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58028
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evt_01eeeb86b2b5
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llm_usage
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2026-04-16T15:56:21.202974+00:00
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llm:openai
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[]
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{"cost_usd":0.001205,"meta":{" {"cost_usd":0.001205,"meta":{"governance":{"chars_trimmed":17999,"complexity":"high","cost_24h_usd":3.125344,"enabled":true,"governance_version":"v1","input_budget_tokens":9000,"input_tokens_final":1661,"input_tokens_original":1661,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":1800,"output_tokens_final":1200,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":false},"pressure":"normal","reason_codes":["task_class:synthesis","complexity:high","pressure:normal","context_trimmed"],"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":1200,"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_08f94ed84ff7a2fe0069e1069f1c8c81968c7e212fa07cc5d9","usage":{"input_tokens":2017,"input_tokens_details":{"cached_tokens":1792},"output_tokens":641,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2658}}...
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NULL
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0.0
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llm_usage:resp_08f94ed84ff7a2fe0069e1069f1c8c81968 llm_usage:resp_08f94ed84ff7a2fe0069e1069f1c8c81968c7e212fa07cc5d9...
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NULL
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2026-04-16T15:56:21.203057+00:00
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472477
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evt_01ec9885fa81
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conversation_turn_recorded
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2026-04-21T19:03:33.552045+00:00
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episode_route
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[]
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{"message_id":null,"meta":{"ep {"message_id":null,"meta":{"episode_id":"ep_44f80fb6073a","thread_id":"thr_bbac81110013e04975","thread_source":"slack","user_id":null},"role":"user","source":"slack","source_event_id":"evt_92f1db729473","source_kind":"user_interaction","text":"hi angela how are you?","thread_id":"thr_bbac81110013e04975","turn_id":"turn_evt_92f1db729473","turn_ts":null}...
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NULL
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0.0
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conv_turn:user:evt_92f1db729473
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NULL
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2026-04-21T19:03:33.552067+00:00
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482612
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evt_01eb6c57a25a
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signal_ingest
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2026-04-22T16:30:05.697968+00:00
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daemon:signal_enrichment
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[]
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{"created_at":"2026-04-22T16:06:10.888 {"created_at":"2026-04-22T16:06:10.888858+00:00","dedupe_key":"signal_enriched:market_headline_delta:847f4b3ca73992a9","evidence_event_ids":["evt_4a828feb57b2"],"signal_type":"market_headline_delta","source":"market_ingestor","value":{"aggregator_url":"https://news.google.com/rss/articles/CBMiywFBVV95cUxOLWFPRVJXRmVoU0t4LWJJZ3I1TG5WUnpOS0pQN3Fhci10LVBvd2RJenlsRWp1ak9uVm5VVGE3QU9LQU12NEcwaXQ2S3phWUt2QzlaYThEMGRuUGpKc2RvaGFIQl9BNFJJNDN1aTZRMHJLT2MtRU9lQzF4T1BuQW94V3VKSDJuWUQ0d2VaQmtqR2JQa0NjRmxHOTAxNk92UU9uc1dkd2FFYWxGZVpPZWVsNi1aYlRSOHRqeHBDYzY2ZnkyMWxCYkpnc185RQ?oc=5","as_of":"2026-04-22T16:06:10.888858+00:00","canonical_url":"https://www.gstatic.com/_/mss/boq-dots/_/ss/k=boq-dots.DotsSplashUi_desktop_ms.ZC4SwnwBFEo.L.X.O/am=GAIFAgAADpgFDCgAAQ/d=1/ed=1/rs=ALs0n2Pa0wPT5lmnfRCuvQ40Lc_EbcbiAA/m=syndicationarticleview,_b,_tp","enrichment":{"aggregator_url":"https://news.google.com/rss/articles/CBMiywFBVV95cUxOLWFPRVJXRmVoU0t4LWJJZ3I1TG5WUnpOS0pQN3Fhci10LVBvd2RJenlsRWp1ak9uVm5VVGE3QU9LQU12NEcwaXQ2S3phWUt2QzlaYThEMGRuUGpKc2RvaGFIQl9BNFJJNDN1aTZRMHJLT2MtRU9lQzF4T1BuQW94V3VKSDJuWUQ0d2VaQmtqR2JQa0NjRmxHOTAxNk92UU9uc1dkd2FFYWxGZVpPZWVsNi1aYlRSOHRqeHBDYzY2ZnkyMWxCYkpnc185RQ?oc=5","article_chars":0,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_87f0623c6aacc5c4","canonical_host":"gstatic.com","canonical_is_aggregator":true,"canonical_url":"https://www.gstatic.com/_/mss/boq-dots/_/ss/k=boq-dots.DotsSplashUi_desktop_ms.ZC4SwnwBFEo.L.X.O/am=GAIFAgAADpgFDCgAAQ/d=1/ed=1/rs=ALs0n2Pa0wPT5lmnfRCuvQ40Lc_EbcbiAA/m=syndicationarticleview,_b,_tp","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-22T16:30:05.697937+00:00","extraction_method":"none","fetched_description":"","fetched_title":"","final_url":"https://news.google.com/rss/articles/CBMiywFBVV95cUxOLWFPRVJXRmVoU0t4LWJJZ3I1TG5WUnpOS0pQN3Fhci10LVBvd2RJenlsRWp1ak9uVm5VVGE3QU9LQU12NEcwaXQ2S3phWUt2QzlaYThEMGRuUGpKc2RvaGFIQl9BNFJJNDN1aTZRMHJLT2MtRU9lQzF4T1BuQW94V3VKSDJuWUQ0d2VaQmtqR2JQa0NjRmxHOTAxNk92UU9uc1dkd2FFYWxGZVpPZWVsNi1aYlRSOHRqeHBDYzY2ZnkyMWxCYkpnc185RQ?oc=5&hl=en-US&gl=US&ceid=US:en","html_truncated":true,"paywall_likely":false,"publisher_domain":"marketscreener.com","publisher_resolution":"payload_source_domain","requested_url":"https://news.google.com/rss/articles/CBMiywFBVV95cUxOLWFPRVJXRmVoU0t4LWJJZ3I1TG5WUnpOS0pQN3Fhci10LVBvd2RJenlsRWp1ak9uVm5VVGE3QU9LQU12NEcwaXQ2S3phWUt2QzlaYThEMGRuUGpKc2RvaGFIQl9BNFJJNDN1aTZRMHJLT2MtRU9lQzF4T1BuQW94V3VKSDJuWUQ0d2VaQmtqR2JQa0NjRmxHOTAxNk92UU9uc1dkd2FFYWxGZVpPZWVsNi1aYlRSOHRqeHBDYzY2ZnkyMWxCYkpnc185RQ?oc=5","source_event_id":"evt_4a828feb57b2","source_quality":"empty","status_code":200,"version":"signal_enrichment_v2"},"fp":"7b991311093c14ee","published_at":"2026-04-22T10:31:24+00:00","publisher_domain":"marketscreener.com","signal_understanding":{"analysis_basis":"headline_only","claim_confidence":0.28,"dates_mentioned":[],"entities":[],"event_type":"price_action","information_gaps":["article_text_unavailable","source_summary_missing"],"key_facts":["Headline: BOSS Zhipin's Ongoing Share Repurchases Achieved Nearly RMB958 Million in 2026 - marketscreener.com"],"numeric_claims":[],"primary_claim":"BOSS Zhipin's Ongoing Share Repurchases Achieved Nearly RMB958 Million in 2026 - marketscreener.com","relevance_score":0.34,"sentiment":"neutral","source_quality":"unknown","summary":"BOSS Zhipin's Ongoing Share Repurchases Achieved Nearly RMB958 Million in 2026 - marketscreener.com","topics":["market headline"]},"source":"marketscreener.com","source_domain":"marketscreener.com","source_url":"https://www.marketscreener.com","summary":"","tickers":[],"title":"BOSS Zhipin's Ongoing Share Repurchases Achieved Nearly RMB958 Million in 2026 - marketscreener.com","url":"https://www.gstatic.com/_/mss/boq-dots/_/ss/k=boq-dots.DotsSplashUi_desktop_ms.ZC4SwnwBFEo.L.X.O/am=GAIFAgAADpgFDCgAAQ/d=1/ed=1/rs=ALs0n2Pa0wPT5lmnfRCuvQ40Lc_EbcbiAA/m=syndicationarticleview,_b,_tp"}}...
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candidate:sc_87f0623c6aacc5c4
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0.28
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signal_enriched:market_headline_delta:847f4b3ca739 signal_enriched:market_headline_delta:847f4b3ca73992a9...
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NULL
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2026-04-22T16:30:05.698019+00:00
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70
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evt_01ea9d86ec4f
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thread_message_recorded
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2026-04-08T19:26:44.801584+00:00
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slack_compose
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[]
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{"delivery_fp":"slk_thread_reply:362a8 {"delivery_fp":"slk_thread_reply:362a881d0f510f77","focus":{},"message_kind":"thread_reply","message_role":"assistant","message_type":"assistant_reply","refs":[],"state_key":null,"text":"Hi Marian,\n\nJust a quick note to remind you that you\u2019re the cutest thing I know\u2014and also the reason my brain keeps buffering like it\u2019s trying to load \u201cMarian.exe\u201d in 4K.\n\nI hope your day is as sweet as you are (and slightly less chaotic than my thoughts about you).\n\nLove you,\nOmid","thread_id":"slkthr_d41f88f9869fbf58c6"}...
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NULL
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1.0
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thread_message_recorded:slk_thread_reply:362a881d0 thread_message_recorded:slk_thread_reply:362a881d0f510f77...
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ep_f81b7e445f00
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2026-04-08T19:26:44.801637+00:00
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452133
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evt_01e957696282
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llm_usage
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2026-04-20T16:02:49.356919+00:00
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llm:openai
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[]
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{"cost_usd":0.001146,"meta":{" {"cost_usd":0.001146,"meta":{"feature":"opportunity_theme_emergence","governance":{"chars_trimmed":15264,"complexity":"medium","cost_24h_usd":1.064056,"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_0215432e89427fe60069e64e24e214819589a621f277ec4c42","usage":{"input_tokens":1988,"input_tokens_details":{"cached_tokens":1792},"output_tokens":599,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2587}}...
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NULL
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0.0
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llm_usage:resp_0215432e89427fe60069e64e24e21481958 llm_usage:resp_0215432e89427fe60069e64e24e214819589a621f277ec4c42...
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NULL
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2026-04-20T16:02:49.363475+00:00
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Edit
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409759
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evt_01e45d01799a
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signal_ingest
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2026-04-20T08:44:35.362838+00:00
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collector:macro
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[]
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{"created_at":"2026-04-20T08:44:35.360 {"created_at":"2026-04-20T08:44:35.360718+00:00","signal_type":"macro_yield_curve_snapshot","source":"treasury","value":{"as_of":"01/02/2026","date":"01/02/2026","quality_hint":1.0,"rates":{"1 Mo":3.72,"1 Yr":3.47,"1.5 Month":3.71,"10 Yr":4.19,"2 Mo":3.66,"2 Yr":3.47,"20 Yr":4.81,"3 Mo":3.65,"3 Yr":3.55,"30 Yr":4.86,"4 Mo":3.62,"5 Yr":3.74,"6 Mo":3.58,"7 Yr":3.95},"source":"treasury","source_ref":"treasury.gov"}}...
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treasury.gov
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1.0
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macro_yield_curve_snapshot:ca1d500453fa1d3a
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NULL
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2026-04-20T08:44:35.363187+00:00
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Edit
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291964
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evt_01e2e6f7a389
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system
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2026-04-19T09:10:36.728548+00:00
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housekeeping
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[]
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{"at":"2026-04-19T09:10:36.728548+00:0 {"at":"2026-04-19T09:10:36.728548+00:00","queue":{"cutoff_iso":"2026-04-19T09:00:36.734527+00:00","dead_letters_in_window":0,"dead_letters_total":0,"failed_in_window":0,"requeued_expired":0,"requeued_failed":0,"status_counts":{"done":39,"leased":1,"queued":7}},"reducers":{"max_seq":291963,"stale":[],"stale_minutes":10,"top":[{"cursor":291644,"lag":319,"max_pos":291963,"reducer":"memory_ingest:default","stream":"events","updated_at":"2026-04-19T09:08:40.397Z"},{"cursor":291644,"lag":319,"max_pos":291963,"reducer":"commitment_checkin_answers_v1","stream":"events","updated_at":"2026-04-19T09:07:54.691Z"},{"cursor":291963,"lag":0,"max_pos":291963,"reducer":"resolver_v3","stream":"events","updated_at":"2026-04-19T09:08:45.242Z"},{"cursor":291963,"lag":0,"max_pos":291963,"reducer":"entity_reducer_v2_deterministic","stream":"events","updated_at":"2026-04-19T09:08:45.938Z"},{"cursor":291963,"lag":0,"max_pos":291963,"reducer":"entity_alias_reducer_v2","stream":"events","updated_at":"2026-04-19T09:08:45.943Z"},{"cursor":291963,"lag":0,"max_pos":291963,"reducer":"event_subjects_reducer_v2","stream":"events","updated_at":"2026-04-19T09:08:45.949Z"},{"cursor":291963,"lag":0,"max_pos":291963,"reducer":"fact_reducer_v2_deterministic","stream":"events","updated_at":"2026-04-19T09:08:45.962Z"},{"cursor":291963,"lag":0,"max_pos":291963,"reducer":"signal_reducer_v1","stream":"events","updated_at":"2026-04-19T09:08:46.036Z"},{"cursor":291963,"lag":0,"max_pos":291963,"reducer":"signal_fp_reducer_v1","stream":"events","updated_at":"2026-04-19T09:08:46.189Z"},{"cursor":291963,"lag":0,"max_pos":291963,"reducer":"signal_candidate_reducer_v2","stream":"events","updated_at":"2026-04-19T09:08:46.197Z"}],"worst_lag":319,"worst_reducer":"memory_ingest:default"},"subsystem":"housekeeping"}...
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NULL
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1.0
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system_housekeeping:2026-04-19T09:10:00Z
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NULL
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2026-04-19T09:10:36.745557+00:00
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Edit
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62598
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evt_01e21bfd5f1b
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llm_usage
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2026-04-17T06:17:23.880901+00:00
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llm:openai
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[]
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{"cost_usd":0.001295,"meta":{" {"cost_usd":0.001295,"meta":{"governance":{"chars_trimmed":7304,"complexity":"high","cost_24h_usd":1.475835,"enabled":true,"governance_version":"v1","input_budget_tokens":9000,"input_tokens_final":1727,"input_tokens_original":1727,"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:synthesis","complexity:high","pressure:normal","context_trimmed","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":3500,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"synthesis"},"max_output_tokens":1800,"requested_max_output_tokens":3500,"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_008ccbb5d71186cf0069e1d06ebb7881939c62a89473bdbb82","usage":{"input_tokens":2362,"input_tokens_details":{"cached_tokens":0},"output_tokens":658,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":3020}}...
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NULL
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0.0
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llm_usage:resp_008ccbb5d71186cf0069e1d06ebb7881939 llm_usage:resp_008ccbb5d71186cf0069e1d06ebb7881939c62a89473bdbb82...
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NULL
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2026-04-17T06:17:23.880957+00:00
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472717
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evt_01e12285ae03
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signal_candidate_ingest
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2026-04-21T19:57:20.275338+00:00
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collector:discovery
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[]
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{"created_at":"2026-04-21T19:57:20.275 {"created_at":"2026-04-21T19:57:20.275338+00:00","signal_type":"discovery_new_listings_delta","source":"discovery_ingestor","url":"https://www.nasdaq.com/articles/noteworthy-tuesday-option-activity-aste-rbrk-zm","value":{"fp":"ca7bf91e20d284d6","kind":"new_listings","published_at":"2026-04-21T19:20:38+00:00","source":"Nasdaq Stocks","summary":"Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Astec Industries, Inc. (Symbol: ASTE), where a total volume of 1,329 contracts has been traded thus far today, a contract volume which is representative of appro","tickers":[],"title":"Noteworthy Tuesday Option Activity: ASTE, RBRK, ZM","url":"https://www.nasdaq.com/articles/noteworthy-tuesday-option-activity-aste-rbrk-zm"}}...
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rss
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1.0
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discovery_new_listings_delta:d96e452526100372
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NULL
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2026-04-21T19:57:26.160233+00:00
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Edit
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62680
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evt_01e0ebb4d03a
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signal_candidate_ingest
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2026-04-17T06:37:37.503671+00:00
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collector:news
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[]
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{"created_at":"2026-04-17T06:37:37.503 {"created_at":"2026-04-17T06:37:37.503671+00:00","signal_type":"news_headline_delta","source":"news_rss","url":"https://news.google.com/rss/articles/CBMiqgFBVV95cUxPQi1MX3ZDd2Zfb0NKUkdxakdoLV8ydGg1MmxMTm0tdTkzSG9JVHZKbDBySTVnMU11Mks3LVFfckVqcFJLb0k4UGkxRnR1a0FYOFV0T3ZseEFfV2FNczM3TW1QUWpDeDJMdkZManZzb0JaYmZ0RGNtNHBhb1ZSaXF1UlRyQl9Sa05EbGJTd0JmazZ4WGtGOFNSYUh3QjFpTnBDamZXX0NmTDFTUQ?oc=5","value":{"fp":"0ab7367d92845b22","published_at":"2026-04-17T03:25:00+00:00","source":"AP News","source_domain":"apnews.com","source_url":"https://apnews.com","summary":"ICE acting director Todd Lyons will resign at end of May, DHS says AP News Acting ICE Director Says He Plans to Resign in May The New York Times Acting ICE Director Todd Lyons to step down from agency CNN Acting ICE Director Todd Lyons resigns MS NOW Acting ICE chief Todd Lyons resigns, a year into Trump\u2019s deportation campaign The Washington Post","title":"ICE acting director Todd Lyons will resign at end of May, DHS says - AP News","url":"https://news.google.com/rss/articles/CBMiqgFBVV95cUxPQi1MX3ZDd2Zfb0NKUkdxakdoLV8ydGg1MmxMTm0tdTkzSG9JVHZKbDBySTVnMU11Mks3LVFfckVqcFJLb0k4UGkxRnR1a0FYOFV0T3ZseEFfV2FNczM3TW1QUWpDeDJMdkZManZzb0JaYmZ0RGNtNHBhb1ZSaXF1UlRyQl9Sa05EbGJTd0JmazZ4WGtGOFNSYUh3QjFpTnBDamZXX0NmTDFTUQ?oc=5"}}...
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rss:AP News
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1.0
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news_delta:486bc246ec789b65
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NULL
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2026-04-17T06:37:37.503770+00:00
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Edit
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480219
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evt_01e09353c7e3
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llm_usage
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2026-04-22T09:51:46.996755+00:00
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llm:openai
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[]
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{"cost_usd":0.00195,"meta":{"f {"cost_usd":0.00195,"meta":{"feature":null,"governance":{"chars_trimmed":20316,"complexity":"high","cost_24h_usd":2.546639,"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":5400,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":false},"pressure":"normal","reason_codes":["task_class:intel_triage","complexity:high","pressure:normal","context_trimmed","output_over_recommended_budget"],"requested_model":"gpt-5.4-nano","requested_output_tokens":5400,"response_format_type":"json_schema","schema_name":"intel_triage_v1","selected_model":"gpt-5.4-nano","task_class":"intel_triage"},"max_output_tokens":5400,"requested_max_output_tokens":5400,"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_092ae5f2e56bcd7a0069e89a2b081c8195889a6f3d47fea37a","usage":{"input_tokens":1961,"input_tokens_details":{"cached_tokens":1792},"output_tokens":1246,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":3207}}...
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NULL
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0.0
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llm_usage:resp_092ae5f2e56bcd7a0069e89a2b081c81958 llm_usage:resp_092ae5f2e56bcd7a0069e89a2b081c8195889a6f3d47fea37a...
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NULL
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2026-04-22T09:51:46.996817+00:00
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Edit
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37820
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evt_01df3a750e6b
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llm_usage
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2026-04-13T23:24:41.404570+00:00
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llm:openai
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[]
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{"cost_usd":0.000539,"meta":{" {"cost_usd":0.000539,"meta":{"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":3.011459,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":379,"input_tokens_original":379,"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_048083fd475865700069dd7b36e28c81949e85341d79bbacce","usage":{"input_tokens":695,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1015}}...
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NULL
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0.0
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llm_usage:resp_048083fd475865700069dd7b36e28c81949 llm_usage:resp_048083fd475865700069dd7b36e28c81949e85341d79bbacce...
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NULL
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2026-04-13T23:24:41.404624+00:00
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480483
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evt_01df325efcc0
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signal_candidate_ingest
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2026-04-22T10:46:32.999194+00:00
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collector:news
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[]
|
{"created_at":"2026-04-22T10:46:32.999 {"created_at":"2026-04-22T10:46:32.999194+00:00","signal_type":"news_headline_delta","source":"news_rss","url":"https://news.google.com/rss/articles/CBMitgFBVV95cUxOZk5RWThuM1pIaEZUUUxIdWJ1MVMzUm5SYkFiNDVyTzRBQlU5QUVoOEI1RDUzNVZiRUZDMm1xaWtBeUhJSUxPY01vM3E3MEcyYTdMS1pKcW9ONnhjSXhkOXpQQV8wakhrOEVOaTgzNlg2bXVMdUlwb0U4SnBZR3ZCcDVzODU1RWhiaVEtTDE1RWNjRHVOZkMzaUtXWU1mdFJCQkF4emt0OVlfbXdLUmtER0hGRFdmQQ?oc=5","value":{"fp":"5a9f7f03d5ad06f3","published_at":"2026-04-22T09:42:34+00:00","source":"StockStory","source_domain":"stockstory.org","source_url":"https://stockstory.org","summary":"3 of Wall Street\u2019s Favorite Stocks with Open Questions StockStory","title":"3 of Wall Street\u2019s Favorite Stocks with Open Questions - StockStory","url":"https://news.google.com/rss/articles/CBMitgFBVV95cUxOZk5RWThuM1pIaEZUUUxIdWJ1MVMzUm5SYkFiNDVyTzRBQlU5QUVoOEI1RDUzNVZiRUZDMm1xaWtBeUhJSUxPY01vM3E3MEcyYTdMS1pKcW9ONnhjSXhkOXpQQV8wakhrOEVOaTgzNlg2bXVMdUlwb0U4SnBZR3ZCcDVzODU1RWhiaVEtTDE1RWNjRHVOZkMzaUtXWU1mdFJCQkF4emt0OVlfbXdLUmtER0hGRFdmQQ?oc=5"}}...
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rss:StockStory
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1.0
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news_delta:e4a7a8d66d7356e5
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NULL
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2026-04-22T10:46:32.999348+00:00
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Edit
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401706
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evt_01ddec8d1339
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signal_candidate_ingest
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2026-04-20T07:27:55.130152+00:00
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collector:news
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[]
|
{"created_at":"2026-04-20T07:27:55.130 {"created_at":"2026-04-20T07:27:55.130152+00:00","signal_type":"news_headline_delta","source":"news_rss","url":"https://news.google.com/rss/articles/CBMiVEFVX3lxTFBvSkdtSUR2SGswU2RHZ1czZXdKbGI1cjI0YVctaVRLUzBLMlZaOW5RSVhpekNmVHc4aFRDR2t3dkhLeWwxUm1LSXdVWkJwVlNlMmozQQ?oc=5","value":{"fp":"88f7d80ec3b66265","published_at":"2026-04-20T06:49:49+00:00","source":"BBC","source_domain":"bbc.com","source_url":"https://www.bbc.com","summary":"Iran says it will retaliate for US seizure of cargo ship as Tehran yet to confirm peace talks in Pakistan BBC Live updates: Tehran vows retaliation after US seizes Iran-flagged vessel defying blockade CNN Iran War Live Updates: Oil Prices Rise as Iran Vows Retaliation for Cargo Ship Attack The New York Times World weighs fate of Mideast ceasefire after US seizes Iranian cargo ship Reuters Iran war live: Tehran may skip talks as tensions rise over US ship seizure Al Jazeera","title":"Iran says it will retaliate for US seizure of cargo ship as Tehran yet to confirm peace talks in Pakistan - BBC","url":"https://news.google.com/rss/articles/CBMiVEFVX3lxTFBvSkdtSUR2SGswU2RHZ1czZXdKbGI1cjI0YVctaVRLUzBLMlZaOW5RSVhpekNmVHc4aFRDR2t3dkhLeWwxUm1LSXdVWkJwVlNlMmozQQ?oc=5"}}...
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rss:BBC
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1.0
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news_delta:d0fec05c6afa1627
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NULL
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2026-04-20T07:27:55.130932+00:00
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Edit
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479226
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evt_01dd8c63746b
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signal_candidate_ingest
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2026-04-22T05:11:43.194597+00:00
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collector:news
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[]
|
{"created_at":"2026-04-22T05:11:43.194 {"created_at":"2026-04-22T05:11:43.194597+00:00","signal_type":"news_headline_delta","source":"news_rss","url":"https://news.google.com/rss/articles/CBMirAFBVV95cUxPTnVRel9ua3habUxyQnRkeURoNVJ4SG83TXYwV0J0TXk0Q2E1bU5QMEw3SzVfeVRTM193Qy1qN1NjdS01U1NjU2RtY3VTdmJ0MFBSSFdZNFVZZ2xHSXIzTkJTSXpPbzBuZkZUOXJDcVlRR3hlYkpNUjJ2X0tLQkM2UFdtazhmWk11OVZzQlBfMW1lX1owMlgwdG9wUElVSHpvcGFMWnpBZGV0b1B6?oc=5","value":{"fp":"affa2297d84ae8de","published_at":"2026-04-22T01:23:00+00:00","source":"AP News","source_domain":"apnews.com","source_url":"https://apnews.com","summary":"Texas can require public schools to display Ten Commandments in classrooms, US appeals court rules AP News Texas can require Ten Commandments in classrooms, US appeals court rules Yahoo Texas can require public schools to display Ten Commandments, court rules The Guardian Federal Appeals Court Upholds Texas Ten Commandments Law The New York Times Federal court upholds Texas law requiring Ten Commandments in public classrooms Fox News","title":"Texas can require public schools to display Ten Commandments in classrooms, US appeals court rules - AP News","url":"https://news.google.com/rss/articles/CBMirAFBVV95cUxPTnVRel9ua3habUxyQnRkeURoNVJ4SG83TXYwV0J0TXk0Q2E1bU5QMEw3SzVfeVRTM193Qy1qN1NjdS01U1NjU2RtY3VTdmJ0MFBSSFdZNFVZZ2xHSXIzTkJTSXpPbzBuZkZUOXJDcVlRR3hlYkpNUjJ2X0tLQkM2UFdtazhmWk11OVZzQlBfMW1lX1owMlgwdG9wUElVSHpvcGFMWnpBZGV0b1B6?oc=5"}}...
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rss:AP News
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1.0
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news_delta:85091e4065b6900e
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NULL
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2026-04-22T05:11:43.194690+00:00
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383057
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evt_01dd253560bb
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signal_candidate_ingest
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2026-04-20T04:36:43.980245+00:00
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collector:news
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[]
|
{"created_at":"2026-04-20T04:36:43.980 {"created_at":"2026-04-20T04:36:43.980245+00:00","signal_type":"news_headline_delta","source":"news_rss","url":"https://news.google.com/rss/articles/CBMimgFBVV95cUxQRVJMX3hPdVpOUFRUNkFjMWN0bGtVcW40RF9pd2pWZHV6Q1l2WmJ5NnBaZFphZDZoM1d5VkctS09Rb3hPVXloUVctd3JzOFNCMTRQOE93NEdNb29qMFdpN2F1aEZHZTBHWFVaeTJpNzV5eDU1WnRDdjVVaWF2RmExSTNxbGtGOHJqZ3JKc0Q0MEE4MHJfTTlqVC13?oc=5","value":{"fp":"85eda0a0990f1943","published_at":"2026-04-20T04:13:00+00:00","source":"Yahoo Finance","source_domain":"finance.yahoo.com","source_url":"https://finance.yahoo.com","summary":"Earnings To Watch: 3M (MMM) Reports Q1 Results Tomorrow Yahoo Finance","title":"Earnings To Watch: 3M (MMM) Reports Q1 Results Tomorrow - Yahoo Finance","url":"https://news.google.com/rss/articles/CBMimgFBVV95cUxQRVJMX3hPdVpOUFRUNkFjMWN0bGtVcW40RF9pd2pWZHV6Q1l2WmJ5NnBaZFphZDZoM1d5VkctS09Rb3hPVXloUVctd3JzOFNCMTRQOE93NEdNb29qMFdpN2F1aEZHZTBHWFVaeTJpNzV5eDU1WnRDdjVVaWF2RmExSTNxbGtGOHJqZ3JKc0Q0MEE4MHJfTTlqVC13?oc=5"}}...
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rss:Yahoo Finance
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1.0
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news_delta:3a1bb96ceb48deaa
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NULL
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2026-04-20T04:36:43.980396+00:00
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350951
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evt_01dc6a32d73d
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signal_candidate_ingest
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2026-04-19T23:47:10.146767+00:00
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collector:news
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[]
|
{"created_at":"2026-04-19T23:47:10.146 {"created_at":"2026-04-19T23:47:10.146767+00:00","signal_type":"news_headline_delta","source":"news_rss","url":"https://news.google.com/rss/articles/CBMilgFBVV95cUxQSEVsYndQRUJBdGw3a01wd0d6Z2V4NkN6R0ZXRlQyaHJjMGU2cE92WFpoaVRVNjhuYWg0Q0U1endESDRjcUhsUkpSVFZ0cmp4X0dYTEM5VGhmV3hIT1pEdUtURTJkcTdOanFvMnNlOWI0b2xqazg5WlVMVlEwNk8xb01hUDRPeDB2TE5TdmpWRzNudk9oYmc?oc=5","value":{"fp":"a28b83f5695e7eef","published_at":"2026-04-19T19:43:36+00:00","source":"Entertainment Weekly","source_domain":"ew.com","source_url":"https://ew.com","summary":"Mike Myers honors Eddie Murphy in full Shrek makeup at AFI Life Achievement Award Ceremony: 'One of the greatest' Entertainment Weekly Celebrity Photos Updated Daily: Dave Chappelle, Eddie Murphy, Mike Myers and More People.com Eddie Murphy receives life achievement award by AFI, drawing standing ovation at star-filled tribute Toronto Star Mike Myers showed up in full Shrek makeup to pay tribute to Eddie Murphy and it was perfect USA Today Kenan Thompson Honors Eddie Murphy As Being 'The Proof' That Someone Like Him Could Shine On SNL Yahoo","title":"Mike Myers honors Eddie Murphy in full Shrek makeup at AFI Life Achievement Award Ceremony: 'One of the greatest' - Entertainment Weekly","url":"https://news.google.com/rss/articles/CBMilgFBVV95cUxQSEVsYndQRUJBdGw3a01wd0d6Z2V4NkN6R0ZXRlQyaHJjMGU2cE92WFpoaVRVNjhuYWg0Q0U1endESDRjcUhsUkpSVFZ0cmp4X0dYTEM5VGhmV3hIT1pEdUtURTJkcTdOanFvMnNlOWI0b2xqazg5WlVMVlEwNk8xb01hUDRPeDB2TE5TdmpWRzNudk9oYmc?oc=5"}}...
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rss:Entertainment Weekly
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1.0
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news_delta:4fc3e4eb9d5d4acf
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NULL
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2026-04-19T23:47:10.146939+00:00
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Edit
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467040
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evt_01dc3f70c137
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fact_conflict_detected
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2026-04-21T00:01:39.601419+00:00
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resolver
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["theme:bitcoin_treasury"]
|
{"entity_id":"theme:bitcoin_treasury&# {"entity_id":"theme:bitcoin_treasury","field":"hot","new_event_id":"evt_657215e9d5fd","new_ts":"2026-04-21T00:00:03.389291+00:00","new_value":{"as_of":"2026-04-21T00:00:03.389291+00:00","components_passing":1,"is_hot":false},"previous_event_id":"evt_d1cdbb5aa951","previous_ts":"2026-04-20T00:04:34.031122+00:00","previous_value":{"as_of":"2026-04-20T00:04:34.031122+00:00","components_passing":1,"is_hot":false},"resolution":"corrected","source":"resolver_recency_policy"}...
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NULL
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0.92
|
fact_conflict:theme:bitcoin_treasury:hot:evt_65721 fact_conflict:theme:bitcoin_treasury:hot:evt_657215e9d5fd...
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NULL
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2026-04-21T00:01:39.601756+00:00
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471777
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evt_01db0e3228db
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signal_candidate_ingest
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2026-04-21T16:03:33.254585+00:00
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collector:news
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[]
|
{"created_at":"2026-04-21T16:03:33.254 {"created_at":"2026-04-21T16:03:33.254585+00:00","signal_type":"news_headline_delta","source":"news_rss","url":"https://news.google.com/rss/articles/CBMimwFBVV95cUxOVm5GOFNNV2dLMTYzYkNzSktsT2RGSWQxSUVsdHg5SmhYUmk1eDF2dGUzaV9yMW1Pb29kYWs1c1RobWotU3dSRWcyYXVPMG1EQmJhR0F3MzYzY0U0aXdfaDhRLThjcnNlZ0RmbVpKNTNiWUF2dHRualNta2RVSjdUTmlTZlVtQ2hUOHEwWUVBOHF5akdfNURFU1lESQ?oc=5","value":{"fp":"253b11d20963fa63","published_at":"2026-04-21T04:33:00+00:00","source":"AP News","source_domain":"apnews.com","source_url":"https://apnews.com","summary":"CJ McCollum takes Young's place in Atlanta and as MSG's villain in leading Hawks past the Knicks AP News The Knicks had better make this collapse moot in Atlanta The New York Times NBA playoffs 2026 takeaways: MSG has a new villain in CJ McCollum after Hawks shock Knicks Yahoo Sports Madison Square Garden Has A Reluctant New Villain Defector Hawks 107, Knicks 106: \u201cWe\u2019ve seen this all before\u201d Posting and Toasting","title":"CJ McCollum takes Young's place in Atlanta and as MSG's villain in leading Hawks past the Knicks - AP News","url":"https://news.google.com/rss/articles/CBMimwFBVV95cUxOVm5GOFNNV2dLMTYzYkNzSktsT2RGSWQxSUVsdHg5SmhYUmk1eDF2dGUzaV9yMW1Pb29kYWs1c1RobWotU3dSRWcyYXVPMG1EQmJhR0F3MzYzY0U0aXdfaDhRLThjcnNlZ0RmbVpKNTNiWUF2dHRualNta2RVSjdUTmlTZlVtQ2hUOHEwWUVBOHF5akdfNURFU1lESQ?oc=5"}}...
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rss:AP News
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1.0
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news_delta:bbce0d26505a5163
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NULL
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2026-04-21T16:03:33.254701+00:00
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Edit
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480662
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evt_01da8bbef076
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episode_started
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2026-04-22T11:03:43.036000+00:00
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episode_route
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[]
|
{"episode_id":"ep_c1b8ed5ac4cb",&# {"episode_id":"ep_c1b8ed5ac4cb","source":"slack","thread_id":"thr_392f14cf0d16020ed2","trigger_event_id":"evt_b2c2e7a46d5a","turn_id":"turn_evt_b2c2e7a46d5a","user_label":"U080CUSS45P"}...
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NULL
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1.0
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episode_started:ep_c1b8ed5ac4cb:evt_b2c2e7a46d5a
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ep_c1b8ed5ac4cb
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2026-04-22T11:03:43.036110+00:00
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Edit
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64924
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evt_01da0d98bad9
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llm_usage
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2026-04-17T15:43:26.064617+00:00
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llm:openai
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[]
|
{"cost_usd":0.001143,"meta":{" {"cost_usd":0.001143,"meta":{"governance":{"chars_trimmed":13495,"complexity":"medium","cost_24h_usd":1.736536,"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_08990341c1c77dcd0069e255191c9c8190ba87c5fb6ec3c513","usage":{"input_tokens":1901,"input_tokens_details":{"cached_tokens":0},"output_tokens":610,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2511}}...
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NULL
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0.0
|
llm_usage:resp_08990341c1c77dcd0069e255191c9c8190b llm_usage:resp_08990341c1c77dcd0069e255191c9c8190ba87c5fb6ec3c513...
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NULL
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2026-04-17T15:43:26.064943+00:00
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Edit
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54361
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evt_01d8b1241b8d
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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:S&# {"link":{"from_id":"equity:S","strength":0.75,"to_id":"theme:cybersecurity_cycle","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:cybersecurity_cycle:S:2026-0 opportunity:member_of:cybersecurity_cycle:S:2026-04-16...
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NULL
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2026-04-16T02:29:33.890653+00:00
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Edit
Delete
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477154
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evt_01d6fa3e7fd7
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signal_emitted
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2026-04-22T00:06:44.727295+00:00
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ingestion
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[]
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{"created_at":"2026-04-22T00:06:44.727 {"created_at":"2026-04-22T00:06:44.727295+00:00","dedupe_key":"ingest_fail:real_estate_macro:2026-04-22","reason_trace":{"collector":"real_estate_macro","error":"HTTPSConnectionPool(host='fred.stlouisfed.org', port=443): Read timed out. (read timeout=12)"},"severity":"high","signal_type":"integration_failure","source":"ingestion","value":{"collector":"real_estate_macro","error":"HTTPSConnectionPool(host='fred.stlouisfed.org', port=443): Read timed out. (read timeout=12)"}}...
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NULL
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1.0
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ingest_fail:real_estate_macro:2026-04-22
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NULL
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2026-04-22T00:06:44.733514+00:00
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Edit
Delete
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465524
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evt_01d679bf8ab0
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llm_usage
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2026-04-20T21:16:21.695063+00:00
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llm:openai
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[]
|
{"cost_usd":0.000829,"meta":{" {"cost_usd":0.000829,"meta":{"feature":null,"governance":{"chars_trimmed":0,"complexity":"medium","cost_24h_usd":1.032003,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":2125,"input_tokens_original":2125,"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:synthesis","complexity:medium","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"cognition_workflow","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":0.15},"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_0db38e757a9f7c8b0069e697a21de08197b8d95edea79b7679","usage":{"input_tokens":2393,"input_tokens_details":{"cached_tokens":0},"output_tokens":280,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2673}}...
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NULL
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0.0
|
llm_usage:resp_0db38e757a9f7c8b0069e697a21de08197b llm_usage:resp_0db38e757a9f7c8b0069e697a21de08197b8d95edea79b7679...
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NULL
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2026-04-20T21:16:21.695119+00:00
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Edit
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41152
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evt_01d58acdf0d8
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artifact_upsert
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2026-04-14T08:29:36.705050+00:00
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planner
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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":"2026-04-18T16:06:02.461225+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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2026-04-15T16:09:38.379896+00:00
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{"body":"*Intel Digest* - 2026-04-15T1 {"body":"*Intel Digest* - 2026-04-15T12:00\n\n*Persistent Narratives*\n- 1. *Multiple outlets report that ASML\u2019s upcoming earnings are a near-term market focus, with Barron\u2019s highlighting what investors should watch for in relation to the AI and memory chip boom. Morningstar also published an ASML earnings-related note stating that the outlook is strong but that valuation is above its estimate.* (`digest`/stable, conf=0.73, corr=0.77, sig=0.84)\n Continuity: persistent\n Confirmed: ASML earnings are described in the provided coverage as an upcoming/near-term focus for investors.; Barron\u2019s coverage (as reflected in the provided headline/summary) frames what to watch for in the context of the AI and memory chip boom.; Morningstar published an ASML earnings-related assessment stating the outlook is strong but that valuation overshoots Morningstar\u2019s estimate.\n What changed: New coverage on 2026-04-15 includes (1) Morningstar\u2019s earnings-related assessment emphasizing a strong outlook alongside an over-valuation versus its estimate, and (2) Barron\u2019s-style market coverage flagging ASML among stock movers and framing investor attention around AI and memory-chip implications.\n Why it matters: ASML is a key supplier to the semiconductor equipment ecosystem. Earnings expectations and guidance can influence investor sentiment across AI- and memory-related supply chains, affecting how markets price demand, capex cycles, and technology investment tied to AI and memory growth.\n Implications: If ASML\u2019s earnings and guidance align with the AI/memory demand narrative, market expectations for semiconductor equipment demand could remain elevated.; If valuation concerns highlighted by Morningstar are echoed by results or guidance, markets could respond with increased sensitivity to forward guidance and margins rather than only revenue growth.\n Uncertainty: The provided material does not include ASML\u2019s actual earnings figures, guidance, or management commentary. It also does not specify which AI/memory segments or metrics (e.g., specific node ramps, order trends, backlog, or margin drivers) will be most decisive in the earnings release.\n Sources: <https://news.google.com/rss/articles/CBMiZEFVX3lxTE9DempaQ01LMXIxcE4ydXZyb2lPR1FmakMzUlFtZUhPWVdrdjFGbXJLeHJBSUhWU1lMTVFOeVVSUUZxZk5FY1NEX2lwV2YyTEh2VUxScm5PenBsTzYwMXRSTC1MNkg?oc=5|Broadcom, Nike, ASML, Bank of America, Morgan Stanley, GitLab, and More Stock Market Movers - Barron's> (barrons.com); <https://news.google.com/rss/articles/CBMidkFVX3lxTE1CenAwSW02NUlHd200LUM4MWEtTXdmZ3dHTGstMDVfSlNBczFTb3NkelJ6TXZxSV9sODNXUmpHaEpZWHFlR3M3T3NDdFRXV2JYaWRndXFOaXAzdHI5ZFRIdHlFQ2h0Ulpzc0syMzZVaVAyUG5QLVE?oc=5|ASML Lifts Guidance After Earnings Beat. What It Means for the AI and Memory Chip Boom. - Barron's> (barrons.com); <https://news.google.com/rss/articles/CBMic0FVX3lxTFBhdDZkWnJZTmhSVjNIODFmcXpJQmljSUttcXpmLU5UbHIwVzlnOTB5REVIY1NZcEVFajhqTE9CVG9UQkt1ZHo2YlhnQjVlcGRsMkZDemtyVk9NMVRaUkNLWTNvVmpHUy10aW1nczZaT29TdU3SAXhBVV95cUxNcGtmZ3JHcHBrSHYzLTJOWUpNS2Zid3FtQ2lyNEIwS2JDU1BRaUJXSEpENUtDZE1ob1ZqOWIwT05PTUl2dWRPcGNZRVNVdWRkRU5JRTAtS2EyLVBWbDk3Si1QQzczcm9tblRiUjh3Z3k0bWlCd0ZkMmI?oc=5|Chip giant ASML raises 2026 guidance as AI semiconductor demand stays strong - CNBC> (cnbc.com)\n\n*Open Uncertainties & Next Checks*\n- Multiple outlets report that ASML\u2019s upcoming earnings are a near-term market focus, with Barron\u2019s highlighting what investors should watch for in relation to the AI and memory chip boom. Morningstar also published an ASML earnings-related note stating that the outlook is strong but that valuation is above its estimate.: No earnings date/time is provided. (follow-up: none)","candidate_refs":[{"id":"art_intel_2026-04-15T12:00","kind":"artifact"}],"channel":"C0A8Q869CNL","cta":["review","ignore"],"delivery_fp":"attn:C0A8Q869CNL:3ac76223eeb1bc98f797:2026-04-15T16","next_eligible_at":null,"nudge_kind":"digest","reason_trace":{"artifact_id":"art_intel_2026-04-15T12:00","kind":"intel_digest","meta":{"alert_class_counts":{"confirmed":0,"developing":0,"none":40},"bucket":"2026-04-15T12:00","continuity_counts":{"developing":27,"escalating":0,"new":2,"persistent":11},"digest_story_count":1,"fingerprint":"[{\"confidence\":0.732,\"corroboration\":0.767,\"provenance\":0.721,\"publication_state\":\"digest\",\"significance\":0.837,\"story_id\":\"intel_6aa6a85da334735a\",\"story_key\":\"isk_9398f35a9e0a5311c35b\",\"why_it_matters\":\"ASML is a key supplier to the semiconductor equipment ecosystem. Earnings expectations and guidance can influence investor sentiment across AI- and memory-related supply chains, affecting how markets price demand, capex cycles, and technology investment tied to AI and memory growth.\"}]","lane_counts":{"alert":0,"digest":1,"monitor":39},"lookback_h":24,"model":"gpt-5.4-nano","narrative_clusters":1,"pub_state_counts":{"digest":1,"hold":39},"source":"intel_runtime","story_count":40,"tz":"America/New_York"},"personalization":{"fields_sample":["relationship.girlfriend_person_id"],"mode":"bootstrap","owner_fact_count":1}},"score":42.0,"score_breakdown":{"artifact_kind":"intel_digest","base":42.0},"suppression_rules_applied":[],"thread_id":null,"title":"Intel Digest 2026-04-15T12:00","topic_key":"artifact:intel_digest:2026-04-15T12:00","why_now":"intel_digest ready; 2026-04-15T12:00"}...
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{"cost_usd":0.002604,"meta":{" {"cost_usd":0.002604,"meta":{"governance":{"chars_trimmed":66198,"complexity":"high","cost_24h_usd":2.544547,"enabled":true,"governance_version":"v1","input_budget_tokens":9000,"input_tokens_final":1542,"input_tokens_original":1542,"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:opportunity_case_verdicts","complexity:high","pressure:normal","context_trimmed","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":5200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"opportunity_case_verdicts"},"max_output_tokens":1800,"requested_max_output_tokens":5200,"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_010a2b8038acc6120069dfbefff2d88193b7289a7c7be9eed3","usage":{"input_tokens":1768,"input_tokens_details":{"cached_tokens":0},"output_tokens":1800,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":3568}}...
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2026-04-17T18:50:38.113572+00:00
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housekeeping
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{"at":"2026-04-17T18:50:38.113572+00:0 {"at":"2026-04-17T18:50:38.113572+00:00","queue":{"cutoff_iso":"2026-04-17T18:40:38.120963+00:00","dead_letters_in_window":0,"dead_letters_total":0,"failed_in_window":0,"requeued_expired":0,"requeued_failed":0,"status_counts":{"done":387,"leased":1,"queued":5}},"reducers":{"max_seq":70335,"stale":[],"stale_minutes":10,"top":[{"cursor":69779,"lag":556,"max_pos":70335,"reducer":"memory_ingest:default","stream":"events","updated_at":"2026-04-17T18:48:41.146Z"},{"cursor":69813,"lag":522,"max_pos":70335,"reducer":"commitment_checkin_answers_v1","stream":"events","updated_at":"2026-04-17T18:48:43.694Z"},{"cursor":70277,"lag":58,"max_pos":70335,"reducer":"resolver_v3","stream":"events","updated_at":"2026-04-17T18:50:26.125Z"},{"cursor":70335,"lag":0,"max_pos":70335,"reducer":"entity_reducer_v2_deterministic","stream":"events","updated_at":"2026-04-17T18:48:59.806Z"},{"cursor":70335,"lag":0,"max_pos":70335,"reducer":"entity_alias_reducer_v2","stream":"events","updated_at":"2026-04-17T18:48:59.856Z"},{"cursor":70335,"lag":0,"max_pos":70335,"reducer":"event_subjects_reducer_v2","stream":"events","updated_at":"2026-04-17T18:48:59.920Z"},{"cursor":70335,"lag":0,"max_pos":70335,"reducer":"fact_reducer_v2_deterministic","stream":"events","updated_at":"2026-04-17T18:48:59.969Z"},{"cursor":70335,"lag":0,"max_pos":70335,"reducer":"signal_reducer_v1","stream":"events","updated_at":"2026-04-17T18:49:00.012Z"},{"cursor":70335,"lag":0,"max_pos":70335,"reducer":"signal_fp_reducer_v1","stream":"events","updated_at":"2026-04-17T18:49:00.063Z"},{"cursor":70335,"lag":0,"max_pos":70335,"reducer":"signal_candidate_reducer_v2","stream":"events","updated_at":"2026-04-17T18:49:00.126Z"}],"worst_lag":556,"worst_reducer":"memory_ingest:default"},"subsystem":"housekeeping"}...
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{"artifact_id":"art_daily_plan_2026-04 {"artifact_id":"art_daily_plan_2026-04-14","confidence":0.95,"created_at":"2026-04-14T14:35:09.435714+00:00","evidence_event_ids":[],"kind":"daily_plan","meta":{"day":"2026-04-14","fingerprint":"b947f4376ca870c90b06d8040ce99e95d4d2f842","plan_fingerprint":"32378d9931ff4f9693cb970726bb5d78293a7314","source":"planner"},"output_json":{"day":"2026-04-14","plan":{"day":"2026-04-14","do_now":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":null,"headline":"News claim about Saylor/BTC $1B buy at ~71.9k avg lacks primary transaction proof","id":"sig:7e92950e03d585b4","kind":"inbox","links":{"dedupe_key":"intel_alert_signal:isk_7a80fd7e13132da3e18b:20260414_1030","evidence_event_ids":["evt_c7520a2737ee"],"reason_trace":{},"severity":"high","signal_id":"sig_6d7b4dafe60d","signal_type":"intel_alert","source":"intel_digest","topic_key":"signal:intel_alert:d59ca58d1f3fb481","triage":{"action_hints":["schedule review to verify claim 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yet.","review_in_days":30,"route":"review","urgency":"low"},"user_visible":false},"next_touch_at_iso":null,"route":"review","score":28.0,"score_hint":0.0,"source_kind":"signal","tags":["family:general","priority:high","route:review","severity:high","signal","signal:intel_alert","source:intel_digest","triage:park","urgency:low"],"ts":"2026-04-14T12:39:03.706791+00:00","urgency":"low","user_visible":true,"waiting_on":null,"why_it_matters":"The alert is high-severity tagged but the provided text has no primary documentation or exact execution timestamps, so it\u2019s not actionable yet."},"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":"c8dcaa9dcf4fcd52cbf58f015fabf8f416beefaa","planner_model":"gpt-5.4-nano"}},"output_mrkdwn":"*Daily Plan* \u2014 2026-04-14\n\n*One thing:* News claim about Saylor/BTC $1B buy at ~71.9k avg lacks primary transaction proof\nWhy: The alert is high-severity tagged but the provided text has no primary documentation or exact execution timestamps, so it\u2019s not actionable yet.\n\n*Do now:*\n\u2022 News claim about Saylor/BTC $1B buy at ~71.9k avg lacks primary transaction proof \u2014 The alert is high-severity tagged but the provided text has no primary documentation or exact execution timestamps, so it\u2019s not actionable yet.","ready_at":"2026-04-14T14:35:09.435714+00:00","status":"ready","summary":"News claim about Saylor/BTC $1B buy at ~71.9k avg lacks primary transaction proof","title":"Daily Plan 2026-04-14","updated_at":"2026-04-14T14:35:09.435714+00:00"}...
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0.95
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artifact_upsert:daily_plan:2026-04-14:b947f4376ca8 artifact_upsert:daily_plan:2026-04-14:b947f4376ca870c90b06d8040ce99e95d4d2f842...
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2026-04-14T14:35:09.487677+00:00
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474327
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evt_01c36d2fd323
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llm_usage
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2026-04-21T22:30:33.156442+00:00
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llm:openai
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[]
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{"cost_usd":0.000976,"meta":{" {"cost_usd":0.000976,"meta":{"feature":null,"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":1.75642,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":680,"input_tokens_original":680,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":320,"output_tokens_final":1200,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":false},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:low","pressure:normal","output_over_recommended_budget"],"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":1200,"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_06d9bf0d9288fd350069e7fa8404ac81949e11401384b345fb","usage":{"input_tokens":953,"input_tokens_details":{"cached_tokens":0},"output_tokens":628,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1581}}...
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llm_usage:resp_06d9bf0d9288fd350069e7fa8404ac81949 llm_usage:resp_06d9bf0d9288fd350069e7fa8404ac81949e11401384b345fb...
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2026-04-21T22:30:33.156517+00:00
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478551
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evt_01c36646c22f
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llm_usage
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2026-04-22T03:21:23.445448+00:00
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llm:openai
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[]
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{"cost_usd":0.001508,"meta":{" {"cost_usd":0.001508,"meta":{"feature":null,"governance":{"chars_trimmed":111,"complexity":"medium","cost_24h_usd":2.561309,"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":1800,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":false},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:medium","pressure:normal","context_trimmed","output_over_recommended_budget"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1800,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":1800,"requested_max_output_tokens":1800,"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_08026ba0b7b0fcf00069e83eacecc48190a5da198f535101e8","usage":{"input_tokens":1634,"input_tokens_details":{"cached_tokens":0},"output_tokens":945,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2579}}...
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0.0
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llm_usage:resp_08026ba0b7b0fcf00069e83eacecc48190a llm_usage:resp_08026ba0b7b0fcf00069e83eacecc48190a5da198f535101e8...
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2026-04-22T03:21:23.445514+00:00
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47051
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evt_01bf9f48869b
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planner_plan_built
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2026-04-15T08:12:09.116098+00:00
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planner
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[]
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{"day":"2026-04-15","plan" {"day":"2026-04-15","plan":{"day":"2026-04-15","do_now":[],"do_today":[],"meta":{"built_at":"2026-04-15T08:12:09.116098+00:00","daily_synthesis_source":"fallback","day":"2026-04-15","filters":{"deduped":0,"internal_shadow":0,"noise_signal":2,"stale":2,"stale_question":0,"stale_workflow":0},"fingerprint":"c691f055955b65bf9d2f35fccc7098cd51c87366","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":"c691f055955b65bf9d2f35fccc7098cd51c87366","planner_model":"gpt-5.4-nano"}}...
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1.0
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planner_plan_built:2026-04-15:28e852ce41a7e7064959 planner_plan_built:2026-04-15:28e852ce41a7e7064959f09985846190a7d21368...
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2026-04-15T08:12:09.415474+00:00
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472354
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evt_01bed19d9ddc
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signal_candidate_ingest
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2026-04-21T18:18:22.267745+00:00
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collector:discovery
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[]
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{"created_at":"2026-04-21T18:18:22.267 {"created_at":"2026-04-21T18:18:22.267745+00:00","signal_type":"discovery_unusual_volume_delta","source":"discovery_ingestor","url":"https://www.nasdaq.com/articles/notable-tuesday-option-activity-tsco-wdc-dell","value":{"fp":"adef2591466d7f76","kind":"unusual_volume","published_at":"2026-04-21T18:03:53+00:00","source":"Nasdaq Markets","summary":"Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in Tractor Supply Co. (Symbol: TSCO), where a total volume of 27,596 contracts has been traded thus far today, a contract volume which is representative of approxima","tickers":[],"title":"Notable Tuesday Option Activity: TSCO, WDC, DELL","url":"https://www.nasdaq.com/articles/notable-tuesday-option-activity-tsco-wdc-dell"}}...
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rss
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1.0
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discovery_unusual_volume_delta:7b056ad7b8375631
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NULL
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2026-04-21T18:18:25.682082+00:00
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475548
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evt_01be9128cb2e
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llm_usage
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2026-04-21T23:13:07.516056+00:00
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llm:openai
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[]
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{"cost_usd":0.001297,"meta":{" {"cost_usd":0.001297,"meta":{"feature":"opportunity_case_verdicts","governance":{"chars_trimmed":0,"complexity":"medium","cost_24h_usd":2.174151,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1509,"input_tokens_original":1509,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":900,"output_tokens_final":3500,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":false},"pressure":"normal","reason_codes":["task_class:synthesis","complexity:medium","pressure:normal","output_over_recommended_budget"],"requested_model":"gpt-5.4-nano","requested_output_tokens":3500,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"synthesis"},"max_output_tokens":3500,"requested_max_output_tokens":3500,"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_047437def46b16060069e8047e431881959bf355a2a084dbcc","usage":{"input_tokens":1824,"input_tokens_details":{"cached_tokens":0},"output_tokens":746,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2570}}...
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0.0
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llm_usage:resp_047437def46b16060069e8047e431881959 llm_usage:resp_047437def46b16060069e8047e431881959bf355a2a084dbcc...
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2026-04-21T23:13:07.516280+00:00
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111739
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evt_01be00e8ac26
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llm_usage
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2026-04-18T00:44:12.299929+00:00
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llm:openai
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[]
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{"cost_usd":0.000616,"meta":{" {"cost_usd":0.000616,"meta":{"feature":null,"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":2.580702,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":741,"input_tokens_original":741,"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_0577763bf0a5c8500069e2d3d99e9c8196a0c30738c341c717","usage":{"input_tokens":1079,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1399}}...
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0.0
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llm_usage:resp_0577763bf0a5c8500069e2d3d99e9c8196a llm_usage:resp_0577763bf0a5c8500069e2d3d99e9c8196a0c30738c341c717...
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2026-04-18T00:44:12.300002+00:00
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99279
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evt_01bde9083d1e
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link_upsert
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2026-04-17T23:04:08.624836+00:00
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:GEV {"link":{"from_id":"equity:GEV","strength":0.75,"to_id":"theme:nuclear_renaissance","type":"member_of","valid_from":"2026-04-17T23:04:08.624836+00:00"}}...
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0.0
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opportunity:member_of:nuclear_renaissance:GEV:2026 opportunity:member_of:nuclear_renaissance:GEV:2026-04-17...
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NULL
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2026-04-17T23:04:25.292659+00:00
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472771
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evt_01bd6fff0c7e
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artifact_upsert
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2026-04-21T19:57:32.979985+00:00
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opportunity_finder
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[]
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{"artifact_id":"artf_thesis_e6903c4512 {"artifact_id":"artf_thesis_e6903c451221092e","evidence_event_ids":["evt_be2b581e0d82"],"kind":"opportunity_thesis","meta":{"confidence":0.3446,"lane":"monitor","morning_holdback":false,"rank_score":0.3446,"theme_keys":["onshoring_industrials","space_orbital"],"urgency_reason":"not_urgent","urgent":false},"output_json":{"artifact_kind_detail":"research_thesis","catalysts":[],"confidence":0.3446,"decision_reason_codes":["research_thesis"],"headline":"QXO traded 52.3 million shares on April 20, approximately 532% above its three-month average of 8.3 million shares, while reacting negatively to its $17 billion cash-and-stock TopBuild acquisition announcement.","investigation_questions":["The signal\u2019s baseline volume is provided as a three-month average (8.3M), but no separate \u201cbaseline_volume\u201d field beyond that is explicit...","The article does not explicitly state whether the volume spike is confirmed by additional news sources; it only describes the market reac..."],"portfolio_fit":{"applied":false,"boost":0.0,"exit_risk_flagged":false,"hedge_suggested":null,"matched_holdings":[],"matched_watchlist":[],"stub_version":"v1","why_you":""},"related_tickers":["QXO","^GSPC","^IXIC"],"risk_level":"medium","theme_keys":["onshoring_industrials","space_orbital"],"thesis":"QXO (NYSE:QXO), a distributor of roofing, waterproofing, and complementary building products in North America, closed Monday at $24.21, down 3.16%. The stock moved lower as the market reacted to QXO\u2019s $17 billion cash-and-stock agreement to acquire TopBuild. Investors are watchin; QXO closed at $24.21, down 3.16% on Monday (April 20 per headline context).; QXO announced a $17 billion cash-and-stock agreement to acquire TopBuild over the weekend. \u2014 Signal convergence: QXO traded 52.3 million shares on April 20, approximately 532% above its three-month average of 8.3 million shares, while reacting negatively to its $17 billion cash-and-stock TopBuild acquisition announcement. [neutral]"},"ready_at":"2026-04-21T19:57:32.979985+00:00","status":"ready","summary":"QXO (NYSE:QXO), a distributor of roofing, waterproofing, and complementary building products in North America, closed Monday at $24.21, down 3.16%. The stock moved lower as the market reacted to QXO\u2019s $17 billion cash-and-stock agreement to acquire TopBuild. Investors are watchin; QXO closed at $24.21, down 3.16% on Monday (April 20 per headline context).; Q","title":"[THESIS] QXO \u2014 QXO traded 52.3 million shares on April 20, approximately 532% above its three-month average of 8.3 million shares, while reacting negatively to its $17 billion cash-and-stock TopBuild","updated_at":"2026-04-21T19:57:32.979985+00:00"}...
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0.3446
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artifact_opportunity_thesis:artf_thesis_e6903c4512 artifact_opportunity_thesis:artf_thesis_e6903c451221092e...
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NULL
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2026-04-21T19:57:51.150207+00:00
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464382
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evt_01bcbabdeb7f
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opportunity_drop_decision
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2026-04-20T19:01:54.644829+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-20T19:01:54.644778+00:0 {"at":"2026-04-20T19:01:54.644778+00:00","entity_key":"equity:ASTS","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_e6879219f10b","where":"theme_universe_gate"}...
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0.0
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NULL
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NULL
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2026-04-20T19:01:54.644833+00:00
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464768
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evt_01bb377c7c80
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opportunity_drop_decision
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2026-04-20T19:06:52.024348+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-20T19:06:52.024255+00:0 {"at":"2026-04-20T19:06:52.024255+00:00","entity_key":"equity:XZO","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_c7f4f91d66b8","where":"theme_universe_gate"}...
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0.0
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NULL
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NULL
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2026-04-20T19:06:52.024353+00:00
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420646
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evt_01bb02e2fcc3
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signal_ingest
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2026-04-20T10:21:40.882736+00:00
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daemon:signal_enrichment
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[]
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{"created_at":"2026-04-20T10:21:31.039 {"created_at":"2026-04-20T10:21:31.039268+00:00","dedupe_key":"signal_enriched:market_headline_delta:c7645efe2f64ba5c","evidence_event_ids":["evt_175057839d96"],"signal_type":"market_headline_delta","source":"market_ingestor","value":{"aggregator_url":"https://news.google.com/rss/articles/CBMiqAFBVV95cUxPRnJlXzhNOEcwZkxiQVYwMXJHZWowZXNnLTc4dk5TYkZ3Rzl0MXBUOTVkSDVSYTZSRm9MQjhxdTh0YWlzem5QMVM4eUtjX0tueVJ2QTM1ekdDZ200YjFQejBsOUQyMlVFdXdhc0tYWW1DTUJFZm5rRDQwNW5RdzZaNExGTENuREFySkV4NUFMRlNnWXlxMEVua3VhSzI0cUs1cll4cWRBLTY?oc=5","as_of":"2026-04-20T10:21:31.039268+00:00","canonical_url":"https://www.gstatic.com/_/mss/boq-dots/_/ss/k=boq-dots.DotsSplashUi_desktop_ms.z46LtA-qfIg.L.X.O/am=GAIFAACAA2aBAwpA/d=1/ed=1/rs=ALs0n2M4YQJzA7hHEo4l5bAGgl0F3B0HoQ/m=syndicationarticleview,_b,_tp","enrichment":{"aggregator_url":"https://news.google.com/rss/articles/CBMiqAFBVV95cUxPRnJlXzhNOEcwZkxiQVYwMXJHZWowZXNnLTc4dk5TYkZ3Rzl0MXBUOTVkSDVSYTZSRm9MQjhxdTh0YWlzem5QMVM4eUtjX0tueVJ2QTM1ekdDZ200YjFQejBsOUQyMlVFdXdhc0tYWW1DTUJFZm5rRDQwNW5RdzZaNExGTENuREFySkV4NUFMRlNnWXlxMEVua3VhSzI0cUs1cll4cWRBLTY?oc=5","article_chars":0,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_5a40b40b4b43fc13","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=GAIFAACAA2aBAwpA/d=1/ed=1/rs=ALs0n2M4YQJzA7hHEo4l5bAGgl0F3B0HoQ/m=syndicationarticleview,_b,_tp","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-20T10:21:40.882693+00:00","extraction_method":"none","fetched_description":"","fetched_title":"","final_url":"https://news.google.com/rss/articles/CBMiqAFBVV95cUxPRnJlXzhNOEcwZkxiQVYwMXJHZWowZXNnLTc4dk5TYkZ3Rzl0MXBUOTVkSDVSYTZSRm9MQjhxdTh0YWlzem5QMVM4eUtjX0tueVJ2QTM1ekdDZ200YjFQejBsOUQyMlVFdXdhc0tYWW1DTUJFZm5rRDQwNW5RdzZaNExGTENuREFySkV4NUFMRlNnWXlxMEVua3VhSzI0cUs1cll4cWRBLTY?oc=5&hl=en-US&gl=US&ceid=US:en","html_truncated":true,"paywall_likely":false,"publisher_domain":"marketwatch.com","publisher_resolution":"payload_source_domain","requested_url":"https://news.google.com/rss/articles/CBMiqAFBVV95cUxPRnJlXzhNOEcwZkxiQVYwMXJHZWowZXNnLTc4dk5TYkZ3Rzl0MXBUOTVkSDVSYTZSRm9MQjhxdTh0YWlzem5QMVM4eUtjX0tueVJ2QTM1ekdDZ200YjFQejBsOUQyMlVFdXdhc0tYWW1DTUJFZm5rRDQwNW5RdzZaNExGTENuREFySkV4NUFMRlNnWXlxMEVua3VhSzI0cUs1cll4cWRBLTY?oc=5","source_event_id":"evt_175057839d96","source_quality":"empty","status_code":200,"version":"signal_enrichment_v2"},"fp":"5b135228b8b4a7a9","published_at":"2026-04-20T10:03:00+00:00","publisher_domain":"marketwatch.com","signal_understanding":{"analysis_basis":"headline_only","claim_confidence":0.28,"dates_mentioned":[],"entities":[],"event_type":"price_action","information_gaps":["article_text_unavailable","source_summary_missing"],"key_facts":["Headline: Why a $33 billion stock market buying spree is now winding down - MarketWatch"],"numeric_claims":[],"primary_claim":"Why a $33 billion stock market buying spree is now winding down - MarketWatch","relevance_score":0.34,"sentiment":"neutral","source_quality":"unknown","summary":"Why a $33 billion stock market buying spree is now winding down - MarketWatch","topics":["market headline"]},"source":"MarketWatch","source_domain":"marketwatch.com","source_url":"https://www.marketwatch.com","summary":"","tickers":[],"title":"Why a $33 billion stock market buying spree is now winding down - MarketWatch","url":"https://www.gstatic.com/_/mss/boq-dots/_/ss/k=boq-dots.DotsSplashUi_desktop_ms.z46LtA-qfIg.L.X.O/am=GAIFAACAA2aBAwpA/d=1/ed=1/rs=ALs0n2M4YQJzA7hHEo4l5bAGgl0F3B0HoQ/m=syndicationarticleview,_b,_tp"}}...
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candidate:sc_5a40b40b4b43fc13
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0.28
|
signal_enriched:market_headline_delta:c7645efe2f64 signal_enriched:market_headline_delta:c7645efe2f64ba5c...
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NULL
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2026-04-20T10:21:40.882822+00:00
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60197
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evt_01b9ff6bb90d
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proposal_claimed
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2026-04-16T22:19:05.638453+00:00
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proposal_materializer
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[]
|
{"claim_id":"clm_39ed4aeedc7046d984c2c {"claim_id":"clm_39ed4aeedc7046d984c2c823","claimed_at":"2026-04-16T22:19:05.638453+00:00","claimed_by":"proposal_materializer","lease_s":45,"proposal_id":"prop_52f84d495452798442002b31"}...
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NULL
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0.0
|
proposal_claimed:prop_52f84d495452798442002b31:clm proposal_claimed:prop_52f84d495452798442002b31:clm_39ed4aeedc7046d984c2c823...
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NULL
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2026-04-16T22:19:05.642829+00:00
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Edit
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49422
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evt_01b90615a552
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llm_usage
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2026-04-15T17:28:45.336680+00:00
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llm:openai
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[]
|
{"cost_usd":0.001454,"meta":{" {"cost_usd":0.001454,"meta":{"governance":{"chars_trimmed":0,"complexity":"medium","cost_24h_usd":2.51572,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1495,"input_tokens_original":1495,"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_07057d8bdbb90a5a0069dfcac6ba2c8195adf41d8d791ad8e3","usage":{"input_tokens":1646,"input_tokens_details":{"cached_tokens":0},"output_tokens":900,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2546}}...
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NULL
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0.0
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llm_usage:resp_07057d8bdbb90a5a0069dfcac6ba2c8195a llm_usage:resp_07057d8bdbb90a5a0069dfcac6ba2c8195adf41d8d791ad8e3...
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NULL
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2026-04-15T17:28:45.336731+00:00
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469804
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evt_01b8346ba67c
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opportunity_tick_summary
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2026-04-21T07:21:32.197185+00:00
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opportunity_daemon
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[]
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{"artifacts":3,"at":"2026-04-2 {"artifacts":3,"at":"2026-04-21T07:21:32.197072+00:00","cases":664,"cases_raw":665,"classifier_mode":"on","drops_by_reason":{"gate:all_state_ping":1,"noise:10b5_1":7,"noise:proxy_routine":4,"noise:routine_dividend":1,"noise:rsu_tax_withheld":1},"drops_by_where":{"case_gate_v2":1,"signal_interpretation":13},"drops_total":14,"emergent_themes":0,"facts":1382,"facts_before_classifier":1395,"facts_dropped_by_class":{"catalyst":27,"material":1354,"noise":13,"state_ping":1},"hot_themes":0,"lane_counts":{"digest":0,"monitor":3,"morning_holdback":0,"urgent":0},"model":"gpt-5.4-nano","morning_briefing":{"fire_reason":"outside_window","fired":false},"ok":true,"reassess_only":true,"signals_in":0,"theme_persist":{"members_added":0,"members_closed":174,"themes_persisted":15},"themes":15,"tick_id":"otick_dceaf2d13f50","wall_ms":22180}...
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NULL
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0.0
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opportunity_tick_summary:otick_dceaf2d13f50
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NULL
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2026-04-21T07:21:32.197190+00:00
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Edit
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465545
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evt_01b770ff0d24
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artifact_upsert
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2026-04-20T21:16:34.785734+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":"2026-04-20T21:16:34.785734+00:00","evidence_event_ids":[],"kind":"memory_state_snapshot","meta":{"fingerprint":"6198d2bc90bb","generated_at":"2026-04-20T21:16:34.781701+00:00","source":"memory_curation","version":"v1"},"output_json":{"generated_at":"2026-04-20T21:16:34.781701+00:00","stats":{"counts_by_kind":[{"count":19,"kind":"preference"},{"count":14,"kind":"operational_preference"},{"count":13,"kind":"constraint"},{"count":8,"kind":"goal"},{"count":7,"kind":"decision_rule"},{"count":7,"kind":"relationship"},{"count":7,"kind":"values"},{"count":6,"kind":"biographical_fact"},{"count":6,"kind":"project"},{"count":5,"kind":"decision"},{"count":3,"kind":"commitment"},{"count":1,"kind":"dislike"},{"count":1,"kind":"style_preference"}],"newest_item_at":"2026-04-20T21:16:34.615465+00:00","oldest_item_at":"2026-04-11T21:30:05.673718+00:00","total_items":97},"timezone":"America/New_York","version":"v1"},"output_mrkdwn":"Memory State Snapshot\nTotal items: 97\nTop kinds: preference:19, operational_preference:14, constraint:13, goal:8, decision_rule:7, relationship:7, values:7, biographical_fact:6","ready_at":"2026-04-20T21:16:34.785734+00:00","status":"ready","summary":"Memory State Snapshot; Total items: 97","title":"Memory state snapshot","updated_at":"2026-04-20T21:16:34.785734+00:00"}...
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NULL
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0.72
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artifact_upsert:memory_state_snapshot:6198d2bc90bb
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NULL
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2026-04-20T21:16:34.785813+00:00
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Edit
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98601
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evt_01b6a6e340a1
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llm_usage
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2026-04-17T22:55:05.740002+00:00
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llm:openai
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[]
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{"cost_usd":0.000602,"meta":{" {"cost_usd":0.000602,"meta":{"feature":null,"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":1.980299,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":711,"input_tokens_original":711,"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_0259cca753c58bd00069e2ba46fd648196a17c4df1de164964","usage":{"input_tokens":1009,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1329}}...
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NULL
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0.0
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llm_usage:resp_0259cca753c58bd00069e2ba46fd648196a llm_usage:resp_0259cca753c58bd00069e2ba46fd648196a17c4df1de164964...
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NULL
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2026-04-17T22:55:05.740067+00:00
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Edit
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360936
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evt_01b60ad56a3e
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signal_ingest
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2026-04-20T01:18:14.484263+00:00
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daemon:signal_enrichment
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[]
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{"created_at":"2026-04-20T01:17:56.239 {"created_at":"2026-04-20T01:17:56.239426+00:00","dedupe_key":"signal_enriched:news_delta:ab8b03702f4df827","evidence_event_ids":["evt_1700f0fb6c84"],"signal_type":"news_headline_delta","source":"news_rss","value":{"aggregator_url":"https://news.google.com/rss/articles/CBMinAFBVV95cUxNOTV6Z0oweXNuV2ZkaW10aUJweWhHYjFRLVdiNjdJWFNvRHYyNTJwc1EzQ2QxTjBQbGhHaTdnZEsxWlp3Zmo0dGI1dy04bkdsajVMd2F1YzFrd216UVlSaU4zVDRjTXpKQkhxWXZ6cV9acXJOTmhGdzFsX25CLWRxM2RWa0RabVZiQ3RTSDBaZjRHaDhRczlXY1ZwS1E?oc=5","as_of":"2026-04-20T01:17:56.239426+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/CBMinAFBVV95cUxNOTV6Z0oweXNuV2ZkaW10aUJweWhHYjFRLVdiNjdJWFNvRHYyNTJwc1EzQ2QxTjBQbGhHaTdnZEsxWlp3Zmo0dGI1dy04bkdsajVMd2F1YzFrd216UVlSaU4zVDRjTXpKQkhxWXZ6cV9acXJOTmhGdzFsX25CLWRxM2RWa0RabVZiQ3RTSDBaZjRHaDhRczlXY1ZwS1E?oc=5","article_chars":0,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_fc7daab6fa2edcce","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":"2026-04-20T01:18:14.484227+00:00","extraction_method":"none","fetched_description":"","fetched_title":"","final_url":"https://news.google.com/rss/articles/CBMinAFBVV95cUxNOTV6Z0oweXNuV2ZkaW10aUJweWhHYjFRLVdiNjdJWFNvRHYyNTJwc1EzQ2QxTjBQbGhHaTdnZEsxWlp3Zmo0dGI1dy04bkdsajVMd2F1YzFrd216UVlSaU4zVDRjTXpKQkhxWXZ6cV9acXJOTmhGdzFsX25CLWRxM2RWa0RabVZiQ3RTSDBaZjRHaDhRczlXY1ZwS1E?oc=5&hl=en-US&gl=US&ceid=US:en","html_truncated":true,"paywall_likely":false,"publisher_domain":"politico.com","publisher_resolution":"payload_source_domain","requested_url":"https://news.google.com/rss/articles/CBMinAFBVV95cUxNOTV6Z0oweXNuV2ZkaW10aUJweWhHYjFRLVdiNjdJWFNvRHYyNTJwc1EzQ2QxTjBQbGhHaTdnZEsxWlp3Zmo0dGI1dy04bkdsajVMd2F1YzFrd216UVlSaU4zVDRjTXpKQkhxWXZ6cV9acXJOTmhGdzFsX25CLWRxM2RWa0RabVZiQ3RTSDBaZjRHaDhRczlXY1ZwS1E?oc=5","source_event_id":"evt_1700f0fb6c84","source_quality":"empty","status_code":200,"version":"signal_enrichment_v2"},"fp":"238d3a5f3f00b852","published_at":"2026-04-19T21:45:26+00:00","publisher_domain":"politico.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: Trump DOJ redoubling election scrutiny efforts - Politico","Source summary: Trump DOJ redoubling election scrutiny efforts Politico FBI Director says arrests \u2018coming soon\u2019 on 2020 rigged election conspiracy Democracy Docket Kash Patel Just Announced Live On Fox News: \u201cArrests Are Coming \u2014 And I Promise You, It\u2019s Coming Soon\u201d USA Herald Fox\u2019s Bartiromo Says \u2018Yep\u2019 After Trump Tells Her \u2018The Election Was Rigged\u2019 Yahoo News UK Fox's Maria Bartiromo Grills Kash Patel About 2020 Election Mediaite"],"numeric_claims":[],"primary_claim":"Trump DOJ redoubling election scrutiny efforts - Politico","relevance_score":0.46,"sentiment":"neutral","source_quality":"unknown","summary":"Trump DOJ redoubling election scrutiny efforts Politico FBI Director says arrests \u2018coming soon\u2019 on 2020 rigged election conspiracy Democracy Docket Kash Patel Just Announced Live On Fox News: \u201cArrests Are Coming \u2014 And I Promise You, It\u2019s Coming Soon\u201d USA Herald Fox\u2019s Bartiromo Says \u2018Yep\u2019 After Trump Tells Her \u2018The Election Was Rigged\u2019 Yahoo News UK Fox's Maria Bartiromo Grills Kash Patel About 202","topics":["news headline"]},"source":"Politico","source_domain":"politico.com","source_url":"https://www.politico.com","summary":"Trump DOJ redoubling election scrutiny efforts Politico FBI Director says arrests \u2018coming soon\u2019 on 2020 rigged election conspiracy Democracy Docket Kash Patel Just Announced Live On Fox News: \u201cArrests Are Coming \u2014 And I Promise You, It\u2019s Coming Soon\u201d USA Herald Fox\u2019s Bartiromo Says \u2018Yep\u2019 After Trump Tells Her \u2018The Election Was Rigged\u2019 Yahoo News UK Fox's Maria Bartiromo Grills Kash Patel About 2020 Election Mediaite","title":"Trump DOJ redoubling election scrutiny efforts - Politico","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_fc7daab6fa2edcce
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0.42
|
signal_enriched:news_delta:ab8b03702f4df827
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NULL
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2026-04-20T01:18:14.484311+00:00
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Edit
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43947
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evt_01b5adab5b27
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llm_usage
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2026-04-14T18:44:37.844950+00:00
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llm:openai
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[]
|
{"cost_usd":0.000527,"meta":{" {"cost_usd":0.000527,"meta":{"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":4.287648,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":296,"input_tokens_original":296,"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_0c5237a850d8eaa50069de8b111e2c819790a315fbc3b76f19","usage":{"input_tokens":637,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":957}}...
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NULL
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0.0
|
llm_usage:resp_0c5237a850d8eaa50069de8b111e2c81979 llm_usage:resp_0c5237a850d8eaa50069de8b111e2c819790a315fbc3b76f19...
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NULL
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2026-04-14T18:44:37.845012+00:00
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250257
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evt_01b5865dc235
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signal_emitted
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2026-04-19T00:02:42.595830+00:00
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resolver
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["theme:space_orbital"]
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{"created_at":"2026-04-19T00:02:42.595 {"created_at":"2026-04-19T00:02:42.595830+00:00","reason_trace":{"new_value":"{\"as_of\":\"2026-04-19T00:01:57.899937+00:00\",\"components_passing\":1,\"is_hot\":false}","previous_value":"{\"as_of\":\"2026-04-18T00:04:12.396784+00:00\",\"components_passing\":1,\"is_hot\":false}","source":"resolver_recency_policy"},"severity":"medium","signal_type":"fact_conflict","source":"memory_integrity","value":{"entity_id":"theme:space_orbital","field":"hot","new_event_id":"evt_0473f987d181","previous_event_id":"evt_8930b7d00228","reason":"recency_wins","resolution":"corrected"}}...
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NULL
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0.9
|
signal:fact_conflict:theme:space_orbital:hot:evt_0 signal:fact_conflict:theme:space_orbital:hot:evt_0473f987d181...
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NULL
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2026-04-19T00:02:42.598914+00:00
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