SQLite Web: event

seq

Primary key. INTEGER

id

TEXT NOT NULL

kind

TEXT NOT NULL

ts

TEXT NOT NULL

actor

TEXT

subject_entity_ids

TEXT

payload

{"artifact_id":"artf_thesis_1ac0f4679198f54b","evidence_event_ids":["evt_680b235052c0"],"kind":"opportunity_thesis","meta":{"confidence":0.46,"lane":"monitor","morning_holdback":false,"rank_score":0.46,"theme_keys":["onshoring_industrials","ai_infrastructure","space_orbital"],"urgency_reason":"not_urgent","urgent":false},"output_json":{"artifact_kind_detail":"research_thesis","catalysts":[],"confidence":0.46,"decision_reason_codes":["research_thesis","evidence_forward_guidance_miss","evidence_q1_beat_present","no_14d_catalysts_provided","cross_theme_link_requires_confirmation"],"headline":"Netflix beat Q1 2026 expectations, but its Q2 2026 revenue and EPS forecasts were below analysts\u2019 expectations, and the stock closed below $100 the day after the report.","investigation_questions":["How do Netflix\u2019s Q2 2026 revenue and EPS forecast deltas versus analysts\u2019 expectations compare to the magnitude of the Q1 beat (i.e., is the market reaction consistent with the size of the forward miss)?","What specific drivers are cited for the Q2 forecast shortfall (e.g., demand, monetization, competition, or other operational factors) in the same source material?","Do NVDA and INTC show contemporaneous changes in forward-looking expectations (e.g., guidance/consensus revisions) that align with a broader \u201cgrowth/AI compute\u201d risk-on or risk-off shift around the same timeframe?","Is the \u201cclose below $100\u201d reaction persistent in subsequent sessions, or does it fade quickly\u2014suggesting the move was more sentiment-driven than fundamentals-driven?","Within the provided theme set, does Netflix\u2019s move correlate more with general growth/earnings sensitivity than with any onshoring/industrial or AI-infrastructure-specific narrative?"],"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":["NFLX","NVDA","INTC"],"risk_level":"medium","theme_keys":["onshoring_industrials","ai_infrastructure","space_orbital"],"thesis":"Even with a Q1 beat, Netflix\u2019s weaker-than-expected Q2 revenue/EPS outlook suggests the market may be repricing near-term growth expectations. For a swing-trader/investor, this creates a setup where relative strength/weakness in high-beta growth and adjacent AI/compute beneficiaries (e.g., NVDA, INTC) can be cross-checked against whether the broader tape is rewarding \u201cearnings beats\u201d or \u201cforward guidance.\u201d"},"ready_at":"2026-04-21T22:52:53.513275+00:00","status":"ready","summary":"Even with a Q1 beat, Netflix\u2019s weaker-than-expected Q2 revenue/EPS outlook suggests the market may be repricing near-term growth expectations. For a swing-trader/investor, this creates a setup where relative strength/weakness in high-beta growth and adjacent AI/compute beneficiaries (e.g., NVDA, INTC) can be cross-checked against whether the broader tape is","title":"[THESIS] NFLX \u2014 Netflix beat Q1 2026 expectations, but its Q2 2026 revenue and EPS forecasts were below analysts\u2019 expectations, and the stock closed below $100 the day after the report.","updated_at":"2026-04-21T22:52:53.513275+00:00"}

TEXT NOT NULL

source_ref

TEXT

confidence

REAL (default 0.0

dedupe_key

TEXT

episode_id

TEXT

created_at

TEXT NOT NULL (default strftime('%Y-%m-%dT%H:%M:%fZ','now')

event_store.db — events

Update row 475026 in events