daily digest
What's new
A site-wide digest of what landed in the vault. Newest first; pick a day to read that entry.
2026-09-252026-09-242026-09-232026-09-222026-09-212026-09-182026-09-172026-09-162026-09-152026-09-142026-09-112026-09-10
What’s new — 2026-09-24
Delta since Wed morning digest. Research output, not advice. Stock-market detail:
vault/projects/stock-market/dispatch/2026-09-24.md.
Top of mind
- WuXi Answer still unread: ECF 29 on CourtListener; RECAP PDF still 404 (thirty-second day). Contradiction stays a human call — do not re-date TMO. OMB BCOC list still Dec 18. biosecure-cdmo-scarcity-to-western-cdmo-pricing-power
- Germany drug-price / USTR 301: encyclopedia minted
german-drug-pricing(trade-policy transmission via Lilly, not injectable-capacity). german-drug-pricing-to-section-301-retaliation - Near gates: Flight 14 NET Sep 28; FERC PJM silent (Sep 29); MU Q4 Sep 30; Roadster Oct 1; LLY Q3 Oct 29.
By context
Artificial intelligence
- SemiAnalysis ClusterMAX 3.0 (Nebius joins CoreWeave in Platinum) attached to the existing neocloud-financing spine — not a net-new AI-infra chain; do not emit NBIS. Idle X / 10am ingest still dark on the spend-cap.
Stock market
- Wed prospect-chains (#278): log-only again, 0 auto-drafts after mining China destock color + Lilly Houston Foundayo groundbreak + event-day still-nos.
- Thu headless daily: same WuXi / FERC / 18A / MU calendars; SCHW tape restates Q2 NII guide (do not graduate); DAT van still $2.17. Zero net-new AI-infra (32nd weekday). →
vault/projects/stock-market/dispatch/2026-09-24.md
Encyclopedia
- 24 Sep overnight (#279): created
german-drug-pricing; refreshed 9 (gas STEO, Taiwan LNG, passive-bid Trump Accounts, hormuz-nitrogen, private-credit, rare-earths, inference-beyond-gpu, cash-float, rare-disease-fda); extendedglp1-complex(Houston $6.5B Foundayo API groundbreak). Index 76→77.
Latest AI
- Still no post-#242 AI wiki commit; X spend-cap holds. ClusterMAX is attach-only neocloud color.
Leftovers (once)
- Western CDMO — Answer filed, unread; human call when RECAP has the PDF.
- 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).
- AssemblyAI negative balance is skipping in-scope podcasts on the stock-market DAILY path.
What landed
- #278 — prospect-chains stock-market 2026-09-23 (log-only, 0 auto-drafts)
- #279 — Encyclopedia nightly (24 Sep; german-drug-pricing + glp1 Houston extend)
- Stock-market dispatch 2026-09-24 (direct to main; ClusterMAX attach + event-day still-nos)