/decisions · 2026-05-18 · investing · intc-doublecount-fix

INTC double-count fix top-up ($1,250) — go / archive?

One-off correction: realize the full $3,750 INTC combined target across smart-money-mirror v1 + nvidia-adjacent v1 that was authorized earlier today but didn't fully execute due to the SMM v1 OPG-expiration issue.

You authorized INTC double-count earlier today ("Keep double count intel"): mirror v1 0.5R = $2,500 + nvidia-adjacent v1 0.25R = $1,250 = combined target $3,750. What happened: SMM v1 INTC OPG order EXPIRED at the open; nvidia-adjacent v1 INTC fractional $1,250 DID fill; my 9:45 top-up math saw INTC at $1,250 and brought it to $2,500 — absorbing the nvidia-adj layer's $1,250 into the mirror's target. Net: INTC currently at $2,500 entry-basis, short of the combined $3,750 by exactly $1,250. This page authorizes one more $1,250 INTC DAY notional BUY to realize the full double-count.

The math

Layer	Authorized	Currently deployed	Gap
smart-money-mirror v1 (0.5R)	$2,500	$2,500 (via 9:45 top-up)	$0
nvidia-adjacent v1 (0.25R)	$1,250	$0 (absorbed into above)	$1,250
Combined	$3,750	$2,500	$1,250

What APPROVE does

Submits one $1,250 INTC DAY notional BUY order via Alpaca paper (~9 fractional shares at ~$110).
Brings INTC total entry-basis to $3,750, fully realizing your earlier double-count authorization.
Appends the new row to positions/_attribution-ledger.csv tagged strategy=nvidia-adjacent-v1 (the layer this fix corrects).
Updates the SMM v1 and nvidia-adj v1 deploy artifacts to note the fix.

What ARCHIVE does

Accept the under-deploy. INTC stays at $2,500 entry-basis (the mirror layer only).
nvidia-adjacent v1 basket is permanently under-deployed by 0.25R = $1,250 cash unused.
Total cross-strategy deploy stays at $57,500 rather than $58,750.

Lock in

Approve — submit the $1,250 INTC fix order

Fires ~/.claude/scripts/alpaca-intc-doublecount-fix-deploy.py immediately. Order will fill at market within seconds (market is open).

Approve + send

Archive — accept the under-deploy, don't fix

INTC stays at $2,500. nvidia-adjacent basket runs with the 0.25R cash hole. No new order.

Archive + send