{"fund":"supply","at":"2026-09-20T14:46:12.707510+00:00","research_only":true,"sources":"recipe; hashes are observations not events"}
{"panel":"ASPI","status":200,"hash":"b05d86d63f2a67917db803f4bda96a60ac82e708088a85ae2a6b10da48cae03f","links":5,"title":"ASP Isotopes Inc. Announces that Renergen Lim"}
{"panel":"BSIN","status":200,"hash":"f5dcae6d0ae8f4343f92a987f6eceed8c86637c64805590874c591657ef37919","links":11,"title":"U.S. Energy Corp. Signs Five-Year Helium Offt"}
{"panel":"APD","status":200,"hash":"729685ec41008820d3dfa2ad97f940ffdfa5aa98ad6c7946ac48611921a1de48","links":5,"title":"Helium"}
{"panel":"LIN","status":200,"hash":"2be6c31a58d2e9834c921129e31d416d32c73e9a97a150c8641ac6b3d1559956","links":8,"title":""}
{"panel":"AI.PA","status":null,"hash":null,"links":0,"error":"403 Client Error: Forbidden for url: https://www.airliq"}
{"panel":"QATAR","status":200,"hash":"bae1d8adf36099eb5b55d74d2bf9220bff6fdb94230dae8ccf337e01ae487905","links":1,"title":"Ras Laffan Helium"}
{"panel":"MOFCOM","status":null,"hash":null,"links":0,"error":"HTTPSConnectionPool(host='wms.mofcom.gov.cn', port=443)"}
{"panel":"PSHELIUM","status":200,"hash":"ce0f9887401db1985b946d98c25fd581200cb95fe050db8b8b96e1e3e9c18d47","links":7,"title":"Please be advised that PS Helium and Balloons"}
job: BB NKE indicative event-option receipts (exit 0)
job: GIS frozen September23 event option outcomes; research only (exit 0)
Convex events2026-09-20 14:46
CONVEX research only; delayed trades not executable quotes; START 2026-09-20T14:46:05.388211+00:00 END 2026-09-20T14:46:06.570361+00:00
{"ds":"stock-bars","status":200,"next":false,"rows":{"GIS":[["2026-09-17T04:00:00Z",36.66,5398953],["2026-09-18T04:00:00Z",36.32,16382938]]},"missing":[]}
{"ds":"option-bars","status":200,"next":false,"rows":{"GIS261016C00040000":[["2026-09-17T04:00:00Z",0.4,249],["2026-09-18T04:00:00Z",0.32,476]],"GIS261016P00032500":[["2026-09-17T04:00:00Z",0.35,45],["2026-09-18T04:00:00Z",0.27,59]]},"missing":[]}
job: BlackBerry September earnings spot and option receipts (exit 0)
Convex tail2026-09-20 14:46
BB research only 2026-09-20T14:46:04.542601+00:00
{"kind":"bars","status":200,"data":[{"c":7.94,"h":8.189,"l":7.73,"n":41417,"o":7.84,"t":"2026-09-17T04:00:00Z","v":12774901,"vw":8.018566},{"c":7.99,"h":8.105,"l":7.8,"n":41603,"o":8.06,"t":"2026-09-18T04:00:00Z","v":13748379,"vw":7.962239}],"error":null}
{"kind":"indicative","status":200,"data":{"BB261002C00008000":{"quote":{"ap":0.64,"as":11,"ax":"S","bp":0.55,"bs":333,"bx":"E","c":"A","t":"2026-09-18T19:59:59.805366182Z"},"trade":{"c":"I","p":0.59,"s":3,"t":"2026-09-18T19:14:13.903696755Z","x":"N"}},"BB261002P00007000":{"quote":{"ap":0.2,"as":159,"ax":"E","bp":0.06,"bs":1361,"bx":"A","c":"A","t":"2026-09-18T19:59:59.82875205Z"},"trade":{"c":"I","p":0.17,"s":2,"t":"2026-09-18T19:40:23.572159468Z","x":"U"}},"BB261002P00007500":{"quote":{"ap":0.46,"as":20,"ax":"S","bp":0.25,"bs":1066,"bx":"A","c":"A","t":"2026-09-18T19:59:59.82875205Z"},"trade":{"c":"I","p":0.33,"s":1,"t":"2026-09-18T19:12:49.66073689Z","x":"X"}}},"error":null}
END 2 /2; indicative not executable; no orders
job: LW SFIX indicative quotes; research only (exit 0)
Convex liquid2026-09-20 14:31
convex-liq quote collector 2026-09-20T14:31:05.924161+00:00 indicative only; not orders
{"symbol":"LW","source":"https://runway.adityaperswal.workers.dev/data/option-chain/LW?feed=indicative","rows":[{"contract":"LW261016P00040000","ask":0.48,"bid":0.33,"spread":0.3125,"quote_t":"2026-09-18T19:59:58.827302636Z"},{"contract":"LW261016P00042500","ask":1.02,"bid":0.78,"spread":0.2353,"quote_t":"2026-09-18T19:59:56.666992458Z"}]}
{"symbol":"SFIX","source":"https://runway.adityaperswal.workers.dev/data/option-chain/SFIX?feed=indicative","rows":[{"contract":"SFIX261016C00002500","ask":0.53,"bid":0.42,"spread":0.2075,"quote_t":"2026-09-18T19:59:57.704176548Z"},{"contract":"SFIX261016P00002500","ask":0.28,"bid":0.03,"spread":0.8929,"quote_t":"2026-09-18T19:59:55.952414299Z"}]}
END 2/2; OI must be refreshed via option_contracts before an order; repeated weekend timestamps are stale.
job: EEM XLE pending-limit distance receipts; research only (exit 0)
job: Five event prices plus SFIX calls; replaces210 (exit 0)
Convex events2026-09-20 14:16
CONVEX delayed research only; stock rows=date,o,h,l,c,v; option=date,c,v,n
START 2026-09-20T14:16:08.794862+00:00 END 2026-09-20T14:16:09.268535+00:00 cutoff 2026-09-20T13:56:08.794862+00:00
{"ds":"stock-bars","status":200,"next":false,"missing":[],"rows":{"VRA":[["2026-09-17",4.14,4.27,3.965,4.25,584343],["2026-09-18",4.27,4.35,4.1607,4.25,323890]],"BB":[["2026-09-17",7.84,8.189,7.73,7.94,12774901],["2026-09-18",8.06,8.105,7.8,7.99,13748379]],"PLAY":[["2026-09-17",6.96,7.06,6.5,6.54,3531831],["2026-09-18",6.64,6.84,6.5789,6.73,3117748]],"SFIX":[["2026-09-17",2.98,2.98,2.89,2.91,1333170],["2026-09-18",2.91,2.935,2.81,2.84,3014686]],"TCOM":[["2026-09-17",40.79,40.83,40.06,40.36,4132815],["2026-09-18",40.61,41.11,40.5799,40.68,3836455]]},"error":null}
{"ds":"option-bars","status":200,"next":false,"missing":[],"rows":{"BB261002C00008000":[["2026-09-17",0.6,976,52],["2026-09-18",0.59,481,59]],"BB261002P00007500":[["2026-09-17",0.34,5,4],["2026-09-18",0.33,41,9]],"BB261016C00008000":[["2026-09-17",0.7,1580,82],["2026-09-18",0.7,481,58]],"PLAY261016C00010000":[["2026-09-17",0.07,2,2],["2026-09-18",0.05,1,1]],"PLAY261016P00007000":[["2026-09-17",0.81,20,13],["2026-09-18",0.67,118,26]],"SFIX261016C00002500":[["2026-09-17",0.57,1,1],["2026-09-18",0.43,146,9]],"TCOM261016P00035000":[["2026-09-17",0.12,135,22],["2026-09-18",0.08,71,21]],"VRA261016P00002500":[["2026-09-16",0.06,60,7],["2026-09-18",0.04,10,1]],"BB261002P00007000":[["2026-09-17",0.17,5,3],["2026-09-18",0.17,23,9]],"BB261009P00007500":[["2026-09-17",0.38,129,22],["2026-09-18",0.4,65,7]],"SFIX261016C00005000":[["2026-09-17",0.03,2,1],["2026-09-18",0.05,20,2]],"SFIX261016P00002500":[["2026-09-16",0.14,1,1],["2026-09-18",0.15,33,8]],"TCOM261016C00045000":[["2026-09-17",0.2,273,27],["2026-09-18",0.17,1153,73]]},"error":null}
job: IONS MIRM GIS EAT plus CAG; preserves126 (exit 0)
Catalyst run-ups2026-09-20 14:16
fund=catalyst IONS/MIRM/GIS research only; size=0; UTC=2026-09-20T14:16:04.488616+00:00
IONS SEC 2026-09-04 https://www.sec.gov/Archives/edgar/data/874015/000114036126035802/ef20081690_8k.htm
MIRM SEC 2026-09-08 https://www.sec.gov/Archives/edgar/data/1759425/000175942526000047/mirm-20260902.htm
GIS SEC 2026-07-01 https://www.sec.gov/Archives/edgar/data/40704/000162828026046337/gis-20260701.htm
EAT SEC 2026-09-17 https://www.sec.gov/Archives/edgar/data/703351/000070335126000032/eat-20260917.htm
DISCOVERY 2026-09-09T13:12:14Z Barclays Maintains Overweight on Ionis Pharmaceuticals, Lowers Price Target to $85
GIS Sep8 19UTC conference/review19:40; origin note48. Already past, check replay.
STATIC Sep23 morning earnings,13UTC Q&A, firstrelease minute unknown. https://investors.generalmills.com/press-releases/press-release-details/2026/General-Mills-to-Webcast-Fiscal-2027-First-Quarter-Earnings-Results-on-September-23-2026/default.aspx
GIS stronger organiccash/guide ->record/validate; weaker/absent ->cash/reverify. No automaticentry; dates are reviews not firstnews.
Baseline July1 FY27 EPS3.00-3.20,organic-1.5to+.5%,savings750m. Frozen paper windowSep16open-Sep21close; calendarOOS+.567%,stress-2.405%,N10; never retune past test.
EAT Aug31 issuer Sep17 08:30–11:15CT investor day; chosen Sep17 16:30UTC review. https://investors.brinker.com/news/news-details/2026/BRINKER-INTERNATIONAL-TO-HOST-INVESTOR-DAY-ON-SEPTEMBER-17/default.aspx
EAT Aug12 issuer Oct28 earnings call date; hour/firstrelease unknown. Chosen Oct28 16:30UTC review, reverify firstnews. https://www.sec.gov/Archives/edgar/data/703351/000070335126000026/fy26q4ex991-earningsrelease.htm
EAT eitherbranch: stronger organiccash ->record/independentvalidation; weaker/absent ->cash/reverify. FrozenT5holdout-19.2065% N7; no automatictrade. Investor-day odds untested. Static dates not armed.
END4SEC/1discovery/GIS2/EAT2; verify fullpipelines/earlynews.
fund=catalyst RESEARCH ONLY no orders UTC=2026-09-20T14:16:07.957394
job: Compact PSIX ALM filings: full receipt under note limit (exit 0)
Supply chain2026-09-20 14:16
fund=supply primary research only eligible=0 observed=2026-09-20T14:16:05.015593+00:00
{"symbol":"PSIX","date":"2026-08-06","accession":"0001628280-26-054346","changed":false,"sha256":"d1c91a77dd29366a858ab9f73839f285818608ca562d8466a76c0a9d67798bc1","document":"https://www.sec.gov/Archives/edgar/data/1137091/000162828026054346/psiearningsrelease-june302.htm","snippets":["2025, respectively) $ 49,508  $ 48,196  Tariff refund liability 22,687  —  Current maturities of long-term debt 935  28  Finance lease liability, current 397  355  Operating lease liability, cur"]}
{"symbol":"ALM","date":"2026-09-17","accession":"0001493152-26-043044","changed":false,"sha256":"e62df69acea44a32b0a157bd9a873c2a819d0781a33d969716d347af13adf156","document":"https://www.sec.gov/Archives/edgar/data/1670061/000149315226043044/ex99-1.htm","snippets":["ling of Existing Mine Tailings Multi-year, take-or-pay agreement covers a minimum of approximately 1,720 tonnes of contained WO₃, recovered from retreatment of the Los Santos Mine’s existing tailings inventory with restar"]}
END 2/2 successful
job: Supply CE IMOS Laxmi primary collector; replaces278 (exit 0)
job: NOK CAG LW LUXE event bars; replaces235 (exit 0)
Convex events2026-09-20 13:46
CONVEX research only: delayed trades, not executable quotes; START 2026-09-20T13:46:04.854472+00:00
{"ds":"stock-bars","status":200,"next":false,"rows":{"CAG":[["2026-09-17",15.18,7536234,43957],["2026-09-18",15.13,22684891,49342]],"LUXE":[["2026-09-17",9.48,836079,8545],["2026-09-18",10.08,836783,9857]],"LW":[["2026-09-17",46.46,1600388,23684],["2026-09-18",46.67,1960202,17207]],"NOK":[["2026-09-17",10.6,144386204,174230],["2026-09-18",10.68,161800049,193349]]},"missing":[]}
{"ds":"option-bars","status":200,"next":false,"rows":{"CAG261009C00015500":[["2026-09-17",0.42,43,43],["2026-09-18",0.44,10,3]],"CAG261009P00014500":[["2026-09-16",0.29,4,1]],"LUXE261016P00007500":[["2026-09-17",0.1,49,10],["2026-09-18",0.05,3,3]],"LW261016C00057500":[["2026-09-17",0.17,99,6],["2026-09-18",0.2,1,1]],"LW261016P00040000":[["2026-09-17",0.55,6,5],["2026-09-18",0.45,73,8]],"NOK261030C00011000":[["2026-09-17",0.79,110,34],["2026-09-18",0.81,195,26]],"NOK261030C00013000":[["2026-09-17",0.29,26,13],["2026-09-18",0.27,97,19]],"NOK261030P00009500":[["2026-09-17",0.45,40,14],["2026-09-18",0.42,38,11]],"LUXE261016C00005000":[["2026-09-16",3.3,4,1]],"NOK261030P00011000":[["2026-09-17",1.13,21,2],["2026-09-18",1.1,20,2]]},"missing":["LUXE261016P00005000"]}
END 2026-09-20T13:46:06.026956+00:00
fund=catalyst RESEARCH ONLY size=0 UTC=2026-09-20T13:31:05.069835+00:00
CHWY SEC 2026-09-09 10-Q https://www.sec.gov/Archives/edgar/data/1766502/000162828026061018/chwy-20260802.htm
ASO SEC 2026-09-09 10-Q https://www.sec.gov/Archives/edgar/data/1817358/000181735826000149/aso-20260801.htm
LOVE SEC 2026-09-10 10-Q https://www.sec.gov/Archives/edgar/data/1701758/000162828026061220/love-20260802.htm
SFIX SEC 2026-07-28 8-K https://www.sec.gov/Archives/edgar/data/1576942/000162828026050133/sfix-20260722.htm
SAIL RSS Wed, 09 Sep 2026 07:00:50 -0400 https://investor.sailpoint.com/news-releases/news-release-details/sailpoint-announces-fiscal-second-quarter-2027-results
KFY RSS Wed, 09 Sep 26 06:45:00 -0400 https://ir.kornferry.com/news-events/press-releases/detail/733/korn-ferry-announces-first-quarter-fiscal-2027-results-of-operations
LOVE RSS Tue, 15 Sep 26 09:07:00 -0400 https://investor.lovesac.com/news-events/press-releases/detail/168/lovesac-expands-seating-offerings-with-snugg-collection
GRAL FDA {"date_present": true, "count": 0, "sha256": "4f53cda18c2baa0c0354bb5f9a3ecbe5ed12ab4d8e11ba873c2f11161202b945", "manual_full_links_required": false} https://www.fda.gov/advisory-committees/advisory-committee-calendar/september-23-2026-molecular-and-clinical-genetics-panel-medical-devices-advisory-committee-meeting
END 4SEC+3RSS+FDA. SEC may lag news. Reviews UTC: Sep9 12:30 new morning results; LOVE Sep10 12:30; SFIX Sep24 12:30 afterSep23AMC. GRAL Sep23 panel not approval. Strong cash: record/validate; weak/early/absent: cash/reverify. No automatic orders.
job: LW SFIX indicative quotes; research only (exit 0)
Convex liquid2026-09-20 13:16
convex-liq quote collector 2026-09-20T13:16:04.727853+00:00 indicative only; not orders
{"symbol":"LW","source":"https://runway.adityaperswal.workers.dev/data/option-chain/LW?feed=indicative","rows":[{"contract":"LW261016P00040000","ask":0.48,"bid":0.33,"spread":0.3125,"quote_t":"2026-09-18T19:59:58.827302636Z"},{"contract":"LW261016P00042500","ask":1.02,"bid":0.78,"spread":0.2353,"quote_t":"2026-09-18T19:59:56.666992458Z"}]}
{"symbol":"SFIX","source":"https://runway.adityaperswal.workers.dev/data/option-chain/SFIX?feed=indicative","rows":[{"contract":"SFIX261016C00002500","ask":0.53,"bid":0.42,"spread":0.2075,"quote_t":"2026-09-18T19:59:57.704176548Z"},{"contract":"SFIX261016P00002500","ask":0.28,"bid":0.03,"spread":0.8929,"quote_t":"2026-09-18T19:59:55.952414299Z"}]}
END 2/2; OI must be refreshed via option_contracts before an order; repeated weekend timestamps are stale.
job: EEM XLE pending-limit distance receipts; research only (exit 0)
job: SFIX dated-event spot and indicative option receipts (exit 0)
Convex tail2026-09-20 12:46
SFIX research only UTC=2026-09-20T12:46:06.944882+00:00
{"kind":"bars","status":200,"bars":[{"c":2.91,"h":2.98,"l":2.89,"n":10507,"o":2.98,"t":"2026-09-17T04:00:00Z","v":1333170,"vw":2.908368},{"c":2.84,"h":2.935,"l":2.81,"n":8779,"o":2.91,"t":"2026-09-18T04:00:00Z","v":3014686,"vw":2.851224}],"error":null}
{"kind":"indicative","status":200,"quotes":{"SFIX261016P00002500":{"ap":0.28,"as":284,"ax":"E","bp":0.03,"bs":435,"bx":"C","c":"A","t":"2026-09-18T19:59:55.952414299Z"},"SFIX261016C00002500":{"ap":0.53,"as":139,"ax":"E","bp":0.42,"bs":263,"bx":"E","c":"A","t":"2026-09-18T19:59:57.704176548Z"}},"error":null}
END 2/2; indicative not executable; no orders
job: BB NKE indicative event-option receipts (exit none)
Convex liquid2026-09-20 12:46
job failed: Connection closed: this Durable Object instance is no longer active. Reconnect or retry the request.
job: LW SFIX indicative quotes; research only (exit 0)
Convex liquid2026-09-20 12:01
convex-liq quote collector 2026-09-20T12:01:04.272214+00:00 indicative only; not orders
{"symbol":"LW","source":"https://runway.adityaperswal.workers.dev/data/option-chain/LW?feed=indicative","rows":[{"contract":"LW261016P00040000","ask":0.48,"bid":0.33,"spread":0.3125,"quote_t":"2026-09-18T19:59:58.827302636Z"},{"contract":"LW261016P00042500","ask":1.02,"bid":0.78,"spread":0.2353,"quote_t":"2026-09-18T19:59:56.666992458Z"}]}
{"symbol":"SFIX","source":"https://runway.adityaperswal.workers.dev/data/option-chain/SFIX?feed=indicative","rows":[{"contract":"SFIX261016C00002500","ask":0.53,"bid":0.42,"spread":0.2075,"quote_t":"2026-09-18T19:59:57.704176548Z"},{"contract":"SFIX261016P00002500","ask":0.28,"bid":0.03,"spread":0.8929,"quote_t":"2026-09-18T19:59:55.952414299Z"}]}
END 2/2; OI must be refreshed via option_contracts before an order; repeated weekend timestamps are stale.
job: EEM XLE pending-limit distance receipts; research only (exit 0)