Mon Aug-31 19:04:56
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🚨 Alert #3032 Fri Aug-21 15:30:18
Nvidia's AVO agent completes ARC-AGI-3 benchmark with 100% success rate
Nvidia's AVO agentic system achieved a perfect score on the ARC-AGI-3 benchmark by enhancing Anthropic's Claude Opus 5 model.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary NVDA | ▲ bullish | REPRICING | -0.98% | -0.77% | 214.72 | 218.48 | |
| META | · unclear | FRESH | +0.67% | -0.02% | 533.74 | 553.75 | |
| AMD | · unclear | REPRICING | -0.59% | -0.70% | 463.05 | 475.79 | |
| peer GOOGL | · unclear | FRESH | +0.51% | +0.12% | 341.47 | 346.07 | |
| MSFT | · unclear | FRESH | +0.45% | +0.15% | 468.39 | 485.87 | |
| AMZN | · unclear | FRESH | -0.16% | +0.29% | 257.39 | 262.04 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | NVDA | ○ skip | — | verdict REPRICING, direction bullish -> long NVDA (product: Nvidia's AVO agentic system achieved a perfect score on the ARC-AGI-3 benchmark by enhancing Anthropic's Claude Opus 5 model.) [skipped: duplicate theme — already holding S1 long NVDA exiting 2026-08-21] → close +0.04% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | GOOGL | ○ skip | — | direction unclear for GOOGL → close +0.80% |
| S4 | NVDA | ○ skip | — | overnight drift: long NVDA at close, exit next close (product: Nvidia's AVO agentic system achieved a perfect score on the ARC-AGI-3 benchmark by enhancing Anthropic's Claude Opus 5 model.) [skipped at close: outranked — mat 65 long lost to mat 85 long (decision 12296) for S4 NVDA exiting 2026-08-24] |
📈 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.