Brief — Jul 30, 2026

Market pulse · 7D

Leaders and laggards

close Jul 30, 2026

756 advancing 282 declining 64.4% above the 200-day Color is 7-day price direction, not a buy or sell call.

Leaders

top 7D gainers

SOI.PA+36.0%FIVN+27.2%LCID+25.9%KNSA+24.0%WDAY+23.6%SAP+23.6%

Laggards

top 7D losers

NAUT-41.8%INVZ-32.3%SEI-31.1%SOXL-27.2%MXL-26.6%ENTL-26.3%

1. The Read

The forced seller got a name today, and the tape turned on the news. Citadel bought the bulk of Situational Awareness's public book, per the Wall Street Journal — Millennium underbid, the price went undisclosed, and the fund kept its Anthropic stake and roughly $10 billion in remaining assets. The moment the biggest forced seller in the AI complex was confirmed done, the names it had been dumping printed their biggest up-day of the entire five-week rout: SanDisk +26%, Nebius +27%, CoreWeave +22%, Micron +18%, SK Hynix's US line +18%, and the Korea ETF +12% as Seoul's margin cascade unwound. Adobe — the squeezed short leg — gave back 6% the same session. Both sides of the crowded barbell reversing together the day the forced flow ended is liquidation mechanics confirming itself. It is also exactly one green bar after a 40% drawdown: a bounce, not a base, and the entry discipline on these names doesn't change on day one.

The rest of the tape agreed the stress is easing: SPY +1.7%, QQQ +3.3%, volatility down hard enough that the desk's risk gauges stepped back to normal, and the defensive gold-over-silver posture unwound. Microsoft was the day's other headline — +15.5% to $451 on a beat-across-every-line quarter, which pushed it through the $442 entry trigger on the standing turn-screens call — now the name with the most signals lined up behind it of any open call — while Meta went the other way, breaking through the $563 invalidation floor at $539 after its revenue-beat, profit-miss print. One call entered its zone, one call died, both on earnings, both recorded. On the wider board the discipline read stays boring on purpose: the real breakouts are at highs, not in the wreckage — Snowflake, Coca-Cola, and Cloudflare pressing 52-week highs, CME pulling back toward its zone — and the quantum small-cap basket stays vetoed as lottery paper.

After tonight's close the week's two biggest prints landed: Amazon beat enormously on the quarter ($5.75 EPS against a $1.81 estimate, revenue $200.6B) but guided third-quarter revenue below consensus, and Apple slid about 6% in late trading on a soft forecast despite strong iPhone demand — after-hours indications, not settled prices, and tomorrow's open gets the real vote.

Watch Friday: whether the memory-cohort bounce holds its gap or gives it back — follow-through is the difference between seller-exhaustion and a one-bar wonder — plus the open's verdict on Apple and Amazon, and next Wednesday's SanDisk and Western Digital prints as the first earnings test of the post-unwind tape.

2. What Changed Since the Last Brief

Screen CROSSINGS between the previous brief's close ( Jul 29, 2026 ) and this one — a name appears only on the session it crossed, not for as long as it stays there. Every name carries its before → after.

New oversold (2) — ALNY RSI 50.3 → 23.4, 298040.KS RSI 30.2 → 28.7.

New overbought (14) — CORT RSI 57.2 → 76.6, BAX RSI 69.1 → 75.9, REGN RSI 65.5 → 74.6, SNOW RSI 68.2 → 74.4, GKOS RSI 69.8 → 74.3, MA RSI 67.6 → 72.4, NEOG RSI 47.6 → 72.4, FIVE RSI 64.7 → 71.9, MSFT RSI 49.8 → 71.9, BFH RSI 65.4 → 71.1, CLMT RSI 66.3 → 70.8, DK RSI 66.7 → 70.8, NERD RSI 68.3 → 70.4, CLBK RSI 69.6 → 70.3.

Golden crossings (3) — A -0.05% → 0.35%, CRTO -0.36% → 0.15%, HIMS -0.29% → 0.49%.

Death crossings (3) — ERO 0.04% → -0.04%, KARS 0.22% → -0.12%, SNPS 0.14% → -0.35%.

New monsters (22) — DELL 75.2% → 90.7%, HPE 53% → 61.7%, VSAT 35.5% → 49.2%, EXTR 43.4% → 46.9%, CRWD 35.9% → 40%, MOG-A 29% → 38.2%, BAX 26.9% → 36.9%, NBTX 27.6% → 35%, DHC 33.3% → 34%, CVE 28.8% → 33.9%, NEOG 9.1% → 33.4%, NET 27.1% → 33%, CMBT 28.5% → 31.6%, CALY 29.9% → 31.5%, CNK 27% → 31.3%, DGII 26.5% → 31.2%, +6 more.

Newly near a 52-week high (38) — CHEF -5.82% → -0.12% from high, NEOG -17.76% → -0.26% from high, ORKA -9.93% → -0.59% from high, TXG -6.42% → -0.82% from high, BTSG -5.94% → -1.18% from high, RVMD -7.01% → -1.23% from high, DK -5.81% → -1.76% from high, NEO -5.16% → -1.79% from high, NET -7.09% → -2.62% from high, VLO -5.91% → -2.66% from high, AAMI -5.72% → -2.87% from high, E -6.17% → -3.12% from high, CLMT -6.19% → -3.21% from high, PTGX -7.18% → -3.25% from high, ELVN -5.05% → -3.3% from high, MA -5.81% → -3.46% from high, +22 more.

Newly in an entry zone (3) — COST $954.17 · $920-$960, GEV $981.98 · $960-$1010, SOFI $16.47 · $16-$17.

3. Focus List

The board splits three ways tonight: a handful of real uptrends that have nothing to do with the AI complex (AAPL, NET, ARGX, ILMN, with NTR trending up quietly behind them), a memory cohort that just printed its bounce inside intact damage, and the quantum basket, still vetoed. One overbought name on the whole list, and it earned it with a quarter.

SparkTake

MSFT Reported 07-29 · captured $451.10 72 +14.7% +18.2% +20.9% up The print did in one session what the setup wanted a base to do: +15.5% to $451, through the $442 reclaim line, on a beat across every line. RSI 72 on day one is an event, not an entry — and one gap doesn't repair the death cross still sitting under the chart. Let it hold the line for more than a day.

TSLA $308.85 31 -16.1% -3.4% -26.6% strong-down The list's structural loser: collapse regime, RSI 31, −27% on the month while the rest of mega-cap traded earnings. The death cross the April 10 issue confirmed has aged into something worse; nothing tonight touched it.

NVDA $195.04 43 -3.9% -6.6% -2.5% weak-down Still the shallowest damage in the complex (−2.5% on the month against an ETF down double digits), but sitting under both its 20- and 50-day. The repair signal for the whole complex is the general reclaiming the 50-day (~$207), and it hasn't fired.

AAPL Reported 07-30 · captured $333.43 62 +2.8% +3.7% +15.2% strong-up The month's quiet winner: +15%, strong-up, the cleanest big-cap chart on the list — then a soft forecast took back 6% after hours. After-hours is an indication, not a price; tomorrow's open votes.

GOOGL $333.66 42 -4.2% +5.0% -6.6% weak-down The July 22 capex read keeps extending: cloud accelerated and the stock got sold on the spend guide anyway. Pullback at RSI 42, below both short averages — the rotation bellwether is still telling everyone this market prices capex, not growth.

AMZN Reported 07-30 · captured $235.50 44 -2.9% +0.8% -1.2% weak-down Flat into the print (RSI 44, pullback), then an enormous beat after hours — $5.75 against a $1.81 estimate — with a below-consensus revenue guide stapled to it. Same test as Alphabet: does the open pay for growth, or charge for capex?

NET Reported 07-30 · captured $283.39 65 +5.5% +8.0% +15.5% strong-up From the April issue's SaaS-capitulation exhibit to pressing a 52-week high in fifteen weeks. Strong-up at RSI 65 inside the Cloud SaaS inflow — extended enough that holding is the job, not adding.

ARM Reported 07-29 · captured $241.54 38 -14.3% -14.7% -31.9% weak-down A record print (revenue $1.49B, data-center royalties doubled) into a −32% month, and a +7% day still leaves it at $242, well under the pre-registered $270 recovery line. Reclaim and hold that line, or the derate is regime, not scare.

NTR $70.72 64 +5.0% +3.2% +12.3% strong-up The list's stealth strength: +12.3% on the month, RSI 64, strong-up, and it did it without a single headline. Quiet accumulation shapes like this are what the loud half of the board wishes it had.

MU $874.66 47 -4.9% -11.7% -24.2% weak-down +18% on reversal day and still −24% on the month; both facts are the point. Friday's reversal-bar rule does the thinking — above $904 confirms, below $804 voids — and tonight's $875 close sits in between: no opinion required yet. The cycle case (HBM booked through 2027) didn't change; the tape just stopped disagreeing for a day.

SNDK $1279.96 42 -16.7% -20.5% -43.7% weak-down Down 44% on the month and up 26% on the day, simultaneously — the whole five-week unwind in one row. Next Wednesday's print is the first evidence on whether the +69% NAND margin was a baseline or the peak.

OUST $35.53 45 -10.3% -5.7% -43.2% weak-down A +14% bounce day inside a −43% month, still under its 20- and 50-day. Beta to the physical-AI unwind, not yet a setup.

IONQ $35.77 40 -7.2% +5.0% -32.8% down The basket's most liquid name and still a collapse regime, −33% on the month. The quantum veto isn't a judgment on the physics; it's the tape saying lottery paper.

RGTI $14.86 44 -4.1% +0.1% -23.1% strong-down Strong-down, flat week, −23% month. Vetoed with the basket.

QBTS $16.21 38 -12.9% -5.2% -32.4% strong-down Same shape, deeper: −32% on the month. Vetoed.

QUBT $8.02 46 -2.1% +2.0% -17.3% strong-down A +2% week changes nothing inside a −17% month and a strong-down trend. Vetoed.

INFQ $9.98 45 -2.8% +3.0% -25.1% neutral Too young to trend-read and −25% on the month; no basis for a take yet, which is itself the take.

XNDU $11.02 46 +2.1% +2.5% -9.0% neutral Also too young; −9% is the basket's shallowest damage, and there's still no structure to read.

HQ $12.56 37 -32.9% -8.6% -54.8% neutral Too young and −55% on the month, the basket's worst row. Untouchable.

ARQQ $17.71 47 -4.4% -3.5% -40.4% strong-down Strong-down, −40.4% on the month. Vetoed.

LAES $2.36 36 -10.2% -8.2% -25.1% strong-down Strong-down, −25% on the month, RSI 36. Vetoed.

PL $20.22 31 -16.6% -9.6% -39.0% down RSI 31, −39% on the month, and tonight's $20.22 close sits under the $21 floor the standing call named as its invalidation — the watch is flagged, and "untouchable while the knife falls" remains the whole take.

ARGX $872.58 49 -1.6% -5.6% -6.0% strong-up A −6% pullback week that landed exactly on its 50-day, with the uptrend intact underneath. Damage would look different; this looks like a rest.

ILMN Reported 07-30 · captured $205.09 68 +7.0% +4.2% +16.6% strong-up +16.6% on the month at RSI 68, strong-up. Extended enough that the next look wants a flag, not a chase.

4. Sector Scorecard

Twenty-four lanes in inflow, twenty-nine in outflow, four emerging — and on reversal day nearly everything below the line bounced without changing which side of the line it lives on. Assessments below for the lanes that moved the story; the metrics carry the rest.

FundsAssessment

China Tech 44–76 inflow +16.3% KWEB FXI The board's top inflow (+16 RS) with zero strong-up names inside it: money arriving before trend confirms. The ETFs carry the flow for now.

Trace Iran War Second And Third Orde n/a inflow +14.5% — —

Cloud SAAS 50–74 inflow +13.2% WCLD CLOU SKYY The refuge Monday's flagship named, now confirmed: 44% of the lane strong-up, Snowflake crossed into overbought, Workday +37% against its AI basket. And the leader already cooled — OKTA from RSI 78 to 55 while holding its 50-day, the orderly pullback the pass asked for.

Government Compute 43–61 inflow +11.0% — —

Volume Setups 40–63 inflow +10.2% USO —

Lazarus 40–74 inflow +9.6% — —

Canadian OG 45–61 inflow +9.2% — —

Trace Glp1 Manufacturing 36–70 inflow +9.0% — —

Livestock Disease 35–75 inflow +8.9% — —

Alt Managers 43–63 inflow +8.4% — —

Cloud ETFS 55–63 inflow +8.3% WCLD IGV CLOU —

Financials 36–72 inflow +8.1% — Monday's new leadership, still extending (+8 RS). Nothing tonight challenged it.

Crypto 35–57 inflow +7.9% IBIT GBTC A quiet +8 RS inflow while the AI complex healed. Nothing loud — which, for this lane, is the notable part.

Consumer Staples 43–66 inflow +7.7% — —

Geopolitical 33–70 inflow +7.6% USO GLD SLV —

Consumer 40–74 inflow +7.6% — —

Food Security 32–64 inflow +7.6% — —

Healthcare 40–70 inflow +7.0% — —

Retail 42–69 inflow +6.6% — —

Cultural Thesis 31–66 inflow +5.8% — —

Faang 32–62 inflow +5.4% — —

Web Cloud 43–74 inflow +5.3% SKYY —

Bargain Bin 31–72 inflow +4.6% — —

Defensive 43–64 inflow +4.2% — —

Travel Leisure 43–65 inflow +4.2% JETS Same emerging signature as the airlines, with two-thirds of the lane participating. Young enough that the first red week is the test.

Chemicals 42–58 inflow +4.1% — —

Biotech Capital Cycle 21–76 inflow +3.5% XBI Alnylam's −28% print day is single-name earnings risk, not a lane story. An RSI range of 21–76 means the lane holds capitulation and euphoria at the same time.

Trace Lng Liquefaction Shipping And n/a inflow +3.3% — —

Tech 32–72 neutral +1.9% XLK —

Macro Commodities 36–72 neutral +1.8% USO GLD SLV —

Biotech 23–75 neutral +1.6% XBI LABU —

Cybersec 41–65 neutral +1.3% — —

Tech Insider Buys 31–74 neutral +1.2% — —

Escalation 35–69 neutral +0.8% — —

Defense Contractors 36–70 neutral -0.2% — —

War Sensitivity 36–72 neutral -0.8% COPX JETS USO —

Copper 47–58 neutral -1.0% COPX —

Mag7 31–72 neutral -1.5% MAGS The two-way print night in one lane: Microsoft through its reclaim line on the quarter, Meta through its $563 floor on the same kind of report. The neutral RS number hides a live divergence.

Peptide Economy 34–67 neutral -1.7% — —

Watchlist n/a outflow -2.6% — —

IBB 23–75 outflow -4.2% — —

Biotech 35–70 outflow -4.2% XBI —

ETF Ideas 25–72 outflow -4.5% QQQM QQQ VOO —

Watching 36–66 outflow -6.9% — —

AI 26–74 outflow -7.7% SMH BOTZ ROBO —

Ark 39–52 outflow -9.4% ARKK ARKW ARKG —

Airlines 45–56 outflow -9.9% JETS Still net-outflow on the trailing month (−10 RS), but the acceleration screen has the lane turning first, with 83% of its names trending up. The front-run watch, one week old.

Drone Defense 22–70 outflow -10.6% — —

AI Infra 38–52 outflow -12.4% SMH —

Energy 36–62 outflow -13.2% — —

EV Clean Energy 31–66 outflow -13.3% LIT TAN ICLN —

AI Infrastructure 26–61 outflow -13.8% SMH —

Nuclear Fuel Cycle 38–54 outflow -14.7% URA CCJ washed out at RSI 30 last week; tonight's $88 close keeps the $84 shelf intact. The lane sits at −15 RS: thesis intact, tape not yet.

Robotics 23–68 outflow -14.9% BOTZ ROBO —

Nearline Storage 35–52 outflow -18.5% DISK The cleanest fundamental story on the board (nearline margins compounding at both Seagate and Western Digital) trading at −18 RS. Thesis ahead of tape — which is where watchlist entries come from.

Humanoid Robotics 35–58 outflow -19.1% BOTZ —

Spacex S1 Supply Chain 25–56 outflow -21.1% ARKX —

Semis 31–51 outflow -22.3% SMH SOXX The squeeze cut both ways: the double-inverse fund fell 26% on the bounce, which is what a crowded short side looks like unwinding. Still deep outflow; the complex repair signal remains NVDA's 50-day.

Grid Buildout 29–55 outflow -22.3% — —

Supply Chain Traces 34–55 outflow -28.8% — —

AI Power 25–75 outflow -29.6% WGMI The unwind's most-levered lane bounced hardest — IREN +30%, CIFR +28% — and still sits at −30 RS. That's beta, not thesis.

Quantum Computing 36–47 outflow -30.1% CQTM QTUM WQTM −30 RS and the veto unchanged. Nothing to re-litigate on a bounce day.

CPU Shortage Supply Chain 34–47 outflow -32.4% SMH —

Optical Supply Chain 22–54 outflow -33.4% LAZR Among the deepest outflows on the board (−33 RS), and tonight's bounce barely reached it. Tracked photonics coverage argues the physical buildout hasn't stopped; the tape doesn't agree yet.

Memory 36–50 outflow -33.7% DRAM DISK The reversal-day lane: the biggest one-day repair of the rout, on the day the forced seller got a name — and still −34% RS on the month. One green bar after a 40% drawdown is a bounce; Friday's follow-through and next week's prints decide whether it becomes a base.

Space 31–52 outflow -34.1% ARKX —

WFE Test Metrology 34–51 outflow -37.9% — Worst RS on the board (−38) while its companies beat: Lam beat on both lines and Teradyne gapped higher on its report. Prints better than the tape is how bottoms start; this one hasn't started.

The desk's assessments cover 16 of 68 lanes.

5. The Wild & Whacky

SOXS fell 26.3% in one day — on the tape's best session in five weeks, the biggest casualty was the bet against it. The double-inverse semis fund is still up 66% on the month; both halves of that sentence are true at once.
Samsung printed an operating profit up 1,814% year over year — ₩89.5 trillion, roughly $62 billion, an eighteen-fold surge. Numbers that size usually belong to sovereigns.
SNDK was down 44% on the month and up 26% on the day simultaneously — the entire five-week unwind compressed into a single focus-board row.
CROX topped the convergence board, then fell 7.4% two sessions later. Four scans, four bullish reads as of Monday — the most-agreed-on chart in the universe. The April 10 issue crowned the ugly-shoe brand "peak absurdity"; it keeps earning the title in both directions.
ALNY went from neutral to deep oversold in one session — RSI 50.3 → 23.4 on a −28% earnings day. The crossings board usually records drifts; that one is a cliff.
TEVA jumped 9.6% on 3.5× average volume in the quietest corner of the geopolitical complex — the Iran second-order lane's sleepiest name suddenly wasn't.
GEV rose 9% straight into its $960–$1,010 entry zone while the standing call still wants a 20-day reclaim it hasn't produced. The tape offered the zone and withheld the signal in the same bar.
VRT filed its 10-Q and fell 17.3% on 4.4× volume — in a week when everything else fell on positioning, the one name that fell on disclosure. The filing is worth the read.

6. What I'd Tell a Friend

The forced seller has a name now, and that matters — a confirmed end to forced supply is real information. But the removal of a seller is not the arrival of buyers, and one green bar after a 40% drawdown is a bounce until the follow-through says otherwise. The discipline tonight is the same as yesterday: entries live at levels, not in relief.

STX at $852 — closed above the $809 line the reversal-watch named, the only accumulation-shaped tape in the complex before the squeeze even started, and flagged in-zone on the desk-call ledger. The cleanest un-hyped story here: nearline margins compounding four straight quarters.
MU at $875 — the reversal-bar rule does the thinking: above $904 confirms, below $804 voids, and in between requires nothing from you. The cycle case is unchanged.
NBIS at $188 — a +27% day that still left it under the $217 reclaim line the buy call named. The reclaim is the entry; the gap is just the crowd.
MSFT at $451 — through its $442 trigger by way of a +15% earnings gap. The call wanted a base at the line, not a leap over it; a few sessions holding above $442 turns the gap into the base.
The lanes over the names — Cloud SaaS and financials are the confirmed rotation, travel and airlines the emerging one, and the leaders inside them keep proving that pullbacks beat chases: OKTA cooled 23 RSI points and held its 50-day while nobody was watching.

Watch one thing Friday: whether memory holds the gap. Follow-through turns seller-exhaustion into the start of a base; a give-back files today under one-bar wonders. The Apple and Amazon opens are the same referendum in mega-cap form — after-hours moves are opinions; opens are votes.

7. The Front Page

Monster Watch · 168 of 1052 tracked names

MAAS+128% vs 200d TXG+113% vs 200d DFTX+112% vs 200d ORKA+101% vs 200d LQDA+95% vs 200d CORT+92% vs 200d MBX+92% vs 200d DELL+91% vs 200d BFLY+89% vs 200d CHRN+83% vs 200d

Sector Rotation Radar · 68 themes

Flow means 30-day relative strength versus SPY, not dollars moving: Inflow beat SPY by more than 2 points, Outflow trailed by more than 2, and Neutral stayed inside that band.

China Tech Inflow +14.0% 30D Chinese internet and platform leaders with broad mainland, Hong Kong, and technology ETF exposure. Trace Iran War Second And Third Orde Inflow +12.2% 30D Cloud SAAS Inflow +10.9% 30D Cloud/SaaS survivors - AI monetization plays. Profitable leaders + high-growth candidates. Government Compute Inflow +8.7% 30D Federal IT and mission-software contractors spanning data platforms, consulting, cybersecurity, and defense intelligence. Volume Setups Inflow +7.8% 30D Stocks in established uptrends that remain near a volume shelf and are showing constructive participation. Refreshed on demand and merged across runs. Lazarus Inflow +7.3% 30D Fallen-quality WATCH list (NOT buys): former leaders down 40-80% held in quarantine until they prove a trend reversal — the 'Lazarus signal' (pop -> flag -> breakout / life pouring in). Entry only on confirmation, never… Canadian OG Inflow +6.9% 30D Canadian oil & gas — ATH (Athabasca), TVE (Tamarack Valley), WCP (Whitecap), BTE (Baytex), GTE (Gran Tierra). Theo Loveday picks. EWC (Canada ETF) and XLE (Energy sector) as benchmarks. NNRG (Ninepoint Energy Fund, Eric… Trace Glp1 Manufacturing Inflow +6.7% 30D GLP-1 / peptide manufacturing supply chain — from research-trace blind test (2026-04-12) + research-picks refresh (2026-05-05). HPLC purification (WAT 3/3 unanimous), chromatography resins (DHR/Cytiva 3/3), injectable… Livestock Disease Inflow +6.6% 30D Livestock-disease / beef supply-shock — single consolidated watchlist + alert hub for the New World Screwworm → cattle-supply thesis (first US case 2026-06-03; US herd 75-yr low; record beef). ROLES: (A) Animal-health… Alt Managers Inflow +6.1% 30D Publicly-traded alternative asset managers — fee-related-earnings cohort plus the Brookfield parent. Brookfield axis: BAM (Brookfield Asset Management — fee-light spinout, ~$540B FBE AUM, FRE-growth thesis), BN… Cloud ETFS Inflow +5.9% 30D Cloud ETFs - contrarian SaaS thesis. AI accelerates SaaS, survivors will consolidate. Financials Inflow +5.8% 30D Financials - Banks/Investment firms (JPM, BAC, GS, MS, BLK), brokers (SCHW, HOOD), insurance (AMP, PGR, MET, BDN), fintech (FIS, FISV), card-network (COF — absorbed Discover/DFS via 2025 acquisition), exchanges (CME),… Crypto Inflow +5.6% 30D Crypto: BTC, ETH, SOL, major alts (via yfinance -USD tickers), spot ETFs (IBIT, GBTC, ETHE, BITO), crypto equities (MSTR, COIN, miners), crypto ETF (BITQ) Consumer Staples Inflow +5.3% 30D Consumer staples - Johnson & Johnson, Procter & Gamble, Coca-Cola, PepsiCo, Colgate, Clorox, Mondelez, General Mills. Recession-proof dividend plays. BALL = Ball Corp aluminum packaging (KO/PEP customer supply-chain… Geopolitical Inflow +5.3% 30D Geopolitical risk watchlist - defense contractors (LMT/RTX/NOC/GD/LHX/BA), oil producers (XOM/CVX/OXY/COP/SLB/HAL/DVN/EOG — XOM absorbed PXD/Pioneer via 2024 acquisition), energy ETFs (USO/UNG/XLE/OIH/XOP), safe havens… Consumer Inflow +5.3% 30D Consumer brands - ETFs (XLY consumer discretionary). Athleisure (AS, LULU, NKE, DECK, CROX), food/beverage (SBUX, CMG, DPZ), health/wellness (HIMS), payments (PYPL, XYZ — Block Inc, ticker renamed from SQ in 2025),… Food Security Inflow +5.3% 30D Food security — geopolitical energy shock cascade play. Fertilizer (NTR Nutrien, MOS Mosaic, CF Industries), farm equipment (DE Deere), grain trading (ADM Archer-Daniels-Midland, BG Bunge Global — added 2026-05-10, $24B… Healthcare Inflow +4.7% 30D Healthcare/Pharma/Medical Devices - Medical devices (SYK, ISRG, MDT, DXCM, ABT), pharma (PFE, MRK, LLY, GILD, AMGN, BIIB, VRTX, MRNA), healthcare services (JNJ, UNH, CVS), lab/diagnostics (TMO), life sciences software… Healthcare Inflow +4.7% 30D Healthcare/Pharma/Medical Devices - Medical devices (SYK, ISRG, MDT, DXCM, ABT), pharma (PFE, MRK, LLY, GILD, AMGN, BIIB, VRTX, MRNA), healthcare services (JNJ, UNH, CVS), lab/diagnostics (TMO), life sciences software… Retail Inflow +4.3% 30D Retail/Consumer - ETFs (XRT retail). Home Improvement (HD, LOW), E-commerce (SHOP), Athletic/Apparel (AS, LULU, NKE, DECK, CROX, ANF), Food/Beverage (SBUX, MCD, CMG, DPZ, YUM), General Retail (COST, WMT, TGT, TJX) Cultural Thesis Inflow +3.5% 30D Cultural thesis watchlist — stocks driven by consumer behavior shifts, social arbitrage signals, and cultural cascades. HIMS = telehealth / GLP-1 cultural arbitrage (replaced BRBR as the protein-economy vehicle… Faang Inflow +3.1% 30D FAANG - Facebook (Meta), Apple, Amazon, Netflix, Google Web Cloud Inflow +3.0% 30D Web/Cloud Infrastructure - Edge computing, CDN, databases, data platforms, observability Bargain Bin Inflow +2.3% 30D Bargain Bin - Great companies at bad prices. 70 quality mega/large-caps filtered for oversold conditions (RSI < 30, below SMA). The scan finds which ones are currently on sale. Sectors: big tech, SaaS, healthcare,… Defensive Inflow +1.9% 30D Defensive/Value - ETFs (XLP consumer staples, XLU utilities). Telecom (T, VZ), consumer staples (WMT, MCD, COST, SBUX, TGT), food/protein (HRL, TSN, PPC), industrial (ECL), home improvement (HD, LOW). Rotation… Travel Leisure Inflow +1.9% 30D Travel & leisure — war-ends playbook beneficiary. Oil drop → travel cost reduction, pent-up demand, cruise recovery. Chemicals Inflow +1.8% 30D Chemicals & specialty materials — industrial cycle, energy input costs, diversified chemical producers. Biotech Capital Cycle Inflow +1.2% 30D AI-bio platforms + lab-tools/consumables + CROs — biotech capital-cycle / IPO-window-levered picks-and-shovels (perspective: biotech-capital-cycle) Trace Lng Liquefaction Shipping And Inflow +1.0% 30D Tech Neutral -0.5% 30D Big Tech Macro Commodities Neutral -0.6% 30D Macro & commodities - oil (USO/BNO), natgas (UNG), gold (GLD/GDX/GDXJ/GDRZF), silver (SLV/SIL), copper (COPX), agriculture (DBA/WEAT/CORN/SOYB/AGRO), specialty chemicals (CE), uranium (URA), dollar (UUP), euro (FXE),… Biotech Neutral -0.8% 30D Biotech - pharma innovation (LLY), lab tools (TMO), mRNA (MRNA), gene editing (CRSP, NTLA, VRTX), immunotherapy (IBRX) Cybersec Neutral -1.0% 30D Cybersecurity & Networking - firewall/SASE (FTNT, PANW — PANW absorbed CYBR via 2025 acquisition), endpoint (CRWD, S), zero-trust (ZS, OKTA), edge/CDN (NET), embedded/automotive QNX + cybersec (BB BlackBerry — surfaced… Tech Insider Buys Neutral -1.1% 30D Tech-centric insider buying monitor. Combines our tech universe tickers with Finviz insider buying discovery. Goal: find tech names where insiders are putting their own money in — the strongest conviction signal. Run… Escalation Neutral -1.5% 30D Escalation scenario watchlist — Gulf infrastructure strike / Iran retaliation plays. US LNG exporters (LNG/CQP/VG), industrial gas/helium (LIN/APD), NGL midstream (TRGP/EPD/ET/OKE), nat gas (UNG/FCG/BOIL), LNG shipping… Defense Contractors Neutral -2.5% 30D Defense contractors - ETFs (ITA aerospace/defense, PPA aerospace/defense, DFEN 3x defense). Lockheed Martin, RTX (Raytheon), Northrop Grumman, General Dynamics, L3Harris, Boeing. War Sensitivity Neutral -3.2% 30D War-sensitivity watchlist — stocks ranked by their reaction to ceasefire fake-outs (TACO trades). Tier 1 fast movers: COPX/JETS/UAE (5-9% pops). Tier 2 hidden oil-sensitive: W/RH/ATZ/AS (heavy-goods shipping costs).… Copper Neutral -3.3% 30D Copper miners and broad copper funds tracking electrification, grid, construction, and data-center demand. Mag7 Neutral -3.8% 30D Magnificent 7 - The seven largest US tech companies Peptide Economy Neutral -4.0% 30D Peptide / GLP-1 economy — principals + next-gen pipeline + consumer/distribution layer. Surfaced 2026-05-05 as a coverage gap: no focused lens existed despite GLP-1s being the largest pharma run of the past 18 months.… Watchlist Outflow -4.9% 30D IBB Outflow -6.5% 30D Biotechnology cohort spanning large-cap therapeutics, rare disease, gene editing, diagnostics, life-science tools, and CROs. Biotech Outflow -6.5% 30D Biotech - pharma innovation (LLY), lab tools (TMO), mRNA (MRNA), gene editing (CRSP, NTLA, VRTX), immunotherapy (IBRX) ETF Ideas Outflow -6.8% 30D ETF Ideas - Index (QQQM, QQQ, VOO, VTI), 3x Leveraged (TQQQ, SOXL, SPXL, TECL, LABU), Inverse (SQQQ, SOXS), Income/Covered Call (JEPQ, JEPI, SCHD, VYM, QYLD, XYLD, DOGG), Sector (VGT, SMH), Cloud/SaaS (WCLD, CLOU, SKYY,… Watching Outflow -9.2% 30D Watching/Learning - curious but not trading. KOPN added 2026-05-10 from @JasonL_Capital 2026-05-06 'under $10' tweet (reference_jasonl_capital_kopn_check.md). Kopin Corporation, $3.97 microcap. Claimed: MicroLED… AI Outflow -10.0% 30D Ark Outflow -11.8% 30D ARK Invest ETFs - tracking Cathie Wood's funds Airlines Outflow -12.2% 30D Airlines — war-ends playbook beneficiary. Oil drop → margin expansion, leisure travel recovery. JETS ETF for broad exposure. (Removed 2026-05-04: HA absorbed by ALK via 2024 acquisition; SAVE bankrupt + delisted… Drone Defense Outflow -12.9% 30D Drone & counter-drone defense — offense (AVAV AeroVironment, AVEX AEVEX Corp — newly-public April 2026 full-stack drone + AI ISR, KTOS Kratos, RCAT Red Cat — small-cap manufacturer), counter-drone (EOPSF Electro Optic… AI Infra Outflow -14.7% 30D AI Infrastructure - hyperscalers (AMZN), GPUs (NVDA), lithography (ASML), power generation (TAC — TransAlta, Canadian IPP: hydro/wind/solar/battery/gas, NOT nuclear; label corrected 2026-06-19 from 'nuclear'), foundry… Energy Outflow -15.6% 30D Energy - data center power (BE, EOSE, TAC, CEG, GEV, TLN), nuclear (CEG), solar (FSLR, ENPH), utilities (NEE). Overlaps with ai-infra for power plays. EV Clean Energy Outflow -15.6% 30D EV makers + clean energy + related ETFs. Solar tracking (NXT Nextracker), industrial energy storage/batteries (ENS EnerSys). Lithium pure-plays added 2026-05-10 from… AI Infrastructure Outflow -16.1% 30D Complete AI Infrastructure - power, cooling, electrical, construction, data/optical connectivity (NOK Nokia), manufacturing, power connectors, REITs, materials, backup, water, AI compute providers (NBIS Nebius, OSS One… Nuclear Fuel Cycle Outflow -17.0% 30D Nuclear fuel cycle — AI-DRIVEN nuclear-demand thesis (sibling to ai-power-bottleneck, NOT a rotation away from AI; the mechanism is COMPLEMENTARY — hyperscaler data-center power demand pulls through the entire nuclear… Robotics Outflow -17.3% 30D Robotics & physical-AI across the stack — seeded 2026-06-27 from @mkfilko + @MMatters22596 robotics baskets (live rotation theme). Layers: brain/compute (NVDA Isaac/GR00T, BB/QNX OS), vision (CGNX, AMBA), lidar/sensors… Nearline Storage Outflow -20.8% 30D High-capacity storage makers and upstream media and component suppliers serving hyperscale and AI data centers. Humanoid Robotics Outflow -21.4% 30D Humanoid robotics components — sensors and motion control for the 2027-2028 humanoid wave. Component layer: VPG (Vishay Precision Group — strain gauges and force/torque sensors), MOG-A (Moog — precision motion… Spacex S1 Supply Chain Outflow -23.4% 30D SpaceX S-1 picks-and-shovels + space peers screen (2026-06-04): AI-compute/power/optical supply chain, space industrial base, disrupted incumbents, holders. Tied to spacex-s1 investigations. Semis Outflow -24.6% 30D Semiconductors - GPUs (NVDA, AMD), foundry (TSM), networking chips (AVGO, MRVL), architecture (ARM), mobile (QCOM), equipment (ASML, AMAT), packaging (AMKR), analog/power (ON), programmable-logic (LSCC - added… Grid Buildout Outflow -24.6% 30D Transformer, switchgear, electrical-equipment, and engineering contractors exposed to transmission and data-center grid buildout. Supply Chain Traces Outflow -31.2% 30D Supply chain trace discoveries — tickers found by our autonomous research agents across all traces. Tungsten (KMT Kennametal, CRS Carpenter; Almonty Layer-1 pure-play pending correct-ticker re-add — was wrongly tracked… AI Power Outflow -31.9% 30D AI Power Bottleneck — Leopold Aschenbrenner's watts-per-rack thesis. Fuel cells (BE), distributed power (PSIX, BW), nat gas (EQT, LBRT, PUMP), BTC miners pivoting to AI compute (CORZ, IREN, APLD, CIFR, HUT, BTDR, CLSK,… Quantum Computing Outflow -32.4% 30D Quantum-compute pure-plays. Gate/trapped-ion (IONQ), superconducting (RGTI/Rigetti), annealing (QBTS/D-Wave), photonic (QUBT/Quantum Computing Inc, XNDU/Xanadu — de-SPAC 2026-03), cold-atom/Rydberg (INFQ/Infleqtion —… CPU Shortage Supply Chain Outflow -34.8% 30D AI compute shortage supply chain across CPUs, high-speed connectivity, assembly and test, and semiconductor baskets. Optical Supply Chain Outflow -35.7% 30D Optical/photonics supply chain — AI optical supercycle plays. Laser sources (LITE, COHR), optical networking (CIEN), silicon photonics (ALAB, SMTC), foundry (TSEM), next-gen modulators (LWLG, SIVEF/Sivers Semiconductors… Memory Outflow -36.0% 30D Memory & Storage - HBM/DRAM (MU), HDDs/SSDs (STX, WDC), thematic ETF (DRAM Roundhill Memory ETF — added 2026-05-06 after launching ~April 2026; note refresh 2026-05-10: now +101.9% off $26.14 low to $52.80 ATH, +13.4%… Space Outflow -36.4% 30D Space plays — expanded 2026-05-27 for SpaceX IPO catalyst (debut 2026-06-12 NASDAQ:SPCX, $1.75T-$2T target, $40-80B raise, largest IPO ever). Originally only RKLB / ARKX / GSAT (3 names). Launch / rockets: RKLB… WFE Test Metrology Outflow -40.2% 30D Semiconductor wafer-fab equipment, process control, metrology, test, packaging, and materials suppliers.

8. Key Signals

Recorded signals · 50

CCJ: 3MSFT: 3NTLA: 3PANW: 3PL: 3STX: 3WDAY: 3ZM: 3ABCL: 2ARM: 2CBRS: 2CEG: 2CEG: 2CRDO: 2DUK: 2ELAN: 2EQT: 2GEV: 2KGS: 2LEU: 2LEU: 2META: 2MPC: 2MU: 2

9. Paper Trade Report Card

yolo $109,982 +10.0% 10 open · updated 2026-07-30

claude trader $106,576 +6.6% 26 open · updated 2026-07-24

bench signals $52,329 n/a 51 open · updated 2026-07-24

10. Active Perspectives

AI Power Bottleneck — Watts Per Rack + Generation-Side active high latest 2026-07-28

AI Power Delivery — The 30% Parasitic Loss active high latest 2026-07-28

Gulf Infrastructure Strike Scenario monitoring low latest 2026-07-28

Risk-On Tech Rotation — Concentrated Mega-Cap + AI Supercycle monitoring low latest 2026-07-28

The Gold Anomaly — Broken Safe Haven monitoring low latest 2026-07-28

AI Optical Supercycle — Wave-Curve Rotation monitoring high latest 2026-07-28

US Energy Dominance — Blockade as Leverage (absorbed iran-war-oil) monitoring critical latest 2026-07-28

Memory Supercycle — DRAM/NAND/HBM Structural Tightness active high latest 2026-07-28

SpaceX IPO Liquidity Event — $40-80B Drained from Markets, June 12 2026 monitoring high latest 2026-07-28

Nearline HDD Storage — Density-Led Oligopoly (allocated through 2027) monitoring medium latest 2026-07-28

Livestock Disease — New World Screwworm → Cattle-Supply Shock & Protein Rotation monitoring medium latest 2026-07-28

Biotech Capital Cycle — AI-Bio Platforms & Lab-Tools/CRO Picks-and-Shovels (IPO-Window Levered) monitoring medium latest 2026-07-28

Nuclear Fuel Cycle — AI-Driven Nuclear Demand (enrichment chokepoint + utility cash-flow) active medium latest 2026-07-28

CPU Shortage Supply Chain — Datacenter CPU Allocation + ABF Substrate Bottleneck monitoring high latest 2026-07-28

China Structural Discount — Multiple-Capped, Not Earnings-Capped (VIE / CCP / Macro Triptych) monitoring medium latest 2026-07-28

AI Capex Digestion — the Crowded-Trade Unwind active high latest 2026-07-28

Physical AI / Robotics — Arms-Dealers Over Moonshots (the Embodied-AI Rotation) active medium latest 2026-07-28

Quantum Computing — The Sovereign-Catalyst Trade (Basket-First, Lottery Underneath) monitoring medium latest 2026-07-28

AI Mega-IPO Liquidity Regime — Index Plumbing, Lockups, and the Issuance Bell monitoring medium latest 2026-07-28

Trump Policy Ticker Catalysts — Source-Tier Event Study monitoring low latest 2026-07-28

The Midterm Window — Q4 Turn Watch active medium latest 2026-07-28

Today's Actions · 41 META $539.03 · CRWV $73.90 · HOOD $86.60

exit · 3

META $539.03 breaking down — -11.1% this week, 32.3% off its 52-week high and still falling trend-hold

CRWV $73.90 breaking down — -8.9% this week, 51.8% off its 52-week high despite a +21.5% bounce today

HOOD $86.60 breaking down — -14.8% this week, 43.7% off its 52-week high and still falling

entry · 38

SNOW breaking out at a fresh 52-week high after a +12.4% week — a +118% three-month run, not a one-week pop

KO breaking out 2.7% off its 52-week high after a +9.0% week

NET breaking out 2.6% off its 52-week high after a +8.0% week — a +38% three-month run, not a one-week pop

RDDT coming into play — 37.1% off its 52-week high with the tape turning up (+5.5% this week)

CRM coming into play — 32.9% off its 52-week high with the tape turning up (+15.2% this week)

ADBE coming into play — 33.2% off its 52-week high with the tape turning up (+16.8% this week)

CCJ watch-grade call — 3 of 5 bells lit (research, advisory, regime) · tape broken trend-hold

NTLA $18.50 watch-grade call — 3 of 5 bells lit (research, advisory, regime); trigger at $18.50 · tape broken trend-hold

PL watch-grade call — 3 of 5 bells lit (research, advisory, regime) · tape broken trend-hold

MSFT $442 watch-grade call — 3 of 5 bells lit (research, trigger, regime); trigger at $442 trend-hold

PANW watch-grade call — 3 of 5 bells lit (research, tape, regime) trend-hold

STX $808.65 watch-grade call — 3 of 5 bells lit (research, trigger, regime); trigger at $808.65 trend-hold

WDAY watch-grade call — 3 of 5 bells lit (research, tape, regime) trend-hold

ZM $92 watch-grade call — 3 of 5 bells lit (research, trigger, regime); trigger at $92 trend-hold

CME $280 in its $280 buy zone

LULU $135 in its $135 buy zone

SOFI $16–17 in its $16–17 buy zone

AAPL no setup today — still in trend, +3.7% this week, 3.2% off its 52-week high

AMZN no setup today — drifting down, +0.8% this week, 15.5% off its 52-week high

ARGX no setup today — still in trend, -5.6% this week, 8.5% off its 52-week high

ARM no setup today — drifting down, -14.7% this week, 46.6% off its 52-week high trend-hold

ARQQ no setup today — under pressure, -3.5% this week, 71.4% off its 52-week high

GOOGL no setup today — drifting down, +5.0% this week, 18.3% off its 52-week high

HQ no setup today — moving sideways, -8.6% this week, 72.1% off its 52-week high

ILMN no setup today — still in trend, +4.2% this week, at its 52-week high

INFQ no setup today — moving sideways, +3.0% this week, 53.1% off its 52-week high

IONQ no setup today — moving sideways, +5.0% this week, 57.7% off its 52-week high

LAES no setup today — under pressure, -8.2% this week, 72.9% off its 52-week high

MU no setup today — drifting down, -11.7% this week, 30.3% off its 52-week high trend-hold

NTR no setup today — still in trend, +3.2% this week, 17.1% off its 52-week high

NVDA no setup today — drifting down, -6.6% this week, 17.5% off its 52-week high trend-hold

OUST no setup today — drifting down, -5.7% this week, 44.3% off its 52-week high

QBTS no setup today — under pressure, -5.2% this week, 65.3% off its 52-week high

QUBT no setup today — under pressure, +2.0% this week, 69.0% off its 52-week high

RGTI no setup today — under pressure, +0.1% this week, 74.5% off its 52-week high

SNDK no setup today — drifting down, -20.5% this week, 45.6% off its 52-week high trend-hold

TSLA no setup today — under pressure, -3.4% this week, 38.1% off its 52-week high

XNDU no setup today — moving sideways, +2.5% this week, 74.0% off its 52-week high

The desk's frozen record The machine-built sections as this issue recorded them — the tape, calls, and wires that were true on this date (desk plumbing and file-path lines removed for reading).

Regime State

State counts: collapse: 184, pullback: 348, uptrend: 179, downtrend: 139.
Latest transition batch: 2026-07-30 vs 2026-07-29; 0 confirmed state-to-state flips, 793 entries, 0 exits.
Confirmed flips: none in the latest transition batch.
Notable entries: $AAPL -> uptrend (intact); $ABBV -> uptrend; $ABCL -> pullback (intact-but-priced); $ABT -> downtrend; $ACHR -> collapse; $ACN -> downtrend.

Cross-sector Rotation

Money rotating INTO China Tech (RS +15.3, 0% strong-up), Cloud SAAS (RS +10.8, 44% strong-up), Trace Iran War Second And Third Order Effects (RS +9.7, 71% strong-up) — OUT OF WFE Test Metrology (RS -31.9), Space (RS -30.3), Optical Supply Chain (RS -29.2). Benchmark SPY -0.7% 30d. ⚡ EMERGING (turning up before the trailing board): Airlines (accel +9.8, 83% up), Travel Leisure (accel +9.6, 67% up), Watching (accel +5.4, 50% up), War Sensitivity (accel +4.2, 55% up). Fading leaders: Canadian OG (accel -4.6).
⚡ Front-run (emerging, turning up before the trailing board): Airlines (accel +9.8, 83% up); Travel Leisure (accel +9.6, 67% up); Watching (accel +5.4, 50% up); War Sensitivity (accel +4.2, 55% up).
Leadership shifts since last run: Optical Supply Chain (new-laggard); Memory (left-laggards).

Volatility Gate

VIX 17.09 (NORMAL) · 1d -17.3%. • VIX NORMAL — 17.09 (16-20). Baseline vol; no gate either way.
No fire-sale trigger (rule: >=30% one-day spike is the trigger; the level alone is context).
Credit tape (7d): HYG +0.3% · LQD +0.1% · IEF +0.4% — the flush-vs-break discriminator: orderly credit means the selling is positioning, not a credit event.

The Prints

$005930.KS — Samsung Electronics Q2 2026, announced 2026-07-30 KST (the calendar stub carried the approximate 07-28 date): revenue ₩171.5T, +130% YoY (+28% QoQ); operating profit ₩89.49T (~$62B), +1,814% YoY — an 18-fold surge, margins above…
$MSFT — Q4 FY2026, reported after the close 2026-07-29 — a beat across every line: revenue $90.01B, +18% YoY (vs ~$87.6B expected); adjusted EPS $4.74 (vs $4.24 est; GAAP $4.81, +32%); GAAP net income $35.8B, +31%. Azure +43%,…
$META — Q2 2026, reported after the close 2026-07-29 — revenue beat, profit miss: revenue $60.80B, +27% YoY (vs $60.22B expected); EPS $6.18 vs $7.22 expected — a ~14% miss, down ~13% YoY, with AI infrastructure spend pressuring…
$BE — The report landed around 2026-07-28, but no filed quarter covering the print is available from the desk's financial sources yet — actuals land with the next filing. Across the print the stock moved -13.0% (close before → first close after).
$LRCX — Lam Research reported fiscal Q4 2026 results (quarter ended June 28, 2026) via its own newsroom release. Coverage is directional, not itemized: StockAnalysis reports Lam beat both fiscal Q4 earnings and revenue expectations and issued a…
$STX — The report landed around 2026-07-28, but no filed quarter covering the print is available from the desk's financial sources yet — actuals land with the next filing. Across the print the stock moved -6.4% (close before → first close after).
$WDC — Coverage gap: no confirmed fiscal Q4 FY2026 actuals landed in tonight's pull for this event. One Google Finance item claims WDC "reported strong fiscal Q3 2026 earnings with EPS of $2.72... gross margins crossing 50.2%" — but Western…
$QCOM — Reported 2026-07-29; the market reaction keyed off strategy, not the print: shares jumped ~14% after hours on the announced acquisition of AI software startup Modular, a preview of two upcoming AI chips, and a significantly raised…
$VRT — The report landed around 2026-07-29, but no filed quarter covering the print is available from the desk's financial sources yet — actuals land with the next filing. Across the print the stock moved -15.6% (close before → first close after).
$KLAC — The report landed around 2026-07-28, but no filed quarter covering the print is available from the desk's financial sources yet — actuals land with the next filing. Across the print the stock moved -16.3% (close before → first close after).
$V — The report landed around 2026-07-28, but no filed quarter covering the print is available from the desk's financial sources yet — actuals land with the next filing. Across the print the stock moved +1.7% (close before → first close after).
$ARM — Q4 + fiscal year 2026, reported 2026-07-29: record revenue $1.49B, +20% YoY, driven by data-center royalties doubling and the launch of Arm's first own chip. EPS/guidance detail not yet verified in our pulls — gap note: fill…
…and 207 more filled prints in the calendar.

Upcoming Prints (next 72h)

2026-07-31 — $ABBV, $XOM, $ETN, $LIN, $CVX, $NVT, $CL, $CCJ +15 more
2026-08-01 — $BRK-B

Tripwires

Tripwires: no new trips since the 2026-07-30 duty pass.

Desk Calls

Ticker	Stance	Entry	Review-by	30d vs SPY
$CEG	watch	reclaim the 20-day (~$256) with hyperscaler spending language intact on the Jul…	2026-08-08	pending
$ELAN	watch	a volume-confirmed (at least average volume) close through the 52-week high…	2026-08-14	pending
$GEV	watch	held the AI unwind at −5%; reclaim the 20-day (~$1,085) and print a higher low	2026-08-08	pending
$LEU	watch	first higher low after a clean Jul 29–30 capex read — the −18% month is a beta…	2026-08-08	pending
$CLMT	pass	RSI 83 on 2.7x volume, +165% in a year — parabolic-chaser material, not trend-hold;…	2026-09-04	pending
$DK	pass	reopen if it builds a multi-week base above the 20-day ($52.58) and resumes — a…	2026-09-04	pending
$MPC	watch	the lane's quality large-cap; interest begins on the first pullback that HOLDS the…	2026-08-21	pending
$MU	watch (invalidation?)	Friday printed a reversal bar (low $804, closed $848.95); a close above that bar's…	2026-08-14	pending
$NVDA	watch (in zone)	the general never broke (−3.7% in 30 days vs the ETF's −15.7%); a reclaim of its…	2026-08-14	pending
$PANW	watch	the lane's strongest structure (-2.7% from its 52-week high, +83% on the year);…	2026-09-04	pending
$PL	watch (invalidation?)	untouchable while the knife falls (RSI 30, −14% on the week); interest begins when…	2026-09-11	pending
$PSX	watch	the diversified laggard of the three (+70% on the year, midstream/chem mix dilutes…	2026-08-21	pending
$S	watch	the laggard catching up (+30% in 30 days, still only +9% on the year and -8.6% from…	2026-09-10	pending
$SMH	watch (invalidation?)	the complex switch: first close back above the 50-day ($597.33) after a higher low,…	2026-08-14	pending
$STX	watch (in zone)	the complex's only accumulation-shaped bar: +5.7% on 1.35× volume, closed near the…	2026-08-14	pending
$VLO	watch	best 12-month tape of the pure refiners (+117%); same frame — first 20-day hold…	2026-08-21	pending
$ARM	watch (in zone)	reclaim the pre-registered $270 line and hold it — the trigger the thesis flag broke…	2026-08-08	pending
$CCJ	watch	washed out at RSI 30 — wait for the $84 shelf to hold and a first higher low; the…	2026-09-15	pending
$CEG	watch (in zone)	the merchant bellwether needs a turn signature, not a dip-buy — a base under the…	2026-09-15	pending
$DUK	watch	the one working expression — regulated rate-base growth from the same demand; a…	2026-09-15	pending
$LEU	watch	only after a full-quarter base — the enrichment monopoly story is intact but the…	2026-10-01	pending
$MU	watch	gated on the prints, not the chart — a storage/memory print (STX Jul 28, WDC Jul 29,…	2026-08-08	pending
$NVDA	watch	the R1 playbook leg — hold the 20-day retest (~$202) through the July 28–29 storage…	2026-08-08	pending
$TLN	watch (invalidation?)	the strongest tape of the merchants — hold the $360 shelf and the 200-day (~$371),…	2026-09-15	pending
$VST	watch (in zone)	reclaim the 200-day (~$166) and hold it — first sign the derate is done	2026-09-15	pending
$ABCL	watch (invalidation?)	the pop already happened (Feb low $2.78 to a $8.44 high) — this is the first flag;…	2026-08-31	pending
$CBRS	watch	a close above the post-flush bounce high ($221.30) confirms the higher low and…	2026-08-31	pending
$META	watch (invalidation?)	second reclaim attempt off a higher low — buy interest is a close above ~$665,…	2026-08-31	pending
$MSFT	watch (in zone)	no turn signature yet — interest begins at the 200-day reclaim (~$442) after a base;…	2026-10-01	pending
$NTLA	watch (invalidation?)	golden cross, +31% month, and a fresh impulse into $18.48 on July 2 — buy interest…	2026-08-31	pending
$ORCL	pass	reopen when the knife stops: the February low ($136) holds on this retest AND a +7%…	2026-10-01	pending
$AXTI	pass	reopen only if it bases above its 200-day (~$42.55) for a full quarter AND revenue…	2026-10-01	pending
$CIFR	pass	reopen only on revenue inflecting up AND visible de-leveraging of the $4.4B debt stack	2026-10-01	pending
$CORZ	pass	reopen on a recapitalization that restores positive equity with the CoreWeave…	2026-10-01	pending
$CRDO	buy (in zone)	elite fundamentals (33% operating margin on $1.34B FY26 revenue) with the…	2026-09-15	pending
$CRWV	pass	reopen only on a financing regime change — interest expense stabilizing while…	2026-10-01	pending
$EQT	watch	the fundamentals are the best in the sweep (net income nearly quadrupled in two…	2026-10-01	pending
$HUT	pass	reopen on a financed capacity deal that closes the gap between $160M of cash and…	2026-10-01	pending
$KGS	buy (invalidation?)	the sleeper — record Q1, raised full-year guidance to include the Distributed Power…	2026-08-15	pending
$MXL	watch (in zone)	wire-flagged inflection but already a 4.5x over the year and −16% this week on no…	2026-08-15	pending
$NBIS	buy (in zone)	pullback within an intact uptrend — buy the 50-day reclaim at ~$217, which says the…	2026-08-31	pending
$OKTA	pass	the rotation's confirming leader — but RSI 78 and 3% off its high is chasing; reopen…	2026-09-15	pending
$TER	buy	the −21% week has no company event behind it — Q1 revenue rose 87% with a 21% EPS…	2026-08-15	pending
$WDAY	watch	the earnings proof-point of the rotation (beat + raised subscription guide) but…	2026-09-15	pending
$WULF	watch (invalidation?)	the $2.63B war chest has to start converting into hosting revenue on the P&L — watch…	2026-08-15	pending
$SKHY	watch (invalidation?)	first clean post-debut base — not the open (debut ~2026-07-10)	2026-08-01	n/a
$ZM	watch (in zone)	2 consecutive quarters of accelerating revenue; base over $92	2026-09-01	pending
$MU	buy	own the up-cycle with cycle sizing — record DRAM/HBM pricing power, HBM booked…	2026-09-01	pending
$SNDK	watch	only on evidence the +69% NAND operating margin is a baseline, not the peak — two…	2026-09-01	pending
$STX	buy	own the cleanest un-hyped inflection — nearline-HDD margins compounding 23%→32% over…	2026-09-01	pending
$WDC	buy	same nearline thesis as STX — margins 10%→36% on the same AI storage driver, no hype…	2026-09-01	pending

A desk call is an authored stance from a published report; entry and invalidation conditions are human-read, and the full ledger lives at /calls.

30d vs SPY is the raw name-vs-SPY move since the call — for trim/sell calls a NEGATIVE number means the call worked (the name fell after it).

From the Feeds

Curated picks from the last 7 days of the X / Reddit / Discord / web sweep — items the desk read and kept, not the raw capture firehose. Source: -pick- (type: curated-find).

reddit u/nbaphilly17 — r/stocks — CXMT's IPO pop doesn't touch SK Hynix's actual HBM thesis $HY9H.F · link
- A grounded rebuttal to the CXMT-panic framing that's been hitting SK Hynix and the broader memory trade this week: argues CXMT's outsized IPO pop reflects share gains in commodity DRAM, not the HBM3E/HBM4, advanced-packaging, and hyperscaler-qualification businesses that actually anchor the SK Hynix bull case, and tha…
web Reuters / Benzinga / TipRanks (via SEC… — AXT — Tongmei withdraws Shanghai STAR IPO bid, pivots to Hong Kong listing for InP business $AXTI · link
- AXT's China-based substrate subsidiary Tongmei is withdrawing its Shanghai STAR Market IPO application and instead pursuing a Hong Kong Stock Exchange listing focused specifically on the indium phosphide business, per Reuters citing an SEC filing (also reported by Benzinga and TipRanks, all dated 2026-07-29). AXT shar…
𝕏 Gaetano (@crux_capital_) — crux_capital_ — the photonics buildout isn't over, even at the height of fear $LITE $GLW $COHR $AAOI $SIVEF · link
- A tracked photonics-supply-chain analyst who has followed this complex through the pre-hype, peak-hype, and now sentiment-washout phases argues the underlying physical buildout across Lumentum, Corning, Coherent, Applied Optoelectronics, and Sivers Semiconductors (tagged $SIVE, tracked as SIVEF) hasn't stopped even as…
𝕏 Zephyr (@zephyr_z9) — zephyr_z9 — China's chip-export jump traces to Korean-owned fabs, not indigenous mature-node output $HY9H.F · link
- Pushes back on the read that a jump in Chinese chip exports reflects domestic mature-node chipmaking closing the gap: attributes the increase specifically to SK Hynix's own Dalian NAND and Wuxi DRAM fabs and Samsung's Xi'an NAND fab — Korean-owned capacity operating inside China, not a Chinese-chip substitution story.…
reddit u/app1310 — Short sellers notch $15.5B profit as SpaceX slides below its IPO price $SPCX $TSLA · link
- Named-source number (Ortex: $15.5B in short paper profit) on the post-IPO SpaceX slide from $225.64 high to a fresh $115.26 low, below the $135 IPO price — the clearest quantified read yet on how hard the market is fading the mega-IPO liquidity story, and it ties the SpaceX unwind explicitly to the same AI-capex-cashf…
reddit u/rdh2dmd — Samsung, SK Group seal $950B in AI deals with Nvidia and Broadcom $NVDA $AVGO $005930.KS $000660.KS · link
- Consolidated read on the largest single memory/AI-infra commitment of the cycle: $750B in SK Group deals (Nvidia $500B+ headline, an SK Hynix HBM4 long-term supply pact, a 2GW 2027 Vera Rubin datacenter) plus a $200B Samsung-Broadcom MOU on sub-2nm foundry and packaging — real counterparties committing real capital ex…
reddit u/aperartnft — Alphabet's 82% cloud growth got sold anyway; capex guidance is why $GOOGL $TSLA · link
- Cleanest numeric lay-down of the post-earnings paradox: Google Cloud growth accelerated to 82% ($24.8B rev, margin 20.7%->35.6%, backlog +$50B q/q to $514B) and the stock still fell 6-7% purely on the capex guide raised to $205B — the market pricing capex, not growth, extends the desk's Jul 22 Alphabet capex read with…
𝕏 Paradis Labs (@ParadisLabs) — ParadisLabs — LPKF Laser H1: ugly headline numbers, more nuanced underneath $LPK.DE $LPKFF · link
- H1 headline numbers are rough (revenue -38.3%, EBIT and FCF both negative, cash halved), but the thread frames it as more nuanced than the print alone suggests — worth tracking since LPKF sits in the optical-supply-chain watchlist as a laser-tooling name for advanced packaging.

Filings

No new filings for covered names since the last filing-watch run.
Last 14 days: $AAPL 8-K (2026-07-30); $AMZN 8-K (2026-07-30); $ILMN 8-K (2026-07-30); $BNTX 20-F/A (2026-07-30); $LITE 8-K (2026-07-30); $MPWR 8-K (2026-07-30); $RDDT 8-K (2026-07-30); $MSFT 10-K (2026-07-29); ….

Breadth And Movers

Price truth: *; primary summary date 2026-07-30. Row dates: 2026-07-31: 14, 2026-07-30: 1759, 2026-07-29: 20, 2026-07-28: 16, 2026-07-24: 17, 2026-07-17: 1, 2026-07-16: 1, 2026-06-29: 1.

Summary coverage: 1759/1829 rows at 2026-07-30; 998 unique symbols after de-duplication.
Unique-symbol breadth: 731 up, 257 down, 10 flat; median 1D change +2.2%.
Market-pulse breadth: 28 up, 13 down, 0 flat; median 1D change +0.7% from market-pulse.

Top gainers by 1D change (filtered to price >= $1, dollar volume >= $50M, finite RSI):

Symbol	1D	7D	30D	RSI	Signal	Price	Source
$RAM	+32.5%	-24.3%	-57.2%	38.4	neutral	$11.13	etf-ideas
$IREN	+30.5%	-5.7%	-16.3%	46.1	down	$38.26	ai-power
$CIFR	+28.1%	-12.2%	-7.5%	51.5	weak-down	$22.66	ai-power
$WYFI	+27.6%	-3.2%	-32.4%	46.1	weak-down	$26.25	ai-power
$KEEL	+27.4%	-15.8%	-29.4%	44.4	weak-down	$4.05	ai-power

Top laggards by 1D change (same filter):

Symbol	1D	7D	30D	RSI	Signal	Price	Source
$ALNY	-28.3%	-23.5%	-31.7%	23.4	Extreme oversold	$205.48	ibb
$SOXS	-26.3%	+18.2%	+66.4%	32.9	Oversold	$53.92	etf-ideas
$NP	-9.8%	+6.0%	+0.5%	52.8	strong-up	$31.66	monster-discoveries
$NCLH	-9.8%	+0.1%	-11.3%	43.8	strong-down	$18.72	travel-leisure
$SQQQ	-9.8%	+3.1%	+22.9%	55.2	weak-up	$44.62	etf-ideas

Targets In Zone

Target	Anchor date	Tickers	Mechanical status	Level
NVDA — Entry-Zone Target (2026-07-11 full-scan promotion, AI)	2026-07-11	$NVDA	✅ HIT — NVDA $206.84, RSI 51.0, weak-down, golden cross, +1.7% vs SMA20…	$198–204 (SMA20 $201.95 retest) — buy the flag, not the pop
WMT — Entry-Zone Target (2026-07-07 full-scan promotion)	2026-07-07	$WMT	🟢 IN ZONE (deeper retest) — WMT $109.47, trend down, RSI 38.1, -2.5% vs…	$108–111 (base first) → confirm on SMA200 reclaim $116.71
GOOGL — Entry-Zone Target (2026-06-26 EOW anchor)	2026-06-26	$GOOGL	✅ HIT — GOOGL $319.74, RSI 32.8, down trend, golden cross, -9.2% vs SMA20,…	SMA20 reclaim ~$360 is THE rotation bellwether → confirms quality-dip resumes;…
ADBE entry-zone — $195-$210	2026-06-16	$ADBE	✅ HIT — ADBE $225.11, RSI 51.5 (recovered from 31.7), strong-down trend but…	$195-$210
CRWD entry-zone — $163.75-$172.50 (split-adjusted)	2026-06-16	$CRWD	✅ HIT — CRWD $183.28 (split-adjusted), RSI 47.3, strong-up, golden cross,…	$163.75-$172.50 (split-adjusted 4:1 2026-07-02; set pre-split as $655-$690)
WMT entry-zone - <$125	2026-05-23	$WMT	🟢 IN ZONE — WMT $121.03 < $125 threshold. RSI 47.4, weak-down. -9.23% 30D.…	<$125
ABT entry-zone - <$92	2026-04-26	$ABT	🟢 IN ZONE — ABT $90.62 < $92 threshold. RSI 54.3 (neutral), but strong-down…	<$92
CME entry-zone — <$280	2026-04-26	$CME	🟢 IN ZONE — CME $261.60 < $280 threshold. RSI 41.9, down. -13.82% 30D. -2.6%…	<$280

Convergence Leaders

Stocks in projection: 521; convergentCount 3; divergentCount 11.

Symbol	Score	Scans	Bull	Neutral	Latest signal date
$CROX	5	4	4	0	2026-07-28
$BESIY	4	3	2	1	2026-07-28
$DPZ	4	3	2	1	2026-07-28
$DXCM	4	2	2	0	2026-07-28
$GILD	4	2	2	0	2026-07-28
$FTNT	3	3	2	1	2026-07-28
$OKTA	3	3	2	1	2026-07-28
$BIIB	3	2	2	0	2026-07-28

The Desk Archived issue, published Jul 30, 2026 . Only the modules that are actually true for this date are shown — what changed since the prior issue, the scans it rests on, and the catalysts in its week. The desk's live state (calls, paper book, alarm board, tape internals) belongs to today, not to this issue, so it is not replayed here: see Calls, Positions and Tape.

Conditions

The market climate this issue was written in — frozen from its own date by design. Every day's card, in order, is on Conditions.

Indexes · 7d: SPY+0.5%QQQ-1.2%IWM+0.2%RSP+1.6%
Volatility: VIX 17.09NORMAL · 1d -17.3%No fire-sale trigger — needs a ≥30% one-day spike
Rotation · 30d strength: 24 in / 29 outInChina Tech+15.3Cloud SAAS+10.8Trace Iran War Second And Third Order Effects+9.7Financials+8.3Alt Managers+8.3OutWFE Test Metrology-31.9Space-30.3Optical Supply Chain-29.2CPU Shortage Supply Chain-25.4Quantum Computing-24.4Each side counts the desk's tracked theme watchlists (68 ranked) by 30-day median relative strength vs SPY — shown in RS points.
Credit · 7d: HYG+0.3%LQD+0.1%IEF+0.4%Orderly credit = the selling is positioning, not a credit event
Hard assets · 7d: GLD+1.5%USO-8.6%COPX-2.2%Gold · oil · copper miners

Frozen snapshot — numbers are as of 2026-07-30 by design; the dated strip of these cards is the climate history.

This Week's Catalysts

Recent prints come from this issue's frozen record; upcoming rows are calendar entries dated 2026-07-30 through 2026-08-05. Curated big events and tracked earnings are visible; the full print calendar stays behind the fold.

Recent prints · recorded with this issue · +2 more in the frozen record

ARM Jul 29 Q4 + fiscal year 2026, reported 2026-07-29: record revenue **$1.49B, +20% YoY**, driven by **data-center royalties doubling** and the launch of Arm's first own chip. EPS/guidance detail not yet verified in our pulls — gap note: fill margins + guidance from the earnings release on the next news pass.

LRCX Jul 29 Lam Research reported fiscal Q4 2026 results (quarter ended June 28, 2026) via its own newsroom release. Coverage is directional, not itemized: StockAnalysis reports Lam beat both fiscal Q4 earnings and revenue expectations and issued a stronger outlook, with shares rising after the release; several analysts maintained positive ratings post-print, though som...

META Jul 29 Q2 2026, reported after the close 2026-07-29 — revenue beat, profit miss: revenue **$60.80B, +27% YoY** (vs $60.22B expected); EPS **$6.18 vs $7.22 expected — a ~14% miss**, down ~13% YoY, with AI infrastructure spend pressuring profitability. Shares fell ~4% in the initial after-hours reaction. The split against Microsoft's same-night beat is the story: the

MSFT Jul 29 Q4 FY2026, reported after the close 2026-07-29 — a beat across every line: revenue **$90.01B, +18% YoY** (vs ~$87.6B expected); adjusted EPS **$4.74** (vs $4.24 est; GAAP $4.81, +32%); GAAP net income $35.8B, +31%. **Azure +43%**, crossing **$100B in full-year revenue**; Microsoft Cloud $59.3B (+27%); commercial RPO **+84% to $678B**; Microsoft 365 Copilot p...

QCOM Jul 29 Reported 2026-07-29; the market reaction keyed off strategy, not the print: shares **jumped ~14% after hours** on the announced acquisition of AI software startup **Modular**, a preview of two upcoming AI chips, and a significantly raised fiscal-2029 guidance.

WDC Jul 29 Coverage gap: no confirmed fiscal Q4 FY2026 actuals landed in tonight's pull for this event. One Google Finance item claims WDC "reported strong fiscal Q3 2026 earnings with EPS of $2.72... gross margins crossing 50.2%" — but Western Digital's own Investor Relations release (dated 2026-07-20, in the same pull) states the company will report fourth-quarter an...

AAPL Jul 30 Apple's Q3 2026 earnings call landed after the 2026-07-30 close, per Mashable's coverage of the call. Reaction is directional only — no source in tonight's pull states a hard EPS or revenue dollar figure. CNBC frames the move as supply constraints overshadowing otherwise strong iPhone demand, while Stocktwits reports shares sliding roughly 6% on a forecast m...

AMZN Jul 30 Amazon's Q2 2026 report beat across the board, per StreetInsider.com: EPS of **$5.75** against a **$1.81** estimate, and revenue of **$200.6B** versus **$196.16B** consensus. Guidance was mixed — Q3 revenue guided to **$197–202B**, below the **$203.9B** consensus, while operating-income guidance of **$22.5–26.5B** sits well above the **$17.4B** posted in the...

KLAC Jul 30 KLA's print appears to have already landed and been absorbed by the tape ahead of this event's 2026-07-30 date: Benzinga (dated 2026-07-29) reports shares falling despite raised guidance ("Raised Guidance Fails To Impress Wall Street"), and the market-engine calendar has already rolled KLA's next print forward to 2026-10-28 — consistent with a report having...

MA Jul 30 Coverage gap: no earnings-specific reporting landed in tonight's news pull for Mastercard. All five results are generic ticker/quote-page listings (Google Finance, Yahoo Finance x2, Barchart.com, Intellectia.ai) with no reported EPS, revenue, or guidance figures.

No curated big-event catalysts on file for this week.

Tracked earnings · 19

Focus-list and tape-moving names. All 407 earnings and dividend prints remain available below.

Jul 30

AAPL AMZN COIN ILMN KLAC MA NET

Jul 31

CVX XOM

Aug 1

BRK-B

Aug 4

AMD CAT HQ

Aug 5

IONQ LLY NTR SNDK WDC XNDU

AAPL Beat vs analyst consensus

Jul 30

EPS $2.02 est. $1.89 · +6.7%

AMZN Beat vs analyst consensus

Jul 30

EPS $5.75 est. $1.83 · +215.0%

COIN Miss vs analyst consensus

Jul 30

EPS $-1.36 est. $-0.24 · -476.2%

ILMN Beat vs analyst consensus

Jul 30

EPS $1.31 est. $1.23 · +6.8%

MA Beat vs analyst consensus

Jul 30

EPS $5.04 est. $4.78 · +5.5%

CVX Beat vs analyst consensus

Jul 31

EPS $6.06 est. $5.57 · +8.8%

XOM Beat vs analyst consensus

Jul 31

EPS $4.11 est. $3.63 · +13.3%

AMD Beat vs analyst consensus

Aug 4

EPS $1.66 est. $1.61 · +3.2%

CAT Beat vs analyst consensus

Aug 4

EPS $8.17 est. $6.20 · +31.8%

HQ Miss vs analyst consensus

Aug 4

EPS $-0.10 est. $-0.09 · -12.8%

IONQ Miss vs analyst consensus

Aug 5

EPS $-5.08 est. $-0.60 · -748.6%

LLY Beat vs analyst consensus

Aug 5

EPS $8.38 est. $6.58 · +27.3%

NTR Miss vs analyst consensus

Aug 5

EPS $2.61 est. $2.72 · -3.9%

SNDK Beat vs analyst consensus

Aug 5

EPS $39.25 est. $34.52 · +13.7%

WDC Beat vs analyst consensus

Aug 5

EPS $3.56 est. $3.30 · +7.9%

XNDU Miss vs analyst consensus

Aug 5

EPS $-0.13 est. $-0.10 · -32.4%

All earnings & dividend prints this week (407)

Jul 30 earnings AAMI AAMI earnings — 2026-07-30
Jul 30 earnings AAPL AAPL earnings — 2026-07-30
Jul 30 earnings ABBV ABBV earnings — 2026-07-30
Jul 30 earnings AEVA AEVA earnings — 2026-07-30
Jul 30 earnings AG AG earnings — 2026-07-30
Jul 30 earnings AGIO AGIO earnings — 2026-07-30
Jul 30 earnings AGM AGM earnings — 2026-07-30
Jul 30 earnings AIXA.DE AIXA.DE earnings — 2026-07-30
Jul 30 earnings ALGM ALGM earnings — 2026-07-30
Jul 30 earnings ALNY ALNY earnings — 2026-07-30
Jul 30 earnings AMRX AMRX earnings — 2026-07-30
Jul 30 earnings AMZN AMZN earnings — 2026-07-30
Jul 30 earnings APD APD earnings — 2026-07-30
Jul 30 earnings ARES ARES earnings — 2026-07-30
Jul 30 earnings ARW ARW earnings — 2026-07-30
Jul 30 earnings ASX ASX earnings — 2026-07-30
Jul 30 earnings AXTI AXTI earnings — 2026-07-30
Jul 30 earnings BANB.SW BANB.SW earnings — 2026-07-30
Jul 30 earnings BAX BAX earnings — 2026-07-30
Jul 30 earnings BBAI BBAI earnings — 2026-07-30
Jul 30 earnings BFLY BFLY earnings — 2026-07-30
Jul 30 earnings BIIB BIIB earnings — 2026-07-30
Jul 30 earnings BIP BIP earnings — 2026-07-30
Jul 30 earnings BIPC BIPC earnings — 2026-07-30
Jul 30 earnings BTE BTE earnings — 2026-07-30
Jul 30 earnings BTE.TO BTE.TO earnings — 2026-07-30
Jul 30 earnings BTU BTU earnings — 2026-07-30
Jul 30 earnings BVN BVN earnings — 2026-07-30
Jul 30 earnings BWIN BWIN earnings — 2026-07-30
Jul 30 earnings CDNA CDNA earnings — 2026-07-30
Jul 30 earnings CLX CLX earnings — 2026-07-30
Jul 30 earnings CNK CNK earnings — 2026-07-30
Jul 30 earnings COHU COHU earnings — 2026-07-30
Jul 30 earnings COIN COIN earnings — 2026-07-30
Jul 30 earnings CORT CORT earnings — 2026-07-30
Jul 30 earnings CROX CROX earnings — 2026-07-30
Jul 30 earnings CRS CRS earnings — 2026-07-30
Jul 30 earnings CTVA CTVA earnings — 2026-07-30
Jul 30 earnings CVE CVE earnings — 2026-07-30
Jul 30 earnings CVS CVS earnings — 2026-07-30
Jul 30 earnings DAR DAR earnings — 2026-07-30
Jul 30 earnings DFTX DFTX earnings — 2026-07-30
Jul 30 earnings DRH DRH earnings — 2026-07-30
Jul 30 earnings DTM DTM earnings — 2026-07-30
Jul 30 earnings DXCM DXCM earnings — 2026-07-30
Jul 30 earnings DYN DYN earnings — 2026-07-30
Jul 30 earnings ECHO ECHO earnings — 2026-07-30
Jul 30 earnings ECHO ECHO earnings — 2026-07-30 (duplicate, superseded)
Jul 30 earnings EME EME earnings — 2026-07-30
Jul 30 earnings ENTG ENTG earnings — 2026-07-30
Jul 30 earnings EPD EPD earnings — 2026-07-30
Jul 30 earnings ERO ERO earnings — 2026-07-30
Jul 30 earnings FSLR FSLR earnings — 2026-07-30
Jul 30 earnings FTI FTI earnings — 2026-07-30
Jul 30 earnings GDRZF GDRZF earnings — 2026-07-30
Jul 30 earnings GH GH earnings — 2026-07-30
Jul 30 earnings HII HII earnings — 2026-07-30
Jul 30 earnings HOCPY HOCPY earnings — 2026-07-30
Jul 30 earnings HPS-A.TO HPS-A.TO earnings — 2026-07-30
Jul 30 earnings HYMC HYMC earnings — 2026-07-30
Jul 30 earnings IBIDF IBIDF earnings — 2026-07-30
Jul 30 earnings ILMN ILMN earnings — 2026-07-30
Jul 30 earnings KBR KBR earnings — 2026-07-30
Jul 30 earnings KKR KKR earnings — 2026-07-30
Jul 30 earnings KLAC KLAC earnings — 2026-07-30
Jul 30 earnings LTH LTH earnings — 2026-07-30
Jul 30 earnings MA MA earnings — 2026-07-30
Jul 30 earnings MATX MATX earnings — 2026-07-30
Jul 30 earnings MLM MLM earnings — 2026-07-30
Jul 30 earnings MPWR MPWR earnings — 2026-07-30
Jul 30 earnings MSI MSI earnings — 2026-07-30
Jul 30 earnings MSTR MSTR earnings — 2026-07-30
Jul 30 earnings MTD MTD earnings — 2026-07-30
Jul 30 earnings MTZ MTZ earnings — 2026-07-30
Jul 30 earnings NCLH NCLH earnings — 2026-07-30
Jul 30 earnings NEOG NEOG earnings — 2026-07-30
Jul 30 earnings NET NET earnings — 2026-07-30
Jul 30 earnings NGKIF NGKIF earnings — 2026-07-30
Jul 30 earnings NXT NXT earnings — 2026-07-30
Jul 30 earnings OWL OWL earnings — 2026-07-30
Jul 30 earnings PWR PWR earnings — 2026-07-30
Jul 30 earnings RBLX RBLX earnings — 2026-07-30
Jul 30 earnings RDDT RDDT earnings — 2026-07-30
Jul 30 earnings REGN REGN earnings — 2026-07-30
Jul 30 earnings RIOT RIOT earnings — 2026-07-30
Jul 30 earnings RIVN RIVN earnings — 2026-07-30
Jul 30 earnings SPGI SPGI earnings — 2026-07-30
Jul 30 earnings SPXC SPXC earnings — 2026-07-30
Jul 30 earnings STNG STNG earnings — 2026-07-30
Jul 30 earnings SYK SYK earnings — 2026-07-30
Jul 30 earnings TAC TAC earnings — 2026-07-30
Jul 30 earnings TEM TEM earnings — 2026-07-30
Jul 30 earnings TT TT earnings — 2026-07-30
Jul 30 earnings VLO VLO earnings — 2026-07-30
Jul 30 earnings VMC VMC earnings — 2026-07-30
Jul 30 earnings YUM YUM earnings — 2026-07-30
Jul 31 earnings ABBV ABBV earnings — 2026-07-31
Jul 31 earnings ARES ARES earnings — 2026-07-31
Jul 31 earnings AU AU earnings — 2026-07-31
Jul 31 earnings BEN BEN earnings — 2026-07-31
Jul 31 earnings BEP BEP earnings — 2026-07-31
Jul 31 earnings BEPC BEPC earnings — 2026-07-31
Jul 31 earnings BTSG BTSG earnings — 2026-07-31
Jul 31 earnings CCJ CCJ earnings — 2026-07-31
Jul 31 earnings CL CL earnings — 2026-07-31
Jul 31 earnings CVX CVX earnings — 2026-07-31
Jul 31 earnings ETN ETN earnings — 2026-07-31
Jul 31 earnings FANUY FANUY earnings — 2026-07-31
Jul 31 earnings HOCPY HOCPY earnings — 2026-07-31
Jul 31 earnings IESC IESC earnings — 2026-07-31
Jul 31 earnings IMO IMO earnings — 2026-07-31
Jul 31 earnings LIN LIN earnings — 2026-07-31
Jul 31 earnings LYB LYB earnings — 2026-07-31
Jul 31 earnings MOG-A MOG-A earnings — 2026-07-31
Jul 31 earnings MRAAY MRAAY earnings — 2026-07-31
Jul 31 earnings MRNA MRNA earnings — 2026-07-31
Jul 31 earnings NCTKF NCTKF earnings — 2026-07-31
Jul 31 earnings NVT NVT earnings — 2026-07-31
Jul 31 earnings OGN OGN earnings — 2026-07-31
Jul 31 earnings RBC RBC earnings — 2026-07-31
Jul 31 earnings TAC TAC earnings — 2026-07-31
Jul 31 earnings XOM XOM earnings — 2026-07-31
Aug 1 earnings BRK-B BRK-B earnings — 2026-08-01
Aug 3 earnings ADEA ADEA earnings — 2026-08-03
Aug 3 earnings AEIS AEIS earnings — 2026-08-03
Aug 3 earnings ALSN ALSN earnings — 2026-08-03
Aug 3 earnings ANDE ANDE earnings — 2026-08-03
Aug 3 earnings AROC AROC earnings — 2026-08-03
Aug 3 earnings ATKR ATKR earnings — 2026-08-03
Aug 3 earnings AXON AXON earnings — 2026-08-03
Aug 3 earnings AXSM AXSM earnings — 2026-08-03
Aug 3 earnings BMRN BMRN earnings — 2026-08-03
Aug 3 earnings BRBR BRBR earnings — 2026-08-03
Aug 3 earnings BWXT BWXT earnings — 2026-08-03
Aug 3 earnings CLBK CLBK earnings — 2026-08-03
Aug 3 earnings CLX CLX earnings — 2026-08-03
Aug 3 earnings CRGY CRGY earnings — 2026-08-03
Aug 3 earnings CRNX CRNX earnings — 2026-08-03
Aug 3 earnings CRSP CRSP earnings — 2026-08-03
Aug 3 earnings CTOS CTOS earnings — 2026-08-03
Aug 3 earnings DHC DHC earnings — 2026-08-03
Aug 3 earnings EC EC earnings — 2026-08-03
Aug 3 earnings ECHO ECHO earnings — 2026-08-03
Aug 3 earnings FANG FANG earnings — 2026-08-03
Aug 3 earnings ICHR ICHR earnings — 2026-08-03
Aug 3 earnings IDXX IDXX earnings — 2026-08-03
Aug 3 earnings ITGR ITGR earnings — 2026-08-03
Aug 3 earnings JAZZ JAZZ earnings — 2026-08-03
Aug 3 earnings KRYS KRYS earnings — 2026-08-03
Aug 3 earnings LIND LIND earnings — 2026-08-03
Aug 3 earnings LSCC LSCC earnings — 2026-08-03
Aug 3 earnings MAR MAR earnings — 2026-08-03
Aug 3 earnings MATX MATX earnings — 2026-08-03
Aug 3 earnings NVTS NVTS earnings — 2026-08-03
Aug 3 earnings OKE OKE earnings — 2026-08-03
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Aug 3 earnings VRTX VRTX earnings — 2026-08-03
Aug 4 earnings 5991.T 5991.T earnings — 2026-08-04
Aug 4 earnings ACLS ACLS earnings — 2026-08-04
Aug 4 earnings ADEA ADEA earnings — 2026-08-04
Aug 4 earnings ADM ADM earnings — 2026-08-04
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Aug 4 earnings ALAB ALAB earnings — 2026-08-04
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Aug 4 earnings AMD AMD earnings — 2026-08-04
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Aug 4 earnings ATOM ATOM earnings — 2026-08-04
Aug 4 earnings BALL BALL earnings — 2026-08-04
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Aug 4 earnings LDOS LDOS earnings — 2026-08-04
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Aug 4 earnings MAR MAR earnings — 2026-08-04
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Aug 5 earnings 5991.T 5991.T earnings — 2026-08-05
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Aug 5 earnings GDRZF GDRZF earnings — 2026-08-05
Aug 5 earnings GFS GFS earnings — 2026-08-05
Aug 5 earnings GLXY GLXY earnings — 2026-08-05
Aug 5 earnings GTE GTE earnings — 2026-08-05
Aug 5 earnings HCC HCC earnings — 2026-08-05
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Aug 5 earnings HUBS HUBS earnings — 2026-08-05
Aug 5 earnings ICL ICL earnings — 2026-08-05
Aug 5 earnings IFNNY IFNNY earnings — 2026-08-05
Aug 5 earnings INSW INSW earnings — 2026-08-05
Aug 5 earnings INVZ INVZ earnings — 2026-08-05
Aug 5 earnings IONQ IONQ earnings — 2026-08-05
Aug 5 earnings IONS IONS earnings — 2026-08-05
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Aug 5 earnings KLIC KLIC earnings — 2026-08-05
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Aug 5 earnings LAB LAB earnings — 2026-08-05
Aug 5 earnings LEU LEU earnings — 2026-08-05
Aug 5 earnings LFMD LFMD earnings — 2026-08-05
Aug 5 earnings LLY LLY earnings — 2026-08-05
Aug 5 earnings MARA MARA earnings — 2026-08-05
Aug 5 earnings MET MET earnings — 2026-08-05
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Aug 5 earnings NOVT NOVT earnings — 2026-08-05
Aug 5 earnings NTR NTR earnings — 2026-08-05
Aug 5 earnings NVO NVO earnings — 2026-08-05
Aug 5 earnings OSS OSS earnings — 2026-08-05
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Aug 5 earnings POWI POWI earnings — 2026-08-05
Aug 5 earnings PSX PSX earnings — 2026-08-05
Aug 5 earnings PTGX PTGX earnings — 2026-08-05
Aug 5 earnings QSI QSI earnings — 2026-08-05
Aug 5 earnings RDW RDW earnings — 2026-08-05
Aug 5 earnings RIOT RIOT earnings — 2026-08-05
Aug 5 earnings RRX RRX earnings — 2026-08-05
Aug 5 earnings RUN RUN earnings — 2026-08-05
Aug 5 earnings RVMD RVMD earnings — 2026-08-05
Aug 5 earnings RXRX RXRX earnings — 2026-08-05
Aug 5 earnings SDGR SDGR earnings — 2026-08-05
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Aug 5 earnings SHOP SHOP earnings — 2026-08-05
Aug 5 earnings SKM SKM earnings — 2026-08-05
Aug 5 earnings SMR SMR earnings — 2026-08-05
Aug 5 earnings SNDK SNDK earnings — 2026-08-05
Aug 5 earnings SOUN SOUN earnings — 2026-08-05
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Aug 5 earnings STE STE earnings — 2026-08-05
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Aug 5 earnings UBER UBER earnings — 2026-08-05
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Aug 5 earnings VECO VECO earnings — 2026-08-05
Aug 5 earnings VIAV VIAV earnings — 2026-08-05
Aug 5 earnings VPG VPG earnings — 2026-08-05
Aug 5 earnings VSAT VSAT earnings — 2026-08-05
Aug 5 earnings VSH VSH earnings — 2026-08-05
Aug 5 earnings WDC WDC earnings — 2026-08-05
Aug 5 earnings WULF WULF earnings — 2026-08-05
Aug 5 earnings WW WW earnings — 2026-08-05
Aug 5 earnings XNDU XNDU earnings — 2026-08-05
Aug 5 earnings XYZ XYZ earnings — 2026-08-05