The Board
3 items need a decision · the rest can wait · secretary digested 14 artifacts overnight
Morning brief · ranked by "needs a decision," not recency
▲1
NVDA · STRIKECON 4 → tripwire window closes in 2 days
3/5 live · $163.10, 0.8% from your $162.40 activation · thesis intact · SIM: W-LOW +0.14R ✓
▲2
XOM · thesis WEAKENED overnight
Semi Insights flipped neutral + crude broke your $71 shelf · invalidation $69.40 is 1.1% away · auto-drafted update awaits confirm.
▲3
Ledger · 2 claims resolve today
AMD "holds $150 through earnings" (conf 60%) resolves at close · MSFT pullback claim expires → scored as no-call.
—
Catalysts · earnings: ORCL (held), STZ (watching) · CPI ✓ landed cool
4 lower-priority evidence appends filed to dossiers automatically. Nothing else needs you.
The brief leads with decisions, not news — the sub-header counts them. Secretary work is collapsed to one dim row: visible enough to trust, quiet enough to protect the 5-minute ritual. Doctrine check: brief/actions are blue (command — human decides); the only green on this panel is the machine's verdict chip.
Pipeline radar · 12 dossiers
| Dossier | Strikecon | Δ 24h | Tripwires | Thesis | Sim verdict | Next |
|---|---|---|---|---|---|---|
| NVDA $163.10 | +1 ▲ | 3/5 · 1 fading | INTACT · 70% | +0.14R ✓ | ACTIVATES ≤162.40 | |
| AMD $151.22 | 0 | 2/4 | INTACT · 60% | NOT ENOUGH EVIDENCE | claim resolves @ close | |
| XOM $70.18 | −2 ▼ | 1/4 | WEAKENED | UNTESTED | INVALID @ 69.40 | |
| MU $188.40 | +1 ▲ | 2/5 · new: dark pool | FORMING | +0.14R ✓ | watching 182 shelf | |
| ▸ 8 more at STRIKECON 1–2 · quiet · expand | ||||||
Every column is a different surface reporting in: STRIKECON (pipeline), Δ24h (what moved overnight), tripwires + decay (CRM), thesis (Ledger), verdict (machine — the ONLY green column), next event. Red appears once, as a delta warning — never P&L decoration. Quiet dossiers collapse: the board shows heat, not inventory.
The machine's room · overnight session
> OVERNIGHT: 2 CLAIMS QUEUED FOR RESOLUTION. 1 VERDICT ACCRUED FORWARD DATA.
> YOUR W-LOW EDGE REMAINS ON-VERDICT. 14 NEW OBSERVATIONS.▊
The Simulations/engine presence on Home is a small CRT strip in machine-green — the terminal treatment stays reserved for the machine speaking, exactly per the theme doctrine, and links down into the full Simulations room.
Operators net · your circle · process-public, edge-private
DK
Dave struck yesterday ON-PLAN
Plan committed 3d prior · honored a −1R stop this morning · ticker visible after close (his setting).
RT
Rita: 14-day on-plan streak RECEIPT
Calibration 71% on 80%-conf claims (N=41). Discipline profile public — setups are not.
JM
Jer: tilt watch, day 2 of rehab
3 improvised trades Friday · his self-written cool-down rule is active · circle sees the streak, supportively.
11
ON-PLAN STREAK
78%
CALIBRATION · N=52
−0.4R
HESITATION · 30D
0
IMPROVISED · 7D
Receipts, never signals: discipline shown (on-plan %, streaks, calibration), tickers after-close and per-member, setups never. Tilt rehab = witnessed recovery. Guardrails: SOCIAL_ACCOUNTABILITY.md.
Themes radar · where your sources cluster
SEMIS / AI CAPEX 4 SOURCES · 3 FRESH
Semi Insights, @semicap_alpha +2 converging on memory names · overlaps NVDA, MU dossiers
GRID / POWER 2 SOURCES
Energy Letter initiated VRT-adjacent basket · no dossier yet — open one?
ENERGY COOLING
Source flow fading 3 weeks · your XOM weakening is consistent, not contrarian
Ranked by fresh-mention density across YOUR followed sources (credibility-weighted, decay-aware) — never global trending, never platform picks. CTA is always "open a dossier."
The "market overview / ideas" ask kept on-strategy: themes emerge from the user's roster; overlap with existing dossiers is surfaced; red line intact.
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