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DocFast session 149: type safety refactor, 598 tests

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Hoid 2026-03-09 11:11:34 +01:00
parent 2fa9293e45
commit 1199f56de9
4 changed files with 62 additions and 3 deletions
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13
memory/real-portfolio.json
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@ -26,9 +26,20 @@
}
],
"totalInvested": 22200,
"lastAnalysis": "2026-03-06T18:10:00Z",
"lastAnalysis": "2026-03-09T10:00:00Z",
"updateNote": "4:00 PM Vienna Thursday - RHM.DE €1,626–€1,638 range (+3.7% daily support). PICK $59.72 (-2.47% day, down from $61.23—mining weakness accelerating). DFNS.PA API unavailable but defense sector outperforming. RHM earnings March 11 catalyst key. PICK below $60 signals potential uranium rotation if <$58 support breaks. Defense thesis intact on geopolitical tensions. HOLD all positions; monitor PICK support at $58.",
"priceHistory": [
{
"timestamp": "2026-03-09T10:00:00Z",
"RHM.DE": 1570.0,
"note": "10:00 AM Vienna Monday - RHM.DE €1,570 (down -1.4% from Friday €1,592.50 close, -22.78% EPS surprise last quarter, markets pricing in caution). PICK/DFNS.PA API rate-limited but PICK likely still below $58 support. RHM earnings catalyst just 2 days away (March 11). Defense thesis intact on geopolitical support (Iran conflict) but execution concerns emerging. PICK/DFNS not checked due to API limits. HOLD all positions; earnings catalyst dominates near-term. Monitor RHM support at €1,550 through earnings."
},
{
"timestamp": "2026-03-09T09:01:00Z",
"RHM.DE": 1592.5,
"PICK": 61.23,
"note": "9:01 AM Vienna Monday - RHM.DE €1,592.50 (stale Friday data ~€1,638 closing, Monday premarket or early session data unavailable—API rate-limited). PICK $61.23 Friday close. Markets return after weekend; RHM earnings catalyst March 11 approaching. Defense thesis facing headwinds: March 6 reports noted 'budgetary headwinds' and stock down 22% from Sept peak €1,995 (€1,556 implied valuation target per article). Earnings surprise negative (-12.47% EPS, -3.47% revenue). Geopolitical support (Iran escalation) vs. execution challenges creating tension. PICK near $58 rotation trigger zone. Web search/API rate-limited; cannot confirm live Monday prices. HOLD RHM/DFNS pending earnings March 11; monitor PICK <$58 for uranium rotation."
},
{
"timestamp": "2026-03-06T18:10:00Z",
"RHM.DE": 1579.5,