Analytics24
2 October
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Markets

Public performance ledger

2 public grades. 1 void stays off that count. Open clocks stay below.

Hash chain intact · 78 sealed · ad5bb107 · verify the chain · genesis c0795e9a · seal fc8aff06

How A24 is laid out
  1. TapeThis session’s prices and the day’s moves.
  2. The LinksWhich pairs still move together, and which ones broke.
  3. Thesis MapsThe open questions, and what would settle them.
  4. The ClaimsDated claims. How each one dies.
  5. The Long ReadReported pieces.
  6. GradesThe public record after the clock. Nothing is invented.
Grade recordOpen 88 · resolved 1 · opened 22 Aug 2026
Open clocks83 dated · soonest first · as of 2 Oct 2026

Open clocks, soonest first. The path lives on the theme page.

  1. 4 Sep 2026Gold is early and volatility catches upCross-asset linksclock 4 Sep expired
  2. 4 Sep 2026Gold at a record is a regime print, not a squeezeCross-asset linksclock 4 Sep expired
  3. 30 Sep 2026Half the discount is sector mixEx-US value: cheap for a reason?clock 30 Sep expired
  4. 7 Nov 2026Every hyperscaler says “power” on the Q3 callPower is the AI bottleneck25 sessions to 7 Nov
  5. 30 Nov 2026The gold / real-yield link does not come backCross-asset links39 sessions to 30 Nov
  6. 30 Nov 2026Government and academic stay above 60% of revenueQuantum is leaving the lab39 sessions to 30 Nov
  7. 30 Nov 2026RPO grows slower than revenue on the Q3 printsQuantum is leaving the lab39 sessions to 30 Nov
  8. 30 Nov 2026Hosting cost rises as a share of revenue on the Q3 printsAI abundance39 sessions to 30 Nov
  9. 30 Nov 2026Soft-dollar days produce dispersion, not a basket bidEx-US value: cheap for a reason?39 sessions to 30 Nov
  10. 30 Nov 2026Staples outperform on risk-off sessions and underperform across the quarterGLP-1s and the food chain39 sessions to 30 Nov
  11. 30 Nov 2026Utilities trade with Tech, not with ratesPower is the AI bottleneck39 sessions to 30 Nov
  12. 31 Dec 2026The price of frontier intelligence falls again this quarterAI abundance61 sessions to 31 Dec
  13. 31 Dec 2026AST names commercial D2D revenueSpace connectivity61 sessions to 31 Dec
  14. 31 Dec 2026Foundayo is a named lineThe sink61 sessions to 31 Dec
  15. 31 Dec 2026Amazon Leo sells a consumer bandSpace connectivity61 sessions to 31 Dec
  16. 31 Dec 2026The large-load queue grows againPower is the AI bottleneck61 sessions to 31 Dec
  17. 31 Dec 2026Semis keep beating software into year-endAI abundance61 sessions to 31 Dec
  18. 31 Dec 2026Unhedged beats hedged into year-endEx-US value: cheap for a reason?61 sessions to 31 Dec
  19. 31 Mar 2027New Glenn leaves Florida againSpace connectivity121 sessions to 31 Mar
  20. 30 Jun 2027AST reaches a continuous planeSpace connectivity184 sessions to 30 Jun
  21. 30 Jun 2027Bellevue ships a lineupThe sink184 sessions to 30 Jun
  22. 30 Jun 2027Eärendil puts a spot on dirtOrbital commons184 sessions to 30 Jun
  23. 30 Jun 2027A substitute fairing existsOrbital compute184 sessions to 30 Jun
  24. 30 Jun 2027Neutron fliesSpace connectivity184 sessions to 30 Jun
  25. 30 Jun 2027The next re-rating is down, not upQuantum is leaving the lab184 sessions to 30 Jun
  26. 30 Jun 2027Starcloud-2 uses the landlord’s portOrbital compute184 sessions to 30 Jun
  27. 30 Jun 2027Suncatcher pair fliesOrbital compute184 sessions to 30 Jun
  28. 31 Jul 2027The trailers leave Stanton RoadThe rehearsal206 sessions to 31 Jul
  29. 31 Dec 2027A factory names its power line and its rail slotWho still owns the watt and the rail?312 sessions to 31 Dec
  30. 31 Dec 2027A spare path holds through a cutWhere does the cloud come ashore?312 sessions to 31 Dec
  31. 31 Dec 2027A hall names the pathThe sink312 sessions to 31 Dec
  32. 31 Dec 2027Someone signs a constellation bookThe rehearsal312 sessions to 31 Dec
  33. 31 Dec 2027The next published clockOrbital commons312 sessions to 31 Dec
  34. 31 Dec 2027A named interceptor line catches the cheap airframeWhat does a cheap drone cost the defender?312 sessions to 31 Dec
  35. 31 Dec 2027The bag leaves the trustSpace connectivity312 sessions to 31 Dec
  36. 31 Dec 2027The million-sat file gets a sky condition — or does notOrbital commons312 sessions to 31 Dec
  37. 31 Dec 2027Figure writes another primaryThe sink312 sessions to 31 Dec
  38. 31 Dec 2027The residual book shrinksWho stays when the insurer leaves the coast?312 sessions to 31 Dec
  39. 31 Dec 2027Someone pays rent on a commercial moduleSpace connectivity312 sessions to 31 Dec
  40. 31 Dec 2027Amazon closes GlobalstarSpace connectivity312 sessions to 31 Dec
  41. 31 Dec 2027Ordinary cover returns to the odd flagHow do sanctioned barrels still move?312 sessions to 31 Dec
  42. 31 Dec 2027The Iridium takeout closesSpace connectivity312 sessions to 31 Dec
  43. 31 Dec 2027Kepler names a compute customerOrbital compute312 sessions to 31 Dec
  44. 31 Dec 2027A New York vintage rolls or is cutIs a busy lobby a refinancing?312 sessions to 31 Dec
  45. 31 Dec 2027Orbital’s seed GPU fliesOrbital compute312 sessions to 31 Dec
  46. 31 Dec 2027A year without a draft cutDoes the canal have enough water?312 sessions to 31 Dec
  47. 31 Dec 2027An 8 kW orbital node fliesOrbital compute312 sessions to 31 Dec
  48. 31 Dec 2027A Texas line releases a busOrbital compute312 sessions to 31 Dec
  49. 31 Dec 2027A space crystal enters a protocolSpace connectivity312 sessions to 31 Dec
  50. 30 Mar 2028Amazon hits the halfway plane or the penalty liftsSpace connectivity374 sessions to 30 Mar
  51. 30 Jun 2028Elveo sells a billSpace connectivity437 sessions to 30 Jun
  52. 31 Dec 2028A pit names the pumpWhat kills a copper pit first?564 sessions to 31 Dec
  53. 31 Dec 2028Heavy kit moves without a gauge delayIs mobility a gauge or a communiqué?564 sessions to 31 Dec
  54. 31 Dec 2028Someone else clears the cropWhat if the usual buyer stays quiet?564 sessions to 31 Dec
  55. 31 Dec 2028A brine permit ships a tonneIs the delay the rock or the water letter?564 sessions to 31 Dec
  56. 31 Dec 2028Butler adds GOES tonsThe sink564 sessions to 31 Dec
  57. 31 Dec 2028The leftover fire book shrinksWho builds after the insurer leaves?564 sessions to 31 Dec
  58. 31 Dec 2028A year of regular Canadian cargoesCan the next Pacific cargo win the coast?564 sessions to 31 Dec
  59. 31 Dec 2028A European hall is at rateIs a munitions vote a powder line?564 sessions to 31 Dec
  60. 31 Dec 2028A Flatellite returns tracksSpace connectivity564 sessions to 31 Dec
  61. 31 Dec 2028A plant names the power billWhat is a plant without the cheap gas?564 sessions to 31 Dec
  62. 31 Dec 2028Hefei ships a bushingThe sink564 sessions to 31 Dec
  63. 31 Dec 2028A plant exports finished nickelDoes banning the ore build the smelter?564 sessions to 31 Dec
  64. 31 Dec 2028An iPhone session rides a Leo D2D birdSpace connectivity564 sessions to 31 Dec
  65. 31 Dec 2028A campus names the watt or is refusedDo the halls switch on without the letter?564 sessions to 31 Dec
  66. 31 Dec 2028A commercial scoop holds VLEOOrbital commons564 sessions to 31 Dec
  67. 31 Dec 2028The kilogram gets an NDAThe sink564 sessions to 31 Dec
  68. 31 Dec 2028A harvest meets a skinny riverWhat happens when the river is the road?564 sessions to 31 Dec
  69. 31 Dec 2028A disruption is cited in food pricesWho owns the rock that feeds us?564 sessions to 31 Dec
  70. 31 Dec 2028A reload is in the waterCan the yards arm the ships they launch?564 sessions to 31 Dec
  71. 31 Dec 2028No billed megawatt in orbit this decade’s first halfOrbital compute564 sessions to 31 Dec
  72. 31 Dec 2028Otter breathes for a yearOrbital commons564 sessions to 31 Dec
  73. 31 Dec 2028Overview puts a joule on a farmOrbital compute564 sessions to 31 Dec
  74. 31 Dec 2028A city ships the units it rezonedCan a cheaper mortgage legalise the lot?564 sessions to 31 Dec
  75. 31 Dec 2028A powder hall is at rateWho voted for the powder?564 sessions to 31 Dec
  76. 31 Dec 2028A Western plant is actually making metalWho owns the plant that cooks the rock?564 sessions to 31 Dec
  77. 31 Dec 2028Space-1 is a partOrbital compute564 sessions to 31 Dec
  78. 31 Dec 2028A SpaceX compute sat fliesOrbital compute564 sessions to 31 Dec
  79. 31 Dec 2028VANQUISH names a primary readGLP-1s and the food chain564 sessions to 31 Dec
  80. 31 Dec 2029Cowboy’s stage is a hallOrbital compute814 sessions to 31 Dec
  81. 31 Dec 2029A life-extension is runningIs the next reactor a speech?814 sessions to 31 Dec
  82. 31 Dec 2029A cable is in the waterCan Iceland's power leave the island?814 sessions to 31 Dec
  83. 31 Dec 2029South Boston ships a nameplateThe sink814 sessions to 31 Dec

Verification · Grades · The Claims · Thesis Maps