DISCIPLES OF CLAUDE
Watchlist · thesis ledger
Calendar

The weekly calendar

Company calendars and thesis commitments, on one dated record.

2026-08-03 — 2026-08-0941 events

8

NXTAnalyst action

Market context · does not grade a thesis

Buy to Buy (Citigroup)

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

NXT →

#
STLAAnalyst action

Market context · does not grade a thesis

Buy to Neutral (UBS)

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

STLA →

#
ETNAnalyst action

Market context · does not grade a thesis

Outperform to Outperform (RBC Capital)

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

ETN →

#
ETNAnalyst action

Market context · does not grade a thesis

In Line to Outperform (Evercore ISI Group)

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

ETN →

#
ETNAnalyst action

Market context · does not grade a thesis

Buy to Buy (Citigroup)

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

ETN →

#
ETNAnalyst action

Market context · does not grade a thesis

Outperform to Outperform (BMO Capital)

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

ETN →

#
SNDKInsider sell

Market context · does not grade a thesis

600 shares at $1162.16

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

Open the source ↗

SNDK →

#
EPDAnalyst action

Market context · does not grade a thesis

Hold to Hold (TD Cowen)

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

EPD →

#

6

CEGInsider filing

Market context · does not grade a thesis

CRANDALL ROGER W

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

Open the source ↗

CEG →

#
NXTAnalyst action

Market context · does not grade a thesis

Neutral to Neutral (Mizuho)

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

NXT →

#
CCJAnalyst action

Market context · does not grade a thesis

Equal Weight to Equal Weight (Barclays)

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

CCJ →

#
ETNInsider sell

Market context · does not grade a thesis

525 shares at $440.54

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

Open the source ↗

ETN →

#
CEGInsider filing

Market context · does not grade a thesis

462 shares at $267.25

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

Open the source ↗

CEG →

#
The roomCall lock9:00 AM EDT

Recorded deadline

Source
Released calls
#

8

NVDAInsider filing

Market context · does not grade a thesis

500,000 shares

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

Open the source ↗

NVDA →

#
SNDKFiling

Market context · does not grade a thesis

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

Open the source ↗

SNDK →

#
NXTInsider sell

Market context · does not grade a thesis

2,289 shares at $97.22

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

Open the source ↗

NXT →

#
ICEInsider sell

Market context · does not grade a thesis

7,300 shares at $148.88

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

Open the source ↗

ICE →

#
CEGFiling

Market context · does not grade a thesis

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

Open the source ↗

CEG →

#
NXTAnalyst action

Market context · does not grade a thesis

Buy to Buy (GLJ Research)

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

NXT →

#
GOOGLInsider filing

Market context · does not grade a thesis

1,738 shares

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

Open the source ↗

GOOGL →

#
The roomCall lock9:00 AM EDT

Recorded deadline

Source
Released calls
#

10

CEGFERC ruling (pre-named referee)

Binding thesis test

Criterion · PRE-REGISTERED (founder-approved 2026-08-04; supersedes copied-falsifier criterion). SOURCE: FERC Docket EL25-49 (Constellation Energy v. PJM, co-located load) and compliance/paper-hearing issuances stemming from the 2025-12-18 order; qualifying issuance on or about 2026-08-06. FOR (supports thesis): the ruling preserves generator-side co-location economics — no mandate of full network transmission charges on fully-isolated co-located load; behind-the-meter co-location at existing nuclear permitted on terms materially consistent with Constellation's advocacy. AGAINST: the ruling mandates full transmission/network cost allocation (or economically equivalent charges) on co-located load at existing generators, materially eroding the co-location scarcity premium. POSTPONEMENT: no qualifying issuance by 2026-08-06 +2 business days → increment postponement_count and roll arbiter_date to the docket's next scheduled issuance; no verdict-by-default. SEMANTICS: checkpoint grade FOR/AGAINST/POSTPONED per C48 product mapping — not terminal falsification. FALSIFIER NOTE: crack clause attested INTENTIONAL by founder 2026-08-04 (Thermodynamic-Wall kill-switch); 3-2-1 series pinned = (2×RBOB + 1×ULSD)/3 − WTI, NYMEX settlements; adapter procurement owed before machine evaluation.

Postponements · 0/2 · pending

Source
FERC

CEG →

#
CEGFERC ruling (pre-named referee)

Binding thesis test

Criterion · PRE-REGISTERED (founder-approved 2026-08-04; supersedes copied-falsifier criterion). SOURCE: FERC Docket EL25-49 (Constellation Energy v. PJM, co-located load) and compliance/paper-hearing issuances stemming from the 2025-12-18 order; qualifying issuance on or about 2026-08-06. FOR (supports thesis): the ruling preserves generator-side co-location economics — no mandate of full network transmission charges on fully-isolated co-located load; behind-the-meter co-location at existing nuclear permitted on terms materially consistent with Constellation's advocacy. AGAINST: the ruling mandates full transmission/network cost allocation (or economically equivalent charges) on co-located load at existing generators, materially eroding the co-location scarcity premium. POSTPONEMENT: no qualifying issuance by 2026-08-06 +2 business days → increment postponement_count and roll arbiter_date to the docket's next scheduled issuance; no verdict-by-default. SEMANTICS: checkpoint grade FOR/AGAINST/POSTPONED per C48 product mapping — not terminal falsification. FALSIFIER NOTE: crack clause attested INTENTIONAL by founder 2026-08-04 (Thermodynamic-Wall kill-switch); 3-2-1 series pinned = (2×RBOB + 1×ULSD)/3 − WTI, NYMEX settlements; adapter procurement owed before machine evaluation.

Postponements · 0/2 · pending

Source
FERC

CEG →

#
SNDKAnalyst action

Market context · does not grade a thesis

Sector Perform to Sector Perform (RBC Capital)

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

SNDK →

#
ETNInsider filing

Market context · does not grade a thesis

221 shares at $451.52

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

Open the source ↗

ETN →

#
SNDKAnalyst action

Market context · does not grade a thesis

Outperform to Outperform (Evercore ISI Group)

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

SNDK →

#
CEGFiling

Market context · does not grade a thesis

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

Open the source ↗

CEG →

#
ETNInsider filing

Market context · does not grade a thesis

658 shares at $151.76

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

Open the source ↗

ETN →

#
SNDKAnalyst action

Market context · does not grade a thesis

Buy to Buy (Citigroup)

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

SNDK →

#
SNDKAnalyst action

Market context · does not grade a thesis

Equal Weight to Equal Weight (Wells Fargo)

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

SNDK →

#
MPFiling

Market context · does not grade a thesis

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

Open the source ↗

MP →

#

7

RCLFiling

Market context · does not grade a thesis

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

Open the source ↗

RCL →

#
ETNDividend

Market context · does not grade a thesis

Source
FMP
Source received
2026-08-10T17:51:23.166+00:00

ETN →

#
MUAnalyst action

Market context · does not grade a thesis

Buy to Buy (Citigroup)

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

MU →

#
GOOGLInsider filing

Market context · does not grade a thesis

673,200 shares

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

Open the source ↗

GOOGL →

#
GOOGLInsider filing

Market context · does not grade a thesis

673,200 shares

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

Open the source ↗

GOOGL →

#
FDXInsider filing

Market context · does not grade a thesis

253,927 shares

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

Open the source ↗

FDX →

#
VSTFiling

Market context · does not grade a thesis

Source
FMP
Source received
2026-08-16T13:00:05.738+00:00

Open the source ↗

VST →

#

1

The roomWeekly report

The record

Source
Published editions
Source received
2026-08-10T22:38:17.485427+00:00
#

1

The roomCall lock10:00 PM EDT

Recorded deadline

Source
Released calls
#

Current stored history. Dates may reflect later revisions; this is not a sealed replay.

Calendar coverage

Coverage describes records held by the source, not every event a company may announce.

Company registry

Read complete · Rows read 30

Calendar read ·

Company calendar

Read complete · Rows read 35

Calendar read ·

Public theses

Read complete · Rows read 36

Calendar read ·

Binding tests

Read complete · Rows read 2

Calendar read ·

Thesis catalysts

Read complete · Rows read 58

Calendar read ·

Published editions

Read complete · Rows read 1

Calendar read ·

Released calls

Read complete · Rows read 3

Calendar read ·

Sector calendar unavailable

Unavailable · Rows read 0

Sector coverage requires a verified company classification and event source.

Unsealed thesis clock

Unavailable · Rows read 0

No duration has been approved for unsealed theses, so no clock is shown.