Sun Oct-18 15:11:04
times in Europe/Lisbon
🚨 Alert #6301 Thu Oct-01 19:50:32
Qualcomm Handed Amazon $4 Billion in Warrants to Help Beat Nvidia - Startup Fortune
Qualcomm Handed Amazon $4 Billion in Warrants to Help Beat Nvidia - Startup Fortune
🎯 Tickers & verdicts
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | QCOM | ○ skip | — | verdict FRESH, direction bullish -> long QCOM (partnership: Qualcomm Handed Amazon $4 Billion in Warrants to Help Beat Nvidia - Startup Fortune) [skipped: duplicate theme — already holding S1 long QCOM exiting 2026-10-01] → close -0.82% |
| S2 | AMZN | ○ skip | — | direction unclear for AMZN → close -0.49% |
| S3 | NVDA | ○ skip | — | inferred short contradicts tape: NVDA +1.59% since prev close → close -0.44% |
| S4 | QCOM | ○ skip | — | overnight drift: long QCOM at close, exit next close (partnership: Qualcomm Handed Amazon $4 Billion in Warrants to Help Beat Nvidia - Startup Fortune) [skipped at close: outranked — mat 71 long lost to mat 72 long (decision 24768) for S4 QCOM exiting 2026-10-02] |
📈 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.