Mon Aug-31 20:09:13
times in Europe/Lisbon
🚨 Alert #2530 Thu Aug-13 14:43:54
/A%20close-up%20of%20a%20SpaceX%20sign%20by%20Sundry%20Photography%20via%20Adobe%20Stock.jpeg)
SpaceX Could Be Making $235 Billion From a Business It's Not Known For. SPCX Stock Investors Should Pay Attention.
SemiAnalysis projects SpaceX's AI compute revenue could reach $235 billion by 2027, driven by rapid infrastructure scaling and significant cloud bookings.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary TSLA | ▲ bullish | UNKNOWN | +1.09% | — | 324.90 | 343.01 | |
| META | · unclear | UNKNOWN | +1.70% | — | 579.88 | 595.53 | |
| MSFT | · unclear | UNKNOWN | +1.23% | — | 483.01 | 501.05 | |
| GOOGL | · unclear | UNKNOWN | +0.40% | — | 344.26 | 347.51 | |
| peer NVDA | ▲ bullish | UNKNOWN | +0.38% | — | 223.32 | 226.38 | |
| AMZN | · unclear | UNKNOWN | +0.32% | — | 264.90 | 269.47 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | TSLA | ○ skip | — | verdict UNKNOWN — Δ prev close +1.09% · px 331.08 (prev 327.51) → close +2.38% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | NVDA | ○ skip | — | verdict UNKNOWN — Δ prev close +0.38% · px 224.94 (prev 224.09) → close +0.19% |
| S4 | TSLA | ○ skip | — | verdict UNKNOWN — Δ prev close +1.09% · px 331.08 (prev 327.51) |
📈 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.