PM Mission Control - Lodestar Research System

SINCE LAST RUN - vs 2026-09-03

5 cells changed11 new queue items4 resolved43 aging >7d1 pulse flips

show 14 change(s)

6857 VALSCAN: stale -> built
AVGO FIN: stale -> built
MU VALSCAN: stale -> built
RBLX DEBATE: built -> stale
RBLX DOSSIER: built -> stale
6976 pulse: approaching: 6976-th-004, 6976-th-006
new: calibration-open AMAT cal-0040
new: calibration-open AMAT cal-0041
new: calibration-open CRDO cal-0033
new: calibration-open CRDO cal-0034
new: calibration-open CRDO cal-0035
new: calibration-open MRVL cal-0036
new: calibration-open MRVL cal-0037
new: calibration-open MRVL cal-0038

FALSIFICATION WATCH - 20 of 33 held name(s) flagged; click a ticker for its drawer. The "thesis pulse" toolbar toggle is the board-wide VIEW of this evidence health; "run /red-team" builds a fresh adversarial report for ONE name

long	⚠ 2 approaching: 6976-th-004, 6976-th-0063 zero-challenge claim(s) · 15d since a challenge	run /red-team
long	3 zero-challenge claim(s) · 2d since a challenge1 falsified	run /red-team
long	3 falsified	run /red-team

17 more held name(s) carry zero-challenge claims (confirmation-bias watch) - expand, or action via /red-team

long	4 zero-challenge claim(s) · 24d since a challenge	run /red-team
long	4 zero-challenge claim(s) · 128d since a challenge	run /red-team
long	3 zero-challenge claim(s) · 37d since a challenge	run /red-team
long	3 zero-challenge claim(s) · 81d since a challenge	run /red-team
long	3 zero-challenge claim(s) · 93d since a challenge	run /red-team
long	3 zero-challenge claim(s) · 36d since a challenge	run /red-team
long	3 zero-challenge claim(s) · 82d since a challenge	run /red-team
long	2 zero-challenge claim(s) · 15d since a challenge	run /red-team
short	2 zero-challenge claim(s) · 79d since a challenge	run /red-team
long	2 zero-challenge claim(s) · 37d since a challenge	run /red-team
long	2 zero-challenge claim(s) · 2d since a challenge	run /red-team
long	1 zero-challenge claim(s) · 37d since a challenge	run /red-team
long	1 zero-challenge claim(s) · 14d since a challenge	run /red-team
long	1 zero-challenge claim(s) · 60d since a challenge	run /red-team
long	1 zero-challenge claim(s) · 36d since a challenge	run /red-team
short	1 zero-challenge claim(s) · 23d since a challenge	run /red-team
short	1 zero-challenge claim(s) · 37d since a challenge	run /red-team

How this dashboard works - the daily loop

Read top-down. The SINCE-LAST-RUN ribbon is what moved since the previous build; the FALSIFICATION WATCH strip above is the most urgent thesis signal on the page.
01 Coverage is the estate. One row per name, four views (build / tape & targets / pulse / comps). Click any cell or ticker to open its drawer: the latest report, what is missing, and the buttons to fix it.
Two button kinds. run = whitelisted click-to-run (pulls, processing, report builds) in a visible window you can Ctrl+C; ⧉ copy = analyst-gated commands you paste yourself. Judgment (adjudicate / promote / veto) lives on the Review Board (nav 09), never here; SAVE in tape & targets records YOUR target inputs, journaled.
The loop: 00 Book (which held names moved, by named tier) → 05 the numbered decisions (reply decide N verb on the standup thread, or click) → 02 radar (who prints this week) → drill drawers as needed. 06 freshness / 07 ops are exception strips - read them only when a chip is red. Everything is counts and dates from the stores - no scores, no sizing, no price targets. Report-only work (reviews, reconcile-gap, red-team, falsification checks) runs itself in the nightly analyst shift - it is never yours to run.

What moved against the theses

Book

The held names ranked by what moved against or for their theses since the last brief - named tiers (thesis at risk / event window / thesis fed / quiet), never a score. Same facts as the standup's Book; the numbered decisions below are the same list the brief numbers.

Since 2026-09-03T08:31 (watermark): 14 at risk, 0 in the event window, 10 fed, 10 quiet of 34 held. Watch fires are count thresholds; only a falsification check tests a kill condition.

Credo longthesis at risk

what changed a MATERIAL CHALLENGE report; an adverse verdict for the position; hard new evidence against a core claim (or confirming a named risk); new data / a non-adverse report; adjudication due or staged claims - 2 hard challenge(s) on crdo-th-005 (T1 mgmt/print 2026-09-01)

my read init-valuation valuation_scan_v9.md: Credo fell 29% in four sessions on a beat-and-raise; at $165 the reverse-DCF still implies a 77% revenue CAGR against 55% consensus, and the band engine's own current multiples are stuck at pre-crash levels.