Sun Oct-18 15:16:29
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🚨 Alert #4674 Tue Sep-15 15:30:47
Standard Snapdragon 8 Elite Gen 6 could use Samsung's 2nm node instead of TSMC's
Qualcomm is reportedly in talks to use Samsung's 2nm process for standard Snapdragon 8 Elite Gen 6 chips to diversify supply away from capacity-constrained TSMC.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary QCOM | ▲ bullish | PRICED | +3.67% | -1.23% | 179.36 | 189.83 | |
| AMD | · unclear | PRICED | +3.11% | -0.36% | 495.39 | 511.79 | |
| AAPL | · unclear | REPRICING | -1.12% | -0.36% | 329.22 | 354.22 | |
| peer NVDA | · unclear | FRESH | +0.84% | -0.08% | 211.30 | 213.58 | |
| AVGO | · unclear | REPRICING | -0.72% | -0.53% | 338.11 | 346.83 | |
| TSM | ▼ bearish | FRESH | -0.67% | -0.25% | 412.83 | 421.74 | |
| TSLA | · unclear | FRESH | +0.05% | 0.00% | 354.79 | 361.91 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | QCOM | ○ skip | — | verdict PRICED — Δ prev close +3.67% · Δ 30m -1.23% · px 186.76 (prev 180.15) → close +0.54% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | NVDA | ○ skip | — | direction unclear for NVDA → close -0.25% |
| S4 | QCOM | ○ skip | — | verdict PRICED — Δ prev close +3.67% · Δ 30m -1.23% · px 186.76 (prev 180.15) |
📈 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.