Sun Oct-18 15:16:34
times in Europe/Lisbon
🚨 Alert #5159 Mon Sep-21 20:10:28
Qualcomm Surges 7% as Amazon Validates Its Data-Center Pivot
Amazon has agreed to purchase up to $60 billion of Qualcomm products and receive warrants valued at $4 billion as the companies collaborate on custom AI inference silicon and optical connectivity.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary QCOM | ▲ bullish | PRICED | +9.22% | +0.35% | 179.81 | 195.76 | |
| AMD | ▼ bearish | PRICED | +9.45% | +0.61% | 573.31 | 619.99 | |
| peer NVDA | ▼ bearish | PRICED | +2.39% | -0.08% | 222.61 | 228.38 | |
| counterparty AMZN | ▲ bullish | PRICED | +2.23% | +0.30% | 254.09 | 259.35 | |
| AVGO | ▼ bearish | REPRICING | +1.41% | -0.03% | 355.31 | 364.50 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | QCOM | ○ skip | — | verdict PRICED — Δ prev close +9.22% · Δ 30m +0.35% · px 194.11 (prev 177.72) → close +0.35% |
| S2 | AMZN | ○ skip | — | verdict PRICED — Δ prev close +2.23% · Δ 30m +0.30% · px 259.17 (prev 253.51) → close -0.24% |
| S3 | NVDA | ○ skip | — | verdict PRICED — Δ prev close +2.39% · Δ 30m -0.08% · px 227.40 (prev 222.09) → close -0.11% |
| S4 | QCOM | ○ skip | — | verdict PRICED — Δ prev close +9.22% · Δ 30m +0.35% · px 194.11 (prev 177.72) |
📈 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.