Notes

A news scan found the headline about SAIL's Q2 results. The information was retrieved on September 9, before the market opened, and was originally issued on September 9, 2026. This data comes from the company's management presentation, which may have some bias, and has not been independently confirmed. The company's revenue increased by 25%. SAIL's SaaS, or software as a service, revenue was 847 million USD, which is a 36% increase. 97% of the new revenue came from new SaaS sales. The company also acquired Entro this quarter, but the exact contribution of this acquisition to the revenue is not specified. https://investor.sailpoint.com/static-files/b83fe64e-3bb0-41aa-aa9a-acf0940242e4

A news scan found the headline 'ASO H1 tariff refund claims remittance USDm' retrieved on September 9 premarket. The information originated from the issuer on September 9, 2026, and is based on the company's financial disclosure and management presentation, which may have bias and has not been independently verified. The company reported a financing outflow that has been classified, with a cash flow of $349.022 million from operations, $111.464 million from investing, and an adjusted free cash flow of $237.558 million. The company needs to provide a full 10Q refund financing bridge before it can be determined if the cash flow is recurring. https://www.sec.gov/Archives/edgar/data/1817358/000181735826000146/exhibit991pressreleaseq220.htm

A news scan found the headline about ASO's Q2 operating cash flow in USD millions. Retrieved on September 9 premarket, this information comes from the issuer on September 9, 2026, and is based on the company's financial disclosure and management presentation, which may have bias and has not been independently verified. The prior operating cash flow was 78.575, with 72.467 spent on investing compared to 56.911 previously, and the adjusted free cash flow was 115.949 compared to 21.664. This includes refunds from IEEPA tariffs, which refers to a type of trade regulation. https://www.sec.gov/Archives/edgar/data/1817358/000181735826000146/exhibit991pressreleaseq220.htm

A news scan found the headline that ASO's fiscal year gross margin midpoint percent was retrieved on September 9 premarket. The information originated from the company on September 9, 2026, and is based on a management presentation, which may have bias and has not been independently confirmed. The gross margin was raised from 34.5-35.0 percent to 35.5-36.0 percent, and the adjusted free cash flow guide was increased from 250-300 million to 300-350 million, using unreconciled forward non-GAAP numbers, which means it does not follow standard accounting principles. https://www.sec.gov/Archives/edgar/data/1817358/000181735826000146/exhibit991pressreleaseq220.htm

A news scan found the headline about ASO's fiscal year adjusted earnings per share midpoint in US dollars. Retrieved on September 9 premarket, the information originated from the issuer on September 9, 2026, which is the closest corporate financial disclosure, and may reflect management presentation bias without independent corroboration. The adjusted earnings per share range was raised from 6.40-6.80 to 6.50-6.90, the diluted share guide was changed from 66 million to 64.5 million, the adjusted net income range of 420-445 million remained unchanged, and the sales range of 6230-6355 million also remained unchanged. https://www.sec.gov/Archives/edgar/data/1817358/000181735826000146/exhibit991pressreleaseq220.htm

A news scan found the headline regarding ASO inventory in USD million. The information was retrieved on September 9, premarket. The data originated from the issuer on September 9, 2026, which is based on the closest corporate financial disclosure and management presentation, but it does not have independent corroboration. The inventory increased by 4.4% year over year, with a decrease of 2.3% in per-store dollars and 5.6% in units. There are now 327 stores, compared to 306, with three new stores opened in the second quarter. https://www.sec.gov/Archives/edgar/data/1817358/000181735826000146/exhibit991pressreleaseq220.htm

A news scan found the headline about ASO's Q2 earnings. Retrieved on September 9 premarket, the information is from the issuer as of September 9, 2026, which is the closest corporate financial disclosure, but it may be biased from the management presentation and has not been independently corroborated. The GAAP EPS increased by 17.3 percent. The net income is 137.9 million, which is a 10.0 percent increase. The adjusted EPS is 2.31, which is a 19.1 percent increase. The net tariff refund had an impact of 0.06 on the EPS, including reinvestments. https://www.sec.gov/Archives/edgar/data/1817358/000181735826000146/exhibit991pressreleaseq220.htm

A news scan found the headline about ASO Q2 sales in USD million. Retrieved on September 9 premarket, the information is from the issuer as of September 9, 2026, which is based on the closest corporate financial disclosure and management presentation, but it has not been independently verified. The sales increased by 3.0 percent, with comparable sales decreasing by 0.4 percent, ecommerce sales increasing by 12.8 percent, and new store comparable sales in the mid single digits, although the return on investment for new stores is not provided. https://www.sec.gov/Archives/edgar/data/1817358/000181735826000146/exhibit991pressreleaseq220.htm

A news scan found the headline about CHWY's acquisition spending in USD millions. Retrieved on September 9 premarket, the information is from the issuer, dated September 9, 2026, which is the closest corporate financial disclosure, and is based on a management presentation, which may have bias and is not independently corroborated. The company spent 378.0 million dollars on Modern Animal and 174.8 million dollars on SmartPak. In the first half of the year, the company received 591.7 million dollars from term loan proceeds, used 400 million dollars for repurchases, and 68.7 million dollars for award tax withholding. It is noted that acquisitions are not part of the company's recurring free cash flow. https://www.sec.gov/Archives/edgar/data/1766502/000162828026061018/chwy-20260802.htm

A news scan found the headline about CHWY Q2 Autoship sales in USD million. Retrieved on September 9 premarket, this information comes from the issuer on September 9, 2026, which is the closest corporate financial disclosure, and may reflect management presentation bias without independent corroboration. The sales increased by 9.3% compared to 2576.9 million, and Autoship sales made up 84.6% of total sales, up from 83.0%. https://www.sec.gov/Archives/edgar/data/1766502/000162828026061018/chwy-20260802.htm

A news scan found the headline about CHWY active customers. As of September 9, 2026, before the market opened, the company reported that it had 20.906 million active customers. This is a 3.8% increase from the previous year. The number includes 43,000 SmartPak customers, but does not include new customers from Modern Animal. The company's stock price was $602, compared to $591. https://www.sec.gov/Archives/edgar/data/1766502/000162828026061018/chwy-20260802.htm

A news scan found the headline about CHWY's Q2 operating cash flow in USD millions. Retrieved on September 9 premarket, this information comes from the issuer on September 9, 2026, which is the closest corporate financial disclosure, but it may be biased towards management's presentation and has not been independently corroborated. The prior operating cash flow was 133.9 million USD, with capital expenditures of 47.9 million USD compared to 28 million USD, and free cash flow was 89.5 million USD compared to 105.9 million USD. For the first half of the year, the operating cash flow was 245.9 million USD and 220.3 million USD, and the free cash flow was 160.3 million USD and 154.6 million USD. https://www.sec.gov/Archives/edgar/data/1766502/000162828026061018/chwy-20260802.htm

A news scan found the headline about Chewy Inc's second quarter financial results, retrieved on September 9 before the market opened. This information comes from the company itself, dated September 9, 2026, and is based on a management presentation, which may have some bias and has not been independently verified. The company's margin was 6.8%, which is higher than the previous 5.9%. The net income according to Generally Accepted Accounting Principles was 80.5 million US dollars, compared to 62 million US dollars previously. The company also reported 85.9 million US dollars in stock-based compensation and tax, compared to 79.1 million US dollars previously. This does not include 24 million US dollars from a legal settlement. https://www.sec.gov/Archives/edgar/data/1766502/000162828026061018/chwy-20260802.htm

A news scan found the headline about CHWY's Q2 gross margin percent, retrieved on September 9 premarket. The information comes from the issuer on September 9, 2026, which is the closest corporate financial disclosure, and may be subject to management presentation bias, without independent corroboration. The gross margin percent is flat year over year, and the current quarter includes about $10 million in tariff and rebate reimbursements, similar to the prior year which also had nonrecurring vendor reimbursements. https://www.sec.gov/Archives/edgar/data/1766502/000162828026061018/chwy-20260802.htm

A news scan found the headline about CHWY's Q2 net sales in USD millions. Retrieved on September 9 premarket, this information comes from the issuer on September 9, 2026, and is based on the company's financial disclosure and management presentation, which may have some bias and has not been independently confirmed. The sales increased by 7.3% year over year, and excluding SmartPak and Modern Animal, the increase was 5.7%, compared to 6.3% organic growth in the first half of the year. https://www.sec.gov/Archives/edgar/data/1766502/000162828026061018/chwy-20260802.htm

This information replaces the previous understanding of quarterKelly in sections 18286-91. The formula to calculate the amount of capital is: capital = (probability of win / loss - (1 - probability of win) / win) / 4, and the risk unit is equal to capital times loss. The holdout periods are based on time only, 1.5 times the average daily range, and 2 times the average daily range. The base capital fractions are 2.70265591, 0.160922868, and 0.458159639, and the stress capital fractions are 1.612897767, 0, and 0.182462037. The cash caps are limited to more than 1. All operational fractions are currently set to 0 due to uncertainty, selected history, and mandatory exits. The returns and drawdowns remain unchanged. The analysis includes 1685 controls, and the time-only prior cash claim of approximately 2.16 USD has been withdrawn. https://runway.adityaperswal.workers.dev/data/stock-bars?symbols=LOVE,SPY&timeframe=15Min&feed=sip&adjustment=all

A review of the ledger at the start found 3 closed trades, MIRM, IONS, and RARE, all of which were losses. There were 0 open, pending, or closing trades, and 2 operator liquidations were censored from planned horizons. No new orders were placed during this run. The fund's current state is: cash on hand is $49.14, equity is $850.99, nominal risk is 1% or $8.50, and the venue capitalization is 25% or $212.75. Since there were no winning trades observed, the ledger cannot estimate a positive Kelly percentage, which is a measure of the optimal size of a trade, and a small sample size is not proof that all future trades will lose. runway:query_trades?fund=catalyst

The pre-open analysis for LOVE is based on a paper geometry check using the September 8 close price of 16.07 and an ADR, which stands for Average Daily Range, of 20 with a ratio of 0.655065 to 1. The ADR stop is set at 15.414935 and the ADR target is 17.0525975. This analysis does not include live order levels and the holdout of 1677 fails to match. There is no proposal for entry or limit orders. The research, retrieved and calculated on September 9, is for research purposes only and will be validated independently if the evidence is favorable, or verified again if it is adverse or early. No automatic order will be placed. https://runway.adityaperswal.workers.dev/data/stock-bars?symbols=LOVE&timeframe=1Day&feed=sip&adjustment=all

The issuer's information was reverified last week as of September 9. On September 9 at 8 ET, there was a webcast about the OPGx-BEST1 cohort 1 Phase 1/2 results. There is no implied deadline for approval. This information was retrieved and calculated on September 9 for research purposes only. If the evidence is favorable, it will be recorded and validated independently. If the evidence is adverse or comes in early, the plan is to cash out and reverify. No automatic order will be placed. https://ir.opusgtx.com/press-releases/detail/542/opus-genetics-to-present-opgx-best1-cohort-1-clinical-data-in-investor-webcast-and-at-upcoming-leading-ophthalmology-conferences

The issuer has scheduled a call for September 9 at 8:00 ET to discuss the initial results of the SURF302 phase 2 clinical trial. This call is not a guarantee of FDA approval or the first news about the trial. The information will be retrieved and calculated on September 9 for research purposes only. If the evidence is favorable, it will be recorded and validated independently. If the evidence is adverse or comes in early, the response will be to cash out and reverify. There will be no automatic order placed. https://tyrabio.investorroom.com/2026-09-04-Tyra-Biosciences-to-Host-Conference-Call-on-Initial-Results-of-Oral-Dabogratinib-from-the-SURF302-Phase-2-Study-for-IR-NMIBC-on-September-9%2C-2026

On September 9 at 08:08, a direct request was made to check the latest news about TLX. The three most recent items were: on September 1, BiPASS enrollment and FDA pathway news, on August 31, a chair appointment, and on August 19, the company's half-year results. Although there were no newer items in the news feed, this does not mean there is no other news about TLX from the Australian Securities Exchange, the Securities and Exchange Commission, or other sources. The goal to meet the Pixclara deadline by April 10, as stated on August 19, is still in place. Previously, trading was rejected before a decision was made on prices 1481 through 1482 and 1500. A review was chosen for September 10 and no action was taken on either branch, and monitoring will continue on September 22. https://telixpharma.com/feed/

On September 9, a test was run using the momentum strategy with the LOVE symbol, looking back 20 days, over 730 days, with a 5 percent stop loss and a 10 percent target. The test results showed a return of -17.85 percent, compared to a buy and hold return of -22.94 percent. The maximum drawdown was 44.99 percent, the win rate was 32.14 percent, and the average trade return was -0.16 percent, based on 56 trades. This was a diagnostic test, not a validation of events. https://runway.adityaperswal.workers.dev/data/stock-bars?symbols=LOVE&timeframe=1Day&feed=iex

A news scan found the headline 'LOVE Final-session leave-one-out concentration check'. This is a result from a test. The best event was on 2025-04-10. The best entry was on 2025-04-09. The best net percentage gain was 20.82783239712491 percent. The best SPY gross percentage gain was 9.80126189448589 percent. Without the best event, there were 9 events. The mean percentage gain without the best event was -0.5249274819336397 percent. The total percentage gain without the best event was -4.930802056409012 percent. The range of mean percentage gains when leaving one event out was between -0.5249274819336397 percent and 2.0928531046405707 percent. https://runway.adityaperswal.workers.dev/data/stock-bars?symbols=LOVE,SPY&timeframe=15Min&feed=sip&adjustment=all

On September 9, a fixed note, number 1432, was used with a time-only rule for a simulation. The simulation looked at data from 2024 to June 2026, with 10 events. The method used, called Ordinary Least Squares, or OLS, describes what happened, but does not explain why. It also assumes that the future will be like the past, using something called IID bootstrap and simulations, which means the data is independent and identically distributed. The simulation created 50,000 different paths, but this did not change the 10 events. The results showed a mean terminal value of 57.64, with a median of 55.23, and 5th and 95th percentiles of 42.45 and 81.23. There was a 26.78% chance of loss. https://runway.adityaperswal.workers.dev/data/stock-bars?symbols=LOVE,SPY&timeframe=15Min&feed=sip&adjustment=all

A final-session empirical simulation was done on September 9, using a fixed note 1432 with a time-only rule, and a holdout period from 2024 to June 2026 with 10 events. This simulation is descriptive, not causal, and assumes the empirical distribution will not change. It uses a method called Ordinary Least Squares, or OLS, and a statistical technique called IID bootstrap. The simulation ran 50,000 paths and did not change the 10 events. The results showed a fraction of 0.25, with 50,000 paths, 10 events, a mean terminal value of 51.18, and a range of possible outcomes, with a 5th percentile of 47.39, a median of 50.79, and a 95th percentile of 56.34. The probability of loss was 0.25418, or 25.42%. https://runway.adityaperswal.workers.dev/data/stock-bars?symbols=LOVE,SPY&timeframe=15Min&feed=sip&adjustment=all