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🚨 Alert #2862 Tue Aug-18 20:50:30
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Anthropic Just Gave This Bitcoin Miner a Contract Bigger Than the Whole Company
Riot Platforms signed a massive 20-year lease deal with Anthropic for AI compute capacity, building on an existing partnership with AMD.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary AMD | ▲ bullish | PRICED | -4.40% | +0.57% | 475.34 | 492.00 | |
| MU | · unclear | PRICED | -7.01% | +0.60% | 929.02 | 977.50 | |
| ASML | · unclear | PRICED | -4.29% | +0.67% | 1776.46 | 1819.80 | |
| META | · unclear | PRICED | -4.22% | +0.04% | 543.70 | 565.22 | |
| TSM | · unclear | PRICED | -3.64% | +0.64% | 410.91 | 421.24 | |
| AVGO | · unclear | PRICED | -3.31% | +0.05% | 377.11 | 387.46 | |
| peer NVDA | · unclear | PRICED | -2.40% | +0.13% | 218.93 | 221.15 | |
| SMCI | · unclear | REPRICING | -1.93% | +0.04% | 36.23 | 37.93 | |
| QCOM | · unclear | REPRICING | -1.20% | +0.01% | 156.90 | 161.58 | |
| PLTR | · unclear | REPRICING | -0.73% | -0.52% | 170.71 | 174.85 | |
| AMZN | · unclear | FRESH | -0.60% | -0.12% | 258.17 | 262.08 | |
| MSFT | · unclear | FRESH | +0.33% | -0.31% | 479.83 | 496.14 | |
| GOOGL | · unclear | FRESH | -0.01% | +0.06% | 325.20 | 344.55 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | AMD | ○ skip | — | verdict PRICED — Δ prev close -4.40% · Δ 30m +0.57% · px 483.72 (prev 506.00) → close -0.02% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | NVDA | ○ skip | — | direction unclear for NVDA → close -0.06% |
| S4 | AMD | ○ skip | — | verdict PRICED — Δ prev close -4.40% · Δ 30m +0.57% · px 483.72 (prev 506.00) |
📈 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.