Create
Query
event_store.db
—
events
actions
agent_runs
approvals
artifacts
attention_candidates
commitments
constraints
conversation_compaction
conversation_state
conversation_turns
dead_letters
decisions
deliveries
effects
email_messages
email_reply_drafts
email_threads
entities
entity_aliases
entity_tags
episode_context_index
episodes
event_subjects
events
events_archive
fact_sources
facts
inbox_items
inbox_links
intel_narrative_members
intel_narratives
jobs
leader_leases
links
memory_candidates
memory_embeddings
memory_items
memory_items_fts
(v)
memory_items_fts_config
memory_items_fts_data
memory_items_fts_idx
opportunity_memory
pending_interactions
proposal_sources
proposals
reminders
schedules
schema_migrations
signal_candidates
signal_fps
signals
sms_conversations
sms_messages
sms_reply_drafts
source_cursors
sources
sqlite_sequence
sqlite_stat1
stream_cursors
threads
watchers
Toggle helper tables
memory_items_fts_content
memory_items_fts_docsize
memory_items_fts_segdir
memory_items_fts_segments
memory_items_fts_stat
Structure
Content
Query
Insert
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Update row 469669 in events
seq
Primary key.
INTEGER
id
evt_45f1b4a37dd0
TEXT NOT NULL
kind
artifact_upsert
TEXT NOT NULL
ts
2026-04-21T06:16:05.762102+00:00
TEXT NOT NULL
actor
opportunity_finder
TEXT
subject_entity_ids
[]
TEXT
payload
{"artifact_id":"artf_thesis_1e266024409052d8","evidence_event_ids":["evt_7f3dbd648f75","evt_874851a5d23c","evt_4092f6103c8f","evt_360767d21b2b"],"kind":"opportunity_thesis","meta":{"confidence":0.4145,"lane":"monitor","morning_holdback":false,"rank_score":0.4145,"theme_keys":[],"urgency_reason":"not_urgent","urgent":false},"output_json":{"artifact_kind_detail":"research_thesis","catalysts":[],"confidence":0.4145,"decision_reason_codes":["research_thesis"],"headline":"USAR entered into a definitive Agreement and Plan of Merger on April 19, 2026 to merge SVRE with and into a USAR subsidiary, with consideration of $300,000,000 cash and 126,849,307 USAR shares expected to be paid at the effective time.","investigation_questions":["The filing\u2019s specific 8-K Item number(s) beyond Item 1.01 are not provided in the cleaned text.","The text excerpt does not include the full description of the Orion Payment, DFC Warrants, and SVRE Shareholder Warrants beyond referenci...","The specific merger consideration/structure (e.g., cash vs stock, exchange ratio) is not provided in the provided text.","The filing does not include the full exhibit contents; only exhibit numbers and incorporation-by-reference language are shown."],"portfolio_fit":{"applied":false,"boost":0.0,"exit_risk_flagged":false,"hedge_suggested":null,"matched_holdings":[],"matched_watchlist":[],"stub_version":"v1","why_you":""},"related_tickers":["USAR"],"risk_level":"medium","theme_keys":[],"thesis":"Form 8-K \u00b7 USA Rare Earth, Inc. \u00b7 Filed 20260420; USAR entered into a definitive Agreement and Plan of Merger on April 19, 2026.; The merger is between SVRE and a USAR subsidiary (Middlebury Merger Sub Ltd.), with Merger Sub surviving as an indirect, wholly owned subsidiary of USAR. \u2014 Signal convergence: USAR entered into a definitive Agreement and Plan of Merger on April 19, 2026 to merge SVRE with and into a USAR subsidiary, with consideration of $300,000,000 cash and 126,849,307 USAR shares expected to be paid at the"},"ready_at":"2026-04-21T06:16:05.762102+00:00","status":"ready","summary":"Form 8-K \u00b7 USA Rare Earth, Inc. \u00b7 Filed 20260420; USAR entered into a definitive Agreement and Plan of Merger on April 19, 2026.; The merger is between SVRE and a USAR subsidiary (Middlebury Merger Sub Ltd.), with Merger Sub surviving as an indirect, wholly owned subsidiary of USAR. \u2014 Signal convergence: USAR entered into a definitive Agreement and Plan of M","title":"[THESIS] USAR \u2014 USAR entered into a definitive Agreement and Plan of Merger on April 19, 2026 to merge SVRE with and into a USAR subsidiary, with consideration of $300,000,000 cash and 126,849,307 USA","updated_at":"2026-04-21T06:16:05.762102+00:00"}
TEXT NOT NULL
source_ref
NULL
TEXT
confidence
REAL (default 0.0
dedupe_key
artifact_opportunity_thesis:artf_thesis_1e266024409052d8
TEXT
episode_id
NULL
TEXT
created_at
2026-04-21T06:16:22.054566+00:00
TEXT NOT NULL (default strftime('%Y-%m-%dT%H:%M:%fZ','now')
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