Mon Aug-31 19:03:20
times in Europe/Lisbon
🚨 Alert #284 Mon Jul-20 19:20:07
AI's Memory Hunger Keeps DRAM Prices Sky High. Relief? Not Until 2028
DRAM prices remain elevated through 2028 as AI demand for HBM constrains standard memory supply, benefiting Micron while potentially increasing costs for other semiconductor users.
🎯 Tickers & verdicts
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | MU | ○ skip | — | verdict PRICED — Δ prev close +3.80% · Δ 30m -0.54% · px 881.22 (prev 848.95) → close -2.09% |
| S2 | NVDA | ○ skip | — | direction unclear for NVDA → close -0.72% |
| S3 | AMD | ○ skip | — | verdict PRICED — Δ prev close +4.03% · Δ 30m +0.94% · px 515.76 (prev 495.76) → close -2.00% |
| S4 | MU | ○ skip | — | verdict PRICED — Δ prev close +3.80% · Δ 30m -0.54% · px 881.22 (prev 848.95) |
📈 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.