Sun Oct-18 15:07:32
times in Europe/Lisbon
🚨 Alert #5029 Fri Sep-18 20:10:34
SpaceX CFO: New Compute Deal Puts Company Closer to $100B ARR Goal
SpaceX CFO stated the company is on track to reach over $100 billion in annual recurring revenue by December 2026 following a new hosting deal.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary TSLA | ▲ bullish | FRESH | -0.62% | +0.03% | 361.38 | 369.75 | |
| META | · unclear | REPRICING | -1.47% | +0.06% | 665.16 | 693.51 | |
| AMZN | · unclear | REPRICING | +1.23% | +0.40% | 251.18 | 255.12 | |
| GOOGL | · unclear | REPRICING | +1.14% | +0.08% | 348.76 | 357.91 | |
| MSFT | · unclear | FRESH | -0.32% | +0.24% | 491.83 | 497.90 | |
| peer NVDA | · unclear | FRESH | +0.06% | +0.02% | 218.76 | 222.58 |
🧭 Decisions
📈 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.