Memory smoke reject intake 1781472434698
manual_note / rejected / not_started
2026-06-14 21:27:14research
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Add a URL, pasted article, manual note, filing, press release, transcript, or tweet thread. Raw text stays private; metadata and extracted memory are linked back into the database.
manual_note / rejected / not_started
2026-06-14 21:27:14manual_note / approved / completed
2026-06-14 21:25:14Tickers: MU / Themes: HBM, AI memory
manual_note / rejected / not_started
2026-06-14 21:18:15manual_note / approved / completed
2026-06-14 21:16:33Tickers: MU / Themes: HBM, AI memory
manual_note / rejected / not_started
2026-06-14 20:57:07manual_note / approved / completed
2026-06-14 20:55:00Tickers: MU / Themes: HBM, AI memory
manual_note / approved / completed
2026-06-14 19:59:16manual_note / approved / completed
2026-06-14 19:57:18manual_note / approved / completed
2026-06-14 17:03:58manual_note / rejected / not_started
2026-06-14 16:48:13manual_note / approved / completed
2026-06-14 16:47:01Tickers: MU / Themes: HBM, AI memory
manual_note / rejected / not_started
2026-06-14 16:37:04manual_note / approved / completed
2026-06-14 16:35:35Tickers: MU / Themes: HBM, AI memory
manual_note / pending_review / not_started
2026-06-13 21:52:50manual_note / rejected / not_started
2026-06-12 01:01:14manual_note / approved / completed
2026-06-12 00:59:55Tickers: MU / Themes: HBM, AI memory
manual_note / rejected / not_started
2026-06-12 00:49:46manual_note / approved / completed
2026-06-12 00:48:52Tickers: MU / Themes: HBM, AI memory
manual_note / rejected / not_started
2026-06-12 00:14:49manual_note / approved / completed
2026-06-12 00:14:04Tickers: MU / Themes: HBM, AI memory
manual_note / rejected / not_started
2026-06-11 23:06:23manual_note / approved / completed
2026-06-11 23:04:48Tickers: MU / Themes: HBM, AI memory
manual_note / rejected / not_started
2026-06-11 22:58:27manual_note / approved / completed
2026-06-11 22:57:18Tickers: MU / Themes: HBM, AI memory
Running 0
Completed 1
Queued 0
Markdown outputs 1
Deep company memos 1
Completed memos are written to /research-memos
Raw evidence is stored privately
Claims, conditions, and theses link back to Memory
Native research horizons remain 1M, 3M, 6M, 1Y
Pending 1
Approved 21
Rejected 18
Requires local Memory Admin Key
Auto-approves new intakes
Runs budget-gated extraction
No provider calls before approval
No Telegram before approval
No active memory update before approval
public research intake
manual_note / pending_review / raw text privateMemory smoke public research intake 1781472314797 / approved
Memory smoke public research intake 1781471793415 / approved
Memory smoke public research intake 1781470499864 / approved
Macro Memo: Spin Cycle / approved
The Only Game in Town / approved
A Multi-Week Correction Begins / approved
Memory smoke reject intake 1781472434698 / rejected
Memory smoke reject intake 1781471895659 / rejected
Memory smoke reject intake 1781470627242 / rejected
Memory smoke reject intake 1781455693658 / rejected
Memory smoke reject intake 1781455024508 / rejected
Memory smoke reject intake 1781226074561 / rejected
| task | ticker | event | type | priority | provider | status | created | summary | memo |
|---|---|---|---|---|---|---|---|---|---|
| 855e7231 | $BB | n/a | deep_company_memo | max | internal | completed | 2026-06-07 23:59:24 | Stance: Avoid / Watchlist. | 1Y: Not modeled as a fixed price target. The active decision is path-dependent: avoid chasing the current price, watch for QNX-backed continuation evidence, and fade failed rallies if the next catalyst does not confirm backlog conversion or FY27 guidance upside [S1][S2][S19]. | Price: $9.405 as of 2026-06-05T19:59:57.310Z from the operator Alpaca market snapshot [S19]. | view memo |
Stance: Avoid / Watchlist. | 1Y: Not modeled as a fixed price target. The active decision is path-dependent: avoid chasing the current price, watch for QNX-backed continuation evidence, and fade failed rallies if the next catalyst does not confirm backlog conversion or FY27 guidance upside [S1][S2][S19]. | Price: $9.405 as of 2026-06-05T19:59:57.310Z from the operator Alpaca market snapshot [S19].
deep_company_memo / production_readyOpen ticker memory