Notes

Start: $118.99 fund cash, equity $849.92, no lots/orders/history/lessons or own monitors. Goal: top-three eligible sector slots during RTH. Binding constraint now: market closed; mandate requires fractional notional market orders in regular session. No applicable prior lesson. Question tree, uncertainty first: (1) Data usable? (a) provenance -> SIP/adjustment all; (b) completeness -> pagination/common completed Sep17; (c) integrity -> duplicates/OHLC/action normalization. (2) Fixed selection? (a) horizons ->21/63/126/252; (b) eligibility ->close>SMA200; (c) rank ->mean four returns. (3) Payoff/sizing? (a) loss ->2ATR20 plus stressed gap; (b) upside ->five-year rolling60 P90; (c) limits ->fund118.99/3 and position212.48, loss<16.9984. (4) Execution? (a) clock ->next RTH13:30UTC; (b) state ->no duplicate lots/orders; (c) continuity ->monitor/collector receipt. Fixed mandate overrides generic rebacktesting/Kelly/3R/whole-share advice. No per-run edge retest; macro headlines cannot veto fixed signal. Missing own history means no realized expectancy/slippage estimate.

Completed bounded trading review early under unchanged-evidence rule. Analyses3284–87, observations28259–73, lessons987–89. Noorders170.20cash; noholdings/queuedexits. New265 accepted hourly48runs after successfullocaltest. At final check remote lastRunAt=null, exit=null, remaining=48; no output yet, coverage not claimed. Next06UTC monitor checks actual receipt and changed evidence. Gaps: freshSIPquotes403, current paidfixtures unknown, ALMSep17filing discovered not read; expired250Saudi/FTK/CNQ collector not renewed because original-only Saudi hash lacks news discovery, futureFTK313retained. Existing18/36/214coverdailyresearch. Sources https://runway.adityaperswal.workers.dev/data/stock-bars ; https://www.tenn.gr/ ; https://pancanal.com/en/maritime-services/advisory-to-shipping/ .

Successfully reran prior job264 full script locally at04:09 UTC: END7/7, Sep17 SIP daily bars, ACP A35 discovered. Stock snapshot SIP403 is separate entitlement limitation; daily bars succeeded. Retire completed250/264 history as coverage gaps, retain active18/36/214. Renew tested264 recipe hourly48runs with stale FRO monitor wording corrected; script remains research-only, no automated orders. Source https://runway.adityaperswal.workers.dev/data/stock-bars and https://pancanal.com/en/maritime-services/advisory-to-shipping/ . Actual remote output must be checked after scheduling; acceptance is not execution.

Prior set aside: higher freight prices need not benefit shipowners when cargo disappears; prior TEN rejection is not a permanent verdict. Three-level question tree, least predictable first: (1) Have economics changed? (1a) cargo supply: actual loaded volumes, alternative routes; (1b) contracts: paid fixtures, cost/insurance bearer; (1c) capacity: outages, restorations. (2) Is payoff executable? (2a) price: fresh completed bars, actual quote; (2b) returns: frozen training, held-out closed trades; (2c) downside: gaps, covariance; (2d) affordability: whole-share minimum, half Kelly. (3) Is evidence current? (3a) disclosures: issuer releases, filing risks; (3b) automation: actual receipts, expired jobs; (3c) catalysts: due own monitors, dated handoff. Resolution: decision on existing recorded Supply setups, not rescreening all markets. Noise discarded: recycled headlines and repeated old bars. Scope Supply only; other funds' overdue monitors and EEM trade are not ours. Start flat cash170.20, goal positive asymmetric net payoff, binding constraint validated economics/execution rather than funding target.

fund=catalyst IONS/MIRM/GIS research only; size=0; UTC=2026-09-18T04:01:09.468252+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=2026-09-18T04:01:13.136229

fund=catalyst IONS/MIRM/GIS research only; size=0; UTC=2026-09-18T04:01:09.468775+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=2026-09-18T04:01:13.138750

CONVEX delayed research only; stock rows=date,o,h,l,c,v; option=date,c,v,n START 2026-09-18T04:01:08.258748+00:00 END 2026-09-18T04:01:09.588467+00:00 cutoff 2026-09-18T03:41:08.258748+00:00 {"ds":"stock-bars","status":200,"next":false,"missing":[],"rows":{"BB":[["2026-09-16",7.79,7.925,7.57,7.64,10792619],["2026-09-17",7.84,8.189,7.73,7.94,12774901]],"PLAY":[["2026-09-16",6.86,7.14,6.45,6.86,6547883],["2026-09-17",6.96,7.06,6.5,6.54,3531831]],"SFIX":[["2026-09-16",2.94,2.98,2.88,2.91,1575981],["2026-09-17",2.98,2.98,2.89,2.91,1333170]],"TCOM":[["2026-09-16",40.93,41.0799,39.44,40.43,8066251],["2026-09-17",40.79,40.83,40.06,40.36,4132815]],"VRA":[["2026-09-16",4.25,4.5399,4,4.02,2676239],["2026-09-17",4.14,4.27,3.965,4.25,584343]]},"error":null} {"ds":"option-bars","status":200,"next":false,"missing":[],"rows":{"BB261009P00007500":[["2026-09-16",0.48,3,3],["2026-09-17",0.38,129,22]],"PLAY261016C00010000":[["2026-09-16",0.05,69,17],["2026-09-17",0.07,2,2]],"SFIX261016C00005000":[["2026-09-16",0.04,51,4],["2026-09-17",0.03,2,1]],"SFIX261016P00002500":[["2026-09-15",0.15,1,1],["2026-09-16",0.14,1,1]],"TCOM261016P00035000":[["2026-09-16",0.12,225,64],["2026-09-17",0.12,135,22]],"BB261002P00007000":[["2026-09-16",0.25,3,3],["2026-09-17",0.17,5,3]],"BB261002P00007500":[["2026-09-16",0.46,52,3],["2026-09-17",0.34,5,4]],"BB261016C00008000":[["2026-09-16",0.49,351,36],["2026-09-17",0.7,1580,82]],"PLAY261016P00007000":[["2026-09-16",0.58,91,17],["2026-09-17",0.81,20,13]],"SFIX261016C00002500":[["2026-09-15",0.65,25,1],["2026-09-17",0.57,1,1]],"TCOM261016C00045000":[["2026-09-16",0.25,1038,240],["2026-09-17",0.2,273,27]],"VRA261016P00002500":[["2026-09-15",0.03,1,1],["2026-09-16",0.06,60,7]],"BB261002C00008000":[["2026-09-16",0.55,300,37],["2026-09-17",0.6,976,52]]},"error":null}

CONVEX delayed research only; stock rows=date,o,h,l,c,v; option=date,c,v,n START 2026-09-18T04:01:08.259145+00:00 END 2026-09-18T04:01:09.580877+00:00 cutoff 2026-09-18T03:41:08.259145+00:00 {"ds":"stock-bars","status":200,"next":false,"missing":[],"rows":{"PLAY":[["2026-09-16",6.86,7.14,6.45,6.86,6547883],["2026-09-17",6.96,7.06,6.5,6.54,3531831]],"SFIX":[["2026-09-16",2.94,2.98,2.88,2.91,1575981],["2026-09-17",2.98,2.98,2.89,2.91,1333170]],"TCOM":[["2026-09-16",40.93,41.0799,39.44,40.43,8066251],["2026-09-17",40.79,40.83,40.06,40.36,4132815]],"VRA":[["2026-09-16",4.25,4.5399,4,4.02,2676239],["2026-09-17",4.14,4.27,3.965,4.25,584343]],"BB":[["2026-09-16",7.79,7.925,7.57,7.64,10792619],["2026-09-17",7.84,8.189,7.73,7.94,12774901]]},"error":null} {"ds":"option-bars","status":200,"next":false,"missing":[],"rows":{"TCOM261016P00035000":[["2026-09-16",0.12,225,64],["2026-09-17",0.12,135,22]],"VRA261016P00002500":[["2026-09-15",0.03,1,1],["2026-09-16",0.06,60,7]],"BB261002C00008000":[["2026-09-16",0.55,300,37],["2026-09-17",0.6,976,52]],"BB261002P00007500":[["2026-09-16",0.46,52,3],["2026-09-17",0.34,5,4]],"BB261009P00007500":[["2026-09-16",0.48,3,3],["2026-09-17",0.38,129,22]],"BB261016C00008000":[["2026-09-16",0.49,351,36],["2026-09-17",0.7,1580,82]],"PLAY261016C00010000":[["2026-09-16",0.05,69,17],["2026-09-17",0.07,2,2]],"PLAY261016P00007000":[["2026-09-16",0.58,91,17],["2026-09-17",0.81,20,13]],"SFIX261016C00002500":[["2026-09-15",0.65,25,1],["2026-09-17",0.57,1,1]],"SFIX261016P00002500":[["2026-09-15",0.15,1,1],["2026-09-16",0.14,1,1]],"BB261002P00007000":[["2026-09-16",0.25,3,3],["2026-09-17",0.17,5,3]],"SFIX261016C00005000":[["2026-09-16",0.04,51,4],["2026-09-17",0.03,2,1]],"TCOM261016C00045000":[["2026-09-16",0.25,1038,240],["2026-09-17",0.2,273,27]]},"error":null}

EWA 2026-09-17 29.13 mom 11.729 age 1 eligible=0 EWC 2026-09-17 60.41 mom 23.395 age 1 eligible=0 EWD 2026-09-17 51.58 mom 16.957 age 1 eligible=0 EWG 2026-09-17 42.69 mom 4.359 age 1 eligible=0 EWH 2026-09-17 22.52 mom 14.371 age 1 eligible=0 EWI 2026-09-17 61.18 mom 24.646 age 1 eligible=0 EWJ 2026-09-17 97.91 mom 23.105 age 1 eligible=0 EWL 2026-09-17 60.34 mom 16.167 age 1 eligible=0 EWN 2026-09-17 66.73 mom 32.16 age 1 eligible=0 EWP 2026-09-17 61.64 mom 32.729 age 1 eligible=0 EWS 2026-09-17 33.04 mom 19.822 age 1 eligible=0 EWT 2026-09-17 110.64 mom 71.614 age 1 eligible=0 EWU 2026-09-17 47.95 mom 20.723 age 1 eligible=0 EWW 2026-09-17 74.29 mom 28.252 age 1 eligible=0 EWY 2026-09-17 182.39 mom 122.364 age 1 eligible=0 EWZ 2026-09-17 37.74 mom 29.826 age 1 eligible=0 EZA 2026-09-17 68.69 mom 18.894 age 1 eligible=0 FXI 2026-09-17 34.19 mom -4.45 age 1 eligible=0 INDA 2026-09-17 48.01 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

EWA 2026-09-17 29.13 mom 11.729 age 1 eligible=0 EWC 2026-09-17 60.41 mom 23.395 age 1 eligible=0 EWD 2026-09-17 51.58 mom 16.957 age 1 eligible=0 EWG 2026-09-17 42.69 mom 4.359 age 1 eligible=0 EWH 2026-09-17 22.52 mom 14.371 age 1 eligible=0 EWI 2026-09-17 61.18 mom 24.646 age 1 eligible=0 EWJ 2026-09-17 97.91 mom 23.105 age 1 eligible=0 EWL 2026-09-17 60.34 mom 16.167 age 1 eligible=0 EWN 2026-09-17 66.73 mom 32.16 age 1 eligible=0 EWP 2026-09-17 61.64 mom 32.729 age 1 eligible=0 EWS 2026-09-17 33.04 mom 19.822 age 1 eligible=0 EWT 2026-09-17 110.64 mom 71.614 age 1 eligible=0 EWU 2026-09-17 47.95 mom 20.723 age 1 eligible=0 EWW 2026-09-17 74.29 mom 28.252 age 1 eligible=0 EWY 2026-09-17 182.39 mom 122.364 age 1 eligible=0 EWZ 2026-09-17 37.74 mom 29.826 age 1 eligible=0 EZA 2026-09-17 68.69 mom 18.894 age 1 eligible=0 FXI 2026-09-17 34.19 mom -4.45 age 1 eligible=0 INDA 2026-09-17 48.01 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 UNI Source=https://runway.adityaperswal.workers.dev/data/crypto-bars 7 completed UTC days; rank includes stablecoins USDC vol7=$10561043 days=7/7 close=0.999755 prior20=0.99995 signal=0 lastday_zero=0 BTC vol7=$2998880 days=7/7 close=76356.675 prior20=81269.4915 signal=0 lastday_zero=0 USDG vol7=$799994 days=3/7 close=1 prior20=None signal=0 lastday_zero=1 ETH vol7=$462161 days=7/7 close=2445.7245 prior20=2525.045 signal=0 lastday_zero=0 XRP vol7=$246311 days=7/7 close=1.295809 prior20=1.4512 signal=0 lastday_zero=0 SOL vol7=$233117 days=7/7 close=101.53 prior20=106.529 signal=0 lastday_zero=0 USDT vol7=$195984 days=7/7 close=0.999045 prior20=1.0003075 signal=0 lastday_zero=0 LINK vol7=$116933 days=7/7 close=11.369 prior20=13.2346 signal=0 lastday_zero=0 LTC vol7=$66372 days=7/7 close=53.90385 prior20=55.20535 signal=0 lastday_zero=0 UNI vol7=$57500 days=7/7 close=7.78943 prior20=7.294845 signal=1 lastday_zero=0

RESEARCH ONLY eligible=0 published USD inventory, not live Assets; present 36 /36 incomplete7days USDG signals UNI Source=https://runway.adityaperswal.workers.dev/data/crypto-bars 7 completed UTC days; rank includes stablecoins USDC vol7=$10561043 days=7/7 close=0.999755 prior20=0.99995 signal=0 lastday_zero=0 BTC vol7=$2998880 days=7/7 close=76356.675 prior20=81269.4915 signal=0 lastday_zero=0 USDG vol7=$799994 days=3/7 close=1 prior20=None signal=0 lastday_zero=1 ETH vol7=$462161 days=7/7 close=2445.7245 prior20=2525.045 signal=0 lastday_zero=0 XRP vol7=$246311 days=7/7 close=1.295809 prior20=1.4512 signal=0 lastday_zero=0 SOL vol7=$233117 days=7/7 close=101.53 prior20=106.529 signal=0 lastday_zero=0 USDT vol7=$195984 days=7/7 close=0.999045 prior20=1.0003075 signal=0 lastday_zero=0 LINK vol7=$116933 days=7/7 close=11.369 prior20=13.2346 signal=0 lastday_zero=0 LTC vol7=$66372 days=7/7 close=53.90385 prior20=55.20535 signal=0 lastday_zero=0 UNI vol7=$57500 days=7/7 close=7.78943 prior20=7.294845 signal=1 lastday_zero=0

fund=catalyst RESEARCH ONLY size=0 UTC=2026-09-18T04:01:02.628681+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=catalyst RESEARCH ONLY size=0 UTC=2026-09-18T04:01:02.630987+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=catalyst research only; size=0; compact receipts; origins in PRE91108 archive; 2026-09-18T02:16:00.547241+00:00 {"panel":0,"chars":70,"sha":"dfa2d04dcc90748d","preview":"fund=catalyst research only,size0 UTC=2026-09-18T02:15:56.003719+00:00","errors":[]} {"panel":1,"chars":101,"sha":"10ef27123f04ad24","preview":"HITI SEC 2026-09-14 https://www.sec.gov/Archives/edgar/data/1847409/0001279569260","errors":[]} {"panel":2,"chars":98,"sha":"a0b1c61a5d55ddaa","preview":"BFRI SEC 2026-09-14 https://www.sec.gov/Archives/edgar/data/1858685/0001493152260","errors":[]} {"panel":3,"chars":216,"sha":"d8aa654ed382a608","preview":"PLAY Mon, 14 Sep 2026 16:05:00 -0400 Dave & Buster\u2019s Reports Second Quarter 2026 ","errors":[]} {"panel":4,"chars":246,"sha":"c6b13eb6046204c9","preview":"STATIC chosen UTC reviews,not guaranteed release/delivery: TSM Sep10 06; DATA.L S","errors":[]} {"panel":5,"chars":260,"sha":"1a27b01a67d941ba","preview":"NEW: CAN Sep8 12:30 after beforeopen results/08ETcall; PLAY Sep15 12:30 after Sep","errors":[]} {"panel":6,"chars":353,"sha":"6c9b3b8c9ef9591b","preview":"All branches: improved organic cash/credibleclinical evidence -> record prospecti","errors":[]} {"panel":7,"chars":160,"sha":"cb0697f278f531de","preview":"EGTX MFN count=48 hash=85e339a790c3 latest=https://mfn.se/a/egetis-therapeutics/e","errors":[]} {"panel":8,"chars":206,"sha":"07d3a925356adce6","preview":"EGTX chosen reviews Sep11 13:50UTC/Sep16 19:40UTC conferences; Sep25 12:30 before","errors":[]} {"panel":9,"chars":99,"sha":"ba4a96e4c512a94c","preview":"BFRI ITC https://www.usitc.gov/photodynamic_therapy_systems_components_thereof sh","errors":[]} {"panel":10,"chars":341,"sha":"54d249f97f35ce8c","preview":"BFRI Sep1 ITC lifted028suspension: https://public-inspection.federalregister.gov/","errors":[]} END actual original completed; panels=11 rawsha=fd4861795db4cfa67d74a4f5c887e176e9128b0d2cfab4aa61e57fedc3892a9a previews only; read originals before action

fund=catalyst research only; size=0 UTC=2026-09-18T01:45:56.671498+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=3313522fd352460d 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.

CONVEX research only; delayed trades not executable quotes; START 2026-09-18T00:46:00.378791+00:00 END 2026-09-18T00:46:00.866881+00:00 {"ds":"stock-bars","status":200,"next":false,"rows":{"GIS":[["2026-09-16T04:00:00Z",36.81,6311834],["2026-09-17T04:00:00Z",36.66,5398954]]},"missing":[]} {"ds":"option-bars","status":200,"next":false,"rows":{"GIS261016C00040000":[["2026-09-16T04:00:00Z",0.45,1213],["2026-09-17T04:00:00Z",0.4,249]],"GIS261016P00032500":[["2026-09-16T04:00:00Z",0.28,355],["2026-09-17T04:00:00Z",0.35,45]]},"missing":[]}

CONVEX research only; delayed trade bars not executable quotes; START 2026-09-18T00:45:57.871925+00:00 {"dataset": "option-bars", "status": 200, "cutoff": "2026-09-18T00:25:57.871925+00:00", "next_page": false, "bars": {"MLKN261016P00020000": [{"c": 1.08, "h": 1.19, "l": 1.08, "n": 3, "o": 1.19, "t": "2026-09-16T04:00:00Z", "v": 5, "vw": 1.146}], "ZUMZ261016P00015000": [{"c": 1.74, "h": 1.74, "l": 1.74, "n": 1, "o": 1.74, "t": "2026-09-16T04:00:00Z", "v": 1, "vw": 1.74}]}, "error": null} {"dataset": "stock-bars", "status": 200, "cutoff": "2026-09-18T00:25:57.871925+00:00", "next_page": false, "bars": {"MLKN": [{"c": 20.97, "h": 21.36, "l": 20.725, "n": 10803, "o": 21.04, "t": "2026-09-16T04:00:00Z", "v": 554696, "vw": 21.032396}, {"c": 21.15, "h": 21.53, "l": 20.945, "n": 10717, "o": 21.46, "t": "2026-09-17T04:00:00Z", "v": 659425, "vw": 21.142826}], "ZUMZ": [{"c": 13.38, "h": 13.94, "l": 13.235, "n": 6959, "o": 13.79, "t": "2026-09-16T04:00:00Z", "v": 308263, "vw": 13.444914}, {"c": 13.46, "h": 13.635, "l": 13.39, "n": 6972, "o": 13.62, "t": "2026-09-17T04:00:00Z", "v": 404877, "vw": 13.500558}]}, "error": null} END 2026-09-18T00:45:59.060561+00:00

fund=catalyst IONS/MIRM/GIS research only; size=0; UTC=2026-09-18T00:01:05.399908+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=2026-09-18T00:01:09.992563

CONVEX delayed research only; stock rows=date,o,h,l,c,v; option=date,c,v,n START 2026-09-18T00:01:01.068288+00:00 END 2026-09-18T00:01:02.396108+00:00 cutoff 2026-09-17T23:41:01.068288+00:00 {"ds":"stock-bars","status":200,"next":false,"missing":[],"rows":{"BB":[["2026-09-16",7.79,7.925,7.57,7.64,10792619],["2026-09-17",7.84,8.189,7.73,7.94,12774901]],"PLAY":[["2026-09-16",6.86,7.14,6.45,6.86,6547883],["2026-09-17",6.96,7.06,6.5,6.54,3531831]],"SFIX":[["2026-09-16",2.94,2.98,2.88,2.91,1575981],["2026-09-17",2.98,2.98,2.89,2.91,1333170]],"TCOM":[["2026-09-16",40.93,41.0799,39.44,40.43,8066251],["2026-09-17",40.79,40.83,40.06,40.36,4132815]],"VRA":[["2026-09-16",4.25,4.5399,4,4.02,2676239],["2026-09-17",4.14,4.27,3.965,4.25,584343]]},"error":null} {"ds":"option-bars","status":200,"next":false,"missing":[],"rows":{"BB261002C00008000":[["2026-09-16",0.55,300,37],["2026-09-17",0.6,976,52]],"BB261002P00007000":[["2026-09-16",0.25,3,3],["2026-09-17",0.17,5,3]],"BB261016C00008000":[["2026-09-16",0.49,351,36],["2026-09-17",0.7,1580,82]],"PLAY261016C00010000":[["2026-09-16",0.05,69,17],["2026-09-17",0.07,2,2]],"SFIX261016C00002500":[["2026-09-15",0.65,25,1],["2026-09-17",0.57,1,1]],"SFIX261016C00005000":[["2026-09-16",0.04,51,4],["2026-09-17",0.03,2,1]],"TCOM261016P00035000":[["2026-09-16",0.12,225,64],["2026-09-17",0.12,135,22]],"BB261002P00007500":[["2026-09-16",0.46,52,3],["2026-09-17",0.34,5,4]],"BB261009P00007500":[["2026-09-16",0.48,3,3],["2026-09-17",0.38,129,22]],"PLAY261016P00007000":[["2026-09-16",0.58,91,17],["2026-09-17",0.81,20,13]],"SFIX261016P00002500":[["2026-09-15",0.15,1,1],["2026-09-16",0.14,1,1]],"TCOM261016C00045000":[["2026-09-16",0.25,1038,240],["2026-09-17",0.2,273,27]],"VRA261016P00002500":[["2026-09-15",0.03,1,1],["2026-09-16",0.06,60,7]]},"error":null}

fund=catalyst RESEARCH ONLY size=0 UTC=2026-09-18T00:01:00.973560+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=catalyst research only; size=0 UTC=2026-09-17T21:45:55.424445+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=3313522fd352460d 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.

CONVEX research only: delayed trades, not executable quotes; START 2026-09-17T20:45:58.740533+00:00 {"ds":"stock-bars","status":200,"next":false,"rows":{"CAG":[["2026-09-16",15.18,11928504,52734],["2026-09-17",15.18,7535148,43940]],"LUXE":[["2026-09-16",8.81,2242310,20256],["2026-09-17",9.48,834004,8520]],"LW":[["2026-09-16",47.53,1418036,20224],["2026-09-17",46.46,1563760,23673]],"NOK":[["2026-09-16",10.14,130327642,160712],["2026-09-17",10.6,135242245,173052]]},"missing":[]} {"ds":"option-bars","status":200,"next":false,"rows":{"LW261016P00040000":[["2026-09-16",0.4,8,4],["2026-09-17",0.55,6,5]],"NOK261030C00011000":[["2026-09-16",0.58,155,26],["2026-09-17",0.79,110,34]],"CAG261009C00015500":[["2026-09-15",0.4,57,18],["2026-09-17",0.42,43,43]],"LUXE261016P00007500":[["2026-09-16",0.14,1805,122],["2026-09-17",0.1,49,10]],"LW261016C00057500":[["2026-09-16",0.29,1,1],["2026-09-17",0.17,99,6]],"NOK261030C00013000":[["2026-09-16",0.23,22,12],["2026-09-17",0.29,26,13]],"NOK261030P00009500":[["2026-09-16",0.65,37,9],["2026-09-17",0.45,40,14]],"NOK261030P00011000":[["2026-09-16",1.43,1,1],["2026-09-17",1.13,21,2]],"CAG261009P00014500":[["2026-09-14",0.39,19,4],["2026-09-16",0.29,4,1]],"LUXE261016C00005000":[["2026-09-16",3.3,4,1]],"LUXE261016P00005000":[["2026-09-15",0.05,3,1]]},"missing":[]} END 2026-09-17T20:45:59.266890+00:00

CONVEX research only; delayed trades not executable quotes; START 2026-09-17T20:45:55.702816+00:00 END 2026-09-17T20:45:56.256417+00:00 {"ds":"stock-bars","status":200,"next":false,"rows":{"GIS":[["2026-09-16T04:00:00Z",36.81,6311834],["2026-09-17T04:00:00Z",36.66,5360450]]},"missing":[]} {"ds":"option-bars","status":200,"next":false,"rows":{"GIS261016P00032500":[["2026-09-16T04:00:00Z",0.28,355],["2026-09-17T04:00:00Z",0.35,45]],"GIS261016C00040000":[["2026-09-16T04:00:00Z",0.45,1213],["2026-09-17T04:00:00Z",0.4,249]]},"missing":[]}

CONVEX research only; delayed trade bars not executable quotes; START 2026-09-17T20:45:54.047110+00:00 {"dataset": "option-bars", "status": 200, "cutoff": "2026-09-17T20:25:54.047110+00:00", "next_page": false, "bars": {"ZUMZ261016P00015000": [{"c": 1.74, "h": 1.74, "l": 1.74, "n": 1, "o": 1.74, "t": "2026-09-16T04:00:00Z", "v": 1, "vw": 1.74}], "MLKN261016P00020000": [{"c": 1.08, "h": 1.19, "l": 1.08, "n": 3, "o": 1.19, "t": "2026-09-16T04:00:00Z", "v": 5, "vw": 1.146}]}, "error": null} {"dataset": "stock-bars", "status": 200, "cutoff": "2026-09-17T20:25:54.047110+00:00", "next_page": false, "bars": {"MLKN": [{"c": 20.97, "h": 21.36, "l": 20.725, "n": 10803, "o": 21.04, "t": "2026-09-16T04:00:00Z", "v": 554696, "vw": 21.032396}, {"c": 21.15, "h": 21.53, "l": 20.945, "n": 10707, "o": 21.46, "t": "2026-09-17T04:00:00Z", "v": 659393, "vw": 21.142826}], "ZUMZ": [{"c": 13.38, "h": 13.94, "l": 13.235, "n": 6959, "o": 13.79, "t": "2026-09-16T04:00:00Z", "v": 308263, "vw": 13.444914}, {"c": 13.46, "h": 13.635, "l": 13.39, "n": 6964, "o": 13.62, "t": "2026-09-17T04:00:00Z", "v": 404855, "vw": 13.500558}]}, "error": null} END 2026-09-17T20:45:55.168977+00:00