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  1. Upload engine/smart_money_snapshot.parquet with huggingface_hub

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  1. Upload engine/smart_money_snapshot.parquet with huggingface_hub

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28 days ago

  1. Upload engine/smart_money_snapshot.parquet with huggingface_hub

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  1. Upload engine/panel_ml_snapshot.meta.json with huggingface_hub

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  1. Upload engine/smart_money_snapshot.parquet with huggingface_hub

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  2. Upload engine/peer_metrics.parquet with huggingface_hub

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  4. Upload engine/panel_ml_snapshot.parquet with huggingface_hub

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  1. Upload engine/smart_money_snapshot.parquet with huggingface_hub

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  2. Upload engine/peer_metrics.parquet with huggingface_hub

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  3. Upload engine/panel_ml_snapshot.meta.json with huggingface_hub

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  4. Upload engine/panel_ml_snapshot.parquet with huggingface_hub

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  5. Withheld-run fixes: recorded margin floor; re-blend bounded by the recorded cap; precise break-even revenue and sign-aware growth clause; pre-revenue message; no retry invitation for deterministic failures

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  1. Mechanical DCF: cumulative discounting along the rate path; MechanicalDCFState; MECHANICAL_DCF_DISCOUNT_PATH

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  2. Story business identity from canonical state only: no recalled segments, filing-verified disposals, story-business validators

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  3. BSX root causes: token-safe segment keywords + parent-sector compatibility gate; growth label; semantic gate before the PM

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  4. Story starting margin is the observed trailing margin (70% ceiling applies to the maturity target only)

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  1. Fundamentals table: compact headers + provenance footnotes; print-safe tables

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  2. HISTORICAL_QUALITY_LABEL: fail when a stored quality state was not read

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  3. Lineage labels read the frozen state (Mapping, not dict)

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  4. Claim lineage: typed guidance/engine-vs-consensus relations, lineage checks, HistoricalMetricQuality label

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  5. Guidance trigger subject uses the row's own label (keeps scope qualifiers like 'excluding OSTTRA')

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  6. Story peak share printed to two decimals so market size x share reproduces revenue

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  7. Open items: break-even solved on the adopted margin (floor never cuts); recalibrated thesis gate; benign co-citation; no triggers on price multiples; nominated peers only; benchmark applicability; merged guidance rows; engine-EPS basis; market composite noun; insider transaction counts; filer names; quarter limitation; story revenue/share precision

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  8. Gate: adaptive thinking (Sonnet 5 rejects type enabled + budget_tokens with 400); retry Claude without thinking on a rejected thinking config; QA notes record which gate answered

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  9. Gate calibrated offline (reviewers' standard rubric; extended thinking; bounded retries; run deadline); triggers refuse sources that include a separated business

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  10. Gate verdicts must quote the object's own words (unattributed verdicts re-asked, then kept); thesis pass reads its points' evidence, not their wording; frontier pointer omitted when the unit prints its cases; gate drop ids carry P/A labels

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  11. Structured arguments items 1-2: thesis rests_on + two-pass gate with report context, one bounded repair turn, typed trigger labels, evidence printed in full once, identifier and authored-once audits, relaxed evidence limits, past returns withheld

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  12. Revert T7 scoping: rubric reviewers judged the collective-assessment drops correct

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