Micron's New York semiconductor fab production start has been delayed from 2028 to 2030 due to environmental and construction schedule slips, despite recent concrete pouring milestones.
verdict FRESH, direction bearish -> short MU (other: Micron's New York semiconductor fab production start has been delayed from 2028 to 2030 due to environmental and construction schedule slips, despite recent concrete pouring milestones.) [closed early: netted out by outranking S1 long MU decision 14637]
overnight drift: short MU at close, exit next close (other: Micron's New York semiconductor fab production start has been delayed from 2028 to 2030 due to environmental and construction schedule slips, despite recent concrete pouring milestones.) [skipped at close: outranked — mat 65 short lost to mat 85 long (decision 14640) for S4 MU exiting 2026-09-01]
Signal: Right — MU fell after entry and the short went positive, so the bearish call was directionally correct. Timing: Not clearly settled by the data — the decision-time context (-0.36% vs prev close of 932.86) doesn't match the fill at 947.29 (~+1.5% above prev close), so I can't tell whether the bearish move had already occurred or the entry actually caught a favorable pop. Exit: The dominant factor — the trade captured +0.59% against a best unrealized of +1.39%, and it was closed not on price but by being netted out against an opposing long decision, so roughly 60% of the available move was left on the table by a mechanical early exit.
📖 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 ≥ 70.
