BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//DeepStack//The Docket//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:The DeepStack Docket
X-WR-CALDESC:The dated tests that will settle each DeepStack story.
BEGIN:VEVENT
UID:p02-t01@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20270101
DTEND;VALUE=DATE:20270102
SUMMARY:DeepStack test (Jan 1\, 2027): Part 02
DESCRIPTION:Quarterly deployed gigawatts will test the roughly 10 GW site
  plan against 0.4 GW operating now.\nStory: SpaceX Is Funding an AI Bet 
 Before the Proof\nhttps://deepstack.ltd/stories/spacex-after-the-ipo-exi
 t-liquidity/#watch\nAnalysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/spacex-after-the-ipo-exit-liquidity/#wa
 tch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p02-t02@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20290501
DTEND;VALUE=DATE:20290601
SUMMARY:DeepStack test (By May 31\, 2029): Part 02
DESCRIPTION:Anthropic’s $1.25B monthly commitment expires\; payment dur
 ability will test contracted AI demand.\nStory: SpaceX Is Funding an AI 
 Bet Before the Proof\nhttps://deepstack.ltd/stories/spacex-after-the-ipo
 -exit-liquidity/#watch\nAnalysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/spacex-after-the-ipo-exit-liquidity/#wa
 tch
CATEGORIES:DeepStack,The Docket
STATUS:TENTATIVE
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p03-t01@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20261110
DTEND;VALUE=DATE:20261111
SUMMARY:DeepStack test (Nov 10\, 2026): Part 03
DESCRIPTION:Short-term premiums collapsing toward long-term rates would w
 eaken the backwardation warning\; persistence would make it harder to di
 smiss.\nStory: The Machines Will Work. The Debt Might Not.\nhttps://deep
 stack.ltd/stories/the-debt-behind-the-machines/#watch\nAnalysis and opin
 ion\, not investment advice.
URL:https://deepstack.ltd/stories/the-debt-behind-the-machines/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p03-t03@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20270101
DTEND;VALUE=DATE:20270102
SUMMARY:DeepStack test (Jan 1\, 2027): Part 03
DESCRIPTION:Resilient hyperscaler free cash flow would ease leverage fear
 s\; negative cash flow would validate Erkan’s tripwire.\nStory: The Ma
 chines Will Work. The Debt Might Not.\nhttps://deepstack.ltd/stories/the
 -debt-behind-the-machines/#watch\nAnalysis and opinion\, not investment 
 advice.
URL:https://deepstack.ltd/stories/the-debt-behind-the-machines/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p03-t04@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20260908
DTEND;VALUE=DATE:20260909
SUMMARY:DeepStack test (Sep 8\, 2026): Part 03
DESCRIPTION:The next $50B-$60B issuance will show whether new-issue conce
 ssions keep widening or start to normalize. Result: refuted.\nStory: The
  Machines Will Work. The Debt Might Not.\nhttps://deepstack.ltd/stories/
 the-debt-behind-the-machines/#watch\nAnalysis and opinion\, not investme
 nt advice.
URL:https://deepstack.ltd/stories/the-debt-behind-the-machines/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p04-t01@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20270101
DTEND;VALUE=DATE:20270102
SUMMARY:DeepStack test (Jan 1\, 2027): Part 04
DESCRIPTION:Alphabet discloses its higher 2027 budget\; a rise in the sto
 ck revives the defense case\, another fall validates the return test.\nS
 tory: AI Spending Has Met Its First Real Bill\nhttps://deepstack.ltd/sto
 ries/the-market-stops-paying-for-faith/#watch\nAnalysis and opinion\, no
 t investment advice.
URL:https://deepstack.ltd/stories/the-market-stops-paying-for-faith/#watc
 h
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p04-t03@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20270101
DTEND;VALUE=DATE:20270102
SUMMARY:DeepStack test (Jan 1\, 2027): Part 04
DESCRIPTION:Hyperscaler free cash flow shows whether operating cash flow 
 catches capex growth\; a catch-up makes external funding temporary.\nSto
 ry: AI Spending Has Met Its First Real Bill\nhttps://deepstack.ltd/stori
 es/the-market-stops-paying-for-faith/#watch\nAnalysis and opinion\, not 
 investment advice.
URL:https://deepstack.ltd/stories/the-market-stops-paying-for-faith/#watc
 h
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p04-t04@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20260908
DTEND;VALUE=DATE:20260909
SUMMARY:DeepStack test (Sep 8\, 2026): Part 04
DESCRIPTION:$50B–60B of queued paper prices\; narrower concessions supp
 ort absorption\, wider spreads signal borrower scrutiny. Result: refuted
 .\nStory: AI Spending Has Met Its First Real Bill\nhttps://deepstack.ltd
 /stories/the-market-stops-paying-for-faith/#watch\nAnalysis and opinion\
 , not investment advice.
URL:https://deepstack.ltd/stories/the-market-stops-paying-for-faith/#watc
 h
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p05-t04@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20280103
DTEND;VALUE=DATE:20280104
SUMMARY:DeepStack test (Jan 3\, 2028): Part 05
DESCRIPTION:Return on invested capital should be visible by Romero’s de
 adline\; failure would turn today’s extraordinary economics into a fir
 st-year illusion.\nStory: OpenAI and Anthropic Are Not the Same Business
 \nhttps://deepstack.ltd/stories/anthropic-grew-142-percent-openai/#watch
 \nAnalysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/anthropic-grew-142-percent-openai/#watc
 h
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p06-t01@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20261210
DTEND;VALUE=DATE:20261211
SUMMARY:DeepStack test (Dec 10\, 2026): Part 06
DESCRIPTION:ERCOT is due to verify its first large-load batch study\; the
  cleared list shows whether Texas weeds out speculators or rations power
 .\nStory: Power Doesn’t Depreciate. Its Premium Moves.\nhttps://deepst
 ack.ltd/stories/power-doesnt-depreciate/#watch\nAnalysis and opinion\, n
 ot investment advice.
URL:https://deepstack.ltd/stories/power-doesnt-depreciate/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p06-t02@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20261201
DTEND;VALUE=DATE:20270101
SUMMARY:DeepStack test (By Dec 31\, 2026): Part 06
DESCRIPTION:Nebius must turn 800MW–1GW connected against 5GW contracted
  into Vineland revenue\; commissioning and GPU fill test execution.\nSto
 ry: Power Doesn’t Depreciate. Its Premium Moves.\nhttps://deepstack.lt
 d/stories/power-doesnt-depreciate/#watch\nAnalysis and opinion\, not inv
 estment advice.
URL:https://deepstack.ltd/stories/power-doesnt-depreciate/#watch
CATEGORIES:DeepStack,The Docket
STATUS:TENTATIVE
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p06-t05@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20290101
DTEND;VALUE=DATE:20290102
SUMMARY:DeepStack test (Jan 1\, 2029): Part 06
DESCRIPTION:Bloom staying sold out while FuelCell Energy keeps signing wo
 uld show scarcity has moved from the grid to factories.\nStory: Power Do
 esn’t Depreciate. Its Premium Moves.\nhttps://deepstack.ltd/stories/po
 wer-doesnt-depreciate/#watch\nAnalysis and opinion\, not investment advi
 ce.
URL:https://deepstack.ltd/stories/power-doesnt-depreciate/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p07-t01@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20261028
DTEND;VALUE=DATE:20261029
SUMMARY:DeepStack test (Oct 28\, 2026): Part 07
DESCRIPTION:The Fed meets\; another hike would support Klein’s inflatio
 n reading\, while no move would strengthen Paulson’s case that Septemb
 er was a mistake.\nStory: The Fed Hiked. The Long End Still Climbed.\nht
 tps://deepstack.ltd/stories/the-fed-hiked-the-long-end-kept-climbing/#wa
 tch\nAnalysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/the-fed-hiked-the-long-end-kept-climbin
 g/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p07-t02@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20261015
DTEND;VALUE=DATE:20261016
SUMMARY:DeepStack test (Oct 15\, 2026): Part 07
DESCRIPTION:Treasury publishes August foreign holdings\; renewed Japanese
  buying despite poor hedged returns would undercut the missing-buyer the
 sis behind the long-end selloff. Result: refuted.\nStory: The Fed Hiked.
  The Long End Still Climbed.\nhttps://deepstack.ltd/stories/the-fed-hike
 d-the-long-end-kept-climbing/#watch\nAnalysis and opinion\, not investme
 nt advice.
URL:https://deepstack.ltd/stories/the-fed-hiked-the-long-end-kept-climbin
 g/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p07-t04@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20280103
DTEND;VALUE=DATE:20280104
SUMMARY:DeepStack test (Jan 3\, 2028): Part 07
DESCRIPTION:Leveraged-loan and corporate maturities arrive\; stress would
  show today’s rates are reaching AI’s borrowers.\nStory: The Fed Hik
 ed. The Long End Still Climbed.\nhttps://deepstack.ltd/stories/the-fed-h
 iked-the-long-end-kept-climbing/#watch\nAnalysis and opinion\, not inves
 tment advice.
URL:https://deepstack.ltd/stories/the-fed-hiked-the-long-end-kept-climbin
 g/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p08-t01@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20261029
DTEND;VALUE=DATE:20261030
SUMMARY:DeepStack test (Oct 29\, 2026): Part 08
DESCRIPTION:September-quarter results test cash flow toward $2 trillion a
 nd whether maintenance costs enter accounting.\nStory: AI Lenders Are Fi
 nancing the End of Scarcity\nhttps://deepstack.ltd/stories/the-scarcity-
 is-the-collateral/#watch\nAnalysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/the-scarcity-is-the-collateral/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p08-t02@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20261123
DTEND;VALUE=DATE:20261124
SUMMARY:DeepStack test (Nov 23\, 2026): Part 08
DESCRIPTION:New Mexico rules on the fuel-cell permit\; approval supports 
 schedule\, denial turns Oracle’s notice into a warning.\nStory: AI Len
 ders Are Financing the End of Scarcity\nhttps://deepstack.ltd/stories/th
 e-scarcity-is-the-collateral/#watch\nAnalysis and opinion\, not investme
 nt advice.
URL:https://deepstack.ltd/stories/the-scarcity-is-the-collateral/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p08-t03@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20270201
DTEND;VALUE=DATE:20270202
SUMMARY:DeepStack test (Feb 1\, 2027): Part 08
DESCRIPTION:Pipeline in-service date tests whether Project Jupiter can se
 cure fuel for its planned campus.\nStory: AI Lenders Are Financing the E
 nd of Scarcity\nhttps://deepstack.ltd/stories/the-scarcity-is-the-collat
 eral/#watch\nAnalysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/the-scarcity-is-the-collateral/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p09-t01@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20261021
DTEND;VALUE=DATE:20261022
SUMMARY:DeepStack test (Oct 21\, 2026): Part 09
DESCRIPTION:Meta reports its September quarter\; users\, transaction volu
 me and fees would show whether downloads are becoming a business.\nStory
 : Habit Was the Moat. Agents Are Draining It.\nhttps://deepstack.ltd/sto
 ries/habit-was-the-moat/#watch\nAnalysis and opinion\, not investment ad
 vice.
URL:https://deepstack.ltd/stories/habit-was-the-moat/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p09-t02@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20261103
DTEND;VALUE=DATE:20261104
SUMMARY:DeepStack test (Nov 3\, 2026): Part 09
DESCRIPTION:Booking reports room nights and direct mix\; the result tests
  whether the agent or the incumbent owns the booking.\nStory: Habit Was 
 the Moat. Agents Are Draining It.\nhttps://deepstack.ltd/stories/habit-w
 as-the-moat/#watch\nAnalysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/habit-was-the-moat/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p09-t03@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20261116
DTEND;VALUE=DATE:20261117
SUMMARY:DeepStack test (Nov 16\, 2026): Part 09
DESCRIPTION:Nike holds its investor day\; margin targets and demand plans
  show how much selling still assumes human choice.\nStory: Habit Was the
  Moat. Agents Are Draining It.\nhttps://deepstack.ltd/stories/habit-was-
 the-moat/#watch\nAnalysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/habit-was-the-moat/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p09-t04@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20270101
DTEND;VALUE=DATE:20270102
SUMMARY:DeepStack test (Jan 1\, 2027): Part 09
DESCRIPTION:The first tax season with agents tests whether households sti
 ll pay Intuit for certainty or ask an agent.\nStory: Habit Was the Moat.
  Agents Are Draining It.\nhttps://deepstack.ltd/stories/habit-was-the-mo
 at/#watch\nAnalysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/habit-was-the-moat/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p10-t01@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20261028
DTEND;VALUE=DATE:20261029
SUMMARY:DeepStack test (Oct 28\, 2026): Part 10
DESCRIPTION:Microsoft and Alphabet report October 28\, after Meta on Octo
 ber 21\, and Amazon follows on October 29\; depreciation\, server lives 
 and 29.5% growth will test the earnings denominator.\nStory: The Bubble 
 Is in the Denominator\nhttps://deepstack.ltd/stories/the-bubble-is-in-th
 e-denominator/#watch\nAnalysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/the-bubble-is-in-the-denominator/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p10-t02@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20261001
DTEND;VALUE=DATE:20261101
SUMMARY:DeepStack test (By Oct 31\, 2026): Part 10
DESCRIPTION:Anthropic filing or listing reveals audited revenue\, losses 
 and concentration\, testing the $400B revenue milestone.\nStory: The Bub
 ble Is in the Denominator\nhttps://deepstack.ltd/stories/the-bubble-is-i
 n-the-denominator/#watch\nAnalysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/the-bubble-is-in-the-denominator/#watch
CATEGORIES:DeepStack,The Docket
STATUS:TENTATIVE
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p10-t06@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20270712
DTEND;VALUE=DATE:20270713
SUMMARY:DeepStack test (Jul 12\, 2027): Part 10
DESCRIPTION:The record holds or breaks: whether the Thrift Savings Plan's
  C Fund\, which holds the S&P 500 with dividends reinvested\, closes abo
 ve its October 6 high of $126.18 on any day through July 12\, 2027.\nSto
 ry: The Bubble Is in the Denominator\nhttps://deepstack.ltd/stories/the-
 bubble-is-in-the-denominator/#watch\nAnalysis and opinion\, not investme
 nt advice.
URL:https://deepstack.ltd/stories/the-bubble-is-in-the-denominator/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p11-t01@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20261028
DTEND;VALUE=DATE:20261029
SUMMARY:DeepStack test (Oct 28\, 2026): Part 11
DESCRIPTION:Microsoft reports: the share of backlog due within twelve mon
 ths\, 30% last quarter\, and whether the near book's growth closes on th
 e far book's 113%\; at Alphabet\, whether the TPU contracts inside cloud
  backlog get a size\; at Meta\, which reports October 21\, whether the $
 10.8 billion of restricted cash stays restricted.\nStory: The Backlog Is
  Not the Quarter\nhttps://deepstack.ltd/stories/the-backlog-is-not-the-q
 uarter/#watch\nAnalysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/the-backlog-is-not-the-quarter/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p11-t02@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20261118
DTEND;VALUE=DATE:20261119
SUMMARY:DeepStack test (Nov 18\, 2026): Part 11
DESCRIPTION:Nvidia reports: days sales outstanding after the move to a ye
 ar of payment terms\, whether five customers still carry 70% of receivab
 les\, and whether guidance near 70% moves toward the unconstrained figur
 e as supply arrives.\nStory: The Backlog Is Not the Quarter\nhttps://dee
 pstack.ltd/stories/the-backlog-is-not-the-quarter/#watch\nAnalysis and o
 pinion\, not investment advice.
URL:https://deepstack.ltd/stories/the-backlog-is-not-the-quarter/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p11-t03@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20261214
DTEND;VALUE=DATE:20261215
SUMMARY:DeepStack test (Dec 14\, 2026): Part 11
DESCRIPTION:Oracle reports: whether new remaining performance obligations
  keep arriving prepaid or with the customer's own hardware\, the conditi
 on for a capex peak in fiscal 2027 and 2028.\nStory: The Backlog Is Not 
 the Quarter\nhttps://deepstack.ltd/stories/the-backlog-is-not-the-quarte
 r/#watch\nAnalysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/the-backlog-is-not-the-quarter/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p11-t04@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20261201
DTEND;VALUE=DATE:20270101
SUMMARY:DeepStack test (By Dec 31\, 2026): Part 11
DESCRIPTION:Perma-Pipe's third quarter: 40% to 50% of the $142.3 million 
 backlog converting\, $57 million to $71 million\, with gross margin movi
 ng toward 30% and no second receivable write-off.\nStory: The Backlog Is
  Not the Quarter\nhttps://deepstack.ltd/stories/the-backlog-is-not-the-q
 uarter/#watch\nAnalysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/the-backlog-is-not-the-quarter/#watch
CATEGORIES:DeepStack,The Docket
STATUS:TENTATIVE
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p12-t01@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20261028
DTEND;VALUE=DATE:20261029
SUMMARY:DeepStack test (Oct 28\, 2026): Part 12
DESCRIPTION:Alphabet and Microsoft report\, and the Fed decides the same 
 day: whether the TPU system sales inside Google Cloud's backlog get a si
 ze\, and whether Cloud growth holds near the second quarter's 82% withou
 t them.\nStory: The Model Is Not the Price\nhttps://deepstack.ltd/storie
 s/the-model-is-not-the-price/#watch\nAnalysis and opinion\, not investme
 nt advice.
URL:https://deepstack.ltd/stories/the-model-is-not-the-price/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p12-t02@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20261029
DTEND;VALUE=DATE:20261030
SUMMARY:DeepStack test (Oct 29\, 2026): Part 12
DESCRIPTION:Amazon reports: it does not break Anthropic out\, so the test
  is what AWS discloses about its largest customers\, against Silverio's 
 October 5 count of 47% of Anthropic's sales through Amazon and Google.\n
 Story: The Model Is Not the Price\nhttps://deepstack.ltd/stories/the-mod
 el-is-not-the-price/#watch\nAnalysis and opinion\, not investment advice
 .
URL:https://deepstack.ltd/stories/the-model-is-not-the-price/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p12-t03@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20261031
DTEND;VALUE=DATE:20261101
SUMMARY:DeepStack test (Oct 31\, 2026): Part 12
DESCRIPTION:Anthropic's listing\, Part 10's test as the Docket states it:
  a registration statement with audited revenue\, net loss and customer c
 oncentration public on EDGAR\, or shares trading\; a confidential draft 
 without an EDGAR filing is inconclusive.\nStory: The Model Is Not the Pr
 ice\nhttps://deepstack.ltd/stories/the-model-is-not-the-price/#watch\nAn
 alysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/the-model-is-not-the-price/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p12-t04@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20261118
DTEND;VALUE=DATE:20261119
SUMMARY:DeepStack test (Nov 18\, 2026): Part 12
DESCRIPTION:Nvidia reports: whether it names the labs among its largest c
 ustomers\, against Eisman's September 21 count of roughly 70% of the hyp
 erscalers' AI revenue from the two.\nStory: The Model Is Not the Price\n
 https://deepstack.ltd/stories/the-model-is-not-the-price/#watch\nAnalysi
 s and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/the-model-is-not-the-price/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p13-t01@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20261020
DTEND;VALUE=DATE:20261021
SUMMARY:DeepStack test (Oct 20\, 2026): Part 13
DESCRIPTION:The federal price data for August: whether the median twelve-
 month rise in household prices across PJM's nine jurisdictions stays at 
 least four points above the median of the other 42\, from 11.7% against 
 5.6% in July.\nStory: The Ratepayer Pays First\nhttps://deepstack.ltd/st
 ories/the-ratepayer-pays-first/#watch\nAnalysis and opinion\, not invest
 ment advice.
URL:https://deepstack.ltd/stories/the-ratepayer-pays-first/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p13-t02@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20261209
DTEND;VALUE=DATE:20261210
SUMMARY:DeepStack test (Dec 9\, 2026): Part 13
DESCRIPTION:PJM's capacity auction for the year from June 2029\, as sched
 uled: whether it clears below the price ceiling\, the second exit from t
 he house's view.\nStory: The Ratepayer Pays First\nhttps://deepstack.ltd
 /stories/the-ratepayer-pays-first/#watch\nAnalysis and opinion\, not inv
 estment advice.
URL:https://deepstack.ltd/stories/the-ratepayer-pays-first/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p13-t03@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20270222
DTEND;VALUE=DATE:20270223
SUMMARY:DeepStack test (Feb 22\, 2027): Part 13
DESCRIPTION:The federal data for all of 2026: the same four-point test\, 
 with Texas below the national change.\nStory: The Ratepayer Pays First\n
 https://deepstack.ltd/stories/the-ratepayer-pays-first/#watch\nAnalysis 
 and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/the-ratepayer-pays-first/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p14-t01@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20261028
DTEND;VALUE=DATE:20261029
SUMMARY:DeepStack test (Oct 28\, 2026): Part 14
DESCRIPTION:Alphabet's September quarter: whether capital spending takes 
 80 cents or more of each dollar of operating cash\, after 49.5 cents a y
 ear earlier and 95.0 cents in the first half of 2026.\nStory: The Cash A
 rrives Unevenly\nhttps://deepstack.ltd/stories/the-cash-arrives-unevenly
 /#watch\nAnalysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/the-cash-arrives-unevenly/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p14-t02@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20261110
DTEND;VALUE=DATE:20261111
SUMMARY:DeepStack test (Nov 10\, 2026): Part 14
DESCRIPTION:The four's September-quarter reports on EDGAR: whether combin
 ed purchases of property and equipment topped combined operating cash\, 
 after 96.1% in the June quarter of 2026.\nStory: The Cash Arrives Uneven
 ly\nhttps://deepstack.ltd/stories/the-cash-arrives-unevenly/#watch\nAnal
 ysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/the-cash-arrives-unevenly/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p14-t03@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20270212
DTEND;VALUE=DATE:20270213
SUMMARY:DeepStack test (Feb 12\, 2027): Part 14
DESCRIPTION:The 2027 budgets of Alphabet\, Amazon and Meta: whether the m
 idpoints sum to at least 25% more than the three spent in 2026.\nStory: 
 The Cash Arrives Unevenly\nhttps://deepstack.ltd/stories/the-cash-arrive
 s-unevenly/#watch\nAnalysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/the-cash-arrives-unevenly/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p14-t04@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20270216
DTEND;VALUE=DATE:20270217
SUMMARY:DeepStack test (Feb 16\, 2027): Part 14
DESCRIPTION:The full year: whether the four's purchases topped their oper
 ating cash across calendar 2026\, after 91.4% in the first half.\nStory:
  The Cash Arrives Unevenly\nhttps://deepstack.ltd/stories/the-cash-arriv
 es-unevenly/#watch\nAnalysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/the-cash-arrives-unevenly/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p15-t01@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20261231
DTEND;VALUE=DATE:20270101
SUMMARY:DeepStack test (Dec 31\, 2026): Part 15
DESCRIPTION:The 10-year: whether FRED's daily series closes at 5.50% or h
 igher on any business day from October 16 through December 31\, 2026\, a
 fter a 5.31% high on October 5.\nStory: Oil Is the Headline. The Real Yi
 eld Is the Bill.\nhttps://deepstack.ltd/stories/oil-is-the-headline-the-
 real-yield-is-the-bill/#watch\nAnalysis and opinion\, not investment adv
 ice.
URL:https://deepstack.ltd/stories/oil-is-the-headline-the-real-yield-is-t
 he-bill/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p15-t02@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20270112
DTEND;VALUE=DATE:20270113
SUMMARY:DeepStack test (Jan 12\, 2027): Part 15
DESCRIPTION:The barrel: whether the EIA's January outlook puts Brent's fo
 urth-quarter 2026 average above the $105 a barrel it forecast on October
  6\, 2026.\nStory: Oil Is the Headline. The Real Yield Is the Bill.\nhtt
 ps://deepstack.ltd/stories/oil-is-the-headline-the-real-yield-is-the-bil
 l/#watch\nAnalysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/oil-is-the-headline-the-real-yield-is-t
 he-bill/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p15-t03@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20270401
DTEND;VALUE=DATE:20270402
SUMMARY:DeepStack test (Apr 1\, 2027): Part 15
DESCRIPTION:Expectations: whether FRED's 5-year\, 5-year forward inflatio
 n rate averages above 2.60% in March 2027\, from 2.32% on October 9\, 20
 26.\nStory: Oil Is the Headline. The Real Yield Is the Bill.\nhttps://de
 epstack.ltd/stories/oil-is-the-headline-the-real-yield-is-the-bill/#watc
 h\nAnalysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/oil-is-the-headline-the-real-yield-is-t
 he-bill/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p15-t04@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20270331
DTEND;VALUE=DATE:20270401
SUMMARY:DeepStack test (Mar 31\, 2027): Part 15
DESCRIPTION:The trade: whether the Thrift Savings Plan's C Fund\, an S&P 
 500 index fund\, closes 10% or more below its highest close since Octobe
 r 16\, 2026\, on any day through March 31\, 2027.\nStory: Oil Is the Hea
 dline. The Real Yield Is the Bill.\nhttps://deepstack.ltd/stories/oil-is
 -the-headline-the-real-yield-is-the-bill/#watch\nAnalysis and opinion\, 
 not investment advice.
URL:https://deepstack.ltd/stories/oil-is-the-headline-the-real-yield-is-t
 he-bill/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p16-t01@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20261118
DTEND;VALUE=DATE:20261119
SUMMARY:DeepStack test (Nov 18\, 2026): Part 16
DESCRIPTION:Nvidia reports its quarter to October 25\, 2026: whether days
  sales outstanding\, receivables over revenue times 91\, hold at or abov
 e 51.1\, the average before July\, after 59.6 in the quarter to July 26.
 \nStory: The Seller Holds the Paper\nhttps://deepstack.ltd/stories/the-s
 eller-holds-the-paper/#watch\nAnalysis and opinion\, not investment advi
 ce.
URL:https://deepstack.ltd/stories/the-seller-holds-the-paper/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p16-t02@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20261118
DTEND;VALUE=DATE:20261119
SUMMARY:DeepStack test (Nov 18\, 2026): Part 16
DESCRIPTION:Nvidia reports: whether the guarantees note in its 10-Q puts 
 total maximum exposure above $108.5 billion\, the figure in the table fo
 r July 26\, 2026.\nStory: The Seller Holds the Paper\nhttps://deepstack.
 ltd/stories/the-seller-holds-the-paper/#watch\nAnalysis and opinion\, no
 t investment advice.
URL:https://deepstack.ltd/stories/the-seller-holds-the-paper/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p16-t03@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20261118
DTEND;VALUE=DATE:20261119
SUMMARY:DeepStack test (Nov 18\, 2026): Part 16
DESCRIPTION:Nvidia reports: whether its 10-Q puts AI cloud agreements\, c
 loud services it commits to buy from its own customers\, above the $36 b
 illion of July 26\, 2026.\nStory: The Seller Holds the Paper\nhttps://de
 epstack.ltd/stories/the-seller-holds-the-paper/#watch\nAnalysis and opin
 ion\, not investment advice.
URL:https://deepstack.ltd/stories/the-seller-holds-the-paper/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p16-t04@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20261118
DTEND;VALUE=DATE:20261119
SUMMARY:DeepStack test (Nov 18\, 2026): Part 16
DESCRIPTION:Nvidia reports: whether the direct customers listed at 10% or
  more of receivables hold more than 70% together\, after five held 70% o
 n July 26\, 2026.\nStory: The Seller Holds the Paper\nhttps://deepstack.
 ltd/stories/the-seller-holds-the-paper/#watch\nAnalysis and opinion\, no
 t investment advice.
URL:https://deepstack.ltd/stories/the-seller-holds-the-paper/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p17-t01@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20270216
DTEND;VALUE=DATE:20270217
SUMMARY:DeepStack test (Feb 16\, 2027): Part 17
DESCRIPTION:The year-end filings: whether the leases not yet begun at the
  five pass $1.2 trillion as printed at December 31\, 2026\, from $1\,118
 .5 billion in mid-2026.\nStory: The Guarantee Has No Date\nhttps://deeps
 tack.ltd/stories/the-guarantee-has-no-date/#watch\nAnalysis and opinion\
 , not investment advice.
URL:https://deepstack.ltd/stories/the-guarantee-has-no-date/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p17-t02@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20270216
DTEND;VALUE=DATE:20270217
SUMMARY:DeepStack test (Feb 16\, 2027): Part 17
DESCRIPTION:Alphabet's annual report: whether the liability on its data c
 enter credit derivatives passes 1.86% of notional at December 31\, 2026\
 , its level at June 30\, 2026.\nStory: The Guarantee Has No Date\nhttps:
 //deepstack.ltd/stories/the-guarantee-has-no-date/#watch\nAnalysis and o
 pinion\, not investment advice.
URL:https://deepstack.ltd/stories/the-guarantee-has-no-date/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p17-t03@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20261214
DTEND;VALUE=DATE:20261215
SUMMARY:DeepStack test (Dec 14\, 2026): Part 17
DESCRIPTION:Oracle's second quarter: whether customer prepayments with a 
 financing component pass 40% of operating cash for the six months to Nov
 ember 30\, from 49.2% in the quarter to August 31\, 2026.\nStory: The Gu
 arantee Has No Date\nhttps://deepstack.ltd/stories/the-guarantee-has-no-
 date/#watch\nAnalysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/the-guarantee-has-no-date/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p17-t04@deepstack
DTSTAMP:20261022T003426Z
DTSTART;VALUE=DATE:20270226
DTEND;VALUE=DATE:20270227
SUMMARY:DeepStack test (Feb 26\, 2027): Part 17
DESCRIPTION:Meta's annual report for 2026: whether it consolidates Hyperi
 on or records a liability above zero for its residual value guarantees\,
  neither at June 30\, 2026.\nStory: The Guarantee Has No Date\nhttps://d
 eepstack.ltd/stories/the-guarantee-has-no-date/#watch\nAnalysis and opin
 ion\, not investment advice.
URL:https://deepstack.ltd/stories/the-guarantee-has-no-date/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
END:VCALENDAR