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88398
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evt_edf6c1d6c7ff
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signal_ingest
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2026-04-17T21:30:18.129629+00:00
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collector:opportunity_research
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[]
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{"created_at":"2026-04-17T21:30:18.129 {"created_at":"2026-04-17T21:30:18.129629+00:00","signal_type":"opportunity_research_snapshot","source":"opportunity_research_ingestor","value":{"as_of":"2026-04-17T21:30:18.129629+00:00","bucket":"2026-04-17T21:00Z","error":"http_status_400","items":[],"meta":{},"provider":"serper","quality_hint":0.6,"query":"us oil wti OPEC+ supply inventories refinery demand shipping disruption update","source":"opportunity_research_ingestor","source_ref":"web_search:serper","status":"http_400"}}...
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web_search:serper
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0.6
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opportunity_research_snapshot:135833e76a18c876
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NULL
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2026-04-17T21:30:20.136602+00:00
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88399
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evt_8f40ff2a788d
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signal_ingest
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2026-04-17T21:30:18.129629+00:00
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collector:opportunity_research
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[]
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{"created_at":"2026-04-17T21:30:18.129 {"created_at":"2026-04-17T21:30:18.129629+00:00","signal_type":"opportunity_research_snapshot","source":"opportunity_research_ingestor","value":{"as_of":"2026-04-17T21:30:18.129629+00:00","bucket":"2026-04-17T21:00Z","error":"http_status_400","items":[],"meta":{},"provider":"serper","quality_hint":0.6,"query":"us oil wti geopolitical risk sanctions production outage catalyst next 14 days","source":"opportunity_research_ingestor","source_ref":"web_search:serper","status":"http_400"}}...
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web_search:serper
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0.6
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opportunity_research_snapshot:25b5a354c3f41a74
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NULL
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2026-04-17T21:30:20.207678+00:00
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88400
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evt_12ec83229e3a
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signal_ingest
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2026-04-17T21:30:18.129629+00:00
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collector:opportunity_research
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[]
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{"created_at":"2026-04-17T21:30:18.129 {"created_at":"2026-04-17T21:30:18.129629+00:00","signal_type":"opportunity_research_snapshot","source":"opportunity_research_ingestor","value":{"as_of":"2026-04-17T21:30:18.129629+00:00","bucket":"2026-04-17T21:00Z","error":"http_status_400","items":[],"meta":{},"provider":"serper","quality_hint":0.6,"query":"gold real yields dollar positioning central bank demand update","source":"opportunity_research_ingestor","source_ref":"web_search:serper","status":"http_400"}}...
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web_search:serper
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0.6
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opportunity_research_snapshot:e12e03b723bb737d
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NULL
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2026-04-17T21:30:20.211048+00:00
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88401
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evt_431ce97038f7
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signal_ingest
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2026-04-17T21:30:18.129629+00:00
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collector:opportunity_research
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[]
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{"created_at":"2026-04-17T21:30:18.129 {"created_at":"2026-04-17T21:30:18.129629+00:00","signal_type":"opportunity_research_snapshot","source":"opportunity_research_ingestor","value":{"as_of":"2026-04-17T21:30:18.129629+00:00","bucket":"2026-04-17T21:00Z","error":"http_status_400","items":[],"meta":{},"provider":"serper","quality_hint":0.6,"query":"gold inflation growth risk policy catalyst next 14 days","source":"opportunity_research_ingestor","source_ref":"web_search:serper","status":"http_400"}}...
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web_search:serper
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0.6
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opportunity_research_snapshot:d1748f182f461b87
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NULL
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2026-04-17T21:30:20.289737+00:00
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88402
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evt_c89ef1f619e5
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signal_ingest
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2026-04-17T21:30:18.129629+00:00
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collector:opportunity_research
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[]
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{"created_at":"2026-04-17T21:30:18.129 {"created_at":"2026-04-17T21:30:18.129629+00:00","signal_type":"opportunity_research_snapshot","source":"opportunity_research_ingestor","value":{"as_of":"2026-04-17T21:30:18.129629+00:00","bucket":"2026-04-17T21:00Z","error":"http_status_400","items":[],"meta":{},"provider":"serper","quality_hint":0.6,"query":"silver real yields dollar positioning central bank demand update","source":"opportunity_research_ingestor","source_ref":"web_search:serper","status":"http_400"}}...
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web_search:serper
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0.6
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opportunity_research_snapshot:281f21f58dfaaf1c
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NULL
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2026-04-17T21:30:20.293432+00:00
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88403
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evt_54a17f870fb8
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signal_ingest
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2026-04-17T21:30:18.129629+00:00
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collector:opportunity_research
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[]
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{"created_at":"2026-04-17T21:30:18.129 {"created_at":"2026-04-17T21:30:18.129629+00:00","signal_type":"opportunity_research_snapshot","source":"opportunity_research_ingestor","value":{"as_of":"2026-04-17T21:30:18.129629+00:00","bucket":"2026-04-17T21:00Z","error":"http_status_400","items":[],"meta":{},"provider":"serper","quality_hint":0.6,"query":"silver inflation growth risk policy catalyst next 14 days","source":"opportunity_research_ingestor","source_ref":"web_search:serper","status":"http_400"}}...
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web_search:serper
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0.6
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opportunity_research_snapshot:59923e631f5e9c0b
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NULL
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2026-04-17T21:30:20.300415+00:00
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88404
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evt_52c835132e7c
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llm_usage
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2026-04-17T21:30:30.654779+00:00
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llm:openai
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[]
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{"cost_usd":0.001443,"meta":{" {"cost_usd":0.001443,"meta":{"feature":null,"governance":{"chars_trimmed":223,"complexity":"medium","cost_24h_usd":1.70853,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1526,"input_tokens_original":1526,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":900,"output_tokens_final":900,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:medium","pressure:normal","context_trimmed","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":900,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0e1ef4417981cb830069e2a66faf60819687d801bf7832ba79","usage":{"input_tokens":1596,"input_tokens_details":{"cached_tokens":0},"output_tokens":899,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2495}}...
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NULL
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0.0
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llm_usage:resp_0e1ef4417981cb830069e2a66faf6081968 llm_usage:resp_0e1ef4417981cb830069e2a66faf60819687d801bf7832ba79...
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NULL
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2026-04-17T21:30:30.655692+00:00
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88405
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evt_a53631b0fc40
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signal_ingest
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2026-04-17T21:30:30.668946+00:00
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daemon:signal_enrichment
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[]
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{"created_at":"2026-04-17T20:22:56.060 {"created_at":"2026-04-17T20:22:56.060872+00:00","dedupe_key":"signal_enriched:discovery_options_flow_delta:ea1896f39202f454","evidence_event_ids":["evt_1fd8229ab8ce"],"signal_type":"discovery_options_flow_delta","source":"discovery_ingestor","value":{"aggregator_url":"https://www.nasdaq.com/articles/stocks-break-out-new-highs-3-ai-leaders-buy-now-be-nbis-nvda","as_of":"2026-04-17T20:22:56.060872+00:00","canonical_url":"https://www.nasdaq.com/articles/stocks-break-out-new-highs-3-ai-leaders-buy-now-be-nbis-nvda","enrichment":{"aggregator_url":"https://www.nasdaq.com/articles/stocks-break-out-new-highs-3-ai-leaders-buy-now-be-nbis-nvda","article_chars":5000,"article_truncated":true,"blocked_reason":null,"candidate_id":"sc_67f60af7e49f8a85","canonical_host":"nasdaq.com","canonical_is_aggregator":false,"canonical_url":"https://www.nasdaq.com/articles/stocks-break-out-new-highs-3-ai-leaders-buy-now-be-nbis-nvda","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-17T21:30:30.668611+00:00","extraction_method":"trafilatura","fetched_description":"Nebius Group, Bloom Energy and Nvidia shares are near, or already pushing new highs amid renewed stock market strength.","fetched_title":"Stocks Break Out to New Highs: 3 AI Leaders to Buy Now (BE, NBIS, NVDA) | Nasdaq","final_url":"https://www.nasdaq.com/articles/stocks-break-out-new-highs-3-ai-leaders-buy-now-be-nbis-nvda","html_truncated":false,"paywall_likely":false,"publisher_domain":"nasdaq.com","publisher_resolution":"canonical_url","requested_url":"https://www.nasdaq.com/articles/stocks-break-out-new-highs-3-ai-leaders-buy-now-be-nbis-nvda","source_event_id":"evt_1fd8229ab8ce","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"fp":"002155f7308eeba2","kind":"options_flow","published_at":"2026-04-17T18:01:00+00:00","publisher_domain":"nasdaq.com","signal_understanding":{"analysis_basis":"article","claim_confidence":0.78,"dates_mentioned":["just last week","over the past week","nearly six months","next three to five years","this year","next year","past few years","recent correction"],"entities":[{"asset_class":"equity","name":"Nebius Group N.V.","relevance":"high","symbol":"NBIS","type":"company"},{"asset_class":"equity","name":"Bloom Energy","relevance":"high","symbol":"BE","type":"company"},{"asset_class":"equity","name":"Nvidia","relevance":"high","symbol":"NVDA","type":"company"},{"asset_class":"other","name":"Jensen Huang","relevance":"low","symbol":"","type":"person"}],"event_type":"price_action","information_gaps":["No options flow details are provided in the text (no call/put direction, no expiry dates, no option size, no open interest context, and no indication of informed positioning).","The signal type is discovery_options_flow_delta, but the article content is a stock/technical/fundamental commentary rather than an options-flow report."],"key_facts":["Leading stock indexes are described as breaking out to new highs again.","Nebius Group is described as emerging as a fast-growing AI infrastructure company and is said to be near highs with a tight bull flag continuation pattern.","The article states Nebius has a Zacks Rank #2 (Buy).","The article states Nebius sales are projected to surge 550% this year to roughly $3.5 billion, then increase 185% next year to nearly $10 billion.","The article states Bloom Energy showed resilience during a recent market correction and is consolidating gains in a continuation pattern after gapping higher on news.","The article states Bloom has a Zacks Rank #1 (Strong Buy).","The article states Bloom sales are expected to grow 61% this year and 70% next year; earnings projected to surge 83% this year and 119% next year.","The article states Bloom secured a 2.8GW fuel cell agreement with Oracle \u201cjust last week.\u201d","The article states Nvidia is approaching highs after consolidating for nearly six months and breaking out from a large base over the past week.","The article states Nvidia has a Zacks Rank #1 (Strong Buy).","The article states Nvidia sales are expected to grow 63% this year and 30% next year; earnings projected to expand at roughly 49% annually over the next three to five years.","The article states Nvidia trades around 25x forward earnings."],"numeric_claims":[{"label":"Nebius projected sales increase (this year)","value":"550%"},{"label":"Nebius projected sales (this year)","value":"~$3.5 billion"},{"label":"Nebius projected sales increase (next year)","value":"185%"},{"label":"Nebius projected sales (next year)","value":"~$10 billion"},{"label":"Bloom fuel cell agreement size","value":"2.8GW"},{"label":"Bloom projected sales growth (this year)","value":"61%"},{"label":"Bloom projected sales growth (next year)","value":"70%"},{"label":"Bloom projected earnings surge (this year)","value":"83%"},{"label":"Bloom projected earnings surge (next year)","value":"119%"},{"label":"Nvidia projected sales growth (this year)","value":"63%"},{"label":"Nvidia projected sales growth (next year)","value":"30%"},{"label":"Nvidia projected earnings expansion rate","value":"~49% annually"},{"label":"Nvidia forward earnings multiple","value":"~25x"}],"primary_claim":"BE, NBIS, and NVDA are near or pushing new highs, and the article presents them as strong buy opportunities based on fundamentals and technical breakout/continuation setups.","relevance_score":0.42,"sentiment":"positive","source_quality":"high","summary":"The article argues that leading AI-related stocks\u2014Bloom Energy (BE), Nebius Group (NBIS), and Nvidia (NVDA)\u2014are near or breaking out to new highs amid renewed market strength, supported by bullish technical patterns and strong growth expectations.","topics":["AI infrastructure","stock breakouts","bull market","technical analysis","Zacks rankings","earnings/growth projections","data center power demand","fuel cell agreement"]},"source":"Nasdaq Investing","source_domain":"nasdaq.com","summary":"Nebius Group, Bloom Energy and Nvidia shares are near, or already pushing new highs amid renewed stock market strength.","tickers":[],"title":"Stocks Break Out to New Highs: 3 AI Leaders to Buy Now (BE, NBIS, NVDA)","url":"https://www.nasdaq.com/articles/stocks-break-out-new-highs-3-ai-leaders-buy-now-be-nbis-nvda"}}...
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candidate:sc_67f60af7e49f8a85
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0.78
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signal_enriched:discovery_options_flow_delta:ea189 signal_enriched:discovery_options_flow_delta:ea1896f39202f454...
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NULL
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2026-04-17T21:30:30.669012+00:00
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88406
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evt_1831968e1263
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llm_usage
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2026-04-17T21:30:41.353410+00:00
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llm:openai
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[]
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{"cost_usd":0.001448,"meta":{" {"cost_usd":0.001448,"meta":{"feature":null,"governance":{"chars_trimmed":212,"complexity":"medium","cost_24h_usd":1.70853,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1526,"input_tokens_original":1526,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":900,"output_tokens_final":900,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:medium","pressure:normal","context_trimmed","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":900,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0a1bfd243e55a8a90069e2a67a172481939ca9f4efaa356f51","usage":{"input_tokens":1614,"input_tokens_details":{"cached_tokens":0},"output_tokens":900,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2514}}...
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llm_usage:resp_0a1bfd243e55a8a90069e2a67a172481939 llm_usage:resp_0a1bfd243e55a8a90069e2a67a172481939ca9f4efaa356f51...
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NULL
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2026-04-17T21:30:41.353475+00:00
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88407
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evt_f573faade9a1
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llm_usage
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2026-04-17T21:30:48.214244+00:00
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llm:openai
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[]
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{"cost_usd":0.000578,"meta":{" {"cost_usd":0.000578,"meta":{"feature":null,"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":1.711421,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":522,"input_tokens_original":522,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":320,"output_tokens_final":320,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:low","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":320,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_06396dc7ab0d2f0d0069e2a684f6548190b17452fe9393bdf2","usage":{"input_tokens":889,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1209}}...
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NULL
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0.0
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llm_usage:resp_06396dc7ab0d2f0d0069e2a684f6548190b llm_usage:resp_06396dc7ab0d2f0d0069e2a684f6548190b17452fe9393bdf2...
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NULL
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2026-04-17T21:30:48.214377+00:00
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88408
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evt_bebe79e5ca5d
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llm_usage
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2026-04-17T21:30:53.445616+00:00
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llm:openai
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[]
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{"cost_usd":0.000575,"meta":{" {"cost_usd":0.000575,"meta":{"feature":null,"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":1.711421,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":512,"input_tokens_original":512,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":320,"output_tokens_final":320,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:low","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":320,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_08ee8d441f8aaedd0069e2a68ade348194b8c1482fdbc342cc","usage":{"input_tokens":877,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1197}}...
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llm_usage:resp_08ee8d441f8aaedd0069e2a68ade348194b llm_usage:resp_08ee8d441f8aaedd0069e2a68ade348194b8c1482fdbc342cc...
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NULL
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2026-04-17T21:30:53.445667+00:00
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88409
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evt_ea2fd8ac416c
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llm_usage
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2026-04-17T21:31:04.056121+00:00
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llm:openai
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[]
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{"cost_usd":0.00142,"meta":{"f {"cost_usd":0.00142,"meta":{"feature":null,"governance":{"chars_trimmed":0,"complexity":"medium","cost_24h_usd":1.711421,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1168,"input_tokens_original":1168,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":900,"output_tokens_final":900,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:medium","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":900,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0d4f9e315e5cdee50069e2a6911d388197b78e9cc4fa2c89d5","usage":{"input_tokens":1476,"input_tokens_details":{"cached_tokens":0},"output_tokens":900,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2376}}...
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llm_usage:resp_0d4f9e315e5cdee50069e2a6911d388197b llm_usage:resp_0d4f9e315e5cdee50069e2a6911d388197b78e9cc4fa2c89d5...
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2026-04-17T21:31:04.056172+00:00
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88410
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evt_f56df00620ee
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llm_usage
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2026-04-17T21:31:14.275120+00:00
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llm:openai
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[]
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{"cost_usd":0.001342,"meta":{" {"cost_usd":0.001342,"meta":{"feature":null,"governance":{"chars_trimmed":242,"complexity":"medium","cost_24h_usd":1.713994,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1526,"input_tokens_original":1526,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":900,"output_tokens_final":900,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:medium","pressure:normal","context_trimmed","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":900,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_08d8d314f7966d010069e2a69bc70081959b591b236f725bb9","usage":{"input_tokens":1785,"input_tokens_details":{"cached_tokens":0},"output_tokens":788,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2573}}...
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llm_usage:resp_08d8d314f7966d010069e2a69bc70081959 llm_usage:resp_08d8d314f7966d010069e2a69bc70081959b591b236f725bb9...
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NULL
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2026-04-17T21:31:14.275188+00:00
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88411
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evt_186f660d8e61
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signal_ingest
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2026-04-17T21:31:14.289179+00:00
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daemon:signal_enrichment
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[]
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{"created_at":"2026-04-17T03:42:58.209 {"created_at":"2026-04-17T03:42:58.209772+00:00","dedupe_key":"signal_enriched:discovery_unusual_volume_delta:74349ceeb66169e9","evidence_event_ids":["evt_069e4a167f08"],"signal_type":"discovery_unusual_volume_delta","source":"discovery_ingestor","value":{"aggregator_url":"https://www.nasdaq.com/articles/qsm-asset-management-loads-611000-mobileye-shares","as_of":"2026-04-17T03:42:58.209772+00:00","canonical_url":"https://www.fool.com/coverage/filings/2026/04/16/qsm-asset-management-loads-up-611-000-mobileye-shares/","enrichment":{"aggregator_url":"https://www.nasdaq.com/articles/qsm-asset-management-loads-611000-mobileye-shares","article_chars":5000,"article_truncated":true,"blocked_reason":null,"candidate_id":"sc_9481a99e823ca5ff","canonical_host":"fool.com","canonical_is_aggregator":false,"canonical_url":"https://www.fool.com/coverage/filings/2026/04/16/qsm-asset-management-loads-up-611-000-mobileye-shares/","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-17T21:31:14.289102+00:00","extraction_method":"trafilatura","fetched_description":"Key PointsQSM Asset Management Ltd bought 611,003 shares of Mobileye, with an estimated trade value of $5.54 million based on quarterly average pricing.","fetched_title":"QSM Asset Management Loads Up 611,000 Mobileye Shares | Nasdaq","final_url":"https://www.nasdaq.com/articles/qsm-asset-management-loads-611000-mobileye-shares","html_truncated":false,"paywall_likely":false,"publisher_domain":"fool.com","publisher_resolution":"canonical_url","requested_url":"https://www.nasdaq.com/articles/qsm-asset-management-loads-611000-mobileye-shares","source_event_id":"evt_069e4a167f08","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"fp":"b655e26cdd2c21fb","kind":"unusual_volume","published_at":"2026-04-17T01:58:33+00:00","publisher_domain":"fool.com","signal_understanding":{"analysis_basis":"article","claim_confidence":0.78,"dates_mentioned":["2026-01-01","2026-03-31","2026-04-14","2026-04-15","2026-04-16"],"entities":[{"asset_class":"asset_manager","name":"QSM Asset Management Ltd","relevance":"high","symbol":"","type":"company"},{"asset_class":"equity","name":"Mobileye Global Inc.","relevance":"high","symbol":"MBLY","type":"company"},{"asset_class":"equity","name":"Intel","relevance":"medium","symbol":"INTC","type":"company"},{"asset_class":"index","name":"S&P 500","relevance":"low","symbol":"","type":"index"}],"event_type":"listing","information_gaps":["The signal type requests an unusual volume ratio vs average, but the provided text contains no volume figures or baseline/average volume to compute a ratio.","No specific external news event is cited as the catalyst for the purchase; the article provides a general interpretation (buying during a sell-off) rather than a confirmed catalyst.","The article does not state whether the trade was executed as a single block or multiple transactions, nor does it provide timing within the quarter beyond Q1 2026."],"key_facts":["QSM Asset Management Ltd initiated a new position in Mobileye Global Inc. (NASDAQ: MBLY) during Q1 2026, per an SEC filing dated April 15, 2026.","QSM acquired 611,003 shares of MBLY during Q1 2026.","The estimated transaction value was $5.54 million based on the mean unadjusted close price for the quarter.","The value of the position at quarter-end was $4.13 million.","The new position represented 2.02% of QSM\u2019s total 13F reportable assets as of March 31, 2026.","At quarter-end, Mobileye was not in QSM\u2019s top five holdings (2.02% of 13F AUM).","As of April 14, 2026, MBLY shares were priced at $7.62, down 41.1% over the past year and underperforming the S&P 500 by 71.07 percentage points."],"numeric_claims":[{"label":"shares_bought","value":"611,003"},{"label":"estimated_trade_value_usd","value":"5.54 million"},{"label":"quarter_end_position_value_usd","value":"4.13 million"},{"label":"position_share_of_13F_AUM_percent","value":"2.02%"},{"label":"shift_in_13F_reportable_assets_percent","value":"2.71%"},{"label":"MBLY_price_as_of_2026-04-14_usd","value":"7.62"},{"label":"MBLY_down_over_past_year_percent","value":"41.1%"}],"primary_claim":"QSM Asset Management Ltd bought 611,003 Mobileye shares in Q1 2026 (new position), with an estimated transaction value of $5.54M and quarter-end value of $4.13M.","relevance_score":0.62,"sentiment":"mixed","source_quality":"high","summary":"QSM Asset Management initiated a new position in Mobileye (NASDAQ: MBLY) by buying 611,003 shares in Q1 2026, valued at about $5.54M at trade pricing and $4.13M at quarter-end. The article frames this as a bullish entry during Mobileye\u2019s sharp sell-off, but it does not provide a specific external news catalyst.","topics":["13F filing","new position","Mobileye (MBLY)","institutional buying","ADAS/autonomous driving","valuation multiples","stock sell-off"]},"source":"Nasdaq Markets","source_domain":"fool.com","summary":"Key PointsQSM Asset Management Ltd bought 611,003 shares of Mobileye, with an estimated trade value of $5.54 million based on quarterly average pricing.","tickers":[],"title":"QSM Asset Management Loads Up 611,000 Mobileye Shares","url":"https://www.fool.com/coverage/filings/2026/04/16/qsm-asset-management-loads-up-611-000-mobileye-shares/"}}...
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candidate:sc_9481a99e823ca5ff
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0.78
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signal_enriched:discovery_unusual_volume_delta:743 signal_enriched:discovery_unusual_volume_delta:74349ceeb66169e9...
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NULL
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2026-04-17T21:31:14.289246+00:00
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88412
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evt_8bf41fe8b018
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llm_usage
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2026-04-17T21:31:24.347351+00:00
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llm:openai
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[]
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{"cost_usd":0.001154,"meta":{" {"cost_usd":0.001154,"meta":{"feature":null,"governance":{"chars_trimmed":0,"complexity":"medium","cost_24h_usd":1.713994,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1176,"input_tokens_original":1176,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":900,"output_tokens_final":900,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:medium","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":900,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0bca449bd48d62f50069e2a6a6c6cc819683fb12d7f31c1bfb","usage":{"input_tokens":1375,"input_tokens_details":{"cached_tokens":0},"output_tokens":703,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2078}}...
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NULL
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0.0
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llm_usage:resp_0bca449bd48d62f50069e2a6a6c6cc81968 llm_usage:resp_0bca449bd48d62f50069e2a6a6c6cc819683fb12d7f31c1bfb...
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2026-04-17T21:31:24.347419+00:00
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88413
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evt_f4ef4bfd792e
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signal_ingest
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2026-04-17T21:31:24.492921+00:00
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daemon:signal_enrichment
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[]
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{"created_at":"2026-04-17T03:42:58.209 {"created_at":"2026-04-17T03:42:58.209772+00:00","dedupe_key":"signal_enriched:discovery_unusual_volume_delta:0e269fd4e4d6f95e","evidence_event_ids":["evt_ac4a228c6831"],"signal_type":"discovery_unusual_volume_delta","source":"discovery_ingestor","value":{"aggregator_url":"https://www.nasdaq.com/articles/why-rocket-lab-stock-was-cruising-higher-week","as_of":"2026-04-17T03:42:58.209772+00:00","canonical_url":"https://www.fool.com/investing/2026/04/16/why-rocket-lab-stock-was-cruising-higher-this-week/","enrichment":{"aggregator_url":"https://www.nasdaq.com/articles/why-rocket-lab-stock-was-cruising-higher-week","article_chars":3428,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_dfd3f62c8dcd6db8","canonical_host":"fool.com","canonical_is_aggregator":false,"canonical_url":"https://www.fool.com/investing/2026/04/16/why-rocket-lab-stock-was-cruising-higher-this-week/","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-17T21:31:24.492828+00:00","extraction_method":"trafilatura","fetched_description":"Key PointsThe first was an analyst's positive update about the company's prospects.","fetched_title":"Why Rocket Lab Stock Was Cruising Higher This Week | Nasdaq","final_url":"https://www.nasdaq.com/articles/why-rocket-lab-stock-was-cruising-higher-week","html_truncated":false,"paywall_likely":false,"publisher_domain":"fool.com","publisher_resolution":"canonical_url","requested_url":"https://www.nasdaq.com/articles/why-rocket-lab-stock-was-cruising-higher-week","source_event_id":"evt_ac4a228c6831","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"fp":"83b119374242ca56","kind":"unusual_volume","published_at":"2026-04-17T01:58:18+00:00","publisher_domain":"fool.com","signal_understanding":{"analysis_basis":"article","claim_confidence":0.74,"dates_mentioned":["Thursday night","early on Monday","the following morning","later on Tuesday","April 16, 2026"],"entities":[{"asset_class":"equity","name":"Rocket Lab","relevance":"high","symbol":"RKLB","type":"company"},{"asset_class":"equity","name":"Mynaric","relevance":"medium","symbol":"","type":"company"},{"asset_class":"person","name":"Andres Sheppard","relevance":"medium","symbol":"","type":"analyst"},{"asset_class":"other","name":"S&P Global Market Intelligence","relevance":"low","symbol":"","type":"data provider"}],"event_type":"price_action","information_gaps":["The signal type is 'discovery_unusual_volume_delta', but the provided article text does not include any volume ratio vs average, baseline volume, or confirmation that volume was unusually high.","No explicit statement is provided about whether the volume change is confirmed by news or is unexplained.","The article does not quantify trading volume, only stock performance (week-to-date gain).","The article does not specify the exact date range for the 'past few days' beyond relative day references (Monday/Tuesday/Thursday night).","No direct catalyst is labeled specifically as the cause of unusual volume; catalysts are described for the stock price increase."],"key_facts":["The article states Rocket Lab stock was up almost 22% week to date as of Thursday night, citing data compiled by S&P Global Market Intelligence.","The article says an analyst reiterated an overweight (buy) recommendation and set a $85-per-share price target.","The article says Rocket Lab announced a new electric propulsion system line called Gauss, including a hall thruster, power processing unit, and propellant management assembly, and stated it will be able to manufacture over 200 thrusters annually.","The article says Rocket Lab disclosed that its acquisition of Germany-based Mynaric had closed.","The article says the Mynaric acquisition was a cash-and-stock deal valued at just over $155 million and is intended to broaden Rocket Lab\u2019s communications segment offerings.","The article frames the analyst update, Gauss rollout, and Mynaric acquisition closing as stock price-boosting occurrences."],"numeric_claims":[{"label":"week_to_date_stock_gain_percent","value":"almost 22% (as of Thursday night)"},{"label":"analyst_price_target_usd","value":"85 per share"},{"label":"thrusters_manufactured_annually","value":"over 200 thrusters annually"},{"label":"acquisition_deal_value_usd","value":"just over $155 million"}],"primary_claim":"The article attributes Rocket Lab\u2019s week-to-date stock gain (almost 22% as of Thursday night) to an analyst\u2019s bullish update, the Gauss electric propulsion product announcement, and the acquisition closing of Mynaric.","relevance_score":0.62,"sentiment":"positive","source_quality":"high","summary":"Rocket Lab (NASDAQ: RKLB) rose sharply over the week, attributed in the article to a bullish analyst update, a new electric propulsion product announcement, and the closing of an acquisition. The article does not provide a specific unusual volume ratio versus average.","topics":["unusual volume delta","analyst rating/price target","product announcement","acquisition closing","space/space systems","electric propulsion","laser optical communications"]},"source":"Nasdaq Markets","source_domain":"fool.com","summary":"Key PointsThe first was an analyst's positive update about the company's prospects.","tickers":[],"title":"Why Rocket Lab Stock Was Cruising Higher This Week","url":"https://www.fool.com/investing/2026/04/16/why-rocket-lab-stock-was-cruising-higher-this-week/"}}...
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candidate:sc_dfd3f62c8dcd6db8
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0.74
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signal_enriched:discovery_unusual_volume_delta:0e2 signal_enriched:discovery_unusual_volume_delta:0e269fd4e4d6f95e...
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NULL
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2026-04-17T21:31:24.493006+00:00
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88414
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evt_77604b5c4037
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llm_usage
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2026-04-17T21:31:30.503092+00:00
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llm:openai
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[]
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{"cost_usd":0.000573,"meta":{" {"cost_usd":0.000573,"meta":{"feature":null,"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":1.713994,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":483,"input_tokens_original":483,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":320,"output_tokens_final":320,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:low","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":320,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0d0e5fdb543b7dc10069e2a6af369c8193ba772ea0e8255f24","usage":{"input_tokens":867,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1187}}...
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NULL
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0.0
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llm_usage:resp_0d0e5fdb543b7dc10069e2a6af369c8193b llm_usage:resp_0d0e5fdb543b7dc10069e2a6af369c8193ba772ea0e8255f24...
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2026-04-17T21:31:30.503146+00:00
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88415
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evt_b45275979528
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2026-04-17T21:31:39.871205+00:00
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llm:openai
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[]
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{"cost_usd":0.000573,"meta":{" {"cost_usd":0.000573,"meta":{"feature":null,"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":1.717063,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":498,"input_tokens_original":498,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":320,"output_tokens_final":320,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:low","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":320,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0bf994efdf1072320069e2a6b68e3481959f903488f3af3e47","usage":{"input_tokens":864,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1184}}...
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0.0
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llm_usage:resp_0bf994efdf1072320069e2a6b68e3481959 llm_usage:resp_0bf994efdf1072320069e2a6b68e3481959f903488f3af3e47...
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NULL
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2026-04-17T21:31:39.871275+00:00
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88416
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evt_b1751b9600d0
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llm_usage
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2026-04-17T21:31:45.207766+00:00
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llm:openai
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[]
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{"cost_usd":0.000631,"meta":{" {"cost_usd":0.000631,"meta":{"feature":null,"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":1.717063,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":859,"input_tokens_original":859,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":320,"output_tokens_final":320,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:low","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":320,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0ede3c1565f4a60f0069e2a6be850081909614837768f12110","usage":{"input_tokens":1153,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1473}}...
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0.0
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llm_usage:resp_0ede3c1565f4a60f0069e2a6be850081909 llm_usage:resp_0ede3c1565f4a60f0069e2a6be850081909614837768f12110...
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2026-04-17T21:31:45.207831+00:00
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88417
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evt_b2fee74eccf7
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signal_ingest
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2026-04-17T21:31:46.475054+00:00
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daemon:signal_enrichment
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[]
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{"created_at":"2026-04-17T03:42:58.209 {"created_at":"2026-04-17T03:42:58.209772+00:00","dedupe_key":"signal_enriched:discovery_sector_rotation_delta:9ace838c3c23a7a1","evidence_event_ids":["evt_660474028a7a"],"signal_type":"discovery_sector_rotation_delta","source":"discovery_ingestor","value":{"aggregator_url":"https://news.google.com/rss/articles/CBMiiAFBVV95cUxOODRBYjBjTktScnpyUkI3bE94NURsWkxOX3pxR2gxMTdxVFZJUVR1cVlSS2tESi1xbEZGTmZOSENXQVZwLVJsRWV5ZS13RjEzYlBZMHh3U3d4YVRGWV9hNTQyLXRfbEFsUDVocjV3TDEzc0djZzNkeENuMEkyeUExRzQ3NjA1dWtB?oc=5","as_of":"2026-04-17T03:42:58.209772+00:00","canonical_url":"https://www.gstatic.com/_/mss/boq-dots/_/ss/k=boq-dots.DotsSplashUi_desktop_ms.z46LtA-qfIg.L.X.O/am=GAIFAACAA2YBAwpA/d=1/ed=1/rs=ALs0n2PeUbKSDKfQ9Op-3wUE_8hlNgDpuA/m=syndicationarticleview,_b,_tp","enrichment":{"aggregator_url":"https://news.google.com/rss/articles/CBMiiAFBVV95cUxOODRBYjBjTktScnpyUkI3bE94NURsWkxOX3pxR2gxMTdxVFZJUVR1cVlSS2tESi1xbEZGTmZOSENXQVZwLVJsRWV5ZS13RjEzYlBZMHh3U3d4YVRGWV9hNTQyLXRfbEFsUDVocjV3TDEzc0djZzNkeENuMEkyeUExRzQ3NjA1dWtB?oc=5","article_chars":0,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_2cd47d37b4f5cbc1","canonical_host":"gstatic.com","canonical_is_aggregator":true,"canonical_url":"https://www.gstatic.com/_/mss/boq-dots/_/ss/k=boq-dots.DotsSplashUi_desktop_ms.z46LtA-qfIg.L.X.O/am=GAIFAACAA2YBAwpA/d=1/ed=1/rs=ALs0n2PeUbKSDKfQ9Op-3wUE_8hlNgDpuA/m=syndicationarticleview,_b,_tp","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-17T21:31:46.475016+00:00","extraction_method":"none","fetched_description":"","fetched_title":"","final_url":"https://news.google.com/rss/articles/CBMiiAFBVV95cUxOODRBYjBjTktScnpyUkI3bE94NURsWkxOX3pxR2gxMTdxVFZJUVR1cVlSS2tESi1xbEZGTmZOSENXQVZwLVJsRWV5ZS13RjEzYlBZMHh3U3d4YVRGWV9hNTQyLXRfbEFsUDVocjV3TDEzc0djZzNkeENuMEkyeUExRzQ3NjA1dWtB?oc=5&hl=en-US&gl=US&ceid=US:en","html_truncated":true,"paywall_likely":false,"publisher_domain":"gstatic.com","publisher_resolution":"canonical_aggregator_unresolved","requested_url":"https://news.google.com/rss/articles/CBMiiAFBVV95cUxOODRBYjBjTktScnpyUkI3bE94NURsWkxOX3pxR2gxMTdxVFZJUVR1cVlSS2tESi1xbEZGTmZOSENXQVZwLVJsRWV5ZS13RjEzYlBZMHh3U3d4YVRGWV9hNTQyLXRfbEFsUDVocjV3TDEzc0djZzNkeENuMEkyeUExRzQ3NjA1dWtB?oc=5","source_event_id":"evt_660474028a7a","source_quality":"empty","status_code":200,"version":"signal_enrichment_v2"},"fp":"42dbd990b1bff4f2","kind":"sector_rotation","published_at":"2026-04-16T05:44:49+00:00","publisher_domain":"gstatic.com","signal_understanding":{"analysis_basis":"headline_and_summary","claim_confidence":0.42,"dates_mentioned":[],"entities":[],"event_type":"price_action","information_gaps":["article_text_unavailable"],"key_facts":["Headline: PeakShares Sector Rotation ETF's State Street SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) Holding History - GuruFocus","Source summary: PeakShares Sector Rotation ETF's State Street SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) Holding History GuruFocus"],"numeric_claims":[],"primary_claim":"PeakShares Sector Rotation ETF's State Street SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) Holding History - GuruFocus","relevance_score":0.46,"sentiment":"neutral","source_quality":"unknown","summary":"PeakShares Sector Rotation ETF's State Street SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) Holding History GuruFocus","topics":["discovery sector rotation"]},"source":"GuruFocus","source_domain":"gstatic.com","summary":"PeakShares Sector Rotation ETF's State Street SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) Holding History GuruFocus","tickers":["BIL"],"title":"PeakShares Sector Rotation ETF's State Street SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) Holding History - GuruFocus","url":"https://www.gstatic.com/_/mss/boq-dots/_/ss/k=boq-dots.DotsSplashUi_desktop_ms.z46LtA-qfIg.L.X.O/am=GAIFAACAA2YBAwpA/d=1/ed=1/rs=ALs0n2PeUbKSDKfQ9Op-3wUE_8hlNgDpuA/m=syndicationarticleview,_b,_tp"}}...
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candidate:sc_2cd47d37b4f5cbc1
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0.42
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signal_enriched:discovery_sector_rotation_delta:9a signal_enriched:discovery_sector_rotation_delta:9ace838c3c23a7a1...
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NULL
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2026-04-17T21:31:46.475106+00:00
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88418
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evt_6708d6fc0d45
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llm_usage
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2026-04-17T21:31:50.535995+00:00
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llm:openai
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[]
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{"cost_usd":0.000553,"meta":{" {"cost_usd":0.000553,"meta":{"feature":null,"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":1.717063,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":482,"input_tokens_original":482,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":320,"output_tokens_final":320,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:low","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":320,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0ad7d4a5b5a4effb0069e2a6c3d66881909abef03faff557b6","usage":{"input_tokens":763,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1083}}...
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NULL
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0.0
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llm_usage:resp_0ad7d4a5b5a4effb0069e2a6c3d66881909 llm_usage:resp_0ad7d4a5b5a4effb0069e2a6c3d66881909abef03faff557b6...
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NULL
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2026-04-17T21:31:50.536067+00:00
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88419
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evt_cb322a30a3ef
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planner_plan_built
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2026-04-17T21:33:54.455812+00:00
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planner
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[]
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{"day":"2026-04-17","plan" {"day":"2026-04-17","plan":{"day":"2026-04-17","do_now":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:0f99474c06","headline":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","id":"commitment:0f99474c06","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":47.0,"score_hint":4.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-16T19:36:37.744926+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."}],"do_today":[],"meta":{"built_at":"2026-04-17T21:33:54.455812+00:00","daily_synthesis_source":"fallback","day":"2026-04-17","filters":{"deduped":0,"internal_shadow":0,"noise_signal":2,"stale":2,"stale_question":0,"stale_workflow":0},"fingerprint":"ec0bf2da8867dff719ee0756786b61b304a5d73d","intelligence_directives":[],"limits":{"limit_inbox":250,"limit_pending":50,"max_do_now":5,"max_do_today":7,"max_must_do":5,"max_park":25,"max_should_do":7,"max_waiting":5},"owner_context":{"active_projects":[],"commitments":[],"top_focus":null,"work_focus":null},"planner_model":"gpt-5.4-nano","source":"planner","timezone":"America/New_York","week_start":"2026-04-13"},"must_do":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:0f99474c06","headline":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","id":"commitment:0f99474c06","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":47.0,"score_hint":4.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-16T19:36:37.744926+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."}],"notes":[],"one_thing":{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:0f99474c06","headline":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","id":"commitment:0f99474c06","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":47.0,"score_hint":4.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-16T19:36:37.744926+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."},"parked":[],"should_do":[],"version":"planner_v3_hybrid","waiting":[]},"stats":{"builder":"deterministic_v2","counts":{"actionable":1,"do_now":1,"do_today":0,"inbox_in":1,"must_do":1,"parked":0,"pending_in":0,"should_do":0,"visible":1,"waiting":0},"daily_synthesis_source":"fallback","fingerprint":"ec0bf2da8867dff719ee0756786b61b304a5d73d","planner_model":"gpt-5.4-nano"}}...
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NULL
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1.0
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planner_plan_built:2026-04-17:a47b95b1541a45ba5880 planner_plan_built:2026-04-17:a47b95b1541a45ba5880b73283c7690ce73f2ed1...
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NULL
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2026-04-17T21:33:54.662812+00:00
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88420
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evt_529019be5143
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artifact_upsert
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2026-04-17T21:33:54.455812+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_2026-04-17","confidence":0.95,"created_at":"2026-04-17T21:33:54.455812+00:00","evidence_event_ids":[],"kind":"daily_plan","meta":{"day":"2026-04-17","fingerprint":"32f12715a301b8866a061fe47bf384913fc2d368","plan_fingerprint":"a47b95b1541a45ba5880b73283c7690ce73f2ed1","source":"planner"},"output_json":{"day":"2026-04-17","plan":{"day":"2026-04-17","do_now":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:0f99474c06","headline":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","id":"commitment:0f99474c06","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":47.0,"score_hint":4.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-16T19:36:37.744926+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."}],"do_today":[],"meta":{"built_at":"2026-04-17T21:33:54.455812+00:00","daily_synthesis_source":"fallback","day":"2026-04-17","filters":{"deduped":0,"internal_shadow":0,"noise_signal":2,"stale":2,"stale_question":0,"stale_workflow":0},"fingerprint":"ec0bf2da8867dff719ee0756786b61b304a5d73d","intelligence_directives":[],"limits":{"limit_inbox":250,"limit_pending":50,"max_do_now":5,"max_do_today":7,"max_must_do":5,"max_park":25,"max_should_do":7,"max_waiting":5},"owner_context":{"active_projects":[],"commitments":[],"top_focus":null,"work_focus":null},"planner_model":"gpt-5.4-nano","source":"planner","timezone":"America/New_York","week_start":"2026-04-13"},"must_do":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:0f99474c06","headline":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","id":"commitment:0f99474c06","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":47.0,"score_hint":4.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-16T19:36:37.744926+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."}],"notes":[],"one_thing":{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:0f99474c06","headline":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","id":"commitment:0f99474c06","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":47.0,"score_hint":4.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-16T19:36:37.744926+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."},"parked":[],"should_do":[],"version":"planner_v3_hybrid","waiting":[]},"stats":{"builder":"deterministic_v2","counts":{"actionable":1,"do_now":1,"do_today":0,"inbox_in":1,"must_do":1,"parked":0,"pending_in":0,"should_do":0,"visible":1,"waiting":0},"daily_synthesis_source":"fallback","fingerprint":"ec0bf2da8867dff719ee0756786b61b304a5d73d","planner_model":"gpt-5.4-nano"}},"output_mrkdwn":"*Daily Plan* \u2014 2026-04-17\n\n*One thing:* User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)\nWhy: Open commitment in commitment.\n\n*Do now:*\n\u2022 User approved starting an agent run to search for Atlanta date-night restaurants. (commitment) \u2014 Open commitment in commitment.","ready_at":"2026-04-17T21:33:54.455812+00:00","status":"ready","summary":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","title":"Daily Plan 2026-04-17","updated_at":"2026-04-17T21:33:54.455812+00:00"}...
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0.95
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artifact_upsert:daily_plan:2026-04-17:32f12715a301 artifact_upsert:daily_plan:2026-04-17:32f12715a301b8866a061fe47bf384913fc2d368...
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2026-04-17T21:33:54.676954+00:00
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88421
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evt_349cd95d23fc
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opportunity_drop_decision
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2026-04-17T21:34:02.671363+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T21:34:02.671250+00:0 {"at":"2026-04-17T21:34:02.671250+00:00","entity_key":"equity:SION","reason_code":"noise:10b5_1","signal_id":"sig_f013bc081097","tick_id":"otick_ec46ee18ca87","where":"signal_interpretation"}...
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0.0
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2026-04-17T21:34:02.671367+00:00
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88422
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evt_0d40174af468
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opportunity_drop_decision
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2026-04-17T21:34:02.751070+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T21:34:02.750979+00:0 {"at":"2026-04-17T21:34:02.750979+00:00","entity_key":"equity:SLGN","reason_code":"noise:proxy_routine","signal_id":"sig_c21fb61b4bdf","tick_id":"otick_ec46ee18ca87","where":"signal_interpretation"}...
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2026-04-17T21:34:02.751074+00:00
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88423
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evt_3475443ac8a4
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opportunity_drop_decision
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2026-04-17T21:34:02.823402+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T21:34:02.823257+00:0 {"at":"2026-04-17T21:34:02.823257+00:00","entity_key":"equity:SION","reason_code":"noise:10b5_1","signal_id":"sig_18cef6819b78","tick_id":"otick_ec46ee18ca87","where":"signal_interpretation"}...
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2026-04-17T21:34:02.823407+00:00
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88424
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evt_e506679764e3
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opportunity_drop_decision
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2026-04-17T21:34:02.826435+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T21:34:02.826363+00:0 {"at":"2026-04-17T21:34:02.826363+00:00","entity_key":"equity:SKYT","reason_code":"noise:10b5_1","signal_id":"sig_c0f709cb65df","tick_id":"otick_ec46ee18ca87","where":"signal_interpretation"}...
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2026-04-17T21:34:02.826439+00:00
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88425
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evt_0398ad7a5a8d
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opportunity_drop_decision
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2026-04-17T21:34:02.897773+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T21:34:02.897649+00:0 {"at":"2026-04-17T21:34:02.897649+00:00","entity_key":"equity:SLDE","reason_code":"noise:10b5_1","signal_id":"sig_557645296277","tick_id":"otick_ec46ee18ca87","where":"signal_interpretation"}...
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2026-04-17T21:34:02.897779+00:00
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88426
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evt_8b4d27936637
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opportunity_drop_decision
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2026-04-17T21:34:02.901129+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T21:34:02.901054+00:0 {"at":"2026-04-17T21:34:02.901054+00:00","entity_key":"equity:SLDE","reason_code":"noise:10b5_1","signal_id":"sig_3c31b5f7339b","tick_id":"otick_ec46ee18ca87","where":"signal_interpretation"}...
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2026-04-17T21:34:02.901132+00:00
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88427
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evt_95dfee128b3f
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opportunity_drop_decision
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2026-04-17T21:34:02.903960+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T21:34:02.903913+00:0 {"at":"2026-04-17T21:34:02.903913+00:00","entity_key":"equity:SLP","reason_code":"noise:10b5_1","signal_id":"sig_2d707c60e683","tick_id":"otick_ec46ee18ca87","where":"signal_interpretation"}...
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2026-04-17T21:34:02.903963+00:00
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88428
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evt_413871b11e8f
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opportunity_drop_decision
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2026-04-17T21:34:02.974983+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T21:34:02.974871+00:0 {"at":"2026-04-17T21:34:02.974871+00:00","entity_key":"equity:SMHI","reason_code":"noise:proxy_routine","signal_id":"sig_8e4097fc2a83","tick_id":"otick_ec46ee18ca87","where":"signal_interpretation"}...
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2026-04-17T21:34:02.974988+00:00
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88429
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evt_c8bc73b8dd36
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opportunity_drop_decision
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2026-04-17T21:34:03.050227+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T21:34:03.050117+00:0 {"at":"2026-04-17T21:34:03.050117+00:00","entity_key":"equity:SMSI","reason_code":"noise:proxy_routine","signal_id":"sig_33ee8b60a9df","tick_id":"otick_ec46ee18ca87","where":"signal_interpretation"}...
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2026-04-17T21:34:03.050233+00:00
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88430
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evt_20af102c6c84
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opportunity_drop_decision
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2026-04-17T21:34:03.053237+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T21:34:03.053175+00:0 {"at":"2026-04-17T21:34:03.053175+00:00","entity_key":"equity:SMTI","reason_code":"noise:rsu_tax_withheld","signal_id":"sig_a30a4fa30dd4","tick_id":"otick_ec46ee18ca87","where":"signal_interpretation"}...
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2026-04-17T21:34:03.053241+00:00
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88431
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evt_2cf5c2c2b996
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opportunity_drop_decision
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2026-04-17T21:34:03.056340+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T21:34:03.056260+00:0 {"at":"2026-04-17T21:34:03.056260+00:00","entity_key":"equity:SOPH","reason_code":"noise:rsu_tax_withheld","signal_id":"sig_0826d2d20d07","tick_id":"otick_ec46ee18ca87","where":"signal_interpretation"}...
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2026-04-17T21:34:03.056345+00:00
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88432
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evt_d1383b6d1972
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opportunity_drop_decision
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2026-04-17T21:34:03.058988+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T21:34:03.058926+00:0 {"at":"2026-04-17T21:34:03.058926+00:00","entity_key":"equity:SPFI","reason_code":"noise:routine_dividend","signal_id":"sig_b213c36fced9","tick_id":"otick_ec46ee18ca87","where":"signal_interpretation"}...
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2026-04-17T21:34:03.058992+00:00
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88433
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evt_cdd2731232d0
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opportunity_drop_decision
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2026-04-17T21:34:03.061368+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T21:34:03.061306+00:0 {"at":"2026-04-17T21:34:03.061306+00:00","entity_key":"equity:SVRN","reason_code":"noise:compliance_regained","signal_id":"sig_7d6f933c35c0","tick_id":"otick_ec46ee18ca87","where":"signal_interpretation"}...
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2026-04-17T21:34:03.061372+00:00
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88434
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evt_11b35bd72c48
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opportunity_drop_decision
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2026-04-17T21:34:03.063840+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T21:34:03.063793+00:0 {"at":"2026-04-17T21:34:03.063793+00:00","entity_key":"equity:THC","reason_code":"noise:proxy_routine","signal_id":"sig_37a62da9fe79","tick_id":"otick_ec46ee18ca87","where":"signal_interpretation"}...
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2026-04-17T21:34:03.063845+00:00
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88435
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evt_28de49d3fc75
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opportunity_drop_decision
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2026-04-17T21:34:03.084667+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T21:34:03.084593+00:0 {"at":"2026-04-17T21:34:03.084593+00:00","entity_key":"equity:TCBX","reason_code":"noise:proxy_routine","signal_id":"sig_76034098413c","tick_id":"otick_ec46ee18ca87","where":"signal_interpretation"}...
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2026-04-17T21:34:03.084670+00:00
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88436
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evt_a5075afd6f1b
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opportunity_drop_decision
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2026-04-17T21:34:03.089095+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T21:34:03.089025+00:0 {"at":"2026-04-17T21:34:03.089025+00:00","entity_key":"equity:TNGX","reason_code":"noise:10b5_1","signal_id":"sig_782dbfc7acf2","tick_id":"otick_ec46ee18ca87","where":"signal_interpretation"}...
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2026-04-17T21:34:03.089099+00:00
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evt_97167bbc57a9
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opportunity_drop_decision
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2026-04-17T21:34:03.091891+00:00
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[]
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{"at":"2026-04-17T21:34:03.091810+00:0 {"at":"2026-04-17T21:34:03.091810+00:00","entity_key":"equity:TNYA","reason_code":"noise:proxy_routine","signal_id":"sig_7854c82bfd84","tick_id":"otick_ec46ee18ca87","where":"signal_interpretation"}...
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2026-04-17T21:34:03.091896+00:00
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88438
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evt_e91697518739
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opportunity_drop_decision
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2026-04-17T21:34:03.094806+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T21:34:03.094753+00:0 {"at":"2026-04-17T21:34:03.094753+00:00","entity_key":"equity:TOIIW","reason_code":"noise:10b5_1","signal_id":"sig_6da3ad765c50","tick_id":"otick_ec46ee18ca87","where":"signal_interpretation"}...
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2026-04-17T21:34:03.094823+00:00
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88439
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evt_e57ae8fec24f
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opportunity_drop_decision
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2026-04-17T21:34:03.097274+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T21:34:03.097228+00:0 {"at":"2026-04-17T21:34:03.097228+00:00","entity_key":"equity:TRMB","reason_code":"noise:rsu_tax_withheld","signal_id":"sig_3e0f6e33f222","tick_id":"otick_ec46ee18ca87","where":"signal_interpretation"}...
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2026-04-17T21:34:03.097279+00:00
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88440
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evt_826ff709f63b
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opportunity_drop_decision
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2026-04-17T21:34:03.099538+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T21:34:03.099502+00:0 {"at":"2026-04-17T21:34:03.099502+00:00","entity_key":"equity:TSSI","reason_code":"noise:10b5_1","signal_id":"sig_a3d33fbbb335","tick_id":"otick_ec46ee18ca87","where":"signal_interpretation"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-17T21:34:03.099542+00:00
|
Edit
Delete
|
|
88441
|
evt_a77395525c79
|
opportunity_drop_decision
|
2026-04-17T21:34:03.102056+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-17T21:34:03.101976+00:0 {"at":"2026-04-17T21:34:03.101976+00:00","entity_key":"equity:TSSI","reason_code":"noise:10b5_1","signal_id":"sig_a8816d715758","tick_id":"otick_ec46ee18ca87","where":"signal_interpretation"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-17T21:34:03.102061+00:00
|
Edit
Delete
|
|
88442
|
evt_c9e89829c6da
|
opportunity_drop_decision
|
2026-04-17T21:34:03.104651+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-17T21:34:03.104602+00:0 {"at":"2026-04-17T21:34:03.104602+00:00","entity_key":"equity:TTWO","reason_code":"noise:10b5_1","signal_id":"sig_6e33899ce5ed","tick_id":"otick_ec46ee18ca87","where":"signal_interpretation"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-17T21:34:03.104654+00:00
|
Edit
Delete
|
|
88443
|
evt_d536d790c233
|
opportunity_drop_decision
|
2026-04-17T21:34:03.107264+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-17T21:34:03.107214+00:0 {"at":"2026-04-17T21:34:03.107214+00:00","entity_key":"equity:TWST","reason_code":"noise:10b5_1","signal_id":"sig_dc211d1d77ee","tick_id":"otick_ec46ee18ca87","where":"signal_interpretation"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-17T21:34:03.107267+00:00
|
Edit
Delete
|
|
88444
|
evt_ec0ae6e316fe
|
opportunity_drop_decision
|
2026-04-17T21:34:03.109822+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-17T21:34:03.109781+00:0 {"at":"2026-04-17T21:34:03.109781+00:00","entity_key":"equity:TXG","reason_code":"noise:10b5_1","signal_id":"sig_9663b6707502","tick_id":"otick_ec46ee18ca87","where":"signal_interpretation"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-17T21:34:03.109826+00:00
|
Edit
Delete
|
|
88445
|
evt_b836aa0dea4e
|
opportunity_drop_decision
|
2026-04-17T21:34:03.112227+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-17T21:34:03.112178+00:0 {"at":"2026-04-17T21:34:03.112178+00:00","entity_key":"equity:UPB","reason_code":"noise:proxy_routine","signal_id":"sig_7a998cf161ff","tick_id":"otick_ec46ee18ca87","where":"signal_interpretation"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-17T21:34:03.112232+00:00
|
Edit
Delete
|
|
88446
|
evt_748584be1f9b
|
opportunity_drop_decision
|
2026-04-17T21:34:03.114900+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-17T21:34:03.114853+00:0 {"at":"2026-04-17T21:34:03.114853+00:00","entity_key":"equity:UPST","reason_code":"noise:proxy_routine","signal_id":"sig_4d6e2a948777","tick_id":"otick_ec46ee18ca87","where":"signal_interpretation"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-17T21:34:03.114904+00:00
|
Edit
Delete
|
|
88447
|
evt_9d4daa05c2b0
|
opportunity_drop_decision
|
2026-04-17T21:34:03.117271+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-17T21:34:03.117226+00:0 {"at":"2026-04-17T21:34:03.117226+00:00","entity_key":"equity:USPH","reason_code":"noise:proxy_routine","signal_id":"sig_3c91f9482d39","tick_id":"otick_ec46ee18ca87","where":"signal_interpretation"}...
|
NULL
|
0.0
|
NULL
|
NULL
|
2026-04-17T21:34:03.117275+00:00
|
Edit
Delete
|