Every graded name against every sealed edition. Each cell carries its assessment as a letter — hover previews the verbatim token, source span and edition hash; click opens the full record.
| Name | 06-06 | 06-13 | 06-20 | 06-27 | 07-04 | 07-11 | 07-18 | 07-25 | 08-01 | 08-08 | 08-15 | 08-22 | 08-29 | 09-05 | 09-12 | 09-19 | 10-03 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BWXT | BWXT · 2026-06-06 this name carried no assessment in this edition — an empty column cell, not a judgment. | BWXT · 2026-06-13 this name carried no assessment in this edition — an empty column cell, not a judgment. | BWXT · 2026-06-20 this name carried no assessment in this edition — an empty column cell, not a judgment. | BWXT · 2026-06-27 this name carried no assessment in this edition — an empty column cell, not a judgment. | BWXT · 2026-07-04 this name carried no assessment in this edition — an empty column cell, not a judgment. | BWXT · 2026-07-11 this name carried no assessment in this edition — an empty column cell, not a judgment. | BWXT · 2026-07-18 this name carried no assessment in this edition — an empty column cell, not a judgment. | BWXT · 2026-07-25 this name carried no assessment in this edition — an empty column cell, not a judgment. | BWXT · 2026-08-01 this name carried no assessment in this edition — an empty column cell, not a judgment. | BWXT · 2026-08-08 this name carried no assessment in this edition — an empty column cell, not a judgment. | BWXT · 2026-08-15 this name carried no assessment in this edition — an empty column cell, not a judgment. | BWXT · 2026-08-22 this name carried no assessment in this edition — an empty column cell, not a judgment. | ØBWXT · 2026-08-29 NO TEST edition hash 15bd0390467e559c74c076f3… NO TEST — BWXT carried no assessment in the 2026-08-29 edition; recorded by the weekly edition cycle in arrears.… | SBWXT · 2026-09-05 SUPPORTED edition hash 3ad7e3fa56cf10ecb514d9f1… BWXT SUPPORTED Sole domestic heavy reactor-vessel forge; tollbooth on naval and microreactor demand. The September 1 tape paid the vessel ma… | →BWXT · 2026-09-12 CARRY edition hash 6271a4889f18e60066663572… CARRY — the BWXT thesis stood through the 2026-09-12 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →BWXT · 2026-09-19 CARRY edition hash 4f554e02dd2769ad9cd297aa… CARRY — the BWXT thesis stood through the 2026-09-19 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →BWXT · 2026-10-03 CARRY edition hash 6cbb3f12f574ec962d2274d6… BWXT CARRY Thesis stands — no dated test this edition.… |
| CACI | CACI · 2026-06-06 this name carried no assessment in this edition — an empty column cell, not a judgment. | CACI · 2026-06-13 this name carried no assessment in this edition — an empty column cell, not a judgment. | CACI · 2026-06-20 this name carried no assessment in this edition — an empty column cell, not a judgment. | CACI · 2026-06-27 this name carried no assessment in this edition — an empty column cell, not a judgment. | CACI · 2026-07-04 this name carried no assessment in this edition — an empty column cell, not a judgment. | CACI · 2026-07-11 this name carried no assessment in this edition — an empty column cell, not a judgment. | CACI · 2026-07-18 this name carried no assessment in this edition — an empty column cell, not a judgment. | CACI · 2026-07-25 this name carried no assessment in this edition — an empty column cell, not a judgment. | CACI · 2026-08-01 this name carried no assessment in this edition — an empty column cell, not a judgment. | CACI · 2026-08-08 this name carried no assessment in this edition — an empty column cell, not a judgment. | CACI · 2026-08-15 this name carried no assessment in this edition — an empty column cell, not a judgment. | CACI · 2026-08-22 this name carried no assessment in this edition — an empty column cell, not a judgment. | CACI · 2026-08-29 this name carried no assessment in this edition — an empty column cell, not a judgment. | CACI · 2026-09-05 this name carried no assessment in this edition — an empty column cell, not a judgment. | CACI · 2026-09-12 this name carried no assessment in this edition — an empty column cell, not a judgment. | CACI · 2026-09-19 this name carried no assessment in this edition — an empty column cell, not a judgment. | →CACI · 2026-10-03 CARRY edition hash 6cbb3f12f574ec962d2274d6… CACI CARRY Thesis stands — no dated test this edition.… |
| CCJ | CCJ · 2026-06-06 this name carried no assessment in this edition — an empty column cell, not a judgment. | CCJ · 2026-06-13 this name carried no assessment in this edition — an empty column cell, not a judgment. | CCJ · 2026-06-20 this name carried no assessment in this edition — an empty column cell, not a judgment. | CCJ · 2026-06-27 this name carried no assessment in this edition — an empty column cell, not a judgment. | CCJ · 2026-07-04 this name carried no assessment in this edition — an empty column cell, not a judgment. | CCJ · 2026-07-11 this name carried no assessment in this edition — an empty column cell, not a judgment. | CCJ · 2026-07-18 this name carried no assessment in this edition — an empty column cell, not a judgment. | MCCJ · 2026-07-25 MIXED edition hash 5ac949a40d51396556dd73a5… CCJ MIXED Uranium fuel cycle, upstream of the fleet. Down ~14% on the month, bouncing this week; Cigar Lake halted and resumed; DOE stood up… | MCCJ · 2026-08-01 MIXED edition hash 11a8fa4cad4120f7ad61f7af… CCJ MIXED Uranium fuel cycle, upstream of the fleet. The arbiter split: net C$25M, adjusted net C$77M, adjusted EBITDA C$391M - down y/y on … | →CCJ · 2026-08-08 CARRY edition hash cjson-v1:29b5145ba5f2f06… CARRY — the CCJ thesis stood through the 2026-08-08 edition with no dated test; recorded under the standing-thesis rule in arrears.… | CCJ · 2026-08-15 this name carried no assessment in this edition — an empty column cell, not a judgment. | →CCJ · 2026-08-22 CARRY edition hash 557bf5ef55f5d1fb8c7a88bf… CARRY — the CCJ thesis stood through the 2026-08-22 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →CCJ · 2026-08-29 CARRY edition hash 15bd0390467e559c74c076f3… CARRY — the CCJ thesis stood through the 2026-08-29 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →CCJ · 2026-09-05 CARRY edition hash 3ad7e3fa56cf10ecb514d9f1… CARRY — the CCJ thesis stood through the 2026-09-05 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →CCJ · 2026-09-12 CARRY edition hash 6271a4889f18e60066663572… CARRY — the CCJ thesis stood through the 2026-09-12 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →CCJ · 2026-09-19 CARRY edition hash 4f554e02dd2769ad9cd297aa… CARRY — the CCJ thesis stood through the 2026-09-19 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →CCJ · 2026-10-03 CARRY edition hash 6cbb3f12f574ec962d2274d6… CCJ CARRY Thesis stands — no dated test this edition.… |
| CEG | CEG · 2026-06-06 this name carried no assessment in this edition — an empty column cell, not a judgment. | CEG · 2026-06-13 this name carried no assessment in this edition — an empty column cell, not a judgment. | CEG · 2026-06-20 this name carried no assessment in this edition — an empty column cell, not a judgment. | CEG · 2026-06-27 this name carried no assessment in this edition — an empty column cell, not a judgment. | CEG · 2026-07-04 this name carried no assessment in this edition — an empty column cell, not a judgment. | CEG · 2026-07-11 this name carried no assessment in this edition — an empty column cell, not a judgment. | CEG · 2026-07-18 this name carried no assessment in this edition — an empty column cell, not a judgment. | SCEG · 2026-07-25 SUPPORTED edition hash 5ac949a40d51396556dd73a5… CEG SUPPORTED Nuclear baseload, cleanest firm power. Morgan Stanley to $366, Walmart nuclear PPA signed, holding ~$275-290 off the 7/01 low.… | SCEG · 2026-08-01 SUPPORTED edition hash 11a8fa4cad4120f7ad61f7af… CEG SUPPORTED Nuclear baseload, cleanest firm power. Arbiter lands Wednesday Aug 6 - two weeks after the room's own research report. Charlot… | SCEG · 2026-08-08 SUPPORTED edition hash cjson-v1:29b5145ba5f2f06… CEG SUPPORTED Nuclear baseload, cleanest firm power. The arbiter fired and confirmed both legs: adjusted EPS $2.55 vs ~$2.33 street (+$0.64 … | →CEG · 2026-08-15 CARRY edition hash 74627a4ca261cc14a73ccad5… CARRY — the CEG thesis stood through the 2026-08-15 edition with no dated test; recorded under the standing-thesis rule in arrears.… | SCEG · 2026-08-22 SUPPORTED edition hash 557bf5ef55f5d1fb8c7a88bf… VST · CEG SUPPORTED Firm power under data-center load. The opposition number is a scarcity print: every site that does not get built makes t… | SCEG · 2026-08-29 SUPPORTED edition hash 15bd0390467e559c74c076f3… VST · CEG SUPPORTED Firm power under data-center load. Vera Rubin racks in full production are megawatts spoken for — and Monday a hyperscal… | →CEG · 2026-09-05 CARRY edition hash 3ad7e3fa56cf10ecb514d9f1… CARRY — the CEG thesis stood through the 2026-09-05 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →CEG · 2026-09-12 CARRY edition hash 6271a4889f18e60066663572… CARRY — the CEG thesis stood through the 2026-09-12 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →CEG · 2026-09-19 CARRY edition hash 4f554e02dd2769ad9cd297aa… CARRY — the CEG thesis stood through the 2026-09-19 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →CEG · 2026-10-03 CARRY edition hash 6cbb3f12f574ec962d2274d6… CEG CARRY Thesis stands — no dated test this edition.… |
| CME | CME · 2026-06-06 this name carried no assessment in this edition — an empty column cell, not a judgment. | CME · 2026-06-13 this name carried no assessment in this edition — an empty column cell, not a judgment. | CME · 2026-06-20 this name carried no assessment in this edition — an empty column cell, not a judgment. | CME · 2026-06-27 this name carried no assessment in this edition — an empty column cell, not a judgment. | CME · 2026-07-04 this name carried no assessment in this edition — an empty column cell, not a judgment. | CME · 2026-07-11 this name carried no assessment in this edition — an empty column cell, not a judgment. | CME · 2026-07-18 this name carried no assessment in this edition — an empty column cell, not a judgment. | SCME · 2026-07-25 SUPPORTED edition hash 5ac949a40d51396556dd73a5… CME SUPPORTED Higher-for-longer + jumpy markets = hedging volume. Vol waking is the registered confirmation; VIX at 18.70 is that.… | SCME · 2026-08-01 SUPPORTED edition hash 11a8fa4cad4120f7ad61f7af… CME SUPPORTED Higher-for-longer + jumpy markets = hedging volume. Three hike dissents and a 2007-high long end is the thesis writing itself.… | ØCME · 2026-08-08 NO TEST edition hash cjson-v1:29b5145ba5f2f06… NO TEST — CME carried no assessment in the 2026-08-08 edition; recorded by the weekly edition cycle in arrears.… | CME · 2026-08-15 this name carried no assessment in this edition — an empty column cell, not a judgment. | ØCME · 2026-08-22 NO TEST edition hash 557bf5ef55f5d1fb8c7a88bf… NO TEST — CME carried no assessment in the 2026-08-22 edition; recorded by the weekly edition cycle in arrears.… | ØCME · 2026-08-29 NO TEST edition hash 15bd0390467e559c74c076f3… NO TEST — CME carried no assessment in the 2026-08-29 edition; recorded by the weekly edition cycle in arrears.… | ØCME · 2026-09-05 NO TEST edition hash 3ad7e3fa56cf10ecb514d9f1… NO TEST — CME carried no assessment in the 2026-09-05 edition; recorded by the weekly edition cycle in arrears.… | CME · 2026-09-12 this name carried no assessment in this edition — an empty column cell, not a judgment. | CME · 2026-09-19 this name carried no assessment in this edition — an empty column cell, not a judgment. | →CME · 2026-10-03 CARRY edition hash 6cbb3f12f574ec962d2274d6… CME CARRY Thesis stands — no dated test this edition.… |
| CSX | CSX · 2026-06-06 this name carried no assessment in this edition — an empty column cell, not a judgment. | CSX · 2026-06-13 this name carried no assessment in this edition — an empty column cell, not a judgment. | CSX · 2026-06-20 this name carried no assessment in this edition — an empty column cell, not a judgment. | CSX · 2026-06-27 this name carried no assessment in this edition — an empty column cell, not a judgment. | CSX · 2026-07-04 this name carried no assessment in this edition — an empty column cell, not a judgment. | CSX · 2026-07-11 this name carried no assessment in this edition — an empty column cell, not a judgment. | CSX · 2026-07-18 this name carried no assessment in this edition — an empty column cell, not a judgment. | CSX · 2026-07-25 this name carried no assessment in this edition — an empty column cell, not a judgment. | CSX · 2026-08-01 this name carried no assessment in this edition — an empty column cell, not a judgment. | CSX · 2026-08-08 this name carried no assessment in this edition — an empty column cell, not a judgment. | CSX · 2026-08-15 this name carried no assessment in this edition — an empty column cell, not a judgment. | CSX · 2026-08-22 this name carried no assessment in this edition — an empty column cell, not a judgment. | ØCSX · 2026-08-29 NO TEST edition hash 15bd0390467e559c74c076f3… NO TEST — CSX carried no assessment in the 2026-08-29 edition; recorded by the weekly edition cycle in arrears.… | →CSX · 2026-09-05 CARRY edition hash 3ad7e3fa56cf10ecb514d9f1… CARRY — the CSX thesis stood through the 2026-09-05 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →CSX · 2026-09-12 CARRY edition hash 6271a4889f18e60066663572… CARRY — the CSX thesis stood through the 2026-09-12 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →CSX · 2026-09-19 CARRY edition hash 4f554e02dd2769ad9cd297aa… CARRY — the CSX thesis stood through the 2026-09-19 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →CSX · 2026-10-03 CARRY edition hash 6cbb3f12f574ec962d2274d6… CSX CARRY Thesis stands — no dated test this edition.… |
| CVE | CVE · 2026-06-06 this name carried no assessment in this edition — an empty column cell, not a judgment. | CVE · 2026-06-13 this name carried no assessment in this edition — an empty column cell, not a judgment. | CVE · 2026-06-20 this name carried no assessment in this edition — an empty column cell, not a judgment. | CVE · 2026-06-27 this name carried no assessment in this edition — an empty column cell, not a judgment. | CVE · 2026-07-04 this name carried no assessment in this edition — an empty column cell, not a judgment. | CVE · 2026-07-11 this name carried no assessment in this edition — an empty column cell, not a judgment. | CVE · 2026-07-18 this name carried no assessment in this edition — an empty column cell, not a judgment. | CVE · 2026-07-25 this name carried no assessment in this edition — an empty column cell, not a judgment. | CVE · 2026-08-01 this name carried no assessment in this edition — an empty column cell, not a judgment. | CVE · 2026-08-08 this name carried no assessment in this edition — an empty column cell, not a judgment. | CVE · 2026-08-15 this name carried no assessment in this edition — an empty column cell, not a judgment. | CVE · 2026-08-22 this name carried no assessment in this edition — an empty column cell, not a judgment. | CVE · 2026-08-29 this name carried no assessment in this edition — an empty column cell, not a judgment. | CVE · 2026-09-05 this name carried no assessment in this edition — an empty column cell, not a judgment. | CVE · 2026-09-12 this name carried no assessment in this edition — an empty column cell, not a judgment. | CVE · 2026-09-19 this name carried no assessment in this edition — an empty column cell, not a judgment. | →CVE · 2026-10-03 CARRY edition hash 6cbb3f12f574ec962d2274d6… CVE CARRY Thesis stands — no dated test this edition.… |
| DELL | DELL · 2026-06-06 this name carried no assessment in this edition — an empty column cell, not a judgment. | DELL · 2026-06-13 this name carried no assessment in this edition — an empty column cell, not a judgment. | DELL · 2026-06-20 this name carried no assessment in this edition — an empty column cell, not a judgment. | DELL · 2026-06-27 this name carried no assessment in this edition — an empty column cell, not a judgment. | DELL · 2026-07-04 this name carried no assessment in this edition — an empty column cell, not a judgment. | DELL · 2026-07-11 this name carried no assessment in this edition — an empty column cell, not a judgment. | DELL · 2026-07-18 this name carried no assessment in this edition — an empty column cell, not a judgment. | DELL · 2026-07-25 this name carried no assessment in this edition — an empty column cell, not a judgment. | DELL · 2026-08-01 this name carried no assessment in this edition — an empty column cell, not a judgment. | DELL · 2026-08-08 this name carried no assessment in this edition — an empty column cell, not a judgment. | DELL · 2026-08-15 this name carried no assessment in this edition — an empty column cell, not a judgment. | DELL · 2026-08-22 this name carried no assessment in this edition — an empty column cell, not a judgment. | ØDELL · 2026-08-29 NO TEST edition hash 15bd0390467e559c74c076f3… NO TEST — DELL carried no assessment in the 2026-08-29 edition; recorded by the weekly edition cycle in arrears.… | →DELL · 2026-09-05 CARRY edition hash 3ad7e3fa56cf10ecb514d9f1… CARRY — the DELL thesis stood through the 2026-09-05 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →DELL · 2026-09-12 CARRY edition hash 6271a4889f18e60066663572… CARRY — the DELL thesis stood through the 2026-09-12 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →DELL · 2026-09-19 CARRY edition hash 4f554e02dd2769ad9cd297aa… CARRY — the DELL thesis stood through the 2026-09-19 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →DELL · 2026-10-03 CARRY edition hash 6cbb3f12f574ec962d2274d6… DELL CARRY Thesis stands — no dated test this edition.… |
| DHI | DHI · 2026-06-06 this name carried no assessment in this edition — an empty column cell, not a judgment. | DHI · 2026-06-13 this name carried no assessment in this edition — an empty column cell, not a judgment. | DHI · 2026-06-20 this name carried no assessment in this edition — an empty column cell, not a judgment. | DHI · 2026-06-27 this name carried no assessment in this edition — an empty column cell, not a judgment. | DHI · 2026-07-04 this name carried no assessment in this edition — an empty column cell, not a judgment. | DHI · 2026-07-11 this name carried no assessment in this edition — an empty column cell, not a judgment. | DHI · 2026-07-18 this name carried no assessment in this edition — an empty column cell, not a judgment. | DHI · 2026-07-25 this name carried no assessment in this edition — an empty column cell, not a judgment. | DHI · 2026-08-01 this name carried no assessment in this edition — an empty column cell, not a judgment. | DHI · 2026-08-08 this name carried no assessment in this edition — an empty column cell, not a judgment. | DHI · 2026-08-15 this name carried no assessment in this edition — an empty column cell, not a judgment. | DHI · 2026-08-22 this name carried no assessment in this edition — an empty column cell, not a judgment. | DHI · 2026-08-29 this name carried no assessment in this edition — an empty column cell, not a judgment. | DHI · 2026-09-05 this name carried no assessment in this edition — an empty column cell, not a judgment. | DHI · 2026-09-12 this name carried no assessment in this edition — an empty column cell, not a judgment. | DHI · 2026-09-19 this name carried no assessment in this edition — an empty column cell, not a judgment. | →DHI · 2026-10-03 CARRY edition hash 6cbb3f12f574ec962d2274d6… DHI CARRY Thesis stands — no dated test this edition.… |
| EPD | EPD · 2026-06-06 this name carried no assessment in this edition — an empty column cell, not a judgment. | EPD · 2026-06-13 this name carried no assessment in this edition — an empty column cell, not a judgment. | EPD · 2026-06-20 this name carried no assessment in this edition — an empty column cell, not a judgment. | EPD · 2026-06-27 this name carried no assessment in this edition — an empty column cell, not a judgment. | EPD · 2026-07-04 this name carried no assessment in this edition — an empty column cell, not a judgment. | EPD · 2026-07-11 this name carried no assessment in this edition — an empty column cell, not a judgment. | EPD · 2026-07-18 this name carried no assessment in this edition — an empty column cell, not a judgment. | ØEPD · 2026-07-25 NO TEST edition hash 5ac949a40d51396556dd73a5… EPD NO TEST Midstream gas, the marginal fuel. No print; Energy led the week, the rising-10Y crosswind intact.… | ØEPD · 2026-08-01 NO TEST edition hash 11a8fa4cad4120f7ad61f7af… EPD NO TEST Midstream gas, the marginal fuel. No print; rising-10Y crosswind intact.… | ØEPD · 2026-08-08 NO TEST edition hash cjson-v1:29b5145ba5f2f06… NO TEST — EPD carried no assessment in the 2026-08-08 edition; recorded by the weekly edition cycle in arrears.… | EPD · 2026-08-15 this name carried no assessment in this edition — an empty column cell, not a judgment. | ØEPD · 2026-08-22 NO TEST edition hash 557bf5ef55f5d1fb8c7a88bf… NO TEST — EPD carried no assessment in the 2026-08-22 edition; recorded by the weekly edition cycle in arrears.… | ØEPD · 2026-08-29 NO TEST edition hash 15bd0390467e559c74c076f3… NO TEST — EPD carried no assessment in the 2026-08-29 edition; recorded by the weekly edition cycle in arrears.… | ØEPD · 2026-09-05 NO TEST edition hash 3ad7e3fa56cf10ecb514d9f1… NO TEST — EPD carried no assessment in the 2026-09-05 edition; recorded by the weekly edition cycle in arrears.… | EPD · 2026-09-12 this name carried no assessment in this edition — an empty column cell, not a judgment. | EPD · 2026-09-19 this name carried no assessment in this edition — an empty column cell, not a judgment. | →EPD · 2026-10-03 CARRY edition hash 6cbb3f12f574ec962d2274d6… EPD CARRY Thesis stands — no dated test this edition.… |
| ETN | ETN · 2026-06-06 this name carried no assessment in this edition — an empty column cell, not a judgment. | ETN · 2026-06-13 this name carried no assessment in this edition — an empty column cell, not a judgment. | ETN · 2026-06-20 this name carried no assessment in this edition — an empty column cell, not a judgment. | ETN · 2026-06-27 this name carried no assessment in this edition — an empty column cell, not a judgment. | ETN · 2026-07-04 this name carried no assessment in this edition — an empty column cell, not a judgment. | ETN · 2026-07-11 this name carried no assessment in this edition — an empty column cell, not a judgment. | ETN · 2026-07-18 this name carried no assessment in this edition — an empty column cell, not a judgment. | SETN · 2026-07-25 SUPPORTED edition hash 5ac949a40d51396556dd73a5… ETN SUPPORTED Grid buildout, picks and shovels. MS $425 to $500, Evercore $407 to $453. Arbiter Jul 31 pre-market - date corrected from last… | SETN · 2026-08-01 SUPPORTED edition hash 11a8fa4cad4120f7ad61f7af… ETN SUPPORTED Grid buildout, picks and shovels. The arbiter fired and confirmed: Q2 sales $8.53B, +21% y/y (+14% organic), above the high en… | →ETN · 2026-08-08 CARRY edition hash cjson-v1:29b5145ba5f2f06… CARRY — the ETN thesis stood through the 2026-08-08 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →ETN · 2026-08-15 CARRY edition hash 74627a4ca261cc14a73ccad5… CARRY — the ETN thesis stood through the 2026-08-15 edition with no dated test; recorded under the standing-thesis rule in arrears.… | METN · 2026-08-22 MIXED edition hash 557bf5ef55f5d1fb8c7a88bf… ETN MIXED Grid hardware, picks and shovels. Same number, opposite sign: hardware backlog is only a backlog if the sites get permitted. The f… | SETN · 2026-08-29 SUPPORTED edition hash 15bd0390467e559c74c076f3… ETN SUPPORTED Grid hardware, picks and shovels. A guide implying 89% growth at the top of the stack is a backlog forecast for everything bel… | →ETN · 2026-09-05 CARRY edition hash 3ad7e3fa56cf10ecb514d9f1… CARRY — the ETN thesis stood through the 2026-09-05 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →ETN · 2026-09-12 CARRY edition hash 6271a4889f18e60066663572… CARRY — the ETN thesis stood through the 2026-09-12 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →ETN · 2026-09-19 CARRY edition hash 4f554e02dd2769ad9cd297aa… CARRY — the ETN thesis stood through the 2026-09-19 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →ETN · 2026-10-03 CARRY edition hash 6cbb3f12f574ec962d2274d6… ETN CARRY Thesis stands — no dated test this edition.… |
| EXE | EXE · 2026-06-06 this name carried no assessment in this edition — an empty column cell, not a judgment. | EXE · 2026-06-13 this name carried no assessment in this edition — an empty column cell, not a judgment. | EXE · 2026-06-20 this name carried no assessment in this edition — an empty column cell, not a judgment. | EXE · 2026-06-27 this name carried no assessment in this edition — an empty column cell, not a judgment. | EXE · 2026-07-04 this name carried no assessment in this edition — an empty column cell, not a judgment. | EXE · 2026-07-11 this name carried no assessment in this edition — an empty column cell, not a judgment. | EXE · 2026-07-18 this name carried no assessment in this edition — an empty column cell, not a judgment. | SEXE · 2026-07-25 SUPPORTED edition hash 5ac949a40d51396556dd73a5… EXE SUPPORTED Gas production, upstream of the constraint. Complex firm through the shock; the cheap-Henry-Hub headwind unresolved.… | SEXE · 2026-08-01 SUPPORTED edition hash 11a8fa4cad4120f7ad61f7af… EXE SUPPORTED Gas production, upstream of the constraint. No print this week; the cheap-Henry-Hub headwind still the open question.… | →EXE · 2026-08-08 CARRY edition hash cjson-v1:29b5145ba5f2f06… CARRY — the EXE thesis stood through the 2026-08-08 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →EXE · 2026-08-15 CARRY edition hash 74627a4ca261cc14a73ccad5… CARRY — the EXE thesis stood through the 2026-08-15 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →EXE · 2026-08-22 CARRY edition hash 557bf5ef55f5d1fb8c7a88bf… CARRY — the EXE thesis stood through the 2026-08-22 edition with no dated test; recorded under the standing-thesis rule in arrears.… | SEXE · 2026-08-29 SUPPORTED edition hash 15bd0390467e559c74c076f3… Erratum, signed by ethan on 2026-09-02: Signed off the sealed 2026-08-29 edition's own prints: Dutch TTF re-bid to €72.2/MWh against Henry H… | →EXE · 2026-09-05 CARRY edition hash 3ad7e3fa56cf10ecb514d9f1… CARRY — the EXE thesis stood through the 2026-09-05 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →EXE · 2026-09-12 CARRY edition hash 6271a4889f18e60066663572… CARRY — the EXE thesis stood through the 2026-09-12 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →EXE · 2026-09-19 CARRY edition hash 4f554e02dd2769ad9cd297aa… CARRY — the EXE thesis stood through the 2026-09-19 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →EXE · 2026-10-03 CARRY edition hash 6cbb3f12f574ec962d2274d6… EXE CARRY Thesis stands — no dated test this edition.… |
| FDX | FDX · 2026-06-06 this name carried no assessment in this edition — an empty column cell, not a judgment. | FDX · 2026-06-13 this name carried no assessment in this edition — an empty column cell, not a judgment. | FDX · 2026-06-20 this name carried no assessment in this edition — an empty column cell, not a judgment. | FDX · 2026-06-27 this name carried no assessment in this edition — an empty column cell, not a judgment. | FDX · 2026-07-04 this name carried no assessment in this edition — an empty column cell, not a judgment. | FDX · 2026-07-11 this name carried no assessment in this edition — an empty column cell, not a judgment. | FDX · 2026-07-18 this name carried no assessment in this edition — an empty column cell, not a judgment. | ØFDX · 2026-07-25 NO TEST edition hash 5ac949a40d51396556dd73a5… NO TEST — FDX carried no assessment in the 2026-07-25 edition; recorded by the weekly edition cycle in arrears.… | ØFDX · 2026-08-01 NO TEST edition hash 11a8fa4cad4120f7ad61f7af… NO TEST — FDX carried no assessment in the 2026-08-01 edition; recorded by the weekly edition cycle in arrears.… | →FDX · 2026-08-08 CARRY edition hash cjson-v1:29b5145ba5f2f06… CARRY — the FDX thesis stood through the 2026-08-08 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →FDX · 2026-08-15 CARRY edition hash 74627a4ca261cc14a73ccad5… CARRY — the FDX thesis stood through the 2026-08-15 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →FDX · 2026-08-22 CARRY edition hash 557bf5ef55f5d1fb8c7a88bf… CARRY — the FDX thesis stood through the 2026-08-22 edition with no dated test; recorded under the standing-thesis rule in arrears.… | MFDX · 2026-08-29 MIXED edition hash 15bd0390467e559c74c076f3… FDX MIXED Demand-side short, the consumer credit vortex. Abercrombie raised guidance and gained a third in a day; claims held at 203,000 — t… | MFDX · 2026-09-05 MIXED edition hash 3ad7e3fa56cf10ecb514d9f1… FDX MIXED A volume-and-margin short, not a fuel trade. The volume leg took a hit: payrolls +162,000, claims 206,000, wages +3.1% — the consu… | →FDX · 2026-09-12 CARRY edition hash 6271a4889f18e60066663572… CARRY — the FDX thesis stood through the 2026-09-12 edition with no dated test; recorded under the standing-thesis rule in arrears.… | FDX · 2026-09-19 this name carried no assessment in this edition — an empty column cell, not a judgment. | →FDX · 2026-10-03 CARRY edition hash 6cbb3f12f574ec962d2274d6… FDX CARRY Thesis stands — no dated test this edition.… |
| GEV | GEV · 2026-06-06 no assessment in this edition, and no public (post-lock) thesis on file for this name — no call is in force; its tape runs raw in the D view. | GEV · 2026-06-13 no assessment in this edition, and no public (post-lock) thesis on file for this name — no call is in force; its tape runs raw in the D view. | GEV · 2026-06-20 no assessment in this edition, and no public (post-lock) thesis on file for this name — no call is in force; its tape runs raw in the D view. | GEV · 2026-06-27 no assessment in this edition, and no public (post-lock) thesis on file for this name — no call is in force; its tape runs raw in the D view. | GEV · 2026-07-04 no assessment in this edition, and no public (post-lock) thesis on file for this name — no call is in force; its tape runs raw in the D view. | GEV · 2026-07-11 no assessment in this edition, and no public (post-lock) thesis on file for this name — no call is in force; its tape runs raw in the D view. | GEV · 2026-07-18 no assessment in this edition, and no public (post-lock) thesis on file for this name — no call is in force; its tape runs raw in the D view. | SGEV · 2026-07-25 SUPPORTED edition hash 5ac949a40d51396556dd73a5… GEV SUPPORTED Turbines and grid equipment. Same complex read-through as ETN; earnings date unconfirmed, so not printed.… | SGEV · 2026-08-01 SUPPORTED edition hash 11a8fa4cad4120f7ad61f7af… GEV SUPPORTED Turbines and grid equipment. ETN's print supports the complex read-through - but grades ETN, not GEV. The turbine-vs-pipeline … | GEV · 2026-08-08 no assessment in this edition, and no public (post-lock) thesis on file for this name — no call is in force; its tape runs raw in the D view. | GEV · 2026-08-15 no assessment in this edition, and no public (post-lock) thesis on file for this name — no call is in force; its tape runs raw in the D view. | GEV · 2026-08-22 no assessment in this edition, and no public (post-lock) thesis on file for this name — no call is in force; its tape runs raw in the D view. | GEV · 2026-08-29 no assessment in this edition, and no public (post-lock) thesis on file for this name — no call is in force; its tape runs raw in the D view. | GEV · 2026-09-05 no assessment in this edition, and no public (post-lock) thesis on file for this name — no call is in force; its tape runs raw in the D view. | GEV · 2026-09-12 no assessment in this edition, and no public (post-lock) thesis on file for this name — no call is in force; its tape runs raw in the D view. | GEV · 2026-09-19 no assessment in this edition, and no public (post-lock) thesis on file for this name — no call is in force; its tape runs raw in the D view. | GEV · 2026-10-03 no assessment in this edition, and no public (post-lock) thesis on file for this name — no call is in force; its tape runs raw in the D view. |
| GOOGL | GOOGL · 2026-06-06 this name carried no assessment in this edition — an empty column cell, not a judgment. | GOOGL · 2026-06-13 this name carried no assessment in this edition — an empty column cell, not a judgment. | GOOGL · 2026-06-20 this name carried no assessment in this edition — an empty column cell, not a judgment. | GOOGL · 2026-06-27 this name carried no assessment in this edition — an empty column cell, not a judgment. | GOOGL · 2026-07-04 this name carried no assessment in this edition — an empty column cell, not a judgment. | GOOGL · 2026-07-11 this name carried no assessment in this edition — an empty column cell, not a judgment. | GOOGL · 2026-07-18 this name carried no assessment in this edition — an empty column cell, not a judgment. | TGOOGL · 2026-07-25 TESTED edition hash 5ac949a40d51396556dd73a5… GOOGL TESTED Hold through the print, ignore the near term. The print arrived: Alphabet reported this week and communication services fell ~6… | SGOOGL · 2026-08-01 SUPPORTED edition hash 11a8fa4cad4120f7ad61f7af… GOOGL SUPPORTED Hold through the print, ignore the near term. The near-term noise she committed to ignoring reversed hard this week; positio… | ØGOOGL · 2026-08-08 NO TEST edition hash cjson-v1:29b5145ba5f2f06… NO TEST — GOOGL carried no assessment in the 2026-08-08 edition; recorded by the weekly edition cycle in arrears.… | GOOGL · 2026-08-15 this name carried no assessment in this edition — an empty column cell, not a judgment. | ØGOOGL · 2026-08-22 NO TEST edition hash 557bf5ef55f5d1fb8c7a88bf… NO TEST — GOOGL carried no assessment in the 2026-08-22 edition; recorded by the weekly edition cycle in arrears.… | ØGOOGL · 2026-08-29 NO TEST edition hash 15bd0390467e559c74c076f3… NO TEST — GOOGL carried no assessment in the 2026-08-29 edition; recorded by the weekly edition cycle in arrears.… | ØGOOGL · 2026-09-05 NO TEST edition hash 3ad7e3fa56cf10ecb514d9f1… NO TEST — GOOGL carried no assessment in the 2026-09-05 edition; recorded by the weekly edition cycle in arrears.… | GOOGL · 2026-09-12 this name carried no assessment in this edition — an empty column cell, not a judgment. | GOOGL · 2026-09-19 this name carried no assessment in this edition — an empty column cell, not a judgment. | →GOOGL · 2026-10-03 CARRY edition hash 6cbb3f12f574ec962d2274d6… GOOGL CARRY Thesis stands — no dated test this edition.… |
| ICE | ICE · 2026-06-06 this name carried no assessment in this edition — an empty column cell, not a judgment. | ICE · 2026-06-13 this name carried no assessment in this edition — an empty column cell, not a judgment. | ICE · 2026-06-20 this name carried no assessment in this edition — an empty column cell, not a judgment. | ICE · 2026-06-27 this name carried no assessment in this edition — an empty column cell, not a judgment. | ICE · 2026-07-04 this name carried no assessment in this edition — an empty column cell, not a judgment. | ICE · 2026-07-11 this name carried no assessment in this edition — an empty column cell, not a judgment. | ICE · 2026-07-18 this name carried no assessment in this edition — an empty column cell, not a judgment. | SICE · 2026-07-25 SUPPORTED edition hash 5ac949a40d51396556dd73a5… ICE SUPPORTED The Brent/TTF tollbooth - energy volatility is volume. The volumes say yes, at records: total open interest hit an all-time 13… | SICE · 2026-08-01 SUPPORTED edition hash 11a8fa4cad4120f7ad61f7af… ICE SUPPORTED The Brent/TTF tollbooth - energy volatility is volume. Another week of violent energy round-trips is another week of clearing … | →ICE · 2026-08-08 CARRY edition hash cjson-v1:29b5145ba5f2f06… CARRY — the ICE thesis stood through the 2026-08-08 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →ICE · 2026-08-15 CARRY edition hash 74627a4ca261cc14a73ccad5… CARRY — the ICE thesis stood through the 2026-08-15 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →ICE · 2026-08-22 CARRY edition hash 557bf5ef55f5d1fb8c7a88bf… CARRY — the ICE thesis stood through the 2026-08-22 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →ICE · 2026-08-29 CARRY edition hash 15bd0390467e559c74c076f3… CARRY — the ICE thesis stood through the 2026-08-29 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →ICE · 2026-09-05 CARRY edition hash 3ad7e3fa56cf10ecb514d9f1… CARRY — the ICE thesis stood through the 2026-09-05 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →ICE · 2026-09-12 CARRY edition hash 6271a4889f18e60066663572… CARRY — the ICE thesis stood through the 2026-09-12 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →ICE · 2026-09-19 CARRY edition hash 4f554e02dd2769ad9cd297aa… CARRY — the ICE thesis stood through the 2026-09-19 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →ICE · 2026-10-03 CARRY edition hash 6cbb3f12f574ec962d2274d6… ICE CARRY Thesis stands — no dated test this edition.… |
| MP | MP · 2026-06-06 this name carried no assessment in this edition — an empty column cell, not a judgment. | MP · 2026-06-13 this name carried no assessment in this edition — an empty column cell, not a judgment. | MP · 2026-06-20 this name carried no assessment in this edition — an empty column cell, not a judgment. | MP · 2026-06-27 this name carried no assessment in this edition — an empty column cell, not a judgment. | MP · 2026-07-04 this name carried no assessment in this edition — an empty column cell, not a judgment. | MP · 2026-07-11 this name carried no assessment in this edition — an empty column cell, not a judgment. | MP · 2026-07-18 this name carried no assessment in this edition — an empty column cell, not a judgment. | MP · 2026-07-25 this name carried no assessment in this edition — an empty column cell, not a judgment. | NMP · 2026-08-01 NEW · LONG edition hash 11a8fa4cad4120f7ad61f7af… MP NEW · LONG The magnets thesis. The desk ran the room's 70-vs-90 rare-earth dispute to ground: China holds ~69% of mining (USGS 202… | →MP · 2026-08-08 CARRY edition hash cjson-v1:29b5145ba5f2f06… CARRY — the MP thesis stood through the 2026-08-08 edition with no dated test; recorded under the standing-thesis rule in arrears.… | MP · 2026-08-15 this name carried no assessment in this edition — an empty column cell, not a judgment. | →MP · 2026-08-22 CARRY edition hash 557bf5ef55f5d1fb8c7a88bf… CARRY — the MP thesis stood through the 2026-08-22 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →MP · 2026-08-29 CARRY edition hash 15bd0390467e559c74c076f3… CARRY — the MP thesis stood through the 2026-08-29 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →MP · 2026-09-05 CARRY edition hash 3ad7e3fa56cf10ecb514d9f1… CARRY — the MP thesis stood through the 2026-09-05 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →MP · 2026-09-12 CARRY edition hash 6271a4889f18e60066663572… CARRY — the MP thesis stood through the 2026-09-12 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →MP · 2026-09-19 CARRY edition hash 4f554e02dd2769ad9cd297aa… CARRY — the MP thesis stood through the 2026-09-19 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →MP · 2026-10-03 CARRY edition hash 6cbb3f12f574ec962d2274d6… MP CARRY Thesis stands — no dated test this edition.… |
| MU | MU · 2026-06-06 this name carried no assessment in this edition — an empty column cell, not a judgment. | MU · 2026-06-13 this name carried no assessment in this edition — an empty column cell, not a judgment. | MU · 2026-06-20 this name carried no assessment in this edition — an empty column cell, not a judgment. | MU · 2026-06-27 this name carried no assessment in this edition — an empty column cell, not a judgment. | MU · 2026-07-04 this name carried no assessment in this edition — an empty column cell, not a judgment. | MU · 2026-07-11 this name carried no assessment in this edition — an empty column cell, not a judgment. | MU · 2026-07-18 this name carried no assessment in this edition — an empty column cell, not a judgment. | SMU · 2026-07-25 SUPPORTED edition hash 5ac949a40d51396556dd73a5… MU SUPPORTED Commodity memory cycle + capex drag + energy costs. Memory sold hard, the sell-side turning. Scored test late Sep.… | SMU · 2026-08-01 SUPPORTED edition hash 11a8fa4cad4120f7ad61f7af… MU SUPPORTED Commodity memory cycle + capex drag + energy costs. Scored test remains the late-Sep print.… | ØMU · 2026-08-08 NO TEST edition hash cjson-v1:29b5145ba5f2f06… NO TEST — MU carried no assessment in the 2026-08-08 edition; recorded by the weekly edition cycle in arrears.… | MU · 2026-08-15 this name carried no assessment in this edition — an empty column cell, not a judgment. | ØMU · 2026-08-22 NO TEST edition hash 557bf5ef55f5d1fb8c7a88bf… NO TEST — MU carried no assessment in the 2026-08-22 edition; recorded by the weekly edition cycle in arrears.… | ØMU · 2026-08-29 NO TEST edition hash 15bd0390467e559c74c076f3… NO TEST — MU carried no assessment in the 2026-08-29 edition; recorded by the weekly edition cycle in arrears.… | ØMU · 2026-09-05 NO TEST edition hash 3ad7e3fa56cf10ecb514d9f1… NO TEST — MU carried no assessment in the 2026-09-05 edition; recorded by the weekly edition cycle in arrears.… | MU · 2026-09-12 this name carried no assessment in this edition — an empty column cell, not a judgment. | MU · 2026-09-19 this name carried no assessment in this edition — an empty column cell, not a judgment. | →MU · 2026-10-03 CARRY edition hash 6cbb3f12f574ec962d2274d6… MU CARRY Thesis stands — no dated test this edition.… |
| NBIS | NBIS · 2026-06-06 no assessment in this edition, and no public (post-lock) thesis on file for this name — no call is in force; its tape runs raw in the D view. | NBIS · 2026-06-13 no assessment in this edition, and no public (post-lock) thesis on file for this name — no call is in force; its tape runs raw in the D view. | NBIS · 2026-06-20 no assessment in this edition, and no public (post-lock) thesis on file for this name — no call is in force; its tape runs raw in the D view. | NBIS · 2026-06-27 no assessment in this edition, and no public (post-lock) thesis on file for this name — no call is in force; its tape runs raw in the D view. | NBIS · 2026-07-04 no assessment in this edition, and no public (post-lock) thesis on file for this name — no call is in force; its tape runs raw in the D view. | NBIS · 2026-07-11 no assessment in this edition, and no public (post-lock) thesis on file for this name — no call is in force; its tape runs raw in the D view. | NBIS · 2026-07-18 no assessment in this edition, and no public (post-lock) thesis on file for this name — no call is in force; its tape runs raw in the D view. | CNBIS · 2026-07-25 CHALLENGED edition hash 5ac949a40d51396556dd73a5… NBIS CHALLENGED Low-cost neocloud, efficiency side. The AI complex shed $800B in a session; the not-adding, wait-for-the-low-120s stance is … | CNBIS · 2026-08-01 CHALLENGED edition hash 11a8fa4cad4120f7ad61f7af… NBIS CHALLENGED Low-cost neocloud, efficiency side. The complex that shed $800B two weeks ago just repriced violently the other way on MSFT'… | NBIS · 2026-08-08 no assessment in this edition, and no public (post-lock) thesis on file for this name — no call is in force; its tape runs raw in the D view. | NBIS · 2026-08-15 no assessment in this edition, and no public (post-lock) thesis on file for this name — no call is in force; its tape runs raw in the D view. | NBIS · 2026-08-22 no assessment in this edition, and no public (post-lock) thesis on file for this name — no call is in force; its tape runs raw in the D view. | NBIS · 2026-08-29 no assessment in this edition, and no public (post-lock) thesis on file for this name — no call is in force; its tape runs raw in the D view. | NBIS · 2026-09-05 no assessment in this edition, and no public (post-lock) thesis on file for this name — no call is in force; its tape runs raw in the D view. | NBIS · 2026-09-12 no assessment in this edition, and no public (post-lock) thesis on file for this name — no call is in force; its tape runs raw in the D view. | NBIS · 2026-09-19 no assessment in this edition, and no public (post-lock) thesis on file for this name — no call is in force; its tape runs raw in the D view. | NBIS · 2026-10-03 no assessment in this edition, and no public (post-lock) thesis on file for this name — no call is in force; its tape runs raw in the D view. |
| NVDA | NVDA · 2026-06-06 this name carried no assessment in this edition — an empty column cell, not a judgment. | NVDA · 2026-06-13 this name carried no assessment in this edition — an empty column cell, not a judgment. | NVDA · 2026-06-20 this name carried no assessment in this edition — an empty column cell, not a judgment. | NVDA · 2026-06-27 this name carried no assessment in this edition — an empty column cell, not a judgment. | NVDA · 2026-07-04 this name carried no assessment in this edition — an empty column cell, not a judgment. | NVDA · 2026-07-11 this name carried no assessment in this edition — an empty column cell, not a judgment. | NVDA · 2026-07-18 this name carried no assessment in this edition — an empty column cell, not a judgment. | SNVDA · 2026-07-25 SUPPORTED edition hash 5ac949a40d51396556dd73a5… NVDA SUPPORTED Legacy shares; trim mega-cap into strength. The $800B session is the argument for the discipline.… | SNVDA · 2026-08-01 SUPPORTED edition hash 11a8fa4cad4120f7ad61f7af… NVDA SUPPORTED Legacy shares; trim mega-cap into strength. A +15% MSFT day and a record-value session is precisely the strength the rule was… | ØNVDA · 2026-08-08 NO TEST edition hash cjson-v1:29b5145ba5f2f06… NO TEST — NVDA carried no assessment in the 2026-08-08 edition; recorded by the weekly edition cycle in arrears.… | NVDA · 2026-08-15 this name carried no assessment in this edition — an empty column cell, not a judgment. | ØNVDA · 2026-08-22 NO TEST edition hash 557bf5ef55f5d1fb8c7a88bf… NO TEST — NVDA carried no assessment in the 2026-08-22 edition; recorded by the weekly edition cycle in arrears.… | ØNVDA · 2026-08-29 NO TEST edition hash 15bd0390467e559c74c076f3… NO TEST — NVDA carried no assessment in the 2026-08-29 edition; recorded by the weekly edition cycle in arrears.… | ØNVDA · 2026-09-05 NO TEST edition hash 3ad7e3fa56cf10ecb514d9f1… NO TEST — NVDA carried no assessment in the 2026-09-05 edition; recorded by the weekly edition cycle in arrears.… | NVDA · 2026-09-12 this name carried no assessment in this edition — an empty column cell, not a judgment. | NVDA · 2026-09-19 this name carried no assessment in this edition — an empty column cell, not a judgment. | →NVDA · 2026-10-03 CARRY edition hash 6cbb3f12f574ec962d2274d6… NVDA CARRY Thesis stands — no dated test this edition.… |
| NXT | NXT · 2026-06-06 this name carried no assessment in this edition — an empty column cell, not a judgment. | NXT · 2026-06-13 this name carried no assessment in this edition — an empty column cell, not a judgment. | NXT · 2026-06-20 this name carried no assessment in this edition — an empty column cell, not a judgment. | NXT · 2026-06-27 this name carried no assessment in this edition — an empty column cell, not a judgment. | NXT · 2026-07-04 this name carried no assessment in this edition — an empty column cell, not a judgment. | NXT · 2026-07-11 this name carried no assessment in this edition — an empty column cell, not a judgment. | NXT · 2026-07-18 this name carried no assessment in this edition — an empty column cell, not a judgment. | NXT · 2026-07-25 this name carried no assessment in this edition — an empty column cell, not a judgment. | NNXT · 2026-08-01 NEW edition hash 11a8fa4cad4120f7ad61f7af… NXT NEW Charlotte's pick - utility-scale solar tracking. The moat claim is the tracker layer, not the panel commodity. Enters the watchlist … | ØNXT · 2026-08-08 NO TEST edition hash cjson-v1:29b5145ba5f2f06… NO TEST — NXT carried no assessment in the 2026-08-08 edition; recorded by the weekly edition cycle in arrears.… | NXT · 2026-08-15 this name carried no assessment in this edition — an empty column cell, not a judgment. | ØNXT · 2026-08-22 NO TEST edition hash 557bf5ef55f5d1fb8c7a88bf… NO TEST — NXT carried no assessment in the 2026-08-22 edition; recorded by the weekly edition cycle in arrears.… | ØNXT · 2026-08-29 NO TEST edition hash 15bd0390467e559c74c076f3… NO TEST — NXT carried no assessment in the 2026-08-29 edition; recorded by the weekly edition cycle in arrears.… | ØNXT · 2026-09-05 NO TEST edition hash 3ad7e3fa56cf10ecb514d9f1… NO TEST — NXT carried no assessment in the 2026-09-05 edition; recorded by the weekly edition cycle in arrears.… | NXT · 2026-09-12 this name carried no assessment in this edition — an empty column cell, not a judgment. | NXT · 2026-09-19 this name carried no assessment in this edition — an empty column cell, not a judgment. | →NXT · 2026-10-03 CARRY edition hash 6cbb3f12f574ec962d2274d6… NXT CARRY Thesis stands — no dated test this edition.… |
| ODFL | ODFL · 2026-06-06 this name carried no assessment in this edition — an empty column cell, not a judgment. | ODFL · 2026-06-13 this name carried no assessment in this edition — an empty column cell, not a judgment. | ODFL · 2026-06-20 this name carried no assessment in this edition — an empty column cell, not a judgment. | ODFL · 2026-06-27 this name carried no assessment in this edition — an empty column cell, not a judgment. | ODFL · 2026-07-04 this name carried no assessment in this edition — an empty column cell, not a judgment. | ODFL · 2026-07-11 this name carried no assessment in this edition — an empty column cell, not a judgment. | ODFL · 2026-07-18 this name carried no assessment in this edition — an empty column cell, not a judgment. | ODFL · 2026-07-25 this name carried no assessment in this edition — an empty column cell, not a judgment. | ODFL · 2026-08-01 this name carried no assessment in this edition — an empty column cell, not a judgment. | ODFL · 2026-08-08 this name carried no assessment in this edition — an empty column cell, not a judgment. | ODFL · 2026-08-15 this name carried no assessment in this edition — an empty column cell, not a judgment. | ODFL · 2026-08-22 this name carried no assessment in this edition — an empty column cell, not a judgment. | ØODFL · 2026-08-29 NO TEST edition hash 15bd0390467e559c74c076f3… NO TEST — ODFL carried no assessment in the 2026-08-29 edition; recorded by the weekly edition cycle in arrears.… | →ODFL · 2026-09-05 CARRY edition hash 3ad7e3fa56cf10ecb514d9f1… CARRY — the ODFL thesis stood through the 2026-09-05 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →ODFL · 2026-09-12 CARRY edition hash 6271a4889f18e60066663572… CARRY — the ODFL thesis stood through the 2026-09-12 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →ODFL · 2026-09-19 CARRY edition hash 4f554e02dd2769ad9cd297aa… CARRY — the ODFL thesis stood through the 2026-09-19 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →ODFL · 2026-10-03 CARRY edition hash 6cbb3f12f574ec962d2274d6… ODFL CARRY Thesis stands — no dated test this edition.… |
| ORA | ORA · 2026-06-06 this name carried no assessment in this edition — an empty column cell, not a judgment. | ORA · 2026-06-13 this name carried no assessment in this edition — an empty column cell, not a judgment. | ORA · 2026-06-20 this name carried no assessment in this edition — an empty column cell, not a judgment. | ORA · 2026-06-27 this name carried no assessment in this edition — an empty column cell, not a judgment. | ORA · 2026-07-04 this name carried no assessment in this edition — an empty column cell, not a judgment. | ORA · 2026-07-11 this name carried no assessment in this edition — an empty column cell, not a judgment. | ORA · 2026-07-18 this name carried no assessment in this edition — an empty column cell, not a judgment. | ORA · 2026-07-25 this name carried no assessment in this edition — an empty column cell, not a judgment. | ORA · 2026-08-01 this name carried no assessment in this edition — an empty column cell, not a judgment. | ORA · 2026-08-08 this name carried no assessment in this edition — an empty column cell, not a judgment. | ORA · 2026-08-15 this name carried no assessment in this edition — an empty column cell, not a judgment. | ORA · 2026-08-22 this name carried no assessment in this edition — an empty column cell, not a judgment. | ØORA · 2026-08-29 NO TEST edition hash 15bd0390467e559c74c076f3… NO TEST — ORA carried no assessment in the 2026-08-29 edition; recorded by the weekly edition cycle in arrears.… | SORA · 2026-09-05 SUPPORTED edition hash 3ad7e3fa56cf10ecb514d9f1… ORA SUPPORTED Listed apex of 24/7 geothermal baseload for off-grid compute. The first public demand signal for the thesis landed inside this… | →ORA · 2026-09-12 CARRY edition hash 6271a4889f18e60066663572… CARRY — the ORA thesis stood through the 2026-09-12 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →ORA · 2026-09-19 CARRY edition hash 4f554e02dd2769ad9cd297aa… CARRY — the ORA thesis stood through the 2026-09-19 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →ORA · 2026-10-03 CARRY edition hash 6cbb3f12f574ec962d2274d6… ORA CARRY Thesis stands — no dated test this edition.… |
| RCL | RCL · 2026-06-06 this name carried no assessment in this edition — an empty column cell, not a judgment. | RCL · 2026-06-13 this name carried no assessment in this edition — an empty column cell, not a judgment. | RCL · 2026-06-20 this name carried no assessment in this edition — an empty column cell, not a judgment. | RCL · 2026-06-27 this name carried no assessment in this edition — an empty column cell, not a judgment. | RCL · 2026-07-04 this name carried no assessment in this edition — an empty column cell, not a judgment. | RCL · 2026-07-11 this name carried no assessment in this edition — an empty column cell, not a judgment. | RCL · 2026-07-18 this name carried no assessment in this edition — an empty column cell, not a judgment. | SRCL · 2026-07-25 SUPPORTED edition hash 5ac949a40d51396556dd73a5… RCL SUPPORTED Cruise economics vs record fuel + debt repricing (puts). Both legs hit: discretionary -5.1% Thursday, Brent touched $100.… | SRCL · 2026-08-01 SUPPORTED edition hash 11a8fa4cad4120f7ad61f7af… RCL SUPPORTED Cruise economics vs record fuel + debt repricing (puts). The debt-repricing leg strengthened all week: 30Y at 2007 highs is th… | ØRCL · 2026-08-08 NO TEST edition hash cjson-v1:29b5145ba5f2f06… NO TEST — RCL carried no assessment in the 2026-08-08 edition; recorded by the weekly edition cycle in arrears.… | RCL · 2026-08-15 this name carried no assessment in this edition — an empty column cell, not a judgment. | ØRCL · 2026-08-22 NO TEST edition hash 557bf5ef55f5d1fb8c7a88bf… NO TEST — RCL carried no assessment in the 2026-08-22 edition; recorded by the weekly edition cycle in arrears.… | ØRCL · 2026-08-29 NO TEST edition hash 15bd0390467e559c74c076f3… NO TEST — RCL carried no assessment in the 2026-08-29 edition; recorded by the weekly edition cycle in arrears.… | ØRCL · 2026-09-05 NO TEST edition hash 3ad7e3fa56cf10ecb514d9f1… NO TEST — RCL carried no assessment in the 2026-09-05 edition; recorded by the weekly edition cycle in arrears.… | RCL · 2026-09-12 this name carried no assessment in this edition — an empty column cell, not a judgment. | RCL · 2026-09-19 this name carried no assessment in this edition — an empty column cell, not a judgment. | →RCL · 2026-10-03 CARRY edition hash 6cbb3f12f574ec962d2274d6… RCL CARRY Thesis stands — no dated test this edition.… |
| SNDK | SNDK · 2026-06-06 this name carried no assessment in this edition — an empty column cell, not a judgment. | SNDK · 2026-06-13 this name carried no assessment in this edition — an empty column cell, not a judgment. | SNDK · 2026-06-20 this name carried no assessment in this edition — an empty column cell, not a judgment. | SNDK · 2026-06-27 this name carried no assessment in this edition — an empty column cell, not a judgment. | SNDK · 2026-07-04 this name carried no assessment in this edition — an empty column cell, not a judgment. | SNDK · 2026-07-11 this name carried no assessment in this edition — an empty column cell, not a judgment. | SNDK · 2026-07-18 this name carried no assessment in this edition — an empty column cell, not a judgment. | SSNDK · 2026-07-25 SUPPORTED edition hash 5ac949a40d51396556dd73a5… SNDK SUPPORTED Same thesis as MU, minus the secular story. Strongest grade of the week: -11% Friday.… | SSNDK · 2026-08-01 SUPPORTED edition hash 11a8fa4cad4120f7ad61f7af… SNDK SUPPORTED Same thesis as MU, minus the secular story. Carries.… | ØSNDK · 2026-08-08 NO TEST edition hash cjson-v1:29b5145ba5f2f06… NO TEST — SNDK carried no assessment in the 2026-08-08 edition; recorded by the weekly edition cycle in arrears.… | SNDK · 2026-08-15 this name carried no assessment in this edition — an empty column cell, not a judgment. | ØSNDK · 2026-08-22 NO TEST edition hash 557bf5ef55f5d1fb8c7a88bf… NO TEST — SNDK carried no assessment in the 2026-08-22 edition; recorded by the weekly edition cycle in arrears.… | ØSNDK · 2026-08-29 NO TEST edition hash 15bd0390467e559c74c076f3… NO TEST — SNDK carried no assessment in the 2026-08-29 edition; recorded by the weekly edition cycle in arrears.… | ØSNDK · 2026-09-05 NO TEST edition hash 3ad7e3fa56cf10ecb514d9f1… NO TEST — SNDK carried no assessment in the 2026-09-05 edition; recorded by the weekly edition cycle in arrears.… | SNDK · 2026-09-12 this name carried no assessment in this edition — an empty column cell, not a judgment. | SNDK · 2026-09-19 this name carried no assessment in this edition — an empty column cell, not a judgment. | →SNDK · 2026-10-03 CARRY edition hash 6cbb3f12f574ec962d2274d6… SNDK CARRY Thesis stands — no dated test this edition.… |
| STLA | STLA · 2026-06-06 this name carried no assessment in this edition — an empty column cell, not a judgment. | STLA · 2026-06-13 this name carried no assessment in this edition — an empty column cell, not a judgment. | STLA · 2026-06-20 this name carried no assessment in this edition — an empty column cell, not a judgment. | STLA · 2026-06-27 this name carried no assessment in this edition — an empty column cell, not a judgment. | STLA · 2026-07-04 this name carried no assessment in this edition — an empty column cell, not a judgment. | STLA · 2026-07-11 this name carried no assessment in this edition — an empty column cell, not a judgment. | STLA · 2026-07-18 this name carried no assessment in this edition — an empty column cell, not a judgment. | SSTLA · 2026-07-25 SUPPORTED edition hash 5ac949a40d51396556dd73a5… STLA SUPPORTED Legacy auto: energy costs + EV transition + consumer credit (puts). Discretionary down ~6% on the week; no company print.… | SSTLA · 2026-08-01 SUPPORTED edition hash 11a8fa4cad4120f7ad61f7af… STLA SUPPORTED Legacy auto: energy costs + EV transition + consumer credit (puts). No print; the credit leg is the one to watch into payroll… | ØSTLA · 2026-08-08 NO TEST edition hash cjson-v1:29b5145ba5f2f06… NO TEST — STLA carried no assessment in the 2026-08-08 edition; recorded by the weekly edition cycle in arrears.… | STLA · 2026-08-15 this name carried no assessment in this edition — an empty column cell, not a judgment. | ØSTLA · 2026-08-22 NO TEST edition hash 557bf5ef55f5d1fb8c7a88bf… NO TEST — STLA carried no assessment in the 2026-08-22 edition; recorded by the weekly edition cycle in arrears.… | ØSTLA · 2026-08-29 NO TEST edition hash 15bd0390467e559c74c076f3… NO TEST — STLA carried no assessment in the 2026-08-29 edition; recorded by the weekly edition cycle in arrears.… | ØSTLA · 2026-09-05 NO TEST edition hash 3ad7e3fa56cf10ecb514d9f1… NO TEST — STLA carried no assessment in the 2026-09-05 edition; recorded by the weekly edition cycle in arrears.… | STLA · 2026-09-12 this name carried no assessment in this edition — an empty column cell, not a judgment. | STLA · 2026-09-19 this name carried no assessment in this edition — an empty column cell, not a judgment. | →STLA · 2026-10-03 CARRY edition hash 6cbb3f12f574ec962d2274d6… STLA CARRY Thesis stands — no dated test this edition.… |
| TLT | TLT · 2026-06-06 this name carried no assessment in this edition — an empty column cell, not a judgment. | TLT · 2026-06-13 this name carried no assessment in this edition — an empty column cell, not a judgment. | TLT · 2026-06-20 this name carried no assessment in this edition — an empty column cell, not a judgment. | TLT · 2026-06-27 this name carried no assessment in this edition — an empty column cell, not a judgment. | TLT · 2026-07-04 this name carried no assessment in this edition — an empty column cell, not a judgment. | TLT · 2026-07-11 this name carried no assessment in this edition — an empty column cell, not a judgment. | TLT · 2026-07-18 this name carried no assessment in this edition — an empty column cell, not a judgment. | TLT · 2026-07-25 this name carried no assessment in this edition — an empty column cell, not a judgment. | TLT · 2026-08-01 this name carried no assessment in this edition — an empty column cell, not a judgment. | TLT · 2026-08-08 this name carried no assessment in this edition — an empty column cell, not a judgment. | TLT · 2026-08-15 this name carried no assessment in this edition — an empty column cell, not a judgment. | TLT · 2026-08-22 this name carried no assessment in this edition — an empty column cell, not a judgment. | TLT · 2026-08-29 this name carried no assessment in this edition — an empty column cell, not a judgment. | TLT · 2026-09-05 this name carried no assessment in this edition — an empty column cell, not a judgment. | TLT · 2026-09-12 this name carried no assessment in this edition — an empty column cell, not a judgment. | →TLT · 2026-09-19 CARRY edition hash 4f554e02dd2769ad9cd297aa… CARRY — the TLT thesis stood through the 2026-09-19 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →TLT · 2026-10-03 CARRY edition hash 6cbb3f12f574ec962d2274d6… TLT CARRY Thesis stands — no dated test this edition.… |
| TSM | TSM · 2026-06-06 this name carried no assessment in this edition — an empty column cell, not a judgment. | TSM · 2026-06-13 this name carried no assessment in this edition — an empty column cell, not a judgment. | TSM · 2026-06-20 this name carried no assessment in this edition — an empty column cell, not a judgment. | TSM · 2026-06-27 this name carried no assessment in this edition — an empty column cell, not a judgment. | TSM · 2026-07-04 this name carried no assessment in this edition — an empty column cell, not a judgment. | TSM · 2026-07-11 this name carried no assessment in this edition — an empty column cell, not a judgment. | TSM · 2026-07-18 this name carried no assessment in this edition — an empty column cell, not a judgment. | TSM · 2026-07-25 this name carried no assessment in this edition — an empty column cell, not a judgment. | TSM · 2026-08-01 this name carried no assessment in this edition — an empty column cell, not a judgment. | TSM · 2026-08-08 this name carried no assessment in this edition — an empty column cell, not a judgment. | TSM · 2026-08-15 this name carried no assessment in this edition — an empty column cell, not a judgment. | TSM · 2026-08-22 this name carried no assessment in this edition — an empty column cell, not a judgment. | TSM · 2026-08-29 this name carried no assessment in this edition — an empty column cell, not a judgment. | TSM · 2026-09-05 this name carried no assessment in this edition — an empty column cell, not a judgment. | TSM · 2026-09-12 this name carried no assessment in this edition — an empty column cell, not a judgment. | TSM · 2026-09-19 this name carried no assessment in this edition — an empty column cell, not a judgment. | →TSM · 2026-10-03 CARRY edition hash 6cbb3f12f574ec962d2274d6… TSM CARRY Thesis stands — no dated test this edition.… |
| VST | VST · 2026-06-06 this name carried no assessment in this edition — an empty column cell, not a judgment. | VST · 2026-06-13 this name carried no assessment in this edition — an empty column cell, not a judgment. | VST · 2026-06-20 this name carried no assessment in this edition — an empty column cell, not a judgment. | VST · 2026-06-27 this name carried no assessment in this edition — an empty column cell, not a judgment. | VST · 2026-07-04 this name carried no assessment in this edition — an empty column cell, not a judgment. | VST · 2026-07-11 this name carried no assessment in this edition — an empty column cell, not a judgment. | VST · 2026-07-18 this name carried no assessment in this edition — an empty column cell, not a judgment. | SVST · 2026-07-25 SUPPORTED edition hash 5ac949a40d51396556dd73a5… VST SUPPORTED IPP directly under datacenter load. The rotation landed here: industrials +1.8% on the crack day, utilities +2.5% on the week.… | SVST · 2026-08-01 SUPPORTED edition hash 11a8fa4cad4120f7ad61f7af… VST SUPPORTED IPP directly under datacenter load. No company print; the thesis carries into an August tape where the long end is the crosswi… | →VST · 2026-08-08 CARRY edition hash cjson-v1:29b5145ba5f2f06… CARRY — the VST thesis stood through the 2026-08-08 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →VST · 2026-08-15 CARRY edition hash 74627a4ca261cc14a73ccad5… CARRY — the VST thesis stood through the 2026-08-15 edition with no dated test; recorded under the standing-thesis rule in arrears.… | SVST · 2026-08-22 SUPPORTED edition hash 557bf5ef55f5d1fb8c7a88bf… VST · CEG SUPPORTED Firm power under data-center load. The opposition number is a scarcity print: every site that does not get built makes t… | SVST · 2026-08-29 SUPPORTED edition hash 15bd0390467e559c74c076f3… VST · CEG SUPPORTED Firm power under data-center load. Vera Rubin racks in full production are megawatts spoken for — and Monday a hyperscal… | →VST · 2026-09-05 CARRY edition hash 3ad7e3fa56cf10ecb514d9f1… CARRY — the VST thesis stood through the 2026-09-05 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →VST · 2026-09-12 CARRY edition hash 6271a4889f18e60066663572… CARRY — the VST thesis stood through the 2026-09-12 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →VST · 2026-09-19 CARRY edition hash 4f554e02dd2769ad9cd297aa… CARRY — the VST thesis stood through the 2026-09-19 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →VST · 2026-10-03 CARRY edition hash 6cbb3f12f574ec962d2274d6… VST CARRY Thesis stands — no dated test this edition.… |
| XOM | XOM · 2026-06-06 this name carried no assessment in this edition — an empty column cell, not a judgment. | XOM · 2026-06-13 this name carried no assessment in this edition — an empty column cell, not a judgment. | XOM · 2026-06-20 this name carried no assessment in this edition — an empty column cell, not a judgment. | XOM · 2026-06-27 this name carried no assessment in this edition — an empty column cell, not a judgment. | XOM · 2026-07-04 this name carried no assessment in this edition — an empty column cell, not a judgment. | XOM · 2026-07-11 this name carried no assessment in this edition — an empty column cell, not a judgment. | XOM · 2026-07-18 this name carried no assessment in this edition — an empty column cell, not a judgment. | XOM · 2026-07-25 this name carried no assessment in this edition — an empty column cell, not a judgment. | XOM · 2026-08-01 this name carried no assessment in this edition — an empty column cell, not a judgment. | XOM · 2026-08-08 this name carried no assessment in this edition — an empty column cell, not a judgment. | XOM · 2026-08-15 this name carried no assessment in this edition — an empty column cell, not a judgment. | XOM · 2026-08-22 this name carried no assessment in this edition — an empty column cell, not a judgment. | XOM · 2026-08-29 this name carried no assessment in this edition — an empty column cell, not a judgment. | XOM · 2026-09-05 this name carried no assessment in this edition — an empty column cell, not a judgment. | XOM · 2026-09-12 this name carried no assessment in this edition — an empty column cell, not a judgment. | →XOM · 2026-09-19 CARRY edition hash 4f554e02dd2769ad9cd297aa… CARRY — the XOM thesis stood through the 2026-09-19 edition with no dated test; recorded under the standing-thesis rule in arrears.… | →XOM · 2026-10-03 CARRY edition hash 6cbb3f12f574ec962d2274d6… XOM CARRY Thesis stands — no dated test this edition.… |