DISCIPLES OF CLAUDE
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Name detail

BWXT

−8.6% called side since lock · last close 142.22 (Oct 8) · high close 160.41 · low close 134.35 · 37 days since lock

Everything the four surfaces know about one instrument, on one page.

Locked lineages
LOCKED · Ethan · Verdict due December 2027 · 448 days out
Sole domestic heavy reactor-vessel forge; tollbooth on naval and microreactor demand (Pele-class). Registered off the Sep 1 print (+6.25%, Tier-A); monopoly claim Tier-C until verified.

−8.6% called side since lock · last close 142.22 (Oct 8) · high close 160.41 · low close 134.35 · 37 days since lock

Sealed on 2026-09-02 — the claim, what would kill it, and what counts as success are frozen on an outside receipt. Nothing here can be quietly edited.
Succeeds if: No second qualified US heavy reactor-vessel forge is announced AND the Pele-class microreactor programs are not cancelled — through the deadline.
Falsified if: A second qualified US heavy-vessel forge is announced, or Pele-class programs are cancelled, before deadline.
Drivers Incentivized flow proposed Mandate constraint proposed
Verification details

Each fingerprint is a SHA-256 digest of the exact frozen text — a matching digest means the words you read are the words that were sealed.

Claim fingerprint (thesis_hash)1bb3ebd3e817f4b1…Falsifier fingerprint (falsifier_hash)edf500e65fa97af1…Success-test fingerprint (predicate_hash)0108ecfd26962c5f…Outside custodyreceipt manual_operator · digest 41ac9869628ac47c… · received
Cross-examination

Members file counter-evidence against a locked lineage; the desk owes a public answer by a deadline that renders here either way.

No member has filed counter-evidence against this name's locked lineages. The floor is open: `/thesis challenge BWXT <your counter-evidence>` from Slack.

COUNTER-EVIDENCE ≠ GRADE — a challenge never grades the thesis and never moves a score; it puts the desk on a public clock.
Edition assessments
Edition assessments

The room graded the proposition in each sealed edition — not a member.

2026-08-29 · NO TEST Backfilled edition hash 15bd0390467e559c74c076f3…
2026-09-05 · SUPPORTED Backfilled edition hash 3ad7e3fa56cf10ecb514d9f1…
2026-09-12 · CARRY Backfilled edition hash 6271a4889f18e60066663572…
2026-09-19 · CARRY Backfilled edition hash 4f554e02dd2769ad9cd297aa…
2026-10-03 · CARRY Backfilled edition hash 6cbb3f12f574ec962d2274d6…
This week · 0 events

No recorded events

Explore this week →

Coming up
Nov 2 · Earnings — context, not evidence
Verdict deadline · Verdict due December 2027 · 448 days out

Scheduled prints are context, never evidence — nothing here grades a thesis.

Arbiters
Arbitersdeadline verdict: US heavy reactor-vessel forge qualification + Pele-class program status · 2027-12-31 · DoD Strategic Capabilities Office / DOE Project Pele program record + Naval Reactors / NRC vessel-forge qualification announcements (issuer and agency releases) · Reads FALSIFIED if, on or before 2027-12-31, an agency or issuer release names a second US-qualified heavy reactor-vessel forge (Naval Reactors- or NRC-qualified, not BWXT), OR the DoD SCO / DOE formally cancels the Pele-class microreactor program. Reads POSITIVE at the deadline when neither release exists. · 0/2
Fresh tape
Fresh tape
Oct 1 · Press release · BWXT Awarded $189 Million Naval Nuclear Fuel Contract
Oct 1 · Press release · BWX Technologies to Announce Third Quarter 2026 Results on Monday, November 2
Sep 30 · Analyst action · Buy to Buy (Guggenheim)
Sep 30 · Analyst action · Buy to Buy (B of A Securities)
Sep 30 · Analyst action · Buy to Buy (BTIG)
Sep 30 · Analyst action · Outperform to Outperform (Northland Capital Markets)
Sep 29 · Press release · BWX Technologies Hosting Investor Day

Scheduled prints are context, never evidence — nothing here grades a thesis.

Tape
Tape

−12.0% since added to list · 2026-09-01 → 2026-10-08

2026-10-08 · 142.22

8/26 sessions with call — agreement, not judgment.

Newest sessions −0.2BWXT · 2026-09-25
close -0.15% — against call
called side: LONG since 2026-09-02
edition week of 2026-10-03 — sealed
Tape agreement only. TAPE ≠ VERDICT.
−3.0BWXT · 2026-09-28
close -2.98% — against call
called side: LONG since 2026-09-02
edition week of 2026-10-03 — sealed
Tape agreement only. TAPE ≠ VERDICT.
+2.7BWXT · 2026-09-29
close 2.72% — with call
called side: LONG since 2026-09-02
edition week of 2026-10-03 — sealed
Tape agreement only. TAPE ≠ VERDICT.
−0.7BWXT · 2026-09-30
close -0.73% — against call
called side: LONG since 2026-09-02
edition week of 2026-10-03 — sealed
Tape agreement only. TAPE ≠ VERDICT.
−0.2BWXT · 2026-10-01
close -0.15% — against call
called side: LONG since 2026-09-02
edition week of 2026-10-03 — sealed
Tape agreement only. TAPE ≠ VERDICT.
−1.4BWXT · 2026-10-02
close -1.41% — against call
called side: LONG since 2026-09-02
edition week of 2026-10-03 — sealed
Tape agreement only. TAPE ≠ VERDICT.
+0.4BWXT · 2026-10-05
close 0.36% — with call
called side: LONG since 2026-09-02
Tape agreement only. TAPE ≠ VERDICT.
+7.6BWXT · 2026-10-06
close 7.65% — with call
called side: LONG since 2026-09-02
Tape agreement only. TAPE ≠ VERDICT.
−2.9BWXT · 2026-10-07
close -2.86% — against call
called side: LONG since 2026-09-02
Tape agreement only. TAPE ≠ VERDICT.
+0.5BWXT · 2026-10-08
close 0.48% — with call
called side: LONG since 2026-09-02
Tape agreement only. TAPE ≠ VERDICT.

Daily close-to-close returns · Financial Modeling Prep end-of-day closes, automated daily ingest · newest session 2026-10-08.

TAPE ≠ VERDICT — tape agreement never grades a proposition and never derives an assessment.
Timeline lane
Timeline lane
MARKETT−24dearnings — context, not evidence
LOCK-DEADLINET−448dmust meet its test by 2027-12-31
ARBITERT−448ddeadline verdict: US heavy reactor-vessel forge qualification + Pele-class program status · DoD Strategic Capabilities Office / DOE Project Pele program record + Naval Reactors / NRC vessel-forge qualification announcements (issuer and agency releases)

Full lane on the time axis

Identity
Identity
Canonical tickerBWXTFirst seen edition2026-08-29Registry stateactive
2026-08-29 → open · BWXT opened at registration (lib/watchlist/register.js)
Divergence
Divergence

No divergence between the editorial and resolution layers on this name.

Open stacks

Held in 0 of 0 open member stacks.

The stacks hold the full record — stances are addresses, never advice.