Mon Aug-31 19:07:58
times in Europe/Lisbon
🚨 Alert #2331 Tue Aug-11 13:21:07
OVHcloud CEO warns of 87% cloud price hikes
OVHcloud CEO warns of cloud price hikes exceeding 80% driven by a severe shortage and skyrocketing costs of memory chips and storage hardware.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary MU | ▲ bullish | REPRICING | +1.71% | +0.72% | 847.78 | 876.82 | |
| NVDA | · unclear | REPRICING | +1.48% | +0.38% | 216.49 | 221.79 | |
| TSM | · unclear | REPRICING | +1.25% | +0.09% | 419.56 | 424.54 | |
| META | ▼ bearish | FRESH | +0.38% | +0.20% | 572.64 | 611.70 | |
| MSFT | ▼ bearish | FRESH | -0.35% | -0.06% | 500.50 | 506.32 | |
| GOOGL | ▼ bearish | FRESH | -0.15% | +0.09% | 343.71 | 357.80 | |
| peer AMZN | ▼ bearish | FRESH | 0.00% | +0.08% | 271.53 | 278.66 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | MU | ○ skip | — | verdict REPRICING, direction bullish -> long MU (other: OVHcloud CEO warns of cloud price hikes exceeding 80% driven by a severe shortage and skyrocketing costs of memory chips and storage hardware.) [skipped: duplicate theme — already queued S1 long MU exiting 2026-08-11] → close -1.08% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | AMZN | ○ skip | — | inferred short: materiality 65 below floor 75 → close -2.03% |
| S4 | MU | ○ skip | — | overnight drift: long MU at close, exit next close (other: OVHcloud CEO warns of cloud price hikes exceeding 80% driven by a severe shortage and skyrocketing costs of memory chips and storage hardware.) [skipped at close: outranked — mat 65 long lost to mat 65 long (decision 9556) for S4 MU exiting 2026-08-12] |
📈 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.