The letter
Sent every Monday morning · the day is yours to pick in Alerts · zones in range, windows that opened or closed, model changes on your names with the sentence that caused them, your notes due, next week’s events
Email delivery is paused pending review; the letter is published here in-app on the same morning and nothing recorded in the meantime is lost.
Weekly letter · Mondaya short read
Zones in range
- CMCSA
- PYPL
Windows that opened or closed
- NKE
FreeThe weekly letter comes with a free account: the week on your names, every Monday, with the model changes and the sentence that caused each one.Create a free account
changed since Friday
- ModelPYPL Model v417 → v418: blended value $109 → $118, score 87 → 91.“FY27 revenue growth six to seven per cent, up from four to five” — Q4 call, prepared remarks.
- ZoneCMCSA entered your value zone at $30.88.Price $27.01 against a zone that opens at $30.88, twenty per cent under our $38.60.
- SignalNVDA EVP and two directors bought $3.1M inside 48 hours.Three Form 4 filings, all discretionary, 9% of their holdings.
Weekly letter · Monday 31 Aug 20265 min read
Your week: two scores changed, one cluster, three earnings.
Zones in range
- CMCSAIn your zone since 26 Aug at $30.88; price $27.01, 30% under our value.
- PYPLIn zone. The zone itself moved $87.20 → $94.40 when the model went v417 → v418; the cause is below.
Windows that opened or closed
- NKELeft your zone on 12 Aug at $36.33 (custom 30% margin); now 8% above it.
Model changes on your names
- PYPLv417 → v418. Years 1–2 growth 5.1% → 6.4% on “FY27 revenue growth six to seven per cent”. Blended value $109 → $118.
- NVDAUnchanged at v418 ahead of Wednesday's call; 22% growth is the threshold in the reverse DCF.
Your notes due
- CMCSAYou wrote on 3 Aug: “re-read the cable thesis if it enters the zone.” It did, on 26 Aug.
Next week
- WedNVDA Q2, after the close. FOMC decision at 14:00; the discount-rate refresh runs overnight.
- ThuNKE Q1, after the close. Inventory days is the number.
- Fri13F deadline window: Q2 institutional flow finalises.
Insiders bought two of your names this week; Plus sends these the day they are filed. Plans and prices.
Every model change names its version and the sentence in the filing or transcript that caused it. A note you wrote is quoted back when the thing it watched happens.
The letter goes out as an email with these same sections, from Oryn Alpha, every Monday morning.
The morning briefing, as sentDaily · Plus
From Oryn Alpha · Daily · half past sixa short read
- Macro
- CMCSA
- NVDA
- PYPL
- News
PlusThe daily briefing is on Plus: the same content as the Today screen, at half past six, portfolio-aware once a portfolio exists.See plans
Past letterspublic archive
24 Aug 2026One zone entered, two model changes, NVDA ahead.
17 Aug 2026A quiet week: no zone events, one insider cluster.
10 Aug 2026Three earnings, one dodged question, one moved zone.
changed since Friday
- ModelPYPL Model v417 → v418: blended value $109 → $118, score 87 → 91.“FY27 revenue growth six to seven per cent, up from four to five” — Q4 call, prepared remarks.
- ZoneCMCSA entered your value zone at $30.88.Price $27.01 against a zone that opens at $30.88, twenty per cent under our $38.60.
- SignalNVDA EVP and two directors bought $3.1M inside 48 hours.Three Form 4 filings, all discretionary, 9% of their holdings.
Weekly letter · Monday 31 Aug 20265 min read
Your week: two scores changed, one cluster, three earnings.
Zones in range
- CMCSAIn your zone since 26 Aug at $30.88; price $27.01, 30% under our value.
- PYPLIn zone. The zone itself moved $87.20 → $94.40 when the model went v417 → v418; the cause is below.
Windows that opened or closed
- NKELeft your zone on 12 Aug at $36.33 (custom 30% margin); now 8% above it.
Model changes on your names
- PYPLv417 → v418. Years 1–2 growth 5.1% → 6.4% on “FY27 revenue growth six to seven per cent”. Blended value $109 → $118.
- NVDAUnchanged at v418 ahead of Wednesday's call; 22% growth is the threshold in the reverse DCF.
Your notes due
- CMCSAYou wrote on 3 Aug: “re-read the cable thesis if it enters the zone.” It did, on 26 Aug.
Next week
- WedNVDA Q2, after the close. FOMC decision at 14:00; the discount-rate refresh runs overnight.
- ThuNKE Q1, after the close. Inventory days is the number.
- Fri13F deadline window: Q2 institutional flow finalises.
Every model change names its version and the sentence in the filing or transcript that caused it. A note you wrote is quoted back when the thing it watched happens.
The letter goes out as an email with these same sections, from Oryn Alpha, every Monday morning.
The morning briefing, as sentDaily · Plus
From Oryn Alpha · Daily · 06:30 · Wednesday 2 Sep 20262 min read
Daily briefing: a zone entered, an insider cluster, and Wednesday's call.
- MacroFOMC decision at 14:00; a hold is priced. Volatility elevated into Friday's payrolls.
- CMCSAEntered your value zone at $30.88 on 26 Aug. 30% under our $38.60.
- NVDAEVP and two directors bought $3.1M inside 48 hours, all discretionary. Q2 call after the close.
- PYPLModel v417 → v418 after the Q4 call: blended value $109 → $118. Your zone moved with it.
- NewsThree verified stories on your names, one unverified rumour filtered.
Past letterspublic archive
24 Aug 2026One zone entered, two model changes, NVDA ahead.
17 Aug 2026A quiet week: no zone events, one insider cluster.
10 Aug 2026Three earnings, one dodged question, one moved zone.
Design preview: illustrative figures throughout, invented and tied to no live run and no real company’s accounts. Analysis is not advice and nothing here is a recommendation to buy or sell any security.
Insider, fund and congressional disclosures are shown with the lag between transaction and filing, because that lag is part of what a row means. Valuations are model output under stated conventions, reproducible only from a run’s own recorded inputs, version and vintage.