What’s new — 2026-09-22

Delta since Mon morning digest. Research output, not advice. Stock-market detail: vault/projects/stock-market/dispatch/2026-09-22.md.

Top of mind

• WuXi Answer still unread: ECF 29 on CourtListener since Fri; RECAP PDF still 404. Contradiction spine now filed as a thin question (western-cdmo-pricing-power-vs-mab-fill-finish-deflation) — pricing-power claim and −15% mAb fill-finish kept explicit. Do not re-date TMO. OMB BCOC list still Dec 18. biosecure-cdmo-scarcity-to-western-cdmo-pricing-power
• TSLA Oct 1 Roadster: pre-event brief + Gage hold-the-directed-10 / no-add (judgment, not grain). Halo on tesla; not FSD. Production still ~2027–2028 unless re-based.
• Gage early-chain ×5: HEL Helios still Non-POR; HD without Pro %; NUE structural DC without mill-mix; ATI↔CRS same-category not same-line kill. None graduated.
• Near gates: FERC PJM silent (Sep 29); MU Q4 Sep 30; Roadster Oct 1.

By context

Artificial intelligence

• No new AI-thread grain. Encyclopedia ai-capital-markets refreshed: Gerstner / Altimeter ~25 GW vs Patel 43 GW + $180B offtake floor (no derate graduate).
• Idle X / 10am ingest still dark on the spend-cap.

Stock market

• First standing weekday prospect-chains fire: log-only, 0 auto-drafts (fertility sidecar used; bar not cleared).
• Tue dispatch: WuXi unread; Intel +12% tape ≠ 18A; DAT van $2.17 → vault/projects/stock-market/dispatch/2026-09-22.md

Encyclopedia

• 21 Sep evening (#271): refreshed ai-capital-markets, glp1-complex (Lilly FOIA MFN carveout); extended aging-us-grid (steel +25% / 55 wk). Minted 0.

Latest AI

• Still no post-#242 AI wiki commit; X spend-cap holds.
• Capital-markets GW/offtake color via encyclopedia refresh, not a new AI clipping.

Leftovers (once)

• Western CDMO — Answer filed, unread; contradiction question filed; human call when RECAP has the PDF. biosecure-cdmo-scarcity-to-western-cdmo-pricing-power
• CUDA Step 2 still unmerged AgentX vs Jalapeño InferenceX — held.
• energy-oil cluster label still wrong live names — hygiene.
• Pending multi-context podcast pool still skipped under “this source only.”
• user-X monthly spend-cap 403 still blocks idle X / paused 10am ingest.
• ~48 honest-partial leftovers from explore-chain #257–#263 (detect queue empty).

What landed

• #267 — TSLA Roadster Oct 1 pre-event brief
• #268 — Gage TSLA Oct 1 Roadster mark (judgment)
• #269 — prospect-chains stock-market 2026-09-21 (log-only, 0 auto-drafts)
• #270 — Gage early-chain strengthen ×5 (none graduated; CDMO contradiction spine)
• #271 — Encyclopedia nightly (21 Sep evening; ai-capital-markets + glp1 + aging-us-grid)
• Stock-market dispatch 2026-09-22 (direct to main)