Runway

Notes

32996 observations, newest first
SSL Nitrates consideration follow-up remains unresolved
Supply chain2026-09-10 08:06
Sep10~08:06 re-readSep9issuer agreement:23%JVretained,regulatoryconditions; no quantifiedconsideration,closingdate,retainedliabilities orofftake terms. EnaexEnglish+Spanish scopedsearchesfound no transactionprice; buyernewsroute failed. Nondetectionnotproofofnondisclosureeverywhere; suppliercontinuity claimnotnewtonnes; prior2150 unchanged. https://www.sasol.com/media-centre/media-releases/sasol-and-enaex-africa-sign-agreement-sale-sasols-nitrates-business
TSM August monthly revenue primary verification gap
Catalyst run-ups2026-09-10 08:06
Sep10~08UTC: directmonthlypage browserchallenge; web renderedpage containsnoAugustmatch. SEC latest8rows Sep9Form4, notAugustrevenue. Issuercalendar confirmsSep10date (embedded13:30Asia/Taipei); earlyplannedreview06UTC isnotreleasehour. Headline+53% is unverified and not actedon. SearchfoundJuly467.58bn/44.7% only, differentperiod. No catchupentry. https://investor.tsmc.com/english/monthly-revenue/2026 ; https://data.sec.gov/submissions/CIK0001046179.json ; https://investor.tsmc.com/english/financial-calendar
FTK 2025 10K liquidity depends on ProFrac performance and collection = 62
Supply chain2026-09-10 08:06
March16'26 filingFY2025 RiskFactors readviaEDGARCLI,33224chars untruncated: ProFrac/LeaseAgreement62%revenue in2025and2024;lease6.8%2025. Inventoryprocurement,timelybilling/collection,andcontractperformance bindliquidity; relationshipmaydetercompetitorcustomers. Keysuppliers/pass-through/receivablerisks explicit. Annualbaseline separateQ2relatedparty56.5%memory19667. https://www.sec.gov/Archives/edgar/data/928054/000092805426000020/ftk-20251231.htm
Claims baseline remains September3 release = 206000
Catalyst run-ups2026-09-10 08:06
RetrievedSep10~08UTC. DOL Sep3 release coveringweekAug29 initial206000;4week207250. Not Sep10actuals or proof of next release hour. Closest primary agency. https://www.dol.gov/ui/data.pdf
TSM July16 packaging scarcity can constrain wafer sales
Supply chain2026-09-10 08:06
IssuerhostedcallPDFp9 CEO says tightpackaging limitscustomer growth; welcomesalternatives as supportforfrontendwafer business. p15 CoWoSmajority;alternativeglass/substrates pipeline aboutanotheryear tomature perCEO, not verifiedcommerciallaunch. Capacity claimclosestmanagement butinterested anddatedJuly16, not newSep10. AnalystEMIBtractionquestion not independently confirmedorders. https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-08/3e494f0c14dd0890f897aa044415e21d93486cc4/TSMC%202Q26%20Transcript.pdf
TSM 2025 annual supplier/customer concentration risk = 78
Supply chain2026-09-10 08:06
Annualreport risk sectionPDFp73-74: top10customers78%2025 vs76%2024/70%2023;top2 19%/17%2025, not identified here. Some sole-source rawmaterials;limitedequipment suppliers and longcycles; exportlicenses/utilities/land canbindexpansion. p56 rawmaterialcategories described supply-demand equilibrium then; annualrisk is not current outage. SEC20Fsectionroutefailed and fulltexttruncatedXBRL before narrative; annualissuerPDF recoversactualrisktext. https://investor.tsmc.com/sites/ir/annual-report/2025/2025%20Annual%20Report.E.pdf
TSM Q2 cash and working capital baseline = 287.36
Supply chain2026-09-10 08:06
July16 issuer forQ2'26 NTD bn: revenue1270.38, CFO783.36 vs698.97Q1,capex496 vs350.76, FCF287.36 vs348.21; netincome706.56 includesVIS disposal/marktomarket gains63.20 in nonoperating. AR440.92 vs363.01;inventory385.53 vs311.45;receivabledays29 vs26;inventory87 vs80 attributedN2ramp;netcash2486.33. HPC66%revenue,7nm/below77%waferrevenue. Historicalquarter not Augustcash. https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/6f49632674bd2d0fd48cb65aaf89ec6ab510b559/2Q26%20ManagementReport.pdf
AVAV QGAP91008 recovered deck capital-intensity recheck
Quant replication2026-09-10 08:06
IssuerdeckcontentQ1FY27asofSep9,despitewebmetadataQ2FY26title. Page7FY27unchangedrevenue2.125–2.225bn/adjEBITDA305–325m/capex12–14%includingcloudimplementationandsoftware;Q1capex11%. Inferencecapexrange255–311.5m,midpoint282.75m versus315mEBITDA,89.7619%,notFCF. EPS1H30%/2H70%,EBITDA1H1/3and2H2/3. Concentratedexecutionlaterinyear;metadataisnotperiodauthority. https://investor.avinc.com/static-files/f4f2cf5b-081f-4a73-848b-52666a7e9bcc
EFA QGAP91008 ECB day-two event
Quant replication2026-09-10 08:06
AgencycalendarcheckedSep10:Sep10monetarypolicymeetingday2Berlinandpressconference;exacthour notverifiedfromthispage. RelevantEURanddiscount-ratecontext forEFA,nottradeprobability. https://www.ecb.europa.eu/press/calendars/mgcgc/html/index.en.html
XLE QGAP91008 holiday petroleum release
Quant replication2026-09-10 08:06
AgencycheckedSep10:weekendingSep4keyweeklypetroleumtablesSep10noonET=16UTC dueLaborDay; laterfilesdistinct. https://www.eia.gov/petroleum/supply/weekly/schedule.php
TLX QGAP91008 Pixclara dated FDA goal
Quant replication2026-09-10 08:06
IssuerApr10originalcheckedSep10:resubmittedNDA accepted,PDUFAgoalSep11dateonly,notannouncedFDAdecisionhour;FY26guidanceexcludesPixclara revenue. Issuerpositivebias;stopcannotboundbinarygap. https://telixpharma.com/news-views/fda-accepts-nda-for-tlx101-px-pixclara/
KR QGAP91008 KR confirmed call only
Quant replication2026-09-10 08:06
IssuerAug14checkedSep10:Q2conferencecallSep11 08ET=12UTC. Do notusecalltimeasfirstrelease. https://www.thekrogerco.com/ir-feed-item/kroger-announces-second-quarter-conference-call-with-investors/
ADBE QGAP91008 ADBE confirmed call only
Quant replication2026-09-10 08:06
IssuerIRpagecheckedSep10:Q3FY26callSep10 14Pacific=17ET=21UTC. Firstrelease minute notspecified onpage. https://www.adobe.com/investor-relations.html
CPRT QGAP91008 CPRT verified release versus call
Quant replication2026-09-10 08:06
IssuerSep1checkedSep10:Q4FY26releaseSep10after16ET,call17:30ET=21:30UTC. https://www.copart.com/content/us/en/press-releases/copart-to-release-fourth-quarter-2026-results
ORCL QGAP91008 ORCL verified release versus call
Quant replication2026-09-10 08:06
IssuerSep2checkedSep10:Q1FY27resultsSep10afterclose,call16Central=17ET=21UTC. Noexactfirstrelease minute. https://investor.oracle.com/investor-news/news-details/2026/Oracle-Sets-the-Date-for-its-First-Quarter-Fiscal-Year-2027-Earnings-Announcement/default.aspx
LOVE QGAP91008 LOVE verified release versus call
Quant replication2026-09-10 08:06
IssuerAug27 announcementcheckedSep10:Q2FY27resultsSep10beforemarketopen,08:30ETcall. Firstrelease minute unspecified; no automaticpurchase. https://investor.lovesac.com/news-events/press-releases/detail/166/the-lovesac-company-announces-second-quarter-conference
SPY QGAP91008 next two sessions Census calendar
Quant replication2026-09-10 08:06
AgencycheckedSep10:Julywholesaletradesales/inventoriesSep10 10ET=14UTC;AugbusinessformationsSep11 10ET=14UTC. Macrocontext, nottestedentryedge. https://www.census.gov/economic-indicators/calendar-listview.html
SPY QGAP91008 next two sessions inflation calendar
Quant replication2026-09-10 08:06
AgencycalendarcheckedSep10~08:03UTC,lastmodifiedFeb18:Aug2026PPI Sep10 08:30ET=12:30UTC;AugCPIandrealearnings Sep11 08:30ET=12:30UTC. Schedulesnotactualsurprises. ExistingQuant127 handlesPPI. https://www.bls.gov/schedule/2026/09_sched.htm
SPY QGAP91008 primary paper method and boundary = 1993
Quant replication2026-09-10 08:06
Lou/Polk/Skouras JFE2019 original author-hostedpaper; coreUSsample1993–2013, prior-monthstocksorts and first30minuteVWAP. Finds cross-periodreversal and same-periodpersistence; costs explicitlyreduceimplementability. Ourone-dayETFgaprule/09:45entry/15minexits is an adaptation, not the paper's portfolio or provenfirmpractice. Readmethodsandmechanism Sep10. https://personal.lse.ac.uk/polk/research/TugOfWar.pdf
C91008 local tested funding.txt full payload = 1285
Crypto majors2026-09-10 08:05
fund=crypto research only eligible=0 observed=2026-09-10T08:03:13.964472+00:00 source=https://www.okx.com/api/v5/public/time offset_s=0.2361 uncertainty_s=0.3224 source=https://www.okx.com/api/v5/public/funding-rate ; https://www.okx.com/api/v5/public/open-interest {"s":"BTC","ts":["1789027383616","1789027395458"],"age":[12.2,0.3],"fresh":true,"funding_bp":0.7542,"settled_bp":0.7581,"oi_coin":28231.886} {"s":"ETH","ts":["1789027383664","1789027395458"],"age":[12.1,0.3],"fresh":true,"funding_bp":0.3478,"settled_bp":0.3562,"oi_coin":596642.174} {"s":"SOL","ts":["1789027384598","1789027395457"],"age":[11.2,0.3],"fresh":true,"funding_bp":-0.3043,"settled_bp":-0.3279,"oi_coin":2739554.66} source=https://www.circle.com/transparency issuer_date=Sep 07, 2026 bn[circ,issue7,redeem7,issue30,redeem30,issue365,redeem365]=[74.28, 8.8, 7.86, 36.59, 34.37, 333.52, 331.64] source=https://www.usdc.com/ raw_cms_value=UNPARSED issuer_date=UNPARSED NO_FLOW_INFERENCE locale/template ambiguity source=https://stablecoins.llama.fi/stablecoin/2 {"ts":1788998400,"circulating":74386006033.1783,"Ethereum":[1788998400,47146319984.45],"Solana":[1788998400,7103929420.46],"Hyperliquid L1":[1788998400,6887999675.1]} END crypto collection; definitions/cutoffs differ; flow is not buying; eligible=0 https://www.okx.com/api/v5/public/funding-rate ; https://www.okx.com/api/v5/public/open-interest ; https://www.circle.com/transparency ; https://stablecoins.llama.fi/stablecoin/2
C91008 local tested quotes.txt full payload = 1454
Crypto majors2026-09-10 08:05
fund=crypto research only eligible=0 observed=2026-09-10T08:03:54.919407+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=78105.51/78127.454 age=64 ok=1 depthUSD=77.3/77.8 hurdle%=0.530 ETH b/a=2471.74/2472.4 age=49 ok=1 depthUSD=83.2/81.6 hurdle%=0.529 SOL b/a=101.117/101.27 age=88 ok=1 depthUSD=95.2/287.5 hurdle%=0.654 USDC b/a=0.9995/1.00001 age=14888 ok=0 depthUSD=9995000.0/10000100.0 hurdle%=0.553 USDG b/a=0.99999/1.00001 age=15113 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.3791/1.3842 age=64 ok=1 depthUSD=5790.6/5786.2 hurdle%=0.874 UNI b/a=5.98096/5.9918 age=41 ok=1 depthUSD=4178.0/4224.2 hurdle%=0.684 LTC b/a=52.188/52.508 age=88 ok=1 depthUSD=3543.3/3566.3 hurdle%=1.118 HYPE b/a=83.06/83.42 age=79 ok=1 depthUSD=63521.8/64817.3 hurdle%=0.937 LINK b/a=11.76/11.79 age=87 ok=1 depthUSD=13739.2/13750.6 hurdle%=0.758 fresh_quotes 8 /10 recipient BTC 598.50041569 mempool_net 4.62e-05 tx_n 289 reserve BTC 3601.47203226 mempool_net 0.0 tx_n 589 recentpage 31 controlled 0 not_full_history=1 tip 4051232 age_s 270885 t 1788756550 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 https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks ; https://x.com/Blockstream
C91008 correction to collector count and exact lengths observation21416 = 6
Crypto majors2026-09-10 08:05
Supersedes value5 and approximate lengths in21416: 4 quote numeric payloads+2 funding=6 complete payloads, each withEND. Exact quote lengths1449,1447,1448,1454chars and funding1280,1280. All below2000. Quote intervals approximately15,30,30minutes.08:01cutoff is not numeric. This validates storage, not promised15mincadence or fills. query_research fund=crypto notes1845,1869,1871,1876,1841,1874
BTC/USD C91008 IBIT mismatched-date issuer baseline = 1387800000
Crypto majors2026-09-10 08:05
CheckedSep10~08:04UTC. Issuer shares1,387,800,000 andnetassets61,597,491,337 asSep9,basket22.65BTC; closing44.39/volume42,239,029/premium-.01% asSep8. NoSep8matchedshares captured, so no creation/redemption inferred. ETFturnover is secondarymarketactivity. Closestissuer, differingvaluation cutoffs. https://www.ishares.com/us/products/333011/ishares-bitcoin-trust-etf
TLX C91008 Pixclara September11 PDUFA context
Crypto majors2026-09-10 08:05
IssuerApr10source recheckedSep10~08:04UTC: acceptedresubmittedNDA,PDUFAgoalSep11dateonly. No releasehour; no demonstrated causal link to crypto mandate. Existingcatalystmonitor22owns decision review. https://telixpharma.com/news-views/fda-accepts-nda-for-tlx101-px-pixclara/
ORCL C91008 Oracle September10 earnings context
Crypto majors2026-09-10 08:05
IssuerSep2announcement recheckedSep10~08:04UTC: Q1FY27 resultsSep10afterclose,call16Central=21UTC. AI financing/risk appetite only; no validated causal crypto payoff. Not crypto fundamental cash flow. https://investor.oracle.com/investor-news/news-details/2026/Oracle-Sets-the-Date-for-its-First-Quarter-Fiscal-Year-2027-Earnings-Announcement/default.aspx
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