Mon Aug-31 20:11:15
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🚨 Alert #2420 Wed Aug-12 13:40:38
On Aug. 26, Nvidia CEO Jensen Huang Will Provide an Update on Nvidia's $1 Trillion GPU Opportunity. But There's a Smaller Part of the Business Investors Shouldn't Overlook
Nvidia is scheduled to report its fiscal 2027 second-quarter earnings on August 26, with investors focusing on updates regarding the projected $1 trillion GPU sales opportunity.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary NVDA | · unclear | REPRICING | +1.31% | +0.44% | 219.15 | 224.84 | |
| MU | · unclear | PRICED | +3.83% | +1.05% | 886.10 | 934.82 | |
| TSM | · unclear | PRICED | +2.15% | +0.80% | 427.00 | 432.60 | |
| QCOM | · unclear | PRICED | +2.11% | +0.61% | 161.22 | 166.81 | |
| AVGO | · unclear | REPRICING | +1.93% | +0.68% | 414.75 | 426.56 | |
| peer AMD | · unclear | REPRICING | +1.88% | +0.80% | 477.04 | 491.04 |
🧭 Decisions
📈 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.