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The weekly calendar

Company calendars and thesis commitments, on one dated record.

2028-01-17 — 2028-01-2314 events

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14

DELLdeadline verdict: ISG server gross-margin sequence across quarterly prints

Binding thesis test

Criterion · Reads FALSIFIED on the second of any two consecutive quarterly prints in which reported ISG (server) gross margin percentage is above the immediately prior quarter's. Reads POSITIVE at the deadline when no such consecutive pair printed.

Postponements · 0/2 · pending

Source
Dell Technologies quarterly earnings releases and 10-Q/10-K segment tables (Infrastructure Solutions Group gross margin, issuer-reported)

DELL →

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RCLdeadline verdict: quarterly net-yield and full-year-guidance pair scan through the window, with the consumer-fuse cutoff 2027-06-30 as the mid-window checkpoint

Binding thesis test

Criterion · Reads FALSIFIED on the second of two consecutive quarterly prints reporting net yields above the same quarter a year earlier with full-year adjusted EPS guidance held or raised versus the prior print, or on 2027-07-01 if the two-dataset consumer trigger (Fitch YoY change ≥ +100bp two consecutive months AND NY Fed flow > 3.25%) has not fired by 2027-06-30. Reads POSITIVE at the 2028-01-21 deadline otherwise. Sector tape and Brent are context, never verdict inputs.

Postponements · 0/2 · pending

Source
Royal Caribbean quarterly earnings releases (net yields; full-year adjusted EPS guidance; first-release vintage) + Fitch U.S. subprime auto ABS 60+ delinquency monthly first prints + NY Fed Household Debt and Credit auto-loan serious-delinquency flow quarterly first prints

RCL →

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FDXFDX final paired-metric verdict review

Binding thesis test

Criterion · Evaluate FALSIFIER=HOLD_PAIR OR CONSUMER_NOT_FIRED_AT_CUTOFF; POSITIVE=DECLINE_PAIR AND CONSUMER_FIRED_BY_CUTOFF with three-valued Kleene leaves. List supporting and opposing observations and UNKNOWN gaps. FALSIFIED wins ties. An asserting verdict requires the actual named-human signature through the existing authorized path. Do not import consumer evidence released after cutoff. Complete definitions SHA256 af2398bcd5e5a7a5825e1a5ac9a489bee9d67352e3922b1a56c713e801d0b361 are sealed in the lock_requested transparency payload. Postponement: named issuer print missing at date +2 business days; log and roll to verified next print, maximum two then resolve-or-void; never extend either evidence cutoff. Registered machine cadence/grace and source mappings remain pending where unavailable; no invented grace or automatic adverse result.

Postponements · 0/2 · pending

Source
Sealed eligible issuer quarter evidence and the already frozen June 30, 2027 consumer snapshot, using the approved complete parameter contract.

FDX →

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CSXdeadline verdict: operating-ratio y/y sequence at quarterly prints against the distillate level

Binding thesis test

Criterion · Reads FALSIFIED on the second of two consecutive quarterly prints in which reported operating ratio is lower (better) than the same quarter a year earlier while the quarter's average NY Harbor ULSD front-month settle exceeded $150/bbl. Reads POSITIVE at the deadline when no such consecutive pair printed under that distillate condition.

Postponements · 0/2 · pending

Source
CSX quarterly earnings releases (operating ratio, issuer-reported) + NY Harbor ULSD front-month settlement (CME/NYMEX), converted ¢/gal × 0.42 = $/bbl, quarterly average

CSX →

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STLAdeadline verdict: margin-and-shipments pair scan across periodic results reports, with the consumer-fuse cutoff 2027-06-30 as the mid-window checkpoint

Binding thesis test

Criterion · Reads FALSIFIED on the second of two consecutive results reports in which reported adjusted operating income margin is flat or higher than the same period a year earlier AND consolidated shipments are above the same period a year earlier, or on 2027-07-01 if the two-dataset consumer trigger has not fired by 2027-06-30. Reads POSITIVE at the 2028-01-21 deadline otherwise. Sector tape, payrolls and Chinese EV share are context, never verdict inputs.

Postponements · 0/2 · pending

Source
Stellantis periodic results releases (adjusted operating income margin; consolidated shipments; issuer-published, first-release vintage) + Fitch U.S. subprime auto ABS 60+ delinquency monthly first prints + NY Fed Household Debt and Credit auto-loan serious-delinquency flow quarterly first prints

STLA →

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ODFLdeadline verdict: y/y LTL tonnage sequence against operating ratio at quarterly prints

Binding thesis test

Criterion · Reads FALSIFIED on the second of two consecutive quarters in which reported LTL tons per day rose year over year AND that quarter's operating ratio was flat or lower (better) than the same quarter a year earlier. Reads POSITIVE at the deadline when no such consecutive pair printed.

Postponements · 0/2 · pending

Source
Old Dominion quarterly earnings releases and monthly operating-metric updates (LTL tons per day y/y, operating ratio, issuer-reported)

ODFL →

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RCLVerdict deadline

Recorded deadline

Source
Public theses

RCL →

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CSXVerdict deadline

Recorded deadline

Source
Public theses

CSX →

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FDXVerdict deadline

Recorded deadline

Source
Public theses

FDX →

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DHIVerdict deadline

Recorded deadline

Source
Public theses

DHI →

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ODFLVerdict deadline

Recorded deadline

Source
Public theses

ODFL →

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STLAVerdict deadline

Recorded deadline

Source
Public theses

STLA →

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DELLVerdict deadline

Recorded deadline

Source
Public theses

DELL →

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TSMVerdict deadline

Recorded deadline

Source
Public theses

TSM →

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No recorded events

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

Calendar coverage

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Company registry

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Company calendar

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Public theses

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Binding tests

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Thesis catalysts

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Published editions

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Released calls

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Sector calendar unavailable

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Sector coverage requires a verified company classification and event source.

Unsealed thesis clock

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