{ "version": 1, "batches": [ { "id": "initial-20261005", "completed_on": "2026-10-05", "counts": { "profiles": 10, "source_records": 14, "synthetic_cards": 32 }, "note": "Inherited verified snapshot; original source check dates preserved." }, { "id": "weekly-20261009-early-20261006", "scheduled_for": "2026-10-09T09:00:00+01:00", "run_started_on": "2026-10-06", "research_cutoff": "2026-10-06T16:24:20+01:00", "execution": "manual early run; 6 research subagents + primary", "new_profiles": [ "smith-fundsmith", "sleep-nomad", "ackman-pershing", "einhorn-greenlight", "mauboussin-counterpoint", "arya-bofa", "sur-jpm", "rolland-susquehanna", "curtis-jefferies", "rakers-wf" ], "new_source_records": [ "B1D01", "B1D02", "B1D03", "B1D04", "B1D05", "B2D01", "B2D02", "B2D03", "B2D04", "B2D05", "B2D06", "B2D07", "B3D1", "B3D2", "B3D3", "S1D01", "S1D02", "S1D03", "S1D04", "S2D-B01", "S2D-B02", "S2D-B03", "S2D-B04", "S3D02" ], "new_cards": [ "B1C01", "B1C02", "B1C03", "B1C04", "B1C05", "B1C06", "B2C01", "B2C02", "B2C03", "B2C04", "B2C05", "B2C06", "B3C1", "B3C2", "B3C3", "B3C4", "S1C01", "S1C02", "S1C03", "S1C04", "S1C05", "S1C06", "S2C-B01", "S2C-B02", "S2C-B03", "S2C-B04", "S2C-B05", "S2C-B06", "S3C01", "S3C02", "S3C03", "S3C04" ], "counts": { "buy_side": 5, "sell_side": 5, "synthetic_cards": 32 }, "status": "research_and_content_validation_complete", "pending": [ { "candidate": "David Einhorn / Greenlight", "reason": "官网演示octet-stream不可解析；已读两份本人署名公开逐页镜像及两封团队季度信。归因与完整性边界已明确，但尚未逐字校验官方文件。", "action": "将来官方可访问时校验PDF，不凭新闻摘要升级证据。" }, { "candidate": "两位当前角色与持仓", "reason": "本次是历史方法扩展；出版时角色有原始证据，截止日完整实时履历和仓位未审计。", "action": "需要当前投资结论时另取最新人事/监管及组合文件。" }, { "profile": "arya-bofa", "gap": "融资/预算同机制第三次有日期具名交换及许可研报模型未取得", "status": "retain_method_sample_only" }, { "profile": "sur-jpm", "gap": "跨议题材料足够，稳定同机制认证与完整估计模型不足", "status": "retain_method_sample_only" }, "Hari历史GS档案本轮未纳入：当前NVIDIA IR；Ramsay历史TD Cowen档案本轮未纳入：当前AMD IR。", "Rolland/Curtis当前2026-10雇主原页未独立验证，只按原稿日期标注。", "Cirrus 2025-11和2026-02代问不计Rolland本人认证；至少三次同机制跨两场尚未达标。", { "name": "Srini Pajjuri / RBC Capital Markets（历史Raymond James）", "status": "本轮未纳入正式思想地图；机构纠错已核查，保留候选", "reason": "RBC官方2026-09-30媒体目录与2025TIMT页确认RBC身份。Micron/Astera 2025-11-19两份镜像可读，但尚未读取发行人托管具名完整Q&A；两份同日会议材料未充分检查同机制三次跨两电话会，不声称稳定模式。CNBC官方2026-09-30视频正文robots blocked。为保持本轮来源核查门槛，用Aaron Rakers替换；未将第三方分析师评分或媒体片段作为个人模型。", "urls": [ "https://www.rbccm.com/en/about-us/in-the-media", "https://www.rbccm.com/en/conference/timt-conference", "https://www.cnbc.com/video/2026/09/30/rbc-capitalas-srini-pajjuri-on-micron-we-feel-pretty-good-about-it.html", "https://stockanalysis.com/stocks/alab/transcripts/420683-global-technology-internet-media-telecommunications-conference-2025/" ], "next_step": "找Micron或Astera发行人托管录音/逐字稿并核查具名问题；以原日期和机构存档，不倒填历史Raymond James为当前身份。" } ], "validation": [ "source and role attribution reviewed", "independent arithmetic audits passed", "unseen transfer forward test passed", "JSON unique IDs, source joins, F1-F25 tags passed", "JS syntax and DOM search/stage/draft/lazy-answer tests passed" ] }, { "id": "candidate200-20261007", "run_date": "2026-10-07", "execution": "six parallel research agents plus primary integration; cross-agent arithmetic/source spot reviews", "cohort": { "buy": 100, "sell": 100, "priority": 20, "status_counts": { "research-ready": 24, "identity-verified": 169, "candidate": 7 } }, "before": { "profiles": 20, "sources": 38, "cards": 64 }, "after": { "profiles": 38, "sources": 76, "cards": 95 }, "new_ids": { "profiles": [ "rogoff-polar", "kim-blackrock", "clode-janus", "wick-seligman", "benjamin-fidelity", "baker-atreides", "gerstner-altimeter", "hendi-susanto", "zheng-weishan", "buffett-berkshire", "nygren-oakmark", "philippe-laffont", "lipacis-evercore", "charlie-chan-ms", "keith-weiss-ms", "mark-moerdler-bernstein", "michael-elias", "julian-mitchell" ], "sources": [ "B100-BR1", "B100-BR2", "B100-TK1", "B100-TK2", "B100-RC1", "B100-RC2", "B100-PW1", "B100-PW2", "B100-AB1", "B100-AB2", "B100-ABROLE", "B100-GB1", "B100-GB2", "B100-BG1", "B100-BG2", "BX-HS-20240812", "BX-HS-20250422", "BX-ZWS-20210910", "BX-ZWS-20220609", "B71D01", "B71D02", "B71D03", "B71D04", "EXP200-B28-A", "EXP200-B28-B", "E7S01", "E7S03", "E7S04", "S36SRC1", "S36SRC2", "S51SRC1", "S51SRC2", "S51SRC3", "S52SRC2", "EXP200-S81-A", "EXP200-S81-B", "EXP200-S92-A", "EXP200-S92-B" ], "cards": [ "B100BR01", "B100TK01", "B100RC01", "B100PW01", "B100AB01", "B100GB01", "B100BG01", "BHS01", "BHS02", "BZWS01", "BZWS02", "B71C01", "B71C02", "B71C03", "B71C04", "EXP200-PL01", "E7S01", "E7S02", "E7S03", "E7S06", "E7S04", "S36C01", "S36C02", "S51C01", "S51C02", "S52C01", "S52C02", "EXP200-ME01", "EXP200-ME02", "EXP200-JM01", "EXP200-JM02" ] }, "updated_profiles": [ "rasgon-bernstein", "moore-ms", "arya-bofa", "arcuri-ubs" ], "source_aliases": { "E7S02": "S3D02" }, "priority_pending": [], "real_qa_added": 0, "status": "content_validated_ready_for_publication", "limitations": [ "Candidate nominations are not 200 current analysts or 200 complete method profiles.", "Identity sources include explicitly labeled historical records and indexed excerpts.", "Method samples preserve source date and coauthorship; no new recurring-method certification.", "Licensed reports, proprietary models and investment performance not audited." ], "validation": [ "Original20 profiles retained; original38 source fields and64 cards/keys preserved; one existing source adds explicit new reading scope", "200 unique nominations; 100buy100sell; 20priority method samples", "Source/profile/card joins, F1-F25/T1-T6 tags, lazy answer separation passed", "Six parallel research groups; independent cross-review corrected chronology, page locators and capacity formula", "JavaScript syntax and git diff whitespace checks passed", "Candidate source visibility, pre-load profile selection and local draft normalization reviewed", "NVIDIA FY2027 Q2 issuer and CDN URLs deduplicated to S3D02" ] }, { "id": "candidate200-methods-20261008", "run_date": "2026-10-08", "execution": "six parallel research groups plus integration and cross-review", "before": { "profiles": 38, "sources": 76, "cards": 95 }, "after": { "profiles": 80, "sources": 120, "cards": 155 }, "new_ids": { "profiles": [ "unwin-polar", "porter-janus", "clark-janus", "narang-columbia", "fish-janus", "rizzo-trowe", "curtis-franklin", "O8BB-tom-slater", "O8BB-lawrence-burns", "O8BB-douglas-brodie", "O8BB-brett-winton", "O8BB-tasha-keeney", "qiu-gaoyi", "deng-gaoyi", "feng-gaoyi", "liu-igw", "fu-foresight", "omalley-barclays", "buchalter-td-cowen", "malik-citi", "reitzes-melius", "kumar-piper", "schafer-oppenheimer", "bruce-lu-gs", "gokul-hariharan-jpm", "karl-keirstead-ubs", "brent-thill-jefferies", "kash-rangan-historical", "brian-nowak-ms", "eric-sheridan-gs", "doug-anmuth-jpm", "justin-post-bofa", "meta-marshall", "simon-leopold", "amit-daryanani", "andy-kaplowitz", "scott-davis", "jeff-sprague", "joe-ritchie", "stephen-tusa", "nicole-deblase", "deane-dray" ], "sources": [ "O8BAS01", "O8BAS02", "O8BAS03", "O8BAS04", "O8BAS05", "O8BAS06", "O8BAS07", "O8BAS08", "O8BAS09", "O8BAS10", "O8BB-TS24", "O8BB-TS25", "O8BB-LB24", "O8BB-LB25", "O8BB-DB24", "O8BB-DB25", "O8BB-BW22", "O8BB-BW23", "O8BB-TK23", "O8BB-TK24", "O8BCS01", "O8BCS02", "O8BCS03", "O8BCS04", "O8BCS05", "O8BCS06", "O8BCS07", "O8BCS08", "O8BCS09", "O8BCS10", "O8SAD1", "O8SAD2", "O8SAD3", "O8SAD4", "O8SAD5", "O8SAD6", "O8SAD7", "O8SB-MS3", "O8SB-META1", "O8SB-META2", "O8SC-TTQ325", "O8SC-NVTQ225", "O8SC-CIENQ125", "O8SC-CIENQ325" ], "cards": [ "O8BA01", "O8BA02", "O8BA03", "O8BA04", "O8BA05", "O8BA06", "O8BA07", "O8BA08", "O8BA09", "O8BA10", "O8BA11", "O8BA12", "O8BA13", "O8BA14", "O8BB-TS1", "O8BB-TS2", "O8BB-LB1", "O8BB-LB2", "O8BB-DB1", "O8BB-DB2", "O8BB-BW1", "O8BB-BW2", "O8BB-TK1", "O8BB-TK2", "O8BB-TK3", "O8BCC01", "O8BCC02", "O8BCC03", "O8BCC04", "O8BCC05", "O8BCC06", "O8BCC07", "O8BCC08", "O8BCC09", "O8BCC10", "O8SAC01", "O8SAC02", "O8SAC03", "O8SAC04", "O8SAC05", "O8SAC06", "O8SB-BL01", "O8SB-GH01", "O8SB-KK01", "O8SB-BT01", "O8SB-KR01", "O8SB-BN01", "O8SB-ES01", "O8SB-DA01", "O8SB-JP01", "O8SC-S72-01", "O8SC-S74-01", "O8SC-S76-01", "O8SC-S91-01", "O8SC-S94-01", "O8SC-S96-01", "O8SC-S97-01", "O8SC-S93-01", "O8SC-S99-01", "O8SC-S100-01" ] }, "updated_profiles": [], "source_aliases": {}, "cohort_counts": { "research-ready": 76, "identity-verified": 121, "candidate": 3 }, "real_qa_added": 0, "status": "validated_before_publication", "limitations": [ "Named public method samples, not a complete personal investment philosophy.", "Source-time roles and coauthors retained; no current coverage or licensed report access implied.", "Synthetic exercises do not add real earnings QA or certify recurring personal methods." ] }, { "id": "candidate200-remaining-20261008", "run_date": "2026-10-08", "execution": "six parallel research groups plus integration and cross-review", "before": { "profiles": 80, "sources": 120, "cards": 155 }, "after": { "profiles": 165, "sources": 238, "cards": 242 }, "new_ids": { "profiles": [ "nick-evans", "reid-menge", "hyun-ho-sohn", "ken-allen", "alan-tu", "kyle-weaver", "sonu-kalra", "thomas-laffont", "lee-ainslie", "will-danoff", "ryan-jacob", "kevin-landis", "peter-seilern", "walter-price", "huachen-chen", "anthony-ginsberg", "mark-denham", "mark-hawtin", "david-rolfe", "r2b3-b66", "r2b3-b70", "r2b3-b72", "r2b3-b75", "r2b3-b77", "r2b3-b82", "r2b3-b87", "r2b3-b89", "r2b3-b99", "r2b3-b100", "r2s1-vijay-rakesh", "r2s1-john-vinh", "r2s1-srini-pajjuri", "r2s1-ruben-roy", "r2s1-tristan-gerra", "r2s1-chris-caso", "r2s1-william-stein", "r2s1-richard-windsor", "r2s1-jim-kelleher", "r2s1-jay-goldberg", "r2s1-andrew-gardiner", "r2s1-didier-scemama", "r2s1-randy-abrams", "r2s1-gus-richard", "r2s1-pierre-ferragu", "r2s1-sandeep-deshpande", "r2s1-sara-russo", "mehdi-hosseini", "krish-sankar", "toshiya-hari", "joe-quatrochi", "brian-chin", "brett-simpson", "janardan-menon", "stephane-houri", "francois-xavier-bouvignies", "alexander-duval", "brad-zelnick", "kirk-materne", "raimo-lenschow", "alex-zukin", "derrick-wood", "rishi-jaluria", "tyler-radke", "gregg-moskowitz", "michael-turits", "r-scott-berg", "mark-mahaney", "james-fish", "samik-chatterjee", "wamsi-mohan", "david-vogt", "steven-fox", "george-wang", "ari-klein", "eric-luebchow", "nick-del-deo", "frank-louthan-iv", "andrew-obin", "christopher-glynn", "tal-liani", "david-guarino", "jonathan-petersen", "timothy-horan", "richard-choe", "brendan-lynch" ], "sources": [ "R2B1-EV24", "R2B1-EV26", "R2B1-ME26Q2", "R2B1-ME26SP", "R2B1-SO26", "R2B1-SO26Q", "R2B1-KE18", "R2B1-KE17", "R2B1-TU22", "R2B1-TU21", "R2B1-WE26", "R2B1-WE26Q2", "R2B1-KA26", "R2B1-KA24", "R2B1-LA26D", "R2B1-LA26A", "R2B1-AI06", "R2B1-AI21", "R2B1-DA20", "R2B1-DA26I", "R2B2-J1", "R2B2-J2", "R2B2-L1", "R2B2-L2", "R2B2-S1", "R2B2-S2", "R2B2-A16", "R2B2-A20", "R2B2-G1", "R2B2-G2", "R2B2-M1", "R2B2-M2", "R2B2-H1", "R2B2-H2", "R2B2-W2", "R2B2-W4", "R2B3-B66C", "R2B3-B66D", "R2B3-B70A", "R2B3-B70B", "R2B3-B72A", "R2B3-B72B", "R2B3-B75B", "R2B3-B75C", "R2B3-B77B", "R2B3-B77A", "R2B3-B82B", "R2B3-B82A", "R2B3-B87A", "R2B3-B87B", "R2B3-B89A", "R2B3-B89B", "R2B3-B99B", "R2B3-B99A", "R2B3-B100A", "R2B3-B100B", "R2B3-B91A", "R2S1-ARM425", "R2S1-ARM326", "R2S1-ARM426", "R2S1-MPWR126", "R2S1-MPWR226", "R2S1-MPWR225", "R2S1-CRUS22", "R2S1-CRUS26", "R2S1-TSM124", "R2S1-TSM422", "R2S1-AIX423", "R2S1-AIX325", "R2S1-STX126", "R2S1-STX223", "R2S1-IONQ126", "R2S1-ARGUS25", "R2S1-ARGUS26", "R2S1-RFM1", "R2S1-RFM2", "R2S1-D2D1", "R2S1-D2D2", "R2S1-ALTR410", "R2S1-POWI305", "R2S1-ARM224", "R2S1-MSI412", "R2S2-ASML424", "R2S2-ASML125", "R2S2-ASML225", "R2S2-LAM425", "R2S2-STM125", "R2S2-NOW225", "R2S2-ADBE224", "R2S2-SPLK123", "R2S2-ADBE225", "R2S2-ADBE422", "R2S2-UI324", "R2S2-MS125", "R2S2-COUR123", "R2S2-TS419", "R2S3-JBLQ124", "R2S3-JBLQ424", "R2S3-DELLQ125", "R2S3-DELLQ225", "R2S3-FRSHQ325", "R2S3-NAVANQ426", "R2S3-MSIQ325", "R2S3-MSICONF26", "R2S3-AMZNQ424", "R2S3-EQIXQ225", "R2S3-EQIXQ325", "R2S3-ETNQ125", "R2S3-ETNQ225", "R2S3-AMEQ424", "R2S3-AMEQ225", "R2S3-PANWQ126", "R2S3-DLRQ225", "R2S3-EQIXQ125", "R2S3-EQIXQ324", "R2S3-EQIXQ423", "R2S3-EQIXQ122", "R2S3-EQIXBARC26" ], "cards": [ "R2B1-B02-01", "R2B1-B06-01", "R2B1-B17-01", "R2B1-B19-01", "R2B1-B21-01", "R2B1-B22-01", "R2B1-B23-01", "R2B1-B29-01", "R2B1-B33-01", "R2B1-B24-01", "R2B2-B43-01", "R2B2-B44-01", "R2B2-B59-01", "R2B2-B47-01", "R2B2-B48-01", "R2B2-B42-01", "R2B2-B58-01", "R2B2-B51-01", "R2B2-B41-01", "R2B2-B60-01", "R2B3-B66-C1", "R2B3-B70-C1", "R2B3-B72-C1", "R2B3-B75-C1", "R2B3-B77-C1", "R2B3-B82-C1", "R2B3-B87-C1", "R2B3-B89-C1", "R2B3-B99-C1", "R2B3-B100-C1", "R2B3-B91-C1", "R2S1-S10-C1", "R2S1-S11-C1", "R2S1-S14-C1", "R2S1-S17-C1", "R2S1-S18-C1", "R2S1-S22-C1", "R2S1-S25-C1", "R2S1-S28-C1", "R2S1-S29-C1", "R2S1-S30-C1", "R2S1-S32-C1", "R2S1-S33-C1", "R2S1-S37-C1", "R2S1-S23-C1", "R2S1-S26-C1", "R2S1-S31-C1", "R2S1-S34-C1", "R2S2-S41-01", "R2S2-S42-01", "R2S2-S43-01", "R2S2-S44-01", "R2S2-S45-01", "R2S2-S46-01", "R2S2-S47-01", "R2S2-S48-01", "R2S2-S49-01", "R2S2-S50-01", "R2S2-S54-01", "R2S2-S55-01", "R2S2-S58-01", "R2S2-S59-01", "R2S2-S60-01", "R2S2-S61-01", "R2S2-S62-01", "R2S2-S63-01", "R2S2-S64-01", "R2S3-S65-01", "R2S3-S66-01", "R2S3-S71-01", "R2S3-S75-01", "R2S3-S77-01", "R2S3-S78-01", "R2S3-S79-01", "R2S3-S80-01", "R2S3-S84-01", "R2S3-S85-01", "R2S3-S88-01", "R2S3-S90-01", "R2S3-S95-01", "R2S3-S98-01", "R2S3-S73-01", "R2S3-S82-01", "R2S3-S83-01", "R2S3-S86-01", "R2S3-S87-01", "R2S3-S89-01" ] }, "updated_profiles": [ "wood-ark", "druckenmiller-duquesne" ], "source_aliases": { "R2S2-AX325": "R2S1-AIX325" }, "cohort_counts": { "research-ready": 163, "identity-verified": 34, "candidate": 3 }, "real_qa_added": 0, "status": "validated_before_publication", "limitations": [ "Named public method samples, not a complete personal investment philosophy.", "Source-time roles and coauthors retained; no current coverage or licensed report access implied.", "Synthetic exercises do not add real earnings QA or certify recurring personal methods." ] }, { "id": "candidate200-completion-20261009", "run_date": "2026-10-09", "execution": "six parallel research groups plus integration and cross-review", "before": { "profiles": 165, "sources": 238, "cards": 242 }, "after": { "profiles": 198, "sources": 304, "cards": 275 }, "new_ids": { "profiles": [ "xuesong-zhao", "mike-seidenberg", "josh-spencer", "steve-wymer", "alex-sacerdote", "shekhar-pramanick", "stephen-mandel", "andreas-halvorsen", "dan-sundheim", "scott-shleifer", "dan-niles", "eric-jackson", "paul-meeks", "alex-ely", "james-anderson", "o9g4-b57", "o9g4-b61", "o9g4-b62", "o9g4-b64", "o9g4-b65", "o9g4-b67", "o9g5-b68", "o9g5-b69", "o9g5-b73", "o9g5-b74", "o9g5-b83", "o9g5-b84", "o9g6-francois-meunier", "o9g6-matt-bryson", "o9g6-cody-acree", "o9g6-seth-klarman", "o9g6-david-tepper", "o9g6-chris-hohn" ], "sources": [ "O9G1-B04-S1", "O9G1-B04-S2", "O9G1-B10-S1", "O9G1-B10-S2", "O9G1-B18-S1", "O9G1-B18-S2", "O9G1-B25-S1", "O9G1-B25-S2", "O9G1-B30-S1", "O9G1-B30-S2", "O9G1-B13-S1", "O9G1-B13-S2", "O9G2-M21", "O9G2-M25", "O9G2-H09", "O9G2-H10", "O9G2-D25", "O9G2-D26", "O9G2-SH22", "O9G2-SH23", "O9G3-N1", "O9G3-N2", "O9G3-J1", "O9G3-J2", "O9G3-M1", "O9G3-M2", "O9G3-E1", "O9G3-E2", "O9G3-A1", "O9G3-A2", "O9G4-B57-A", "O9G4-B57-B", "O9G4-B61-A", "O9G4-B61-B", "O9G4-B62-A", "O9G4-B62-B", "O9G4-B64-A", "O9G4-B64-B", "O9G4-B65-A", "O9G4-B65-B", "O9G4-B67-A", "O9G4-B67-B", "O9G5-B68A", "O9G5-B68B", "O9G5-B69A", "O9G5-B69B", "O9G5-B73A", "O9G5-B73B", "O9G5-B74A", "O9G5-B74B", "O9G5-B83A", "O9G5-B83B", "O9G5-B84A", "O9G5-B84B", "O9G6-ASML416", "O9G6-ASML117", "O9G6-AXT124", "O9G6-DBD226", "O9G6-ISIL16", "O9G6-SMTC424", "O9G6-KLGS25", "O9G6-KLCO25", "O9G6-TEP10", "O9G6-TEP18", "O9G6-HOHN22", "O9G6-HOHN23" ], "cards": [ "O9G1-B04-01", "O9G1-B10-01", "O9G1-B18-01", "O9G1-B25-01", "O9G1-B30-01", "O9G1-B13-01", "O9G2-B34-01", "O9G2-B35-01", "O9G2-B36-01", "O9G2-B32-01", "O9G3-B38-01", "O9G3-B40-01", "O9G3-B45-01", "O9G3-B49-01", "O9G3-B54-01", "O9G4-B57-C1", "O9G4-B61-C1", "O9G4-B62-C1", "O9G4-B64-C1", "O9G4-B65-C1", "O9G4-B67-C1", "O9G5-B68-C1", "O9G5-B69-C1", "O9G5-B73-C1", "O9G5-B74-C1", "O9G5-B83-C1", "O9G5-B84-C1", "O9G6-S35-C1", "O9G6-S15-C1", "O9G6-S24-C1", "O9G6-B86-C1", "O9G6-B92-C1", "O9G6-B96-C1" ] }, "updated_profiles": [], "source_aliases": {}, "cohort_counts": { "research-ready": 196, "identity-verified": 2, "candidate": 2 }, "real_qa_added": 0, "status": "validated_before_publication", "limitations": [ "Named public method samples, not a complete personal investment philosophy.", "Source-time roles and coauthors retained; no current coverage or licensed report access implied.", "Synthetic exercises do not add real earnings QA or certify recurring personal methods." ] } ], "deduplication": { "identity": "stable person ID plus reviewed names/aliases; source-time role controls classification", "documents": "same URL can contain independently dated letters; copied mirrors count as same underlying artifact", "existing_profile_ids": [ "wood-ark", "meeker-bond", "marks-oaktree", "druckenmiller-duquesne", "loeb-thirdpoint", "moore-ms", "arcuri-ubs", "muse-cantor", "rasgon-bernstein", "newman-bernstein", "smith-fundsmith", "sleep-nomad", "ackman-pershing", "einhorn-greenlight", "mauboussin-counterpoint", "arya-bofa", "sur-jpm", "rolland-susquehanna", "curtis-jefferies", "rakers-wf", "rogoff-polar", "kim-blackrock", "clode-janus", "wick-seligman", "benjamin-fidelity", "baker-atreides", "gerstner-altimeter", "hendi-susanto", "zheng-weishan", "buffett-berkshire", "nygren-oakmark", "philippe-laffont", "lipacis-evercore", "charlie-chan-ms", "keith-weiss-ms", "mark-moerdler-bernstein", "michael-elias", "julian-mitchell", "unwin-polar", "porter-janus", "clark-janus", "narang-columbia", "fish-janus", "rizzo-trowe", "curtis-franklin", "O8BB-tom-slater", "O8BB-lawrence-burns", "O8BB-douglas-brodie", "O8BB-brett-winton", "O8BB-tasha-keeney", "qiu-gaoyi", "deng-gaoyi", "feng-gaoyi", "liu-igw", "fu-foresight", "omalley-barclays", "buchalter-td-cowen", "malik-citi", "reitzes-melius", "kumar-piper", "schafer-oppenheimer", "bruce-lu-gs", "gokul-hariharan-jpm", "karl-keirstead-ubs", "brent-thill-jefferies", "kash-rangan-historical", "brian-nowak-ms", "eric-sheridan-gs", "doug-anmuth-jpm", "justin-post-bofa", "meta-marshall", "simon-leopold", "amit-daryanani", "andy-kaplowitz", "scott-davis", "jeff-sprague", "joe-ritchie", "stephen-tusa", "nicole-deblase", "deane-dray", "nick-evans", "reid-menge", "hyun-ho-sohn", "ken-allen", "alan-tu", "kyle-weaver", "sonu-kalra", "thomas-laffont", "lee-ainslie", "will-danoff", "ryan-jacob", "kevin-landis", "peter-seilern", "walter-price", "huachen-chen", "anthony-ginsberg", "mark-denham", "mark-hawtin", "david-rolfe", "r2b3-b66", "r2b3-b70", "r2b3-b72", "r2b3-b75", "r2b3-b77", "r2b3-b82", "r2b3-b87", "r2b3-b89", "r2b3-b99", "r2b3-b100", "r2s1-vijay-rakesh", "r2s1-john-vinh", "r2s1-srini-pajjuri", "r2s1-ruben-roy", "r2s1-tristan-gerra", "r2s1-chris-caso", "r2s1-william-stein", "r2s1-richard-windsor", "r2s1-jim-kelleher", "r2s1-jay-goldberg", "r2s1-andrew-gardiner", "r2s1-didier-scemama", "r2s1-randy-abrams", "r2s1-gus-richard", "r2s1-pierre-ferragu", "r2s1-sandeep-deshpande", "r2s1-sara-russo", "mehdi-hosseini", "krish-sankar", "toshiya-hari", "joe-quatrochi", "brian-chin", "brett-simpson", "janardan-menon", "stephane-houri", "francois-xavier-bouvignies", "alexander-duval", "brad-zelnick", "kirk-materne", "raimo-lenschow", "alex-zukin", "derrick-wood", "rishi-jaluria", "tyler-radke", "gregg-moskowitz", "michael-turits", "r-scott-berg", "mark-mahaney", "james-fish", "samik-chatterjee", "wamsi-mohan", "david-vogt", "steven-fox", "george-wang", "ari-klein", "eric-luebchow", "nick-del-deo", "frank-louthan-iv", "andrew-obin", "christopher-glynn", "tal-liani", "david-guarino", "jonathan-petersen", "timothy-horan", "richard-choe", "brendan-lynch", "xuesong-zhao", "mike-seidenberg", "josh-spencer", "steve-wymer", "alex-sacerdote", "shekhar-pramanick", "stephen-mandel", "andreas-halvorsen", "dan-sundheim", "scott-shleifer", "dan-niles", "eric-jackson", "paul-meeks", "alex-ely", "james-anderson", "o9g4-b57", "o9g4-b61", "o9g4-b62", "o9g4-b64", "o9g4-b65", "o9g4-b67", "o9g5-b68", "o9g5-b69", "o9g5-b73", "o9g5-b74", "o9g5-b83", "o9g5-b84", "o9g6-francois-meunier", "o9g6-matt-bryson", "o9g6-cody-acree", "o9g6-seth-klarman", "o9g6-david-tepper", "o9g6-chris-hohn" ] }, "source_id_aliases": { "S3D01": "S1D01", "E7S02": "S3D02", "R2S2-AX325": "R2S1-AIX325" }, "real_qa_added": 0, "pending": [ { "candidate": "David Einhorn / Greenlight", "reason": "官网演示octet-stream不可解析；已读两份本人署名公开逐页镜像及两封团队季度信。归因与完整性边界已明确，但尚未逐字校验官方文件。", "action": "将来官方可访问时校验PDF，不凭新闻摘要升级证据。" }, { "candidate": "两位当前角色与持仓", "reason": "本次是历史方法扩展；出版时角色有原始证据，截止日完整实时履历和仓位未审计。", "action": "需要当前投资结论时另取最新人事/监管及组合文件。" }, { "profile": "arya-bofa", "gap": "融资/预算同机制第三次有日期具名交换及许可研报模型未取得", "status": "retain_method_sample_only" }, { "profile": "sur-jpm", "gap": "跨议题材料足够，稳定同机制认证与完整估计模型不足", "status": "retain_method_sample_only" }, "Hari历史GS档案本轮未纳入：当前NVIDIA IR；Ramsay历史TD Cowen档案本轮未纳入：当前AMD IR。", "Rolland/Curtis当前2026-10雇主原页未独立验证，只按原稿日期标注。", "Cirrus 2025-11和2026-02代问不计Rolland本人认证；至少三次同机制跨两场尚未达标。", { "name": "Srini Pajjuri / RBC Capital Markets（历史Raymond James）", "status": "本轮未纳入正式思想地图；机构纠错已核查，保留候选", "reason": "RBC官方2026-09-30媒体目录与2025TIMT页确认RBC身份。Micron/Astera 2025-11-19两份镜像可读，但尚未读取发行人托管具名完整Q&A；两份同日会议材料未充分检查同机制三次跨两电话会，不声称稳定模式。CNBC官方2026-09-30视频正文robots blocked。为保持本轮来源核查门槛，用Aaron Rakers替换；未将第三方分析师评分或媒体片段作为个人模型。", "urls": [ "https://www.rbccm.com/en/about-us/in-the-media", "https://www.rbccm.com/en/conference/timt-conference", "https://www.cnbc.com/video/2026/09/30/rbc-capitalas-srini-pajjuri-on-micron-we-feel-pretty-good-about-it.html", "https://stockanalysis.com/stocks/alab/transcripts/420683-global-technology-internet-media-telecommunications-conference-2025/" ], "next_step": "找Micron或Astera发行人托管录音/逐字稿并核查具名问题；以原日期和机构存档，不倒填历史Raymond James为当前身份。" } ] }