Sun Oct-18 15:16:56
times in Europe/Lisbon
🚨 Alert #4478 Fri Sep-11 15:30:34
TSMC's 1.4nm Chips Are Coming a Year Ahead of Schedule
TSMC is accelerating its 1.4nm chip production timeline to begin pilot production in April 2027, a year ahead of the original schedule.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary TSM | ▲ bullish | FRESH | +0.95% | +0.48% | 428.19 | 435.24 | |
| AMD | ▲ bullish | PRICED | +3.46% | +0.47% | 505.97 | 521.00 | |
| QCOM | ▲ bullish | PRICED | +3.17% | -0.44% | 169.68 | 185.29 | |
| counterparty AAPL | ▲ bullish | PRICED | +2.18% | +0.34% | 325.17 | 335.64 | |
| peer NVDA | ▲ bullish | REPRICING | +1.39% | -0.05% | 218.18 | 221.70 | |
| AVGO | ▲ bullish | REPRICING | +1.33% | +0.32% | 361.39 | 366.09 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | TSM | ○ skip | — | news 8-24h old at decision, floor 4h → close +0.15% |
| S2 | AAPL | ○ skip | — | verdict PRICED — Δ prev close +2.18% · Δ 30m +0.34% · px 333.70 (prev 326.57) → close -0.33% |
| S3 | NVDA | ○ skip | — | inferred long: materiality 65 below floor 75 → close -1.24% |
| S4 | TSM | ○ skip | — | news 8-24h 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.