Sun Oct-18 16:21:11
times in Europe/Lisbon
🚨 Alert #4548 Mon Sep-14 13:11:03
Qualcomm, Amazon to build next-gen AI data center infrastructure
Qualcomm and Amazon announced a multi-generation collaboration to develop customized silicon and optical connectivity solutions for AI data centers.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary QCOM | ▲ bullish | PRICED | -5.12% | -0.63% | 170.60 | 181.64 | |
| AMD | ▼ bearish | PRICED | -5.80% | -0.42% | 483.56 | 498.32 | |
| AVGO | ▼ bearish | PRICED | -3.87% | -0.58% | 344.15 | 351.15 | |
| peer NVDA | ▼ bearish | PRICED | -2.43% | -0.13% | 209.25 | 213.36 | |
| GOOGL | · unclear | REPRICING | +1.91% | +0.29% | 331.91 | 349.72 | |
| AMZN | ▲ bullish | FRESH | -0.59% | +0.15% | 242.90 | 256.00 | |
| MSFT | · unclear | FRESH | +0.56% | +0.33% | 495.10 | 509.52 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | QCOM | ○ skip | — | verdict PRICED — Δ prev close -5.12% · Δ 30m -0.63% · px 172.66 (prev 181.97) → close +4.38% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | NVDA | ○ skip | — | verdict PRICED — Δ prev close -2.43% · Δ 30m -0.13% · px 212.98 (prev 218.29) → close -0.83% |
| S4 | QCOM | ○ skip | — | verdict PRICED — Δ prev close -5.12% · Δ 30m -0.63% · px 172.66 (prev 181.97) |
📈 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.