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232839
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evt_21ae15d8048c
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opportunity_drop_decision
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2026-04-18T20:46:47.688393+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-18T20:46:47.688312+00:0 {"at":"2026-04-18T20:46:47.688312+00:00","entity_key":"equity:VRTX","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_0e9321f64ec6","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T20:46:47.688396+00:00
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Edit
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232840
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evt_78a92f6d5179
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opportunity_drop_decision
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2026-04-18T20:46:47.691019+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-18T20:46:47.690990+00:0 {"at":"2026-04-18T20:46:47.690990+00:00","entity_key":"equity:ENJ","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_0e9321f64ec6","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T20:46:47.691022+00:00
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232841
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evt_bb587933f7a8
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opportunity_drop_decision
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2026-04-18T20:46:47.693111+00:00
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opportunity_daemon
|
[]
|
{"at":"2026-04-18T20:46:47.693083+00:0 {"at":"2026-04-18T20:46:47.693083+00:00","entity_key":"equity:VGT","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_0e9321f64ec6","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T20:46:47.693114+00:00
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232842
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evt_805d0c6b7e51
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opportunity_drop_decision
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2026-04-18T20:46:47.695128+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-18T20:46:47.695101+00:0 {"at":"2026-04-18T20:46:47.695101+00:00","entity_key":"equity:XLP","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_0e9321f64ec6","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T20:46:47.695132+00:00
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232843
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evt_6a504554572f
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opportunity_drop_decision
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2026-04-18T20:46:47.697449+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-18T20:46:47.697418+00:0 {"at":"2026-04-18T20:46:47.697418+00:00","entity_key":"equity:TFLO","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_0e9321f64ec6","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T20:46:47.697452+00:00
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232844
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evt_c3f638c070e1
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opportunity_drop_decision
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2026-04-18T20:46:47.708472+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-18T20:46:47.708434+00:0 {"at":"2026-04-18T20:46:47.708434+00:00","entity_key":"commodity:us_oil_wti","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_0e9321f64ec6","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T20:46:47.708476+00:00
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232845
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evt_cb932067c09c
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opportunity_drop_decision
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2026-04-18T20:46:47.710855+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-18T20:46:47.710823+00:0 {"at":"2026-04-18T20:46:47.710823+00:00","entity_key":"equity:XLV","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_0e9321f64ec6","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T20:46:47.710859+00:00
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232846
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evt_1baef4ab56b8
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opportunity_drop_decision
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2026-04-18T20:46:47.713070+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-18T20:46:47.713040+00:0 {"at":"2026-04-18T20:46:47.713040+00:00","entity_key":"macro:bitcoin","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_0e9321f64ec6","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T20:46:47.713073+00:00
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232847
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evt_25c4f0b376da
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opportunity_drop_decision
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2026-04-18T20:46:47.716362+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T20:46:47.716277+00:0 {"at":"2026-04-18T20:46:47.716277+00:00","entity_key":"equity:XLP","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_0e9321f64ec6","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T20:46:47.716367+00:00
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232848
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evt_42c29f18a509
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opportunity_drop_decision
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2026-04-18T20:46:47.719088+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T20:46:47.719044+00:0 {"at":"2026-04-18T20:46:47.719044+00:00","entity_key":"equity:XLY","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_0e9321f64ec6","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T20:46:47.719091+00:00
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232849
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evt_ad98495e3425
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opportunity_drop_decision
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2026-04-18T20:46:47.721517+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T20:46:47.721486+00:0 {"at":"2026-04-18T20:46:47.721486+00:00","entity_key":"equity:XLK","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_0e9321f64ec6","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T20:46:47.721520+00:00
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232850
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evt_68c0aeaa656b
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opportunity_drop_decision
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2026-04-18T20:46:47.723878+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T20:46:47.723851+00:0 {"at":"2026-04-18T20:46:47.723851+00:00","entity_key":"equity:CAKE","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_0e9321f64ec6","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T20:46:47.723882+00:00
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232851
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evt_6c17fef6ad95
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opportunity_drop_decision
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2026-04-18T20:46:47.726200+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T20:46:47.726172+00:0 {"at":"2026-04-18T20:46:47.726172+00:00","entity_key":"equity:XLF","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_0e9321f64ec6","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T20:46:47.726203+00:00
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232852
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evt_ad00de62b914
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opportunity_drop_decision
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2026-04-18T20:46:47.728347+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T20:46:47.728305+00:0 {"at":"2026-04-18T20:46:47.728305+00:00","entity_key":"equity:SECT","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_0e9321f64ec6","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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2026-04-18T20:46:47.728351+00:00
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232853
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evt_b77be70281e3
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opportunity_drop_decision
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2026-04-18T20:46:47.730893+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T20:46:47.730851+00:0 {"at":"2026-04-18T20:46:47.730851+00:00","entity_key":"equity:SGI","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_0e9321f64ec6","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T20:46:47.730901+00:00
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232854
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evt_7ec9782f79a4
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opportunity_drop_decision
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2026-04-18T20:46:47.733723+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T20:46:47.733694+00:0 {"at":"2026-04-18T20:46:47.733694+00:00","entity_key":"commodity:us_oil_wti","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_0e9321f64ec6","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T20:46:47.733726+00:00
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232855
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evt_b6b93373a2b5
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opportunity_tick_summary
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2026-04-18T20:46:47.736307+00:00
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opportunity_daemon
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[]
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{"artifacts":0,"at":"2026-04-1 {"artifacts":0,"at":"2026-04-18T20:46:47.736272+00:00","cases":0,"cases_raw":422,"classifier_mode":"","emergent_themes":0,"facts":1015,"facts_before_classifier":0,"facts_dropped_by_class":{},"hot_themes":0,"lane_counts":{},"model":"","morning_briefing":{},"ok":true,"reassess_only":true,"signals_in":0,"theme_persist":{"members_added":0,"members_closed":125,"themes_persisted":15},"themes":15,"tick_id":"otick_0e9321f64ec6","wall_ms":13266}...
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NULL
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0.0
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opportunity_tick_summary:otick_0e9321f64ec6
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NULL
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2026-04-18T20:46:47.736311+00:00
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232856
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evt_e4426c63f790
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signal_ingest
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2026-04-18T20:47:10.822887+00:00
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collector:discovery
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[]
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{"created_at":"2026-04-18T20:18:18.676 {"created_at":"2026-04-18T20:18:18.676650+00:00","signal_type":"real_estate_discovery_snapshot","source":"discovery_real_estate","value":{"as_of":"2026-04-18T20:18:18.676650+00:00","bucket":"2026-04-18T20:00Z","geo_count":6,"items":[{"days_on_market":null,"fp":"0a8d22ee4012f1da","geo":"Miami","geo_name":"Miami, FL","geo_type":"primary","patterns":["price_drop"],"price":34.0,"published_at":"2026-04-13T20:00:00+00:00","quality_hint":1.0,"source":"The Real Deal","source_url":"https://news.google.com/rss/articles/CBMiowFBVV95cUxQRVd1R2JmaEZTWS1LalFiYmcxUEVOeWFrNENpTTVSM2JqU3VTbFl0RXlVclZfRTBSTUdaRVU1S1FZYWVrcEZqTGYxMGdMQXdrS29KZEprZ0xkLXB0OWljWlVHc3RrVFFlSVhDblpDdk9xbExSeXhWcmMwWDRuTkw4djBVZGVtVk0zQ0g3cjlqWHdQVmtteTdBWmJTcVVfMXp4ejVv?oc=5","summary":"GOP megadonor, WeatherTech founder sells mansion for $34M after massive price drop The Real Deal","tickers":[],"title":"GOP megadonor, WeatherTech founder sells mansion for $34M after massive price drop - The Real Deal","url":"https://news.google.com/rss/articles/CBMiowFBVV95cUxQRVd1R2JmaEZTWS1LalFiYmcxUEVOeWFrNENpTTVSM2JqU3VTbFl0RXlVclZfRTBSTUdaRVU1S1FZYWVrcEZqTGYxMGdMQXdrS29KZEprZ0xkLXB0OWljWlVHc3RrVFFlSVhDblpDdk9xbExSeXhWcmMwWDRuTkw4djBVZGVtVk0zQ0g3cjlqWHdQVmtteTdBWmJTcVVfMXp4ejVv?oc=5"}],"quality_hint":1.0,"source":"discovery_real_estate","source_ref":"rss"}}...
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rss
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1.0
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real_estate_discovery_snapshot:cf081f1c3ff98a47
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NULL
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2026-04-18T20:47:10.825286+00:00
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232857
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evt_c98c3b9f01a8
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signal_ingest
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2026-04-18T20:47:11.936720+00:00
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daemon:signal_enrichment
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[]
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{"created_at":"2026-04-18T20:18:18.677 {"created_at":"2026-04-18T20:18:18.677149+00:00","dedupe_key":"signal_enriched:discovery_earnings_calendar_delta:a314efab612c66ce","evidence_event_ids":["evt_38a8c160d3f0"],"signal_type":"discovery_earnings_calendar_delta","source":"discovery_earnings_calendar","value":{"as_of":"2026-04-18T20:18:18.677149+00:00","earnings_date":"2026-04-21","earnings_time_hint":"time N/A","enrichment":{"aggregator_url":null,"article_chars":0,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_02b69cb0c6c608b2","canonical_host":null,"canonical_is_aggregator":false,"canonical_url":null,"content_type":"","enriched_at":"2026-04-18T20:47:11.936583+00:00","extraction_method":"none","fetched_description":"","fetched_title":"","final_url":"","html_truncated":false,"paywall_likely":false,"publisher_domain":null,"publisher_resolution":"unresolved","requested_url":"","source_event_id":"evt_38a8c160d3f0","source_quality":"empty","status_code":null,"version":"signal_enrichment_v2"},"eps_estimate":"None","fp":"cf9848c051a88250","kind":"earnings_calendar","published_at":"2026-04-21T00:00:00Z","revenue_estimate":"None","signal_understanding":{"analysis_basis":"headline_and_summary","claim_confidence":0.42,"dates_mentioned":[],"entities":[],"event_type":"earnings","information_gaps":["article_text_unavailable"],"key_facts":["Headline: ADX earnings on 2026-04-21 (time N/A)","Source summary: Earnings date 2026-04-21 \u00b7 Time time N/A \u00b7 EPS est None \u00b7 Revenue est None"],"numeric_claims":[],"primary_claim":"ADX earnings on 2026-04-21 (time N/A)","relevance_score":0.46,"sentiment":"neutral","source_quality":"unknown","summary":"Earnings date 2026-04-21 \u00b7 Time time N/A \u00b7 EPS est None \u00b7 Revenue est None","topics":["discovery earnings calendar"]},"source":"earnings_calendar","summary":"Earnings date 2026-04-21 \u00b7 Time time N/A \u00b7 EPS est None \u00b7 Revenue est None","ticker":"ADX","tickers":["ADX"],"title":"ADX earnings on 2026-04-21 (time N/A)","url":""}}...
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candidate:sc_02b69cb0c6c608b2
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0.42
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signal_enriched:discovery_earnings_calendar_delta: signal_enriched:discovery_earnings_calendar_delta:a314efab612c66ce...
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NULL
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2026-04-18T20:47:11.936877+00:00
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232858
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evt_47ca308bde1b
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llm_usage
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2026-04-18T20:47:22.408359+00:00
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llm:openai
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[]
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{"cost_usd":0.00145,"meta":{"f {"cost_usd":0.00145,"meta":{"feature":null,"governance":{"chars_trimmed":0,"complexity":"medium","cost_24h_usd":2.167123,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1399,"input_tokens_original":1399,"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_0badb8314a5528da0069e3edd4129481949df9c762b53a613e","usage":{"input_tokens":1627,"input_tokens_details":{"cached_tokens":0},"output_tokens":900,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2527}}...
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NULL
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0.0
|
llm_usage:resp_0badb8314a5528da0069e3edd4129481949 llm_usage:resp_0badb8314a5528da0069e3edd4129481949df9c762b53a613e...
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NULL
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2026-04-18T20:47:22.409211+00:00
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232859
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evt_bd97d79788ac
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llm_usage
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2026-04-18T20:47:29.567884+00:00
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llm:openai
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[]
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{"cost_usd":0.001346,"meta":{" {"cost_usd":0.001346,"meta":{"feature":null,"governance":{"chars_trimmed":202,"complexity":"medium","cost_24h_usd":2.167123,"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_05cdadb6e493c6680069e3eddc0f888194a8c0cdc6d31989c9","usage":{"input_tokens":1578,"input_tokens_details":{"cached_tokens":0},"output_tokens":824,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2402}}...
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NULL
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0.0
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llm_usage:resp_05cdadb6e493c6680069e3eddc0f888194a llm_usage:resp_05cdadb6e493c6680069e3eddc0f888194a8c0cdc6d31989c9...
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NULL
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2026-04-18T20:47:29.567933+00:00
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232860
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evt_691b5f1979de
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signal_ingest
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2026-04-18T20:47:29.640740+00:00
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daemon:signal_enrichment
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[]
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{"created_at":"2026-04-18T20:18:18.677 {"created_at":"2026-04-18T20:18:18.677149+00:00","dedupe_key":"signal_enriched:discovery_unusual_volume_delta:9a95eed38afd112e","evidence_event_ids":["evt_8001bc7b824a"],"signal_type":"discovery_unusual_volume_delta","source":"discovery_ingestor","value":{"aggregator_url":"https://www.nasdaq.com/articles/my-favorite-magnificent-seven-stock-headed-earnings","as_of":"2026-04-18T20:18:18.677149+00:00","canonical_url":"https://www.fool.com/investing/2026/04/18/this-is-my-favorite-magnificent-seven-stock-headed/","enrichment":{"aggregator_url":"https://www.nasdaq.com/articles/my-favorite-magnificent-seven-stock-headed-earnings","article_chars":4999,"article_truncated":true,"blocked_reason":null,"candidate_id":"sc_05959bd22f354382","canonical_host":"fool.com","canonical_is_aggregator":false,"canonical_url":"https://www.fool.com/investing/2026/04/18/this-is-my-favorite-magnificent-seven-stock-headed/","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-18T20:47:29.640684+00:00","extraction_method":"trafilatura","fetched_description":"Key PointsApple's most recent earnings report demonstrated impressive top- and bottom-line momentum.","fetched_title":"This Is My Favorite \"Magnificent Seven\" Stock Headed Into Earnings | Nasdaq","final_url":"https://www.nasdaq.com/articles/my-favorite-magnificent-seven-stock-headed-earnings","html_truncated":false,"paywall_likely":false,"publisher_domain":"fool.com","publisher_resolution":"canonical_url","requested_url":"https://www.nasdaq.com/articles/my-favorite-magnificent-seven-stock-headed-earnings","source_event_id":"evt_8001bc7b824a","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"fp":"0eb71162672386b6","kind":"unusual_volume","published_at":"2026-04-18T19:26:00+00:00","publisher_domain":"fool.com","signal_understanding":{"analysis_basis":"article","claim_confidence":0.72,"dates_mentioned":["April 30","late December","fiscal 2025","fiscal second-quarter 2026","fiscal first quarter"],"entities":[{"asset_class":"equity","name":"Apple","relevance":"high","symbol":"AAPL","type":"company"},{"asset_class":"equity","name":"Amazon","relevance":"medium","symbol":"AMZN","type":"company"},{"asset_class":"equity","name":"Alphabet","relevance":"medium","symbol":"GOOGL/GOOG","type":"company"},{"asset_class":"equity","name":"Meta Platforms","relevance":"medium","symbol":"META","type":"company"},{"asset_class":"equity","name":"Nvidia","relevance":"low","symbol":"NVDA","type":"company"},{"asset_class":"equity","name":"Intel","relevance":"low","symbol":"INTC","type":"company"}],"event_type":"earnings","information_gaps":["No unusual trading volume data is provided (no ticker-specific volume ratio vs average, no baseline volume, and no direction).","The signal type is discovery_unusual_volume_delta, but the article text does not confirm or explain any volume anomaly.","No explicit catalyst tied to volume is stated beyond general \u201cheaded into earnings\u201d context and discussion of AI/capex/iPhone/Siri."],"key_facts":["Apple is described as reporting fiscal second-quarter 2026 results on April 30.","For Apple\u2019s fiscal first quarter (holiday period ended in late December), revenue was $143.8 billion, up 16% year over year.","For the same quarter, earnings per share (EPS) increased 19% to $2.84.","The article states Apple\u2019s services revenue reached an all-time record.","The article claims Apple has more than 2.5 billion active devices.","The article states Apple\u2019s capital expenditures were $12.7 billion in fiscal 2025.","The article compares peer capex plans: Amazon $200B in 2026, Alphabet up to $185B, and Meta up to $135B (as described in the text).","The article states Apple\u2019s price-to-earnings ratio is about 34.","The article mentions an upcoming AI-focused Siri overhaul as a potential risk."],"numeric_claims":[{"label":"Apple fiscal first-quarter revenue","value":"$143.8 billion"},{"label":"Apple fiscal first-quarter revenue growth (YoY)","value":"16%"},{"label":"Apple fiscal first-quarter EPS","value":"$2.84"},{"label":"Apple fiscal first-quarter EPS growth (YoY)","value":"19%"},{"label":"Apple fiscal 2025 capital expenditures","value":"$12.7 billion"},{"label":"Apple active devices","value":"more than 2.5 billion"},{"label":"Apple P/E ratio (approx.)","value":"34"},{"label":"Amazon capex plan for 2026 (as stated)","value":"$200 billion"},{"label":"Alphabet capex guidance (as stated)","value":"up to $185 billion"},{"label":"Meta capex guidance (as stated)","value":"up to $135 billion"}],"primary_claim":"Apple is expected to report fiscal second-quarter 2026 results on April 30, and the article claims its fiscal first-quarter momentum was strong (revenue +16% YoY to $143.8B; EPS +19% to $2.84).","relevance_score":0.35,"sentiment":"positive","source_quality":"high","summary":"The article argues Apple (AAPL) is positioned differently from other \u201cMagnificent Seven\u201d firms heading into its upcoming earnings, citing strong recent results and capital-light spending. It does not provide any unusual trading volume metrics or a volume ratio versus average.","topics":["Magnificent Seven","earnings preview","Apple Intelligence","capital expenditures","AI infrastructure spending","iPhone demand","Services revenue","valuation (P/E)"]},"source":"Nasdaq Markets","source_domain":"fool.com","summary":"Key PointsApple's most recent earnings report demonstrated impressive top- and bottom-line momentum.","tickers":[],"title":"This Is My Favorite \"Magnificent Seven\" Stock Headed Into Earnings","url":"https://www.fool.com/investing/2026/04/18/this-is-my-favorite-magnificent-seven-stock-headed/"}}...
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candidate:sc_05959bd22f354382
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0.72
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signal_enriched:discovery_unusual_volume_delta:9a9 signal_enriched:discovery_unusual_volume_delta:9a95eed38afd112e...
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2026-04-18T20:47:29.640810+00:00
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evt_8642c68d024d
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2026-04-18T20:47:38.125879+00:00
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llm:openai
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{"cost_usd":0.001451,"meta":{" {"cost_usd":0.001451,"meta":{"feature":null,"governance":{"chars_trimmed":0,"complexity":"medium","cost_24h_usd":2.167123,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1468,"input_tokens_original":1468,"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_07a40d677ff218140069e3ede443748196b6c4f6bab1d8d86e","usage":{"input_tokens":1629,"input_tokens_details":{"cached_tokens":0},"output_tokens":900,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2529}}...
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2026-04-18T20:47:38.125925+00:00
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232862
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evt_e5543eb10daa
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2026-04-18T20:47:48.499170+00:00
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llm:openai
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{"cost_usd":0.001469,"meta":{" {"cost_usd":0.001469,"meta":{"feature":null,"governance":{"chars_trimmed":174,"complexity":"medium","cost_24h_usd":2.17137,"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_0b11c3a1e68c0e410069e3eded975881969763967c8f190efa","usage":{"input_tokens":1721,"input_tokens_details":{"cached_tokens":0},"output_tokens":900,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2621}}...
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llm_usage:resp_0b11c3a1e68c0e410069e3eded975881969 llm_usage:resp_0b11c3a1e68c0e410069e3eded975881969763967c8f190efa...
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evt_8a270e100d5f
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2026-04-18T20:47:57.802891+00:00
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llm:openai
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{"cost_usd":0.001343,"meta":{" {"cost_usd":0.001343,"meta":{"feature":null,"governance":{"chars_trimmed":72,"complexity":"medium","cost_24h_usd":2.17137,"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_0fed74de2976b4dd0069e3edf7f89c819488f98cc509609cf0","usage":{"input_tokens":1736,"input_tokens_details":{"cached_tokens":0},"output_tokens":797,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2533}}...
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llm_usage:resp_0fed74de2976b4dd0069e3edf7f89c81948 llm_usage:resp_0fed74de2976b4dd0069e3edf7f89c819488f98cc509609cf0...
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2026-04-18T20:47:57.802957+00:00
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232864
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evt_83a83b94c7f1
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signal_ingest
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2026-04-18T20:47:57.812587+00:00
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daemon:signal_enrichment
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[]
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{"created_at":"2026-04-18T20:18:18.677 {"created_at":"2026-04-18T20:18:18.677149+00:00","dedupe_key":"signal_enriched:discovery_unusual_volume_delta:c114871891dae02d","evidence_event_ids":["evt_3a2c3f4811ae"],"signal_type":"discovery_unusual_volume_delta","source":"discovery_ingestor","value":{"aggregator_url":"https://www.nasdaq.com/articles/better-buy-bitcoin-btc-or-bittensor-tao","as_of":"2026-04-18T20:18:18.677149+00:00","canonical_url":"https://www.fool.com/investing/2026/04/18/better-buy-bitcoin-or-bittensor/","enrichment":{"aggregator_url":"https://www.nasdaq.com/articles/better-buy-bitcoin-btc-or-bittensor-tao","article_chars":4907,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_ec07092f40e36f85","canonical_host":"fool.com","canonical_is_aggregator":false,"canonical_url":"https://www.fool.com/investing/2026/04/18/better-buy-bitcoin-or-bittensor/","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-18T20:47:57.812539+00:00","extraction_method":"trafilatura","fetched_description":"Key PointsBittensor, up 15% for the year, ranks as the top AI crypto by market cap.","fetched_title":"Better Buy: Bitcoin (BTC) or Bittensor (TAO)? | Nasdaq","final_url":"https://www.nasdaq.com/articles/better-buy-bitcoin-btc-or-bittensor-tao","html_truncated":false,"paywall_likely":false,"publisher_domain":"fool.com","publisher_resolution":"canonical_url","requested_url":"https://www.nasdaq.com/articles/better-buy-bitcoin-btc-or-bittensor-tao","source_event_id":"evt_3a2c3f4811ae","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"fp":"07b79b3f86bf5500","kind":"unusual_volume","published_at":"2026-04-18T19:01:00+00:00","publisher_domain":"fool.com","signal_understanding":{"analysis_basis":"article","claim_confidence":0.74,"dates_mentioned":["early April","last week","2023","2024","2026","April 18, 2026"],"entities":[{"asset_class":"cryptocurrency","name":"Bittensor","relevance":"high","symbol":"TAO","type":"crypto_asset"},{"asset_class":"cryptocurrency","name":"Bitcoin","relevance":"medium","symbol":"BTC","type":"crypto_asset"},{"asset_class":"other","name":"Covenant AI","relevance":"high","symbol":"","type":"company"},{"asset_class":"equities","name":"Nvidia","relevance":"medium","symbol":"NVDA","type":"company"},{"asset_class":"cryptocurrency","name":"Render","relevance":"low","symbol":"RENDER","type":"crypto_asset"}],"event_type":"price_action","information_gaps":["The signal type requests an unusual volume ratio vs average, but the provided text contains no volume figures, baseline volume, or volume ratio.","No explicit confirmation is provided that the volume change (if any) is confirmed by news; the article discusses price movement and a catalyst narrative, not trading volume metrics.","The exact date of the \u201csingle 24-hour period\u201d drop is not specified beyond \u201clast week\u201d and \u201cearly April.\u201d","The article does not provide a quantified catalyst magnitude (e.g., timing between Covenant AI announcement and the 20% drop).","No standardized tradable-asset fields (e.g., exchange, contract, or instrument identifiers) are provided beyond tickers."],"key_facts":["Bittensor (TAO) is described as the top AI crypto by market cap.","The article states Bittensor is up ~15% for the year while Bitcoin (BTC) is down ~15% for the year.","The article states Bittensor lost nearly 20% of its value in a single 24-hour period (described as occurring last week).","The article attributes the drop to investors questioning a key selling point after Covenant AI said it is leaving the Bittensor network over concerns of centralization.","The article states Bittensor is valued at about $2.7 billion and Render at about $1 billion (market cap comparison).","The article states Bittensor\u2019s earlier rise was driven by buzz about decentralized AI projects running on its blockchain.","The article states Covenant AI\u2019s claim: Bittensor is \u201ccentralization with the marketing of decentralization.\u201d","The article characterizes the broader AI crypto market as narrative-driven and highlights momentum investing risk/volatility."],"numeric_claims":[{"label":"TAO YTD performance","value":"up 15% (for the year)"},{"label":"BTC YTD performance","value":"down 15% (for the year)"},{"label":"TAO single-day drop","value":"nearly 20% in a single 24-hour period"},{"label":"Bittensor market cap","value":"$2.7 billion"},{"label":"Render market cap","value":"$1 billion"}],"primary_claim":"Bittensor (TAO) lost nearly 20% of its value in a single 24-hour period after investors questioned a key selling point related to decentralization/centralization concerns raised by Covenant AI.","relevance_score":0.62,"sentiment":"mixed","source_quality":"high","summary":"The article contrasts Bitcoin (BTC) and Bittensor (TAO), noting TAO is up ~15% YTD but recently dropped nearly 20% in a single 24-hour period after investor concerns about centralization. It frames the move as narrative-driven volatility and suggests Bitcoin as the longer-term holding.","topics":["cryptocurrency","Bittensor","Bitcoin","AI crypto narrative","decentralized AI","market volatility","Covenant AI centralization concerns"]},"source":"Nasdaq Markets","source_domain":"fool.com","summary":"Key PointsBittensor, up 15% for the year, ranks as the top AI crypto by market cap.","tickers":["BTC","TAO"],"title":"Better Buy: Bitcoin (BTC) or Bittensor (TAO)?","url":"https://www.fool.com/investing/2026/04/18/better-buy-bitcoin-or-bittensor/"}}...
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candidate:sc_ec07092f40e36f85
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0.74
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signal_enriched:discovery_unusual_volume_delta:c11 signal_enriched:discovery_unusual_volume_delta:c114871891dae02d...
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NULL
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2026-04-18T20:47:57.812640+00:00
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232865
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evt_06ed3a4fbac9
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llm_usage
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2026-04-18T20:48:04.277464+00:00
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llm:openai
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{"cost_usd":0.001266,"meta":{" {"cost_usd":0.001266,"meta":{"feature":null,"governance":{"chars_trimmed":0,"complexity":"medium","cost_24h_usd":2.17137,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1202,"input_tokens_original":1202,"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_05f169a8cb0387b00069e3edff3430819495d7a2cb5c74a97b","usage":{"input_tokens":1451,"input_tokens_details":{"cached_tokens":0},"output_tokens":781,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2232}}...
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llm_usage:resp_05f169a8cb0387b00069e3edff343081949 llm_usage:resp_05f169a8cb0387b00069e3edff3430819495d7a2cb5c74a97b...
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2026-04-18T20:48:04.277514+00:00
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232866
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evt_0ea67e7ee895
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signal_ingest
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2026-04-18T20:48:04.311094+00:00
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daemon:signal_enrichment
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[]
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{"created_at":"2026-04-18T20:18:18.677 {"created_at":"2026-04-18T20:18:18.677149+00:00","dedupe_key":"signal_enriched:discovery_unusual_volume_delta:b8346d6d33582fda","evidence_event_ids":["evt_266f512f0637"],"signal_type":"discovery_unusual_volume_delta","source":"discovery_ingestor","value":{"aggregator_url":"https://www.nasdaq.com/articles/spacex-vs-rocket-lab-which-one-will-dominate-next-decade","as_of":"2026-04-18T20:18:18.677149+00:00","canonical_url":"https://www.fool.com/investing/2026/04/18/spacex-vs-rocket-lab-which-space-stock-to-buy/","enrichment":{"aggregator_url":"https://www.nasdaq.com/articles/spacex-vs-rocket-lab-which-one-will-dominate-next-decade","article_chars":3428,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_44c6d417f4505fad","canonical_host":"fool.com","canonical_is_aggregator":false,"canonical_url":"https://www.fool.com/investing/2026/04/18/spacex-vs-rocket-lab-which-space-stock-to-buy/","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-18T20:48:04.311050+00:00","extraction_method":"trafilatura","fetched_description":"Key PointsSpaceX generated $18.5 billion in revenue and $8 billion in EBITDA in 2025, while upstart Rocket Lab posted $602 million in revenue and was still operating at a loss.","fetched_title":"SpaceX vs. Rocket Lab: Which One Will Dominate the Next Decade? | Nasdaq","final_url":"https://www.nasdaq.com/articles/spacex-vs-rocket-lab-which-one-will-dominate-next-decade","html_truncated":false,"paywall_likely":false,"publisher_domain":"fool.com","publisher_resolution":"canonical_url","requested_url":"https://www.nasdaq.com/articles/spacex-vs-rocket-lab-which-one-will-dominate-next-decade","source_event_id":"evt_266f512f0637","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"fp":"7857335754abeb29","kind":"unusual_volume","published_at":"2026-04-18T18:43:00+00:00","publisher_domain":"fool.com","signal_understanding":{"analysis_basis":"article","claim_confidence":0.72,"dates_mentioned":["2025","April 18, 2026"],"entities":[{"asset_class":"equity","name":"Rocket Lab","relevance":"high","symbol":"RKLB","type":"company"},{"asset_class":"equity","name":"SpaceX","relevance":"high","symbol":"","type":"company"}],"event_type":"listing","information_gaps":["No unusual trading volume data is provided (baseline volume, current volume, direction, and volume ratio vs average are missing).","The signal type is 'discovery_unusual_volume_delta', but the article text supplied does not confirm any volume anomaly or provide a catalyst tied to unusual volume.","No explicit confirmation is given that any volume change is driven by news; the article discusses an IPO filing and company comparisons without linking to trading volume behavior.","No ticker is provided for SpaceX (it is private per the article context), so only RKLB is identifiable from the text."],"key_facts":["SpaceX generated roughly $18.5 billion in revenue in 2025 and roughly $8 billion in EBITDA (as stated in the article).","The article states Starlink alone pulled in more than $10 billion (as stated in the article).","The article says SpaceX just filed for what could be the largest IPO in history at a $2 trillion valuation (as stated in the article).","Rocket Lab (NASDAQ: RKLB) has a market cap of $37 billion (as stated in the article).","Rocket Lab posted $602 million in revenue in 2025, up 38% year over year (as stated in the article).","The article states Rocket Lab has a $1.85 billion backlog (as stated in the article).","The article states Rocket Lab is still operating in the red with negative EBITDA (as stated in the article).","The article compares valuation using price-to-sales: SpaceX at 108 P/S vs Rocket Lab at 67 P/S (as stated in the article).","The article claims Rocket Lab\u2019s upcoming Neutron rocket will better compete with SpaceX\u2019s offerings at a lower cost (as stated in the article)."],"numeric_claims":[{"label":"SpaceX revenue (2025, $B)","value":"18.5"},{"label":"SpaceX EBITDA (2025, $B)","value":"8"},{"label":"Starlink revenue (stated, $B)","value":"more than 10"},{"label":"Rocket Lab revenue (2025, $M)","value":"602"},{"label":"Rocket Lab revenue YoY growth","value":"38%"},{"label":"Rocket Lab market cap ($B)","value":"37"},{"label":"Rocket Lab backlog ($B)","value":"1.85"},{"label":"SpaceX valuation in IPO filing ($T)","value":"2"},{"label":"SpaceX P/S","value":"108"},{"label":"Rocket Lab P/S","value":"67"}],"primary_claim":"SpaceX generated about $18.5B in revenue in 2025 (with ~$8B EBITDA) and filed for what could be a very large IPO, while Rocket Lab (NASDAQ: RKLB) posted about $602M in 2025 revenue and had negative EBITDA.","relevance_score":0.35,"sentiment":"mixed","source_quality":"high","summary":"The article compares SpaceX\u2019s scale and reported financials with Rocket Lab\u2019s smaller revenue base and ongoing losses, framing SpaceX\u2019s potential IPO as a major near-term market catalyst. It does not provide any explicit unusual trading volume metrics or a volume ratio vs baseline.","topics":["SpaceX IPO filing","Rocket Lab financial performance","space industry competition","valuation metrics (P/S)","Starlink revenue","Neutron rocket"]},"source":"Nasdaq Markets","source_domain":"fool.com","summary":"Key PointsSpaceX generated $18.5 billion in revenue and $8 billion in EBITDA in 2025, while upstart Rocket Lab posted $602 million in revenue and was still operating at a loss.","tickers":[],"title":"SpaceX vs. Rocket Lab: Which One Will Dominate the Next Decade?","url":"https://www.fool.com/investing/2026/04/18/spacex-vs-rocket-lab-which-space-stock-to-buy/"}}...
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candidate:sc_44c6d417f4505fad
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0.72
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signal_enriched:discovery_unusual_volume_delta:b83 signal_enriched:discovery_unusual_volume_delta:b8346d6d33582fda...
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NULL
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2026-04-18T20:48:04.311153+00:00
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232867
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evt_2b39054fb516
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llm_usage
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2026-04-18T20:48:13.133417+00:00
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llm:openai
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[]
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{"cost_usd":0.00113,"meta":{"f {"cost_usd":0.00113,"meta":{"feature":null,"governance":{"chars_trimmed":245,"complexity":"medium","cost_24h_usd":2.175448,"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_04213ef5fdd8dd670069e3ee085dbc8196b27fd3e05eddf598","usage":{"input_tokens":1720,"input_tokens_details":{"cached_tokens":0},"output_tokens":629,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2349}}...
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0.0
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llm_usage:resp_04213ef5fdd8dd670069e3ee085dbc8196b llm_usage:resp_04213ef5fdd8dd670069e3ee085dbc8196b27fd3e05eddf598...
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2026-04-18T20:48:13.133752+00:00
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232868
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evt_ea600e489c03
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signal_ingest
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2026-04-18T20:48:13.141856+00:00
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daemon:signal_enrichment
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[]
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{"created_at":"2026-04-18T20:18:18.677 {"created_at":"2026-04-18T20:18:18.677149+00:00","dedupe_key":"signal_enriched:discovery_unusual_volume_delta:f427d36220a5df61","evidence_event_ids":["evt_4d1083c2e5b9"],"signal_type":"discovery_unusual_volume_delta","source":"discovery_ingestor","value":{"aggregator_url":"https://www.nasdaq.com/articles/gotta-know-lingo-vol-8","as_of":"2026-04-18T20:18:18.677149+00:00","canonical_url":"https://www.fool.com/investing/2026/04/18/gotta-know-the-lingo-vol-8/","enrichment":{"aggregator_url":"https://www.nasdaq.com/articles/gotta-know-lingo-vol-8","article_chars":5000,"article_truncated":true,"blocked_reason":null,"candidate_id":"sc_9ab1f71b264242e4","canonical_host":"fool.com","canonical_is_aggregator":false,"canonical_url":"https://www.fool.com/investing/2026/04/18/gotta-know-the-lingo-vol-8/","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-18T20:48:13.141823+00:00","extraction_method":"trafilatura","fetched_description":"In this episode of Rule Breaker Investing, David Gardner returns with Volume 8 of Gotta Know the Lingo, welcoming Motley Fool analysts Alicia Alfiere, Amanda Kish, and Nick Sciple.","fetched_title":"Gotta Know the Lingo, Vol. 8 | Nasdaq","final_url":"https://www.nasdaq.com/articles/gotta-know-lingo-vol-8","html_truncated":true,"paywall_likely":false,"publisher_domain":"fool.com","publisher_resolution":"canonical_url","requested_url":"https://www.nasdaq.com/articles/gotta-know-lingo-vol-8","source_event_id":"evt_4d1083c2e5b9","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"fp":"056769de1988d0b1","kind":"unusual_volume","published_at":"2026-04-18T18:39:01+00:00","publisher_domain":"fool.com","signal_understanding":{"analysis_basis":"article","claim_confidence":0.9,"dates_mentioned":["April 15, 2026","April 18, 2026"],"entities":[{"asset_class":"","name":"Motley Fool","relevance":"high","symbol":"","type":"publisher"},{"asset_class":"","name":"Rule Breaker Investing","relevance":"high","symbol":"","type":"program"},{"asset_class":"","name":"David Gardner","relevance":"medium","symbol":"","type":"person"},{"asset_class":"","name":"Alicia Alfiere","relevance":"medium","symbol":"","type":"person"},{"asset_class":"","name":"Amanda Kish","relevance":"medium","symbol":"","type":"person"},{"asset_class":"","name":"Nick Sciple","relevance":"medium","symbol":"","type":"person"},{"asset_class":"equity","name":"Nvidia","relevance":"low","symbol":"NVDA","type":"company_mentioned"},{"asset_class":"equity","name":"Intel","relevance":"low","symbol":"INTC","type":"company_mentioned"}],"event_type":"other","information_gaps":["Unusual volume delta details are missing: no ticker is specified for the volume event.","No baseline volume or current volume is provided, so volume_ratio cannot be computed.","No confirmation source is provided (e.g., news catalyst tied to a specific ticker) within the supplied text.","No explicit catalyst hypothesis for a volume spike is stated; the only company mentions (Nvidia/Intel) are in a general report teaser, not tied to volume data."],"key_facts":["The episode is titled \u201cGotta Know the Lingo, Volume 8\u201d and is part of \u201cRule Breaker Investing.\u201d","The episode welcomes Motley Fool analysts Alicia Alfiere, Amanda Kish, and Nick Sciple.","The text mentions a report about an \u201cIndispensable Monopoly\u201d providing critical technology Nvidia and Intel both need.","The text includes a statement: \u201cThis podcast was recorded on April 15, 2026.\u201d","The text includes a note: \u201cStock Advisor returns as of April 18, 2026.\u201d","No ticker-specific trading volume information (baseline volume, current volume, or volume ratio) is provided in the supplied text."],"numeric_claims":[],"primary_claim":"The text describes a Motley Fool podcast episode (\u201cGotta Know the Lingo, Volume 8\u201d) and does not provide any unusual trading volume metrics (ticker or volume ratio).","relevance_score":0.15,"sentiment":"neutral","source_quality":"high","summary":"The provided signal is a podcast episode description (\u201cGotta Know the Lingo, Vol. 8\u201d) and does not contain any stock-specific unusual trading volume data. No ticker or volume-vs-average ratio is stated, so the unusual-volume delta cannot be grounded in the text.","topics":["podcast episode","investing education","accounting/financial terms","AI/trillionaire question (speculative)","indispensable monopoly (report mention)"]},"source":"Nasdaq Markets","source_domain":"fool.com","summary":"In this episode of Rule Breaker Investing, David Gardner returns with Volume 8 of Gotta Know the Lingo, welcoming Motley Fool analysts Alicia Alfiere, Amanda Kish, and Nick Sciple.","tickers":[],"title":"Gotta Know the Lingo, Vol. 8","url":"https://www.fool.com/investing/2026/04/18/gotta-know-the-lingo-vol-8/"}}...
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candidate:sc_9ab1f71b264242e4
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0.9
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signal_enriched:discovery_unusual_volume_delta:f42 signal_enriched:discovery_unusual_volume_delta:f427d36220a5df61...
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NULL
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2026-04-18T20:48:13.141890+00:00
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232869
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evt_88ab7bd7faa3
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llm_usage
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2026-04-18T20:48:22.595141+00:00
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llm:openai
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[]
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{"cost_usd":0.001464,"meta":{" {"cost_usd":0.001464,"meta":{"feature":null,"governance":{"chars_trimmed":162,"complexity":"medium","cost_24h_usd":2.175448,"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_0453d99d935841900069e3ee10b1dc81968f2753fdeddd29b7","usage":{"input_tokens":1693,"input_tokens_details":{"cached_tokens":0},"output_tokens":900,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2593}}...
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NULL
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0.0
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llm_usage:resp_0453d99d935841900069e3ee10b1dc81968 llm_usage:resp_0453d99d935841900069e3ee10b1dc81968f2753fdeddd29b7...
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NULL
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2026-04-18T20:48:22.595199+00:00
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232870
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evt_cc09cee64ef0
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llm_usage
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2026-04-18T20:48:33.420702+00:00
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llm:openai
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[]
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{"cost_usd":0.001371,"meta":{" {"cost_usd":0.001371,"meta":{"feature":null,"governance":{"chars_trimmed":223,"complexity":"medium","cost_24h_usd":2.175448,"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_05a969a917c7c40c0069e3ee19fd2c8194a2da8a915c9c2404","usage":{"input_tokens":1601,"input_tokens_details":{"cached_tokens":0},"output_tokens":841,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2442}}...
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NULL
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0.0
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llm_usage:resp_05a969a917c7c40c0069e3ee19fd2c8194a llm_usage:resp_05a969a917c7c40c0069e3ee19fd2c8194a2da8a915c9c2404...
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NULL
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2026-04-18T20:48:33.420750+00:00
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232871
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evt_1a7c2c97dda1
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signal_ingest
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2026-04-18T20:48:33.429274+00:00
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daemon:signal_enrichment
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[]
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{"created_at":"2026-04-18T20:18:18.677 {"created_at":"2026-04-18T20:18:18.677149+00:00","dedupe_key":"signal_enriched:discovery_unusual_volume_delta:008a18c080bb3dd4","evidence_event_ids":["evt_671785a7068a"],"signal_type":"discovery_unusual_volume_delta","source":"discovery_ingestor","value":{"aggregator_url":"https://www.nasdaq.com/articles/metas-earnings-report-coming-it-time-buy-growth-stock","as_of":"2026-04-18T20:18:18.677149+00:00","canonical_url":"https://www.fool.com/investing/2026/04/18/metas-earnings-report-is-coming-up-is-it-time-to-b/","enrichment":{"aggregator_url":"https://www.nasdaq.com/articles/metas-earnings-report-coming-it-time-buy-growth-stock","article_chars":5000,"article_truncated":true,"blocked_reason":null,"candidate_id":"sc_1eb39e5239d3d21e","canonical_host":"fool.com","canonical_is_aggregator":false,"canonical_url":"https://www.fool.com/investing/2026/04/18/metas-earnings-report-is-coming-up-is-it-time-to-b/","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-18T20:48:33.429238+00:00","extraction_method":"trafilatura","fetched_description":"Key PointsMeta's fourth-quarter revenue surged 24% year over year, but earnings growth came in meaningfully lower.","fetched_title":"Meta's Earnings Report Is Coming Up. Is It Time to Buy the Growth Stock? | Nasdaq","final_url":"https://www.nasdaq.com/articles/metas-earnings-report-coming-it-time-buy-growth-stock","html_truncated":false,"paywall_likely":false,"publisher_domain":"fool.com","publisher_resolution":"canonical_url","requested_url":"https://www.nasdaq.com/articles/metas-earnings-report-coming-it-time-buy-growth-stock","source_event_id":"evt_671785a7068a","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"fp":"b8a45a9a336b5d33","kind":"unusual_volume","published_at":"2026-04-18T18:27:00+00:00","publisher_domain":"fool.com","signal_understanding":{"analysis_basis":"article","claim_confidence":0.78,"dates_mentioned":["Wednesday, April 29, 2026"],"entities":[{"asset_class":"equity","name":"Meta Platforms","relevance":"high","symbol":"META","type":"company"},{"asset_class":"person","name":"Mark Zuckerberg","relevance":"medium","symbol":"","type":"person"}],"event_type":"earnings","information_gaps":["The provided signal type is discovery_unusual_volume_delta, but the article text does not include any quantified unusual volume ratio vs baseline/average (baseline_volume, volume_ratio, direction are not stated).","The article does not explicitly confirm the volume change with news; it only mentions that the stock price recovered as the earnings report approaches.","A specific catalyst hypothesis tied to unusual volume is not explicitly stated; the closest catalyst discussed is anticipation of earnings and the AI capex/investment cycle affecting near-term margins."],"key_facts":["Meta is scheduled to report its first-quarter results for 2026 on Wednesday, April 29.","Meta\u2019s fourth-quarter revenue rose 24% year over year to $59.9 billion.","For full-year 2025, revenue increased 22% to more than $200 billion.","Meta\u2019s fourth-quarter net income rose 9% year over year.","Meta\u2019s fourth-quarter earnings per share increased 11% to $8.88.","Meta\u2019s fourth-quarter operating income rose 6% to $24.7 billion.","Meta set 2026 capital expenditures guidance at $115 billion to $135 billion.","The article states 2026 capex is a step up from $72.2 billion spent in 2025.","The article says Meta expects 2026 operating income to be only \u201cabove\u201d 2025 levels.","As of this writing, Meta shares trade at a price-to-earnings ratio of about 29.","The article cites Meta CEO Mark Zuckerberg saying there is a \u201cmajor AI acceleration\u201d and expecting 2026 to accelerate further."],"numeric_claims":[{"label":"Q4 2025 revenue YoY growth","value":"24%"},{"label":"Q4 2025 revenue","value":"$59.9 billion"},{"label":"Full-year 2025 revenue growth","value":"22%"},{"label":"Full-year 2025 revenue","value":"more than $200 billion"},{"label":"Q4 2025 net income YoY growth","value":"9%"},{"label":"Q4 2025 EPS","value":"$8.88"},{"label":"Q4 2025 EPS YoY growth","value":"11%"},{"label":"Q4 2025 operating income","value":"$24.7 billion"},{"label":"Q4 2025 operating income YoY growth","value":"6%"},{"label":"2026 capex guidance","value":"$115B\u2013$135B"},{"label":"2025 capex","value":"$72.2 billion"},{"label":"P/E ratio (as of this writing)","value":"~29"},{"label":"Daily active users (article claim)","value":"over 3.5 billion"},{"label":"Cash and marketable securities (article claim)","value":"about $82 billion"}],"primary_claim":"Meta is scheduled to report first-quarter 2026 results on Wednesday, April 29, and the article argues that heavy AI infrastructure spending (2026 capex guidance of $115B\u2013$135B) is likely to pressure near-term profit margins despite strong revenue growth.","relevance_score":0.62,"sentiment":"mixed","source_quality":"high","summary":"The article discusses Meta (META) ahead of its upcoming first-quarter 2026 earnings report, noting strong revenue growth but slower profit growth due to heavy AI infrastructure spending. It frames the near-term outlook as higher-risk because 2026 capex guidance is sharply higher, potentially pressuring margins.","topics":["earnings preview","unusual trading/volume context (not quantified)","AI infrastructure spending","capital expenditures guidance","valuation (P/E)","profit vs revenue growth"]},"source":"Nasdaq Markets","source_domain":"fool.com","summary":"Key PointsMeta's fourth-quarter revenue surged 24% year over year, but earnings growth came in meaningfully lower.","tickers":[],"title":"Meta's Earnings Report Is Coming Up. Is It Time to Buy the Growth Stock?","url":"https://www.fool.com/investing/2026/04/18/metas-earnings-report-is-coming-up-is-it-time-to-b/"}}...
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candidate:sc_1eb39e5239d3d21e
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0.78
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signal_enriched:discovery_unusual_volume_delta:008 signal_enriched:discovery_unusual_volume_delta:008a18c080bb3dd4...
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NULL
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2026-04-18T20:48:33.429311+00:00
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232872
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evt_af1ca1cc3b52
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llm_usage
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2026-04-18T20:48:43.892051+00:00
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llm:openai
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[]
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{"cost_usd":0.001412,"meta":{" {"cost_usd":0.001412,"meta":{"feature":null,"governance":{"chars_trimmed":0,"complexity":"medium","cost_24h_usd":2.179413,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1461,"input_tokens_original":1461,"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_0b1b4238291b2b440069e3ee2423e481958c0fff2a795634de","usage":{"input_tokens":1634,"input_tokens_details":{"cached_tokens":0},"output_tokens":868,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2502}}...
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NULL
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0.0
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llm_usage:resp_0b1b4238291b2b440069e3ee2423e481958 llm_usage:resp_0b1b4238291b2b440069e3ee2423e481958c0fff2a795634de...
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NULL
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2026-04-18T20:48:43.892138+00:00
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232873
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evt_f781e6d984eb
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signal_ingest
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2026-04-18T20:48:44.026752+00:00
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daemon:signal_enrichment
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[]
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{"created_at":"2026-04-18T20:18:18.677 {"created_at":"2026-04-18T20:18:18.677149+00:00","dedupe_key":"signal_enriched:discovery_unusual_volume_delta:a7b0fc8f50978ce0","evidence_event_ids":["evt_6e547fa035da"],"signal_type":"discovery_unusual_volume_delta","source":"discovery_ingestor","value":{"aggregator_url":"https://www.nasdaq.com/articles/amazon-vs-walmart-isnt-even-close","as_of":"2026-04-18T20:18:18.677149+00:00","canonical_url":"https://www.fool.com/investing/2026/04/18/amazon-vs-walmart-this-isnt-even-close/","enrichment":{"aggregator_url":"https://www.nasdaq.com/articles/amazon-vs-walmart-isnt-even-close","article_chars":4573,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_eb25f72f4fd664c1","canonical_host":"fool.com","canonical_is_aggregator":false,"canonical_url":"https://www.fool.com/investing/2026/04/18/amazon-vs-walmart-this-isnt-even-close/","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-18T20:48:44.024297+00:00","extraction_method":"trafilatura","fetched_description":"Key PointsAmazon has a higher long-term revenue compound annual growth rate than Walmart.","fetched_title":"Amazon vs. Walmart: This Isn't Even Close | Nasdaq","final_url":"https://www.nasdaq.com/articles/amazon-vs-walmart-isnt-even-close","html_truncated":false,"paywall_likely":false,"publisher_domain":"fool.com","publisher_resolution":"canonical_url","requested_url":"https://www.nasdaq.com/articles/amazon-vs-walmart-isnt-even-close","source_event_id":"evt_6e547fa035da","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"fp":"b061f3b02f12f2ff","kind":"unusual_volume","published_at":"2026-04-18T18:22:00+00:00","publisher_domain":"fool.com","signal_understanding":{"analysis_basis":"article","claim_confidence":0.72,"dates_mentioned":["Jan. 31","April 18, 2026"],"entities":[{"asset_class":"equity","name":"Amazon","relevance":"high","symbol":"AMZN","type":"company"},{"asset_class":"equity","name":"Walmart","relevance":"high","symbol":"WMT","type":"company"},{"asset_class":"equity","name":"Nvidia","relevance":"low","symbol":"NVDA","type":"company_mentioned"},{"asset_class":"equity","name":"Intel","relevance":"low","symbol":"INTC","type":"company_mentioned"}],"event_type":"price_action","information_gaps":["The provided signal type is discovery_unusual_volume_delta, but the text does not include any unusual volume metrics (e.g., volume ratio vs average), baseline volume, or direction (up/down).","No explicit catalyst is tied to the unusual volume; the article\u2019s catalysts are general (AWS/online advertising/AI chips and valuation/margins), not confirmed as the reason for any volume spike.","No confirmation is provided that the volume change is news-driven; the article content is a comparative investment thesis rather than a market-volume event report."],"key_facts":["Amazon\u2019s revenue compound annual growth rate (CAGR) over the past three years is stated as 12.7%, versus Walmart\u2019s 5.1%.","The article states Amazon leads in revenue CAGRs across 5-year, 10-year, 15-year, and 20-year periods.","Amazon\u2019s Q4 results are described as 14% year-over-year revenue growth, with more than 20% growth in AWS and online advertising segments.","The article states Amazon\u2019s custom AI chips produce more than $10 billion in annual revenue (as of the article\u2019s timeframe).","Amazon total company sales are stated as $213.4 billion in the fourth quarter.","Walmart\u2019s Q4 is described as 5.6% year-over-year revenue growth for fiscal 2026, ended Jan. 31 (as stated).","The article states Amazon has a lower P/E ratio than Walmart: 34.7 vs 45.3.","The article claims Amazon has better profit margins than Walmart, attributing Walmart\u2019s margin limitations to its physical-location revenue base.","The article notes Walmart pays a dividend with a yield below 1% (stated as not a game changer).","The article states Walmart has outperformed Amazon over the past five years by a wide margin, but suggests a reversal seems in order."],"numeric_claims":[{"label":"Amazon revenue CAGR (past three years)","value":"12.7%"},{"label":"Walmart revenue CAGR (past three years)","value":"5.1%"},{"label":"Amazon Q4 YoY revenue growth","value":"14%"},{"label":"Amazon AWS and online advertising growth","value":"more than 20%"},{"label":"Amazon custom AI chips annual revenue","value":"more than $10 billion"},{"label":"Amazon Q4 total company sales","value":"$213.4 billion"},{"label":"Walmart Q4 YoY revenue growth (fiscal 2026 ended Jan. 31)","value":"5.6%"},{"label":"Amazon P/E","value":"34.7"},{"label":"Walmart P/E","value":"45.3"},{"label":"Walmart dividend yield","value":"below 1%"}],"primary_claim":"Amazon has higher long-term revenue growth (12.7% CAGR over the past three years) than Walmart (5.1% CAGR), and the article concludes Amazon is the winner based on growth, margins, and valuation.","relevance_score":0.35,"sentiment":"positive","source_quality":"high","summary":"The article argues Amazon (AMZN) is the stronger long-term investment versus Walmart (WMT), citing higher revenue growth, stronger profit margins, and a lower valuation. It also references recent quarter performance showing faster growth in Amazon\u2019s AWS and online advertising segments.","topics":["equity comparison","revenue growth","valuation (P/E)","profit margins","AWS","online advertising","AI chips","retail business model"]},"source":"Nasdaq Markets","source_domain":"fool.com","summary":"Key PointsAmazon has a higher long-term revenue compound annual growth rate than Walmart.","tickers":[],"title":"Amazon vs. Walmart: This Isn't Even Close","url":"https://www.fool.com/investing/2026/04/18/amazon-vs-walmart-this-isnt-even-close/"}}...
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candidate:sc_eb25f72f4fd664c1
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0.72
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signal_enriched:discovery_unusual_volume_delta:a7b signal_enriched:discovery_unusual_volume_delta:a7b0fc8f50978ce0...
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NULL
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2026-04-18T20:48:44.026852+00:00
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232874
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evt_54f650b0d80a
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llm_usage
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2026-04-18T20:48:52.173011+00:00
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llm:openai
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[]
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{"cost_usd":0.001397,"meta":{" {"cost_usd":0.001397,"meta":{"feature":null,"governance":{"chars_trimmed":0,"complexity":"medium","cost_24h_usd":2.179413,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1276,"input_tokens_original":1276,"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_06a68137b8d5cde50069e3ee2cfa58819385b7ffde7cb600d8","usage":{"input_tokens":1361,"input_tokens_details":{"cached_tokens":0},"output_tokens":900,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2261}}...
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0.0
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llm_usage:resp_06a68137b8d5cde50069e3ee2cfa5881938 llm_usage:resp_06a68137b8d5cde50069e3ee2cfa58819385b7ffde7cb600d8...
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2026-04-18T20:48:52.173094+00:00
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232875
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evt_eeec2d823884
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system
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2026-04-18T20:50:36.268145+00:00
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housekeeping
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[]
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{"at":"2026-04-18T20:50:36.268145+00:0 {"at":"2026-04-18T20:50:36.268145+00:00","queue":{"cutoff_iso":"2026-04-18T20:40:36.273773+00:00","dead_letters_in_window":0,"dead_letters_total":0,"failed_in_window":0,"requeued_expired":0,"requeued_failed":0,"status_counts":{"done":55,"leased":1,"queued":8}},"reducers":{"max_seq":232874,"stale":[],"stale_minutes":10,"top":[{"cursor":232431,"lag":443,"max_pos":232874,"reducer":"memory_ingest:default","stream":"events","updated_at":"2026-04-18T20:46:38.165Z"},{"cursor":232431,"lag":443,"max_pos":232874,"reducer":"commitment_checkin_answers_v1","stream":"events","updated_at":"2026-04-18T20:46:34.536Z"},{"cursor":232874,"lag":0,"max_pos":232874,"reducer":"resolver_v3","stream":"events","updated_at":"2026-04-18T20:49:27.180Z"},{"cursor":232874,"lag":0,"max_pos":232874,"reducer":"entity_reducer_v2_deterministic","stream":"events","updated_at":"2026-04-18T20:49:02.798Z"},{"cursor":232874,"lag":0,"max_pos":232874,"reducer":"entity_alias_reducer_v2","stream":"events","updated_at":"2026-04-18T20:49:02.814Z"},{"cursor":232874,"lag":0,"max_pos":232874,"reducer":"event_subjects_reducer_v2","stream":"events","updated_at":"2026-04-18T20:49:02.872Z"},{"cursor":232874,"lag":0,"max_pos":232874,"reducer":"fact_reducer_v2_deterministic","stream":"events","updated_at":"2026-04-18T20:49:02.886Z"},{"cursor":232874,"lag":0,"max_pos":232874,"reducer":"signal_reducer_v1","stream":"events","updated_at":"2026-04-18T20:49:02.899Z"},{"cursor":232874,"lag":0,"max_pos":232874,"reducer":"signal_fp_reducer_v1","stream":"events","updated_at":"2026-04-18T20:49:02.946Z"},{"cursor":232874,"lag":0,"max_pos":232874,"reducer":"signal_candidate_reducer_v2","stream":"events","updated_at":"2026-04-18T20:49:02.952Z"}],"worst_lag":443,"worst_reducer":"memory_ingest:default"},"subsystem":"housekeeping"}...
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1.0
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system_housekeeping:2026-04-18T20:50:00Z
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2026-04-18T20:50:36.285530+00:00
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232876
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evt_07b62e3ae1fe
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planner_plan_built
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2026-04-18T20:51:33.940169+00:00
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planner
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[]
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{"day":"2026-04-18","plan" {"day":"2026-04-18","plan":{"day":"2026-04-18","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":"2026-04-18T20:51:33.940169+00:00","daily_synthesis_source":"fallback","day":"2026-04-18","filters":{"deduped":0,"internal_shadow":0,"noise_signal":2,"stale":2,"stale_question":0,"stale_workflow":0},"fingerprint":"32329728fba960cbcb936a83409305a219a4b5fb","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":"32329728fba960cbcb936a83409305a219a4b5fb","planner_model":"gpt-5.4-nano"}}...
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1.0
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planner_plan_built:2026-04-18:2e2cab2b2435975edd0a planner_plan_built:2026-04-18:2e2cab2b2435975edd0aea79456da8d0c5642996...
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NULL
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2026-04-18T20:51:34.178130+00:00
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232877
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evt_2df4e39a1b82
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artifact_upsert
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2026-04-18T20:51:33.940169+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_2026-04-18","confidence":0.95,"created_at":"2026-04-18T20:51:33.940169+00:00","evidence_event_ids":[],"kind":"daily_plan","meta":{"day":"2026-04-18","fingerprint":"94840d424579c16e6db147a3d24e2ed1a47baaaa","plan_fingerprint":"2e2cab2b2435975edd0aea79456da8d0c5642996","source":"planner"},"output_json":{"day":"2026-04-18","plan":{"day":"2026-04-18","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":"2026-04-18T20:51:33.940169+00:00","daily_synthesis_source":"fallback","day":"2026-04-18","filters":{"deduped":0,"internal_shadow":0,"noise_signal":2,"stale":2,"stale_question":0,"stale_workflow":0},"fingerprint":"32329728fba960cbcb936a83409305a219a4b5fb","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":"32329728fba960cbcb936a83409305a219a4b5fb","planner_model":"gpt-5.4-nano"}},"output_mrkdwn":"*Daily Plan* \u2014 2026-04-18\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":"2026-04-18T20:51:33.940169+00:00","status":"ready","summary":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","title":"Daily Plan 2026-04-18","updated_at":"2026-04-18T20:51:33.940169+00:00"}...
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0.95
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artifact_upsert:daily_plan:2026-04-18:94840d424579 artifact_upsert:daily_plan:2026-04-18:94840d424579c16e6db147a3d24e2ed1a47baaaa...
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NULL
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2026-04-18T20:51:34.188362+00:00
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232878
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evt_bbc4c554e487
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llm_usage
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2026-04-18T20:51:43.292728+00:00
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llm:openai
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[]
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{"cost_usd":0.000913,"meta":{" {"cost_usd":0.000913,"meta":{"feature":"opportunity_theme_emergence","governance":{"chars_trimmed":10674,"complexity":"medium","cost_24h_usd":2.181182,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1661,"input_tokens_original":1661,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":900,"output_tokens_final":900,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:synthesis","complexity:medium","pressure:normal","context_trimmed","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"synthesis"},"max_output_tokens":900,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.2},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0af5dbcad4718cd10069e3eedbedf48197a3bba14792abf4d4","usage":{"input_tokens":2345,"input_tokens_details":{"cached_tokens":0},"output_tokens":355,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2700}}...
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llm_usage:resp_0af5dbcad4718cd10069e3eedbedf48197a llm_usage:resp_0af5dbcad4718cd10069e3eedbedf48197a3bba14792abf4d4...
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2026-04-18T20:51:43.292816+00:00
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232879
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evt_b90bac987416
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opportunity_drop_decision
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2026-04-18T20:51:44.478449+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T20:51:44.478360+00:0 {"at":"2026-04-18T20:51:44.478360+00:00","entity_key":"equity:KDP","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_db6de162045e","where":"theme_universe_gate"}...
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0.0
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NULL
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NULL
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2026-04-18T20:51:44.478458+00:00
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232880
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evt_aa9a078f6359
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opportunity_drop_decision
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2026-04-18T20:51:44.518228+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T20:51:44.518159+00:0 {"at":"2026-04-18T20:51:44.518159+00:00","entity_key":"equity:IRDM","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_db6de162045e","where":"theme_universe_gate"}...
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0.0
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2026-04-18T20:51:44.518231+00:00
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232881
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evt_a4662c002aff
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opportunity_drop_decision
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2026-04-18T20:51:44.526890+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T20:51:44.526851+00:0 {"at":"2026-04-18T20:51:44.526851+00:00","entity_key":"equity:INTC","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_db6de162045e","where":"theme_universe_gate"}...
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2026-04-18T20:51:44.526894+00:00
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232882
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evt_90509cc3909a
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opportunity_drop_decision
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2026-04-18T20:51:44.595023+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T20:51:44.594958+00:0 {"at":"2026-04-18T20:51:44.594958+00:00","entity_key":"equity:IBCP","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_db6de162045e","where":"theme_universe_gate"}...
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2026-04-18T20:51:44.595027+00:00
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232883
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evt_2fde47901831
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opportunity_drop_decision
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2026-04-18T20:51:44.602159+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T20:51:44.602103+00:0 {"at":"2026-04-18T20:51:44.602103+00:00","entity_key":"equity:HZO","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_db6de162045e","where":"theme_universe_gate"}...
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2026-04-18T20:51:44.602163+00:00
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232884
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evt_75e32c7ae7aa
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opportunity_drop_decision
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2026-04-18T20:51:44.608027+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T20:51:44.607982+00:0 {"at":"2026-04-18T20:51:44.607982+00:00","entity_key":"equity:HUBG","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_db6de162045e","where":"theme_universe_gate"}...
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2026-04-18T20:51:44.608031+00:00
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232885
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evt_1a8239be89fa
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opportunity_drop_decision
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2026-04-18T20:51:44.616031+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T20:51:44.615981+00:0 {"at":"2026-04-18T20:51:44.615981+00:00","entity_key":"equity:HTBK","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_db6de162045e","where":"theme_universe_gate"}...
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2026-04-18T20:51:44.616034+00:00
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232886
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evt_47967481341b
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opportunity_drop_decision
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2026-04-18T20:51:44.623152+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T20:51:44.623099+00:0 {"at":"2026-04-18T20:51:44.623099+00:00","entity_key":"equity:HBAN","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_db6de162045e","where":"theme_universe_gate"}...
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2026-04-18T20:51:44.623156+00:00
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232887
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evt_4a8f57e5e2ec
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opportunity_drop_decision
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2026-04-18T20:51:44.636261+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T20:51:44.636198+00:0 {"at":"2026-04-18T20:51:44.636198+00:00","entity_key":"equity:HAS","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_db6de162045e","where":"theme_universe_gate"}...
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2026-04-18T20:51:44.636265+00:00
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232888
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evt_a4207201f9d0
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opportunity_drop_decision
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2026-04-18T20:51:44.643078+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T20:51:44.643039+00:0 {"at":"2026-04-18T20:51:44.643039+00:00","entity_key":"equity:GILD","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_db6de162045e","where":"theme_universe_gate"}...
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2026-04-18T20:51:44.643082+00:00
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