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🚨 Alert #4410 Thu Sep-10 17:20:26
Nvidia Grace Blackwell shipments reportedly increased 27% from last month
Nvidia's Grace Blackwell AI chip shipments reportedly increased 27% month-over-month as production ramps up to meet strong hyperscaler demand.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary NVDA | ▲ bullish | PRICED | -2.44% | -0.26% | 217.41 | 223.17 | |
| peer AMD | ▼ bearish | PRICED | -3.09% | -0.54% | 502.01 | 516.01 | |
| TSM | ▲ bullish | REPRICING | -1.36% | -0.52% | 424.38 | 433.55 | |
| counterparty MSFT | · unclear | FRESH | +0.19% | +0.02% | 487.46 | 494.14 | |
| AVGO | · unclear | FRESH | -0.16% | -0.07% | 357.86 | 372.17 | |
| AMZN | · unclear | FRESH | +0.08% | -0.08% | 250.30 | 252.96 | |
| GOOGL | · unclear | FRESH | -0.04% | +0.01% | 327.95 | 333.11 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | NVDA | ○ skip | — | verdict PRICED — Δ prev close -2.44% · Δ 30m -0.26% · px 218.22 (prev 223.67) → close +0.17% |
| S2 | MSFT | ○ skip | — | direction unclear for MSFT → close -0.06% |
| S3 | AMD | ○ skip | — | verdict PRICED — Δ prev close -3.09% · Δ 30m -0.54% · px 504.97 (prev 521.09) → close -0.16% |
| S4 | NVDA | ○ skip | — | verdict PRICED — Δ prev close -2.44% · Δ 30m -0.26% · px 218.22 (prev 223.67) |
📈 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.