Sun Oct-18 16:03:32
times in Europe/Lisbon
🚨 Alert #4442 Thu Sep-10 21:20:32
SpaceX slows AI data center buildout to fix power and cooling gaps - Cryptopolitan
SpaceX is slowing its AI data center buildout to address power and cooling failures, risking a missed September 30 deadline for delivering 110,000 Nvidia GPUs to Google under a $920 million monthly contract.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary GOOGL | ▼ bearish | FRESH | +0.56% | -0.05% | 327.95 | 333.11 | |
| SMCI | · unclear | PRICED | -3.67% | -0.71% | 37.25 | 39.15 | |
| AMD | · unclear | PRICED | -3.31% | -0.07% | 502.01 | 516.01 | |
| ASML | · unclear | PRICED | -2.43% | -0.47% | 1680.73 | 1715.00 | |
| NVDA | ▼ bearish | PRICED | -2.27% | -0.03% | 217.41 | 223.17 | |
| TSM | · unclear | REPRICING | -1.60% | -0.20% | 424.38 | 433.55 | |
| META | · unclear | REPRICING | -1.44% | +0.15% | 641.19 | 664.00 | |
| AVGO | · unclear | FRESH | -0.85% | -0.01% | 357.86 | 372.17 | |
| AMZN | · unclear | FRESH | -0.08% | +0.35% | 250.30 | 252.96 | |
| peer MSFT | · unclear | FRESH | +0.07% | -0.02% | 487.46 | 494.14 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | GOOGL | ○ skip | — | verdict FRESH, direction bearish -> short GOOGL (other: SpaceX is slowing its AI data center buildout to address power and cooling failures, risking a missed September 30 deadline for delivering 110,000 Nvidia GPUs to Google under a $920 million monthly contract.) [skipped: post-close — wanted short GOOGL after the 2026-09-10 session close; same-day exit window gone] → close +0.03% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | MSFT | ○ skip | — | direction unclear for MSFT → close +0.06% |
| S4 | GOOGL | ○ skip | — | overnight drift: short GOOGL at close, exit next close (other: SpaceX is slowing its AI data center buildout to address power and cooling failures, risking a missed September 30 deadline for delivering 110,000 Nvidia GPUs to Google under a $920 million monthly contract.) [skipped: post-close — wanted short GOOGL after the 2026-09-10 session close; close-entry window gone] |
📈 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.