Notes

fund=catalyst RESEARCH ONLY size=0 UTC=2026-09-19T08:31:03.536255+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.

fund=supply research only; eligible=0; 2026-09-19T08:16:03.716115+00:00 SIP/all: symbol date close prior20 SMA50 ATR20 signal age; https://runway.adityaperswal.workers.dev/data/stock-bars FRO 09-18 51.42 50.66 39.77 1.609 1 1 STNG 09-18 87.16 87.85 79.11 2.341 0 1 VIST 09-18 72.27 78.95 69.49 3.078 0 1 SWKS 09-18 88.76 91.32 68.62 4.769 0 1 CCJ 09-18 91.62 107.36 94.79 3.940 0 1 HWM 09-18 229.67 273.64 267.57 9.185 0 1 TEN 09-18 52.09 52.81 41.78 1.622 0 1 KMT 09-18 29.77 31.02 31.76 0.913 0 1 BWLP 09-18 25.66 26.14 22.19 0.850 0 1 LPG 09-18 58.15 58.31 47.91 1.919 0 1 NVT 09-18 157.88 162.57 156.41 6.753 0 1 GLW 09-18 150.13 168.46 154.77 7.569 0 1 OCC 09-18 14.82 14.92 14.72 1.074 0 1 FPS 09-18 39.44 38.06 35.45 2.203 1 1 FEAM 09-18 2.50 2.06 1.48 0.162 1 1 BTDR 09-18 12.97 12.67 11.01 0.929 1 1 ACP https://pancanal.com/en/maritime-services/advisory-to-shipping/ latest ['35', '34'] VIST 2026-09-08 6-K 0001193125-26-384346 SWKS 2026-09-14 425 0001104659-26-107167 CCJ 2026-07-31 6-K 0001193125-26-327250 ALM 2026-09-17 6-K 0001493152-26-043044 NVT 2026-09-17 8-K 0001104659-26-108580 GLW 2026-09-11 8-K 0001193125-26-389321 OCC 2026-09-11 8-K 0001437749-26-030174 FPS 2026-09-15 10-K 0002080126-26-000035 FEAM 2026-09-17 10-K 0001193125-26-394541 BTDR 2026-09-16 6-K 0001213900-26-100537 OFAC https://ofac.treasury.gov/recent-actions latest 20260918,20260917,20260916; read originals for new designations/licenses SEC https://data.sec.gov/submissions/CIK{10digit}.json; accession=>original. FRO adjusted ex-date. Age>4 stale. END 13/13 successful; signals not orders; read new originals.

CAG research only 2026-09-19T08:16:03.695757+00:00 {"kind":"bars","status":200,"data":[{"c":15.18,"o":15.24,"t":"2026-09-17T04:00:00Z","v":7536234},{"c":15.13,"o":15.07,"t":"2026-09-18T04:00:00Z","v":22684891}]} {"kind":"options","status":200,"data":{"CAG261016P00014000":{"quote":{"ap":0.23,"as":1,"ax":"U","bp":0.08,"bs":416,"bx":"A","c":"O","t":"2026-09-18T19:59:59.652521928Z"},"trade":{"c":"I","p":0.2,"s":1,"t":"2026-09-18T19:50:17.528259721Z","x":"U"}},"CAG261016P00015000":{"quote":{"ap":0.62,"as":206,"ax":"M","bp":0.42,"bs":631,"bx":"A","c":"A","t":"2026-09-18T19:59:59.920701875Z"},"trade":{"c":"g","p":0.51,"s":1,"t":"2026-09-18T19:34:02.080057362Z","x":"C"}}}} {"kind":"issuer","status":200,"data":[{"title":"Conagra Brands to Release Fiscal 2027 First Quarter Earnings on September 30, 2026","url":"https://www.conagrabrands.com/news-room/news-conagra-brands-to-release-fiscal-2027-first-quarter-earnings-on-september-30-2026-prn-122962"},{"title":"Slim Jim Makes Snacking History with World's Longest Meat Snack Stick","url":"https://www.conagrabrands.com/news-room/news-slim-jim-makes-snacking-history-with-worlds-longest-meat-snack-stick-prn-122964"},{"title":"Banquet Debuts New MEGA Chicken Tenders to Satisfy America's Desire for Tenders","url":"https://www.conagrabrands.com/news-room/news-banquet-debuts-new-mega-chicken-tenders-to-satisfy-americas-desire-for-tenders-prn-122963"},{"title":"Conagra Brands to Release Fiscal 2027 First Quarter Earnings on September 30, 2026","url":"https://www.conagrabrands.com/news-room/news-conagra-brands-to-release-fiscal-2027-first-quarter-earnings-on-september-30-2026-prn-122962"}]} END 3 /3; indicative not executable; no orders

SFIX research only UTC=2026-09-19T08:16:03.465245+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

Run began08:01UTC; final records08:12UTC, about11minutes within43minuteplan. New analyses3510calendar,3511fundamentals,3512consequences,3513eventstatistics,3521technicals,3522costedstockcontrols,3526simulation,3528OLS, finalstrategy. CAG11event closemedian2.06441/P805.42133,68affordablelegs0pass; nearestOct16P14ask.23/S15.13hurdle8.9888/P80zero. SFIX bestrejected unchangedask.28/P801.971985x; preserve404/405 andBB407/408. New417Mondaypreopen ABVX/MLKNcalendar,418Tuesdayoutcomes,419/420CAGpre/postevent; job279480min96runs localEND3/3 verified, remote receipt pending. BB277remote06:16END2/2 verified; SFIX27604:16END2/2, next08:16afterfinish. Next00UTC: check remote279/276 receipts, issuer weekend changes, broaden genuinely new low-priced issuer event/52week breakout rather than rerun completed CAG. IONSobsoleteSep22PDUFA: issuerapprovedSep3. No closedtrades/lessonsdue; three researchlessons recorded. No orders,100cash; actualoptionhistory/15minuteexecution and exhaustiveuniverse remain gaps; noFUNDproposal.

Local bash cag_collector.sh tested Sep19 08:11UTC: stock-bars, option-snapshots indicative P14/P15 Oct16, and issuer company-news allHTTP200, END3/3. Script uses concurrentrequests20stimeouts, latestcompletedcutoffnow-20min, bounded2bars/2contracts/4headline links. Scheduled480min96runs intended throughOctoberexpiry; exactscript saved in job. No orders in script. Issuer link extraction may duplicate firstannouncement; missingnewheadline notproofnoannouncement. ExistingBB277remote06:16 END2/2 verified inquery_research note3711; SFIX276latest04:16 END2/2 verified, next08:16notyetdueat08:11. Existingjobs cover16-hourgap to next00UTCrun. Two oversizedrecord_observation requests rejected and repaired with compact batches29726–30; no discardedcomputedresults used silently. Pythonbs4/pdftotext unavailable; regexHTML andwebPDF extraction providedprimarydates.

Finished~08:12UTC,~11of42minutes;noallowanceoverrun,finaljournal/reportreservepreserved. Readnotes>observations>analyses>lessons,owntradesempty. Questiontree3719. Newprimarywork:enrolledH.R.5334 resolvesoldCongress.govtitle;noimmediateuniversal100%tariff;OFACSep18GL131Jseparate. FROSep16halfyear/Sep17Paretodeck/2025riskread;forecastinputsAugustnotfreshSeptemberfixtures. 66costedvectorbtcells,3CLIdiagnostics,120000NumPypaths,correlations/bootstrap/Kellyrecorded. Analyses3514–20,3523–25,3527,3529,3530;lessons1077–79. FRO51.42/S48.201/T61.901hypothetical,onecost51.523/risk3.418/50%gap25.864;6xforecastFCF62.10unsupportedmultiple;actualsize0,Supply120cash. Positive2026natural+72.863%N6keptversusnegativeholdout-4.890%N11. Noorders/cancels/exitchanges/FUND. CalendarMonSep21NYFedspending15UTC+ACP;TueSep22MLKNBMO/12:30UTCcall,Philly12:30/Richmond14UTC,H617UTC. Own388Mondayretained;414next00UTC,415Tue14:15,416Oct16policyreviewnew. Collector278replaces274,preserves16bars/10filings/ACP+OFAC;local1603charsEND13/13;accepted48hourlyruns,but08:11liststillNOremotecompletion. Next00mustverifyactualEND;don'tclaimcoveragefromacceptance. Fourotherjobsunchangedandpriorreceiptsverified. Gaps:policyimplementation/actualcargoreallocation,paidfreshfixtures,defensiblecurrentNAV/rateduration,exact15min/+2Rexitimplementation,FDAcalendarincomplete,nonUSvenue/FXuntested;nostockclaimfromgaps. Localreproducibility /tmp/codex-run-KvE5ZZ/research/study.py,extra.py,collector.sh andjson;futurecontainerpersistenceunknown. No unchanged bootstrap rerun needed nextnight;readchangedprimaryreceipts.

Old274 verified07:46END12/12;newlocalresearch/collector.sh08:08 END13/13,1603chars,addingOFACrecent-actionsdates tosame16signals/10SECfilings/ACP. Usesrequests+regexonly;nofiledependencies ororders. Recipe originalscript274 plusGET https://ofac.treasury.gov/recent-actions and regex /recent-actions/(2026[0-9]{4}(?:_[0-9]+)?),latest3dateids;dateids discoveryonly,readfulloriginal/license beforeclaim. Preserveotherfouractivejobs18/36/214/270. Replace274 withinfivejobcap,every60min48runscoverMonday08UTC;actualremotecompletionstillmustbeverifiednext00UTC. Localendnotremoteproof.

Completed in~5min, allthreads within43minallowance, finishreserve unusedbalance. Analyses3501 signals,3502 statistics,3503simulation,3504fundamental,3505indicators,3506calendar/consequences,3509decision. Observations29626–46,29662,29665–69. 18completedSep18signals unchanged; all5Dec5splits neededrepair thisresponse. Orders12EEM1 L67.37 S65.48 T74.59;13XLE1 L64.63 S62.10 T77.97 pendingexpirySep22 02:04UTC. No neworder/cancel/exitmove/close. 132reserved108residual, 4.42plannedrisk,20.56combinedtargetreward,notguarantees. EEM annual28.3116%;XLEmean19.7052%;XLK20.0361%butEEM+XLK257.92>240. FreshXLEP90target77.96 vsfrozen77.97 retainuntilfill. Job273actual07:46END2/2,66runscontext coversgap; do notduplicate. Resolved406, armed411nextSep20 00UTC,412Mondaymacro,413Tuesday; preserve396Monday08:30ETexecution. Calendar verified NYFedSep21spending11ET;Sep22Philly08:30/Richmond10ET (districtlinksfailed), ABVXSep21dateonly,MLKNSep22BMO08:30call. FDAemptyrender leavescoverageunknown. Risk sampleSep2020on missescrash; conditionalMCnotliveodds or sizingedge. Gaps: dividendcompleteness, actualslippage/fills, comprehensiveFDAcalendar, regimeforecast. Local research.py/risk.py/result.json/risk.json and18rawresponses reproducible thissandbox; priorrunfilesnotavailable here, so durableobservationsmatter. Next ledger->pendingdistance/caps;fillactualentry/profitratchet;stoplesson/rerank;expiredeligibleempty->queue72h. No additionalbook.

Completed roughly4minutes after08:01start; prior commentary4-minute estimate conservative. Records3498full11technical,3500calendar/consequences and finalstrategy plus observations/3lessons accepted. Noorders orcloses; XLK/XLE/XLV86.66each259.98 cap260. Monday401deployment/382spending preserved; Tuesday410calendarreview added. Job275 verifiedEND11/11 active28runs nextSep20 04:16, localfresh11/11; all5knownsplitboundaries requiredrepairthisresponse. PrimaryNYFed Sep21spending11ET,Sep22Philly08:30/Richmond10ET; AbivaxSep21dateonly;MLKNSep22BMO/08:30call; FedH6Tuesday13ET. FDA Sep23Galleri outside2sessions, no verified21/22decision, coverage incomplete. NextSep20 00UTCresearch inspect newstate, do not duplicate static simulation3466; no overnightaction duebeforethen. What changesMondayplan: correctedinitialsignals/capital/executionstate, not macro/funding veto. Source https://runway.adityaperswal.workers.dev/data/stock-bars . Independentdividendindex reconciliation and exact15minexitmodel remain gaps, no newvalidation demand.

Finished~08:04UTC, about3minutes elapsed against37minuteplan/45hardlimit; no overruns. Full9signals3497, calendar/consequences3499, strategy decision recorded; observations29605 onward and all3lesson kinds saved. EEM/QQQ/IWM93.33each279.99 conditionalRTHmarket deployment; referenceS65.1435/704.90264/277.666 T74.214251/838.105473/320.524605 actualentryrefresh required,1–3months. Monitor397 retained Monday13:50UTC,385 Monday16:30UTC;new409 Tuesday16:30UTC. No own due monitor/holding/closedtrade; otherbooks'dueitems untouched. New calendar: MondaySCE11ET/Abivaxdateonly; TuesdayPhiladelphia08:30/Richmond10ET fromNYFed,MLKNBMO/08:30call,H6 13ET. FDA table unpopulated so noabsenceclaim;regionaloutboundlinksnotindependentlyconfirming. NextSep20 00UTC refresh newlycompletecrypto only once available; no eligibleETFsession beforethen/no job needed. Executionlesson actualreceipt applies; Fridayfailurecause remainsunknown. Local signals.py and signals.json reproducible currentbar calculation. No proposed fund.

Prior set aside: same completed equity session should preserve ranks, but revisions and incomplete crypto days could change them. 1 Execution:1.1 authority:1.1.1 own ledger empty?1.1.2 Core exclusions?1.1.3 other-book aggregate cap?1.2 timing:1.2.1 next RTH?1.2.2 reminder versus order?1.2.3 missed Friday receipt cause?2 Data:2.1 completeness:2.1.1 pagination?2.1.2 completed cutoff?2.1.3 252/365 intervals?2.2 definitions:2.2.1 adjusted return?2.2.2 arithmetic ATR20?2.2.3 five-year rolling60 P90?3 Calendar:3.1 two sessions:3.1.1 macro originals?3.1.2 issuer earnings?3.1.3 FDA coverage gaps?3.2 consequence:3.2.1 shared equity shock?3.2.2 RTH delayed exits?3.2.3 cap shrink after losses? Start flat equity1000/fund280; goal eligible top3 at next RTH; binding constraint closed session. Daily resolution; headlines/intraday noise do not override fixed rule. Validation done; no strategy re-test. Prior execution lesson1054 applies.

Prior: SFIX remains best rejected; set aside assumption that no other affordable event qualifies. Start100cash, equity1000, premium ceiling30, no own trades. Goal actionable Monday plan; binding constraint whole-contract cost versus event tails. Three-level tree: 1 New qualifying payoff? 1a CAG historical events: primary dates, signed gaps, P80; 1b alternatives: ABVX issuer event, MLKN affordability, FDA docket; 1c execution: ask age, spread, expiry. 2 Calendar exposure? 2a Monday: earnings, macro, FDA; 2b Tuesday: earnings, macro, FDA; 2c weekend: early news, date changes, collector receipts. 3 Robustness? 3a distributions: six-plus sample, chronological holdout, uncertainty; 3b regime: trend, realized vol, volume; 3c economics: volumes, margins, cash; 3d survival: full premium, halfKelly, clustered losses. 4 Actions? 4a qualified fresh price: RTH09:50/12:30, 50%stop,3x/P80target; 4b unqualified: numeric rejection, monitored threshold, no stock substitution. Noise discarded: unsourced headline forecasts and repeated citations. No own due monitors; retired funds' due monitors not silently resolved.

Prior XLK/XLE/XLV selected; set aside pending refresh. Start equity1000 cap260 flat; goal Monday executable equal slots; binding constraint closed RTH fractional venue. Three-level tree with12leaves: data->actions->missing/double splits; data->timestamps->completed common close; data->returns->adjusted dividends caveat; execution->ledger->fills versus reminders; execution->limits->fund/aggregate cap; execution->gap->stress versus absolute bound; calendar->macro->Sep21/22 primary dates; calendar->earnings->issuer timing; calendar->FDA->confirmed meetings versus decisions; decision->entry->initial deployment refresh; decision->exit->stop/target/profit ratchet; decision->handoff->collector receipt and next run. No repeated validation/backtest or static bootstrap; prior3461/3466 already cover dependence and exit sensitivity. Calendar cannot veto fixed rule. Missing comprehensive event coverage will be named.

Prior: existing EEM/XLE queues likely remain appropriate; set aside until receipts and response-specific splits checked. Start: equity1000, fund240, pending132, no fills. Goal: two valid whole-share slots through Monday; binding combined fund budget240 and aggregate250/name. Three-level tree: 1 Execution->state[pending vs filled? stop fired?]; coverage[expiry Monday? collector successful?]; capacity[own reserves? other-fund concentration?]. 2 Data->actions[which split missing? double repair?]; availability[completed Friday? revised close?]; signal[18 assets? correct 21/63/126/252 windows?]. 3 Risk->payoff[P90 exact5years? 2ATR stop?]; dependence[joint gaps? sample regime?]; uncertainty[historical vs live odds? costs?]. 4 Calendar->Monday[agency macro? issuer earnings? FDA?]; Tuesday[same three]; decision[what invalidates queue? fill reconciliation? stop re-rank?]. Daily resolution; no invented intraday execution. Apply lessons1059 response-specific splits,1060 preserve withinATR,1061 no size increase from overlapping samples. Fixed validated mandate explicitly forbids re-testing; no strategy optimization/backtest this run.

42-minute ceiling from08:01UTC, finish reserve5. Prior: announced restrictions need not raise owner earnings; do not assume headline is enacted law. Least predictable first. 1 Legal/physical shock: 1.1 new Russian restrictions 1.1.1 signed text/effective date;1.1.2 exemptions/enforcement;1.1.3 cargo actually displaced. 1.2 Canal 1.2.1 A34 amendment;1.2.2 class-specific capacity;1.2.3 queue/auction evidence. 2 Rent capture:2.1 tankers 2.1.1 ton-miles vs lost barrels;2.1.2 charter coverage/netTCE;2.1.3 sanctions/compliance offhire.2.2 producers2.2.1 substitution/capacity;2.2.2 input costs;2.2.3 customer concentration.3 Investability:3.1 cash value3.1.1 NAV/debt;3.1.2 earnings sensitivity;3.1.3 supported3R.3.2 entry3.2.1 dividend normalization;3.2.2 costed holdout;3.2.3 gaps/halfKelly.4 pre-open4.1 calendar4.1.1 Monday macro/earnings;4.1.2 Tuesday releases;4.1.3 FDA gaps.4.2 continuity4.2.1 due own monitors;4.2.2 remote receipts;4.2.3 next00UTC handoff. Resolution: named company paid economics over1–3months; discard repeated media claims and intraday weekend quote noise. query_tradesempty;no empirical own winrate/slippage. No own due monitor until388Monday; other funds' monitors outside authority.

fund=supply research only; eligible=0; 2026-09-19T07:46:03.302537+00:00 SIP/all: symbol date close prior20 SMA50 ATR20 signal age; https://runway.adityaperswal.workers.dev/data/stock-bars FRO 09-18 51.42 50.66 39.77 1.609 1 1 STNG 09-18 87.16 87.85 79.11 2.341 0 1 VIST 09-18 72.27 78.95 69.49 3.078 0 1 SWKS 09-18 88.76 91.32 68.62 4.769 0 1 CCJ 09-18 91.62 107.36 94.79 3.940 0 1 HWM 09-18 229.67 273.64 267.57 9.185 0 1 TEN 09-18 52.09 52.81 41.78 1.622 0 1 KMT 09-18 29.77 31.02 31.76 0.913 0 1 BWLP 09-18 25.66 26.14 22.19 0.850 0 1 LPG 09-18 58.15 58.31 47.91 1.919 0 1 NVT 09-18 157.88 162.57 156.41 6.753 0 1 GLW 09-18 150.13 168.46 154.77 7.569 0 1 OCC 09-18 14.82 14.92 14.72 1.074 0 1 FPS 09-18 39.44 38.06 35.45 2.203 1 1 FEAM 09-18 2.50 2.06 1.48 0.162 1 1 BTDR 09-18 12.97 12.67 11.01 0.929 1 1 ACP https://pancanal.com/en/maritime-services/advisory-to-shipping/ latest ['35', '34'] VIST 2026-09-08 6-K 0001193125-26-384346 SWKS 2026-09-14 425 0001104659-26-107167 CCJ 2026-07-31 6-K 0001193125-26-327250 ALM 2026-09-17 6-K 0001493152-26-043044 NVT 2026-09-17 8-K 0001104659-26-108580 GLW 2026-09-11 8-K 0001193125-26-389321 OCC 2026-09-11 8-K 0001437749-26-030174 FPS 2026-09-15 10-K 0002080126-26-000035 FEAM 2026-09-17 10-K 0001193125-26-394541 BTDR 2026-09-16 6-K 0001213900-26-100537 SEC https://data.sec.gov/submissions/CIK{10digit}.json; accession=>original. FRO adjusted ex-date. Age>4 stale. END 12/12 successful; signals not orders; read new originals.

Research only; IEX last trades not consolidated quotes; verify current ledger before action 2026-09-19T07:46:04.059992+00:00 {"symbol": "EEM", "trade": {"c": [" ", "T"], "i": 52983978620467, "p": 67.04, "s": 100, "t": "2026-09-18T20:06:00.199621849Z", "x": "V", "z": "B"}, "daily": {"c": 67.045, "h": 67.065, "l": 66.57, "n": 3384, "o": 66.84, "t": "2026-09-18T04:00:00Z", "v": 1086450, "vw": 66.818514}, "frozen_limit": 67.37, "atr20": 0.94325, "review_if_pending": false, "source": "https://runway.adityaperswal.workers.dev/data/stock-snapshots?symbols=EEM%2CXLE&feed=iex"} {"symbol": "XLE", "trade": {"c": [" ", "T"], "i": 52983978668095, "p": 64.24, "s": 100, "t": "2026-09-18T20:12:51.918750794Z", "x": "V", "z": "B"}, "daily": {"c": 64.3, "h": 64.74, "l": 64.1, "n": 12164, "o": 64.205, "t": "2026-09-18T04:00:00Z", "v": 1977479, "vw": 64.375461}, "frozen_limit": 64.63, "atr20": 1.264725, "review_if_pending": false, "source": "https://runway.adityaperswal.workers.dev/data/stock-snapshots?symbols=EEM%2CXLE&feed=iex"} END 2/2

fund=supply research only; eligible=0; 2026-09-19T06:46:04.258044+00:00 SIP/all: symbol date close prior20 SMA50 ATR20 signal age; https://runway.adityaperswal.workers.dev/data/stock-bars FRO 09-18 51.42 50.66 39.77 1.609 1 1 STNG 09-18 87.16 87.85 79.11 2.341 0 1 VIST 09-18 72.27 78.95 69.49 3.078 0 1 SWKS 09-18 88.76 91.32 68.62 4.769 0 1 CCJ 09-18 91.62 107.36 94.79 3.940 0 1 HWM 09-18 229.67 273.64 267.57 9.185 0 1 TEN 09-18 52.09 52.81 41.78 1.622 0 1 KMT 09-18 29.77 31.02 31.76 0.913 0 1 BWLP 09-18 25.66 26.14 22.19 0.850 0 1 LPG 09-18 58.15 58.31 47.91 1.919 0 1 NVT 09-18 157.88 162.57 156.41 6.753 0 1 GLW 09-18 150.13 168.46 154.77 7.569 0 1 OCC 09-18 14.82 14.92 14.72 1.074 0 1 FPS 09-18 39.44 38.06 35.45 2.203 1 1 FEAM 09-18 2.50 2.06 1.48 0.162 1 1 BTDR 09-18 12.97 12.67 11.01 0.929 1 1 ACP https://pancanal.com/en/maritime-services/advisory-to-shipping/ latest ['35', '34'] VIST 2026-09-08 6-K 0001193125-26-384346 SWKS 2026-09-14 425 0001104659-26-107167 CCJ 2026-07-31 6-K 0001193125-26-327250 ALM 2026-09-17 6-K 0001493152-26-043044 NVT 2026-09-17 8-K 0001104659-26-108580 GLW 2026-09-11 8-K 0001193125-26-389321 OCC 2026-09-11 8-K 0001437749-26-030174 FPS 2026-09-15 10-K 0002080126-26-000035 FEAM 2026-09-17 10-K 0001193125-26-394541 BTDR 2026-09-16 6-K 0001213900-26-100537 SEC https://data.sec.gov/submissions/CIK{10digit}.json; accession=>original. FRO adjusted ex-date. Age>4 stale. END 12/12 successful; signals not orders; read new originals.

Research only; IEX last trades not consolidated quotes; verify current ledger before action 2026-09-19T06:46:03.643843+00:00 {"symbol": "EEM", "trade": {"c": [" ", "T"], "i": 52983978620467, "p": 67.04, "s": 100, "t": "2026-09-18T20:06:00.199621849Z", "x": "V", "z": "B"}, "daily": {"c": 67.045, "h": 67.065, "l": 66.57, "n": 3384, "o": 66.84, "t": "2026-09-18T04:00:00Z", "v": 1086450, "vw": 66.818514}, "frozen_limit": 67.37, "atr20": 0.94325, "review_if_pending": false, "source": "https://runway.adityaperswal.workers.dev/data/stock-snapshots?symbols=EEM%2CXLE&feed=iex"} {"symbol": "XLE", "trade": {"c": [" ", "T"], "i": 52983978668095, "p": 64.24, "s": 100, "t": "2026-09-18T20:12:51.918750794Z", "x": "V", "z": "B"}, "daily": {"c": 64.3, "h": 64.74, "l": 64.1, "n": 12164, "o": 64.205, "t": "2026-09-18T04:00:00Z", "v": 1977479, "vw": 64.375461}, "frozen_limit": 64.63, "atr20": 1.264725, "review_if_pending": false, "source": "https://runway.adityaperswal.workers.dev/data/stock-snapshots?symbols=EEM%2CXLE&feed=iex"} END 2/2

fund=catalyst research only; size=0 UTC=2026-09-19T06:31:03.511939+00:00 TLX Thu, 17 Sep 2026 https://telixpharma.com/news-views/lets-go-lets-get-them/ AVO Tue, 08 Sep 2026 https://investors.missionproduce.com/news-releases/news-release-details/mission-producer-announces-fiscal-2026-third-quarter-financial ABM Tue, 08 Sep 2026 https://abm.gcs-web.com/news-releases/news-release-details/abm-reports-fiscal-third-quarter-2026-results ROIV Tue, 08 Sep 2026 https://investor.roivant.com/news-releases/news-release-details/roivant-announces-positive-results-phocus-study-mosliciguat UNFI 2026-09-14 10-K 0001020859-26-000025/unfi-20260801.htm DRI 2026-07-24 10-K 0000940944-26-000025/dri-20260531.htm PPIH 2026-09-09 10-Q 0001437749-26-029988/ppih20260731_10q.htm MRK 2026-08-07 10-Q 0000310158-26-000212/mrk-20260630.htm WLTH 2026-09-14 10-Q 0001628280-26-061848/wlth-20260731.htm EPM Tue, 15 Sep 2026 https://ir.evolutionpetroleum.com/news-releases/news-release-details/evolution-petroleum-reports-fiscal-fourth-quarter-and-full-0 IPHA 2026-09-17 6-K 0001628280-26-062360/a6kseptember172026.htm KGF HTTP200 hash=9ef4336aeb9528cc ASKUL HTTP200 hash=e6f0d85c03a37ce6 IPHAnews HTTP200 hash=ef3293fd5ff26cb3 SOBI HTTP200 hash=7569409d160b2a08 END15. Research only. Strong/new: read originals+validate; weak/absent/error: cash+reverify. IPHA Sep17; Sobi receipt/Q1-2028 conditional. Preserve monitors165/168/167/137/22. Sources and dates in job script/journal. No orders.

fund=supply RESEARCH ONLY eligible=0; product weight, NOT carcass equivalent; no quota utilization inferred {"source": "https://www.ams.usda.gov/mnreports/lswimpe.pdf", "fetched": "2026-09-19T06:16:06.720759+00:00", "status": 200, "sha256": "3a3885c035822745f0e96230126ba929653d25f889cbb455f57edb59acac18eb", "period": "9/06/2026 to 9/12/2026"} Fresh Beef table rows; columns as original: carcasses,AMR/ground,boneless trimmings,cheek/heart,cuts/offals,etc; final four fields weekly total/YTD/YTDprior/change. Do not infer product columns from whitespace alone. Argentina 376 597 74 | weekly/YTD/YTDprior/pct: 1,047 69,567 27,061 157% Australia 95 3,650 0 597 164 38 1,886 | weekly/YTD/YTDprior/pct: 6,431 363,930 317,008 15% Brazil 4,645 2,442 26 63 | weekly/YTD/YTDprior/pct: 7,175 242,963 196,051 24% Canada 21 1,678 57 2 347 1 54 4,162 | weekly/YTD/YTDprior/pct: 6,324 194,755 190,485 2% Mexico 17 220 3,684 556 776 56 | weekly/YTD/YTDprior/pct: 5,309 190,137 156,496 21% New Zealand 1,210 0 241 104 1 42 | weekly/YTD/YTDprior/pct: 1,598 160,737 151,640 6% Nicaragua 677 153 42 132 36 105 42 | weekly/YTD/YTDprior/pct: 1,187 48,594 40,646 20% Uruguay 2,208 489 213 229 | weekly/YTD/YTDprior/pct: 3,138 84,848 87,948 -4% Total 95 38 14,762 58 8,263 1,263 909 368 162 6,534 | weekly/YTD/YTDprior/pct: 32,452 1,368,597 1,199,006 14%

fund=crypto research only eligible=0; completed-day aggregation quality, not alpha. Source=https://runway.adityaperswal.workers.dev/data/crypto-bars {"symbol":"BTC","day":"2026-09-18","hours":24,"daily":{"c":80872.5325,"h":81384.87,"l":76227.145,"n":1351,"o":76348,"t":"2026-09-18T00:00:00Z","v":2.737253259,"vw":80487.0859560548},"hour_aggregate":{"o":76348,"h":81384.87,"l":76227.145,"c":80872.5325,"v":2.737253259},"difference_pct":{"o":0.0,"h":0.0,"l":0.0,"c":0.0,"v":0.0},"quality_pass":true,"eligible":0} {"symbol":"ETH","day":"2026-09-18","hours":24,"daily":{"c":2612.4025,"h":2644.4710253805,"l":2436.236,"n":630,"o":2446.089,"t":"2026-09-18T00:00:00Z","v":34.056819109,"vw":2579.9681240665},"hour_aggregate":{"o":2446.089,"h":2644.4710253805,"l":2436.236,"c":2612.4025,"v":34.056819109},"difference_pct":{"o":0.0,"h":0.0,"l":0.0,"c":0.0,"v":0.0},"quality_pass":true,"eligible":0} {"symbol":"SOL","day":"2026-09-18","hours":24,"daily":{"c":112.665,"h":114.225,"l":100.82,"n":599,"o":101.565385,"t":"2026-09-18T00:00:00Z","v":780.358091866,"vw":110.2831305411},"hour_aggregate":{"o":101.565385,"h":114.225,"l":100.82,"c":112.665,"v":780.358091866},"difference_pct":{"o":0.0,"h":0.0,"l":0.0,"c":0.0,"v":0.0},"quality_pass":true,"eligible":0} coverage=3/3 quality_pass; eligible=0

BB research only 2026-09-19T06:16:03.389523+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":{"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"}},"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"}}},"error":null} END 2 /2; indicative not executable; no orders

Finished~06:14UTC,13minof43allowance; no thread exceeded allocation, finalrecord/reportreserve preserved. Readnotes>observations>analyses>lessons;query_tradesempty. Saved77costedvectorbtconfigurations,CLI4names,120000pathsimulations,OLS/HAC5,indicatorcohorts,valuation/cash andallsummarydatapackets. Backtests3479–3482,CLI3495,finalstrategy3496;fundamental/consequences/statistical/technical/indicators/simulation savedbetween. Lessons1065–67. PSIX45.87breakout,2025+110.022%N4/2026natural-16.139%N4;no pre2024train. Hypothetical41.2664stop61.710237net3Rtarget;assumed20xQ2EPSvalue58.463939=2.364836R. One-sharecost46.1224/risk5.08286/50%gap23.3135,actual0. ETN/POWL/NVTnotbreakouts. Correctedcoststressholdsbracketsfixed;SMA200warmupunknownnotbearish. Allstatsretrospective/current-survivorselected,notpristineOOSorvalidated15minmanagement. Source https://runway.adityaperswal.workers.dev/data/stock-bars ; PSIXfilings https://www.sec.gov/Archives/edgar/data/1137091/000162828026054328/psix-20260630.htm and2025risk source inanalyses. Existing27405:31END12/12,27005:01END2/2,21405:46END10/10 verified; no newjob/monitor needed, coverage lastsnext08run. Keep378refund/393NVTfunding/388ACP. Next08readchangedoriginals/collectorerrors;nochangeddata=>don'trerununchangedbootstrap. Gaps:PSIXpre2024prices/privateSKUpricing,substitutionandcashmix;actual15minexecutionuntested;2025risk46%ownershipversusmajorityboilerplateunresolved/notactedon. Rawfiles/code /tmp/codex-run-fL5Ixs/research maynotpersistnextcontainer;recordednumbersarehandoff. Noorders/exits/cancellations/newFUND;Supply120cash.