QualcommShort · ~2 weeksas of 2026-10-05Bearish
News carried this call — it supplied almost the entire lean; the other voters nearly net out.
Coverage
4/7
Agreement
0.73
.68
Conviction
How the swarm reasoned
✓Question›✓Coverage›3Driver›4Consensus›5Gate›6Verdict
📰
News Driver
Recent sentiment 0.36 vs 120d baseline 1.00 across 4 stories.
−0.367
Lumentum, Qualcomm, and Corning to Demonstrate High-Density 1060 nm VCSEL Optical D2D Connectivity for AI Scale-Up at ECOC 2026 [src]+0.0334%
5 item(s) · sums to -0.367
🧭
Structural Bearish
Industry Index 14.7 (falling -2.8 over window) — structural headwind.
−0.067
▸Industry Index falling -2.8 [no link]−0.0354%
Industry Index level 14.7 [no link]−0.0313%
2 item(s) · sums to -0.067
⚖️
Options positioning Bullish
Delayed per-contract options — call premium 57% / put 43% (net skew 0.15), unusualness 40/100. No known catalyst (unexplained — not proof of informed trading).
+0.007
▸1 item(s) · sums to +0.007
📉
Price momentum Bearish
Technical flat across short+medium horizon(s) — vote -0.03, confidence 0.29 from 11 indicator sub-signal(s).
−0.006
▸Moving-average trend (medium) [no link]+0.0344%
MACD histogram (medium) [no link]−0.0101%
MACD histogram (short) [no link]−0.0081%
Momentum (medium) [no link]−0.0081%
Stochastic (short) [no link]−0.0071%
Momentum (short) [no link]−0.0061%
Moving-average trend (short) [no link]+0.0061%
OBV (short) [no link]−0.0051%
Bollinger %B (short) [no link]−0.0030%
RSI trend (short) [no link]−0.0000%
ADX / DMI (medium) [no link]−0.0000%
ADX 16 (trend strength 0.40) [no link]0.0000%
Bollinger %B 0.33 (extreme 0.00) [no link]0.0000%
RSI 49 (overextension penalty 0.00) [no link]0.0000%
14 item(s) · sums to -0.006
📈
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?
Most voters leaned one way; news dissented. Directional agreement 0.73.
The gate · score → conviction → verdict
Raw score
−0.433
×
Agree·cover·strength
0.73
→
Conviction
0.68
A clear bearish score; conviction 0.68 reflects how strongly the agents agree. Conviction is confidence, not a probability of the move.
as of 2026-10-05 · config sig-v4-2026-07-26