Mon Aug-31 20:04:44
times in Europe/Lisbon
🚨 Alert #811 Mon Jul-27 13:03:53
China memory chipmaker CXMT's shares soar in a blockbuster share listing in Shanghai - The Zimbabwe Mail China memory chipmaker CXMT's shares soar in a blockbuster share listing in Shanghai | Zimbabwe News - The Zimbabwe Mail
Chinese memory chipmaker CXMT completed a massive IPO in Shanghai, surging 466% to become a major competitor in the DRAM market against US firms like Micron.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary MU | ▼ bearish | PRICED | -4.97% | +0.49% | 858.59 | 947.60 | |
| TSM | · unclear | PRICED | -1.43% | -0.06% | 389.53 | 410.60 | |
| AMD | · unclear | FRESH | -0.99% | +0.44% | 478.36 | 538.04 | |
| AVGO | · unclear | FRESH | -0.48% | +0.10% | 375.12 | 391.58 | |
| QCOM | · unclear | FRESH | -0.40% | +0.21% | 165.74 | 170.94 | |
| peer NVDA | · unclear | FRESH | -0.23% | +0.19% | 195.52 | 208.69 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | MU | ○ skip | — | verdict PRICED — Δ prev close -4.97% · Δ 30m +0.49% · px 940.99 (prev 990.21) → close -5.43% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | NVDA | ○ skip | — | direction unclear for NVDA → close -5.44% |
| S4 | MU | ○ skip | — | verdict PRICED — Δ prev close -4.97% · Δ 30m +0.49% · px 940.99 (prev 990.21) |
📈 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.