# Dev action items — 2026-08-11

## Detected errors
- None critical

## Top reject reasons
- `impact_below_threshold`: 11
- `duplicate_headline`: 4
- `underlying_reaction_disagrees`: 1

## Learning candidates (not auto-applied)
- Reject reason 'impact_below_threshold' occurred 11 times on 2026-08-11
- Reject reason 'duplicate_headline' occurred 4 times on 2026-08-11
- missed_due_to_scanner_gap: add category or source for: AI_hardware_direct_catalyst, general_catalyst, Fed_CPI_jobs_macro_surprise, general_catalyst, AI_hardware_direct_catalyst
- Scanner gap: AAPL — Ming-Chi Kuo Challenges Report of $1 Billion in Apple Chips Stuck at TSMC: 'Tigh
- Scanner gap: INTC — Intel Prices Upsized $20B Offering Of 210,526,315 Shares At $95 Per Share, Incre
- Scanner gap: INTC — Intel Upsizes Stock Offering to $20 Billion: Dan Niles Predicts ‘Major' Foundry 
- Scanner gap: NVDA — Nvidia CEO Jensen Huang Says 'First Time' That Chips Have Become An Investable A
- Scanner gap: MSFT — ZoomInfo Launches GTM MCP Connector For Microsoft Copilot, Bringing B2B Intellig
- Scanner gap: NVDA — Nvidia's Chip Boom Is Spreading: JPMorgan Says These 6 Stocks Could Ride It
- AMD had intraday confirmation window 11:01:00–11:02:00 (stored replay)
- AMD replay final monitor status: pending_vwap_confirmation
- SMCI replay final monitor status: confirmed
- ARM replay final monitor status: pending_vwap_confirmation
- TSM had intraday confirmation window 11:00:00–11:01:00 (stored replay)
- TSM replay final monitor status: pending_vwap_confirmation
- JETS had intraday confirmation window 09:48:00–09:55:00 (stored replay)
- JETS replay final monitor status: reject_vwap
- AAPL had intraday confirmation window 12:02:00–12:03:00 (stored replay)
- AAPL replay final monitor status: reject_vwap
- INTC had intraday confirmation window 09:32:00–09:45:00 (stored replay)
- INTC replay final monitor status: confirmed
- MU had intraday confirmation window 11:01:00–11:02:00 (stored replay)
- MU replay final monitor status: pending_vwap_confirmation
- MRVL had intraday confirmation window 11:01:00–11:02:00 (stored replay)
- MRVL replay final monitor status: pending_vwap_confirmation
- AVGO had intraday confirmation window 11:01:00–11:02:00 (stored replay)
- AVGO replay final monitor status: reject_vwap
- NVDA 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