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- Created
A new turn starts now. Fetch the current trigger integration details and execute the steps in the enclosed instructions.
- Created activity call _getIncomingEvent
- Created activity call _getTriggerDetails
- Created
The trigger details are empty, but the incoming event shows this is a scheduled run at 12:00 PM EDT on a weekday (Thursday, Sep 24, 2026). The cron schedule "0 9-17 * * 1-5" means it runs every hour from 9 AM to 5 PM on weekdays. This appears to be a market hours monitoring trigger.
Let me check what I need to do. Since the trigger details are empty, I should look at my existing strategies and blog to understand what my routine should be during market hours. Let me check my space storage for any strategy files or blog posts that might guide my actions.
Let me start by:
- Reading my account status
- Checking my current positions
- Checking any open orders
- Reviewing my strategies
- Updating my blog if needed
Let me first install the space storage tools and skills tools, then read my strategy files and check my account.
- Created activity call list_space_storage_files
- Created
This is a scheduled market hours trigger running at 12:00 PM EDT on Thursday, Sep 24, 2026. The cron schedule "0 9-17 * * 1-5" means it runs every hour from 9 AM to 5 PM on weekdays. This is a noon update.
Let me read the relevant skill files and check my account, positions, and market data. I should also read my latest blog posts and strategy files to understand the current state.
Let me start by:
- Reading the account-management skill
- Reading the position-management skill
- Reading the market-data skill
- Reading the latest blog post to understand where we are
- Reading the strategies README
Let me do these in parallel.
- Created activity call read_space_storage_file
- Created activity call read_space_storage_file
- Created activity call read_space_storage_file
- Created activity call read_space_storage_file
- Created activity call read_space_storage_file
- Created
Now I have a good understanding of the current state. It's September 24, 2026, at 12:00 PM EDT. This is the day of the Trump-Xi summit. Let me now:
- Check my account status
- Check my positions
- Check open orders
- Get market data snapshots for key symbols
- Search for latest news
Let me do all of these in parallel.
- Created
Now I have the market data. Let me analyze the key data points:
Indices:
- SPY: $764.285 (prev close $767.93, -0.47%)
- QQQ: $736.17 (prev close $741.17, -0.67%)
- DIA: $511.04 (prev close $514.44, -0.66%)
- IWM: $279.37 (prev close $281.99, -0.93%)
Semiconductors:
- SOXX: $557.04 (prev close $565.615, -1.51%) — still above $530! Criterion 3 holds!
- NVDA: $222.415 (prev close $225.62, -1.42%) — still above $220! Criterion 4 holds!
- AMD: $610.93 (prev close $614.84, -0.64%)
- INTC: $122.75 (prev close $122.61, +0.11%)
- MU: $1057.86 (prev close $1072.18, -1.34%)
- AVGO: $348.185 (prev close $355.11, -1.95%)
- QCOM: $193.16 (prev close $197.325, -2.10%)
- AMAT: $465.46 (prev close $474.52, -1.91%)
- DELL: $531.76 (prev close $548.81, -3.11%)
- SMCI: $40.14 (prev close $41.44, -3.14%)
- MRVL: $257.11 (prev close $260.72, -1.38%)
- SMTC: $167.68 (prev close $169.46, -1.05%)
- CRWV: $86.53 (prev close $86.93, -0.46%)
Mega-Cap Tech:
- META: $767.595 (prev close $744.04, +3.16%) — surging!
- MSFT: $495.07 (prev close $500.62, -1.11%)
- TSLA: $376.55 (prev close $380.25, -0.97%)
- AAPL: $336.535 (prev close $336.87, -0.10%)
- GOOG: $335.26 (prev close $334.98, +0.08%)
- AMZN: $246.76 (prev close $249.38, -1.05%)
Commodities & Macro:
- USO: $155.16 (prev close $148.84, +4.25%) — SURGED ABOVE $150! Criterion 6 goes RED!
- GLD: $390.14 (prev close $392.68, -0.65%)
- TLT: $79.75 (prev close $80.465, -0.89%)
- VIXY: $17.03 (prev close $16.79, +1.43%) — VIX rising but still below 20
Key observations:
- USO has SURGED to $155.16 (+4.25%) — ABOVE $150! This means criterion 6 (macro crisis) goes RED!
- SOXX at $557.04 — still above $530, criterion 3 holds
- NVDA at $222.415 — still above $220, criterion 4 holds
- VIXY at $17.03 — VIX likely still below 20, criterion 1 likely green
- Markets broadly red — SPY -0.47%, QQQ -0.67%, DIA -0.66%, IWM -0.93%
- META surging +3.16% on Muse AI
- Oil surging — USO above $150 is a major concern
- Today is the Trump-Xi summit day!
This is a significant development — USO crossing $150 means criterion 6 goes RED, dropping us from 4 of 6 GREEN to 3 of 6 GREEN. The ABORT is maintained.
Let me search for the latest news about the Trump-Xi summit and market conditions.
- Created
Key news items:
- TLT hits new RECORD LOW — 10-year Treasury yield at 5.11%, analysts warn yields could climb to 6%!
- 10-year Treasury yield at 5.1685% — HIGHEST SINCE JULY 2007! Yield last up 5.24 bps at 5.166%.
- BlackBerry beats Q2 estimates, raises guidance
- Petrobras CEO says close to 3M barrels/day production
- AMC stock falling on debt refinancing
- Thermo Fisher hits record high
This is very significant! The 10-year Treasury yield at 5.17% is the highest since July 2007. TLT is at a record low. This is a major macro concern.
Let me get more news, particularly about the Trump-Xi summit and oil.
- Created
More key news:
- Senators move to force AI companies to disclose more — Semafor exclusive. This is relevant to the AI/semiconductor thesis.
- Google moves up its Space Data Center timeline — Project Suncatcher launches Oct. 1. Relevant to space sector and AI infrastructure.
- Blue Owl stock dips after "force majeure" payment notice — Oracle issued a "force majeure" notice on New Mexico data center project. This is significant — it suggests data center projects are being disrupted.
- JP Morgan raises Meta price target to $920 — bullish on Meta.
- Bitcoin bets go into overdrive — MSTR up 29% in 5 days, leveraged ETFs surging.
- 10-year Treasury yield at 5.17% — highest since July 2007!
Let me get more news to find Trump-Xi summit updates.
- Created
More key news:
- 30-year Treasury yield at 5.435% — rising after buyback announcement. 20-year at 5.495%.
- Redwire, Rocket Lab, Firefly split $981M Space Force contract — relevant to space sector.
- PepsiCo to raise prices after cuts failed to grow sales — inflationary pressure.
- Hyundai expected to outsell Ford in Q3 — Detroit automakers lack hybrids.
- Blue Owl stock dips after Oracle "force majeure" on NM data center — significant for AI infrastructure.
Let me get more news to find Trump-Xi summit and oil-related news.
- Created
Excellent! Now I have the Trump-Xi summit news:
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China's Xi says willing to work with Trump to steer China-U.S. ties — strengthen communication, candid dialogue, personal rapport with Trump, broad space for cooperation, China's door is open, welcomes U.S. firms to invest in China, both are AI powers.
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China's Xi says willing to step up counter-narcotics, law enforcement cooperation — hopes Chinese firms are treated fairly in U.S., need to co-exist peacefully, have capability and responsibility to develop and manage AI for good, competition should be positive with boundaries, two militaries should maintain regular dialogue.
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Houthis say they attacked Saudi military sites in Jazan — no Saudi confirmation. This is relevant to the oil situation.
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Costco earnings today — prediction market preview.
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Darden Restaurants Q1 misses — revenue and earnings estimates missed.
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NVIDIA 5-year return: 60.79% annualized — market cap $5.37 trillion.
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Oracle "force majeure" on NM data center — Blue Owl stock dips.
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30-year Treasury at 5.435%, 20-year at 5.495% — rising after buyback announcement.
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10-year Treasury at 5.17% — highest since July 2007.
Let me get more news to find oil-specific and Trump-Xi summit details.
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- Created
Now I have the Trump-Xi summit news:
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Trump says he and Xi have forged "truly great friendship" — proud of U.S.-China relationship, tremendous strides on issues, working toward more balanced trade, will discuss security, technology, and super intelligence.
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Xi says willing to work with Trump — strengthen communication, candid dialogue, personal rapport, broad space for cooperation, China's door open, both are AI powers.
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Xi says willing to step up counter-narcotics, law enforcement cooperation — hopes Chinese firms treated fairly, need to co-exist peacefully, AI for good, competition should be positive with boundaries, militaries should maintain dialogue.
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Houthis attacked Saudi military sites in Jazan — no Saudi confirmation. Oil-relevant.
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Bitcoin falls to $83,500 as Treasury yields hit multi-decade highs, but whales adding 113,950 BTC.
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U.S. and Argentina launch Andes-Atlantic Infrastructure Corridor — EXIM issues $6B term sheet for Argentina LNG.
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GoDaddy receives takeover offer from Norton antivirus maker — Financial Times.
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New York sues Polymarket for allegedly running illegal gambling operation.
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Natural gas storage 53B vs 50B est.
Let me get a few more news items to find oil-specific news.
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- Created
More key news:
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Fed's Paulson (Philadelphia Fed President) says Fed may need to raise rates again — inflation balance of risks shifted, AI buildout helping drive inflation pressures, underlying inflation remains stubbornly high, economy resilient. This is HAWKISH and relevant to criterion 1 (Fed hold/cut).
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Meta's AI strategy spans glasses, VR, and Muse Charm — JPMorgan sees potential market worth tens of trillions of dollars. JPM raised Meta PT to $920.
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Honda eyes first new North American factory in nearly 20 years — $2.5B Ohio hybrid plant.
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New home sales for August revised from 607K to 643K — positive revision.
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Marvell Technology stock falls in tech pullback — analysts see huge AI opportunity ahead.
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U.S. and Argentina launch Andes-Atlantic Infrastructure Corridor — $6B for Argentina LNG.
Let me get a few more news items to find oil-specific news.
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- Created activity call timeBudgetCheckpoint
- Created activity call list_space_storage_files
- Created activity call read_space_storage_file
- Created activity call read_space_storage_file
- Created activity call list_space_storage_files
- Created activity call read_space_storage_file
- Created activity call read_space_storage_file
- Commented
Now let me update the strategy files and blog with today's market data. Let me compile the key findings:
Key Market Data (Sept 24, 2026 - Day 71):
- SPY: $763.94 (-0.52% from prev close $767.93)
- QQQ: $735.50 (-0.77% from prev close $741.17)
- DIA: $511.00 (-0.67% from prev close $514.44)
- IWM: $279.15 (-1.01% from prev close $281.99)
- SOXX: $556.11 (-1.69% from prev close $565.62)
- NVDA: $222.33 (-1.46% from prev close $225.62)
- VIXY: $17.06 (VIX likely ~17-18, below 20)
- USO: $155.34 (+4.37% from prev close $148.84) — SURGING! Oil rallying on Iran tensions
- TLT: $79.78 (-0.85% from prev close $80.47) — yields RISING
- GLD: $390.05 (-0.67% from prev close $392.68)
- 10Y Treasury: ~5.17% (highest since July 2007!)
- 30Y: 5.435%, 20Y: 5.495%
Key News:
- Trump-Xi summit — Trump says "truly great friendship," Xi says willing to work together, broad space for cooperation, both AI powers. Trade truce extended to Jan 10.
- Fed hawkish — Philly Fed's Paulson says may need to raise rates again. NY Fed's Williams says another rate hike by year-end "reasonable." Hammack says inflation risk tilted upside.
- Oil SURGING — USO +4.37% to $155.34! Houthis attacked Saudi military sites. Europe's diesel prices racing ahead on export ban risks. Trump admin denies 90-day diesel export ban but Chris Wright warns it could raise fuel costs.
- 10Y Treasury at 5.17% — highest since July 2007! 19-year high. Yardeni says booming economy driving bond selloff.
- Meta Muse AI — JPMorgan sees tens of trillions market. Zuckerberg says Muse stays free. Walmart, Sephora, Best Buy sign on.
- CoreWeave — JPMorgan upgrades to Overweight, $125 PT. UBS Buy $120. New multi-year customer agreement.
- Nebius — BNP Paribas upgrades to Outperform, $399 PT.
- Space — Redwire, Rocket Lab, Firefly split $981M Space Force contract. SpaceX faces insider share unlocks (328.4M shares), COO Shotwell plans $52M sale.
- Bitcoin — Falls to $83,500 as Treasury yields spike, but whales adding 113,950 BTC. ETFs had biggest week of 2026 ($2.06B inflows).
- Earnings — Darden Q1 misses (EPS $2.05 vs $2.06, sales $3.20B vs $3.21B). TD Synnex Q3 beats big (EPS $5.68 vs $4.70, sales $21.56B vs $18.91B). BlackBerry Q2 beats (EPS $0.07 vs $0.04, sales $163.3M vs $145.6M), raises FY27 guidance. Costco earnings today.
- Jobless claims — Initial 197K vs 201K est (beat). Continuing 1,719K vs 1,750K est (beat). New home sales 684K vs 615K est (beat, +6.4% MoM).
- GoDaddy — Receives takeover offer from Norton antivirus maker (FT).
- TSMC — Raising chip prices 3-6% starting Jan 2027.
- Qualcomm — Renews patent license with Apple, new Snapdragon platform.
- SLB — Awarded 4 integrated well construction contracts by Aramco for 450+ wells over 3 years.
- Argentina LNG — EXIM issues $6B term sheet for YPF-led Argentina LNG. Andes-Atlantic Infrastructure Corridor launched.
- MGM — Barry Diller/People Inc. withdraws $18B bid. MGM stock drops.
- Starbucks — Closing ~250 North America coffeehouses (~1%), $300M restructuring charges.
- Disney+ — Raises ad-free plan to $21.49/month (nearly doubled since 2023).
- AI Safety — Google, OpenAI, Anthropic forming AI safety standards body ("Standards Authority for Frontier AI"). Sam Altman & Dario Amodei warn AI could threaten humanity at UN. Bill Ackman questions Anthropic's S-1 10% extinction risk.
Criteria Assessment:
- VIX below 20: ✅ GREEN (VIXY $17.06, VIX likely ~17-18)
- SOXX above $500: ✅ GREEN ($556.11, $56.11 cushion)
- SOXX above $530 for 3+ days: ✅ GREEN (confirmed Sept 22, still above $530)
- NVDA above $220: ✅ GREEN ($222.33, only $2.33 cushion — shrinking!)
- Fed hold/cut: 🔴 RED — HARD BLOCKER (Fed hiked 25bp, Paulson & Williams now saying may need ANOTHER hike! 10Y at 5.17%!)
- No major macro crisis: 🔴 RED — DETERIORATING! USO SURGES to $155.34 (+4.37%)! 10Y at 5.17% (highest since 2007)! Houthis attacking Saudi sites! Europe diesel prices racing ahead on export ban risks! Mortgage rates >7%!
Criterion 6 has gone from YELLOW to RED! USO at $155.34 is well above the $150 danger zone. 10Y at 5.17% is above 5%. Oil rallying on Iran tensions. This is a significant deterioration.
So we're back to 4 of 6 criteria GREEN, 2 RED (Fed hard blocker + macro crisis RED).
Let me now update the strategy files and blog.
- Created activity call write_space_storage_file
- Created activity call write_space_storage_file
- Created activity call write_space_storage_file
- Created activity call write_space_storage_file
- Created activity call _success
- Created activity call _checkTriggerRunStatus
- Created
A new turn starts now. Fetch the current trigger integration details and execute the steps in the enclosed instructions.
- Created activity call _getIncomingEvent
- Created activity call _getTriggerDetails
- Created activity call _checkTriggerRunStatus
- Created
A new turn starts now. Fetch the current trigger integration details and execute the steps in the enclosed instructions.
- Created activity call _getIncomingEvent
- Created activity call _getTriggerDetails
- Created activity call _checkTriggerRunStatus
- Created
A new turn starts now. Fetch the current trigger integration details and execute the steps in the enclosed instructions.
- Created activity call _getIncomingEvent
- Created activity call _getTriggerDetails
- Created activity call _checkTriggerRunStatus
- Created
A new turn starts now. Fetch the current trigger integration details and execute the steps in the enclosed instructions.
- Created activity call _getIncomingEvent
- Created activity call _getTriggerDetails
- Created activity call _checkTriggerRunStatus
- Created
A new turn starts now. Fetch the current trigger integration details and execute the steps in the enclosed instructions.
- Created activity call _getIncomingEvent
- Created activity call _getTriggerDetails
- Created activity call _checkTriggerRunStatus
- Created
A new turn starts now. Fetch the current trigger integration details and execute the steps in the enclosed instructions.
- Created activity call _getIncomingEvent
- Created activity call _getTriggerDetails
- Created activity call _checkTriggerRunStatus
- Created
A new turn starts now. Fetch the current trigger integration details and execute the steps in the enclosed instructions.
- Created activity call _getIncomingEvent
- Created activity call _getTriggerDetails
- Created activity call _checkTriggerRunStatus
- Created
A new turn starts now. Fetch the current trigger integration details and execute the steps in the enclosed instructions.
- Created activity call _getIncomingEvent
- Created activity call _getTriggerDetails
- Created activity call _checkTriggerRunStatus
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