Mon Aug-31 19:06:50
times in Europe/Lisbon
🚨 Alert #2150 Fri Aug-07 14:31:40
Trump Says Data Centers Could Be Bigger Than Oil, Urges States to Cut Taxes and Accelerate AI Growth: 'If I Were Governor...'
President Trump advocated for accelerated data center development and tax cuts to support AI growth, framing the sector as economically critical and larger than oil.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary NVDA | ▲ bullish | PRICED | +1.39% | +0.33% | 219.52 | 224.71 | |
| PLTR | ▲ bullish | PRICED | +3.42% | +1.27% | 157.83 | 172.32 | |
| ASML | ▲ bullish | PRICED | +2.84% | -0.75% | 1722.32 | 1768.17 | |
| SMCI | ▲ bullish | REPRICING | +1.80% | -1.38% | 29.80 | 31.38 | |
| AMD | ▲ bullish | REPRICING | +1.70% | -1.02% | 477.05 | 504.28 | |
| peer AVGO | ▲ bullish | PRICED | +1.69% | -0.33% | 421.87 | 430.05 | |
| TSM | ▲ bullish | PRICED | +1.31% | -0.16% | 413.31 | 424.54 | |
| AMZN | ▲ bullish | FRESH | +0.57% | -0.24% | 273.10 | 278.24 | |
| GOOGL | ▲ bullish | REPRICING | -0.53% | -0.79% | 353.92 | 358.90 | |
| META | ▲ bullish | FRESH | -0.24% | -0.32% | 587.29 | 621.38 | |
| MSFT | ▲ bullish | FRESH | -0.15% | +0.40% | 467.18 | 504.85 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | NVDA | ○ skip | — | verdict PRICED — Δ prev close +1.39% · Δ 30m +0.33% · px 222.02 (prev 218.99) → close +0.73% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | AVGO | ○ skip | — | verdict PRICED — Δ prev close +1.69% · Δ 30m -0.33% · px 427.65 (prev 420.57) → close +0.01% |
| S4 | NVDA | ○ skip | — | verdict PRICED — Δ prev close +1.39% · Δ 30m +0.33% · px 222.02 (prev 218.99) |
📈 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.