Daily Full Operating Cycle

2026-07-25 Daily Full Operating Cycle

Hold 17 RKLB and 11 ASTS; buy zero; sell zero; buy no SGOV; retain confirmed USD 5761.58 cash.

2026-07-25Completed No Actionv1.1

Not investment advice. This is a delayed historical run record. Proposed or simulated actions are not current instructions. Confirmed execution appears only from linked ledger events.

Analysis

July 24 completed-close fallback, current but incomplete macro overlay, final broad scan, 51-symbol targeted SEC index plus separate NWPX and RIOT primary reviews, material MDA QSI QTEX QBTS and GILT work, four discovery-readiness sprints, 56-symbol decision coverage including XTND, six independent xhigh reviewer roles, and full validation.

Decision result

Completed no-action decision; NWPX entered research-only B-, RIOT entered research-only C+, GPUS and SIDU were rejected, every proposed quantity is zero, and XTND remains not tradable.

Execution boundary

No execution or new deposit was confirmed and no broker record changed.

Confirmed execution

No confirmed ledger events are linked to this run.

Primary symbols

RKLB / ASTS / LEU / GILT / MDA / IREN / CRDO / NWPX / RIOT

Publication

Public Safe No Action

Next trigger

next material issuer event, 5 percent reviewed-symbol completed-close move, ASTS note-option outcome, GILT Q2 or transaction evidence, IREN contract or commissioning evidence, MDA acquisition or leverage evidence, NWPX backlog or pricing evidence, RIOT AMD delivery or recurring-rent evidence, confirmed broker-state change, or 2026-08-10

Validation

npm run verify passed on 2026-07-25 and final production build generated 80 static pages

Source files

Decision note: 2026-07-25-daily-operating-cycle.md Run artifact: 2026-07-25-full-operating-cycle.yml Evidence packet: 2026-07-25-subagent-evidence-packet.yml

Notes

Saturday did not trigger the Friday-only contribution authorization. The prior confirmed deposit was not duplicated; no order, broker preview, same-day trade detail, raw broker artifact, or nonzero proposed quantity exists.