# Dev action items — 2026-08-04

## Detected errors
- **high_miss_rate**: 59 potential missed FN opportunities flagged

## Top reject reasons
- `impact_below_threshold`: 22
- `impact_below_threshold|unrouted_backfill_no_enter`: 8
- `underlying_reaction_disagrees`: 4
- `duplicate_headline|unrouted_backfill_no_enter`: 3
- `REJECT_HEADLINE_TICKER_MISMATCH`: 1
- `duplicate_headline`: 1

## Learning candidates (not auto-applied)
- Reject reason 'impact_below_threshold' occurred 22 times on 2026-08-04
- Reject reason 'impact_below_threshold|unrouted_backfill_no_enter' occurred 8 times on 2026-08-04
- Reject reason 'underlying_reaction_disagrees' occurred 4 times on 2026-08-04
- Reject reason 'duplicate_headline|unrouted_backfill_no_enter' occurred 3 times on 2026-08-04
- missed_due_to_scanner_gap: add category or source for: general_catalyst, single_stock_corporate_catalyst_gt_8_percent_first_move, general_catalyst, general_catalyst, general_catalyst
- Scanner gap: GENERAL — 'Goldman Sachs Creates $1 Billion Reinsurance Pool With Talcott' - Bloomberg
- Scanner gap: GENERAL — HP, Asus, Acer Quietly Embrace Limited CXMT Chips Amid Tight DRAM Supply, as The
- Scanner gap: GENERAL — McDonald's Says It Expects 2026 Capital Expenditures Between $3.7B And $3.9B, Fr
- Scanner gap: GENERAL — McDonald's Q2 Global Comparable Sales Increased 1.3%; US Comparable Sales Were U
- Scanner gap: GENERAL — McDonald's Q2 Adj. EPS $3.38 Beats $3.32 Estimate, Sales $7.099B Miss $7.128B Es
- Scanner gap: GENERAL — Dow Closes at Record High, Nasdaq Surges 2%, but Fear & Greed Index Signals Inve
- Scanner gap: GENERAL — 'US has used 'virtually all' of its long-range precision missiles during Iran wa
- Scanner gap: GENERAL — Snap's $2,195 Glasses Will See 'Mass Market Adoption' By End of Decade, Says CEO
- Scanner gap: GENERAL — Chuck Schumer Says Iran War a 'Gift' to Trump's 'Big Oil' Friends Who Bankrolled
- Scanner gap: GENERAL — Spotify Earnings Prediction Market Preview: What Will Its New Co-CEOs Say?
- Scanner gap: GENERAL — Congressman Who Spent Millions on Magnificent Seven Stocks Just Bought Another T
- Scanner gap: GENERAL — Spider-Man Swings Into the Record Books: How Sony’s Bet on One Comic Book Charac
- Scanner gap: GENERAL — Hyperscaler Capex Tops $1.2 Trillion: These Nine Stocks Are Cashing In, BofA Say
- Scanner gap: GENERAL — SpaceX Could Swing $204 Billion After Earnings
- Scanner gap: GENERAL — Why Is Applied Digital Stock Surging Monday?
- Scanner gap: GENERAL — 5 Financials Stocks Whale Activity In Today’s Session
- Scanner gap: GENERAL — 6 Health Care Stocks Whale Activity In Today’s Session
- Scanner gap: GENERAL — 10 Information Technology Stocks With Whale Alerts In Today’s Session
- Scanner gap: GENERAL — Chevron Expands Base Oils Network With New Partnerships
- Scanner gap: GENERAL — McDonald’s Q2 Preview: World Cup, New $3 Menu, Higher Gas Prices – Which Theme W
- Scanner gap: GENERAL — Yen Intervention And Falling Oil Help Stocks, But Selling In Korea Throws A Monk
- Scanner gap: GENERAL — Jamie Dimon's $750 Billion Housing Bet Puts Homebuilder ETFs Back in Focus
- Scanner gap: GENERAL — Dr. Copper Is Flashing An Economic Boom: Industrial Stocks Just Confirmed It
- Scanner gap: GENERAL — What Is Going On With Nebius Stock On Monday?
- Scanner gap: GENERAL — These Analysts Increase Their Forecasts On Chevron Following Upbeat Q2 Earnings
- Scanner gap: GENERAL — CoreWeave Stock Jumps as AI Data-Center Demand Skyrockets Ahead of Q2 Earnings
- Scanner gap: GENERAL — Trump Warns Oil Executives: 'Get Your Retail Prices Down, NOW!'
- Scanner gap: GENERAL — 'White House to Host AI Companies on Tuesday to Review AI Framework' - The Infor
- Scanner gap: GENERAL — Bernstein Maintains Market Perform on Chevron, Raises Price Target to $209
- Scanner gap: GENERAL — HF Sinclair's Lubricants & Specialties Segments Inks Commercial Agreements With 
- Scanner gap: GENERAL — Wells Fargo Maintains Overweight on Johnson & Johnson, Raises Price Target to $2
- Scanner gap: GENERAL — Barclays Maintains Equal-Weight on Chevron, Raises Price Target to $216
- Scanner gap: GENERAL — Chevron Expands Base Oil Distribution Across North America, Adds HF Sinclair, Re
- Scanner gap: GENERAL — 5 Stocks In The Spotlight From Wall Street's Most Accurate Analysts Last Month
- Scanner gap: GENERAL — Steve Hanke Says AI Won't Replace Workers Because It's 'Incredibly Costly:' 'Bus
- Scanner gap: GENERAL — Wall Street Questioned the AI Boom, Earnings Are Delivering: Here Are the ETFs Y
- Scanner gap: INTC — Intel Stock Up Nearly 8%: AI Growth Narrative Trumps Foundry Capex Concerns
- Scanner gap: INTC — Arm Jumps More Than 11%: Data Center Royalty Growth Drives Post-Selloff Semicond
- Scanner gap: NKE — Nike’s 'Win Now' Plan May Be a Long Game, JPMorgan Warns
- Scanner gap: MU — EXCLUSIVE: Top 12 Most-Searched Tickers in July on Benzinga Pro – SpaceX, Tesla,
- Scanner gap: MRVL — Marvell Stock Surges 10%: Next-Gen AI Storage Unveiled Ahead of Q2 Earnings
- Scanner gap: AMZN — 47% Earnings Growth? Not Really; Bezos Sells Amazon Stock; Strong Earnings From 
- AAPL had intraday confirmation window 09:41:00–09:42:00 (stored replay)
- AAPL replay final monitor status: pending_vwap_confirmation
- NVDA had intraday confirmation window 09:46:00–09:47:00 (stored replay)
- NVDA replay final monitor status: pending_vwap_confirmation
- XOM replay final monitor status: watching
- MRVL had intraday confirmation window 09:48:00–09:49:00 (stored replay)
- MRVL replay final monitor status: pending_vwap_confirmation
- JETS had intraday confirmation window 09:38:00–09:40:00 (stored replay)
- JETS replay final monitor status: pending_vwap_confirmation
- USO had intraday confirmation window 09:41:00–09:42:00 (stored replay)
- USO replay final monitor status: pending_vwap_confirmation
- AVGO had intraday confirmation window 09:46:00–09:47:00 (stored replay)
- AVGO replay final monitor status: pending_vwap_confirmation
- INTC had intraday confirmation window 09:41:00–09:42:00 (stored replay)
- INTC replay final monitor status: pending_vwap_confirmation
- ARM had intraday confirmation window 09:46:00–09:47:00 (stored replay)
- ARM replay final monitor status: pending_vwap_confirmation
- XLE had intraday confirmation window 09:34:00–09:37:00 (stored replay)
- XLE replay final monitor status: reject_vwap
- SMCI had intraday confirmation window 09:51:00–09:52:00 (stored replay)
- SMCI replay final monitor status: pending_vwap_confirmation
- TSM had intraday confirmation window 09:46:00–09:47:00 (stored replay)
- TSM replay final monitor status: pending_vwap_confirmation
- AMD had intraday confirmation window 09:39:00–09:40:00 (stored replay)
- AMD replay final monitor status: pending_vwap_confirmation
- MU had intraday confirmation window 09:46:00–09:47:00 (stored replay)
- MU replay final monitor status: pending_vwap_confirmation
- DAL had intraday confirmation window 11:38:00–11:40:00 (stored replay)
- DAL 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