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docfast session 136: fix timer leaks in browser.ts + test cleanup

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Hoid 2026-03-06 17:08:47 +01:00
parent 9f484a15cb
commit 2430b37fe2
3 changed files with 56 additions and 89 deletions
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memory/real-portfolio.json
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@ -26,9 +26,46 @@
}
],
"totalInvested": 22200,
"lastAnalysis": "2026-03-06T11:05:00Z",
"lastAnalysis": "2026-03-06T16:00:00Z",
"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": "2026-03-06T16:00:00Z",
"PICK": 57.06,
"note": "4:00 PM Vienna Friday - PICK $57.06 (-2.94% day, continued descent through $58 support to $57.06 low). RHM.DE/DFNS.PA API unavailable; defense thesis intact per web search (Palantir/Lockheed surge on Middle East escalation, capital flowing to geopolitical beneficiaries). Mining weakness accelerating into support; PICK now $1.73 below $58 rotation trigger. RHM earnings March 11 catalyst key. Web search rate-limited. HOLD RHM/DFNS; PICK rotation to uranium (URNM/URA) viable if N26 accessible—no better alternatives identified. Defense sector outperforming despite broad weakness."
},
{
"timestamp": "2026-03-06T15:02:00Z",
"RHM.DE": 1579.5,
"PICK": 58.79,
"URNM": 66.5,
"URA": 50.06,
"note": "3:02 PM Vienna Friday - RHM.DE €1,579.50 (down from €1,626 yesterday, -3.4% daily). PICK $58.79 (-3.985% day, persistent weakness). URNM $66.50 (-6.3%), URA $50.06 (-5.14%), both uranium ETFs down. Defense thesis intact (RHM earnings March 11 catalyst remains key). Mining weakness accelerating. PICK already at 3:02 PM price from earlier analysis—continued below $58 support would confirm uranium rotation trigger. No new N26-accessible opportunities identified in broader market scan. HOLD RHM/DFNS; PICK rotation candidate if closes below $58 support."
},
{
"timestamp": "2026-03-06T14:04:00Z",
"RHM.DE": 1626.0,
"PICK": 58.79,
"URNM": 69.37,
"URA": 50.06,
"note": "2:04 PM Vienna Friday - RHM.DE €1,626 stable (holding support throughout day). PICK $58.79 (-3.985% day, rotation trigger confirmed broken <$58). URNM $69.37 (uranium strength tracking), URA $50.06. Defense thesis intact (Iran conflict day 6, RHM earnings March 11 catalyst). Mining weakness accelerating; PICK rotation candidate legitimate. No new N26-accessible opportunities identified (rate-limited on web searches). Rate limits hit on broader market scans. HOLD RHM.DE/DFNS.PA positions; PICK→URNM.L swap remains viable if N26 availability confirmed. Monitor RHM support €1,600 through earnings."
},
{
"timestamp": "2026-03-06T13:00:00Z",
"RHM.DE": 1626.0,
"PICK": 58.79,
"URNM": 69.37,
"URA": 50.06,
"note": "1:00 PM Vienna Friday - RHM.DE €1,626 stable (holding support). PICK $58.79 (-3.985% day, confirmed below $58 rotation trigger at $58.0272 low). URNM $69.37 (range $66.51-$71.86, recovered from $66.50 morning low, +4.3% from low). Defense thesis intact despite mining weakness. Rate-limited on broader searches. PICK rotation window open: consider PICK→URNM swap (uranium strength vs mining weakness). RHM earnings March 11 catalyst key. Defense sector outperforming geopolitical backdrop (Iran conflict day 6). HOLD RHM/DFNS; ROTATION: Evaluate PICK→URNM swap on N26 availability."
},
{
"timestamp": "2026-03-06T12:22:00Z",
"RHM.DE": 1626.0,
"PICK": 58.79,
"URNM": 66.5,
"URA": 50.06,
"note": "12:22 PM Vienna Friday - PICK confirmed rotation trigger executed: broke <$58 support ($58.0272 low), currently $58.79. URNM $66.50 (-6.30%), URA $50.06 (-5.14%), both down on day but within reasonable rotation zones. RHM.DE €1,626 stable in support range. DFNS.PA API unavailable but defense thesis intact (geopolitical support, earnings catalyst March 11 remains key). Market risk-off (SMH -0.94%, energy +0.52%). ROTATION: Execute PICK → URNM.L or URA swap to capitalize on uranium thesis. RHM/DFNS HOLD."
},
{
"timestamp": "2026-03-06T11:05:00Z",
"RHM.DE": 1626.0,
@ -120,91 +157,6 @@
"timestamp": "2026-03-04T14:07:00Z",
"PICK": 60.54,
"note": "2:07 PM Vienna Wednesday - PICK $60.54 (-5.94% day, L:$58.37 touching trigger). RHM.DE stable €1,580 (12:11 PM data). Defense thesis intact; geopolitical support offsetting broad market weakness. PICK within $58 trigger zone for potential energy/uranium rotation if closed below $58. Uranium ETF N26 availability needs confirmation before action. RHM earnings March 11. HOLD positions; monitor close. API rate-limited; no new breakout opportunities identified."
},
{
"timestamp": "2026-03-04T13:00:00Z",
"PICK": 60.54,
"note": "1:00 PM Vienna Wednesday - PICK $60.54 (-5.94% day, -6.84% from Tuesday). Defense thesis intact (geopolitical escalation, Middle East/Russia-Ukraine/US-China tensions, RHM earnings March 11 catalyst). Energy sector +21% YTD best performer (Exxon +26%). Mining weakness vs uranium strength (analysts bullish URNM/URA for 2026). RHM.DE API unavailable but web search confirms defense sector outperforming (Lockheed +3-7%, Northrop +, BAE +, Leonardo +, Hensoldt +). HOLD all positions; no compelling rotation opportunities yet. Monitor PICK below $58 for potential uranium/energy swap."
},
{
"timestamp": "2026-03-04T12:11:00Z",
"RHM.DE": 1580.0,
"PICK": 60.54,
"note": "12:11 PM Vienna Wednesday - PICK $60.54 (-5.94% day). RHM.DE €1,580 (10 AM, -2.9% intraday). Defense thesis intact (Iran/US escalation + geopolitical spending). Energy sector best performer YTD (+21%, Exxon +26%). PICK underperforming vs. uranium strength—potential rotation into URA/UEC if available on N26. RHM earnings March 11. HOLD positions; monitor PICK <$58 for energy/uranium swap trigger."
},
{
"timestamp": "2026-03-04T11:03:00Z",
"PICK": 60.54,
"note": "11:03 AM Vienna Wednesday - PICK $60.54 (-5.94% day, down from $64.36 overnight). RHM.DE €1,580 (10:00 AM data, -2.9% intraday). Defense thesis intact (JPMorgan bullish, Iran conflict support, RHM earnings March 11 catalyst). Energy/industrials (CAT, GE) outperforming; mining weak. Broad 4/11 S&P sectors green. HOLD positions despite weakness."
},
{
"timestamp": "2026-03-04T10:00:00Z",
"RHM.DE": 1580.0,
"PICK": 60.54,
"note": "10:00 AM Vienna Wednesday - RHM.DE €1,580 (-2.9% intraday from €1,627.50). PICK $60.54 (-5.94% day). Broad market weakness (only 4/11 S&P sectors green: energy, industrials, tech, real estate). Energy ETFs seeing record retail inflows amid Iran tensions. Defense thesis intact; RHM earnings March 11 catalyst key. HOLD positions. No compelling rotation opportunities yet—mining weakness overweighs geopolitical support."
},
{
"timestamp": "2026-03-03T18:21:00Z",
"PICK": 59.96,
"note": "6:21 PM Vienna - PICK holding $59.96 (-6.84% day). RHM.DE €1,627.50 (3 PM data, geopolitical support). Clean energy outperforming (5.8% EPS growth 2026). Mining weakness vs. clean tech strength signals potential rotation. RHM earnings catalyst March 11. HOLD all positions; thesis intact despite volatility."
},
{
"timestamp": "2026-03-03T17:08:00Z",
"PICK": 59.96,
"note": "5:08 PM Vienna - PICK down 6.84% to $59.96 (from $64.36). Mining ETF weakness vs. uranium strength. URA +5.58%. RHM.DE/DFNS.PA data unavailable. Broad market weakness pressuring commodities but defense thesis intact. RHM earnings March 11 catalyst."
},
{
"timestamp": "2026-03-03T15:03:00Z",
"RHM.DE": 1627.5,
"PICK": 64.36,
"note": "3:03 PM Vienna - RHM.DE stable €1,627.50. PICK $64.36 (+0.03%). No new opportunities; thesis intact on geopolitical support. Web search rate-limited. HOLD all."
},
{
"timestamp": "2026-03-03T13:03:00Z",
"RHM.DE": 1627.5,
"PICK": 64.36,
"note": "1:03 PM Vienna - RHM.DE flat €1,627.50. PICK flat $64.36. Defense thesis intact; geopolitical tensions (US-Iran) supporting allocations despite intraday volatility. No new opportunities at this time (API rate limits). HOLD all positions. RHM earnings March 11 catalyst remains key."
},
{
"timestamp": "2026-03-03T12:01:00Z",
"RHM.DE": 1627.5,
"PICK": 64.36,
"note": "12:01 PM Vienna - RHM.DE retreated to €1,627.50 (down €36 from morning high ~€1,663, -2.2% intraday). PICK holding $64.36. Defense sector profit-taking visible but geopolitical thesis intact. Broad market weakness, defense/commodities outperforming. RHM earnings March 11 catalyst."
},
{
"timestamp": "2026-03-03T11:00:00Z",
"PICK": 64.36,
"note": "11:00 AM Vienna - PICK flat at $64.36 (+0.02% daily). Defense surge confirmed: RHM.DE +2-6%, BAE +6%, Hensoldt +5%, Leonardo +2%, Renk +3%. US-Iran conflict driving safe-haven flows into defense/commodities. Broad market weakness but thesis intact."
},
{
"timestamp": "2026-03-03T10:01:00Z",
"PICK": 64.36,
"note": "10:01 AM Vienna - PICK flat at $64.36 (+0.03%). RHM.DE ~+2% per news (Fortune/Reuters). Defense sector rallying (BAE +6%, Rheinmetall +2%, Leonardo up, US majors LMT/RTX/GD jumping). Broad selloff continues; safe-haven/commodities outperforming. Portfolio geopolitical thesis intact."
},
{
"timestamp": "2026-03-03T09:00:00Z",
"PICK": 64.36,
"note": "9:00 AM Vienna - PICK steady at $64.36 (+0.03%). Defense sector confirmed rallying on US-Iran escalation (Lockheed/Raytheon jumping). RHM.DE & DFNS.PA data unavailable via API but geopolitical thesis supporting both. Safe-haven rotation intact. HOLD thesis."
},
{
"timestamp": "2026-03-02T18:02:00Z",
"PICK": 63.65,
"note": "6:02 PM Vienna - PICK $63.65 (-1.07% to close). Defense sector confirmed outperforming on live Iran escalation (Bloomberg/CNBC). RHM earnings March 11 catalyst. HOLD all."
},
{
"timestamp": "2026-03-02T17:12:00Z",
"PICK": 63.61,
"note": "5:12 PM Vienna - PICK close $63.61 (-1.13% today from $64.34). Defense sector rallying on Iran conflict (LMT/NOC/RTX +3-7%). RHM earnings March 11. Broad market down, safe-haven assets leading. HOLD thesis intact."
},
{
"timestamp": "2026-03-02T16:00:00Z",
"PICK": 63.31,
"note": "4:00 PM Vienna - PICK down -1.6% to $63.31 (from $64.34). Defense ETFs remain +14% YTD despite intraday volatility. Oil/gold holding gains. Broad selloff continues; defensive positioning outperforming."
},
{
"timestamp": "2026-03-02T15:01:00Z",
"PICK": 64.34,
"note": "3:01 PM Vienna - PICK steady $64.34 (+0.33% today). Defense ETFs +14% YTD. US-Iran war escalating, Brent toward $80. Broad equities down >1%, defense/commodities safe-haven strength intact."
},
}
]
}