DISCIPLES OF CLAUDE
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Calendar

The weekly calendar

Company calendars and thesis commitments, on one dated record.

2027-12-27 — 2028-01-029 events

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9

BWXTdeadline verdict: US heavy reactor-vessel forge qualification + Pele-class program status

Binding thesis test

Criterion · 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.

Postponements · 0/2 · pending

Source
DoD Strategic Capabilities Office / DOE Project Pele program record + Naval Reactors / NRC vessel-forge qualification announcements (issuer and agency releases)

BWXT →

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MPdeadline verdict: export-flow / offtake-subsidy / output-guidance check

Binding thesis test

Criterion · China durably normalizes Nd/NdFeB export flows (no new restriction through 2027-06-30) AND Texas magnet facility government offtake/subsidy support is cut or materially delayed, or Mountain Pass output guidance is cut

Postponements · 0/2 · pending

Source
China export-policy record + MP Materials guidance/issuer disclosures

MP →

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NVDAdeadline verdict: quarterly revenue-outlook and data-center-revenue scan through the window; first checkpoint the first quarterly print after filing

Binding thesis test

Criterion · Reads FALSIFIED on the first quarterly print at which the next-quarter revenue outlook midpoint is below the total revenue just reported, or at which reported data center revenue is below the immediately prior quarter's. Reads POSITIVE at the 2027-12-31 deadline when neither prints. The mega-cap trim rule is expression, never a verdict input; the share price is never a verdict input.

Postponements · 0/2 · pending

Source
Nvidia quarterly earnings releases and CFO commentary (next-quarter revenue outlook midpoint; data center segment revenue; issuer-published, first-release vintage)

NVDA →

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MPdeadline verdict: export-flow / offtake-subsidy / output-guidance check

Binding thesis test

Criterion · China durably normalizes Nd/NdFeB export flows (no new restriction through 2027-06-30) AND Texas magnet facility government offtake/subsidy support is cut or materially delayed, or Mountain Pass output guidance is cut

Postponements · 0/2 · pending

Source
China export-policy record + MP Materials guidance/issuer disclosures

MP →

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GOOGLdeadline verdict: quarterly capital-expenditure guidance scan through the window; first checkpoint the first quarterly print after filing

Binding thesis test

Criterion · Reads FALSIFIED on the first quarterly print at which the stated full-year capital expenditure guidance (range midpoint, or the single figure where one is given) is below the figure given at the immediately prior print. Reads POSITIVE at the 2027-12-31 deadline when no such reduction prints. A raised or held guide is a supporting reading, never a verdict; the share price is never a verdict input.

Postponements · 0/2 · pending

Source
Alphabet quarterly earnings releases and earnings-call guidance (full-year capital expenditure guidance; issuer-published, first-release vintage)

GOOGL →

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BWXTVerdict deadline

Recorded deadline

Source
Public theses

BWXT →

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NVDAVerdict deadline

Recorded deadline

Source
Public theses

NVDA →

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GOOGLVerdict deadline

Recorded deadline

Source
Public theses

GOOGL →

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MPVerdict deadline

Recorded deadline

Source
Public theses

MP →

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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 43

Calendar read ·

Company calendar

Read complete · Rows read 0

Calendar read ·

Public theses

Read complete · Rows read 36

Calendar read ·

Binding tests

Read complete · Rows read 5

Calendar read ·

Thesis catalysts

Read complete · Rows read 58

Calendar read ·

Published editions

Read complete · Rows read 0

Calendar read ·

Released calls

Read complete · Rows read 0

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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.