Mon Aug-31 19:02:43
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🚨 Alert #3147 Mon Aug-24 17:10:14
NVIDIA AVO Pushes Claude Opus 5 To A Perfect ARC-AGI-3 Benchmark Score
Nvidia's new AVO software layer achieved a perfect score on the ARC-AGI-3 benchmark by optimizing Anthropic's Claude Opus 5 model without retraining.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary NVDA | ▲ bullish | PRICED | -2.08% | +0.01% | 208.18 | 215.45 | |
| GOOGL | · unclear | REPRICING | +1.68% | -0.20% | 342.89 | 351.39 | |
| AMZN | · unclear | REPRICING | +1.65% | +0.14% | 257.95 | 263.18 | |
| peer MSFT | · unclear | REPRICING | +1.26% | +0.06% | 482.70 | 490.04 | |
| META | · unclear | REPRICING | +1.03% | -0.23% | 548.04 | 561.27 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | NVDA | ○ skip | — | verdict PRICED — Δ prev close -2.08% · Δ 30m +0.01% · px 210.26 (prev 214.72) → close -0.90% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | MSFT | ○ skip | — | direction unclear for MSFT → close -0.26% |
| S4 | NVDA | ○ skip | — | verdict PRICED — Δ prev close -2.08% · Δ 30m +0.01% · px 210.26 (prev 214.72) |
📈 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.