C5 Reverse Contagion: Monthly Average Trigger Points A100 Too Low
C5 is the mirror image: monthly average compute trigger is up +67 delta while the A100 hourly price lagging market sits at just 42c — a +60 gap suggesting the A100 market is 60c underpriced relative to its monthly average trigger. C8 confirms: B200 trigger +26 delta vs A100 lagging at 42c yields a +48 gap. Two independent positive triggers are pointing at the same underpriced A100 market. The 42c price on the A100 hourly contract implies near coin-flip on a market that two correlated instruments suggest should be 70c+. Buy the A100 lagging market referenced in C5 and C8.
The NVIDIA compute complex shows the largest contagion gaps in the entire dataset — C1 shows a -79 gap where the A100 trigger has moved -40 delta but the monthly average lagging market sits at 68c, and C5 shows a +60 gap in the opposite direction. These are not noise; they represent markets in the same fundamental group (Tech/IPO) that have diverged by more than 5x the typical arb threshold. Tesla earnings cross-contamination (C2, C3) adds a second trigger layer, as the same lagging NVIDIA monthly average market is infected by multiple independent negative triggers.
CatalystNVIDIA earnings or compute pricing index update
RiskA100 obsolescence from B200 ramp causes structural price suppression independent of monthly average
WatchA100 lagging market reprices from 42c toward 70c+ · by 2026-08-01
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