{
  "artifact": "TBBTrade Vintages — sealed cohort list",
  "vintage_no": 1,
  "cohort": "July 2026",
  "sealed_at_utc": "2026-07-19",
  "corrected_utc": "2026-07-20",
  "correction": "Entry basis corrected from the close to the OPEN of 2026-07-20 to match the pre-launch design intent (a simulated $10k-per-name paper portfolio entered at the launch-day open and tracked live, Yahoo-portfolio style). The initial published artifact mis-stated the basis as the close. The sealed LIST OF NAMES is unchanged; the open of 2026-07-20 is still strictly after the 2026-07-19 seal, so the list still provably predates every price the record uses.",
  "seal_scope": "This file commits to the LIST: the ten names, their themes and theses, the benchmark, and the entry-basis convention. Entry prices did not exist at sealing time: they are defined as the official OPENING prices of 2026-07-20 (the first trading session after sealing) and are therefore set by the market, not by the publisher. Verify by hashing this file's exact bytes with SHA-256 and comparing to the seal shown on tbbtrade.com/vintages.",
  "entry_basis": "official open of 2026-07-20 per holding; benchmark identical",
  "sizing": "simulated $10,000 per name at entry (equal weight)",
  "benchmark": { "symbol": "SPY", "label": "S&P 500 (SPY)" },
  "marks": "1st of each month",
  "methodology": "Systematic within-theme ranking (frozen composite) plus a named human theme call; NBIS is a human-call addition outside the systematic pools, disclosed as such. Equal weight (simulated $10k per name). Forward record only — no backtests.",
  "holdings": [
    { "symbol": "LITE", "company": "Lumentum", "theme": "photonics", "thesis": "Lasers & optical transceivers — the picks-and-shovels of AI datacenter interconnect." },
    { "symbol": "FORM", "company": "FormFactor", "theme": "quantum", "thesis": "Probe cards that test every advanced chip, including HBM." },
    { "symbol": "JBL", "company": "Jabil", "theme": "glp1", "thesis": "GLP-1 auto-injector manufacturing plus AI server assembly." },
    { "symbol": "RKLB", "company": "Rocket Lab", "theme": "space", "thesis": "Launch and spacecraft systems; Neutron ramp." },
    { "symbol": "COHR", "company": "Coherent", "theme": "photonics", "thesis": "Optical components and datacom transceivers." },
    { "symbol": "NBIS", "company": "Nebius", "theme": "ai_infra", "thesis": "Neocloud GPU infrastructure; ~$50B contracted backlog; EBITDA-positive." },
    { "symbol": "VRT", "company": "Vertiv", "theme": "datacenter_power", "thesis": "Data-center power and cooling pure-play." },
    { "symbol": "TTMI", "company": "TTM Technologies", "theme": "space", "thesis": "Advanced PCBs for defense, space and AI computing." },
    { "symbol": "ANET", "company": "Arista", "theme": "cyber_hardware", "thesis": "AI and cloud networking switches." },
    { "symbol": "MOG-A", "company": "Moog", "theme": "space", "thesis": "Actuators and motion control for space and defense." }
  ],
  "disclaimer": "Not investment advice. Forward record only."
}