kingfisher — alert #2272

🚨 Alert #2272 Mon Aug-10 17:00:53

TSMC Reboots 1.4nm Chip Fab Plan As Local Resistance Evaporates

hothardware.com · Mon Aug-10 12:52:00 published · Mon Aug-10 17:00:53 alerted · alerted 4h 8m after publish · read at hothardware.com ↗ · other · mat 65

TSMC has secured approval to resume its 1.4nm chip fab expansion in Taiwan's Longtan Science Park after local landowners reversed their opposition to the project.

🎯 Tickers & verdicts

ticker	direction	verdict	since close	30m	day lo	day hi
primary TSM	▲ bullish	REPRICING	+1.08%	+0.28%	417.84	425.04
QCOM	▲ bullish	PRICED	-2.19%	+0.32%	162.12	169.26
MSFT	▲ bullish	PRICED	+2.11%	+0.18%	498.56	512.60
peer NVDA	▲ bullish	REPRICING	-1.96%	+0.13%	217.00	224.91
AAPL	▲ bullish	REPRICING	-1.95%	+0.23%	305.28	310.13
AMZN	▲ bullish	REPRICING	+1.91%	+0.02%	273.60	279.78
META	▲ bullish	REPRICING	+1.28%	+0.10%	592.31	608.16
AMD	▲ bullish	REPRICING	-1.11%	+0.50%	469.22	483.00
AVGO	▲ bullish	FRESH	-0.20%	+0.45%	420.62	432.43
GOOGL	▲ bullish	FRESH	+0.06%	0.00%	353.59	357.73

🧭 Decisions

strategy	ticker	action	side	rationale
S1	TSM	○ skip	—	news 4-8h old at decision, floor 4h → close -1.03%
S2	-	○ skip	—	no counterparty in universe
S3	NVDA	○ skip	—	inferred long contradicts tape: NVDA -1.96% since prev close → close -0.92%
S4	TSM	○ skip	—	news 4-8h old at decision, floor 4h

📈 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.