PERMANENT RECORDREGISTRO PERMANENTE · LEDGER-SCHEMA-1.0
LEDGER — 2026-07-14
Commit recordRegistro de commit
- sha256
- 1d656cb95c33b6997c50f25fa82d82588eaccfa700d6ac0e3f3723da59217b29
- sealed_at
- 2026-07-14T18:32:28-04:00
- published_at
- 2026-07-14T16:05:00-04:00
- schema
- LEDGER-SCHEMA-1.0
RegimeRégimen
Regime:Régimen: risk_on
The sealed tableLa tabla sellada
Rendered verbatim from the sealed file. All 16 rows are included, Pass rows are never filtered out.
Renderizada tal cual del archivo sellado. Las 16 filas están incluidas, las filas Pass nunca se filtran.
LONG
| TICKER | CES | TIER | KVD | CAT | DAYS-CATALYSTDÍAS-CATALIZADOR |
|---|---|---|---|---|---|
| $NXTC | 77 | Prime | pro-forma pipeline value + $320M financed cash | ma_deal | 0 |
| $SPRO | 17 | Marginal | non-dilutive funding + immunology pipeline value | ma_deal | 0 |
| $TSEM | 15 | Marginal | SiPho/AI-datacenter capacity + 2028 revenue model | guidance_raise | 0 |
| $NIO | 15 | Pass | premium-SUV volume + swing to profitability | analyst_initiation | 1 |
| $PMN | 13 | Pass | PMN310 oligomer-selective target engagement | clinical_data | 0 |
| $LVLU | 11 | Pass | takeout optionality / strategic-review premium | ma_deal | 1 |
| $VMAR | 9 | Pass | gross-margin / cash-generation inflection | earnings_beat | 1 |
| $GFUZ | 9 | Pass | fusion-scarcity listing premium (no KVD) | other | 1 |
| $WKEY | 8 | Pass | revenue growth vs reaffirmed FY guide | earnings_beat | 1 |
| $PLUR | 6 | Pass | none — insider ownership PR | other | 0 |
| $NAMI | 3 | Pass | none — listing-compliance admin event | other | 0 |
| $PSNL | 3 | Pass | MRD/NeXT Personal volume ramp | analyst_initiation | 1 |
SHORT
| TICKER | CES | TIER | KVD | CAT | DAYS-CATALYSTDÍAS-CATALIZADOR |
|---|---|---|---|---|---|
| $IBM | 40 | Quality | — | guidance_cut | — |
| $ERIC | 35 | Marginal | — | margin_compression | — |
| $SILO | 21 | Marginal | — | offering_dilution | — |
| $AMIX | 0 | Pass | — | offering_dilution | — |
KVD notesNotas KVD
$NXTC — Prime — CES 77
All-stock reverse merger with Avere Therapeutics (oral inflammatory-disease asset) + concurrent $320M private financing led by Fairmount/Hansoh; combined co to trade as AVRX. Pre-mkt +304%.
$IBM — Quality — CES 40
Q2 profit warning: prelim EPS $2.93 vs $3.01, rev $17.2B vs $17.86B; software/infra weak; HSBC cut to Reduce
Verify
The reader does not trust; the reader checks.
El lector no confía; el lector verifica.
$ curl -sO https://rcacatalyst.vip/ledger/2026-07-14.json
$ sha256sum 2026-07-14.json
1d656cb95c33b6997c50f25fa82d82588eaccfa700d6ac0e3f3723da59217b29
This hash was published before the opening bell,
at 18:32:28 ET, and has not changed. $ curl -sO https://rcacatalyst.vip/ledger/2026-07-14.json
$ sha256sum 2026-07-14.json
1d656cb95c33b6997c50f25fa82d82588eaccfa700d6ac0e3f3723da59217b29
Este hash se publicó antes de la campana de apertura,
a las 18:32:28 ET, y no ha cambiado. Disclaimer & immutabilityDescargo e inmutabilidad
This is an impersonal publication of general and regular circulation. It is not investment advice, is not tailored to any person, and creates no advisory or fiduciary relationship. No entry, exit, or position sizing guidance is given.
IMMUTABILITY: rows are never edited after publication. Corrections are appended below, dated and timestamped. The original text and the original hash remain.
Esta es una publicación impersonal de circulación general y regular. No es asesoría de inversión, no está adaptada a ninguna persona, y no crea relación de asesoría ni fiduciaria. No se da indicación de entrada, salida ni tamaño de posición.
INMUTABILIDAD: las filas nunca se editan después de publicadas. Las correcciones se anexan abajo, fechadas y con timestamp. El texto original y el hash original permanecen.
POST-CLOSE ENGINE REVIEW — appended REVISIÓN DEL ENGINE POST-CIERRE — anexada 2026-07-14T20:06:40-04:00
Written after the close by the RCA Engine pass over the labeled outcomes. Appended; the sealed file, its hash and every section above are untouched.
Escrita después del cierre por el repaso del RCA Engine sobre los resultados etiquetados. Anexada; el archivo sellado, su hash y cada sección de arriba permanecen intactos.
$NXTC — Prime — CES 77
The Prime row on the NXTC reverse merger scored forward magnitude the opening gap had already paid. With no ticker history (hist_label INSUF) the magnitude multiplier was read from the gap itself, a lagging-information circularity in which the same print served as both the catalyst and the evidence, and the open-to-close prior projected +8.1% against a realized -21.2%. The same-day control makes the defect visible: SPRO carried an identical catalyst score and identical tradeability and sealed at CES 17.
LONG book
The Engine proposed two rules for opening gaps of 50% or more: cap rows whose KVD is classified emergent or pro-forma at Marginal regardless of the event score, and penalize emergent KVDs lacking a verifiable cash-flow metric on day zero by 30% of the magnitude component. The diagnosis was correct, the predicate was not. The emergent class is protected in four places of the model because it carries the strongest C4 pattern; the cap and the penalty together would double-count against the deepest-wins rule; and the day-zero cash-flow test fires on every clinical-stage readout the model exists to score. The proposed 50% threshold landed near the independently derived boundary, corroboration, not proof.
LONG book
Three scoring-loop defects surfaced by the same session. The signature test checked the gap on one side only, so a row with the opposite signature could pass as a golden match. The open-to-close prior extrapolated beyond its last populated cell, whose data reach +37.6%. And three of 31 historical rows carried urgency blocks that existed in prose but not in code.