Wed Sep-02 02:47:43
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🚨 Alert #3795 Tue Sep-01 18:10:30
SpaceX to set up Turbine Blade Foundry in Texas to Meet AI Power Demand
SpaceX is building an in-house foundry in Texas to manufacture gas turbine blades, aiming to accelerate power generation for AI data centers by up to 18 months.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary TSLA | ▲ bullish | PRICED | -3.07% | -0.22% | 353.30 | 364.13 | |
| AMZN | ▲ bullish | PRICED | -2.04% | -0.08% | 253.71 | 257.52 | |
| MSFT | ▲ bullish | REPRICING | -1.37% | +0.12% | 466.45 | 504.64 | |
| META | ▲ bullish | REPRICING | +1.36% | -0.06% | 558.35 | 584.48 | |
| GOOGL | ▲ bullish | REPRICING | -1.16% | -0.05% | 328.75 | 338.28 | |
| peer NVDA | ▲ bullish | FRESH | -0.87% | -0.31% | 215.73 | 220.15 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | TSLA | ○ skip | — | verdict PRICED — Δ prev close -3.07% · Δ 30m -0.22% · px 356.65 (prev 367.95) → close -0.17% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | NVDA | ○ skip | — | inferred long: materiality 65 below floor 75 → close -0.66% |
| S4 | TSLA | ○ skip | — | verdict PRICED — Δ prev close -3.07% · Δ 30m -0.22% · px 356.65 (prev 367.95) |
📈 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.