Daily Replay · Jul 9, 2026

What the bot did vs what it should have done

149
News received
126
FN decisions
0
Trades taken
23
Missed flagged
149
Backtrack events
3
Slippage rows
0
Paper fills
1.71%
Avg premium expansion
Reject reasons

17 reason types

ReasonCount
impact_below_threshold 108
underlying_reaction_disagrees 3
INFRASTRUCTURE_SYNC_REJECT: Market data stale (news_ingest_982s) 1
INFRASTRUCTURE_SYNC_REJECT: Market data stale (news_ingest_241s) 1
INFRASTRUCTURE_SYNC_REJECT: Market data stale (news_ingest_240s) 1
INFRASTRUCTURE_SYNC_REJECT: Market data stale (news_ingest_233s) 1
INFRASTRUCTURE_SYNC_REJECT: Market data stale (news_ingest_225s) 1
INFRASTRUCTURE_SYNC_REJECT: Market data stale (news_ingest_332s) 1
INFRASTRUCTURE_SYNC_REJECT: Market data stale (news_ingest_1065s) 1
INFRASTRUCTURE_SYNC_REJECT: Market data stale (news_ingest_183s) 1
INFRASTRUCTURE_SYNC_REJECT: Market data stale (news_ingest_1106s) 1
INFRASTRUCTURE_SYNC_REJECT: Market data stale (news_ingest_1281s) 1
INFRASTRUCTURE_SYNC_REJECT: Market data stale (news_ingest_286s) 1
INFRASTRUCTURE_SYNC_REJECT: Market data stale (news_ingest_268s) 1
INFRASTRUCTURE_SYNC_REJECT: Market data stale (news_ingest_251s) 1
INFRASTRUCTURE_SYNC_REJECT: Market data stale (news_ingest_234s) 1
INFRASTRUCTURE_SYNC_REJECT: Market data stale (news_ingest_285s) 1
Validation & P/L

Replay engine health

  • Actual bot P/L: $0.00
  • Validation tests: 10/10
  • AI learning promote: Not yet
  • Generated: Jul 9, 2026 6:45 PM EDT
Missed Fast News (sample)

Showing 23 of 23

TickerReject / reasonHeadlineLesson
QQQ missed_due_to_scanner_gap_or_no_decision 'Selling Winners, Buying Losers': Tech Stocks Drop as Energy Jumps to Start H2
XLE missed_due_to_scanner_gap_or_no_decision 'Selling Winners, Buying Losers': Tech Stocks Drop as Energy Jumps to Start H2
START missed_due_to_scanner_gap_or_no_decision 'Selling Winners, Buying Losers': Tech Stocks Drop as Energy Jumps to Start H2
JPM missed_due_to_scanner_gap_or_no_decision SK Hynix 7X Oversubscription Boosts Semi Stocks; Earnings Season Ahead; Oil Pulls Back After Iran Attacks
MSFT missed_due_to_scanner_gap_or_no_decision SK Hynix 7X Oversubscription Boosts Semi Stocks; Earnings Season Ahead; Oil Pulls Back After Iran Attacks
AAPL missed_due_to_scanner_gap_or_no_decision SK Hynix 7X Oversubscription Boosts Semi Stocks; Earnings Season Ahead; Oil Pulls Back After Iran Attacks
EASE missed_due_to_scanner_gap_or_no_decision Shares of financial services companies are trading higher amid declines in Treasury yields, oil prices, and the U.S. dol
SK missed_due_to_scanner_gap_or_no_decision SK Hynix 7X Oversubscription Boosts Semi Stocks; Earnings Season Ahead; Oil Pulls Back After Iran Attacks
MSFT missed_due_to_scanner_gap_or_no_decision BlackRock Just Took The Fight To QQQ — The Nasdaq‑100 ETF War Is On
SPY missed_due_to_scanner_gap_or_no_decision BlackRock Just Took The Fight To QQQ — The Nasdaq‑100 ETF War Is On
QQQ missed_due_to_scanner_gap_or_no_decision BlackRock Just Took The Fight To QQQ — The Nasdaq‑100 ETF War Is On
XLE missed_due_to_scanner_gap_or_no_decision BlackRock Just Took The Fight To QQQ — The Nasdaq‑100 ETF War Is On
YORK missed_due_to_scanner_gap_or_no_decision New York Attorney General's Suit Names 3M, Chemours, Corteva, DuPont De Nemours; New York Attorney General Sues Chemical
TOOK missed_due_to_scanner_gap_or_no_decision BlackRock Just Took The Fight To QQQ — The Nasdaq‑100 ETF War Is On
SPY missed_due_to_scanner_gap_or_no_decision EXCLUSIVE: Nvidia, Microsoft And Palantir Are All Exposed — CIO Warns Investors May Be Missing The Real Risk
NVDA missed_due_to_scanner_gap_or_no_decision EXCLUSIVE: Nvidia, Microsoft And Palantir Are All Exposed — CIO Warns Investors May Be Missing The Real Risk
END missed_due_to_scanner_gap_or_no_decision SpaceX Could Become a 'Landmark Historical' Collapse, Warns Top Investor: 'In The End, The Reality Will Come Out'
EVER missed_due_to_scanner_gap_or_no_decision 'Khosla-Backed Startup Claims Breakthrough With Largest-Ever AI Model on an iPhone' - The Information
MSFT missed_due_to_scanner_gap_or_no_decision Microsoft in the Spotlight After Reports Show Company Is Swapping Out Anthropic, OpenAI for In-House AI
SPLIT missed_due_to_scanner_gap_or_no_decision Honeywell Raises FY26 Adjusted Earnings Guidance From $3.95 - $4.315/Share To $7.90 - $8.30/Share After 1-For-2 Reverse
GPT missed_due_to_scanner_gap_or_no_decision OpenAI Unveils GPT-Live As Competition Heats Up Around AI Voice Assistants
NVDA missed_due_to_scanner_gap_or_no_decision Trump Announced His AI Action Plan Declaring ‘America Is Going to Win’ — The Same Day He Bought Millions in Nvidia, App
HITS missed_due_to_scanner_gap_or_no_decision Tech Stock Volatility Hits 23-Year High as Nasdaq Swings Outpace S&P 500
Learning candidates

Not auto-applied — review only

  • Reject reason 'impact_below_threshold' occurred 108 times on 2026-07-09
  • Reject reason 'underlying_reaction_disagrees' occurred 3 times on 2026-07-09
  • missed_due_to_scanner_gap: add category or source for: general_catalyst, general_catalyst, general_catalyst, oil_supply_or_geopolitical_shock, oil_supply_or_geopolitical_shock
  • AMD had intraday confirmation window 09:45:00–10:20:00 (stored replay)
  • AMD replay final monitor status: reject_vwap

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

Dev action items

Auto-generated notes

# Dev action items — 2026-07-09

## Detected errors
- None critical

## Top reject reasons
- `impact_below_threshold`: 108
- `underlying_reaction_disagrees`: 3
- `INFRASTRUCTURE_SYNC_REJECT: Market data stale (news_ingest_982s)`: 1
- `INFRASTRUCTURE_SYNC_REJECT: Market data stale (news_ingest_241s)`: 1
- `INFRASTRUCTURE_SYNC_REJECT: Market data stale (news_ingest_240s)`: 1
- `INFRASTRUCTURE_SYNC_REJECT: Market data stale (news_ingest_233s)`: 1
- `INFRASTRUCTURE_SYNC_REJECT: Market data stale (news_ingest_225s)`: 1
- `INFRASTRUCTURE_SYNC_REJECT: Market data stale (news_ingest_332s)`: 1

## Learning candidates (not auto-applied)
- Reject reason 'impact_below_threshold' occurred 108 times on 2026-07-09
- Reject reason 'underlying_reaction_disagrees' occurred 3 times on 2026-07-09
- missed_due_to_scanner_gap: add category or source for: general_catalyst, general_catalyst, general_catalyst, oil_supply_or_geopolitical_shock, oil_supply_or_geopolitical_shock
- AMD had intraday confirmation window 09:45:00–10:20:00 (stored replay)
- AMD replay final monitor status: reject_vwap
- INTC had intraday confirmation window 09:45:00–09:50:00 (stored replay)
- INTC replay final monitor status: reject_vwap
- USO had intraday confirmation window 09:45:00–10:42:00 (stored replay)
- USO replay final monitor status: confirmed
- JETS had intraday confirmation window 09:50:00–10:20:00 (stored replay)
- JETS replay final monitor status: confirmed
- AAPL had intraday confirmation window 09:45:00–10:01:00 (stored replay)
- AAPL replay final monitor status: confirmed
- DAL had intraday confirmation window 09:45:00–10:19:00 (stored replay)
- DAL replay final monitor status: pending_vwap_confirmation
- NVDA had intraday confirmation window 09:45:00–09:53:00 (stored replay)
- NVDA replay final monitor status: reject_vwap
- IBM had intraday confirmation window 09:45:00–13:23:00 (stored replay)
- IBM replay final monitor status: confirmed

## 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