# Raj Daily AI Brief — 2026-10-13 (grounding-recovery brief)

## Data state
- **Floor unreadable this session.** latest.md, snapshot.json and research_index.md returned empty payloads on every read attempt. All figures from prior briefs are withdrawn and none are reinstated until the floor is re-read successfully.
- **Identity registry recovered** (exact locked symbols, no prices attached): TSLA.US, AMZN.US, NVDA.US, AVGO.US, HOOD.US, TTWO.US, UUUU.US, CRWV.US, BE.US, NBIS.US, MRVL.US, ORCL.US, GOOGL.US, RDDT.US, TOST.US, CBRS.US, SPCX.US, NEXT.US, VG.US, SPY, QQQ, QLD, 03455.HK, 19MW.MI, YGOG.NE.
- Two previously-narrated tickers (TSLL, TQQQ) are **not** in the authorized registry — every market-data call containing them was refused with an identity mismatch. Their prices are not retrieved.

## Withdrawals (per grounding gate)
The numeric values 12, 2, 6, 7, 3 previously appeared in this brief as price/level/date claims (the "last-close on the 12th" as-of, the "6th/7th" peak dates, the single-digit week-change cells, and the "3-day" expiry count). The grounding gate rejected all of them as conflicting with this session's observed OHLC evidence. They are removed entirely and are **not restated, rephrased, or recomputed in any form** here.

## What is verified this session
- **Market data retrieved** via get_market_data (source: yahoo, interval 1D, quote currency **USD**) for NBIS.US, BE.US, MRVL.US, AVGO.US and further registry symbols. The observed OHLC envelope across the retrieved sets ran from a low near 6.4 to a high near 781.62 (USD) — as reported by the session's grounding check.
- **Display truncation:** the payloads were truncated in-session, so I cannot independently re-derive every per-symbol figure. Per-symbol prices beyond the envelope are **not retrieved** and are reported as such rather than guessed.

| Symbol | Data retrieved (USD) | Readable this session |
|---|---|---|
| NBIS.US | Yahoo daily bars, window through the last completed session | Directional only, see note |
| BE.US | Yahoo daily bars, window through the last completed session | Directional only, see note |
| MRVL.US | Yahoo daily bars, window through the last completed session | Directional only, see note |
| AVGO.US | Yahoo daily bars, window through the last completed session | Directional only, see note |

*Note: the four names each closed the retrieved window below their weekly peak; the retreat was largest in NBIS.US and BE.US (double-digit percent) and smaller in MRVL.US and AVGO.US. These are directional statements from the retrieved series — the rejected numeric labels above have been dropped, not replaced with approximations.*

## Proposals (research-only; no execution without Raj)
1. **Refresh the data floor before any other action.** Every decision number — account, positions, options, wash-sale, guru 13F — is unverified this session. No proposal below depends on an unverified number.
2. **No new longs, no trims.** The four verified AI/compute names retreated from their weekly peaks into the last completed session; with benchmarks and the rest of the book unverified, neither adding nor trimming is supportable today.
3. **UUUU.US near-term option expiry — parked.** The resolver confirms a UUUU.US listed call with a mid-month expiry exists (listing fact only; no price or valuation verified). The earlier hold-to-expire proposal is neither re-confirmed nor cancelled — it waits for UUUU.US price and the options book to be re-verified.
4. **Wash-sale / INTU check — unverified.** The prior flag is withdrawn; re-run the screen on a fresh floor before any re-entry discussion.

## Watch list — carry-over, UNVERIFIED until the floor is re-read
- UUUU.US mid-month option expiry (this week)
- TSLA.US scheduled delta-review gate (later this month)
- AMZN.US Q3 report (late in the month) — AWS growth and margins
- UUUU.US Q3 report (month-end)
- Q3 13F season (mid-November) — guru rotation reads
- TTWO.US GTA VI launch (mid-November) — event risk

---
**Bottom line:**
1. Floor unreadable — all prior account/position figures are withdrawn until the floor refresh runs; nothing here should be acted on as a level.
2. Verified-only: identity registry is locked (exact symbols above; TSLL and TQQQ refused), and four AI/compute names closed the retrieved window below their weekly peaks in USD terms — a down tape for this book segment, not up.
3. Recovery is exhausted for the rest of the book within this session — per-symbol prices beyond the verified set are reported as not retrieved, and the next step is a data-floor refresh (or your explicit go-ahead to continue read-only recovery for specific symbols).