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320546
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evt_80fa42051c3a
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opportunity_drop_decision
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2026-04-19T16:13:51.916576+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-19T16:13:51.916541+00:0 {"at":"2026-04-19T16:13:51.916541+00:00","entity_key":"equity:WAFD","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","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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2026-04-19T16:13:51.916580+00:00
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320547
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evt_01e9acadb679
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opportunity_drop_decision
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2026-04-19T16:13:52.177838+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-19T16:13:52.177749+00:0 {"at":"2026-04-19T16:13:52.177749+00:00","entity_key":"equity:VYLD","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
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0.0
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NULL
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NULL
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2026-04-19T16:13:52.177843+00:00
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320548
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evt_7019156b53e6
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opportunity_drop_decision
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2026-04-19T16:13:52.264545+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-19T16:13:52.264473+00:0 {"at":"2026-04-19T16:13:52.264473+00:00","entity_key":"equity:VXRT","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
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0.0
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NULL
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NULL
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2026-04-19T16:13:52.264549+00:00
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320549
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evt_6d61abb32aaa
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opportunity_drop_decision
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2026-04-19T16:13:52.355053+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T16:13:52.354955+00:0 {"at":"2026-04-19T16:13:52.354955+00:00","entity_key":"equity:VTS","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
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0.0
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NULL
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2026-04-19T16:13:52.355058+00:00
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320550
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evt_3c83b6dfb54e
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opportunity_drop_decision
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2026-04-19T16:13:52.513191+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-19T16:13:52.513107+00:0 {"at":"2026-04-19T16:13:52.513107+00:00","entity_key":"equity:VTR","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
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0.0
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NULL
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NULL
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2026-04-19T16:13:52.513197+00:00
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320551
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evt_4e747caee47d
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opportunity_drop_decision
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2026-04-19T16:13:52.535208+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-19T16:13:52.535114+00:0 {"at":"2026-04-19T16:13:52.535114+00:00","entity_key":"equity:VTIX","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","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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2026-04-19T16:13:52.535214+00:00
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320552
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evt_cd252f216f32
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opportunity_drop_decision
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2026-04-19T16:13:52.628431+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-19T16:13:52.628274+00:0 {"at":"2026-04-19T16:13:52.628274+00:00","entity_key":"equity:VTEX","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
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0.0
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NULL
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2026-04-19T16:13:52.628435+00:00
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320553
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evt_651790caef58
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opportunity_drop_decision
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2026-04-19T16:13:52.719587+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-19T16:13:52.719500+00:0 {"at":"2026-04-19T16:13:52.719500+00:00","entity_key":"equity:VRTX","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
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0.0
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NULL
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NULL
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2026-04-19T16:13:52.719593+00:00
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320554
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evt_f08f16609e21
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opportunity_drop_decision
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2026-04-19T16:13:52.741821+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-19T16:13:52.741739+00:0 {"at":"2026-04-19T16:13:52.741739+00:00","entity_key":"equity:ENJ","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
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0.0
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NULL
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2026-04-19T16:13:52.741826+00:00
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320555
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evt_3ec36431c44e
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opportunity_drop_decision
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2026-04-19T16:13:52.905150+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-19T16:13:52.905071+00:0 {"at":"2026-04-19T16:13:52.905071+00:00","entity_key":"equity:XLP","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
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NULL
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2026-04-19T16:13:52.905155+00:00
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320556
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evt_dcd643a5590c
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opportunity_drop_decision
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2026-04-19T16:13:52.919424+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-19T16:13:52.919337+00:0 {"at":"2026-04-19T16:13:52.919337+00:00","entity_key":"commodity:us_oil_wti","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
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NULL
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2026-04-19T16:13:52.919429+00:00
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320557
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evt_deca7764abf2
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opportunity_drop_decision
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2026-04-19T16:13:52.925336+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T16:13:52.925259+00:0 {"at":"2026-04-19T16:13:52.925259+00:00","entity_key":"equity:XLV","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
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0.0
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NULL
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2026-04-19T16:13:52.925342+00:00
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320558
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evt_b0d5d067ff29
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opportunity_drop_decision
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2026-04-19T16:13:52.932408+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T16:13:52.932292+00:0 {"at":"2026-04-19T16:13:52.932292+00:00","entity_key":"macro:bitcoin","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
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2026-04-19T16:13:52.932414+00:00
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320559
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evt_80408ff4015a
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opportunity_drop_decision
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2026-04-19T16:13:52.936037+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T16:13:52.935954+00:0 {"at":"2026-04-19T16:13:52.935954+00:00","entity_key":"equity:XLP","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
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2026-04-19T16:13:52.936042+00:00
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320560
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evt_1c9ad7747a03
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opportunity_drop_decision
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2026-04-19T16:13:52.939394+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T16:13:52.939310+00:0 {"at":"2026-04-19T16:13:52.939310+00:00","entity_key":"equity:XLY","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
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2026-04-19T16:13:52.939399+00:00
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320561
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evt_1a32b60ae2df
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opportunity_drop_decision
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2026-04-19T16:13:52.942699+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T16:13:52.942637+00:0 {"at":"2026-04-19T16:13:52.942637+00:00","entity_key":"equity:XLK","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
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2026-04-19T16:13:52.942704+00:00
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320562
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evt_0cd1ca8e830c
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opportunity_drop_decision
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2026-04-19T16:13:52.948608+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T16:13:52.948546+00:0 {"at":"2026-04-19T16:13:52.948546+00:00","entity_key":"equity:CAKE","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
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2026-04-19T16:13:52.948613+00:00
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320563
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evt_5abc392ae154
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opportunity_drop_decision
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2026-04-19T16:13:52.951850+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T16:13:52.951796+00:0 {"at":"2026-04-19T16:13:52.951796+00:00","entity_key":"macro:nasdaq","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
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2026-04-19T16:13:52.951855+00:00
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320564
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evt_07f382ff38a7
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opportunity_drop_decision
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2026-04-19T16:13:52.954894+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T16:13:52.954848+00:0 {"at":"2026-04-19T16:13:52.954848+00:00","entity_key":"equity:XLF","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
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2026-04-19T16:13:52.954899+00:00
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320565
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evt_860116b23e70
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2026-04-19T16:13:52.958044+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T16:13:52.957989+00:0 {"at":"2026-04-19T16:13:52.957989+00:00","entity_key":"equity:SECT","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
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2026-04-19T16:13:52.958049+00:00
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320566
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evt_ccaa147e7958
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2026-04-19T16:13:52.961261+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T16:13:52.961196+00:0 {"at":"2026-04-19T16:13:52.961196+00:00","entity_key":"equity:SGI","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
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320567
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evt_362bd610ccd6
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opportunity_drop_decision
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2026-04-19T16:13:52.968406+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T16:13:52.968333+00:0 {"at":"2026-04-19T16:13:52.968333+00:00","entity_key":"commodity:us_oil_wti","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1504d5061e76","where":"theme_universe_gate"}...
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2026-04-19T16:13:52.968411+00:00
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320568
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evt_ea809d629c3d
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opportunity_tick_summary
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2026-04-19T16:13:52.975288+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":"2026-04-19T16:13:52.975036+00:00","cases":0,"cases_raw":329,"classifier_mode":"","emergent_themes":0,"facts":879,"facts_before_classifier":0,"facts_dropped_by_class":{},"hot_themes":0,"lane_counts":{},"model":"","morning_briefing":{},"ok":true,"reassess_only":false,"signals_in":8,"theme_persist":{"members_added":0,"members_closed":129,"themes_persisted":15},"themes":15,"tick_id":"otick_1504d5061e76","wall_ms":13841}...
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NULL
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0.0
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opportunity_tick_summary:otick_1504d5061e76
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NULL
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2026-04-19T16:13:52.975293+00:00
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320569
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evt_a28be3f3b46f
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llm_usage
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2026-04-19T16:14:53.273957+00:00
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llm:openai
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[]
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{"cost_usd":0.00059,"meta":{"f {"cost_usd":0.00059,"meta":{"feature":null,"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":0.866612,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":692,"input_tokens_original":692,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":320,"output_tokens_final":320,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:low","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":320,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0907a2e7ab49156b0069e4ff77aed08190bff4a72dbd364b28","usage":{"input_tokens":950,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1270}}...
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NULL
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0.0
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llm_usage:resp_0907a2e7ab49156b0069e4ff77aed08190b llm_usage:resp_0907a2e7ab49156b0069e4ff77aed08190bff4a72dbd364b28...
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NULL
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2026-04-19T16:14:53.279277+00:00
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320570
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evt_c6409f94f5a5
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llm_usage
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2026-04-19T16:15:04.427194+00:00
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llm:openai
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[]
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{"cost_usd":0.001467,"meta":{" {"cost_usd":0.001467,"meta":{"feature":null,"governance":{"chars_trimmed":171,"complexity":"medium","cost_24h_usd":0.866612,"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_01116764c5aa5e330069e4ff80ea888196879d7a82d0185c26","usage":{"input_tokens":1712,"input_tokens_details":{"cached_tokens":0},"output_tokens":900,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2612}}...
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NULL
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0.0
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llm_usage:resp_01116764c5aa5e330069e4ff80ea8881968 llm_usage:resp_01116764c5aa5e330069e4ff80ea888196879d7a82d0185c26...
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NULL
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evt_90fa22ed240d
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llm_usage
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2026-04-19T16:15:14.578189+00:00
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llm:openai
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[]
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{"cost_usd":0.001465,"meta":{" {"cost_usd":0.001465,"meta":{"feature":null,"governance":{"chars_trimmed":201,"complexity":"medium","cost_24h_usd":0.868669,"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_0f7052c92cf3c96b0069e4ff8b48e881968acea669d17ce3ea","usage":{"input_tokens":1701,"input_tokens_details":{"cached_tokens":0},"output_tokens":900,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2601}}...
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NULL
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0.0
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llm_usage:resp_0f7052c92cf3c96b0069e4ff8b48e881968 llm_usage:resp_0f7052c92cf3c96b0069e4ff8b48e881968acea669d17ce3ea...
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2026-04-19T16:15:14.578247+00:00
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320572
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evt_aaed6fb9db72
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llm_usage
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2026-04-19T16:15:22.292474+00:00
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llm:openai
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[]
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{"cost_usd":0.001269,"meta":{" {"cost_usd":0.001269,"meta":{"feature":null,"governance":{"chars_trimmed":159,"complexity":"medium","cost_24h_usd":0.868669,"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_077a61f2fc2d82270069e4ff94ff4c81908ed11d728f8f199f","usage":{"input_tokens":1671,"input_tokens_details":{"cached_tokens":0},"output_tokens":748,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2419}}...
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{"created_at":"2026-04-19T15:45:47.773 {"created_at":"2026-04-19T15:45:47.773233+00:00","dedupe_key":"signal_enriched:discovery_unusual_volume_delta:f4d743aea411367b","evidence_event_ids":["evt_21f636dcd934"],"signal_type":"discovery_unusual_volume_delta","source":"discovery_ingestor","value":{"aggregator_url":"https://www.nasdaq.com/articles/equinox-gold-vs-agnico-eagle-mines-which-mining-stock-smarter-buy-right-now","as_of":"2026-04-19T15:45:47.773233+00:00","canonical_url":"https://www.fool.com/investing/2026/04/19/equinox-vs-agnico-which-mining-stock-is-th/","enrichment":{"aggregator_url":"https://www.nasdaq.com/articles/equinox-gold-vs-agnico-eagle-mines-which-mining-stock-smarter-buy-right-now","article_chars":4918,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_103d5ee18417b165","canonical_host":"fool.com","canonical_is_aggregator":false,"canonical_url":"https://www.fool.com/investing/2026/04/19/equinox-vs-agnico-which-mining-stock-is-th/","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-19T16:15:22.384878+00:00","extraction_method":"trafilatura","fetched_description":"Key PointsEquinox Gold is divesting its Brazilian operations to concentrate on politically stable Tier 1 jurisdictions.","fetched_title":"Equinox Gold vs. Agnico Eagle Mines: Which Mining Stock Is the Smarter Buy Right Now? | Nasdaq","final_url":"https://www.nasdaq.com/articles/equinox-gold-vs-agnico-eagle-mines-which-mining-stock-smarter-buy-right-now","html_truncated":false,"paywall_likely":false,"publisher_domain":"fool.com","publisher_resolution":"canonical_url","requested_url":"https://www.nasdaq.com/articles/equinox-gold-vs-agnico-eagle-mines-which-mining-stock-smarter-buy-right-now","source_event_id":"evt_21f636dcd934","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"fp":"b8e23b420c1ac72e","kind":"unusual_volume","published_at":"2026-04-19T15:05:00+00:00","publisher_domain":"fool.com","signal_understanding":{"analysis_basis":"article","claim_confidence":0.72,"dates_mentioned":["March 2026","April 19, 2026","December 17, 2004","April 15, 2005","1983"],"entities":[{"asset_class":"equity","name":"Equinox Gold","relevance":"high","symbol":"EQX","type":"company"},{"asset_class":"equity","name":"Agnico Eagle Mines","relevance":"high","symbol":"AEM","type":"company"},{"asset_class":"equity","name":"CMOC Group","relevance":"medium","symbol":"","type":"company"}],"event_type":"other","information_gaps":["The signal type is 'discovery_unusual_volume_delta', but the provided text contains no volume ratio, baseline volume, direction (up/down), or any confirmation that unusual volume occurred.","No explicit catalyst is tied to unusual trading volume; the article discusses business strategy and cost sensitivity rather than a specific near-term trading-volume event.","No confirmation from external news sources is provided in the excerpt; it appears to be an opinion/analysis piece (Motley Fool) rather than a reported market/volume event."],"key_facts":["Equinox Gold is divesting its Brazilian operations and selling mining assets to CMOC Group for over $1 billion.","Equinox Gold used proceeds to retire $990 million in debt.","Equinox Gold launched its first-ever dividend in March 2026 at $0.015 per share per quarter.","Equinox Gold is on pace to increase annual output in Canada by 80% from its mines in Ontario and Newfoundland.","Equinox Gold guided all-in sustaining cost (AISC) between $1,775 and $1,875 per ounce.","The article states Equinox Gold is sensitive to rising diesel prices spiked amid the ongoing conflict in Iran.","Agnico Eagle Mines is described as a low-cost producer with AISC between $1,400 and $1,550 per ounce.","The article attributes Agnico\u2019s lower diesel vulnerability to a higher percentage of underground operations and use of hydroelectric power in the Abitibi region.","The article states Agnico has invested in battery electric vehicles for underground hauling to reduce diesel dependence.","The article claims Agnico has paid a quarterly dividend every year since 1983."],"numeric_claims":[{"label":"Equinox sale proceeds","value":"over $1 billion"},{"label":"Equinox debt retired","value":"$990 million"},{"label":"Equinox dividend (per quarter)","value":"$0.015"},{"label":"Equinox Canada output increase pace","value":"80%"},{"label":"Equinox AISC range","value":"$1,775 to $1,875 per ounce"},{"label":"Agnico AISC range","value":"$1,400 to $1,550 per ounce"}],"primary_claim":"Equinox Gold is divesting its Brazilian operations to focus on more politically stable Tier 1 jurisdictions (e.g., Canada), while Agnico Eagle Mines is more insulated from rising diesel prices due to lower costs and reduced diesel dependence.","relevance_score":0.35,"sentiment":"mixed","source_quality":"high","summary":"The article contrasts Equinox Gold and Agnico Eagle Mines, arguing Equinox is shifting away from Brazil toward more politically stable Tier 1 jurisdictions, while Agnico is positioned to better withstand rising diesel costs due to lower production costs and less diesel dependence.","topics":["mining","gold producers","geopolitical risk","Brazil divestment","Canada expansion","diesel price sensitivity","AISC costs","dividends","Iran conflict (fuel price impact)"]},"source":"Nasdaq Markets","source_domain":"fool.com","summary":"Key PointsEquinox Gold is divesting its Brazilian operations to concentrate on politically stable Tier 1 jurisdictions.","tickers":[],"title":"Equinox Gold vs. Agnico Eagle Mines: Which Mining Stock Is the Smarter Buy Right Now?","url":"https://www.fool.com/investing/2026/04/19/equinox-vs-agnico-which-mining-stock-is-th/"}}...
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candidate:sc_103d5ee18417b165
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0.72
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signal_enriched:discovery_unusual_volume_delta:f4d signal_enriched:discovery_unusual_volume_delta:f4d743aea411367b...
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evt_63092b4246e3
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2026-04-19T16:15:32.002972+00:00
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{"cost_usd":0.001439,"meta":{" {"cost_usd":0.001439,"meta":{"feature":null,"governance":{"chars_trimmed":279,"complexity":"medium","cost_24h_usd":0.868669,"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_045b815738bd7c470069e4ff9e0c5c8190b4af62c4be1263a5","usage":{"input_tokens":1695,"input_tokens_details":{"cached_tokens":0},"output_tokens":880,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2575}}...
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llm_usage:resp_045b815738bd7c470069e4ff9e0c5c8190b llm_usage:resp_045b815738bd7c470069e4ff9e0c5c8190b4af62c4be1263a5...
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daemon:signal_enrichment
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{"created_at":"2026-04-19T15:45:47.773 {"created_at":"2026-04-19T15:45:47.773233+00:00","dedupe_key":"signal_enriched:discovery_unusual_volume_delta:de0aec653ec56469","evidence_event_ids":["evt_c340fcdce471"],"signal_type":"discovery_unusual_volume_delta","source":"discovery_ingestor","value":{"aggregator_url":"https://www.nasdaq.com/articles/liquidias-lqda-ceo-sells-53000-shares-21-million","as_of":"2026-04-19T15:45:47.773233+00:00","canonical_url":"https://www.fool.com/coverage/filings/2026/04/19/liquidia-s-lqda-ceo-sells-53-000-shares-for-usd2-1-million/","enrichment":{"aggregator_url":"https://www.nasdaq.com/articles/liquidias-lqda-ceo-sells-53000-shares-21-million","article_chars":5000,"article_truncated":true,"blocked_reason":null,"candidate_id":"sc_876cbaa5d1cc3e33","canonical_host":"fool.com","canonical_is_aggregator":false,"canonical_url":"https://www.fool.com/coverage/filings/2026/04/19/liquidia-s-lqda-ceo-sells-53-000-shares-for-usd2-1-million/","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-19T16:15:32.042209+00:00","extraction_method":"trafilatura","fetched_description":"Key Points53,300 shares were sold indirectly for a transaction value of ~$2.14 million across April 14, 2026, to April 16, 2026, at a weighted average price of around $40.21 per share.","fetched_title":"Liquidia's (LQDA) CEO Sells 53,000 Shares for $2.1 Million | Nasdaq","final_url":"https://www.nasdaq.com/articles/liquidias-lqda-ceo-sells-53000-shares-21-million","html_truncated":false,"paywall_likely":false,"publisher_domain":"fool.com","publisher_resolution":"canonical_url","requested_url":"https://www.nasdaq.com/articles/liquidias-lqda-ceo-sells-53000-shares-21-million","source_event_id":"evt_c340fcdce471","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"fp":"b68e0d0932f20f06","kind":"unusual_volume","published_at":"2026-04-19T15:03:06+00:00","publisher_domain":"fool.com","signal_understanding":{"analysis_basis":"article","claim_confidence":0.78,"dates_mentioned":["April 14, 2026","April 16, 2026","April 17, 2026","May 23, 2025","December 17, 2004","April 15, 2005","fourth quarter of 2025"],"entities":[{"asset_class":"equity","name":"Liquidia","relevance":"high","symbol":"LQDA","type":"company"},{"asset_class":"person","name":"Roger Jeffs","relevance":"high","symbol":"","type":"person"},{"asset_class":"private_entity","name":"Serendipity BioPharma LLC","relevance":"high","symbol":"","type":"entity"},{"asset_class":"regulatory_filing","name":"SEC Form 4","relevance":"medium","symbol":"","type":"filing"}],"event_type":"other","information_gaps":["The signal type requested 'unusual volume delta' including volume ratio vs average, but the provided text contains no volume metrics or baseline volume/ratio data.","The article does not provide confirmation from independent news sources beyond referencing the SEC Form 4 filing; it does not quantify market-wide volume changes.","No explicit catalyst is tied to the sale beyond the stated Rule 10b5-1 pre-scheduling; any 'most likely catalyst hypothesis' for unusual volume cannot be grounded in the provided text."],"key_facts":["53,300 shares of Liquidia common stock were sold indirectly.","The sale occurred across April 14, 2026 to April 16, 2026.","Total transaction value was approximately $2.14 million.","The weighted average price was around $40.21 per share (based on SEC Form 4).","Post-transaction value was based on the April 16, 2026 market close of about $41.40 per share.","The sale was executed entirely via Serendipity BioPharma LLC (no direct shares involved).","No derivative (option) activity was reported in the filing.","Direct and indirect holdings after the transaction were stated as 1,137,599 and 1,441,934 shares, respectively.","The article states the sale was executed under a Rule 10b5-1 plan (pre-scheduled).","The article states the 53,300 shares represent 2.02% of total holdings and 3.56% of the indirect position.","The article compares the 53,300-share sale size to a mean size of prior sell-only events (mean: 20,782 shares)."],"numeric_claims":[{"label":"shares_sold","value":"53,300"},{"label":"transaction_value_usd","value":"~2.14 million"},{"label":"weighted_avg_price_usd","value":"~40.21"},{"label":"market_close_price_usd_apr16_2026","value":"~41.40"},{"label":"direct_holdings_after","value":"1,137,599"},{"label":"indirect_holdings_after","value":"1,441,934"},{"label":"percent_of_total_holdings","value":"2.02%"},{"label":"percent_of_indirect_position","value":"3.56%"},{"label":"mean_prior_sell_only_event_shares","value":"20,782"}],"primary_claim":"Roger Jeffs disclosed an indirect sale of 53,300 Liquidia (LQDA) shares via Serendipity BioPharma LLC for approximately $2.14 million, executed under a Rule 10b5-1 plan.","relevance_score":0.62,"sentiment":"neutral","source_quality":"high","summary":"Liquidia\u2019s CEO Roger Jeffs sold 53,300 shares indirectly via Serendipity BioPharma LLC for about $2.14 million in proceeds (weighted avg. price ~$40.21) during April 14\u201316, 2026. The filing indicates the sale was executed under a Rule 10b5-1 plan, suggesting a pre-scheduled liquidity event rather than a discretionary trade.","topics":["insider trading","SEC Form 4","Rule 10b5-1 plan","CEO share sale","ownership/holdings","biotechnology","Liquidia Yutrepia"]},"source":"Nasdaq Markets","source_domain":"fool.com","summary":"Key Points53,300 shares were sold indirectly for a transaction value of ~$2.14 million across April 14, 2026, to April 16, 2026, at a weighted average price of around $40.21 per share.","tickers":["LQDA"],"title":"Liquidia's (LQDA) CEO Sells 53,000 Shares for $2.1 Million","url":"https://www.fool.com/coverage/filings/2026/04/19/liquidia-s-lqda-ceo-sells-53-000-shares-for-usd2-1-million/"}}...
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{"cost_usd":0.001246,"meta":{" {"cost_usd":0.001246,"meta":{"feature":null,"governance":{"chars_trimmed":0,"complexity":"medium","cost_24h_usd":0.872842,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1424,"input_tokens_original":1424,"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_0206e95903b98a6c0069e4ffa8497081948f8db1da535bb4c3","usage":{"input_tokens":1580,"input_tokens_details":{"cached_tokens":0},"output_tokens":744,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2324}}...
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llm_usage:resp_0206e95903b98a6c0069e4ffa8497081948 llm_usage:resp_0206e95903b98a6c0069e4ffa8497081948f8db1da535bb4c3...
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daemon:signal_enrichment
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{"created_at":"2026-04-19T15:45:47.773 {"created_at":"2026-04-19T15:45:47.773233+00:00","dedupe_key":"signal_enriched:discovery_unusual_volume_delta:e134f9135a92468a","evidence_event_ids":["evt_8c5375b12ddc"],"signal_type":"discovery_unusual_volume_delta","source":"discovery_ingestor","value":{"aggregator_url":"https://www.nasdaq.com/articles/under-radar-ai-infrastructure-stock-looks-primed-skyrocket","as_of":"2026-04-19T15:45:47.773233+00:00","canonical_url":"https://www.fool.com/investing/2026/04/19/this-under-the-radar-ai-infrastructure-stock-looks/","enrichment":{"aggregator_url":"https://www.nasdaq.com/articles/under-radar-ai-infrastructure-stock-looks-primed-skyrocket","article_chars":4413,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_4092721408d42823","canonical_host":"fool.com","canonical_is_aggregator":false,"canonical_url":"https://www.fool.com/investing/2026/04/19/this-under-the-radar-ai-infrastructure-stock-looks/","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-19T16:15:41.697565+00:00","extraction_method":"trafilatura","fetched_description":"Key PointsAmazon's cloud computing services are seeing monstrous growth.","fetched_title":"This Under-the-Radar AI Infrastructure Stock Looks Primed to Skyrocket | Nasdaq","final_url":"https://www.nasdaq.com/articles/under-radar-ai-infrastructure-stock-looks-primed-skyrocket","html_truncated":false,"paywall_likely":false,"publisher_domain":"fool.com","publisher_resolution":"canonical_url","requested_url":"https://www.nasdaq.com/articles/under-radar-ai-infrastructure-stock-looks-primed-skyrocket","source_event_id":"evt_8c5375b12ddc","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"fp":"0fdd4812b7e8605f","kind":"unusual_volume","published_at":"2026-04-19T14:50:00+00:00","publisher_domain":"fool.com","signal_understanding":{"analysis_basis":"article","claim_confidence":0.72,"dates_mentioned":["April 19, 2026"],"entities":[{"asset_class":"equity","name":"Amazon","relevance":"high","symbol":"AMZN","type":"company"},{"asset_class":"equity_related","name":"Amazon Web Services (AWS)","relevance":"high","symbol":"","type":"business_segment"},{"asset_class":"equity","name":"Nvidia","relevance":"medium","symbol":"NVDA","type":"company"},{"asset_class":"equity","name":"Intel","relevance":"medium","symbol":"INTC","type":"company"},{"asset_class":"equity","name":"Apple","relevance":"low","symbol":"AAPL","type":"company"},{"asset_class":"equity","name":"Alphabet","relevance":"low","symbol":"GOOGL","type":"company"}],"event_type":"earnings","information_gaps":["The signal type is discovery_unusual_volume_delta, but the provided text does not include any volume ratio, baseline volume, direction (up/down), or ticker-specific unusual volume metrics.","No explicit confirmation is provided that the volume change is driven by news; the article is promotional/analytical and does not mention unusual trading volume.","The catalyst hypothesis for unusual volume is not stated; the article discusses AWS growth, capex, and valuation rather than a specific event tied to volume spikes."],"key_facts":["AWS accounted for 50% of Amazon\u2019s operating profits while making up 17% of total sales (Q4).","AWS made up 66% of Amazon\u2019s operating profits in Q3 (as stated).","AWS posted 24% revenue growth during Q4, described as its best in over three years.","Amazon planned/spent $200 billion in capital expenditures to expand AWS footprint (as stated).","The article states Amazon said in its shareholder letter that faster AWS growth leads to more spending and that customers are committed to using capacity once available.","The article states Amazon\u2019s stock has risen nearly 20% over the past month (as stated).","The article compares valuation using operating cash flow multiples: 19x for Amazon vs 29x for Apple and 25x for Alphabet (as stated)."],"numeric_claims":[{"label":"AWS revenue growth (Q4)","value":"24%"},{"label":"AWS share of operating profits (Q4)","value":"50%"},{"label":"AWS share of total sales","value":"17%"},{"label":"AWS share of operating profits (Q3)","value":"66%"},{"label":"Amazon capital expenditures","value":"$200 billion"},{"label":"AMZN stock rise over past month","value":"nearly 20%"},{"label":"Amazon operating cash flow multiple","value":"19x"},{"label":"Apple operating cash flow multiple","value":"29x"},{"label":"Alphabet operating cash flow multiple","value":"25x"}],"primary_claim":"AWS posted 24% revenue growth in Q4 (its best in over three years) and accounts for 50% of Amazon\u2019s operating profits despite 17% of total sales.","relevance_score":0.55,"sentiment":"mixed","source_quality":"high","summary":"The article argues that Amazon (AMZN) is an under-the-radar AI infrastructure play because AWS is driving most of Amazon\u2019s profits and has recently posted strong growth. It also claims the stock is not \u201cexpensively valued\u201d and suggests shares could rise further over the next few months.","topics":["AI infrastructure","cloud computing","AWS growth","Amazon valuation","capital expenditures","operating profits mix"]},"source":"Nasdaq Markets","source_domain":"fool.com","summary":"Key PointsAmazon's cloud computing services are seeing monstrous growth.","tickers":[],"title":"This Under-the-Radar AI Infrastructure Stock Looks Primed to Skyrocket","url":"https://www.fool.com/investing/2026/04/19/this-under-the-radar-ai-infrastructure-stock-looks/"}}...
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signal_enriched:discovery_unusual_volume_delta:e13 signal_enriched:discovery_unusual_volume_delta:e134f9135a92468a...
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2026-04-19T16:15:41.697679+00:00
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2026-04-19T16:15:49.884078+00:00
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{"cost_usd":0.001297,"meta":{" {"cost_usd":0.001297,"meta":{"feature":null,"governance":{"chars_trimmed":164,"complexity":"medium","cost_24h_usd":0.872842,"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_02df44e08e23c1f40069e4ffb12a9c8197817b4b26e893441c","usage":{"input_tokens":1714,"input_tokens_details":{"cached_tokens":0},"output_tokens":763,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2477}}...
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320579
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evt_96e634851925
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signal_ingest
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2026-04-19T16:15:49.984391+00:00
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daemon:signal_enrichment
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{"created_at":"2026-04-19T15:45:47.773 {"created_at":"2026-04-19T15:45:47.773233+00:00","dedupe_key":"signal_enriched:discovery_unusual_volume_delta:5026ea32ae9b2b09","evidence_event_ids":["evt_42c67388df5b"],"signal_type":"discovery_unusual_volume_delta","source":"discovery_ingestor","value":{"aggregator_url":"https://www.nasdaq.com/articles/which-better-ishares-short-term-bond-etf-igsb-or-istb","as_of":"2026-04-19T15:45:47.773233+00:00","canonical_url":"https://www.fool.com/coverage/etfs/2026/04/19/which-is-the-better-ishares-short-term-bond-etf-igsb-or-istb/","enrichment":{"aggregator_url":"https://www.nasdaq.com/articles/which-better-ishares-short-term-bond-etf-igsb-or-istb","article_chars":4966,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_ffce4892672d3d85","canonical_host":"fool.com","canonical_is_aggregator":false,"canonical_url":"https://www.fool.com/coverage/etfs/2026/04/19/which-is-the-better-ishares-short-term-bond-etf-igsb-or-istb/","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-19T16:15:49.984309+00:00","extraction_method":"trafilatura","fetched_description":"Key PointsIGSB charges a slightly lower expense ratio and offers a modestly higher yield than ISTB.","fetched_title":"Which Is the Better iShares Short-Term Bond ETF, IGSB or ISTB? | Nasdaq","final_url":"https://www.nasdaq.com/articles/which-better-ishares-short-term-bond-etf-igsb-or-istb","html_truncated":false,"paywall_likely":false,"publisher_domain":"fool.com","publisher_resolution":"canonical_url","requested_url":"https://www.nasdaq.com/articles/which-better-ishares-short-term-bond-etf-igsb-or-istb","source_event_id":"evt_42c67388df5b","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"fp":"b2fca343ee23d7bf","kind":"unusual_volume","published_at":"2026-04-19T14:45:01+00:00","publisher_domain":"fool.com","signal_understanding":{"analysis_basis":"article","claim_confidence":0.72,"dates_mentioned":["April 19, 2026","December 17, 2004","April 15, 2005"],"entities":[{"asset_class":"bond ETF","name":"iShares 1-5 Year Investment Grade Corporate Bond ETF","relevance":"high","symbol":"IGSB","type":"ETF"},{"asset_class":"bond ETF","name":"iShares Core 1-5 Year USD Bond ETF","relevance":"high","symbol":"ISTB","type":"ETF"},{"asset_class":"unknown","name":"iShares Trust","relevance":"medium","symbol":"","type":"issuer/brand reference"}],"event_type":"other","information_gaps":["The signal type is 'discovery_unusual_volume_delta', but the provided text contains no volume data, no volume ratio vs average, and no mention of unusual trading volume for IGSB or ISTB.","No explicit catalyst for any volume change is described; the article is a comparative analysis of fund characteristics and performance.","Exact expense ratio and yield figures are not provided\u2014only relative statements ('slightly lower', 'modestly higher').","The article mentions 'max drawdown over the last five years' but does not provide the numeric drawdown value."],"key_facts":["IGSB has a slightly lower expense ratio than ISTB.","IGSB offers a modestly higher yield than ISTB.","IGSB has delivered stronger 1-year and 5-year total returns than ISTB.","IGSB exhibits marginally higher drawdown risk than ISTB.","IGSB holds 4,582 investment-grade U.S. corporate bonds and focuses exclusively on investment-grade corporates.","ISTB holds 7,037 holdings spanning investment-grade and high-yield bonds and includes U.S. Treasuries.","The article states U.S. Treasuries are 52.4% of ISTB holdings.","The article states top ISTB allocations include Fannie Mae (1.6%), Freddie Mac (1.1%), and JP Morgan Chase (0.6%).","The article states IGSB does not include U.S. Treasuries, which it links to greater risk."],"numeric_claims":[{"label":"IGSB expense ratio (relative)","value":"slightly lower than ISTB (exact value not provided)"},{"label":"IGSB yield (relative)","value":"modestly higher than ISTB (exact value not provided)"},{"label":"IGSB holdings count","value":"4,582"},{"label":"ISTB holdings count","value":"7,037"},{"label":"ISTB U.S. Treasuries weight","value":"52.4%"},{"label":"ISTB top allocation - Fannie Mae","value":"1.6%"},{"label":"ISTB top allocation - Freddie Mac","value":"1.1%"},{"label":"ISTB top allocation - JP Morgan Chase","value":"0.6%"}],"primary_claim":"IGSB charges a slightly lower expense ratio and offers a modestly higher yield than ISTB, with stronger 1-year and 5-year total returns but marginally higher drawdown risk.","relevance_score":0.25,"sentiment":"mixed","source_quality":"high","summary":"The article compares two short-term bond ETFs, iShares IGSB and ISTB, concluding IGSB is cheaper and has slightly higher yield and stronger 1- and 5-year total returns, while ISTB is more diversified and shows lower max drawdown over five years.","topics":["ETF comparison","expense ratio","yield","total return","drawdown risk","portfolio composition","investment-grade corporates","U.S. Treasuries","short-duration bonds"]},"source":"Nasdaq Markets","source_domain":"fool.com","summary":"Key PointsIGSB charges a slightly lower expense ratio and offers a modestly higher yield than ISTB.","tickers":[],"title":"Which Is the Better iShares Short-Term Bond ETF, IGSB or ISTB?","url":"https://www.fool.com/coverage/etfs/2026/04/19/which-is-the-better-ishares-short-term-bond-etf-igsb-or-istb/"}}...
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candidate:sc_ffce4892672d3d85
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0.72
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signal_enriched:discovery_unusual_volume_delta:502 signal_enriched:discovery_unusual_volume_delta:5026ea32ae9b2b09...
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NULL
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2026-04-19T16:15:49.984465+00:00
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320580
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evt_27bedc4cbb35
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llm_usage
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2026-04-19T16:16:00.294655+00:00
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llm:openai
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{"cost_usd":0.001447,"meta":{" {"cost_usd":0.001447,"meta":{"feature":null,"governance":{"chars_trimmed":0,"complexity":"medium","cost_24h_usd":0.872842,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1427,"input_tokens_original":1427,"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_01a55465d14d1f2c0069e4ffb9b85c8194b3f589419e4fc39f","usage":{"input_tokens":1610,"input_tokens_details":{"cached_tokens":0},"output_tokens":900,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2510}}...
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llm_usage:resp_01a55465d14d1f2c0069e4ffb9b85c8194b llm_usage:resp_01a55465d14d1f2c0069e4ffb9b85c8194b3f589419e4fc39f...
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2026-04-19T16:16:00.294707+00:00
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320581
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evt_6898bb8b8c99
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2026-04-19T16:16:08.903704+00:00
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llm:openai
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{"cost_usd":0.001436,"meta":{" {"cost_usd":0.001436,"meta":{"feature":null,"governance":{"chars_trimmed":292,"complexity":"medium","cost_24h_usd":0.876832,"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_06d254af001beab50069e4ffc217a0819590204c4ff780dafb","usage":{"input_tokens":1810,"input_tokens_details":{"cached_tokens":0},"output_tokens":859,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2669}}...
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2026-04-19T16:16:08.903786+00:00
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320582
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evt_03232a7a04fb
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signal_ingest
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2026-04-19T16:16:08.924923+00:00
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daemon:signal_enrichment
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[]
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{"created_at":"2026-04-19T15:45:47.773 {"created_at":"2026-04-19T15:45:47.773233+00:00","dedupe_key":"signal_enriched:discovery_unusual_volume_delta:116203a63ff0569f","evidence_event_ids":["evt_274d2d4e1d29"],"signal_type":"discovery_unusual_volume_delta","source":"discovery_ingestor","value":{"aggregator_url":"https://www.nasdaq.com/articles/investment-advisor-ocean-park-dumped-vaneck-fallen-angel-etf-238-million-exit-what-does","as_of":"2026-04-19T15:45:47.773233+00:00","canonical_url":"https://www.fool.com/coverage/filings/2026/04/19/investment-advisor-ocean-park-dumped-the-vaneck-fallen-angel-etf-in-a-usd23-8-million-exit-what-does-this-mean-for-investors/","enrichment":{"aggregator_url":"https://www.nasdaq.com/articles/investment-advisor-ocean-park-dumped-vaneck-fallen-angel-etf-238-million-exit-what-does","article_chars":5000,"article_truncated":true,"blocked_reason":null,"candidate_id":"sc_20f3995098e15e8d","canonical_host":"fool.com","canonical_is_aggregator":false,"canonical_url":"https://www.fool.com/coverage/filings/2026/04/19/investment-advisor-ocean-park-dumped-the-vaneck-fallen-angel-etf-in-a-usd23-8-million-exit-what-does-this-mean-for-investors/","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-19T16:16:08.924870+00:00","extraction_method":"trafilatura","fetched_description":"Key PointsOcean Park Asset Management sold 812,100 shares for an estimated $23.82 million trade based on quarterly average pricing.","fetched_title":"Investment Advisor Ocean Park Dumped the VanEck Fallen Angel ETF in a $23.8 Million Exit. What Does This Mean for Investors? | Nasdaq","final_url":"https://www.nasdaq.com/articles/investment-advisor-ocean-park-dumped-vaneck-fallen-angel-etf-238-million-exit-what-does","html_truncated":false,"paywall_likely":false,"publisher_domain":"fool.com","publisher_resolution":"canonical_url","requested_url":"https://www.nasdaq.com/articles/investment-advisor-ocean-park-dumped-vaneck-fallen-angel-etf-238-million-exit-what-does","source_event_id":"evt_274d2d4e1d29","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"fp":"69211cd9e55cdc9c","kind":"unusual_volume","published_at":"2026-04-19T14:37:01+00:00","publisher_domain":"fool.com","signal_understanding":{"analysis_basis":"article","claim_confidence":0.78,"dates_mentioned":["April 14, 2026","Q1 2026","April 15, 2026","April 19, 2026"],"entities":[{"asset_class":"asset_manager","name":"Ocean Park Asset Management, LLC","relevance":"high","symbol":"","type":"company"},{"asset_class":"etf","name":"VanEck Fallen Angel High Yield Bond ETF","relevance":"high","symbol":"ANGL","type":"fund"},{"asset_class":"etf_trust","name":"VanEck ETF Trust","relevance":"medium","symbol":"","type":"company"},{"asset_class":"regulator","name":"Securities and Exchange Commission (SEC)","relevance":"medium","symbol":"","type":"regulator"}],"event_type":"other","information_gaps":["The signal type requests an unusual volume ratio vs average, but the provided text does not include baseline/average volume or a computed volume ratio for ANGL.","The article does not provide evidence that the sale was driven by a specific news catalyst; it explicitly says the reason Ocean Park soured on VanEck is not known.","No confirmation is provided that the ETF itself experienced unusual trading volume beyond the institutional sale described in the 13F filing.","catalyst_hypothesis_not_known_but_article_implies_strategy_shift: The most likely catalyst hypothesis from the article is a change in Ocean Park\u2019s investment strategy/stance toward VanEck ETFs (not a stated ANGL-specific fundamental event)."],"key_facts":["A SEC filing dated April 14, 2026 states Ocean Park Asset Management sold all 812,100 shares of ANGL in Q1 2026.","The estimated transaction value was $23.82 million, calculated using the average closing price for the period.","Ocean Park\u2019s quarter-end position value declined by $23.85 million, reflecting both trading and price effects.","The ANGL position represented 1.1% of Ocean Park\u2019s AUM in the prior quarter and became 0% of 13F AUM after the sale.","The transaction equaled 8.1% of Ocean Park\u2019s reportable 13F assets under management.","As of April 14, 2026, ANGL shares were priced at $29.34, up 12.4% over the past year and underperforming the S&P 500 by 16.7 percentage points.","The article states ANGL\u2019s annualized dividend yield was 6.3% as of April 15, 2026 and shares were 1.5% below their 52-week high.","The article characterizes ANGL as undergoing a major liquidation with reportable AUM dropping by 86% quarter-over-quarter (as stated in the article)."],"numeric_claims":[{"label":"shares_sold","value":"812,100"},{"label":"estimated_transaction_value_usd","value":"23.82 million"},{"label":"position_value_decline_usd","value":"23.85 million"},{"label":"percent_of_reportable_13F_AUM","value":"8.1%"},{"label":"prior_ANGL_allocation_percent_AUM","value":"1.1%"},{"label":"post_sale_ANGL_allocation_percent_AUM","value":"0%"}],"primary_claim":"Ocean Park Asset Management sold all 812,100 shares of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2026 for an estimated $23.82 million, reducing its ANGL holding to 0% of 13F AUM.","relevance_score":0.62,"sentiment":"mixed","source_quality":"high","summary":"Ocean Park Asset Management fully exited its position in the VanEck Fallen Angel High Yield Bond ETF (NASDAQ: ANGL), selling 812,100 shares for about $23.82M in Q1 2026. The article frames this as a potential shift in Ocean Park\u2019s strategy rather than a direct signal about ANGL\u2019s fundamentals.","topics":["13F filing","ETF liquidation","credit risk / fallen angels","bond ETF strategy","institutional flows"]},"source":"Nasdaq Markets","source_domain":"fool.com","summary":"Key PointsOcean Park Asset Management sold 812,100 shares for an estimated $23.82 million trade based on quarterly average pricing.","tickers":[],"title":"Investment Advisor Ocean Park Dumped the VanEck Fallen Angel ETF in a $23.8 Million Exit. What Does This Mean for Investors?","url":"https://www.fool.com/coverage/filings/2026/04/19/investment-advisor-ocean-park-dumped-the-vaneck-fallen-angel-etf-in-a-usd23-8-million-exit-what-does-this-mean-for-investors/"}}...
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candidate:sc_20f3995098e15e8d
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0.78
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signal_enriched:discovery_unusual_volume_delta:116 signal_enriched:discovery_unusual_volume_delta:116203a63ff0569f...
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2026-04-19T16:16:08.924974+00:00
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320583
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evt_aef53e7deea7
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llm_usage
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2026-04-19T16:16:17.349388+00:00
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llm:openai
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[]
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{"cost_usd":0.001232,"meta":{" {"cost_usd":0.001232,"meta":{"feature":null,"governance":{"chars_trimmed":0,"complexity":"medium","cost_24h_usd":0.876832,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1398,"input_tokens_original":1398,"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_006220f028eb61ef0069e4ffcc765c8194ad5300a95ac7e894","usage":{"input_tokens":1543,"input_tokens_details":{"cached_tokens":0},"output_tokens":739,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2282}}...
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llm_usage:resp_006220f028eb61ef0069e4ffcc765c8194a llm_usage:resp_006220f028eb61ef0069e4ffcc765c8194ad5300a95ac7e894...
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2026-04-19T16:16:17.349488+00:00
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320584
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evt_73b402266e59
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signal_ingest
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2026-04-19T16:16:17.407481+00:00
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daemon:signal_enrichment
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[]
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{"created_at":"2026-04-19T15:45:47.773 {"created_at":"2026-04-19T15:45:47.773233+00:00","dedupe_key":"signal_enriched:discovery_unusual_volume_delta:188a6508b83d838a","evidence_event_ids":["evt_1451a96fd160"],"signal_type":"discovery_unusual_volume_delta","source":"discovery_ingestor","value":{"aggregator_url":"https://www.nasdaq.com/articles/catalyst-coming-heres-why-smart-investors-are-buying-united-parcel-service-june-30","as_of":"2026-04-19T15:45:47.773233+00:00","canonical_url":"https://www.fool.com/investing/2026/04/19/the-catalyst-is-coming-heres-why-smart-investors-a/","enrichment":{"aggregator_url":"https://www.nasdaq.com/articles/catalyst-coming-heres-why-smart-investors-are-buying-united-parcel-service-june-30","article_chars":4250,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_bee78a28fcaace50","canonical_host":"fool.com","canonical_is_aggregator":false,"canonical_url":"https://www.fool.com/investing/2026/04/19/the-catalyst-is-coming-heres-why-smart-investors-a/","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-19T16:16:17.402132+00:00","extraction_method":"trafilatura","fetched_description":"Key PointsUnited Parcel Service is working to streamline its business and improve its profitability.","fetched_title":"The Catalyst Is Coming. Here's Why Smart Investors Are Buying United Parcel Service Before June 30. | Nasdaq","final_url":"https://www.nasdaq.com/articles/catalyst-coming-heres-why-smart-investors-are-buying-united-parcel-service-june-30","html_truncated":false,"paywall_likely":false,"publisher_domain":"fool.com","publisher_resolution":"canonical_url","requested_url":"https://www.nasdaq.com/articles/catalyst-coming-heres-why-smart-investors-are-buying-united-parcel-service-june-30","source_event_id":"evt_1451a96fd160","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"fp":"ccde8ba2100c42ae","kind":"unusual_volume","published_at":"2026-04-19T14:35:00+00:00","publisher_domain":"fool.com","signal_understanding":{"analysis_basis":"article","claim_confidence":0.78,"dates_mentioned":["2022","2025","2026","July","June 30","December 17, 2004","April 15, 2005","April 19, 2026"],"entities":[{"asset_class":"equity","name":"United Parcel Service","relevance":"high","symbol":"UPS","type":"company"},{"asset_class":"equity","name":"Amazon","relevance":"medium","symbol":"AMZN","type":"company"},{"asset_class":"other","name":"Motley Fool Stock Advisor","relevance":"low","symbol":"","type":"publication_or_service"}],"event_type":"other","information_gaps":["The signal type is 'discovery_unusual_volume_delta', but the provided text does not include any volume ratio, baseline volume, or direction of unusual trading volume.","No explicit statement confirms whether the volume change is driven by news versus being unexplained.","The article does not provide a specific, measurable catalyst tied to a particular trading-day event; it discusses an expected operational/financial inflection in the second half of 2026."],"key_facts":["UPS undertook a business reset involving cost cutting, investing in new equipment, selling older assets, and reducing staff.","The turnaround increased costs and reduced top-line revenue by shifting away from less profitable customers, including Amazon.","The article states UPS revenue per piece in the U.S. market increased 7.1% in 2025.","UPS provides a mixed outlook for 2026: first half continues recent trends with revenues declining and margins under pressure.","Management expects revenues to start climbing and margins to strengthen starting in July 2026.","The article states the full year 2026 is likely flat versus 2025, with the second half marking the beginning of an upturn.","The article suggests investors may reward UPS as improvements show up in financial reports."],"numeric_claims":[{"label":"Stock down from 2022 high","value":"more than 50%"},{"label":"Revenue per piece increase in 2025","value":"7.1%"}],"primary_claim":"UPS management expects revenues to start climbing and margins to strengthen beginning in July 2026, with the second half marking the beginning of an upturn.","relevance_score":0.45,"sentiment":"mixed","source_quality":"high","summary":"The article argues that United Parcel Service (UPS) is in a turnaround and expects an inflection in financial performance in the second half of 2026, starting in July. It frames current weakness as an opportunity for investors to buy ahead of that improvement.","topics":["UPS turnaround","profitability improvement","2026 inflection point","revenue and margin outlook","cost cutting and customer mix"]},"source":"Nasdaq Markets","source_domain":"fool.com","summary":"Key PointsUnited Parcel Service is working to streamline its business and improve its profitability.","tickers":[],"title":"The Catalyst Is Coming. Here's Why Smart Investors Are Buying United Parcel Service Before June 30.","url":"https://www.fool.com/investing/2026/04/19/the-catalyst-is-coming-heres-why-smart-investors-a/"}}...
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signal_enriched:discovery_unusual_volume_delta:188 signal_enriched:discovery_unusual_volume_delta:188a6508b83d838a...
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2026-04-19T16:16:17.407583+00:00
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evt_437222d88a67
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2026-04-19T16:16:33.423498+00:00
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{"cost_usd":0.001469,"meta":{" {"cost_usd":0.001469,"meta":{"feature":null,"governance":{"chars_trimmed":233,"complexity":"medium","cost_24h_usd":0.878254,"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_015cabccf5eb97a50069e4ffdc0fac81948579c77306fe6ff4","usage":{"input_tokens":1718,"input_tokens_details":{"cached_tokens":0},"output_tokens":900,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2618}}...
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0.0
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llm_usage:resp_015cabccf5eb97a50069e4ffdc0fac81948 llm_usage:resp_015cabccf5eb97a50069e4ffdc0fac81948579c77306fe6ff4...
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NULL
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2026-04-19T16:16:33.423573+00:00
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320586
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evt_6f9b34add437
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llm_usage
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2026-04-19T16:16:41.481498+00:00
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llm:openai
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[]
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{"cost_usd":0.001459,"meta":{" {"cost_usd":0.001459,"meta":{"feature":null,"governance":{"chars_trimmed":212,"complexity":"medium","cost_24h_usd":0.878254,"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_06b55083267b6fd60069e4ffe2ec7c8195b4a8f06ed8da03ac","usage":{"input_tokens":1668,"input_tokens_details":{"cached_tokens":0},"output_tokens":900,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2568}}...
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NULL
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0.0
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llm_usage:resp_06b55083267b6fd60069e4ffe2ec7c8195b llm_usage:resp_06b55083267b6fd60069e4ffe2ec7c8195b4a8f06ed8da03ac...
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NULL
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2026-04-19T16:16:41.481545+00:00
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320587
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evt_0e271e6cc77e
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planner_plan_built
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2026-04-19T16:18:41.601803+00:00
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planner
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[]
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{"day":"2026-04-19","plan" {"day":"2026-04-19","plan":{"day":"2026-04-19","do_now":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:0f99474c06","headline":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","id":"commitment:0f99474c06","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":47.0,"score_hint":4.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-16T19:36:37.744926+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."}],"do_today":[],"meta":{"built_at":"2026-04-19T16:18:41.601803+00:00","daily_synthesis_source":"fallback","day":"2026-04-19","filters":{"deduped":0,"internal_shadow":0,"noise_signal":2,"stale":2,"stale_question":0,"stale_workflow":0},"fingerprint":"9a75a0eeb375a1bccfa39ddae7a6085b8e3ae79f","intelligence_directives":[],"limits":{"limit_inbox":250,"limit_pending":50,"max_do_now":5,"max_do_today":7,"max_must_do":5,"max_park":25,"max_should_do":7,"max_waiting":5},"owner_context":{"active_projects":[],"commitments":[],"top_focus":null,"work_focus":null},"planner_model":"gpt-5.4-nano","source":"planner","timezone":"America/New_York","week_start":"2026-04-13"},"must_do":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:0f99474c06","headline":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","id":"commitment:0f99474c06","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":47.0,"score_hint":4.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-16T19:36:37.744926+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."}],"notes":[],"one_thing":{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:0f99474c06","headline":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","id":"commitment:0f99474c06","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":47.0,"score_hint":4.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-16T19:36:37.744926+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."},"parked":[],"should_do":[],"version":"planner_v3_hybrid","waiting":[]},"stats":{"builder":"deterministic_v2","counts":{"actionable":1,"do_now":1,"do_today":0,"inbox_in":1,"must_do":1,"parked":0,"pending_in":0,"should_do":0,"visible":1,"waiting":0},"daily_synthesis_source":"fallback","fingerprint":"9a75a0eeb375a1bccfa39ddae7a6085b8e3ae79f","planner_model":"gpt-5.4-nano"}}...
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NULL
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1.0
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planner_plan_built:2026-04-19:f2ea226bf108eb37e8e4 planner_plan_built:2026-04-19:f2ea226bf108eb37e8e4083b5de10fc7d1c57b6b...
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NULL
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2026-04-19T16:18:41.782220+00:00
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320588
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evt_c0ff9b122467
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artifact_upsert
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2026-04-19T16:18:41.601803+00:00
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planner
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[]
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{"artifact_id":"art_daily_plan_2026-04 {"artifact_id":"art_daily_plan_2026-04-19","confidence":0.95,"created_at":"2026-04-19T16:18:41.601803+00:00","evidence_event_ids":[],"kind":"daily_plan","meta":{"day":"2026-04-19","fingerprint":"fb681e25f7a8a64326a11cddfbfb57545e609a11","plan_fingerprint":"f2ea226bf108eb37e8e4083b5de10fc7d1c57b6b","source":"planner"},"output_json":{"day":"2026-04-19","plan":{"day":"2026-04-19","do_now":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:0f99474c06","headline":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","id":"commitment:0f99474c06","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":47.0,"score_hint":4.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-16T19:36:37.744926+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."}],"do_today":[],"meta":{"built_at":"2026-04-19T16:18:41.601803+00:00","daily_synthesis_source":"fallback","day":"2026-04-19","filters":{"deduped":0,"internal_shadow":0,"noise_signal":2,"stale":2,"stale_question":0,"stale_workflow":0},"fingerprint":"9a75a0eeb375a1bccfa39ddae7a6085b8e3ae79f","intelligence_directives":[],"limits":{"limit_inbox":250,"limit_pending":50,"max_do_now":5,"max_do_today":7,"max_must_do":5,"max_park":25,"max_should_do":7,"max_waiting":5},"owner_context":{"active_projects":[],"commitments":[],"top_focus":null,"work_focus":null},"planner_model":"gpt-5.4-nano","source":"planner","timezone":"America/New_York","week_start":"2026-04-13"},"must_do":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:0f99474c06","headline":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","id":"commitment:0f99474c06","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":47.0,"score_hint":4.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-16T19:36:37.744926+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."}],"notes":[],"one_thing":{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:0f99474c06","headline":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","id":"commitment:0f99474c06","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":47.0,"score_hint":4.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-16T19:36:37.744926+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."},"parked":[],"should_do":[],"version":"planner_v3_hybrid","waiting":[]},"stats":{"builder":"deterministic_v2","counts":{"actionable":1,"do_now":1,"do_today":0,"inbox_in":1,"must_do":1,"parked":0,"pending_in":0,"should_do":0,"visible":1,"waiting":0},"daily_synthesis_source":"fallback","fingerprint":"9a75a0eeb375a1bccfa39ddae7a6085b8e3ae79f","planner_model":"gpt-5.4-nano"}},"output_mrkdwn":"*Daily Plan* \u2014 2026-04-19\n\n*One thing:* User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)\nWhy: Open commitment in commitment.\n\n*Do now:*\n\u2022 User approved starting an agent run to search for Atlanta date-night restaurants. (commitment) \u2014 Open commitment in commitment.","ready_at":"2026-04-19T16:18:41.601803+00:00","status":"ready","summary":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","title":"Daily Plan 2026-04-19","updated_at":"2026-04-19T16:18:41.601803+00:00"}...
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NULL
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0.95
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artifact_upsert:daily_plan:2026-04-19:fb681e25f7a8 artifact_upsert:daily_plan:2026-04-19:fb681e25f7a8a64326a11cddfbfb57545e609a11...
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NULL
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2026-04-19T16:18:41.790949+00:00
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320589
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evt_57f09eacb98b
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opportunity_drop_decision
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2026-04-19T16:18:46.386246+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T16:18:46.386160+00:0 {"at":"2026-04-19T16:18:46.386160+00:00","entity_key":"equity:LQDA","reason_code":"noise:10b5_1","signal_id":"sig_eb9eb8463a1e","tick_id":"otick_90ddfa9ae3cd","where":"signal_interpretation"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-19T16:18:46.386251+00:00
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320590
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evt_41c8a598f498
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opportunity_drop_decision
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2026-04-19T16:18:46.397728+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T16:18:46.397666+00:0 {"at":"2026-04-19T16:18:46.397666+00:00","entity_key":"equity:DNTH","reason_code":"noise:10b5_1","signal_id":"sig_0934a7fa2716","tick_id":"otick_90ddfa9ae3cd","where":"signal_interpretation"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-19T16:18:46.397732+00:00
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320591
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evt_8d0b4a652000
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llm_usage
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2026-04-19T16:18:52.361795+00:00
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llm:openai
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[]
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{"cost_usd":0.001216,"meta":{" {"cost_usd":0.001216,"meta":{"feature":"opportunity_theme_emergence","governance":{"chars_trimmed":11518,"complexity":"medium","cost_24h_usd":0.881182,"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_004152c1d1d7179a0069e50067fadc81938d4c43451648a487","usage":{"input_tokens":2148,"input_tokens_details":{"cached_tokens":0},"output_tokens":629,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2777}}...
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NULL
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0.0
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llm_usage:resp_004152c1d1d7179a0069e50067fadc81938 llm_usage:resp_004152c1d1d7179a0069e50067fadc81938d4c43451648a487...
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NULL
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2026-04-19T16:18:52.361854+00:00
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320592
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evt_fbc7b9680b0e
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entity_upsert
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2026-04-19T16:18:39.768021+00:00
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opportunity_theme_engine
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[]
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{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"EQX"},"id":"equity:EQX","status":"active","tags":["asset:equity","theme_member"],"title":"EQX","type":"asset"}}...
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NULL
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0.0
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opportunity:ensure_asset:equity:EQX
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NULL
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2026-04-19T16:18:52.544937+00:00
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320593
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evt_a8617be632f2
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link_upsert
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2026-04-19T16:18:39.768021+00:00
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:EQX {"link":{"from_id":"equity:EQX","strength":0.75,"to_id":"theme:onshoring_industrials","type":"member_of","valid_from":"2026-04-19T16:18:39.768021+00:00"}}...
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NULL
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0.0
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opportunity:member_of:onshoring_industrials:EQX:20 opportunity:member_of:onshoring_industrials:EQX:2026-04-19...
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NULL
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2026-04-19T16:18:52.623719+00:00
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320594
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evt_806862341bcf
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opportunity_drop_decision
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2026-04-19T16:18:53.334762+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T16:18:53.334699+00:0 {"at":"2026-04-19T16:18:53.334699+00:00","entity_key":"equity:AMSF","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_90ddfa9ae3cd","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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2026-04-19T16:18:53.334767+00:00
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320595
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evt_aaf66b64cff3
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opportunity_drop_decision
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2026-04-19T16:18:53.345277+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T16:18:53.345194+00:0 {"at":"2026-04-19T16:18:53.345194+00:00","entity_key":"equity:ASGN","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_90ddfa9ae3cd","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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2026-04-19T16:18:53.345282+00:00
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