How the signal is computed

NVIDIAShort · ~2 weeksas of 2026-10-13Bullish

News led a bullish call; the other agents split, so conviction reflects the disagreement.

Coverage

4/7

Agreement

0.75

.54

Conviction

How the swarm reasoned

✓Question›✓Coverage›3Driver›4Consensus›5Gate›6Verdict

📰

News Driver

Recent sentiment 0.30 vs 120d baseline 0.00 across 17 stories.

+0.197

NVIDIA contributes Vera Rubin rack designs to OCP; Meta adopts Spectrum-6 switches [src]+0.0266%

NVIDIA and Cisco announce USFP, a 400Gb/s-per-lane pluggable optics form factor [src]+0.0266%

Samsung locks in about 75-80% of next year's memory output through long-term supply deals [src]+0.0225%

NVIDIA and Microsoft open preorders for RTX Spark Windows laptops [src]+0.0215%

CoreWeave enters India with 240 MW of capacity at AdaniConneX's Navi Mumbai campus [src]+0.0215%

Samsung's 12-layer HBM4E passes Nvidia and hyperscaler qualification tests, Korea Economic Daily reports [src]+0.0205%

Mistral launches public preview of Mistral Large 4 ('Le Chonk') [src]+0.0204%

CoreWeave makes NVIDIA Vera Rubin NVL72 available, with Cognition first [src]+0.0153%

Super Micro contractor pleads guilty in scheme to divert AI servers with Nvidia chips to China [src]−0.0143%

OpenAI tells investors annualized revenue was about $50B at end of September [src]−0.0133%

Quanta Computer September revenue NT$325.3 billion, up 76.7% year on year; Q3 revenue up 125.2% [src]+0.0123%

NVIDIA in early talks to acquire or invest more in Reflection AI, FT reports [src]+0.0102%

NVIDIA launches Open Agent Safety Platform [src]+0.0082%

NVIDIA agrees to buy stakes in French startups Doctolib and Genesis AI [src]+0.0072%

NVIDIA commits $1 billion over five years to advance US science [src]+0.0061%

Supermicro Now Shipping NVIDIA Vera Rubin NVL72 Racks [src]+0.0061%

SAP advances NVIDIA OpenShell integration for enterprise agents [src]+0.0031%

17 item(s) · sums to +0.197

🧭

Structural Bullish

Industry Index 95.5 (rising 6.3 over window) — structural tailwind.

+0.119

▸

Industry Index rising 6.3 [no link]+0.07918%

Industry Index level 95.5 [no link]+0.0399%

2 item(s) · sums to +0.119

📉

Price momentum Bullish

Technical uptrend across short+medium horizon(s) — vote 0.22, confidence 0.20 from 11 indicator sub-signal(s).

+0.028

▸

Moving-average trend (medium) [no link]+0.0184%

Momentum (medium) [no link]+0.0133%

Moving-average trend (short) [no link]+0.0041%

MACD histogram (medium) [no link]−0.0041%

OBV (short) [no link]+0.0031%

MACD histogram (short) [no link]−0.0031%

Stochastic (short) [no link]−0.0020%

Momentum (short) [no link]−0.0010%

ADX / DMI (medium) [no link]−0.0010%

RSI trend (short) [no link]+0.0000%

Bollinger %B (short) [no link]+0.0000%

ADX 16 (trend strength 0.41) [no link]0.0000%

Bollinger %B 0.51 (extreme 0.00) [no link]0.0000%

RSI 52 (overextension penalty 0.00) [no link]0.0000%

14 item(s) · sums to +0.028

⚖️

Options positioning Bullish

Delayed per-contract options — call premium 74% / put 26% (net skew 0.47), unusualness 40/100. Context: matches: NVIDIA contributes Vera Rubin rack designs to….

+0.022

▸

Unusual-activity net skew [src]+0.0225%

1 item(s) · sums to +0.022

📈

Growth Abstained

Fundamentals inform the ~3-month call, not a 2-week move.

—

🏦

Smart money Abstained

13F filings move too slowly for a 2-week call.

—

🏰

Moat Abstained

The moat prior is a ~6-month structural view, not a 2-week move.

—

Consensus · did they agree?

Voters broadly aligned. Directional agreement 0.75.

The gate · score → conviction → verdict

Raw score

+0.366

Agree·cover·strength

0.75

→

Conviction

0.54

A clear bullish score; conviction 0.54 reflects how strongly the agents agree. Conviction is confidence, not a probability of the move.

as of 2026-10-13 · config sig-v4-2026-07-26

Signal history

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How the signal is computed — NVIDIA

Signal history