Sun Oct-18 15:06:19
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🚨 Alert #3912 Thu Sep-03 13:00:32
Broadcom CEO Says Between Now And The End Of 2027, We Will Be Delivering 3 Generations Of Mtia Accelerators To Meta; Have Line Of Sight For Meta To Deploy 3 Gigawatts Through 2028
Broadcom CEO announced a multi-generational supply agreement to deliver MTIA accelerators to Meta, supporting up to 3 gigawatts of deployment through 2028.
🎯 Tickers & verdicts
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | AVGO | ○ skip | — | verdict PRICED — Δ prev close -3.62% · Δ 30m -0.58% · px 353.94 (prev 367.24) → close +0.92% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | NVDA | ○ skip | — | news 8-24h old at decision, floor 4h → close +2.27% |
| S4 | AVGO | ○ skip | — | verdict PRICED — Δ prev close -3.62% · Δ 30m -0.58% · px 353.94 (prev 367.24) |
📈 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 ≥ 70.