MSTR
Strategy Inc
Screener candidate detail · 1 active archetype
Active
1
archetypes
History
40
rows
Days on list
14
oldest active
Screener Funnel
✓Fired
6 archetypes
✓S1 signal
reached primed
✓S2 deep set
conviction stamped
○Promoted
not promoted
Stages a name passes through: fired an archetype → reached an S1 signal (state ≥ partial) → entered the S2 deep-enrichment set (conviction stamped) → promoted to the watchlist. Each step is "ever reached" across this name's recorded history (capped at 60 rows — a very long-lived name's earliest episodes may fall outside this window).
Active Candidacies
A2 · Oversold Sympathypartialpersisting
score: 0.118confluence: 0days: 14as of 2026-09-10
Triggers:ret_1d -3.2%quality:passdemoted:partial explained by sector_move (attribution_confidence=medium)no_own_news (weak flag — store coverage limited)borrowed_drop +1.36pp (below threshold)sector_explained 3.19×-1.4%=-4.5pp
Dislocation:
1-day return
-3.17%
1-day return
-3.17%
Beta (60d)
3.19
Sector return (1d)
-1.42%
Sector return
-1.42%
Borrowed drop
1.36%
Own news
No
Newsless
Yes
Regime at flag: CAUTIOUS
Promote to Watchlist
Seeds the company layer immediately; full deep-data scaffold runs in the background.
Lifecycle Timeline
One strip per archetype, oldest → newest. Each cell is a trading day the screener recorded this name; color = lifecycle status. A ● marks a day the name was in the buy zone (ripeness confirmed/loaded); a left gap marks the start of a new candidacy episode.
A2 · Oversold Sympathylong recoveryactive
10 days
A4 · Pre-Catalyst Coiling
3 days
N3 · Failed Breakout
6 days
N5 · Revision Collapse
4 days
N6 · PEAD Miss Drift
7 days
A5 · Mechanical Reversion
10 days
newpersistingdecayedexitedpromotedunknownripe day
Realized Episodes
Each completed candidacy graded as a "would-have" trade: entered when the archetype began flagging this name, exited when the screener dropped it. Return is direction-adjusted and market-adjusted (minus SPY, where available) — hindsight, not advice. Open episodes are marked-to-market and excluded from the tally.
Closed: 3/9 directionally right · mean -4.6% · small sample, illustrative not proof
A2 · Oversold Sympathylong recovery2026-08-31 → open9 bars
+5.8%open · MTM
A2 · Oversold Sympathylong recovery2026-08-17 → 2026-08-204 bars
+22.7%dropped
A4 · Pre-Catalyst Coilinglong recovery2026-08-11 → open23 bars
+41.9%open · MTM
N5 · Revision Collapseshort fragility2026-08-11 → open23 bars
-40.0%open · MTM
N3 · Failed Breakoutshort fragility2026-08-11 → 2026-08-122 bars
+0.5%closed
N6 · PEAD Miss Driftshort fragility2026-08-04 → 2026-08-116 bars
-3.9%closed
A2 · Oversold Sympathylong recovery2026-07-24 → 2026-08-048 bars
-3.8%dropped
N3 · Failed Breakoutshort fragility2026-07-16 → 2026-07-203 bars
-0.8%dropped
N5 · Revision Collapseshort fragility2026-07-09 → 2026-07-102 bars
-5.1%dropped
A2 · Oversold Sympathylong recovery2026-07-08 → 2026-07-209 bars
+2.4%dropped
A2 · Oversold Sympathylong recovery2026-06-17 → 2026-07-0211 bars
-19.3%dropped
A5 · Mechanical Reversionlong recovery2026-06-15 → 2026-06-3011 bars
-34.3%closed
Lifecycle History(newest first, up to 60 rows)
| Date | Archetype | State | Score | Confluence | Status | Dislocation |
|---|---|---|---|---|---|---|
| 2026-09-10 | A2 · Oversold Sympathy | partial | 0.118 | 0 | persisting | 1-day return: -3.17% · 1-day return: -3.17% · Beta (60d): 3.19 · Sector return (1d): -1.42% · Sector return: -1.42% · Borrowed drop: 1.36% |
| 2026-09-09 | A4 · Pre-Catalyst Coiling | partial | 0.000 | 1 | decayed | Realized Vol Pct 1y: 19.52 · Inside Day: Yes · Nr7: Yes · Days To Catalyst: — · Proximity Factor: 0.00 · Iv Pctile: — |
| 2026-09-08 | N3 · Failed Breakout | primed | 0.915 | 2 | exited | Breakout Level: sma20 · Dist 52w High: -0.76 · Sma Dist 20: 0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-09-08 | A2 · Oversold Sympathy | primed | 0.841 | 0 | persisting | 1-day return: -4.50% · 1-day return: -4.50% · Beta (60d): 3.17 · Sector return (1d): 0.31% · Sector return: 0.31% · Borrowed drop: -5.49% |
| 2026-09-08 | N5 · Revision Collapse | primed | 0.915 | 2 | decayed | Analyst Cluster State: cluster_down · Pt Change 30d Pct: -14.77% · Negative Pt Trail: Yes · Downtrend Confirmed: Yes · Sma Downtrend: Yes · Ret Downtrend: No |
| 2026-09-04 | A2 · Oversold Sympathy | primed | 0.854 | 0 | persisting | 1-day return: -3.47% · 1-day return: -3.47% · Beta (60d): 3.09 · Sector return (1d): 0.73% · Sector return: 0.73% · Borrowed drop: -5.73% |
| 2026-09-04 | N6 · PEAD Miss Drift | primed | 0.947 | 1 | exited | Eps Surprise: -8.96 · Days Since Earnings: 8.00 · Recency Max: 10.00 · Primed Floor: -0.10 · Partial Floor: -0.03 · Direction Of Evidence: pead_miss_continuation |
| 2026-09-01 | A2 · Oversold Sympathy | primed | 0.209 | 1 | persisting | 1-day return: -6.25% · 1-day return: -6.25% · Beta (60d): 2.71 · Sector return (1d): -1.55% · Sector return: -1.55% · Borrowed drop: -2.06% |
| 2026-08-28 | A2 · Oversold Sympathy | primed | 0.491 | 1 | new | 1-day return: -7.63% · 1-day return: -7.63% · Beta (60d): 2.69 · Sector return (1d): -1.56% · Sector return: -1.56% · Borrowed drop: -3.43% |
| 2026-08-25 | A2 · Oversold Sympathy | partial | 0.110 | 1 | decayed | 1-day return: -5.43% · 1-day return: -5.43% · Beta (60d): 2.64 · Sector return (1d): -2.50% · Sector return: -2.50% · Borrowed drop: 1.16% |
| 2026-08-24 | N3 · Failed Breakout | primed | 0.915 | 2 | decayed | Breakout Level: sma20 · Dist 52w High: -0.76 · Sma Dist 20: 0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-21 | N6 · PEAD Miss Drift | primed | 0.947 | 1 | decayed | Eps Surprise: -8.96 · Days Since Earnings: 8.00 · Recency Max: 10.00 · Primed Floor: -0.10 · Partial Floor: -0.03 · Direction Of Evidence: pead_miss_continuation |
| 2026-08-18 | A2 · Oversold Sympathy | partial | 0.110 | 1 | persisting | 1-day return: -5.43% · 1-day return: -5.43% · Beta (60d): 2.64 · Sector return (1d): -2.50% · Sector return: -2.50% · Borrowed drop: 1.16% |
| 2026-08-14 | A2 · Oversold Sympathy | primed | 0.413 | 1 | new | 1-day return: -4.27% · 1-day return: -4.27% · Beta (60d): 2.67 · Sector return (1d): -0.40% · Sector return: -0.40% · Borrowed drop: -3.21% |
| 2026-08-12 | A4 · Pre-Catalyst Coiling | partial | 0.000 | 1 | persisting | Realized Vol Pct 1y: 19.52 · Inside Day: Yes · Nr7: Yes · Days To Catalyst: — · Proximity Factor: 0.00 · Iv Pctile: — |
| 2026-08-11 | A4 · Pre-Catalyst Coiling | partial | 0.000 | 1 | new | Realized Vol Pct 1y: 17.93 · Inside Day: Yes · Nr7: Yes · Days To Catalyst: — · Proximity Factor: 0.00 · Iv Pctile: — |
| 2026-08-10 | N3 · Failed Breakout | primed | 0.915 | 2 | new | Breakout Level: sma20 · Dist 52w High: -0.76 · Sma Dist 20: 0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-10 | N5 · Revision Collapse | primed | 0.915 | 2 | new | Analyst Cluster State: cluster_down · Pt Change 30d Pct: -14.77% · Negative Pt Trail: Yes · Downtrend Confirmed: Yes · Sma Downtrend: Yes · Ret Downtrend: No |
| 2026-08-07 | A2 · Oversold Sympathy | primed | 0.640 | 1 | decayed | 1-day return: -4.67% · 1-day return: -4.67% · Beta (60d): 2.73 · Sector return (1d): -0.22% · Sector return: -0.22% · Borrowed drop: -4.08% |
| 2026-08-07 | N6 · PEAD Miss Drift | primed | 0.947 | 1 | persisting | Eps Surprise: -8.96 · Days Since Earnings: 8.00 · Recency Max: 10.00 · Primed Floor: -0.10 · Partial Floor: -0.03 · Direction Of Evidence: pead_miss_continuation |
| 2026-08-06 | N6 · PEAD Miss Drift | primed | 0.947 | 1 | persisting | Eps Surprise: -8.96 · Days Since Earnings: 7.00 · Recency Max: 10.00 · Primed Floor: -0.10 · Partial Floor: -0.03 · Direction Of Evidence: pead_miss_continuation |
| 2026-08-05 | N6 · PEAD Miss Drift | primed | 0.951 | 1 | persisting | Eps Surprise: -8.96 · Days Since Earnings: 6.00 · Recency Max: 10.00 · Primed Floor: -0.10 · Partial Floor: -0.03 · Direction Of Evidence: pead_miss_continuation |
| 2026-08-05 | N5 · Revision Collapse | primed | 0.364 | 1 | decayed | Analyst Cluster State: cluster_down · Pt Change 30d Pct: -8.61% · Negative Pt Trail: Yes · Downtrend Confirmed: Yes · Sma Downtrend: Yes · Ret Downtrend: Yes |
| 2026-08-04 | N6 · PEAD Miss Drift | primed | 0.955 | 1 | persisting | Eps Surprise: -8.96 · Days Since Earnings: 5.00 · Recency Max: 10.00 · Primed Floor: -0.10 · Partial Floor: -0.03 · Direction Of Evidence: pead_miss_continuation |
| 2026-08-03 | N6 · PEAD Miss Drift | primed | 0.962 | 1 | new | Eps Surprise: -8.96 · Days Since Earnings: 4.00 · Recency Max: 10.00 · Primed Floor: -0.10 · Partial Floor: -0.03 · Direction Of Evidence: pead_miss_continuation |
| 2026-07-31 | A2 · Oversold Sympathy | primed | 0.640 | 1 | persisting | 1-day return: -4.67% · 1-day return: -4.67% · Beta (60d): 2.73 · Sector return (1d): -0.22% · Sector return: -0.22% · Borrowed drop: -4.08% |
| 2026-07-30 | N3 · Failed Breakout | primed | 0.425 | 1 | decayed | Breakout Level: sma20 · Dist 52w High: -0.79 · Sma Dist 20: -0.02 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-16 | N3 · Failed Breakout | primed | 0.425 | 1 | persisting | Breakout Level: sma20 · Dist 52w High: -0.79 · Sma Dist 20: -0.02 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-15 | N3 · Failed Breakout | primed | 0.191 | 1 | new | Breakout Level: sma20 · Dist 52w High: -0.79 · Sma Dist 20: -0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-13 | A5 · Mechanical Reversion | primed | 0.575 | 2 | exited | 1-day return: -3.60% · 1-day return: -3.60% · Beta (60d): 3.24 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -3.60% |
| 2026-07-08 | N5 · Revision Collapse | primed | 0.364 | 1 | new | Analyst Cluster State: cluster_down · Pt Change 30d Pct: -8.61% · Negative Pt Trail: Yes · Downtrend Confirmed: Yes · Sma Downtrend: Yes · Ret Downtrend: Yes |
| 2026-07-06 | A5 · Mechanical Reversion | primed | 0.575 | 2 | decayed | 1-day return: -3.60% · 1-day return: -3.60% · Beta (60d): 3.24 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -3.60% |
| 2026-06-28 | A5 · Mechanical Reversion | primed | 0.575 | 2 | persisting | 1-day return: -3.60% · 1-day return: -3.60% · Beta (60d): 3.24 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -3.60% |
| 2026-06-27 | A5 · Mechanical Reversion | primed | 0.568 | 2 | persisting | 1-day return: -3.60% · 1-day return: -3.60% · Beta (60d): 3.24 · Spy Ret 1d: -0.00 · Spy Ret Pct: -0.04% · Beta Residual Pct: -3.48% |
| 2026-06-26 | A5 · Mechanical Reversion | primed | 0.642 | 2 | persisting | 1-day return: -3.60% · 1-day return: -3.60% · Beta (60d): 3.24 · Spy Ret 1d: 0.04 · Spy Ret Pct: 3.60% · Beta Residual Pct: -15.26% |
| 2026-06-25 | A5 · Mechanical Reversion | primed | 0.775 | 2 | persisting | 1-day return: -4.53% · 1-day return: -4.53% · Beta (60d): 2.94 · Spy Ret 1d: -0.00 · Spy Ret Pct: -0.37% · Beta Residual Pct: -3.43% |
| 2026-06-24 | A5 · Mechanical Reversion | primed | 0.964 | 2 | persisting | 1-day return: -9.82% · 1-day return: -9.82% · Beta (60d): 2.96 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.36% · Beta Residual Pct: -10.89% |
| 2026-06-23 | A5 · Mechanical Reversion | partial | 0.755 | 2 | persisting | 1-day return: -5.27% · 1-day return: -5.27% · Beta (60d): 2.89 · Spy Ret 1d: -0.01 · Spy Ret Pct: -1.20% · Beta Residual Pct: -1.80% |
| 2026-06-22 | A5 · Mechanical Reversion | partial | 0.647 | 1 | persisting | 1-day return: -2.77% · 1-day return: -2.77% · Beta (60d): 2.83 · Spy Ret 1d: -0.00 · Spy Ret Pct: -0.33% · Beta Residual Pct: -1.84% |
| 2026-06-21 | A5 · Mechanical Reversion | primed | 0.927 | 2 | persisting | 1-day return: -3.52% · 1-day return: -3.52% · Beta (60d): 2.83 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -3.52% |