Wed Sep-02 02:46:45
times in Europe/Lisbon
🚨 Alert #3779 Tue Sep-01 17:10:18
Android Phone Prices Begin Climbing Today as Qualcomm Snapdragon Hike Takes Effect
Qualcomm has implemented a double-digit price increase for Snapdragon chips effective September 1 to offset rising costs and declining handset revenue.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary QCOM | ▲ bullish | PRICED | -2.61% | +0.05% | 162.70 | 168.42 | |
| peer AAPL | · unclear | PRICED | +2.97% | +0.53% | 315.79 | 326.96 | |
| AMZN | · unclear | REPRICING | -1.96% | -0.19% | 253.71 | 257.52 | |
| MSFT | · unclear | REPRICING | -1.39% | -0.17% | 466.45 | 504.64 | |
| META | · unclear | REPRICING | +1.26% | -0.36% | 558.35 | 584.48 | |
| GOOGL | · unclear | FRESH | -1.00% | -0.10% | 328.75 | 338.28 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | QCOM | ○ skip | — | verdict PRICED — Δ prev close -2.61% · Δ 30m +0.05% · px 166.04 (prev 170.48) → close +0.33% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | AAPL | ○ skip | — | direction unclear for AAPL → close -0.51% |
| S4 | QCOM | ○ skip | — | verdict PRICED — Δ prev close -2.61% · Δ 30m +0.05% · px 166.04 (prev 170.48) |
📈 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.