{
  "schema_version": "bolt-launchpad.v1",
  "generated_at": "2026-11-08T12:40:31.764Z",
  "key_source": "server",
  "model_used": "deepseek-flash",
  "narrative": {
    "confluence": "The strongest agreement sits in the asset-class block, where BoltFactors and BoltNews align on direction across US large cap (SPY 0.3% vs 0.5%), US small cap (IWM 1% both), US tech (QQQ 1.4% vs 1.6%), XLK (1.5% vs 1.6%), Dow (DIA -0.4% vs -0.5%), Gold (GLD -0.8% vs GC1 -0.8%) and US 10-year (IEF -0.1% vs TY1 -0.2%), each at confluence 0.89. Note both pipelines are flagged stale, so this is a snapshot of prior agreement rather than a live read. enCore Energy is the only ticker-level confluence, pairing an Earnings Screener score of 81.67 with a YT Briefing mention carrying no trade parameters.",
    "conflicts": "Conflict is concentrated where a screener's accumulation read meets a momentum or tape read. Equity Screener scores Applied Digital at 78.48 and MP Materials at 81.31 as Wave 1 accumulation, while YT Briefing's Trade Brigade describes a neutral, patient tape with NQ/QQQ vulnerable to a look-below-and-fail. DraftKings is the sharpest split: BoltFactors flags rvol 5.85 and -21.3% as distribution volume, Equity Screener scores it 82.66 as accumulation. Crude oil diverges too, USO 0.1% versus CL1 -0.2%. Four momentum baskets show negative BoltFactors breadth against positive Equity Screener scores.",
    "novelty": "Novelty here is mostly pairing artifacts rather than shared signal. AIB Data Centers, CapsoVision, American Strategic Investment, Rare Earths Americas and SELLAS each appear in both Earnings Screener and YT Briefing, but the YT side is unrelated podcast content — Whoop wearables, continuation vehicles, a Reddit net-worth thread, Artemis timelines — with no ticker-level linkage. The Gap is the only three-pipeline bridge at 0.55. Forgent Power and Somnigroup bridge Earnings and Equity Screener at 0.2. Treat these as watchlist candidates, not corroborated views.",
    "macro_frame": "BoltFactors labels the regime Distribution Risk, composite -0.48 at 0.81 confidence, with trend -1.25 and style -1.75 offset by size 1.7. Breadth is mixed: 54.09% above the SMA50, 54.19% above the SMA200, adv/dec 0.779, uvol/dvol 1.16, 55.32% of baskets positive. Volatility scores -1 with rv20 at the 91.7 percentile. Equity Screener's dominant wave is pullback with avg RSI 45.3, neutral, and zero breakdowns across 385 names. BoltNews context reads higher on market, futures and overnight.",
    "event_risk": "Earnings Screener carries a dense 2026-11-09 calendar, including OXY at 5.14 consensus, HRB at 6.51, KMPR at 4.02, SGI at 3.89 and INR at 3.08, alongside names reporting later in the week such as AIB Data Centers on 2026-11-11 and CapsoVision on 2026-11-12. YT Briefing's Trade Brigade flags inflation data next week as the larger macro catalyst. BetNews notes 14 sports markets excluded, leaving only macro, political and policy markets in scope. No event is assigned a probability in the digest.",
    "commentary_check": "Commentary quality varies sharply. YT Briefing entries for Applied Digital, MP Materials and Crude-adjacent names are generic tape descriptions rather than ticker-specific theses, so their directional tags should not be read as disagreement with the screeners on fundamentals. Several novel pairings attach podcast content with no market linkage at all. Equity Screener and Earnings Screener supply the only quantified scores. BoltNews and BoltFactors are flagged stale, so their directional claims describe a prior snapshot.",
    "action_queue": "For follow-up: reconcile the DraftKings distribution-versus-accumulation split, since rvol 5.85 and -21.3% is a concrete observation against a score of 82.66. Re-examine Applied Digital and MP Materials, where YT Briefing's tape commentary is not name-specific. Verify whether The Gap's three-pipeline bridge at 0.55 reflects shared substance. Confirm the 2026-11-09 earnings cluster against position exposure. Refresh BoltNews and BoltFactors before relying on their asset-class agreement. This is research context, not investment advice."
  },
  "narrative_provenance": {
    "confluence": "model",
    "conflicts": "model",
    "novelty": "model",
    "macro_frame": "model",
    "event_risk": "model",
    "commentary_check": "model",
    "action_queue": "model"
  },
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      "signalCount": 1011,
      "productCount": 6,
      "multiProductCount": 35
    },
    "confluence": [
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        "key": "ticker:EU",
        "kind": "ticker",
        "id": "EU",
        "label": "enCore Energy Corp.",
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        "confluence": 1,
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        "consensus": 1,
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            "product": "earnings-screener",
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            "claim": "earnings setup 2026-11-09, opportunity 81.67, shorted near lows / peer lag",
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            "unit": "score",
            "horizon": "days",
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            "as_of": "2026-11-08T02:31:22.157661+00:00"
          },
          {
            "product": "yt-briefing",
            "direction": 1,
            "claim": "All-In Podcast: Dylan Field argues 'design is the new code' as coding models improve, says Claude Design did not significantly affect Figma, and the interviewer cites 48% YoY growth; no trade parameters are established.",
            "magnitude": 1,
            "unit": "score",
            "horizon": "structural",
            "evidence_url": "https://www.youtube.com/watch?v=2Zj6uMv3kTA",
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        "key": "asset-class:gold",
        "kind": "asset-class",
        "id": "gold",
        "label": "Gold",
        "degree": 2,
        "confluence": 0.89,
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            "product": "boltfactors",
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            "claim": "GLD -0.8% since close, rvol 0.88",
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    "BetNews data is stale (as of 2026-08-06T10:29:56.629039+00:00) — do not present it as current.",
    "The tape does not support \"futures point lower\" — do not assert it.",
    "The tape does not support \"risk-off tone overnight\" — do not assert it."
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