|
113018
|
evt_edc5eaf926b5
|
opportunity_drop_decision
|
2026-04-18T00:54:38.458662+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-18T00:54:38.458601+00:0 {"at":"2026-04-18T00:54:38.458601+00:00","entity_key":"equity:CCFN","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_58bb509a31a8","where":"theme_universe_gate"}...
|
NULL
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0.0
|
NULL
|
NULL
|
2026-04-18T00:54:38.458667+00:00
|
Edit
Delete
|
|
400574
|
evt_edc5d739f2cb
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opportunity_drop_decision
|
2026-04-20T07:15:51.371483+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-20T07:15:51.371441+00:0 {"at":"2026-04-20T07:15:51.371441+00:00","entity_key":"equity:ZSPC","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_9a89c41885b0","where":"theme_universe_gate"}...
|
NULL
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0.0
|
NULL
|
NULL
|
2026-04-20T07:15:51.371500+00:00
|
Edit
Delete
|
|
104074
|
evt_edc5cbd269c5
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opportunity_drop_decision
|
2026-04-17T23:44:21.842969+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-17T23:44:21.842898+00:0 {"at":"2026-04-17T23:44:21.842898+00:00","entity_key":"equity:SRCE","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_2b782e630c55","where":"theme_universe_gate"}...
|
NULL
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0.0
|
NULL
|
NULL
|
2026-04-17T23:44:21.842974+00:00
|
Edit
Delete
|
|
253681
|
evt_edc5bee707bd
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opportunity_drop_decision
|
2026-04-19T00:42:16.770498+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T00:42:16.770462+00:0 {"at":"2026-04-19T00:42:16.770462+00:00","entity_key":"equity:AMZN","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_8f34de1ee857","where":"theme_universe_gate"}...
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NULL
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0.0
|
NULL
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NULL
|
2026-04-19T00:42:16.770502+00:00
|
Edit
Delete
|
|
96937
|
evt_edc58f7b623d
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opportunity_drop_decision
|
2026-04-17T22:44:15.253677+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-17T22:44:15.253634+00:0 {"at":"2026-04-17T22:44:15.253634+00:00","entity_key":"equity:CZNC","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_f4cf167cec32","where":"theme_universe_gate"}...
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NULL
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0.0
|
NULL
|
NULL
|
2026-04-17T22:44:15.253682+00:00
|
Edit
Delete
|
|
274559
|
evt_edc5756522a8
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opportunity_drop_decision
|
2026-04-19T04:52:37.325382+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T04:52:37.325350+00:0 {"at":"2026-04-19T04:52:37.325350+00:00","entity_key":"equity:LULU","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_01da2443ac8a","where":"theme_universe_gate"}...
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NULL
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0.0
|
NULL
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NULL
|
2026-04-19T04:52:37.325385+00:00
|
Edit
Delete
|
|
111517
|
evt_edc534abf719
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opportunity_drop_decision
|
2026-04-18T00:39:31.961122+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-18T00:39:31.961092+00:0 {"at":"2026-04-18T00:39:31.961092+00:00","entity_key":"equity:TSNDF","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_76096464eb60","where":"theme_universe_gate"}...
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NULL
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0.0
|
NULL
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NULL
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2026-04-18T00:39:31.961126+00:00
|
Edit
Delete
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|
443426
|
evt_edc504106400
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opportunity_drop_decision
|
2026-04-20T14:06:34.701470+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-20T14:06:34.701442+00:0 {"at":"2026-04-20T14:06:34.701442+00:00","entity_key":"equity:CTOS","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_5d4e26cd30d8","where":"theme_universe_gate"}...
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NULL
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0.0
|
NULL
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NULL
|
2026-04-20T14:06:34.701473+00:00
|
Edit
Delete
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|
52564
|
evt_edc500e24e03
|
llm_usage
|
2026-04-16T00:11:51.020704+00:00
|
llm:openai
|
[]
|
{"cost_usd":0.000567,"meta":{" {"cost_usd":0.000567,"meta":{"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":3.220871,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":502,"input_tokens_original":502,"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_0a7f9ec420fee0e70069e029447d888195857f655d15e16ada","usage":{"input_tokens":833,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1153}}...
|
NULL
|
0.0
|
llm_usage:resp_0a7f9ec420fee0e70069e029447d8881958 llm_usage:resp_0a7f9ec420fee0e70069e029447d888195857f655d15e16ada...
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NULL
|
2026-04-16T00:11:51.020791+00:00
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Edit
Delete
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238088
|
evt_edc4ffc8ba8c
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opportunity_drop_decision
|
2026-04-18T21:46:53.102006+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-18T21:46:53.101980+00:0 {"at":"2026-04-18T21:46:53.101980+00:00","entity_key":"equity:WFG","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_17983468dacf","where":"theme_universe_gate"}...
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NULL
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0.0
|
NULL
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NULL
|
2026-04-18T21:46:53.102009+00:00
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Edit
Delete
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|
277844
|
evt_edc4fdfe8d11
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opportunity_drop_decision
|
2026-04-19T05:37:43.486951+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T05:37:43.486917+00:0 {"at":"2026-04-19T05:37:43.486917+00:00","entity_key":"equity:ZHIHF","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_ad8d20294f9c","where":"theme_universe_gate"}...
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NULL
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0.0
|
NULL
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NULL
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2026-04-19T05:37:43.486955+00:00
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Edit
Delete
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24847
|
evt_edc4fc481250
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episode_started
|
2026-04-11T21:33:12.763620+00:00
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episode_route
|
[]
|
{"episode_id":"ep_77f9945fb333",&# {"episode_id":"ep_77f9945fb333","source":"slack","thread_id":"thr_7390fa7e6e0168be3b","trigger_event_id":"evt_fe558de13383","turn_id":"turn_evt_fe558de13383","user_label":"U080CUSS45P"}...
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NULL
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1.0
|
episode_started:ep_77f9945fb333:evt_fe558de13383
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ep_77f9945fb333
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2026-04-11T21:33:12.763710+00:00
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Edit
Delete
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360445
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evt_edc4dd9b38d0
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opportunity_drop_decision
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2026-04-20T01:14:51.331002+00:00
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opportunity_daemon
|
[]
|
{"at":"2026-04-20T01:14:51.330964+00:0 {"at":"2026-04-20T01:14:51.330964+00:00","entity_key":"equity:RPT","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_2a293146e3df","where":"theme_universe_gate"}...
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NULL
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0.0
|
NULL
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NULL
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2026-04-20T01:14:51.331007+00:00
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Edit
Delete
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|
374210
|
evt_edc4d110e708
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opportunity_drop_decision
|
2026-04-20T03:20:14.766932+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-20T03:20:14.766876+00:0 {"at":"2026-04-20T03:20:14.766876+00:00","entity_key":"equity:CDNS","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_5208172b0642","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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2026-04-20T03:20:14.766937+00:00
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Edit
Delete
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|
324740
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evt_edc499e16f1a
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opportunity_drop_decision
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2026-04-19T17:14:03.588660+00:00
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opportunity_daemon
|
[]
|
{"at":"2026-04-19T17:14:03.588596+00:0 {"at":"2026-04-19T17:14:03.588596+00:00","entity_key":"equity:XZO","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_3cd74e287f06","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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2026-04-19T17:14:03.588665+00:00
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Edit
Delete
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158607
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evt_edc490d80030
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opportunity_drop_decision
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2026-04-18T08:05:54.087604+00:00
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opportunity_daemon
|
[]
|
{"at":"2026-04-18T08:05:54.087537+00:0 {"at":"2026-04-18T08:05:54.087537+00:00","entity_key":"equity:PEN","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1b84c329dd08","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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2026-04-18T08:05:54.087608+00:00
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Edit
Delete
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375892
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evt_edc479ef7fda
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opportunity_drop_decision
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2026-04-20T03:35:13.066214+00:00
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opportunity_daemon
|
[]
|
{"at":"2026-04-20T03:35:13.066133+00:0 {"at":"2026-04-20T03:35:13.066133+00:00","entity_key":"equity:CRI","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_b9e93104430f","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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2026-04-20T03:35:13.066219+00:00
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Edit
Delete
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64268
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evt_edc47033cf57
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planner_plan_built
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2026-04-17T12:57:54.739575+00:00
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planner
|
[]
|
{"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":"2026-04-17T12:57:54.739575+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"}}...
|
NULL
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1.0
|
planner_plan_built:2026-04-17:ddb9f4a739dcdbf0d46f planner_plan_built:2026-04-17:ddb9f4a739dcdbf0d46f7f3e041aef8ce880b284...
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NULL
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2026-04-17T12:57:58.455833+00:00
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Edit
Delete
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171660
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evt_edc44b1b7bfe
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opportunity_drop_decision
|
2026-04-18T10:15:43.956851+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-18T10:15:43.956816+00:0 {"at":"2026-04-18T10:15:43.956816+00:00","entity_key":"equity:MOH","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_e5076b31756d","where":"theme_universe_gate"}...
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NULL
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0.0
|
NULL
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NULL
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2026-04-18T10:15:43.956855+00:00
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Edit
Delete
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|
192834
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evt_edc3e9fd28fa
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opportunity_drop_decision
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2026-04-18T13:41:10.081791+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-18T13:41:10.081751+00:0 {"at":"2026-04-18T13:41:10.081751+00:00","entity_key":"equity:ALICE","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_ee072fada35d","where":"theme_universe_gate"}...
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NULL
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0.0
|
NULL
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NULL
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2026-04-18T13:41:10.081794+00:00
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Edit
Delete
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|
183807
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evt_edc3cbbbc9a0
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opportunity_drop_decision
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2026-04-18T12:10:49.952230+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-18T12:10:49.952191+00:0 {"at":"2026-04-18T12:10:49.952191+00:00","entity_key":"equity:WSBC","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_fba68907daa9","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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2026-04-18T12:10:49.952234+00:00
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Edit
Delete
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|
169833
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evt_edc397c0b6dc
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opportunity_drop_decision
|
2026-04-18T09:55:36.774545+00:00
|
opportunity_daemon
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[]
|
{"at":"2026-04-18T09:55:36.774489+00:0 {"at":"2026-04-18T09:55:36.774489+00:00","entity_key":"equity:YELP","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_328a59344665","where":"theme_universe_gate"}...
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NULL
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0.0
|
NULL
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NULL
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2026-04-18T09:55:36.774549+00:00
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Edit
Delete
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249468
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evt_edc3946d563b
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opportunity_drop_decision
|
2026-04-18T23:57:10.104657+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-18T23:57:10.104628+00:0 {"at":"2026-04-18T23:57:10.104628+00:00","entity_key":"equity:PLTR","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_4272159cf3b2","where":"theme_universe_gate"}...
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NULL
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0.0
|
NULL
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NULL
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2026-04-18T23:57:10.104662+00:00
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Edit
Delete
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403910
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evt_edc38e7f9f01
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opportunity_drop_decision
|
2026-04-20T07:50:47.126306+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-20T07:50:47.126279+00:0 {"at":"2026-04-20T07:50:47.126279+00:00","entity_key":"equity:HTH","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_19761f75ddfe","where":"theme_universe_gate"}...
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NULL
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0.0
|
NULL
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NULL
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2026-04-20T07:50:47.126309+00:00
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Edit
Delete
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442197
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evt_edc326ed782c
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opportunity_drop_decision
|
2026-04-20T13:51:38.521169+00:00
|
opportunity_daemon
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[]
|
{"at":"2026-04-20T13:51:38.521141+00:0 {"at":"2026-04-20T13:51:38.521141+00:00","entity_key":"equity:AMAL","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1f64e9c8a86c","where":"theme_universe_gate"}...
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NULL
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0.0
|
NULL
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NULL
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2026-04-20T13:51:38.521172+00:00
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Edit
Delete
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|
176114
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evt_edc2eedd4e02
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opportunity_drop_decision
|
2026-04-18T10:55:44.364675+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-18T10:55:44.364617+00:0 {"at":"2026-04-18T10:55:44.364617+00:00","entity_key":"equity:VS","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_063bad5cf4cc","where":"theme_universe_gate"}...
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NULL
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0.0
|
NULL
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NULL
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2026-04-18T10:55:44.364680+00:00
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Edit
Delete
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187396
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evt_edc2ed0d6a4e
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opportunity_drop_decision
|
2026-04-18T12:45:52.593779+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-18T12:45:52.593753+00:0 {"at":"2026-04-18T12:45:52.593753+00:00","entity_key":"equity:VRSK","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_e98f7bde1257","where":"theme_universe_gate"}...
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NULL
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0.0
|
NULL
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NULL
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2026-04-18T12:45:52.593782+00:00
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Edit
Delete
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184731
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evt_edc2e9d61305
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opportunity_drop_decision
|
2026-04-18T12:20:57.051400+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-18T12:20:57.051299+00:0 {"at":"2026-04-18T12:20:57.051299+00:00","entity_key":"equity:TON","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_833fea818e5d","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-18T12:20:57.051408+00:00
|
Edit
Delete
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|
337736
|
evt_edc2dbd6bd9b
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opportunity_drop_decision
|
2026-04-19T20:25:21.773954+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T20:25:21.773886+00:0 {"at":"2026-04-19T20:25:21.773886+00:00","entity_key":"commodity:us_oil_wti","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_c6e9b055e45b","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T20:25:21.773957+00:00
|
Edit
Delete
|
|
330868
|
evt_edc2b5d730e3
|
opportunity_drop_decision
|
2026-04-19T18:44:11.619878+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T18:44:11.619845+00:0 {"at":"2026-04-19T18:44:11.619845+00:00","entity_key":"equity:POST","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_706d84a7566a","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T18:44:11.619883+00:00
|
Edit
Delete
|
|
286902
|
evt_edc2b0eedade
|
opportunity_drop_decision
|
2026-04-19T07:53:02.048864+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T07:53:02.048833+00:0 {"at":"2026-04-19T07:53:02.048833+00:00","entity_key":"equity:JNJ","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_4455520c586e","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T07:53:02.048868+00:00
|
Edit
Delete
|
|
173539
|
evt_edc267ea4c78
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opportunity_drop_decision
|
2026-04-18T10:30:40.712603+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-18T10:30:40.712568+00:0 {"at":"2026-04-18T10:30:40.712568+00:00","entity_key":"equity:ZARE","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_a4916745256f","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-18T10:30:40.712608+00:00
|
Edit
Delete
|
|
217158
|
evt_edc1fc67c471
|
opportunity_drop_decision
|
2026-04-18T17:56:26.936051+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-18T17:56:26.936002+00:0 {"at":"2026-04-18T17:56:26.936002+00:00","entity_key":"equity:BFH","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_46c817422f57","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-18T17:56:26.936055+00:00
|
Edit
Delete
|
|
107412
|
evt_edc1c623bbe5
|
fact_correction_applied
|
2026-04-18T00:05:58.012238+00:00
|
resolver
|
["theme:cybersecurity_cycle"]
|
{"candidate_new_value":["PANW", {"candidate_new_value":["PANW","CRWD","ZS","NET","S","FTNT","OKTA","NASDAQ","AI"],"candidate_previous_value":["PANW","CRWD","ZS","NET","S","FTNT","OKTA"],"decision":"use_new","entity_id":"theme:cybersecurity_cycle","field":"member_tickers","reason":"recency_wins","source":"resolver_recency_policy","source_event_id":"evt_26a60ce378bf","supersedes_event_id":"evt_15a43e3ed89c","value":["PANW","CRWD","ZS","NET","S","FTNT","OKTA","NASDAQ","AI"]}...
|
NULL
|
0.95
|
fact_correction:theme:cybersecurity_cycle:member_t fact_correction:theme:cybersecurity_cycle:member_tickers:evt_26a60ce378bf...
|
NULL
|
2026-04-18T00:05:58.016907+00:00
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Edit
Delete
|
|
443794
|
evt_edc1a0510412
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opportunity_drop_decision
|
2026-04-20T14:06:36.728888+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-20T14:06:36.728856+00:0 {"at":"2026-04-20T14:06:36.728856+00:00","entity_key":"equity:WEA","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_5d4e26cd30d8","where":"theme_universe_gate"}...
|
NULL
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0.0
|
NULL
|
NULL
|
2026-04-20T14:06:36.728891+00:00
|
Edit
Delete
|
|
305754
|
evt_edc192cb0f4c
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opportunity_drop_decision
|
2026-04-19T12:38:31.643345+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T12:38:31.643285+00:0 {"at":"2026-04-19T12:38:31.643285+00:00","entity_key":"equity:ALGO","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_dbc5e736d1b3","where":"theme_universe_gate"}...
|
NULL
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0.0
|
NULL
|
NULL
|
2026-04-19T12:38:31.643349+00:00
|
Edit
Delete
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|
285571
|
evt_edc190f2ffce
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opportunity_drop_decision
|
2026-04-19T07:32:52.140326+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T07:32:52.140279+00:0 {"at":"2026-04-19T07:32:52.140279+00:00","entity_key":"equity:AVNT","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_37e1c8b1025e","where":"theme_universe_gate"}...
|
NULL
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0.0
|
NULL
|
NULL
|
2026-04-19T07:32:52.140330+00:00
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Edit
Delete
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|
85495
|
evt_edc1777f3378
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opportunity_drop_decision
|
2026-04-17T21:04:09.952385+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-17T21:04:09.952353+00:0 {"at":"2026-04-17T21:04:09.952353+00:00","entity_key":"equity:STRD","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_476b22493db4","where":"theme_universe_gate"}...
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NULL
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0.0
|
NULL
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NULL
|
2026-04-17T21:04:09.952390+00:00
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Edit
Delete
|
|
378438
|
evt_edc1600745b6
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opportunity_drop_decision
|
2026-04-20T03:55:09.084478+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-20T03:55:09.084407+00:0 {"at":"2026-04-20T03:55:09.084407+00:00","entity_key":"equity:BSX","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_0df7f20cfbaf","where":"theme_universe_gate"}...
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NULL
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0.0
|
NULL
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NULL
|
2026-04-20T03:55:09.084481+00:00
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Edit
Delete
|
|
254878
|
evt_edc15e5029df
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opportunity_drop_decision
|
2026-04-19T00:57:16.009235+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T00:57:16.009172+00:0 {"at":"2026-04-19T00:57:16.009172+00:00","entity_key":"equity:CCNB","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_7a441f3a8c0d","where":"theme_universe_gate"}...
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NULL
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0.0
|
NULL
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NULL
|
2026-04-19T00:57:16.009241+00:00
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Edit
Delete
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|
409910
|
evt_edc14389ae8a
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opportunity_drop_decision
|
2026-04-20T08:45:58.178807+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-20T08:45:58.178774+00:0 {"at":"2026-04-20T08:45:58.178774+00:00","entity_key":"equity:OIS","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_b321ce4b984a","where":"theme_universe_gate"}...
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NULL
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0.0
|
NULL
|
NULL
|
2026-04-20T08:45:58.178810+00:00
|
Edit
Delete
|
|
303133
|
evt_edc0e47b6cb0
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opportunity_drop_decision
|
2026-04-19T11:58:27.360536+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T11:58:27.360502+00:0 {"at":"2026-04-19T11:58:27.360502+00:00","entity_key":"equity:JNJ","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_cb3040eddea7","where":"theme_universe_gate"}...
|
NULL
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0.0
|
NULL
|
NULL
|
2026-04-19T11:58:27.360541+00:00
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Edit
Delete
|
|
43020
|
evt_edc0c5d1b7f5
|
llm_usage
|
2026-04-14T14:23:02.762253+00:00
|
llm:openai
|
[]
|
{"cost_usd":0.00134,"meta":{"g {"cost_usd":0.00134,"meta":{"governance":{"chars_trimmed":0,"complexity":"medium","cost_24h_usd":4.262065,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1249,"input_tokens_original":1249,"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_0d875f89b0a748d40069de4dc0f39c8194a945ca38d03da047","usage":{"input_tokens":1326,"input_tokens_details":{"cached_tokens":0},"output_tokens":860,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2186}}...
|
NULL
|
0.0
|
llm_usage:resp_0d875f89b0a748d40069de4dc0f39c8194a llm_usage:resp_0d875f89b0a748d40069de4dc0f39c8194a945ca38d03da047...
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NULL
|
2026-04-14T14:23:02.762400+00:00
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Edit
Delete
|
|
343323
|
evt_edc00522cd35
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opportunity_drop_decision
|
2026-04-19T21:49:48.224564+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T21:49:48.224488+00:0 {"at":"2026-04-19T21:49:48.224488+00:00","entity_key":"equity:RAVE","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_3bafa09a7a75","where":"theme_universe_gate"}...
|
NULL
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0.0
|
NULL
|
NULL
|
2026-04-19T21:49:48.224570+00:00
|
Edit
Delete
|
|
290920
|
evt_edbfee4a0146
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opportunity_drop_decision
|
2026-04-19T08:53:03.193001+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T08:53:03.192918+00:0 {"at":"2026-04-19T08:53:03.192918+00:00","entity_key":"equity:ZH","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_2bb1fc46b34d","where":"theme_universe_gate"}...
|
NULL
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0.0
|
NULL
|
NULL
|
2026-04-19T08:53:03.193006+00:00
|
Edit
Delete
|
|
128822
|
evt_edbf9e35786d
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opportunity_drop_decision
|
2026-04-18T03:24:44.883455+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-18T03:24:44.883426+00:0 {"at":"2026-04-18T03:24:44.883426+00:00","entity_key":"equity:HAS","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_263e08672c49","where":"theme_universe_gate"}...
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NULL
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0.0
|
NULL
|
NULL
|
2026-04-18T03:24:44.883459+00:00
|
Edit
Delete
|
|
298154
|
evt_edbf9baf6e33
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opportunity_drop_decision
|
2026-04-19T10:43:11.739653+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T10:43:11.739607+00:0 {"at":"2026-04-19T10:43:11.739607+00:00","entity_key":"equity:MSTR","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_bda82bb82445","where":"theme_universe_gate"}...
|
NULL
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0.0
|
NULL
|
NULL
|
2026-04-19T10:43:11.739657+00:00
|
Edit
Delete
|
|
92665
|
evt_edbf9616e8d2
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opportunity_drop_decision
|
2026-04-17T22:04:12.689570+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-17T22:04:12.689538+00:0 {"at":"2026-04-17T22:04:12.689538+00:00","entity_key":"equity:XLP","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_dcf7efa9c344","where":"theme_universe_gate"}...
|
NULL
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0.0
|
NULL
|
NULL
|
2026-04-17T22:04:12.689573+00:00
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Edit
Delete
|
|
127816
|
evt_edbf71c22cc0
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opportunity_drop_decision
|
2026-04-18T03:14:46.287902+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-18T03:14:46.287829+00:0 {"at":"2026-04-18T03:14:46.287829+00:00","entity_key":"equity:WTW","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_0120fb6fffb3","where":"theme_universe_gate"}...
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NULL
|
0.0
|
NULL
|
NULL
|
2026-04-18T03:14:46.287907+00:00
|
Edit
Delete
|
|
342043
|
evt_edbf3f8f9db9
|
opportunity_drop_decision
|
2026-04-19T21:29:52.518845+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T21:29:52.518815+00:0 {"at":"2026-04-19T21:29:52.518815+00:00","entity_key":"equity:ANGL","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_d382f8927f96","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T21:29:52.518849+00:00
|
Edit
Delete
|