Tweet by @mkfilkometadata_public
sourceX / @mkfilko
urln/a
published2026-06-16T01:13:47
raw textprivate, not exposed
memory
Searchable Memory
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memory
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memory activation
Tweet by @mkfilko
source tweet
status extracted
created 2026-06-16T01:14:29
actionability 62
market confirmation 42
source tier A
evidence tweet_only_unverified
@mkfilko / tier A
reliability 88
useful 0 / false+ 0
no source notes
PL -2.1% unknown
affected PL
themes equity markets
short_watch / generated
Wait for tape or stronger evidence confirmation.
created 2026-06-16T01:14:31
1 snapshots
PL 1h 0.0%
$PL is a great company for long term, but short term price action does look weak here. My assumptions was that it would hold $30 as it has been basing around that level for awhile. If it loses that price tomorrow, I will exit my position and re-evaluate a re-entry. I may be wrong on this in terms of entry.
The tweet reflects a bearish view on short-term price action for PL, indicating potential volatility and concerns about correction, aligning with the thesis suggesting a cyclical decline.# Memory Activation Report Card - Activation: 5db1d19c-7d52-4068-a1c3-de29bcf66485 - Relationship: weakens - Market action: short_watch - Evidence status: tweet_only_unverified - Source: X / @mkfilko - Source type: tweet - Source tier: A - Affected tickers: PL - Actionability: 62/100 - Market confirmation: 42/100 ## Trigger $PL is a great company for long term, but short term price action does look weak here. My assumptions was that it would hold $30 as it has been basing around that level for awhile. If it loses that price tomorrow, I will exit my position and re-evaluate a re-entry. I may be wrong on this in terms of entry. ## Reasoning The tweet reflects a bearish view on short-term price action for PL, indicating potential volatility and concerns about correction, aligning with the thesis suggesting a cyclical decline. ## Claims - tweet_only: Tweet says: $PL is a great company for long term, but short term price action does look weak here. My assumptions was that it would hold $30 as it has been basing around that level for awhile. If it loses that price tomorrow, I will exit my position and re-evaluate a re-entry. I may be wrong on this in terms of entry. [561354a6-977c-4036-a455-2399d3584d91] ## Conditions - other: If the correction lasts between 4-8 weeks, then equities could see significant declines. [8d4508d8-ad98-4c8c-93c5-ccadf134729c] ## Theses - Last leg before a cyclical decline [58db76ed-e6e1-48dd-bf38-eb97e27494ca] ## Gates - PASS related_not_actionable_blocked: Activation has a market action. - 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 $0.000492 - local/deterministic tweet_extraction: skipped_low_relevance, est $0.000000 ## Signal And Telegram - Signal: short_watch / generated / be37de07-a633-43e1-8989-ec0ded0307f2 - Telegram: live / sent ## Outcomes And Feedback - Scheduled outcome jobs: 10 - Feedback records: 0 _Private raw text/json and secrets are not included._
| relationship | actionability | evidence | market | notes | created |
|---|---|---|---|---|---|
| no feedback yet | |||||
| judgment | confidence | reviewer | notes | created |
|---|---|---|---|---|
| no shadow payload review yet | ||||
| type | decision | rationale | created |
|---|---|---|---|
| no decision notes yet | |||
Tweet says: $PL is a great company for long term, but short term price action does look weak here. My assumptions was that it would hold $30 as it has been basing around that level for awhile. If it loses that price tomorrow, I will exit my position and re-evaluate a re-entry. I may be wrong on this in terms of entry.
If the correction lasts between 4-8 weeks, then equities could see significant declines.
This equity market rally is the last leg before a major cyclical decline.
Source tier A scored 88/100.
Memory relevance 80/100 from 1 matched conditions, 1 theses, and 1 claims.
Relationship confidence 40/100 for weakens.
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 | yes | info | 0 | Activation has a market action. |
| 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 | $0.000492 | Market memory memory_cross_reference for evidence f008454d-be2a-46d4-abea-78e03b15ed9d. |
| 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 | price | day | premarket | 5D | 1M | rel vol | VWAP | tape | provider |
|---|---|---|---|---|---|---|---|---|---|
| PL | 30.480 | -2.1% | unknown | unknown | unknown | 0.65x | above | unknown | alpaca |
| ticker | horizon | activation price | snapshot price | return | volume change | captured | notes |
|---|---|---|---|---|---|---|---|
| PL | 1h | 30.480 | 30.480 | 0.0% | unknown | 2026-06-16T01:14:31 | Initial outcome baseline captured at activation. Scheduled horizon recapture can overwrite this row. |
| ticker | horizon | scheduled | status | attempts | error |
|---|---|---|---|---|---|
| PL | 1h | 2026-06-16T02:14:31 | queued | 0 | n/a |
| PL | 4h | 2026-06-16T05:14:31 | queued | 0 | n/a |
| PL | 1d | 2026-06-17T01:14:31 | queued | 0 | n/a |
| PL | 3d | 2026-06-19T01:14:31 | queued | 0 | n/a |
| PL | 5d | 2026-06-21T01:14:31 | queued | 0 | n/a |
| PL | 10d | 2026-06-26T01:14:31 | queued | 0 | n/a |
| PL | 1M | 2026-07-16T01:14:31 | queued | 0 | n/a |
| PL | 3M | 2026-09-14T01:14:31 | queued | 0 | n/a |
| PL | 6M | 2026-12-15T01:14:31 | queued | 0 | n/a |
| PL | 1Y | 2027-06-16T01:14:31 | queued | 0 | n/a |
PUBLIC UNAUTHENTICATED STREAM UNVERIFIED SOCIAL / TWEET-ONLY / NOT PRIMARY VERIFIED 🧠MEMORY UPDATE - UNVERIFIED SOCIAL Theme: equity markets Relationship: weakens Source tier: A Actionability: 62/100 Prior condition: "If the correction lasts between 4-8 weeks, then equities could see significant declines." New trigger: $PL is a great company for long term, but short term price action does look weak here. My assumptions was that it would hold $30 as it has been basing around that level for awhile. If it loses that price tomorrow, I will exit my position and re-evaluate a re-entry. I may be wrong on this in terms of entry. Potential market implication: Potential increased volatility in equity markets. Affected: PL Tape: PL: -2.15%, relvol 0.65, unknown Repricing horizon: 1M: Potential for price to breach the $30 support level and lead to exit from positions. 3M: Possible corrections could result in price recoveries but overall sentiment remains unclear. Evidence status: UNVERIFIED SOCIAL / TWEET-ONLY / NOT PRIMARY VERIFIED Action: short_watch Confidence: Low Dashboard: https://consortium.capital/memory