Notes

A news scan found the headline that TSM's August revenue was unchanged. The issuer's September 10 table was read at 21:01 UTC, showing August revenue of NTD 5,148,060, which is a 53.3% increase from the same time last year. This information is unaudited, meaning it has not been officially verified, and no corrections have been made. Note that revenue refers to the total amount of money earned from sales, not the actual cash received or the increase in production capacity. https://investor.tsmc.com/english/monthly-revenue/2026

A news scan found the headline 'FTK POST910 Saudi forecast not new receipt'. This is a report about a company's forecast. On September 10, a document was read at 21:01, which said that international sales will be more than 40 million in the second half of the year, compared to 12.6 million in the first half of the year. The company also plans to keep its supply operation going until mid-2027. A recent filing with the Securities and Exchange Commission on September 9 did not have any new information. There is no proof of a new paid invoice or a change in billing status. The forecast was made by the company itself, not by an independent source. https://www.sec.gov/Archives/edgar/data/928054/000092805426000087/ex992-lakestreetinvestor.htm ; https://data.sec.gov/submissions/CIK0000928054.json

A news scan found the headline that on September 10, a new ownership filing was made by GD, but no instrument related to the delivery of an aircraft was verified. The latest Form 4 filing, which is a document that reports changes in ownership, was made at 21:01:30 UTC and is available with the accession number 0001193125-26-387811, replacing the previous one from September 4. However, the system used to browse ownership documents is not working, so no conclusions can be made about aircraft deliveries. As of September 9, also known as Patriot Day, at 21:01, a check of a list of instruments related to the White House did not find any new ones specifically about aircraft, but this does not prove anything conclusively about regulatory compliance. https://data.sec.gov/submissions/CIK0000040533.json ; https://www.whitehouse.gov/presidential-actions/

A news scan found the headline that on September 10, at 21:01:30 UTC, the latest filing was from August 21, which is an 8-K/A form with the number 0001437749-26-028689, and this was followed by a 10-Q and 8-K form on August 11. The actual termination of Abilene and the amount of residual cash have not been confirmed, and the fact that there has been no new filing does not necessarily mean that there is a delay. The primary list of issuer filings has been checked and the recent list has been reviewed. https://data.sec.gov/submissions/CIK0001120370.json

A news scan found the headline that the archived conference replay of AVAV from September 10 remains inaccessible. The conference, which took place at 12:50 EDT on September 10, was archived on the issuer's page, but attempts to access it at 21:01 UTC resulted in a browser retrieval error and a direct HTTP 404 error at 21:01:45 UTC. The reason for the commentary is unknown and there is no verified update on cash delivery. The issuer is the closest source to the event, but it may have a commercial bias. https://investor.avinc.com/news-events/events-and-presentations ; https://event.summitcast.com/view/e82pfcbT4UwH79PoqVE5jB/FdrSzAFqDzzqoXN2PC5xKh

A news scan found the headline 'CLOSE910 ledger and collector receipt audit'. At 19:41, a tool reviewed closed lots for FRO and STNG, which is a type of stock ticker, and found that the operator had liquidated, meaning sold, and there were zero open, pending, or closing lots. The fund had cash of $278.67, an account balance of $850.99, and a capital of $212.7475 from the session. A job, which refers to a task, numbered 173, actually ended at 19:30:19, and 21 out of 21 attempts were made, with the next attempt scheduled for 20:30:15, and there are 7 runs left. There were gaps, or missing data, for Bombardier and CENTCOM, which are likely company or organization names. Other active lots, which are groups of stocks, numbered 12, 18, 36, and 73, were retained, meaning kept. There were two wins, and no empirical loss, which means a loss based on experience, or calibrated slippage counterfactual, which refers to a measure of potential loss. No orders to buy or sell were placed. query_trades fund=supply ; query_research fund=supply ; list_jobs fund=supply

A news scan found the headline 'MAERSK-B.CO CLOSE910 typhoon hash is not dated new disruption'. According to a Carrier article from September 4, read at 19:43, port congestion and network adjustments are expected to take weeks to recover from, with no paid net back. The article claims that 14 ports are reliable, citing SeaIntelligence as a source, but notes that this information is secondary and not from 14 independent sources. The collector hash has changed, but there is no newly dated update established. The carrier shows commercial bias towards the superiority of Gemini, and as a result, no trade was made. https://www.maersk.com/news/articles/2026/09/04/east-asia-typhoon-season-impacting-logistics

A news scan found the headline that the AVAV CLOSE910 conference was moved to the archive on September 10 at 12:50 EDT, after being listed as upcoming at 18:30. The same link for the Summit cast now gives a 404 error at 19:42:33 and 19:43. There is no conference transcript or slides in the inspected archive. The status change may be due to a possible hash change, but it does not include new cash commentary. The Q1 baseline free cash flow of -35.954 million, with an AxS of 18.003% and an SCDE of -6.613%, remains the same as previously verified, with no new commentary added. https://investor.avinc.com/news-events/events-and-presentations ; https://event.summitcast.com/view/e82pfcbT4UwH79PoqVE5jB/FdrSzAFqDzzqoXN2PC5xKh

A news scan found the headline that on September 10, at 19:42, the table for August 2026 showed TSM's revenue was NT$514,806, which is a 53.3% increase from the same time last year, or year over year, which means compared to the same period in the previous year. The revenue remained unchanged at lunchtime. The revenue does not reflect new accepted capacity or cash. https://investor.tsmc.com/english/monthly-revenue/2026

A news scan found the headline 'FTK CLOSE910 Saudi guidance remains forecast'. A regulatory filing, known as an 8-K, was made on September 9, with the identifier 0000928054-26-000087. According to this filing, Browserdeck will keep its international operations going for more than 40 million through mid-2027, which is more than the 12.6 million in the first half of the year. The company confirmed that there are no new paid invoices and that billing is on standby. The baseline from August 6 was kept. A calculation, using a method called Python, found that the expected return was -7.62944496 percent. Another method, called raw half Kelly, found a return of -0.1946214086 percent. No new test of the system, known as a backtest, was done. https://data.sec.gov/submissions/CIK0000928054.json ; https://www.sec.gov/Archives/edgar/data/928054/000092805426000087/ex992-lakestreetinvestor.htm

A news scan found the headline about the latest Form 4 on September 4 at 19:42:34. Another scan found the latest news on September 9, Patriot Day, and September 8, regarding Canadian product actions, at 19:43. No specific instrument or cash delivery related to Bombardier was found in reliable sources. A threat to aircraft was already reported in the media on September 8, but this is not new evidence. A challenge related to Bombardier, listed as Job 173, and a CENTCOM error remain unresolved. https://data.sec.gov/submissions/CIK0000040533.json ; https://www.whitehouse.gov/presidential-actions/

A news scan found the headline 'BWEN CLOSE910 all-form SEC and completion coverage'. The Securities and Exchange Commission, or SEC, which is a government agency that regulates companies, has a filing from August 21, 2019, at 9:42:34, with the number 8-K/A0001437749-26-028689, and there are no newer filings in the recent list. A search of the company's records from May 5 found the original expected completion date of September 5 for a lease end, but this was not the actual completion date. It is still unknown how much cash is left over and what the terms of termination are, but there is no evidence of a delay. A specific search for exact 8K filings, which are reports of significant events, missed some amendments, or changes, to the original filings. https://data.sec.gov/submissions/CIK0001120370.json ; https://investors.bwen.com/investor-news/investor-news-details/2026/Broadwind-Announces-Strategic-Exit-From-Wind-Market-With-Sale-of-Abilene-Facility-Pivots-to-Become-Pure-Play-Precision-Manufacturer-Supporting-Power-Generation-and-Critical-Infrastructure-Markets-and-Withdraws-2026-Financial-Guidance/default.aspx

An agency released information on September 10 at 10:00 EDT, which was labeled as CB26-136, regarding July 2026 data. This information was obtained at 19:42:34 and retrieved using a tool called pypdf. The data showed that seasonally adjusted nominal sales for the electrical industry, which is classified as NAICS 4236, were $111,485 million in July, compared to $111,385 million in June, which is a 0.1% increase. The inventory level was $100,128 million in July, compared to $97,912 million in June, which is a 2.3% increase. The inventory to sales ratio for July was 0.90. The total sales for the industry were $801.3 billion, which is a 0.8% increase, and the total inventory was $958.9 billion, which is a 1.3% increase. The inventory to sales ratio for the total industry was 1.20. The electrical data did not change at lunchtime, and the rounded growth rate implies an inventory intensity of 2.197802%. There is no inference about August PPI volume. https://www.census.gov/wholesale/pdf/mwts/currentwhl.pdf

A news scan found the headline 'XLE CLOSE 910 EIA later PDF recovered and current vintage verified'. Fetched at 19:42:34 UTC on September 10, the data from the agency for the week of September 4 showed that crude exports were 3.417 million barrels per day, which is a decrease of 1.066, and product exports were 8.451 million, which is an increase of 1.038, resulting in a total of 11.868 million, a decrease of 0.028. Total commercial petroleum stock was 1248.641 million, an increase of 6.299 million, while crude only stock was 424.069 million, a decrease of 0.390 million. A recovered PDF file from the Weekly Petroleum Status Report now contains 9/4/26 tables and shows 97.8% utilization, filling a coverage gap from August 28. The PDF also shows that distillate is 13% below the 5-year average, and propane is 27% above, with a four-week total supply that is 3.7% lower than the same period last year. These are primary estimates from the agency, not final numbers or earnings reports from companies. A technical issue was resolved by installing pypdf in an isolated area after pdftotext was missing, and a browser issue with decoding CSV files was fixed with a direct 200 response. https://ir.eia.gov/wpsr/table7.csv ; https://ir.eia.gov/wpsr/table1.csv ; https://www.eia.gov/petroleum/supply/weekly/pdf/wpsrall.pdf

A September 9 filing for the August 1 quarter, as seen on pages 18:31–32, reported that AVAV has remaining fully funded obligations of $1,457.822 million. The company expects to recognize 78% of this amount in fiscal year 2027 and 22% in fiscal year 2028 or beyond. It is important to note that revenue recognition does not necessarily mean collection. In Item 1A, the company stated that there has been no material change to the risk factors outlined in the fiscal year 2026 10-K report. Additionally, the absence of a supplier keyword match does not necessarily mean there is zero supplier exposure. The prior annual risk analysis from 2018 remains the baseline for comparison. https://investor.avinc.com/node/21396/html

On September 8, the OESX200 data center order was released on the homepage, and on September 15 at 16:30 EDT, a conference was held. The changes to the page hash do not mean a new contract was established. The advisory route, called ACP, was blocked with a 403 error, and an attempt to access a PDF file was also blocked with a 403 error at 18:31:13. The August monthly operations report was not read, and no transit numbers were found. A direct access attempt to AVAV Summitcast at 18:30:38 resulted in a 404 error, which confirms a browser failure. No new operational comments were verified, but this does not mean that none occurred. https://investor.oriones.com/ ; https://pancanal.com/en/maritime-services/advisories/ ; https://pancanal.com/wp-content/uploads/2026/09/ADV-34-2026-Monthly-Canal-Operations-Summary-August-2026.pdf ; https://event.summitcast.com/view/e82pfcbT4UwH79PoqVE5jB/FdrSzAFqDzzqoXN2PC5xKh

A news scan found the text: Browser at 18:31 reads a document filed on September 9 for a September 10 conference. The document says that international sales for the second half of the year will be more than 40 million, compared to 12.6 million in the first half. The project will operate until mid-2027. The forecast does not include unpaid invoices. A browser recovered a document from the SEC, number 403. A trade from September 10 was reused, with a win of 30 and a loss of 29, and a percentage of 60.7341% for wins and 29.95217% for losses. A computer program called Python calculated the mean to be -7.62944496%. The half Kelly, a measure of risk, was calculated to be -0.1946214086, but was clipped to 0. There is no new test of the system or current price. The previous quarter's Kelly agrees with this result. The half Kelly follows the current instruction for sizing, which is a way of deciding how much to invest. https://www.sec.gov/Archives/edgar/data/928054/000092805426000087/ex992-lakestreetinvestor.htm ; https://runway.adityaperswal.workers.dev/data/stock-bars ; frozen analyses1895/2238/2266

The issuer released its financial results for the quarter ended August 1 on September 9 at 16:10 EDT. The operating cash flow was $13.496 million, with equipment costs of $44.033 million and capitalized software costs of $5.417 million, resulting in a total of -$35.954 million, which is -7.482778% of revenue. The revenue was $480.490 million. The AxS segment had an EBITDA of $62.285 million, which is 18.003058% of its revenue of $345.969 million. The SCDE segment had an EBITDA of -$8.896 million, which is -6.613094% of its revenue of $134.521 million. These calculations are based on unaudited financials and show that demand is not consistently profitable across all segments. There is no update on a conference call. https://investor.avinc.com/news-releases/news-release-details/aerovironment-announces-fiscal-2027-first-quarter-results

A browser check at 18:30 confirms that an event for AVAV occurred on September 10 at 12:50 EDT, as previously announced on August 27, with a promise of an archived webcast. The list of issuer events includes slides from September 9 for the first quarter, but does not include a transcript of the September 10 conference. A search using the Summitcast browser resulted in a 404 error, so a direct fallback search is pending. A limited search of the original site found an announcement of the conference, but no new transcript of the operations discussion. The fact that the transcript could not be found does not necessarily mean that no new comments were made, as the issuer still labels the event as upcoming, which may not reflect the actual status of the event's completion. https://investor.avinc.com/events/event-details/2026-jefferies-global-industrials-conference ; https://investor.avinc.com/news-events/events-and-presentations ; https://event.summitcast.com/view/e82pfcbT4UwH79PoqVE5jB/FdrSzAFqDzzqoXN2PC5xKh

A live query from 18:29 to 18:30 found no open, pending, or closing supply lots, only closed lots for FRO6 and STNG3, which were liquidated by the operator. The current cash supply is 278.67, equity is 850.99, and position cap is 212.7475. There are five active jobs: 12, 18, 36, 73, and 173. Job 173 last ran at 18:15:38 and completed 21 out of 21 attempts, with the next run scheduled for 19:15:35 and 8 runs left. Issues with the Bombardier challenge and CENTCOM error remain, and job 36 had an AI.PA403 and MOFCOM timeout. Job 73's exact 8K filter missed amendments and did not measure new current prices. On September 9, job 12 analyzed FRO with a price of 47.23, compared to the prior price of 46.57, and an ADR of 1.23325, and STNG with a price of 82.845, compared to the prior price of 82.345, and an ADR of 1.68125, which was a descriptive IEX breakout, but it was not eligible for execution and did not have fresh quotes. query_trades fund=supply ; list_jobs fund=supply ; user 2026-09-10T18:28:48.785Z account snapshot

At 16:34 UTC, a calculation was made, which was not a new backtest. Crude exports decreased by 23.7787% week over week for products, and increased by 14.0024% for total, with a change of -0.23537%. The current 7-day volumes are 23.919, 59.157, and 83.076 million barrels, with changes of -7.462, +7.266, and -0.196 million. Electrical monthly stock increased by $2.216 billion, while sales increased by $0.100 billion, resulting in a ratio of 0.89813 compared to 0.87904. The FTK, or a financial metric, is 19.6007341% for a win and 19.2995217% for a loss, with a mean of -7.62944496%. The raw quarter Kelly, a measure of investment return, is -0.0973107043, which was clipped to 0. The volumes were derived from rounded daily estimates, and the weekly survey is not a pure seaborn cargo, meaning it is not a completely accurate measure of cargo volumes. Additionally, two operator wins were not used for calibration, which is the process of adjusting a model to fit the data. https://ir.eia.gov/wpsr/table1.csv ; https://ir.eia.gov/wpsr/table7.csv ; https://www.census.gov/wholesale/pdf/mwts/currentwhl.pdf ; frozen analysis2238

The LUNCH910 ledger and collector coverage report shows that OnlyFRO6 and STNG3 have been closed due to operator liquidation, with no open, pending, or closing positions. The fund's current status is: cash is $278.67, account balance is $850.99, capital is $212.7475, and risk is $8.5099. There are jobs scheduled at 12, 18, 36, 73, and 173, with the last job ending at 16:01 and the next jobs starting at 17:01, 18:01, and 19:01, all before 19:40. A challenge with Bombardier and an error with CENTCOM were reported, as well as a job 36 AI.PA 403 and a MOFCOM timeout. Job 73 had an exact 8K miss due to missing amendments, which was supplemented manually by the Securities and Exchange Commission, or SEC, which is a government agency that regulates stocks. A note mentions that hash changes are not news, meaning they are not significant or noteworthy, where hash refers to a type of digital fingerprint. query_trades fund=supply ; list_jobs fund=supply ; user16:30:55UTC snapshot

The August Producer Price Index route for the XLI, which was released in September 2010, was rechecked at 16:31 UTC and still shows the 2026 M08 route. The previously recorded final numbers were a 0.4% increase from the previous month and a 5.4% increase from the same time last year, and the intermediate processed goods numbers were a 1.8% and 11.5% increase, which are still relevant. There were no new revisions made this time. Note that the August Producer Price Index should not be subtracted from the July wholesale numbers to calculate real growth. https://www.bls.gov/news.release/ppi.nr0.htm

A news scan found the headline that TSM's August revenue was unchanged. The issuer's 2026 table shows August revenue was 514,806 NTD, which is a 53.3% increase from the same time last year. The July revenue was 467,580. The year-to-date revenue is 3,386,870, which is a 39.3% increase. This information is unaudited, meaning it has not been officially verified. No new cash or correction was verified. https://investor.tsmc.com/english/monthly-revenue/2026

A news scan found the headline 'FTK LUNCH910 FTK cash forecast unchanged'. According to the SEC's latest update on September 9, the international forecast for the second half of the year is more than 40 million, compared to 12.6 million in the first half. The project is expected to be extended until mid-2027. In the first quarter of Phase 1, revenue was 5.9 million, but initial generation was paused due to infrastructure delays. Discussions for Phase 2 are ongoing. There are no paid invoices from Saudi Arabia, and the restart and standby signature have not been verified. The pause was already announced on August 6, and this is not a new conference event. The issuer's advocacy and forecast do not affect receipts. https://www.sec.gov/Archives/edgar/data/928054/000092805426000087/ex992-lakestreetinvestor.htm ; https://data.sec.gov/submissions/CIK0000928054.json