[{"_1":2,"_3":-5,"_4":-5},"loaderData",{"_5":6,"_7":8},"actionData","errors","root",{"_110":111,"_112":113},"routes/embed.x.$handle.$name.$",{"_9":10,"_11":12,"_13":14,"_15":16,"_17":18,"_19":20,"_21":-5},"handle","efrenlin","name","x-trader-consensus","path","lib/marketDiscovery.ts","project",{"_22":48,"_11":12,"_35":49,"_50":-5,"_51":44,"_52":53,"_54":53,"_55":56,"_57":-5,"_58":59,"_60":61,"_62":34,"_63":-5,"_64":-5,"_65":66,"_67":68,"_69":70,"_71":72,"_73":74,"_75":-5,"_76":77,"_78":77,"_79":80,"_81":80,"_82":80,"_83":77,"_84":77,"_85":86,"_87":88,"_89":90,"_91":44},"file",{"_22":23,"_11":24,"_25":26,"_27":28,"_29":30,"_31":32,"_33":34,"_35":36,"_37":38,"_39":40,"_41":42,"_43":44,"_45":-5,"_13":46},"permalink","https://www.val.town/x/efrenlin/x-trader-consensus/code/lib/marketDiscovery.ts","extension","id","5b46193f-b0fe-4796-9685-4f5001378f54","marketDiscovery.ts","fileId","a87f9822-aaca-11f1-b073-1607ee4eb77e","parentId","8dccd4ba-aa00-11f1-906c-1607ee4eb77e","branchId","012dced4-9569-4aa1-b4df-043c162f1aa5","branchVersion",66,"latest",true,"createdAt",["D",1788840533731],"version",6,"fileType","script","content","// Phase 4: Market Discovery Score V1.\n//\n// A RESEARCH PRIORITIZATION engine, not an investment recommendation engine.\n// Follows the same mechanical/semantic split used throughout this project:\n// - Components A, B, D, F are computed MECHANICALLY here from data already\n// in the database (ticker_consensus for Core Trader signal;\n// candidate_validation_results for the Validated Discovery Signal layer).\n// - Component C (Catalyst / Information Quality) is a SEMANTIC judgment —\n// it cannot be derived from cashtag counts, so it is supplied as an\n// explicit, evidence-quoted lookup table (CATALYST_TABLE below) built by\n// reading the actual analyzed post text, exactly like the Phase 2.5\n// semantic ticker pass. A ticker absent from CATALYST_TABLE gets tier\n// \"None\" / 0 points — silence is never treated as evidence.\n// - Component E (Fundamental / Market Quality Gate) is intentionally NOT\n// computed here. It requires an external data source (FMP) that this val\n// has no credentials for, and the Phase 4 spec explicitly bounds its use\n// (\"avoid forcing expensive new integrations\"). It is filled in by a\n// separate, explicit /market-discovery/apply-fundamentals call for a\n// run's finalists only — every other row keeps fundamental_market_score\n// NULL rather than a fabricated placeholder.\n//\n// CRITICAL: this module NEVER writes to `accounts`, `discovered_accounts`,\n// `posts`, or `ticker_consensus`. Validated Discovery Signal tickers are\n// scored 0 on Component A (Trader Consensus) by construction — their\n// evidence contributes only to C, D, and F, never merged into Core Trader\n// consensus math, per the Phase 4 spec.\n\nimport { sqlite } from \"https://esm.town/v/std/sqlite/main.ts\";\nimport { ensureSchema } from \"./schema.ts\";\nimport { getExcludedTickers, getLatestTickerIdentityReviews } from \"./tickerIdentity.ts\";\n\n// ---------------------------------------------------------------------------\n// Static reference data (all [stated]/observed, not fabricated)\n// ---------------------------------------------------------------------------\n\n// The user's permanent 15-ticker watchlist (source: user's own memory file,\n// not derived from this project's data). Used ONLY for the watchlist_status\n// LABEL — never as a scoring input, per the spec's explicit instruction not\n// to penalize or reward watchlist membership.\nconst WATCHLIST_15 = new Set([\n \"QQQ\", \"TSLA\", \"PYPL\", \"META\", \"CAKE\", \"AMZN\", \"NVDA\", \"SE\", \"GOOGL\",\n \"AVGO\", \"XYZ\", \"SOXX\", \"AMD\", \"TSM\", \"ABSI\",\n]);\n\n// Structurally large / \"permanently popular\" mega-caps. Used ONLY to damp\n// Component F (Novelty) per the spec's explicit instruction not to reward\n// stocks \"merely permanently popular\" — independent of watchlist status.\nconst MEGA_CAP_SET = new Set([\n \"AAPL\", \"MSFT\", \"GOOGL\", \"AMZN\", \"META\", \"NVDA\", \"AVGO\", \"TSLA\",\n]);\n\n// Tickers that appear ONLY in the Validated Discovery Signal layer (Strong\n// Candidates pequityresearch / sssjeffpu's own timelines from Phase 3.2),\n// with ZERO Core Trader (ticker_consensus) coverage. Derived by set\n// subtraction against the live ticker_consensus universe at run time — see\n// buildUniverse(). Listed here as the raw Validated Discovery Signal ticker\n// set (Strong Candidates only — Watch/Reject candidates' mentions are NOT\n// evidence of investment quality per the Phase 3.2 rule and are excluded).\n// Source posts: candidate_validation_posts for pequityresearch/sssjeffpu.\n// NOTE: pequityresearch's post also mechanically cashtagged $DRAM and $DISK\n// — these are not real ticker symbols (sector-label pseudo-cashtags, not\n// securities) and are deliberately EXCLUDED here; this is flagged as a data\n// limitation in the Phase 4 report rather than silently dropped.\nconst VALIDATED_DISCOVERY_TICKERS: Record = {\n AAOI: [\"pequityresearch\"],\n COHR: [\"pequityresearch\"],\n LITE: [\"pequityresearch\", \"sssjeffpu\"],\n NVDA: [\"pequityresearch\", \"sssjeffpu\"],\n MU: [\"pequityresearch\"],\n EWY: [\"pequityresearch\"],\n MRVL: [\"sssjeffpu\"],\n DELL: [\"sssjeffpu\"],\n CRDO: [\"sssjeffpu\"],\n SMTC: [\"sssjeffpu\"],\n UMC: [\"sssjeffpu\"],\n MTK: [\"sssjeffpu\"],\n INTC: [\"sssjeffpu\"],\n SMCI: [\"sssjeffpu\"],\n AMD: [\"sssjeffpu\"],\n};\n\ntype CatalystTier = \"High-Multi\" | \"High-Single\" | \"Medium\" | \"Low\" | \"None\";\nconst TIER_POINTS: Record = {\n \"High-Multi\": 20,\n \"High-Single\": 16,\n \"Medium\": 10,\n \"Low\": 4,\n \"None\": 0,\n};\n\ninterface CatalystEntry {\n tier: CatalystTier;\n key_catalyst: string | null;\n key_thesis: string | null;\n evidence: { account_or_source: string; quote: string }[];\n}\n\n// Semantic catalyst/thesis-quality review — built by reading every analyzed\n// post's evidence/thesis/catalyst text (Core Trader `posts`) and every\n// Validated Discovery Signal candidate post (`candidate_validation_posts`)\n// for pequityresearch and sssjeffpu (Phase 3.2 Strong Candidates only).\n// Duplicate posts describing the SAME underlying real-world event (e.g. the\n// three BE / S&P 500 inclusion posts from 2 accounts) are collapsed to ONE\n// catalyst credit here, per the \"do not double-count the same thesis/event\"\n// rule. A ticker with only \"Unclear\" stance posts or mention-only evidence\n// is intentionally absent (tier \"None\").\nconst CATALYST_TABLE: Record = {\n NVDA: {\n tier: \"High-Multi\",\n key_catalyst: \"F2Q27 earnings beat + $3.5B Nvidia investment in MediaTek\",\n key_thesis: \"Supply-constrained AI revenue growth (~70% projected, 100%+ potential) reinforced by an actual F2Q27 beat and Nvidia's first Taiwan-listed equity investment\",\n evidence: [\n { account_or_source: \"aleabitoreddit (Core Trader)\", quote: \"$NVDA 70% supply constrained revenue growth projections (would be 100%+)\" },\n { account_or_source: \"sssjeffpu (Validated Discovery)\", quote: \"F2Q actuals beat sell-side/buy-side consensus... Total revenue $96.2bn (+18% QoQ, +106% YoY)\" },\n { account_or_source: \"sssjeffpu (Validated Discovery)\", quote: \"Nvidia to invest $3.5bn in MediaTek via its $3.9bn CB... Nvidia's first investment in a Taiwan-listed company\" },\n ],\n },\n BE: {\n tier: \"High-Multi\",\n key_catalyst: \"S&P 500 index inclusion\",\n key_thesis: \"Long-standing bullish BE thesis validated by index inclusion; expects continued growth\",\n evidence: [\n { account_or_source: \"KawzInvests (Core Trader)\", quote: \"BOOM $BE ADDED TO THE S&P 500\" },\n { account_or_source: \"michaelsikand (Core Trader)\", quote: \"$BE to $100B\" },\n ],\n },\n AVGO: {\n tier: \"High-Multi\",\n key_catalyst: \"Broadcom earnings commentary: Anthropic scaling to largest XPU customer 2027-2028\",\n key_thesis: \"AI accelerator (XPU) demand scaling sharply; AI revenue growing 100%+ YoY for next 2 years (~$50B -> $230B)\",\n evidence: [\n { account_or_source: \"KawzInvests (Core Trader)\", quote: \"Anthropic is on track to become our largest XPU customer in 2027 and sustain that in 2028\" },\n { account_or_source: \"aleabitoreddit (Core Trader)\", quote: \"$AVGO AI revenue growing 100%+ Y/Y for next 2 years from mid ~$50B -> $230B\" },\n ],\n },\n AAOI: {\n tier: \"High-Multi\",\n key_catalyst: \"Evercore ISI: CPO at scale delayed to 2027/2028; AEC/pluggables to remain prominent\",\n key_thesis: \"CW laser supply-demand imbalance underlies the bullish long thesis\",\n evidence: [\n { account_or_source: \"aleabitoreddit (Core Trader)\", quote: \"my research on AAOI's CW laser supply-demand imbalance\" },\n { account_or_source: \"pequityresearch (Validated Discovery)\", quote: \"Evercore ISI: CPO at scale to not occur before 2027/2028 with yield and cost concerns\" },\n ],\n },\n MU: {\n tier: \"High-Multi\",\n key_catalyst: \"pequityresearch: HBM4 pricing $2.9-4.5/Gb; sssjeffpu tech-tour turning positive on DRAM\",\n key_thesis: \"Structural memory supply bottleneck intact despite short-term sentiment swings\",\n evidence: [\n { account_or_source: \"aleabitoreddit (Core Trader)\", quote: \"Good to have a reminder that the memory bottleneck hasn't changed!\" },\n { account_or_source: \"pequityresearch (Validated Discovery)\", quote: \"Constructive 2027 view on tight supply + Chinese GPU demand. HBM4 asking ranging from $2.9-4.5/Gb\" },\n { account_or_source: \"sssjeffpu (Validated Discovery)\", quote: \"Recent supply chain tour + SEMICON 2026 point to stronger DRAM outlook than feared... Turning positive on DRAM\" },\n ],\n },\n LITE: {\n tier: \"High-Multi\",\n key_catalyst: \"Goldman Sachs 9x TAM growth forecast (GB300 NVL72) + Evercore ISI CPO-delay note\",\n key_thesis: \"Interconnect/optical names remain structurally attractive despite sector rotation\",\n evidence: [\n { account_or_source: \"ren_stocks (Core Trader)\", quote: \"The aggregate value TAM across scale up and scale out would increase by 9x\" },\n { account_or_source: \"pequityresearch (Validated Discovery)\", quote: \"AECs and pluggable form factors are expected to remain prominent for at least the next couple of years\" },\n { account_or_source: \"sssjeffpu (Validated Discovery)\", quote: \"Abstract of SMIC and LITE Earnings Notes\" },\n ],\n },\n CRDO: {\n tier: \"High-Multi\",\n key_catalyst: \"F1Q27 actuals: revenue $479M (+115% YoY), EPS beat, F2Q guide $525-535M, FY27E >85% YoY\",\n key_thesis: \"CRDO invented the AEC cable and controls 88% of that market\",\n evidence: [\n { account_or_source: \"KawzInvests (Core Trader)\", quote: \"$CRDO invented the AEC cable, and now controls 88% of that market\" },\n { account_or_source: \"sssjeffpu (Validated Discovery)\", quote: \"Revenue $479m (+115% YoY, +10% QoQ)... F2Q27 guide: Revenue $525-535m... FY27E growth: Mgmt expects >85% YoY revenue growth\" },\n ],\n },\n COHR: {\n tier: \"High-Multi\",\n key_catalyst: \"Evercore ISI CPO-delay note + Goldman Sachs 9x TAM growth forecast\",\n key_thesis: \"Beneficiary of AEC/pluggable prominence through 2027/2028\",\n evidence: [\n { account_or_source: \"pequityresearch (Validated Discovery)\", quote: \"AECs and pluggable form factors are expected to remain prominent for at least the next couple of years\" },\n { account_or_source: \"ren_stocks (Core Trader)\", quote: \"The aggregate value TAM across scale up and scale out would increase by 9x\" },\n ],\n },\n MRVL: {\n tier: \"High-Multi\",\n key_catalyst: \"F2Q actual results (rev $2.74B +37% YoY, FY27E raised to ~$12B) + maintained Buy, $290 PT\",\n key_thesis: \"Custom silicon positioning with Google/AWS/MSFT; DSP ASP upside from shortages\",\n evidence: [\n { account_or_source: \"ren_stocks (Core Trader)\", quote: \"The aggregate value TAM across scale up and scale out would increase by 9x\" },\n { account_or_source: \"sssjeffpu (Validated Discovery)\", quote: \"F2Q largely inline: $2.74bn rev (+13% QoQ / +37% YoY)... Raised FY27E rev to ~$12bn\" },\n { account_or_source: \"sssjeffpu (Validated Discovery)\", quote: \"Maintained Buy rating with a $290 price target based on 20x FY29E EPS of $14.50\" },\n ],\n },\n DELL: {\n tier: \"High-Multi\",\n key_catalyst: \"F2Q27E preview: AI server guidance raise to ~$75B + Dell family's $6.25B Trump Accounts pledge\",\n key_thesis: \"AI server demand ramp alongside a high-profile capital-commitment signal\",\n evidence: [\n { account_or_source: \"aleabitoreddit (Core Trader)\", quote: \"The Dell family pledged $6.25B / $250 each to 25M children through Trump Accounts\" },\n { account_or_source: \"sssjeffpu (Validated Discovery)\", quote: \"Expect AI server guidance raise to ~$75bn... NVL72 shipments cut to 17k\" },\n ],\n },\n NOK: {\n tier: \"High-Single\",\n key_catalyst: \"€2.8B AI/cloud orders last quarter (CEO comments)\",\n key_thesis: \"Optical/AI business seeing incredible growth tied to AI datacenter buildouts\",\n evidence: [{ account_or_source: \"KawzInvests (Core Trader)\", quote: \"Optical business seeing incredible growth. €2.8B in AI and cloud orders last quarter\" }],\n },\n SIVE: {\n tier: \"High-Single\",\n key_catalyst: \">100m CW DFB extraordinary capacity disclosure\",\n key_thesis: \"Capacity disclosure is a strong bullish signal given industry capacity context\",\n evidence: [{ account_or_source: \"aleabitoreddit (Core Trader)\", quote: \"SIVE >100m CW DFB extraordinary capacity disclosure\" }],\n },\n INTC: {\n tier: \"High-Single\",\n key_catalyst: \"$20B upsized share offering (from $15B) priced at $95, institutional demand >$100B, CEO family subscribed ~$12M\",\n key_thesis: \"Strong capital-raise demand signal plus 18A foundry progress\",\n evidence: [{ account_or_source: \"sssjeffpu (Validated Discovery)\", quote: \"share offering upsized to $20B (from $15B), priced at $95... Institutional demand reportedly >$100B. CEO + family member subscribed ~$12M\" }],\n },\n SMTC: {\n tier: \"High-Single\",\n key_catalyst: \"F2Q revenue $341.9M (+33% YoY) beat, EPS beat, record gross margin 54.5%\",\n key_thesis: \"Maintain Buy, target price $162 (22x FY28E EPS)\",\n evidence: [{ account_or_source: \"sssjeffpu (Validated Discovery)\", quote: \"F2Q revenue $341.9mn (+33% YoY, +17% QoQ), beat consensus... Non-GAAP gross margin record at 54.5%\" }],\n },\n UMC: {\n tier: \"High-Single\",\n key_catalyst: \"PIC/TFLN acceleration, target price lifted to NT$160\",\n key_thesis: \"High-margin PIC business acceleration driven by Hyperlight collaboration\",\n evidence: [{ account_or_source: \"sssjeffpu (Validated Discovery)\", quote: \"Buy | TP lifted to NT$160 - PIC/TFLN upside unlocks a higher-margin cycle\" }],\n },\n MTK: {\n tier: \"High-Single\",\n key_catalyst: \"Nvidia $3.5B investment in MediaTek via $3.9B convertible bond (Alphabet co-participating)\",\n key_thesis: \"Nvidia's first Taiwan-listed investment; expanding TPU collaboration\",\n evidence: [{ account_or_source: \"sssjeffpu (Validated Discovery)\", quote: \"Nvidia to invest $3.5bn in MediaTek via its $3.9bn CB. Alphabet also participating\" }],\n },\n SMCI: {\n tier: \"High-Single\",\n key_catalyst: \"Target price raised to $54; F4Q26 gross-margin beat (17.6%); FY27 guide $65-72B\",\n key_thesis: \"Structural 10%+ GM target with a $60B backlog and no further dilution\",\n evidence: [{ account_or_source: \"sssjeffpu (Validated Discovery)\", quote: \"Raised TP to $54. Strong F4Q26 GM beat (17.6%) + higher FY27 guide ($65-72bn)... $60bn backlog\" }],\n },\n ORCL: {\n tier: \"Medium\",\n key_catalyst: \"OpenAI GPT-6 'Astra' release\",\n key_thesis: \"ORCL well positioned to benefit from the Astra breakthrough and rising odds of hosting the best AI model\",\n evidence: [{ account_or_source: \"michaelsikand (Core Trader)\", quote: \"$ORCL looks well positioned for a\" }],\n },\n SONY: {\n tier: \"Medium\",\n key_catalyst: null,\n key_thesis: \"Value driver is monetizing the installed PS5 base via add-on content, not console unit growth\",\n evidence: [{ account_or_source: \"michaelsikand (Core Trader)\", quote: \"the stock's clear path to $30+\" }],\n },\n ALMU: {\n tier: \"Medium\",\n key_catalyst: null,\n key_thesis: \"Bearish: multiple compression hits hardest where cash flows are furthest out (quantum/photonic moonshots)\",\n evidence: [{ account_or_source: \"KawzInvests (Core Trader)\", quote: \"quantum stocks and early-stage photonic moonshots such as $ALMU, $POET, $LWLG gave back their entire runs\" }],\n },\n LWLG: {\n tier: \"Medium\",\n key_catalyst: null,\n key_thesis: \"Bearish: same multiple-compression thesis as $ALMU/$POET (same post/event)\",\n evidence: [{ account_or_source: \"KawzInvests (Core Trader)\", quote: \"quantum stocks and early-stage photonic moonshots such as $ALMU, $POET, $LWLG gave back their entire runs\" }],\n },\n POET: {\n tier: \"Medium\",\n key_catalyst: null,\n key_thesis: \"Bearish: same multiple-compression thesis as $ALMU/$LWLG (same post/event)\",\n evidence: [{ account_or_source: \"KawzInvests (Core Trader)\", quote: \"quantum stocks and early-stage photonic moonshots such as $ALMU, $POET, $LWLG gave back their entire runs\" }],\n },\n CP: {\n tier: \"Medium\",\n key_catalyst: \"TGE (token generation event)\",\n key_thesis: \"Unified AI infrastructure with real usage traction, not a single-model AI app\",\n evidence: [{ account_or_source: \"octopusycc (Core Trader)\", quote: \"already has real usage; not a single AI application, but unified AI infrastructure\" }],\n },\n SNDK: {\n tier: \"Medium\",\n key_catalyst: null,\n key_thesis: \"Structural memory supply bottleneck intact (same post/thesis as MU)\",\n evidence: [{ account_or_source: \"aleabitoreddit (Core Trader)\", quote: \"Good to have a reminder that the memory bottleneck hasn't changed!\" }],\n },\n EWY: {\n tier: \"Medium\",\n key_catalyst: null,\n key_thesis: \"Korea-listed memory/semiconductor exposure positioned for a constructive 2027 tight-supply view\",\n evidence: [{ account_or_source: \"pequityresearch (Validated Discovery)\", quote: \"Constructive 2027 view on tight supply + Chinese GPU demand\" }],\n },\n AMD: {\n tier: \"Low\",\n key_catalyst: \"Added to a third-party (GF Securities) preferred list — relayed via reply, not the candidate's own analysis\",\n key_thesis: null,\n evidence: [{ account_or_source: \"sssjeffpu (Validated Discovery)\", quote: \"AMD, Lumentum, others added to GF Securities preferred list, as AI rebound to continue\" }],\n },\n HOOD: {\n tier: \"Low\",\n key_catalyst: null,\n key_thesis: \"Korean retail sentiment favors HOOD's tokenization approach over a rival CEO's stance (sentiment-based, no concrete catalyst)\",\n evidence: [{ account_or_source: \"aleabitoreddit (Core Trader)\", quote: \"Korean retail is firmly siding with $HOOD over the $AMC CEO\" }],\n },\n COIN: {\n tier: \"Low\",\n key_catalyst: null,\n key_thesis: \"Market repricing COIN beyond simple crypto-price beta, as a growing crypto user gateway\",\n evidence: [{ account_or_source: \"octopusycc (Core Trader)\", quote: \"Coinbase is becoming an increasingly large crypto user gateway\" }],\n },\n};\n\n// Best-effort company names for well-known tickers only — left null where\n// not reliably known rather than guessed, per the spec (\"company name if\n// reliably available\").\nconst COMPANY_NAMES: Record = {\n NVDA: \"NVIDIA Corporation\", BE: \"Bloom Energy Corporation\", HOOD: \"Robinhood Markets, Inc.\",\n AVGO: \"Broadcom Inc.\", AAOI: \"Applied Optoelectronics, Inc.\", AAPL: \"Apple Inc.\",\n MU: \"Micron Technology, Inc.\", GOOGL: \"Alphabet Inc.\", LITE: \"Lumentum Holdings Inc.\",\n CRDO: \"Credo Technology Group Holding Ltd\", MSFT: \"Microsoft Corporation\", SNDK: \"SanDisk Corporation\",\n AMC: \"AMC Entertainment Holdings, Inc.\", ORCL: \"Oracle Corporation\", NBIS: \"Nebius Group N.V.\",\n MSTR: \"Strategy Inc. (MicroStrategy)\", NOK: \"Nokia Corporation\", META: \"Meta Platforms, Inc.\",\n ASML: \"ASML Holding N.V.\", DELL: \"Dell Technologies Inc.\", CRM: \"Salesforce, Inc.\",\n SONY: \"Sony Group Corporation\", TTWO: \"Take-Two Interactive Software, Inc.\", VST: \"Vistra Corp.\",\n AMZN: \"Amazon.com, Inc.\", COIN: \"Coinbase Global, Inc.\", CRCL: \"Circle Internet Group, Inc.\",\n AI: \"C3.ai, Inc.\", HPE: \"Hewlett Packard Enterprise Company\", SNOW: \"Snowflake Inc.\",\n COHR: \"Coherent Corp.\", MRVL: \"Marvell Technology, Inc.\", GPRO: \"GoPro, Inc.\",\n TTD: \"The Trade Desk, Inc.\", AMD: \"Advanced Micro Devices, Inc.\", INTC: \"Intel Corporation\",\n SMTC: \"Semtech Corporation\", UMC: \"United Microelectronics Corporation\", SMCI: \"Super Micro Computer, Inc.\",\n EWY: \"iShares MSCI South Korea ETF\", MTK: \"MediaTek Inc.\",\n};\n\n// ---------------------------------------------------------------------------\n// Component computations (all mechanical/deterministic given DB state)\n// ---------------------------------------------------------------------------\n\ninterface ConsensusRow {\n ticker: string;\n unique_accounts_mentioning: number;\n bullish_accounts: number;\n bearish_accounts: number;\n unclear_accounts: number;\n mention_count: number;\n disagreement_level: string;\n window_end: string | null;\n}\n\nfunction componentA(row: ConsensusRow | null): { score: number; consensus_state: string } {\n if (!row) return { score: 0, consensus_state: \"No Core Trader Coverage\" };\n const accounts = row.unique_accounts_mentioning;\n const directional = row.bullish_accounts + row.bearish_accounts;\n const breadthPts = (Math.min(accounts, 5) / 5) * 10;\n const strengthPts = directional > 0 ? (Math.max(row.bullish_accounts, row.bearish_accounts) / directional) * 10 : 0;\n const qualityPts = directional >= 1 ? 5 : accounts >= 1 ? 2 : 0;\n const score = Math.round((breadthPts + strengthPts + qualityPts) * 10) / 10;\n\n let consensus_state: string;\n if (directional === 0) consensus_state = accounts > 0 ? \"Mention-Only / Unclear\" : \"No Core Trader Coverage\";\n else if (row.bullish_accounts > 0 && row.bearish_accounts > 0) consensus_state = \"Disagreement\";\n else if (row.bullish_accounts > row.bearish_accounts) consensus_state = \"Bullish\";\n else consensus_state = \"Bearish\";\n\n return { score: Math.min(score, 25), consensus_state };\n}\n\nfunction componentB(\n row: ConsensusRow | null,\n fallbackWindowEnd: string | null,\n fallbackMentionCount: number,\n nowMs: number,\n): { score: number; note: string } {\n const windowEnd = row?.window_end ?? fallbackWindowEnd;\n const mentionCount = row?.mention_count ?? fallbackMentionCount;\n const note =\n \"V1 temporary proxy (mention intensity + recency of last observed activity) — only one ticker_consensus snapshot exists, so true 3h/24h/7d attention acceleration cannot be computed yet. Schema (attention_acceleration, stance_change_1d/7d/28d on ticker_consensus) is already preserved for when >=2 snapshots accumulate to diff against.\";\n if (!windowEnd) return { score: 0, note };\n\n const hoursSince = (nowMs - new Date(windowEnd).getTime()) / 3_600_000;\n let recencyPts = 0;\n if (hoursSince <= 24) recencyPts = 10;\n else if (hoursSince <= 48) recencyPts = 7;\n else if (hoursSince <= 72) recencyPts = 4;\n else if (hoursSince <= 168) recencyPts = 2;\n const intensityPts = (Math.min(mentionCount, 8) / 8) * 10;\n return { score: Math.min(Math.round((recencyPts + intensityPts) * 10) / 10, 20), note };\n}\n\nfunction componentC(ticker: string): { score: number; tier: CatalystTier; key_catalyst: string | null; key_thesis: string | null; evidence: CatalystEntry[\"evidence\"] } {\n const entry = CATALYST_TABLE[ticker];\n if (!entry) return { score: 0, tier: \"None\", key_catalyst: null, key_thesis: null, evidence: [] };\n return { score: TIER_POINTS[entry.tier], tier: entry.tier, key_catalyst: entry.key_catalyst, key_thesis: entry.key_thesis, evidence: entry.evidence };\n}\n\nfunction componentD(row: ConsensusRow | null, hasValidatedDiscovery: boolean): { score: number; layers: string[] } {\n const layers: string[] = [];\n let layerCount = 0;\n if (row) {\n const directional = row.bullish_accounts + row.bearish_accounts;\n if (directional >= 1) {\n layerCount += 1;\n layers.push(\"core_trader\");\n }\n if (directional >= 2) layerCount += 1; // second independent Core Trader account corroborating\n }\n if (hasValidatedDiscovery) {\n layerCount += 1;\n layers.push(\"validated_discovery\");\n }\n const score = Math.min((layerCount / 3) * 15, 15);\n return { score: Math.round(score * 10) / 10, layers };\n}\n\nfunction componentF(ticker: string, row: ConsensusRow | null, isNewDiscoveryOnly: boolean): number {\n if (isNewDiscoveryOnly) return 10;\n if (MEGA_CAP_SET.has(ticker)) return 2;\n if (row && row.unique_accounts_mentioning <= 1) return 7;\n return 5;\n}\n\n// ---------------------------------------------------------------------------\n// Run orchestration\n// ---------------------------------------------------------------------------\n\nexport interface MarketDiscoveryRunSummary {\n runId: number;\n generatedAt: string;\n tickerUniverseSize: number;\n coreTickerCount: number;\n newDiscoveryCount: number;\n finalistCount: number;\n finalistTickers: string[];\n coreTradersCount: number;\n promotedDiscoveredAccounts: number;\n excludedNonTickers: string[];\n identityExclusions: { ticker: string; classification: string; resolved_entity: string | null; intended_entity: string | null }[];\n}\n\n// Step A: mechanical + semantic-lookup pass. Computes A/B/C/D/F for the\n// full ticker universe, persists one snapshot row per ticker with\n// fundamental_market_score = NULL, and marks the top N (by the 90-point\n// provisional subtotal) as finalists for the bounded Component E lookup.\nexport async function runMarketDiscovery(opts: { finalistCount?: number } = {}): Promise {\n await ensureSchema();\n const finalistTarget = Math.min(Math.max(opts.finalistCount ?? 20, 1), 30);\n const generatedAt = new Date().toISOString();\n const nowMs = Date.now();\n\n const consensusRes = await sqlite.execute(`\n SELECT tc.* FROM ticker_consensus tc\n INNER JOIN (\n SELECT ticker, MAX(computed_at) AS max_computed_at FROM ticker_consensus GROUP BY ticker\n ) latest ON tc.ticker = latest.ticker AND tc.computed_at = latest.max_computed_at\n `);\n\n // Ticker/Entity Identity exclusion layer (production-data cleanup): a\n // ticker whose LATEST ticker_identity_reviews row is 'Confirmed False\n // Positive' or 'Ambiguous/Exclude' is filtered OUT of the universe here,\n // regardless of what its (possibly stale, pre-cleanup) ticker_consensus\n // row still says — this guarantees it never enters Discovery Score\n // calculations even if runConsensusAggregation hasn't re-run since the\n // review was recorded. See lib/tickerIdentity.ts.\n const identityExcludedTickers = await getExcludedTickers();\n const identityReviews = await getLatestTickerIdentityReviews();\n const consensusRows = (consensusRes.rows as unknown as ConsensusRow[]).filter(\n (r) => !identityExcludedTickers.has(r.ticker),\n );\n const consensusByTicker = new Map(consensusRows.map((r) => [r.ticker, r]));\n\n // Validated Discovery Signal: only Strong Candidates (eligible_for_promotion_review=1\n // AND classification='Strong Candidate') count as this layer, per Phase 3.2.\n const strongCandidatesRes = await sqlite.execute(\n `SELECT candidate_handle FROM candidate_validation_results WHERE classification = 'Strong Candidate' AND eligible_for_promotion_review = 1`,\n );\n const strongHandles = new Set((strongCandidatesRes.rows as any[]).map((r) => String(r.candidate_handle).toLowerCase()));\n\n const newestCandidatePostRes = await sqlite.execute(\n `SELECT MAX(posted_at) as max_posted_at FROM candidate_validation_posts`,\n );\n const candidateFallbackWindowEnd = (newestCandidatePostRes.rows[0] as any)?.max_posted_at ?? null;\n\n // Universe = every ticker with Core Trader coverage UNION every ticker in\n // VALIDATED_DISCOVERY_TICKERS whose citing candidate is still a confirmed\n // Strong Candidate right now (guards against a stale hardcoded list if\n // Phase 3.2 results are ever re-run with different classifications).\n const universe = new Set(consensusRows.map((r) => r.ticker));\n const newDiscoveryTickers: string[] = [];\n for (const [ticker, handles] of Object.entries(VALIDATED_DISCOVERY_TICKERS)) {\n if (identityExcludedTickers.has(ticker)) continue; // ticker-identity exclusion — see lib/tickerIdentity.ts\n const stillValidated = handles.some((h) => strongHandles.has(h.toLowerCase()));\n if (!stillValidated) continue;\n if (!universe.has(ticker)) {\n universe.add(ticker);\n newDiscoveryTickers.push(ticker);\n }\n }\n\n const excludedNonTickers = [\"DRAM\", \"DISK\"]; // mechanical cashtag false-positives — see module header note\n\n type Row = {\n ticker: string;\n A: number; B: number; C: number; D: number; F: number;\n consensus_state: string; attention_note: string; catalyst_tier: CatalystTier;\n key_catalyst: string | null; key_thesis: string | null; evidence: CatalystEntry[\"evidence\"];\n source_layers: string[]; bullish: number; bearish: number; unclear: number;\n is_new_discovery: boolean;\n };\n\n const rows: Row[] = [];\n for (const ticker of universe) {\n const consensusRow = consensusByTicker.get(ticker) ?? null;\n const isNewDiscoveryOnly = newDiscoveryTickers.includes(ticker);\n const hasValidatedDiscovery = Object.keys(VALIDATED_DISCOVERY_TICKERS).includes(ticker) &&\n VALIDATED_DISCOVERY_TICKERS[ticker].some((h) => strongHandles.has(h.toLowerCase()));\n\n const a = componentA(consensusRow);\n const b = componentB(consensusRow, candidateFallbackWindowEnd, 1, nowMs);\n const c = componentC(ticker);\n const d = componentD(consensusRow, hasValidatedDiscovery);\n const f = componentF(ticker, consensusRow, isNewDiscoveryOnly);\n\n const source_layers = [...d.layers];\n rows.push({\n ticker,\n A: a.score, B: b.score, C: c.score, D: d.score, F: f,\n consensus_state: a.consensus_state, attention_note: b.note, catalyst_tier: c.tier,\n key_catalyst: c.key_catalyst, key_thesis: c.key_thesis, evidence: c.evidence,\n source_layers, bullish: consensusRow?.bullish_accounts ?? 0, bearish: consensusRow?.bearish_accounts ?? 0,\n unclear: consensusRow?.unclear_accounts ?? 0, is_new_discovery: isNewDiscoveryOnly,\n });\n }\n\n rows.sort((x, y) => (y.A + y.B + y.C + y.D + y.F) - (x.A + x.B + x.C + x.D + x.F));\n const finalistTickers = new Set(rows.slice(0, finalistTarget).map((r) => r.ticker));\n\n const coreTradersCountRes = await sqlite.execute(`SELECT COUNT(*) as n FROM accounts`);\n const promotedRes = await sqlite.execute(`SELECT COUNT(*) as n FROM discovered_accounts WHERE promotion_status != 'Not Promoted'`);\n const coreTradersCount = (coreTradersCountRes.rows[0] as any).n as number;\n const promotedDiscoveredAccounts = (promotedRes.rows[0] as any).n as number;\n\n const identityExclusions = [...identityExcludedTickers].map((ticker) => {\n const review = identityReviews.get(ticker);\n return {\n ticker,\n classification: review?.classification ?? \"Unknown\",\n resolved_entity: review?.resolved_entity ?? null,\n intended_entity: review?.intended_entity ?? null,\n };\n });\n const identityExclusionNote = identityExclusions.length > 0\n ? ` Ticker-identity exclusions applied (production-data cleanup): ${\n identityExclusions.map((e) => `${e.ticker} (${e.classification})`).join(\", \")\n } — excluded from this run's universe entirely; see /ticker-identity/reviews.`\n : \"\";\n\n const runInsert = await sqlite.execute({\n sql: `INSERT INTO market_discovery_runs (generated_at, ticker_universe_size, core_ticker_count, new_discovery_count, finalist_count, fundamentals_applied_count, core_traders_count, promoted_discovered_accounts, notes) VALUES (?,?,?,?,?,?,?,?,?)`,\n args: [\n generatedAt, universe.size, consensusRows.length, newDiscoveryTickers.length,\n finalistTickers.size, 0, coreTradersCount, promotedDiscoveredAccounts,\n `Excluded non-ticker mechanical cashtag false-positives: ${excludedNonTickers.join(\", \")}. Component E (fundamental_market_score) is bounded to the ${finalistTickers.size} finalists via a separate apply-fundamentals call.${identityExclusionNote}`,\n ],\n });\n const runId = Number(runInsert.lastInsertRowid);\n\n const statements = rows.map((r) => {\n const isFinalist = finalistTickers.has(r.ticker);\n const discovery_score = r.A + r.B + r.C + r.D + r.F;\n const watchlist_status = WATCHLIST_15.has(r.ticker) ? \"Existing Watchlist\" : \"New Discovery\";\n return {\n sql: `INSERT INTO market_discovery_snapshots (\n run_id, ticker, company_name, discovery_score, max_possible_score,\n trader_consensus_score, attention_acceleration_score, catalyst_score, cross_source_score,\n fundamental_market_score, novelty_score,\n bullish_unique_accounts, bearish_unique_accounts, unclear_unique_accounts,\n consensus_state, catalyst_tier, key_thesis, key_catalyst, evidence, source_layers,\n attention_note, fundamental_note, watchlist_status, is_new_discovery_ticker, is_finalist, generated_at\n ) VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?)`,\n args: [\n runId, r.ticker, COMPANY_NAMES[r.ticker] ?? null, discovery_score, 90,\n r.A, r.B, r.C, r.D,\n null, r.F,\n r.bullish, r.bearish, r.unclear,\n r.consensus_state, r.catalyst_tier, r.key_thesis, r.key_catalyst, JSON.stringify(r.evidence), JSON.stringify(r.source_layers),\n r.attention_note, null, watchlist_status, r.is_new_discovery ? 1 : 0, isFinalist ? 1 : 0, generatedAt,\n ],\n };\n });\n // sqlite.batch has practical statement-count limits observed elsewhere in\n // this project's own collector code; chunk defensively.\n for (let i = 0; i < statements.length; i += 20) {\n await sqlite.batch(statements.slice(i, i + 20));\n }\n\n return {\n runId,\n generatedAt,\n tickerUniverseSize: universe.size,\n coreTickerCount: consensusRows.length,\n newDiscoveryCount: newDiscoveryTickers.length,\n finalistCount: finalistTickers.size,\n finalistTickers: [...finalistTickers],\n coreTradersCount,\n promotedDiscoveredAccounts,\n excludedNonTickers,\n identityExclusions,\n };\n}\n\n// Step B: applies Component E (Fundamental / Market Quality Gate) for a\n// bounded set of finalist tickers in an existing run, and recomputes\n// discovery_score / max_possible_score for just those rows. Never touches\n// rows outside the provided list.\nexport interface FundamentalUpdate {\n ticker: string;\n fundamental_market_score: number | null; // 0-10, or null if genuinely unavailable\n fundamental_note: string;\n}\n\nexport async function applyFundamentals(runId: number, updates: FundamentalUpdate[]): Promise<{ applied: number }> {\n await ensureSchema();\n let applied = 0;\n for (const u of updates) {\n const existing = await sqlite.execute({\n sql: `SELECT trader_consensus_score, attention_acceleration_score, catalyst_score, cross_source_score, novelty_score FROM market_discovery_snapshots WHERE run_id = ? 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