Round audit packet

CB-2026-05-10-1M

One-month official evaluation round using the frozen May 10, 2026 briefing.

Round CB-2026-05-10-1M pending
Decision Deadline 2026-05-11T01:00:00Z
Entry Date 2026-05-08
Exit Date 2026-06-10
Official Run official-round-1-clean
  1. 1 Round frozen

    6 public input hashes are available.

  2. 2 Picks collected

    4 valid official submissions.

  3. 3 Entry priced

    4 entry rows published.

  4. 4 Exit pending

    Scores publish after 2026-06-10 prices are available.

Round state

Pending Official Score

Round 1 has valid official submissions and entry prices. The leaderboard remains unavailable until exit prices are collected and the scorer publishes results.

Pending
Submissions

4 valid official picks

No invalid parsed submissions are published for the official run.

Universe

40 frozen options

Cash, broad equity, factors, sectors, bonds, international equity, commodities, and AI themes.

Scoring

Exit pending

Selected asset return, S&P 500 return, alpha, and regret publish after scoring.

Frozen input hashes

6 artifacts published.

Official run selected

official-round-1-clean

Entry prices present

Selected picks, S&P 500, and cash are priced.

Exit prices pending

Leaderboard rows remain withheld.

Official one-shot run

Model Decisions

Expand a row to inspect the model rationale and risk list without crowding the main table.

ModelProviderPickConfidenceStatus
Claude Opus 4.7
anthropic-claude-opus-4-7
Anthropic
SEMICONDUCTORS
0.58
Pending
Rationale

Semiconductors show dominant momentum with AI capex tailwinds, while credit and volatility conditions remain benign.

Key Risks
  • Middle East escalation could spike oil and pressure high-beta tech
  • Hot CPI could push real yields higher
  • Weak payroll growth could undermine cyclical chip demand
Gemini 3.1 Pro
google-gemini-3-1-pro
Google
SEMICONDUCTORS
0.60
Pending
GPT-5.5
openai-gpt-5-5
OpenAI
SEMICONDUCTORS
0.34
Pending
Grok 4.3
xai-grok-4-3
xAI
SEMICONDUCTORS
0.55
Pending
Pricing

Entry Prices

Exit prices are intentionally absent until the round resolves.

CASH2026-05-081cash
SEMICONDUCTORSSMH2026-05-08566.54tiingo_eod
SOFTWAREIGV2026-05-0891.15tiingo_eod
SP500SPY2026-05-08737.62tiingo_eod
Audit

Published Hashes

Round inputs are hashed before model calls and mirrored into the public read model.

briefing.md
cea86d1651e4...01844479
manifest.yaml
6e2a34c3e1a3...f193b860
market_data/universe_trailing_returns.csv
810d24dc8f94...59e4c087
market_data/universe_trailing_returns.json
fecfc3b02467...ac0a4535
options.yaml
451c26dbfd8a...e47cf056
prompt.md
3e45c33a3f6e...5981c998