Daily Replay · Aug 17, 2026

What the bot did vs what it should have done

65
News received
33
FN decisions
0
Trades taken
39
Missed flagged
65
Backtrack events
0
Slippage rows
0
Paper fills
Avg premium expansion
Reject reasons

2 reason types

ReasonCount
impact_below_threshold 28
duplicate_headline 5
Validation & P/L

Replay engine health

  • Actual bot P/L: $0.00
  • Validation tests: 10/10
  • AI learning promote: Not yet
  • Generated: Aug 17, 2026 6:45 PM EDT
Missed Fast News (sample)

Showing 32 of 32

TickerReject / reasonHeadlineLesson
NVDA missed_due_to_scanner_gap_or_no_decision Anthropic's Revenue Jumps 14x; Chinese AI Targets Nvidia's Moat
QQQ missed_due_to_scanner_gap_or_no_decision Anthropic's Revenue Jumps 14x; Chinese AI Targets Nvidia's Moat
MU missed_due_to_scanner_gap_or_no_decision SanDisk Rips 10%, Micron Rises 6% as AI Memory Frenzy Builds: Stock Market Today
QQQ missed_due_to_scanner_gap_or_no_decision Nike shares are trading lower as the company hits a 12-year low. Continued weakness may be a result of sympathy with On
SPY missed_due_to_scanner_gap_or_no_decision Nike shares are trading lower as the company hits a 12-year low. Continued weakness may be a result of sympathy with On
XLE missed_due_to_scanner_gap_or_no_decision Nike shares are trading lower as the company hits a 12-year low. Continued weakness may be a result of sympathy with On
AAPL missed_due_to_scanner_gap_or_no_decision Micron’s AI Boom Could Unlock a $640 Billion Cash Flow Machine, But the Market Barely Sees It
AAPL missed_due_to_scanner_gap_or_no_decision Reported Aug. 14: 'U.S. Urges Apple Not to Buy Chinese Memory Chips' - WSJ Exclusive
INTC missed_due_to_scanner_gap_or_no_decision QUICK SPARK: Intel Stock Rises After CEO Spends $10 Million on Shares
INTC missed_due_to_scanner_gap_or_no_decision QUICK SPARK: Intel Stock Rises After CEO Spends $10 Million on Shares
INTC missed_due_to_scanner_gap_or_no_decision What's Going On With Intel Stock Monday?
QQQ missed_due_to_scanner_gap_or_no_decision 'Nvidia To Invest $100B For OpenAI Data Centre In Ohio' - Financial Times
NVDA missed_due_to_scanner_gap_or_no_decision 'Nvidia To Invest $100B For OpenAI Data Centre In Ohio' - Financial Times
MU missed_due_to_scanner_gap_or_no_decision David Tepper Cuts Micron Stake, Exits SanDisk as Appaloosa Goes Big on These Magnificent 7 Stocks in Q2
GOOGL missed_due_to_scanner_gap_or_no_decision Viking Global Bets Big On SpaceX While Ditching CoreWeave, Alphabet in Q2
NVDA missed_due_to_scanner_gap_or_no_decision NVIDIA Says OpenAI Committed To Substantial Deployments Of NVIDIA AI Infrastructure Through 2030; Each Generation Of NVI
QQQ missed_due_to_scanner_gap_or_no_decision Stock Market Futures Mixed: Dow Futures Slips, Nasdaq 100, S&P 500 Rises as Fed Rate Hike Odds Drop to 30% for September
SPY missed_due_to_scanner_gap_or_no_decision Stock Market Futures Mixed: Dow Futures Slips, Nasdaq 100, S&P 500 Rises as Fed Rate Hike Odds Drop to 30% for September
MU missed_due_to_scanner_gap_or_no_decision Stock Market Futures Mixed: Dow Futures Slips, Nasdaq 100, S&P 500 Rises as Fed Rate Hike Odds Drop to 30% for September
QQQ missed_due_to_scanner_gap_or_no_decision Nvidia Secures Land, Power And Shell Capacity To Host Compute Capacity Via Partnership With SB Energy At The PORTS-Pike
MU missed_due_to_scanner_gap_or_no_decision Stock Market Today: Dow Futures Slip, S&P 500 Rises as September Fed Hike Odds Fall to 30%—SanDisk, Micron, HIVE in Focu
AAPL missed_due_to_scanner_gap_or_no_decision Appaloosa Management Takes New Stake In Apple With 835,000 Shares
SPY missed_due_to_scanner_gap_or_no_decision S&P 500 Set Records, SanDisk Jumped 60% Off July's Lows: This Week on Wall Street
AAPL missed_due_to_scanner_gap_or_no_decision Viking Global Investors Dissolves Share Stake In Apple Inc
INTC missed_due_to_scanner_gap_or_no_decision Coatue Management Reports Share Stake Of 12.1M Shares In Intel
INTC missed_due_to_scanner_gap_or_no_decision Soros Fund Management Reports Share Stake Of 100,000 Shares In Intel Corp
INTC missed_due_to_scanner_gap_or_no_decision Intel Form4 Filing Shows CEO Lip-Bu Tan Buys 105,263 Shares At $95/Share, Increasing Indirect Holdings To 1.31M Shares
MSFT missed_due_to_scanner_gap_or_no_decision Bill Ackman Exits Alphabet, Raises Bets on Microsoft & Meta
NVDA missed_due_to_scanner_gap_or_no_decision 'Nvidia Downsizes Plans for $250 Billion Guarantee of OpenAI Data Center' - WSJ Exclusive
AMZN missed_due_to_scanner_gap_or_no_decision Americans Are Pulling Back on Spending as US Retail Sales Fell 0.6% in July: Amazon, Non-Store Retailers Hit Hardest
MU missed_due_to_scanner_gap_or_no_decision Stanley Druckenmiller Just Made a Big Bet on IREN While Dumping Broadcom, Intel and Micron
MU missed_due_to_scanner_gap_or_no_decision Stock Market Today: Dow Futures Slip, S&P 500 Rises as September Fed Hike Odds Fall to 30% — SanDisk, Micron, HIVE in Fo
Missed A+ setups

7 setup(s)

TickerDirectionStatusNotes
XLE PUT reject_vwap_confirmed premarket_setup_rejected_by_rules
JETS CALL reject_vwap_confirmed premarket_setup_rejected_by_rules
MSTR PUT reject_vwap_confirmed premarket_setup_rejected_by_rules
NOW CALL reject_vwap_confirmed premarket_setup_rejected_by_rules
NVDA CALL reject_vwap_confirmed premarket_setup_rejected_by_rules
SMCI CALL reject_vwap_confirmed premarket_setup_rejected_by_rules
TSM CALL reject_vwap_confirmed premarket_setup_rejected_by_rules
Learning candidates

Not auto-applied — review only

  • Reject reason 'impact_below_threshold' occurred 28 times on 2026-08-17
  • Reject reason 'duplicate_headline' occurred 5 times on 2026-08-17
  • missed_due_to_scanner_gap: add category or source for: AI_hardware_direct_catalyst, AI_hardware_direct_catalyst, general_catalyst, general_catalyst, general_catalyst
  • Scanner gap: MU — Stock Market Today: Dow Futures Slip, S&P 500 Rises as September Fed Hike Odds F
  • Scanner gap: MU — Stanley Druckenmiller Just Made a Big Bet on IREN While Dumping Broadcom, Intel

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

Dev action items

Auto-generated notes

# Dev action items — 2026-08-17

## Detected errors
- None critical

## Top reject reasons
- `impact_below_threshold`: 28
- `duplicate_headline`: 5

## Learning candidates (not auto-applied)
- Reject reason 'impact_below_threshold' occurred 28 times on 2026-08-17
- Reject reason 'duplicate_headline' occurred 5 times on 2026-08-17
- missed_due_to_scanner_gap: add category or source for: AI_hardware_direct_catalyst, AI_hardware_direct_catalyst, general_catalyst, general_catalyst, general_catalyst
- Scanner gap: MU — Stock Market Today: Dow Futures Slip, S&P 500 Rises as September Fed Hike Odds F
- Scanner gap: MU — Stanley Druckenmiller Just Made a Big Bet on IREN While Dumping Broadcom, Intel 
- Scanner gap: INTC — Intel Form4 Filing Shows CEO Lip-Bu Tan Buys 105,263 Shares At $95/Share, Increa
- Scanner gap: INTC — Soros Fund Management Reports Share Stake Of 100,000 Shares In Intel Corp
- Scanner gap: INTC — Coatue Management Reports Share Stake Of 12.1M Shares In Intel
- Scanner gap: MU — Stock Market Today: Dow Futures Slip, S&P 500 Rises as September Fed Hike Odds F
- Scanner gap: NVDA — NVIDIA Says OpenAI Committed To Substantial Deployments Of NVIDIA AI Infrastruct
- Scanner gap: MU — David Tepper Cuts Micron Stake, Exits SanDisk as Appaloosa Goes Big on These Mag
- Scanner gap: INTC — What's Going On With Intel Stock Monday?
- Scanner gap: INTC — QUICK SPARK: Intel Stock Rises After CEO Spends $10 Million on Shares
- Scanner gap: INTC — QUICK SPARK: Intel Stock Rises After CEO Spends $10 Million on Shares
- Scanner gap: AAPL — Micron’s AI Boom Could Unlock a $640 Billion Cash Flow Machine, But the Market B
- Scanner gap: MU — SanDisk Rips 10%, Micron Rises 6% as AI Memory Frenzy Builds: Stock Market Today
- AAPL had intraday confirmation window 09:51:00–09:52:00 (stored replay)
- AAPL replay final monitor status: pending_vwap_confirmation
- AVGO had intraday confirmation window 10:14:00–10:17:00 (stored replay)
- AVGO replay final monitor status: reject_vwap
- MSTR had intraday confirmation window 09:59:00–10:01:00 (stored replay)
- MSTR replay final monitor status: reject_vwap
- ARM had intraday confirmation window 09:47:00–09:48:00 (stored replay)
- ARM replay final monitor status: reject_vwap
- DAL had intraday confirmation window 09:51:00–09:52:00 (stored replay)
- DAL replay final monitor status: reject_vwap
- XOM had intraday confirmation window 10:56:00–11:08:00 (stored replay)
- XOM replay final monitor status: reject_vwap
- INTC had intraday confirmation window 09:49:00–11:24:00 (stored replay)
- INTC replay final monitor status: reject_vwap
- MRVL had intraday confirmation window 09:47:00–09:48:00 (stored replay)
- MRVL replay final monitor status: reject_vwap
- USO had intraday confirmation window 09:51:00–09:52:00 (stored replay)
- USO replay final monitor status: reject_vwap
- MU had intraday confirmation window 09:41:00–09:42:00 (stored replay)
- MU replay final monitor status: reject_vwap
- JETS had intraday confirmation window 10:53:00–10:54:00 (stored replay)
- JETS replay final monitor status: reject_vwap
- NVDA had intraday confirmation window 09:53:00–09:54:00 (stored replay)
- NVDA replay final monitor status: reject_vwap
- SMCI had intraday confirmation window 09:57:00–09:58:00 (stored replay)
- SMCI replay final monitor status: reject_vwap
- XLE had intraday confirmation window 09:51:00–09:53:00 (stored replay)
- XLE replay final monitor status: reject_vwap
- TSM had intraday confirmation window 10:11:00–10:12:00 (stored replay)
- TSM replay final monitor status: reject_vwap
- NOW replay final monitor status: reject_vwap
- AMD had intraday confirmation window 09:51:00–09:52:00 (stored replay)
- AMD 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