Decision Memory

Recorded decisions across every investigation, kept for future reference.

Semiconductor Tariff Impact

Decision: Re-underwrite

Key assumptions remain uncertain, particularly pass-through timing and competitive response. Re-underwriting to refresh ranges and stress scenarios.

Samsung Post-Earnings Sell-Off

Decision: Wait for proof

Too early to distinguish fundamentals from flow-driven move.

Industrial Automation Deal Review

Decision: Hold

Model refresh complete; awaiting PM sign-off.