Mon Aug-31 19:02:18
times in Europe/Lisbon
🚨 Alert #706 Fri Jul-24 15:23:12
TPU-As-A-Service could boost Google's 2028 profit by over 15%: Barclays By Investing.com
Barclays projects that Alphabet's potential launch of a TPU-as-a-Service model could increase its 2028 gross profit by 15% and has raised its Google Cloud forecasts.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary GOOGL | ▲ bullish | PRICED | +1.02% | -0.19% | 317.91 | 322.58 | |
| AMD | · unclear | PRICED | -3.40% | +0.44% | 519.05 | 548.99 | |
| counterparty AVGO | ▲ bullish | PRICED | -2.66% | +0.30% | 379.17 | 392.10 | |
| NVDA | ▼ bearish | FRESH | -0.99% | +0.38% | 205.04 | 211.59 | |
| AMZN | · unclear | REPRICING | -0.62% | -0.57% | 231.48 | 234.89 | |
| META | · unclear | FRESH | -0.49% | +0.18% | 594.15 | 609.65 | |
| peer MSFT | · unclear | FRESH | +0.20% | +0.06% | 380.94 | 387.73 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | GOOGL | ○ skip | — | verdict PRICED — Δ prev close +1.02% · Δ 30m -0.19% · px 320.94 (prev 317.69) → close -0.12% |
| S2 | AVGO | ○ skip | — | verdict PRICED — Δ prev close -2.66% · Δ 30m +0.30% · px 382.04 (prev 392.47) → close -0.32% |
| S3 | MSFT | ○ skip | — | direction unclear for MSFT → close +0.12% |
| S4 | GOOGL | ○ skip | — | verdict PRICED — Δ prev close +1.02% · Δ 30m -0.19% · px 320.94 (prev 317.69) |
📈 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.