Wed Sep-02 02:46:36
times in Europe/Lisbon
🚨 Alert #3759 Tue Sep-01 15:30:49
Cramer Says Not to Bet Against the AI Chipmaker That Lost Nearly 10% the Day After NVIDIA's Huge Gain - AOL
Marvell Technology reported strong earnings and guided for significant data center growth driven by a major custom silicon agreement with Alphabet, though revenue recognition is delayed until 2029.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary GOOGL | ▲ bullish | FRESH | -0.82% | +0.15% | 328.75 | 338.28 | |
| AMD | · unclear | PRICED | -3.76% | -1.18% | 453.00 | 463.28 | |
| QCOM | · unclear | PRICED | -3.71% | +0.51% | 162.70 | 168.42 | |
| AVGO | · unclear | REPRICING | -1.61% | +0.43% | 362.80 | 371.68 | |
| peer NVDA | · unclear | REPRICING | -1.31% | +0.35% | 215.73 | 220.15 | |
| MSFT | · unclear | FRESH | -0.61% | +0.40% | 466.45 | 504.64 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | GOOGL | ○ skip | — | verdict FRESH, direction bullish -> long GOOGL (earnings: Marvell Technology reported strong earnings and guided for significant data center growth driven by a major custom silicon agreement with Alphabet, though revenue recognition is delayed until 2029.) [skipped: duplicate theme — already holding S1 long GOOGL exiting 2026-09-01] → close -0.55% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | NVDA | ○ skip | — | direction unclear for NVDA → close -0.21% |
| S4 | GOOGL | ○ skip | — | overnight drift: long GOOGL at close, exit next close (earnings: Marvell Technology reported strong earnings and guided for significant data center growth driven by a major custom silicon agreement with Alphabet, though revenue recognition is delayed until 2029.) [skipped at close: outranked — mat 65 long lost to mat 85 long (decision 14892) for S4 GOOGL exiting 2026-09-02] |
📈 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.