DISCIPLES OF CLAUDE
Watchlist · thesis ledger
Timeline

The time axis

One spine, soonest first: everything dated that the ledger knows is coming, the present marker, then the record. Countdowns share one grammar with the docket; below the line there are only dates and outcomes, never countdowns.

Explore this week →

Lane · Desk-widePer-name
Horizon · AllWeekMonthBeyond
This month8–35 days
MARKETT−11dDELL dividend — context, not evidence
detailsA scheduled print or filing from the market calendar — context the room is watching. It never grades anything and can never become an arbiter.
MARKETT−12dCME earnings — context, not evidence
detailsA scheduled print or filing from the market calendar — context the room is watching. It never grades anything and can never become an arbiter.
ARBITERT−13dCACI CACI fiscal Q1-2027 results (first print after registration) — funded backlog y/y; award scan (pin from issuer calendar at lock) · CACI quarterly release + 10-Q (first-release vintage); SAM.gov award notices 0/2
detailsAn arbiter is the pre-named outside event that grades the thesis — a date and a source, never an opinion. This date has moved 0 of its 2 allowed times.
MARKETT−13dNXT earnings — context, not evidence
detailsA scheduled print or filing from the market calendar — context the room is watching. It never grades anything and can never become an arbiter.
ARBITERT−18dDHI DHI fiscal Q4-2026 results (FY ends Sep 30) — net orders y/y, cancellation rate vs prior-year, homebuilding gross margin (first of the two-print test); PMMS scan running (pin from issuer calendar at lock) · DHI quarterly release + 10-K (first-release vintage); Freddie Mac PMMS weekly (FRED MORTGAGE30US) 0/2
detailsAn arbiter is the pre-named outside event that grades the thesis — a date and a source, never an opinion. This date has moved 0 of its 2 allowed times.
MARKETT−18dSTLA earnings — context, not evidence
detailsA scheduled print or filing from the market calendar — context the room is watching. It never grades anything and can never become an arbiter.
MARKETT−18dEXE earnings — context, not evidence
detailsA scheduled print or filing from the market calendar — context the room is watching. It never grades anything and can never become an arbiter.
MARKETT−18dRCL earnings — context, not evidence
detailsA scheduled print or filing from the market calendar — context the room is watching. It never grades anything and can never become an arbiter.
ARBITERT−19dFDX FDX quarterly volume-and-margin pair review · FedEx original quarterly release, financial statistics, consolidated non-GAAP reconciliation; archived original SEC 8-K exhibit/10-Q where applicable. First-release values on both sides. 0/2
detailsAn arbiter is the pre-named outside event that grades the thesis — a date and a source, never an opinion. This date has moved 0 of its 2 allowed times.
MARKETT−19dCACI earnings — context, not evidence
detailsA scheduled print or filing from the market calendar — context the room is watching. It never grades anything and can never become an arbiter.
MARKETT−19dFDX earnings — context, not evidence
detailsA scheduled print or filing from the market calendar — context the room is watching. It never grades anything and can never become an arbiter.
MARKETT−19dGOOGL earnings — context, not evidence
detailsA scheduled print or filing from the market calendar — context the room is watching. It never grades anything and can never become an arbiter.
MARKETT−19dODFL earnings — context, not evidence
detailsA scheduled print or filing from the market calendar — context the room is watching. It never grades anything and can never become an arbiter.
MARKETT−20dDHI earnings — context, not evidence
detailsA scheduled print or filing from the market calendar — context the room is watching. It never grades anything and can never become an arbiter.
MARKETT−20dEPD earnings — context, not evidence
detailsA scheduled print or filing from the market calendar — context the room is watching. It never grades anything and can never become an arbiter.
MARKETT−20dICE earnings — context, not evidence
detailsA scheduled print or filing from the market calendar — context the room is watching. It never grades anything and can never become an arbiter.
MARKETT−20dSNDK earnings — context, not evidence
detailsA scheduled print or filing from the market calendar — context the room is watching. It never grades anything and can never become an arbiter.
MARKETT−21dCCJ earnings — context, not evidence
detailsA scheduled print or filing from the market calendar — context the room is watching. It never grades anything and can never become an arbiter.
MARKETT−21dCVE earnings — context, not evidence
detailsA scheduled print or filing from the market calendar — context the room is watching. It never grades anything and can never become an arbiter.
MARKETT−21dXOM earnings — context, not evidence
detailsA scheduled print or filing from the market calendar — context the room is watching. It never grades anything and can never become an arbiter.
LOCK-DEADLINET−22dETN must meet its test by 2026-10-31
ARBITERT−22dETN deadline verdict: backlog guidance check · ETN quarterly earnings print (issuer guidance) 0/2
detailsAn arbiter is the pre-named outside event that grades the thesis — a date and a source, never an opinion. This date has moved 0 of its 2 allowed times.
ARBITERT−22dETN deadline verdict: backlog guidance check · ETN quarterly earnings print (issuer guidance) 0/2
detailsAn arbiter is the pre-named outside event that grades the thesis — a date and a source, never an opinion. This date has moved 0 of its 2 allowed times.
MARKETT−24dBWXT earnings — context, not evidence
detailsA scheduled print or filing from the market calendar — context the room is watching. It never grades anything and can never become an arbiter.
MARKETT−24dORA earnings — context, not evidence
detailsA scheduled print or filing from the market calendar — context the room is watching. It never grades anything and can never become an arbiter.
MARKETT−25dETN earnings — context, not evidence
detailsA scheduled print or filing from the market calendar — context the room is watching. It never grades anything and can never become an arbiter.
ARBITERT−27dCVE CVE Q3-2026 results — upstream realized price, downstream throughput and margin; WTI/WCS scans running (pin from issuer calendar at lock) · cenovus.com quarterly release + MD&A (first-release vintage); EIA RWTC; Alberta WCS series 0/2
detailsAn arbiter is the pre-named outside event that grades the thesis — a date and a source, never an opinion. This date has moved 0 of its 2 allowed times.
Present · 2026-10-09
The recordwhat happened, dated — the past side re-litigates nothing
MARKET2026-10-03GOOGL press release — Investor Alert: Robbins LLP Informs Investors of the Alphabet Inc. Class…
detailsA scheduled print or filing from the market calendar — context the room is watching. It never grades anything and can never become an arbiter.
EDITION2026-10-03 EDITION 28 edition assessments
MARKET2026-10-02CME press release — CME Group Reports Record Average Daily Volume for September and Q3, Driven by…
detailsA scheduled print or filing from the market calendar — context the room is watching. It never grades anything and can never become an arbiter.
MARKET2026-10-02CME press release — CME Group Suspends Plans to Launch 24/7 10-Barrel Crude Oil Contract
detailsA scheduled print or filing from the market calendar — context the room is watching. It never grades anything and can never become an arbiter.
MARKET2026-10-02CSX analyst action — Positive to Positive (Susquehanna)
detailsA scheduled print or filing from the market calendar — context the room is watching. It never grades anything and can never become an arbiter.
MARKET2026-10-02EXE analyst action — Buy to Buy (Jefferies)
detailsA scheduled print or filing from the market calendar — context the room is watching. It never grades anything and can never become an arbiter.
MARKET2026-10-02EXE analyst action — Buy to Buy (UBS)
detailsA scheduled print or filing from the market calendar — context the room is watching. It never grades anything and can never become an arbiter.
MARKET2026-10-02GOOGL press release — GOOGL DEADLINE ALERT: Faruqi & Faruqi, LLP Reminds Alphabet Investors of…
detailsA scheduled print or filing from the market calendar — context the room is watching. It never grades anything and can never become an arbiter.
MARKET2026-10-02GOOGL press release — GOOGL CLASS ACTION NOTICE: Glancy Prongay Wolke & Rotter LLP Files Securities…
detailsA scheduled print or filing from the market calendar — context the room is watching. It never grades anything and can never become an arbiter.
MARKET2026-10-02GOOGL press release — GOOGL CLASS ACTION NOTICE: The Law Offices of Frank R. Cruz Files Securities…
detailsA scheduled print or filing from the market calendar — context the room is watching. It never grades anything and can never become an arbiter.
MARKET2026-10-02ICE analyst action — Overweight to Overweight (Piper Sandler)
detailsA scheduled print or filing from the market calendar — context the room is watching. It never grades anything and can never become an arbiter.
MARKET2026-10-02ODFL analyst action — Neutral to Neutral (Susquehanna)
detailsA scheduled print or filing from the market calendar — context the room is watching. It never grades anything and can never become an arbiter.
MARKET2026-10-01VST analyst action — Outperform to Outperform (Bernstein)
detailsA scheduled print or filing from the market calendar — context the room is watching. It never grades anything and can never become an arbiter.
EDITION2026-09-19 EDITION 14 edition assessments
EDITION2026-09-12 EDITION 13 edition assessments
EDITION2026-09-05 EDITION 22 edition assessments
EDITION2026-08-29 EDITION 22 edition assessments
EDITION2026-08-22 EDITION 17 edition assessments
EDITION2026-08-15 EDITION 6 edition assessments
EDITION2026-08-08 EDITION 17 edition assessments
EDITION2026-08-01 EDITION 19 edition assessments
EDITION2026-07-25 EDITION 17 edition assessments
EDITION2026-07-18 EDITION pre-book era
EDITION2026-07-11 EDITION pre-book era
EDITION2026-07-04 EDITION pre-book era
EDITION2026-06-27 EDITION pre-book era
EDITION2026-06-20 EDITION pre-book era
EDITION2026-06-13 EDITION pre-book era
EDITION2026-06-06 EDITION pre-book era
death_clock (watchlist_items unlocked rows) · F-3 founder-open — no ratified clock duration; 2 unlocked book row(s) carry no DEATH-CLOCK mark
company_events · market tape capped — 131 older mark(s) inside the lookback not drawn; the full rail lives on each name page