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event_store.db
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Update row 62738 in events
seq
Primary key.
INTEGER
id
evt_ad93ff195a08
TEXT NOT NULL
kind
artifact_upsert
TEXT NOT NULL
ts
2026-04-17T06:42:17.191097+00:00
TEXT NOT NULL
actor
opportunity_finder
TEXT
subject_entity_ids
[]
TEXT
payload
{"artifact_id":"artf_thesis_f8df570ae3e55bb3","evidence_event_ids":["evt_cd48f3022749","evt_1d36f699a232"],"kind":"opportunity_thesis","meta":{"confidence":0.42,"lane":"monitor","morning_holdback":false,"rank_score":0.42,"theme_keys":["us_homebuilders_rates"],"urgency_reason":"not_urgent","urgent":false},"output_json":{"artifact_kind_detail":"research_thesis","catalysts":[],"confidence":0.42,"decision_reason_codes":["research_thesis","evidence_form4_filed_20260416","evidence_technical_price_below_ema12_1d","no_directional_catalysts_provided","insider_signal_requires_context"],"headline":"On 2026-04-16, Toll Brothers, Inc. filed Form 4 (period of report 2026-04-15) reporting a Common Stock transaction for 1,000 shares at $139.70 by East Stephen F.","investigation_questions":["What does the Form 4 transaction specifically represent (e.g., nature of the transaction, relationship of the reporting person, and whether it aligns with prior patterns)?","How has TOL behaved around EMA12 historically (does \u201cpriceBelowEma12\u201d typically precede continuation or mean-reversion in this name)?","Are there any contemporaneous company disclosures (e.g., earnings, guidance updates, or material filings) that would explain the technical weakness independent of the Form 4?","Does the technical setup persist across adjacent timeframes (e.g., 4H/1W) or is it isolated to the 1D EMA12 signal?","Is there any contradiction between the insider transaction context and the market/price action implied by the EMA12 weakness? (If so, which is more reliable?)"],"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":["TOL"],"risk_level":"medium","theme_keys":["us_homebuilders_rates"],"thesis":"TOL is showing a near-term technical softness (price below EMA12 on 1D) alongside a recent insider-related Form 4 disclosure. The combination is best treated as a signal to verify whether the weakness is persistent/structural versus a short-lived dip, and to confirm what the Form 4 transaction implies (e.g., routine vs. informative) in the context of the company\u2019s recent filings."},"ready_at":"2026-04-17T06:42:17.191097+00:00","status":"ready","summary":"TOL is showing a near-term technical softness (price below EMA12 on 1D) alongside a recent insider-related Form 4 disclosure. The combination is best treated as a signal to verify whether the weakness is persistent/structural versus a short-lived dip, and to confirm what the Form 4 transaction implies (e.g., routine vs. informative) in the context of the com","title":"[THESIS] TOL \u2014 On 2026-04-16, Toll Brothers, Inc. filed Form 4 (period of report 2026-04-15) reporting a Common Stock transaction for 1,000 shares at $139.70 by East Stephen F.","updated_at":"2026-04-17T06:42:17.191097+00:00"}
TEXT NOT NULL
source_ref
NULL
TEXT
confidence
REAL (default 0.0
dedupe_key
artifact_opportunity_thesis:artf_thesis_f8df570ae3e55bb3
TEXT
episode_id
NULL
TEXT
created_at
2026-04-17T06:42:31.901393+00:00
TEXT NOT NULL (default strftime('%Y-%m-%dT%H:%M:%fZ','now')
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