Mon Aug-31 20:02:46
times in Europe/Lisbon
🚨 Alert #2587 Thu Aug-13 20:11:10
Elon Musk says xAI will be increasing its data center capacity by 7 times by the end of next year
Elon Musk announced plans for xAI to expand its data center power capacity sevenfold to 10GW by the end of 2027, projecting significant annual revenue from the infrastructure.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary TSLA | ▲ bullish | PRICED | +4.25% | +0.91% | 324.90 | 343.01 | |
| META | · unclear | PRICED | +2.76% | +0.85% | 579.88 | 595.53 | |
| AMD | · unclear | REPRICING | +1.52% | +0.06% | 479.93 | 496.14 | |
| MSFT | · unclear | FRESH | +0.93% | +0.09% | 483.01 | 501.05 | |
| peer NVDA | ▲ bullish | FRESH | +0.89% | +0.23% | 223.32 | 226.38 | |
| GOOGL | ▼ bearish | FRESH | +0.77% | +0.07% | 344.26 | 347.51 | |
| AMZN | · unclear | FRESH | -0.45% | 0.00% | 264.90 | 269.47 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | TSLA | ○ skip | — | verdict PRICED — Δ prev close +4.25% · Δ 30m +0.91% · px 341.44 (prev 327.51) → close -0.72% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | NVDA | ○ skip | — | inferred long: materiality 65 below floor 75 → close -0.32% |
| S4 | TSLA | ○ skip | — | verdict PRICED — Δ prev close +4.25% · Δ 30m +0.91% · px 341.44 (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.