Article

Research Log

Feb 3, 2026

Research Log — 2026-02-03

Area	Status	Headline
Paper Trading	🟢	NEW: $100k paper portfolio created. 8 starter positions ($15.7k) in oversold cloud/retail/biotech.
ACTIONS	🟢	RESTRUCTURED: Moved to dated files (actions/YYYY-MM-DD-actions.md). 14 entry zones, ZTS added.
Deep Dives	🟢	REVISED: Dated format (2026-02-03-PLTR.md). Added price tables, news patterns, ETF context, cross-refs. PLTR: sector-wide -15% selloff, fundamentals intact.
Holdings	🟢	5 buys logged: BE ($1,155), WMT ($1,281), NET add ($2,675), BTC ($1,001), ARKX ($616). Total $6,728 deployed.
Candidates	🟢	Created retail folder (18 stocks). SHOP/LULU/NKE oversold (RSI 17-24). Entry zones added.
Ideas	🟢	Cattle disease thesis VALIDATED. NWS 70mi from TX. ZTS entry zone (-5%, RSI 45). Chicken already ran.
Portfolio	🟢	Web-cloud expanded (9 stocks + ETF context). SNOW/ESTC RSI 21-22 capitulation. All 4 cloud ETFs oversold.
Scans	🟢	Cloud ETF holdings deep dive. 17/20 holdings RSI < 30. HUBS/TEAM crushed (-67-72%). FTNT only green.

Related

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Feb 3 ArticleActions & Alerts Log Feb 4 ArticleActions & Alerts Log Feb 5 ArticleActions & Alerts Log Mar 11 ScanInsider Activity Scan Feb 9 ArticleDaily Actions Feb 5 ScanInsider Activity Scan Mar 12 ScanTech Insider Buys Scan Mar 31 ScanInsider Universe Mar 10 ArticleDaily Actions

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