Mon Aug-31 19:03:55
times in Europe/Lisbon
🚨 Alert #848 Mon Jul-27 15:12:07
Qualcomm plans to raise chip price by double-digit percentages
Qualcomm plans to raise chip prices by double-digit percentages starting in September due to supply chain costs and historic shortages, impacting major customers like Apple, Nvidia, and Meta who rely on TSMC manufacturing.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary QCOM | ▲ bullish | PRICED | +1.28% | +0.14% | 165.74 | 170.94 | |
| peer AMD | ▼ bearish | PRICED | -4.12% | -3.03% | 478.36 | 538.04 | |
| NVDA | ▼ bearish | PRICED | -2.32% | -0.98% | 195.52 | 208.69 | |
| META | ▼ bearish | PRICED | +2.22% | +0.70% | 593.26 | 608.50 | |
| counterparty TSM | ▲ bullish | REPRICING | -1.29% | -1.16% | 389.53 | 410.60 | |
| AAPL | ▼ bearish | FRESH | +0.98% | +0.17% | 333.66 | 339.17 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | QCOM | ○ skip | — | verdict PRICED — Δ prev close +1.28% · Δ 30m +0.14% · px 169.10 (prev 166.97) → close +0.38% |
| S2 | TSM | ○ skip | — | inferred long contradicts tape: TSM -1.29% since prev close → close +0.04% |
| S3 | AMD | ○ skip | — | verdict PRICED — Δ prev close -4.12% · Δ 30m -3.03% · px 500.47 (prev 521.95) → close -1.27% |
| S4 | QCOM | ○ skip | — | verdict PRICED — Δ prev close +1.28% · Δ 30m +0.14% · px 169.10 (prev 166.97) |
📈 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.