kingfisher — alert #4376

🚨 Alert #4376 Thu Sep-10 13:03:33

ASML Inks Advanced EUV Lithography Deals With Chip Titans TSMC, Samsung

finance.yahoo.com · Wed Sep-09 05:01:00 published · Thu Sep-10 13:03:33 alerted · alerted 32h 2m after publish · read at finance.yahoo.com ↗ · product · mat 75

ASML announced agreements with TSMC and Samsung to adopt its high-numerical aperture EUV lithography machines for semiconductor manufacturing by 2028 and 2030.

🎯 Tickers & verdicts

ticker	direction	verdict	since close	30m	day lo	day hi
primary ASML	▲ bullish	REPRICING	-1.64%	-0.44%	1680.73	1715.00
AMD	▲ bullish	REPRICING	-1.84%	-0.66%	502.01	516.01
MU	▲ bullish	REPRICING	-1.83%	-0.30%	971.40	1014.29
QCOM	▲ bullish	REPRICING	-1.28%	-0.03%	171.70	181.93
TSM	▲ bullish	REPRICING	-1.05%	-0.46%	424.38	433.55
peer NVDA	▲ bullish	FRESH	-0.63%	-0.21%	217.41	223.17
AVGO	▲ bullish	FRESH	-0.63%	-0.22%	357.86	372.17

🧭 Decisions

strategy	ticker	action	side	rationale
S1	ASML	○ skip	—	primary long contradicts tape: ASML -1.64% since prev close → close -0.72%
S2	-	○ skip	—	no counterparty in universe
S3	NVDA	○ skip	—	news 1-7d old at decision, floor 4h → close -1.66%
S4	ASML	○ skip	—	news 1-7d old at decision, floor 4h

📈 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.