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Update row sig_a6f5282701e8 in signals
id
sig_a6f5282701e8
Primary key.
TEXT
event_id
41287
TEXT NOT NULL
watcher_id
NULL
TEXT
signal_type
discovery_options_flow_delta
TEXT NOT NULL
value
{"aggregator_url":"https://www.nasdaq.com/articles/bull-day-micron-mu-0","as_of":"2026-04-14T09:10:46.756430+00:00","canonical_url":"https://www.nasdaq.com/articles/bull-day-micron-mu-0","enrichment":{"aggregator_url":"https://www.nasdaq.com/articles/bull-day-micron-mu-0","article_chars":3786,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_2d761910ffee2057","canonical_host":"nasdaq.com","canonical_is_aggregator":false,"canonical_url":"https://www.nasdaq.com/articles/bull-day-micron-mu-0","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-14T09:11:24.224603+00:00","extraction_method":"trafilatura","fetched_description":"With its HBM capacity sold out and EPS expected to soar over 600%, this semiconductor giant is positioning itself to dominate the next wave of physical and Agentic AI.","fetched_title":"Bull of the Day: Micron (MU) | Nasdaq","final_url":"https://www.nasdaq.com/articles/bull-day-micron-mu-0","html_truncated":false,"paywall_likely":false,"publisher_domain":"nasdaq.com","publisher_resolution":"canonical_url","requested_url":"https://www.nasdaq.com/articles/bull-day-micron-mu-0","source_event_id":"evt_2f426cd37117","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"fp":"8271623910c3cbf3","kind":"options_flow","published_at":"2026-04-14T08:00:00+00:00","publisher_domain":"nasdaq.com","signal_understanding":{"analysis_basis":"article","claim_confidence":0.62,"dates_mentioned":["late 2024","two weeks ago","twelve weeks","2026","2027"],"entities":[{"asset_class":"equity","name":"Micron Technology Company","relevance":"high","symbol":"MU","type":"company"},{"asset_class":"equity","name":"NVIDIA","relevance":"medium","symbol":"NVDA","type":"company"}],"event_type":"other","information_gaps":["Options-flow details required by the signal type are not present in the provided text: no call/put direction, no expiry dates, no days-to-expiry, no flow size, no open-interest context, and no relative magnitude.","The signal type is labeled as discovery_options_flow_delta, but the article content provided is a fundamental/technical narrative rather than an options-flow report.","No explicit statement is made about whether the options activity (if any) suggests informed positioning."],"key_facts":["Micron is described as a leading provider of semiconductor memory solutions (DRAM, NAND, NOR, 3D XPoint).","The article states Micron\u2019s HBM3E and newly shipped HBM4 modules consume 30% less power than competitors.","The article claims Micron\u2019s HBM market share increased from 9% in late 2024 to ~20% today.","The article states Micron has announced its HBM capacity is sold out through 2026.","The article reports last quarter revenue of $23.86B, up 196% year-over-year.","The article reports EPS of $12.20 versus Wall Street estimates of $9.","The article states Micron has beaten Zacks Consensus Estimates for 12 consecutive quarters and by an average of 21.74% over the past four quarters.","The article cites Zacks Consensus Analyst Estimates for earnings soaring more than 6x in 2026 and another 64% in 2027.","The article states Micron shares have quadrupled and have been basing for twelve weeks; it mentions a potential breakout target of ~$550 (technical discussion)."],"numeric_claims":[{"label":"HBM capacity sold out through","value":"2026"},{"label":"HBM power consumption vs competitors","value":"30% less"},{"label":"HBM market share (late 2024)","value":"9%"},{"label":"HBM market share (today)","value":"~20%"},{"label":"Revenue (last quarter)","value":"$23.86B"},{"label":"Revenue YoY growth","value":"196%"},{"label":"EPS (reported)","value":"$12.20"},{"label":"EPS (Wall Street estimate)","value":"$9"},{"label":"Earnings growth estimate (2026)","value":"more than 6x"},{"label":"Earnings growth estimate (2027)","value":"64%"},{"label":"Technical target","value":"~$550"}],"primary_claim":"Micron\u2019s HBM capacity is sold out through 2026 and the article expects AI-driven demand to support strong earnings growth.","relevance_score":0.35,"sentiment":"positive","source_quality":"high","summary":"The article is bullish on Micron (MU), citing sold-out HBM capacity through 2026 and strong recent earnings, and argues this should benefit from AI-driven memory demand. No specific options-flow metrics (calls/puts, expiry, size vs open interest, or days-to-expiry) are provided in the text.","topics":["HBM demand","AI buildout","earnings performance","HBM capacity sold out","options flow (not provided)"]},"source":"Nasdaq Investing","source_domain":"nasdaq.com","summary":"With its HBM capacity sold out and EPS expected to soar over 600%, this semiconductor giant is positioning itself to dominate the next wave of physical and Agentic AI.","tickers":["MU"],"title":"Bull of the Day: Micron (MU)","url":"https://www.nasdaq.com/articles/bull-day-micron-mu-0"}
TEXT NOT NULL
threshold
NULL
TEXT
direction
NULL
TEXT
severity
NULL
TEXT
window
NULL
TEXT
source
discovery_ingestor
TEXT NOT NULL
reason_trace
{"_evidence_event_ids":["evt_2f426cd37117"]}
TEXT
dedupe_key
signal_enriched:discovery_options_flow_delta:7c023910fb309f99
TEXT NOT NULL
throttle_s
INTEGER (default 0
created_at
2026-04-14T09:10:46.756430+00:00
TEXT NOT NULL (default strftime('%Y-%m-%dT%H:%M:%fZ','now')
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