Internal working note. The loop-4 accountability pass on the miss-screen's 10 unclaimed movers (≥+30%/30d, ≥$10M daily dollar volume, settled 2026-07-31). Each resolves to: in our data? · which thesis should own it? · what trigger at T−1? — and is classed a coverage miss (never saw it) or a conviction miss (saw it, passed) or not our game (excluded by design).

The two that matter

• AVTR +38% (RSI 75) — CONVICTION MISS, and the week's real one. Avantor is lab-tools picks-and-shovels, sits IN the biotech-capital-cycle watchlist, and is exactly the laggard-quality class that thesis exists to catch (TMO/DHR/MEDP/RGEN family). We had the data, we had the owning thesis, and no trigger was armed on the name. T−1 trigger that would have caught it: the same 50-day-reclaim screen the lane runs on its named picks, extended to the whole watchlist rather than the four headline names. Fix: biotech-capital-cycle's trigger set should cover its full watchlist, not its exemplars. Filed to the perspective's watch_for on its next refresh.
• CRNX +116% (RSI 90) — coverage miss, bounded. Crinetics is commercial-adjacent biotech momentum; it entered our universe only via the nightly discovery screen mid-run. The monster board caught it at the parabolic stage — too late for trend-hold entry discipline by design. The honest question is whether biotech-capital-cycle should screen commercial-stage biotech momentum before the monster stage; same fix class as AVTR. Not a doctrine violation — a lane-trigger gap.

Not our game (excluded by design — verdict stands)

• SOXS +41% — 3x inverse semis ETF. Its "run" is the semis crash the desk covered from the long side all month. Inverse/levered wrappers are not trend-hold instruments. No fix.
• SSPC +96% / SPCQ +90% — specialty ETF wrappers, RECURRING from the 07-24 autopsy with the same verdict. Structured products outside doctrine. If they appear a third week, the right move is excluding the wrapper class from miss-screen's universe rather than re-autopsying them weekly — filed as a screen-tuning note.
• ATAI +47% — pre-revenue psychedelics biotech: the lottery class doctrine explicitly excludes. Seen, excluded, no regret.
• MAN +41% — staffing cyclical; no desk thesis touches labor-cycle names. Legitimate white space, not a miss worth a lane.

Adjacent, noted

• EQNR +32% — the energy reacceleration the desk DID cover this week (refiners vertical, us-energy-dominance) expressed through a European major. The thesis is US-scoped by name; EQNR's run is confirmation of the demand read, not a missed pick. No fix beyond noting the thesis's geographic boundary is a choice.
• LAD +33% / CDNA +49% — auto-dealer momentum and med-tech momentum, both caught by the discovery screen at the extended stage (CDNA RSI 77, +26.9% over its 20-day — already in the stretch-scan's trim zone). Coverage misses with no owning thesis; neither warrants a lane on one move.

Scoreboard

10 misses: 1 conviction miss (AVTR — real, fix filed), 1 bounded coverage miss (CRNX — same fix), 5 not-our-game, 2 adjacent/no-fix, 1 recurring-wrapper (screen-tuning note). The pipeline's known blindness — it scores bad buys, never bad passes — is exactly where AVTR sat: the lane's own watchlist, unwatched at the name level.

Sources: deno task market -- miss-screen / stretch-scan (2026-07-31); tape figures from research/market-engine/data/summaries/*.json (2026-07-31 close); the 2026-07-24 miss autopsy (SSPC/SPCQ precedent); biotech-capital-cycle perspective record.