Question: which ≥30%/30d movers in our own covered universe did we neither hold nor claim with a book/bench thesis — and what trigger would have caught each at T−1? Verdict: assign-follow-up (4 follow-ups filed below)

First standing miss autopsy per .brief/operating-book.md (the "obvious in retrospect" fix). Price receipts: all figures below are code-computed from the pre-computed summaries bucket (research/market-engine/data/summaries/*.json, data as of 2026-07-01 — last precompute; no fresh fetch run for this pass). Screen: 977 covered symbols → 38 with change30d ≥ +30% and dollar volume ≥ $10M → 8 already held or book/bench-claimed → 30 unclaimed misses. Holdings basis: yawnxyz-active positions via the holdings CLI.

What we found — four themes, not thirty separate misses

1. The WFE / semicap-equipment layer is the structural miss (the real finding)

KLAC +39%, ICHR +60%, FORM +33%, MKSI +31%, COHU +30% — with AMAT +43% (claimed via ai-power-delivery key_tickers) and ONTO +38% (bench-claimed) moving with them. Seven fab-equipment names ≥30% in one month is a cohort move, and it is the direct consequence of a thesis we already operate: memory-supercycle says MU/Samsung/Hynix are capacity-gated and racing to build fabs — WFE makers are who they pay. The wfe-test-metrology watchlist existed (the sensor was built); no thesis layer ever owned it (the batter was missing). This is the textbook "derivable from what we held." Trigger that would have caught it at T−1: WFE cohort breadth — ≥4 wfe-test-metrology names +15%/30d together fires a push. Follow-up filed: WFE/semicap as a book layer or slot-4 candidate (TASKS-PERSPECTIVES § operating book).

2. The biotech bench promotion trigger may be FIRING

LABU +57% (3× biotech ETF — a breadth proxy), TWST +53%, ABSI +69%, KYMR +47%, RARE +44%, TXG +35%, PTGX +31%, plus MRNA +60%. The biotech-capital-cycle bench perspective's registered promotion trigger is: hot IPO prices well + XBI downtrend break + CRO book-to-bill turning. The tape leg of that trigger looks active — which is exactly what the bench system is FOR. Follow-up filed: verify the trigger's three legs properly at the next scan cycle (not from this stale-by-4-days snapshot) and push the promotion decision to Jan if they confirm.

3. Cultural-thesis movers have no owner

HIMS +38% (5 watchlists incl. cultural-thesis, peptide-econ) and BRBR +46% (cultural-thesis). The cultural-arbitrage paradigm — one of the three research paradigms in THESIS.md — currently has no live perspective. Sensor without batter, same shape as WFE. Follow-up: noted as a bench-candidate lane; no row yet (one new-thesis build at a time — WFE first, it's book-adjacent).

4. Quantum bench claim gap (bookkeeping, fixed now)

HQ +95% and ARQQ +78% — both in the focus watchlist AND the quantum-computing watchlist — were invisible to the claim join because the quantum perspective's key_tickers didn't list them. Fixed in this pass: added HQ + ARQQ to quantum-computing key_tickers with a log entry.

Correctly skipped (the screen agreeing with our rules)

ABVX +83% and APGE +67% are pre-revenue clinical lotteries — excluded by standing rule regardless of the move. AAL +30% (RSI 80) is an airline cyclical chase, not a 6–48mo trend-hold. DAVE +42% / ENVA +49% are momentum fintech with no structural story we hold. MRNA +60% is a recovery knife. These scoring as "misses we're fine with" is the system working — the autopsy's job is separating those from theme 1, which is not fine.

Verdict + reasoning

The 30 misses reduce to: one real structural gap (WFE — thesis we hold, consequence we didn't own), one bench trigger possibly firing (biotech), one unowned paradigm (cultural), one bookkeeping fix (quantum claims), and a correctly-skipped tail. Follow-ups filed in research/tasks/TASKS-PERSPECTIVES.md § The Operating Book. Next autopsy runs with the weekly recap per the cadence template.