Daily Replay · Jul 22, 2026

What the bot did vs what it should have done

507
News received
668
FN decisions
0
Trades taken
34
Missed flagged
0
Backtrack events
0
Slippage rows
0
Paper fills
Avg premium expansion
Reject reasons

2 reason types

ReasonCount
impact_below_threshold|unrouted_backfill_no_enter 583
duplicate_headline|unrouted_backfill_no_enter 85
Validation & P/L

Replay engine health

  • Actual bot P/L: $0.00
  • Validation tests: 10/10
  • AI learning promote: Not yet
  • Generated: Jul 22, 2026 6:45 PM EDT
Missed Fast News (sample)

Showing 34 of 34

TickerReject / reasonHeadlineLesson
GOOGL missed_due_to_scanner_gap_or_no_decision Chip Stocks Retreat As Yemen’s Houthis Enter The War; Alphabet, Tesla Earnings Ahead
ADJ missed_due_to_scanner_gap_or_no_decision Temenos Q2 Adj. EPS $1.31 Beats $1.27 Estimate, Sales $281.485M Miss $296.537M Estimate
ADJ missed_due_to_scanner_gap_or_no_decision Temenos Affirms FY2026 Adj EPS Guidance of $4.49 vs $4.42 Est
INTC missed_due_to_scanner_gap_or_no_decision Technology And Semiconductor Securities Drive Order Flow Activity
DRONE missed_due_to_scanner_gap_or_no_decision U.S. Investigating Whether Russia Assisted Iranian Drone Attacks On CIA Sites In Gulf
OFF missed_due_to_scanner_gap_or_no_decision Iran's Commander Mousavi Warns Iran Will Cut Off Electricity Of U.S. Regional Allies If Its Bridges Or Power Plants Are
FIRST missed_due_to_scanner_gap_or_no_decision Dexcom Selected By FDA As First Participant For Technology-Enabled Meaningful Patient Outcomes For Digital Health Device
CLEAR missed_due_to_scanner_gap_or_no_decision EU Antitrust Regulators Clear Paramount's $110B Acquisition Of Warner Bros; Paramount To Ditch Its Stake In Film Distrib
TABLE missed_due_to_scanner_gap_or_no_decision FDA Approves Johnson & Johnson Table-Integrated OTTAVA Robotic Surgery System
GSK missed_due_to_scanner_gap_or_no_decision GSK Wins FDA Approval For Jideytro To Treat Previously Treated ROS1-Positive Non-Small Cell Lung Cancer
MSCI missed_due_to_scanner_gap_or_no_decision MSCI Analysts Slash Their Forecasts After Q2 Earnings
GOOGL missed_due_to_scanner_gap_or_no_decision Alphabet Earnings Jitters: The Greatest Cash Machine Ever Still Doesn't Have Enough
USO missed_due_to_scanner_gap_or_no_decision Iran's Tasnim Citing Military Source Says Tehran Will Retaliate Against Region's Infrastructure Like Bridges Or Energy S
INTC missed_due_to_scanner_gap_or_no_decision What's Going on With Intel Stock Wednesday?
CBS missed_due_to_scanner_gap_or_no_decision 'U.S. reaches deal with Saudis for nuclear energy commercial agreements' - CBS
GENERAL missed_due_to_scanner_gap_or_no_decision Zhongchao Shares Halted On Circuit Breaker To The Upside, Stock Now Up 184.35%
SHIPS missed_due_to_scanner_gap_or_no_decision 'Houthis Deploy Missiles And Drones To Attack Ships In Southern Red Sea, Naval Group Says' - CNBC
INTC missed_due_to_scanner_gap_or_no_decision President Trump Posts On Truth Social "From this point forward, any time the Islamic Republic of Iran shoots at a ship i
GDX missed_due_to_scanner_gap_or_no_decision AEGIS Hedging Solutions Agrees To Be Acquired By Private Equity At Goldman Sachs Alternatives; Financial Terms Undisclos
MSFT missed_due_to_scanner_gap_or_no_decision Microsoft Investing $60M Over AI For Science Support For U.S. Department Of Energy's Genesis Mission
COM missed_due_to_scanner_gap_or_no_decision monday.com Slashes 20% of Jobs to Double Down on AI
BRAIN missed_due_to_scanner_gap_or_no_decision Radiopharm Theranostics Announces Data From All Thirty Evaluable Patients In Its Phase 2B Trial Of RAD101 In Participant
NEARS missed_due_to_scanner_gap_or_no_decision S&P 500 Short Interest Nears Highest Since 2010 — Market Commentator Warns 'Conditions for a Short-Squeeze Are Rising'
FIRST missed_due_to_scanner_gap_or_no_decision Radiopharm Theranostics Announces Updated Clinical Results From First Two Patients In Third Cohort Of RAD204; First RECI
CURIS missed_due_to_scanner_gap_or_no_decision Curis To Announce Positive Updates On Emavusertib Studies For Lymphoma And Lymphociytic Leukemia July 22
MU missed_due_to_scanner_gap_or_no_decision What's Going on With Micron Technology Stock Wednesday?
DE missed_due_to_scanner_gap_or_no_decision Johnson & Johnson Receives FDA De Novo Authorization For Its OTTAVA Robotic Surgical System
III missed_due_to_scanner_gap_or_no_decision Summit Therapeutics Reports Updated Overall Survival Data In Phase III HARMONi Trial Of Ivonescimab Plus Chemo Showing I
BANK missed_due_to_scanner_gap_or_no_decision Reported Earlier: 'Deutsche Bank Headquarters Raided Over Old Postbank Transactions' - Bloomberg
FAILS missed_due_to_scanner_gap_or_no_decision Celldex Treatment Fails To Relieve Chronic Itch, Abandons Prurigo Nodularis Study
DR missed_due_to_scanner_gap_or_no_decision Dr Reddy's Laboratories Q1 EPS $0.06 Misses $0.17 Estimate, Sales $853.000M Miss $925.530M Estimate
TREAT missed_due_to_scanner_gap_or_no_decision BridgeBio Pharma Announces FDA Accepts For Filing Its New Drug Application For Encaleret To Treat Autosomal Dominant Hyp
DEEP missed_due_to_scanner_gap_or_no_decision Arrowhead Pharmaceuticals Announces Topline Results For Phase 3 SHASTA-3 And SHASTA-4 Clinical Studies Of Plozasiran In
COM missed_due_to_scanner_gap_or_no_decision Monday.com Initiates Restructuring With ~20% Headcount Reduction; Sees ~$45M-$55M In Net Charges; Reaffirms FY2026 Guida
Learning candidates

Not auto-applied — review only

  • Reject reason 'impact_below_threshold|unrouted_backfill_no_enter' occurred 583 times on 2026-07-22
  • Reject reason 'duplicate_headline|unrouted_backfill_no_enter' occurred 85 times on 2026-07-22
  • missed_due_to_scanner_gap: add category or source for: general_catalyst, general_catalyst, general_catalyst, general_catalyst, oil_supply_or_geopolitical_shock
  • Scanner gap: ADJ — Temenos Affirms FY2026 Adj EPS Guidance of $4.49 vs $4.42 Est
  • Scanner gap: ADJ — Temenos Q2 Adj. EPS $1.31 Beats $1.27 Estimate, Sales $281.485M Miss $296.537M E

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

Dev action items

Auto-generated notes

# Dev action items — 2026-07-22

## Detected errors
- None critical

## Top reject reasons
- `impact_below_threshold|unrouted_backfill_no_enter`: 583
- `duplicate_headline|unrouted_backfill_no_enter`: 85

## Learning candidates (not auto-applied)
- Reject reason 'impact_below_threshold|unrouted_backfill_no_enter' occurred 583 times on 2026-07-22
- Reject reason 'duplicate_headline|unrouted_backfill_no_enter' occurred 85 times on 2026-07-22
- missed_due_to_scanner_gap: add category or source for: general_catalyst, general_catalyst, general_catalyst, general_catalyst, oil_supply_or_geopolitical_shock
- Scanner gap: ADJ — Temenos Affirms FY2026 Adj EPS Guidance of $4.49 vs $4.42 Est
- Scanner gap: ADJ — Temenos Q2 Adj. EPS $1.31 Beats $1.27 Estimate, Sales $281.485M Miss $296.537M E
- Scanner gap: GOOGL — Chip Stocks Retreat As Yemen’s Houthis Enter The War; Alphabet, Tesla Earnings A
- MU had intraday confirmation window 09:45:00–09:46:00 (stored replay)
- MU replay final monitor status: pending_vwap_confirmation
- INTC had intraday confirmation window 09:45:00–09:46:00 (stored replay)
- INTC replay final monitor status: reject_vwap
- AMD had intraday confirmation window 09:45:00–10:13:00 (stored replay)
- AMD replay final monitor status: pending_vwap_confirmation
- SMH had intraday confirmation window 09:45:00–09:46:00 (stored replay)
- SMH replay final monitor status: pending_vwap_confirmation
- SOXX had intraday confirmation window 09:45:00–09:46:00 (stored replay)
- SOXX replay final monitor status: pending_vwap_confirmation
- WDC had intraday confirmation window 09:45:00–09:46:00 (stored replay)
- WDC replay final monitor status: pending_vwap_confirmation
- NVDA had intraday confirmation window 10:09:00–10:11:00 (stored replay)
- NVDA replay final monitor status: reject_vwap
- XLE had intraday confirmation window 09:45:00–09:48:00 (stored replay)
- XLE replay final monitor status: pending_vwap_confirmation
- USO had intraday confirmation window 10:39:00–10:41:00 (stored replay)
- USO replay final monitor status: pending_vwap_confirmation
- IBM had intraday confirmation window 09:45:00–09:51:00 (stored replay)
- IBM replay final monitor status: reject_vwap
- AVGO had intraday confirmation window 09:45:00–09:51:00 (stored replay)
- AVGO replay final monitor status: pending_vwap_confirmation
- MRVL had intraday confirmation window 09:45:00–09:51:00 (stored replay)
- MRVL replay final monitor status: pending_vwap_confirmation
- SMCI had intraday confirmation window 09:45:00–09:51:00 (stored replay)
- SMCI replay final monitor status: pending_vwap_confirmation
- ARM had intraday confirmation window 09:45:00–09:51:00 (stored replay)
- ARM replay final monitor status: reject_vwap
- TSM had intraday confirmation window 09:45:00–10:15:00 (stored replay)
- TSM replay final monitor status: pending_vwap_confirmation
- QQQ had intraday confirmation window 09:45:00–10:31:00 (stored replay)
- QQQ replay final monitor status: pending_vwap_confirmation
- DELL had intraday confirmation window 09:45:00–10:32:00 (stored replay)
- DELL replay final monitor status: confirmed
- NOW had intraday confirmation window 10:01:00–10:02:00 (stored replay)
- NOW replay final monitor status: reject_vwap

## 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