Model-reported gaps from the latest successful review. Decision cutoff: Nov 7, 2026, 8:20 PM EST · Review completed: Nov 7, 2026, 8:24 PM EST. These explanations have not been independently verified.

• What collateral, recovery rights, default covenants and counterparty liquidity support NVIDIA's guarantees?

  Why unresolved: The inspected note clarifies duration and termination, but does not establish a complete recovery or counterparty-liquidity analysis.
  Decision impact: Blocks an increase; maximum exposure alone does not establish an expected loss requiring an exit.
  Next research step: Examine referenced guarantee disclosures and subsequent filings for security, covenant and liquidity evidence.

• What is Alphabet's recurring cash generation per diluted common share after capital spending and preferred distributions?

  Why unresolved: Financing and spending were verified, but the complete operating-cash, distribution and diluted-share bridge was not completed.
  Decision impact: Keeps the thesis weakened and prevents adding on price weakness alone.
  Next research step: Reconcile the cash-flow statement, preferred terms and EPS denominator, separating financing and nonrecurring investment effects.

• What do Amazon's lease commitments and maintenance-versus-growth investment disclosures imply for normalized cash generation?

  Why unresolved: The results release establishes the cash outflow but the relevant lease and investment-normalization analysis remains incomplete.
  Decision impact: Supports retaining a smaller position, not increasing it. Future investment returns remain uncertain rather than verifiable facts.
  Next research step: Inspect the quarterly filing's lease and commitment notes, then track utilization, AWS profitability and cash conversion.

• What are Nu's consolidated credit-quality and coverage metrics, deposit maturity mix, and issuer-confirmed Q3 reporting date?

  Why unresolved: EPS and deposit totals were obtained, but the examined arrears table is product-specific and the reporting date remains third-party only.
  Decision impact: Prevents enlarging the starter position despite its attractive quarterly earnings reference.
  Next research step: Obtain the issuer earnings presentation and calendar; reconcile consolidated delinquency, provisions, funding maturities and credit cohorts.

• What are Vertex's normalized post-Crinetics per-share earnings and acquisition-related cash and debt obligations?

  Why unresolved: The SEC release and adjustment tables were retrieved, but the acquisition-normalized earnings and capital-structure reconciliation was not completed.
  Decision impact: Defers a healthcare allocation. Approval and commercial success remain future uncertainties even after accounting is reconciled.
  Next research step: Bridge GAAP to recurring earnings including ongoing compensation and financing costs; assess the November 30 regulatory outcome when available.

• What is MercadoLibre's validated November 6, 2026 unadjusted completed-session close?

  Why unresolved: Retrieved quote snippets disagree between $1,510.00 and $1,530.28; neither was independently validated.
  Decision impact: Prevents a precise current valuation comparison. The completed cash-flow reconciliation independently supports not buying today.
  Next research step: Obtain a timestamped exchange or market-data-provider daily bar before an actionable purchase comparison.