Article

Research Log

Feb 4, 2026

Research Log — 2026-02-04

Area	Status	Headline
System	🟢	Fixed 1d data format (was 78 intraday → now 1 daily candle), CRSP entry pricing ($45→$51.31), added price validation rules to all docs
Scans	🟢	NEW: Created 4 dated scan files: market-pulse, cloud-etfs, ai-scan, biotech-scan. All 4 cloud ETFs still oversold (RSI 14-26).
Candidates	🟢	REFRESHED: Updated all 8 theme folders (mag7, retail, web-cloud, biotech, ai-infra, energy, consumer, cloud-saas) with validated prices.
Holdings	🟢	REFRESHED: Created 2026-02-04-stocks.md. PLTR RSI 22↓, SHOP RSI 15↓ extreme. MSFT bounced +6.2% (missed entry).
Paper Trading	🟢	VALIDATED: All 4 portfolios updated with stonks prices. claude-trader +0.07%, momentum -0.03%, yolo -0.02%, signals +2.0%.
Key Signals	🟢	SHOP RSI 15↓ extreme entry. SNOW -21.6% 7D capitulating. CRM RSI 19↓. TMO RSI 25↓. Memory (MU/STX) overbought 72-77↑.
Deep Dives	🟢	PLTR comprehensive refresh with full research (no TODOs). Used all tools: stonks, Massive, Tavily, web search. RSI 22↓ oversold, -19.8% pullback.
Deep Dives	🟢	NET deep dive created. Core position -15.6% 30D, RSI 40. 119% NRR, 30.7% YoY growth, but -$710M insider selling.
Documentation	🟢	Enhanced RESEARCH-INSTRUCTIONS.md with detailed web search strategies, data transformation examples, cross-reference commands, and complete PLTR workflow example.

Related

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Feb 5 ArticleActions & Alerts Log Feb 4 ArticleActions & Alerts Log Feb 3 ArticleActions & Alerts Log Feb 5 ScanAI Scan Feb 5 ScanInsider Activity Scan Feb 2 ScanAI Universe (Expanded) Feb 9 ArticleMarket Status Report Feb 11 ArticleMarket Status Report Feb 22 ScanInsider Scan

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