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61947
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evt_867deda81e8c
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artifact_upsert
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2026-04-17T03:26:51.628880+00:00
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opportunity_finder
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[]
|
{"artifact_id":"artf_thesis_a31b728d33 {"artifact_id":"artf_thesis_a31b728d3316dbc0","evidence_event_ids":["evt_b4d9616434ce","evt_88fe105b38f3","evt_5ce647cb71c9","evt_7df7bc422d50"],"kind":"opportunity_thesis","meta":{"confidence":0.4127,"lane":"monitor","morning_holdback":false,"rank_score":0.4127,"theme_keys":[],"urgency_reason":"not_urgent","urgent":false},"output_json":{"artifact_kind_detail":"research_thesis","catalysts":[],"confidence":0.4127,"decision_reason_codes":["research_thesis"],"headline":"On April 16, 2026, The York Water Company issued a press release announcing the pricing of its public offering of shares of its common stock, and attached it as Exhibit 99.1 in its Form 8-K.","investigation_questions":["The specific offering terms are not included in the provided text (e.g., number of shares, offering price, gross/net proceeds, underwrite...","The content of Exhibit 99.1 is not provided in the extracted text, so the exact pricing details cannot be confirmed here.","The specific transaction type (e.g., buy/sell), number of shares, and exact price/consideration are not explicitly described in the provi...","No prior known state is included in the prompt, so the \"delta\" (what changed vs prior) cannot be determined from the provided text alone."],"portfolio_fit":{"applied":false,"boost":0.0,"exit_risk_flagged":false,"hedge_suggested":null,"matched_holdings":[],"matched_watchlist":[],"stub_version":"v1","why_you":""},"related_tickers":["YORW"],"risk_level":"medium","theme_keys":[],"thesis":"Form 8-K \u00b7 YORK WATER CO \u00b7 Filed 20260416; Filing type: Form 8-K (Current Report).; Issuer: The York Water Company (YORW). \u2014 Signal convergence: On April 16, 2026, The York Water Company issued a press release announcing the pricing of its public offering of shares of its common stock, and attached it as Exhibit 99.1 in its Form 8-K. [neutral]"},"ready_at":"2026-04-17T03:26:51.628880+00:00","status":"ready","summary":"Form 8-K \u00b7 YORK WATER CO \u00b7 Filed 20260416; Filing type: Form 8-K (Current Report).; Issuer: The York Water Company (YORW). \u2014 Signal convergence: On April 16, 2026, The York Water Company issued a press release announcing the pricing of its public offering of shares of its common stock, and attached it as Exhibit 99.1 in its Form 8-K. [neutral]","title":"[THESIS] YORW \u2014 On April 16, 2026, The York Water Company issued a press release announcing the pricing of its public offering of shares of its common stock, and attached it as Exhibit 99.1 in its For","updated_at":"2026-04-17T03:26:51.628880+00:00"}...
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NULL
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0.4127
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artifact_opportunity_thesis:artf_thesis_a31b728d33 artifact_opportunity_thesis:artf_thesis_a31b728d3316dbc0...
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NULL
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2026-04-17T03:27:09.047904+00:00
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Edit
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455021
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evt_867d9d79a668
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episode_upsert
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2026-04-20T16:43:50.937358+00:00
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episode_reconciler
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["ep_ec0c739d4da8"]
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{"episode":{"actions":[],"appr {"episode":{"actions":[],"approval_ids":[],"completed_at":"2026-04-20T16:43:50.937245Z","created_at":"2026-04-20T16:39:34.855206Z","errors":[],"event_id":"evt_f3c76e27d749","events":[{"at":"2026-04-20T16:39:34.855215Z","data":{"event_id":"evt_f3c76e27d749","thread_id":"thr_8fd31f45ff01758dc4","turn_id":"turn_evt_f3c76e27d749"},"kind":"created"}],"id":"ep_ec0c739d4da8","notes":["auto_resolved: no pending, no blocking approvals, no remaining actions"],"pending_id":null,"router":{"confidence":0.55,"followup_question":null,"needs_followup":false,"normalized_text":"","trace_id":null},"source":"slack","stage":"resolved","summary":{"applied_types":[],"approval_ids":[],"headline":null,"last_primary_text":null,"last_secondary_text":null,"pending_id":null},"thread_id":"thr_8fd31f45ff01758dc4","transcript":[],"triage":null,"updated_at":"2026-04-20T16:43:50.937249Z","user_label":"U080CUSS45P"},"episode_id":"ep_ec0c739d4da8"}...
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NULL
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1.0
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NULL
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ep_ec0c739d4da8
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2026-04-20T16:43:50.937411+00:00
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Edit
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52384
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evt_867d4f349968
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llm_usage
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2026-04-15T23:59:50.135552+00:00
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llm:openai
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[]
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{"cost_usd":0.001192,"meta":{" {"cost_usd":0.001192,"meta":{"governance":{"chars_trimmed":0,"complexity":"medium","cost_24h_usd":3.152971,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1005,"input_tokens_original":1005,"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_009bcb95f4fdc35f0069e026710bb08197bbb58b80c2f1d0b0","usage":{"input_tokens":1199,"input_tokens_details":{"cached_tokens":0},"output_tokens":762,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1961}}...
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NULL
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0.0
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llm_usage:resp_009bcb95f4fdc35f0069e026710bb08197b llm_usage:resp_009bcb95f4fdc35f0069e026710bb08197bbb58b80c2f1d0b0...
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NULL
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2026-04-15T23:59:50.135613+00:00
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420107
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evt_867cfa02d990
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entity_alias_upsert
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2026-04-20T10:16:52.058177+00:00
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resolver
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[]
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{"alias_type":"name","alias_va {"alias_type":"name","alias_value":"msbhf","confidence":0.7,"entity_id":"equity:MSBHF","source_event_id":"evt_3bbcf9ab77b6"}...
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NULL
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1.0
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entity_alias:name:msbhf:equity:MSBHF
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NULL
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2026-04-20T10:16:52.064493+00:00
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Edit
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304944
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evt_867c2c4bbc0e
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signal_ingest
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2026-04-19T12:24:54.067894+00:00
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daemon:signal_enrichment
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[]
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{"created_at":"2026-04-19T12:01:22.878 {"created_at":"2026-04-19T12:01:22.878379+00:00","dedupe_key":"signal_enriched:news_delta:936f12b3898f225a","evidence_event_ids":["evt_62ce0b90ab32"],"signal_type":"news_headline_delta","source":"news_rss","value":{"aggregator_url":"https://news.google.com/rss/articles/CBMipwFBVV95cUxPZ01JZ0N1blhMWnNyNVpkd3RHWUpWRzgweWxacXFGV2JkQmM3SlduTlJPTlJqUkY3SjhXM0lIZUdxN2dWSHBrVWJ0eFBlckxHd0g0NWdhdHFIMTFuNWxYdUNWb25kekxEUGJNRFB2SHVWTk9vdVdSMkp4b1ZySE1aM3pKQWFnYkg2MUhpS3h2V0dYVzdjbTRQcXV6WktCQzFlN0VDdW5Nbw?oc=5","as_of":"2026-04-19T12:01:22.878379+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/CBMipwFBVV95cUxPZ01JZ0N1blhMWnNyNVpkd3RHWUpWRzgweWxacXFGV2JkQmM3SlduTlJPTlJqUkY3SjhXM0lIZUdxN2dWSHBrVWJ0eFBlckxHd0g0NWdhdHFIMTFuNWxYdUNWb25kekxEUGJNRFB2SHVWTk9vdVdSMkp4b1ZySE1aM3pKQWFnYkg2MUhpS3h2V0dYVzdjbTRQcXV6WktCQzFlN0VDdW5Nbw?oc=5","article_chars":0,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_b90a37a024b0aa58","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":"2026-04-19T12:24:54.067847+00:00","extraction_method":"none","fetched_description":"","fetched_title":"","final_url":"https://news.google.com/rss/articles/CBMipwFBVV95cUxPZ01JZ0N1blhMWnNyNVpkd3RHWUpWRzgweWxacXFGV2JkQmM3SlduTlJPTlJqUkY3SjhXM0lIZUdxN2dWSHBrVWJ0eFBlckxHd0g0NWdhdHFIMTFuNWxYdUNWb25kekxEUGJNRFB2SHVWTk9vdVdSMkp4b1ZySE1aM3pKQWFnYkg2MUhpS3h2V0dYVzdjbTRQcXV6WktCQzFlN0VDdW5Nbw?oc=5&hl=en-US&gl=US&ceid=US:en","html_truncated":true,"paywall_likely":false,"publisher_domain":"theguardian.com","publisher_resolution":"payload_source_domain","requested_url":"https://news.google.com/rss/articles/CBMipwFBVV95cUxPZ01JZ0N1blhMWnNyNVpkd3RHWUpWRzgweWxacXFGV2JkQmM3SlduTlJPTlJqUkY3SjhXM0lIZUdxN2dWSHBrVWJ0eFBlckxHd0g0NWdhdHFIMTFuNWxYdUNWb25kekxEUGJNRFB2SHVWTk9vdVdSMkp4b1ZySE1aM3pKQWFnYkg2MUhpS3h2V0dYVzdjbTRQcXV6WktCQzFlN0VDdW5Nbw?oc=5","source_event_id":"evt_62ce0b90ab32","source_quality":"empty","status_code":200,"version":"signal_enrichment_v2"},"fp":"d2422e7d0e0791a1","published_at":"2026-04-19T11:01:00+00:00","publisher_domain":"theguardian.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: How to train your brain to see possibility instead of doom - The Guardian","Source summary: How to train your brain to see possibility instead of doom The Guardian How to navigate uncertainty in an increasingly uncertain world Fast Company Freaked out by the news? Tips for staying calm through the doom-soaked headlines Jacksonville Journal-Courier Freaked out by the news? Tips for staying calm from ex-refugees, hostages and 'uncertainty experts' AOL.com"],"numeric_claims":[],"primary_claim":"How to train your brain to see possibility instead of doom - The Guardian","relevance_score":0.46,"sentiment":"neutral","source_quality":"unknown","summary":"How to train your brain to see possibility instead of doom The Guardian How to navigate uncertainty in an increasingly uncertain world Fast Company Freaked out by the news? Tips for staying calm through the doom-soaked headlines Jacksonville Journal-Courier Freaked out by the news? Tips for staying calm from ex-refugees, hostages and 'uncertainty experts' AOL.com","topics":["news headline"]},"source":"The Guardian","source_domain":"theguardian.com","source_url":"https://www.theguardian.com","summary":"How to train your brain to see possibility instead of doom The Guardian How to navigate uncertainty in an increasingly uncertain world Fast Company Freaked out by the news? Tips for staying calm through the doom-soaked headlines Jacksonville Journal-Courier Freaked out by the news? Tips for staying calm from ex-refugees, hostages and 'uncertainty experts' AOL.com","title":"How to train your brain to see possibility instead of doom - The Guardian","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_b90a37a024b0aa58
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0.42
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signal_enriched:news_delta:936f12b3898f225a
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NULL
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2026-04-19T12:24:54.067996+00:00
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Edit
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24706
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evt_8679103b09ad
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system
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2026-04-11T21:20:52.526644+00:00
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housekeeping
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[]
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{"at":"2026-04-11T21:20:52.526644+00:0 {"at":"2026-04-11T21:20:52.526644+00:00","queue":{"cutoff_iso":"2026-04-11T21:10:52.535446+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":44,"leased":1,"queued":5}},"reducers":{"max_seq":24705,"stale":[],"stale_minutes":10,"top":[{"cursor":6000,"lag":18705,"max_pos":24705,"reducer":"commitment_checkin_answers_v1","stream":"events","updated_at":"2026-04-11T21:17:28.631Z"},{"cursor":24697,"lag":8,"max_pos":24705,"reducer":"memory_ingest:default","stream":"events","updated_at":"2026-04-11T21:17:54.867Z"},{"cursor":24705,"lag":0,"max_pos":24705,"reducer":"resolver_v3","stream":"events","updated_at":"2026-04-11T21:20:45.691Z"},{"cursor":24705,"lag":0,"max_pos":24705,"reducer":"entity_reducer_v2_deterministic","stream":"events","updated_at":"2026-04-11T21:19:54.975Z"},{"cursor":24705,"lag":0,"max_pos":24705,"reducer":"entity_alias_reducer_v2","stream":"events","updated_at":"2026-04-11T21:19:55.004Z"},{"cursor":24705,"lag":0,"max_pos":24705,"reducer":"event_subjects_reducer_v2","stream":"events","updated_at":"2026-04-11T21:19:55.036Z"},{"cursor":24705,"lag":0,"max_pos":24705,"reducer":"fact_reducer_v2_deterministic","stream":"events","updated_at":"2026-04-11T21:19:55.064Z"},{"cursor":24705,"lag":0,"max_pos":24705,"reducer":"signal_reducer_v1","stream":"events","updated_at":"2026-04-11T21:19:55.105Z"},{"cursor":24705,"lag":0,"max_pos":24705,"reducer":"signal_fp_reducer_v1","stream":"events","updated_at":"2026-04-11T21:19:55.146Z"},{"cursor":24705,"lag":0,"max_pos":24705,"reducer":"signal_candidate_reducer_v2","stream":"events","updated_at":"2026-04-11T21:19:55.185Z"}],"worst_lag":18705,"worst_reducer":"commitment_checkin_answers_v1"},"subsystem":"housekeeping"}...
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NULL
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1.0
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system_housekeeping:2026-04-11T21:20:00Z
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NULL
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2026-04-11T21:20:52.621001+00:00
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Edit
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64884
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evt_867811a1ce28
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llm_usage
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2026-04-17T15:41:00.307875+00:00
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llm:openai
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[]
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{"cost_usd":0.001157,"meta":{" {"cost_usd":0.001157,"meta":{"governance":{"chars_trimmed":0,"complexity":"medium","cost_24h_usd":1.722791,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1252,"input_tokens_original":1252,"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_08dca8818b5bccfc0069e2548638f88194b386e014555d2891","usage":{"input_tokens":1441,"input_tokens_details":{"cached_tokens":0},"output_tokens":695,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2136}}...
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NULL
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0.0
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llm_usage:resp_08dca8818b5bccfc0069e2548638f88194b llm_usage:resp_08dca8818b5bccfc0069e2548638f88194b386e014555d2891...
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NULL
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2026-04-17T15:41:00.307924+00:00
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Edit
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399001
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evt_86764709ab19
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signal_candidate_ingest
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2026-04-20T07:05:40.083399+00:00
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collector:discovery
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[]
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{"created_at":"2026-04-20T07:05:40.083 {"created_at":"2026-04-20T07:05:40.083399+00:00","signal_type":"discovery_ipo_delta","source":"discovery_ingestor","url":"https://news.google.com/rss/articles/CBMie0FVX3lxTE1yclhOa3o4a0I4c1hlRFZJWkxIQ1lQRkdkaU92LTQzSThuTnVyQnN4SjVVT1l0WUZtQTZQSGVDajhadTdNVWgzWG0yQVEzZmgtdFlEU3pheVR3MWlXdjhOTHh3SGVkcjc0dGp4R0xaeFNFUzB4VXQ3OExLUQ?oc=5","value":{"fp":"00c6341a71d5d966","kind":"ipo_calendar","published_at":"2026-04-20T06:00:00+00:00","source":"EU.COM","summary":"Has Europe\u2019s IPO window closed for good? EU.COM","tickers":[],"title":"Has Europe\u2019s IPO window closed for good? - EU.COM","url":"https://news.google.com/rss/articles/CBMie0FVX3lxTE1yclhOa3o4a0I4c1hlRFZJWkxIQ1lQRkdkaU92LTQzSThuTnVyQnN4SjVVT1l0WUZtQTZQSGVDajhadTdNVWgzWG0yQVEzZmgtdFlEU3pheVR3MWlXdjhOTHh3SGVkcjc0dGp4R0xaeFNFUzB4VXQ3OExLUQ?oc=5"}}...
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rss
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1.0
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discovery_ipo_delta:485b0367ae02253b
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NULL
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2026-04-20T07:05:45.140707+00:00
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31825
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evt_867612f9bc36
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dead_letter
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2026-04-13T01:36:13.832945+00:00
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worker
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[]
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{"created_at":"2026-04-13T01:36:13.832 {"created_at":"2026-04-13T01:36:13.832945+00:00","dedupe_key":"job_dead:job_observability_tick_731d307f439f:349:5","error":"ImportError: cannot import name 'observability_tick' from 'opia_core.runtime.daemons.lifecycle' (/app/opia_core/runtime/daemons/lifecycle/__init__.py)","payload":{"attempts":349,"job_id":"job_observability_tick_731d307f439f","job_type":"observability_tick","kind":"job_dead_letter","last_error":"cannot import name 'observability_tick' from 'opia_core.runtime.daemons.lifecycle' (/app/opia_core/runtime/daemons/lifecycle/__init__.py)","leased_at":"2026-04-13T01:36:13.698826+00:00","max_attempts":5,"params":{"interval_s":300},"traceback":"Traceback (most recent call last):\n File \"/app/opia_core/runtime/daemons/worker.py\", line 142, in tick\n out = handler(params)\n ^^^^^^^^^^^^^^^\n File \"/app/opia_core/scheduler/handlers.py\", line 49, in <lambda>\n \"observability_tick\": lambda p: _lazy_observability_tick(ctx, p),\n ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\n File \"/app/opia_core/scheduler/handlers.py\", line 245, in _lazy_observability_tick\n from opia_core.runtime.daemons.lifecycle import observability_tick\nImportError: cannot import name 'observability_tick' from 'opia_core.runtime.daemons.lifecycle' (/app/opia_core/runtime/daemons/lifecycle/__init__.py). Did you mean: 'observability'?\n","worker":"observability"},"severity":"high","source":"worker"}...
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NULL
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1.0
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job_dead:job_observability_tick_731d307f439f:349:5
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NULL
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2026-04-13T01:36:13.842504+00:00
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Edit
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12516
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evt_867565816158
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artifact_upsert
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2026-04-10T01:58:36.558290+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_2026-04-09","confidence":0.95,"created_at":"2026-04-10T01:58:36.558290+00:00","evidence_event_ids":[],"kind":"daily_plan","meta":{"day":"2026-04-09","fingerprint":"5ba042bd1f03be778056d63fc9664cd8f73f1a54","plan_fingerprint":"565940fff4a46175aba970cea2311ebe774f3680","source":"planner"},"output_json":{"day":"2026-04-09","plan":{"day":"2026-04-09","do_now":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":null,"headline":"Technical indicator signal flagged high severity but is not user-visible","id":"sig:e63084a0acfa41f9","kind":"inbox","links":{"dedupe_key":"ta:technical_indicator_signal:bigMoveUp:big_move:CBNK:1d:2026-04-07T00:00:00Z:2026-04-09","evidence_event_ids":["evt_7f72ac3a0660"],"reason_trace":{"cutoff_iso":"2026-04-06T20:17:55Z","eligible_timeframes":["1d"],"market_now":"2026-04-09T16:17:55.410554-04:00","period_key":"2026-04-09","recent_signal_hours":72,"signal_timestamp":"2026-04-07T00:00:00Z","strategy":"big_move"},"severity":"high","signal_id":"sig_e5afb356d1b5","signal_type":"technical_indicator_signal","source":"technical_analyzer","topic_key":"signal:technical_indicator_signal:950ac63774ed8839","triage":{"action_hints":["schedule review to confirm whether the big-move signal still holds and whether any user-relevant action is warranted"],"confidence":0.62,"disposition":"park","entity_ids":[],"headline":"Technical indicator signal flagged high severity but is not user-visible","prior":{"family":"general","importance_band":"background","suggested_disposition":"park","suggested_route":"review","suggested_urgency":"low"},"priority_score":28.7,"rationale":"This is a background technical signal with no direct user-visible action required now, so it can be reviewed later for relevance/confirmation.","review_in_days":30,"route":"review","urgency":"low"},"user_visible":false},"next_touch_at_iso":null,"route":"review","score":28.0,"score_hint":0.0,"source_kind":"signal","tags":["family:general","priority:high","route:review","severity:high","signal","signal:technical_indicator_signal","source:technical_analyzer","triage:park","urgency:low"],"ts":"2026-04-09T20:17:55.410532+00:00","urgency":"low","user_visible":true,"waiting_on":null,"why_it_matters":"This is a background technical signal with no direct user-visible action required now, so it can be reviewed later for 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relevance/confirmation."}],"notes":[],"one_thing":{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":null,"headline":"Technical indicator signal flagged high severity but is not user-visible","id":"sig:e63084a0acfa41f9","kind":"inbox","links":{"dedupe_key":"ta:technical_indicator_signal:bigMoveUp:big_move:CBNK:1d:2026-04-07T00:00:00Z:2026-04-09","evidence_event_ids":["evt_7f72ac3a0660"],"reason_trace":{"cutoff_iso":"2026-04-06T20:17:55Z","eligible_timeframes":["1d"],"market_now":"2026-04-09T16:17:55.410554-04:00","period_key":"2026-04-09","recent_signal_hours":72,"signal_timestamp":"2026-04-07T00:00:00Z","strategy":"big_move"},"severity":"high","signal_id":"sig_e5afb356d1b5","signal_type":"technical_indicator_signal","source":"technical_analyzer","topic_key":"signal:technical_indicator_signal:950ac63774ed8839","triage":{"action_hints":["schedule review to confirm whether the big-move signal still holds and whether any user-relevant action is 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action required now, so it can be reviewed later for relevance/confirmation."},"parked":[],"should_do":[],"version":"planner_v3_hybrid","waiting":[]},"stats":{"builder":"deterministic_v2","counts":{"actionable":1,"do_now":1,"do_today":0,"inbox_in":1,"must_do":1,"parked":0,"pending_in":0,"should_do":0,"visible":1,"waiting":0},"daily_synthesis_source":"fallback","fingerprint":"88aae9bcc9e0e2d3331c5963c5817d201a8d3896","planner_model":"gpt-5.4-nano"}},"output_mrkdwn":"*Daily Plan* \u2014 2026-04-09\n\n*One thing:* Technical indicator signal flagged high severity but is not user-visible\nWhy: This is a background technical signal with no direct user-visible action required now, so it can be reviewed later for relevance/confirmation.\n\n*Do now:*\n\u2022 Technical indicator signal flagged high severity but is not user-visible \u2014 This is a background technical signal with no direct user-visible action required now, so it can be reviewed later for relevance/confirmation.\n\n*Intelligence:*\n\u2022 Do this next: Technical indicator signal flagged high severity but is not user-visible \u2014 This item is currently one of the highest-leverage moves for trajectory control.","ready_at":"2026-04-10T01:58:36.558290+00:00","status":"ready","summary":"Technical indicator signal flagged high severity but is not user-visible","title":"Daily Plan 2026-04-09","updated_at":"2026-04-10T01:58:36.558290+00:00"}...
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artifact_upsert:daily_plan:2026-04-09:5ba042bd1f03 artifact_upsert:daily_plan:2026-04-09:5ba042bd1f03be778056d63fc9664cd8f73f1a54...
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llm_usage
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2026-04-18T00:19:32.365153+00:00
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llm:openai
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[]
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{"cost_usd":0.000584,"meta":{" {"cost_usd":0.000584,"meta":{"feature":null,"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":2.479598,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":631,"input_tokens_original":631,"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_0d9215d7de9bb1f80069e2ce11487c819096d82cb1503cff3b","usage":{"input_tokens":918,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1238}}...
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llm_usage:resp_0d9215d7de9bb1f80069e2ce11487c81909 llm_usage:resp_0d9215d7de9bb1f80069e2ce11487c819096d82cb1503cff3b...
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2026-04-13T18:45:32.088463+00:00
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llm:openai
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{"cost_usd":0.000538,"meta":{" {"cost_usd":0.000538,"meta":{"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":2.42023,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":359,"input_tokens_original":359,"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_0036e1cac19739ad0069dd39c814808196874cca2b082964fd","usage":{"input_tokens":689,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1009}}...
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llm_usage:resp_0036e1cac19739ad0069dd39c8148081968 llm_usage:resp_0036e1cac19739ad0069dd39c814808196874cca2b082964fd...
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notification_sent
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2026-04-15T14:00:24.674728+00:00
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notifier
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[]
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{"channel_id":"C0A8Q869CNL","d {"channel_id":"C0A8Q869CNL","detail":{"channel_type":"slack_bot","error":null,"slack_channel":"C0A8Q869CNL","slack_ts":"1776261624.401709","thread_ts":null,"urgent":false},"kind":"attention_nudge","ok":1}...
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2026-04-15T14:00:24.674815+00:00
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proposal_materialized
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2026-04-20T23:13:57.110677+00:00
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proposal_materializer
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{"approval_ids":[],"created_actions {"approval_ids":[],"created_actions":[],"episode_id":"ep_7f6ddeb063a4","materialization_mode":"direct_answer","proposal_event_id":"evt_c6a843bce24a","proposal_id":"prop_3e24a5a3df760cecf08c80bc","queued_actions":[],"response_mode":"direct_answer","skipped_steps":[],"trigger_event_id":"evt_79f47576700f","turn_id":"turn_evt_79f47576700f","workflow_goal":"Answer the user\u2019s question directly in the assistant\u2019s persona and tone.","workflow_step_outcomes":{},"workflow_steps_count":0}...
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mat:prop_3e24a5a3df760cecf08c80bc:evt_c6a843bce24a mat:prop_3e24a5a3df760cecf08c80bc:evt_c6a843bce24a:direct_answer...
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ep_7f6ddeb063a4
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2026-04-20T23:13:57.244035+00:00
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2026-04-17T02:01:53.474530+00:00
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llm:openai
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{"cost_usd":0.00106,"meta":{"g {"cost_usd":0.00106,"meta":{"governance":{"chars_trimmed":13464,"complexity":"medium","cost_24h_usd":1.677547,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1661,"input_tokens_original":1661,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":900,"output_tokens_final":900,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:synthesis","complexity:medium","pressure:normal","context_trimmed","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"synthesis"},"max_output_tokens":900,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.2},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0a980145af9841ee0069e1948cffe48193a0ebd44077b8f246","usage":{"input_tokens":2051,"input_tokens_details":{"cached_tokens":1792},"output_tokens":520,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2571}}...
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llm_usage:resp_0a980145af9841ee0069e1948cffe48193a llm_usage:resp_0a980145af9841ee0069e1948cffe48193a0ebd44077b8f246...
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2026-04-11T22:20:58.845637+00:00
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{"cost_usd":0.000502,"meta":{" {"cost_usd":0.000502,"meta":{"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":2.805841,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":319,"input_tokens_original":319,"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_0ee5da1c450d839b0069dac948888c8196b352ad02a8751d14","usage":{"input_tokens":652,"input_tokens_details":{"cached_tokens":0},"output_tokens":297,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":949}}...
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llm_usage:resp_0ee5da1c450d839b0069dac948888c8196b llm_usage:resp_0ee5da1c450d839b0069dac948888c8196b352ad02a8751d14...
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464231
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opportunity_drop_decision
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2026-04-20T19:01:53.912097+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-20T19:01:53.912021+00:0 {"at":"2026-04-20T19:01:53.912021+00:00","entity_key":"equity:GRC","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_e6879219f10b","where":"theme_universe_gate"}...
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signal_candidate_ingest
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2026-04-18T09:10:19.576061+00:00
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collector:discovery
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{"created_at":"2026-04-18T09:10:19.576 {"created_at":"2026-04-18T09:10:19.576061+00:00","signal_type":"discovery_unusual_volume_delta","source":"discovery_ingestor","url":"https://www.nasdaq.com/articles/nasdaq-just-did-something-it-hasnt-done-2020-and-heres-what-could-happen-next","value":{"fp":"07b1d115242b6fe2","kind":"unusual_volume","published_at":"2026-04-18T08:27:32+00:00","source":"Nasdaq Markets","summary":"Key PointsThe stock market recently declined on the back of soaring oil prices, triggered by the conflict between the U.S. and Iran.","tickers":[],"title":"The Nasdaq Just Did Something It Hasn't Done Since 2020, and Here's What Could Happen Next","url":"https://www.nasdaq.com/articles/nasdaq-just-did-something-it-hasnt-done-2020-and-heres-what-could-happen-next"}}...
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rss
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1.0
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discovery_unusual_volume_delta:b9c1e62b706b8cd1
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2026-04-18T09:10:23.876948+00:00
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196102
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link_upsert
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2026-04-18T14:15:49.146144+00:00
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:LUM {"link":{"from_id":"equity:LUMN","to_id":"theme:ai_infrastructure","type":"member_of","valid_to":"2026-04-18T14:15:49.146144+00:00"}}...
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opportunity:member_of_close:ai_infrastructure:LUMN opportunity:member_of_close:ai_infrastructure:LUMN:2026-04-18...
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2026-04-18T14:16:02.104229+00:00
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dead_letter
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2026-04-12T06:38:40.698072+00:00
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worker
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[]
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{"created_at":"2026-04-12T06:38:40.698 {"created_at":"2026-04-12T06:38:40.698072+00:00","dedupe_key":"job_dead:job_observability_tick_731d307f439f:122:5","error":"ImportError: cannot import name 'observability_tick' from 'opia_core.runtime.daemons.lifecycle' (/app/opia_core/runtime/daemons/lifecycle/__init__.py)","payload":{"attempts":122,"job_id":"job_observability_tick_731d307f439f","job_type":"observability_tick","kind":"job_dead_letter","last_error":"cannot import name 'observability_tick' from 'opia_core.runtime.daemons.lifecycle' (/app/opia_core/runtime/daemons/lifecycle/__init__.py)","leased_at":"2026-04-12T06:38:40.672512+00:00","max_attempts":5,"params":{"interval_s":300},"traceback":"Traceback (most recent call last):\n File \"/app/opia_core/runtime/daemons/worker.py\", line 142, in tick\n out = handler(params)\n ^^^^^^^^^^^^^^^\n File \"/app/opia_core/scheduler/handlers.py\", line 49, in <lambda>\n \"observability_tick\": lambda p: _lazy_observability_tick(ctx, p),\n ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\n File \"/app/opia_core/scheduler/handlers.py\", line 245, in _lazy_observability_tick\n from opia_core.runtime.daemons.lifecycle import observability_tick\nImportError: cannot import name 'observability_tick' from 'opia_core.runtime.daemons.lifecycle' (/app/opia_core/runtime/daemons/lifecycle/__init__.py). Did you mean: 'observability'?\n","worker":"observability"},"severity":"high","source":"worker"}...
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1.0
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job_dead:job_observability_tick_731d307f439f:122:5
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2026-04-12T06:38:40.698133+00:00
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56437
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evt_866598d4dd3d
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episode_upsert
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2026-04-16T10:45:44.065410+00:00
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proposal_materializer
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["ep_ab41201d7737"]
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{"episode":{"actions":[],"appr {"episode":{"actions":[],"approval_ids":[],"completed_at":null,"created_at":"2026-04-16T10:45:30.460499Z","errors":[],"event_id":"evt_22dc55590570","events":[{"at":"2026-04-16T10:45:30.532401Z","data":{"event_id":"evt_22dc55590570","thread_id":"thr_b975255ff0cc582ac5","turn_id":"turn_evt_22dc55590570"},"kind":"created"},{"at":"2026-04-16T10:45:44.062949Z","data":{"primary_len":82,"secondary_len":null},"kind":"notified"}],"id":"ep_ab41201d7737","notes":[],"pending_id":null,"router":{"confidence":0.55,"followup_question":null,"needs_followup":false,"normalized_text":"","trace_id":null},"source":"slack","stage":"created","summary":{"applied_types":[],"approval_ids":[],"headline":null,"last_primary_text":"Hey Omid \ud83d\ude0a I\u2019m doing well\u2014calm, sharp, and ready to help. How are you doing today?","last_secondary_text":null,"pending_id":null},"thread_id":"thr_b975255ff0cc582ac5","transcript":[],"triage":null,"updated_at":"2026-04-16T10:45:44.062959Z","user_label":"U080CUSS45P"},"episode_id":"ep_ab41201d7737"}...
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2026-04-16T10:45:44.066190+00:00
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152779
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evt_8664e68a242d
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signal_ingest
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2026-04-18T07:11:24.651899+00:00
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daemon:signal_enrichment
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[]
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{"created_at":"2026-04-18T07:08:15.116 {"created_at":"2026-04-18T07:08:15.116013+00:00","dedupe_key":"signal_enriched:discovery_earnings_calendar_delta:e1298acd55e648f3","evidence_event_ids":["evt_a6497e5ce758"],"signal_type":"discovery_earnings_calendar_delta","source":"discovery_earnings_calendar","value":{"as_of":"2026-04-18T07:08:15.116013+00:00","earnings_date":"2026-04-22","earnings_time_hint":"amc","enrichment":{"aggregator_url":null,"article_chars":0,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_0e1dc93e9edf7e1c","canonical_host":null,"canonical_is_aggregator":false,"canonical_url":null,"content_type":"","enriched_at":"2026-04-18T07:11:24.651868+00:00","extraction_method":"none","fetched_description":"","fetched_title":"","final_url":"","html_truncated":false,"paywall_likely":false,"publisher_domain":null,"publisher_resolution":"unresolved","requested_url":"","source_event_id":"evt_a6497e5ce758","source_quality":"empty","status_code":null,"version":"signal_enrichment_v2"},"eps_estimate":"1.0348","fp":"e54d534079194a54","kind":"earnings_calendar","published_at":"2026-04-22T00:00:00Z","revenue_estimate":"1210646822","signal_understanding":{"analysis_basis":"headline_and_summary","claim_confidence":0.42,"dates_mentioned":[],"entities":[],"event_type":"earnings","information_gaps":["article_text_unavailable"],"key_facts":["Headline: MTH earnings on 2026-04-22 (amc)","Source summary: Earnings date 2026-04-22 \u00b7 Time amc \u00b7 EPS est 1.0348 \u00b7 Revenue est 1210646822"],"numeric_claims":[],"primary_claim":"MTH earnings on 2026-04-22 (amc)","relevance_score":0.46,"sentiment":"neutral","source_quality":"unknown","summary":"Earnings date 2026-04-22 \u00b7 Time amc \u00b7 EPS est 1.0348 \u00b7 Revenue est 1210646822","topics":["discovery earnings calendar"]},"source":"earnings_calendar","summary":"Earnings date 2026-04-22 \u00b7 Time amc \u00b7 EPS est 1.0348 \u00b7 Revenue est 1210646822","ticker":"MTH","tickers":["MTH"],"title":"MTH earnings on 2026-04-22 (amc)","url":""}}...
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candidate:sc_0e1dc93e9edf7e1c
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0.42
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signal_enriched:discovery_earnings_calendar_delta: signal_enriched:discovery_earnings_calendar_delta:e1298acd55e648f3...
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NULL
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2026-04-18T07:11:24.651952+00:00
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Edit
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5215
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evt_8664a214b7d6
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system
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2026-04-09T10:30:37.470334+00:00
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housekeeping
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[]
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{"at":"2026-04-09T10:30:37.470334+00:0 {"at":"2026-04-09T10:30:37.470334+00:00","queue":{"cutoff_iso":"2026-04-09T10:20:37.475745+00:00","dead_letters_in_window":0,"dead_letters_total":0,"failed_in_window":0,"requeued_expired":0,"requeued_failed":0,"status_counts":{"done":230,"leased":1,"queued":4}},"reducers":{"max_seq":5214,"stale":[],"stale_minutes":10,"top":[{"cursor":5212,"lag":2,"max_pos":5214,"reducer":"memory_ingest:default","stream":"events","updated_at":"2026-04-09T10:26:36.620Z"},{"cursor":5214,"lag":0,"max_pos":5214,"reducer":"resolver_v3","stream":"events","updated_at":"2026-04-09T10:30:04.915Z"},{"cursor":5214,"lag":0,"max_pos":5214,"reducer":"entity_reducer_v2_deterministic","stream":"events","updated_at":"2026-04-09T10:26:47.531Z"},{"cursor":5214,"lag":0,"max_pos":5214,"reducer":"entity_alias_reducer_v2","stream":"events","updated_at":"2026-04-09T10:26:47.750Z"},{"cursor":5214,"lag":0,"max_pos":5214,"reducer":"event_subjects_reducer_v2","stream":"events","updated_at":"2026-04-09T10:26:47.902Z"},{"cursor":5214,"lag":0,"max_pos":5214,"reducer":"fact_reducer_v2_deterministic","stream":"events","updated_at":"2026-04-09T10:26:48.131Z"},{"cursor":5214,"lag":0,"max_pos":5214,"reducer":"signal_reducer_v1","stream":"events","updated_at":"2026-04-09T10:26:48.222Z"},{"cursor":5214,"lag":0,"max_pos":5214,"reducer":"signal_fp_reducer_v1","stream":"events","updated_at":"2026-04-09T10:26:48.314Z"},{"cursor":5214,"lag":0,"max_pos":5214,"reducer":"signal_candidate_reducer_v2","stream":"events","updated_at":"2026-04-09T10:26:48.320Z"},{"cursor":5214,"lag":0,"max_pos":5214,"reducer":"action_reducer_v2","stream":"events","updated_at":"2026-04-09T10:26:48.325Z"}],"worst_lag":2,"worst_reducer":"memory_ingest:default"},"subsystem":"housekeeping"}...
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1.0
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system_housekeeping:2026-04-09T10:30:00Z
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NULL
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2026-04-09T10:30:37.479465+00:00
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92704
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evt_86642be318b4
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llm_usage
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2026-04-17T22:06:51.370033+00:00
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llm:openai
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[]
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{"cost_usd":0.000602,"meta":{" {"cost_usd":0.000602,"meta":{"feature":null,"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":1.764277,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":685,"input_tokens_original":685,"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_062f8c68a20596e80069e2aef856c88195980f25e588e760e1","usage":{"input_tokens":1008,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1328}}...
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NULL
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0.0
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llm_usage:resp_062f8c68a20596e80069e2aef856c881959 llm_usage:resp_062f8c68a20596e80069e2aef856c88195980f25e588e760e1...
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NULL
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2026-04-17T22:06:51.370084+00:00
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Edit
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296262
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evt_86641d157a6c
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signal_ingest
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2026-04-19T10:16:27.310627+00:00
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daemon:signal_enrichment
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[]
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{"created_at":"2026-04-19T09:46:35.333 {"created_at":"2026-04-19T09:46:35.333003+00:00","dedupe_key":"signal_enriched:discovery_unusual_volume_delta:674e75c6f7428632","evidence_event_ids":["evt_56dba5da6467"],"signal_type":"discovery_unusual_volume_delta","source":"discovery_ingestor","value":{"aggregator_url":"https://www.nasdaq.com/articles/signal-bitcoins-chart-has-never-been-wrong","as_of":"2026-04-19T09:46:35.333003+00:00","canonical_url":"https://www.fool.com/investing/2026/04/19/this-signal-in-bitcoins-chart-has-never-been-wrong/","enrichment":{"aggregator_url":"https://www.nasdaq.com/articles/signal-bitcoins-chart-has-never-been-wrong","article_chars":4660,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_44191151c0cfb317","canonical_host":"fool.com","canonical_is_aggregator":false,"canonical_url":"https://www.fool.com/investing/2026/04/19/this-signal-in-bitcoins-chart-has-never-been-wrong/","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-19T10:16:27.310572+00:00","extraction_method":"trafilatura","fetched_description":"Key PointsBitcoin's price is heavily influenced by its halvings.","fetched_title":"This Signal in Bitcoin's Chart Has Never Been Wrong | Nasdaq","final_url":"https://www.nasdaq.com/articles/signal-bitcoins-chart-has-never-been-wrong","html_truncated":false,"paywall_likely":false,"publisher_domain":"fool.com","publisher_resolution":"canonical_url","requested_url":"https://www.nasdaq.com/articles/signal-bitcoins-chart-has-never-been-wrong","source_event_id":"evt_56dba5da6467","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"fp":"8f1f104ffc2d5a32","kind":"unusual_volume","published_at":"2026-04-19T08:29:00+00:00","publisher_domain":"fool.com","signal_understanding":{"analysis_basis":"article","claim_confidence":0.74,"dates_mentioned":["February 2023","October 2023","October 2024","April 2024","2028","December 17, 2004","April 15, 2005","April 19, 2026"],"entities":[{"asset_class":"cryptocurrency","name":"Bitcoin","relevance":"high","symbol":"BTC","type":"asset"},{"asset_class":"media","name":"Motley Fool","relevance":"medium","symbol":"","type":"publisher"}],"event_type":"price_action","information_gaps":["This signal type is discovery_unusual_volume_delta, but the provided article text does not include any unusual volume metrics (no volume ratio vs average, no baseline volume, and no direction).","No explicit catalyst is provided for unusual volume; the only catalyst-like discussion is the relationship between golden crosses and Bitcoin halvings.","The article does not provide current volume data or confirmation status from news for any volume anomaly."],"key_facts":["A \u201cgolden cross\u201d is defined as the 50-day SMA crossing above the 200-day SMA.","The article cites historical examples: February 2023 golden cross led to a 43% rally; October 2023 led to a 148% surge; October 2024 preceded Bitcoin rising from roughly $65,000 to above $110,000 and to new all-time highs (about 72% gain).","The article states that right now Bitcoin is not on the verge of experiencing a golden cross.","The article claims each golden cross has happened in proximity to a Bitcoin halving (protocol event cutting new coin issuance every four years).","The most recent halving was in April 2024; the next will be in 2028.","The article characterizes the 200-day SMA as a mathematical by-product rather than a fundamental trigger, and suggests the golden cross is confirmation of forces already in motion (investors loading up ahead of tighter supply)."],"numeric_claims":[{"label":"February 2023 rally after golden cross","value":"43%"},{"label":"October 2023 surge after golden cross","value":"148%"},{"label":"October 2024 gain described","value":"~72%"},{"label":"Bitcoin price range described around October 2024","value":"~$65,000 to >$110,000"}],"primary_claim":"Bitcoin\u2019s golden cross signals have historically preceded major bull-market rallies and have occurred in proximity to Bitcoin halvings, with the most recent halving in April 2024 and the next in 2028.","relevance_score":0.42,"sentiment":"mixed","source_quality":"high","summary":"The article argues Bitcoin\u2019s \u201cgolden cross\u201d (50-day SMA crossing above 200-day SMA) has historically preceded major bull-market rallies and that these crossovers tend to occur near Bitcoin halvings. It also states the most recent halving was in April 2024 and the next is expected in 2028, implying the next favorable crossover would likely be in that interim period.","topics":["Bitcoin technical analysis","golden cross","moving averages (50-day/200-day SMA)","Bitcoin halving","bull market history","investment timing caution"]},"source":"Nasdaq Markets","source_domain":"fool.com","summary":"Key PointsBitcoin's price is heavily influenced by its halvings.","tickers":[],"title":"This Signal in Bitcoin's Chart Has Never Been Wrong","url":"https://www.fool.com/investing/2026/04/19/this-signal-in-bitcoins-chart-has-never-been-wrong/"}}...
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candidate:sc_44191151c0cfb317
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0.74
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signal_enriched:discovery_unusual_volume_delta:674 signal_enriched:discovery_unusual_volume_delta:674e75c6f7428632...
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NULL
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2026-04-19T10:16:27.310693+00:00
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Edit
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39960
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evt_8663265e5eaf
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llm_usage
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2026-04-14T03:09:05.648275+00:00
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llm:openai
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[]
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{"cost_usd":0.001488,"meta":{" {"cost_usd":0.001488,"meta":{"governance":{"chars_trimmed":195,"complexity":"medium","cost_24h_usd":3.887448,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1526,"input_tokens_original":1526,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":900,"output_tokens_final":900,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:medium","pressure:normal","context_trimmed","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":900,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_08da35b36eeca3450069ddafcbb33c8196b4be2866b28851f2","usage":{"input_tokens":1813,"input_tokens_details":{"cached_tokens":0},"output_tokens":900,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2713}}...
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NULL
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0.0
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llm_usage:resp_08da35b36eeca3450069ddafcbb33c8196b llm_usage:resp_08da35b36eeca3450069ddafcbb33c8196b4be2866b28851f2...
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NULL
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2026-04-14T03:09:05.648342+00:00
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Edit
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63115
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evt_8662f2efc50e
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planner_plan_built
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2026-04-17T08:22:38.632782+00:00
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planner
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[]
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{"day":"2026-04-17","plan" {"day":"2026-04-17","plan":{"day":"2026-04-17","do_now":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:0f99474c06","headline":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","id":"commitment:0f99474c06","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":49.0,"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":"2026-04-17T08:22:38.632782+00:00","daily_synthesis_source":"fallback","day":"2026-04-17","filters":{"deduped":0,"internal_shadow":0,"noise_signal":2,"stale":2,"stale_question":0,"stale_workflow":0},"fingerprint":"9580c1b67b2dfb7457015e7df5b92a6f8493bf1e","intelligence_directives":[],"limits":{"limit_inbox":250,"limit_pending":50,"max_do_now":5,"max_do_today":7,"max_must_do":5,"max_park":25,"max_should_do":7,"max_waiting":5},"owner_context":{"active_projects":[],"commitments":[],"top_focus":null,"work_focus":null},"planner_model":"gpt-5.4-nano","source":"planner","timezone":"America/New_York","week_start":"2026-04-13"},"must_do":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:0f99474c06","headline":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","id":"commitment:0f99474c06","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":49.0,"score_hint":4.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-16T19:36:37.744926+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."}],"notes":[],"one_thing":{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:0f99474c06","headline":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","id":"commitment:0f99474c06","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":49.0,"score_hint":4.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-16T19:36:37.744926+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."},"parked":[],"should_do":[],"version":"planner_v3_hybrid","waiting":[]},"stats":{"builder":"deterministic_v2","counts":{"actionable":1,"do_now":1,"do_today":0,"inbox_in":1,"must_do":1,"parked":0,"pending_in":0,"should_do":0,"visible":1,"waiting":0},"daily_synthesis_source":"fallback","fingerprint":"9580c1b67b2dfb7457015e7df5b92a6f8493bf1e","planner_model":"gpt-5.4-nano"}}...
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NULL
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1.0
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planner_plan_built:2026-04-17:cbaf32e8e35dbae335f5 planner_plan_built:2026-04-17:cbaf32e8e35dbae335f5a07305dc90ef1a2b9176...
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NULL
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2026-04-17T08:22:39.581323+00:00
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43469
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evt_8662d9fb13d2
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artifact_upsert
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2026-04-14T16:35:25.049550+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_2026-04-14","confidence":0.95,"created_at":"2026-04-14T16:35:25.049550+00:00","evidence_event_ids":[],"kind":"daily_plan","meta":{"day":"2026-04-14","fingerprint":"14ad7812cc9b2008b7d3e7c5cbe94f16b943199c","plan_fingerprint":"d95a9830d9f51dfe169e5abf43c1aebcae2e02ae","source":"planner"},"output_json":{"day":"2026-04-14","plan":{"day":"2026-04-14","do_now":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":null,"headline":"News claim about Saylor/BTC $1B buy at ~71.9k avg lacks primary transaction proof","id":"sig:7e92950e03d585b4","kind":"inbox","links":{"dedupe_key":"intel_alert_signal:isk_7a80fd7e13132da3e18b:20260414_1030","evidence_event_ids":["evt_c7520a2737ee"],"reason_trace":{},"severity":"high","signal_id":"sig_6d7b4dafe60d","signal_type":"intel_alert","source":"intel_digest","topic_key":"signal:intel_alert:d59ca58d1f3fb481","triage":{"action_hints":["schedule review to verify claim 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high-severity tagged but the provided text has no primary documentation or exact execution timestamps, so it\u2019s not actionable yet."}],"do_today":[],"meta":{"built_at":"2026-04-14T16:35:25.049550+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":"c8dcaa9dcf4fcd52cbf58f015fabf8f416beefaa","intelligence_directives":[],"limits":{"limit_inbox":250,"limit_pending":50,"max_do_now":5,"max_do_today":7,"max_must_do":5,"max_park":25,"max_should_do":7,"max_waiting":5},"owner_context":{"active_projects":[],"commitments":[],"top_focus":null,"work_focus":null},"planner_model":"gpt-5.4-nano","source":"planner","timezone":"America/New_York","week_start":"2026-04-13"},"must_do":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":null,"headline":"News claim about Saylor/BTC $1B buy at ~71.9k avg lacks primary transaction 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artifact_upsert:daily_plan:2026-04-14:14ad7812cc9b artifact_upsert:daily_plan:2026-04-14:14ad7812cc9b2008b7d3e7c5cbe94f16b943199c...
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2026-04-19T13:13:00.202834+00:00
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{"created_at":"2026-04-19T13:13:00.202 {"created_at":"2026-04-19T13:13:00.202834+00:00","signal_type":"opportunity_research_snapshot","source":"opportunity_research_ingestor","value":{"as_of":"2026-04-19T13:13:00.202834+00:00","bucket":"2026-04-19T13:00Z","error":"http_status_400","items":[],"meta":{},"provider":"serper","quality_hint":0.6,"query":"STKE what changed last 48 hours evidence update","source":"opportunity_research_ingestor","source_ref":"targeted_research:case_80f0a14c05b49e94","status":"http_400"}}...
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2026-04-19T13:13:01.284261+00:00
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2026-04-20T12:13:15.272153+00:00
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llm:openai
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2026-04-17T21:18:51.905156+00:00
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planner
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{"artifact_id":"art_daily_plan_2026-04 {"artifact_id":"art_daily_plan_2026-04-17","confidence":0.95,"created_at":"2026-04-17T21:18:51.905156+00:00","evidence_event_ids":[],"kind":"daily_plan","meta":{"day":"2026-04-17","fingerprint":"ffd34be77f3b404c64b7817107b05b4e040fc5ce","plan_fingerprint":"92c58ecf9e516fe9e51e208c724db0f4f5fee3ea","source":"planner"},"output_json":{"day":"2026-04-17","plan":{"day":"2026-04-17","do_now":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:0f99474c06","headline":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","id":"commitment:0f99474c06","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":47.0,"score_hint":4.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-16T19:36:37.744926+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."}],"do_today":[],"meta":{"built_at":"2026-04-17T21:18:51.905156+00:00","daily_synthesis_source":"fallback","day":"2026-04-17","filters":{"deduped":0,"internal_shadow":0,"noise_signal":2,"stale":2,"stale_question":0,"stale_workflow":0},"fingerprint":"ec0bf2da8867dff719ee0756786b61b304a5d73d","intelligence_directives":[],"limits":{"limit_inbox":250,"limit_pending":50,"max_do_now":5,"max_do_today":7,"max_must_do":5,"max_park":25,"max_should_do":7,"max_waiting":5},"owner_context":{"active_projects":[],"commitments":[],"top_focus":null,"work_focus":null},"planner_model":"gpt-5.4-nano","source":"planner","timezone":"America/New_York","week_start":"2026-04-13"},"must_do":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:0f99474c06","headline":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","id":"commitment:0f99474c06","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":47.0,"score_hint":4.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-16T19:36:37.744926+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."}],"notes":[],"one_thing":{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:0f99474c06","headline":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","id":"commitment:0f99474c06","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":47.0,"score_hint":4.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-16T19:36:37.744926+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."},"parked":[],"should_do":[],"version":"planner_v3_hybrid","waiting":[]},"stats":{"builder":"deterministic_v2","counts":{"actionable":1,"do_now":1,"do_today":0,"inbox_in":1,"must_do":1,"parked":0,"pending_in":0,"should_do":0,"visible":1,"waiting":0},"daily_synthesis_source":"fallback","fingerprint":"ec0bf2da8867dff719ee0756786b61b304a5d73d","planner_model":"gpt-5.4-nano"}},"output_mrkdwn":"*Daily Plan* \u2014 2026-04-17\n\n*One thing:* User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)\nWhy: Open commitment in commitment.\n\n*Do now:*\n\u2022 User approved starting an agent run to search for Atlanta date-night restaurants. (commitment) \u2014 Open commitment in commitment.","ready_at":"2026-04-17T21:18:51.905156+00:00","status":"ready","summary":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","title":"Daily Plan 2026-04-17","updated_at":"2026-04-17T21:18:51.905156+00:00"}...
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artifact_upsert:daily_plan:2026-04-17:ffd34be77f3b artifact_upsert:daily_plan:2026-04-17:ffd34be77f3b404c64b7817107b05b4e040fc5ce...
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248680
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evt_86617245b61e
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signal_ingest
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2026-04-18T23:47:46.927535+00:00
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daemon:signal_enrichment
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{"created_at":"2026-04-18T23:17:56.322 {"created_at":"2026-04-18T23:17:56.322952+00:00","dedupe_key":"signal_enriched:discovery_unusual_volume_delta:a033c418d289f341","evidence_event_ids":["evt_cdfefdcea3df"],"signal_type":"discovery_unusual_volume_delta","source":"discovery_ingestor","value":{"aggregator_url":"https://www.nasdaq.com/articles/teslas-price-targets-are-coming-down-many-analysts-still-see-plenty-upside","as_of":"2026-04-18T23:17:56.322952+00:00","canonical_url":"https://www.fool.com/investing/2026/04/18/teslas-price-targets-are-coming-down-but-many-anal/","enrichment":{"aggregator_url":"https://www.nasdaq.com/articles/teslas-price-targets-are-coming-down-many-analysts-still-see-plenty-upside","article_chars":4188,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_71412b04ceb9332d","canonical_host":"fool.com","canonical_is_aggregator":false,"canonical_url":"https://www.fool.com/investing/2026/04/18/teslas-price-targets-are-coming-down-but-many-anal/","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-18T23:47:46.927498+00:00","extraction_method":"trafilatura","fetched_description":"Key PointsAnalysts have been downgrading the stock in recent months, but some still believe it could rise to well over $500.","fetched_title":"Tesla's Price Targets Are Coming Down, but Many Analysts Still See Plenty of Upside | Nasdaq","final_url":"https://www.nasdaq.com/articles/teslas-price-targets-are-coming-down-many-analysts-still-see-plenty-upside","html_truncated":false,"paywall_likely":false,"publisher_domain":"fool.com","publisher_resolution":"canonical_url","requested_url":"https://www.nasdaq.com/articles/teslas-price-targets-are-coming-down-many-analysts-still-see-plenty-upside","source_event_id":"evt_cdfefdcea3df","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"fp":"aff779ac18a35f07","kind":"unusual_volume","published_at":"2026-04-18T22:05:00+00:00","publisher_domain":"fool.com","signal_understanding":{"analysis_basis":"article","claim_confidence":0.72,"dates_mentioned":["April 18, 2026","2022","this year","last year","Friday"],"entities":[{"asset_class":"equity","name":"Tesla","relevance":"high","symbol":"TSLA","type":"company"},{"asset_class":"person","name":"Elon Musk","relevance":"medium","symbol":"","type":"person"}],"event_type":"price_action","information_gaps":["No unusual trading volume data is provided (baseline volume, current volume, or volume ratio vs average are missing).","The signal\u2019s \u201cconfirmed by news or unexplained\u201d aspect is not addressed in the article text provided.","No specific catalyst tied to unusual volume is described; only analyst target changes and business/market concerns are discussed."],"key_facts":["Analysts have been lowering Tesla\u2019s price targets in recent months.","The article attributes downgrades to concerns about Tesla\u2019s ability to compete in a more competitive EV market.","The article states Tesla is down 11% this year.","The article says Tesla\u2019s margins and profits declined last year.","The consensus analyst price target is now just under $399.","The article states Tesla closed at $400.62 on Friday.","The article says some analysts see more than 20% upside and some predict above $500.","The article states Tesla\u2019s price-to-earnings multiple is nearly 370.","The article says the risk is that if investor sentiment sours, the stock could quickly fall sharply; it cites a 65% plunge in 2022."],"numeric_claims":[{"label":"Tesla price target (consensus)","value":"just under $399"},{"label":"Tesla closing price (Friday)","value":"$400.62"},{"label":"Upside cited by some analysts","value":"more than 20%"},{"label":"Higher price target cited","value":"more than $500"},{"label":"Tesla YTD performance","value":"down 11% this year"},{"label":"P/E multiple","value":"nearly 370"},{"label":"Tesla plunge cited (2022)","value":"65%"}],"primary_claim":"Tesla\u2019s consensus analyst price target is just under $399 while some analysts still see the stock rising by more than 20%, with some predicting it could reach more than $500.","relevance_score":0.45,"sentiment":"mixed","source_quality":"high","summary":"The article says analysts have been lowering Tesla\u2019s price targets due to concerns about competition and weakening EV performance, though some analysts still project more than 20% upside and targets above $500. 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candidate:sc_71412b04ceb9332d
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0.72
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signal_enriched:discovery_unusual_volume_delta:a03 signal_enriched:discovery_unusual_volume_delta:a033c418d289f341...
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2026-04-14T13:25:44.259715+00:00
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{"cost_usd":0.002606,"meta":{" {"cost_usd":0.002606,"meta":{"governance":{"chars_trimmed":66168,"complexity":"high","cost_24h_usd":4.168593,"enabled":true,"governance_version":"v1","input_budget_tokens":9000,"input_tokens_final":1541,"input_tokens_original":1541,"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_09873dcc1374301b0069de404d19008194becde9405582fa32","usage":{"input_tokens":1778,"input_tokens_details":{"cached_tokens":0},"output_tokens":1800,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":3578}}...
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2026-04-09T22:40:46.985744+00:00
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["ep_083b1a3fe3e2"]
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2026-04-09T22:40:46.988600+00:00
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2026-04-20T20:39:27.741433+00:00
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llm:openai
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2026-04-15T11:40:01.626611+00:00
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evt_865871b8e1b6
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signal_candidate_ingest
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2026-04-20T17:15:12.787981+00:00
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collector:discovery
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[]
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{"created_at":"2026-04-20T17:15:12.787 {"created_at":"2026-04-20T17:15:12.787981+00:00","signal_type":"discovery_ipo_delta","source":"discovery_ingestor","url":"https://news.google.com/rss/articles/CBMizAFBVV95cUxOVTh2UmJPSmUxUDV5c0dEV0c4OHBqT1dmZE9fR3U1ME5Yc05valVvM2VEa3BnMWZhTFNSY2NCSnVLd3ZkRHZWM2tGY0ZqSkN2czFoTk8zZ2M3ZDVwY1hoMlZ1cTIzLUIxY3BDcktRTTltQnFvcVFRUUg4UlRkZGZZandZVExfX1dZM05MT05SZ0xBRy1LTWZJTER6VzBHNEFPYTItUmg4YXZmT2hNMlEtWGlnODRxTUZIa3lFZG1rNmdLU2NxZVZPREVaWWU?oc=5","value":{"fp":"35ec192953f52b05","kind":"ipo_calendar","published_at":"2026-04-20T15:43:49+00:00","source":"Seeking Alpha","summary":"Wall Street Lunch: Jersey Mike's Eyes $1B IPO To Fuel Global Sandwich Spree Seeking Alpha","tickers":[],"title":"Wall Street Lunch: Jersey Mike's Eyes $1B IPO To Fuel Global Sandwich Spree - Seeking Alpha","url":"https://news.google.com/rss/articles/CBMizAFBVV95cUxOVTh2UmJPSmUxUDV5c0dEV0c4OHBqT1dmZE9fR3U1ME5Yc05valVvM2VEa3BnMWZhTFNSY2NCSnVLd3ZkRHZWM2tGY0ZqSkN2czFoTk8zZ2M3ZDVwY1hoMlZ1cTIzLUIxY3BDcktRTTltQnFvcVFRUUg4UlRkZGZZandZVExfX1dZM05MT05SZ0xBRy1LTWZJTER6VzBHNEFPYTItUmg4YXZmT2hNMlEtWGlnODRxTUZIa3lFZG1rNmdLU2NxZVZPREVaWWU?oc=5"}}...
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rss
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1.0
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discovery_ipo_delta:18c0e5d78e9ed9be
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NULL
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2026-04-20T17:15:14.638550+00:00
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28243
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evt_86583a94c663
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system
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2026-04-12T08:20:36.054869+00:00
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housekeeping
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[]
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{"at":"2026-04-12T08:20:36.054869+00:0 {"at":"2026-04-12T08:20:36.054869+00:00","queue":{"cutoff_iso":"2026-04-12T08:10:36.064207+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":89,"leased":2}},"reducers":{"max_seq":28242,"stale":[],"stale_minutes":10,"top":[{"cursor":28240,"lag":2,"max_pos":28242,"reducer":"memory_ingest:default","stream":"events","updated_at":"2026-04-12T08:19:40.514Z"},{"cursor":28240,"lag":2,"max_pos":28242,"reducer":"commitment_checkin_answers_v1","stream":"events","updated_at":"2026-04-12T08:18:55.864Z"},{"cursor":28242,"lag":0,"max_pos":28242,"reducer":"resolver_v3","stream":"events","updated_at":"2026-04-12T08:19:48.582Z"},{"cursor":28242,"lag":0,"max_pos":28242,"reducer":"entity_reducer_v2_deterministic","stream":"events","updated_at":"2026-04-12T08:19:45.723Z"},{"cursor":28242,"lag":0,"max_pos":28242,"reducer":"entity_alias_reducer_v2","stream":"events","updated_at":"2026-04-12T08:19:45.768Z"},{"cursor":28242,"lag":0,"max_pos":28242,"reducer":"event_subjects_reducer_v2","stream":"events","updated_at":"2026-04-12T08:19:45.820Z"},{"cursor":28242,"lag":0,"max_pos":28242,"reducer":"fact_reducer_v2_deterministic","stream":"events","updated_at":"2026-04-12T08:19:45.841Z"},{"cursor":28242,"lag":0,"max_pos":28242,"reducer":"signal_reducer_v1","stream":"events","updated_at":"2026-04-12T08:19:45.867Z"},{"cursor":28242,"lag":0,"max_pos":28242,"reducer":"signal_fp_reducer_v1","stream":"events","updated_at":"2026-04-12T08:19:45.893Z"},{"cursor":28242,"lag":0,"max_pos":28242,"reducer":"signal_candidate_reducer_v2","stream":"events","updated_at":"2026-04-12T08:19:45.922Z"}],"worst_lag":2,"worst_reducer":"memory_ingest:default"},"subsystem":"housekeeping"}...
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NULL
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1.0
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system_housekeeping:2026-04-12T08:20:00Z
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NULL
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2026-04-12T08:20:36.069111+00:00
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Edit
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61949
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evt_86573cb34d4b
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artifact_upsert
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2026-04-17T03:26:51.628880+00:00
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opportunity_finder
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[]
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{"artifact_id":"artf_thesis_0e068a1c29 {"artifact_id":"artf_thesis_0e068a1c291678f3","evidence_event_ids":["evt_0e0dd8bad0b9","evt_7df7bc422d50"],"kind":"opportunity_thesis","meta":{"confidence":0.3861,"lane":"monitor","morning_holdback":false,"rank_score":0.3861,"theme_keys":[],"urgency_reason":"not_urgent","urgent":false},"output_json":{"artifact_kind_detail":"research_thesis","catalysts":[],"confidence":0.3861,"decision_reason_codes":["research_thesis"],"headline":"On October 1, 2021, reporting person Paresh Patel was granted an option to purchase 5,000,000 shares of Exzeo Group, Inc. common stock, vesting 1/4 on 2022-10-01 and 1/16 on each subsequent Jan 1, Apr 1, Jul 1, and Oct 1.","investigation_questions":["What changed vs prior known state is not provided in the signal text (no prior filing comparison content included).","The filing\u2019s specific transaction type (e.g., grant vs exercise vs sale) beyond the disclosed option grant is not fully enumerated in the..."],"portfolio_fit":{"applied":false,"boost":0.0,"exit_risk_flagged":false,"hedge_suggested":null,"matched_holdings":[],"matched_watchlist":[],"stub_version":"v1","why_you":""},"related_tickers":["XZO"],"risk_level":"medium","theme_keys":[],"thesis":"Form 4 \u00b7 Exzeo Group, Inc. \u00b7 Filed 20260416; SEC filing type: Form 4 (CONFORMED SUBMISSION TYPE: 4).; Issuer: Exzeo Group, Inc. (Central Index Key: 0001873951). \u2014 Signal convergence: On October 1, 2021, reporting person Paresh Patel was granted an option to purchase 5,000,000 shares of Exzeo Group, Inc. common stock, vesting 1/4 on 2022-10-01 and 1/16 on each subsequent Jan 1, Apr 1, Jul 1, and Oct 1"},"ready_at":"2026-04-17T03:26:51.628880+00:00","status":"ready","summary":"Form 4 \u00b7 Exzeo Group, Inc. \u00b7 Filed 20260416; SEC filing type: Form 4 (CONFORMED SUBMISSION TYPE: 4).; Issuer: Exzeo Group, Inc. (Central Index Key: 0001873951). \u2014 Signal convergence: On October 1, 2021, reporting person Paresh Patel was granted an option to purchase 5,000,000 shares of Exzeo Group, Inc. common stock, vesting 1/4 on 2022-10-01 and 1/16 on eac","title":"[THESIS] XZO \u2014 On October 1, 2021, reporting person Paresh Patel was granted an option to purchase 5,000,000 shares of Exzeo Group, Inc. common stock, vesting 1/4 on 2022-10-01 and 1/16 on each subseq","updated_at":"2026-04-17T03:26:51.628880+00:00"}...
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NULL
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0.3861
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artifact_opportunity_thesis:artf_thesis_0e068a1c29 artifact_opportunity_thesis:artf_thesis_0e068a1c291678f3...
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NULL
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2026-04-17T03:27:09.136452+00:00
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Edit
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353133
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evt_8656193a6f66
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signal_ingest
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2026-04-20T00:08:02.190808+00:00
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daemon:signal_enrichment
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[]
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{"created_at":"2026-04-20T00:02:15.279 {"created_at":"2026-04-20T00:02:15.279793+00:00","dedupe_key":"signal_enriched:news_delta:0640e190be41cf0f","evidence_event_ids":["evt_ff1090c689b5"],"signal_type":"news_headline_delta","source":"news_rss","value":{"aggregator_url":"https://news.google.com/rss/articles/CBMiiAFBVV95cUxPanF4a3BkUkhIQ0I0cDE4MkJqaEk0YXAtUW1oX0pPcGlZUEZnWDAzMll3UVR2eUZ5ZTBCUHI2VC13N3J4dnNrdFdiT2poUjREZnlYSmFpclZkZDB3ZlM4YkEzWXlVT0JkN2E5cU1IYzVMYzdWd1QwdFVWbE1TcEZvOWtVdGs1ZGtL?oc=5","as_of":"2026-04-20T00:02:15.279793+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/CBMiiAFBVV95cUxPanF4a3BkUkhIQ0I0cDE4MkJqaEk0YXAtUW1oX0pPcGlZUEZnWDAzMll3UVR2eUZ5ZTBCUHI2VC13N3J4dnNrdFdiT2poUjREZnlYSmFpclZkZDB3ZlM4YkEzWXlVT0JkN2E5cU1IYzVMYzdWd1QwdFVWbE1TcEZvOWtVdGs1ZGtL?oc=5","article_chars":0,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_35be95b20878ebca","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":"2026-04-20T00:08:02.190748+00:00","extraction_method":"none","fetched_description":"","fetched_title":"","final_url":"https://news.google.com/rss/articles/CBMiiAFBVV95cUxPanF4a3BkUkhIQ0I0cDE4MkJqaEk0YXAtUW1oX0pPcGlZUEZnWDAzMll3UVR2eUZ5ZTBCUHI2VC13N3J4dnNrdFdiT2poUjREZnlYSmFpclZkZDB3ZlM4YkEzWXlVT0JkN2E5cU1IYzVMYzdWd1QwdFVWbE1TcEZvOWtVdGs1ZGtL?oc=5&hl=en-US&gl=US&ceid=US:en","html_truncated":true,"paywall_likely":false,"publisher_domain":"axios.com","publisher_resolution":"payload_source_domain","requested_url":"https://news.google.com/rss/articles/CBMiiAFBVV95cUxPanF4a3BkUkhIQ0I0cDE4MkJqaEk0YXAtUW1oX0pPcGlZUEZnWDAzMll3UVR2eUZ5ZTBCUHI2VC13N3J4dnNrdFdiT2poUjREZnlYSmFpclZkZDB3ZlM4YkEzWXlVT0JkN2E5cU1IYzVMYzdWd1QwdFVWbE1TcEZvOWtVdGs1ZGtL?oc=5","source_event_id":"evt_ff1090c689b5","source_quality":"empty","status_code":200,"version":"signal_enrichment_v2"},"fp":"3a0cc812228fad7d","published_at":"2026-04-19T23:00:28+00:00","publisher_domain":"axios.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: Oil prices jump after US seizes Iran ship, Strait of Hormuz setbacks - Axios","Source summary: Oil prices jump after US seizes Iran ship, Strait of Hormuz setbacks Axios Oil Prices Jumped and Stock Futures Fell on Renewed Iran Conflict The New York Times Oil prices jump amid renewed tensions over the Strait of Hormuz NBC News Oil jumps and stock futures slip as Iran tensions unsettle markets Reuters Stock Market Rallies As Strait Of Hormuz Reopens; U.S.-Iran Talks, Tesla Earnings Loom Investor's Business Daily"],"numeric_claims":[],"primary_claim":"Oil prices jump after US seizes Iran ship, Strait of Hormuz setbacks - Axios","relevance_score":0.46,"sentiment":"neutral","source_quality":"unknown","summary":"Oil prices jump after US seizes Iran ship, Strait of Hormuz setbacks Axios Oil Prices Jumped and Stock Futures Fell on Renewed Iran Conflict The New York Times Oil prices jump amid renewed tensions over the Strait of Hormuz NBC News Oil jumps and stock futures slip as Iran tensions unsettle markets Reuters Stock Market Rallies As Strait Of Hormuz Reopens; U.S.-Iran Talks, Tesla Earnings Loom Inves","topics":["news headline"]},"source":"Axios","source_domain":"axios.com","source_url":"https://www.axios.com","summary":"Oil prices jump after US seizes Iran ship, Strait of Hormuz setbacks Axios Oil Prices Jumped and Stock Futures Fell on Renewed Iran Conflict The New York Times Oil prices jump amid renewed tensions over the Strait of Hormuz NBC News Oil jumps and stock futures slip as Iran tensions unsettle markets Reuters Stock Market Rallies As Strait Of Hormuz Reopens; U.S.-Iran Talks, Tesla Earnings Loom Investor's Business Daily","title":"Oil prices jump after US seizes Iran ship, Strait of Hormuz setbacks - Axios","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_35be95b20878ebca
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0.42
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signal_enriched:news_delta:0640e190be41cf0f
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NULL
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2026-04-20T00:08:02.190927+00:00
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32160
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evt_8653e3e79eb1
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artifact_upsert
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2026-04-13T02:41:20.342542+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":"2026-04-13T02:41:20.342542+00:00","evidence_event_ids":[],"kind":"daily_plan","meta":{"day":"2026-04-12","fingerprint":"8bc5aeaa87b2d95d115d4e6a713d6c3d1c50c8a8","plan_fingerprint":"fe85ca41e7cfb6a972f9f2c145a5ef3497a212d3","source":"planner"},"output_json":{"day":"2026-04-12","plan":{"day":"2026-04-12","do_now":[],"do_today":[],"meta":{"built_at":"2026-04-13T02:41:20.342542+00:00","daily_synthesis_source":"fallback","day":"2026-04-12","filters":{"deduped":0,"internal_shadow":0,"noise_signal":1,"stale":5,"stale_question":0,"stale_workflow":0},"fingerprint":"c4f186e487d4eb09108814757c961f67bc2f87dc","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":"c4f186e487d4eb09108814757c961f67bc2f87dc","planner_model":"gpt-5.4-nano"}},"output_mrkdwn":"*Daily Plan* \u2014 2026-04-12","ready_at":"2026-04-13T02:41:20.342542+00:00","status":"ready","summary":null,"title":"Daily Plan 2026-04-12","updated_at":"2026-04-13T02:41:20.342542+00:00"}...
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NULL
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0.95
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artifact_upsert:daily_plan:2026-04-12:8bc5aeaa87b2 artifact_upsert:daily_plan:2026-04-12:8bc5aeaa87b2d95d115d4e6a713d6c3d1c50c8a8...
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NULL
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2026-04-13T02:41:20.550291+00:00
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44384
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evt_864ee2ec753b
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llm_usage
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2026-04-14T20:15:54.429819+00:00
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llm:openai
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[]
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{"cost_usd":0.000549,"meta":{" {"cost_usd":0.000549,"meta":{"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":4.254882,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":387,"input_tokens_original":387,"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_0c47498319dc052b0069dea077c7248190843e273b70f6a99e","usage":{"input_tokens":743,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1063}}...
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NULL
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0.0
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llm_usage:resp_0c47498319dc052b0069dea077c72481908 llm_usage:resp_0c47498319dc052b0069dea077c7248190843e273b70f6a99e...
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NULL
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2026-04-14T20:15:54.429870+00:00
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Edit
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44295
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evt_864e8ca70a59
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planner_plan_built
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2026-04-14T20:10:49.059340+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":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":null,"headline":"News claim about Saylor/BTC $1B buy at ~71.9k avg lacks primary transaction proof","id":"sig:7e92950e03d585b4","kind":"inbox","links":{"dedupe_key":"intel_alert_signal:isk_7a80fd7e13132da3e18b:20260414_1030","evidence_event_ids":["evt_c7520a2737ee"],"reason_trace":{},"severity":"high","signal_id":"sig_6d7b4dafe60d","signal_type":"intel_alert","source":"intel_digest","topic_key":"signal:intel_alert:d59ca58d1f3fb481","triage":{"action_hints":["schedule review to verify claim against primary sources or reputable filings before treating as fact"],"confidence":0.62,"disposition":"park","entity_ids":[],"headline":"News claim about Saylor/BTC $1B buy at ~71.9k avg lacks primary transaction 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yet."}],"do_today":[],"meta":{"built_at":"2026-04-14T20:10:49.059340+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":"46cc4a6910dc57aa9e909ce6e0ee1c2e2ead3fd5","intelligence_directives":[],"limits":{"limit_inbox":250,"limit_pending":50,"max_do_now":5,"max_do_today":7,"max_must_do":5,"max_park":25,"max_should_do":7,"max_waiting":5},"owner_context":{"active_projects":[],"commitments":[],"top_focus":null,"work_focus":null},"planner_model":"gpt-5.4-nano","source":"planner","timezone":"America/New_York","week_start":"2026-04-13"},"must_do":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":null,"headline":"News claim about Saylor/BTC $1B buy at ~71.9k avg lacks primary transaction 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yet.","review_in_days":30,"route":"review","urgency":"low"},"user_visible":false},"next_touch_at_iso":null,"route":"review","score":25.0,"score_hint":0.0,"source_kind":"signal","tags":["family:general","priority:high","route:review","severity:high","signal","signal:intel_alert","source:intel_digest","triage:park","urgency:low"],"ts":"2026-04-14T12:39:03.706791+00:00","urgency":"low","user_visible":true,"waiting_on":null,"why_it_matters":"The alert is high-severity tagged but the provided text has no primary documentation or exact execution timestamps, so it\u2019s not actionable yet."},"parked":[],"should_do":[],"version":"planner_v3_hybrid","waiting":[]},"stats":{"builder":"deterministic_v2","counts":{"actionable":1,"do_now":1,"do_today":0,"inbox_in":1,"must_do":1,"parked":0,"pending_in":0,"should_do":0,"visible":1,"waiting":0},"daily_synthesis_source":"fallback","fingerprint":"46cc4a6910dc57aa9e909ce6e0ee1c2e2ead3fd5","planner_model":"gpt-5.4-nano"}}...
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NULL
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1.0
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planner_plan_built:2026-04-14:94c50811f911982c63f1 planner_plan_built:2026-04-14:94c50811f911982c63f12be62b3909053e341de2...
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NULL
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2026-04-14T20:10:49.491207+00:00
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60261
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evt_864dca1fccee
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artifact_upsert
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2026-04-16T22:21:06.062097+00:00
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memory_curation
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[]
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{"artifact_id":"art_memory_state_snaps {"artifact_id":"art_memory_state_snapshot_v1","confidence":0.72,"created_at":"2026-04-16T22:21:06.062097+00:00","evidence_event_ids":[],"kind":"memory_state_snapshot","meta":{"fingerprint":"58aed4529e43","generated_at":"2026-04-16T22:21:06.059211+00:00","source":"memory_curation","version":"v1"},"output_json":{"generated_at":"2026-04-16T22:21:06.059211+00:00","stats":{"counts_by_kind":[{"count":12,"kind":"preference"},{"count":9,"kind":"constraint"},{"count":7,"kind":"goal"},{"count":7,"kind":"values"},{"count":4,"kind":"decision_rule"},{"count":4,"kind":"project"},{"count":3,"kind":"biographical_fact"},{"count":3,"kind":"operational_preference"},{"count":3,"kind":"relationship"},{"count":1,"kind":"commitment"},{"count":1,"kind":"decision"},{"count":1,"kind":"dislike"}],"newest_item_at":"2026-04-16T22:21:05.852216+00:00","oldest_item_at":"2026-04-11T21:30:05.673718+00:00","total_items":55},"timezone":"America/New_York","version":"v1"},"output_mrkdwn":"Memory State Snapshot\nTotal items: 55\nTop kinds: preference:12, constraint:9, goal:7, values:7, decision_rule:4, project:4, biographical_fact:3, operational_preference:3","ready_at":"2026-04-16T22:21:06.062097+00:00","status":"ready","summary":"Memory State Snapshot; Total items: 55","title":"Memory state snapshot","updated_at":"2026-04-16T22:21:06.062097+00:00"}...
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NULL
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0.72
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artifact_upsert:memory_state_snapshot:58aed4529e43
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NULL
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2026-04-16T22:21:06.062175+00:00
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41900
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evt_864d8f3dff0d
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llm_usage
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2026-04-14T11:17:38.716369+00:00
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llm:openai
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[]
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{"cost_usd":0.001444,"meta":{" {"cost_usd":0.001444,"meta":{"governance":{"chars_trimmed":0,"complexity":"medium","cost_24h_usd":4.015737,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1475,"input_tokens_original":1475,"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_0206016ee350d8490069de224cfb388193a7206435670825a3","usage":{"input_tokens":1595,"input_tokens_details":{"cached_tokens":0},"output_tokens":900,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2495}}...
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NULL
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0.0
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llm_usage:resp_0206016ee350d8490069de224cfb388193a llm_usage:resp_0206016ee350d8490069de224cfb388193a7206435670825a3...
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NULL
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2026-04-14T11:17:38.716427+00:00
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398462
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evt_864c65b6e9fe
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nudge_suppressed
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2026-04-20T07:00:37.287026+00:00
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attention
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[]
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{"candidate_refs":[{"id":"sig: {"candidate_refs":[{"id":"sig:676be3b846d9e87b","kind":"inbox"}],"channel":"C0A8Q869CNL","cta":["review","decide","ignore"],"delivery_fp":null,"next_eligible_at":null,"nudge_kind":"inbox","reason_trace":{"age_hours":6.89,"distress_state_fp":null,"family":"high_consequence_signal","importance_band":"critical","incident_state_fp":"69ca0054e2bbdf18fe44","personalization":{"fields_sample":["relationship.girlfriend_person_id"],"mode":"bootstrap","owner_fact_count":1},"route":"risk","signal_type":"integration_failure","source":"ingestion","status":"open","tags":["family:high_consequence_signal","priority:high","route:risk","severity:high","signal","signal:integration_failure","source:ingestion","triage:escalate","urgency:high"],"triage_disposition":"escalate","triage_priority_score":166.76,"urgency":"high"},"score":362.24,"score_breakdown":{"age_penalty":0.0,"base":62.0,"confidence_bonus":12.48,"family_bonus":30.0,"route_bonus":24.0,"triage_priority_score":166.76,"urgency_bonus":55.0},"suppression_rules_applied":["incident_no_transition"],"topic_key":"signal:integration_failure:fb31acb1a6cecaed","why_now":"risk \u00b7 high \u00b7 6h ago"}...
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NULL
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1.0
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nudge:C0A8Q869CNL:suppressed:signal:integration_fa nudge:C0A8Q869CNL:suppressed:signal:integration_failure:fb31acb1a6cecaed:2026-04-20T07...
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NULL
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2026-04-20T07:00:37.287716+00:00
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464354
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evt_864bf575b45f
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opportunity_drop_decision
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2026-04-20T19:01:54.518737+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-20T19:01:54.518656+00:0 {"at":"2026-04-20T19:01:54.518656+00:00","entity_key":"equity:CPI","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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2026-04-20T19:01:54.518742+00:00
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249569
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evt_864a9cd6547d
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link_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:SCH {"link":{"from_id":"equity:SCHW","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-19T00:01:57.899937+00:00"}}...
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NULL
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0.0
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opportunity:member_of_close:onshoring_industrials: opportunity:member_of_close:onshoring_industrials:SCHW:2026-04-19...
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NULL
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2026-04-19T00:02:06.570757+00:00
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467046
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evt_864a78e6b065
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fact_conflict_detected
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2026-04-21T00:01:39.655390+00:00
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resolver
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["theme:bitcoin_treasury"]
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{"entity_id":"theme:bitcoin_treasury&# {"entity_id":"theme:bitcoin_treasury","field":"member_tickers","new_event_id":"evt_58f18e3e0cfb","new_ts":"2026-04-21T00:00:03.389291+00:00","new_value":["COIN","MARA","RIOT","MSTR","CLSK","HUT","GS","MS","IBIT","MSBT","BTC","BLK","BITCOIN"],"previous_event_id":"evt_3761fea21412","previous_ts":"2026-04-20T00:04:34.031122+00:00","previous_value":["COIN","MARA","RIOT","MSTR","CLSK","HUT","ETH","BTC","XYZ","XRP","DOGE","IBIT","SOL"],"resolution":"corrected","source":"resolver_recency_policy"}...
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NULL
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0.92
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fact_conflict:theme:bitcoin_treasury:member_ticker fact_conflict:theme:bitcoin_treasury:member_tickers:evt_58f18e3e0cfb...
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NULL
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2026-04-21T00:01:39.655463+00:00
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52097
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evt_864a30ea02f4
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llm_usage
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2026-04-15T23:32:43.063194+00:00
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llm:openai
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[]
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{"cost_usd":0.001375,"meta":{" {"cost_usd":0.001375,"meta":{"governance":{"chars_trimmed":0,"complexity":"medium","cost_24h_usd":2.951253,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":981,"input_tokens_original":981,"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_0e131e3823cb39220069e02015f3788190803e9af247e5bba8","usage":{"input_tokens":1252,"input_tokens_details":{"cached_tokens":0},"output_tokens":900,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2152}}...
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NULL
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0.0
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llm_usage:resp_0e131e3823cb39220069e02015f37881908 llm_usage:resp_0e131e3823cb39220069e02015f3788190803e9af247e5bba8...
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NULL
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2026-04-15T23:32:43.063257+00:00
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