Mon Aug-31 20:12:03
times in Europe/Lisbon
🚨 Alert #2526 Thu Aug-13 14:41:57
Broadcom locks in multi-year AI chip deals with OpenAI, Google, and Meta
Broadcom has secured multi-year custom AI chip agreements with OpenAI, Google, and Meta, positioning itself as a major alternative to Nvidia in the accelerator market.
🎯 Tickers & verdicts
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | AVGO | ○ skip | — | verdict UNKNOWN — Δ prev close +0.96% · px 420.04 (prev 416.05) → close -0.55% |
| S2 | GOOGL | ○ skip | — | verdict UNKNOWN — Δ prev close +0.40% · px 344.90 (prev 343.54) → close +0.48% |
| S3 | NVDA | ○ skip | — | verdict UNKNOWN — Δ prev close +0.38% · px 224.94 (prev 224.09) → close +0.19% |
| S4 | AVGO | ○ skip | — | verdict UNKNOWN — Δ prev close +0.96% · px 420.04 (prev 416.05) |
📈 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.