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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 9:00 AM EDT on a weekday (Monday-Friday, 9 AM - 5 PM). This appears to be a market hours scheduled trigger. Let me check what I need to do - I should look at my blog and strategy files to understand my current state, check my positions, and potentially execute any planned trades or updates.
Let me start by:
- Installing space storage tools to read my blog/strategy files
- Checking my account and positions on Alpaca
- Reading any strategy files for planned actions
Let me do these in parallel where possible.
- Created activity call list_space_storage_files
- 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 activity call read_space_storage_file
- Created activity call read_space_storage_file
- Created
Now I have a comprehensive picture of the current market situation. Let me summarize what I've gathered:
Current State (July 13, 2026, 9:00 AM ET — Day 16):
- Portfolio: $97,131.87 (ALL CASH, -2.87% from $100K start)
- No open positions, no open orders
- All 4 previous positions stopped out (RKLB, MU, NVDA, FDX)
Market Data (from Alpaca snapshots — these are from July 10 close, with some live trades from July 13):
- SPY: $751.81 (live trade July 13, was $754.94 close July 10)
- QQQ: $717.74 (live trade July 13, was $725.595 close July 10) — DOWN ~1.1%
- DIA: $525.38 (live trade July 13, was $525.79 close July 10) — roughly flat
- NVDA: $207.65 (live trade July 13, was $210.99 close July 10) — DOWN ~1.6%
- MU: $924.83 (live trade July 13, was $979.36 close July 10) — DOWN ~5.6%
- FDX: $314.44 (last close July 10, no live July 13 trade yet)
- SKHY: $152.77 (live trade July 13, was $170 at debut) — DOWN ~10% from debut
- RKLB: $79.82 (live trade July 13, was $81 close July 10) — DOWN ~1.5%
- AAPL: $316.35 (live trade July 13, was $315.32 close July 10) — UP ~0.3%
- AMAT: $602.31 (last close July 10)
- QCOM: $189.11 (last close July 10)
- MSFT: $385.09 (last close July 10)
Key News (July 13, 2026):
- US-Iran: Fresh US strikes on Iran overnight. Oil rallying 4%+ to ~$72.93. Iran doesn't control Strait of Hormuz per CENTCOM.
- Market futures lower: Dow -0.11%, S&P -0.36%, Nasdaq -1.01%
- NVDA falling: Below 50-day MA, mixed momentum. Dan Ives says NVDA remains key to AI demand. Earnings Aug 26.
- MU falling ~5%: Profit-taking, risk-off. Bloomberg warns of regulatory scrutiny on memory profits. Earnings Sept 22.
- SK Hynix (SKHY): Up 15.53% premarket after Friday debut at $170. Now at $152.77 — actually DOWN from Friday.
- TSMC: June revenue +68% YoY on AI demand.
- Apple-Broadcom $30B deal for custom silicon.
- This week's economic data: CPI Tuesday, PPI Wednesday, Retail Sales Thursday, Fed officials speaking throughout.
- Fed Chair Warsh presenting Monetary Policy Report to House (Tue) and Senate (Wed).
- Oil: Crude +2.13% to ~$72.93. Gold -1.13% to $4,074. Bitcoin -1.25% to $63,115.
- 10-year Treasury at 4.57%, 2-year at 4.22%.
- FedWatch: 68.5% chance of no rate change in July.
Strategy Assessment:
- All strategies are CLOSED. Portfolio is 100% cash.
- The README says "Looking Ahead: Next Week (July 13-17)" with potential opportunities to research.
- Key events this week: CPI (Tue), PPI (Wed), Retail Sales (Thu), Fed testimony, options expiration (Fri).
- Geopolitical risk: US-Iran escalation continuing, oil rising.
- Tech selloff: NVDA and MU both falling pre-market.
Decision: Given the current market conditions:
- US-Iran escalation with fresh strikes — geopolitical risk elevated
- Oil rising 4%+ — inflationary pressure
- CPI data tomorrow — could be market-moving
- Fed Chair Warsh testifying Tue/Wed — could move markets
- Tech stocks selling off (NVDA -1.6%, MU -5.6%)
- Portfolio is all cash after losing 2.87%
The prudent decision is to STAY IN CASH and observe. The market is facing multiple headwinds:
- Geopolitical escalation (US-Iran)
- Rising oil prices (inflation risk)
- Key economic data this week (CPI, PPI, Retail Sales)
- Fed testimony (Warsh to House and Senate)
- Tech profit-taking
Entering now would be risky with so many catalysts ahead. Better to wait for clarity after CPI and Fed testimony.
Let me write a blog post for this morning's market open update and update the index.
- Commented
Now I have a comprehensive picture. Let me write the blog post for this morning's market open update and update the index.
- Created activity call write_space_storage_file
- Commented
Now let me update the blog index with the new post and current positions snapshot.
- Created activity call write_space_storage_file
- Commented
**************************************************************************us.
- Created activity call write_space_storage_file
- Created
I've gathered all the data I need. Let me now compile the daily bars data for the blog post and update the strategy files. Let me also check if there are any more news articles I should look at.
Let me now update the blog post with the daily bars data I've collected, and also update the strategy files with the latest information.
Actually, looking at the data I've collected, I have a comprehensive picture:
Daily Bars (July 7-10, 2026):
NVDA:
- Jul 7: O=192.25, H=198.385, L=191.15, C=196.97, V=4.77M, VWAP=194.99
- Jul 8: O=195.23, H=205.13, L=195.23, C=204.07, V=5.48M, VWAP=200.01
- Jul 9: O=204.46, H=204.58, L=198.98, C=202.695, V=4.87M, VWAP=202.31
- Jul 10: O=202.11, H=210.99, L=202.07, C=210.99, V=7.55M, VWAP=208.76
MU:
- Jul 7: O=922.28, H=941.32, L=891.745, C=939.66, V=1.72M, VWAP=919.68
- Jul 8: O=902.64, H=958.92, L=902.58, C=949.09, V=855K, VWAP=939.80
- Jul 9: O=1013.44, H=1035.385, L=987.8, C=991.115, V=1.09M, VWAP=1013.98
- Jul 10: O=965.08, H=997.92, L=954.3, C=979.36, V=854K, VWAP=977.01
FDX:
- Jul 7: O=311.93, H=313.805, L=309.81, C=312.85, V=153K, VWAP=311.73
- Jul 8: O=312.5, H=313.3, L=306.56, C=309.77, V=176K, VWAP=309.35
- Jul 9: O=314.565, H=320.465, L=304.86, C=310.83, V=173K, VWAP=312.49
- Jul 10: O=314, H=317.45, L=311.305, C=314.44, V=120K, VWAP=314.61
SPY:
- Jul 7: O=750.21, H=750.935, L=745.27, C=747.77, V=1.44M, VWAP=747.61
- Jul 8: O=743.135, H=746.14, L=739.55, C=745.28, V=1.22M, VWAP=743.62
- Jul 9: O=747.29, H=751.97, L=745.6, C=751.55, V=1.46M, VWAP=750.05
- Jul 10: O=752.1, H=755.42, L=748.14, C=754.94, V=1.27M, VWAP=753.67
QQQ:
- Jul 7: O=714.125, H=716.27, L=704.92, C=709.48, V=733K, VWAP=709.84
- Jul 8: O=704.94, H=712.235, L=700.98, C=711.37, V=544K, VWAP=707.43
- Jul 9: O=718.4, H=724.23, L=715.2, C=723.21, V=469K, VWAP=721.74
- Jul 10: O=721.08, H=726.39, L=717.04, C=725.595, V=440K, VWAP=723.70
RKLB:
- Jul 7: O=89.87, H=90.575, L=82.86, C=83.405, V=777K, VWAP=84.87
- Jul 8: O=86.29, H=86.4, L=81, C=83.345, V=495K, VWAP=82.87
- Jul 9: O=85.79, H=85.79, L=82.52, C=82.54, V=595K, VWAP=83.92
- Jul 10: O=82.265, H=82.265, L=79.08, C=81, V=500K, VWAP=80.77
AAPL:
- Jul 7: O=315.29, H=315.47, L=310.18, C=310.69, V=1.57M, VWAP=312.67
- Jul 8: O=311.91, H=314.805, L=307.11, C=313.33, V=1.55M, VWAP=312.31
- Jul 9: O=310.45, H=316.53, L=308.19, C=316.16, V=1.44M, VWAP=313.78
- Jul 10: O=314.72, H=316.91, L=312.17, C=315.32, V=1.33M, VWAP=314.50
MSFT:
- Jul 7: O=392.46, H=395.52, L=388.24, C=388.74, V=1.27M, VWAP=392.42
- Jul 8: O=383.77, H=385.205, L=381.34, C=383.11, V=1.12M, VWAP=383.16
- Jul 9: O=374.47, H=384.64, L=373.475, C=384.24, V=1.22M, VWAP=379.48
- Jul 10: O=387.64, H=391.8, L=381.54, C=385.09, V=969K, VWAP=385.12
AMAT:
- Jul 7: O=544.91, H=557.83, L=527.84, C=554.17, V=541K, VWAP=542.82
- Jul 8: O=547.36, H=578.095, L=546.85, C=570.515, V=269K, VWAP=569.01
- Jul 9: O=627.3, H=629.89, L=586.085, C=588.935, V=551K, VWAP=606.39
- Jul 10: O=578.67, H=609.22, L=574.165, C=602.31, V=265K, VWAP=596.65
QCOM:
- Jul 7: O=179.465, H=185.88, L=179.26, C=182.945, V=436K, VWAP=181.82
- Jul 8: O=180.6, H=187.1, L=180.6, C=186.505, V=528K, VWAP=184.80
- Jul 9: O=192.59, H=196.02, L=187.47, C=191.01, V=354K, VWAP=191.82
- Jul 10: O=188.14, H=190.18, L=185.83, C=189.11, V=214K, VWAP=188.18
Now let me update the blog post with the daily bars data and also update the strategy files. Actually, the blog post is already written and comprehensive. Let me update the strategy files with the latest daily bars data.
Actually, I think the blog post and index are already updated. Let me also update the individual strategy files with the latest data. But first, let me check if there's anything else I need to do.
The task seems to be:
- ✅ Read current state (blog index, strategies)
- ✅ Get market data (snapshots, news, web articles)
- ✅ Write blog post for Day 16 market open
- ✅ Update blog index
- ✅ Update strategies README
Let me also update the individual strategy files with the latest data. But actually, the strategies are all closed, so the updates would be minimal. The README already captures the key updates.
Let me also check if there are any more news articles I should look at, particularly about FDX or the broader market.
Actually, I think I've done a thorough job. Let me also look at the Benzinga article about the $430B free cash flow for AI chipmakers, as that's relevant to our AI thesis.
- Commented
Now let me update the individual strategy files with the latest daily bars data and current market context.
- 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
I've completed all the tasks for this batch run:
- ✅ Read the current blog index and strategies README
- ✅ Fetched account data from Alpaca (account, positions, orders, portfolio history)
- ✅ Fetched market data (snapshots for all tracked stocks, daily bars for July 7-10)
- ✅ Searched for and fetched latest market news (Benzinga articles on MU, market overview, US-Iran strikes)
- ✅ Wrote a comprehensive blog post for Day 16 market open
- ✅ Updated the blog index with the new post and current positions snapshot
- ✅ Updated the strategies README with current status
- ✅ Updated individual strategy files (AI semiconductor, earnings event trading, value bounce, space sector)
All tasks are complete. Let me call _success.
- Commented
All tasks have been completed successfully:
- Account data retrieved — Portfolio at $97,131.87 (all cash, -2.87% from $100K start), no open positions or orders
- Market data fetched — Daily bars for NVDA, MU, FDX, SPY, QQQ, RKLB, AAPL, MSFT, AMAT, QCOM (July 7-10)
- Market news researched — US-Iran strikes escalation, oil +4%, tech selloff (NVDA -1.58%, MU -5.57%), SK Hynix IPO, TSMC revenue, CPI week ahead
- Blog post written — Comprehensive Day 16 market open update with all market data, news, and decision to stay in cash
- Blog index updated — New post added, positions snapshot updated to reflect all-cash status
- Strategy files updated — README, AI semiconductor thesis, earnings event trading, value bounce plays, and space sector recovery all updated with latest data and lessons
- 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
- 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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