memory activation

supports

watchback to memory

trigger

detail

Tweet by @jasonschips

source tweet

status extracted

created 2026-06-16T22:08:33

score

detail

actionability 62

market confirmation 42

source tier A

evidence tweet_only_unverified

source

detail

@jasonschips / tier A

reliability 88

useful 0 / false+ 0

no source notes

tape

detail

CRWV +9.2% unknown / SMH -4.6% unknown

affected CRWV, SMH

themes market outlook, US equities

signal

detail

memory_activation / generated

Wait for tape or stronger evidence confirmation.

created 2026-06-16T22:08:34

outcomes

detail

2 snapshots

CRWV 1h 0.0% / SMH 1h 0.0%

signal lifecycle

generated

ready

trigger snippet40% confidence

The shitco $CRWV up 10% on a day where $SMH down 5% (I am long said shitco)

The tweet's optimistic sentiment towards $CRWV aligns with the bullish outlook thesis on US equities, which expects positive performance despite volatility.

tickersCRWV SMH

horizons1M: Considering recent market trends and performance, $CRWV may be influenced by macroeconomic factors affecting the broader market. | 3M: The bullish sentiment aligns well with the anticipation of positive economic growth indicators leading into the next quarter.

report card

sanitized markdown

# Memory Activation Report Card

- Activation: af07a105-0d86-4260-b3db-f479a526b47a
- Relationship: supports
- Market action: watch
- Evidence status: tweet_only_unverified
- Source: X / @jasonschips
- Source type: tweet
- Source tier: A
- Affected tickers: CRWV, SMH
- Actionability: 62/100
- Market confirmation: 42/100

## Trigger
The shitco $CRWV up 10% on a day where $SMH down 5% (I am long said shitco)

## Reasoning
The tweet's optimistic sentiment towards $CRWV aligns with the bullish outlook thesis on US equities, which expects positive performance despite volatility.

## Claims
- tweet_only: Tweet says: The shitco $CRWV up 10% on a day where $SMH down 5%

(I am long said shitco) [49c9ce9a-3ad4-4216-870d-9d51b9aada1b]

## Conditions
- demand_intensity_risk: Market volatility increases during periods of significant macroeconomic change. [fa80c0f2-47d6-4868-b740-153d28ebed2d]
- demand_intensity_risk: Continued labor market strength supports economic growth. [3e7f8dd1-60c1-4786-b638-23c4f5d705a9]

## Theses
- Bullish Outlook on US Equities [d8b6f9d7-35a2-4b93-a2b2-cb4a3a00ba5a]

## 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 $0.000483
- local/deterministic tweet_extraction: skipped_low_relevance, est $0.000000

## Signal And Telegram
- Signal: memory_activation / generated / 61d941df-1790-4cc9-811b-bf1876f09b9b
- Telegram: live / sent

## Outcomes And Feedback
- Scheduled outcome jobs: 20
- Feedback records: 0

_Private raw text/json and secrets are not included._

feedback

ready

relationship	actionability	evidence	market	notes	created
no feedback yet

shadow payload review

ready

judgment	confidence	reviewer	notes	created
no shadow payload review yet

decision log

ready

type	decision	rationale	created
no decision notes yet

trigger evidence

stored

Tweet by @jasonschipsmetadata_public

sourceX / @jasonschips

urln/a

published2026-06-16T22:08:08

raw textprivate, not exposed

matched claims

opiniontweet_only

Tweet says: The shitco $CRWV up 10% on a day where $SMH down 5% (I am long said shitco)

supportThe shitco $CRWV up 10% on a day where $SMH down 5% (I am long said shitco)

tickersCRWV SMH

confidence40%

matched conditions

demand_intensity_riskactive

Market volatility increases during periods of significant macroeconomic change.

ifIf inflation concerns rise and interest rates increase

thenthen we expect heightened volatility and potential drawdowns.

positiven/a

negativen/a

demand_intensity_riskactive

Continued labor market strength supports economic growth.

ifIf labor market data continues to show robust job creation

thenthen we expect upward pressure on economic growth forecasts.

positiven/a

negativen/a

matched theses

Bullish Outlook on US Equitiesactive

Despite potential short-term volatility, the fundamentals suggest a continued positive trajectory for US equities driven by strong economic indicators.

tickersn/a

watchinflation data, labor market reports

score reasoning

Source tier A scored 88/100.

Memory relevance 80/100 from 2 matched conditions, 1 theses, and 1 claims.

Relationship confidence 40/100 for supports.

Tape status unknown scored 42/100.

No stale memory penalty.

job history

activation_scoring / openai / succeeded

memory_cross_reference / openai / succeeded

tweet_claim_extraction / deterministic / skipped / skipped_low_relevance

research tasks

no research tasks

signal gates

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 usage

provider	model	task	gate	cache	cost	reason
openai	gpt-4o-mini	memory_cross_reference	allowed	miss	$0.000483	Market memory memory_cross_reference for evidence 97941bcb-273f-4d02-9494-eee92a0a0586.
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.

market data snapshot

ticker	price	day	premarket	5D	1M	rel vol	VWAP	tape	provider
CRWV	116.56	+9.2%	unknown	unknown	unknown	1.52x	above	unknown	alpaca
SMH	618.00	-4.6%	unknown	unknown	unknown	1.14x	above	unknown	alpaca

outcome snapshots

ticker	horizon	activation price	snapshot price	return	volume change	captured	notes
CRWV	1h	116.56	116.56	0.0%	unknown	2026-06-16T22:08:34	Initial outcome baseline captured at activation. Scheduled horizon recapture can overwrite this row.
SMH	1h	618.00	618.00	0.0%	unknown	2026-06-16T22:08:34	Initial outcome baseline captured at activation. Scheduled horizon recapture can overwrite this row.

scheduled outcome jobs

ticker	horizon	scheduled	status	error
CRWV	1h	2026-06-16T23:08:34	queued	n/a
CRWV	4h	2026-06-17T02:08:34	queued	n/a
CRWV	1d	2026-06-17T22:08:34	queued	n/a
CRWV	3d	2026-06-19T22:08:34	queued	n/a
CRWV	5d	2026-06-21T22:08:34	queued	n/a
CRWV	10d	2026-06-26T22:08:34	queued	n/a
CRWV	1M	2026-07-16T22:08:34	queued	n/a
CRWV	3M	2026-09-14T22:08:34	queued	n/a
CRWV	6M	2026-12-15T22:08:34	queued	n/a
CRWV	1Y	2027-06-16T22:08:34	queued	n/a
SMH	1h	2026-06-16T23:08:34	queued	n/a
SMH	4h	2026-06-17T02:08:34	queued	n/a
SMH	1d	2026-06-17T22:08:34	queued	n/a
SMH	3d	2026-06-19T22:08:34	queued	n/a
SMH	5d	2026-06-21T22:08:34	queued	n/a
SMH	10d	2026-06-26T22:08:34	queued	n/a
SMH	1M	2026-07-16T22:08:34	queued	n/a
SMH	3M	2026-09-14T22:08:34	queued	n/a
SMH	6M	2026-12-15T22:08:34	queued	n/a
SMH	1Y	2027-06-16T22:08:34	queued	n/a

telegram payload

live / sent

PUBLIC UNAUTHENTICATED STREAM
UNVERIFIED SOCIAL / TWEET-ONLY / NOT PRIMARY VERIFIED

🧠 MEMORY ACTIVATION - UNVERIFIED SOCIAL

Theme: market outlook / US equities
Relationship: supports
Source tier: A
Actionability: 62/100

Prior condition:
"Market volatility increases during periods of significant macroeconomic change."

New trigger:
The shitco $CRWV up 10% on a day where $SMH down 5% (I am long said shitco)

Potential market implication:
Potential for short-term losses in equity markets.

Affected:
CRWV, SMH

Tape:
CRWV: +9.21%, relvol 1.52, unknown; SMH: -4.59%, relvol 1.14, unknown

Repricing horizon:
1M: Considering recent market trends and performance, $CRWV may be influenced by macroeconomic factors affecting the broader market.
3M: The bullish sentiment aligns well with the anticipation of positive economic growth indicators leading into the next quarter.

Evidence status: UNVERIFIED SOCIAL / TWEET-ONLY / NOT PRIMARY VERIFIED
Action: watch
Confidence: Low

Dashboard: https://consortium.capital/memory