Mon Aug-31 19:07:46
times in Europe/Lisbon
🚨 Alert #2570 Thu Aug-13 18:00:36
Elon Musk's Terafab: How world's new largest building compares to others
SpaceX and Tesla have broken ground on Terafab, a massive semiconductor manufacturing facility in Texas designed to produce advanced logic and memory chips for Tesla's robotics and SpaceX's data centers.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary TSLA | ▲ bullish | PRICED | +2.81% | +0.57% | 324.90 | 343.01 | |
| MU | · unclear | PRICED | +6.52% | +0.22% | 904.07 | 976.24 | |
| SMCI | · unclear | PRICED | +6.41% | +0.04% | 37.88 | 42.17 | |
| ASML | · unclear | PRICED | +3.11% | +0.23% | 1815.93 | 1873.20 | |
| PLTR | · unclear | PRICED | +2.64% | +0.18% | 170.83 | 179.77 | |
| AMD | ▼ bearish | PRICED | +2.21% | +0.04% | 479.93 | 496.14 | |
| META | · unclear | REPRICING | +1.58% | +0.16% | 579.88 | 595.53 | |
| QCOM | · unclear | REPRICING | +1.58% | +0.15% | 162.29 | 166.40 | |
| TSM | ▼ bearish | REPRICING | +1.22% | +0.13% | 427.41 | 435.65 | |
| AVGO | · unclear | REPRICING | +1.20% | -0.26% | 414.96 | 424.38 | |
| GOOGL | · unclear | FRESH | +0.82% | +0.09% | 344.26 | 347.51 | |
| AMZN | · unclear | FRESH | -0.70% | +0.03% | 264.90 | 269.47 | |
| peer NVDA | ▼ bearish | FRESH | +0.59% | +0.05% | 223.32 | 226.38 | |
| MSFT | · unclear | FRESH | +0.43% | -0.05% | 483.01 | 501.05 | |
| AAPL | · unclear | FRESH | +0.25% | -0.11% | 302.73 | 305.84 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | TSLA | ○ skip | — | verdict PRICED — Δ prev close +2.81% · Δ 30m +0.57% · px 336.70 (prev 327.51) → close +0.67% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | NVDA | ○ skip | — | verdict FRESH, direction bearish -> short NVDA (product: SpaceX and Tesla have broken ground on Terafab, a massive semiconductor manufacturing facility in Texas designed to produce advanced logic and memory chips for Tesla's robotics and SpaceX's data centers.) [skipped: signal conflict — wanted short, conflict-hold — mat 85 ties incumbent S3 long NVDA, incumbent held (strictly higher materiality required to flip)] → close -0.02% |
| S4 | TSLA | ○ skip | — | verdict PRICED — Δ prev close +2.81% · Δ 30m +0.57% · px 336.70 (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.