Trends before Wall Street digests them
Watches a curated tag library of brands, products, people, and cultural movements across consumer surfaces. The edge is EARLY detection of behavioral change — an entry fires on a fringe-first, accelerating signal on a needle-mover stock, before consensus forms. When the story reaches multi-source corroboration and mainstream press, the information-imbalance window has closed and the tag moves to Exit. Trade ideas, not advice — size from your social-arb risk-capital bucket only.
Today's only two decisions
Nothing to do right now. No buy or exit signal has cleared the gate. 14 in motion · 0 in discovery — next action: watch the supporting lanes below for acceleration, or run a fresh scan.
Review 1 source needing attention (expand for detail)
gdelt:docdegradedlast ok: 1.4h ago
5 of 26 sources quiet — adapter OK, no tag hits in the 7-day signal window (expand for detail)
articles:allquietlast ok: 24m agobluesky:publicquietlast ok: 24m agobrowser:linkedinquietlast ok: 10.6h agobrowser:threadsquietlast ok: 10.6h agobrowser:tiktokquietlast ok: 10.6h ago
31 of 57 sources degraded · 1 down — 25 fresh across the full source registry.
The two constants that decide which lane a thesis lands in — sourced from the scoring code, not per-card prose.
Fringe-first, accelerating signal on a needle-mover — before consensus forms.
Multi-source corroboration + mainstream press — the imbalance window has closed.
Entry window — tradeable BUY theses
Promotion bucket, NOT a coverage state. Fringe-first, accelerating signals on needle-mover stocks that cleared the gate, before the trend is broadly corroborated. The BUY side of the imbalance — these are sized, actionable ideas.
No thesis is in the Entry window as of 2026-10-09.
This is the BUY side of the imbalance — fringe-first, accelerating signals on needle-mover stocks that have cleared the entry gate. Cascade-imbalance multi-surface heat also ranks in High-conviction tradable packs above.
Next action: watch the Brewing and Discovery lanes below for acceleration, or run a fresh scan to pull new chatter.
Exit window — mainstreamed
Multi-source corroboration + mainstream cascade: the information-imbalance window has closed. Scale out — do NOT initiate here.
No thesis has mainstreamed as of 2026-10-09 — nothing to exit.
A tag lands here once it reaches multi-source corroboration and mainstream press, meaning the information-imbalance window has closed. Scale out when a thesis appears here; never initiate a new entry in this lane.
Next action: no thesis is open, so there is nothing to hold or exit. Watch the Entry window above for the next BUY.
Context behind the two decisions above — coverage states, brewing signal, and full audit lanes. Nothing below here is a trade.
News cascade — imbalance band· 2 cardsYETILULU
Coverage state, NOT a trade. Primary chatter + secondary culture-press are active while tertiary financial media stays quiet — the Camillo information-imbalance window. Cards here describe how a story is spreading; they only become tradeable once they surface in the Entry window lane above.
How to read this: cards here carry a hatched-rail marker — cascade state, how far a story has spread across source layers (a signal, not a trade). The solid-rail promotion-bucket cards — an actionable thesis — live in the Entry window lane further down, not here. Rule of thumb: solid rail = act, hatched rail = watch.
Brewing — one layer active, watching for corroboration· 4 cardsCROXPMRTYBIRK
Either primary chatter OR secondary press is hot, but not both. Wait for the second layer before treating as an entry window. (S-435 fix: previously these were mislabelled as imbalance.)
Mainstreaming — tertiary lit up· 8 cardsMCDNKEMARDECKNCLHMSTR+2 more
Mainstream press now covers it. Edge has compressed — fade or skip new entries.
Discovery — lightly-covered tickers, signal accelerating
TIER_3/TIER_4 tickers below the hard gate (z 1.2–1.9σ) but velocity ≥ 0.15σ/day. The system's pre-signal early-warning layer — weeks ahead of institutional research.
No TIER_3/TIER_4 candidate is above the discovery threshold (z 1.2–1.9σ, velocity ≥ 0.15σ/day) as of 2026-10-09.
Next action: run a fresh scan, or widen the tag library — the lane fills the moment a lightly-covered ticker starts accelerating.
Non-material — not a needle-mover· 6 cardsNVOGOOGLMSFTAMZNMETADOCS.L
The trend can't plausibly move this company's bottom line (mega-cap, <3% revenue exposure, or no US-listed exposure e.g. a London .L listing). Kept visible for transparency; never tradable — never an entry window.
Tag library· 83 tags, click to expand
83 tags currently tracked across 4 categories. The library is data, not code — extend via lib/socialArb/tagLibrary.ts.