Notes

fund=supply 2026-09-11T04:45:30.870507+00:00 research only; eligible=0; URL map in job script Maersk OK c1c2759bea0f Typhoon OK 4672d4314359 Hapag OK 8ab284858970 SeaIntel OK 0eeef616fcf3 WH OK 1b8ce73b697a Bombardier CHALLENGE b9b462127c53 GD 2026-08-07 8-K 0001193125-26-340490/d129075d8k.htm | 2026-08-04 8-K 0001193125- CENTCOM ERROR HTTPError FRO ERROR ConnectTimeout STNG OK c54b428d736e ASPI Tue, 08 Sep 26 09:15:00 -0400 asp-isotopes-hosts-inaugural-capital-markets-da ACP OK 111fd2450a7e adv-34-2026-monthly-canal-operations-summary-august-2026.pdf SEI OK 140860f05cb5 OESX OK f7316d1affda Canada OK 09084e6193e2 news.html FTK OK b2455970b637 [('2026-09-09-Flotek-Raises-2026-Guidance-Again-on-Continued-S FTKslides OK 32911d7c68cb [('Lake-Street-Investor-Presentation.pdf', 'Lake Street AVAV OK bc31162c3404 [('f4f2cf5b-081f-4a73-848b-52666a7e9bcc', 'AeroVironment Q1 F SSL OK cd1cb3d694c5 SSLnews OK e90322db91dd ACSArelay OK b8abed2463e0 END 21/21 attempted; hash is not news; ACSA baseline Aug28 not live. fund=supply LPG DAILY research only {"source": "https://runway.adityaperswal.workers.dev/data/stock-bars", "asof": "2026-09-11T04:45:50.068182+00:00", "bar": "2026-09-10T04:00:00Z", "close": 54.41, "prior20closehigh": 55.2, "sma50": 45.523199999999996, "adr20": 1.6902749999999997, "signal": false, "eligible": false, "note": "current UTC date excluded; no live execution validation or automatic order"} END LPG panel attempted; missing data are not a false signal

fund=supply RESEARCH ONLY eligible=0; fixed preregistration90; source=https://runway.adityaperswal.workers.dev/data/stock-bars {"symbol": "FRO", "bar": {"c": 48.44, "h": 48.685, "l": 47.13, "n": 2580, "o": 47.33, "t": "2026-09-10T04:00:00Z", "v": 178094, "vw": 48.124755}, "prior20close": 47.23, "adr20": 1.2444999999999993, "breakout": true, "age_calendar_days": 1, "stale_gt4days": false, "eligible": false, "prospective_start": "2026-09-08", "dividend_warning": "FRO expected NYSE ex Sep18 $2.61; verify raw stops and cash dividends; no capture trade"} {"symbol": "STNG", "bar": {"c": 84.52, "h": 84.74, "l": 83.12, "n": 935, "o": 84.73, "t": "2026-09-10T04:00:00Z", "v": 44860, "vw": 84.32769}, "prior20close": 82.845, "adr20": 1.6507500000000008, "breakout": true, "age_calendar_days": 1, "stale_gt4days": false, "eligible": false, "prospective_start": "2026-09-08", "dividend_warning": "FRO expected NYSE ex Sep18 $2.61; verify raw stops and cash dividends; no capture trade"} fund=supply research only eligible=0 observed=2026-09-11T04:45:31.717035+00:00 VIST https://data.sec.gov/submissions/CIK0001762506.json [["2026-09-08", "6-K", "0001193125-26-384346", "d149550d6k.htm"], ["2026-08-28", "SCHEDULE 13D/A", "0001193125-26-374608", "xslSCHEDULE_13D_X02/primary_doc.xml"], ["2026-08-17", "6-K", "0001193125-26-353206", "d87541d6k.htm"]] SWKS https://data.sec.gov/submissions/CIK0000004127.json [["2026-09-09", "4", "0001976916-26-000003", "xslF345X06/wk-form4_1788985987.xml"], ["2026-09-02", "425", "0001104659-26-104396", "tm2624606d2_425.htm"], ["2026-09-02", "8-K", "0001104659-26-104395", "tm2624606d1_8k.htm"]] CCJ https://data.sec.gov/submissions/CIK0001009001.json [["2026-07-31", "6-K", "0001193125-26-327250", "d307413d6k.htm"], ["2026-07-31", "6-K", "0001193125-26-326768", "d125942d6k.htm"], ["2026-07-27", "SCHEDULE 13G", "0002012383-26-002143", "xslSCHEDULE_13G_X02/primary_doc.xml"]] ALM https://data.sec.gov/submissions/CIK0001670061.json [["2026-08-17", "6-K", "0001493152-2

fund=crypto research-only eligible=0 observed=2026-09-11T04:45:19.545544+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-bars {"symbol": "BTC", "hour": "2026-09-11T03:00:00+00:00", "close": 76864.9, "prior480h_high": 82233.502538071, "complete480": true, "signal": false, "eligible": false, "note": "same frozen rolling threshold; quote/cost/exit and sizing review required"} {"symbol": "ETH", "hour": "2026-09-11T03:00:00+00:00", "close": 2445.725, "prior480h_high": 2565.9, "complete480": true, "signal": false, "eligible": false, "note": "same frozen rolling threshold; quote/cost/exit and sizing review required"} {"symbol": "SOL", "hour": "2026-09-11T03:00:00+00:00", "close": 99.29365, "prior480h_high": 110.5357, "complete480": true, "signal": false, "eligible": false, "note": "same frozen rolling threshold; quote/cost/exit and sizing review required"} END fund=crypto entry watch; observations only, no orders

fund=catalyst RESEARCH ONLY size=0 UTC=2026-09-11T04:45:21.751988+00:00 TBNnews Tue, 08 Sep 26 08:00:00 -0400 Tamboran Delivers First Gas Sales From the Beetaloo Basin https://ir.tamboran.com/news-events/press-releases/detail/49/tamboran-delivers-first-gas-sales-from-the-beetaloo-basin TBNnews Tue, 01 Sep 26 08:00:00 -0400 Tamboran Resources Corporation Announces Commencement of SPCF Commissioning Activities https://ir.tamboran.com/news-events/press-releases/detail/48/tamboran-resources-corporation-announces-commencement-of-spcf-commissioning-activities TBNnews Mon, 20 Jul 26 07:00:00 -0400 Tamboran Successfully Completes Largest Beetaloo Basin Stimulation Program https://ir.tamboran.com/news-events/press-releases/detail/47/tamboran-successfully-completes-largest-beetaloo-basin-stimulation-program CNXC ['CNXC'] [{"filingDate": "2026-08-14", "form": "SCHEDULE 13G", "accessionNumber": "0000930413-26-002515", "primaryDocument": "xslSCHEDULE_13G_X02/primary_doc.xml"}, {"filingDate": "2026-08-13", "form": "SCHEDULE 13G/A", "accessionNumber": "0001167557-26-000183", "primaryDocument": "xslSCHEDULE_13G_X02/primary_doc.xml"}, {"filingDate": "2026-08-06", "form": "SCHEDULE 13G/A", "accessionNumber": "0000315066-26-001965", "primaryDocument": "xslSCHEDULE_13G_X02/primary_doc.xml"}] TBN https://www.tamboran.com/corporate-calendar/ sha=e2dc8bbfdce213e0 US Australian Event February 11, 2026 (PM) February 12, 2026 (AM) FY26 Second Quarter Earnings May 13, 2026 (PM) May 14, 2026 (AM) FY26 Third Quarter Earnings September 25, 2026 (AM) September 25, 2026 (PM) FY26 Annual Earnings November 13, 2026 (AM) November 13, 2026 (AM) FY27 First Quarter Earnings November 2026 November 2026 Annual Meeting NEOV 2026-09-09T15:47:09.043+00:00 https://neovolta.com/blog/home-battery-safety-what-every-homeowner-should-know sha=352ea8322de7b03c Home battery systems are becoming an increasingly important part of how homeowners manage their energy. They can store solar energy for later use, provide

fund=supply eligible=0 2026-09-11T04:30:20.657826+00:00 URLs:journal R91104; bars c/high20/SMA50/ADR/signal; IAI total/daily/GCC kt AXTI iex 2026-09-10 64.680 96.025 62.693 6.526 0 AEHR iex 2026-09-10 93.830 145.555 90.767 8.561 0 PSIX iex 2026-09-10 40.290 42.990 35.248 1.408 0 VSH iex 2026-09-10 31.305 35.420 35.664 1.197 0 POWL iex 2026-09-10 176.840 218.900 211.200 6.415 0 ETN iex 2026-09-10 409.290 459.850 415.111 10.024 0 ATI iex 2026-09-10 198.960 231.705 202.806 6.305 0 IREN iex 2026-09-10 43.625 46.930 40.169 2.917 0 AA sip 2026-09-10 48.300 51.850 48.509 1.972 0 CENX sip 2026-09-10 44.360 48.170 45.668 2.333 0 CSTM sip 2026-09-10 25.990 29.920 28.403 0.978 0 KALU sip 2026-09-10 158.420 189.490 166.195 7.142 0 IAI [('2026 June', 5939.0, 197.967, 276.0), ('2026 July', 6160.0, 198.71, 293.0)] BWEN 2026-08-11 8-K f8k_081026.htm | 2026-05-29 8-K bwen20260527_8k.htm | 2026-05-12 8-K f8k_051226.htm CSTM 2026-07-29 10-Q cstm-20260630.htm | 2026-07-29 8-K cstm-20260729.htm KALU 2026-08-17 8-K kalu-20260812.htm | 2026-07-23 10-Q kalu-20260630.htm CENX 2026-08-06 10-Q cenx-20260630.htm | 2026-08-06 8-K cenx-20260806.htm UAMY 2026-08-25-US-Antimony-Corp-Continued-Mining-Success.pdf LRV 61343239.pdf EGA egas-al-taweelah-smelter-restoration-reaches-25-completion-milestone END 10/10 tasks attempted; errors=missing coverage; no orders

CONVEX research only; delayed trade bars, not executable quotes; START 2026-09-11T04:30:19.290938+00:00 {"dataset": "stock-bars", "status": 200, "cutoff": "2026-09-11T04:10:19.290938+00:00", "next_page": false, "bars": {"HITI": [{"c": 2.57, "h": 2.68, "l": 2.57, "n": 2069, "o": 2.67, "t": "2026-09-09T04:00:00Z", "v": 427538, "vw": 2.593907}, {"c": 2.56, "h": 2.605, "l": 2.545, "n": 1668, "o": 2.57, "t": "2026-09-10T04:00:00Z", "v": 438930, "vw": 2.566222}], "ZUMZ": [{"c": 17.55, "h": 17.86, "l": 17.45, "n": 5094, "o": 17.64, "t": "2026-09-09T04:00:00Z", "v": 157728, "vw": 17.649194}, {"c": 16.71, "h": 17.515, "l": 16.37, "n": 8124, "o": 17.48, "t": "2026-09-10T04:00:00Z", "v": 436755, "vw": 16.798476}], "EPM": [{"c": 3.69, "h": 3.75, "l": 3.63, "n": 3345, "o": 3.75, "t": "2026-09-09T04:00:00Z", "v": 296055, "vw": 3.679172}, {"c": 3.84, "h": 3.87, "l": 3.675, "n": 4283, "o": 3.73, "t": "2026-09-10T04:00:00Z", "v": 559619, "vw": 3.791406}], "HAIN": [{"c": 0.6418, "h": 0.693, "l": 0.6418, "n": 3419, "o": 0.668, "t": "2026-09-09T04:00:00Z", "v": 568077, "vw": 0.663276}, {"c": 0.6395, "h": 0.676, "l": 0.6273, "n": 2988, "o": 0.6542, "t": "2026-09-10T04:00:00Z", "v": 490318, "vw": 0.64553}]}} {"dataset": "option-bars", "status": 200, "cutoff": "2026-09-11T04:10:19.290938+00:00", "next_page": false, "bars": {"HITI261016C00002500": [{"c": 0.34, "h": 0.35, "l": 0.3, "n": 9, "o": 0.3, "t": "2026-09-08T04:00:00Z", "v": 131, "vw": 0.334962}, {"c": 0.31, "h": 0.34, "l": 0.25, "n": 11, "o": 0.34, "t": "2026-09-09T04:00:00Z", "v": 121, "vw": 0.255702}], "HITI261016P00002500": [{"c": 0.18, "h": 0.2, "l": 0.18, "n": 6, "o": 0.2, "t": "2026-09-09T04:00:00Z", "v": 110, "vw": 0.190909}, {"c": 0.16, "h": 0.2, "l": 0.16, "n": 5, "o": 0.2, "t": "2026-09-10T04:00:00Z", "v": 90, "vw": 0.164444}]}} END 2026-09-11T04:30:24.941523+00:00

Decision2542 unchanged: supply278.67cash. Main discovery: IAIJuly+3.72%monthly only+0.3753%daily/GCC-43.98%yoy; EGA315cellsAug26 notcurrentdeliveredoutput. USregionalpremiums anddownstreamconversion/scraprents requirecash/energyterms. CSTM129mnoncashlag/439mEBITDA, exlag310m; NovelisOswegorestartedJune so rollingrentnotpermanent. CSTMtrain-38.61/test+31.78N15;KALUtrain-14.05/test+47.76N17;CIscross0 and4signalsfalse. Trainingquarterprobe0/$0.375, stressKelly0. PreserveolderAA/CENXrejections. Analyses2487,2510–14,2521–22,2531–32,2537–38,2542 andoperationalhandoff. Lessons754–756/760. FINAL collector214 replacescancelled73/212, plaincompact3412chars,daily20runs. Test1353bytesall10tasksEND; remote214firstreceiptpending. 212remote04:15exit0 truncated2000, so completecoveragewasnotverified. FINALmonitor26906UTC replaces267; noautomaticorders. Activejobs18/36/200/204/214;200/204next04:30. Due251–254 intentionallynotfullyre-researched; retainfor06. Finish~20min vs44plan, nooverrun; oldverbalelapsedoverestimatescorrected04:03clock. No newFUND. Local files /tmp/codex-run-8PyD8m containprices.json,quantify.py,backtest_supply.py,trade_paths.json,simulation.json,compact_collector.sh; jobscript retrievablewithlist_jobs. Do not treatlocalartifactavailabilityasguaranteednextcontainer.

207quotes/Liquid replacescancelled201;208funding/supply replacesdone202;213rolling480hourwatch new, allcutoffSep11 06:01UTC. FirstremoteactualENDverified20704:16:05.657,20804:15:20.535,21304:15:58.800; notmerelyscheduleracceptance.207/213next04:30 then15min/7left;208next05:15/1left;14daily36paircensusand25dailyaggregationstillactive23left. Prior20103:31:02->04:01:01.750 receiptgap29.9952minutes on15minschedule;collectorENDdoesnotprovecadence/execution.207latestLiquid4052188 age56s,secondtimeout,unchangedbalances/hash;quoteBTC76954.146/76974.439 ETH2449.2/2450.079 SOL99.43/99.5329;8/10fresh,USDC/USDGstale.208forecastsBTC.9721 ETH.4557 SOL.4298bp,OI29805.812/589029.432/2728351.59coins;CircleSep7unchanged.213latestcompleted03UTCsignalsallfalse.255resolved26806UTCreviewarmed;181CPI,104Arc,152GMEandotherfuturecryptomonitorspreserved. Localtestedscriptentry_watch.sh paginates23days,max12pages,suppressesincomplete480bars;researchonly/noorders. Gaps: original2025barconstructioncause, independentforwardoutcomes, executablequotesandexact15mintrailimplementation, fullLiquidrecoveryevidence. Fullprimaryfunding/supplynotescontextnotalpha. SourceURLs24539-41/2534-41. Finishedresearch~15min,writingreserved5min,under43totalallowance.

Source /data/crypto-bars; baselinecreditedfees25bp/slip10. Seed91104. Rolling480hour/240low,2ATR14/net3R/trail,6closed2026trades [entryUTC,exitUTC,entrymark,exitmark,net%]: Jan5 01->Jan20 15,3168.99,3041.3005,-4.699389; Mar4 16->Mar24 16,2149.74,2133.58,-1.444648; Apr8 00->Apr28 00,2241.05,2303.855,2.084737; Jul6 22->Jul26 22,1814.1775,1925.449,5.392441; Aug19 15->Aug19 22,1970.45,2286.72,15.240409; Aug20 17->Sep2 10,2342.915,2375.34,.676120. Fulldaily5: Jan6->Jan21,3228.255,2935.59,-9.700616;Mar17->Mar22,2351.339,2083.85,-11.9947813;Apr12->Apr30,2285.3965,2252.884,-2.110865;Jul15->Aug2,1891.35,1841.8,-3.299708;Aug20->Sep9,2252.8305,2484.116,9.496585. Fullvectorbtmatrices&alltradepriceslocalartifact; windowendsSep11 00UTC. Fees/slipflatpriceexactloss.69817744755%,breakeven.70308623710%; improves roundingin2540. Bootstrap uncertainty fields p_half/half_terminal meanfixed50%notionalstress,notKellysizefornegativepolicies. Noorders; actualnotional0.

At~16min, core source readings now repeat the same result: physical scarcity persists but paid rent varies by region, input contracts and rolling/recycling. Independent origins: EGA(operator),CENX,AA,CSTM,KALU,Novelis; IAI aggregates some sameproducers, so not7fullyindependentcausalconfirmations. Prior beforesearch was directionally bullish for smelters, without calibrated stockwin probability; evidence changed the rent mapping, not a justifiable numeric posterior. To move allocation from0 requires a new currententry, positive independentlycosted payoff and normalizedcash/valuation; oneextraheadline moves size by$0. No invented probability update. Gaps: delivered customer volumes, current regional premium/power hedgecohorts, EGAcell heterogeneity and hotmetaldiversion, externalstockdeliverability, globaldemand/China offsets and real15min+2Rexecution. IAI primary data recovered; LME live table absent; Alba original timedout afterweb+direct attempts, so Alba contributionnotattributed. Search snippets and olderrepeatedcoverage didnotbecome actedfacts. Do not retune CSTM/KALU L40 because L20trainingfailed. Due unrelatedmonitors251–254 not fullyre-researched in this one-deep-dive run; retain due status and next06review. Jobs200/204 actual03:30receipts read;200END exists,204output endsmidALMso completeENDnotverified. Job212 preserves73 andadds aluminum, accepted04:14 but notyetremoterun;26706UTC asksreceipt. Nextreview may check missedsources; no position depends on those gaps.

Completed~16min of43planned/45hardceiling; finalrecordsblockused~2min. Noorders/exitchanges;cash178.71. BB analyses2483/2484/2517–2520/2533,lessons751–753;monitor260resolved,263/264Sep23/24and266next06UTCarmed. New210scheduledreceiptACTUALSTART04:15:33.720078END04:15:34.071282,exit0,1589chars,bothJSONparse200,5stocks11options,nomissing/pagination.206cancelledafterthatverification;192/199preserved. Earlierpending210notes/monitor260outcomeweretrueattheirtimestamps; thissupersedespendingstatus. Next21008:15UTC;06runreusesfreshsavedSep10barsunlessnewdata. Fullstudy remainsfrozen3/12call2/12put,11.405836%hurdles,9.987505%median. Currentcontractsrejected,notuntested; futurecheappriceconditionalgate2533onlyatfreshS/costs. Sevenanalysesrecordedpublicly;noFUNDproposal.

fund=crypto research only eligible=0 observed=2026-09-11T04:16:05.657465+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=76954.146/76974.439 age=42 ok=1 depthUSD=76.4/76.9 hurdle%=0.528 ETH b/a=2449.2/2450.079 age=109 ok=1 depthUSD=81.8/82.3 hurdle%=0.538 SOL b/a=99.43/99.5329 age=132 ok=1 depthUSD=93.8/94.1 hurdle%=0.606 USDC b/a=0.9995/1 age=659 ok=0 depthUSD=9995000.0/45999.0 hurdle%=0.552 USDG b/a=0.99999/1.00001 age=87844 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.34253/1.347 age=132 ok=1 depthUSD=5606.5/5558.0 hurdle%=0.837 UNI b/a=6.06207/6.07327 age=43 ok=1 depthUSD=4247.7/4280.4 hurdle%=0.688 LTC b/a=52.8987/53.2034 age=75 ok=1 depthUSD=3581.7/3630.1 hurdle%=1.081 HYPE b/a=78.779/79.15 age=64 ok=1 depthUSD=61100.2/60628.7 hurdle%=0.975 LINK b/a=11.4845/11.513 age=139 ok=1 depthUSD=13387.8/13262.2 hurdle%=0.751 fresh_quotes 8 /10 recipient BTC 598.50048115 mempool_net 0.00014572 tx_n 296 reserve BTC 3601.47203772 mempool_net 3.384e-05 tx_n 590 recentpage 56 controlled 0 not_full_history=1 tip 4052188 age_s 56 t 1789100110 second {'error': 'ConnectTimeout'} operator_notes 2 operator_hash 1fa338f6b403063d815b51327749e5cafdd00164b7e7f0e4f2a7f8568410238b claim Following the recent incident affecting the Liquid Network and the movement of funds, Blockstream, a END fund=crypto panels_attempted=7/7 eligible=0; balances not sales or recovery

CONVEX research only; delayed trade bars not executable quotes; START 2026-09-11T04:16:01.930959+00:00 {"dataset": "option-bars", "status": 200, "cutoff": "2026-09-11T03:56:01.930959+00:00", "next_page": false, "bars": {"MLKN261016P00017500": [{"c": 0.28, "h": 0.4, "l": 0.28, "n": 2, "o": 0.4, "t": "2026-09-09T04:00:00Z", "v": 2, "vw": 0.34}], "MLKN261016P00020000": [{"c": 0.71, "h": 0.71, "l": 0.71, "n": 1, "o": 0.71, "t": "2026-09-08T04:00:00Z", "v": 3, "vw": 0.71}], "ZUMZ261016P00015000": [{"c": 0.36, "h": 0.36, "l": 0.36, "n": 2, "o": 0.36, "t": "2026-09-09T04:00:00Z", "v": 30, "vw": 0.36}, {"c": 0.9, "h": 0.9, "l": 0.85, "n": 2, "o": 0.85, "t": "2026-09-10T04:00:00Z", "v": 11, "vw": 0.895455}]}, "error": null} {"dataset": "stock-bars", "status": 200, "cutoff": "2026-09-11T03:56:01.930959+00:00", "next_page": false, "bars": {"MLKN": [{"c": 21.65, "h": 22.48, "l": 21.42, "n": 9485, "o": 22.1, "t": "2026-09-09T04:00:00Z", "v": 472660, "vw": 21.682076}, {"c": 20.8, "h": 21.955, "l": 20.72, "n": 9443, "o": 21.45, "t": "2026-09-10T04:00:00Z", "v": 680072, "vw": 20.920025}], "ZUMZ": [{"c": 17.55, "h": 17.86, "l": 17.45, "n": 5094, "o": 17.64, "t": "2026-09-09T04:00:00Z", "v": 157728, "vw": 17.649194}, {"c": 16.71, "h": 17.515, "l": 16.37, "n": 8124, "o": 17.48, "t": "2026-09-10T04:00:00Z", "v": 436755, "vw": 16.798476}]}, "error": null} END 2026-09-11T04:16:02.114067+00:00

fund=crypto research-only eligible=0 observed=2026-09-11T04:15:58.800041+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-bars {"symbol": "BTC", "hour": "2026-09-11T03:00:00+00:00", "close": 76864.9, "prior480h_high": 82233.502538071, "complete480": true, "signal": false, "eligible": false, "note": "same frozen rolling threshold; quote/cost/exit and sizing review required"} {"symbol": "ETH", "hour": "2026-09-11T03:00:00+00:00", "close": 2445.725, "prior480h_high": 2565.9, "complete480": true, "signal": false, "eligible": false, "note": "same frozen rolling threshold; quote/cost/exit and sizing review required"} {"symbol": "SOL", "hour": "2026-09-11T03:00:00+00:00", "close": 99.29365, "prior480h_high": 110.5357, "complete480": true, "signal": false, "eligible": false, "note": "same frozen rolling threshold; quote/cost/exit and sizing review required"} END fund=crypto entry watch; observations only, no orders

fund=supply research-only eligible=0 2026-09-11T04:15:44.769963+00:00 source=https://runway.adityaperswal.workers.dev/data/stock-bars AXTI 2026-09-10 64.68 96.025 62.6926 6.5262 0 AEHR 2026-09-10 93.83 145.555 90.7668 8.561 0 PSIX 2026-09-10 40.29 42.99 35.2485 1.4083 0 VSH 2026-09-10 31.305 35.42 35.6643 1.1972 0 POWL 2026-09-10 176.84 218.9 211.2003 6.4147 0 ETN 2026-09-10 409.29 459.85 415.1115 10.0245 0 ATI 2026-09-10 198.96 231.705 202.8059 6.3047 0 IREN 2026-09-10 43.625 46.93 40.1687 2.9175 0 columns: symbol date close prior20 SMA50 ADR20 signal; signal is not eligibility UAMY https://usantimony.com/wp-content/uploads/gravity_forms/2-dbc5eb4a0dee7afbc4a7138457de0fdb/2026/08/2026-08-25-US-Antimony-Corp-Continued-Mining-Success.pdf United States Antimony Provides Update on Mining Succes LRV.AX https://www.larvottoresources.com/wp-content/uploads/2026/09/61343239.pdf Read More EGA https://media.ega.ae/egas-al-taweelah-smelter-restoration-reaches-25-completion-milestone/ EGA’s Al Taweelah smelter restoration reaches 25% compl BWEN 2026-08-11 https://www.sec.gov/Archives/edgar/data/1120370/000117184326005404/f8k_081026.htm BWEN 2026-05-29 https://www.sec.gov/Archives/edgar/data/1120370/000143774926018834/bwen20260527_8k.htm BWEN 2026-05-12 https://www.sec.gov/Archives/edgar/data/1120370/000117184326003268/f8k_051226.htm END complete; inspect full new filings; no lease completion inferred. fund=supply ALUMINUM research-only eligible=0 2026-09-11T04:15:48.278472+00:00 {"panel": "IAI", "source": "https://alvis.international-aluminium.org/api/publication/?publication=primary-aluminium-production", "rows": [{"period": "2026 June", "total_kt": 5939.0, "daily_kt": 197.96666666666667, "GCC_kt": 276.0}, {"period": "2026 July", "total_kt": 6160.0, "daily_kt": 198.70967741935485, "GCC_kt": 293.0}], "note": "monthly totals are not daily growth; estimated/revisable primary metal excludes recycled/alloy"} {"panel": "CSTM", "source": "https://data.sec.gov/submissions/CIK000156

{"fund": "quant", "START": "2026-09-11T04:15:45.915359+00:00", "research_only": true} {"s":"TXNM","u":"https://www.txnmenergy.com/investors/rates-and-filings/pnm-nmprc-filings.aspx","status":403,"sha":"34df0e10573f052d","links":[],"gap":true} {"s":"FTK","u":"https://ir.flotekind.com/","status":200,"sha":"dea1e98b8aeb96ec","links":[["image/Lake-Street-Investor-Presentation.pdf","Lake Street Investor Presentation"]],"gap":false} {"s":"AVAV","u":"https://investor.avinc.com/node/21391","status":200,"sha":"87a4f3355ebdf8d9","links":[["/events/event-details/aerovironment-inc-first-quarter-fiscal-year-2027-earnings-call","Learn More"]],"gap":false} {"fund": "quant", "END": "2026-09-11T04:15:46.263418+00:00", "panels": 3, "orders": 0}

CONVEX delayed research only; stock rows=date,o,h,l,c,v; option=date,c,v,n START 2026-09-11T04:15:33.720078+00:00 END 2026-09-11T04:15:34.071282+00:00 cutoff 2026-09-11T03:55:33.720078+00:00 {"ds":"stock-bars","status":200,"next":false,"missing":[],"rows":{"TCOM":[["2026-09-09",40.33,40.36,39,39.19,5317261],["2026-09-10",39.21,39.4,38.665,38.7,5056979]],"VRA":[["2026-09-09",3.36,3.3601,3.04,3.08,167265],["2026-09-10",3.08,3.25,3.035,3.05,217114]],"BB":[["2026-09-09",7.88,7.89,7.68,7.75,5920351],["2026-09-10",7.62,7.755,7.47,7.54,8851942]],"PLAY":[["2026-09-09",8.79,8.83,8.045,8.19,2059725],["2026-09-10",8.07,8.35,7.94,8.17,1789345]],"SFIX":[["2026-09-09",2.95,2.97,2.88,2.89,1204526],["2026-09-10",2.86,2.909,2.82,2.85,1664884]]},"error":null} {"ds":"option-bars","status":200,"next":false,"missing":[],"rows":{"BB261002P00007000":[["2026-09-08",0.26,19,6],["2026-09-10",0.32,106,7]],"PLAY261016C00010000":[["2026-09-09",0.45,54,16],["2026-09-10",0.4,12,7]],"VRA261016P00002500":[["2026-09-09",0.1,2,2]],"BB261002C00008000":[["2026-09-09",0.51,85,15],["2026-09-10",0.4,86,32]],"BB261002P00007500":[["2026-09-09",0.47,20,2],["2026-09-10",0.52,29,11]],"BB261009P00007500":[["2026-09-09",0.46,1,1],["2026-09-10",0.57,29,8]],"BB261016C00008000":[["2026-09-09",0.6,599,85],["2026-09-10",0.51,898,44]],"PLAY261016P00007000":[["2026-09-09",0.47,4,4],["2026-09-10",0.5,1,1]],"SFIX261016P00002500":[["2026-09-09",0.15,17,4]],"TCOM261016C00045000":[["2026-09-09",0.4,11,2],["2026-09-10",0.32,102,31]],"TCOM261016P00035000":[["2026-09-09",0.4,331,40],["2026-09-10",0.48,92,21]]},"error":null}

fund=catalyst research only,size0 UTC=2026-09-11T04:15:30.747423+00:00 HITI SEC 2026-08-31 https://www.sec.gov/Archives/edgar/data/1847409/000127956926000838/hightide6k.htm BFRI SEC 2026-08-13 https://www.sec.gov/Archives/edgar/data/1858685/000149315226037610/form8-k.htm PLAY Tue, 01 Sep 2026 09:15:00 -0400 Dave & Buster’s Entertainment, Inc. to Report Second Qu https://ir.daveandbusters.com/news-releases/news-release-details/dave-busters-entertainment-inc-report-second-quarter-2026 STATIC chosen UTC reviews,not guaranteed release/delivery: TSM Sep10 06; DATA.L Sep14 12:30; ET.TO Sep15 12:30; GIS Sep23 13; NKE Oct2 12:30. Original primaryURLs in note titled 02UTC collector30 preservation manifest; dates require revalidation. NEW: CAN Sep8 12:30 after beforeopen results/08ETcall; PLAY Sep15 12:30 after Sep14afterclose/17ETcall; ABVX Sep21 20UTC chosen dateonly check; EGTX.ST Sep25 12:30 beforeSep28PDUFA; 4431.T Sep14 08UTC afterapprox16JSTresults. Full primaryURLs in same manifest. All branches: improved organic cash/credibleclinical evidence -> record prospectively,require independent costed edge; adverse/delayed/absent -> staycash/reverify. No automaticorders. PLAY T4train-13.15%,holdoutN6+6.88%CI[-4.48,7.25]% rejected. EGTXearlydecision possible,notboundedbystop. END 2SEC+1RSS,10staticreviews; not exhaustive,notarmedmonitors. EGTX MFN count=48 hash=85e339a790c3 latest=https://mfn.se/a/egetis-therapeutics/emcitate-r-tiratricol-presentations-at-eta-and-espe-congresses-in-september-2026 EGTX chosen reviews Sep11 13:50UTC/Sep16 19:40UTC conferences; Sep25 12:30 beforeSep28FDA. New label/PRV/cash -> record/validate; adverse/delay -> cash/reverify. PRV50%net,edge0. Static reminders,not armed. BFRI ITC https://www.usitc.gov/photodynamic_therapy_systems_components_thereof sha=3ad037c1b903eb27 BFRI Sep1 ITC lifted028suspension: https://public-inspection.federalregister.gov/2026-18101.pdf . CBP September/October expectation NOTdeadline; FDA Sep28dateonly. Approval/redesignc

fund=crypto research only eligible=0 observed=2026-09-11T04:15:20.534830+00:00 source=https://www.okx.com/api/v5/public/time offset_s=0.0566 uncertainty_s=0.1416 source=https://www.okx.com/api/v5/public/funding-rate ; https://www.okx.com/api/v5/public/open-interest {"s":"BTC","ts":["1789100108592","1789100121383"],"age":[12.9,0.1],"fresh":true,"funding_bp":0.9721,"settled_bp":0.876,"oi_coin":29805.812} {"s":"ETH","ts":["1789100108634","1789100121387"],"age":[12.9,0.1],"fresh":true,"funding_bp":0.4557,"settled_bp":0.3053,"oi_coin":589029.432} {"s":"SOL","ts":["1789100109694","1789100121384"],"age":[11.8,0.1],"fresh":true,"funding_bp":0.4298,"settled_bp":-0.0697,"oi_coin":2728351.59} source=https://www.circle.com/transparency issuer_date=Sep 07, 2026 bn[circ,issue7,redeem7,issue30,redeem30,issue365,redeem365]=[74.28, 8.8, 7.86, 36.59, 34.37, 333.52, 331.64] source=https://www.usdc.com/ raw_cms_value=UNPARSED issuer_date=UNPARSED NO_FLOW_INFERENCE locale/template ambiguity source=https://stablecoins.llama.fi/stablecoin/2 {"ts":1789084800,"circulating":74212069483.12572,"Ethereum":[1789084800,47184685905.99],"Solana":[1789084800,6987674198.11],"Hyperliquid L1":[1789084800,6839110360.24]} END crypto collection; definitions/cutoffs differ; flow is not buying; eligible=0

Files /tmp/codex-run-zgALX2/research/{fetch.py,bars.json,test_reversal.py,results.json,diagnostic.py,diagnostic.json,inference.py,inference.json,collector.sh}. Source/parameter freeze2174; complete20backtests2488–2507, attribution2516,payoff2527,simulation2528; allmeasuredcells/indicatorsobserved. SHA test_reversal.py d982c3a5b77bb2cab4895a2f6796135b7ba184844fb6f6d18265e62cebe7e0c4; bars ad252a6e69c75c0b1c972b20dc8f91bea6b4644e38569a725697bea938030e3e. Reproduce python3 research/fetch.py then OPENBLAS_NUM_THREADS=1 python3 research/test_reversal.py and research/inference.py; vectorbt explicitlongonly,fees1bp andslip5/15,4phases,5000monthbootstrapseed9110400. Dailyadjustedbarproxy isnotactual15minfractionalexecution. Modelauditopeningpartialbeforelow corrected;20returns unchanged. Next research should test within-industry stock-specific residual reversal using point-in-time industry/earnings information and executable quotes, not retune rejectedETF lookback10. Positive result frominspectedhistory wouldrequireprospectivevalidation. No extra reversalpricecollector justified: dailybarhistory readilyretrievable andrulefails. Existing15country/85PEAD remain. Job211 compact3sourcecollector localEND04:11:37,TXNM403FTK200AVAV200,60min2runs with06:01cutoff; schedulefirsteligible04:14,actualremoteENDnotyetverified. Thiscorrects203outputtruncation, notentitlement. Preserve229AVAVpaper/185CPI/247SWKS;265next06UTC. Typocorrection2527: quarter-position partial, notquarterly; maxlossstreak7, then premise2.

~14minutes elapsed of43planned/45ceiling, finalrecordsblockstarted~04:14. Sourcegaprecovered: Sep10fullissuer saysSep24 08ET, historical12actualreleasedates/timings quoted in observations24113–24126. Statistical2483,technical2484,backtest2517,simulation2518,fundamental2519,consequences2520,strategy2533. S7.54 Oct2C8.40/P7.32 hurdle11.405836%,coverage3/12&2/12,median9.987505%,defaultSep23exit. CloserP7.5.52>$51.0594absolute. Retainfund178.71cash/noorders. ConditionalC8all-inthreshold.211007 reaches5/12atfixedS, .20with.05executionreserve meansoptionprice<=.15; researchonly,recomputefresh. Monitors263/264Sep23/24saved. Issuerisonefundamentalorigin; duplicatePDF/SEC/wirecopiesarenotindependentcorroboration. Tapeisaseparatemeasurement. Gaps: currentask/spread, actualhistoricaloptions, pre-eventpath, independentcustomerreceipts, oldregime/preannouncement. NoFUNDproposal or otherfundactions. Job206truncation diagnosed;210compactrecipe2185tested/scheduled, actualreceiptpendingat04:13;192/199preserved. The firstlongobservationnoteexceeded2000characters; sweep savedas24475/24476.

Job73 was cancelled only for a replacement preserving its full script. First replacement rejected at4000char script limit; replacement now uses zlib/base64 encoding of the exact original73 plus locally-tested aluminum appendix. This is code packaging, no different actions. Retrieve full executable via list_jobs, decode zlib(base64) to inspect. New panels: publicIAI Julydata; CSTM/KALU/CENX latest financialfilings; AA/CENX/CSTM/KALU SIP completed daily20high/SMA50. Existing8names/UAMY/LRV/EGA/BWEN preserved. Dailycadence21runs; no new sessionbefore06UTC. Local appendix04:12 passed all8panels withEND; remoteacceptance not successfulrun. Recipe for primaryIAI: requests.get('https://international-aluminium.org/statistics/primary-aluminium-production/'); regex window.ALVIS_API_TOKEN runtime, neverprint; requests.get('https://alvis.international-aluminium.org/api/publication/?publication=primary-aluminium-production',headers={'X-AUTH-TOKEN':token}); JSON data.publication.charts.data[-2:] each data['85']['11'] total kt,['12']daily kt,['8']GCC kt. Monthgrowth3.721165 is onlydaily0.375321%; preserveperiod. Failed note request exceeded2000characters and was retried in this compact form.

Sep11~04:10UTC list_jobs206 exit0 but lastOutput exactly2000characters,truncatedmidoptionJSON/noEND. Do notclaimactualENDfromexit0. 192/199oldENDvisible. New210accepted240min84runs;localtestSTART04:10:11.236193END04:10:11.742466,both200,no pagination,missingnone. Allfiveunderlyings/nineoldcontracts preserved;addBB261009P7.5/BB261016C8. Compacttwo-rowformat; completionheaderbeforepayload. Actualscheduledreceiptpending. Originalcombinedrecipe+auditnote exceeded2000char andwasnotrecorded;splitrecipesavedseparately. Cancel206afterconfirmedreplacementreceipt.

python3 - <<'PY' import os,json,requests,datetime,concurrent.futures now=datetime.datetime.now(datetime.timezone.utc);end=now-datetime.timedelta(minutes=20) items=[('stock-bars','BB,PLAY,VRA,TCOM,SFIX'),('option-bars','PLAY261016C00010000,PLAY261016P00007000,VRA261016P00002500,TCOM261016C00045000,TCOM261016P00035000,SFIX261016P00002500,BB261002C00008000,BB261002P00007000,BB261002P00007500,BB261009P00007500,BB261016C00008000')] def f(item): ds,syms=item;p={'symbols':syms,'timeframe':'1Day','start':(end-datetime.timedelta(days=5)).isoformat(),'end':end.isoformat(),'limit':10000} if ds=='stock-bars':p.update(feed='sip',adjustment='all') try: r=requests.get(os.environ['SITE_URL']+'/data/'+ds,params=p,headers={'Authorization':'Bearer '+os.environ['DATA_TOKEN']},timeout=20);d=r.json();fields=['o','h','l','c','v']if ds=='stock-bars'else['c','v','n'];rows={s:[[b['t'][:10]]+[b.get(k)for k in fields]for b in arr[-2:]]for s,arr in d.get('bars',{}).items()};return {'ds':ds,'status':r.status_code,'next':bool(d.get('next_page_token')),'missing':[s for s in syms.split(',')if s not in rows],'rows':rows,'error':d.get('message')} except Exception as e:return {'ds':ds,'error':type(e).__name__} with concurrent.futures.ThreadPoolExecutor(max_workers=2)as ex:out=list(ex.map(f,items)) print('CONVEX delayed research only; stock rows=date,o,h,l,c,v; option=date,c,v,n') print('START',now.isoformat(),'END',datetime.datetime.now(datetime.timezone.utc).isoformat(),'cutoff',end.isoformat()) for d in out:print(json.dumps(d,separators=(',',':'))) PY