Mon Aug-31 19:02:14
times in Europe/Lisbon
🚨 Alert #464 Wed Jul-22 16:31:10
SpaceX and xAI are building an 11-million-square-foot satellite factory in Texas to move AI computing into orbit
SpaceX acquired xAI in a $250 billion all-stock deal and announced the construction of a massive satellite factory in Texas to build orbital AI data centers.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary TSLA | ▲ bullish | FRESH | -0.25% | +0.17% | 355.60 | 380.04 | |
| SMCI | · unclear | PRICED | +24.06% | 0.00% | 28.58 | 32.24 | |
| PLTR | · unclear | PRICED | -4.40% | -0.06% | 123.47 | 133.04 | |
| QCOM | · unclear | PRICED | +2.67% | +0.83% | 169.25 | 178.13 | |
| NVDA | · unclear | PRICED | +2.35% | +1.44% | 204.56 | 214.40 | |
| peer META | · unclear | PRICED | -2.20% | -0.01% | 617.94 | 646.85 | |
| MSFT | · unclear | PRICED | -2.04% | +0.08% | 386.37 | 399.90 | |
| AMD | · unclear | PRICED | +1.92% | +0.47% | 527.05 | 560.00 | |
| AMZN | · unclear | PRICED | -1.54% | -0.21% | 240.00 | 248.50 | |
| AVGO | · unclear | REPRICING | +1.35% | +0.59% | 377.57 | 403.02 | |
| ASML | · unclear | REPRICING | +0.46% | +0.71% | 1762.04 | 1815.00 | |
| TSM | · unclear | FRESH | -0.29% | +0.47% | 412.25 | 424.96 | |
| MU | · unclear | FRESH | +0.23% | +0.24% | 924.99 | 983.29 | |
| GOOGL | · unclear | FRESH | +0.09% | -0.27% | 325.51 | 349.70 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | TSLA | ○ skip | — | verdict FRESH, direction bullish -> buy TSLA (m&a: SpaceX acquired xAI in a $250 billion all-stock deal and announced the construction of a massive satellite factory in Texas to build orbital AI data centers.) [skipped: signal conflict — wanted buy but open S1 sell TSLA exiting 2026-07-22] → close -1.18% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | META | ○ skip | — | direction unclear for META → close -0.26% |
| S4 | TSLA | ○ skip | — | overnight drift: buy TSLA at close, exit next close (m&a: SpaceX acquired xAI in a $250 billion all-stock deal and announced the construction of a massive satellite factory in Texas to build orbital AI data centers.) [skipped at close: signal conflict — wanted buy but open S4 sell TSLA exiting 2026-07-23] |
📈 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 ≥ 60.