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Public track record

What the model said, what the price did

Five names each night. The headline follows the 10-day tape until it goes silent or flips, net of costs, next to SPY over the same days. One-year valuation is a different clock. Measurement of the published direction only, not advice.

+0.8%Tape follow, net (n=99)

+0.6%Vs SPY, same window

+1.1%Still open, net (n=79)

-0.5%Closed, net (n=20)

+1.3%Hold until now · context, not a strategy (n=121)

62%Same direction (10d tape) (n=90)

221y valuation, not a short

121Published calls · 6 August 2026

Net of 8 basis points round-trip, 4 bp if the tape is still open. Total return: adjusted close, so dividends and splits. Signal path from 17 August 2026: earlier nights are not in the database. Only the five published names each night, not the book of 6,000+. Falling out of the daily five is not an exit. No new entry without a new publication.

28 August 20265

equal weight -0.0% · SPY 0.0% · -0.0% vs SPY

Komatsu Ltd.

follow -0.0%hold 0.0%SPY 0.0%

then 7538.0 → now 7538.0

tape: still in

Toyota Tsusho Corporation

follow -0.0%hold 0.0%SPY 0.0%

then 7598.0 → now 7598.0

tape: still in

PBF Energy Inc.

follow -0.0%hold 0.0%SPY 0.0%

then 68.59 → now 68.59

tape: still in

not in tonight's five, not an exit

Suncor Energy Inc.

follow -0.0%hold 0.0%SPY 0.0%

then 92.09 → now 92.09

tape: still in

Whitecap Resources Inc.

follow -0.0%hold 0.0%SPY 0.0%

then 18.03 → now 18.03

tape: still in

27 August 20265

equal weight +0.5% · SPY 0.0% · +0.5% vs SPY

Mitsubishi Materials Corporation

+1.9%net · 1 days later

follow +1.9%hold +1.9%SPY 0.0%

then 5944.0 → now 6058.0 · same direction

tape: still in

Cenovus Energy Inc.

-0.0%net · 1 days later

follow -0.0%hold 0.0%SPY 0.0%

then 43.94 → now 43.94

tape: still in

Matson, Inc.

-0.0%net · 1 days later

follow -0.0%hold 0.0%SPY 0.0%

then 222.1 → now 222.1

tape: still in

Repsol, S.A.

+0.7%net · 1 days later

follow +0.7%hold +0.7%SPY 0.0%

then 26.37 → now 26.56 · same direction

tape: still in

UGPA3.SA10d tape

Ultrapar Participações S.A.

-0.0%net · 1 days later

follow -0.0%hold 0.0%SPY 0.0%

then 33.17 → now 33.17

tape: still in

26 August 20265

equal weight -0.0% · SPY +0.7% · -0.7% vs SPY

Panasonic Holdings Corporation

+1.6%net · 2 days later

follow +1.6%hold +1.6%SPY +0.7%

then 4344.0 → now 4414.0 · same direction

tape: still in

not in tonight's five, not an exit

Nomura Holdings, Inc.

+2.4%net · 2 days later

follow +2.4%hold +2.4%SPY +0.7%

then 1603.5 → now 1642.0 · same direction

tape: still in

Ero Copper Corp.

+1.2%net · 2 days later

follow +1.2%hold +1.3%SPY +0.7%

then 54.49 → now 55.17 · same direction

tape: still in

Rheinmetall AG

-2.9%net · 2 days later

follow -2.9%hold +2.9%SPY +0.7%

then 1138.8 → now 1171.2 · other direction

tape: still in

Tenet Healthcare Corporation

-2.4%net · 2 days later

follow -2.4%hold -2.4%SPY +0.7%

then 274.2 → now 267.8 · other direction

tape: still in

25 August 20265

equal weight +2.4% · SPY +0.5% · +1.8% vs SPY

Fujitsu Limited

+4.7%net · 3 days later

follow +4.7%hold +4.7%SPY +0.7%

then 3728.0 → now 3904.0 · same direction

tape: still in

ROHM Co., Ltd.

+2.3%net · 3 days later

follow +2.3%hold +2.4%SPY +0.7%

then 4718.0 → now 4830.0 · same direction

tape: still in

Slide Insurance Holdings, Inc.

+1.7%net · 3 days later

follow +1.7%hold +1.7%SPY +0.7%

then 23.06 → now 23.46 · same direction

tape: still in

Smith & Nephew plc

-0.1%net · 3 days later

follow -0.1%hold -0.3%SPY 0.0%

then 1068.0 → now 1064.8 · other direction

tape: out

STMMI.MI10d tape

STMicroelectronics N.V.

+3.1%net · 3 days later

follow +3.1%hold +3.2%SPY +0.7%

then 42.58 → now 43.92 · same direction

tape: still in

24 August 20265

equal weight +1.1% · SPY +0.8% · +0.3% vs SPY

Dowa Holdings Co., Ltd.

+0.4%net · 4 days later

follow +0.4%hold +0.5%SPY +1.0%

then 10345.0 → now 10395.0 · same direction

tape: still in

Daiwa Securities Group Inc.

+4.2%net · 4 days later

follow +4.2%hold +4.3%SPY +1.0%

then 1786.5 → now 1863.0 · same direction

tape: still in

not in tonight's five, not an exit

-0.5%net · 4 days later

follow -0.5%hold -0.4%SPY +1.0%

then 369.8 → now 368.3 · other direction

tape: still in

Morgan Sindall Group plc

-0.1%net · 4 days later

follow -0.1%hold +0.7%SPY 0.0%

then 4382.0 → now 4414.0 · same direction

tape: out

not in tonight's five, not an exit

+1.4%net · 4 days later

follow +1.4%hold +1.4%SPY +1.0%

then 107.8 → now 109.4 · same direction

tape: still in

23 August 20265

equal weight +3.1% · SPY +0.7% · +2.4% vs SPY

Astellas Pharma Inc.

-1.5%net · 5 days later

follow -1.5%hold -1.5%SPY +0.7%

then 2406.5 → now 2370.5 · other direction

tape: still in

Sumitomo Metal Mining Co., Ltd.

+0.4%net · 5 days later

follow +0.4%hold +0.4%SPY +0.7%

then 11475.0 → now 11525.0 · same direction

tape: still in

Seiko Epson Corporation

+4.3%net · 5 days later

follow +4.3%hold +4.3%SPY +0.7%

then 3085.0 → now 3218.0 · same direction

tape: still in

Nippon Express Holdings, Inc.

+0.3%net · 5 days later

follow +0.3%hold +0.4%SPY +0.7%

then 5713.0 → now 5735.0 · same direction

tape: still in

not in tonight's five, not an exit

Atalaya Mining Copper, S.A.

+11.9%net · 5 days later

follow +11.9%hold +11.9%SPY +0.7%

then 1010.0 → now 1130.7 · same direction

tape: still in

22 August 20265

equal weight +0.2% · SPY +0.3% · -0.1% vs SPY

1177.HK10d tape

Sino Biopharmaceutical Limited

+0.2%net · 6 days later

follow +0.2%hold +0.3%SPY 0.0%

then 5.58 → now 5.59 · same direction

tape: out

not in tonight's five, not an exit

6618.HK10d tape

JD Health International Inc.

+3.5%net · 6 days later

follow +3.5%hold -1.7%SPY 0.0%

then 37.32 → now 36.68 · other direction

tape: out

Addus HomeCare Corporation

-2.4%net · 6 days later

follow -2.4%hold -2.3%SPY +0.7%

then 120.8 → now 118.0 · other direction

tape: still in

Genpact Limited

-1.3%net · 6 days later

follow -1.3%hold -0.2%SPY 0.0%

then 37.59 → now 37.53

tape: out

Qorvo, Inc.

+0.8%net · 6 days later

follow +0.8%hold +0.8%SPY +0.7%

then 95.37 → now 96.18 · same direction

tape: still in

21 August 20265

equal weight -0.8% · SPY +0.7% · -1.5% vs SPY

ABN AMRO Bank N.V.

+1.7%net · 7 days later

follow +1.7%hold +1.7%SPY +0.7%

then 40.38 → now 41.08 · same direction

tape: still in

ARC Resources Ltd.

-1.6%net · 7 days later

follow -1.6%hold -1.5%SPY +0.7%

then 33.85 → now 33.34 · other direction

tape: still in

-5.0%net · 7 days later

follow -5.0%hold -4.9%SPY +0.7%

then 54.37 → now 51.69 · other direction

tape: still in

Ovintiv Inc.

-2.5%net · 7 days later

follow -2.5%hold -2.5%SPY +0.7%

then 66.82 → now 65.18 · other direction

tape: still in

Telesat Corporation

+3.1%net · 7 days later

follow +3.1%hold +3.2%SPY +0.7%

then 44.29 → now 45.70 · same direction

tape: still in

20 August 20267

equal weight -0.4% · SPY +0.8% · -1.2% vs SPY

Axcelis Technologies, Inc.

-2.1%net · 8 days later

follow -2.1%hold -2.1%SPY +1.1%

then 125.0 → now 122.4 · other direction

tape: still in

not in tonight's five, not an exit

ACM Research, Inc.

+2.5%net · 8 days later

follow +2.5%hold +2.5%SPY +1.1%

then 78.52 → now 80.49 · same direction

tape: still in

not in tonight's five, not an exit

Koninklijke Ahold Delhaize N.V.

+0.2%net · 8 days later

follow +0.2%hold -1.8%SPY +0.4%

then 30.94 → now 30.40 · other direction

tape: reversed

not in tonight's five, not an exit

CSL Limited

-0.1%net · 8 days later

follow -0.1%hold +0.7%SPY 0.0%

then 171.2 → now 172.3 · same direction

tape: out

not in tonight's five, not an exit

Encompass Health Corporation

-1.2%net · 8 days later

follow -1.2%hold -1.1%SPY +1.1%

then 120.9 → now 119.6 · other direction

tape: reversed

not in tonight's five, not an exit

RIT Capital Partners Plc

-0.3%net · 8 days later

follow -0.3%hold -0.3%SPY +1.1%

then 2565.0 → now 2557.2 · other direction

tape: still in

Russel Metals Inc.

-1.6%net · 8 days later

follow -1.6%hold -1.6%SPY +1.1%

then 74.93 → now 73.75 · other direction

tape: still in

19 August 20269

equal weight +1.3% · SPY +0.3% · +1.0% vs SPY

ACM Research, Inc.

+3.7%net · 9 days later

follow +3.7%hold +3.7%SPY +0.3%

then 77.59 → now 80.49 · same direction

tape: still in

not in tonight's five, not an exit

Cenovus Energy Inc.

-2.0%net · 9 days later

follow -2.0%hold -2.0%SPY +0.3%

then 44.83 → now 43.94 · other direction

tape: still in

Diodes Incorporated

-3.7%net · 9 days later

follow -3.7%hold -3.7%SPY +0.3%

then 94.32 → now 90.86 · other direction

tape: still in

Fresnillo plc

+4.3%net · 9 days later

follow +4.3%hold +4.4%SPY +0.3%

then 3085.0 → now 3220.0 · same direction

tape: still in

not in tonight's five, not an exit

Ichor Holdings, Ltd.

-3.5%net · 9 days later

follow -3.5%hold -3.5%SPY +0.3%

then 61.21 → now 59.09 · other direction

tape: still in

Jenoptik AG

+5.2%net · 9 days later

follow +5.2%hold +5.3%SPY +0.3%

then 38.76 → now 40.80 · same direction

tape: still in

RIT Capital Partners Plc

-0.9%net · 9 days later

follow -0.9%hold -0.9%SPY +0.3%

then 2580.0 → now 2557.2 · other direction

tape: still in

Shake Shack Inc.

+3.7%net · 9 days later

follow +3.7%hold -3.7%SPY +0.3%

then 73.27 → now 70.55 · same direction

tape: still in

Wesdome Gold Mines Ltd.

+4.5%net · 9 days later

follow +4.5%hold +4.6%SPY +0.3%

then 33.46 → now 34.99 · same direction

tape: still in

18 August 20265

equal weight -2.1% · SPY +0.5% · -2.6% vs SPY

402340.KS10d tape

SK Square Co., Ltd.

-9.5%net · 10 days later

follow -9.5%hold -9.4%SPY +0.5%

then 1135000.0 → now 1028000.0 · other direction

tape: still in

not in tonight's five, not an exit

GLOBALFOUNDRIES Inc.

-7.2%net · 10 days later

follow -7.2%hold -7.1%SPY +0.5%

then 49.90 → now 46.34 · other direction

tape: still in

General Motors Company

+2.9%net · 10 days later

follow +2.9%hold +3.0%SPY +0.5%

then 83.71 → now 86.18 · same direction

tape: still in

Keller Group plc

+2.5%net · 10 days later

follow +2.5%hold +2.5%SPY +0.5%

then 2972.0 → now 3046.0 · same direction

tape: still in

Organon & Co.

+0.5%net · 10 days later

follow +0.5%hold +0.6%SPY +0.5%

then 13.68 → now 13.76 · same direction

tape: still in

not in tonight's five, not an exit

17 August 20265

equal weight -3.1% · SPY -0.2% · -2.9% vs SPY

ams-OSRAM AG

-6.0%net · 11 days later

follow -6.0%hold -5.9%SPY -0.2%

then 19.56 → now 18.40 · other direction

tape: still in

not in tonight's five, not an exit

DraftKings Inc.

+4.2%net · 11 days later

follow +4.2%hold -4.3%SPY -0.2%

then 25.30 → now 24.22 · same direction

tape: still in

Kaiser Aluminum Corporation

-15.5%net · 11 days later

follow -15.5%hold -15.5%SPY -0.2%

then 185.5 → now 156.8 · other direction

tape: still in

National HealthCare Corporation

-2.6%net · 11 days later

follow -2.6%hold -2.6%SPY -0.2%

then 228.2 → now 222.3 · other direction

tape: still in

not in tonight's five, not an exit

Permian Resources Corporation

+4.5%net · 11 days later

follow +4.5%hold +4.5%SPY -0.2%

then 22.18 → now 23.18 · same direction

tape: still in

16 August 20265

equal weight +5.2% · SPY -0.8% · +6.0% vs SPY

Albemarle Corporation

+1.3%not the 10d test · 12 days later

fair value vs price -34.8%hold +1.3%

then 134.0 → now 135.8

no 10-day tape

FLRY3.SA10d tape

Fleury S.A.

+2.8%net · 12 days later

follow +2.8%hold +2.9%SPY -1.3%

then 18.14 → now 18.66 · same direction

tape: still in

not in tonight's five, not an exit

Atlassian Corporation

-0.1%net · 12 days later

follow -0.1%hold +17.2%SPY -0.5%

then 158.3 → now 185.6 · same direction

tape: reversed

not in tonight's five, not an exit

TerraVest Industries Inc.

-3.0%not the 10d test · 12 days later

fair value vs price -49.2%hold -3.0%

then 119.5 → now 116.0

no 10-day tape

USIM5.SA10d tape

Usinas Siderúrgicas de Minas Gerais S.A.

+12.7%net · 12 days later

follow +12.7%hold +12.7%SPY -0.7%

then 6.36 → now 7.17 · same direction

tape: still in

not in tonight's five, not an exit

15 August 20265

equal weight -0.1% · SPY -0.8% · +0.8% vs SPY

HCLTECH.NS10d tape

HCL Technologies Limited

-0.1%net · 13 days later

follow -0.1%hold -1.1%SPY -0.5%

then 1325.0 → now 1310.7 · other direction

tape: reversed

not in tonight's five, not an exit

Pool Corporation

-2.3%not the 10d test · 13 days later

fair value vs price +2.4%hold -2.3%

then 190.5 → now 186.1

no 10-day tape

Repsol, S.A.

-1.9%net · 13 days later

follow -1.9%hold -1.9%SPY -0.7%

then 27.06 → now 26.55 · other direction

tape: still in

UGPA3.SA10d tape

Ultrapar Participações S.A.

+1.8%net · 13 days later

follow +1.8%hold +1.9%SPY -1.3%

then 32.85 → now 33.46 · same direction

tape: still in

Upstart Holdings, Inc.

+2.4%not the 10d test · 13 days later

fair value vs price -67.2%hold +2.4%

then 29.75 → now 30.46

no 10-day tape

14 August 20265

equal weight +4.9% · SPY -0.5% · +5.4% vs SPY

Boliden AB (publ)

+10.3%net · 14 days later

follow +10.3%hold +10.4%SPY -0.7%

then 525.0 → now 579.4 · same direction

tape: still in

Crown Castle Inc.

-1.3%not the 10d test · 14 days later

fair value vs price -30.2%hold -1.3%

then 75.98 → now 75.03

no 10-day tape

Kimberly-Clark Corporation

-0.4%not the 10d test · 14 days later

fair value vs price -49.9%hold -0.4%

then 110.4 → now 110.0

no 10-day tape

Strategy Inc

+4.9%net · 14 days later

follow +4.9%hold +47.7%SPY -0.5%

then 93.04 → now 137.4 · same direction

tape: reversed

not in tonight's five, not an exit

Public Service Enterprise Group Incorporated

-0.7%net · 14 days later

follow -0.7%hold -3.6%SPY -0.5%

then 76.04 → now 73.33 · other direction

tape: reversed

not in tonight's five, not an exit

13 August 20265

equal weight +0.7% · SPY -0.8% · +1.5% vs SPY

Equity Residential

-3.5%not the 10d test · 15 days later

fair value vs price -35.0%hold -3.5%

then 65.97 → now 63.66

no 10-day tape

FirstService Corporation

+0.2%not the 10d test · 15 days later

fair value vs price -62.2%hold +0.2%

then 140.8 → now 141.1

no 10-day tape

Vaxcyte, Inc.

+3.9%net · 15 days later

follow +3.9%hold +3.9%SPY -0.9%

then 58.86 → now 61.16 · same direction

tape: still in

not in tonight's five, not an exit

Roper Technologies, Inc.

-2.0%net · 15 days later

follow -2.0%hold +6.3%SPY -0.7%

then 397.5 → now 422.7 · same direction

tape: reversed

Tenet Healthcare Corporation

+0.2%net · 15 days later

follow +0.2%hold +0.3%SPY -0.9%

then 267.1 → now 267.8 · same direction

tape: still in

12 August 20265

equal weight +6.5% · SPY -0.2% · +6.7% vs SPY

The Allstate Corporation

+0.7%net · 16 days later

follow +0.7%hold +0.7%SPY -0.2%

then 255.8 → now 257.6 · same direction

tape: still in

Ethos Technologies Inc.

+17.4%net · 16 days later

follow +17.4%hold +17.4%SPY -0.2%

then 33.59 → now 39.44 · same direction

tape: still in

not in tonight's five, not an exit

Sabra Health Care REIT, Inc.

+4.1%not the 10d test · 16 days later

fair value vs price -52.8%hold +4.1%

then 19.89 → now 20.70

no 10-day tape

Tanger Inc.

-2.1%not the 10d test · 16 days later

fair value vs price -60.5%hold -2.1%

then 38.48 → now 37.66

no 10-day tape

Tidewater Inc.

+1.5%net · 16 days later

follow +1.5%hold +1.6%SPY -0.2%

then 91.61 → now 93.04 · same direction

tape: still in

not in tonight's five, not an exit

11 August 20265

equal weight +4.0% · SPY -0.0% · +4.0% vs SPY

Fortuna Mining Corp.

+17.7%net · 17 days later

follow +17.7%hold +17.7%SPY +0.1%

then 15.06 → now 17.73 · same direction

tape: still in

not in tonight's five, not an exit

Hamilton Lane Incorporated

-3.9%net · 17 days later

follow -3.9%hold +1.9%SPY +0.3%

then 104.8 → now 106.9 · same direction

tape: reversed

not in tonight's five, not an exit

Harmony Biosciences Holdings, Inc.

-1.8%net · 17 days later

follow -1.8%hold +0.9%SPY -0.4%

then 39.52 → now 39.87 · same direction

tape: reversed

Lineage, Inc.

-5.4%not the 10d test · 17 days later

fair value vs price +5.2%hold -5.4%

then 41.80 → now 39.55

no 10-day tape

PSPN.SW1y value

PSP Swiss Property AG

+1.5%not the 10d test · 17 days later

fair value vs price +20.5%hold +1.5%

then 144.1 → now 146.2

no 10-day tape

10 August 20265

equal weight -1.6% · SPY -0.2% · -1.4% vs SPY

The Andersons, Inc.

-2.7%net · 18 days later

follow -2.7%hold -2.7%SPY -0.3%

then 65.49 → now 63.73 · other direction

tape: still in

FirstService Corporation

-1.7%not the 10d test · 18 days later

fair value vs price -61.4%hold -1.7%

then 198.9 → now 195.5

no 10-day tape

Kennametal Inc.

-3.8%net · 18 days later

follow -3.8%hold -3.8%SPY -0.3%

then 31.39 → now 30.21 · other direction

tape: still in

not in tonight's five, not an exit

Kenvue Inc.

+2.0%not the 10d test · 18 days later

fair value vs price -27.6%hold +2.0%

then 18.82 → now 19.20

no 10-day tape

Perdoceo Education Corporation

+1.9%net · 18 days later

follow +1.9%hold +7.6%SPY -0.1%

then 31.43 → now 33.81 · same direction

tape: reversed

9 August 20265

equal weight -3.4% · SPY -0.1% · -3.3% vs SPY

Colliers International Group Inc.

+2.9%not the 10d test · 19 days later

fair value vs price -59.6%hold +2.9%

then 100.1 → now 103.0

no 10-day tape

Core & Main, Inc.

-2.1%net · 19 days later

follow -2.1%hold -5.5%SPY -0.1%

then 46.30 → now 43.74 · other direction

tape: reversed

-7.3%not the 10d test · 19 days later

fair value vs price -71.8%hold -7.3%

then 5.88 → now 5.45

no 10-day tape

Kohl's Corporation

-4.7%net · 19 days later

follow -4.7%hold -4.6%SPY -0.3%

then 19.03 → now 18.15 · other direction

tape: still in

not in tonight's five, not an exit

-3.4%net · 19 days later

follow -3.4%hold +5.3%SPY -0.1%

then 151.0 → now 158.9 · same direction

tape: reversed

8 August 20265

equal weight +2.6% · SPY -0.5% · +3.1% vs SPY

Alliance Resource Partners, L.P.

+6.2%net · 20 days later

follow +6.2%hold +6.3%SPY -0.3%

then 24.79 → now 26.34 · same direction

tape: still in

not in tonight's five, not an exit

T0 precogs missing

CIGI.TO1y value

Colliers International Group Inc.

+2.3%not the 10d test · 20 days later

fair value vs price +64.4%hold +2.3%

then 139.3 → now 142.6

no 10-day tape

T0 precogs missing

CoStar Group, Inc.

-0.4%not the 10d test · 20 days later

fair value vs price +56.6%hold -0.4%

then 31.48 → now 31.34

no 10-day tape

T0 precogs missing

+1.2%net · 20 days later

follow +1.2%hold +1.2%SPY -0.3%

then 83.64 → now 84.65 · same direction

tape: still in

not in tonight's five, not an exit

T0 precogs missing

VBBR3.SA10d tape

Vibra Energia S.A.

+0.5%net · 20 days later

follow +0.5%hold +0.5%SPY -0.9%

then 33.44 → now 33.61 · same direction

tape: still in

T0 precogs missing

7 August 20265

equal weight +1.4% · SPY -0.7% · +2.1% vs SPY

Belden Inc.

-2.6%net · 21 days later

follow -2.6%hold -9.7%SPY -0.8%

then 132.8 → now 120.0 · other direction

tape: reversed

T0 precogs missing

+0.4%not the 10d test · 21 days later

fair value vs price +43.5%hold +0.4%

then 69.71 → now 69.97

no 10-day tape

T0 precogs missing

Matson, Inc.

+7.4%net · 21 days later

follow +7.4%hold +7.4%SPY -0.3%

then 206.8 → now 222.1 · same direction

tape: still in

T0 precogs missing

Palomar Holdings, Inc.

-0.4%net · 21 days later

follow -0.4%hold -0.8%SPY -1.0%

then 130.5 → now 129.6 · other direction

tape: reversed

not in tonight's five, not an exit

T0 precogs missing

-3.1%not the 10d test · 21 days later

fair value vs price -30.0%hold -3.1%

then 38.26 → now 37.08

no 10-day tape

T0 precogs missing

6 August 20265

equal weight +0.6% · SPY +0.3% · +0.3% vs SPY

Amkor Technology, Inc.

-4.5%net · 22 days later

follow -4.5%hold -4.5%SPY +0.3%

then 54.16 → now 51.74 · other direction

tape: still in

T0 precogs missing

Essential Properties Realty Trust, Inc.

-0.9%not the 10d test · 22 days later

fair value vs price +15.7%hold -0.9%

then 30.63 → now 30.36

no 10-day tape

T0 precogs missing

MP Materials Corp.

+24.3%not the 10d test · 22 days later

hold +24.3%

then 47.49 → now 59.03

no 10-day tape

T0 precogs missing

Micron Technology, Inc.

+6.1%net · 22 days later

follow +6.1%hold +6.1%SPY +0.3%

then 881.5 → now 935.4 · same direction

tape: still in

not in tonight's five, not an exit

T0 precogs missing

TD SYNNEX Corporation

+0.3%net · 22 days later

follow +0.3%hold +0.3%SPY +0.3%

then 259.2 → now 260.1 · same direction

tape: still in

not in tonight's five, not an exit

T0 precogs missing

This measures published model directions, not investment advice. Naia and Scarlett drive the 10-day tape. Luna and Vera drive the 1-year valuation. One P&L for both is a category error. Sideline is not a short.