kingfisher — alert #497

🚨 Alert #497 Wed Jul-22 18:20:05

Evercore: Alphabet Needs 17%+ Search Growth and 70%+ Cloud Growth to Beat Q2 Expectations Tonight

finance.yahoo.com · Wed Jul-22 18:10:52 published · Wed Jul-22 18:20:05 alerted · alerted 9m after publish · read at finance.yahoo.com ↗ · analyst · mat 65

Evercore ISI analyst Mark Mahaney outlined high growth thresholds for Alphabet's Search and Cloud segments required to justify its valuation ahead of its Q2 2026 earnings report.

🎯 Tickers & verdicts

ticker	direction	verdict	since close	30m	day lo	day hi
primary GOOGL	· unclear	FRESH	+0.32%	-0.04%	325.51	349.70
NVDA	· unclear	PRICED	+2.90%	-0.04%	204.56	214.40
counterparty MSFT	▲ bullish	PRICED	-2.50%	-0.20%	386.37	399.90
peer META	· unclear	PRICED	-2.22%	-0.01%	617.94	646.85
AMZN	· unclear	PRICED	-1.72%	-0.35%	240.00	248.50

🧭 Decisions

strategy	ticker	action	side	rationale
S1	GOOGL	○ skip	—	direction unclear for GOOGL → close -1.50%
S2	MSFT	○ skip	—	verdict PRICED — Δ prev close -2.50% · Δ 30m -0.20% · px 387.82 (prev 397.75) → close +0.51%
S3	META	○ skip	—	direction unclear for META → close -0.24%
S4	GOOGL	○ skip	—	direction unclear for GOOGL

📈 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.