kingfisher — alert #4515

🚨 Alert #4515 Fri Sep-11 21:00:33

SpaceX signs $1.1 billion-per month computing deal

finance.yahoo.com · Fri Sep-11 20:50:52 published · Fri Sep-11 21:00:33 alerted · alerted 9m after publish · read at finance.yahoo.com ↗ · partnership · mat 65

SpaceX has signed a $1.1 billion-per-month AI computing deal, with reports indicating Google as one of the key partners in this agreement.

🎯 Tickers & verdicts

ticker	direction	verdict	since close	30m	day lo	day hi
primary GOOGL	▲ bullish	REPRICING	+1.75%	-0.20%	333.22	342.81
AMZN	· unclear	REPRICING	+1.95%	-0.21%	253.30	259.43
peer MSFT	· unclear	FRESH	+0.64%	-0.31%	493.00	511.06
META	· unclear	FRESH	+0.60%	-0.44%	646.83	661.30
NVDA	▲ bullish	FRESH	-0.07%	-0.09%	218.18	221.70

🧭 Decisions

strategy	ticker	action	side	rationale
S1	GOOGL	○ skip	—	primary long move already absorbed: GOOGL +1.75% since prev close → close +0.06%
S2	-	○ skip	—	no counterparty in universe
S3	MSFT	○ skip	—	direction unclear for MSFT → close +0.14%
S4	GOOGL	○ skip	—	overnight drift: long GOOGL at close, exit next close (partnership: SpaceX has signed a $1.1 billion-per-month AI computing deal, with reports indicating Google as one of the key partners in this agreement.) [skipped: post-close — wanted long GOOGL after the 2026-09-11 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.