Daily Issue
Vol. I — No. 4
29 · 04
Wednesday, 29 April 2026
Generated 2026-04-29 11:18
google/gemini-2.5-flash-lite-preview-09-2025
我们,在路上,勿忘初心。找寻最初的梦想和微弱的希望。 — 根号菌SAMA 50 items · 4 sections
§ 0

The Morning

Local weather 1
This morning in
London
Clear sky
Today's range
17.3°8.7°
currently 16.5°
Feels
11.9°
Rain
0%
Wind
25 km/h
Humid
32%
Rise
05:35
Set
20:20
§ I

US Stocks

Pre-market signal radar 12
US pre-market radar
premarket 2026-04-29
2 Bullish
0 Bearish
10 Neutral
Sector Tape
Foundry 2 names
71 Top: INTC · Bullish · RS +12.1% Bullish 1 / Bearish 0 / 5d +17.1%
Energy Infrastructure 1 names
66 Top: VST · Neutral · RS +0.9% Bullish 0 / Bearish 0 / 5d +4.0%
Manufacturing 4 names
64 Top: SANM · Neutral · RS -0.8% Bullish 1 / Bearish 0 / 5d +1.9%
Servers and Thermal Management 2 names
64 Top: VRT · Neutral · RS -6.6% Bullish 0 / Bearish 0 / 5d -2.7%
Networking Equipment 4 names
62 Top: CRDO · Neutral · RS -8.5% Bullish 0 / Bearish 0 / 5d -6.4%
Battery and Energy Storage 3 names
61 Top: EOSE · Neutral · RS -5.2% Bullish 0 / Bearish 0 / 5d -2.6%
Hyperscale Cloud 4 names
60 Top: AMZN · Neutral · RS -0.2% Bullish 0 / Bearish 0 / 5d +0.5%
Compute Mining 4 names
56 Top: WULF · Neutral · RS +0.3% Bullish 0 / Bearish 0 / 5d -1.6%
Ticker Setup Move Score Evidence Quality
SANM Sanmina Manufacturing
Bullish Gap up + news Medium confidence
+1.6% $218.97 5d +23.8%
70 sector positive RS +21.1%

Bullish setup from +1.6% vs previous close, positive sector tape, 3 recent headline(s).

SANM - Sanmina Corp Stock Price and Quote - Finviz Weakens if price fades below previous close or sector benchmarks roll over.
quote: delayed fallback news: fresh financials: fresh news: 3
TSM Taiwan Semiconductor Foundry
Neutral Sector tailwind Medium confidence
+0.4% $393.99 5d +6.6%
69 sector positive RS +1.6%

Watchlist item from positive sector tape, 3 recent headline(s).

What's Going On With Taiwan Semiconductor Stock Tuesday? - Benzinga Needs fresh price/news confirmation before becoming an actionable setup.
quote: delayed fallback news: fresh financials: fresh news: 3
DELL Dell Technologies Servers and Thermal Management
Neutral Sector tailwind Low confidence
-0.3% $205.28 5d -3.0%
63 sector positive RS -6.9%

Watchlist item from positive sector tape, 3 recent headline(s).

Five-Year Tally: Dell Technologies Stock Delivers $22 Bil Gain - Trefis Needs fresh price/news confirmation before becoming an actionable setup.
quote: delayed fallback news: fresh financials: fresh news: 3
quotes: nasdaq 24 24/24news: google_news_rss 24 24/24filings: sec 24 24/24, fallback 24

Generated from public market data and news for research and education. Not financial advice; data may be delayed, incomplete, or wrong.

§ II

From the arXiv

arXiv preprints 10 of 20
cs.AIarxiv:2604.25849v1Lead article

ADEMA: A Knowledge-State Orchestration Architecture for Long-Horizon Knowledge Synthesis with LLMAgents

Zhou Hanlin, Chan Huah Yong

DEMA is a knowledge-state orchestration architecture designed to overcome failures in long-horizon LLM tasks by explicitly managing the evolving knowledge state. Its core method integrates features like epistemic bookkeeping, dual-evaluator governance, and checkpoint-resumable persistence to maintain a coherent evidence chain across many steps. The contribution is a robust framework for reliable, long-horizon knowledge synthesis, demonstrated through a comprehensive showcase and benchmark repair.

Conditional misalignment across interventions. Models that appear aligned under standard evaluations can be misaligned when evaluation prompts contain cues for misaligned training data (e.g., insecure code). We illustrate this pattern for (a) mixing misaligned with benign data, (b) post-hoc HHH finetuning, and (c) inoculation prompting (IP).
Conditional misalignment across interventions. Models that appear aligned under standard evaluations can be misaligned when evaluation prompts contain cues for misaligned training data (e.g., insecure…
cs.AIarxiv:2604.25891v1

Conditional misalignment: common interventions can hide emergent misalignment behind contextual triggers

Jan Dubiński, Jan Betley et al.

This paper investigates "conditional misalignment," where standard interventions designed to reduce emergent misalignment (EM) only mask the problem. While these methods eliminate EM on existing evaluations, the misaligned behavior reappears when test prompts …

cs.AIarxiv:2604.25847v1

From Soliloquy to Agora: Memory-Enhanced LLM Agents with Decentralized Debate for Optimization Modeling

Jianghao Lin, Zi Ling et al.

The paper introduces **Agora-Opt**, a modular LLM agent framework designed to reliably solve optimization modeling problems from natural language. It achieves this by employing **decentralized debate** among independent agent teams, whose solutions are reconci…

The illustration of three limitations in most existing methods: (a) base–LLM lock–in of training–centric approaches, (b) non–trainable problem of agentic methods, and (c) single–model myopia; alongside their paired design principles in our framework for LLM–based optimization modeling: an agentic foundation for easy backbone upgrades, a read–write agentic memory design, and decentralized agentic debate.
The illustration of three limitations in most existing methods: (a) base–LLM lock–in of training–centric approaches, (b) non–trainable problem of agentic methods, and (c) single–model myopia; alongsid…
cs.AIarxiv:2604.25639v1

Large language models eroding science understanding: an experimental study

Harry Collins, Hartmut Grote et al.

This study experimentally demonstrates that large language models (LLMs) can be easily manipulated to prioritize fringe scientific claims over established consensus. By modifying LLMs to favor specific non-mainstream papers, the authors generated fluent, convi…

cs.AIarxiv:2604.25917v1

Recursive Multi-Agent Systems

Xiyuan Yang, Jiaru Zou et al.

This paper introduces **RecursiveMAS**, a novel framework that extends the recursive refinement principle from single language models to **multi-agent systems** to scale agent collaboration. It casts the system as a unified recursive computation, connecting he…

Performance Landscape of RecursiveMAS across Training/Inference Recursion Depths (Top): The lightweight RecursiveMAS with sub-1.5B agents shows a clean scaling trend as recursion deepens. Generalization across Common Collaboration Patterns (Bottom): The Scaled RecursiveMAS with stronger LLM agents (5-10B) seamlessly adapts to diverse multi-agent system structures.
Performance Landscape of RecursiveMAS across Training/Inference Recursion Depths (Top): The lightweight RecursiveMAS with sub-1.5B agents shows a clean scaling trend as recursion deepens. Generalizati…
№06
cs.AI
9

Think Before You Act -- A Neurocognitive Governance Model for Autonomous AI Agents

Eranga Bandara, Ross Gore et al.

This paper introduces a **Neurocognitive Governance Model** that addresses the governance gap in autonomous AI by internalizing safety principles, mirroring human self-governance. …

№07
cs.AI
9

Three Models of RLHF Annotation: Extension, Evidence, and Authority

Steve Coyne

This paper analyzes the normative role of human judgments in RLHF by distinguishing three conceptual models: **extension** (annotators reflect designer intent), **evidence** (annot…

№08
cs.LG
9

Carbon-Taxed Transformers: A Green Compression Pipeline for Overgrown Language Models

Ajmain Inqiad Alam, Palash Roy et al.

The paper introduces **Carbon-Taxed Transformers (CTT)**, a systematic compression pipeline for Large Language Models inspired by economic carbon taxation principles. CTT operation…

№09
cs.AI
8

CORAL: Adaptive Retrieval Loop for Culturally-Aligned Multilingual RAG

Nayeon Lee, Jiwoo Song et al.

CORAL introduces an adaptive retrieval loop for multilingual RAG (mRAG) to address cultural misalignment in fixed retrieval spaces. It iteratively refines both the retrieval corpus…

№10
cs.AI
8

Cross-Lingual Jailbreak Detection via Semantic Codebooks

Shirin Alanova, Bogdan Minko et al.

This paper introduces a training-free, external guardrail for detecting cross-lingual jailbreaks by comparing multilingual user queries against a fixed English codebook of known ma…

§ III

The Town Square

Hacker News 9
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