SQLite Web: event

id

Primary key. TEXT

event_id

TEXT NOT NULL

watcher_id

TEXT

signal_type

TEXT NOT NULL

value

{"aggregator_url":"https://www.nasdaq.com/articles/i-sold-my-warner-bros-shares-and-bought-these-2-growth-stocks-instead-ai-supercycle-made","as_of":"2026-04-18T00:01:35.734361+00:00","canonical_url":"https://www.fool.com/investing/2026/04/17/i-sold-my-warner-bros-shares-and-bought-these-2-gr/","enrichment":{"aggregator_url":"https://www.nasdaq.com/articles/i-sold-my-warner-bros-shares-and-bought-these-2-growth-stocks-instead-ai-supercycle-made","article_chars":4999,"article_truncated":true,"blocked_reason":null,"candidate_id":"sc_13edc383f60cdcdb","canonical_host":"fool.com","canonical_is_aggregator":false,"canonical_url":"https://www.fool.com/investing/2026/04/17/i-sold-my-warner-bros-shares-and-bought-these-2-gr/","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-18T00:04:02.666825+00:00","extraction_method":"trafilatura","fetched_description":"Key PointsBroadcom is set to see huge growth from networking and custom AI chips.","fetched_title":"I Sold My Warner Bros. Shares and Bought These 2 Growth Stocks Instead. The AI Supercycle Made It Obvious. | Nasdaq","final_url":"https://www.nasdaq.com/articles/i-sold-my-warner-bros-shares-and-bought-these-2-growth-stocks-instead-ai-supercycle-made","html_truncated":false,"paywall_likely":false,"publisher_domain":"fool.com","publisher_resolution":"canonical_url","requested_url":"https://www.nasdaq.com/articles/i-sold-my-warner-bros-shares-and-bought-these-2-growth-stocks-instead-ai-supercycle-made","source_event_id":"evt_ae3c96b36704","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"fp":"65113bf2490b5533","kind":"unusual_volume","published_at":"2026-04-17T23:05:00+00:00","publisher_domain":"fool.com","signal_understanding":{"analysis_basis":"article","claim_confidence":0.62,"dates_mentioned":["December 17, 2004","April 15"],"entities":[{"asset_class":"equity","name":"Broadcom","relevance":"high","symbol":"AVGO","type":"company"},{"asset_class":"equity","name":"Advanced Micro Devices","relevance":"high","symbol":"AMD","type":"company"},{"asset_class":"equity","name":"Warner Bros. Discovery","relevance":"medium","symbol":"","type":"company"}],"event_type":"other","information_gaps":["No unusual volume ratio vs average is provided in the text (baseline volume, volume ratio, and direction are null).","No explicit statement confirms that any unusual volume is driven by news; the article is an opinion piece about AI stocks rather than a volume/market microstructure report.","No specific catalyst is tied to unusual trading volume for AVGO or AMD; the only catalyst-like content is the general AI infrastructure thesis and the author\u2019s portfolio action (selling WBD, buying AVGO/AMD).","Warner Bros. Discovery acquisition is mentioned but no ticker, deal timing, or volume impact details are provided."],"key_facts":["The author says they sold Warner Bros. Discovery shares and bought Broadcom and AMD instead.","The article claims Broadcom is positioned for growth from (1) increasing importance of networking and (2) custom AI accelerators/ASIC technology.","The article states Broadcom offers data center networking components and highlights its Tomahawk Ethernet switching solution.","The article claims Broadcom provides IP/know-how to turn customer chip designs into manufactured ASICs and cites Alphabet TPUs as an example.","The article claims Broadcom has deals with OpenAI and Meta to help design custom chips and projects $100 billion in custom chip sales in fiscal 2027.","The article claims AMD is positioned for inference and agentic AI, citing its upcoming MI450 GPU and chiplet design for more memory.","The article states AMD\u2019s ROCm software platform has improved and that new AI code is written with open-source frameworks.","The article claims OpenAI and Meta each committed to 6 gigawatts of AMD GPUs and that they will take a stake in AMD via warrants.","The article claims AMD\u2019s acquisition of ZT Systems will enable end-to-end full rack systems for inference and agentic AI."],"numeric_claims":[{"label":"custom chip sales projection","value":"$100 billion in fiscal 2027"},{"label":"clusters size (networking context)","value":"1 million chips"},{"label":"OpenAI/Meta GPU commitment","value":"6 gigawatts each"}],"primary_claim":"Broadcom and AMD are expected to see major growth from AI infrastructure trends, making them preferable to Warner Bros. Discovery shares in the author\u2019s view.","relevance_score":0.25,"sentiment":"positive","source_quality":"high","summary":"The article argues that Broadcom (AVGO) and AMD (AMD) are positioned to benefit from an \u201cAI supercycle,\u201d citing networking and custom AI accelerators for Broadcom and inference/agentic AI for AMD. It does not provide any unusual trading volume metrics or a confirmed volume catalyst for AVGO or AMD.","topics":["AI infrastructure","networking","custom AI accelerators (ASICs)","inference","agentic AI","data center networking","Tomahawk Ethernet","TPUs","AMD MI450","ROCm","OpenAI","Meta","Alphabet","Anthropic","ZT Systems","AI supercycle"]},"source":"Nasdaq Markets","source_domain":"fool.com","summary":"Key PointsBroadcom is set to see huge growth from networking and custom AI chips.","tickers":[],"title":"I Sold My Warner Bros. Shares and Bought These 2 Growth Stocks Instead. The AI Supercycle Made It Obvious.","url":"https://www.fool.com/investing/2026/04/17/i-sold-my-warner-bros-shares-and-bought-these-2-gr/"}

TEXT NOT NULL

threshold

TEXT

direction

TEXT

severity

TEXT

window

TEXT

source

TEXT NOT NULL

reason_trace

TEXT

dedupe_key

TEXT NOT NULL

throttle_s

INTEGER (default 0

created_at

TEXT NOT NULL (default strftime('%Y-%m-%dT%H:%M:%fZ','now')

event_store.db — signals

Update row sig_11570894670b in signals