Mon Aug-31 19:05:50
times in Europe/Lisbon
🚨 Alert #3559 Fri Aug-28 16:01:00
Cramer Says the Bears Spent Months Lying About Salesforce and Nvidia. One Earnings Report Just Ended It.
Nvidia reported Q3 revenue guidance of $108 billion, significantly exceeding street estimates and refuting bearish narratives about hyperscaler competition.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary NVDA | ▲ bullish | REPRICING | -0.55% | +0.79% | 216.97 | 228.68 | |
| AMZN | · unclear | PRICED | +3.55% | +1.60% | 257.06 | 267.47 | |
| META | · unclear | PRICED | +2.33% | +1.26% | 571.80 | 614.61 | |
| GOOGL | · unclear | PRICED | +2.04% | +1.11% | 340.64 | 348.75 | |
| peer MSFT | · unclear | REPRICING | +1.92% | +0.79% | 502.75 | 547.03 | |
| AVGO | · unclear | FRESH | +0.38% | +0.23% | 365.84 | 376.20 | |
| AMD | · unclear | REPRICING | +0.35% | +0.66% | 465.60 | 478.33 | |
| QCOM | · unclear | REPRICING | -0.19% | +0.78% | 162.24 | 165.40 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | NVDA | ○ skip | — | verdict REPRICING, direction bullish -> long NVDA (earnings: Nvidia reported Q3 revenue guidance of $108 billion, significantly exceeding street estimates and refuting bearish narratives about hyperscaler competition.) [skipped: duplicate theme — already holding S1 long NVDA exiting 2026-08-28] → close -3.84% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | MSFT | ○ skip | — | direction unclear for MSFT → close -0.09% |
| S4 | NVDA | ○ skip | — | overnight drift: long NVDA at close, exit next close (earnings: Nvidia reported Q3 revenue guidance of $108 billion, significantly exceeding street estimates and refuting bearish narratives about hyperscaler competition.) [skipped at close: stale at close-fill — wanted long, verdict now PRICED (-4.37% since close, 294m after decision), order not placed] |
📈 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.