Mon Aug-31 20:13:16
times in Europe/Lisbon
🚨 Alert #2642 Fri Aug-14 16:10:21
BofA Names 16 AI Stocks To Buy After Selloff, Micron Tops List - Micron Technology (NASDAQ:MU)
Bank of America named Micron Technology as its top AI infrastructure pick with a $1,550 price target, citing an attractive risk-reward profile after the stock fell more than 20% from its highs.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary MU | ▲ bullish | PRICED | +2.13% | +0.34% | 957.90 | 985.58 | |
| AVGO | · unclear | PRICED | -5.28% | -0.74% | 389.13 | 419.80 | |
| AMD | · unclear | PRICED | +4.31% | -1.26% | 483.65 | 515.70 | |
| PLTR | · unclear | REPRICING | -1.29% | +0.23% | 173.81 | 179.52 | |
| TSM | · unclear | FRESH | -0.90% | 0.00% | 424.61 | 430.62 | |
| ASML | · unclear | FRESH | -0.83% | -0.14% | 1820.94 | 1857.95 | |
| SMCI | · unclear | REPRICING | +0.41% | -1.11% | 38.79 | 40.34 | |
| QCOM | · unclear | REPRICING | -0.38% | -1.20% | 163.22 | 166.54 | |
| peer NVDA | · unclear | FRESH | +0.30% | +0.16% | 224.71 | 226.98 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | MU | ○ skip | — | verdict PRICED — Δ prev close +2.13% · Δ 30m +0.34% · px 970.04 (prev 949.83) → close -0.05% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | NVDA | ○ skip | — | direction unclear for NVDA → close -0.38% |
| S4 | MU | ○ skip | — | verdict PRICED — Δ prev close +2.13% · Δ 30m +0.34% · px 970.04 (prev 949.83) |
📈 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.