BEGIN:VCALENDAR
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PRODID:-//DeepStack//The Docket//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:The DeepStack Docket
X-WR-CALDESC:The dated tests that will settle each DeepStack story.
BEGIN:VEVENT
UID:p02-t01@deepstack
DTSTAMP:20261008T155116Z
DTSTART;VALUE=DATE:20270101
DTEND;VALUE=DATE:20270102
SUMMARY:DeepStack test (Jan 1\, 2027): Part 02
DESCRIPTION:Quarterly deployed gigawatts will test the roughly 10 GW site
  plan against 0.4 GW operating now.\nStory: SpaceX Is Funding an AI Bet 
 Before the Proof\nhttps://deepstack.ltd/stories/spacex-after-the-ipo-exi
 t-liquidity/#watch\nAnalysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/spacex-after-the-ipo-exit-liquidity/#wa
 tch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p02-t02@deepstack
DTSTAMP:20261008T155116Z
DTSTART;VALUE=DATE:20290501
DTEND;VALUE=DATE:20290601
SUMMARY:DeepStack test (May 2029): Part 02
DESCRIPTION:Anthropic’s $1.25B monthly commitment expires\; payment dur
 ability will test contracted AI demand.\nStory: SpaceX Is Funding an AI 
 Bet Before the Proof\nhttps://deepstack.ltd/stories/spacex-after-the-ipo
 -exit-liquidity/#watch\nAnalysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/spacex-after-the-ipo-exit-liquidity/#wa
 tch
CATEGORIES:DeepStack,The Docket
STATUS:TENTATIVE
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p03-t01@deepstack
DTSTAMP:20261008T155116Z
DTSTART;VALUE=DATE:20261110
DTEND;VALUE=DATE:20261111
SUMMARY:DeepStack test (Nov 10\, 2026): Part 03
DESCRIPTION:Short-term premiums collapsing toward long-term rates would w
 eaken the backwardation warning\; persistence would make it harder to di
 smiss.\nStory: The Machines Will Work. The Debt Might Not.\nhttps://deep
 stack.ltd/stories/the-debt-behind-the-machines/#watch\nAnalysis and opin
 ion\, not investment advice.
URL:https://deepstack.ltd/stories/the-debt-behind-the-machines/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p03-t03@deepstack
DTSTAMP:20261008T155116Z
DTSTART;VALUE=DATE:20270101
DTEND;VALUE=DATE:20270102
SUMMARY:DeepStack test (Jan 1\, 2027): Part 03
DESCRIPTION:Resilient hyperscaler free cash flow would ease leverage fear
 s\; negative cash flow would validate Erkan’s tripwire.\nStory: The Ma
 chines Will Work. The Debt Might Not.\nhttps://deepstack.ltd/stories/the
 -debt-behind-the-machines/#watch\nAnalysis and opinion\, not investment 
 advice.
URL:https://deepstack.ltd/stories/the-debt-behind-the-machines/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p03-t04@deepstack
DTSTAMP:20261008T155116Z
DTSTART;VALUE=DATE:20260908
DTEND;VALUE=DATE:20260909
SUMMARY:DeepStack test (Sep 8\, 2026): Part 03
DESCRIPTION:The next $50B-$60B issuance will show whether new-issue conce
 ssions keep widening or start to normalize.\nStory: The Machines Will Wo
 rk. The Debt Might Not.\nhttps://deepstack.ltd/stories/the-debt-behind-t
 he-machines/#watch\nAnalysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/the-debt-behind-the-machines/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p04-t01@deepstack
DTSTAMP:20261008T155116Z
DTSTART;VALUE=DATE:20270101
DTEND;VALUE=DATE:20270102
SUMMARY:DeepStack test (Jan 1\, 2027): Part 04
DESCRIPTION:Alphabet discloses its higher 2027 budget\; a rise in the sto
 ck revives the defense case\, another fall validates the return test.\nS
 tory: AI Spending Has Met Its First Real Bill\nhttps://deepstack.ltd/sto
 ries/the-market-stops-paying-for-faith/#watch\nAnalysis and opinion\, no
 t investment advice.
URL:https://deepstack.ltd/stories/the-market-stops-paying-for-faith/#watc
 h
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p04-t03@deepstack
DTSTAMP:20261008T155116Z
DTSTART;VALUE=DATE:20270101
DTEND;VALUE=DATE:20270102
SUMMARY:DeepStack test (Jan 1\, 2027): Part 04
DESCRIPTION:Hyperscaler free cash flow shows whether operating cash flow 
 catches capex growth\; a catch-up makes external funding temporary.\nSto
 ry: AI Spending Has Met Its First Real Bill\nhttps://deepstack.ltd/stori
 es/the-market-stops-paying-for-faith/#watch\nAnalysis and opinion\, not 
 investment advice.
URL:https://deepstack.ltd/stories/the-market-stops-paying-for-faith/#watc
 h
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p04-t04@deepstack
DTSTAMP:20261008T155116Z
DTSTART;VALUE=DATE:20260908
DTEND;VALUE=DATE:20260909
SUMMARY:DeepStack test (Sep 8\, 2026): Part 04
DESCRIPTION:$50B–60B of queued paper prices\; narrower concessions supp
 ort absorption\, wider spreads signal borrower scrutiny.\nStory: AI Spen
 ding Has Met Its First Real Bill\nhttps://deepstack.ltd/stories/the-mark
 et-stops-paying-for-faith/#watch\nAnalysis and opinion\, not investment 
 advice.
URL:https://deepstack.ltd/stories/the-market-stops-paying-for-faith/#watc
 h
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p05-t04@deepstack
DTSTAMP:20261008T155116Z
DTSTART;VALUE=DATE:20280103
DTEND;VALUE=DATE:20280104
SUMMARY:DeepStack test (Jan 3\, 2028): Part 05
DESCRIPTION:Return on invested capital should be visible by Romero’s de
 adline\; failure would turn today’s extraordinary economics into a fir
 st-year illusion.\nStory: OpenAI and Anthropic Are Not the Same Business
 \nhttps://deepstack.ltd/stories/anthropic-grew-142-percent-openai/#watch
 \nAnalysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/anthropic-grew-142-percent-openai/#watc
 h
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p06-t01@deepstack
DTSTAMP:20261008T155116Z
DTSTART;VALUE=DATE:20261210
DTEND;VALUE=DATE:20261211
SUMMARY:DeepStack test (Dec 10\, 2026): Part 06
DESCRIPTION:ERCOT is due to verify its first large-load batch study\; the
  cleared list shows whether Texas weeds out speculators or rations power
 .\nStory: Power Doesn’t Depreciate. Its Premium Moves.\nhttps://deepst
 ack.ltd/stories/power-doesnt-depreciate/#watch\nAnalysis and opinion\, n
 ot investment advice.
URL:https://deepstack.ltd/stories/power-doesnt-depreciate/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p06-t02@deepstack
DTSTAMP:20261008T155116Z
DTSTART;VALUE=DATE:20261201
DTEND;VALUE=DATE:20270101
SUMMARY:DeepStack test (Year-end): Part 06
DESCRIPTION:Nebius must turn 800MW–1GW connected against 5GW contracted
  into Vineland revenue\; commissioning and GPU fill test execution.\nSto
 ry: Power Doesn’t Depreciate. Its Premium Moves.\nhttps://deepstack.lt
 d/stories/power-doesnt-depreciate/#watch\nAnalysis and opinion\, not inv
 estment advice.
URL:https://deepstack.ltd/stories/power-doesnt-depreciate/#watch
CATEGORIES:DeepStack,The Docket
STATUS:TENTATIVE
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p06-t05@deepstack
DTSTAMP:20261008T155116Z
DTSTART;VALUE=DATE:20290101
DTEND;VALUE=DATE:20290102
SUMMARY:DeepStack test (Jan 1\, 2029): Part 06
DESCRIPTION:Bloom staying sold out while FuelCell Energy keeps signing wo
 uld show scarcity has moved from the grid to factories.\nStory: Power Do
 esn’t Depreciate. Its Premium Moves.\nhttps://deepstack.ltd/stories/po
 wer-doesnt-depreciate/#watch\nAnalysis and opinion\, not investment advi
 ce.
URL:https://deepstack.ltd/stories/power-doesnt-depreciate/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p07-t01@deepstack
DTSTAMP:20261008T155116Z
DTSTART;VALUE=DATE:20261028
DTEND;VALUE=DATE:20261029
SUMMARY:DeepStack test (Oct 28\, 2026): Part 07
DESCRIPTION:The Fed meets\; another hike would support Klein’s inflatio
 n reading\, while no move would strengthen Paulson’s case that Septemb
 er was a mistake.\nStory: The Fed Hiked. The Long End Still Climbed.\nht
 tps://deepstack.ltd/stories/the-fed-hiked-the-long-end-kept-climbing/#wa
 tch\nAnalysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/the-fed-hiked-the-long-end-kept-climbin
 g/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p07-t02@deepstack
DTSTAMP:20261008T155116Z
DTSTART;VALUE=DATE:20261015
DTEND;VALUE=DATE:20261016
SUMMARY:DeepStack test (Oct 15\, 2026): Part 07
DESCRIPTION:Treasury publishes August foreign holdings\; renewed Japanese
  buying despite poor hedged returns would undercut the missing-buyer the
 sis behind the long-end selloff.\nStory: The Fed Hiked. The Long End Sti
 ll Climbed.\nhttps://deepstack.ltd/stories/the-fed-hiked-the-long-end-ke
 pt-climbing/#watch\nAnalysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/the-fed-hiked-the-long-end-kept-climbin
 g/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p07-t04@deepstack
DTSTAMP:20261008T155116Z
DTSTART;VALUE=DATE:20280103
DTEND;VALUE=DATE:20280104
SUMMARY:DeepStack test (Jan 3\, 2028): Part 07
DESCRIPTION:Leveraged-loan and corporate maturities arrive\; stress would
  show today’s rates are reaching AI’s borrowers.\nStory: The Fed Hik
 ed. The Long End Still Climbed.\nhttps://deepstack.ltd/stories/the-fed-h
 iked-the-long-end-kept-climbing/#watch\nAnalysis and opinion\, not inves
 tment advice.
URL:https://deepstack.ltd/stories/the-fed-hiked-the-long-end-kept-climbin
 g/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p08-t01@deepstack
DTSTAMP:20261008T155116Z
DTSTART;VALUE=DATE:20261020
DTEND;VALUE=DATE:20261021
SUMMARY:DeepStack test (Oct 20\, 2026): Part 08
DESCRIPTION:September-quarter results test cash flow toward $2 trillion a
 nd whether maintenance costs enter accounting.\nStory: AI Lenders Are Fi
 nancing the End of Scarcity\nhttps://deepstack.ltd/stories/the-scarcity-
 is-the-collateral/#watch\nAnalysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/the-scarcity-is-the-collateral/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p08-t02@deepstack
DTSTAMP:20261008T155116Z
DTSTART;VALUE=DATE:20261123
DTEND;VALUE=DATE:20261124
SUMMARY:DeepStack test (Nov 23\, 2026): Part 08
DESCRIPTION:New Mexico rules on the fuel-cell permit\; approval supports 
 schedule\, denial turns Oracle’s notice into a warning.\nStory: AI Len
 ders Are Financing the End of Scarcity\nhttps://deepstack.ltd/stories/th
 e-scarcity-is-the-collateral/#watch\nAnalysis and opinion\, not investme
 nt advice.
URL:https://deepstack.ltd/stories/the-scarcity-is-the-collateral/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p08-t03@deepstack
DTSTAMP:20261008T155116Z
DTSTART;VALUE=DATE:20270201
DTEND;VALUE=DATE:20270202
SUMMARY:DeepStack test (Feb 1\, 2027): Part 08
DESCRIPTION:Pipeline in-service date tests whether Project Jupiter can se
 cure fuel for its planned campus.\nStory: AI Lenders Are Financing the E
 nd of Scarcity\nhttps://deepstack.ltd/stories/the-scarcity-is-the-collat
 eral/#watch\nAnalysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/the-scarcity-is-the-collateral/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p09-t01@deepstack
DTSTAMP:20261008T155116Z
DTSTART;VALUE=DATE:20261028
DTEND;VALUE=DATE:20261029
SUMMARY:DeepStack test (Oct 28\, 2026): Part 09
DESCRIPTION:Meta reports its September quarter\; users\, transaction volu
 me and fees would show whether downloads are becoming a business.\nStory
 : Habit Was the Moat. Agents Are Draining It.\nhttps://deepstack.ltd/sto
 ries/habit-was-the-moat/#watch\nAnalysis and opinion\, not investment ad
 vice.
URL:https://deepstack.ltd/stories/habit-was-the-moat/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p09-t02@deepstack
DTSTAMP:20261008T155116Z
DTSTART;VALUE=DATE:20261103
DTEND;VALUE=DATE:20261104
SUMMARY:DeepStack test (Nov 3\, 2026): Part 09
DESCRIPTION:Booking reports room nights and direct mix\; the result tests
  whether the agent or the incumbent owns the booking.\nStory: Habit Was 
 the Moat. Agents Are Draining It.\nhttps://deepstack.ltd/stories/habit-w
 as-the-moat/#watch\nAnalysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/habit-was-the-moat/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p09-t03@deepstack
DTSTAMP:20261008T155116Z
DTSTART;VALUE=DATE:20261116
DTEND;VALUE=DATE:20261117
SUMMARY:DeepStack test (Nov 16\, 2026): Part 09
DESCRIPTION:Nike holds its investor day\; margin targets and demand plans
  show how much selling still assumes human choice.\nStory: Habit Was the
  Moat. Agents Are Draining It.\nhttps://deepstack.ltd/stories/habit-was-
 the-moat/#watch\nAnalysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/habit-was-the-moat/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p09-t04@deepstack
DTSTAMP:20261008T155116Z
DTSTART;VALUE=DATE:20270101
DTEND;VALUE=DATE:20270102
SUMMARY:DeepStack test (Jan 1\, 2027): Part 09
DESCRIPTION:The first tax season with agents tests whether households sti
 ll pay Intuit for certainty or ask an agent.\nStory: Habit Was the Moat.
  Agents Are Draining It.\nhttps://deepstack.ltd/stories/habit-was-the-mo
 at/#watch\nAnalysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/habit-was-the-moat/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p10-t01@deepstack
DTSTAMP:20261008T155116Z
DTSTART;VALUE=DATE:20261028
DTEND;VALUE=DATE:20261029
SUMMARY:DeepStack test (Oct 28\, 2026): Part 10
DESCRIPTION:Microsoft\, Alphabet\, Meta and Amazon report\; depreciation\
 , server lives and 29.5% growth will test the earnings denominator.\nSto
 ry: The Bubble Is in the Denominator\nhttps://deepstack.ltd/stories/the-
 bubble-is-in-the-denominator/#watch\nAnalysis and opinion\, not investme
 nt advice.
URL:https://deepstack.ltd/stories/the-bubble-is-in-the-denominator/#watch
CATEGORIES:DeepStack,The Docket
STATUS:CONFIRMED
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:p10-t02@deepstack
DTSTAMP:20261008T155116Z
DTSTART;VALUE=DATE:20261001
DTEND;VALUE=DATE:20261101
SUMMARY:DeepStack test (October): Part 10
DESCRIPTION:Anthropic filing or listing reveals audited revenue\, losses 
 and concentration\, testing the $400B revenue milestone.\nStory: The Bub
 ble Is in the Denominator\nhttps://deepstack.ltd/stories/the-bubble-is-i
 n-the-denominator/#watch\nAnalysis and opinion\, not investment advice.
URL:https://deepstack.ltd/stories/the-bubble-is-in-the-denominator/#watch
CATEGORIES:DeepStack,The Docket
STATUS:TENTATIVE
TRANSP:TRANSPARENT
END:VEVENT
END:VCALENDAR