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memory activation
Tweet by @mkfilko
source tweet
status extracted
created 2026-06-15T08:12:55
actionability 55
market confirmation 42
source tier A
evidence tweet_only_unverified
@mkfilko / tier A
reliability 88
useful 0 / false+ 0
no source notes
IQE unknown unknown / SIVE unknown unknown / AXTI +9.8% unknown
affected IQE, SIVE, AXTI
themes n/a
no_signal / generated
Wait for tape or stronger evidence confirmation.
created 2026-06-15T08:12:57
3 snapshots
IQE 1h unknown / SIVE 1h unknown / AXTI 1h 0.0%
# Memory Activation Report Card - Activation: 1196fc69-fd1f-45fb-8bb3-cafdbb07bb5e - Relationship: related_not_actionable - Market action: no_signal - Evidence status: tweet_only_unverified - Source: X / @mkfilko - Source type: tweet - Source tier: A - Affected tickers: IQE, SIVE, AXTI - Actionability: 55/100 - Market confirmation: 42/100 ## Trigger Archive of all previous posts: $IQE vs $SIVE: ?s=46 $IQE vs $AXTI: ?s=46 Calling the bottom: ?s=46 First $IQE post: ?s=46 ## Reasoning The tweet discusses previous posts and comparisons among several tickers without providing actionable insights. ## Claims - tweet_only: Tweet says: Archive of all previous posts: $IQE vs $SIVE: ?s=46 $IQE vs $AXTI: ?s=46 Calling the bottom: ?s=46 First $IQE post: ?s=46 [044df0b3-9258-49aa-8d35-08e78f0ddf37] ## Conditions - none ## Theses - none ## Gates - FAIL related_not_actionable_blocked: No-signal or related-not-actionable activations are blocked from alerting by default. - PASS tweet_only_allowed_but_labeled: Tweet-only evidence is allowed, but must remain labeled UNVERIFIED SOCIAL. - PASS low_source_tier_penalty: Source tier A does not block the signal. - FAIL market_confirmation_check: Market confirmation score is 42/100. - PASS stale_condition_penalty: No stale condition penalty applied. - PASS deterministic_telegram_generation: Telegram payload is generated from structured activation/signal data without an LLM call. ## Provider Usage - openai/gpt-4o-mini memory_cross_reference: allowed, est $0.000485 - local/deterministic tweet_extraction: skipped_low_relevance, est $0.000000 ## Signal And Telegram - Signal: no_signal / generated / 4fbdbfa0-2bc1-4c0d-9f86-3e07e349335d - Telegram: none ## Outcomes And Feedback - Scheduled outcome jobs: 30 - Feedback records: 0 _Private raw text/json and secrets are not included._
| relationship | actionability | evidence | market | notes | created |
|---|---|---|---|---|---|
| no feedback yet | |||||
no Telegram payload to review
| judgment | confidence | reviewer | notes | created |
|---|---|---|---|---|
| no shadow payload review yet | ||||
| type | decision | rationale | created |
|---|---|---|---|
| no decision notes yet | |||
Tweet says: Archive of all previous posts: $IQE vs $SIVE: ?s=46 $IQE vs $AXTI: ?s=46 Calling the bottom: ?s=46 First $IQE post: ?s=46
no matched conditions
no matched thesis cells
Source tier A scored 88/100.
Memory relevance 55/100 from 0 matched conditions, 0 theses, and 1 claims.
Relationship confidence 40/100 for related_not_actionable.
Tape status unknown scored 42/100.
No stale memory penalty.
activation_scoring / openai / succeeded
memory_cross_reference / openai / succeeded
tweet_claim_extraction / deterministic / skipped / skipped_low_relevance
no research tasks
| gate | passed | severity | score | reason |
|---|---|---|---|---|
| related_not_actionable_blocked | no | block | -100 | No-signal or related-not-actionable activations are blocked from alerting by default. |
| tweet_only_allowed_but_labeled | yes | warning | -5 | Tweet-only evidence is allowed, but must remain labeled UNVERIFIED SOCIAL. |
| low_source_tier_penalty | yes | info | 0 | Source tier A does not block the signal. |
| market_confirmation_check | no | warning | -5 | Market confirmation score is 42/100. |
| stale_condition_penalty | yes | info | 0 | No stale condition penalty applied. |
| deterministic_telegram_generation | yes | info | 0 | Telegram payload is generated from structured activation/signal data without an LLM call. |
| provider | model | task | gate | cache | cost | reason |
|---|---|---|---|---|---|---|
| openai | gpt-4o-mini | memory_cross_reference | allowed | miss | $0.000485 | Market memory memory_cross_reference for evidence b2843509-ab40-4510-ab60-7ca98128aa3e. |
| local | deterministic | tweet_extraction | skipped_low_relevance | bypassed | $0.000000 | Tweet did not pass source, ticker/theme, memory-match, or high-priority universe relevance gates. |
| ticker | horizon | activation price | snapshot price | return | volume change | captured | notes |
|---|---|---|---|---|---|---|---|
| IQE | 1h | unknown | unknown | unknown | unknown | 2026-06-15T08:12:57 | Initial outcome baseline captured at activation. Scheduled horizon recapture can overwrite this row. |
| SIVE | 1h | unknown | unknown | unknown | unknown | 2026-06-15T08:12:57 | Initial outcome baseline captured at activation. Scheduled horizon recapture can overwrite this row. |
| AXTI | 1h | 97.145 | 97.145 | 0.0% | unknown | 2026-06-15T08:12:57 | Initial outcome baseline captured at activation. Scheduled horizon recapture can overwrite this row. |
| ticker | horizon | scheduled | status | attempts | error |
|---|---|---|---|---|---|
| IQE | 1h | 2026-06-15T09:12:57 | queued | 0 | n/a |
| IQE | 4h | 2026-06-15T12:12:57 | queued | 0 | n/a |
| IQE | 1d | 2026-06-16T08:12:57 | queued | 0 | n/a |
| IQE | 3d | 2026-06-18T08:12:57 | queued | 0 | n/a |
| IQE | 5d | 2026-06-20T08:12:57 | queued | 0 | n/a |
| IQE | 10d | 2026-06-25T08:12:57 | queued | 0 | n/a |
| IQE | 1M | 2026-07-15T08:12:57 | queued | 0 | n/a |
| IQE | 3M | 2026-09-13T08:12:57 | queued | 0 | n/a |
| IQE | 6M | 2026-12-14T08:12:57 | queued | 0 | n/a |
| IQE | 1Y | 2027-06-15T08:12:57 | queued | 0 | n/a |
| SIVE | 1h | 2026-06-15T09:12:57 | queued | 0 | n/a |
| SIVE | 4h | 2026-06-15T12:12:57 | queued | 0 | n/a |
| SIVE | 1d | 2026-06-16T08:12:57 | queued | 0 | n/a |
| SIVE | 3d | 2026-06-18T08:12:57 | queued | 0 | n/a |
| SIVE | 5d | 2026-06-20T08:12:57 | queued | 0 | n/a |
| SIVE | 10d | 2026-06-25T08:12:57 | queued | 0 | n/a |
| SIVE | 1M | 2026-07-15T08:12:57 | queued | 0 | n/a |
| SIVE | 3M | 2026-09-13T08:12:57 | queued | 0 | n/a |
| SIVE | 6M | 2026-12-14T08:12:57 | queued | 0 | n/a |
| SIVE | 1Y | 2027-06-15T08:12:57 | queued | 0 | n/a |
| AXTI | 1h | 2026-06-15T09:12:57 | queued | 0 | n/a |
| AXTI | 4h | 2026-06-15T12:12:57 | queued | 0 | n/a |
| AXTI | 1d | 2026-06-16T08:12:57 | queued | 0 | n/a |
| AXTI | 3d | 2026-06-18T08:12:57 | queued | 0 | n/a |
| AXTI | 5d | 2026-06-20T08:12:57 | queued | 0 | n/a |
| AXTI | 10d | 2026-06-25T08:12:57 | queued | 0 | n/a |
| AXTI | 1M | 2026-07-15T08:12:57 | queued | 0 | n/a |
| AXTI | 3M | 2026-09-13T08:12:57 | queued | 0 | n/a |
| AXTI | 6M | 2026-12-14T08:12:57 | queued | 0 | n/a |
| AXTI | 1Y | 2027-06-15T08:12:57 | queued | 0 | n/a |
no Telegram payload record for this activation