Scenarios

Book stress tests across 5 pre-defined scenarios. Computes $-impact across pending + deployed recommendations using per-category Δ% factors from codex/risk_analysis_2026_05_05.md §21-25. Linear-additive (no Greeks amplification yet) — a first-order view.

Pending $
$1,493,021
Deployed $
$129,044
Book $
$1,622,065
Categories
5

Book composition by category

CategoryPending $Deployed $Total $Recs
core_long$1,311,035$126,544$1,437,578258
exit$0$0$0116
hedge$181,987$0$181,98754
sta_exit$0$0$0250
sta_vrp$0$2,500$2,5002

OAI compute crisis

OpenAI's training run for next-gen models fails to scale. Market questions $200B+ AI capex thesis.
Catalyst
GPT-5 / o4 underdelivers; hyperscaler CapEx deceleration leaks
Estimated $ impact
$-608,681
-37.5% of book
CategoryNotional $Factor$ Impact
core_long$1,437,578-55%$-790,668
hedge$181,987+100%+$181,987
sta_vrp$2,500+0%+$0

DeepSeek 2.0

Chinese open-source model hits frontier capability at fraction of compute. Training-CapEx thesis questioned.
Catalyst
Open-source model achieves GPT-4-class performance at 1/10 compute
Estimated $ impact
$-376,677
-23.2% of book
CategoryNotional $Factor$ Impact
core_long$1,437,578-30%$-431,273
hedge$181,987+30%+$54,596
sta_vrp$2,500+0%+$0

Power bottleneck

Data-center build hits hard transmission limit. CapEx slows 30% across hyperscalers in H2 2026.
Catalyst
Grid interconnect queue blows out; major hyperscaler delays announced
Estimated $ impact
$-269,317
-16.6% of book
CategoryNotional $Factor$ Impact
core_long$1,437,578-20%$-287,516
hedge$181,987+10%+$18,199
sta_vrp$2,500+0%+$0

AI regulation shock

EU AI Act enforcement Q3 2026 + US EO restricts hyperscale training. 6-month compliance pause.
Catalyst
Regulatory enforcement action against frontier labs
Estimated $ impact
$-312,982
-19.3% of book
CategoryNotional $Factor$ Impact
core_long$1,437,578-30%$-431,273
hedge$181,987+65%+$118,291
sta_vrp$2,500+0%+$0

Earnings disappointment cluster

Concentrated cluster (NVDA Q1 + VRT Q1 + AVGO Q2) = 3-week negative earnings stretch. No macro break.
Catalyst
May-June 2026 earnings season prints below-consensus
Estimated $ impact
$-341,196
-21.0% of book
CategoryNotional $Factor$ Impact
core_long$1,437,578-25%$-359,395
hedge$181,987+10%+$18,199
sta_vrp$2,500+0%+$0