The Sheet

INTC Q2 2026 Earnings Call · 2026-07-23 · speaker: · as of 2026-07-16

"Live implied" and "Edge vs. market" are out of scope for this build: M2 renders from sheet.json only, and sheet.json never stores a Kalshi price (see CLAUDE.md). The rightmost numeric column below is |our estimate − base rate|, i.e. how far our judgment departs from the raw historical fraction -- not a market edge.

MarketTermSpeakerBase rate Our est.|est−base|Receipts
Mobileye 4/4n=4 1.00 0.00
4 receipt(s)
EventCountCite
2025-07-241source not publicly linkable
2025-10-232source not publicly linkable
2026-01-222source not publicly linkable
2026-04-231source not publicly linkable
Verify exact strike wording & event window on the market page before logging. Whisper-orthography risk: check "Mobile Eye" variant counts in the self-transcribed corpus (see header nuance flags).
Panther Lake (any of: 18A) 4/4n=4 1.00 0.00
4 receipt(s)
EventCountCite
2025-07-2426source not publicly linkable
2025-10-2322source not publicly linkable
2026-01-229source not publicly linkable
2026-04-2313source not publicly linkable
Verify exact strike wording & event window on the market page before logging. Strike is "Panther Lake / 18A" -- either counts toward this one strike's total. "18A" has a Whisper-orthography risk ("18-A"/ "18 A" would not match) -- see header nuance flags.
Foundry 4/4n=4 1.00 0.00
4 receipt(s)
EventCountCite
2025-07-2427source not publicly linkable
2025-10-2333source not publicly linkable
2026-01-2223source not publicly linkable
2026-04-2330source not publicly linkable
Verify exact strike wording & event window on the market page before logging. kalshi mode counts "foundries" (plural form) too.
Nvidia 4/4n=4 1.00 0.00
4 receipt(s)
EventCountCite
2025-07-244source not publicly linkable
2025-10-2311source not publicly linkable
2026-01-223source not publicly linkable
2026-04-232source not publicly linkable
Verify exact strike wording & event window on the market page before logging.
Security 4/4n=4 1.00 0.00
4 receipt(s)
EventCountCite
2025-07-242source not publicly linkable
2025-10-231source not publicly linkable
2026-01-221source not publicly linkable
2026-04-232source not publicly linkable
Verify exact strike wording & event window on the market page before logging.
Government 3/4n=4 0.75 0.00
3 receipt(s)
EventCountCite
2025-07-242source not publicly linkable
2025-10-235source not publicly linkable
2026-01-222source not publicly linkable
Verify exact strike wording & event window on the market page before logging. Likely high-frequency given the US government equity stake discussion -- but let the corpus speak, don't presume.
Ultra 3 (any of: Ultra Series 3) 3/4n=4 0.75 0.00
3 receipt(s)
EventCountCite
2025-10-233source not publicly linkable
2026-01-224source not publicly linkable
2026-04-231source not publicly linkable
Verify exact strike wording & event window on the market page before logging. Strike is "Ultra 3 / Ultra Series 3" -- either counts. Numbers-as-words gap: a spoken/transcribed "Ultra three" will NOT be counted by this engine -- check near-misses by hand (see header).
Arizona 3/4n=4 0.75 0.00
3 receipt(s)
EventCountCite
2025-07-243source not publicly linkable
2025-10-232source not publicly linkable
2026-01-221source not publicly linkable
Verify exact strike wording & event window on the market page before logging.
Apple 1/4n=4 0.25 0.00
1 receipt(s)
EventCountCite
2026-04-232source not publicly linkable
Verify exact strike wording & event window on the market page before logging.
Desktop 3/4n=4 0.75 0.00
3 receipt(s)
EventCountCite
2025-07-241source not publicly linkable
2025-10-231source not publicly linkable
2026-01-221source not publicly linkable
Verify exact strike wording & event window on the market page before logging. kalshi mode counts "desktops" too; "desktop" inside a hyphenated compound (e.g. "desktop-class") still starts its own token and counts.
Tariff 2/4n=4 0.50 0.00
2 receipt(s)
EventCountCite
2025-07-243source not publicly linkable
2026-01-221source not publicly linkable
Verify exact strike wording & event window on the market page before logging. kalshi mode counts "tariffs" too.
Client Computing 1/4n=4 0.25 0.00
1 receipt(s)
EventCountCite
2026-01-221source not publicly linkable
Verify exact strike wording & event window on the market page before logging. Two-word phrase -- both words must appear as a consecutive run; likely said via the segment name "Client Computing Group / CCG". Note "CCG" alone does NOT match this phrase -- if the market's rules count the acronym, add it as an explicit variant after reading rules_primary.
Siemens 0/4n=4 0.00 0.00
0 receipts

No corpus mentions found.

Verify exact strike wording & event window on the market page before logging.
Trump 1/4n=4 0.25 0.00
1 receipt(s)
EventCountCite
2025-10-232source not publicly linkable
Verify exact strike wording & event window on the market page before logging.
Dividend 0/4n=4 0.00 0.00
0 receipts

No corpus mentions found.

Verify exact strike wording & event window on the market page before logging. This was the last visible row in the captured strike list, which was cut off here -- check the live market page for additional strikes below it. kalshi mode counts "dividends" too.

Boom Words

None yet.

Dead Words

None yet.

Locks

None yet.