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  1. earnings-option-repricing earnings-option-repricing Public

    Jupyter Notebook 1

  2. alt-data-consumer-signals alt-data-consumer-signals Public

    Multi-pillar L/S equity research on DoorDash (DASH): alt-data signals → GOV surprise forecast → revenue / contribution-margin / EBITDA chain → CAR event study. Pre-registered Q1 2026 prediction.

    Jupyter Notebook 1