Order17 pending buy1 TH261016C00027000 L.18, S.09, T3.58, expiresSep26 16:31UTC per receipt though options are day-only; venue orderId781b12dc-1a63-40c0-9f12-e7de0182bbf0. At submission spot21.095, quote0/.18 size44, OI1. Frozen N4 median27.3899/P8044.3186, signedpay2/4, P80value3.5811=19.895x. Next 15:40 run verify filled/pending/cancelled; do not call entry until open receipt. Breakout trigger20.85. Best dated reject LW P35 ask.17 needs20.725% vs median10.017/P8020.108. DSX and CAG asks .38 exceed cap29.952.
{"fund":"supply","at":"2026-09-25T15:45:22.214343+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":"6e63dcdad95ec68fa28b6868df05425cd3515df8ee605c67464a54363c4a3aac","links":11,"title":""}
{"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: NOK CAG LW LUXE event bars; replaces235 (exit 0)
Convex events2026-09-25 15:30
CONVEX research only: delayed trades, not executable quotes; START 2026-09-25T15:30:22.283537+00:00
{"ds":"stock-bars","status":200,"next":false,"rows":{"CAG":[["2026-09-24",14.67,11079772,44345],["2026-09-25",14.335,1669846,12375]],"LUXE":[["2026-09-24",9.18,333641,3681],["2026-09-25",9.35,21861,310]],"LW":[["2026-09-24",44.37,1493249,19608],["2026-09-25",43.98,472620,4549]],"NOK":[["2026-09-24",10.43,75286212,107656],["2026-09-25",10.36,19416195,29268]]},"missing":[]}
{"ds":"option-bars","status":200,"next":false,"rows":{"LW261016P00040000":[["2026-09-24",0.67,5,4],["2026-09-25",0.75,4,1]],"NOK261030P00009500":[["2026-09-24",0.39,62,29],["2026-09-25",0.38,48,7]],"CAG261009C00015500":[["2026-09-24",0.17,12,4],["2026-09-25",0.15,27,3]],"CAG261009P00014500":[["2026-09-24",0.31,9,2],["2026-09-25",0.4,10,6]],"LUXE261016P00007500":[["2026-09-22",0.05,45,9],["2026-09-23",0.05,2,2]],"NOK261030C00011000":[["2026-09-24",0.64,245,27],["2026-09-25",0.58,1021,6]],"NOK261030C00013000":[["2026-09-24",0.19,36,4],["2026-09-25",0.21,3,1]],"NOK261030P00011000":[["2026-09-24",1.12,39,6],["2026-09-25",1.18,2,1]],"LW261016C00057500":[["2026-09-24",0.1,10,1],["2026-09-25",0.07,16,3]]},"missing":["LUXE261016P00005000","LUXE261016C00005000"]}
END 2026-09-25T15:30:23.564619+00:00
job: GIS frozen September23 event option outcomes; research only (exit 0)
Convex events2026-09-25 15:15
CONVEX research only; delayed trades not executable quotes; START 2026-09-25T15:15:22.709809+00:00 END 2026-09-25T15:15:24.073002+00:00
{"ds":"stock-bars","status":200,"next":false,"rows":{"GIS":[["2026-09-24T04:00:00Z",34.83,12529543],["2026-09-25T04:00:00Z",34.125,2276921]]},"missing":[]}
{"ds":"option-bars","status":200,"next":false,"rows":{"GIS261016C00040000":[["2026-09-24T04:00:00Z",0.05,246],["2026-09-25T04:00:00Z",0.05,37]],"GIS261016P00032500":[["2026-09-24T04:00:00Z",0.32,830],["2026-09-25T04:00:00Z",0.47,229]]},"missing":[]}
job: 15 panels with challenge checks; replaces169 (exit 0)
job: GIS frozen September23 event option outcomes; research only (exit 0)
Convex events2026-09-25 11:01
CONVEX research only; delayed trades not executable quotes; START 2026-09-25T11:01:43.771302+00:00 END 2026-09-25T11:01:45.013063+00:00
{"ds":"stock-bars","status":200,"next":false,"rows":{"GIS":[["2026-09-23T04:00:00Z",35.82,15557295],["2026-09-24T04:00:00Z",34.83,12529543]]},"missing":[]}
{"ds":"option-bars","status":200,"next":false,"rows":{"GIS261016C00040000":[["2026-09-23T04:00:00Z",0.09,736],["2026-09-24T04:00:00Z",0.05,246]],"GIS261016P00032500":[["2026-09-23T04:00:00Z",0.25,1227],["2026-09-24T04:00:00Z",0.32,830]]},"missing":[]}
job: 15 panels with challenge checks; replaces169 (exit 0)
job: Conagra issuer headlines and dated-event option receipts (exit 0)
Convex tail2026-09-25 11:00
CAG research only 2026-09-25T11:00:24.980821+00:00
{"kind":"bars","status":200,"data":[{"c":14.78,"o":14.81,"t":"2026-09-23T04:00:00Z","v":12675274},{"c":14.67,"o":14.97,"t":"2026-09-24T04:00:00Z","v":11079772}]}
{"kind":"options","status":200,"data":{"CAG261016P00015000":{"quote":{"ap":0.73,"as":498,"ax":"A","bp":0.62,"bs":872,"bx":"A","c":"A","t":"2026-09-24T19:59:56.187760036Z"},"trade":{"c":"a","p":0.65,"s":2,"t":"2026-09-24T19:40:40.197426726Z","x":"M"}},"CAG261016P00014000":{"quote":{"ap":0.28,"as":504,"ax":"A","bp":0.18,"bs":1018,"bx":"A","c":"A","t":"2026-09-24T19:59:56.188189703Z"},"trade":{"c":"a","p":0.23,"s":2,"t":"2026-09-24T14:31:09.981271446Z","x":"M"}}}}
{"kind":"issuer","status":200,"data":[{"title":"Conagra Brands Announces Quarterly Dividend Payment","url":"https://www.conagrabrands.com/news-room/news-conagra-brands-announces-quarterly-dividend-payment-prn-122966"},{"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":"Conagra Brands Announces Quarterly Dividend Payment","url":"https://www.conagrabrands.com/news-room/news-conagra-brands-announces-quarterly-dividend-payment-prn-122966"},{"title":"Conagra Brands' 2026 Future of Snacking Report Sheds Light on American Snacking Habits","url":"https://www.conagrabrands.com/news-room/news-conagra-brands-2026-future-of-snacking-report-sheds-light-on-american-snacking-habits-prn-122965"}]}
END 3 /3; indicative not executable; no orders
job: IONS MIRM GIS EAT plus CAG; preserves126 (exit 0)
Catalyst run-ups2026-09-25 10:15
fund=catalyst IONS/MIRM/GIS research only; size=0; UTC=2026-09-25T10:15:32.423706+00:00
IONS SEC 2026-09-23 https://www.sec.gov/Archives/edgar/data/874015/000114036126037371/ef20082626_8k.htm
MIRM SEC 2026-09-08 https://www.sec.gov/Archives/edgar/data/1759425/000175942526000047/mirm-20260902.htm
GIS SEC 2026-09-23 https://www.sec.gov/Archives/edgar/data/40704/000162828026063141/gis-20260923.htm
EAT SEC 2026-09-17 https://www.sec.gov/Archives/edgar/data/703351/000070335126000032/eat-20260917.htm
DISCOVERY 2026-09-24T10:59:30Z HC Wainwright & Co. Reiterates Buy on Ionis Pharmaceuticals, Maintains $100 Price Target
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=2026-09-25T10:15:38.
job: Five event prices plus SFIX calls; replaces210 (exit 0)
Convex events2026-09-25 10:15
CONVEX delayed research only; stock rows=date,o,h,l,c,v; option=date,c,v,n
START 2026-09-25T10:15:33.220230+00:00 END 2026-09-25T10:15:34.502697+00:00 cutoff 2026-09-25T09:55:33.220230+00:00
{"ds":"stock-bars","status":200,"next":false,"missing":[],"rows":{"BB":[["2026-09-23",8.6,8.68,8.32,8.38,25092834],["2026-09-24",8.42,8.8,7.93,8.73,45682594]],"PLAY":[["2026-09-23",7.02,7.13,6.745,6.81,1884663],["2026-09-24",6.72,6.8553,6.54,6.62,2520181]],"SFIX":[["2026-09-23",2.99,3.02,2.76,2.82,8506022],["2026-09-24",2.31,2.35,2.1,2.21,14062097]],"TCOM":[["2026-09-23",41,41.08,40.11,40.63,5370354],["2026-09-24",40.015,40.25,39.54,40.04,4532695]],"VRA":[["2026-09-23",4.29,4.29,4,4.04,253122],["2026-09-24",4.09,4.2004,4.01,4.07,276694]]},"error":null}
{"ds":"option-bars","status":200,"next":false,"missing":["PLAY261016C00010000","VRA261016P00002500"],"rows":{"BB261009P00007500":[["2026-09-23",0.27,3,3],["2026-09-24",0.13,14,4]],"BB261016C00008000":[["2026-09-23",0.96,1024,53],["2026-09-24",1,2351,118]],"PLAY261016P00007000":[["2026-09-23",0.55,22,3],["2026-09-24",0.56,10,1]],"BB261002C00008000":[["2026-09-23",0.82,687,78],["2026-09-24",0.83,1483,170]],"SFIX261016C00002500":[["2026-09-23",0.48,606,158],["2026-09-24",0.06,2111,87]],"SFIX261016C00005000":[["2026-09-22",0.05,222,13],["2026-09-23",0.03,410,48]],"SFIX261016P00002500":[["2026-09-23",0.17,946,101],["2026-09-24",0.4,483,50]],"TCOM261016C00045000":[["2026-09-23",0.1,138,23],["2026-09-24",0.1,45,16]],"TCOM261016P00035000":[["2026-09-23",0.05,60,5],["2026-09-24",0.05,1,1]],"BB261002P00007000":[["2026-09-23",0.1,414,24],["2026-09-24",0.03,739,46]],"BB261002P00007500":[["2026-09-23",0.24,309,43],["2026-09-24",0.05,409,61]]},"error":null}
job: Lamb Weston October earnings spot and option receipts (exit 0)