What changed: r3 to r4
First sourced operating and cash scenarios. Separates 45X accrual, credit collections, tariff-refund recognition and net refund cash; reported H1 remains intact.
Retrieval clocks and internal hashes are excluded. Changed source or accounting definitions are not automatically an economic restatement. The authored reason describes the destination revision.
| Field | Before | After |
|---|---|---|
| /memory/as_of | 2026-09-18 | 2026-09-21 |
| /memory/bands/10d/n | None | 300 |
| /memory/bands/10d/p10 | -9.666 | -10.503 |
| /memory/bands/10d/p50 | 0.285 | -0.491 |
| /memory/bands/10d/p90 | 7.951 | 6.372 |
| /memory/bands/10d/p_up | 0.52 | 0.457 |
| /memory/bands/126d/censored | None | 0 |
| /memory/bands/126d/n | None | 279 |
| /memory/bands/126d/p10 | None | -31.906 |
| /memory/bands/126d/p50 | None | 1.346 |
| /memory/bands/126d/p90 | None | 41.57 |
| /memory/bands/126d/p_up | None | 0.513 |
| /memory/bands/1d/n | None | 300 |
| /memory/bands/1d/p10 | -1.965 | -2.808 |
| /memory/bands/1d/p50 | 0.065 | 0.038 |
| /memory/bands/1d/p90 | 2.123 | 2.638 |
| /memory/bands/1d/p_up | 0.52 | 0.523 |
| /memory/bands/21d/censored | None | 0 |
| /memory/bands/21d/n | None | 296 |
| /memory/bands/21d/p10 | None | -15.185 |
| /memory/bands/21d/p50 | None | -0.364 |
| /memory/bands/21d/p90 | None | 13.823 |
| /memory/bands/21d/p_up | None | 0.476 |
| /memory/bands/252d/censored | None | 0 |
| /memory/bands/252d/n | None | 246 |
| /memory/bands/252d/p10 | None | -45.985 |
| /memory/bands/252d/p50 | None | -1.404 |
| /memory/bands/252d/p90 | None | 64.773 |
| /memory/bands/252d/p_up | None | 0.472 |
| /memory/bands/5d/n | None | 300 |
| /memory/bands/5d/p10 | -7.042 | -6.745 |
| /memory/bands/5d/p50 | 0.136 | -0.072 |
| /memory/bands/5d/p90 | 5.172 | 5.521 |
| /memory/bands/5d/p_up | 0.523 | 0.493 |
| /memory/bands/63d/censored | None | 0 |
| /memory/bands/63d/n | None | 296 |
| /memory/bands/63d/p10 | None | -18.96 |
| /memory/bands/63d/p50 | None | 2.708 |
| /memory/bands/63d/p90 | None | 35.989 |
| /memory/bands/63d/p_up | None | 0.551 |
| /memory/state | up/below/off/stuck/ordinary/weak/some | up/below/off/stuck/ordinary/mid/some |
| /meta/as_of | 2026-09-19 | 2026-09-22 |
| /meta/revision | 3 | 4 |