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471426
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evt_a3c99f8e506c
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llm_usage
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2026-04-21T14:35:51.952506+00:00
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llm:openai
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[]
|
{"cost_usd":0.001199,"meta":{" {"cost_usd":0.001199,"meta":{"feature":null,"governance":{"chars_trimmed":15941,"complexity":"high","cost_24h_usd":1.513795,"enabled":true,"governance_version":"v1","input_budget_tokens":9000,"input_tokens_final":1838,"input_tokens_original":1838,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":1800,"output_tokens_final":1800,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:intel_triage","complexity:high","pressure:normal","context_trimmed","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":5400,"response_format_type":"json_schema","schema_name":"intel_triage_residue_v1","selected_model":"gpt-5.4-nano","task_class":"intel_triage"},"max_output_tokens":1800,"requested_max_output_tokens":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_0652c524ed32d7990069e78b430f9c8190a2456658eb1d1ffc","usage":{"input_tokens":1963,"input_tokens_details":{"cached_tokens":0},"output_tokens":645,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2608}}...
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NULL
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0.0
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llm_usage:resp_0652c524ed32d7990069e78b430f9c8190a llm_usage:resp_0652c524ed32d7990069e78b430f9c8190a2456658eb1d1ffc...
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NULL
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2026-04-21T14:35:51.952584+00:00
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Edit
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93925
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evt_a3c60a4f497d
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llm_usage
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2026-04-17T22:17:09.308085+00:00
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llm:openai
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[]
|
{"cost_usd":0.000643,"meta":{" {"cost_usd":0.000643,"meta":{"feature":null,"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":1.803076,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":869,"input_tokens_original":869,"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_0ee53e79f6811fa00069e2b162e2a881938511935fb43148c3","usage":{"input_tokens":1214,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1534}}...
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NULL
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0.0
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llm_usage:resp_0ee53e79f6811fa00069e2b162e2a881938 llm_usage:resp_0ee53e79f6811fa00069e2b162e2a881938511935fb43148c3...
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NULL
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2026-04-17T22:17:09.308140+00:00
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Edit
Delete
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464787
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evt_a3c51f779350
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opportunity_drop_decision
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2026-04-20T19:06:52.237222+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-20T19:06:52.237155+00:0 {"at":"2026-04-20T19:06:52.237155+00:00","entity_key":"equity:WFG","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_c7f4f91d66b8","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-20T19:06:52.237226+00:00
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Edit
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474847
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evt_a3c502ec8d21
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signal_ingest
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2026-04-21T22:48:05.921025+00:00
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daemon:signal_enrichment
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[]
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{"created_at":"2026-04-21T13:49:56.265 {"created_at":"2026-04-21T13:49:56.265209+00:00","dedupe_key":"signal_enriched:discovery_unusual_volume_delta:0f77128e803e3843","evidence_event_ids":["evt_7b515943812b"],"signal_type":"discovery_unusual_volume_delta","source":"discovery_ingestor","value":{"aggregator_url":"https://www.nasdaq.com/articles/us-stocks-may-move-back-upside-early-trading","as_of":"2026-04-21T13:49:56.265209+00:00","canonical_url":"https://www.rttnews.com/3466610/u-s-stocks-may-move-back-to-the-upside-in-early-trading.aspx","enrichment":{"aggregator_url":"https://www.nasdaq.com/articles/us-stocks-may-move-back-upside-early-trading","article_chars":2703,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_6d7fc796fbc1dba4","canonical_host":"rttnews.com","canonical_is_aggregator":false,"canonical_url":"https://www.rttnews.com/3466610/u-s-stocks-may-move-back-to-the-upside-in-early-trading.aspx","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-21T22:48:05.920980+00:00","extraction_method":"trafilatura","fetched_description":"(RTTNews) - After moving sharply lower over the past few sessions, stocks may move back to the upside in early trading on Tuesday. The major index futures are currently pointing to a higher open for the markets, with the S&P 500 futures up by 0.4 percent.","fetched_title":"U.S. Stocks May Move Back To The Upside In Early Trading | Nasdaq","final_url":"https://www.nasdaq.com/articles/us-stocks-may-move-back-upside-early-trading","html_truncated":false,"paywall_likely":false,"publisher_domain":"rttnews.com","publisher_resolution":"canonical_url","requested_url":"https://www.nasdaq.com/articles/us-stocks-may-move-back-upside-early-trading","source_event_id":"evt_7b515943812b","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"fp":"046a5ed32c9e5845","kind":"unusual_volume","published_at":"2026-04-21T12:51:56+00:00","publisher_domain":"rttnews.com","signal_understanding":{"analysis_basis":"article","claim_confidence":0.78,"dates_mentioned":["Tuesday"],"entities":[{"asset_class":"equity","name":"Uber","relevance":"high","symbol":"UBER","type":"company"},{"asset_class":"equity","name":"Caterpillar","relevance":"medium","symbol":"CAT","type":"company"},{"asset_class":"equity","name":"CSX Corp.","relevance":"medium","symbol":"CSX","type":"company"},{"asset_class":"index","name":"S&P 500","relevance":"high","symbol":"^GSPC","type":"index"},{"asset_class":"index","name":"Nasdaq","relevance":"medium","symbol":"^IXIC","type":"index"},{"asset_class":"index","name":"Dow Jones Industrial Average","relevance":"medium","symbol":"^DJI","type":"index"}],"event_type":"price_action","information_gaps":["This signal type is discovery_unusual_volume_delta, but the provided text contains no unusual volume ratio, baseline volume, or volume delta information for any ticker.","No explicit confirmation mechanism is described for the volume change (e.g., exchange data vs. news); the article discusses price/futures and earnings reactions instead.","A specific catalyst hypothesis for unusual volume cannot be extracted because no volume metrics are provided. The only catalyst-like explanations given relate to bargain hunting and earnings reactions."],"key_facts":["The article states major index futures point to a higher open on Tuesday.","It specifically says S&P 500 futures are up 0.4%.","It attributes potential early strength to bargain hunting after stocks moved sharply lower over the past few sessions.","It says the sell-off dragged the Nasdaq and S&P 500 down to three-month lows amid concerns about the U.S. economy outlook.","It says positive reaction to some latest corporate earnings may generate early buying interest.","It reports Uber shares spiked 8.9% in pre-market trading after reporting better-than-expected second quarter results.","It says Caterpillar may see initial strength after reporting second quarter results exceeding analyst estimates on both top and bottom lines.","It says CSX may move to the upside after reporting better-than-expected second quarter earnings.","It provides prior-session moves: Nasdaq -3.4% to 16,200.08; S&P 500 -3.0% to 5,186.33; Dow -2.6% to 38,703.27."],"numeric_claims":[{"label":"S&P 500 futures move","value":"up 0.4%"},{"label":"Uber pre-market spike","value":"up 8.9%"},{"label":"Nasdaq prior close move","value":"down 3.4% to 16,200.08"},{"label":"S&P 500 prior close move","value":"down 3.0% to 5,186.33"},{"label":"Dow prior close move","value":"down 2.6% to 38,703.27"}],"primary_claim":"S&P 500 futures were up 0.4% in early trading expectations on Tuesday after recent sharp sell-offs, with early strength attributed to bargain hunting and positive reactions to earnings.","relevance_score":0.55,"sentiment":"mixed","source_quality":"high","summary":"The article says U.S. stock index futures point to a higher open on Tuesday after recent sharp declines, citing bargain hunting and potential support from corporate earnings. It highlights pre-market strength in Uber (UBER) and other companies reporting better-than-expected results.","topics":["U.S. stock market outlook","index futures","bargain hunting","corporate earnings reaction","pre-market movers","macro outlook concerns"]},"source":"Nasdaq Markets","source_domain":"rttnews.com","summary":"(RTTNews) - After ending the previous session modestly lower, stocks are likely to move back to the upside in early trading on Tuesday. The major index futures are currently pointing to a higher open for the markets, with the S&P 500 futures up by 0.4 percent.","tickers":[],"title":"U.S. Stocks May Move Back To The Upside In Early Trading","url":"https://www.rttnews.com/3466610/u-s-stocks-may-move-back-to-the-upside-in-early-trading.aspx"}}...
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candidate:sc_6d7fc796fbc1dba4
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0.78
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signal_enriched:discovery_unusual_volume_delta:0f7 signal_enriched:discovery_unusual_volume_delta:0f77128e803e3843...
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NULL
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2026-04-21T22:48:05.921077+00:00
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Edit
Delete
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467936
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evt_a3c470ebce6c
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llm_usage
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2026-04-21T00:16:39.849431+00:00
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llm:openai
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[]
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{"cost_usd":0.000757,"meta":{" {"cost_usd":0.000757,"meta":{"feature":null,"governance":{"chars_trimmed":8910,"complexity":"medium","cost_24h_usd":1.306463,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":2556,"input_tokens_original":2556,"messages_dropped":0,"messages_final":5,"messages_original":5,"output_budget_tokens":900,"output_tokens_final":420,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":false},"pressure":"normal","reason_codes":["task_class:analysis","complexity:medium","pressure:normal","context_trimmed"],"requested_model":"gpt-5.4-nano","requested_output_tokens":420,"response_format_type":"json_schema","schema_name":"bounded_reasoning_planner","selected_model":"gpt-5.4-nano","task_class":"analysis"},"max_output_tokens":420,"requested_max_output_tokens":420,"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_01d85fe3247e14dc0069e6c1e5d70081959248a599e529dd1a","usage":{"input_tokens":2520,"input_tokens_details":{"cached_tokens":1792},"output_tokens":202,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2722}}...
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NULL
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0.0
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llm_usage:resp_01d85fe3247e14dc0069e6c1e5d70081959 llm_usage:resp_01d85fe3247e14dc0069e6c1e5d70081959248a599e529dd1a...
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NULL
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2026-04-21T00:16:39.849491+00:00
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Edit
Delete
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470374
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evt_a3c389d968ca
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signal_candidate_ingest
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2026-04-21T10:00:50.402996+00:00
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collector:news
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[]
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{"created_at":"2026-04-21T10:00:50.402 {"created_at":"2026-04-21T10:00:50.402996+00:00","signal_type":"news_headline_delta","source":"news_rss","url":"https://news.google.com/rss/articles/CBMi2gFBVV95cUxNbm13ckFfZk5tb21UYVlwclZiSGRGOTczOFVqWGN6XzlGTS16MlpfM2lRMVptQngzOEdiN0xxdHVtckxpZDJfQlFKZFQ1YVU3ZDVzckZvMkNrVHBhMlpOZTFwcGpUbWZnYndUV2lfcDE2bGFqRkwyTGJ3cFRiWHZ1dTZGa3dBNzEzQ19SQWFQcUZjZEg2MnIxV0xwLV8yeEJIQ25TTGZsd2tlRUMwY3laU3lTSG05ekp3RkViWlNPRUEwVG9QekMyeUY0TlVGVVZkWjhXcVdXVWdRQQ?oc=5","value":{"fp":"a5149718400125d8","published_at":"2026-04-21T08:52:53+00:00","source":"StockStory","source_domain":"stockstory.org","source_url":"https://stockstory.org","summary":"Q1 Earnings Highlights: Wells Fargo (NYSE:WFC) Vs The Rest Of The Diversified Banks Stocks StockStory","title":"Q1 Earnings Highlights: Wells Fargo (NYSE:WFC) Vs The Rest Of The Diversified Banks Stocks - StockStory","url":"https://news.google.com/rss/articles/CBMi2gFBVV95cUxNbm13ckFfZk5tb21UYVlwclZiSGRGOTczOFVqWGN6XzlGTS16MlpfM2lRMVptQngzOEdiN0xxdHVtckxpZDJfQlFKZFQ1YVU3ZDVzckZvMkNrVHBhMlpOZTFwcGpUbWZnYndUV2lfcDE2bGFqRkwyTGJ3cFRiWHZ1dTZGa3dBNzEzQ19SQWFQcUZjZEg2MnIxV0xwLV8yeEJIQ25TTGZsd2tlRUMwY3laU3lTSG05ekp3RkViWlNPRUEwVG9QekMyeUY0TlVGVVZkWjhXcVdXVWdRQQ?oc=5"}}...
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rss:StockStory
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1.0
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news_delta:05881c690e172d56
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NULL
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2026-04-21T10:00:50.403242+00:00
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Edit
Delete
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34900
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evt_a3c29efcbd52
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system
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2026-04-13T15:00:17.221988+00:00
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housekeeping
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[]
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{"at":"2026-04-13T15:00:17.221988+00:0 {"at":"2026-04-13T15:00:17.221988+00:00","queue":{"cutoff_iso":"2026-04-13T14:50:17.231195+00:00","dead_letters_in_window":1,"dead_letters_total":1,"failed_in_window":0,"requeued_expired":0,"requeued_failed":0,"status_counts":{"dead":1,"done":36,"leased":1,"queued":3}},"reducers":{"max_seq":34899,"stale":[],"stale_minutes":10,"top":[{"cursor":34895,"lag":4,"max_pos":34899,"reducer":"memory_ingest:default","stream":"events","updated_at":"2026-04-13T14:58:16.584Z"},{"cursor":34895,"lag":4,"max_pos":34899,"reducer":"commitment_checkin_answers_v1","stream":"events","updated_at":"2026-04-13T14:57:43.252Z"},{"cursor":34898,"lag":1,"max_pos":34899,"reducer":"resolver_v3","stream":"events","updated_at":"2026-04-13T14:59:10.481Z"},{"cursor":34898,"lag":1,"max_pos":34899,"reducer":"entity_reducer_v2_deterministic","stream":"events","updated_at":"2026-04-13T14:58:19.377Z"},{"cursor":34898,"lag":1,"max_pos":34899,"reducer":"entity_alias_reducer_v2","stream":"events","updated_at":"2026-04-13T14:58:19.393Z"},{"cursor":34898,"lag":1,"max_pos":34899,"reducer":"event_subjects_reducer_v2","stream":"events","updated_at":"2026-04-13T14:58:19.407Z"},{"cursor":34898,"lag":1,"max_pos":34899,"reducer":"fact_reducer_v2_deterministic","stream":"events","updated_at":"2026-04-13T14:58:19.423Z"},{"cursor":34898,"lag":1,"max_pos":34899,"reducer":"signal_reducer_v1","stream":"events","updated_at":"2026-04-13T14:58:19.441Z"},{"cursor":34898,"lag":1,"max_pos":34899,"reducer":"signal_fp_reducer_v1","stream":"events","updated_at":"2026-04-13T14:58:19.457Z"},{"cursor":34898,"lag":1,"max_pos":34899,"reducer":"signal_candidate_reducer_v2","stream":"events","updated_at":"2026-04-13T14:58:19.472Z"}],"worst_lag":4,"worst_reducer":"memory_ingest:default"},"subsystem":"housekeeping"}...
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NULL
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1.0
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system_housekeeping:2026-04-13T15:00:00Z
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NULL
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2026-04-13T15:00:17.235574+00:00
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Edit
Delete
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473238
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evt_a3c15c73cba3
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proposal_status_changed
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2026-04-21T21:22:52.753899+00:00
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proposal_materializer
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[]
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{"changed_at":"2026-04-21T21:22:52.753 {"changed_at":"2026-04-21T21:22:52.753899+00:00","proposal_id":"prop_23617a6671197d8992f96027","reason":"proposal_questions","status":"needs_followup"}...
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NULL
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0.0
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mat:needs_followup:prop_23617a6671197d8992f96027:p mat:needs_followup:prop_23617a6671197d8992f96027:proposal_questions...
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NULL
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2026-04-21T21:22:52.785373+00:00
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Edit
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440669
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evt_a3c12b195b2f
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signal_ingest
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2026-04-20T13:34:16.582779+00:00
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daemon:signal_enrichment
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[]
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{"created_at":"2026-04-20T13:34:06.825 {"created_at":"2026-04-20T13:34:06.825418+00:00","dedupe_key":"signal_enriched:news_delta:eb8e97f01c0ba821","evidence_event_ids":["evt_eadd60fe9d99"],"signal_type":"news_headline_delta","source":"news_rss","value":{"aggregator_url":"https://news.google.com/rss/articles/CBMi0gFBVV95cUxQNmh2VG5mc1FkU01hZGdCckdXaE4zYXFjLS1nZUtTcHN5SGRrOHdmd0ZQZzVCeHExWXNCTm96ek9RYTI5M2NLeGxxUW9mLVM1cmw4RnF6Q2J1Rk1qblZONC1qQWhvQ3dyN0pEQVNNcWl2VDZmY2V4dTBIbXBHZjFscS1SSjFtRWpxZ252QjNTbThCdVFfajNJdFlxM2NsV0EtWU1lSTUyX1RzLVotZmVBbi1fVHZhdjFoQ3d1N2NaNWdvMEVqTFZibklrYklHRXFJZnc?oc=5","as_of":"2026-04-20T13:34:06.825418+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/CBMi0gFBVV95cUxQNmh2VG5mc1FkU01hZGdCckdXaE4zYXFjLS1nZUtTcHN5SGRrOHdmd0ZQZzVCeHExWXNCTm96ek9RYTI5M2NLeGxxUW9mLVM1cmw4RnF6Q2J1Rk1qblZONC1qQWhvQ3dyN0pEQVNNcWl2VDZmY2V4dTBIbXBHZjFscS1SSjFtRWpxZ252QjNTbThCdVFfajNJdFlxM2NsV0EtWU1lSTUyX1RzLVotZmVBbi1fVHZhdjFoQ3d1N2NaNWdvMEVqTFZibklrYklHRXFJZnc?oc=5","article_chars":0,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_989aac33dcdf73f8","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":"2026-04-20T13:34:16.582748+00:00","extraction_method":"none","fetched_description":"","fetched_title":"","final_url":"https://news.google.com/rss/articles/CBMi0gFBVV95cUxQNmh2VG5mc1FkU01hZGdCckdXaE4zYXFjLS1nZUtTcHN5SGRrOHdmd0ZQZzVCeHExWXNCTm96ek9RYTI5M2NLeGxxUW9mLVM1cmw4RnF6Q2J1Rk1qblZONC1qQWhvQ3dyN0pEQVNNcWl2VDZmY2V4dTBIbXBHZjFscS1SSjFtRWpxZ252QjNTbThCdVFfajNJdFlxM2NsV0EtWU1lSTUyX1RzLVotZmVBbi1fVHZhdjFoQ3d1N2NaNWdvMEVqTFZibklrYklHRXFJZnc?oc=5&hl=en-US&gl=US&ceid=US:en","html_truncated":true,"paywall_likely":false,"publisher_domain":"finance.yahoo.com","publisher_resolution":"payload_source_domain","requested_url":"https://news.google.com/rss/articles/CBMi0gFBVV95cUxQNmh2VG5mc1FkU01hZGdCckdXaE4zYXFjLS1nZUtTcHN5SGRrOHdmd0ZQZzVCeHExWXNCTm96ek9RYTI5M2NLeGxxUW9mLVM1cmw4RnF6Q2J1Rk1qblZONC1qQWhvQ3dyN0pEQVNNcWl2VDZmY2V4dTBIbXBHZjFscS1SSjFtRWpxZ252QjNTbThCdVFfajNJdFlxM2NsV0EtWU1lSTUyX1RzLVotZmVBbi1fVHZhdjFoQ3d1N2NaNWdvMEVqTFZibklrYklHRXFJZnc?oc=5","source_event_id":"evt_eadd60fe9d99","source_quality":"empty","status_code":200,"version":"signal_enrichment_v2"},"fp":"adf88ceaff5de199","published_at":"2026-04-20T13:11:24+00:00","publisher_domain":"finance.yahoo.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: Semiconductor stocks haven't been this hot since the dot-com bubble \u2014 and it could end badly - Yahoo Finance","Source summary: Semiconductor stocks haven't been this hot since the dot-com bubble \u2014 and it could end badly Yahoo Finance"],"numeric_claims":[],"primary_claim":"Semiconductor stocks haven't been this hot since the dot-com bubble \u2014 and it could end badly - Yahoo Finance","relevance_score":0.46,"sentiment":"neutral","source_quality":"unknown","summary":"Semiconductor stocks haven't been this hot since the dot-com bubble \u2014 and it could end badly Yahoo Finance","topics":["news headline"]},"source":"Yahoo Finance","source_domain":"finance.yahoo.com","source_url":"https://finance.yahoo.com","summary":"Semiconductor stocks haven't been this hot since the dot-com bubble \u2014 and it could end badly Yahoo Finance","title":"Semiconductor stocks haven't been this hot since the dot-com bubble \u2014 and it could end badly - Yahoo Finance","url":"https://www.gstatic.com/_/mss/boq-dots/_/ss/k=boq-dots.DotsSplashUi_desktop_ms.z46LtA-qfIg.L.X.O/am=GAIFAACAA2YBAwpA/d=1/ed=1/rs=ALs0n2PeUbKSDKfQ9Op-3wUE_8hlNgDpuA/m=syndicationarticleview,_b,_tp"}}...
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candidate:sc_989aac33dcdf73f8
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0.42
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signal_enriched:news_delta:eb8e97f01c0ba821
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NULL
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2026-04-20T13:34:16.582830+00:00
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472535
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evt_a3c03261ca38
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planner_plan_built
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2026-04-21T19:07:26.842331+00:00
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planner
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[]
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{"day":"2026-04-21","plan" {"day":"2026-04-21","plan":{"day":"2026-04-21","do_now":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:447dc4660d","headline":"User consented to having a sub-agent fetch today's weather in Atlanta (temperature, precipitation, wind, and a short outlook) from a public weather source. 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NULL
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1.0
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planner_plan_built:2026-04-21:ce9b14cc5e002f12a496 planner_plan_built:2026-04-21:ce9b14cc5e002f12a496dc4fadae6825abae7f05...
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2026-04-21T19:07:27.223817+00:00
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472445
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evt_a3bfe0eb2ae3
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signal_ingest
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2026-04-21T18:48:06.064973+00:00
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daemon:signal_enrichment
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[]
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{"created_at":"2026-04-21T07:00:36.951 {"created_at":"2026-04-21T07:00:36.951173+00:00","dedupe_key":"signal_enriched:news_delta:27ec1b5d749d3cac","evidence_event_ids":["evt_1ca89aff308e"],"signal_type":"news_headline_delta","source":"news_rss","value":{"aggregator_url":"https://news.google.com/rss/articles/CBMilAFBVV95cUxPZno5dHIwbm01ZWFvd3hUODNYUmZ3amVLUEVCNC15ZmVjb2MwcFY0TTIyV0doWnlUbk5IYkU3QXJZbXh1MDNXMms4cUIzYnVYWlhZSEV0N2ZQb0hHX3RmQ2xFckJQWE90eGNYSVJQazEwS18xbms1VEI2SnNBbUZtOU10SVhDUG9aeWZYU2QyZ002UGhT?oc=5","as_of":"2026-04-21T07:00:36.951173+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/CBMilAFBVV95cUxPZno5dHIwbm01ZWFvd3hUODNYUmZ3amVLUEVCNC15ZmVjb2MwcFY0TTIyV0doWnlUbk5IYkU3QXJZbXh1MDNXMms4cUIzYnVYWlhZSEV0N2ZQb0hHX3RmQ2xFckJQWE90eGNYSVJQazEwS18xbms1VEI2SnNBbUZtOU10SVhDUG9aeWZYU2QyZ002UGhT?oc=5","article_chars":0,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_e61fa7e2c03927e7","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":"2026-04-21T18:48:06.064935+00:00","extraction_method":"none","fetched_description":"","fetched_title":"","final_url":"https://news.google.com/rss/articles/CBMilAFBVV95cUxPZno5dHIwbm01ZWFvd3hUODNYUmZ3amVLUEVCNC15ZmVjb2MwcFY0TTIyV0doWnlUbk5IYkU3QXJZbXh1MDNXMms4cUIzYnVYWlhZSEV0N2ZQb0hHX3RmQ2xFckJQWE90eGNYSVJQazEwS18xbms1VEI2SnNBbUZtOU10SVhDUG9aeWZYU2QyZ002UGhT?oc=5&hl=en-US&gl=US&ceid=US:en","html_truncated":true,"paywall_likely":false,"publisher_domain":"apnews.com","publisher_resolution":"payload_source_domain","requested_url":"https://news.google.com/rss/articles/CBMilAFBVV95cUxPZno5dHIwbm01ZWFvd3hUODNYUmZ3amVLUEVCNC15ZmVjb2MwcFY0TTIyV0doWnlUbk5IYkU3QXJZbXh1MDNXMms4cUIzYnVYWlhZSEV0N2ZQb0hHX3RmQ2xFckJQWE90eGNYSVJQazEwS18xbms1VEI2SnNBbUZtOU10SVhDUG9aeWZYU2QyZ002UGhT?oc=5","source_event_id":"evt_1ca89aff308e","source_quality":"empty","status_code":200,"version":"signal_enrichment_v2"},"fp":"cbdf0eb845d07fd3","published_at":"2026-04-21T03:31:00+00:00","publisher_domain":"apnews.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: Did Pope Leo find his voice in Africa? Or did the world finally hear him? - AP News","Source summary: Did Pope Leo find his voice in Africa? Or did the world finally hear him? AP News Pope in Angola: Jesus is with us when we forgive and pray together Vatican News Pope Leo decries exploitation by world's 'authoritarians' during Angola trip Reuters In Angola, Pope Leo XIV Faces the Legacy of Colonialism The New York Times In Angola, love for an American pope but not for an American president The Washington Post"],"numeric_claims":[],"primary_claim":"Did Pope Leo find his voice in Africa? Or did the world finally hear him? - AP News","relevance_score":0.46,"sentiment":"neutral","source_quality":"unknown","summary":"Did Pope Leo find his voice in Africa? Or did the world finally hear him? AP News Pope in Angola: Jesus is with us when we forgive and pray together Vatican News Pope Leo decries exploitation by world's 'authoritarians' during Angola trip Reuters In Angola, Pope Leo XIV Faces the Legacy of Colonialism The New York Times In Angola, love for an American pope but not for an American president The Was","topics":["news headline"]},"source":"AP News","source_domain":"apnews.com","source_url":"https://apnews.com","summary":"Did Pope Leo find his voice in Africa? Or did the world finally hear him? AP News Pope in Angola: Jesus is with us when we forgive and pray together Vatican News Pope Leo decries exploitation by world's 'authoritarians' during Angola trip Reuters In Angola, Pope Leo XIV Faces the Legacy of Colonialism The New York Times In Angola, love for an American pope but not for an American president The Washington Post","title":"Did Pope Leo find his voice in Africa? Or did the world finally hear him? - AP News","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_e61fa7e2c03927e7
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0.42
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signal_enriched:news_delta:27ec1b5d749d3cac
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NULL
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2026-04-21T18:48:06.065046+00:00
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59048
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evt_a3bee7807ed7
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llm_usage
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2026-04-16T19:36:37.628695+00:00
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llm:openai
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[]
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{"cost_usd":0.001431,"meta":{" {"cost_usd":0.001431,"meta":{"governance":{"chars_trimmed":8219,"complexity":"medium","cost_24h_usd":2.917004,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1648,"input_tokens_original":1648,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":900,"output_tokens_final":900,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:synthesis","complexity:medium","pressure:normal","context_trimmed","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1500,"response_format_type":"json_schema","schema_name":"bounded_reasoning_final","selected_model":"gpt-5.4-nano","task_class":"synthesis"},"max_output_tokens":900,"requested_max_output_tokens":1500,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.05},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_00b3cb57a99f8f190069e13a40087481969e28884016fac7e9","usage":{"input_tokens":2250,"input_tokens_details":{"cached_tokens":0},"output_tokens":785,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":3035}}...
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NULL
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0.0
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llm_usage:resp_00b3cb57a99f8f190069e13a40087481969 llm_usage:resp_00b3cb57a99f8f190069e13a40087481969e28884016fac7e9...
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2026-04-16T19:36:37.628746+00:00
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474447
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evt_a3bdac576c33
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llm_usage
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2026-04-21T22:37:42.796445+00:00
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llm:openai
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[]
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{"cost_usd":0.001226,"meta":{" {"cost_usd":0.001226,"meta":{"feature":null,"governance":{"chars_trimmed":669,"complexity":"medium","cost_24h_usd":1.778054,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":2842,"input_tokens_original":2842,"messages_dropped":0,"messages_final":6,"messages_original":6,"output_budget_tokens":900,"output_tokens_final":1200,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":false},"pressure":"normal","reason_codes":["task_class:synthesis","complexity:medium","pressure:normal","context_trimmed","output_over_recommended_budget"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":null,"schema_name":null,"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":null,"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_0112b0f4cfdae82d0069e7fc345d3081949fa64ce509b21a36","usage":{"input_tokens":5672,"input_tokens_details":{"cached_tokens":4608},"output_tokens":73,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":5745}}...
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2026-04-21T22:37:42.796506+00:00
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31049
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evt_a3bcb5aef620
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llm_usage
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2026-04-12T21:56:55.335424+00:00
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llm:openai
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[]
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{"cost_usd":0.000528,"meta":{" {"cost_usd":0.000528,"meta":{"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":3.136514,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":299,"input_tokens_original":299,"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_0029f65951bfabde0069dc1524fc4881948731a59fa00cc3d7","usage":{"input_tokens":642,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":962}}...
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llm_usage:resp_0029f65951bfabde0069dc1524fc4881948 llm_usage:resp_0029f65951bfabde0069dc1524fc4881948731a59fa00cc3d7...
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2026-04-12T21:56:55.335472+00:00
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450695
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evt_a3b932947e37
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signal_candidate_ingest
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2026-04-20T15:42:12.815098+00:00
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collector:discovery
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{"created_at":"2026-04-20T15:42:12.815 {"created_at":"2026-04-20T15:42:12.815098+00:00","signal_type":"discovery_sector_rotation_delta","source":"discovery_ingestor","url":"https://www.nasdaq.com/articles/uvix-nbfr-big-etf-inflows","value":{"fp":"aadd0e08573699be","kind":"sector_rotation","published_at":"2026-04-20T15:20:11+00:00","source":"Nasdaq ETFs","summary":"Comparing units outstanding versus one week ago at the coverage universe of ETFs at ETF Channel, the biggest inflow was seen in the UVIX ETF, which added 19,780,000 units, or a 31.4% increase week over week. And on a percentage change basis, the ETF with the biggest increase","tickers":[],"title":"UVIX, NBFR: Big ETF Inflows","url":"https://www.nasdaq.com/articles/uvix-nbfr-big-etf-inflows"}}...
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discovery_sector_rotation_delta:1d75a1e61d81a4bd
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2026-04-20T15:42:17.624851+00:00
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63644
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evt_a3b91b1aeb34
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thread_message_recorded
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2026-04-17T10:54:16.695699+00:00
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slack_compose
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{"delivery_fp":"slk_thread_reply:6f507 {"delivery_fp":"slk_thread_reply:6f507137f87bff3a","focus":{},"message_kind":"thread_reply","message_role":"assistant","message_type":"assistant_reply","refs":[],"state_key":null,"text":"Sounds good\u2014I can run an agent to research top popular spots in Sandy Springs, GA and pull specific menu item recommendations. One quick question first: what cuisine/vibe should I prioritize (e.g., Southern comfort, Italian, sushi, upscale, casual), or should I just pick the best overall mix?","thread_id":"thr_89bd784df70625611c"}...
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thread_message_recorded:slk_thread_reply:6f507137f thread_message_recorded:slk_thread_reply:6f507137f87bff3a...
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ep_526de301085f
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2026-04-17T10:54:16.695788+00:00
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28399
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evt_a3b8a38e7657
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artifact_upsert
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2026-04-12T09:03:58.942372+00:00
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planner
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[]
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{"artifact_id":"art_daily_plan_2026-04 {"artifact_id":"art_daily_plan_2026-04-12","confidence":0.95,"created_at":"2026-04-12T09:03:58.942372+00:00","evidence_event_ids":[],"kind":"daily_plan","meta":{"day":"2026-04-12","fingerprint":"1fea0f0bdf46b028a37fef7eaf9a4ee608c0fc15","plan_fingerprint":"0b8517d590465ca60ca9931add8ca870ba4a4e99","source":"planner"},"output_json":{"day":"2026-04-12","plan":{"day":"2026-04-12","do_now":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":null,"headline":"Email sender identity verification needed 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artifact_upsert:daily_plan:2026-04-12:1fea0f0bdf46 artifact_upsert:daily_plan:2026-04-12:1fea0f0bdf46b028a37fef7eaf9a4ee608c0fc15...
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2026-04-12T09:04:00.319000+00:00
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99223
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evt_a3b83546e52d
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signal_candidate_ingest
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2026-04-17T23:00:32.547123+00:00
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collector:discovery
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{"created_at":"2026-04-17T23:00:32.547 {"created_at":"2026-04-17T23:00:32.547123+00:00","signal_type":"discovery_options_flow_delta","source":"discovery_ingestor","url":"https://www.nasdaq.com/articles/best-stocks-buy-now-earnings-and-hold-forever-gev-vrt","value":{"fp":"f8bb08a85c01bc25","kind":"options_flow","published_at":"2026-04-17T21:10:00+00:00","source":"Nasdaq Investing","summary":"Investors should consider buying two of the best buy-and-hold stocks on Wall Street heading into their quarterly earnings releases during the week of April 20: GEV, VRT.","tickers":[],"title":"Best Stocks to Buy Now Before Earnings and Hold Forever: GEV, VRT","url":"https://www.nasdaq.com/articles/best-stocks-buy-now-earnings-and-hold-forever-gev-vrt"}}...
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discovery_options_flow_delta:7afc9d7abedeed07
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2026-04-17T23:00:36.138323+00:00
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54204
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evt_a3b790b1c8e8
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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:AMD {"link":{"from_id":"equity:AMD","strength":0.75,"to_id":"theme:memory_ai_datacenter","type":"member_of","valid_from":"2026-04-16T02:29:20.328661+00:00"}}...
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opportunity:member_of:memory_ai_datacenter:AMD:202 opportunity:member_of:memory_ai_datacenter:AMD:2026-04-16...
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2026-04-16T02:29:32.311958+00:00
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482897
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evt_a3b70c63a34d
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artifact_upsert
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2026-04-22T17:05:11.575479+00:00
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planner
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{"artifact_id":"art_daily_plan_2026-04 {"artifact_id":"art_daily_plan_2026-04-22","confidence":0.95,"created_at":"2026-04-22T17:05:11.575479+00:00","evidence_event_ids":[],"kind":"daily_plan","meta":{"day":"2026-04-22","fingerprint":"9ec7d8ebd874a53ad8b2deab8a705fa0f6e95162","plan_fingerprint":"3e1db98f7780fd4c859af9d97dc572720ff07adc","source":"planner"},"output_json":{"day":"2026-04-22","plan":{"day":"2026-04-22","do_now":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:447dc4660d","headline":"User consented to having a sub-agent fetch today's weather in Atlanta (temperature, precipitation, wind, and a short outlook) from a public weather source. 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What exactly do you need: the release date of \u2026 \u2014 This needs user input to move forward.\n\n*Do today:*\n\u2022 User approved starting an agent run to draft and format the surprising fake official memo. (commitment) \u2014 Open commitment in commitment.\n\u2022 When asked for approval to start an agent run, the user approves. (commitment) \u2014 Open commitment in commitment.\n\u2022 User approved starting an agent run to perform a live, multi-source research lookup for the reunion release date and streaming platform in this thread. (commitment) \u2014 Open commitment in commitment.","ready_at":"2026-04-22T17:05:11.575479+00:00","status":"ready","summary":"User consented to having a sub-agent fetch today's weather in Atlanta (temperature, precipitation, wind, and a short outlook) from a public weather source. (commitment)","title":"Daily Plan 2026-04-22","updated_at":"2026-04-22T17:05:11.575479+00:00"}...
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0.95
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artifact_upsert:daily_plan:2026-04-22:9ec7d8ebd874 artifact_upsert:daily_plan:2026-04-22:9ec7d8ebd874a53ad8b2deab8a705fa0f6e95162...
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2026-04-22T17:05:11.824963+00:00
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32005
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evt_a3b37511cc89
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llm_usage
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2026-04-13T01:57:02.820633+00:00
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llm:openai
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[]
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{"cost_usd":0.002607,"meta":{" {"cost_usd":0.002607,"meta":{"governance":{"chars_trimmed":64651,"complexity":"high","cost_24h_usd":2.46317,"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_044efd8c86bddce30069dc4d6572d881948f7b0ea3746140bb","usage":{"input_tokens":1785,"input_tokens_details":{"cached_tokens":0},"output_tokens":1800,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":3585}}...
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2026-04-13T01:57:02.820688+00:00
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59331
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evt_a3b1b14edf3c
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proposal_claimed
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2026-04-16T20:17:42.227842+00:00
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proposal_materializer
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[]
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{"claim_id":"clm_35d54061795c4e868cf4e {"claim_id":"clm_35d54061795c4e868cf4e728","claimed_at":"2026-04-16T20:17:42.227842+00:00","claimed_by":"proposal_materializer","lease_s":45,"proposal_id":"prop_06b2de62ad4ec88d3fcea4a0"}...
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0.0
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proposal_claimed:prop_06b2de62ad4ec88d3fcea4a0:clm proposal_claimed:prop_06b2de62ad4ec88d3fcea4a0:clm_35d54061795c4e868cf4e728...
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2026-04-16T20:17:42.241705+00:00
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41317
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evt_a3afa561d644
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planner_plan_built
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2026-04-14T09:14:37.362868+00:00
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planner
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[]
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{"day":"2026-04-14","plan" {"day":"2026-04-14","plan":{"day":"2026-04-14","do_now":[],"do_today":[],"meta":{"built_at":"2026-04-14T09:14:37.362868+00:00","daily_synthesis_source":"fallback","day":"2026-04-14","filters":{"deduped":0,"internal_shadow":0,"noise_signal":2,"stale":1,"stale_question":0,"stale_workflow":0},"fingerprint":"d6743f8e27765f4b78cc76201c0d53b5bd8e0690","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":"d6743f8e27765f4b78cc76201c0d53b5bd8e0690","planner_model":"gpt-5.4-nano"}}...
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1.0
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planner_plan_built:2026-04-14:7f78b5e8ae2c766d856d planner_plan_built:2026-04-14:7f78b5e8ae2c766d856d0f1a4da667c2ad8bb4a7...
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2026-04-14T09:14:39.056383+00:00
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472056
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evt_a3af2c2615c2
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system
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2026-04-21T17:10:32.812804+00:00
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housekeeping
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[]
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{"at":"2026-04-21T17:10:32.812804+00:0 {"at":"2026-04-21T17:10:32.812804+00:00","queue":{"cutoff_iso":"2026-04-21T17:00:32.830681+00:00","dead_letters_in_window":0,"dead_letters_total":1,"failed_in_window":0,"requeued_expired":0,"requeued_failed":0,"status_counts":{"dead":1,"done":401,"leased":1,"queued":7}},"reducers":{"max_seq":472055,"stale":[],"stale_minutes":10,"top":[{"cursor":472053,"lag":2,"max_pos":472055,"reducer":"memory_ingest:default","stream":"events","updated_at":"2026-04-21T17:07:30.532Z"},{"cursor":472053,"lag":2,"max_pos":472055,"reducer":"commitment_checkin_answers_v1","stream":"events","updated_at":"2026-04-21T17:07:18.011Z"},{"cursor":472055,"lag":0,"max_pos":472055,"reducer":"resolver_v3","stream":"events","updated_at":"2026-04-21T17:08:59.541Z"},{"cursor":472055,"lag":0,"max_pos":472055,"reducer":"entity_reducer_v2_deterministic","stream":"events","updated_at":"2026-04-21T17:07:41.899Z"},{"cursor":472055,"lag":0,"max_pos":472055,"reducer":"entity_alias_reducer_v2","stream":"events","updated_at":"2026-04-21T17:07:41.908Z"},{"cursor":472055,"lag":0,"max_pos":472055,"reducer":"event_subjects_reducer_v2","stream":"events","updated_at":"2026-04-21T17:07:41.920Z"},{"cursor":472055,"lag":0,"max_pos":472055,"reducer":"fact_reducer_v2_deterministic","stream":"events","updated_at":"2026-04-21T17:07:41.929Z"},{"cursor":472055,"lag":0,"max_pos":472055,"reducer":"signal_reducer_v1","stream":"events","updated_at":"2026-04-21T17:07:41.938Z"},{"cursor":472055,"lag":0,"max_pos":472055,"reducer":"signal_fp_reducer_v1","stream":"events","updated_at":"2026-04-21T17:07:41.948Z"},{"cursor":472055,"lag":0,"max_pos":472055,"reducer":"signal_candidate_reducer_v2","stream":"events","updated_at":"2026-04-21T17:07:41.957Z"}],"worst_lag":2,"worst_reducer":"memory_ingest:default"},"subsystem":"housekeeping"}...
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1.0
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system_housekeeping:2026-04-21T17:10:00Z
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2026-04-21T17:10:32.840540+00:00
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352395
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evt_a3aea4192da4
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fact_upsert
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2026-04-20T00:04:34.031122+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-20T00:04:34.031122+0 {"as_of":"2026-04-20T00:04:34.031122+00:00","entity_id":"theme:data_center_power","field":"narrative","value":{"oneliner":"Data-center power / nat-gas for AI \u2014 tracking \u2014 mixed","updated_at":"2026-04-20T00:04:34.031122+00:00"}}...
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0.0
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opportunity:theme_fact:data_center_power:narrative opportunity:theme_fact:data_center_power:narrative:2026-04-20...
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2026-04-20T00:04:47.482670+00:00
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482453
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evt_a3acb74817aa
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llm_usage
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2026-04-22T15:35:21.737233+00:00
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llm:openai
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[]
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{"cost_usd":0.001404,"meta":{" {"cost_usd":0.001404,"meta":{"feature":"opportunity_case_verdicts","governance":{"chars_trimmed":16595,"complexity":"high","cost_24h_usd":2.758925,"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":3500,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":false},"pressure":"normal","reason_codes":["task_class:synthesis","complexity:high","pressure:normal","context_trimmed","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_0c82d4090f1ba8d50069e8eab168a48196b97f5dfe208989d3","usage":{"input_tokens":2108,"input_tokens_details":{"cached_tokens":0},"output_tokens":786,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2894}}...
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llm_usage:resp_0c82d4090f1ba8d50069e8eab168a48196b llm_usage:resp_0c82d4090f1ba8d50069e8eab168a48196b97f5dfe208989d3...
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2026-04-22T15:35:21.737636+00:00
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42270
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evt_a3ac1cb41296
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llm_usage
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2026-04-14T12:18:12.052719+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":{"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":4.062816,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":746,"input_tokens_original":746,"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_0db9fbd1d4c677de0069de307edd608197bac0626f995dbc6e","usage":{"input_tokens":1081,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1401}}...
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llm_usage:resp_0db9fbd1d4c677de0069de307edd608197b llm_usage:resp_0db9fbd1d4c677de0069de307edd608197bac0626f995dbc6e...
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2026-04-14T12:18:12.052766+00:00
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41202
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evt_a3abf441c790
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llm_usage
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2026-04-14T08:48:57.923274+00:00
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llm:openai
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[]
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{"cost_usd":0.000514,"meta":{" {"cost_usd":0.000514,"meta":{"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":3.938776,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":274,"input_tokens_original":274,"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_0bf7b525169120300069ddff75417c8197a8b75c3e51c39343","usage":{"input_tokens":624,"input_tokens_details":{"cached_tokens":0},"output_tokens":311,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":935}}...
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llm_usage:resp_0bf7b525169120300069ddff75417c8197a llm_usage:resp_0bf7b525169120300069ddff75417c8197a8b75c3e51c39343...
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2026-04-14T08:48:57.923348+00:00
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39948
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evt_a3abb1afc64c
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llm_usage
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2026-04-14T03:07:58.130619+00:00
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llm:openai
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[]
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{"cost_usd":0.001401,"meta":{" {"cost_usd":0.001401,"meta":{"governance":{"chars_trimmed":0,"complexity":"medium","cost_24h_usd":3.877898,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1075,"input_tokens_original":1075,"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_03e73799c67b80cd0069ddaf87ea8c8194b4262f819c88be89","usage":{"input_tokens":1379,"input_tokens_details":{"cached_tokens":0},"output_tokens":900,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2279}}...
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llm_usage:resp_03e73799c67b80cd0069ddaf87ea8c8194b llm_usage:resp_03e73799c67b80cd0069ddaf87ea8c8194b4262f819c88be89...
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2026-04-14T03:07:58.130703+00:00
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472257
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evt_a3ab7f52c3cf
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signal_ingest
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2026-04-21T18:13:40.588370+00:00
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daemon:signal_enrichment
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[]
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{"created_at":"2026-04-21T05:31:00.228 {"created_at":"2026-04-21T05:31:00.228588+00:00","dedupe_key":"signal_enriched:news_delta:2e15b7117437a1fa","evidence_event_ids":["evt_b3164955c5a6"],"signal_type":"news_headline_delta","source":"news_rss","value":{"aggregator_url":"https://news.google.com/rss/articles/CBMimgFBVV95cUxQbWdNUm8tOGpvRDlsR29IRnBSQzJCUVpGRzdLUTFGNmxjbzNodkFrQ2ZSaUhNU1BXUURCNXYwNk9ScmRiWExCVEg2LTU0TDh1WW0zN3NOZER5WTZlTEh4eW1BMGRZR3l6MzVZUWlnd0xhN2pYekEteEEtUURtOWdfN2xlR3dwdnNGeWZqXzRnaGdBbDVFa3pGbXlB?oc=5","as_of":"2026-04-21T05:31:00.228588+00:00","canonical_url":"https://www.gstatic.com/_/mss/boq-dots/_/ss/k=boq-dots.DotsSplashUi_desktop_ms.ZC4SwnwBFEo.L.X.O/am=GAIFAAAADpgFDCgAAQ/d=1/ed=1/rs=ALs0n2OnHEEtl37V-jXhbqB2FmnEcwzOBQ/m=syndicationarticleview,_b,_tp","enrichment":{"aggregator_url":"https://news.google.com/rss/articles/CBMimgFBVV95cUxQbWdNUm8tOGpvRDlsR29IRnBSQzJCUVpGRzdLUTFGNmxjbzNodkFrQ2ZSaUhNU1BXUURCNXYwNk9ScmRiWExCVEg2LTU0TDh1WW0zN3NOZER5WTZlTEh4eW1BMGRZR3l6MzVZUWlnd0xhN2pYekEteEEtUURtOWdfN2xlR3dwdnNGeWZqXzRnaGdBbDVFa3pGbXlB?oc=5","article_chars":0,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_156cb8a92f5560fc","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=GAIFAAAADpgFDCgAAQ/d=1/ed=1/rs=ALs0n2OnHEEtl37V-jXhbqB2FmnEcwzOBQ/m=syndicationarticleview,_b,_tp","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-21T18:13:40.588345+00:00","extraction_method":"none","fetched_description":"","fetched_title":"","final_url":"https://news.google.com/rss/articles/CBMimgFBVV95cUxQbWdNUm8tOGpvRDlsR29IRnBSQzJCUVpGRzdLUTFGNmxjbzNodkFrQ2ZSaUhNU1BXUURCNXYwNk9ScmRiWExCVEg2LTU0TDh1WW0zN3NOZER5WTZlTEh4eW1BMGRZR3l6MzVZUWlnd0xhN2pYekEteEEtUURtOWdfN2xlR3dwdnNGeWZqXzRnaGdBbDVFa3pGbXlB?oc=5&hl=en-US&gl=US&ceid=US:en","html_truncated":true,"paywall_likely":false,"publisher_domain":"espn.com","publisher_resolution":"payload_source_domain","requested_url":"https://news.google.com/rss/articles/CBMimgFBVV95cUxQbWdNUm8tOGpvRDlsR29IRnBSQzJCUVpGRzdLUTFGNmxjbzNodkFrQ2ZSaUhNU1BXUURCNXYwNk9ScmRiWExCVEg2LTU0TDh1WW0zN3NOZER5WTZlTEh4eW1BMGRZR3l6MzVZUWlnd0xhN2pYekEteEEtUURtOWdfN2xlR3dwdnNGeWZqXzRnaGdBbDVFa3pGbXlB?oc=5","source_event_id":"evt_b3164955c5a6","source_quality":"empty","status_code":200,"version":"signal_enrichment_v2"},"fp":"92c43238d479df3b","published_at":"2026-04-21T02:25:00+00:00","publisher_domain":"espn.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: Porter Martone, 19, scores again as Flyers take 2-0 series lead - ESPN","Source summary: Porter Martone, 19, scores again as Flyers take 2-0 series lead ESPN Martone playing beyond his years for Flyers in Eastern 1st Round NHL.com Philadelphia Flyers' Porter Martone becomes 12th NHL teenager to score in his first 2 playoff games CBS News Michigan State's Porter Martone Has Already Made NHL History Yahoo Sports Flyers\u2019 Porter Martone seems ready for the spotlight, with help from a good friend The New York"],"numeric_claims":[],"primary_claim":"Porter Martone, 19, scores again as Flyers take 2-0 series lead - ESPN","relevance_score":0.46,"sentiment":"neutral","source_quality":"unknown","summary":"Porter Martone, 19, scores again as Flyers take 2-0 series lead ESPN Martone playing beyond his years for Flyers in Eastern 1st Round NHL.com Philadelphia Flyers' Porter Martone becomes 12th NHL teenager to score in his first 2 playoff games CBS News Michigan State's Porter Martone Has Already Made NHL History Yahoo Sports Flyers\u2019 Porter Martone seems ready for the spotlight, with help from a good","topics":["news headline"]},"source":"ESPN","source_domain":"espn.com","source_url":"https://www.espn.com","summary":"Porter Martone, 19, scores again as Flyers take 2-0 series lead ESPN Martone playing beyond his years for Flyers in Eastern 1st Round NHL.com Philadelphia Flyers' Porter Martone becomes 12th NHL teenager to score in his first 2 playoff games CBS News Michigan State's Porter Martone Has Already Made NHL History Yahoo Sports Flyers\u2019 Porter Martone seems ready for the spotlight, with help from a good friend The New York Times","title":"Porter Martone, 19, scores again as Flyers take 2-0 series lead - ESPN","url":"https://www.gstatic.com/_/mss/boq-dots/_/ss/k=boq-dots.DotsSplashUi_desktop_ms.ZC4SwnwBFEo.L.X.O/am=GAIFAAAADpgFDCgAAQ/d=1/ed=1/rs=ALs0n2OnHEEtl37V-jXhbqB2FmnEcwzOBQ/m=syndicationarticleview,_b,_tp"}}...
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candidate:sc_156cb8a92f5560fc
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0.42
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signal_enriched:news_delta:2e15b7117437a1fa
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NULL
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2026-04-21T18:13:40.588426+00:00
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476185
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evt_a3ab16965a45
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llm_usage
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2026-04-21T23:51:09.272660+00:00
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llm:openai
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[]
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{"cost_usd":0.000426,"meta":{" {"cost_usd":0.000426,"meta":{"feature":null,"governance":{"chars_trimmed":12448,"complexity":"high","cost_24h_usd":2.392541,"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":3600,"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":3600,"response_format_type":"json_schema","schema_name":"intel_triage_v1","selected_model":"gpt-5.4-nano","task_class":"intel_triage"},"max_output_tokens":3600,"requested_max_output_tokens":3600,"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_0c6300aee50a49090069e80d6bf11c819798db04ab18a7d57f","usage":{"input_tokens":1961,"input_tokens_details":{"cached_tokens":0},"output_tokens":27,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1988}}...
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llm_usage:resp_0c6300aee50a49090069e80d6bf11c81979 llm_usage:resp_0c6300aee50a49090069e80d6bf11c819798db04ab18a7d57f...
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2026-04-21T23:51:09.273127+00:00
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41858
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evt_a3a9f17fd3d4
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2026-04-14T11:13:03.479214+00:00
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llm:openai
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[]
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{"cost_usd":0.000575,"meta":{" {"cost_usd":0.000575,"meta":{"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":3.980868,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":499,"input_tokens_original":499,"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_0ad3a61297db5c4c0069de213c28588194b1d410aa3d33e3f9","usage":{"input_tokens":877,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1197}}...
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NULL
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0.0
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llm_usage:resp_0ad3a61297db5c4c0069de213c28588194b llm_usage:resp_0ad3a61297db5c4c0069de213c28588194b1d410aa3d33e3f9...
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NULL
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2026-04-14T11:13:03.479278+00:00
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478386
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evt_a3a97bc2928b
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signal_ingest
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2026-04-22T03:11:37.487103+00:00
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daemon:signal_enrichment
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[]
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{"created_at":"2026-04-22T03:03:32.063 {"created_at":"2026-04-22T03:03:32.063787+00:00","dedupe_key":"signal_enriched:discovery_sec_filing_delta:e31b24261f52cd77","evidence_event_ids":["evt_e4dd4b151091"],"signal_type":"discovery_sec_filing_delta","source":"discovery_sec_filings","value":{"aggregator_url":"https://www.sec.gov/Archives/edgar/data/102729/0001104659-26-045698.txt","as_of":"2026-04-22T03:03:32.063787+00:00","canonical_url":"https://www.sec.gov/Archives/edgar/data/102729/0001104659-26-045698.txt","company":"VALMONT INDUSTRIES INC","enrichment":{"aggregator_url":"https://www.sec.gov/Archives/edgar/data/102729/0001104659-26-045698.txt","article_chars":5000,"article_truncated":true,"blocked_reason":null,"candidate_id":"sc_2c5903eaa5713926","canonical_host":"sec.gov","canonical_is_aggregator":false,"canonical_url":"https://www.sec.gov/Archives/edgar/data/102729/0001104659-26-045698.txt","content_type":"text/plain","enriched_at":"2026-04-22T03:11:37.487061+00:00","extraction_method":"trafilatura","fetched_description":"","fetched_title":"Valmont Industries, Inc._April 21, 2026","final_url":"https://www.sec.gov/Archives/edgar/data/102729/0001104659-26-045698.txt","html_truncated":true,"paywall_likely":false,"publisher_domain":"sec.gov","publisher_resolution":"canonical_url","requested_url":"https://www.sec.gov/Archives/edgar/data/102729/0001104659-26-045698.txt","source_event_id":"evt_e4dd4b151091","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"form_type":"8-K","fp":"00ff513601e0280f","kind":"sec_filing","published_at":"20260421","publisher_domain":"sec.gov","signal_understanding":{"analysis_basis":"article","claim_confidence":0.74,"dates_mentioned":["2026-04-21","2026-04-22","2026-03-28","2026-04-21 (press release date)"],"entities":[{"asset_class":"equity","name":"Valmont Industries, Inc.","relevance":"high","symbol":"VMI","type":"issuer"},{"asset_class":"other","name":"Avner M. Applbaum","relevance":"medium","symbol":"","type":"person"},{"asset_class":"other","name":"United States Securities and Exchange Commission","relevance":"low","symbol":"","type":"regulator"}],"event_type":"earnings","information_gaps":["The provided text does not include the full set of first-quarter financial statements or all numeric highlights (e.g., complete Agriculture segment financial results) because the excerpt is truncated.","The specific amount or range of the \u201craised full-year 2026 EPS guidance\u201d is not present in the provided text.","The filing_date in the deterministic context is 2026-04-22T03:03:32.063787+00:00, but the excerpt itself does not show the exact \u201cDate of Report (Date of earliest event reported)\u201d field value.","No prior-known state is included in the prompt, so the exact delta versus prior filings cannot be determined from the provided text alone."],"key_facts":["The filing is a Form 8-K by Valmont Industries, Inc. (VMI).","Item 2.02 states Valmont issued a press release on April 21, 2026 announcing financial results for its fiscal quarter ended March 28, 2026.","The press release is furnished as Exhibit 99.1.","Item 2.02 includes the standard statement that the information is being furnished and is not deemed \u201cfiled\u201d for purposes of Section 18 of the Exchange Act, and is not incorporated by reference except as expressly set forth.","Item 9.01 lists Exhibit 99.1.","Exhibit 99.1 is titled \u201cValmont Reports First Quarter 2026 Results and Raises Full-Year 2026 EPS Guidance.\u201d","The press release states the company delivered \u201crecord first-quarter earnings per share,\u201d citing solid sales growth and margin expansion driven primarily by pricing strength and higher volumes in North America Utility.","The press release provides segment highlights: Infrastructure sales increased 14.1% to $805.9 million (from $706.2 million); operating income increased 22.0% to $143.0 million (17.8% of net sales).","The press release provides segment highlights: Agriculture is described as 22.0% of net sales, but the provided text cuts off before detailed Agriculture financial figures.","The press release includes management commentary on Infrastructure demand and a more cautious near-term market environment in Agriculture."],"numeric_claims":[{"label":"First quarter 2026 Infrastructure sales","value":"$805.9 million"},{"label":"First quarter 2025 Infrastructure sales","value":"$706.2 million"},{"label":"Infrastructure sales growth","value":"14.1%"},{"label":"First quarter 2026 Infrastructure operating income","value":"$143.0 million"},{"label":"First quarter 2025 Infrastructure operating income","value":"$117.2 million"},{"label":"Infrastructure operating income growth","value":"22.0%"},{"label":"Infrastructure operating income margin (Q1 2026)","value":"17.8% of net sales"},{"label":"Infrastructure operating income margin (Q1 2025)","value":"16.7% of net sales"},{"label":"Infrastructure share of net sales","value":"78.0%"},{"label":"Agriculture share of net sales","value":"22.0%"}],"primary_claim":"VMI furnished a press release with its Form 8-K reporting first-quarter 2026 results (quarter ended March 28, 2026) and raising full-year 2026 EPS guidance.","relevance_score":0.78,"sentiment":"mixed","source_quality":"high","summary":"Valmont Industries, Inc. (VMI) filed a Form 8-K to furnish its press release reporting first-quarter 2026 results for the quarter ended March 28, 2026, and it raised full-year 2026 EPS guidance. The 8-K includes Item 2.02 language stating the furnished information is not deemed \u201cfiled.\u201d","topics":["Form 8-K","Item 2.02 results of operations","Exhibit 99.1 press release","First quarter 2026 results","EPS guidance","Segment review: Infrastructure and Agriculture","North America Utility","pricing strength","margin expansion"]},"source":"sec_edgar","source_domain":"sec.gov","summary":"Form 8-K \u00b7 VALMONT INDUSTRIES INC \u00b7 Filed 20260421","ticker":"VMI","tickers":["VMI"],"title":"VMI filed 8-K","url":"https://www.sec.gov/Archives/edgar/data/102729/0001104659-26-045698.txt"}}...
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candidate:sc_2c5903eaa5713926
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0.74
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signal_enriched:discovery_sec_filing_delta:e31b242 signal_enriched:discovery_sec_filing_delta:e31b24261f52cd77...
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NULL
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2026-04-22T03:11:37.487172+00:00
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130477
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evt_a3a8d8944774
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llm_usage
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2026-04-18T03:37:45.508679+00:00
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llm:openai
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[]
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{"cost_usd":0.000685,"meta":{" {"cost_usd":0.000685,"meta":{"feature":null,"governance":{"chars_trimmed":1024,"complexity":"medium","cost_24h_usd":2.890284,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1820,"input_tokens_original":1820,"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":false},"pressure":"normal","reason_codes":["task_class:extraction","complexity:medium","pressure:normal","context_trimmed"],"requested_model":"gpt-5.4-nano","requested_output_tokens":900,"response_format_type":"json_schema","schema_name":"memory_curation_candidate_extract_v2","selected_model":"gpt-5.4-nano","task_class":"extraction"},"max_output_tokens":900,"requested_max_output_tokens":900,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.0},"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_031bb418bcab5b4d0069e2fc87317881978e1604b05a91a797","usage":{"input_tokens":2308,"input_tokens_details":{"cached_tokens":0},"output_tokens":179,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2487}}...
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NULL
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0.0
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llm_usage:resp_031bb418bcab5b4d0069e2fc87317881978 llm_usage:resp_031bb418bcab5b4d0069e2fc87317881978e1604b05a91a797...
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NULL
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2026-04-18T03:37:45.513790+00:00
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35870
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evt_a3a7db065661
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llm_usage
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2026-04-13T19:42:23.671159+00:00
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llm:openai
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[]
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{"cost_usd":0.000529,"meta":{" {"cost_usd":0.000529,"meta":{"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":2.395757,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":303,"input_tokens_original":303,"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_00e1ac2c148e87df0069dd471ccba081909451a12ccb42ee27","usage":{"input_tokens":644,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":964}}...
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NULL
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0.0
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llm_usage:resp_00e1ac2c148e87df0069dd471ccba081909 llm_usage:resp_00e1ac2c148e87df0069dd471ccba081909451a12ccb42ee27...
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NULL
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2026-04-13T19:42:23.671206+00:00
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51948
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evt_a3a6675a2c9e
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llm_usage
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2026-04-15T23:20:19.655520+00:00
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llm:openai
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[]
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{"cost_usd":0.001263,"meta":{" {"cost_usd":0.001263,"meta":{"governance":{"chars_trimmed":0,"complexity":"medium","cost_24h_usd":2.856555,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":954,"input_tokens_original":954,"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_0c005c57409b8d4e0069e01d2e1c18819593bd45cc945dc366","usage":{"input_tokens":1146,"input_tokens_details":{"cached_tokens":0},"output_tokens":827,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1973}}...
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NULL
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0.0
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llm_usage:resp_0c005c57409b8d4e0069e01d2e1c1881959 llm_usage:resp_0c005c57409b8d4e0069e01d2e1c18819593bd45cc945dc366...
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2026-04-15T23:20:19.655581+00:00
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64018
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evt_a3a334deaf55
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thread_message_recorded
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2026-04-17T12:00:25.356805+00:00
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slack_compose
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[]
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{"delivery_fp":"attn:C0A8Q869CNL:aaf19 {"delivery_fp":"attn:C0A8Q869CNL:aaf1960944844fb7d93c:2026-04-17T12","focus":{"candidate_refs":[{"id":"plan:2026-04-17","kind":"plan"}],"headline":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","mission":{"brief_artifact_id":null,"case_id":null,"dossier_artifact_id":null,"entities":[],"headline":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","kind":"opportunity","recommendation":null,"related_assets":[],"validation_steps":[],"why_now":"daily plan for 2026-04-17","why_you":null},"summary":"Do now:\n\u2022 User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","why_now":"daily plan for 2026-04-17"},"message_kind":"attention_nudge","message_role":"assistant","message_type":null,"refs":[{"id":"plan:2026-04-17","kind":"plan"}],"state_key":null,"text":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)\n\nDo now:\n\u2022 User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)\n\n_Why now:_ daily plan for 2026-04-17\n\nQuick reply: `review` / `done` / `snooze` / `ignore`","thread_id":"thr_6b5b69585f16e7e183"}...
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NULL
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1.0
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thread_message_recorded:attn:C0A8Q869CNL:aaf196094 thread_message_recorded:attn:C0A8Q869CNL:aaf1960944844fb7d93c:2026-04-17T12...
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2026-04-17T12:00:25.361147+00:00
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65197
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evt_a3a2264637f9
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proposal_created
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2026-04-17T16:14:38.230681+00:00
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cognition
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[]
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{"created_at":"2026-04-17T16:14:38.230 {"created_at":"2026-04-17T16:14:38.230681+00:00","episode_id":"ep_c09d6edf909d","event_id":"evt_c1303c9c0762","kind":"cognition","model":"gpt-5.4-nano","payload":{"assistant_reply":"I can do that\u2014what\u2019s Marian\u2019s full email address? The one in your message is cut off, and I don\u2019t know the complete address needed to send.","confidence":0.86,"context_ref":{"dedupe_key":"ctx:df1f1c75fc2f","event_id":"evt_c1303c9c0762","kind":"episode_context_built"},"meta":{"episode_id":"ep_c09d6edf909d","model":"gpt-5.4-nano","prompt_version":"v9_agentic","response_mode":"action_plan","selected_action_types":[],"selection_confidence":0.86,"temperature":0.15,"thread_id":"thr_0960e23843a387f27c","trace_id":"trace:thr_0960e23843a387f27c:evt_e4625fc507d2","trigger_event_id":"evt_e4625fc507d2","turn_id":"turn_evt_e4625fc507d2","user_text":"<mailto:mare0987@gmail.com|mare0987@gmail.com>"},"notes":["investigation_intent_summary=Send an email to Marian with subject \"Happy Fri-Yay Baby\" and a cute poem mentioning her cooking, beauty, and caring personality; user said either plain text or HTML is fine (plain text acceptable).","reasoning_terminated=finalized"],"proposed_actions":[],"proposed_links":[],"questions":["What\u2019s Marian\u2019s full email address (the complete address, not the truncated one)?"],"response_mode":"action_plan","summary":"Collect the missing recipient email address so I can send the requested email.","workflow_goal":"Collect the missing recipient email address so I can send the requested email.","workflow_steps":[]},"prompt_fp":"cognition:v9_agentic","proposal_fp":"cog:ep_c09d6edf909d:ctx:df1f1c75fc2f","proposal_id":"prop_f517177e273a6dfb7e57fc5c","rationale":null,"risk":null,"summary":"I can do that\u2014what\u2019s Marian\u2019s full email address? The one in your message is cut off, and I don\u2019t know the complete address needed to send."}...
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NULL
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0.0
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proposal_created:cog:ep_c09d6edf909d:ctx:df1f1c75f proposal_created:cog:ep_c09d6edf909d:ctx:df1f1c75fc2f...
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ep_c09d6edf909d
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2026-04-17T16:14:42.370573+00:00
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479560
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evt_a3a1b3c62f09
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signal_candidate_ingest
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2026-04-22T07:06:43.381459+00:00
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collector:discovery
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[]
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{"created_at":"2026-04-22T07:06:43.381 {"created_at":"2026-04-22T07:06:43.381459+00:00","signal_type":"discovery_unusual_volume_delta","source":"discovery_ingestor","url":"https://www.nasdaq.com/articles/anthropic-just-announced-huge-news-alphabet-and-broadcom","value":{"fp":"815d2dbc027374f6","kind":"unusual_volume","published_at":"2026-04-22T06:20:00+00:00","source":"Nasdaq Markets","summary":"Key PointsAlphabet and Broadcom's TPUs are starting to attract more clients.","tickers":[],"title":"Anthropic Just Announced Huge News for Alphabet and Broadcom","url":"https://www.nasdaq.com/articles/anthropic-just-announced-huge-news-alphabet-and-broadcom"}}...
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rss
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1.0
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discovery_unusual_volume_delta:a5e0ff1e77ad165f
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NULL
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2026-04-22T07:06:47.010141+00:00
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22418
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evt_a3a15d931ca3
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planner_plan_built
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2026-04-11T09:46:10.562450+00:00
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planner
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[]
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{"day":"2026-04-11","plan" {"day":"2026-04-11","plan":{"day":"2026-04-11","do_now":[],"do_today":[],"meta":{"built_at":"2026-04-11T09:46:10.562450+00:00","daily_synthesis_source":"fallback","day":"2026-04-11","filters":{"deduped":0,"internal_shadow":0,"noise_signal":1,"stale":4,"stale_question":0,"stale_workflow":0},"fingerprint":"0385223aaa064cfe512eac687c9db08d911c5b20","intelligence_directives":[],"limits":{"limit_inbox":250,"limit_pending":50,"max_do_now":5,"max_do_today":7,"max_must_do":5,"max_park":25,"max_should_do":7,"max_waiting":5},"owner_context":{"active_projects":[],"commitments":[],"top_focus":null,"work_focus":null},"planner_model":"gpt-5.4-nano","source":"planner","timezone":"America/New_York","week_start":"2026-04-06"},"must_do":[],"notes":[],"one_thing":null,"parked":[],"should_do":[],"version":"planner_v3_hybrid","waiting":[]},"stats":{"builder":"deterministic_v2","counts":{"actionable":0,"do_now":0,"do_today":0,"inbox_in":0,"must_do":0,"parked":0,"pending_in":0,"should_do":0,"visible":0,"waiting":0},"daily_synthesis_source":"fallback","fingerprint":"0385223aaa064cfe512eac687c9db08d911c5b20","planner_model":"gpt-5.4-nano"}}...
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NULL
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1.0
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planner_plan_built:2026-04-11:7628bfaa1c641cc96f89 planner_plan_built:2026-04-11:7628bfaa1c641cc96f89d97bb89727ce8f8b5a9f...
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NULL
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2026-04-11T09:46:10.834093+00:00
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476402
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evt_a3a05e8d125e
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signal_candidate_ingest
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2026-04-22T00:01:09.681092+00:00
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collector:discovery
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[]
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{"created_at":"2026-04-22T00:01:09.681 {"created_at":"2026-04-22T00:01:09.681092+00:00","signal_type":"discovery_earnings_calendar_delta","source":"discovery_earnings_calendar","value":{"earnings_date":"2026-04-29","earnings_time_hint":"time N/A","eps_estimate":"6.8759","fp":"0ac9212b270d268b","kind":"earnings_calendar","published_at":"2026-04-29T00:00:00Z","revenue_estimate":"9325035080","source":"earnings_calendar","summary":"Earnings date 2026-04-29 \u00b7 Time time N/A \u00b7 EPS est 6.8759 \u00b7 Revenue est 9325035080","ticker":"LAD","tickers":["LAD"],"title":"LAD earnings on 2026-04-29 (time N/A)","url":""}}...
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earnings:calendar
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1.0
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discovery_earnings_calendar_delta:28178e9eb85e4a3c
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NULL
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2026-04-22T00:01:31.479709+00:00
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482588
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evt_a39fd78748f1
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artifact_upsert
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2026-04-22T16:25:09.745391+00:00
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planner
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[]
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{"artifact_id":"art_daily_plan_2026-04 {"artifact_id":"art_daily_plan_2026-04-22","confidence":0.95,"created_at":"2026-04-22T16:25:09.745391+00:00","evidence_event_ids":[],"kind":"daily_plan","meta":{"day":"2026-04-22","fingerprint":"f6f0c9668242ec7d6a996142573bf47735150957","plan_fingerprint":"4e214ca0962c2aa94b17977ee3877a0dafffd243","source":"planner"},"output_json":{"day":"2026-04-22","plan":{"day":"2026-04-22","do_now":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:447dc4660d","headline":"User consented to having a sub-agent fetch today's weather in Atlanta (temperature, precipitation, wind, and a short outlook) from a public weather source. (commitment)","id":"commitment:447dc4660d","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":"2026-04-20T19:15:41.354822+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."},{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:92809a1d1c","headline":"User consented to the assistant spinning up a quick lookup agent to fetch Atlanta\u2019s current weather conditions (temperature/feels-like, wind, precipitation) and report back. (commitment)","id":"commitment:92809a1d1c","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":"2026-04-20T21:16:34.571771+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."},{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:7f45d017b8","headline":"User may request canceling an in-progress agent run. (commitment)","id":"commitment:7f45d017b8","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":"2026-04-21T00:12:26.470949+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."},{"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":44.0,"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."},{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":null,"headline":"I can\u2019t reliably access IMDb/Google results (blocked by bot protection). 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(commitment)","id":"commitment:b7f612c308","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":40.0,"score_hint":0.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-22T11:06:58.192333+00:00","urgency":"low","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."},{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:d08cc22c65","headline":"When asked for approval to start an agent run, the user approves. (commitment)","id":"commitment:d08cc22c65","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":40.0,"score_hint":0.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-22T12:08:35.363164+00:00","urgency":"low","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."},{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:4d8134effe","headline":"User approved starting an agent run to perform a live, multi-source research lookup for the reunion release date and streaming platform in this thread. (commitment)","id":"commitment:4d8134effe","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":35.0,"score_hint":0.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-20T22:29:29.009910+00:00","urgency":"low","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."}],"meta":{"built_at":"2026-04-22T16:25:09.745391+00:00","daily_synthesis_source":"fallback","day":"2026-04-22","filters":{"deduped":0,"internal_shadow":0,"noise_signal":2,"stale":2,"stale_question":0,"stale_workflow":0},"fingerprint":"1fef454773ee41345fcf06df1cdedc6b8148ef1f","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":"2026-04-20"},"must_do":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:447dc4660d","headline":"User consented to having a sub-agent fetch today's weather in Atlanta (temperature, precipitation, wind, and a short outlook) from a public weather source. (commitment)","id":"commitment:447dc4660d","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":"2026-04-20T19:15:41.354822+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."},{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:92809a1d1c","headline":"User consented to the assistant spinning up a quick lookup agent to fetch Atlanta\u2019s current weather conditions (temperature/feels-like, wind, precipitation) and report back. (commitment)","id":"commitment:92809a1d1c","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":"2026-04-20T21:16:34.571771+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."},{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:7f45d017b8","headline":"User may request canceling an in-progress agent run. (commitment)","id":"commitment:7f45d017b8","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":"2026-04-21T00:12:26.470949+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."},{"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":44.0,"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."},{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":null,"headline":"I can\u2019t reliably access IMDb/Google results (blocked by bot protection). What exactly do you need: the release date of \u2026","id":"pend_43849a3247","kind":"followup","links":{"action_id":null,"action_type":null,"approval_id":null,"choices":[{"label":"US / Lifetime"},{"label":"US / Netflix"},{"label":"UK / Channel 4"},{"label":"Other (tell me platform + country)"}],"event_id":"","pending_kind":"agent_question","source":"agent_mgr","thread_id":"thr_f38c8084d3d4b83681"},"next_touch_at_iso":null,"route":"today","score":41.0,"score_hint":0.0,"source_kind":"pending","tags":["agent_question"],"ts":"2026-04-21T22:49:19.639665+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"This needs user input to move forward."}],"notes":[],"one_thing":{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:447dc4660d","headline":"User consented to having a sub-agent fetch today's weather in Atlanta (temperature, precipitation, wind, and a short outlook) from a public weather source. (commitment)","id":"commitment:447dc4660d","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":"2026-04-20T19:15:41.354822+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."},"parked":[],"should_do":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:b7f612c308","headline":"User approved starting an agent run to draft and format the surprising fake official memo. (commitment)","id":"commitment:b7f612c308","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":40.0,"score_hint":0.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-22T11:06:58.192333+00:00","urgency":"low","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."},{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:d08cc22c65","headline":"When asked for approval to start an agent run, the user approves. (commitment)","id":"commitment:d08cc22c65","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":40.0,"score_hint":0.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-22T12:08:35.363164+00:00","urgency":"low","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."},{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:4d8134effe","headline":"User approved starting an agent run to perform a live, multi-source research lookup for the reunion release date and streaming platform in this thread. (commitment)","id":"commitment:4d8134effe","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":35.0,"score_hint":0.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-20T22:29:29.009910+00:00","urgency":"low","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."}],"version":"planner_v3_hybrid","waiting":[]},"stats":{"builder":"deterministic_v2","counts":{"actionable":8,"do_now":5,"do_today":3,"inbox_in":7,"must_do":5,"parked":0,"pending_in":1,"should_do":3,"visible":8,"waiting":0},"daily_synthesis_source":"fallback","fingerprint":"1fef454773ee41345fcf06df1cdedc6b8148ef1f","planner_model":"gpt-5.4-nano"}},"output_mrkdwn":"*Daily Plan* \u2014 2026-04-22\n\n*One thing:* User consented to having a sub-agent fetch today's weather in Atlanta (temperature, precipitation, wind, and a short outlook) from a public weather source. (commitment)\nWhy: Open commitment in commitment.\n\n*Do now:*\n\u2022 User consented to having a sub-agent fetch today's weather in Atlanta (temperature, precipitation, wind, and a short outlook) from a public weather source. (commitment) \u2014 Open commitment in commitment.\n\u2022 User consented to the assistant spinning up a quick lookup agent to fetch Atlanta\u2019s current weather conditions (temperature/feels-like, wind, precipitation) and report back. (commitment) \u2014 Open commitment in commitment.\n\u2022 User may request canceling an in-progress agent run. (commitment) \u2014 Open commitment in commitment.\n\u2022 User approved starting an agent run to search for Atlanta date-night restaurants. (commitment) \u2014 Open commitment in commitment.\n\u2022 I can\u2019t reliably access IMDb/Google results (blocked by bot protection). What exactly do you need: the release date of \u2026 \u2014 This needs user input to move forward.\n\n*Do today:*\n\u2022 User approved starting an agent run to draft and format the surprising fake official memo. (commitment) \u2014 Open commitment in commitment.\n\u2022 When asked for approval to start an agent run, the user approves. (commitment) \u2014 Open commitment in commitment.\n\u2022 User approved starting an agent run to perform a live, multi-source research lookup for the reunion release date and streaming platform in this thread. (commitment) \u2014 Open commitment in commitment.","ready_at":"2026-04-22T16:25:09.745391+00:00","status":"ready","summary":"User consented to having a sub-agent fetch today's weather in Atlanta (temperature, precipitation, wind, and a short outlook) from a public weather source. (commitment)","title":"Daily Plan 2026-04-22","updated_at":"2026-04-22T16:25:09.745391+00:00"}...
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NULL
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0.95
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artifact_upsert:daily_plan:2026-04-22:f6f0c9668242 artifact_upsert:daily_plan:2026-04-22:f6f0c9668242ec7d6a996142573bf47735150957...
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NULL
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2026-04-22T16:25:10.642725+00:00
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Edit
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469020
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evt_a39d3b082450
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signal_candidate_ingest
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2026-04-21T03:09:54.871544+00:00
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collector:discovery
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[]
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{"created_at":"2026-04-21T03:09:54.871 {"created_at":"2026-04-21T03:09:54.871544+00:00","signal_type":"discovery_sec_filing_delta","source":"discovery_sec_filings","url":"https://www.sec.gov/Archives/edgar/data/1524025/0001628280-26-025880.txt","value":{"company":"TILLY'S, INC.","form_type":"DEF 14A","fp":"d9e58c8182a64a07","kind":"sec_filing","published_at":"20260420","source":"sec_edgar","summary":"Form DEF 14A \u00b7 TILLY'S, INC. \u00b7 Filed 20260420","ticker":"TLYS","tickers":["TLYS"],"title":"TLYS filed DEF 14A","url":"https://www.sec.gov/Archives/edgar/data/1524025/0001628280-26-025880.txt"}}...
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sec:edgar
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1.0
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discovery_sec_filing_delta:068e2d99455e9827
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NULL
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2026-04-21T03:10:06.772915+00:00
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Edit
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464433
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evt_a39c5b030a69
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opportunity_drop_decision
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2026-04-20T19:01:54.852370+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-20T19:01:54.852337+00:0 {"at":"2026-04-20T19:01:54.852337+00:00","entity_key":"equity:YELP","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_e6879219f10b","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-20T19:01:54.852373+00:00
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465094
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evt_a39c56c02265
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planner_plan_built
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2026-04-20T20:06:36.543591+00:00
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planner
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[]
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{"day":"2026-04-20","plan" {"day":"2026-04-20","plan":{"day":"2026-04-20","do_now":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:447dc4660d","headline":"User consented to having a sub-agent fetch today's weather in Atlanta (temperature, precipitation, wind, and a short outlook) from a public weather source. (commitment)","id":"commitment:447dc4660d","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":52.0,"score_hint":4.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-20T19:15:41.354822+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."},{"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":44.0,"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":"2026-04-20T20:06:36.543591+00:00","daily_synthesis_source":"fallback","day":"2026-04-20","filters":{"deduped":0,"internal_shadow":0,"noise_signal":2,"stale":2,"stale_question":0,"stale_workflow":0},"fingerprint":"42fd9df3c7cca40e216837cee6faebb60eace4c7","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":"2026-04-20"},"must_do":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:447dc4660d","headline":"User consented to having a sub-agent fetch today's weather in Atlanta (temperature, precipitation, wind, and a short outlook) from a public weather source. (commitment)","id":"commitment:447dc4660d","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":52.0,"score_hint":4.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-20T19:15:41.354822+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."},{"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":44.0,"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:447dc4660d","headline":"User consented to having a sub-agent fetch today's weather in Atlanta (temperature, precipitation, wind, and a short outlook) from a public weather source. (commitment)","id":"commitment:447dc4660d","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":52.0,"score_hint":4.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-20T19:15:41.354822+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":2,"do_now":2,"do_today":0,"inbox_in":2,"must_do":2,"parked":0,"pending_in":0,"should_do":0,"visible":2,"waiting":0},"daily_synthesis_source":"fallback","fingerprint":"42fd9df3c7cca40e216837cee6faebb60eace4c7","planner_model":"gpt-5.4-nano"}}...
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NULL
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1.0
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planner_plan_built:2026-04-20:b5b613171950bb871a50 planner_plan_built:2026-04-20:b5b613171950bb871a50fd32aa2a7f92541c929b...
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NULL
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2026-04-20T20:06:36.682968+00:00
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482009
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evt_a39bae846e93
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signal_candidate_ingest
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2026-04-22T14:13:37.135360+00:00
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collector:discovery
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[]
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{"created_at":"2026-04-22T14:13:37.135 {"created_at":"2026-04-22T14:13:37.135360+00:00","signal_type":"discovery_unusual_volume_delta","source":"discovery_ingestor","url":"https://www.nasdaq.com/articles/how-geopolitical-tensions-could-impact-your-portfolio-spring","value":{"fp":"1e55454919c2e8c6","kind":"unusual_volume","published_at":"2026-04-22T13:35:00+00:00","source":"Nasdaq Markets","summary":"Key PointsInvestors need to prepare for the possibility of a recession if the war continues.","tickers":[],"title":"How Geopolitical Tensions Could Impact Your Portfolio This Spring","url":"https://www.nasdaq.com/articles/how-geopolitical-tensions-could-impact-your-portfolio-spring"}}...
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rss
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1.0
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discovery_unusual_volume_delta:c04dde65af0ffb88
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NULL
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2026-04-22T14:13:43.631170+00:00
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351987
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evt_a39b5b25b7ca
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signal_candidate_ingest
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2026-04-20T00:00:14.081266+00:00
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collector:discovery
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[]
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{"created_at":"2026-04-20T00:00:14.081 {"created_at":"2026-04-20T00:00:14.081266+00:00","signal_type":"discovery_earnings_calendar_delta","source":"discovery_earnings_calendar","value":{"earnings_date":"2026-04-24","earnings_time_hint":"time N/A","eps_estimate":"None","fp":"70aa55618ab873d3","kind":"earnings_calendar","published_at":"2026-04-24T00:00:00Z","revenue_estimate":"None","source":"earnings_calendar","summary":"Earnings date 2026-04-24 \u00b7 Time time N/A \u00b7 EPS est None \u00b7 Revenue est None","ticker":"AIFU","tickers":["AIFU"],"title":"AIFU earnings on 2026-04-24 (time N/A)","url":""}}...
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earnings:calendar
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1.0
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discovery_earnings_calendar_delta:b47049604ff03f4d
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NULL
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2026-04-20T00:00:31.461800+00:00
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473072
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evt_a39842626da5
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signal_emitted
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2026-04-21T20:38:03.706273+00:00
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technical_analyzer
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[]
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{"created_at":"2026-04-21T20:38:03.706 {"created_at":"2026-04-21T20:38:03.706273+00:00","reason_trace":{"cutoff_iso":"2026-04-18T20:38:03Z","eligible_timeframes":["1d"],"market_now":"2026-04-21T16:38:03.706291-04:00","period_key":"2026-04-21","recent_signal_hours":72,"signal_timestamp":"2026-04-21T00:00:00Z","strategy":"ema_signals"},"severity":"medium","signal_type":"technical_indicator_signal","source":"technical_analyzer","value":{"bars":600,"confidence":0.49775833692220434,"details":{"atr_14":0.458156,"bars":600,"ema_fast":7.140463907512938,"ema_price":7.140463907512938,"ema_slow":7.136955919022699,"fast_length":12,"fast_slope":-0.001283,"price_ema_length":12,"recent_matches":[{"close":8.949999809265137,"ema_fast":9.397237730806735,"ema_price":9.397237730806735,"ema_slow":9.155813037548967,"timestamp":"2025-11-20T00:00:00+00:00","volume":832500.0},{"close":12.3100004196167,"ema_fast":12.31314317105411,"ema_price":12.31314317105411,"ema_slow":11.540529175199683,"timestamp":"2025-12-18T00:00:00+00:00","volume":787500.0},{"close":8.399999618530273,"ema_fast":8.405372503777855,"ema_price":8.405372503777855,"ema_slow":8.855986523882658,"timestamp":"2026-02-19T00:00:00+00:00","volume":873200.0},{"close":7.920000076293945,"ema_fast":8.501418909423178,"ema_price":8.501418909423178,"ema_slow":8.77617931876241,"timestamp":"2026-02-26T00:00:00+00:00","volume":1594100.0},{"close":7.090000152587891,"ema_fast":7.140463907512938,"ema_price":7.140463907512938,"ema_slow":7.136955919022699,"timestamp":"2026-04-21T00:00:00+00:00","volume":713068.0}],"rel_gap":0.000492,"rel_price_gap":0.007067,"signal":{"close":7.090000152587891,"timestamp":"2026-04-21T00:00:00Z"},"slow_length":26},"direction":"down","last_buy":null,"last_sell":null,"magnitude":0.028269174428261653,"price":7.090000152587891,"recent_buys":[],"recent_sells":[],"signal":{"close":7.090000152587891,"timestamp":"2026-04-21T00:00:00Z"},"signal_kind":"priceBelowEma12","strategy":"ema_signals","ticker":"RXST","timeframe":"1d","timeframe_bucket":"daily"}}...
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NULL
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0.49775833692220434
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ta:technical_indicator_signal:priceBelowEma12:ema_ ta:technical_indicator_signal:priceBelowEma12:ema_signals:RXST:1d:2026-04-21T00:00:00Z:2026-04-21...
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NULL
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2026-04-21T20:38:52.602813+00:00
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467891
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evt_a3953c6c0360
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approval_applied
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2026-04-21T00:14:28.268634+00:00
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NULL
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[]
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{"action_fp":"4c963ec8b5181774cddb5914 {"action_fp":"4c963ec8b5181774cddb5914b8e9955a","action_id":"act_bf21a9e8fbc5","applied_at":"2026-04-21T00:14:28.268634+00:00","approval_id":"appr_71fd22e5dc","status":"applied","thread_id":"thr_fa0939bb3087e5c979"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-21T00:14:28.285525+00:00
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470803
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evt_a39400d33043
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llm_usage
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2026-04-21T11:35:38.175287+00:00
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llm:openai
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[]
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{"cost_usd":0.002027,"meta":{" {"cost_usd":0.002027,"meta":{"feature":null,"governance":{"chars_trimmed":18326,"complexity":"high","cost_24h_usd":1.594426,"enabled":true,"governance_version":"v1","input_budget_tokens":9000,"input_tokens_final":1838,"input_tokens_original":1838,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":1800,"output_tokens_final":1800,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:intel_triage","complexity:high","pressure:normal","context_trimmed","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":4680,"response_format_type":"json_schema","schema_name":"intel_triage_v1","selected_model":"gpt-5.4-nano","task_class":"intel_triage"},"max_output_tokens":1800,"requested_max_output_tokens":4680,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_03e0bee4266883200069e761002ec88195a05cf3fbc4dabed2","usage":{"input_tokens":1961,"input_tokens_details":{"cached_tokens":1792},"output_tokens":1308,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":3269}}...
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NULL
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0.0
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llm_usage:resp_03e0bee4266883200069e761002ec88195a llm_usage:resp_03e0bee4266883200069e761002ec88195a05cf3fbc4dabed2...
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NULL
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2026-04-21T11:35:38.175391+00:00
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