Tweet by @mkfilkometadata_public
sourceX / @mkfilko
urln/a
published2026-06-15T01:59:37
raw textprivate, not exposed
memory
Searchable Memory
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memory
Loading latest cached market data.
memory activation
Tweet by @mkfilko
source tweet
status extracted
created 2026-06-15T02:00:07
actionability 61
market confirmation 20
source tier A
evidence tweet_only_unverified
@mkfilko / tier A
reliability 88
useful 0 / false+ 0
no source notes
EOS.AX unknown unknown
affected EOS.AX
themes equity markets, market volatility
memory_activation / generated
Wait for tape or stronger evidence confirmation.
created 2026-06-15T02:00:09
1 snapshots
EOS.AX 1h unknown
Subs $EOS.AX continues to torture us. I am just going to hold my position here, I sized this at 5-6% of my portfolio and am not over leveraged. The thesis still stays in tact and they just announced an order (although small). They just keep executing but the markets are not…
The user's sentiment about holding their position in $EOS.AX amidst perceived market torture implies a concern about upcoming volatility, which aligns with the potential for corrections as per the associated condition.# Memory Activation Report Card - Activation: e8e83d88-dde7-405d-be13-b5f1455c4075 - Relationship: weakens - Market action: watch - Evidence status: tweet_only_unverified - Source: X / @mkfilko - Source type: tweet - Source tier: A - Affected tickers: EOS.AX - Actionability: 61/100 - Market confirmation: 20/100 ## Trigger Subs $EOS.AX continues to torture us. I am just going to hold my position here, I sized this at 5-6% of my portfolio and am not over leveraged. The thesis still stays in tact and they just announced an order (although small). They just keep executing but the markets are not… ## Reasoning The user's sentiment about holding their position in $EOS.AX amidst perceived market torture implies a concern about upcoming volatility, which aligns with the potential for corrections as per the associated condition. ## Claims - tweet_only: Tweet says: Subs $EOS.AX continues to torture us. I am just going to hold my position here, I sized this at 5-6% of my portfolio and am not over leveraged. The thesis still stays in tact and they just announced an order (although small). They just keep executing but the markets are not… [c1c5dbb7-61b2-4b90-9aab-800850d93f7d] ## Conditions - other: If the correction lasts between 4-8 weeks, then equities could see significant declines. [8d4508d8-ad98-4c8c-93c5-ccadf134729c] ## Theses - Bullish Outlook on US Equities [d8b6f9d7-35a2-4b93-a2b2-cb4a3a00ba5a] - Intel-only CPO winner map depends on packaging bottleneck exclusivity [14155f8d-5239-49d9-882d-53c070d45d73] ## 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 20/100. - 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 $0.000490 - local/deterministic tweet_extraction: skipped_low_relevance, est $0.000000 ## Signal And Telegram - Signal: memory_activation / generated / 586c3e67-a805-4f71-b53c-ee41a17e0dde - 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: Subs $EOS.AX continues to torture us. I am just going to hold my position here, I sized this at 5-6% of my portfolio and am not over leveraged. The thesis still stays in tact and they just announced an order (although small). They just keep executing but the markets are not…
If the correction lasts between 4-8 weeks, then equities could see significant declines.
Despite potential short-term volatility, the fundamentals suggest a continued positive trajectory for US equities driven by strong economic indicators.
The Intel CPO bull case in this memory cell depends on CPO being constrained by packaging, thermals, yield, and reliability where EMIB and internal silicon photonics create a differentiated path. Credible non-Intel CPO evidence would challenge the winner map.
Source tier A scored 88/100.
Memory relevance 80/100 from 1 matched conditions, 2 theses, and 1 claims.
Relationship confidence 60/100 for weakens.
Tape status unknown scored 20/100.
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 20/100. |
| 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 | $0.000490 | Market memory memory_cross_reference for evidence 7e8562c5-6c0f-4b0e-b6d0-5d32d3df7d37. |
| 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 |
|---|---|---|---|---|---|---|---|---|---|
| EOS.AX | unknown | unknown | unknown | unknown | unknown | unknown | unknown | unknown | alpaca |
| ticker | horizon | activation price | snapshot price | return | volume change | captured | notes |
|---|---|---|---|---|---|---|---|
| EOS.AX | 1h | unknown | unknown | unknown | unknown | 2026-06-15T02:00:09 | Initial outcome baseline captured at activation. Scheduled horizon recapture can overwrite this row. |
| ticker | horizon | scheduled | status | attempts | error |
|---|---|---|---|---|---|
| EOS.AX | 1h | 2026-06-15T03:00:09 | queued | 0 | n/a |
| EOS.AX | 4h | 2026-06-15T06:00:09 | queued | 0 | n/a |
| EOS.AX | 1d | 2026-06-16T02:00:09 | queued | 0 | n/a |
| EOS.AX | 3d | 2026-06-18T02:00:09 | queued | 0 | n/a |
| EOS.AX | 5d | 2026-06-20T02:00:09 | queued | 0 | n/a |
| EOS.AX | 10d | 2026-06-25T02:00:09 | queued | 0 | n/a |
| EOS.AX | 1M | 2026-07-15T02:00:09 | queued | 0 | n/a |
| EOS.AX | 3M | 2026-09-13T02:00:09 | queued | 0 | n/a |
| EOS.AX | 6M | 2026-12-14T02:00:09 | queued | 0 | n/a |
| EOS.AX | 1Y | 2027-06-15T02:00:09 | queued | 0 | n/a |
PUBLIC UNAUTHENTICATED STREAM UNVERIFIED SOCIAL / TWEET-ONLY / NOT PRIMARY VERIFIED 🧠 MEMORY UPDATE - UNVERIFIED SOCIAL Theme: equity markets / market volatility Relationship: weakens Source tier: A Actionability: 61/100 Prior condition: "If the correction lasts between 4-8 weeks, then equities could see significant declines." New trigger: Subs $EOS.AX continues to torture us. I am just going to hold my position here, I sized this at 5-6% of my portfolio and am not over leveraged. The thesis still stays in tact and they just announced an order (although small). They just keep executing but the markets are not… Potential market implication: Potential increased volatility in equity markets. Affected: EOS.AX Tape: EOS.AX: n/a, relvol n/a, unknown Repricing horizon: 1M: Anticipated corrections and existing market anxieties could lead to a decline in equity prices in the next month. 3M: Mixed signals from market conditions may create fluctuations in equity values. Evidence status: UNVERIFIED SOCIAL / TWEET-ONLY / NOT PRIMARY VERIFIED Action: watch Confidence: Medium-low Dashboard: https://consortium.capital/memory