Mon Aug-31 19:04:03
times in Europe/Lisbon
🚨 Alert #2879 Wed Aug-19 13:20:55
AI Data Center Opposition Grows Among GOP Voters
A Gallup poll reveals significant opposition to AI data center construction among Americans and Republicans, leading to project delays and stricter permitting in several states.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary GOOGL | ▼ bearish | FRESH | -0.61% | -0.01% | 341.20 | 346.49 | |
| SMCI | ▼ bearish | REPRICING | -1.76% | +0.38% | 36.06 | 37.68 | |
| PLTR | ▼ bearish | FRESH | -0.77% | -0.12% | 169.82 | 176.40 | |
| MSFT | ▼ bearish | FRESH | -0.47% | +0.03% | 450.97 | 488.84 | |
| peer NVDA | ▼ bearish | FRESH | +0.41% | +0.48% | 217.07 | 221.80 | |
| AMD | ▼ bearish | REPRICING | -0.33% | +0.81% | 463.50 | 488.88 | |
| META | ▼ bearish | FRESH | -0.26% | -0.10% | 539.95 | 553.68 | |
| AMZN | ▼ bearish | FRESH | +0.22% | -0.07% | 258.76 | 267.25 | |
| AVGO | ▼ bearish | FRESH | +0.18% | +0.30% | 358.32 | 380.89 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | GOOGL | ● enter | ▼ short | verdict FRESH, direction bearish -> short GOOGL (regulatory: A Gallup poll reveals significant opposition to AI data center construction among Americans and Republicans, leading to project delays and stricter permitting in several states.) |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | NVDA | ○ skip | — | inferred short: materiality 65 below floor 75 → close -1.52% |
| S4 | GOOGL | ○ skip | — | overnight drift: short GOOGL at close, exit next close (regulatory: A Gallup poll reveals significant opposition to AI data center construction among Americans and Republicans, leading to project delays and stricter permitting in several states.) [skipped at close: outranked — mat 65 short lost to mat 85 long (decision 11736) for S4 GOOGL exiting 2026-08-20] |
📈 Trades
| strategy | ticker | side | qty | entry | exit | P&L $ | status |
|---|---|---|---|---|---|---|---|
| S1 | GOOGL | ▼ short | 2 | failed |
📖 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.