Sun Oct-18 15:13:10
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🚨 Alert #4251 Tue Sep-08 19:50:50
Qualcomm strikes AI chip deal with Amazon
Qualcomm and Amazon announced a long-term partnership for up to $60 billion in AI data center chips, including warrants allowing Amazon to purchase Qualcomm shares.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary QCOM | ▲ bullish | PRICED | +2.94% | -1.06% | 169.80 | 185.50 | |
| NVDA | ▼ bearish | PRICED | -2.03% | -0.12% | 225.27 | 233.21 | |
| peer MSFT | · unclear | REPRICING | -1.74% | -0.16% | 461.43 | 496.99 | |
| AMZN | ▲ bullish | FRESH | -0.66% | -0.07% | 255.06 | 257.80 | |
| META | · unclear | FRESH | -0.31% | -0.29% | 610.40 | 623.08 | |
| GOOGL | · unclear | FRESH | -0.12% | 0.00% | 333.49 | 339.50 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | QCOM | ○ skip | — | verdict PRICED — Δ prev close +2.94% · Δ 30m -1.06% · px 173.71 (prev 168.74) → close -0.03% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | MSFT | ○ skip | — | direction unclear for MSFT → close +0.53% |
| S4 | QCOM | ○ skip | — | verdict PRICED — Δ prev close +2.94% · Δ 30m -1.06% · px 173.71 (prev 168.74) |
📈 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.