Daily Replay · Jul 24, 2026

What the bot did vs what it should have done

129
News received
78
FN decisions
0
Trades taken
61
Missed flagged
0
Backtrack events
2
Slippage rows
2
Paper fills
Avg premium expansion
Reject reasons

3 reason types

ReasonCount
impact_below_threshold|unrouted_backfill_no_enter 46
duplicate_headline|unrouted_backfill_no_enter 16
invalid_ticker_token:GENERAL 16
Validation & P/L

Replay engine health

  • Actual bot P/L: $0.00
  • Validation tests: 10/10
  • AI learning promote: Review recommended
  • Generated: Jul 24, 2026 6:45 PM EDT
  • Top errors:
  • • high_miss_rate
Missed Fast News (sample)

Showing 50 of 61

TickerReject / reasonHeadlineLesson
AAPL missed_due_to_scanner_gap_or_no_decision Everyone Talks GPUs, But CPUs Benefit From Agentic AI—Intel Earnings Stop Tech Stocks Bleeding
SPY missed_due_to_scanner_gap_or_no_decision Shares of foundry, fabricator and IDM semiconductor companies are trading lower as the industry pulls back from earlier
QQQ missed_due_to_scanner_gap_or_no_decision Shares of foundry, fabricator and IDM semiconductor companies are trading lower as the industry pulls back from earlier
XLE missed_due_to_scanner_gap_or_no_decision Shares of foundry, fabricator and IDM semiconductor companies are trading lower as the industry pulls back from earlier
USO missed_due_to_scanner_gap_or_no_decision Shares of foundry, fabricator and IDM semiconductor companies are trading lower as the industry pulls back from earlier
GOOGL missed_due_to_scanner_gap_or_no_decision Warren Buffett Says Alphabet Is More Likely to Win Than 95% of Wall Street — But Adds ‘I Don’t Like It as Well as’ Coca-
NVDA missed_due_to_scanner_gap_or_no_decision Nvidia, Meta and 23 Others Put Their Names on Open-Weight AI Letter — Google, Amazon and the Closed Labs Keep Theirs Off
GENERAL missed_due_to_scanner_gap_or_no_decision Citigroup Maintains Buy on Honeywell Intl, Raises Price Target to $279
IBM missed_due_to_scanner_gap_or_no_decision Citigroup Maintains Buy on IBM, Lowers Price Target to $245
INTC missed_due_to_scanner_gap_or_no_decision Intel Slides Despite Strong Quarter as Street Weighs $20 Billion Capex Plan
INTC missed_due_to_scanner_gap_or_no_decision Morgan Stanley Maintains Equal-Weight on Intel, Raises Price Target to $84
GENERAL missed_due_to_scanner_gap_or_no_decision Mizuho Maintains Neutral on Travelers Companies, Raises Price Target to $343
GENERAL missed_due_to_scanner_gap_or_no_decision JP Morgan Maintains Overweight on Dow, Lowers Price Target to $40
INTC missed_due_to_scanner_gap_or_no_decision Truist Securities Maintains Hold on Intel, Raises Price Target to $108
USO missed_due_to_scanner_gap_or_no_decision S&P 500 Rises As Oil Sinks On Iran Talk Hopes: Stock Market Today
INTC missed_due_to_scanner_gap_or_no_decision JP Morgan Maintains Underweight on Intel, Raises Price Target to $85
INTC missed_due_to_scanner_gap_or_no_decision Roth Capital Maintains Buy on Intel, Raises Price Target to $120
GENERAL missed_due_to_scanner_gap_or_no_decision How $100 Oil Just Repriced Tech: This Is Rotation, Not Liquidation—Confirmation Could Come Next Week
INTC missed_due_to_scanner_gap_or_no_decision Intel Stock Slips Despite Blowout Quarter: Here's What 4 Analysts Are Saying
KEEP missed_due_to_scanner_gap_or_no_decision American Express CEO Says Consumers Keep Spending Despite Economic Uncertainty
INTC missed_due_to_scanner_gap_or_no_decision Everyone Talks GPUs, But CPUs Benefit From Agentic AI—Intel Earnings Stop Tech Stocks Bleeding
INTC missed_due_to_scanner_gap_or_no_decision Everyone Talks GPUs, But CPUs Benefit From Agentic AI—Intel Earnings Stop Tech Stocks Bleeding
ABOVE missed_due_to_scanner_gap_or_no_decision Verizon Communications shares are trading higher after the company reported better-than-expected Q2 adjusted EPS result
AAPL missed_due_to_scanner_gap_or_no_decision Google Goes Cash Flow Negative for First Time Since 2004, Is Apple the Anti-CapEx AI Trade?
INTC missed_due_to_scanner_gap_or_no_decision Stifel Maintains Hold on Intel, Lowers Price Target to $110
INTC missed_due_to_scanner_gap_or_no_decision Intel Just Took 14A Off Death Row — The 2028 Clock Is Ticking
BULL missed_due_to_scanner_gap_or_no_decision Robinhood, Hyperliquid Could Lead Crypto's Next Bull Market, Says Matthew Sigel: 'Wall Street Is Going Onchain'
INTC missed_due_to_scanner_gap_or_no_decision Verizon CEO Says Revenue From Mobility And Broadband Expected To Grow Around 4% In Q4; AI Infrastructure Revenue To Star
INTC missed_due_to_scanner_gap_or_no_decision Intel’s AI Boom Raked in $2.5 Billion—Then Its Foundry Lost 84% of It
SPY missed_due_to_scanner_gap_or_no_decision Stock Market Today: S&P 500, Dow Jones, Nasdaq 100 Futures Gain as Oil Prices Decline—Intel, Edwards Lifesciences, SAP i
QQQ missed_due_to_scanner_gap_or_no_decision Stock Market Today: S&P 500, Dow Jones, Nasdaq 100 Futures Gain as Oil Prices Decline—Intel, Edwards Lifesciences, SAP i
INTC missed_due_to_scanner_gap_or_no_decision Wedbush Maintains Neutral on Intel, Raises Price Target to $98
GOOGL missed_due_to_scanner_gap_or_no_decision Alphabet Lost $294 Billion in One Brutal Day — Almost an Entire Palantir
INTC missed_due_to_scanner_gap_or_no_decision Rosenblatt Maintains Sell on Intel, Raises Price Target to $80
LANDS missed_due_to_scanner_gap_or_no_decision Salesforce Lands $1.6B Veterans Affairs Agreement as AI Adoption Accelerates
GAINS missed_due_to_scanner_gap_or_no_decision Verizon Gains Subscribers Without Price Wars, Raises Outlook
INTC missed_due_to_scanner_gap_or_no_decision Cantor Fitzgerald Maintains Neutral on Intel, Lowers Price Target to $125
AMGEN missed_due_to_scanner_gap_or_no_decision Amgen Disagrees With FDA Proposal To Withdraw TAVNEOS From U.S. Market; Submitted Data And Analyses To FDA To Request He
INTC missed_due_to_scanner_gap_or_no_decision These Analysts Revise Their Forecasts On Intel Following Q2 Results
INTC missed_due_to_scanner_gap_or_no_decision Wells Fargo Maintains Equal-Weight on Intel, Raises Price Target to $120
AAPL missed_due_to_scanner_gap_or_no_decision Why Wall Street Says Intel's Rich Valuation May Still Be Worth Paying
INTC missed_due_to_scanner_gap_or_no_decision Intel Sees Q3 Adj EPS $0.38 vs $0.24 Est; Sees Sales $15.800B-$16.800B vs $15.014B Est
INTC missed_due_to_scanner_gap_or_no_decision Intel Q2 Adj. EPS $0.42 Beats $0.21 Estimate, Sales $16.128B Beat $14.417B Estimate
INTC missed_due_to_scanner_gap_or_no_decision Intel Sees Q3 GAAP EPS $0.31 vs $0.13 Est
INTC missed_due_to_scanner_gap_or_no_decision Intel CFO David Zinsner Says Plans To Raise Capital Expenditures From $18B To $20B For 2026; Intel Plans For Capital Exp
INTC missed_due_to_scanner_gap_or_no_decision Intel Just Reported Earnings. Here's What It Means for the AI Trade.
INTC missed_due_to_scanner_gap_or_no_decision Intel Earnings Spark Bullish Reactions as Jim Cramer Calls 'Intel's the One,' Gene Munster Says Investors Can 'Sleep Wel
AMD missed_due_to_scanner_gap_or_no_decision AMD's Anthropic and OpenAI Deals Power $2 Trillion AI Ambitions
GENERAL missed_due_to_scanner_gap_or_no_decision Nasdaq Tumbles Over 2% Amid Higher Oil Prices: Investor Sentiment Weakens, Greed Index Remains In ‘Fear’ Zone
AMD missed_due_to_scanner_gap_or_no_decision AMD Stock Could Surge 48% as Daniel Newman Calls It a 'Top Conviction'—Patrick Moorhead Sees $200 Billion Server CPU Mar
Learning candidates

Not auto-applied — review only

  • Reject reason 'impact_below_threshold|unrouted_backfill_no_enter' occurred 46 times on 2026-07-24
  • Reject reason 'duplicate_headline|unrouted_backfill_no_enter' occurred 16 times on 2026-07-24
  • Reject reason 'invalid_ticker_token:GENERAL' occurred 16 times on 2026-07-24
  • missed_due_to_scanner_gap: add category or source for: AI_hardware_direct_catalyst, general_catalyst, general_catalyst, general_catalyst, general_catalyst
  • Scanner gap: GENERAL — How $100 Oil Just Repriced Tech: This Is Rotation, Not Liquidation—Confirmation

Multiple validated patterns detected — review before promoting to AI rules.

Dev action items

Auto-generated notes

# Dev action items — 2026-07-24

## Detected errors
- **high_miss_rate**: 61 potential missed FN opportunities flagged

## Top reject reasons
- `impact_below_threshold|unrouted_backfill_no_enter`: 46
- `duplicate_headline|unrouted_backfill_no_enter`: 16
- `invalid_ticker_token:GENERAL`: 16

## Learning candidates (not auto-applied)
- Reject reason 'impact_below_threshold|unrouted_backfill_no_enter' occurred 46 times on 2026-07-24
- Reject reason 'duplicate_headline|unrouted_backfill_no_enter' occurred 16 times on 2026-07-24
- Reject reason 'invalid_ticker_token:GENERAL' occurred 16 times on 2026-07-24
- missed_due_to_scanner_gap: add category or source for: AI_hardware_direct_catalyst, general_catalyst, general_catalyst, general_catalyst, general_catalyst
- Scanner gap: GENERAL — How $100 Oil Just Repriced Tech: This Is Rotation, Not Liquidation—Confirmation 
- Scanner gap: INTC — Roth Capital Maintains Buy on Intel, Raises Price Target to $120
- Scanner gap: INTC — JP Morgan Maintains Underweight on Intel, Raises Price Target to $85
- Scanner gap: USO — S&P 500 Rises As Oil Sinks On Iran Talk Hopes: Stock Market Today
- Scanner gap: INTC — Truist Securities Maintains Hold on Intel, Raises Price Target to $108
- Scanner gap: GENERAL — JP Morgan Maintains Overweight on Dow, Lowers Price Target to $40
- Scanner gap: GENERAL — Mizuho Maintains Neutral on Travelers Companies, Raises Price Target to $343
- Scanner gap: INTC — Morgan Stanley Maintains Equal-Weight on Intel, Raises Price Target to $84
- Scanner gap: INTC — Intel Slides Despite Strong Quarter as Street Weighs $20 Billion Capex Plan
- Scanner gap: IBM — Citigroup Maintains Buy on IBM, Lowers Price Target to $245
- Scanner gap: GENERAL — Citigroup Maintains Buy on Honeywell Intl, Raises Price Target to $279
- Scanner gap: NVDA — Nvidia, Meta and 23 Others Put Their Names on Open-Weight AI Letter — Google, Am
- Scanner gap: GOOGL — Warren Buffett Says Alphabet Is More Likely to Win Than 95% of Wall Street — But
- Scanner gap: USO — Shares of foundry, fabricator and IDM semiconductor companies are trading lower 
- Scanner gap: XLE — Shares of foundry, fabricator and IDM semiconductor companies are trading lower 
- Scanner gap: QQQ — Shares of foundry, fabricator and IDM semiconductor companies are trading lower 
- Scanner gap: SPY — Shares of foundry, fabricator and IDM semiconductor companies are trading lower 
- Scanner gap: AAPL — Everyone Talks GPUs, But CPUs Benefit From Agentic AI—Intel Earnings Stop Tech S
- QQQ had intraday confirmation window 09:45:00–10:24:00 (stored replay)
- QQQ replay final monitor status: pending_vwap_confirmation
- MU had intraday confirmation window 09:45:00–09:48:00 (stored replay)
- MU replay final monitor status: pending_vwap_confirmation
- SMH had intraday confirmation window 09:45:00–09:49:00 (stored replay)
- SMH replay final monitor status: pending_vwap_confirmation
- WDC had intraday confirmation window 09:45:00–09:49:00 (stored replay)
- WDC replay final monitor status: pending_vwap_confirmation
- NVDA had intraday confirmation window 09:50:00–09:56:00 (stored replay)
- NVDA replay final monitor status: pending_vwap_confirmation

## 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