Sentinel — Position Review (PM)

Thesis intact — no GPT-6 exists. OpenAI's Aug 1 event introduced a model named “Astra”, announced via ten solved open math problems: no release date, no pricing, no model card, no ChatGPT availability, and OpenAI has pointedly not branded it GPT-6 (felloai, Yotta Labs). The flagship remains GPT-5.6 per OpenAI's own August update notes. Exit anyway: the position marks 96¢ with 13 days of lockup left — past the ~7-day hold-to-settle window — and the one live tail (Astra shipping publicly branded “GPT-6 or greater”) was the original pick's own priced risk and sits exactly inside this window. 96¢ is executable against 408 contracts at top of book; that captures ~98% of max value.

Thesis intact — if anything stronger. As of Aug 18 Hegseth testified before a Senate panel requesting an additional $67B for the Iran war (TVG brief), briefed media at the Pentagon (whitehouse.gov), and campaigned at the Iowa State Fair for a GOP congressman (ms.now) — the opposite of departure posture. No reporting of Trump wavering or any successor process. Exit anyway: at 96.2¢ executable with 13 days to close, remaining upside is ~3.8¢ against the abrupt-firing tail the original pick itself called unpriceable. ~296 contracts of depth at top of book. Capital freed 13 days early.