Notes

FiledFeb12 2026; readSep8. Limited/sole-source titanium sponge and specialized alloys; alternate sources require approvals/qualification. Customer production cuts, vertical integration, repricing and penalties can turn supplier scarcity into lost sales. Risk factors do not establish current outage. https://www.sec.gov/Archives/edgar/data/4281/000000428126000012/hwm-20251231.htm

Q2sales1261.1m,netincome attributable151m,adjEBITDA284.4m/22.6%; Q2includes9.9m asset gain and excludes23.6m charges, including2.6m receivable-sale loss. H1CFO260m-capex123.8m=136.2m simple FCF; inventory cash use266m. FYadjEPS4.90–5.18,adjFCF550–600m guidance, not actual. Issuer close to accounts but optimistic adjustment/forecast bias; collectedSep8. https://ir.atimaterials.com/news-events/news-details/2026/ATI-Announces-Second-Quarter-2026-Results/default.aspx

Read Sep8; filedFeb20 for2025. No single customer >10% sales, but endmarket OEM concentration persists. Materials demand leads aircraft delivery6–12months. Uses70m lb nickel/year; $1/lb increase mechanically70m gross cost before surcharges. Limited raw suppliers, China export exposure, helium/argon dependency; long manufacture and fixed customer terms can delay recovery. Closest issuer legal disclosure; risk exposure is not evidence of a new outage. https://www.sec.gov/Archives/edgar/data/1018963/000162828026010140/ati-20251228.htm

Primary issuer accessedSep8; data asofSep4: NAV98.07, close98.28, premium0.22%,167holdings,expense0.49%,P/E19.26,P/B2.08. Fund targets Japanese equities; issuer explains systematic fair valuation and distinct vendor/valuation prices and FX times. Thus asynchronous Tokyo/NY observations are not riskless parity. Semiannual distributions; future ex-date not established. No option fair-value claim based on NAV premium. https://www.ishares.com/us/products/239665/ishares-msci-japan-etf

CollectedSep8: Sep3ACDC186 discussionagreesOctober6Sepolia,defersHoodi. August6 ethereum.org/roadmap/glamsterdam stillsaysSep28; staleoverview differslaterdecision. Sep7 https://blog.ethereum.org/2026/09/07/protocol-priorities usesDecember2026shipping cadence,notexactactivationdate. No issuer earnings/FDA causalcryptoedge established; no crypto proposalfromcalendar. https://ethereum-magicians.org/t/all-core-devs-consensus-acdc-186-september-3-2026/29496

Collected Sep8 02:02–02:05UTC. Primary venue/API except Yahoo secondary consolidated prices; current displayed quotes are not historical executable fills. [{"symbol":"3350.T","currency":"JPY","exchange":"JPX","price":263,"previousClose":300,"changePct":-12.333333333333334,"asOf":"2026-09-08T01:47:15.000Z"},{"symbol":"3825.T","currency":"JPY","exchange":"JPX","price":230,"previousClose":228,"changePct":0.8771929824561403,"asOf":"2026-09-08T01:43:47.000Z"},{"symbol":"3189.T","currency":"JPY","exchange":"JPX","price":107,"previousClose":121,"changePct":-11.570247933884298,"asOf":"2026-09-08T01:42:24.000Z"},{"symbol":"0434.HK","currency":"HKD","exchange":"HKG","price":3.04,"previousClose":2.94,"changePct":3.40136054421769,"asOf":"2026-09-08T01:43:32.000Z"},{"symbol":"BC8.DE","currency":"EUR","exchange":"GER","price":35.74,"previousClose":37.32,"changePct":-4.233654876741689,"asOf":"2026-09-07T15:36:31.000Z"},{"symbol":"BTCW.SW","currency":"CHF","exchange":"EBS","price":15.282,"previousClose":15.086,"changePct":1.2992178178443572,"asOf":"2026-09-07T15:18:03.000Z"}] https://query1.finance.yahoo.com/v8/finance/chart/

Collected Sep8 02:02–02:05UTC. Primary venue/API except Yahoo secondary consolidated prices; current displayed quotes are not historical executable fills. fund=crypto RESEARCH ONLY eligible=0; failed funding rule remains REJECT Sources https://www.okx.com/api/v5/public/time ; https://www.okx.com/api/v5/public/funding-rate ; https://www.okx.com/api/v5/public/open-interest {"clock_offset_s": 0.1119, "uncertainty_s": 0.1966, "rtt_s": 0.3831} {"symbol":"BTC","endpoint":"funding-rate","eligible":0,"ts":"1788832933580","local_age_s":11.22,"exchange_age_s":11.332,"fresh":true,"forecast_bp":0.237747,"settlement_field_bp":0.295278,"fundingTime":"1788854400000","settState":"settled"} {"symbol":"BTC","endpoint":"open-interest","eligible":0,"ts":"1788832944694","local_age_s":0.095,"exchange_age_s":0.207,"fresh":true,"oi_contracts":"2707403.55000000687","oi_coin":"27074.0355000000687","oi_usd":"2149177549.04325545350905"} {"symbol":"ETH","endpoint":"funding-rate","eligible":0,"ts":"1788832933625","local_age_s":11.174,"exchange_age_s":11.286,"fresh":true,"forecast_bp":0.392903,"settlement_field_bp":0.503124,"fundingTime":"1788854400000","settState":"settled"} {"symbol":"ETH","endpoint":"open-interest","eligible":0,"ts":"1788832944778","local_age_s":0.109,"exchange_age_s":0.221,"fresh":true,"oi_contracts":"6083159.5100000184","oi_coin":"608315.95100000184","oi_usd":"1522213336.8253446043056"} {"symbol":"SOL","endpoint":"funding-rate","eligible":0,"ts":"1788832934545","local_age_s":10.251,"exchange_age_s":10.363,"fresh":true,"forecast_bp":-0.019974,"settlement_field_bp":0.062525,"fundingTime":"1788854400000","settState":"settled"} {"symbol":"SOL","endpoint":"open-interest","eligible":0,"ts":"1788832944695","local_age_s":0.102,"exchange_age_s":0.214,"fresh":true,"oi_contracts":"2920823.01000000081","oi_coin":"2920823.01000000081","oi_usd":" https://www.okx.com/api/v5/public/funding-rate ; https://www.okx.com/api/v5/public/open-interest

Collected Sep8 02:02–02:05UTC. Primary venue/API except Yahoo secondary consolidated prices; current displayed quotes are not historical executable fills. fund=crypto RESEARCH ONLY eligible=0; one-venue displayed quotes, not global depth; source=https://runway.adityaperswal.workers.dev/data/crypto-snapshots BTC t=2026-09-08T02:02:04.940273097Z age=19.3s fresh=1 bid=79367.3 ask=79401 bs=0.0009999 as=0.0009919 spread_bp=4.245 rt_pct=0.5416 ETH t=2026-09-08T02:01:35.160288646Z age=49.1s fresh=1 bid=2501.61 ask=2502.109 bs=0.0335409 as=0.0332869 spread_bp=1.995 rt_pct=0.5192 SOL t=2026-09-08T02:00:52.531126065Z age=91.7s fresh=1 bid=104.266 ask=104.36 bs=0.9462 as=0.959414 spread_bp=9.011 rt_pct=0.5890 USDC t=2026-09-07T12:45:36.483849263Z age=47807.7s fresh=0 bid=0.9995 ask=1.00001 bs=10000000 as=10000000 spread_bp=5.101 rt_pct=0.5501 USDG t=2026-09-04T04:22:11.909212683Z age=337212.3s fresh=0 bid=0.99999 ask=1.00001 bs=10000000 as=10000000 spread_bp=0.200 rt_pct=0.5014 XRP t=2026-09-08T02:01:27.577527587Z age=56.6s fresh=1 bid=1.4 ask=1.406 bs=4168.8 as=4158.7 spread_bp=42.766 rt_pct=0.9240 UNI t=2026-09-08T02:02:09.061662574Z age=15.2s fresh=1 bid=7.0995 ask=7.116 bs=711.258 as=709.48 spread_bp=23.214 rt_pct=0.7301 LTC t=2026-09-08T02:01:29.525020301Z age=54.7s fresh=1 bid=55.5722 ask=55.92 bs=67.346 as=67.8833 spread_bp=62.390 rt_pct=1.1182 USDT t=2026-09-07T23:23:46.149480656Z age=9518.1s fresh=0 bid=0.999195 ask=1 bs=166140.38 as=499350.77 spread_bp=8.053 rt_pct=0.5795 LINK t=2026-09-08T02:02:00.162730836Z age=24.1s fresh=1 bid=12.779 ask=12.8027 bs=1154.496 as=1164.944 spread_bp=18.529 rt_pct=0.6836 fresh_valid=7/10; funding and all trading rules remain independently gated; no orders https://runway.adityaperswal.workers.dev/data/crypto-snapshots

Collected Sep8 02:02–02:05UTC. Primary venue/API except Yahoo secondary consolidated prices; current displayed quotes are not historical executable fills. RESEARCH ONLY eligible=0 published USD inventory, not live Assets; present 36 /36 incomplete7days USDG signals AVAX,BAT,DOT,FIL,LTC Source=https://runway.adityaperswal.workers.dev/data/crypto-bars 7 completed UTC days; rank includes stablecoins USDC vol7=$7860178 days=7/7 close=0.999755 prior20=1.000005 signal=0 lastday_zero=0 BTC vol7=$986845 days=7/7 close=79096.805 prior20=81269.4915 signal=0 lastday_zero=0 USDG vol7=$403326 days=3/7 close=1 prior20=None signal=0 lastday_zero=1 ETH vol7=$395323 days=7/7 close=2490.4615 prior20=2515.933 signal=0 lastday_zero=0 SOL vol7=$249102 days=7/7 close=103.8095 prior20=109.15 signal=0 lastday_zero=0 XRP vol7=$238212 days=7/7 close=1.397 prior20=1.51966 signal=0 lastday_zero=0 UNI vol7=$158712 days=7/7 close=6.85844 prior20=7.294845 signal=0 lastday_zero=0 LTC vol7=$152064 days=7/7 close=55.20535 prior20=54.95535 signal=1 lastday_zero=0 LINK vol7=$145394 days=7/7 close=12.75 prior20=13.2346 signal=0 lastday_zero=0 USDT vol7=$87061 days=7/7 close=0.9995975 prior20=1.0003075 signal=0 lastday_zero=0 https://runway.adityaperswal.workers.dev/data/crypto-bars

Sep8 02:01UTC ledger onlytrade10:137.2644226836notional,.001681857BTC entry81614.8 exit81548.7; operator liquidationSep3 20:30:20 after entry19:42:24. Netprice return−.080990%; no ordinaryexit,stophitrate orsession/order-typeslippage calibration. Noopen/pendingpositions; research run funded235.86 cash. One censored loss cannot set Kelly. query_trades fund=crypto

Sep8 02:02UTC primary explorer, complete pagination195 recipient/580reserve confirmed tx;9 recipient spends,209 reserve spends. Recipient confirmed598.4997945BTC,reserve3597.47197696BTC. Recipient sends to reserve3400BTC plus8x.00001BTC; latest recipient spend965973,principal return965950; latest reserve spend965804 precedes principal return. Extra dust deposits are not principal recovery. Address histories not atomic and explorer is not authenticated controller. No confirmed later reserve spend in retrieved history; cannot prove working pegouts. https://blockstream.info/api/address/bc1ql4mfu6aundtkksxklfajs2h3t9nzcd6gyqjlte/txs/chain ; https://blockstream.info/api/address/bc1qdlld6antmv4xug242ed83q7k4rqw50cwfns38szx4qu2f4jwaxxsuhwxxr/txs/chain

Aug21 issuer Q2 report collectedSep8: September28 Emcitate/tiratricol PDUFA retained after mid/latecycle meetings; no plannedadcom issuerreported,not approval. Q2 MSEK revenue17.4 vs14.5,+23%CER; loss108.9 vs77.6; cash378.4; totalcashflow+230.2 includesquartergross350equityraise. H1 revenue30.7,loss203.4,totalcashflow157.5. 17US EAP hospitals/~60patients are access,notpaid sales. Financing vs operating cash must remain distinct; venue/FX/edge unknown. https://www.egetis.com/mfn_news/egetis-interim-report-q2-2026/

Sep1 issuer announcement collected Sep8~02:03UTC confirms September14 2026 aftermarket release and17ETcall for quarter endedAugust4. Estimated weekly earningstoday Sep21 entry is inconsistent, not a confirmed amendment. 4 remaining regular sessions Sep8–11 excluding full event day; tested T5 entry has passed. https://daveandbusters.gcs-web.com/news-releases/news-release-details/dave-busters-entertainment-inc-report-second-quarter-2026

FetchedSep8~02:02UTC. Both footer timestamps File Creation Time:0904202621:31. Combined exchange-listed census excludes Test Issue=Y, deduplicates symbol; includes ETFs/warrants/units so not equivalent to optionable universe. Snapshot SIP attempt failed subscription denial; single IEX probe AAPL/EWJ/IBIT succeeds. Listing coverage does not establish options eligibility. https://www.nasdaqtrader.com/dynamic/SymDir/nasdaqlisted.txt ; https://www.nasdaqtrader.com/dynamic/SymDir/otherlisted.txt

Direct request Sep8 about02:02UTC returned OPRA agreement is not signed. Primary venue response; no executable quote entitlement. Indicative feed remains descriptive per https://docs.alpaca.markets/us/docs/historical-option-data queried today; actual historical coverage documented sinceFebruary2024 does not prove our access. https://runway.adityaperswal.workers.dev/data/option-chain/QQQ?feed=opra&limit=1

{"s":"INBX","source":"https://inhibrx.investorroom.com/news-releases","utc":"2026-09-08T00:21:24.045129+00:00","hash":"7c04bdaf899b","matches":3,"omitted":0,"links":["/2026-09-04-Inhibrx-To-Host-Webcast-Presentation-to-Provide-Primary-Endpoint-Results-for-INBRX-106-Phase-2-First-Line-HNSCC-Study","/2026-08-13-Inhibrx-Reports-Second-Quarter-2026-Financial-Results","/2026-05-14-Inhibrx-Reports-First-Quarter-2026-Financial-Results"],"coverage":"partial keyword listing; no orders"} {"s":"TYRA","source":"https://tyrabio.investorroom.com/news-releases","utc":"2026-09-08T00:21:24.047650+00:00","hash":"74edb8d0b7f6","matches":3,"omitted":0,"links":["/2026-09-04-Tyra-Biosciences-to-Host-Conference-Call-on-Initial-Results-of-Oral-Dabogratinib-from-the-SURF302-Phase-2-Study-for-IR-NMIBC-on-September-9,-2026","/2026-08-04-Tyra-Biosciences-Reports-Second-Quarter-2026-Financial-Results-and-Recent-Highlights","/2026-05-13-Tyra-Biosciences-Reports-First-Quarter-2026-Financial-Results-and-Recent-Highlights"],"coverage":"partial keyword listing; no orders"} {"s":"IRD","source":"https://ir.opusgtx.com/press-releases","utc":"2026-09-08T00:21:24.113388+00:00","hash":"0765ec772d22","matches":3,"omitted":0,"links":["/press-releases/detail/542/opus-genetics-to-present-opgx-best1-cohort-1-clinical-data-in-investor-webcast-and-at-upcoming-leading-ophthalmology-conferences","/press-releases/detail/540/opus-genetics-announces-financial-results-for-second-quarter-2026-and-provides-corporate-update","/press-releases/detail/538/opus-genetics-provides-best1-program-update-with-detailed-timeline-for-opgx-best1-results"],"coverage":"partial keyword listing; no orders"} https://inhibrx.investorroom.com/news-releases ; https://tyrabio.investorroom.com/news-releases ; https://ir.opusgtx.com/press-releases

Job62scheduledrunexit0,last00:15:24,next04:15:24,17remaining;butoutputtruncatesinsideIRDURL. Local2548byteoutput isnot sufficient evidence thatscheduledoutputfits. Manualall9linksobservations9817-9819preserved. Replacingwithpath-only/no-title,12charhashcompactscript; oldsuccessfulscheduling doesnotprovecompletecollection. Thiscorrects priorcommentary inference that2.5KBwouldavoidtruncation. list_jobs fund=quant September8 00:20UTC ; job62scheduledoutput00:15:24UTC

Queried00:02and00:16Sep8: onlytrade10,closedSep3 20:30:20UTC operatorliquidation. Entry81614.8exit81548.7,notional137.2644226836,qty.001681857. Noopen/pending/closingpositions. Exitunderanhourafterentry,notstrategyexit; cannotestimateordinarywin/loss,stophitrate ortype-specificslippage fromthissinglecensoredrecord. No awaitinglesson flag. query_trades fund=crypto

Scheduled sandbox primary API output; lastRunAt=2026-09-08T00:15:24.180Z,exit=0,remaining=2,next=2026-09-08T01:15:24.180Z. fund=crypto RESEARCH ONLY eligible=0; failed funding rule remains REJECT Sources https://www.okx.com/api/v5/public/time ; https://www.okx.com/api/v5/public/funding-rate ; https://www.okx.com/api/v5/public/open-interest {"clock_offset_s": 0.0407, "uncertainty_s": 0.1182, "rtt_s": 0.2263} {"symbol":"BTC","endpoint":"funding-rate","eligible":0,"ts":"1788826524579","local_age_s":20.03,"exchange_age_s":20.071,"fresh":true,"forecast_bp":0.291996,"settlement_field_bp":0.295278,"fundingTime":"1788854400000","settState":"settled"} {"symbol":"BTC","endpoint":"open-interest","eligible":0,"ts":"1788826544567","local_age_s":0.074,"exchange_age_s":0.115,"fresh":true,"oi_contracts":"2721490.51000001019","oi_coin":"27214.9051000001019","oi_usd":"2149650924.0388080488772"} {"symbol":"ETH","endpoint":"funding-rate","eligible":0,"ts":"1788826524625","local_age_s":20.013,"exchange_age_s":20.053,"fresh":true,"forecast_bp":0.452424,"settlement_field_bp":0.503124,"fundingTime":"1788854400000","settState":"settled"} {"symbol":"ETH","endpoint":"open-interest","eligible":0,"ts":"1788826544564","local_age_s":0.081,"exchange_age_s":0.121,"fresh":true,"oi_contracts":"6089265.4300000174","oi_coin":"608926.54300000174","oi_usd":"1513310333.9290343242654"} {"symbol":"SOL","endpoint":"funding-rate","eligible":0,"ts":"1788826525642","local_age_s":18.962,"exchange_age_s":19.002,"fresh":true,"forecast_bp":0.024028,"settlement_field_bp":0.062525,"fundingTime":"1788854400000","settState":"settled"} {"symbol":"SOL","endpoint":"open-interest","eligible":0,"ts":"1788826544568","local_age_s":0.075,"exchange_age_s":0.116,"fresh":true,"oi_contracts":"2917846.3099999 https://www.okx.com/api/v5/public/funding-rate

Scheduled sandbox primary API output; lastRunAt=2026-09-08T00:15:24.180Z,exit=0,remaining=4,next=2026-09-08T00:45:24.180Z. fund=crypto RESEARCH ONLY eligible=0; one-venue displayed quotes, not global depth; source=https://runway.adityaperswal.workers.dev/data/crypto-snapshots BTC t=2026-09-08T00:15:24.124084233Z age=5.2s fresh=1 bid=79005.32 ask=79034.162 bs=0.0010061 as=0.00099353 spread_bp=3.650 rt_pct=0.5357 ETH t=2026-09-08T00:15:26.835044041Z age=2.5s fresh=1 bid=2485.92 ask=2486.564 bs=0.0333242 as=0.03322 spread_bp=2.590 rt_pct=0.5251 SOL t=2026-09-08T00:15:27.538911155Z age=1.8s fresh=1 bid=103.61 ask=103.7 bs=0.9524 as=0.950216 spread_bp=8.683 rt_pct=0.5857 USDC t=2026-09-07T12:45:36.483849263Z age=41392.9s fresh=0 bid=0.9995 ask=1.00001 bs=10000000 as=10000000 spread_bp=5.101 rt_pct=0.5501 USDG t=2026-09-04T04:22:11.909212683Z age=330797.4s fresh=0 bid=0.99999 ask=1.00001 bs=10000000 as=10000000 spread_bp=0.200 rt_pct=0.5014 XRP t=2026-09-08T00:15:07.12353039Z age=22.2s fresh=1 bid=1.395 ask=1.4002 bs=4159.05 as=4182.654 spread_bp=37.207 rt_pct=0.8689 UNI t=2026-09-08T00:14:44.480661704Z age=44.9s fresh=1 bid=6.8513 ask=6.8643 bs=711.5 as=704.396 spread_bp=18.957 rt_pct=0.6878 LTC t=2026-09-08T00:13:40.367811903Z age=109.0s fresh=1 bid=55.204 ask=55.55 bs=67.2089 as=68.2512 spread_bp=62.481 rt_pct=1.1191 USDT t=2026-09-07T23:23:46.149480656Z age=3103.2s fresh=0 bid=0.999195 ask=1 bs=166140.38 as=499350.77 spread_bp=8.053 rt_pct=0.5795 LINK t=2026-09-08T00:15:11.598327834Z age=17.7s fresh=1 bid=12.7425 ask=12.765 bs=1164.568 as=1156.748 spread_bp=17.642 rt_pct=0.6748 fresh_valid=7/10; funding and all trading rules remain independently gated; no orders https://runway.adityaperswal.workers.dev/data/crypto-snapshots

Scheduled sandbox primary API output; lastRunAt=2026-09-08T00:15:24.180Z,exit=0,remaining=9,next=2026-09-08T00:30:24.180Z. fund=crypto RESEARCH ONLY eligible=0 2026-09-08T00:15:28.887824+00:00 source=https://blockstream.info/api/address/bc1ql4mfu6aundtkksxklfajs2h3t9nzcd6gyqjlte reserve=bc1qdlld6antmv4xug242ed83q7k4rqw50cwfns38szx4qu2f4jwaxxsuhwxxr ; https://blockstream.info/liquid/api/blocks recipient confirmed_btc 598.4997795 mempool_net_btc 3.2e-06 tx_n 191 reserve confirmed_btc 3597.4719715 mempool_net_btc 0.0 tx_n 579 controlled_tx d7e8837c51cc625c2c6365d371d376b035209fa01434d4933971d6428d6d6d52 block_time 1788815003 retained_btc 598.49960884 to_reserve_btc 1e-05 controlled_tx fcd06c1bcb38e4c3eaf71c1137d7bdf935363ae3c14b590d5d1a501e326d2b99 block_time 1788806117 retained_btc 598.4995716 to_reserve_btc 1e-05 recent_page_n 26 controlled_n 3 page_is_not_complete_history=1 liquid_tip 4051232 time 1788756550 age_s 69979 tx_n 1 second_tip 4050335 age_s 123799 source=https://liquid.network/api/blocks Balance movement is not proof of sale/recovery; block production is not restored pegouts. Verify operator and controller continuity at next review; no automatic trade. https://blockstream.info/api/address/bc1ql4mfu6aundtkksxklfajs2h3t9nzcd6gyqjlte