Mon Aug-31 19:06:52
times in Europe/Lisbon
🚨 Alert #2825 Tue Aug-18 17:10:20
Groq Raised $350 Million to Become Nvidia's Landlord Instead of Its Rival - Startup Fortune
Groq raised $350 million and shifted its business model to operate Nvidia-powered data centers after licensing its chip technology to Nvidia and having its founder hired by the chip giant.
🎯 Tickers & verdicts
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | NVDA | ○ skip | — | verdict PRICED — Δ prev close -2.24% · Δ 30m +0.26% · px 219.98 (prev 225.01) → close -0.22% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | AMD | ○ skip | — | verdict PRICED — Δ prev close -5.36% · Δ 30m +0.01% · px 478.89 (prev 506.00) → close +0.99% |
| S4 | NVDA | ○ skip | — | verdict PRICED — Δ prev close -2.24% · Δ 30m +0.26% · px 219.98 (prev 225.01) |
📈 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.