Mon Aug-31 20:11:15
times in Europe/Lisbon
🚨 Alert #2024 Thu Aug-06 13:12:19
Americans are rallying against data centers. Surprisingly few are actually getting built
Reports indicate that despite massive planned investments, AI data center construction in the US faces significant delays and regulatory opposition, with only half of scheduled capacity expected to come online on time through 2028.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary AMZN | ▼ bearish | UNKNOWN | -1.68% | — | 271.15 | 274.56 | |
| SMCI | ▼ bearish | UNKNOWN | -4.60% | — | 29.29 | 30.81 | |
| peer NVDA | ▼ bearish | UNKNOWN | +4.15% | — | 217.87 | 230.38 | |
| PLTR | ▼ bearish | UNKNOWN | -3.49% | — | 153.48 | 157.12 | |
| GOOGL | ▼ bearish | UNKNOWN | -3.43% | — | 356.90 | 362.73 | |
| MSFT | ▼ bearish | UNKNOWN | -1.43% | — | 494.03 | 500.17 | |
| TSM | ▼ bearish | UNKNOWN | -1.09% | — | 416.82 | 422.60 | |
| AVGO | ▼ bearish | UNKNOWN | +0.68% | — | 418.58 | 426.25 | |
| META | ▼ bearish | UNKNOWN | +0.59% | — | 587.37 | 591.20 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | AMZN | ○ skip | — | verdict UNKNOWN — Δ prev close -1.68% · px 272.75 (prev 277.42) → close -0.15% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | NVDA | ○ skip | — | verdict UNKNOWN — Δ prev close +4.15% · px 220.74 (prev 211.94) → close -0.72% |
| S4 | AMZN | ○ skip | — | verdict UNKNOWN — Δ prev close -1.68% · px 272.75 (prev 277.42) |
📈 Trades
no trades spawned
📖 Glossary
- S1 primary — trades the alert's primary ticker in the direction the article itself indicates; exits at the same day's close.
- S2 counterparty — trades the inferred counterparty ticker (weakest signal, LLM-inferred sympathy); exits at the same day's close.
- S3 peer — trades an inferred peer ticker (also LLM-inferred sympathy); exits at the same day's close.
- S4 overnight — holds the primary ticker from today's close to the NEXT day's close.
- Verdicts are decided top-to-bottom, first match wins; REPRICING is also the fallback when nothing else matches (2026-08-08 #220).
- UNKNOWN — a needed price input (move since close or move in the last 30m) is missing.
- PRICED — |move since previous close| ≥ 2.0%: already reflected in price.
- REPRICING — |move in the last 30m| ≥ 0.5%: the tape is actively moving on it. Also covers a quieter move — |move since previous close| in [1.0, 2.0) with a quiet last-30m tape: still developing, not yet priced.
- FRESH — |move since previous close| < 1.0%: a genuinely new move.
- materiality — how market-moving the story was judged, 0-100 — alerts require materiality ≥ 60.