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{"as_of":"2026-04-21T00:00:03.389291+0 {"as_of":"2026-04-21T00:00:03.389291+00:00","entity_id":"theme:uranium_supply","field":"heat_score","value":{"components":{"news":0.0,"pa":0.05,"sm":0.1131,"ta":0.0},"components_passing":0,"direction":"neutral","emergent":false,"history":[{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.3385},"d":"2026-04-16","direction":"up","score":0.0677},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.387},"d":"2026-04-17","direction":"up","score":0.0774},{"components":{"news":0.4182,"pa":0.0,"sm":0.0,"ta":0.4256},"d":"2026-04-18","direction":"up","score":0.2106},{"components":{"news":0.3615,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-19","direction":"neutral","score":0.1084},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-20","direction":"neutral","score":0.0},{"components":{"news":0.0,"pa":0.05,"sm":0.1131,"ta":0.0},"d":"2026-04-21","direction":"neutral","score":0.0376}],"score":0.0376,"updated_at":"2026-04-21T00:00:03.389291+00:00"}}...
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opportunity:theme_fact:uranium_supply:heat_score:2 opportunity:theme_fact:uranium_supply:heat_score:2026-04-21...
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2026-04-21T00:00:13.233938+00:00
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{"as_of":"2026-04-21T00:00:03.389291+0 {"as_of":"2026-04-21T00:00:03.389291+00:00","entity_id":"theme:uranium_supply","field":"hot","value":{"as_of":"2026-04-21T00:00:03.389291+00:00","components_passing":0,"is_hot":false}}...
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opportunity:theme_fact:uranium_supply:hot:2026-04- opportunity:theme_fact:uranium_supply:hot:2026-04-21...
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{"as_of":"2026-04-21T00:00:03.389291+0 {"as_of":"2026-04-21T00:00:03.389291+00:00","entity_id":"theme:uranium_supply","field":"narrative","value":{"oneliner":"Uranium supply / enrichment \u2014 tracking \u2014 mixed","updated_at":"2026-04-21T00:00:03.389291+00:00"}}...
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opportunity:theme_fact:uranium_supply:narrative:20 opportunity:theme_fact:uranium_supply:narrative:2026-04-21...
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{"as_of":"2026-04-21T00:00:03.389291+0 {"as_of":"2026-04-21T00:00:03.389291+00:00","entity_id":"theme:uranium_supply","field":"member_tickers","value":["CCJ","DNN","UEC","NXE","URA","URNM"]}...
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opportunity:theme_fact:uranium_supply:member_ticke opportunity:theme_fact:uranium_supply:member_tickers:2026-04-21...
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{"as_of":"2026-04-21T00:00:03.389291+0 {"as_of":"2026-04-21T00:00:03.389291+00:00","entity_id":"theme:uranium_supply","field":"catalysts_14d","value":[]}...
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opportunity:theme_fact:uranium_supply:catalysts_14 opportunity:theme_fact:uranium_supply:catalysts_14d:2026-04-21...
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{"as_of":"2026-04-21T00:00:03.389291+0 {"as_of":"2026-04-21T00:00:03.389291+00:00","entity_id":"theme:memory_ai_datacenter","field":"heat_score","value":{"components":{"news":0.0,"pa":0.0,"sm":0.0723,"ta":0.0},"components_passing":0,"direction":"down","emergent":false,"history":[{"components":{"news":0.0,"pa":0.0,"sm":0.7775,"ta":0.0},"d":"2026-04-16","direction":"down","score":0.1555},{"components":{"news":0.0,"pa":0.0,"sm":0.085,"ta":0.0},"d":"2026-04-17","direction":"down","score":0.017},{"components":{"news":0.0,"pa":0.0,"sm":0.5497,"ta":0.0},"d":"2026-04-18","direction":"down","score":0.1099},{"components":{"news":0.0,"pa":0.1286,"sm":0.6471,"ta":0.0},"d":"2026-04-19","direction":"neutral","score":0.168},{"components":{"news":0.0,"pa":0.1286,"sm":0.7508,"ta":0.0},"d":"2026-04-20","direction":"neutral","score":0.1887},{"components":{"news":0.0,"pa":0.0,"sm":0.0723,"ta":0.0},"d":"2026-04-21","direction":"down","score":0.0145}],"score":0.0145,"updated_at":"2026-04-21T00:00:03.389291+00:00"}}...
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opportunity:theme_fact:memory_ai_datacenter:heat_s opportunity:theme_fact:memory_ai_datacenter:heat_score:2026-04-21...
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{"as_of":"2026-04-21T00:00:03.389291+0 {"as_of":"2026-04-21T00:00:03.389291+00:00","entity_id":"theme:memory_ai_datacenter","field":"hot","value":{"as_of":"2026-04-21T00:00:03.389291+00:00","components_passing":0,"is_hot":false}}...
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opportunity:theme_fact:memory_ai_datacenter:hot:20 opportunity:theme_fact:memory_ai_datacenter:hot:2026-04-21...
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2026-04-21T00:00:13.286268+00:00
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{"as_of":"2026-04-21T00:00:03.389291+0 {"as_of":"2026-04-21T00:00:03.389291+00:00","entity_id":"theme:memory_ai_datacenter","field":"narrative","value":{"oneliner":"Memory cycle (AI datacenters) \u2014 tracking \u2014 bias down","updated_at":"2026-04-21T00:00:03.389291+00:00"}}...
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opportunity:theme_fact:memory_ai_datacenter:narrat opportunity:theme_fact:memory_ai_datacenter:narrative:2026-04-21...
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{"as_of":"2026-04-21T00:00:03.389291+0 {"as_of":"2026-04-21T00:00:03.389291+00:00","entity_id":"theme:memory_ai_datacenter","field":"member_tickers","value":["MU","WDC","SNDK","LITE","STX","005930.KS","000660.KS","US_OIL_WTI"]}...
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opportunity:theme_fact:memory_ai_datacenter:member opportunity:theme_fact:memory_ai_datacenter:member_tickers:2026-04-21...
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{"as_of":"2026-04-21T00:00:03.389291+0 {"as_of":"2026-04-21T00:00:03.389291+00:00","entity_id":"theme:memory_ai_datacenter","field":"catalysts_14d","value":[]}...
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opportunity:theme_fact:memory_ai_datacenter:cataly opportunity:theme_fact:memory_ai_datacenter:catalysts_14d:2026-04-21...
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{"link":{"from_id":"equity:ANE {"link":{"from_id":"equity:ANET","to_id":"theme:memory_ai_datacenter","type":"member_of","valid_to":"2026-04-21T00:00:03.389291+00:00"}}...
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opportunity:member_of_close:memory_ai_datacenter:A opportunity:member_of_close:memory_ai_datacenter:ANET:2026-04-21...
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{"link":{"from_id":"equity:AEH {"link":{"from_id":"equity:AEHR","to_id":"theme:memory_ai_datacenter","type":"member_of","valid_to":"2026-04-21T00:00:03.389291+00:00"}}...
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opportunity:member_of_close:memory_ai_datacenter:A opportunity:member_of_close:memory_ai_datacenter:AEHR:2026-04-21...
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{"link":{"from_id":"equity:MSF {"link":{"from_id":"equity:MSFT","to_id":"theme:memory_ai_datacenter","type":"member_of","valid_to":"2026-04-21T00:00:03.389291+00:00"}}...
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opportunity:member_of_close:memory_ai_datacenter:M opportunity:member_of_close:memory_ai_datacenter:MSFT:2026-04-21...
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{"link":{"from_id":"equity:NFL {"link":{"from_id":"equity:NFLX","to_id":"theme:memory_ai_datacenter","type":"member_of","valid_to":"2026-04-21T00:00:03.389291+00:00"}}...
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opportunity:member_of_close:memory_ai_datacenter:N opportunity:member_of_close:memory_ai_datacenter:NFLX:2026-04-21...
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{"link":{"from_id":"equity:INT {"link":{"from_id":"equity:INTC","to_id":"theme:memory_ai_datacenter","type":"member_of","valid_to":"2026-04-21T00:00:03.389291+00:00"}}...
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opportunity:member_of_close:memory_ai_datacenter:I opportunity:member_of_close:memory_ai_datacenter:INTC:2026-04-21...
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{"link":{"from_id":"equity:NBI {"link":{"from_id":"equity:NBIS","to_id":"theme:memory_ai_datacenter","type":"member_of","valid_to":"2026-04-21T00:00:03.389291+00:00"}}...
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opportunity:member_of_close:memory_ai_datacenter:N opportunity:member_of_close:memory_ai_datacenter:NBIS:2026-04-21...
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{"link":{"from_id":"equity:GPU {"link":{"from_id":"equity:GPU","to_id":"theme:memory_ai_datacenter","type":"member_of","valid_to":"2026-04-21T00:00:03.389291+00:00"}}...
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opportunity:member_of_close:memory_ai_datacenter:G opportunity:member_of_close:memory_ai_datacenter:GPU:2026-04-21...
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{"link":{"from_id":"equity:MET {"link":{"from_id":"equity:META","to_id":"theme:memory_ai_datacenter","type":"member_of","valid_to":"2026-04-21T00:00:03.389291+00:00"}}...
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opportunity:member_of_close:memory_ai_datacenter:M opportunity:member_of_close:memory_ai_datacenter:META:2026-04-21...
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{"link":{"from_id":"equity:SCH {"link":{"from_id":"equity:SCHD","to_id":"theme:memory_ai_datacenter","type":"member_of","valid_to":"2026-04-21T00:00:03.389291+00:00"}}...
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opportunity:member_of_close:memory_ai_datacenter:S opportunity:member_of_close:memory_ai_datacenter:SCHD:2026-04-21...
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{"link":{"from_id":"equity:AMZ {"link":{"from_id":"equity:AMZN","to_id":"theme:memory_ai_datacenter","type":"member_of","valid_to":"2026-04-21T00:00:03.389291+00:00"}}...
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opportunity:member_of_close:memory_ai_datacenter:A opportunity:member_of_close:memory_ai_datacenter:AMZN:2026-04-21...
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{"link":{"from_id":"equity:AVG {"link":{"from_id":"equity:AVGO","to_id":"theme:memory_ai_datacenter","type":"member_of","valid_to":"2026-04-21T00:00:03.389291+00:00"}}...
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opportunity:member_of_close:memory_ai_datacenter:A opportunity:member_of_close:memory_ai_datacenter:AVGO:2026-04-21...
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{"link":{"from_id":"equity:^GS {"link":{"from_id":"equity:^GSPC","to_id":"theme:memory_ai_datacenter","type":"member_of","valid_to":"2026-04-21T00:00:03.389291+00:00"}}...
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opportunity:member_of_close:memory_ai_datacenter:^ opportunity:member_of_close:memory_ai_datacenter:^GSPC:2026-04-21...
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{"link":{"from_id":"equity:SPY {"link":{"from_id":"equity:SPY","to_id":"theme:memory_ai_datacenter","type":"member_of","valid_to":"2026-04-21T00:00:03.389291+00:00"}}...
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opportunity:member_of_close:memory_ai_datacenter:S opportunity:member_of_close:memory_ai_datacenter:SPY:2026-04-21...
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{"link":{"from_id":"equity:ORC {"link":{"from_id":"equity:ORCL","to_id":"theme:memory_ai_datacenter","type":"member_of","valid_to":"2026-04-21T00:00:03.389291+00:00"}}...
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opportunity:member_of_close:memory_ai_datacenter:O opportunity:member_of_close:memory_ai_datacenter:ORCL:2026-04-21...
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{"link":{"from_id":"equity:NVD {"link":{"from_id":"equity:NVDA","to_id":"theme:memory_ai_datacenter","type":"member_of","valid_to":"2026-04-21T00:00:03.389291+00:00"}}...
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opportunity:member_of_close:memory_ai_datacenter:N opportunity:member_of_close:memory_ai_datacenter:NVDA:2026-04-21...
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{"link":{"from_id":"equity:SLV {"link":{"from_id":"equity:SLV","to_id":"theme:memory_ai_datacenter","type":"member_of","valid_to":"2026-04-21T00:00:03.389291+00:00"}}...
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opportunity:member_of_close:memory_ai_datacenter:S opportunity:member_of_close:memory_ai_datacenter:SLV:2026-04-21...
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{"link":{"from_id":"equity:AMD {"link":{"from_id":"equity:AMD","to_id":"theme:memory_ai_datacenter","type":"member_of","valid_to":"2026-04-21T00:00:03.389291+00:00"}}...
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opportunity:member_of_close:memory_ai_datacenter:A opportunity:member_of_close:memory_ai_datacenter:AMD:2026-04-21...
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[]
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{"as_of":"2026-04-21T00:00:03.389291+0 {"as_of":"2026-04-21T00:00:03.389291+00:00","entity_id":"theme:china_reopen_stimulus","field":"heat_score","value":{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"components_passing":0,"direction":"neutral","emergent":false,"history":[{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-16","direction":"neutral","score":0.0},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-17","direction":"neutral","score":0.0},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-18","direction":"neutral","score":0.0},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-19","direction":"neutral","score":0.0},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-20","direction":"neutral","score":0.0},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-21","direction":"neutral","score":0.0}],"score":0.0,"updated_at":"2026-04-21T00:00:03.389291+00:00"}}...
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0.0
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opportunity:theme_fact:china_reopen_stimulus:heat_ opportunity:theme_fact:china_reopen_stimulus:heat_score:2026-04-21...
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NULL
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2026-04-21T00:00:13.421457+00:00
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466978
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evt_d92924f43667
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fact_upsert
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2026-04-21T00:00:03.389291+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-21T00:00:03.389291+0 {"as_of":"2026-04-21T00:00:03.389291+00:00","entity_id":"theme:china_reopen_stimulus","field":"hot","value":{"as_of":"2026-04-21T00:00:03.389291+00:00","components_passing":0,"is_hot":false}}...
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0.0
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opportunity:theme_fact:china_reopen_stimulus:hot:2 opportunity:theme_fact:china_reopen_stimulus:hot:2026-04-21...
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NULL
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2026-04-21T00:00:13.423753+00:00
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466979
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evt_089e60116f3d
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fact_upsert
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2026-04-21T00:00:03.389291+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-21T00:00:03.389291+0 {"as_of":"2026-04-21T00:00:03.389291+00:00","entity_id":"theme:china_reopen_stimulus","field":"narrative","value":{"oneliner":"China reopen / stimulus \u2014 tracking \u2014 mixed","updated_at":"2026-04-21T00:00:03.389291+00:00"}}...
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0.0
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opportunity:theme_fact:china_reopen_stimulus:narra opportunity:theme_fact:china_reopen_stimulus:narrative:2026-04-21...
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NULL
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2026-04-21T00:00:13.426289+00:00
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466980
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evt_1181d703f866
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fact_upsert
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2026-04-21T00:00:03.389291+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-21T00:00:03.389291+0 {"as_of":"2026-04-21T00:00:03.389291+00:00","entity_id":"theme:china_reopen_stimulus","field":"member_tickers","value":["BABA","JD","KWEB","FXI","MCHI","PDD","NTES"]}...
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0.0
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opportunity:theme_fact:china_reopen_stimulus:membe opportunity:theme_fact:china_reopen_stimulus:member_tickers:2026-04-21...
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NULL
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2026-04-21T00:00:13.437040+00:00
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466981
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evt_5b9a20e6a119
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fact_upsert
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2026-04-21T00:00:03.389291+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-21T00:00:03.389291+0 {"as_of":"2026-04-21T00:00:03.389291+00:00","entity_id":"theme:china_reopen_stimulus","field":"catalysts_14d","value":[]}...
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0.0
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opportunity:theme_fact:china_reopen_stimulus:catal opportunity:theme_fact:china_reopen_stimulus:catalysts_14d:2026-04-21...
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NULL
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2026-04-21T00:00:13.444959+00:00
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466753
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evt_cb8b7ab5e5f1
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signal_emitted
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2026-04-21T00:00:03.734977+00:00
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observability
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[]
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{"created_at":"2026-04-21T00:00:03.734 {"created_at":"2026-04-21T00:00:03.734977+00:00","severity":"high","signal_type":"system_distress","source":"observability","value":{"alerts":[{"level":"critical","remediation":"Inspect signal producer schedules, auth state, and upstream availability.","type":"signals_stale","value":68.92},{"level":"critical","reducer":"memory_curation_thread:default:dcb048534437","remediation":"Reducer pipeline behind; run catch-up, check blocked reducers or SQLite contention.","type":"reducer_lag","value":466752.0},{"level":"warn","remediation":"Actionable inbox load high; improve triage throughput.","type":"inbox_actionable","value":96.0},{"level":"warn","remediation":"Connected sources degraded; repair credentials.","type":"sources_error","value":2.0},{"level":"critical","remediation":"Dead letters above threshold; investigate recurring root causes.","type":"dead_letters","value":30.0}],"metrics_window_h":24}}...
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1.0
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observability_alert:2026-04-21T00
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NULL
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2026-04-21T00:00:03.746157+00:00
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466983
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evt_469ace9b2421
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inbox_item_upsert
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2026-04-21T00:00:03.734977+00:00
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inbox_indexer
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[]
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{"id":"sig:ad89cefffc4f6069"," {"id":"sig:ad89cefffc4f6069","links":{"dedupe_key":"observability_alert:2026-04-21T00","evidence_event_ids":["evt_cb8b7ab5e5f1"],"reason_trace":{},"severity":"high","signal_id":"sig_9465c209d69a","signal_type":"system_distress","source":"observability","topic_key":"signal:system_distress:c25a09425b5f8478","user_visible":false},"normalized_text":"system_distress (high)","status":"open","tags":["signal","signal:system_distress","severity:high","source:observability","priority:high"],"text":"system_distress (high)","ts":"2026-04-21T00:00:03.734977+00:00","type":"signal"}...
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inbox_index:signal:sig_9465c209d69a
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1.0
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inbox_index:item:signal:sig_9465c209d69a
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NULL
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2026-04-21T00:00:23.137403+00:00
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466754
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evt_2f0d413af6d9
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signal_emitted
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2026-04-21T00:00:06.943114+00:00
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housekeeping
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[]
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{"created_at":"2026-04-21T00:00:06.943 {"created_at":"2026-04-21T00:00:06.943114+00:00","severity":"high","signal_type":"job_dead_letter","source":"scheduler","value":{"attempts":5,"job_id":"job_cognition_think_950f14fdbc57","job_type":"cognition_think","last_error":"episode_not_found:ep_90942ea44544","max_attempts":5,"updated_at":"2026-04-20T15:36:11.830768+00:00"}}...
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1.0
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dead_letter:job_cognition_think_950f14fdbc57:2026- dead_letter:job_cognition_think_950f14fdbc57:2026-04-21...
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NULL
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2026-04-21T00:00:06.954798+00:00
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466755
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evt_feb9b1ebba38
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system
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2026-04-21T00:00:06.943114+00:00
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housekeeping
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[]
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{"at":"2026-04-21T00:00:06.943114+00:0 {"at":"2026-04-21T00:00:06.943114+00:00","queue":{"cutoff_iso":"2026-04-20T23:50:06.970836+00:00","dead_letters_in_window":0,"dead_letters_total":1,"failed_in_window":0,"requeued_expired":0,"requeued_failed":0,"status_counts":{"dead":1,"done":303,"leased":2,"queued":12}},"reducers":{"max_seq":466754,"stale":[],"stale_minutes":10,"top":[{"cursor":466701,"lag":53,"max_pos":466754,"reducer":"memory_ingest:default","stream":"events","updated_at":"2026-04-20T23:59:17.353Z"},{"cursor":466746,"lag":8,"max_pos":466754,"reducer":"resolver_v3","stream":"events","updated_at":"2026-04-20T23:59:30.788Z"},{"cursor":466750,"lag":4,"max_pos":466754,"reducer":"entity_reducer_v2_deterministic","stream":"events","updated_at":"2026-04-20T23:59:45.933Z"},{"cursor":466750,"lag":4,"max_pos":466754,"reducer":"entity_alias_reducer_v2","stream":"events","updated_at":"2026-04-20T23:59:46.097Z"},{"cursor":466750,"lag":4,"max_pos":466754,"reducer":"event_subjects_reducer_v2","stream":"events","updated_at":"2026-04-20T23:59:46.112Z"},{"cursor":466750,"lag":4,"max_pos":466754,"reducer":"fact_reducer_v2_deterministic","stream":"events","updated_at":"2026-04-20T23:59:46.250Z"},{"cursor":466750,"lag":4,"max_pos":466754,"reducer":"signal_reducer_v1","stream":"events","updated_at":"2026-04-20T23:59:46.789Z"},{"cursor":466750,"lag":4,"max_pos":466754,"reducer":"signal_fp_reducer_v1","stream":"events","updated_at":"2026-04-20T23:59:47.167Z"},{"cursor":466750,"lag":4,"max_pos":466754,"reducer":"signal_candidate_reducer_v2","stream":"events","updated_at":"2026-04-20T23:59:47.469Z"},{"cursor":466750,"lag":4,"max_pos":466754,"reducer":"action_reducer_v2","stream":"events","updated_at":"2026-04-20T23:59:47.721Z"}],"worst_lag":53,"worst_reducer":"memory_ingest:default"},"subsystem":"housekeeping"}...
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1.0
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system_housekeeping:2026-04-21T00:00:00Z
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NULL
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2026-04-21T00:00:07.016313+00:00
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466982
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evt_2a81bd43eb28
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llm_usage
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2026-04-21T00:00:20.393854+00:00
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llm:openai
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[]
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{"cost_usd":0.001133,"meta":{" {"cost_usd":0.001133,"meta":{"feature":"opportunity_case_verdicts","governance":{"chars_trimmed":0,"complexity":"medium","cost_24h_usd":1.226296,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":930,"input_tokens_original":930,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":900,"output_tokens_final":900,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:synthesis","complexity:medium","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":3500,"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":3500,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.2},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0eff492e5ea103430069e6be0e43c88197a03c5fe2fee394f1","usage":{"input_tokens":1123,"input_tokens_details":{"cached_tokens":0},"output_tokens":727,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1850}}...
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NULL
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0.0
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llm_usage:resp_0eff492e5ea103430069e6be0e43c88197a llm_usage:resp_0eff492e5ea103430069e6be0e43c88197a03c5fe2fee394f1...
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NULL
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2026-04-21T00:00:20.394203+00:00
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466984
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evt_7bd3edf53528
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opportunity_tick_summary
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2026-04-21T00:00:27.215818+00:00
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opportunity_daemon
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[]
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{"artifacts":1,"at":"2026-04-2 {"artifacts":1,"at":"2026-04-21T00:00:27.215707+00:00","cases":386,"cases_raw":387,"classifier_mode":"on","drops_by_reason":{"briefing_first:collapsed_morning_holdback":1,"gate:all_state_ping":1},"drops_by_where":{"case_gate_v2":1,"gates.route_artifacts":1},"drops_total":2,"emergent_themes":0,"facts":1201,"facts_before_classifier":1201,"facts_dropped_by_class":{"catalyst":27,"material":1173,"state_ping":1},"hot_themes":0,"lane_counts":{"digest":0,"monitor":1,"morning_holdback":0,"urgent":0},"model":"gpt-5.4-nano","morning_briefing":{"fire_reason":"outside_window","fired":false},"ok":true,"reassess_only":false,"signals_in":1,"theme_persist":{"members_added":0,"members_closed":151,"themes_persisted":15},"themes":15,"tick_id":"otick_293cf5ecab40","wall_ms":23890}...
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opportunity_tick_summary:otick_293cf5ecab40
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NULL
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2026-04-21T00:00:27.215825+00:00
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466985
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evt_b906e0902a1f
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nudge_suppressed
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2026-04-21T00:00:52.717246+00:00
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attention
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[]
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{"candidate_refs":[{"id":"sig: {"candidate_refs":[{"id":"sig:676be3b846d9e87b","kind":"inbox"}],"channel":"C0A8Q869CNL","cta":["review","decide","ignore"],"delivery_fp":null,"next_eligible_at":null,"nudge_kind":"inbox","reason_trace":{"age_hours":23.9,"distress_state_fp":null,"family":"high_consequence_signal","importance_band":"critical","incident_state_fp":"69ca0054e2bbdf18fe44","personalization":{"fields_sample":["relationship.girlfriend_person_id"],"mode":"bootstrap","owner_fact_count":1},"route":"risk","signal_type":"integration_failure","source":"ingestion","status":"open","tags":["family:high_consequence_signal","priority:high","route:risk","severity:high","signal","signal:integration_failure","source:ingestion","triage:escalate","urgency:high"],"triage_disposition":"escalate","triage_priority_score":166.76,"urgency":"high"},"score":362.24,"score_breakdown":{"age_penalty":0.0,"base":62.0,"confidence_bonus":12.48,"family_bonus":30.0,"route_bonus":24.0,"triage_priority_score":166.76,"urgency_bonus":55.0},"suppression_rules_applied":["topic_throttled","incident_no_transition"],"topic_key":"signal:integration_failure:fb31acb1a6cecaed","why_now":"risk \u00b7 high \u00b7 23h ago"}...
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1.0
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nudge:C0A8Q869CNL:suppressed:signal:integration_fa nudge:C0A8Q869CNL:suppressed:signal:integration_failure:fb31acb1a6cecaed:2026-04-21T00...
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2026-04-21T00:00:52.717891+00:00
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466986
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evt_e8370c28ee86
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fact_conflict_detected
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2026-04-21T00:01:35.534854+00:00
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resolver
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["theme:onshoring_industrials"]
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{"entity_id":"theme:onshoring_industri {"entity_id":"theme:onshoring_industrials","field":"heat_score","new_event_id":"evt_afa7ca43ef42","new_ts":"2026-04-21T00:00:03.389291+00:00","new_value":{"components":{"news":1.0,"pa":0.0,"sm":1.0,"ta":0.0},"components_passing":2,"direction":"neutral","emergent":false,"history":[{"components":{"news":0.8,"pa":0.0375,"sm":0.7781,"ta":0.3698},"d":"2026-04-16","direction":"up","score":0.4808},{"components":{"news":0.8,"pa":0.0,"sm":1.0,"ta":0.2898},"d":"2026-04-17","direction":"mixed","score":0.498},{"components":{"news":0.8,"pa":0.0,"sm":1.0,"ta":0.2824},"d":"2026-04-18","direction":"up","score":0.4965},{"components":{"news":0.8,"pa":0.0,"sm":0.7562,"ta":0.0},"d":"2026-04-19","direction":"neutral","score":0.3912},{"components":{"news":0.8,"pa":0.0,"sm":0.9644,"ta":0.0},"d":"2026-04-20","direction":"neutral","score":0.4329},{"components":{"news":1.0,"pa":0.0,"sm":1.0,"ta":0.0},"d":"2026-04-21","direction":"neutral","score":0.5}],"score":0.5,"updated_at":"2026-04-21T00:00:03.389291+00:00"},"previous_event_id":"evt_f547b5b3612f","previous_ts":"2026-04-20T00:04:34.031122+00:00","previous_value":{"components":{"news":0.8,"pa":0.0,"sm":0.9644,"ta":0.0},"components_passing":2,"direction":"neutral","emergent":false,"history":[{"components":{"news":0.8,"pa":0.0375,"sm":0.7781,"ta":0.3698},"d":"2026-04-16","direction":"up","score":0.4808},{"components":{"news":0.8,"pa":0.0,"sm":1.0,"ta":0.2898},"d":"2026-04-17","direction":"mixed","score":0.498},{"components":{"news":0.8,"pa":0.0,"sm":1.0,"ta":0.2824},"d":"2026-04-18","direction":"up","score":0.4965},{"components":{"news":0.8,"pa":0.0,"sm":0.7562,"ta":0.0},"d":"2026-04-19","direction":"neutral","score":0.3912},{"components":{"news":0.8,"pa":0.0,"sm":0.9644,"ta":0.0},"d":"2026-04-20","direction":"neutral","score":0.4329}],"score":0.4329,"updated_at":"2026-04-20T00:04:34.031122+00:00"},"resolution":"corrected","source":"resolver_recency_policy"}...
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0.92
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fact_conflict:theme:onshoring_industrials:heat_sco fact_conflict:theme:onshoring_industrials:heat_score:evt_afa7ca43ef42...
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NULL
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2026-04-21T00:01:35.537190+00:00
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466987
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evt_b4d963dc412a
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signal_emitted
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2026-04-21T00:01:35.534854+00:00
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resolver
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["theme:onshoring_industrials"]
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{"created_at":"2026-04-21T00:01:35.534 {"created_at":"2026-04-21T00:01:35.534854+00:00","reason_trace":{"new_value":"{\"components\":{\"news\":1.0,\"pa\":0.0,\"sm\":1.0,\"ta\":0.0},\"components_passing\":2,\"direction\":\"neutral\",\"emergent\":false,\"history\":[{\"components\":{\"news\":0.8,\"pa\":0.0375,\"sm\":0.7781,\"ta\":0.3698},\"d\":\"2026-","previous_value":"{\"components\":{\"news\":0.8,\"pa\":0.0,\"sm\":0.9644,\"ta\":0.0},\"components_passing\":2,\"direction\":\"neutral\",\"emergent\":false,\"history\":[{\"components\":{\"news\":0.8,\"pa\":0.0375,\"sm\":0.7781,\"ta\":0.3698},\"d\":\"20","source":"resolver_recency_policy"},"severity":"medium","signal_type":"fact_conflict","source":"memory_integrity","value":{"entity_id":"theme:onshoring_industrials","field":"heat_score","new_event_id":"evt_afa7ca43ef42","previous_event_id":"evt_f547b5b3612f","reason":"recency_wins","resolution":"corrected"}}...
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NULL
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0.9
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signal:fact_conflict:theme:onshoring_industrials:h signal:fact_conflict:theme:onshoring_industrials:heat_score:evt_afa7ca43ef42...
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NULL
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2026-04-21T00:01:35.548431+00:00
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466988
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evt_0aafc9161890
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fact_correction_applied
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2026-04-21T00:01:35.534854+00:00
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resolver
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["theme:onshoring_industrials"]
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{"candidate_new_value":{"components {"candidate_new_value":{"components":{"news":1.0,"pa":0.0,"sm":1.0,"ta":0.0},"components_passing":2,"direction":"neutral","emergent":false,"history":[{"components":{"news":0.8,"pa":0.0375,"sm":0.7781,"ta":0.3698},"d":"2026-04-16","direction":"up","score":0.4808},{"components":{"news":0.8,"pa":0.0,"sm":1.0,"ta":0.2898},"d":"2026-04-17","direction":"mixed","score":0.498},{"components":{"news":0.8,"pa":0.0,"sm":1.0,"ta":0.2824},"d":"2026-04-18","direction":"up","score":0.4965},{"components":{"news":0.8,"pa":0.0,"sm":0.7562,"ta":0.0},"d":"2026-04-19","direction":"neutral","score":0.3912},{"components":{"news":0.8,"pa":0.0,"sm":0.9644,"ta":0.0},"d":"2026-04-20","direction":"neutral","score":0.4329},{"components":{"news":1.0,"pa":0.0,"sm":1.0,"ta":0.0},"d":"2026-04-21","direction":"neutral","score":0.5}],"score":0.5,"updated_at":"2026-04-21T00:00:03.389291+00:00"},"candidate_previous_value":{"components":{"news":0.8,"pa":0.0,"sm":0.9644,"ta":0.0},"components_passing":2,"direction":"neutral","emergent":false,"history":[{"components":{"news":0.8,"pa":0.0375,"sm":0.7781,"ta":0.3698},"d":"2026-04-16","direction":"up","score":0.4808},{"components":{"news":0.8,"pa":0.0,"sm":1.0,"ta":0.2898},"d":"2026-04-17","direction":"mixed","score":0.498},{"components":{"news":0.8,"pa":0.0,"sm":1.0,"ta":0.2824},"d":"2026-04-18","direction":"up","score":0.4965},{"components":{"news":0.8,"pa":0.0,"sm":0.7562,"ta":0.0},"d":"2026-04-19","direction":"neutral","score":0.3912},{"components":{"news":0.8,"pa":0.0,"sm":0.9644,"ta":0.0},"d":"2026-04-20","direction":"neutral","score":0.4329}],"score":0.4329,"updated_at":"2026-04-20T00:04:34.031122+00:00"},"decision":"use_new","entity_id":"theme:onshoring_industrials","field":"heat_score","reason":"recency_wins","source":"resolver_recency_policy","source_event_id":"evt_afa7ca43ef42","supersedes_event_id":"evt_f547b5b3612f","value":{"components":{"news":1.0,"pa":0.0,"sm":1.0,"ta":0.0},"components_passing":2,"direction":"neutral","emergent":false,"history":[{"components":{"news":0.8,"pa":0.0375,"sm":0.7781,"ta":0.3698},"d":"2026-04-16","direction":"up","score":0.4808},{"components":{"news":0.8,"pa":0.0,"sm":1.0,"ta":0.2898},"d":"2026-04-17","direction":"mixed","score":0.498},{"components":{"news":0.8,"pa":0.0,"sm":1.0,"ta":0.2824},"d":"2026-04-18","direction":"up","score":0.4965},{"components":{"news":0.8,"pa":0.0,"sm":0.7562,"ta":0.0},"d":"2026-04-19","direction":"neutral","score":0.3912},{"components":{"news":0.8,"pa":0.0,"sm":0.9644,"ta":0.0},"d":"2026-04-20","direction":"neutral","score":0.4329},{"components":{"news":1.0,"pa":0.0,"sm":1.0,"ta":0.0},"d":"2026-04-21","direction":"neutral","score":0.5}],"score":0.5,"updated_at":"2026-04-21T00:00:03.389291+00:00"}}...
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NULL
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0.95
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fact_correction:theme:onshoring_industrials:heat_s fact_correction:theme:onshoring_industrials:heat_score:evt_afa7ca43ef42...
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NULL
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2026-04-21T00:01:35.553422+00:00
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Edit
Delete
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466989
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evt_e924034dbcd8
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fact_conflict_detected
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2026-04-21T00:01:38.593836+00:00
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resolver
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["theme:onshoring_industrials"]
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{"entity_id":"theme:onshoring_industri {"entity_id":"theme:onshoring_industrials","field":"hot","new_event_id":"evt_aa517858da7f","new_ts":"2026-04-21T00:00:03.389291+00:00","new_value":{"as_of":"2026-04-21T00:00:03.389291+00:00","components_passing":2,"is_hot":false},"previous_event_id":"evt_6ef7dae64825","previous_ts":"2026-04-20T00:04:34.031122+00:00","previous_value":{"as_of":"2026-04-20T00:04:34.031122+00:00","components_passing":2,"is_hot":false},"resolution":"corrected","source":"resolver_recency_policy"}...
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NULL
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0.92
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fact_conflict:theme:onshoring_industrials:hot:evt_ fact_conflict:theme:onshoring_industrials:hot:evt_aa517858da7f...
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NULL
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2026-04-21T00:01:38.593916+00:00
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466990
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evt_cb497640ec5a
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signal_emitted
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2026-04-21T00:01:38.593836+00:00
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resolver
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["theme:onshoring_industrials"]
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{"created_at":"2026-04-21T00:01:38.593 {"created_at":"2026-04-21T00:01:38.593836+00:00","reason_trace":{"new_value":"{\"as_of\":\"2026-04-21T00:00:03.389291+00:00\",\"components_passing\":2,\"is_hot\":false}","previous_value":"{\"as_of\":\"2026-04-20T00:04:34.031122+00:00\",\"components_passing\":2,\"is_hot\":false}","source":"resolver_recency_policy"},"severity":"medium","signal_type":"fact_conflict","source":"memory_integrity","value":{"entity_id":"theme:onshoring_industrials","field":"hot","new_event_id":"evt_aa517858da7f","previous_event_id":"evt_6ef7dae64825","reason":"recency_wins","resolution":"corrected"}}...
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NULL
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0.9
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signal:fact_conflict:theme:onshoring_industrials:h signal:fact_conflict:theme:onshoring_industrials:hot:evt_aa517858da7f...
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NULL
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2026-04-21T00:01:38.608666+00:00
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466991
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evt_ce1de8ca4fb9
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fact_correction_applied
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2026-04-21T00:01:38.593836+00:00
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resolver
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["theme:onshoring_industrials"]
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{"candidate_new_value":{"as_of":&# {"candidate_new_value":{"as_of":"2026-04-21T00:00:03.389291+00:00","components_passing":2,"is_hot":false},"candidate_previous_value":{"as_of":"2026-04-20T00:04:34.031122+00:00","components_passing":2,"is_hot":false},"decision":"use_new","entity_id":"theme:onshoring_industrials","field":"hot","reason":"recency_wins","source":"resolver_recency_policy","source_event_id":"evt_aa517858da7f","supersedes_event_id":"evt_6ef7dae64825","value":{"as_of":"2026-04-21T00:00:03.389291+00:00","components_passing":2,"is_hot":false}}...
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NULL
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0.95
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fact_correction:theme:onshoring_industrials:hot:ev fact_correction:theme:onshoring_industrials:hot:evt_aa517858da7f...
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NULL
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2026-04-21T00:01:38.612057+00:00
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Edit
Delete
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466992
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evt_b692f9d6a333
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fact_conflict_detected
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2026-04-21T00:01:38.945118+00:00
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resolver
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["theme:onshoring_industrials"]
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{"entity_id":"theme:onshoring_industri {"entity_id":"theme:onshoring_industrials","field":"narrative","new_event_id":"evt_5c8eccc4cead","new_ts":"2026-04-21T00:00:03.389291+00:00","new_value":{"oneliner":"Onshoring / industrial reshoring \u2014 tracking \u2014 mixed \u2014 ~71 news hits","updated_at":"2026-04-21T00:00:03.389291+00:00"},"previous_event_id":"evt_fa25f1a923bd","previous_ts":"2026-04-20T00:04:34.031122+00:00","previous_value":{"oneliner":"Onshoring / industrial reshoring \u2014 tracking \u2014 mixed \u2014 ~18 news hits","updated_at":"2026-04-20T00:04:34.031122+00:00"},"resolution":"corrected","source":"resolver_recency_policy"}...
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NULL
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0.92
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fact_conflict:theme:onshoring_industrials:narrativ fact_conflict:theme:onshoring_industrials:narrative:evt_5c8eccc4cead...
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NULL
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2026-04-21T00:01:38.945190+00:00
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Edit
Delete
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466993
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evt_300119ce3e65
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signal_emitted
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2026-04-21T00:01:38.945118+00:00
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resolver
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["theme:onshoring_industrials"]
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{"created_at":"2026-04-21T00:01:38.945 {"created_at":"2026-04-21T00:01:38.945118+00:00","reason_trace":{"new_value":"{\"oneliner\":\"Onshoring / industrial reshoring \\u2014 tracking \\u2014 mixed \\u2014 ~71 news hits\",\"updated_at\":\"2026-04-21T00:00:03.389291+00:00\"}","previous_value":"{\"oneliner\":\"Onshoring / industrial reshoring \\u2014 tracking \\u2014 mixed \\u2014 ~18 news hits\",\"updated_at\":\"2026-04-20T00:04:34.031122+00:00\"}","source":"resolver_recency_policy"},"severity":"medium","signal_type":"fact_conflict","source":"memory_integrity","value":{"entity_id":"theme:onshoring_industrials","field":"narrative","new_event_id":"evt_5c8eccc4cead","previous_event_id":"evt_fa25f1a923bd","reason":"recency_wins","resolution":"corrected"}}...
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NULL
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0.9
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signal:fact_conflict:theme:onshoring_industrials:n signal:fact_conflict:theme:onshoring_industrials:narrative:evt_5c8eccc4cead...
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NULL
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2026-04-21T00:01:38.947960+00:00
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Edit
Delete
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466994
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evt_9699507d8144
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fact_correction_applied
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2026-04-21T00:01:38.945118+00:00
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resolver
|
["theme:onshoring_industrials"]
|
{"candidate_new_value":{"oneliner" {"candidate_new_value":{"oneliner":"Onshoring / industrial reshoring \u2014 tracking \u2014 mixed \u2014 ~71 news hits","updated_at":"2026-04-21T00:00:03.389291+00:00"},"candidate_previous_value":{"oneliner":"Onshoring / industrial reshoring \u2014 tracking \u2014 mixed \u2014 ~18 news hits","updated_at":"2026-04-20T00:04:34.031122+00:00"},"decision":"use_new","entity_id":"theme:onshoring_industrials","field":"narrative","reason":"recency_wins","source":"resolver_recency_policy","source_event_id":"evt_5c8eccc4cead","supersedes_event_id":"evt_fa25f1a923bd","value":{"oneliner":"Onshoring / industrial reshoring \u2014 tracking \u2014 mixed \u2014 ~71 news hits","updated_at":"2026-04-21T00:00:03.389291+00:00"}}...
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NULL
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0.95
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fact_correction:theme:onshoring_industrials:narrat fact_correction:theme:onshoring_industrials:narrative:evt_5c8eccc4cead...
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NULL
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2026-04-21T00:01:38.950817+00:00
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Edit
Delete
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466995
|
evt_ad107cff8888
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fact_conflict_detected
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2026-04-21T00:01:38.989261+00:00
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resolver
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["theme:onshoring_industrials"]
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{"entity_id":"theme:onshoring_industri {"entity_id":"theme:onshoring_industrials","field":"member_tickers","new_event_id":"evt_d1308f2bde65","new_ts":"2026-04-21T00:00:03.389291+00:00","new_value":["PWR","ROK","EMR","CARR","ETN","GE","PH","FAST","MGV","K","RTX","BP","ISRG","ABT","NASDAQ","^GSPC","US_OIL_WTI","SP500","VDC","VDE"],"previous_event_id":"evt_2f5cec6083d9","previous_ts":"2026-04-20T00:04:34.031122+00:00","previous_value":["PWR","ROK","EMR","CARR","ETN","GE","PH","FAST","AEM","VOO","EQX","ETH","BTC","^GSPC","XRP","SP500","US_OIL_WTI","SOL"],"resolution":"corrected","source":"resolver_recency_policy"}...
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NULL
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0.92
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fact_conflict:theme:onshoring_industrials:member_t fact_conflict:theme:onshoring_industrials:member_tickers:evt_d1308f2bde65...
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NULL
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2026-04-21T00:01:38.989609+00:00
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Edit
Delete
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466996
|
evt_255d9865280e
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signal_emitted
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2026-04-21T00:01:38.989261+00:00
|
resolver
|
["theme:onshoring_industrials"]
|
{"created_at":"2026-04-21T00:01:38.989 {"created_at":"2026-04-21T00:01:38.989261+00:00","reason_trace":{"new_value":"[\"PWR\",\"ROK\",\"EMR\",\"CARR\",\"ETN\",\"GE\",\"PH\",\"FAST\",\"MGV\",\"K\",\"RTX\",\"BP\",\"ISRG\",\"ABT\",\"NASDAQ\",\"^GSPC\",\"US_OIL_WTI\",\"SP500\",\"VDC\",\"VDE\"]","previous_value":"[\"PWR\",\"ROK\",\"EMR\",\"CARR\",\"ETN\",\"GE\",\"PH\",\"FAST\",\"AEM\",\"VOO\",\"EQX\",\"ETH\",\"BTC\",\"^GSPC\",\"XRP\",\"SP500\",\"US_OIL_WTI\",\"SOL\"]","source":"resolver_recency_policy"},"severity":"medium","signal_type":"fact_conflict","source":"memory_integrity","value":{"entity_id":"theme:onshoring_industrials","field":"member_tickers","new_event_id":"evt_d1308f2bde65","previous_event_id":"evt_2f5cec6083d9","reason":"recency_wins","resolution":"corrected"}}...
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NULL
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0.9
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signal:fact_conflict:theme:onshoring_industrials:m signal:fact_conflict:theme:onshoring_industrials:member_tickers:evt_d1308f2bde65...
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NULL
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2026-04-21T00:01:38.992063+00:00
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Edit
Delete
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