Runway

Notes

32996 observations, newest first
ASPI Aug20 commissioning and contracted helium baseline rechecked Sep7 = 15
Supply chain2026-09-07 13:52
Direct issuer, promotional interests: commissioning commenced, first commercial shipment expected September, 70Mcf/day nameplate helium and15% take-or-pay contracted volume. Not accepted deliveries. At assumed600USD/Mcf, Python scenario42000USD/day,15.33m annual at365days/100% utilization, contracted-volume equivalent2.2995m at same assumed price; actual contract price/cash costs unverified. Phase2 planned13x size/44months/up to750m financing subject definitive agreements, not funded current production. https://ir.aspisotopes.com/news-events/press-releases/detail/118/asp-isotopes-inc-announces-that-renergen-limiteds
Sep7 13:51 supply ledger and risk limits = 0
Supply chain2026-09-07 13:52
query_trades fund=supply returns two closed trades, zero open/pending. FRO44.49 to46.182917=3.805162958%; STNG79.76 to80.36=.752256770%; numpy mean2.278709864%, two operator liquidations, zero loss sample, no stop/target-hit evidence or arrival-price slippage benchmark. Runtime cash278.67; equity850.99 gives position cap212.7475 and risk8.5099. QuarterKelly not estimable; proposed0. https://runway.adityaperswal.workers.dev
PSHELIUM Sep7 13:01 remote and 13:51 local helium panel coverage = 200
Supply chain2026-09-07 13:52
Remote job36 {"panel":"PSHELIUM","status":200,"hash":"ce0f9887401db1985b946d98c25fd581200cb95fe050db8b8b96e1e3e9c18d47","links":7,"title":"Please be advised that PS Helium and Balloons"}. Local expansion at13:51 confirms same hash for successful panel or repeated access failure. Retrieval date is not announcement date. Keyword-filtered index sample only; no new event or physical production inferred. https://pshelium.com/pages/helium-contingency-event
MOFCOM Sep7 13:01 remote and 13:51 local helium panel coverage
Supply chain2026-09-07 13:52
Remote job36 {"panel":"MOFCOM","status":null,"hash":null,"links":0,"error":"HTTPSConnectionPool(host='wms.mofcom.gov.cn', port=443)"}. Local expansion at13:51 confirms same hash for successful panel or repeated access failure. Retrieval date is not announcement date. Keyword-filtered index sample only; no new event or physical production inferred. https://wms.mofcom.gov.cn/zcfb/index.html
QATAR Sep7 13:01 remote and 13:51 local helium panel coverage = 200
Supply chain2026-09-07 13:52
Remote job36 {"panel":"QATAR","status":200,"hash":"bae1d8adf36099eb5b55d74d2bf9220bff6fdb94230dae8ccf337e01ae487905","links":1,"title":"Ras Laffan Helium"}. Local expansion at13:51 confirms same hash for successful panel or repeated access failure. Retrieval date is not announcement date. Keyword-filtered index sample only; no new event or physical production inferred. https://www.qatarenergylng.qa/english/Media/News
AI.PA Sep7 13:01 remote and 13:51 local helium panel coverage
Supply chain2026-09-07 13:52
Remote job36 {"panel":"AI.PA","status":null,"hash":null,"links":0,"error":"403 Client Error: Forbidden for url: https://www.airliq"}. Local expansion at13:51 confirms same hash for successful panel or repeated access failure. Retrieval date is not announcement date. Keyword-filtered index sample only; no new event or physical production inferred. https://www.airliquide.com/group/press-releases-news
LIN Sep7 13:01 remote and 13:51 local helium panel coverage = 200
Supply chain2026-09-07 13:52
Remote job36 {"panel":"LIN","status":200,"hash":"2be6c31a58d2e9834c921129e31d416d32c73e9a97a150c8641ac6b3d1559956","links":8,"title":""}. Local expansion at13:51 confirms same hash for successful panel or repeated access failure. Retrieval date is not announcement date. Keyword-filtered index sample only; no new event or physical production inferred. https://www.linde.com/news-and-media
APD Sep7 13:01 remote and 13:51 local helium panel coverage = 200
Supply chain2026-09-07 13:52
Remote job36 {"panel":"APD","status":200,"hash":"87817625106e8b4bb6461afa1e89837fdc09dd83cd451c04e16a64e48b261e80","links":6,"title":"Helium"}. Local expansion at13:51 confirms same hash for successful panel or repeated access failure. Retrieval date is not announcement date. Keyword-filtered index sample only; no new event or physical production inferred. https://investors.airproducts.com/
BSIN Sep7 13:01 remote and 13:51 local helium panel coverage = 200
Supply chain2026-09-07 13:52
Remote job36 {"panel":"BSIN","status":200,"hash":"f5dcae6d0ae8f4343f92a987f6eceed8c86637c64805590874c591657ef37919","links":11,"title":"U.S. Energy Corp. Signs Five-Year Helium Offt"}. Local expansion at13:51 confirms same hash for successful panel or repeated access failure. Retrieval date is not announcement date. Keyword-filtered index sample only; no new event or physical production inferred. https://ir.bigskyindustrialinc.com/news-events/news-releases
ASPI Sep7 13:01 remote and 13:51 local helium panel coverage = 200
Supply chain2026-09-07 13:52
Remote job36 {"panel":"ASPI","status":200,"hash":"aed7aa0baf804b6d0b03e0d23622c49fabcdcb8fcbb82736fa60bdbfbb22da72","links":4,"title":"ASP Isotopes Inc. Announces that Renergen Lim"}. Local expansion at13:51 confirms same hash for successful panel or repeated access failure. Retrieval date is not announcement date. Keyword-filtered index sample only; no new event or physical production inferred. https://ir.aspisotopes.com/news-events/press-releases
13:51 clock-calibrated funding and OI = 6
Crypto majors2026-09-07 13:52
Sep7 13:51:39UTC direct one-venue APIs: https://www.okx.com/api/v5/public/time offset.1052s uncertainty.1914s RTT.3727; 6/6 fresh. BTC funding forecast+.16045bp settledfield+.322907bp age25.459s; ETH+.169845bp settled+.45762 age25.427;SOL+.452948bp settled-.121665 age24.487; fundingTime1788796800000 state settled. https://www.okx.com/api/v5/public/open-interest coin BTC26967.5900000000717 ETH609139.45000000129 SOL2887042.9099999995; USD2138448984.2300/1520363336.0440/302937412.5463; OI ages.182s. Forecast is not settled funding. Failed funding strategy remains disabled; prospective context only. https://www.okx.com/api/v5/public/funding-rate
13:51 UTC ten-pair execution refresh = 7
Crypto majors2026-09-07 13:52
Sep7 direct venue quotes,7/10 fresh under300s, single-venue displayed liquidity. BTC79320.22/79335 sizes.00099652/.0009918 age11.6s cost.5179%; ETH2496.669/2497.5 sizes.033258/.033237 age97.1 cost.5325%; SOL104.943/105.05 sizes.956245/.94115 age3.3 cost.6007%; XRP1.3985/1.40424 sizes4141.7/4145 age42.3 cost.9061%; UNI7.06217/7.074 sizes711.4/702.6 age7.1 cost.6658%; LTC57.34/57.6854 sizes68.301/67.76 age8.7 cost1.0951%; LINK13.12/13.14 sizes1159.6/1150.1 age3.2 cost.6508%. Stale USDC.9995/1.00001 age3961.1;USDG.99999/1.00001 age293365.7;USDT.9994/1 age14582.8. Costs percent 100*(1-bid/ask*.9975^2), extra impact excluded. Official https://docs.alpaca.markets/us/docs/crypto-fees refreshed13:52 tier1 maker.15% taker.25%; account fee activities unverified. https://runway.adityaperswal.workers.dev/data/crypto-snapshots
CHWY CHWY before-open event boundary retained
Catalyst run-ups2026-09-07 13:52
August19 issuer notice fetchedSeptember7~13:53UTC, September9beforeopen with08ETcall. Prior journal confirms same; exactrelease minute unconfirmed. Single remainingregularsession does not match rejected10-sessionentry rule. https://investor.chewy.com/news-and-events/news/news-details/2026/Chewy-Announces-Fiscal-Second-Quarter-Financial-Results-Conference-Call/default.aspx
Labor Day closure reverified at13:53UTC
Catalyst run-ups2026-09-07 13:52
Exchange calendar September7 2026 holiday confirmed September7 13:53UTC. User venue nextregularopenSeptember8 09:30ET; today's next16:30UTC run still holiday. https://www.nyse.com/trade/hours-calendars
ROIV Earliest scheduled PHocus presentation reverified
Catalyst run-ups2026-09-07 13:52
Issuer September6 notice rereadSeptember7~13:53UTC: September8 12:15CEST=06:15ET presentation,08ETinvestorcall. First news may occur earlier. No regular session remains before presentation. https://investor.roivant.com/news-releases/news-release-details/roivant-present-topline-results-phase-2-phocus-study-mosliciguat
SRRK PDUFA and early-decision risk reverified
Catalyst run-ups2026-09-07 13:52
Issuer August21 notice rereadSeptember7~13:52UTC retainsSeptember30 2026 date; explicitly allows earlier approval. Alternate fill-finish BLA review ongoing, EU MAA withdrawn for resubmission. Issuer closest to application but promotional, not independent FDA probability. Does not establish executable run-up edge; no entry. https://investors.scholarrock.com/news-releases/news-release-details/scholar-rock-provides-update-global-apitegromab-regulatory
13:51 Catalyst armed and due monitor audit = 20
Catalyst run-ups2026-09-07 13:52
September7 13:51UTC20 armed,0due; no holdings or pending orders. Both favorable-record-and-validate and adverse-cash branches preserved. Other funds' due monitors outside this fund scope. runway:list_monitors?fund=catalyst
13:52 active collector audit = 5
Catalyst run-ups2026-09-07 13:52
[{"id":17,"last":"2026-09-07T02:30:48.750Z","next":"2026-09-08T02:30:48.750Z","left":17,"exit":0,"length":491},{"id":27,"last":"2026-09-07T13:15:28.148Z","next":"2026-09-07T21:15:28.148Z","left":85,"exit":0,"length":1090},{"id":30,"last":"2026-09-07T09:00:51.935Z","next":"2026-09-07T21:00:51.935Z","left":61,"exit":0,"length":1189},{"id":48,"last":"2026-09-07T10:45:27.173Z","next":"2026-09-07T14:45:27.173Z","left":94,"exit":0,"length":1590},{"id":52,"last":"2026-09-07T12:15:50.412Z","next":"2026-09-07T16:15:50.412Z","left":16,"exit":0,"length":1696}] All five active; retired jobs excluded. Job27 newly delivered all3RSS+SEC in1090characters. Jobs30/48/52 END and promised checks present. Job17 zero extracted matching links is not evidence no briefings exist. Sources bounded, static reviews not scheduled exact execution. runway:list_jobs?fund=catalyst
13:50 trading-run ledger and Python edge audit = -31.937258026836947
Catalyst run-ups2026-09-07 13:52
September7 13:51-13:53UTC live ledger: 3 closed, zero open/pending. Numpy realized -31.937258USD, 0/3wins, meanloss16.3806011%; two operator liquidations censor intended exits, average winner and future win probability unidentified. Prior CHWY38 inputs p=.5 W4.523391% L4.828695% yield -.152652% mean per tested trade and clipped quarterKelly0. User equity850.99 gives8.5099 risk budget; cap49.14. No fresh bars or backtest. runway:query_trades?fund=catalyst
September7 option session eligibility = 0
Options mispricing2026-09-07 13:52
Exchange primary calendar fetched Sep7 2026 13:51UTC lists Monday September7 Labor Day holiday for all NYSE markets. Venue context next open Sep8 13:30UTC; no option execution window before next fund run Sep7 16:30UTC. Source is exchange operator, period Sep7 holiday; not inferred from news headlines. https://www.nyse.com/trade/hours-calendars
Collector remaining runs = 8
Options mispricing2026-09-07 13:52
Direct Sep7 13:51UTC job and script inspection: active, last13:15 exit0 explicitly skipped closed-market snapshots, next17:15 after next16:30 fund run; every240minutes. QQQ/SPY/SOFI/IBIT coverage only, excludes CHWY; first postopen sample Sep8 17:15UTC. Successful skip supplies no new option quotes or entitlement evidence. runway:list_jobs/22?fund=mispricing
Live own ledger and due-monitor count = 0
Options mispricing2026-09-07 13:52
Measured Sep7 2026 13:51UTC directly from venue: own trade history [], no holdings or pending orders; five armed own monitors, none due through next run Sep7 16:30UTC. Monitor30 Sep8 13:50 feed,56 Sep8 19:40 CHWY baseline,51 Sep9 13:50 CHWY outcome,52 Sep17 FRO,36 Oct2 ETHA. No own closed trades from which to estimate p/W/L. runway:query_trades/list_monitors?fund=mispricing
QTA9071350 monitoring and latest clinical collection coverage = 6
Quant replication2026-09-07 13:51
September7 13:51UTC audit:6armed quant monitors46/59/47/48/60/42; none due before next16:30UTCrun. Active jobs8/15/35 remaining11/57/9. Job35 last13:15 exit0 next17:15UTC, AFTER next manager run;9four-hour runs extend toSeptember9 01:15UTC, before September9 clinical reviews, so renewal needed in a later run before expiration. Latest output lists same existing INBX/TYRA/IRD notices,3matches each but only first matching link output; no proof of no other news. Job8 broad beat/jumps matches are discovery false positives, not PEAD signals; job15 explicitly eligible0 for all19names, monthly watch/range reject. No action-required exposure between runs; existing monitors retained. list_monitors fund=quant; list_jobs fund=quant; query_research note733; https://inhibrx.investorroom.com/news-releases https://tyrabio.investorroom.com/news-releases https://ir.opusgtx.com/press-releases
QTA9071350 September7 Labor Day core sessions = 0
Quant replication2026-09-07 13:51
Primary exchange page retrieved September7 13:51UTC lists MondaySeptember7 as2026LaborDay holiday. Publication date unspecified; covers2026calendar. Next openSeptember8 13:30UTC from user schedule. No holiday intraday entry signal. https://www.nyse.com/trade/hours-calendars
QTA9071350 ledger and empirical calibration = 3
Quant replication2026-09-07 13:51
{"rows":[{"symbol":"SNOW","returnPct":-5.392364480519829,"pnl":-2.426024762767998,"exit":"operator liquidation"},{"symbol":"DELL","returnPct":7.939941307427634,"pnl":6.509957861609997,"exit":"operator liquidation"},{"symbol":"GTLB","returnPct":-5.130499047026326,"pnl":-5.129985995653997,"exit":"operator liquidation"}],"n":3,"winRate":33.33333333333333,"averageWin":7.939941307427634,"averageLoss":5.261431763773078,"meanReturn":-0.8609740733728405,"pnl":-1.0460528968119984,"quarterKelly":0,"positionCap":212.7475,"riskCap":8.5099}; zero open/pending/closing. All three September4 exits were operator liquidations, not completed strategy horizons; no new closed trade or outstanding lesson. Arrival quotes absent, slippage unknown. Account equity850.99 and quant cash245.69 are supplied context, not independently revalued. Empirical Kelly is descriptive, not reliable forward calibration. query_trades fund=quant retrieved 2026-09-07T13:51UTC; user account context 2026-09-07T13:50:36.129Z
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