|
320271
|
evt_3afa3900d42f
|
opportunity_drop_decision
|
2026-04-19T16:13:49.505147+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.505101+00:0 {"at":"2026-04-19T16:13:49.505101+00:00","entity_key":"equity:BWB","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.505152+00:00
|
Edit
Delete
|
|
320270
|
evt_904a506406ea
|
opportunity_drop_decision
|
2026-04-19T16:13:49.501603+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.501561+00:0 {"at":"2026-04-19T16:13:49.501561+00:00","entity_key":"equity:BBNX","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.501608+00:00
|
Edit
Delete
|
|
320269
|
evt_70199e770420
|
opportunity_drop_decision
|
2026-04-19T16:13:49.498573+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.498531+00:0 {"at":"2026-04-19T16:13:49.498531+00:00","entity_key":"equity:AUB","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.498578+00:00
|
Edit
Delete
|
|
320268
|
evt_5e21a2d2ee63
|
opportunity_drop_decision
|
2026-04-19T16:13:49.494864+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.494806+00:0 {"at":"2026-04-19T16:13:49.494806+00:00","entity_key":"equity:ARR","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.494870+00:00
|
Edit
Delete
|
|
320267
|
evt_5a0df9ea3e19
|
opportunity_drop_decision
|
2026-04-19T16:13:49.491361+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.491298+00:0 {"at":"2026-04-19T16:13:49.491298+00:00","entity_key":"equity:ADC","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.491367+00:00
|
Edit
Delete
|
|
320266
|
evt_6b966440ae92
|
opportunity_drop_decision
|
2026-04-19T16:13:49.487566+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.487526+00:0 {"at":"2026-04-19T16:13:49.487526+00:00","entity_key":"equity:GOVB","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.487571+00:00
|
Edit
Delete
|
|
320265
|
evt_588a1e588b63
|
opportunity_drop_decision
|
2026-04-19T16:13:49.483065+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.482991+00:0 {"at":"2026-04-19T16:13:49.482991+00:00","entity_key":"equity:ERH","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.483070+00:00
|
Edit
Delete
|
|
320264
|
evt_6b2a3cc0dda7
|
opportunity_drop_decision
|
2026-04-19T16:13:49.477739+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.477659+00:0 {"at":"2026-04-19T16:13:49.477659+00:00","entity_key":"equity:EDVR","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.477744+00:00
|
Edit
Delete
|
|
320263
|
evt_4b172eeb7d0c
|
opportunity_drop_decision
|
2026-04-19T16:13:49.406648+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.406601+00:0 {"at":"2026-04-19T16:13:49.406601+00:00","entity_key":"equity:ECX","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.406652+00:00
|
Edit
Delete
|
|
320262
|
evt_9bea8cdbd06a
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opportunity_drop_decision
|
2026-04-19T16:13:49.402206+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.402177+00:0 {"at":"2026-04-19T16:13:49.402177+00:00","entity_key":"equity:BLMH","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.402209+00:00
|
Edit
Delete
|
|
320261
|
evt_e2a81a1d2690
|
opportunity_drop_decision
|
2026-04-19T16:13:49.399552+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.399515+00:0 {"at":"2026-04-19T16:13:49.399515+00:00","entity_key":"equity:ASRV","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.399555+00:00
|
Edit
Delete
|
|
320260
|
evt_3f50c78f6aef
|
opportunity_drop_decision
|
2026-04-19T16:13:49.396743+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.396682+00:0 {"at":"2026-04-19T16:13:49.396682+00:00","entity_key":"equity:ADX","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.396749+00:00
|
Edit
Delete
|
|
320259
|
evt_4421e178ff36
|
opportunity_drop_decision
|
2026-04-19T16:13:49.393379+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.393335+00:0 {"at":"2026-04-19T16:13:49.393335+00:00","entity_key":"equity:CME","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.393383+00:00
|
Edit
Delete
|
|
320258
|
evt_5d2935d22f5d
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opportunity_drop_decision
|
2026-04-19T16:13:49.390805+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.390777+00:0 {"at":"2026-04-19T16:13:49.390777+00:00","entity_key":"equity:CIVB","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.390810+00:00
|
Edit
Delete
|
|
320257
|
evt_06175e8c5046
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opportunity_drop_decision
|
2026-04-19T16:13:49.388568+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.388536+00:0 {"at":"2026-04-19T16:13:49.388536+00:00","entity_key":"equity:CHDN","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.388572+00:00
|
Edit
Delete
|
|
320256
|
evt_a61210363f2a
|
opportunity_drop_decision
|
2026-04-19T16:13:49.386208+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.386180+00:0 {"at":"2026-04-19T16:13:49.386180+00:00","entity_key":"equity:CCZ","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.386212+00:00
|
Edit
Delete
|
|
320255
|
evt_933178e5662a
|
opportunity_drop_decision
|
2026-04-19T16:13:49.383962+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.383926+00:0 {"at":"2026-04-19T16:13:49.383926+00:00","entity_key":"equity:CCS","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.383966+00:00
|
Edit
Delete
|
|
320254
|
evt_a56d578384ee
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opportunity_drop_decision
|
2026-04-19T16:13:49.381262+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.381228+00:0 {"at":"2026-04-19T16:13:49.381228+00:00","entity_key":"equity:CCI","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.381265+00:00
|
Edit
Delete
|
|
320253
|
evt_8f9bd414d611
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opportunity_drop_decision
|
2026-04-19T16:13:49.378592+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.378560+00:0 {"at":"2026-04-19T16:13:49.378560+00:00","entity_key":"equity:CBAN","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.378596+00:00
|
Edit
Delete
|
|
320252
|
evt_e4e8d951f09e
|
opportunity_drop_decision
|
2026-04-19T16:13:49.376221+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.376188+00:0 {"at":"2026-04-19T16:13:49.376188+00:00","entity_key":"equity:CATY","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.376224+00:00
|
Edit
Delete
|
|
320251
|
evt_31f8c97eec90
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opportunity_drop_decision
|
2026-04-19T16:13:49.373591+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.373539+00:0 {"at":"2026-04-19T16:13:49.373539+00:00","entity_key":"equity:CASH","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.373612+00:00
|
Edit
Delete
|
|
320250
|
evt_7fd82e088ea5
|
opportunity_drop_decision
|
2026-04-19T16:13:49.369967+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.369925+00:0 {"at":"2026-04-19T16:13:49.369925+00:00","entity_key":"equity:CACI","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.369972+00:00
|
Edit
Delete
|
|
320249
|
evt_0a488c6aebf9
|
opportunity_drop_decision
|
2026-04-19T16:13:49.366817+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.366760+00:0 {"at":"2026-04-19T16:13:49.366760+00:00","entity_key":"equity:BWFG","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.366821+00:00
|
Edit
Delete
|
|
320248
|
evt_e18399b0087a
|
opportunity_drop_decision
|
2026-04-19T16:13:49.363213+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.363134+00:0 {"at":"2026-04-19T16:13:49.363134+00:00","entity_key":"equity:BSX","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.363219+00:00
|
Edit
Delete
|
|
320247
|
evt_9f36e257caaf
|
opportunity_drop_decision
|
2026-04-19T16:13:49.360212+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.360172+00:0 {"at":"2026-04-19T16:13:49.360172+00:00","entity_key":"equity:BMXI","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.360216+00:00
|
Edit
Delete
|
|
320246
|
evt_b12a00c28eb0
|
opportunity_drop_decision
|
2026-04-19T16:13:49.356668+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.356615+00:0 {"at":"2026-04-19T16:13:49.356615+00:00","entity_key":"equity:BKU","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.356671+00:00
|
Edit
Delete
|
|
320245
|
evt_40abe627ab4f
|
opportunity_drop_decision
|
2026-04-19T16:13:49.353305+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.353259+00:0 {"at":"2026-04-19T16:13:49.353259+00:00","entity_key":"equity:BDN","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.353309+00:00
|
Edit
Delete
|
|
320244
|
evt_0da50e09702c
|
opportunity_drop_decision
|
2026-04-19T16:13:49.350653+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.350611+00:0 {"at":"2026-04-19T16:13:49.350611+00:00","entity_key":"equity:BANR","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.350657+00:00
|
Edit
Delete
|
|
320243
|
evt_046d727985eb
|
opportunity_drop_decision
|
2026-04-19T16:13:49.347430+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.347398+00:0 {"at":"2026-04-19T16:13:49.347398+00:00","entity_key":"equity:BANC","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.347434+00:00
|
Edit
Delete
|
|
320242
|
evt_3f4ae7bdb853
|
opportunity_drop_decision
|
2026-04-19T16:13:49.344412+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.344366+00:0 {"at":"2026-04-19T16:13:49.344366+00:00","entity_key":"equity:BA","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.344416+00:00
|
Edit
Delete
|
|
320241
|
evt_1d97595da79c
|
opportunity_drop_decision
|
2026-04-19T16:13:49.341448+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.341375+00:0 {"at":"2026-04-19T16:13:49.341375+00:00","entity_key":"equity:AZZ","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.341452+00:00
|
Edit
Delete
|
|
320240
|
evt_1d69c69d0ba2
|
opportunity_drop_decision
|
2026-04-19T16:13:49.255402+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.255311+00:0 {"at":"2026-04-19T16:13:49.255311+00:00","entity_key":"equity:ASGN","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.255408+00:00
|
Edit
Delete
|
|
320239
|
evt_34b7a881ade6
|
opportunity_drop_decision
|
2026-04-19T16:13:49.240692+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T16:13:49.240645+00:0 {"at":"2026-04-19T16:13:49.240645+00:00","entity_key":"equity:AMSF","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-19T16:13:49.240697+00:00
|
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320238
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evt_c8546304e58b
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llm_usage
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2026-04-19T16:13:48.443085+00:00
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llm:openai
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[]
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{"cost_usd":0.001285,"meta":{" {"cost_usd":0.001285,"meta":{"feature":"opportunity_theme_emergence","governance":{"chars_trimmed":10043,"complexity":"medium","cost_24h_usd":0.865327,"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_0a8d1c5132d65aed0069e4ff3797308194ba3444dc53fbfa39","usage":{"input_tokens":2425,"input_tokens_details":{"cached_tokens":1792},"output_tokens":640,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":3065}}...
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NULL
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0.0
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llm_usage:resp_0a8d1c5132d65aed0069e4ff3797308194b llm_usage:resp_0a8d1c5132d65aed0069e4ff3797308194ba3444dc53fbfa39...
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NULL
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2026-04-19T16:13:48.443859+00:00
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320237
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evt_e79c23a52ab1
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opportunity_drop_decision
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2026-04-19T16:13:42.251021+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T16:13:42.188328+00:0 {"at":"2026-04-19T16:13:42.188328+00:00","entity_key":"equity:DNTH","reason_code":"noise:10b5_1","signal_id":"sig_0934a7fa2716","tick_id":"otick_1504d5061e76","where":"signal_interpretation"}...
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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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2026-04-19T16:13:42.251040+00:00
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Edit
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320236
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evt_46aa5837c5f2
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artifact_upsert
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2026-04-19T16:13:39.449833+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_2026-04-19","confidence":0.95,"created_at":"2026-04-19T16:13:39.449833+00:00","evidence_event_ids":[],"kind":"daily_plan","meta":{"day":"2026-04-19","fingerprint":"1b446e9816229ec7cb7de1f65c6c8f4df2f7781b","plan_fingerprint":"f6a0568a3a2d6f870e6d068fabd84c3a87a5e561","source":"planner"},"output_json":{"day":"2026-04-19","plan":{"day":"2026-04-19","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":"2026-04-19T16:13:39.449833+00:00","daily_synthesis_source":"fallback","day":"2026-04-19","filters":{"deduped":0,"internal_shadow":0,"noise_signal":2,"stale":2,"stale_question":0,"stale_workflow":0},"fingerprint":"9a75a0eeb375a1bccfa39ddae7a6085b8e3ae79f","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":"9a75a0eeb375a1bccfa39ddae7a6085b8e3ae79f","planner_model":"gpt-5.4-nano"}},"output_mrkdwn":"*Daily Plan* \u2014 2026-04-19\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":"2026-04-19T16:13:39.449833+00:00","status":"ready","summary":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","title":"Daily Plan 2026-04-19","updated_at":"2026-04-19T16:13:39.449833+00:00"}...
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NULL
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0.95
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artifact_upsert:daily_plan:2026-04-19:1b446e981622 artifact_upsert:daily_plan:2026-04-19:1b446e9816229ec7cb7de1f65c6c8f4df2f7781b...
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NULL
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2026-04-19T16:13:39.678263+00:00
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320235
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evt_2a6aef50e197
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planner_plan_built
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2026-04-19T16:13:39.449833+00:00
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planner
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[]
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{"day":"2026-04-19","plan" {"day":"2026-04-19","plan":{"day":"2026-04-19","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":"2026-04-19T16:13:39.449833+00:00","daily_synthesis_source":"fallback","day":"2026-04-19","filters":{"deduped":0,"internal_shadow":0,"noise_signal":2,"stale":2,"stale_question":0,"stale_workflow":0},"fingerprint":"9a75a0eeb375a1bccfa39ddae7a6085b8e3ae79f","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":"9a75a0eeb375a1bccfa39ddae7a6085b8e3ae79f","planner_model":"gpt-5.4-nano"}}...
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NULL
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1.0
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planner_plan_built:2026-04-19:f6a0568a3a2d6f870e6d planner_plan_built:2026-04-19:f6a0568a3a2d6f870e6d068fabd84c3a87a5e561...
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NULL
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2026-04-19T16:13:39.665402+00:00
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320234
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evt_1f8d0a65b7d4
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signal_ingest
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2026-04-19T16:13:02.012570+00:00
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collector:opportunity_research
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[]
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{"created_at":"2026-04-19T16:13:02.012 {"created_at":"2026-04-19T16:13:02.012570+00:00","signal_type":"opportunity_research_snapshot","source":"opportunity_research_ingestor","value":{"as_of":"2026-04-19T16:13:02.012570+00:00","bucket":"2026-04-19T16:00Z","error":"http_status_400","items":[],"meta":{},"provider":"serper","quality_hint":0.6,"query":"STKE latest developments Form 6-K SOL Strategies Inc Filed 20260417 corroboration","source":"opportunity_research_ingestor","source_ref":"targeted_research:case_80f0a14c05b49e94","status":"http_400"}}...
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targeted_research:case_80f0a14c05b49e94
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0.6
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opportunity_research_snapshot:7876be8747149b1a
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NULL
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2026-04-19T16:13:03.469741+00:00
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Edit
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320233
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evt_565e1e2fb1e0
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signal_ingest
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2026-04-19T16:13:02.012570+00:00
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collector:opportunity_research
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[]
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{"created_at":"2026-04-19T16:13:02.012 {"created_at":"2026-04-19T16:13:02.012570+00:00","signal_type":"opportunity_research_snapshot","source":"opportunity_research_ingestor","value":{"as_of":"2026-04-19T16:13:02.012570+00:00","bucket":"2026-04-19T16:00Z","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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targeted_research:case_80f0a14c05b49e94
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0.6
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opportunity_research_snapshot:568b629b0117c556
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NULL
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2026-04-19T16:13:03.452480+00:00
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Edit
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320232
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evt_0fbc77d90fe8
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signal_ingest
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2026-04-19T16:13:02.012570+00:00
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collector:opportunity_research
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[]
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{"created_at":"2026-04-19T16:13:02.012 {"created_at":"2026-04-19T16:13:02.012570+00:00","signal_type":"opportunity_research_snapshot","source":"opportunity_research_ingestor","value":{"as_of":"2026-04-19T16:13:02.012570+00:00","bucket":"2026-04-19T16:00Z","error":"http_status_400","items":[],"meta":{},"provider":"serper","quality_hint":0.6,"query":"SNOW latest developments Form Snowflake Inc Filed 20260417 SEC filing corroboration","source":"opportunity_research_ingestor","source_ref":"targeted_research:case_39be9f81e84311ff","status":"http_400"}}...
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targeted_research:case_39be9f81e84311ff
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0.6
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opportunity_research_snapshot:f6cf15dfee7fe579
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NULL
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2026-04-19T16:13:03.431162+00:00
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320231
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evt_da1a0072f52d
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signal_ingest
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2026-04-19T16:13:02.012570+00:00
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collector:opportunity_research
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[]
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{"created_at":"2026-04-19T16:13:02.012 {"created_at":"2026-04-19T16:13:02.012570+00:00","signal_type":"opportunity_research_snapshot","source":"opportunity_research_ingestor","value":{"as_of":"2026-04-19T16:13:02.012570+00:00","bucket":"2026-04-19T16:00Z","error":"http_status_400","items":[],"meta":{},"provider":"serper","quality_hint":0.6,"query":"SNOW what changed last 48 hours evidence update","source":"opportunity_research_ingestor","source_ref":"targeted_research:case_39be9f81e84311ff","status":"http_400"}}...
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targeted_research:case_39be9f81e84311ff
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0.6
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opportunity_research_snapshot:0cd7e235d60ce692
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NULL
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2026-04-19T16:13:03.410607+00:00
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Edit
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320230
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evt_433d001912cf
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signal_ingest
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2026-04-19T16:13:02.012570+00:00
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collector:opportunity_research
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[]
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{"created_at":"2026-04-19T16:13:02.012 {"created_at":"2026-04-19T16:13:02.012570+00:00","signal_type":"opportunity_research_snapshot","source":"opportunity_research_ingestor","value":{"as_of":"2026-04-19T16:13:02.012570+00:00","bucket":"2026-04-19T16:00Z","error":"http_status_400","items":[],"meta":{},"provider":"serper","quality_hint":0.6,"query":"SNPS latest developments Form SYNOPSYS INC Filed 20260417 SEC accession corroboration","source":"opportunity_research_ingestor","source_ref":"targeted_research:case_3c8bbc45c8c9bf33","status":"http_400"}}...
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targeted_research:case_3c8bbc45c8c9bf33
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0.6
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opportunity_research_snapshot:53a89ca2d1594476
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NULL
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2026-04-19T16:13:03.392146+00:00
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320229
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evt_6f930104146a
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signal_ingest
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2026-04-19T16:13:02.012570+00:00
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collector:opportunity_research
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[]
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{"created_at":"2026-04-19T16:13:02.012 {"created_at":"2026-04-19T16:13:02.012570+00:00","signal_type":"opportunity_research_snapshot","source":"opportunity_research_ingestor","value":{"as_of":"2026-04-19T16:13:02.012570+00:00","bucket":"2026-04-19T16:00Z","error":"http_status_400","items":[],"meta":{},"provider":"serper","quality_hint":0.6,"query":"SNPS what changed last 48 hours evidence update","source":"opportunity_research_ingestor","source_ref":"targeted_research:case_3c8bbc45c8c9bf33","status":"http_400"}}...
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targeted_research:case_3c8bbc45c8c9bf33
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0.6
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opportunity_research_snapshot:42fd353abf89801e
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NULL
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2026-04-19T16:13:03.380751+00:00
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320228
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evt_4394777aa03b
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signal_ingest
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2026-04-19T16:13:02.012570+00:00
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collector:opportunity_research
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[]
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{"created_at":"2026-04-19T16:13:02.012 {"created_at":"2026-04-19T16:13:02.012570+00:00","signal_type":"opportunity_research_snapshot","source":"opportunity_research_ingestor","value":{"as_of":"2026-04-19T16:13:02.012570+00:00","bucket":"2026-04-19T16:00Z","error":"http_status_400","items":[],"meta":{},"provider":"serper","quality_hint":0.6,"query":"SNOA latest developments Form S-1 Sonoma Pharmaceuticals Inc Filed 20260417 corroboration","source":"opportunity_research_ingestor","source_ref":"targeted_research:case_567fdb28374ea04e","status":"http_400"}}...
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targeted_research:case_567fdb28374ea04e
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0.6
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opportunity_research_snapshot:0396bc78edff26d2
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NULL
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2026-04-19T16:13:03.368680+00:00
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320227
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evt_752fe5e73d99
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signal_ingest
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2026-04-19T16:13:02.012570+00:00
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collector:opportunity_research
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[]
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{"created_at":"2026-04-19T16:13:02.012 {"created_at":"2026-04-19T16:13:02.012570+00:00","signal_type":"opportunity_research_snapshot","source":"opportunity_research_ingestor","value":{"as_of":"2026-04-19T16:13:02.012570+00:00","bucket":"2026-04-19T16:00Z","error":"http_status_400","items":[],"meta":{},"provider":"serper","quality_hint":0.6,"query":"SNOA what changed last 48 hours evidence update","source":"opportunity_research_ingestor","source_ref":"targeted_research:case_567fdb28374ea04e","status":"http_400"}}...
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targeted_research:case_567fdb28374ea04e
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0.6
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opportunity_research_snapshot:f2509cea6dfdc345
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NULL
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2026-04-19T16:13:03.352335+00:00
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320226
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evt_ab0eba132f29
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system
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2026-04-19T16:10:15.430648+00:00
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housekeeping
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[]
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{"at":"2026-04-19T16:10:15.430648+00:0 {"at":"2026-04-19T16:10:15.430648+00:00","queue":{"cutoff_iso":"2026-04-19T16:00:15.436901+00:00","dead_letters_in_window":0,"dead_letters_total":0,"failed_in_window":0,"requeued_expired":0,"requeued_failed":0,"status_counts":{"done":36,"leased":1,"queued":10}},"reducers":{"max_seq":320225,"stale":[],"stale_minutes":10,"top":[{"cursor":319886,"lag":339,"max_pos":320225,"reducer":"resolver_v3","stream":"events","updated_at":"2026-04-19T16:08:42.662Z"},{"cursor":319886,"lag":339,"max_pos":320225,"reducer":"commitment_checkin_answers_v1","stream":"events","updated_at":"2026-04-19T16:08:43.691Z"},{"cursor":320219,"lag":6,"max_pos":320225,"reducer":"memory_ingest:default","stream":"events","updated_at":"2026-04-19T16:09:18.705Z"},{"cursor":320225,"lag":0,"max_pos":320225,"reducer":"entity_reducer_v2_deterministic","stream":"events","updated_at":"2026-04-19T16:09:21.141Z"},{"cursor":320225,"lag":0,"max_pos":320225,"reducer":"entity_alias_reducer_v2","stream":"events","updated_at":"2026-04-19T16:09:21.171Z"},{"cursor":320225,"lag":0,"max_pos":320225,"reducer":"event_subjects_reducer_v2","stream":"events","updated_at":"2026-04-19T16:09:21.188Z"},{"cursor":320225,"lag":0,"max_pos":320225,"reducer":"fact_reducer_v2_deterministic","stream":"events","updated_at":"2026-04-19T16:09:21.194Z"},{"cursor":320225,"lag":0,"max_pos":320225,"reducer":"signal_reducer_v1","stream":"events","updated_at":"2026-04-19T16:09:21.218Z"},{"cursor":320225,"lag":0,"max_pos":320225,"reducer":"signal_fp_reducer_v1","stream":"events","updated_at":"2026-04-19T16:09:21.280Z"},{"cursor":320225,"lag":0,"max_pos":320225,"reducer":"signal_candidate_reducer_v2","stream":"events","updated_at":"2026-04-19T16:09:21.325Z"}],"worst_lag":339,"worst_reducer":"resolver_v3"},"subsystem":"housekeeping"}...
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NULL
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1.0
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system_housekeeping:2026-04-19T16:10:00Z
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NULL
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2026-04-19T16:10:15.480082+00:00
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320225
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evt_109be3456cb7
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notification_sent
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2026-04-19T16:09:18.252935+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":"1776614958.081939","thread_ts":null,"urgent":false},"kind":"attention_nudge","ok":1}...
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NULL
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1.0
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NULL
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NULL
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2026-04-19T16:09:18.253032+00:00
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320224
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evt_92b810b080cd
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thread_message_recorded
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2026-04-19T16:09:16.332978+00:00
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slack_compose
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{"delivery_fp":"attn:C0A8Q869CNL:15a06 {"delivery_fp":"attn:C0A8Q869CNL:15a06e5901567866ade4:2026-04-19T16","focus":{"candidate_refs":[{"id":"art_intel_2026-04-19T12:00","kind":"artifact"}],"headline":"Intel Digest 2026-04-19T12:00","mission":{"brief_artifact_id":null,"case_id":null,"dossier_artifact_id":null,"entities":[],"headline":"Intel Digest 2026-04-19T12:00","kind":"opportunity","recommendation":null,"related_assets":[],"validation_steps":[],"why_now":"intel_digest ready; 2026-04-19T12:00","why_you":null},"summary":"*Intel Digest* - 2026-04-19T12:00\n\n*Developing Narratives*\n- 1. *Business Insider published an article describing how a strategist used a \u201cbullish thesis\u201d to navigate volatility tied to the Iran war. The item is presented as market-news development coverage.* (`digest`/developing","why_now":"intel_digest ready; 2026-04-19T12:00"},"message_kind":"attention_nudge","message_role":"assistant","message_type":null,"refs":[{"id":"art_intel_2026-04-19T12:00","kind":"artifact"}],"state_key":null,"text":"Intel Digest 2026-04-19T12:00\n\n*Developing Narratives*\n- 1. *Business Insider published an article describing how a strategist used a \u201cbullish thesis\u201d to navigate volatility tied to the Iran war. The item is presented as market-news development coverage.* (`digest`/developing, conf=0.67, corr=0.66, sig=0.77)\nContinuity: developing\nConfirmed: Business Insider published an article titled \u201cA strategist unpacks the bullish thesis that helped him navigate the Iran war volatility.\u201d (Provided headline/source URL); The provided dataset classifies the Business Insider item under the \u201cmarket_news\u201d signal family and \u201cmarket_news_development\u201d claim type. (Provided metadata); The provided dataset indicates the core claim is marked as confirmed, with no contradiction flags. (Provided corroboration/contradiction fields)\nWhat changed: The provided feed indicates continued market-news discussion on Iran-war-related volatility and how strategists frame bullish or risk-adjusted theses; however, no specific new data point, policy decision, or market statistic is included in the provided text beyond the headlines themselves.\n\n_Why now:_ intel_digest ready; 2026-04-19T12:00\n\nQuick reply: `review` / `ignore`","thread_id":"thr_7849aeb9abc86f2109"}...
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{"body":"*Intel Digest* - 2026-04-19T1 {"body":"*Intel Digest* - 2026-04-19T12:00\n\n*Developing Narratives*\n- 1. *Business Insider published an article describing how a strategist used a \u201cbullish thesis\u201d to navigate volatility tied to the Iran war. The item is presented as market-news development coverage.* (`digest`/developing, conf=0.67, corr=0.66, sig=0.77)\n Continuity: developing\n Confirmed: Business Insider published an article titled \u201cA strategist unpacks the bullish thesis that helped him navigate the Iran war volatility.\u201d (Provided headline/source URL); The provided dataset classifies the Business Insider item under the \u201cmarket_news\u201d signal family and \u201cmarket_news_development\u201d claim type. (Provided metadata); The provided dataset indicates the core claim is marked as confirmed, with no contradiction flags. (Provided corroboration/contradiction fields)\n What changed: The provided feed indicates continued market-news discussion on Iran-war-related volatility and how strategists frame bullish or risk-adjusted theses; however, no specific new data point, policy decision, or market statistic is included in the provided text beyond the headlines themselves.\n Why it matters: Iran-war-related volatility is a recurring driver of investor sentiment and expectations for equities and broader risk assets. Strategist narratives can influence how markets interpret uncertainty and set expectations for risk, earnings, and positioning.\n Implications: If investors view Iran-war volatility as manageable under a bullish thesis framework, it may support continued risk-taking or reduce perceived downside tail risk\u2014though the provided text does not specify which assets or mechanisms are referenced.; Ongoing coverage across multiple outlets suggests the Iran-war narrative remains salient for market expectations, potentially affecting analyst target-setting and scenario assumptions. (Grounded in the presence of multiple Iran-war-related market headlines in the provided feed)\n Uncertainty: The provided content does not include the strategist\u2019s specific thesis components, the time horizon, the assets/sectors discussed, or any quantified market outcomes. It also does not provide the underlying evidence cited in the articles, so the accuracy of the \u201cbullish thesis\u201d effectiveness claim cannot be independently verified from the provided text alone.\n Sources: <https://news.google.com/rss/articles/CBMilgFBVV95cUxPX0p0cUdkN21aWEI5cDhQQ0IxTzJYTjdkVWtjTUNDelJWaEEtYm5sMGFoRXBRdy0yY0REdEVsVU53aEo4a2dpbEN1dHYyNm5FNHJyMlNKUzNUQWZDeVdCTDBXeHM1LTRlS3hGeldNdFItQWRyaVpWYmFtUWIzZmJoTXlXc3hYekZXLW5qRzBsb0pDSm03QVE?oc=5|Stock Markets Are Battling Iran War Volatility. Why It\u2019s About to Get Real and 4 Other Things to Know Today. - Barron's> (barrons.com); <https://news.google.com/rss/articles/CBMipgFBVV95cUxPRUhlbXlQU1hncC1qWWJYSGNUTE1GNEEwVmFMWjdqU3h2a1NhM1BHYUtucXBiQi1MQVF1bFV3Z1ZYQnJ6SUhRb1lMRHpvVjM2U2tjSUV6VjZlQ1h4M3hLeXo4a1BlcnBJUFA5TjFxbHB5SlNLYW8wSnliVkhhTGh5cFVETTBNaVNFSXI4TXZFWGVuQ2NaVUJfUTZhbndnWV9UMUQ5Z2Z3?oc=5|A strategist unpacks the bullish thesis that helped him navigate the Iran war volatility - Business Insider> (businessinsider.com); <https://news.google.com/rss/articles/CBMilgFBVV95cUxOOEZFUThwczJkajI1WUNFaHB5YjU2NTVwdHlBNzlydHQ3Wk12bl9QbTdaODdvT1hOUHJyd1Mwd3JPUHAxUE5ENHJEVWZSLXhEV0pZRmRoUlE3eGRieEt5OXp3OVJPR3pjdWxLc0dWbUJPcjYwS2EwZlpWUzY2ZC0xbGl2eFc2UUMwVGoxWU9Cbmc1WDNKbGc?oc=5|The one metric Warren Buffett says can crash the stock market just hit a dizzying new high - Fortune> (fortune.com)\n\n*Open Uncertainties & Next Checks*\n- Business Insider published an article describing how a strategist used a \u201cbullish thesis\u201d to navigate volatility tied to the Iran war. The item is presented as market-news development coverage.: Add at least one primary source confirmation before escalation. (follow...","candidate_refs":[{"id":"art_intel_2026-04-19T12:00","kind":"artifact"}],"channel":"C0A8Q869CNL","cta":["review","ignore"],"delivery_fp":"attn:C0A8Q869CNL:15a06e5901567866ade4:2026-04-19T16","next_eligible_at":null,"nudge_kind":"digest","reason_trace":{"artifact_id":"art_intel_2026-04-19T12:00","kind":"intel_digest","meta":{"alert_class_counts":{"confirmed":0,"developing":0,"none":40},"bucket":"2026-04-19T12:00","continuity_counts":{"developing":39,"escalating":0,"new":1,"persistent":0},"digest_story_count":1,"fingerprint":"[{\"confidence\":0.667,\"corroboration\":0.664,\"provenance\":0.676,\"publication_state\":\"digest\",\"significance\":0.771,\"story_id\":\"intel_cc09fadc6f052bec\",\"story_key\":\"isk_de50ad076ef913550915\",\"why_it_matters\":\"Iran-war-related volatility is a recurring driver of investor sentiment and expectations for equities and broader risk assets. Strategist narratives can influence how markets interpret uncertainty and set expectations for risk, earnings, and positioning.\"}]","lane_counts":{"alert":0,"digest":1,"monitor":39},"lookback_h":24,"model":"gpt-5.4-nano","narrative_clusters":1,"pub_state_counts":{"digest":1,"hold":39},"source":"intel_runtime","story_count":40,"tz":"America/New_York"},"personalization":{"fields_sample":["relationship.girlfriend_person_id"],"mode":"bootstrap","owner_fact_count":1}},"score":42.0,"score_breakdown":{"artifact_kind":"intel_digest","base":42.0},"suppression_rules_applied":[],"thread_id":null,"title":"Intel Digest 2026-04-19T12:00","topic_key":"artifact:intel_digest:2026-04-19T12:00","why_now":"intel_digest ready; 2026-04-19T12:00"}...
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{"body":"*Intel Digest* - 2026-04-19T1 {"body":"*Intel Digest* - 2026-04-19T12:00\n\n*Developing Narratives*\n- 1. *Business Insider published an article describing how a strategist used a \u201cbullish thesis\u201d to navigate volatility tied to the Iran war. The item is presented as market-news development coverage.* (`digest`/developing, conf=0.67, corr=0.66, sig=0.77)\n Continuity: developing\n Confirmed: Business Insider published an article titled \u201cA strategist unpacks the bullish thesis that helped him navigate the Iran war volatility.\u201d (Provided headline/source URL); The provided dataset classifies the Business Insider item under the \u201cmarket_news\u201d signal family and \u201cmarket_news_development\u201d claim type. (Provided metadata); The provided dataset indicates the core claim is marked as confirmed, with no contradiction flags. (Provided corroboration/contradiction fields)\n What changed: The provided feed indicates continued market-news discussion on Iran-war-related volatility and how strategists frame bullish or risk-adjusted theses; however, no specific new data point, policy decision, or market statistic is included in the provided text beyond the headlines themselves.\n Why it matters: Iran-war-related volatility is a recurring driver of investor sentiment and expectations for equities and broader risk assets. Strategist narratives can influence how markets interpret uncertainty and set expectations for risk, earnings, and positioning.\n Implications: If investors view Iran-war volatility as manageable under a bullish thesis framework, it may support continued risk-taking or reduce perceived downside tail risk\u2014though the provided text does not specify which assets or mechanisms are referenced.; Ongoing coverage across multiple outlets suggests the Iran-war narrative remains salient for market expectations, potentially affecting analyst target-setting and scenario assumptions. (Grounded in the presence of multiple Iran-war-related market headlines in the provided feed)\n Uncertainty: The provided content does not include the strategist\u2019s specific thesis components, the time horizon, the assets/sectors discussed, or any quantified market outcomes. It also does not provide the underlying evidence cited in the articles, so the accuracy of the \u201cbullish thesis\u201d effectiveness claim cannot be independently verified from the provided text alone.\n Sources: <https://news.google.com/rss/articles/CBMilgFBVV95cUxPX0p0cUdkN21aWEI5cDhQQ0IxTzJYTjdkVWtjTUNDelJWaEEtYm5sMGFoRXBRdy0yY0REdEVsVU53aEo4a2dpbEN1dHYyNm5FNHJyMlNKUzNUQWZDeVdCTDBXeHM1LTRlS3hGeldNdFItQWRyaVpWYmFtUWIzZmJoTXlXc3hYekZXLW5qRzBsb0pDSm03QVE?oc=5|Stock Markets Are Battling Iran War Volatility. Why It\u2019s About to Get Real and 4 Other Things to Know Today. - Barron's> (barrons.com); <https://news.google.com/rss/articles/CBMipgFBVV95cUxPRUhlbXlQU1hncC1qWWJYSGNUTE1GNEEwVmFMWjdqU3h2a1NhM1BHYUtucXBiQi1MQVF1bFV3Z1ZYQnJ6SUhRb1lMRHpvVjM2U2tjSUV6VjZlQ1h4M3hLeXo4a1BlcnBJUFA5TjFxbHB5SlNLYW8wSnliVkhhTGh5cFVETTBNaVNFSXI4TXZFWGVuQ2NaVUJfUTZhbndnWV9UMUQ5Z2Z3?oc=5|A strategist unpacks the bullish thesis that helped him navigate the Iran war volatility - Business Insider> (businessinsider.com); <https://news.google.com/rss/articles/CBMilgFBVV95cUxOOEZFUThwczJkajI1WUNFaHB5YjU2NTVwdHlBNzlydHQ3Wk12bl9QbTdaODdvT1hOUHJyd1Mwd3JPUHAxUE5ENHJEVWZSLXhEV0pZRmRoUlE3eGRieEt5OXp3OVJPR3pjdWxLc0dWbUJPcjYwS2EwZlpWUzY2ZC0xbGl2eFc2UUMwVGoxWU9Cbmc1WDNKbGc?oc=5|The one metric Warren Buffett says can crash the stock market just hit a dizzying new high - Fortune> (fortune.com)\n\n*Open Uncertainties & Next Checks*\n- Business Insider published an article describing how a strategist used a \u201cbullish thesis\u201d to navigate volatility tied to the Iran war. The item is presented as market-news development coverage.: Add at least one primary source confirmation before escalation. (follow...","candidate_refs":[{"id":"art_intel_2026-04-19T12:00","kind":"artifact"}],"channel":"C0A8Q869CNL","cta":["review","ignore"],"delivery_fp":"attn:C0A8Q869CNL:15a06e5901567866ade4:2026-04-19T16","next_eligible_at":null,"nudge_kind":"digest","reason_trace":{"artifact_id":"art_intel_2026-04-19T12:00","kind":"intel_digest","meta":{"alert_class_counts":{"confirmed":0,"developing":0,"none":40},"bucket":"2026-04-19T12:00","continuity_counts":{"developing":39,"escalating":0,"new":1,"persistent":0},"digest_story_count":1,"fingerprint":"[{\"confidence\":0.667,\"corroboration\":0.664,\"provenance\":0.676,\"publication_state\":\"digest\",\"significance\":0.771,\"story_id\":\"intel_cc09fadc6f052bec\",\"story_key\":\"isk_de50ad076ef913550915\",\"why_it_matters\":\"Iran-war-related volatility is a recurring driver of investor sentiment and expectations for equities and broader risk assets. Strategist narratives can influence how markets interpret uncertainty and set expectations for risk, earnings, and positioning.\"}]","lane_counts":{"alert":0,"digest":1,"monitor":39},"lookback_h":24,"model":"gpt-5.4-nano","narrative_clusters":1,"pub_state_counts":{"digest":1,"hold":39},"source":"intel_runtime","story_count":40,"tz":"America/New_York"},"personalization":{"fields_sample":["relationship.girlfriend_person_id"],"mode":"bootstrap","owner_fact_count":1}},"score":42.0,"score_breakdown":{"artifact_kind":"intel_digest","base":42.0},"suppression_rules_applied":[],"thread_id":null,"title":"Intel Digest 2026-04-19T12:00","topic_key":"artifact:intel_digest:2026-04-19T12:00","why_now":"intel_digest ready; 2026-04-19T12:00"}...
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