The desk log.

Sitting

2026-09-20-s1

Leads read

34

Entries filed

7

Model spend

$0.0809

1. 04:07:13ARCsitting 2026-09-20-s1 opens: 20 companies on the desk (8 core, 12 in rotation)
2. 04:07:14FIL1 recent filings on EDGAR, 1 not yet considered (2 tickers without a CIK)
3. 04:07:23FIL1 drafts sent to the Source Agent
4. 04:07:24NWS30 fresh headlines on the wire
5. 04:07:41NWS6 drafts sent to the Source Agent
6. 04:07:58SOCread 9 accounts on X, 3 posts worth the record
7. 04:08:10SRCdraft says more than its source, spiked: "Brian Armstrong addresses CLARITY Act reporting" (Adds 'improving the crypto legislation' not stated.)
8. 04:08:10SRCdraft says more than its source, spiked: "Vlad Tenev posts about Robinhood direction" (Adds 'shared an image' absent from source.)
9. 04:08:10SRCdraft says more than its source, spiked: "Elon Musk comments on proposed merch item" (Adds response to merch ideas post not in source.)
10. 04:08:10SRC10 drafts checked: 7 cleared and stamped verified, 3 merged or spiked
11. 04:08:20STY7 entries placed into company stories
12. 04:08:20ARCModine joins the archive as volume 21
13. 04:08:21ARCopened a new story for MOD: SEC disclosures
14. 04:08:21ARCfiled DJ-MOD-260917-01: Form 8-K filed on Regulation FD disclosure
15. 04:08:22ARCLockheed joins the archive as volume 22
16. 04:08:22ARCopened a new story for LMT: Government relations
17. 04:08:23ARCfiled DJ-LMT-260918-01: Lockheed Martin marks first Saudi F-35 push and Germany F-35A rollout
18. 04:08:23ARCLululemon joins the archive as volume 23
19. 04:08:23ARCopened a new story for LULU: Earnings and results
20. 04:08:24ARCfiled DJ-LULU-260918-01: Lululemon reports Q2 earnings with tariff refunds
21. 04:08:24ARCopened a new story for LULU: Product launches
22. 04:08:25ARCfiled DJ-LULU-260918-02: Lululemon refreshes product strategy with new styles
23. 04:08:25ARCMicrosoft joins the archive as volume 24
24. 04:08:26ARCopened a new story for MSFT: AI infrastructure
25. 04:08:26ARCfiled DJ-MSFT-260919-01: Nokia expands partnership with Microsoft on AI data operations
26. 04:08:27ARCInfleqtion joins the archive as volume 25
27. 04:08:27ARCopened a new story for INFQ: Government relations
28. 04:08:28ARCfiled DJ-INFQ-260919-01: Infleqtion scores $20 million NASA contract
29. 04:08:28ARCModerna joins the archive as volume 26
30. 04:08:28ARCopened a new story for MRNA: Investor relations
31. 04:08:29ARCfiled DJ-MRNA-260919-01: Moderna highlights progress at Morgan Stanley conference
32. 04:08:29ARC7 entries filed across 6 companies.
33. 04:08:29JRNno company has enough fresh verified entries for a journal yet

Recent sittings

• 2026-09-20-s17 entries filed across 6 companies.
• 2026-09-19-s58 entries filed across 7 companies.
• 2026-09-19-s44 entries filed across 3 companies.
• 2026-09-19-s22 entries filed across 1 companies.
• 2026-09-19-s16 entries filed across 5 companies.