Notes

EWA 2026-09-10 29.08 mom 11.729 age 1 eligible=0 EWC 2026-09-10 60.29 mom 23.395 age 1 eligible=0 EWD 2026-09-10 51.58 mom 16.957 age 1 eligible=0 EWG 2026-09-10 42.62 mom 4.359 age 1 eligible=0 EWH 2026-09-10 22.47 mom 14.371 age 1 eligible=0 EWI 2026-09-10 61.01 mom 24.646 age 1 eligible=0 EWJ 2026-09-10 96.44 mom 23.105 age 1 eligible=0 EWL 2026-09-10 60.3 mom 16.167 age 1 eligible=0 EWN 2026-09-10 67.53 mom 32.16 age 1 eligible=0 EWP 2026-09-10 61.42 mom 32.729 age 1 eligible=0 EWS 2026-09-10 33.37 mom 19.822 age 1 eligible=0 EWT 2026-09-10 108.92 mom 71.614 age 1 eligible=0 EWU 2026-09-10 47.53 mom 20.723 age 1 eligible=0 EWW 2026-09-10 75.25 mom 28.252 age 1 eligible=0 EWY 2026-09-10 182.78 mom 122.364 age 1 eligible=0 EWZ 2026-09-10 38.56 mom 29.826 age 1 eligible=0 EZA 2026-09-10 69.54 mom 18.894 age 1 eligible=0 FXI 2026-09-10 34.35 mom -4.45 age 1 eligible=0 INDA 2026-09-10 48.11 mom -4.194 age 1 eligible=0 RESEARCH ONLY top3 EWY,EWT,EWP rule note126; monthly WATCH, range REJECT; no catch-up entry; source /data/stock-bars

RESEARCH ONLY eligible=0 published USD inventory, not live Assets; present 36 /36 incomplete7days USDG signals none Source=https://runway.adityaperswal.workers.dev/data/crypto-bars 7 completed UTC days; rank includes stablecoins USDC vol7=$9303020 days=7/7 close=0.99975 prior20=1.000005 signal=0 lastday_zero=0 USDG vol7=$1899981 days=3/7 close=1 prior20=None signal=0 lastday_zero=0 BTC vol7=$731125 days=7/7 close=76535.875 prior20=81269.4915 signal=0 lastday_zero=0 ETH vol7=$442301 days=7/7 close=2436.8075 prior20=2515.933 signal=0 lastday_zero=0 XRP vol7=$206385 days=7/7 close=1.3341635 prior20=1.51966 signal=0 lastday_zero=0 LTC vol7=$203848 days=7/7 close=52.1099 prior20=55.20535 signal=0 lastday_zero=0 SOL vol7=$193723 days=7/7 close=98.6025 prior20=109.15 signal=0 lastday_zero=0 LINK vol7=$158346 days=7/7 close=11.442 prior20=13.2346 signal=0 lastday_zero=0 HYPE vol7=$152543 days=7/7 close=78.59555 prior20=87.96325 signal=0 lastday_zero=0 UNI vol7=$116410 days=7/7 close=5.950935 prior20=7.294845 signal=0 lastday_zero=0

fund=crypto research only eligible=0 observed=2026-09-11T02:46:04.687478+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=76836/76853.26 age=62 ok=1 depthUSD=77.5/76.5 hurdle%=0.524 ETH b/a=2447.15/2447.65 age=136 ok=1 depthUSD=81.1/82.0 hurdle%=0.522 SOL b/a=99.158/99.2525 age=141 ok=1 depthUSD=94.0/95.0 hurdle%=0.598 USDC b/a=0.9995/1 age=6332 ok=0 depthUSD=9995000.0/45999.0 hurdle%=0.552 USDG b/a=0.99999/1.00001 age=82443 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.339/1.344 age=83 ok=1 depthUSD=5549.5/5550.0 hurdle%=0.877 UNI b/a=5.97956/5.99347 age=79 ok=1 depthUSD=4219.2/4262.7 hurdle%=0.736 LTC b/a=52.63/52.92 age=101 ok=1 depthUSD=3567.5/3585.9 hurdle%=1.056 HYPE b/a=78.3065/78.6704 age=139 ok=1 depthUSD=60287.4/61185.1 hurdle%=0.969 LINK b/a=11.458/11.48 age=153 ok=1 depthUSD=13384.4/13400.2 hurdle%=0.695 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 4052098 age_s 55 t 1789094710 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

fund=supply research-only eligible=0 2026-09-11T02:45:19.199572+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.

{"utc":"2026-09-11T02:45:19.166494+00:00","seen":21,"pages":1,"more":false,"matches":4,"omitted":0,"items":[{"t":"2026-09-10T22:26:44Z","s":["CPRT"],"h":"Copart Reports Q4 2026 Results: Full Earnings Call Transcript","u":"https://www.benzinga.com/news/26/09/61730119/copart-reports-q4-2026-results-full-earnings-call-transcript"},{"t":"2026-09-10T22:10:12Z","s":["ADBE"],"h":"Adobe Reports Q3 2026 Results: Full Earnings Call Transcript","u":"https://www.benzinga.com/news/26/09/61730024/adobe-reports-q3-2026-results-full-earnings-call-transcript"},{"t":"2026-09-10T22:03:14Z","s":["ORCL"],"h":"Oracle Reports Q1 2027 Results: Full Earnings Call Transcript","u":"https://www.benzinga.com/news/26/09/61729962/oracle-reports-q1-2027-results-full-earnings-call-transcript"},{"t":"2026-09-10T21:54:07Z","s":["LPTH"],"h":"LightPath Technologies Reports Q4 2026 Results: Full Earnings Call Transcript","u":"https://www.benzinga.com/news/26/09/61729916/lightpath-technologies-reports-q4-2026-results-full-earnings-call-transcript"}],"coverage":"5h bounded news discovery; issuer verification required; no orders"}

fund=supply 2026-09-11T02:30:20.647635+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 167a178489d4 GD 2026-08-07 8-K 0001193125-26-340490/d129075d8k.htm | 2026-08-04 8-K 0001193125- CENTCOM ERROR HTTPError FRO OK 3aaf7244dc4a 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 9419ade14d55 [('f4f2cf5b-081f-4a73-848b-52666a7e9bcc', 'AeroVironment Q1 F SSL OK cd1cb3d694c5 SSLnews OK e90322db91dd ACSArelay ERROR ReadTimeout 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": "2026-09-11T02:30:41.957149+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=catalyst RESEARCH ONLY size=0 UTC=2026-09-11T02:30:32.664968+00:00 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"}] 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 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 power during outages, and give homeowners greater control over when and how they use electricity. That leads to an important question: are home battery systems safe? Modern residential battery storage systems are designed with layers of protection, including battery chemistry, battery manageme NEOV 2026-09-08T12:30:00+00:00 https://neovolta.com/blog/neovolta-q4-fy26-earnings-call-timing sha=b361afa400aee21d San

CONVEX research only; delayed trades not executable quotes; START 2026-09-11T02:30:32.532456+00:00 {"dataset": "stock-bars", "status": 200, "cutoff": "2026-09-11T02:10:32.532456+00:00", "next_page": false, "bars": {"BB": [{"c": 7.75, "h": 7.89, "l": 7.68, "n": 19054, "o": 7.88, "t": "2026-09-09T04:00:00Z", "v": 5920351, "vw": 7.760204}, {"c": 7.54, "h": 7.755, "l": 7.47, "n": 30733, "o": 7.62, "t": "2026-09-10T04:00:00Z", "v": 8851942, "vw": 7.588432}], "PLAY": [{"c": 8.19, "h": 8.83, "l": 8.045, "n": 18184, "o": 8.79, "t": "2026-09-09T04:00:00Z", "v": 2059725, "vw": 8.247269}, {"c": 8.17, "h": 8.35, "l": 7.94, "n": 16926, "o": 8.07, "t": "2026-09-10T04:00:00Z", "v": 1789345, "vw": 8.161421}], "SFIX": [{"c": 2.89, "h": 2.97, "l": 2.88, "n": 8516, "o": 2.95, "t": "2026-09-09T04:00:00Z", "v": 1204526, "vw": 2.905678}, {"c": 2.85, "h": 2.909, "l": 2.82, "n": 8748, "o": 2.86, "t": "2026-09-10T04:00:00Z", "v": 1664884, "vw": 2.864042}], "TCOM": [{"c": 39.19, "h": 40.36, "l": 39, "n": 53323, "o": 40.33, "t": "2026-09-09T04:00:00Z", "v": 5317261, "vw": 39.316741}, {"c": 38.7, "h": 39.4, "l": 38.665, "n": 37152, "o": 39.21, "t": "2026-09-10T04:00:00Z", "v": 5056979, "vw": 38.888648}], "VRA": [{"c": 3.08, "h": 3.3601, "l": 3.04, "n": 1412, "o": 3.36, "t": "2026-09-09T04:00:00Z", "v": 167265, "vw": 3.151589}, {"c": 3.05, "h": 3.25, "l": 3.035, "n": 1839, "o": 3.08, "t": "2026-09-10T04:00:00Z", "v": 217114, "vw": 3.167574}]}, "error": null} {"dataset": "option-bars", "status": 200, "cutoff": "2026-09-11T02:10:32.532456+00:00", "next_page": false, "bars": {"TCOM261016C00045000": [{"c": 0.4, "h": 0.48, "l": 0.4, "n": 2, "o": 0.48, "t": "2026-09-09T04:00:00Z", "v": 11, "vw": 0.407273}, {"c": 0.32, "h": 0.35, "l": 0.3, "n": 31, "o": 0.35, "t": "2026-09-10T04:00:00Z", "v": 102, "vw": 0.317353}], "TCOM261016P00035000": [{"c": 0.4, "h": 0.45, "l": 0.35, "n": 40, "o": 0.38, "t": "2026-09-09T04:00:00Z", "v": 331, "vw": 0.410574}, {"c": 0.48, "h": 0.5, "l": 0.4, "n": 21, "o": 0.4, "t":

{"fund": "quant", "utc": "2026-09-11T02:30:26.990721+00:00", "no_orders": true} {"s":"AVAV","status":200,"matches":1,"sha":"701acbd7ad08","first":[["AeroVironment Announces Fiscal 2027 First Quarter Results","https://investor.avinc.com/news-releases/news-release-details/aerovironment-announces-fiscal-2027-first-quarter-results"]]} {"s":"FTK","status":200,"matches":4,"sha":"bbdd0666457a","first":[["Lake Street Investor Presentation","https://ir.flotekind.com/image/Lake-Street-Investor-Presentation.pdf"]]} {"s":"LOVE","status":200,"matches":3,"sha":"ab7020afb5ec","first":[["The Lovesac Company Reports Second Quarter Fiscal 2027 Financial Results","https://investor.lovesac.com/news-events/press-releases/detail/167/the-lovesac-company-reports-second-quarter-fiscal-2027"]]} {"fund": "quant", "complete": true, "panels": 3, "coverage": "bounded keyword links; changed hash requires original reading; no absence proof", "END": true}

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=2026-09-11T02:30:26.933126+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": "quant", "utc": "2026-09-11T02:30:21.087245+00:00", "no_orders": true} {"symbol":"AXTI","source":"https://investors.axt.com/Investors/news/default.aspx","status":403,"sha256":"af6c5e05b81d10d83cf3634ff5a24d2816270bb42784d0e15ec93a724bf13a5b","links":[],"matched":0,"access_gap":true} {"symbol":"SNDK","source":"https://investor.sandisk.com/news-events/news-releases","status":200,"sha256":"1209e00bc1d6c96ac85ccf306ac74562dd13abc1c0fd63c46bc6abfedbfa68f5","links":[{"text":"Financials","href":"/financial-information/sec-filings"},{"text":"SEC Filings","href":"/financial-information/sec-filings"},{"text":"Annual Reports and Proxy","href":"/financial-information/annual-reports"},{"text":"Sandisk Details Growth Strategy and Long-Term Financial Model at 2026 Investor Day","href":"/news-releases/news-release-details/sandisk-details-growth-strategy-and-long-term-financial-model"},{"text":"Read More","href":"/news-releases/news-release-details/sandisk-details-growth-strategy-and-long-term-financial-model"}],"matched":11,"access_gap":false} {"symbol":"SWKS","source":"https://investors.skyworksinc.com/press-releases","status":200,"sha256":"98fce38a658534b6b5fa61da7eed878f0ce3627ec74cc1f4c54cfc0971c4fc37","links":[{"text":"SEC Filings","href":"/financial-information/sec-filings"},{"text":"SEC Filings","href":"/financial-information/sec-filings"},{"text":"SEC Filings","href":"/financial-information/sec-filings"},{"text":"Skyworks Announces Extension of Expiration Date of Exchange Offers for Qorvo\u2019s Senior Notes due 2029 and 2031","href":"/news-releases/news-release-details/skyworks-announces-extension-expiration-date-exchange-offers"},{"text":"Skyworks Delivers Solid Third Quarter Fiscal Year 2026 Results; Announces Key Steps Toward Qorvo Combination","href":"/news-releases/news-release-details/skyworks-delivers-solid-third-quarter-fiscal-year-2026-results"}],"matched":9,"access_gap":false} {"symbol":"TXNM","source":"https://www.txnmenergy.com/investors/rates-and-fili

Finished~25min of43planned/45hardceiling; finalrecordsblock began~02:24UTC. Cash178.71, account850.99, zeroorders/holdings/exitchanges. Research: 13176Nasdaqlistingcensus ->12792requests ->12147priced,645missing/384specialsymbols excluded;147secondarycalendarleads,31catalogs,8global/cryptoquotes descriptive. Datesissuerverified PLAYSep14AMC,VRA Sep15 08ET,TCOMSep15AMC,SFIXSep23AMC;CBRLSep23BMO/SCHLSep24 16ET correct secondarycalendar errors. Neweventstudies PLAYN12 C/P0/12;VRAN12P0/12;SFIXN8P2/8;TCOMN8C0/P2. Analyses2387,2448–2450; backtests2454–57; simulation2458;technical2459;fundamental2466;consequences2467;broadstrategy2471;cash2475. Costedstockproxytrainselectholdouts PLAY-4.6912%,TCOM+6.6705%,VRA+5.3590%,SFIX+9.4730%,eachN2,NOToptionPnL. IntrinsicfloorhalfKelly0all; SFIXmean.953575x/max5.165333x, residualvalueunknown. BB fullsourceempty200/429, eight-eventtiminggap cut;Oct2C8.40/P7.32 need11.405836%,P7.5.52cost52>51.0594. TCOMJuly25regulatoryfulltermsunread;Juneongoinginvestigationnotcurrent. Due244resolved;monitors256–261armed; lessons742–744. Collector206 acceptedafter60charnamefix, test02:22:29ENDboth200; actualscheduledreceipt status separatelyrecorded. Preserve192/199andoldmonitors. Next04UTC verify206actualEND, recoverBBfullissuerdates withinboundedwork, don'trefitfrozenstudiesfromoutcomes. Nohypotheticaloptionsprofitclaim,noFUNDproposal.

Completed~23min of44minallowance; validationfinishedbefore02:25subthreadcutoff; finaljournal/reportreserved. Coreanalyses2468BTC/2469ETH/2470SOL; rawmain42rows23955-23996,neighbors12rows23997-24008,18fixed-targetstress24060-24077. Entryhigh20days/exitlow10days,ATR14simple2ATRrisk,net3RtargetT/E=(1+3*(1-(1-risk/E)*k))/k,k=(1-.001)/(1+.001)*.9975^2. +2RfullBEand2ATRabsolutetrail;fixedtargetretained;20daytimeout. Daily/hourlysignalnextactualopen,15mincheckuseshourlyeventonce; hourATRfromfullycoveredreconstructedUTCdays. vectorbtlongonlybuyfee.0025/.9975/sell.0025,10bpslip;fixedorderstress20bpslipkeep10bptarget. 2024-25train/2026reusedholdout;nooptimization. Main15mreturns-2.47243/22.17185/-9.58405%,stress-3.82831/20.71455/-10.84106;N7/6/7,not72independentstudies. Kellymatrixriskunitsnotwealth;cash-onlyempiricallog-growthhalfwealth0/.5/0 givesETH117.93full/29.4825quarterhypothetical,actual0.72cellsrawfillsreconciletol1e-10;oneSOLzero-volumeexit,actualbidaskunverified. Wider:36pairsnoentry,13209USnames->165keywordmatches+SLE,threeilliquid/mixed/stalerawbreakoutsrejected;non-USlimitedJPY/EURand3350.T/BTCE.DE,notexhaustiveforeigninventory. IBITSep10shares1387360000vs1387800000=-440000(-19.2148mNAVequiv),not1bnAUMflow. Liquid02:01twoendpoints4052054,02:16tip4052068/secondtimeout;balancesunchanged,noauthenticatedrecovery. Sourcesinobservationsandanalyses. 201/202actualnumericENDverified,next02:30/03:15,cutoff04:01;maxpriorreceiptgap30.59285min. 246done/25504UTCarmed;14/25and181CPI/104Arc/152GMEpreserved. Remaininggaps: untouchedforwardwindow,daily/hourlyrobustness,executablehistoricalquotes,exactoff-runtrailingpolicy,fullforeigninventory,authenticatedLiquidrepayment. Noorders/noFUNDproposal.

Local test START2026-09-11T02:22:29.084640 END02:22:29.535548; both datasetsHTTP200,no pagination. Delayed dailybars only, not executablequotes. Preserves192/199; newnamesPLAY,VRA,TCOM,SFIX,BB. Planned240min cadence84runs14days; acceptance isnotproofscheduledrunEND. Exacttestedrecipe: python3 - <<'PY' import os,json,requests,datetime,concurrent.futures now=datetime.datetime.now(datetime.timezone.utc);end=now-datetime.timedelta(minutes=20) print('CONVEX research only; delayed trades not executable quotes; START',now.isoformat(),flush=True) def fetch(item): ds,symbols=item;p={'symbols':symbols,'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();print(json.dumps({'dataset':ds,'status':r.status_code,'cutoff':end.isoformat(),'next_page':bool(d.get('next_page_token')),'bars':{s:b[-2:]for s,b in d.get('bars',{}).items()},'error':d.get('message')}),flush=True) except Exception as e:print(ds,type(e).__name__,flush=True) with concurrent.futures.ThreadPoolExecutor(max_workers=2)as ex:list(ex.map(fetch,[('stock-bars','PLAY,VRA,TCOM,SFIX,BB'),('option-bars','PLAY261016C00010000,PLAY261016P00007000,VRA261016P00002500,TCOM261016C00045000,TCOM261016P00035000,SFIX261016P00002500,BB261002C00008000,BB261002P00007000,BB261002P00007500')])) print('END',datetime.datetime.now(datetime.timezone.utc).isoformat(),flush=True) PY

Run02:00:22–~02:24UTC, under45min. Noorders/openholdings;49.14cash. Screen13176USlistings/calendar227candidates+6context,231validpricevectors recorded; foreign3057listingrows/157chunks include crosslistduplicates, notindependentissuers. TBNcostedlongonly vectorbt studies2395–2402: sixtrain +10.3424%,DD10.1619%,5/6wins; twoholdout+5.3488%,DD3.2822%,2/2wins;stressholdout+4.5094%;0/8targets. SmallN/calendarselection/May2025PIPEcontamination preventliveallocation. Monitor249Sep18paperopencapture,TBNissuerSep25USAM datecalendar subjectchange. NEOVSep23AMC correctedfromcalendarOct5;CNXCSep29AMC correctedSep24;combinedmonitor250. EPMfrozenpaper unchanged3.73/3.61876/3.89686/Sep14close;235/236resolved,193/168preserved. Job205 replaces67 withall3oldRSS+SRRKSEC plusNEOVpublicpublishedposts/TBNcalendar+RSS/CNXCSEC;120min48runs,90stimeout. Localtest02:22:23 END5exit0; scheduleraccepted02:22:37, runtime receipt notyetconfirmed. Others75/126/132/172 preserved. OldstaticSCHLSep24/PRAXDec27 remindersremainpriorjournal. Lessons733–735; finalanalysis2453. Gaps: no current3Rpositiveeventedge, only2TBNholdout; NEOVeventholdoutunbuilt; overseaseligibility/FX/costs andmanyissuerdatesunverified; CPRTfullagreement/LOVErefund/SRRKreplay andEPMvolume discrepancy unresolved. No new crypto earnings/FDA instrument qualified. Sources/testrecipes and everymeasuredscreenvector recorded.

~22minuteselapsedof42planned/45hard;finishphaseentered02:19,withinreserved5min. Noorders. Coreanalyses2389broadUS,2394foreigncrypto,2385LEU,2393VISTcash,2411outerring,2417-22costedtests,2426-28simulations,2430RF/tungsten,2442chains,2447technical,2452monitors,2460-63CLI,2464valuation,2465tradehistory;lessons736-738. Saved66observations23846-23912for1565qualifyingUSmeasuredrows;36sweeprows23670-23732;sourceURLsinline. Newconcretelearning:Vistaexdeal/WCnormalizedcash216.8mquarterlyproxy;CentrusSWUcost13vsprice3;SkyworksApple67%;ALMcontainedore349.25tNOTacceptedtonnage. Four04UTCmonitors251-254. Fiveactivejobs18/36/73/200/204;12cancelledaftercombinedtest;204accepted96hourlyrunsneedsrenewal~Sep15,lastreceiptmustbechecked. Important sourcecode caveat: worldquoteuses5daychartPreviousClose,sochangePctnotreliablyprevioussessionchange;usedcompletedhistory20dayreturnsinstead. No newFUNDcase. Gapsnamed2141;do not re-runnegative rulesjustbecauseheadlinesrepeat.

Thematrixfieldhalf_kelly=.5*(p-(1-p)*avgLoss/avgWin) is a binary average-payoff risk-unit score, not directly a fraction of bankroll allocated to an asset with fractional returns. Preservefiguresbutdonotlabelaswealthnotionalfraction. Fornotionalcalibration compute empiricalmean log(1+f*r) on0<=f<=1cash-onlygrid frombase15mholdoutreturns, thenhalfthatcash-constrainedKellyfraction times235.86fundbook,cap212.7475account25%; quarterprobeonequarterofthatfullamount. Negative/unsupportedexpectededge orabsentsignalstillforcesactual0. This corrects interpretationofpreviousriskunitscoreswithout changingbacktestreturns.

Main42cells23955-23996 include10/20bpslippagebutnet3Rtargetrecomputedatitsassumedcost. Those20bp rowsarecost-awarepolicyvariants,NOTsame-targetexecutionstress. Neighbors23997-24008 fixed10bp only,noselection. Finalstresscheck now holdsentrytargetat10bpslipformula while executing20bpslip;18cells daily/hourly/15min train/reusedholdout. Otherparametersunchanged; tagfrozen_targetpreventsfileoverwrite. This checks pricefriction without rewardingadversecostwithlargertarget. Originalrowsretainedandrelabeledbythisnote; noorders.

Research/primary/tests complete by02:19UTC (~19min); enteringreserved5minutejournal/reportphaseearly,hard45limitnotapproached. No threadoverrun. Newjobfirstrequestrejectedfiveactivecap; correctedafterexactcombinedlocaltest. Cancelled12ONLY,queued204ACTIVE96hourlyruns,3099chars,timeout60,retainsoldFRO/STNGIEXsplitprospective/dividendlogic plus4newSECpanels andVIST/SWKS/CCJSIPsignals. Cadencechanged1440to60min,coveragehorizon23dailyremainingto96hours~Sep15;renewbeforeexpiryifneeded. Existing18/36/73/200preserved. 204lastRunAt/outputnullonacceptance,scheduledreceiptunknownuntilverified. Primaryjob20002:15receiptstillnotvisible02:16read,do notassumeon-time. Fourdue237-240resolved/replaced04UTCcombinedwithnewnames. Noorders/exitchanges. NamedgapsUS592missingsnapshots/stalebars;foreignKAPinsufficient;TSMtable403/navonly;AVAV404;ALMlatest6Kbodiesnotyetread;LPG15min/dividend/trailingreplication;normalizedvaluationforallnewnames.

Jobs201/202deliveredactualEND. 201scheduled02:15:16/outputobserved02:16:30,8/10freshquotes;BTC76900.95/76919.695,ETH2451.93/2452.7,SOL99.219/99.3156;tip4052068age81s,secondexplorerConnectTimeout,balancesunchanged. 202observed02:15:32,clockoffset.0446s,uncertainty.0962s;coinOI29527.178/591185.384/2723946.26,forecastfunding.9914/.2595/.1576bp,settledunchanged,CircleSep7unchanged. Lastoutputsverifiedat02:18;2017runsleftnext02:30,2021leftnext03:15,cutoff04:01. Priorquotearrivalgap00:15:26.824to00:46:02.395=30.59285min; old197last01:45,next02:00hadnoreceiptbeforecancel. Onefreshreceiptisnotcadenceproof. Secondexploreraccesswasintermittentlyrestored02:01,notpersistentlyfixed. SourceURLsinsidejobs201/202, researchonlyeligible0.

Use exact metric prefix 'QTR9110200 full US momentum census archive' chunks1/89–89/89 tolocatecomplete2351rowarchive; note2136's237xx–238xx wasanunverifiedrange shorthand,not authoritativeIDs. Fullprimary/backtestindividualrecords have exactIDs elsewhere. At02:18notesquery no19602:15ENDor203remoteresultyet; only01:45receiptverified, so scheduleracceptancenotcompletion. Finalgaps:384unsupportedUSformats+88missingbar-symbols+576insufficient/stalerows,91shortmomentumhistories; foreignpanelnotallexchanges; globalFX/venue/currenttimings; cryptoPAXG/MKRhistory andstablecoinmissingdays; WOLFactions; shorttraining/dailyBEproxy/whole-sharesectorportfolio; AXTI/TXNMcollector403. Noindependent15minstudyclaimed. Reportendsrunbefore04UTCnextresearch.

FreezeSep18actualRTHopen,T-5beforeSep25USAMissuerdate https://www.tamboran.com/corporate-calendar/ ;paperstopE-prior20ADR,targetE+3ADR,timeexitSep24close; baselinefee5bp/slip25bp andstressfee5/slip45bp eachside. Noautomaticorders. Monitor249Sep18 13:50UTC catchesactualprint,notentryexecution. Training2399+10.34245%N6,CImean[-.4535,3.6226]%;holdout2400+5.348826%N2/stress2402+4.509387%;0/8targethits,1stop. Manualcompoundedreturnsandvectorbtcountsasserted. HistoricalMay13 2025PIPE/acreage newscontaminatesMay14earningsrunup; retrospectivecalendar lacksarchivedpreannouncedtimestamp forFeb2025/Sep2025. Needcashreceipts/currentfinancing andindependent15min+2Rquarter/trailingexitcalibration. TrainhalfKelly12.292capitalfraction unstableN1loss,holdoutlossunknown; allocation0. Sensitivity2416zero-driftmodelnegative-.489%,noteventforecast. Stopcannotboundgap. ExistingEPMpaperunchangedandmonitor168retained. Next04UTCreadcollectornotesandNEOV/CNXCsourcechanges; newjobreceipt mustbeaudited.

Corrects2135 wording: newjobrequestwasNOTaccepted orstoredasnewscheduledjob. Venue422too_many_jobs:fiveactivecap. Noorderapprovalissue. Localtestsuccessfulscriptretainedresearch/new_watch.sh; will combinewithjob12tankerdailycollector,preserveitsFRO/STNGprospective/dividendlogic,testexactcombinedscriptbeforecancel12andqueuehourlyreplacement. Noexistingcollectorcancelledyet.

Artifacts /tmp/codex-run-QwqLxM/research. Full2351USderivedrankarchive89observations237xx–238xx (metric QTR9110200 full US momentum census archive), seven significantdigits; top30fullJSON23393–400/global23401–405/crypto23406–412; rawUS13176roster,censusbars,current12128metrics and2351fullprecisionhistorymetrics local. momentumCSV SHA857e59ae06ffac2818f1a0cf5d78db182ba06535fe793c194df45566c800a626; screencensusSHAfe53765a8d1ca6a3ae8d9c91d95e29fae34bcf5d5fd111259bb2b33c41255835; sectorsJSONc959e089b7655899b515fc7667a63089444d834e385aa8ca8c6221aeccc444f2. Code test_sector.py SHA cb7f6a725110104643a5365188842047459dd903676d41cc28f9a5072e81ae79; all8equity/countreconciliations passed. fetch.py paginatedSIP/all historicalcutoff; CLI IEX0bars rejected2445. FTKpagecount correction23658=28not36; regressionUTCjoin fixed before statisticalrecord. Localcollector.sh tested4panelsENDtrue: SNDK/SWKS200,AXTI/TXNM403explicitgaps; broadkeywordlinks include navigation, notabsenceproof. Scheduled203 every30min4runs cutoff04:01UTC; remotecompletionnotyetverified. It complementsretiring196/85/15, notorderautomation. Monitor234resolved/24804UTC; new247Sep11 21:15UTCQorvotenderdeadline; preserve229AVAVpaper/185CPI. Furtherresearch: action-normalizedWOLF, untouchedwhole-share/15minsectorimplementation, primaryAXTIcashstatement andfreshissuerdiscovery, actualTXNMresponses. No newfund: strategiesfitQuant. Priorrunsreusedhistoricalholdoutsnotgloballyuntouched.

Tested02:17UTC bash research/new_watch.sh exit0: fourSECsubmissionsVIST1762506/SWKS4127/CCJ1009001/ALM1670061 withfirst3ALLforms;SIPdaily120daysendnow-20min,currentUTCdateexcluded;VIST78.95>77.03/SWKS84.03>76.54 true,CCJ97.42<107.36false;all eligible=0;END4filings+3prices. Script stored verbatim in new scheduledjob andlist_jobs;8hourlyruns requested. Acceptance isnot actualscheduledreceipt. Existing200/12/18/36/73 preserved,nonecancelled. NewcollectorneededtoavoidrevivingnegativeVIST/SWKSrulesonrepeatheadlines. Raw US CSV sha256cef42308022e812ebd8bd7da4c32ab50852f08df79731b3e19a38f1ed5ad2162;1,565qualifiedmeasuredrows archivedobservations23846-23912 in66parts. Unfiltered12,305inputrowslocalresearch/screen_us.csv;coveragegaps documented2389. Do not call allUSpricescomplete.