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 →

#
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

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 →

#

8

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 →

#

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 →

#
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 →

#
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 →

#

7

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 →

#

1

1

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.