GTA 6 delays pose a financial risk to Take-Two tied to $2.15B in capitalized development costs: watching (confidence 38)

Evidence provenance upgrade (Slice 28U.17, no verdict change). The seed evidence row srcobs_588d97d356884aadb4df334b is re-surfaced by Session 5 per-handle recall candidate xsc_9e371273f3a24f348ec18f2a under the resolved videotech/status URL; the source_observation and the matching evidence_chain entry URL are upgraded in place from the anonymized i/status form. This is the SAME post (status 2057799957936042320), an R1-recall provenance upgrade, not new corroboration. Verdict held at watching, confidence_score held at 38, band held at tier_3_unverified, conditions pristine. From watching to watching. Confidence 38.