Daily Replay · Jul 8, 2026

What the bot did vs what it should have done

139
News received
120
FN decisions
0
Trades taken
19
Missed flagged
139
Backtrack events
1
Slippage rows
0
Paper fills
1.18%
Avg premium expansion
Reject reasons

7 reason types

ReasonCount
impact_below_threshold 111
duplicate_headline 3
INFRASTRUCTURE_SYNC_REJECT: Market data stale (news_ingest_398s) 2
INFRASTRUCTURE_SYNC_REJECT: Market data stale (news_ingest_234s) 1
INFRASTRUCTURE_SYNC_REJECT: Market data stale (news_ingest_220s) 1
INFRASTRUCTURE_SYNC_REJECT: Market data stale (news_ingest_204s) 1
underlying_reaction_disagrees 1
Validation & P/L

Replay engine health

  • Actual bot P/L: $0.00
  • Validation tests: 10/10
  • AI learning promote: Not yet
  • Generated: Jul 8, 2026 6:45 PM EDT
Missed Fast News (sample)

Showing 19 of 19

TickerReject / reasonHeadlineLesson
MU missed_due_to_scanner_gap_or_no_decision Apple Raised Prices, Samsung Raised Profits — Micron Predicted Both
USO missed_due_to_scanner_gap_or_no_decision Semiconductors Below Support; Fed Minutes Ahead; Trump Says Iran Ceasefire Is Over, But Will He Back Off?
CVX missed_due_to_scanner_gap_or_no_decision Ceasefire Cracks, Oil Bounces: Why Exxon, Chevron Stocks Are Hot Again
ABU missed_due_to_scanner_gap_or_no_decision Abu Dhabi's Etihad Nearing Deal To Order 10 Boeing 787 Jets, Sources Say
AAPL missed_due_to_scanner_gap_or_no_decision Apple Unveils $30 Billion Broadcom Deal
AVGO missed_due_to_scanner_gap_or_no_decision Apple Unveils $30 Billion Broadcom Deal
MSFT missed_due_to_scanner_gap_or_no_decision 'BofA Saw OpenAI As Too Risky, But Now The Bank Wants To Cash In On IPO; Quietly Handed A $520 Million Credit Line To Op
AAPL missed_due_to_scanner_gap_or_no_decision Apple Takes a Big Hit in Europe As Court Upholds App Store Crackdown Under Digital Markets Act
BANK missed_due_to_scanner_gap_or_no_decision 'BofA Saw OpenAI As Too Risky, But Now The Bank Wants To Cash In On IPO; Quietly Handed A $520 Million Credit Line To Op
AAPL missed_due_to_scanner_gap_or_no_decision Samsung Now Makes More Money Than Nvidia — And Goldman Says the Stock Is Still Dirt Cheap
SPY missed_due_to_scanner_gap_or_no_decision Samsung Now Makes More Money Than Nvidia — And Goldman Says the Stock Is Still Dirt Cheap
QQQ missed_due_to_scanner_gap_or_no_decision Samsung Now Makes More Money Than Nvidia — And Goldman Says the Stock Is Still Dirt Cheap
XLE missed_due_to_scanner_gap_or_no_decision Samsung Now Makes More Money Than Nvidia — And Goldman Says the Stock Is Still Dirt Cheap
NVDA missed_due_to_scanner_gap_or_no_decision Samsung Now Makes More Money Than Nvidia — And Goldman Says the Stock Is Still Dirt Cheap
DUAL missed_due_to_scanner_gap_or_no_decision Johnson & Johnson Receives FDA Approval For Its Dual Energy THERMOCOOL SMARTTOUCH SF Catheter Platform
FIFA missed_due_to_scanner_gap_or_no_decision 'Netflix, Disney and YouTube interested in FIFA World Cup U.S. rights, package could reach $2B'- CNBC
SHIPS missed_due_to_scanner_gap_or_no_decision US Resumes 'Powerful Strikes' on Iran After 3 Ships Attacked in Strait of Hormuz
AAPL missed_due_to_scanner_gap_or_no_decision EU General Court Dismisses All Of Apple's Actions, Upholds Its Gatekeeper Designation Over App Store And iOS, While Ruli
AVGO missed_due_to_scanner_gap_or_no_decision Apple To Increase Spending To Over $30B On Broadcom Design And Production Of Custom Silicon Components And Wireless Conn
Learning candidates

Not auto-applied — review only

  • Reject reason 'impact_below_threshold' occurred 111 times on 2026-07-08
  • Reject reason 'duplicate_headline' occurred 3 times on 2026-07-08
  • missed_due_to_scanner_gap: add category or source for: general_catalyst, oil_supply_or_geopolitical_shock, general_catalyst, general_catalyst, general_catalyst

Needs repeated validation across different days/sectors (client level_2+).

Dev action items

Auto-generated notes

# Dev action items — 2026-07-08

## Detected errors
- None critical

## Top reject reasons
- `impact_below_threshold`: 111
- `duplicate_headline`: 3
- `INFRASTRUCTURE_SYNC_REJECT: Market data stale (news_ingest_398s)`: 2
- `INFRASTRUCTURE_SYNC_REJECT: Market data stale (news_ingest_234s)`: 1
- `INFRASTRUCTURE_SYNC_REJECT: Market data stale (news_ingest_220s)`: 1
- `INFRASTRUCTURE_SYNC_REJECT: Market data stale (news_ingest_204s)`: 1
- `underlying_reaction_disagrees`: 1

## Learning candidates (not auto-applied)
- Reject reason 'impact_below_threshold' occurred 111 times on 2026-07-08
- Reject reason 'duplicate_headline' occurred 3 times on 2026-07-08
- missed_due_to_scanner_gap: add category or source for: general_catalyst, oil_supply_or_geopolitical_shock, general_catalyst, general_catalyst, general_catalyst

## Next steps
1. Review missed_fast_news entries in missed_opportunities JSON
2. Tune NEWS_FEED_DELAY_SECONDS / sandbox grace if news_stale dominates
3. Promote learning rules only after 3+ validated days