fix: use categorical regime fundamentals

2026-07-15 10:13:22 +02:00
parent ced066dc01
commit f714782fa4
7 changed files with 257 additions and 58 deletions
@@ -27,6 +27,10 @@ Combined, RSP/SPY (former F4), and the NVDA canary (former P6) do not enter v2.
 Zero means ordinary/healthy, and only stress contributes positively. Automated
 capex `raising`/`holding` and no good-news-stock-down pattern map to zero;
 `mixed`, unknown, and stale observations are unavailable rather than neutral 50.
+Manual observations use the same categories: each hyperscaler is marked
+`raising`, `holding`, `cutting`, or `unknown`, while the earnings reaction is
+`yes`, `no`, or `mixed`. F1 is derived from the share of at least three known
+hyperscalers marked `cutting`; arbitrary numeric overrides are not accepted.

 Scores renormalize over available fixed weights, but a band is published only at
 75% or greater coverage. Trend deltas are suppressed when the participating