Sun Oct-18 16:00:10
times in Europe/Lisbon
🚨 Alert #4775 Wed Sep-16 13:02:33
Huawei Says Its New Chip Uses Zero US Components
Huawei claims its new Kirin 9050 Pro chip is manufactured without any US components or equipment, signaling a potential breakthrough in bypassing export controls that restrict access to ASML and TSMC technology.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary ASML | ▼ bearish | PRICED | +2.86% | +0.16% | 1586.40 | 1639.00 | |
| AMD | · unclear | REPRICING | +1.74% | +0.19% | 507.23 | 526.80 | |
| TSM | ▼ bearish | FRESH | +0.86% | +0.07% | 414.41 | 421.11 | |
| peer NVDA | · unclear | FRESH | +0.72% | +0.22% | 212.95 | 216.67 | |
| AVGO | · unclear | FRESH | +0.70% | +0.09% | 336.29 | 343.77 | |
| QCOM | · unclear | FRESH | +0.62% | -0.06% | 183.82 | 190.90 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | ASML | ○ skip | — | verdict PRICED — Δ prev close +2.86% · Δ 30m +0.16% · px 1638.32 (prev 1592.73) → close -2.50% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | NVDA | ○ skip | — | direction unclear for NVDA → close +0.04% |
| S4 | ASML | ○ skip | — | verdict PRICED — Δ prev close +2.86% · Δ 30m +0.16% · px 1638.32 (prev 1592.73) |
📈 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.