Sun Oct-18 15:07:08
times in Europe/Lisbon
🚨 Alert #5511 Fri Sep-25 15:31:06
Taiwan backs early plan to restart nuclear power in policy shift | Sing Yee Ong
Taiwan approved a preliminary plan to restart the Maanshan Nuclear Power Plant by 2028 to address surging electricity demand from data centers and enhance energy security.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary TSM | ▲ bullish | REPRICING | -0.40% | -1.03% | 449.25 | 456.33 | |
| SMCI | ▲ bullish | PRICED | +3.42% | -1.04% | 41.99 | 43.60 | |
| META | ▲ bullish | PRICED | -3.34% | -0.65% | 747.60 | 777.82 | |
| MSFT | ▲ bullish | PRICED | +3.26% | -0.16% | 497.08 | 519.22 | |
| QCOM | ▲ bullish | PRICED | +3.19% | -0.58% | 195.69 | 205.77 | |
| ASML | ▲ bullish | REPRICING | +1.05% | -0.97% | 1641.53 | 1757.71 | |
| AMZN | ▲ bullish | FRESH | -0.77% | -0.43% | 247.44 | 251.44 | |
| peer NVDA | ▲ bullish | REPRICING | -0.55% | -0.82% | 223.35 | 226.53 | |
| MU | ▲ bullish | REPRICING | -0.22% | -1.16% | 1074.33 | 1106.25 | |
| AVGO | ▲ bullish | REPRICING | -0.21% | -0.97% | 349.64 | 356.00 | |
| AMD | ▲ bullish | REPRICING | +0.05% | -1.12% | 626.27 | 641.99 | |
| GOOGL | ▲ bullish | FRESH | +0.04% | -0.39% | 341.70 | 346.18 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | TSM | ○ skip | — | verdict REPRICING, direction bullish -> long TSM (regulatory: Taiwan approved a preliminary plan to restart the Maanshan Nuclear Power Plant by 2028 to address surging electricity demand from data centers and enhance energy security.) [skipped: duplicate theme — already holding S1 long TSM exiting 2026-09-25] → close +0.41% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | NVDA | ○ skip | — | inferred long: materiality 65 below floor 75 → close +0.91% |
| S4 | TSM | ○ skip | — | overnight drift: long TSM at close, exit next close (regulatory: Taiwan approved a preliminary plan to restart the Maanshan Nuclear Power Plant by 2028 to address surging electricity demand from data centers and enhance energy security.) [skipped at close: outranked — mat 65 long lost to mat 85 short (decision 22132) for S4 TSM exiting 2026-09-28] |
📈 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.