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418956
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evt_026fd66560ab
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signal_ingest
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2026-04-20T10:10:11.437100+00:00
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daemon:signal_enrichment
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[]
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{"created_at":"2026-04-20T10:08:18.324 {"created_at":"2026-04-20T10:08:18.324557+00:00","dedupe_key":"signal_enriched:discovery_unusual_volume_delta:e879e5aca375e9ab","evidence_event_ids":["evt_fadd91958663"],"signal_type":"discovery_unusual_volume_delta","source":"discovery_ingestor","value":{"aggregator_url":"https://www.nasdaq.com/articles/may-21-could-be-terrible-day-ai-titan-nvidia-based-what-history-tells-us","as_of":"2026-04-20T10:08:18.324557+00:00","canonical_url":"https://www.fool.com/investing/2026/04/20/may-21-terrible-day-ai-titan-nvda-based-on-history/","enrichment":{"aggregator_url":"https://www.nasdaq.com/articles/may-21-could-be-terrible-day-ai-titan-nvidia-based-what-history-tells-us","article_chars":5000,"article_truncated":true,"blocked_reason":null,"candidate_id":"sc_cd7ce21f6cb71438","canonical_host":"fool.com","canonical_is_aggregator":false,"canonical_url":"https://www.fool.com/investing/2026/04/20/may-21-terrible-day-ai-titan-nvda-based-on-history/","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-20T10:10:11.428483+00:00","extraction_method":"trafilatura","fetched_description":"Key PointsNvidia will release its 2027 fiscal first-quarter operating results after the closing bell on May 20.","fetched_title":"May 21 Could Be a Terrible Day for AI Titan Nvidia, Based on What History Tells Us | Nasdaq","final_url":"https://www.nasdaq.com/articles/may-21-could-be-terrible-day-ai-titan-nvidia-based-what-history-tells-us","html_truncated":false,"paywall_likely":false,"publisher_domain":"fool.com","publisher_resolution":"canonical_url","requested_url":"https://www.nasdaq.com/articles/may-21-could-be-terrible-day-ai-titan-nvidia-based-what-history-tells-us","source_event_id":"evt_fadd91958663","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"fp":"f5af37f3179d3406","kind":"unusual_volume","published_at":"2026-04-20T09:26:00+00:00","publisher_domain":"fool.com","signal_understanding":{"analysis_basis":"article","claim_confidence":0.74,"dates_mentioned":["May 20","May 21","late February","December 17, 2004","April 15, 2005","Q4 2026","Q3 2026","Q2 2026","Q1 2026","Q4 2025","Q3 2025","Q2 2025"],"entities":[{"asset_class":"equity","name":"Nvidia","relevance":"high","symbol":"NVDA","type":"company"},{"asset_class":"person","name":"Jensen Huang","relevance":"medium","symbol":"","type":"person"}],"event_type":"earnings","information_gaps":["No unusual volume ratio vs average is provided in the text (baseline volume, volume ratio, and direction are missing).","The signal type suggests unusual volume delta, but the article content provided does not mention volume changes or confirm any volume-related catalyst.","Catalyst hypothesis for the stock move is framed as historical expectation/market reaction rather than a specific new catalyst; no explicit catalyst beyond the upcoming earnings date is stated."],"key_facts":["Nvidia will release its fiscal 2027 first-quarter operating results after the closing bell on May 20.","The article states that Nvidia guided for $78 billion in first-quarter sales (plus or minus 2%) and a GAAP gross margin of 74.9% when it reported fiscal fourth-quarter results in late February.","The article claims Nvidia\u2019s shares have performed poorly the day following quarterly earnings releases, citing day-after returns for Q4 2026 (-5.5%), Q3 2026 (-3.2%), Q2 2026 (-0.8%), Q1 2026 (+3.2%), Q4 2025 (-8.5%), Q3 2025 (+0.5%), and Q2 2025 (-6.4%).","The article states that shares declined from their prior-day close following five of the last seven quarterly earnings releases.","The article states that, on average, Nvidia loses 3% of its value after unveiling its operating results."],"numeric_claims":[{"label":"first-quarter sales guidance (fiscal 2027 Q1)","value":"$78 billion (\u00b12%)"},{"label":"GAAP gross margin guidance","value":"74.9%"},{"label":"implied sales growth from comparable quarter","value":"77%"},{"label":"Blackwell + Vera Rubin lifetime sales target by end of 2027","value":"$1 trillion"},{"label":"average value loss after operating results (per article)","value":"3%"},{"label":"day-after return examples","value":"Q4 2026 -5.5%, Q3 2026 -3.2%, Q2 2026 -0.8%, Q1 2026 +3.2%, Q4 2025 -8.5%, Q3 2025 +0.5%, Q2 2025 -6.4%"}],"primary_claim":"Historically, Nvidia shares have declined from the prior-day close following five of the last seven quarterly earnings releases, averaging about a 3% loss after unveiling operating results.","relevance_score":0.62,"sentiment":"mixed","source_quality":"high","summary":"The article argues that Nvidia (NVDA) may see a negative stock reaction on May 21 based on historical performance after its quarterly operating results. It also notes Nvidia is scheduled to report fiscal 2027 Q1 operating results after the close on May 20.","topics":["earnings date","stock reaction history","AI GPU demand/supply","expectations risk"]},"source":"Nasdaq Markets","source_domain":"fool.com","summary":"Key PointsNvidia will release its 2027 fiscal first-quarter operating results after the closing bell on May 20.","tickers":[],"title":"May 21 Could Be a Terrible Day for AI Titan Nvidia, Based on What History Tells Us","url":"https://www.fool.com/investing/2026/04/20/may-21-terrible-day-ai-titan-nvda-based-on-history/"}}...
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candidate:sc_cd7ce21f6cb71438
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0.74
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signal_enriched:discovery_unusual_volume_delta:e87 signal_enriched:discovery_unusual_volume_delta:e879e5aca375e9ab...
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NULL
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2026-04-20T10:10:11.438059+00:00
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352270
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evt_026f19a0eef0
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link_upsert
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2026-04-20T00:04:34.031122+00:00
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:AMD {"link":{"from_id":"equity:AMD","to_id":"theme:space_orbital","type":"member_of","valid_to":"2026-04-20T00:04:34.031122+00:00"}}...
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NULL
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0.0
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opportunity:member_of_close:space_orbital:AMD:2026 opportunity:member_of_close:space_orbital:AMD:2026-04-20...
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NULL
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2026-04-20T00:04:46.961372+00:00
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424955
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evt_026d4bb32f37
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llm_usage
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2026-04-20T11:06:06.720139+00:00
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llm:openai
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[]
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{"cost_usd":0.001159,"meta":{" {"cost_usd":0.001159,"meta":{"feature":"opportunity_theme_emergence","governance":{"chars_trimmed":12988,"complexity":"medium","cost_24h_usd":0.97772,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1661,"input_tokens_original":1661,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":900,"output_tokens_final":900,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:synthesis","complexity:medium","pressure:normal","context_trimmed","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"synthesis"},"max_output_tokens":900,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.2},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0999465422f35ee60069e60899bcb481908eeeb42e0736c9d5","usage":{"input_tokens":2066,"input_tokens_details":{"cached_tokens":0},"output_tokens":597,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2663}}...
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NULL
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0.0
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llm_usage:resp_0999465422f35ee60069e60899bcb481908 llm_usage:resp_0999465422f35ee60069e60899bcb481908eeeb42e0736c9d5...
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NULL
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2026-04-20T11:06:06.720213+00:00
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45057
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evt_026ba35960e3
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llm_usage
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2026-04-14T22:58:16.158519+00:00
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llm:openai
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[]
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{"cost_usd":0.000538,"meta":{" {"cost_usd":0.000538,"meta":{"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":3.901741,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":366,"input_tokens_original":366,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":320,"output_tokens_final":320,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:low","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":320,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_071ad9231cddac660069dec683f5a08190ae433fd0a2c5f04b","usage":{"input_tokens":689,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1009}}...
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NULL
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0.0
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llm_usage:resp_071ad9231cddac660069dec683f5a08190a llm_usage:resp_071ad9231cddac660069dec683f5a08190ae433fd0a2c5f04b...
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NULL
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2026-04-14T22:58:16.158566+00:00
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Edit
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52410
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evt_026b12129523
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llm_usage
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2026-04-16T00:02:09.828886+00:00
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llm:openai
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[]
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{"cost_usd":0.000559,"meta":{" {"cost_usd":0.000559,"meta":{"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":3.161787,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":460,"input_tokens_original":460,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":320,"output_tokens_final":320,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:low","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":320,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0c3b574ed1bed1320069e026fea77c81969f314b0a1593741d","usage":{"input_tokens":797,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1117}}...
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NULL
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0.0
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llm_usage:resp_0c3b574ed1bed1320069e026fea77c81969 llm_usage:resp_0c3b574ed1bed1320069e026fea77c81969f314b0a1593741d...
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NULL
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2026-04-16T00:02:09.828938+00:00
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Edit
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251236
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evt_026afa2600a5
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signal_ingest
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2026-04-19T00:12:47.566150+00:00
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collector:opportunity_research
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[]
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{"created_at":"2026-04-19T00:12:47.566 {"created_at":"2026-04-19T00:12:47.566150+00:00","signal_type":"opportunity_research_snapshot","source":"opportunity_research_ingestor","value":{"as_of":"2026-04-19T00:12:47.566150+00:00","bucket":"2026-04-19T00:00Z","error":"http_status_400","items":[],"meta":{},"provider":"serper","quality_hint":0.6,"query":"SNOW latest developments Form Snowflake Inc Filed 20260417 SEC filing corroboration","source":"opportunity_research_ingestor","source_ref":"targeted_research:case_39be9f81e84311ff","status":"http_400"}}...
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targeted_research:case_39be9f81e84311ff
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0.6
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opportunity_research_snapshot:19a1d120fc1ad45f
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NULL
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2026-04-19T00:12:50.024042+00:00
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Edit
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470643
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evt_026aab22c3a1
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llm_usage
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2026-04-21T10:50:34.971085+00:00
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llm:openai
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[]
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{"cost_usd":0.000429,"meta":{" {"cost_usd":0.000429,"meta":{"feature":null,"governance":{"chars_trimmed":18525,"complexity":"high","cost_24h_usd":1.621872,"enabled":true,"governance_version":"v1","input_budget_tokens":9000,"input_tokens_final":1838,"input_tokens_original":1838,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":1800,"output_tokens_final":1800,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:intel_triage","complexity:high","pressure:normal","context_trimmed","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":4680,"response_format_type":"json_schema","schema_name":"intel_triage_residue_v1","selected_model":"gpt-5.4-nano","task_class":"intel_triage"},"max_output_tokens":1800,"requested_max_output_tokens":4680,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0d22922e53dc99390069e75679337c8194bf97e5285595e18a","usage":{"input_tokens":1963,"input_tokens_details":{"cached_tokens":1792},"output_tokens":29,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1992}}...
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NULL
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0.0
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llm_usage:resp_0d22922e53dc99390069e75679337c8194b llm_usage:resp_0d22922e53dc99390069e75679337c8194bf97e5285595e18a...
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NULL
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2026-04-21T10:50:34.971144+00:00
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Edit
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353142
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evt_02682d1f1c14
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llm_usage
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2026-04-20T00:08:52.814769+00:00
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llm:openai
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[]
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{"cost_usd":0.001398,"meta":{" {"cost_usd":0.001398,"meta":{"feature":null,"governance":{"chars_trimmed":0,"complexity":"medium","cost_24h_usd":0.860454,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1031,"input_tokens_original":1031,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":900,"output_tokens_final":900,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:medium","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":900,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0d376ef26e91f2d00069e56e8e1dc88194b79a91a2c80a26b9","usage":{"input_tokens":1364,"input_tokens_details":{"cached_tokens":0},"output_tokens":900,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2264}}...
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NULL
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0.0
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llm_usage:resp_0d376ef26e91f2d00069e56e8e1dc88194b llm_usage:resp_0d376ef26e91f2d00069e56e8e1dc88194b79a91a2c80a26b9...
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NULL
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2026-04-20T00:08:52.814858+00:00
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Edit
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463843
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evt_0265b037869f
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opportunity_drop_decision
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2026-04-20T18:57:06.399854+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-20T18:57:06.399823+00:0 {"at":"2026-04-20T18:57:06.399823+00:00","entity_key":"equity:BFH","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_106dffacb94f","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-20T18:57:06.399857+00:00
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Edit
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384162
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evt_0264d2c4544d
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signal_ingest
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2026-04-20T04:45:54.887435+00:00
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collector:markets
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[]
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{"created_at":"2026-04-20T04:45:50.996 {"created_at":"2026-04-20T04:45:50.996921+00:00","signal_type":"market_prices_snapshot","source":"market_ingestor","value":{"as_of":"2026-04-20T04:45:50.996921+00:00","candles_by_ticker":{},"movers":[],"quality_hint":1.0,"quotes":{},"source":"market_ingestor","source_ref":"stooq","tickers":["AA","BTCUSD","BZ","CL","GC","SI","URA"]}}...
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stooq
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1.0
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market_prices_snapshot:09df1d0d78c04930
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NULL
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2026-04-20T04:45:54.889226+00:00
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Edit
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408155
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evt_02642a6cc576
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signal_ingest
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2026-04-20T08:27:07.946470+00:00
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collector:opportunity_research
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[]
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{"created_at":"2026-04-20T08:27:07.946 {"created_at":"2026-04-20T08:27:07.946470+00:00","signal_type":"opportunity_research_snapshot","source":"opportunity_research_ingestor","value":{"as_of":"2026-04-20T08:27:07.946470+00:00","bucket":"2026-04-20T08:00Z","error":"http_status_400","items":[],"meta":{},"provider":"serper","quality_hint":0.6,"query":"silver inflation growth risk policy catalyst next 14 days","source":"opportunity_research_ingestor","source_ref":"web_search:serper","status":"http_400"}}...
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web_search:serper
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0.6
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opportunity_research_snapshot:50ee9426dee43d6b
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NULL
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2026-04-20T08:27:10.569260+00:00
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Edit
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52095
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evt_0263f9589739
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llm_usage
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2026-04-15T23:32:31.038304+00:00
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llm:openai
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[]
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{"cost_usd":0.000557,"meta":{" {"cost_usd":0.000557,"meta":{"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":2.951253,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":463,"input_tokens_original":463,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":320,"output_tokens_final":320,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:low","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":320,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_01d90a2501022aa40069e0200ce87c81968ebb8d9d05d373c1","usage":{"input_tokens":784,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1104}}...
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NULL
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0.0
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llm_usage:resp_01d90a2501022aa40069e0200ce87c81968 llm_usage:resp_01d90a2501022aa40069e0200ce87c81968ebb8d9d05d373c1...
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NULL
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2026-04-15T23:32:31.038402+00:00
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1371
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evt_026336b8b777
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notification_sent
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2026-04-08T20:30:22.286038+00:00
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notifier
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[]
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{"channel_id":"C0A8Q869CNL","d {"channel_id":"C0A8Q869CNL","detail":{"channel_type":"slack_bot","error":null,"slack_channel":"C0A8Q869CNL","slack_ts":"1775680222.111709","thread_ts":null,"urgent":false},"kind":"thread_reply","ok":1}...
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NULL
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1.0
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NULL
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NULL
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2026-04-08T20:30:22.286122+00:00
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52224
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evt_0262fcdcf6ce
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signal_candidate_ingest
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2026-04-15T23:44:18.993022+00:00
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collector:news
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[]
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{"created_at":"2026-04-15T23:44:18.993 {"created_at":"2026-04-15T23:44:18.993022+00:00","signal_type":"news_headline_delta","source":"news_rss","url":"https://news.google.com/rss/articles/CBMiqwFBVV95cUxQdkxDaWo2ZjV6VEE1ZHZwZVpBMUw5eWlfLU11VUYzcl94bWFoY2Zhc1BLUUdNeGVKTTZVQzA0UXRFX2Y2MXhCTVE2TVNYVWVZYmt2ZE1wVDF0cFNaeU9pQlE1anpKdVc2VFZyNV9OR3RFOG0zekdUY1hlX0pad2JqUGd6bFBudF96RDZrSTFuRE5NZS1VRnRUM1lMNUdQYlY2MXdxejhGdEoxUE0?oc=5","value":{"fp":"69ad9cca26dfb0fc","published_at":"2026-04-15T14:57:00+00:00","source":"The Daily Beast","source_domain":"thedailybeast.com","source_url":"https://www.thedailybeast.com","summary":"Grisly New Addition to Search for American Missing in Bahamas The Daily Beast View Full Coverage on Google News","title":"Grisly New Addition to Search for American Missing in Bahamas - The Daily Beast","url":"https://news.google.com/rss/articles/CBMiqwFBVV95cUxQdkxDaWo2ZjV6VEE1ZHZwZVpBMUw5eWlfLU11VUYzcl94bWFoY2Zhc1BLUUdNeGVKTTZVQzA0UXRFX2Y2MXhCTVE2TVNYVWVZYmt2ZE1wVDF0cFNaeU9pQlE1anpKdVc2VFZyNV9OR3RFOG0zekdUY1hlX0pad2JqUGd6bFBudF96RDZrSTFuRE5NZS1VRnRUM1lMNUdQYlY2MXdxejhGdEoxUE0?oc=5"}}...
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rss:The Daily Beast
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1.0
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news_delta:915e3fc541edb954
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NULL
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2026-04-15T23:44:18.993109+00:00
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61961
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evt_0261b73117e0
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llm_usage
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2026-04-17T03:32:03.900906+00:00
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llm:openai
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[]
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{"cost_usd":0.001202,"meta":{" {"cost_usd":0.001202,"meta":{"governance":{"chars_trimmed":10606,"complexity":"medium","cost_24h_usd":1.283038,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1661,"input_tokens_original":1661,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":900,"output_tokens_final":900,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:synthesis","complexity:medium","pressure:normal","context_trimmed","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"synthesis"},"max_output_tokens":900,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.2},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0ff9b693ae9e16fc0069e1a9aeffdc81959de329c0f6fc663d","usage":{"input_tokens":2011,"input_tokens_details":{"cached_tokens":1792},"output_tokens":640,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2651}}...
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NULL
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0.0
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llm_usage:resp_0ff9b693ae9e16fc0069e1a9aeffdc81959 llm_usage:resp_0ff9b693ae9e16fc0069e1a9aeffdc81959de329c0f6fc663d...
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NULL
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2026-04-17T03:32:03.901017+00:00
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42379
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evt_025ffc72101f
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llm_usage
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2026-04-14T12:25:48.859502+00:00
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llm:openai
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[]
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{"cost_usd":0.000626,"meta":{" {"cost_usd":0.000626,"meta":{"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":4.097035,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":863,"input_tokens_original":863,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":320,"output_tokens_final":320,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:low","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":320,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0b4f73b4aee19c580069de3249d23c8196a317c5362c82700c","usage":{"input_tokens":1129,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1449}}...
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NULL
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0.0
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llm_usage:resp_0b4f73b4aee19c580069de3249d23c8196a llm_usage:resp_0b4f73b4aee19c580069de3249d23c8196a317c5362c82700c...
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NULL
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2026-04-14T12:25:48.859561+00:00
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9185
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evt_025f69298819
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artifact_upsert
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2026-04-09T22:45:23.423421+00:00
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memory_curation
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[]
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{"artifact_id":"art_memory_state_snaps {"artifact_id":"art_memory_state_snapshot_v1","confidence":0.72,"created_at":"2026-04-09T22:45:23.423421+00:00","evidence_event_ids":[],"kind":"memory_state_snapshot","meta":{"fingerprint":"21ab5c556deb","generated_at":"2026-04-09T22:45:23.419522+00:00","source":"memory_curation","version":"v1"},"output_json":{"generated_at":"2026-04-09T22:45:23.419522+00:00","stats":{"counts_by_kind":[{"count":5,"kind":"preference"},{"count":1,"kind":"goal"}],"newest_item_at":"2026-04-09T22:45:23.216282+00:00","oldest_item_at":"2026-04-08T21:09:00.458025+00:00","total_items":6},"timezone":"America/New_York","version":"v1"},"output_mrkdwn":"Memory State Snapshot\nTotal items: 6\nTop kinds: preference:5, goal:1","ready_at":"2026-04-09T22:45:23.423421+00:00","status":"ready","summary":"Memory State Snapshot; Total items: 6","title":"Memory state snapshot","updated_at":"2026-04-09T22:45:23.423421+00:00"}...
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NULL
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0.72
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artifact_upsert:memory_state_snapshot:21ab5c556deb
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NULL
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2026-04-09T22:45:23.423533+00:00
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433217
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evt_025e9c3a8dee
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signal_ingest
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2026-04-20T12:16:28.745006+00:00
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daemon:signal_enrichment
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[]
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{"created_at":"2026-04-20T12:09:20.977 {"created_at":"2026-04-20T12:09:20.977224+00:00","dedupe_key":"signal_enriched:discovery_ipo_delta:40a56976c3a9cd4f","evidence_event_ids":["evt_99ba53db554e"],"signal_type":"discovery_ipo_delta","source":"discovery_ingestor","value":{"aggregator_url":"https://news.google.com/rss/articles/CBMimAFBVV95cUxPZ09nLTRMRk1WOVM2cVZOdkRoV05IT1hudHJtbmVubkhoSHVLRHE3bjliOUQybFhkQUcwR1Y2Qjk0cGhfRjN0aU5Ndi1Uc1Q2d3AwMktCTHpoQ09uS2pfX01ma2FuQXlGbE1pdnhxUWFnNWZ4LXE5V2d6ZGo1SS11WktqV0VRYWpKQ1FQN0FCMXB4M0RZOFRBRw?oc=5","as_of":"2026-04-20T12:09:20.977224+00:00","canonical_url":"https://www.gstatic.com/_/mss/boq-dots/_/ss/k=boq-dots.DotsSplashUi_desktop_ms.z46LtA-qfIg.L.X.O/am=GAIFAACAA2YBAwpA/d=1/ed=1/rs=ALs0n2PeUbKSDKfQ9Op-3wUE_8hlNgDpuA/m=syndicationarticleview,_b,_tp","enrichment":{"aggregator_url":"https://news.google.com/rss/articles/CBMimAFBVV95cUxPZ09nLTRMRk1WOVM2cVZOdkRoV05IT1hudHJtbmVubkhoSHVLRHE3bjliOUQybFhkQUcwR1Y2Qjk0cGhfRjN0aU5Ndi1Uc1Q2d3AwMktCTHpoQ09uS2pfX01ma2FuQXlGbE1pdnhxUWFnNWZ4LXE5V2d6ZGo1SS11WktqV0VRYWpKQ1FQN0FCMXB4M0RZOFRBRw?oc=5","article_chars":0,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_8951d42f14fc644f","canonical_host":"gstatic.com","canonical_is_aggregator":true,"canonical_url":"https://www.gstatic.com/_/mss/boq-dots/_/ss/k=boq-dots.DotsSplashUi_desktop_ms.z46LtA-qfIg.L.X.O/am=GAIFAACAA2YBAwpA/d=1/ed=1/rs=ALs0n2PeUbKSDKfQ9Op-3wUE_8hlNgDpuA/m=syndicationarticleview,_b,_tp","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-20T12:16:28.744973+00:00","extraction_method":"none","fetched_description":"","fetched_title":"","final_url":"https://news.google.com/rss/articles/CBMimAFBVV95cUxPZ09nLTRMRk1WOVM2cVZOdkRoV05IT1hudHJtbmVubkhoSHVLRHE3bjliOUQybFhkQUcwR1Y2Qjk0cGhfRjN0aU5Ndi1Uc1Q2d3AwMktCTHpoQ09uS2pfX01ma2FuQXlGbE1pdnhxUWFnNWZ4LXE5V2d6ZGo1SS11WktqV0VRYWpKQ1FQN0FCMXB4M0RZOFRBRw?oc=5&hl=en-US&gl=US&ceid=US:en","html_truncated":true,"paywall_likely":false,"publisher_domain":"gstatic.com","publisher_resolution":"canonical_aggregator_unresolved","requested_url":"https://news.google.com/rss/articles/CBMimAFBVV95cUxPZ09nLTRMRk1WOVM2cVZOdkRoV05IT1hudHJtbmVubkhoSHVLRHE3bjliOUQybFhkQUcwR1Y2Qjk0cGhfRjN0aU5Ndi1Uc1Q2d3AwMktCTHpoQ09uS2pfX01ma2FuQXlGbE1pdnhxUWFnNWZ4LXE5V2d6ZGo1SS11WktqV0VRYWpKQ1FQN0FCMXB4M0RZOFRBRw?oc=5","source_event_id":"evt_99ba53db554e","source_quality":"empty","status_code":200,"version":"signal_enrichment_v2"},"fp":"65826f3332fd7185","kind":"ipo_calendar","published_at":"2026-04-19T11:52:04+00:00","publisher_domain":"gstatic.com","signal_understanding":{"analysis_basis":"headline_and_summary","claim_confidence":0.42,"dates_mentioned":[],"entities":[],"event_type":"other","information_gaps":["article_text_unavailable"],"key_facts":["Headline: SpaceX\u2019s $2 Trillion IPO Is Coming: These 6 Stocks Will Ride the New Space Economy Into Orbit - Yahoo Finance","Source summary: SpaceX\u2019s $2 Trillion IPO Is Coming: These 6 Stocks Will Ride the New Space Economy Into Orbit Yahoo Finance"],"numeric_claims":[],"primary_claim":"SpaceX\u2019s $2 Trillion IPO Is Coming: These 6 Stocks Will Ride the New Space Economy Into Orbit - Yahoo Finance","relevance_score":0.46,"sentiment":"neutral","source_quality":"unknown","summary":"SpaceX\u2019s $2 Trillion IPO Is Coming: These 6 Stocks Will Ride the New Space Economy Into Orbit Yahoo Finance","topics":["discovery ipo"]},"source":"Yahoo Finance","source_domain":"gstatic.com","summary":"SpaceX\u2019s $2 Trillion IPO Is Coming: These 6 Stocks Will Ride the New Space Economy Into Orbit Yahoo Finance","tickers":[],"title":"SpaceX\u2019s $2 Trillion IPO Is Coming: These 6 Stocks Will Ride the New Space Economy Into Orbit - Yahoo Finance","url":"https://www.gstatic.com/_/mss/boq-dots/_/ss/k=boq-dots.DotsSplashUi_desktop_ms.z46LtA-qfIg.L.X.O/am=GAIFAACAA2YBAwpA/d=1/ed=1/rs=ALs0n2PeUbKSDKfQ9Op-3wUE_8hlNgDpuA/m=syndicationarticleview,_b,_tp"}}...
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candidate:sc_8951d42f14fc644f
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0.42
|
signal_enriched:discovery_ipo_delta:40a56976c3a9cd signal_enriched:discovery_ipo_delta:40a56976c3a9cd4f...
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NULL
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2026-04-20T12:16:28.745060+00:00
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392448
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evt_025df37bb0b3
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signal_candidate_ingest
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2026-04-20T06:04:38.809508+00:00
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collector:discovery
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[]
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{"created_at":"2026-04-20T06:04:38.809 {"created_at":"2026-04-20T06:04:38.809508+00:00","signal_type":"discovery_unusual_volume_delta","source":"discovery_ingestor","url":"https://www.nasdaq.com/articles/siemens-unveils-autonomous-ai-engineering-agent","value":{"fp":"c4a9bcbd36943c96","kind":"unusual_volume","published_at":"2026-04-20T05:35:13+00:00","source":"Nasdaq Markets","summary":"(RTTNews) - Siemens AG (SMAWF, SIE.DE, SIEGY), a German technology company, on Monday unveiled the Eigen Engineering Agent, a new industrial AI system that can complete engineering tasks on its own, as part of its 1 billion euros investment in industrial AI.","tickers":[],"title":"Siemens Unveils Autonomous AI Engineering Agent","url":"https://www.nasdaq.com/articles/siemens-unveils-autonomous-ai-engineering-agent"}}...
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rss
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1.0
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discovery_unusual_volume_delta:18abc5c99dd44a84
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NULL
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2026-04-20T06:04:41.650675+00:00
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107463
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evt_025ddd90bb68
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llm_usage
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2026-04-18T00:06:55.441920+00:00
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llm:openai
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[]
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{"cost_usd":0.001363,"meta":{" {"cost_usd":0.001363,"meta":{"feature":null,"governance":{"chars_trimmed":0,"complexity":"medium","cost_24h_usd":2.412874,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":934,"input_tokens_original":934,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":900,"output_tokens_final":900,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:medium","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":900,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0cc478caeb7317010069e2cb18a0a0819086825bda6be9a768","usage":{"input_tokens":1191,"input_tokens_details":{"cached_tokens":0},"output_tokens":900,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2091}}...
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NULL
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0.0
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llm_usage:resp_0cc478caeb7317010069e2cb18a0a081908 llm_usage:resp_0cc478caeb7317010069e2cb18a0a0819086825bda6be9a768...
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NULL
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2026-04-18T00:06:55.441982+00:00
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49365
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evt_025c3a5cd28b
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llm_usage
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2026-04-15T17:12:49.935760+00:00
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llm:openai
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[]
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{"cost_usd":0.000577,"meta":{" {"cost_usd":0.000577,"meta":{"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":2.54347,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":554,"input_tokens_original":554,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":320,"output_tokens_final":320,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:low","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":320,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_02257ec67da93cff0069dfc70f2f988194976c3edde40773ec","usage":{"input_tokens":886,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1206}}...
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NULL
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0.0
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llm_usage:resp_02257ec67da93cff0069dfc70f2f9881949 llm_usage:resp_02257ec67da93cff0069dfc70f2f988194976c3edde40773ec...
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NULL
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2026-04-15T17:12:49.935814+00:00
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57898
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evt_025a7552a8b4
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signal_candidate_ingest
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2026-04-16T15:45:17.086962+00:00
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collector:news
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[]
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{"created_at":"2026-04-16T15:45:17.086 {"created_at":"2026-04-16T15:45:17.086962+00:00","signal_type":"news_headline_delta","source":"news_rss","url":"https://news.google.com/rss/articles/CBMifkFVX3lxTE9wb0ZEdHJCc0FGWU5TSlBnODUzdVhSQzZWZzA2UGdSZlA1U3c3Z1o3bWtSOFJVNVVfVU1laEltZHc3MUdoeVhyLWZ0LVc4YjJiSWtOallIU2xVSmRYRXdmM3B0S2hQMFB5RVFWYWpodWltYlMyREtjOG9uUUM0dw?oc=5","value":{"fp":"6caddc6017b525a8","published_at":"2026-04-16T11:27:16+00:00","source":"The New York Times","source_domain":"nytimes.com","source_url":"https://www.nytimes.com","summary":"\u2018Blessed Are the Peacemakers,\u2019 Pope Says Amid Standoff With Trump The New York Times Stephen Colbert Wants the Vice President to Lay Off the Pope The New York Times Pope John David Vance the First The Atlantic A dispatch from inside the Vatican bubble during a remarkable exchange between pope and president AP News Pope Leo, in Cameroon, decries \u2018handful of tyrants\u2019 ravaging the world The Times of Israel","title":"\u2018Blessed Are the Peacemakers,\u2019 Pope Says Amid Standoff With Trump - The New York Times","url":"https://news.google.com/rss/articles/CBMifkFVX3lxTE9wb0ZEdHJCc0FGWU5TSlBnODUzdVhSQzZWZzA2UGdSZlA1U3c3Z1o3bWtSOFJVNVVfVU1laEltZHc3MUdoeVhyLWZ0LVc4YjJiSWtOallIU2xVSmRYRXdmM3B0S2hQMFB5RVFWYWpodWltYlMyREtjOG9uUUM0dw?oc=5"}}...
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rss:The New York Times
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1.0
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news_delta:5ee26ec8a75714b7
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NULL
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2026-04-16T15:45:17.087070+00:00
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Edit
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297249
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evt_0255f060f644
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signal_candidate_ingest
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2026-04-19T10:31:32.204091+00:00
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collector:markets
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[]
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{"created_at":"2026-04-19T10:31:32.204 {"created_at":"2026-04-19T10:31:32.204091+00:00","signal_type":"market_headline_delta","source":"market_ingestor","url":"https://news.google.com/rss/articles/CBMiggFBVV95cUxObXRRUDZ5UTlPOW9jNEJmTHdxSkZJaTBkMXJuanRMZlVrcjlXNEtUeHNMcUEtS0M0aFBmZjZVYTUtY05zckVMR0pmRDNTcnVnOG5MVV82TWtyU1VHeDVmUC1seU53OEVaYlJZak9PTmVOTnhPSDQ4X0M2TjBZT1BnOW1n?oc=5","value":{"fp":"3af75d54bb8f1f62","published_at":"2026-04-19T09:04:44+00:00","source":"AOL.com","source_domain":"aol.com","source_url":"https://www.aol.com","summary":"","tickers":[],"title":"1 Cryptocurrency to Buy While It's Under $80,000 - AOL.com","url":"https://news.google.com/rss/articles/CBMiggFBVV95cUxObXRRUDZ5UTlPOW9jNEJmTHdxSkZJaTBkMXJuanRMZlVrcjlXNEtUeHNMcUEtS0M0aFBmZjZVYTUtY05zckVMR0pmRDNTcnVnOG5MVV82TWtyU1VHeDVmUC1seU53OEVaYlJZak9PTmVOTnhPSDQ4X0M2TjBZT1BnOW1n?oc=5"}}...
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AOL.com
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1.0
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market_headline_delta:3a2f1b078bdfa063
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NULL
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2026-04-19T10:31:32.204369+00:00
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470838
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evt_0255412c4e58
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signal_ingest
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2026-04-21T11:52:59.635802+00:00
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daemon:signal_enrichment
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[]
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{"created_at":"2026-04-21T09:16:05.409 {"created_at":"2026-04-21T09:16:05.409385+00:00","dedupe_key":"signal_enriched:discovery_earnings_calendar_delta:a743cb55d51d1706","evidence_event_ids":["evt_501307c730db"],"signal_type":"discovery_earnings_calendar_delta","source":"discovery_earnings_calendar","value":{"as_of":"2026-04-21T09:16:05.409385+00:00","earnings_date":"2026-04-27","earnings_time_hint":"bmo","enrichment":{"aggregator_url":null,"article_chars":0,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_8a3046936c85d528","canonical_host":null,"canonical_is_aggregator":false,"canonical_url":null,"content_type":"","enriched_at":"2026-04-21T11:52:59.635768+00:00","extraction_method":"none","fetched_description":"","fetched_title":"","final_url":"","html_truncated":false,"paywall_likely":false,"publisher_domain":null,"publisher_resolution":"unresolved","requested_url":"","source_event_id":"evt_501307c730db","source_quality":"empty","status_code":null,"version":"signal_enrichment_v2"},"eps_estimate":"0.7005","fp":"14f3e482ad9648e7","kind":"earnings_calendar","published_at":"2026-04-27T00:00:00Z","revenue_estimate":"92784300","signal_understanding":{"analysis_basis":"headline_and_summary","claim_confidence":0.42,"dates_mentioned":[],"entities":[],"event_type":"earnings","information_gaps":["article_text_unavailable"],"key_facts":["Headline: BFST earnings on 2026-04-27 (bmo)","Source summary: Earnings date 2026-04-27 \u00b7 Time bmo \u00b7 EPS est 0.7005 \u00b7 Revenue est 92784300"],"numeric_claims":[],"primary_claim":"BFST earnings on 2026-04-27 (bmo)","relevance_score":0.46,"sentiment":"neutral","source_quality":"unknown","summary":"Earnings date 2026-04-27 \u00b7 Time bmo \u00b7 EPS est 0.7005 \u00b7 Revenue est 92784300","topics":["discovery earnings calendar"]},"source":"earnings_calendar","summary":"Earnings date 2026-04-27 \u00b7 Time bmo \u00b7 EPS est 0.7005 \u00b7 Revenue est 92784300","ticker":"BFST","tickers":["BFST"],"title":"BFST earnings on 2026-04-27 (bmo)","url":""}}...
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candidate:sc_8a3046936c85d528
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0.42
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signal_enriched:discovery_earnings_calendar_delta: signal_enriched:discovery_earnings_calendar_delta:a743cb55d51d1706...
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NULL
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2026-04-21T11:52:59.635853+00:00
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Edit
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376403
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evt_025405649934
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signal_ingest
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2026-04-20T03:36:57.391223+00:00
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daemon:signal_enrichment
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[]
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{"created_at":"2026-04-20T03:35:21.062 {"created_at":"2026-04-20T03:35:21.062136+00:00","dedupe_key":"signal_enriched:news_delta:953d9934c65f9461","evidence_event_ids":["evt_a01b871afcac"],"signal_type":"news_headline_delta","source":"news_rss","value":{"aggregator_url":"https://news.google.com/rss/articles/CBMiwgFBVV95cUxQWjdzVjg3cWlic3B5clZqSmJMMXQ3dm9EME52ZVJJMXk2a3FKV2xVTWJHSHVLTkh2cU1Ib0xSRUJxQmlmMEVkOWVBcFByT2dtdGhDWmlRV0dUa2doQTg1dklJRkRfZndfak9tdl9CdDVEbm9OMTdRcUUxcjFnS1NoSDllOEVZdzJxLVZQN0gxRi1ZN3dtUHl1cURhQUlhcG1lSkNjRndnUXZJTl9SSW0xc2NyQVg0ZmpYXzdLV1VneWNPUQ?oc=5","as_of":"2026-04-20T03:35:21.062136+00:00","canonical_url":"https://www.gstatic.com/_/mss/boq-dots/_/ss/k=boq-dots.DotsSplashUi_desktop_ms.z46LtA-qfIg.L.X.O/am=GAIFAACAA2YBAwpA/d=1/ed=1/rs=ALs0n2PeUbKSDKfQ9Op-3wUE_8hlNgDpuA/m=syndicationarticleview,_b,_tp","enrichment":{"aggregator_url":"https://news.google.com/rss/articles/CBMiwgFBVV95cUxQWjdzVjg3cWlic3B5clZqSmJMMXQ3dm9EME52ZVJJMXk2a3FKV2xVTWJHSHVLTkh2cU1Ib0xSRUJxQmlmMEVkOWVBcFByT2dtdGhDWmlRV0dUa2doQTg1dklJRkRfZndfak9tdl9CdDVEbm9OMTdRcUUxcjFnS1NoSDllOEVZdzJxLVZQN0gxRi1ZN3dtUHl1cURhQUlhcG1lSkNjRndnUXZJTl9SSW0xc2NyQVg0ZmpYXzdLV1VneWNPUQ?oc=5","article_chars":0,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_27882f52c673920e","canonical_host":"gstatic.com","canonical_is_aggregator":true,"canonical_url":"https://www.gstatic.com/_/mss/boq-dots/_/ss/k=boq-dots.DotsSplashUi_desktop_ms.z46LtA-qfIg.L.X.O/am=GAIFAACAA2YBAwpA/d=1/ed=1/rs=ALs0n2PeUbKSDKfQ9Op-3wUE_8hlNgDpuA/m=syndicationarticleview,_b,_tp","content_type":"text/html; 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candidate:sc_27882f52c673920e
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0.42
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signal_enriched:news_delta:953d9934c65f9461
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2026-04-20T03:36:57.391283+00:00
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90176
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evt_0253be047cd6
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signal_candidate_ingest
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2026-04-17T21:46:22.900092+00:00
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collector:news
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{"created_at":"2026-04-17T21:46:22.900 {"created_at":"2026-04-17T21:46:22.900092+00:00","signal_type":"news_headline_delta","source":"news_rss","url":"https://news.google.com/rss/articles/CBMitAFBVV95cUxPZXdOekZkR1V3dllZLXRabDNOSFYtbHpoLXNIX0Nmb0pnclpTb1Q3VzBtUWdJR0dhdWE0S1FEQ2RZODlSNV9mQUtEVHdJd3cxTlViTy12ekUyYklJMDdGSDllMmFTdW5Bb0M1Z3NZcEtzb3J5cE1wSjhqQjNPb25yM1lObm5HRXlCZHlyczBlNDI5b1JsdnVTNERIY18wV3FsZXlxWXA0Y3R1NklJT2RCNE16VE4?oc=5","value":{"fp":"e355fc34997a7094","published_at":"2026-04-17T20:32:02+00:00","source":"Investopedia","source_domain":"investopedia.com","source_url":"https://www.investopedia.com","summary":"Bitcoin Had a Great Week. Crypto-Linked Stocks Did Even Better Investopedia","title":"Bitcoin Had a Great Week. Crypto-Linked Stocks Did Even Better - Investopedia","url":"https://news.google.com/rss/articles/CBMitAFBVV95cUxPZXdOekZkR1V3dllZLXRabDNOSFYtbHpoLXNIX0Nmb0pnclpTb1Q3VzBtUWdJR0dhdWE0S1FEQ2RZODlSNV9mQUtEVHdJd3cxTlViTy12ekUyYklJMDdGSDllMmFTdW5Bb0M1Z3NZcEtzb3J5cE1wSjhqQjNPb25yM1lObm5HRXlCZHlyczBlNDI5b1JsdnVTNERIY18wV3FsZXlxWXA0Y3R1NklJT2RCNE16VE4?oc=5"}}...
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rss:Investopedia
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1.0
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news_delta:7aabeea9741fef0f
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planner_plan_built
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2026-04-10T12:54:48.723183+00:00
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planner
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[]
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{"day":"2026-04-10","plan" {"day":"2026-04-10","plan":{"day":"2026-04-10","do_now":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":null,"headline":"Technical indicator signal flagged high severity but is not user-visible","id":"sig:e63084a0acfa41f9","kind":"inbox","links":{"dedupe_key":"ta:technical_indicator_signal:bigMoveUp:big_move:CBNK:1d:2026-04-07T00:00:00Z:2026-04-09","evidence_event_ids":["evt_7f72ac3a0660"],"reason_trace":{"cutoff_iso":"2026-04-06T20:17:55Z","eligible_timeframes":["1d"],"market_now":"2026-04-09T16:17:55.410554-04:00","period_key":"2026-04-09","recent_signal_hours":72,"signal_timestamp":"2026-04-07T00:00:00Z","strategy":"big_move"},"severity":"high","signal_id":"sig_e5afb356d1b5","signal_type":"technical_indicator_signal","source":"technical_analyzer","topic_key":"signal:technical_indicator_signal:950ac63774ed8839","triage":{"action_hints":["schedule review to confirm whether the big-move signal still holds and whether any 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action required now, so it can be reviewed later for relevance/confirmation."},"parked":[],"should_do":[],"version":"planner_v3_hybrid","waiting":[]},"stats":{"builder":"deterministic_v2","counts":{"actionable":1,"do_now":1,"do_today":0,"inbox_in":1,"must_do":1,"parked":0,"pending_in":0,"should_do":0,"visible":1,"waiting":0},"daily_synthesis_source":"fallback","fingerprint":"4a532827a71e61bc8b28fffc2c602f6cbac910d9","planner_model":"gpt-5.4-nano"}}...
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planner_plan_built:2026-04-10:608cc89c19ebd72aa0f3 planner_plan_built:2026-04-10:608cc89c19ebd72aa0f38fcbff050499caedd81c...
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2026-04-13T23:58:05.373100+00:00
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llm:openai
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{"cost_usd":0.00053,"meta":{"g {"cost_usd":0.00053,"meta":{"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":3.23868,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":295,"input_tokens_original":295,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":320,"output_tokens_final":320,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:low","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":320,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_01a1bb4d181a2a040069dd830ac82c8197a2ff8b03a99c7b29","usage":{"input_tokens":648,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":968}}...
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llm_usage:resp_01a1bb4d181a2a040069dd830ac82c8197a llm_usage:resp_01a1bb4d181a2a040069dd830ac82c8197a2ff8b03a99c7b29...
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2026-04-13T23:58:05.373149+00:00
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2026-04-18T17:01:09.539970+00:00
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planner
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{"artifact_id":"art_daily_plan_2026-04 {"artifact_id":"art_daily_plan_2026-04-18","confidence":0.95,"created_at":"2026-04-18T17:01:09.539970+00:00","evidence_event_ids":[],"kind":"daily_plan","meta":{"day":"2026-04-18","fingerprint":"c52e7a45cb3e6394619738682ac18f161b9ff13f","plan_fingerprint":"b8575117b9d6542aeb65aa172e2bada47e651920","source":"planner"},"output_json":{"day":"2026-04-18","plan":{"day":"2026-04-18","do_now":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:0f99474c06","headline":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","id":"commitment:0f99474c06","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":47.0,"score_hint":4.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-16T19:36:37.744926+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."}],"do_today":[],"meta":{"built_at":"2026-04-18T17:01:09.539970+00:00","daily_synthesis_source":"fallback","day":"2026-04-18","filters":{"deduped":0,"internal_shadow":0,"noise_signal":2,"stale":2,"stale_question":0,"stale_workflow":0},"fingerprint":"32329728fba960cbcb936a83409305a219a4b5fb","intelligence_directives":[],"limits":{"limit_inbox":250,"limit_pending":50,"max_do_now":5,"max_do_today":7,"max_must_do":5,"max_park":25,"max_should_do":7,"max_waiting":5},"owner_context":{"active_projects":[],"commitments":[],"top_focus":null,"work_focus":null},"planner_model":"gpt-5.4-nano","source":"planner","timezone":"America/New_York","week_start":"2026-04-13"},"must_do":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:0f99474c06","headline":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","id":"commitment:0f99474c06","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":47.0,"score_hint":4.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-16T19:36:37.744926+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."}],"notes":[],"one_thing":{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:0f99474c06","headline":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","id":"commitment:0f99474c06","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":47.0,"score_hint":4.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-16T19:36:37.744926+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."},"parked":[],"should_do":[],"version":"planner_v3_hybrid","waiting":[]},"stats":{"builder":"deterministic_v2","counts":{"actionable":1,"do_now":1,"do_today":0,"inbox_in":1,"must_do":1,"parked":0,"pending_in":0,"should_do":0,"visible":1,"waiting":0},"daily_synthesis_source":"fallback","fingerprint":"32329728fba960cbcb936a83409305a219a4b5fb","planner_model":"gpt-5.4-nano"}},"output_mrkdwn":"*Daily Plan* \u2014 2026-04-18\n\n*One thing:* User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)\nWhy: Open commitment in commitment.\n\n*Do now:*\n\u2022 User approved starting an agent run to search for Atlanta date-night restaurants. (commitment) \u2014 Open commitment in commitment.","ready_at":"2026-04-18T17:01:09.539970+00:00","status":"ready","summary":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","title":"Daily Plan 2026-04-18","updated_at":"2026-04-18T17:01:09.539970+00:00"}...
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artifact_upsert:daily_plan:2026-04-18:c52e7a45cb3e artifact_upsert:daily_plan:2026-04-18:c52e7a45cb3e6394619738682ac18f161b9ff13f...
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+00:00","entity_id":"theme:commodities_supercycle","field":"narrative","value":{"oneliner":"Commodities supercycle (metals + energy) \u2014 tracking \u2014 mixed \u2014 ~6 news hits","updated_at":"2026-04-19T00:01:57.899937+00:00"}}...
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opportunity:theme_fact:commodities_supercycle:narr opportunity:theme_fact:commodities_supercycle:narrative:2026-04-19...
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2026-04-20T22:30:28.461531+00:00
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[]
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{"cost_usd":0.000816,"meta":{" {"cost_usd":0.000816,"meta":{"feature":null,"governance":{"chars_trimmed":2543,"complexity":"medium","cost_24h_usd":1.121484,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1648,"input_tokens_original":1648,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":900,"output_tokens_final":900,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:synthesis","complexity:medium","pressure:normal","context_trimmed","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1500,"response_format_type":"json_schema","schema_name":"bounded_reasoning_final","selected_model":"gpt-5.4-nano","task_class":"synthesis"},"max_output_tokens":900,"requested_max_output_tokens":1500,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.05},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_032a81b27f3c54ca0069e6a90173a8819390a7ef84316d4ef6","usage":{"input_tokens":2466,"input_tokens_details":{"cached_tokens":0},"output_tokens":258,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2724}}...
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llm_usage:resp_032a81b27f3c54ca0069e6a90173a881939 llm_usage:resp_032a81b27f3c54ca0069e6a90173a8819390a7ef84316d4ef6...
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2026-04-20T22:30:28.465169+00:00
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28947
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evt_024accc00c69
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llm_usage
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2026-04-12T11:16:42.616132+00:00
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llm:openai
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[]
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{"cost_usd":0.000491,"meta":{" {"cost_usd":0.000491,"meta":{"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":3.182397,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":271,"input_tokens_original":271,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":320,"output_tokens_final":320,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:low","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":320,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_03fc8f9646014f3f0069db7f180d408196af79bb9e60f179e0","usage":{"input_tokens":616,"input_tokens_details":{"cached_tokens":0},"output_tokens":294,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":910}}...
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llm_usage:resp_03fc8f9646014f3f0069db7f180d408196a llm_usage:resp_03fc8f9646014f3f0069db7f180d408196af79bb9e60f179e0...
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2026-04-12T11:16:42.616182+00:00
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126770
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evt_024abf3fea17
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signal_candidate_ingest
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2026-04-18T03:05:05.644967+00:00
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collector:discovery
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[]
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{"created_at":"2026-04-18T03:05:05.644 {"created_at":"2026-04-18T03:05:05.644967+00:00","signal_type":"discovery_sec_filing_delta","source":"discovery_sec_filings","url":"https://www.sec.gov/Archives/edgar/data/108985/0000108985-26-000031.txt","value":{"company":"YORK WATER CO","form_type":"4","fp":"e07a5a551c2b4c9a","kind":"sec_filing","published_at":"20260417","source":"sec_edgar","summary":"Form 4 \u00b7 YORK WATER CO \u00b7 Filed 20260417","ticker":"YORW","tickers":["YORW"],"title":"YORW filed 4","url":"https://www.sec.gov/Archives/edgar/data/108985/0000108985-26-000031.txt"}}...
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sec:edgar
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1.0
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discovery_sec_filing_delta:a328321cc1b2dec1
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NULL
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2026-04-18T03:05:17.290828+00:00
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316101
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evt_0248f2a7ad1a
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opportunity_tick_summary
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2026-04-19T15:09:30.217698+00:00
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opportunity_daemon
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[]
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{"artifacts":0,"at":"2026-04-1 {"artifacts":0,"at":"2026-04-19T15:09:30.217039+00:00","cases":0,"cases_raw":327,"classifier_mode":"","emergent_themes":0,"facts":881,"facts_before_classifier":0,"facts_dropped_by_class":{},"hot_themes":0,"lane_counts":{},"model":"","morning_briefing":{},"ok":true,"reassess_only":false,"signals_in":1,"theme_persist":{"members_added":0,"members_closed":127,"themes_persisted":15},"themes":15,"tick_id":"otick_8510ab90501c","wall_ms":55989}...
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opportunity_tick_summary:otick_8510ab90501c
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NULL
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2026-04-19T15:09:30.217705+00:00
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109942
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evt_0247c67d064e
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llm_usage
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2026-04-18T00:29:12.504028+00:00
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llm:openai
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[]
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{"cost_usd":0.0015,"meta":{"fe {"cost_usd":0.0015,"meta":{"feature":null,"governance":{"chars_trimmed":100,"complexity":"medium","cost_24h_usd":2.524937,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1526,"input_tokens_original":1526,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":900,"output_tokens_final":900,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:medium","pressure:normal","context_trimmed","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":900,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0dd19a4aae92707a0069e2d050fbdc8197b351d4e4079a7a42","usage":{"input_tokens":1876,"input_tokens_details":{"cached_tokens":0},"output_tokens":900,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2776}}...
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llm_usage:resp_0dd19a4aae92707a0069e2d050fbdc8197b llm_usage:resp_0dd19a4aae92707a0069e2d050fbdc8197b351d4e4079a7a42...
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2026-04-18T00:29:12.504083+00:00
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355902
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evt_024506f8bfb7
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signal_candidate_ingest
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2026-04-20T00:32:35.836255+00:00
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collector:news
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[]
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{"created_at":"2026-04-20T00:32:35.836 {"created_at":"2026-04-20T00:32:35.836255+00:00","signal_type":"news_headline_delta","source":"news_rss","url":"https://news.google.com/rss/articles/CBMivgFBVV95cUxQOFZEbG55NWlnUFVFN1VjV1puSHFmSjdUM3VZX3dRQW5qV3FMTndZcW9nMGg4cDMzSWh5V1RJU3lEbnM5LUZSV0VrVGFxWS0zV2lNTFBIQzNSelhmX3dmckhVT0xjcURYcFUyWUNRNkZLU21Wa0RXdDNrTkktdGxUUEVCSVRYZGFGcTFLV0N3bEZKeTJJQmN5bng1OXl4cU55RWFxcURRa0t3Tks5TElacFFNRlJNbmdjTGZ5bjNB?oc=5","value":{"fp":"11d8de6b3b631c58","published_at":"2026-04-19T21:39:00+00:00","source":"AP News","source_domain":"apnews.com","source_url":"https://apnews.com","summary":"Los Angeles woman arrested on Iranian arms trafficking charge AP News Woodland Hills woman nabbed at LAX on Iranian arms trafficking charge Los Angeles Times Feds arrest a Los Angeles woman at LAX on suspicion of helping Iran traffic weapons to Sudan Fortune L.A. woman arrested at LAX, charged with trafficking arms on behalf of Iranian government KTLA Los Angeles woman arrested on suspicion of helping Iran send weapons to Sudan CNN","title":"Los Angeles woman arrested on Iranian arms trafficking charge - AP News","url":"https://news.google.com/rss/articles/CBMivgFBVV95cUxQOFZEbG55NWlnUFVFN1VjV1puSHFmSjdUM3VZX3dRQW5qV3FMTndZcW9nMGg4cDMzSWh5V1RJU3lEbnM5LUZSV0VrVGFxWS0zV2lNTFBIQzNSelhmX3dmckhVT0xjcURYcFUyWUNRNkZLU21Wa0RXdDNrTkktdGxUUEVCSVRYZGFGcTFLV0N3bEZKeTJJQmN5bng1OXl4cU55RWFxcURRa0t3Tks5TElacFFNRlJNbmdjTGZ5bjNB?oc=5"}}...
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1.0
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news_delta:6b2480143628da29
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2026-04-20T00:32:35.836685+00:00
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464158
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evt_02447d95b349
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opportunity_drop_decision
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2026-04-20T19:01:53.536747+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-20T19:01:53.536691+00:0 {"at":"2026-04-20T19:01:53.536691+00:00","entity_key":"equity:KAYS","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_e6879219f10b","where":"theme_universe_gate"}...
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2026-04-20T19:01:53.536750+00:00
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454644
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evt_024432503407
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episode_resolved
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2026-04-20T16:39:14.054864+00:00
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episode_reconciler
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[]
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{"episode_id":"ep_d35498786d35",&# {"episode_id":"ep_d35498786d35","meta":{"applied_types":[],"approval_ids":[],"needs_followup":false,"note":"auto_resolved: no pending, no blocking approvals, no remaining actions"},"stage":"resolved"}...
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1.0
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episode_stage:ep_d35498786d35:resolved:evt_3e5a08b episode_stage:ep_d35498786d35:resolved:evt_3e5a08b40d35...
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ep_d35498786d35
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2026-04-20T16:39:14.054960+00:00
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9005
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evt_0243a727b5ec
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episode_resolved
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2026-04-09T22:40:34.965439+00:00
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episode_reconciler
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[]
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{"episode_id":"ep_854eadf0edb9",&# {"episode_id":"ep_854eadf0edb9","meta":{"applied_types":[],"approval_ids":[],"needs_followup":false,"note":"auto_resolved: no pending, no blocking approvals, no remaining actions"},"stage":"resolved"}...
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episode_stage:ep_854eadf0edb9:resolved:evt_ea0b8b6 episode_stage:ep_854eadf0edb9:resolved:evt_ea0b8b6a07a6...
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ep_854eadf0edb9
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2026-04-09T22:40:34.966059+00:00
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18354
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evt_0242de6efa85
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artifact_upsert
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2026-04-10T17:09:16.731277+00:00
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planner
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[]
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{"artifact_id":"art_daily_plan_2026-04 {"artifact_id":"art_daily_plan_2026-04-10","confidence":0.95,"created_at":"2026-04-10T17:09:16.731277+00:00","evidence_event_ids":[],"kind":"daily_plan","meta":{"day":"2026-04-10","fingerprint":"71e0fd0eb4cf9973b752493db4726cd463358bd7","plan_fingerprint":"a9f9b07278ebb8576e52d87fff76224a32e25e5b","source":"planner"},"output_json":{"day":"2026-04-10","plan":{"day":"2026-04-10","do_now":[],"do_today":[],"meta":{"built_at":"2026-04-10T17:09:16.731277+00:00","daily_synthesis_source":"fallback","day":"2026-04-10","filters":{"deduped":0,"internal_shadow":0,"noise_signal":1,"stale":4,"stale_question":0,"stale_workflow":0},"fingerprint":"eb2380d421cb3edee37d725d58195f73b3ae1991","intelligence_directives":[],"limits":{"limit_inbox":250,"limit_pending":50,"max_do_now":5,"max_do_today":7,"max_must_do":5,"max_park":25,"max_should_do":7,"max_waiting":5},"owner_context":{"active_projects":[],"commitments":[],"top_focus":null,"work_focus":null},"planner_model":"gpt-5.4-nano","source":"planner","timezone":"America/New_York","week_start":"2026-04-06"},"must_do":[],"notes":[],"one_thing":null,"parked":[],"should_do":[],"version":"planner_v3_hybrid","waiting":[]},"stats":{"builder":"deterministic_v2","counts":{"actionable":0,"do_now":0,"do_today":0,"inbox_in":0,"must_do":0,"parked":0,"pending_in":0,"should_do":0,"visible":0,"waiting":0},"daily_synthesis_source":"fallback","fingerprint":"eb2380d421cb3edee37d725d58195f73b3ae1991","planner_model":"gpt-5.4-nano"}},"output_mrkdwn":"*Daily Plan* \u2014 2026-04-10","ready_at":"2026-04-10T17:09:16.731277+00:00","status":"ready","summary":null,"title":"Daily Plan 2026-04-10","updated_at":"2026-04-10T17:09:16.731277+00:00"}...
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0.95
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artifact_upsert:daily_plan:2026-04-10:71e0fd0eb4cf artifact_upsert:daily_plan:2026-04-10:71e0fd0eb4cf9973b752493db4726cd463358bd7...
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2026-04-10T17:09:16.948518+00:00
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53813
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evt_0240cc906220
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signal_candidate_ingest
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2026-04-16T02:08:52.472606+00:00
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collector:discovery
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[]
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{"created_at":"2026-04-16T02:08:52.472 {"created_at":"2026-04-16T02:08:52.472606+00:00","signal_type":"discovery_sec_filing_delta","source":"discovery_sec_filings","url":"https://www.sec.gov/Archives/edgar/data/1766600/0001171843-26-002475.txt","value":{"company":"SNDL Inc.","form_type":"6-K","fp":"a17efe8d63db2729","kind":"sec_filing","published_at":"20260415","source":"sec_edgar","summary":"Form 6-K \u00b7 SNDL Inc. \u00b7 Filed 20260415","ticker":"SNDL","tickers":["SNDL"],"title":"SNDL filed 6-K","url":"https://www.sec.gov/Archives/edgar/data/1766600/0001171843-26-002475.txt"}}...
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sec:edgar
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1.0
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discovery_sec_filing_delta:d4f5bfb243f76360
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NULL
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2026-04-16T02:09:06.428213+00:00
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54304
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evt_023e48aac208
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link_upsert
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:SMR {"link":{"from_id":"equity:SMR","strength":0.75,"to_id":"theme:nuclear_renaissance","type":"member_of","valid_from":"2026-04-16T02:29:20.328661+00:00"}}...
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NULL
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0.0
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opportunity:member_of:nuclear_renaissance:SMR:2026 opportunity:member_of:nuclear_renaissance:SMR:2026-04-16...
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NULL
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2026-04-16T02:29:33.417684+00:00
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36770
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evt_023dfc8a4aa7
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llm_usage
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2026-04-13T22:15:58.766731+00:00
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llm:openai
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[]
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{"cost_usd":0.00054,"meta":{"g {"cost_usd":0.00054,"meta":{"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":2.599218,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":370,"input_tokens_original":370,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":320,"output_tokens_final":320,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:low","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":320,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0de1dafe813d76730069dd6b1bfe508193ba0c50f920fdd0d1","usage":{"input_tokens":701,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1021}}...
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llm_usage:resp_0de1dafe813d76730069dd6b1bfe508193b llm_usage:resp_0de1dafe813d76730069dd6b1bfe508193ba0c50f920fdd0d1...
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2026-04-13T22:15:58.766782+00:00
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29467
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evt_023cad1cb170
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artifact_upsert
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2026-04-12T13:34:28.748662+00:00
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planner
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[]
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{"artifact_id":"art_daily_plan_2026-04 {"artifact_id":"art_daily_plan_2026-04-12","confidence":0.95,"created_at":"2026-04-12T13:34:28.748662+00:00","evidence_event_ids":[],"kind":"daily_plan","meta":{"day":"2026-04-12","fingerprint":"b81b80ec2f3bfc3c3c4f3a5be918ac7bba135a02","plan_fingerprint":"72c1eb45f167276f07dd460ddce50bef1b1fb337","source":"planner"},"output_json":{"day":"2026-04-12","plan":{"day":"2026-04-12","do_now":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":null,"headline":"Email sender identity verification needed 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(medium)","id":"sig:4feaaf8f5ee1e88b","kind":"inbox","links":{"dedupe_key":"email_sender_verification_needed:CAB1dmrc5J=7qdHY0qL_td-wj4ap4R=6qimKhkM8KeT46q=se_w@mail.gmail.com","evidence_event_ids":["evt_237f65de83ed"],"reason_trace":{"reason":"unknown_sender_identity"},"severity":"medium","signal_id":"sig_1c89b99427a0","signal_type":"email_sender_verification_needed","source":"email_answerer","topic_key":"signal:email_sender_verification_needed:970ab8bdb274cdc7","triage":{"action_hints":["schedule review"],"confidence":0.62,"disposition":"park","entity_ids":[],"headline":"Email sender identity verification needed (medium)","prior":{"family":"general","importance_band":"background","suggested_disposition":"park","suggested_route":"review","suggested_urgency":"low"},"priority_score":22.4,"rationale":"This is a background email-sender verification signal with no user-visible impact and no clear deadline, so it can be reviewed later.","review_in_days":30,"route":"review","urgency":"low"},"user_visible":false},"next_touch_at_iso":null,"route":"review","score":25.0,"score_hint":0.0,"source_kind":"signal","tags":["family:general","priority:low","route:review","severity:medium","signal","signal:email_sender_verification_needed","source:email_answerer","triage:park","urgency:low"],"ts":"2026-04-11T21:15:09.338387+00:00","urgency":"low","user_visible":true,"waiting_on":null,"why_it_matters":"This is a background email-sender verification signal with no user-visible impact and no clear deadline, so it can be reviewed later."}],"notes":[],"one_thing":{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":null,"headline":"Email sender identity verification needed (medium)","id":"sig:4feaaf8f5ee1e88b","kind":"inbox","links":{"dedupe_key":"email_sender_verification_needed:CAB1dmrc5J=7qdHY0qL_td-wj4ap4R=6qimKhkM8KeT46q=se_w@mail.gmail.com","evidence_event_ids":["evt_237f65de83ed"],"reason_trace":{"reason":"unknown_sender_identity"},"severity":"medium","signal_id":"sig_1c89b99427a0","signal_type":"email_sender_verification_needed","source":"email_answerer","topic_key":"signal:email_sender_verification_needed:970ab8bdb274cdc7","triage":{"action_hints":["schedule review"],"confidence":0.62,"disposition":"park","entity_ids":[],"headline":"Email sender identity verification needed (medium)","prior":{"family":"general","importance_band":"background","suggested_disposition":"park","suggested_route":"review","suggested_urgency":"low"},"priority_score":22.4,"rationale":"This is a background email-sender verification signal with no user-visible impact and no clear deadline, so it can be reviewed later.","review_in_days":30,"route":"review","urgency":"low"},"user_visible":false},"next_touch_at_iso":null,"route":"review","score":25.0,"score_hint":0.0,"source_kind":"signal","tags":["family:general","priority:low","route:review","severity:medium","signal","signal:email_sender_verification_needed","source:email_answerer","triage:park","urgency:low"],"ts":"2026-04-11T21:15:09.338387+00:00","urgency":"low","user_visible":true,"waiting_on":null,"why_it_matters":"This is a background email-sender verification signal with no user-visible impact and no clear deadline, so it can be reviewed later."},"parked":[],"should_do":[],"version":"planner_v3_hybrid","waiting":[]},"stats":{"builder":"deterministic_v2","counts":{"actionable":1,"do_now":1,"do_today":0,"inbox_in":1,"must_do":1,"parked":0,"pending_in":0,"should_do":0,"visible":1,"waiting":0},"daily_synthesis_source":"fallback","fingerprint":"a9c17913a52b9b4e3d806efbfe61c3f2b561c0ca","planner_model":"gpt-5.4-nano"}},"output_mrkdwn":"*Daily Plan* \u2014 2026-04-12\n\n*One thing:* Email sender identity verification needed (medium)\nWhy: This is a background email-sender verification signal with no user-visible impact and no clear deadline, so it can be reviewed later.\n\n*Do now:*\n\u2022 Email sender identity verification needed (medium) \u2014 This is a background email-sender verification signal with no user-visible impact and no clear deadline, so it can be reviewed later.","ready_at":"2026-04-12T13:34:28.748662+00:00","status":"ready","summary":"Email sender identity verification needed (medium)","title":"Daily Plan 2026-04-12","updated_at":"2026-04-12T13:34:28.748662+00:00"}...
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0.95
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artifact_upsert:daily_plan:2026-04-12:b81b80ec2f3b artifact_upsert:daily_plan:2026-04-12:b81b80ec2f3bfc3c3c4f3a5be918ac7bba135a02...
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2026-04-12T13:34:29.563098+00:00
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149102
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evt_023b2cb6a3c5
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planner_plan_built
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2026-04-18T06:40:00.334460+00:00
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planner
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[]
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{"day":"2026-04-18","plan" {"day":"2026-04-18","plan":{"day":"2026-04-18","do_now":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:0f99474c06","headline":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","id":"commitment:0f99474c06","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":47.0,"score_hint":4.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-16T19:36:37.744926+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."}],"do_today":[],"meta":{"built_at":"2026-04-18T06:40:00.334460+00:00","daily_synthesis_source":"fallback","day":"2026-04-18","filters":{"deduped":0,"internal_shadow":0,"noise_signal":2,"stale":2,"stale_question":0,"stale_workflow":0},"fingerprint":"32329728fba960cbcb936a83409305a219a4b5fb","intelligence_directives":[],"limits":{"limit_inbox":250,"limit_pending":50,"max_do_now":5,"max_do_today":7,"max_must_do":5,"max_park":25,"max_should_do":7,"max_waiting":5},"owner_context":{"active_projects":[],"commitments":[],"top_focus":null,"work_focus":null},"planner_model":"gpt-5.4-nano","source":"planner","timezone":"America/New_York","week_start":"2026-04-13"},"must_do":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:0f99474c06","headline":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","id":"commitment:0f99474c06","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":47.0,"score_hint":4.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-16T19:36:37.744926+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."}],"notes":[],"one_thing":{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:0f99474c06","headline":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","id":"commitment:0f99474c06","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":47.0,"score_hint":4.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-16T19:36:37.744926+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."},"parked":[],"should_do":[],"version":"planner_v3_hybrid","waiting":[]},"stats":{"builder":"deterministic_v2","counts":{"actionable":1,"do_now":1,"do_today":0,"inbox_in":1,"must_do":1,"parked":0,"pending_in":0,"should_do":0,"visible":1,"waiting":0},"daily_synthesis_source":"fallback","fingerprint":"32329728fba960cbcb936a83409305a219a4b5fb","planner_model":"gpt-5.4-nano"}}...
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NULL
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1.0
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planner_plan_built:2026-04-18:6cc0028da27e2274c2ee planner_plan_built:2026-04-18:6cc0028da27e2274c2ee762dbabec8c60d694756...
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NULL
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2026-04-18T06:40:00.562208+00:00
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56661
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evt_023b06a14379
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proposal_released
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2026-04-16T11:04:01.671831+00:00
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proposal_materializer
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[]
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{"back_to_status":"needs_followup" {"back_to_status":"needs_followup","claim_id":"clm_fb24475bca6b471a9f54a331","proposal_id":"prop_ade7f9f49886ed24d2ce0017","released_at":"2026-04-16T11:04:01.671831+00:00","released_by":"proposal_materializer"}...
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NULL
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0.0
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proposal_released:prop_ade7f9f49886ed24d2ce0017:cl proposal_released:prop_ade7f9f49886ed24d2ce0017:clm_fb24475bca6b471a9f54a331:needs_followup...
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NULL
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2026-04-16T11:04:01.674101+00:00
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185906
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evt_023aa1320327
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thread_message_recorded
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2026-04-18T12:30:59.383027+00:00
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slack_compose
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[]
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{"delivery_fp":"opportunity_morning_br {"delivery_fp":"opportunity_morning_briefing:2026-04-18","focus":{"artifact_id":"artf_morning_0e286e358c621001","brief_artifact_id":"artf_morning_0e286e358c621001","candidate_refs":[{"id":"artf_morning_0e286e358c621001","kind":"artifact"}]},"message_kind":"opportunity_morning_briefing","message_role":"assistant","message_type":null,"refs":[{"id":"artf_morning_0e286e358c621001","kind":"artifact"}],"state_key":null,"text":"*Morning Briefing \u2014 2026-04-18*\n\n*Market regime*\nRisk appetite appears mixed: headlines point to ongoing geopolitical uncertainty driving cross-asset swings, while \u201cpatience\u201d framing suggests markets are still digesting macro volatility. Energy remains a key macro transmission channel (Strait of Hormuz reopening narrative), which can keep inflation expectations and rate-sensitive positioning in flux. Meanwhile, crypto and \u201csmart money\u201d style narratives around Bitcoin strength (BTC cited around $75k) are reinforcing a bid for alternative stores of value. Overall, the tape looks headline-driven with rotation between defensives (gold/silver) and growth/alternatives (bitcoin-linked narratives).\n\n*Top opportunities*\n1. [THESIS] Bitcoin narrative re-accelerates as BTC is cited near $75,000 and buy/valuation chatter returns.\n2. [SETUP] Gold stays in focus as geopolitical risk and macro uncertainty keep safe-haven demand relevant.\n3. [NARRATIVE] Silver remains a watchlist satellite to gold, with macro risk and industrial sensitivity in play.\n4. [THESIS] WTI is pulled by Middle East supply-risk headlines, with reopening talk supporting a firmer tone.\n5. [SETUP] Brent tracks the same geopolitics-driven energy impulse, keeping the crude complex headline-sensitive.\n\n*Themes heating*\n- Geopolitics \u2192 Energy risk premium: us_oil_wti, brent \u2014 Strait of Hormuz reopening and overseas conflict headlines keep crude pricing reactive and macro-linked.\n- Bitcoin as alternative store-of-value bid: bitcoin \u2014 BTC strength and buy/valuation narratives are reinforcing the \u201crisk-on within uncertainty\u201d alternative bid.\n\n*Themes cooling*\n- Single-name earnings shock spillover: \u2014 (No equity tickers were provided in the artifact set beyond non-mapped headlines, so this theme can\u2019t be mapped to tradable members here.)\n\n*Notes*\n\u2022 Headline-driven regime: geopolitics is the dominant cross-asset driver.\n\u2022 Energy complex (WTI/Brent) remains the clearest macro transmission channel.\n\u2022 Defensives (gold/silver) and alternatives (bitcoin) both have narrative support.","thread_id":"thr_298417fe0514c3f6a8"}...
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NULL
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1.0
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thread_message_recorded:opportunity_morning_briefi thread_message_recorded:opportunity_morning_briefing:2026-04-18...
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NULL
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2026-04-18T12:30:59.383100+00:00
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35962
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evt_02383797b71a
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artifact_upsert
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2026-04-13T19:48:15.825278+00:00
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planner
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[]
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{"artifact_id":"art_daily_plan_2026-04 {"artifact_id":"art_daily_plan_2026-04-13","confidence":0.95,"created_at":"2026-04-13T19:48:15.825278+00:00","evidence_event_ids":[],"kind":"daily_plan","meta":{"day":"2026-04-13","fingerprint":"54e799b7da4abcf64f8174c18f038d2bd4f69766","plan_fingerprint":"a837e0578f00c16d100eaace6aa97d9628fbfa4b","source":"planner"},"output_json":{"day":"2026-04-13","plan":{"day":"2026-04-13","do_now":[],"do_today":[],"meta":{"built_at":"2026-04-13T19:48:15.825278+00:00","daily_synthesis_source":"fallback","day":"2026-04-13","filters":{"deduped":0,"internal_shadow":0,"noise_signal":2,"stale":1,"stale_question":0,"stale_workflow":0},"fingerprint":"23cd879c78afc4a8984337113a346888a4a13cb8","intelligence_directives":[],"limits":{"limit_inbox":250,"limit_pending":50,"max_do_now":5,"max_do_today":7,"max_must_do":5,"max_park":25,"max_should_do":7,"max_waiting":5},"owner_context":{"active_projects":[],"commitments":[],"top_focus":null,"work_focus":null},"planner_model":"gpt-5.4-nano","source":"planner","timezone":"America/New_York","week_start":"2026-04-13"},"must_do":[],"notes":[],"one_thing":null,"parked":[],"should_do":[],"version":"planner_v3_hybrid","waiting":[]},"stats":{"builder":"deterministic_v2","counts":{"actionable":0,"do_now":0,"do_today":0,"inbox_in":0,"must_do":0,"parked":0,"pending_in":0,"should_do":0,"visible":0,"waiting":0},"daily_synthesis_source":"fallback","fingerprint":"23cd879c78afc4a8984337113a346888a4a13cb8","planner_model":"gpt-5.4-nano"}},"output_mrkdwn":"*Daily Plan* \u2014 2026-04-13","ready_at":"2026-04-13T19:48:15.825278+00:00","status":"ready","summary":null,"title":"Daily Plan 2026-04-13","updated_at":"2026-04-13T19:48:15.825278+00:00"}...
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0.95
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artifact_upsert:daily_plan:2026-04-13:54e799b7da4a artifact_upsert:daily_plan:2026-04-13:54e799b7da4abcf64f8174c18f038d2bd4f69766...
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NULL
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2026-04-13T19:48:16.719489+00:00
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29617
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evt_0237ab47c3f0
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llm_usage
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2026-04-12T13:56:21.185982+00:00
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llm:openai
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[]
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{"cost_usd":0.000544,"meta":{" {"cost_usd":0.000544,"meta":{"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":3.252879,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":399,"input_tokens_original":399,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":320,"output_tokens_final":320,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:low","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":320,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_06e8f9aa676bc6090069dba48278148195a64fbdd358190eb0","usage":{"input_tokens":719,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1039}}...
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NULL
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0.0
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llm_usage:resp_06e8f9aa676bc6090069dba48278148195a llm_usage:resp_06e8f9aa676bc6090069dba48278148195a64fbdd358190eb0...
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NULL
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2026-04-12T13:56:21.186059+00:00
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416763
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evt_0237894b2019
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signal_candidate_ingest
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2026-04-20T09:48:13.026366+00:00
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collector:markets
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[]
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{"created_at":"2026-04-20T09:48:13.026 {"created_at":"2026-04-20T09:48:13.026366+00:00","signal_type":"market_headline_delta","source":"market_ingestor","url":"https://news.google.com/rss/articles/CBMitwFBVV95cUxPNmxUek5JRUcxVjNoUFZsdVY3MjIyUElIdmNsX3d0Um1CLUVjc3BEZmxhcFR5RWpiWnZrcFRhc3NtSS1VcW8waGE4Q1VCc1UtaU5LekliME5MMHVyN3N2aHdkcHpBdC1nUTY0eXJHTnJSV05NNGNVMi1hNnJXRWtnc0hxZXMzRGtMTXBGUTNqVks4QmFKNzBXTGdaTE8wQzBwbkZvOV93elJ4QWdNNGFvaEduY2t5N2M?oc=5","value":{"fp":"c9a8be78f7529bb5","published_at":"2026-04-20T08:53:43+00:00","source":"Morningstar","source_domain":"global.morningstar.com","source_url":"https://global.morningstar.com","summary":"","tickers":[],"title":"Markets Brief: Top Semiconductor, Software Stock Picks with AI Back in Focus - Morningstar","url":"https://news.google.com/rss/articles/CBMitwFBVV95cUxPNmxUek5JRUcxVjNoUFZsdVY3MjIyUElIdmNsX3d0Um1CLUVjc3BEZmxhcFR5RWpiWnZrcFRhc3NtSS1VcW8waGE4Q1VCc1UtaU5LekliME5MMHVyN3N2aHdkcHpBdC1nUTY0eXJHTnJSV05NNGNVMi1hNnJXRWtnc0hxZXMzRGtMTXBGUTNqVks4QmFKNzBXTGdaTE8wQzBwbkZvOV93elJ4QWdNNGFvaEduY2t5N2M?oc=5"}}...
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Morningstar
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1.0
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market_headline_delta:ec3af91648111435
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NULL
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2026-04-20T09:48:13.026461+00:00
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