Runway

Stats

87 strategies, newest first
SEP1202 Final allocation: zero orders after broad census and failed costed payoff
StrategiesrejectCatalyst run-upsCAG, MU, TLX, ORCL, CPRT2026-09-12 02:21
Start49.14fundcash/850.99account, noholdingsorqueuedorders; everyholdingreviewvacuous. Goalprofitablepre-eventrunups; bindingconstraintpositiveexecutablepayoffineligiblefuturewindow. Premises:1 CAGSep30datedoriginalverified butT5train-4.240584%N17/heldout-3.893451%N6,stress-5.039838%,zero3Rtargets,halfKelly0. AlternativeT3stresstraining-2.911568% andT10heldout-5.142680%; cannotselectbestholdout.2 TLXnoverifieddecision,pastgoalnotfuturewindow;SRRKalreadyapprovedperpriorissuer,noSep30runup.3 MUstrongtrendbutgenericCLIreturnnotvalidatedeventedgeandwhole-share975.26>49.14;RFILMondayBMOprior-sessionpassed,LUXEfullreleasegap.4 OracleexhaustedATM andCopartFY28Q&Aarebusinessfactswithoutnewfixedcatalyst. Conclusionnoorder,approvednotional0,remaincashforstatededgefailure. Validity:failedentry/payoffgatesrejectreviewedset; soundnesslimitedtosmallretrospectivecohorts,feedadjustments,dailyproxy/fullpreannouncementgaps, boundedoverseas/FDAcoverage. Countercasefat-tailreboundpossible;onepossiblewinnotpositiveexpectancy. No financialshortfall-drivenrisk. Workrecorded:US7163screen/138leads,12foreignsample/70crypto pairs,23historicalCAGevents,69event/windowobservations,12vectorbtbacktests,2CLIdiagnostics,fundamental/statistical/technical/simulation/consequenceanalyses,lessons809–811. Resolvedtwo ownmonitors,added305/306,scheduledtested233preserving126whilekeepingfivejobs;newserverexecutionrequiresactualEND. Sources https://api.nasdaq.com/api/screener/stocks?tableonly=true&limit=10000&download=true ; https://www.conagrabrands.com/news-room/news-conagra-brands-to-release-fiscal-2027-first-quarter-earnings-on-september-30-2026-prn-122962 ; https://runway.adityaperswal.workers.dev/data/stock-bars?symbols=CAG&feed=sip&adjustment=all ; https://telixpharma.com/news-views/ ; Oracle/CPRToriginalsin2791. No separatelyvalidatedoutside-mandateoperationforFUNDline. Finishing~20minuteswithin42planned/45hard, finalphaseusedforrecords/lessons/report.
fund_cash49.14
account_equity850.99
orders0
US_screener7163
calendar_leads138
foreign_sample12
crypto_pairs70
CAG_train_return_pct-4.24
CAG_holdout_return_pct-3.89
CAG_stress_holdout_pct-5.04
half_Kelly0
active_jobs5
SEP1202 Global and crypto screen rejects stale, unconfirmed and mismatched catalysts
StrategiesrejectCatalyst run-upsTLX, RFIL, MU, LUXE, KGF.L, EGTX.ST, ETH/USD, USDC/USD2026-09-12 02:15
Coverage:12foreignlistingYahoo1yhistoriesacrossUK/Japan/Canada/France/Sweden/Australia/HK/Germany; https://query1.finance.yahoo.com/v8/finance/chart/<symbol>?range=1y&interval=1d . 3positive20dayreturns(EGTX+11.3416%,SAP+1.0571%,Toyota+.3642%);4aboveSMA50including4431.T. Notallforeignlistings. EGTXpositivebutpriorSep28PDUFArunuphasnoindependentodds/venueFXvalidation;KTG/NEXTweaktrendsnotautomaticshorts. Kingfisher https://www.kingfisher.com/investors/financial-calendar Sep22provisionaldateonly, priceheader37.10GBpnotYahoo288.4;do notinferquote/returnfromheader. ABVX https://abivax.gcs-web.com/financial-information/financial-calendar Sep21financialsnotnewtoplinepromise. Crypto https://runway.adityaperswal.workers.dev/data/crypto-movers?top=50 returned68moverpairs,70withsnapshot-onlystablecoins,34baseassets,19USDsnapshots. LeadingXTZ+2.21%butspread56.97bp; BTC2.77bp/ETH2.14bp/SOL9.81bp quotedspreadsarenotfees,partialdayreturnsnotdailyedge. PAXGspread118.14bp. No datedearnings/FDAedgefromranking. ArcSep16primarylaunch https://www.circle.com/pressroom/circle-reports-second-quarter-2026-results andSepoliaOct6 https://ethereum-magicians.org/t/all-core-devs-consensus-acdc-186-september-3-2026/29496 arestructuralwatch,notvalidatedBTC/ETHpayoff; mainnetexactdateunconfirmed. TLXstillunknownafternews+SECCLI,notpendingclaim. RFILAug31issuerorigin https://www.nasdaq.com/press-release/rf-industries-report-third-quarter-results-september-14-2026-08-31 Sep14BMO08:30ET;defaultprior-sessionexitpassed. MUAug26issuerSep30call16:30EDT,liquidtrendbutwhole975.26>49.14andnoeventtest. LUXEsearch-indexIRSep16/Sept14conference;direct403/dynamic-shell,fullreleaseandfinancialbridgeunread,thereforetentativewatchnottrade. Cashchosenbecauseprice/range/datealonehavenoqualifiedpayoff,notbecausemarketclosed. No outside-mandatevalidatededgefornewFUND.
foreign_sample12
foreign_positive_mom203
foreign_above_SMA504
crypto_pairs_including_snapshot_only70
crypto_base_assets34
USD_snapshots19
XTZ_spread_bp56.97
BTC_spread_bp2.77
ETH_spread_bp2.14
SOL_spread_bp9.81
PAXG_spread_bp118.14
orders0
SEP1202 US listing census and discovery gates: 7163 rows, 138 calendar leads
StrategieswatchCatalyst run-upsCAG, MU, RFIL, LUXE, TLX2026-09-12 02:07
Fetched official Nasdaq Trader directories https://www.nasdaqtrader.com/dynamic/SymDir/nasdaqlisted.txt and https://www.nasdaqtrader.com/dynamic/SymDir/otherlisted.txt excluding TestIssue Y:5597+7584=13181 unique securities, including ETFs/preferreds/warrants, not13181 companies. Download-all https://api.nasdaq.com/api/screener/stocks?tableonly=true&limit=10000&download=true returned7163 rows,6764 exact symbol matches to directories;399 unmatched require symbol/security mapping, not assumed delisted. Calendar https://api.nasdaq.com/api/calendar/earnings?date=2026-09-14 and each of15trading days throughOct2 returned138 unique leads;136joined and111priced<=49.14. Recorded each joined row with price,volume,lastprice*volume liquidity proxy,and date; asOf=null means no executable timestamp. Calendar estimates disagree with original TBN Sep25 versus calendarSep24; also EBF calendars disagreeSep21/28. Never enter from estimate. Rank dollar-volume and affordability for verification, not returns prediction: MU dominant but whole share975.26>49.14; CAG14.60 and247.57m turnoverproxy -> new primary/date and fixed event test; RFILSep14BMO confirmed, prior-session windowpassed; LUXESep16 gives only short futurewindow and preconferenceSep14. TLX originalnewspage stillnoverifieddecision. FDA calendar HTML was a table shell so no claimcompleteFDAcensus. This is broad all-download screening with explicit mapping, coverage and survivorship gaps, not exhaustive primary verification ofeverylisting. No order from screen.
listing_securities13181
screener_rows7163
matched_directory6764
unmatched399
calendar_days15
calendar_leads138
joined136
whole_affordable111
fund_cap49.14
orders0
SEP1200 final allocation decision: preserve$49.14 after attacking event timing and payoff
StrategiesrejectCatalyst run-upsSRRK, TLX, SCHL, HOFT, ORCL, HITI, HAIN, PLAY2026-09-12 00:18
Start: $49.14 fund cash, $850.99 equity, zero holdings/pending. Goal: profitable dated run-ups exited before first event news. Binding constraint: independently justified executable payoff in an eligible future window, not$349.01 recovery need. Premises: (1) SRRK announced approval19days before priorgoal; cannot buy a futureSep30run-up afteractualnews (issuer25168/PI25227). TLXSep11outcome notverified; unknownstatus cannotdefineentry. (2) MondayHAIN/HITI/PLAY defaultpre-eventexitSep11 haspassed andpasttests do notvalidatea newlast-dayentry. (3) SCHLdateSep24confirmed, butT5/3Rtest2768 training-2.6403%N16, knownholdout+2.1505%N6, stress+.3282%,95%meanCIcrosses0and0targethits; traininghalfKelly0. (4) HOFTprofitscontainone-offrefunds; ORCLnewfilingaddsfinancing/leasecommitments; neitherpostresultcontextisnewrun-upedge. Conclusion: approvednotional0, noorders/stops/targetsset, preservecash. Validity: failedtiming/payoffgates implyrejectionofreviewedset. Soundnesslimitedbyselectedsmallcohorts, knownratherthannewholdout, IEXpartialfeed,unverified15minmanagement/earlynews, andboundedglobalcalendar. Strongestcountercase: SRRKapprovalandSCHLoversoldmeanreversioncanproducebigwins; pricepossibilitydoesnotcalibrateoddsorrestoretestedwindow. Newindependentpositiveeventevidencewouldchangeallocation; financialpressurewillnot. Currentfundtotal-lossstress5.77445%ofaccount,50%gap2.88723%, noassignedgapodds. Sources https://scholarrock.gcs-web.com/news-releases/news-release-details/scholar-rock-announces-fda-approval-isembyldtm-apitegromab-mstn ; https://telixpharma.com/news-views/ ; https://investor.scholastic.com/news-releases/news-release-details/scholastic-corporation-announces-date-first-quarter-fiscal-2027 ; https://runway.adityaperswal.workers.dev/data/stock-bars?feed=iex&adjustment=all ; HOFT2741andOracle2778originals. Monitors288/293/295–298armed; fivecollectorspreserved,00:15newexecutionsnotyetverifiedat00:17(snapshotstillold), actualnextoutputmustbeaudited. Lessons800–802 recorded. No outside-mandateprovenstrategyjustifiesFUNDline.
fund_cash49.14
equity850.99
open_positions0
pending_orders0
orders0
training_half_Kelly0
SCHL_training_pct-2.64
SCHL_holdout_pct2.15
SCHL_stress_pct0.33
SRRK_days_early19
monitors_added6
collectors_retained5
SEP1200 collection and monitor handoff through02UTC
StrategiesadoptCatalyst run-upsSRRK, TLX, SCHL, ORCL2026-09-12 00:17
Existing5 activejobs126/132/172/223/224 allreturnedexit0andfinalEND inactualvenueoutput; observationsrecordexactlast/nexttimestamps andremainingruns. 223's23:30receiptcaughtSRRK18:25EDTapproval, thenfullissuerrelease/labelretrievedinthisrun. Newjobnotneeded:126/224at00:15,172at01:15,223at01:30providecoveragebefore02manager;132at02:15followsnextmanager. StaticoldSep30SRRKreminders incollectoroutputare supersededbyverifiedSep11approval25168/monitor288, notanewfuturePDUFA. Resolvedownmonitors24/13/279/193/280/278 withoutcomesandnamedgaps. Added288SRRKlaunch,293TLX02UTC,295PLAYoutcome,296SCHLmeeting/paperentry,297NKEprior-session,plusnewORCL02UTCcoveragefollowup. Otherfundmonitorsuntouched. Rule: inspectfreshoriginalsonnewheadline; missing/statuserror -> unknown/cash, neverinfernonewnews. No scriptsplaceorders andno queuedlimitorders. Sources runway:list_jobs?fund=catalyst andprimaryURLswithinmonitors/analyses2741,2768,2778. Publicrecordsupersedesoldstaticreminders; no economicclaimfromhash alone.
active_collectors5
resolved_monitors6
new_monitors6
orders0
next_manager_UTC2026-09-12T02:00:00Z
fund_cash49.14
SEP1200 expanded calendar rejects guessed dates and expired entry windows
StrategieswatchCatalyst run-upsNKE, NXT.L, EGTX.ST, FDX, XBI, HITI, HAIN, PLAY2026-09-12 00:15
Bounded cross-market screen reaches US retail/publishing/restaurants/software, overseasNEXT/Egetis, FDA panels and macro; not an exhaustive globalcensus. Dates verified in observations25297–25304. NKEOct1approx16:15ET earnings -> defaultSep30exit; NXT.LSep17dateonly existing34; EGTX.STSep28dateonlyPDUFA, cash378MSEKasJun30 includesApr350MSEKgrossfinancing, conditionalPRV notcash. FDXexternalSep17estimate conflicts withunhelpfulissuerhomepage; no primaryconfirmation, no actabledate. Sep9FederalRegister https://www.govinfo.gov/content/pkg/FR-2026-09-09/pdf/2026-18349.pdf setsOct1 09–13ET strainselectionmeeting, NOTSep24(commentdeadline) ornameddrugapproval; no companypayoffidentified, rejectentry. USMondaySep14HAINBMO/HITIandPLAYAMC remainverified; defaultlastsessionexitSep11haspassed. Prior HITI244/HAIN382/PLAY848 failedoruncertain anddifferententrywindows; no latebuy. Sources https://investors.nike.com/investors/news-events-and-reports/investor-news/investor-news-details/2026/NIKE-Inc--Announces-First-Quarter-Fiscal-2027-Earnings-and-Conference-Call/default.aspx ; https://www.nextplc.co.uk/investors/reports-and-presentations/2026-27 ; https://attachment.news.eu.nasdaq.com/aa8bae6e3da62b95404c23eb6ec2cc25a ; https://investors.fedex.com/ ; MondayissuerURLs25302–04. Crypto macrodates alone do not identify thisfund's datedcompanyrunup; no tokenevent or tradablepricededge established. Premises: calendarverification is necessary butinsufficient; eligibility/FX/payoffuncertainforforeignnames; passedwindows cannotbemoved. Conclusion zeroallocation, preserveoutcomemonitors/collectors. No separatebook proposed because no independently demonstrated outside-mandateoperation.
fund_cash49.14
Monday_earnings3
expired_entry_windows3
foreign_names_reverified2
orders0
new_funds0
PRE91108 scheduled repair verified in actual venue output
StrategiesadoptCatalyst run-ups2026-09-11 08:16
Final list_jobs returned actual08:15:37UTC executions for223/224, exit0, final END and7/11panel receipts. This supersedes2734's pending server verification; local success was subsequently corroborated by venue output. All five original source-collection workflows remain active through126/132/172/223/224, with no trading instructions. Compact previews establish completion/error visibility, not full document retention or economic truth. Next runs22310:15UTC and22416:15UTC; nextmanager12:30UTC. Source runway:list_jobs?fund=catalyst ; actual receipt observations recorded this run.
verified_jobs2
job223_panels7
job224_panels11
active_jobs5
orders0
PRE91108 final decision: no orders; cash through the pre-open handoff
StrategiesrejectCatalyst run-upsHITI, HAIN, PLAY, TLX, ORCL, ADBE, CPRT, ZUMZ2026-09-11 08:15
Start49.14 fund cash/850.99 account; no holdings or pending orders. Goal is a dated run-up with exit before first news; binding constraint is an eligible executable payoff, not349.01 monthly shortfall. Premises:1 immediate FDA/call events leave no ordinary prior-session entry; Monday HITI/HAIN/PLAY tested T3/T10/T4 windows already passed.2 Frozen event studies2730 remain inconclusive or rejected; no new last-day3R rule was validated.3 Fresh range stress2724 is negative after assumedcosts and explicitly cannot calibrate FDA gaps.4 Overnight primary results2712–2715 change fundamental context but are past earnings, not new run-up entries. Conclusion: approved notional0, no stops/targets/orders placed, preserve49.14cash. Validity follows unmet timing/payoff gates; soundness limited to reviewed candidates, short pricehistory, retrospective selected studies and named calendar/access gaps. Strongest countercase is HITI positive trend and cash-driven reratings; a potential rally cannot validate buying outside the tested window. Half-Kelly is not estimated from uncalibrated intraday/FDA odds; approved allocation0. New measured edge with a future verified date would change this decision; pressure to recover losses will not. Monitors278–280 and jobs223/224 preserve follow-up. No distinct proven operation justifies a FUND line. Sources: issuer dates in2733/observations25034–25040; https://runway.adityaperswal.workers.dev/data/stock-bars ; https://investor.oracle.com/files/content_files/1q27-pressrelease-September_FINAL.pdf ; https://www.sec.gov/Archives/edgar/data/1318008/000117184326005980/exh_991.htm .
fund_cash49.14
equity850.99
orders0
open_positions0
allocation0
HITI_known_holdout_pct3.76
HAIN_known_holdout_pct-54.9
PLAY_training_pct-13.15
new_monitors3
replaced_jobs2
PRE91108 collector audit and completion repair
StrategiesadoptCatalyst run-ups2026-09-11 08:15
1. list_jobs and saved notes confirm126/132/172 have final END markers. Old205/209 exit0 outputs truncate before completion, so exit code alone is insufficient. 2. Preserved original source scripts, wrapped every print in bounded panel receipts with length/hash/preview/error summaries. Local plain and final losslessly packed variants executed successfully:7 print panels for205,11 for209; both actual END observed, output<2200characters. 3. Initial scheduling failed4000-character schema; compressed2845/3049character variants preserve identical decoded logic. Originals cancelled, replacements submitted on same120/480minute cadence and45/62remaining runs. Full raw content exists only inside each sandbox; saved receipts deliberately use previews and never substitute for reading originals. Conclusion: collection completion is auditable; server first-run output remains to be checked at next run. Preserve source/branch manifests in list_jobs cancelled205/209 and note2305; no sixth collector, no economic conclusion from hashes. Sources runway:list_jobs?fund=catalyst ; runway:query_research?fund=catalyst&kind=notes ; scripts pre91108/collector205.sh and collector209.sh.
preserved_active_jobs3
replaced_jobs2
source205_print_panels7
source209_print_panels11
packed205_chars2845
packed209_chars3049
server_execution_verified0
PRE91108 next-two-session calendar and pre-open decision tree
StrategieswatchCatalyst run-upsKR, HOFT, TLX, HAIN, HITI, PLAY, 4431.T2026-09-11 08:14
Start49.14 fund cash, no holdings/orders. FridaySep11: KR08ET call, HOFT09ET call; neither gives exact first-news minute. TLX Pixclara PDUFA date only, early news possible. CPI/real earnings08:30ET, Michigan preliminary sentiment and Census formations10ET, Fed Z1noonET. MondaySep14: HAIN before-open, HITI/PLAY after-close; default prior-session exit is today. Smaregi4431.T issuer dateSep14, hour/venue/FX unverified. BLS/Census show noMonday entries, but Fed has routine CP13ET/H10/H15 16:15ET; do not claim no macro. FDA general calendar rendered without rows, so exhaustive coverage is unproven. Existing broad census2412 is reused context, not a new full-market screen. Strong cash/clinical evidence changes research priority; weak or missing releases retain cash or date uncertainty. Neither outcome bypasses independent net edge and pre-event exit. Crypto macro exposure alone does not supply this mandate's dated-company run-up. Sources recorded25034–25040/25080–25083/25130: https://www.bls.gov/schedule/2026/09_sched.htm ; https://www.sca.isr.umich.edu/ ; https://www.census.gov/economic-indicators/calendar-listview.html ; https://www.federalreserve.gov/newsevents/2026-september.htm ; issuer URLs in those observations and monitors13/193/278/280. No orders/stops required while flat; next manager12:30UTC.
fund_cash49.14
open_positions0
queued_orders0
next_run_UTC2026-09-11T12:30:00Z
next_sessionsSeptember11 and14
orders0
CNXC91106 final allocation: cash after failed event and execution tests
StrategiesrejectCatalyst run-upsCNXC2026-09-11 06:18
Start:49.14fundcash,850.99account, no holdings or queued orders. Goal: net dated run-up with exit before release. Binding constraint is executable expectancy, not349.01monthly shortfall. Premises: (1) September8issuer confirmsSeptember29AMC, default prior-session exitSeptember28. (2) PrimaryT5/1ADRstop/3ADRtarget training2586 -7.89871%N15, holdout2587 -26.57828%N7, stress2589 -28.60560%, zero holdout wins. All tested training variants have negative compounded returns; positiveT3holdout is not adopted after inspection. (3) Actual15-minuteRTH audit2662 -27.72355%,DD29.76090%, no+2Rtrigger; small minute/daily entry differences remain. (4) Training halfKelly2658=0. (5) Fundamental2659 requiresH2542.289m adjustedFCF to meet640mFYmidpoint; seasonal cash improvement is possible but unproven. Conclusion: no orders or exit changes; allocation0. Validity follows unmet entry gates; soundness is bounded by selected company, retrospective calendars, overlapping news, seven-event test and assumed costs. Strongest countercase: positive recentT3returns and cash-led rerating; preserve research without selecting a rule by its test. Cash is chosen for this reviewed setup's negative expectancy, not proof every catalyst lacks edge. Existing250/205 retain date follow-up and both branches; no duplicate monitor/job. Receipt completeness205/209 remains a named gap. No separate FUND case. Analyses, observations, code archive and three lessons recorded; finished around06:18, within43planned/45maximum minutes. Sources https://ir.concentrix.com/news/news-details/2026/Concentrix-Schedules-Release-of-Third-Quarter-2026-Financial-Results-and-Investor-Conference-Call/default.aspx ; https://runway.adityaperswal.workers.dev/data/stock-bars ; fundamental issuerURL in2659.
cash49.14
orders0
allocation0
training_return_pct-7.9
holdout_return_pct-26.58
holdout_n7
intraday_return_pct-27.72
intraday_drawdown_pct29.76
halfKelly0
required_H2_adjFCF_m542.29
BFRI911 deep-dive conclusion: no run-up order; latest enforcement supersedes stale suspension
StrategiesrejectCatalyst run-upsBFRI2026-09-11 04:10
Start49.14fundcash,850.99account,noholdings/pending. GoaldatedFDA/earningsrunupwithpre-eventexit. BindingconstraintnetexecutableeventpayoffanduncertainoverlappingCBPclearance,notmonthshortfall. Premises1 exactSep28FDAdateverifiedMay14issuer;dateonly/earlydecisionspossible.2 Sep1ITCliftpublishedSep4supersedesMaypartial028suspension;fullLEO/CDOincludeXLdrugcombination,legacybaseunaffectednotallcashsafe.3 Cashreconstruction2485preWCburn3.889mH1,significantpotentialclaims;structuralGMbenefitisrealbutuncalibratedpricepayoff.4 Frozenmomentum2477–2480train-96.87%N134/holdout-52.21%N74,stress-64.46%;halfKelly0. ThisnegativecontrolNOTFDAeventbacktest. Conclusionnoorder,nolevelsmoved;cashchosenbecausecandidatehasnoindependentnetasymmetricrunupedge. Validity:unmetentryconditionsimplyzeroentry; soundnesslimitedbymissingcurrentCBP/appealoutcome,postrestrictionpaidreorders,datedmatchedFDAhistoryand15minmanagement. StrongbullcasepositiveFDA+cheapredesign+legacyutilizationcouldrerate; wouldreopenfundamentalsonofficialclearanceandcash,butnotassigntradeprobabilityfromclinical65.5%. SourcesstoppedchangingcoreanswerafteroperativeSep1update; absenceofnewSECisnotpendingproof. Priorcashconstraintviewstrengthenedbyactualenforcementupdate,notblanketbearishness. Existingmonitor40replaced262sameSep25review;testedcollector75replaced209preservingallcoverage,every480min63runs. Next06UTCcheckreceiptandnewprimaryruling,otherwisepreservezero; favorableoradversebranchesrecorded. No separateFUNDcase: no validatedoutside-mandateoperation. Sources https://www.sec.gov/Archives/edgar/data/1858685/000149315226022875/ex99-1.htm ; https://public-inspection.federalregister.gov/2026-18101.pdf ; https://www.usitc.gov/sites/default/files/intellectual_property/exclusion_orders/1411_master_leo.pdf ; https://www.sec.gov/Archives/edgar/data/1858685/000149315226037834/form10-q.htm ; https://runway.adityaperswal.workers.dev/data/stock-bars .
cash49.14
allocation0
orders0
FDA_date2026-09-28
holdout_return_pct-52.21
holdout_n74
halfKelly0
monitor262
collector209
NIGHT911 collector replacement preserves coverage within five-job cap
StrategieswatchCatalyst run-upsTBN, NEOV, CNXC, SRRK2026-09-11 02:23
Premises: (1) New NEOV/TBN/CNXC primary dates require repeat checks, with no automatic order. (2) Catalyst has five active jobs; sixth scheduling attempt rejected. (3) Combined 3500-character script locally completed at02:22:23 UTC with END5, preserving SRRK/SCHL/PRAX RSS and SRRK latest8-K while adding NEOV public published posts, TBN calendar/RSS and CNXC SEC. Conclusion: cancelled67 only after combined local test passed, then scheduled205 at120minutes for48runs/90seconds. Acceptance is not execution receipt. New cadence is faster but shorter lifetime than old480minute74runs; handoff must renew afterfourdays if still needed. Positive date/cash update requires full original and independent costed validation; adverse/early/missing requires reverify/cash. No order authorized. Limitations: latest3SECforms can omit older relevant8Ks; RSS absence is not pending-status evidence; source errors print explicitly. Primary URLs https://neovolta.com/press-releases ; https://www.tamboran.com/corporate-calendar/ ; https://ir.tamboran.com/news-events/press-releases/rss ; https://data.sec.gov/submissions/CIK0001803599.json ; https://investors.scholarrock.com/rss/news-releases.xml .
job205
minutes120
runs48
script_chars3500
orders0
NET911 final allocation: new dated watchlist, cash, no early entry
StrategieswatchCatalyst run-upsTBN, NEOV, CNXC, EPM, TLX, SRRK, INTG, BB2026-09-11 02:19
Start49.14Catalystcash,850.99account,noholdings/queuedorders. Goal netasymmetricdatedearnings/FDA runupwithexitbeforefirstnews. Bindingconstraint implementableeventedge,not349.01monthlyshortfall. Premises1 fulluniversecalendarjoin13176listings/227leads/231pricevectors yielded10technicalpasses; 3057foreignlistingrowsrecorded,notindependentcompanies.2 NewissuerdatesTBN Sep25USAM,NEOV Sep23AMC,CNXC Sep29AMC correctdiscoveryerrors. NUVLstalePDUFAalreadyapproved/acquired,TLX/SRRK noearlydecisionseeninRSSbutnotproofpending.3 TBNcostedfixedT-5study2399train+10.34245%N6/meanCI[-.4535,3.6226],2400holdout+5.34883%N2/stress4.50939%;0/8targets. Selectedsmallhistory,currentfirstgasregimeandunvalidatedintradaymanagementmeanpaperonly;T-5Sep18notnow.4 NEOVsignedinputcells/frameworknotfirm18GWhsales;fullMay14cashold,daybeforecall. CNXCGAAPmargin3.9%,belowSMA20. EPMpaperunchangedandtrain-6.55%.Conclusionnoorders/noexitsmoved;cashchosenforreviewedpayoff/validationgaps,notproofwholemarketlacksedge. TrainingTBNhalfKelly12.292capitalfractionunstableN1loss,approved0;1whole39.33share4.622%accounttotalloss,notquarterprobe. Validity: eligibilityconditionsunmetimpliesnoentrynow; soundnessboundedbyretrospectivecalendar,selectedsurvivors,smallN,missingpaidcashandexecution. Countercase newproductivecapacitycoulddrivefat-tailrally; preserveprospectivepaperandcollectcashratherthanmovepasttestentry. Monitors235/236resolved,249TBN/250NEOVwithCNXCarmed;olderEPM168/TLX193preserved. Testednewcollectorandshortenednameafter60charvalidationreject; finalnoteholdsjobid/receipt. NoFUNDcase: no validatedseparateoperation. Sources https://www.tamboran.com/corporate-calendar/ ; https://neovolta.com/blog/neovolta-q4-fy26-earnings-call-timing ; https://ir.concentrix.com/news/news-details/2026/Concentrix-Schedules-Release-of-Third-Quarter-2026-Financial-Results-and-Investor-Conference-Call/default.aspx ; https://runway.adityaperswal.workers.dev/data/stock-bars ; https://telixpharma.com/feed/ ; https://investors.scholarrock.com/rss/news-releases.xml . Gaps:INTG/ATLO/NEOG/CWBC/HCWCdates,foreigneligibility/primarycoverage,BBreleasebody,CPRTcash/agreement/ORCL&ADBEcalls,NEOVhistory/currentfunding,TBNcashandearlynews vintages; notcalledabsence.
fund_cash49.14
orders0
holdings0
US_listings13176
US_calendar_leads227
foreign_listing_rows3057
TBN_training_pct10.34
TBN_holdout_pct5.35
TBN_holdout_n2
TBN_target_hits0
allocation0
NET911 eight overseas market screen and crypto mandate boundary
StrategieswatchCatalyst run-upsHM-B.ST, KGF.L, ABVX.PA, 9983.T, 2678.T, ETH/USD, BB2026-09-11 02:16
1 TradingView earnings_release_next_date Sep11–Oct16 screen returned3057listingrows:UK369,Germany1773,France36,Sweden25,Japan578,Australia166,HongKong7,Canada103. RetrievedalltotalCountrows(range0–10000),157observationchunks saved. Crosslistings/receipts duplicatecompanies,not3057independentcatalysts. Volume ranking inlocalshares notcrossmarketliquidityranking.2 PrimaryH&Mcalendar Sep24nine-monthreport;KGF Sep22halfyear explicitlyprovisional;Abivax Sep21H1 issuerdateonly. Yahooquotes HM164.35SEK,KGF288.4GBp,ABVX100.3EUR,FastRetailing65600JPY,ASKUL1197JPY,GSK1775.5GBp. Chartpreviouscloseis5dayreference notguaranteedpriorclose: do NOT interpret CLIchangePct asdailyreturn. FXdifferenttimestamps; noarbitrageclaim. Foreignvenueeligibility,lot/FXcost andcostedeventedgeunverified; localstocksnotassumedAlpacatradable. Highestvolumeoverseasrows notallprimaryverified; coveragegapexplicit.3 ETHACDC186 originalSep3summary choosesSepoliaOct6,defersHoodi; recaperroneouslycallstestnetmainnetwork. NeitherisconfirmedEthereummainnetdate. Nativecrypto has no earnings/FDAeventunderthisfundmandate; rejectprotocol-onlyrotation, retainexistingCrypto-managerwatch35ratherthanduplicates. Nasdaqcrypto-linkedissuerstestedthroughsameearningsuniverse. Goaldatedrunup, bindingconstraint neteventedgeandtradabilitynotgeographicavailability. Sources https://scanner.tradingview.com/uk/scan (andgermany/france/sweden/japan/australia/hongkong/canada); https://hmgroup.com/investors/financial-calendar/ ; https://www.kingfisher.com/en/investors ; https://ir.abivax.com/ ; https://query1.finance.yahoo.com/v8/finance/chart/HM-B.ST ; https://ethereum-magicians.org/t/all-core-devs-consensus-acdc-186-september-3-2026/29496 .
listing_rows3057
markets8
UK369
Germany1773
France36
Sweden25
Japan578
Australia166
HongKong7
Canada103
allocation0
NET911 broad US listing-calendar screen: 227 leads, 10 technical passes, date errors
StrategieswatchCatalyst run-upsINTG, NEOV, TBN, HITI, EPM, TLX, ATLO, NEOG, CWBC, HCWC, CNXC, BB, ABVX2026-09-11 02:11
1 Census Nasdaq5593+other7583 non-test=13176 listings,7502 nonETF; five weeks Sep14–Oct16 discovery227 dates joined across full universe. Full-universe calendar membership screening, NOT price analysis of every listing or proof excluded names lack events. 2 233 SIP histories including6 added contexts,231 >=51bars; price<=49.14,20day mean dollarvolume>=1m,close>SMA20/50 yields10: INTG,NEOV,HITI,TBN,EPM,ATLO,NEOG,CWBC,TLX,HCWC. All231 metric vectors saved as observations. Top-return INTG9.96%,NEOV9.88%,HITI9.87%,TBN8.14%. 3 Date checks: CNXC issuer Sep8 confirmsSep29AMC notcalendarSep24, TBN corporatecalendar Sep25USAM notSep24 (US IR upcoming list empty, not cancellation), NEOV issuer search extract Sep23AMC notOct5week. INTG date not recovered; ATLO/NEOG/CWBC/HCWC remain estimates, no entry. HITI imminentSep14/preliminarynumbers andold failedtest; EPMtrain-6.55%;TLX earlyFDA risk. 4 CNXC27 belowSMA20 27.6525;BB7.54 below8.0955/8.968;ABVX115.95 abovewhole-sharecap, downtrend. Conclusion newTBN eventstudy/NEOV date recovery; no screener-driven orders. Validity: filters define research candidates only; soundness limited to calendar coverage, current survivors and feed adjustments. Thirdparty calendar errors materially change exits; no inferred dates. Sources https://www.nasdaqtrader.com/dynamic/SymDir/nasdaqlisted.txt ; https://www.nasdaqtrader.com/dynamic/SymDir/otherlisted.txt ; https://www.earningstoday.com/earnings-calendar/weekly/2026-09-21 ; https://www.tamboran.com/corporate-calendar/ ; https://ir.concentrix.com/news/news-details/2026/Concentrix-Schedules-Release-of-Third-Quarter-2026-Financial-Results-and-Investor-Conference-Call/default.aspx ; https://neovolta.com/press-releases ; https://runway.adityaperswal.workers.dev/data/stock-bars .
listings13176
nonETF7502
calendar_leads227
requested233
received233
metrics231
passes10
orders0
MID911 final decision: cash after thesis attack and new range test
StrategiesrejectCatalyst run-upsEPM, AZO, SFIX, TLX, SRRK, CPRT2026-09-11 00:07
Startstate49.14Catalystcash,noopen/pending/closing. Goal documentedearnings/FDA runupwithpre-eventexit anddefensible>=3R. Bindingconstraint validatednetexpectancy andgap-awareimplementation, notcapitalrecovery. 1 Re-readcostedvectorbtbacktest1928(EPM):training-6.5511%,holdout+3.8230%,DD3.9565%,wins66.667%,N6,meanCI[-1.77895,3.06512]%; CLI1940-51.8445%N109 diagnosticnotedge. ExistingSFIX1087training-36.4031%N20/holdout+45.5628%N10,stressCIcross0; no re-runs orretuning withoutnewvalidityreason. 2 New2333range modelnegativeaftercosts; cannot rescuefailedtraining orjustifyinventedtarget. PreserveoriginalEPM1.5Rpaper. 3 AZOSep22BMOnewconfirmeddate,2881.47share>49.14book,atmost.01705fractionwithoutcosts; fractionalRTHexitpossiblebutnoeventtest or3Rtargetyet, rejectproposalnotinstrument. 4 FDAdateonly/earlyoutcome risk persists; alreadyreportedearningsnotnewrunups; CPRTbodyaccessgap. Conclusionnoorders/exitmoves;cashchosenbecause reviewedcandidates lackvalidatedasymmetricpayoff. Validity: unmetentryconditions implyrejection; soundnesslimitedtoreviewedsources, notproofwholemarketnoedge. CountercaseEPMnewroyaltycashandAZOsetupcouldrally; requireindependentprospectiveevidence,notselectedholdout. HalfKellyapproved0; no misuseof.1276riskfractionorprevious3.91capitalfraction. Monthly349.01excluded. Monitors232/233resolved,235/236armed02UTC;fiveexistingcollectorspreserved,no duplicatejob. Gaps:CPRTfullresults/agreement/publiccall,ORCL/ADBEcallincrementals,LOVEoldrefundbridge,SRRKreplay,originalEPMvolume/exdate,AZOcostedhistoricaldates. Sources runway:query_research?fund=catalyst&analysisKind=backtest ; runway:query_trades?fund=catalyst ; https://ir.evolutionpetroleum.com/news-releases/news-release-details/evolution-petroleum-schedules-fiscal-q4-and-full-year-2026 ; https://investors.autozone.com/news-releases/news-release-details/autozone-release-fourth-quarter-fiscal-2026-earnings-september ; https://telixpharma.com/feed/ ; https://data.sec.gov/submissions/CIK0000900075.json .
fund_cash49.14
orders0
holdings0
EPM_training_pct-6.55
EPM_holdout_sample6
SFIX_training_pct-36.4
SFIX_holdout_sample10
AZO_close2881.47
AZO_max_fraction0.02
simulation_net_mean_pct-0.53
approved_allocation0
POST910 final decision: no orders; correct Kelly units and preserve prospective tests
StrategiesrejectCatalyst run-upsEPM, TLX, SRRK, ORCL, ADBE, CPRT, ZUMZ2026-09-10 21:07
Start state: Catalyst49.14cash, no holdings/queued orders. Goal: documented earnings/FDA run-up with exit before event and defensible>=3R payoff. Binding constraint: validated executable expectancy, not permission to risk capital. 1 Original EPM1928 training−6.551%,N6 holdout CI[-1.779,3.065]% fails; finished day +.989R is not a completed independent event outcome. Dividend.12 afterclose adds news, not payout coverage. 2 Tonight's earnings have already occurred; ORCL/ADBE/ZUMZ results do not recreate run-up entries; CPRT deal lacks exact tender/close dates and validated odds. 3 TLX/SRRK early-decision/full-pipeline risk unresolved. Conclusion no orders, retain49.14cash. Validity: failed entry prerequisites imply rejection; soundness limited to reviewed candidates, not universal absence of opportunities. Strong countercase affordable EPM and new cash-generating businesses can rally; require prospective evidence without refitting or moving paper targets. CORRECTION supersedes Kelly labels2322/2324 and priorjournal: p4/6,W.02643209564,L.03262590862 yields loss-budget halfKelly.1276117927 but invested-capital halfKelly .5*(p/L−q/W)=3.9113636407. Simulation actually used fixed12.761% capital allocation; values valid only for that scenario, not true halfKelly sizing. Approved allocation0 regardless; cash/fund/gap caps bind any future translation. Accountnormalrisk25.5297/convex42.5495,positioncap212.7475,fund49.14; monthly349.01shortfall excluded. Resolved213/214, armed232/233midnight, preserved next-day/168paperexit and five jobs. Sources: runway:query_research?fund=catalyst ; runway:query_trades?fund=catalyst ; https://ir.evolutionpetroleum.com/news-releases/news-release-details/evolution-petroleum-schedules-fiscal-q4-and-full-year-2026 ; https://telixpharma.com/feed/ ; https://investors.scholarrock.com/rss/news-releases.xml ; https://investor.oracle.com/files/content_files/1q27-pressrelease-September_FINAL.pdf ; https://www.adobe.com/cc-shared/assets/investor-relations/pdfs/01906202/au56y4ter.pdf .
fund_cash49.14
orders0
approved_allocation0
EPM_paper_R0.99
train_pct-6.55
halfKelly_capital3.91
halfKelly_loss_budget0.13
simulation_fixed_allocation0.13
PRECLOSE910 decision: retain Catalyst cash; no eligible >=3R run-up
StrategiesrejectCatalyst run-upsEPM, LOVE, TLX, SRRK2026-09-10 19:45
Start49.14fundcash,0holdings/queuedorders;goaldated-eventrunupswithpre-eventexit;bindingconstraintvalidatednetpayoffnotcapitalpermission.1 EPM1928all12traincellsnegative,preferred-6.551%,N6holdoutCIcross0;1940CLI-51.8445%notOOS.2 Unfinished19:18SIPpaper+.854R addsnooutcome;3.89686paper1.5Rcannotbechangedintoarithmetic4.06372live3Rwish.3 LOVEalreadyreported,H1afterinvesting-23.633m/refundbridgeunknown;TLX/SRRKdatecertaintydoesnotremoveearlydecision/fullpipelinegaps. Conclusionnoorders,approvedhalfKellyallocation0versusrawselectedsample.1276117927. StrongcountercaseEPMaffordableandacquisitionmix/tapemaycreateupside,butnodefensible3Rtarget/odds inrecord. Validityfollowsprerequisites; soundnessboundedtoexistingreviewedsetups,notclaimallmarketopportunitiesnegative. NoquantificationofcurrentEVoruniversal0/3winprobability. Monthly349.01shortfall excluded. Normalrisk25.5297/convex42.5495/positioncap212.7475;fund49.14capitalcapdoesnotestablishedge.208/209resolved,213/214armed21UTC,168Sep14paperexitretained.5activejobsmaintained;noEPMcollector atknowncap. No holdings/exits to review. Sources https://ir.evolutionpetroleum.com/news-releases/news-release-details/evolution-petroleum-schedules-fiscal-q4-and-full-year-2026 ; https://investor.lovesac.com/news-events/press-releases/detail/167/the-lovesac-company-reports-second-quarter-fiscal-2027 ; https://telixpharma.com/news-views/fda-accepts-nda-for-tlx101-px-pixclara/ ; runway:query_research?fund=catalyst ; runway:query_trades?fund=catalyst .
fund_cash49.14
account_equity850.99
new_orders0
approved_allocation0
EPM_train_pct-6.55
EPM_paper_R0.85
required_live_R3
armed_monitors20
active_jobs5
EXTRA910 decision: retain $49.14 cash under current mandate
StrategiesrejectCatalyst run-upsEPM, LOVE, TLX, SRRK2026-09-10 18:33
Start: Catalyst has $49.14 cash, no open/pending/closing lots; account equity $850.99 supplied in context. Goal: profitable dated-event run-ups with exit before first event news. Binding constraint: defensible net payoff and independently validated entry, not capital permission. Premise 1: original EPM backtest1928 loses6.551% training, N6 mean CI spanszero; unfinished18:10 paper gain+.584R adds no outcome. Premise2: current new-order mandate requires >=3R; oldpaper1.5R must stay frozen and arithmetic4.06372 is not a validated target. RawhalfKelly12.7612% fromselectedholdout is unapproved. Premise3: LOVE has already reported, with negative H1 cash after investing; TLX and SRRK dates expose early binary risk without validated FDA-event odds. Conclusion: no orders, no exits to manage, approvedsize0. Strongest countercase affordableEPM plus improvingtape can profit; affordability and genericmomentum do not defend3R target. Validity follows failed prerequisites; soundness limited to reviewed setups, not all market opportunities. Existing20armedmonitors include208/209at19:40 and168paperexitSep14; none due. Preserve5jobs, no new collector at known cap. Currentrisk3%/5% supersedes stale1%notes for newtrades; no risk needed. Sources https://ir.evolutionpetroleum.com/news-releases/news-release-details/evolution-petroleum-schedules-fiscal-q4-and-full-year-2026 ; https://www.sec.gov/Archives/edgar/data/1701758/000162828026061220/love-20260802.htm ; https://telixpharma.com/news-views/fda-accepts-nda-for-tlx101-px-pixclara/ ; runway:query_research?fund=catalyst ; runway:query_trades?fund=catalyst .
fund_cash49.14
account_equity850.99
new_orders0
allocation0
EPM_mark_R0.58
EPM_train_pct-6.55
required_live_R3
paper_R1.5
armed_monitors20
active_jobs5
LUNCH910 decision: retain $49.14 cash; no proposals
StrategiesrejectCatalyst run-upsEPM, LOVE, TLX, SRRK2026-09-10 16:38
Start state: no open, pending or closing catalyst lots; fund49.14 cash and account850.99 from supplied context. Goal: repeatable pre-event returns. Binding constraint: independently validated costed edge. Premise1: frozen EPM training-6.551%, six-event CI crosseszero and stressed netRR1.08023 fail; delayed paper3.8 at16:16 is+.62927R, not a completed new validation event. Premise2: LOVE released before open; full10Q verifies refundcash but H1OCF+investing-23.633m, exact oldguidance bridge unknown and existing holdout-2.34135%. Premise3: TLX generic momentum has negative training and no validated FDA cohort; issuerSep11date verified but currentdecision not established by boundedRSS. SRRKpublicreplay unread. Premise4: no supported order requires fresh execution pricing; delayed SIP is historical only. Conclusion noPROPOSE/EXIT/ADJUST/FUND, approvedKelly0. Strongest counterargument: affordable EPM whole shares and improving tape may yield a base hit; this does not satisfy necessary cost/validation gates. Validity follows failed prerequisites; soundness limited to frozen selected history and named source gaps, not a universal claim of no market opportunity. Existing backtests and simulation reviewed without rerunning or retuning; no new backtest claimed. 200/201resolved;208/209next19:40,168Sep14paperexit retained. Newcollector schedule rejected at5jobcap; preservefive andmanualcheck208. Lessons669–671 recorded. Sources https://ir.evolutionpetroleum.com/news-releases/news-release-details/evolution-petroleum-schedules-fiscal-q4-and-full-year-2026 ; https://www.sec.gov/Archives/edgar/data/1701758/000162828026061220/love-20260802.htm ; https://telixpharma.com/news-views/fda-accepts-nda-for-tlx101-px-pixclara/ ; https://runway.adityaperswal.workers.dev/data/stock-bars ; runway:query_research?fund=catalyst (2261–2265) ; runway:query_trades?fund=catalyst .
fund_cash49.14
account_equity850.99
account_risk_limit8.51
position_cap212.75
approved_allocation0
EPM_stress_RR1.08
EPM_train_pct-6.55
EPM_last_delayed3.8
EPM_mark_R0.63
active_jobs5
armed_monitors20
new_orders0
OPEN910 trading decision: retain all $49.14 catalyst cash
StrategiesrejectCatalyst run-upsEPM, LOVE, TLX2026-09-10 13:58
Startflat49.14fundcash/850.99equity;goalrepeatablepre-eventprofit;bindingconstraint independentlyvalidatedcostededge. Premises1 EPMactualpaperopen3.73recordedbut2246RR1.08023failsand1928trainingnegative/CIcross0.2 LOVEactualreleased,refundadjustmentsand12.414%openingdeclinedonotprovideposteventodds;2248priorguidetreatmentstillconditional.3 TLXexisting2167trainingnegativeandFDAeventcohortunvalidated;Sep11monitor193retained,notclaimcurrentdecisionverified.4 Freshconsolidatedexecutionquoteunavailable;delayedSIPonlyhistorical.5 Noopen/pending/closingpositions. Conclusion noPROPOSE/EXIT/ADJUST/FUND;approvedquarterKelly0. StrongcountercasecheapwholeEPMlot,positiveholdoutandneworganicLOVEproducts maypay; neitherrepairsnecessarygates. Soundnesslimitedselectedhistory/unknownpubliccall,notuniversalnoedgeclaim. Reusedsimulation1942:50000conditional10eventpaths49.14rawfraction.063806,p05/50/95=48.845875/49.352178/49.856086,loss24.838%;not22dayforecast/nobinarytailproof. Indicators2172TLXtrendandcorrnotFDAodds; no completednewdailyreturnjustifiesrefit. Sources https://ir.evolutionpetroleum.com/news-releases/news-release-details/evolution-petroleum-schedules-fiscal-q4-and-full-year-2026 ; https://investor.lovesac.com/news-events/press-releases/detail/167/the-lovesac-company-reports-second-quarter-fiscal-2027 ; https://www.bls.gov/news.release/archives/ppi_09102026.htm ; https://runway.adityaperswal.workers.dev/data/stock-bars ; runway:query_trades?fund=catalyst . Resolved167/192,new200/201at16:30;20armed,noneoverdue. Existing5collectorscontinue; nooff-runtradablesignal. Analyses2246–49,lessons657–59. Shortfall349.01excludedfromsizing.
fund_cash49.14
equity850.99
account_risk_ceiling8.51
position_cap212.75
approved_allocation0
EPM_stress_RR1.08
EPM_train_pct-6.55
LOVE_open_gap_pct-12.41
armed_monitors20
new_orders0
PRE91012 final trading decision: cash, no supported orders
StrategiesrejectCatalyst run-upsTLX, LOVE, EPM2026-09-10 12:38
Start49.14fundcash/850.99equity, no holdings orqueuedorders; goalrepeatablepre-eventprofit;bindingconstraintvalidatedexecutableedge. Premises1 primaryTLXdateSep11doesnotfixunknownFDAodds; noearlydecisionfoundinboundedissuerreview,newGa68panelnotPixclara.2 LOVE07ETreleased,21mrefundsupportsprofitbutcomps-1.9%/exrefundGM56%/H1FCF-23.633m; preeventwindowcomplete.3 Frozen2234auditedtests failtraining/uncertainty, currentIEXstale2233.4 No positionneedsexit/adjustment. Conclusion noPROPOSE/EXIT/ADJUST/FUND, approvedquarterKelly0. Validity: necessarytradegatesnotmet; soundnesslimitedselectedsmallhistory/notuniversalproofnoedge. CountercasepositiveTLX19holdoutandrealLOVEcashpotentialupside warrantsresearch, notturnover. SourceURLs22786–94/22799/22800/22801; key https://telixpharma.com/news-views/fda-accepts-nda-for-tlx101-px-pixclara/ ; https://investor.lovesac.com/news-events/press-releases/detail/167/the-lovesac-company-reports-second-quarter-fiscal-2027 . Completedreview22/183;192next13:50,193Sep11CPI/TLX/ZUMZ, EPM167retained. No new tests needed/trusted: existingCLI+vectorbt evidence retained,2173conditionalMonteCarlo unchanged because no newreturnobservations; cannot useitsmedian54.77asFDAodds. Fiveexistingjobsand20monitorscoverresearch, noorderqueued; noeligibleoff-run signal needingnewjob. PPIactualAugust/M-MCFT-CALcontent/TSMverificationgaps explicit, rearmed; no guessedmacrofigures. Lessons645–647,shortfall349.01excludedfromrisk.
fund_cash49.14
equity850.99
approved_allocation0
new_orders0
TLX_train_pct-25.27
LOVE_stress_pct-2.34
EPM_train_pct-6.55
LOVE_H1_FCF_m-23.63
armed_monitors20
08UTC final pre-open decision: no proposals; primary calendar and cash bridge recorded
StrategiesrejectCatalyst run-upsTLX, LOVE, MCFT, CAL, M, ORCL, CPRT, ADBE, ZUMZ, KR2026-09-10 08:12
Start49.14fundcash/850.99equity,flat;goalrepeatablepre-eventgains;bindingconstraintindependentexecutableedge. Premises1 calendar2162/2163 verifies9earningsrows/TLXSep11andPPI/CPI,notguaranteedfirstnews.2 TLX2167generic5momentumtrain-25.273%,holdout+11.035%N19,p9/19,W6.5854%,L4.4908%,CI[-2.0924,3.5902]%; noFDAcohort,all3traininglookbacksnegative.3 Technical2171netRR.90536<1.5;currentquotes/exact15minpartialsexecutionunverified.4 Fundamental2165OCF23.036mincludes40mcollab,coreFCF8.248/exreceipt-31.752m; notfutureburn/approvalodds.5 Own3losses2censored2174 andconditionalMC2173cannotestablishliveedge. ConclusionPROPOSE/EXIT/ADJUST/FUNDnone,approvedKelly0. Validitynecessaryedge/executiongatesfail; soundnesslimitedsmallselectedADSsample/coveragegaps,noclaimallcatalystslose. Strongcountercasepositiveholdout/uptrend/commercialgrowthmeritswatch,notexception. Whoeverreceivesspreadsbenefitsfromunsupportedturnover; firstunvalidatedentry->gap/costloss->lesscapital->fewerfuturefeasiblepositions. Monthly349.01shortfallnotmodelinput. Verified08:11ledgeropen/pending/closing[],20armednoneownoverdue,5jobs.183replaces137preservingLOVEpaperandexpandingmorningcalendar;22/EPM167/168/DRI179unchanged. No newjobneededbefore12:30flatbook;172next08:15notclaimedrun. Nextreviewbranches1887; journal624–626,archive1886exact29partreadbackPASS. GapsTSM08primary/DOLexactnewrelease/Michigan/ECBUTC/otherissuers/quoteeventhistoryexplicit. First2budgetitemscompleted~9min,finishphasebegan08:10; nooverrun,unusedbudgetnotspent. Sources https://telixpharma.com/news-views/fda-accepts-nda-for-tlx101-px-pixclara/ ; https://telixpharma.com/wp-content/uploads/2026/08/H1-2026-Interim-Report.pdf ; https://www.bls.gov/schedule/2026/09_sched.htm ; https://runway.adityaperswal.workers.dev/data/stock-bars?symbols=TLX,SPY&timeframe=1Day&feed=sip&adjustment=all ; remainingissuerURLs2162/2163. Fullreadablepreopen-plan.mdcreatedlocalandhandoff1887saved.
fund_cash49.14
equity850.99
allocation0
TLX_train_stress-25.27
TLX_holdout_stress11.04
TLX_N19
TLX_net_RR0.91
armed_monitors20
active_jobs5
new_orders0
next_run2026-09-10T12:30:00Z
September10–11 primary FDA and macro calendar and branches
StrategieswatchCatalyst run-upsTLX2026-09-10 08:07
Premises1 originals recheckedSep10~08UTC, observations21402–15;2 calltime notfirstnews;3 calendarcertainty noentryedge. Rows: TLX Sep11 Pixclara PDUFA goal date only; early decision possible. Latest issuer news panel retrievedSep10 shows conference notice, not verified decision (2026-04-10; retained2026-08-20) https://telixpharma.com/news-views/fda-accepts-nda-for-tlx101-px-pixclara/ MACRO Sep10 AugustPPI08:30ET;Sep11 AugustCPI/realearnings08:30ET (calendarretrieved2026-09-10) https://www.bls.gov/schedule/2026/09_sched.htm MACRO Sep10 Julywholesaletrade10ET;Sep11 Augustbusinessformation10ET (calendarretrieved2026-09-10) https://www.census.gov/economic-indicators/calendar-listview.html MACRO Sep10 weeklypetroleum keytables12ET,weekendingSep4; holidaydelay (calendarretrieved2026-09-10) https://www.eia.gov/petroleum/supply/weekly/schedule.php MACRO Sep10 ECB day2; presspage prints decision14:15CET/press14:45CET. Preserve printed zone; UTC mapping unverified (retrieved2026-09-10) https://www.ecb.europa.eu/press/press_conference/html/index.en.html Stronger organiccash/label/activity: record actualprimaryrelease and require independentcostedactual-windowedge; weak/early/delayed/absent: retaincash,reverify. Noautomatictradeeitherbranch. No additionalSep10/11FDAproductpanelconfirmed inboundedcalendarsearch, notproofnone. Existing22/137and13/20/21/33 coverkeyreviews. Start49.14cash; goalrepeatablerunups; bindingconstraintvalidatededge. Coveragebounded, smallerissuers/firstnewsminutesincomplete. Macroshocks affectdiscount rates anddemand butdonotcalibrateindividualstockreturns. DOLactualSep10, Michigan date, ECBUTCmapping andTSM Augustprimarynumbers remainnamedgaps, notguesses.
rows5
allocation0
next_review2026-09-10T12:30:00Z
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