Mon Aug-31 19:05:55
times in Europe/Lisbon
🚨 Alert #2836 Tue Aug-18 18:10:54
Elon Musk and Jensen Huang Are Reshaping AI's Future
SpaceX has committed to exclusively using Nvidia GPUs for its AI infrastructure, targeting 10 gigawatts of compute capacity by 2027.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary NVDA | ▲ bullish | PRICED | -2.12% | +0.18% | 218.93 | 221.15 | |
| META | · unclear | PRICED | -3.15% | -0.01% | 543.70 | 565.22 | |
| MSFT | · unclear | FRESH | +0.33% | +0.05% | 479.83 | 496.14 | |
| AMZN | · unclear | FRESH | +0.29% | +0.27% | 258.17 | 262.08 | |
| GOOGL | · unclear | FRESH | -0.17% | -0.11% | 325.20 | 344.55 | |
| peer TSLA | · unclear | REPRICING | +0.03% | +0.52% | 323.93 | 339.84 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | NVDA | ○ skip | — | verdict PRICED — Δ prev close -2.12% · Δ 30m +0.18% · px 220.24 (prev 225.01) → close -0.34% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | TSLA | ○ skip | — | direction unclear for TSLA → close -0.76% |
| S4 | NVDA | ○ skip | — | verdict PRICED — Δ prev close -2.12% · Δ 30m +0.18% · px 220.24 (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.