Brief — Aug 3, 2026

Market pulse · 7D

Leaders and laggards

close Aug 3, 2026

743 advancing 269 declining 66.3% above the 200-day Color is 7-day price direction, not a buy or sell call.

Leaders

top 7D gainers

MVIS+1183.3%AXTI+43.4%CDNA+31.6%NEOG+27.4%GRMN+25.7%MSFT+25.3%

Laggards

top 7D losers

NAUT-39.2%INVZ-34.9%CONL-25.1%RBLX-24.3%MTZ-22.4%ALNY-20.9%

1. The Read

What happened last week

Last week was the week one leveraged book died in public, and the tape spent five sessions processing the corpse. Situational Awareness LP's forced liquidation — roughly $45B at 4x gross, unwound into a Thursday block sale to Citadel — took a third off the KOSPI and halved the memory complex before snapping back in the most violent reversal prints of the year: Korea's index rose a record +17.91% Friday, SanDisk swung from −50% peak-to-trough to +26% in a single session, and the software names the fund was short (Adobe, Salesforce, Workday) put up double-digit weeks as the shorts were bought back. The desk's read, published Friday, stands: a single-book liquidation, not a fundamental re-rate — and the VIX never confirming (it ended July lower) was the tell that the damage was one portfolio's, not the market's. Meanwhile the megacaps quietly had one of their best earnings weeks in memory: Microsoft's beat drove a +25.33% week (now RSI 78.3, +21.3% above its 20-day — extended by any measure), Amazon's +15% earnings pop carried it to within 1.1% of its 52-week high, and Alphabet followed +14.38% on the week. Strength at the top, wreckage underneath, and a record snap-back in between.

Today: the turn tried to broaden

Monday was the first session that looked like a market turn rather than a squeeze echo. SPY closed $757.67, +1.42%, RSI 59.7 with the trailing month back positive — crossing the index-momentum condition the desk's midterm-window watch seeded a week ago, its first trigger to fire. The breadth gauge flipped to broad strength the same hour, and the leadership was pure risk appetite: quantum computing +7.2% median with all thirteen names green (QBTS +10.51%, RGTI +7.16%, IONQ +6.61%), space +5.7%, alternative managers +5.2%, CoreWeave +19.49% leading the AI-infra rebound. The whiplash cohort itself kept building: SanDisk +6.03%, holding well above last week's low. The lagging side was defensive and agricultural — food security −1.5% median, Nutrien −4.5% — plus one honest counter-tell: the gold/silver ratio ticked defensive on a day nothing else did. One session proves nothing, but the shape was the one the turn-watchers wanted: breadth up, spec bid, safe havens ignored.

Tonight: Palantir answered the only question that mattered

After the close, the print this desk spent ten weeks calling "the only resolution" resolved — emphatically toward the re-rate. Q2 revenue $1.935B, +93% against a consensus of ~$1.81B; U.S. commercial revenue +149% against a bar of roughly +98%; U.S. government accelerating to +90%; GAAP net income $1.06B — a 55% margin — and guidance raised on every line: full-year revenue to +82%, U.S. commercial to +134%, adjusted free cash flow to $4.5–4.7B. Shares were reported up ~12% after hours, inside the 9–15% band the options market priced. The deceleration thesis that drove the name from $208 to a death-crossed $126 now has to explain a company that accelerated while its multiple was cut in half. An after-hours indication is not a settled price — confirmation is still settled closes above the 20- and 50-day and a higher low — but the argument is over, and the argument was the position.

This week: the heaviest print calendar of the quarter

Roughly 390 companies report in the next 72 hours. Tuesday: AMD — the marquee — with Caterpillar, McDonald's, Pfizer, Amgen, Arista, Super Micro. Wednesday is the memory thesis's own verdict day: SanDisk and Western Digital report with the forced seller gone — the cleanest pricing-power read of the cycle — alongside Disney, Lilly, Novo, Uber, Shopify, and the desk's livestock pick Elanco. Thursday: Cloudflare (after tonight's Palantir read-through, the software-growth print to watch), Datadog, Brookfield, Constellation, and the AI-infra cohort's Nebius. The week answers, in order: did the AI trade's demand hold (AMD), did memory pricing power survive the unwind (SNDK/WDC), and does growth software re-rate off Palantir's print (NET/DDOG).

Watch Tuesday: AMD after the close, and whether PLTR's after-hours move survives to a settled close above $130.49 — the 50-day, the first gate of its own confirmation sequence.

2. What Changed Since the Last Brief

Screen CROSSINGS between the previous brief's close ( Jul 31, 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 overbought (13) — LIND RSI 66.7 → 77.8, FXY RSI 69.7 → 77.2, SNOW RSI 69.8 → 74.7, OWL RSI 64.8 → 73.4, DXCM RSI 68.6 → 72.8, GRND RSI 69.8 → 72.8, ATKR RSI 47.3 → 72.6, AMP RSI 69.9 → 72.5, GSAT RSI 69.4 → 72.1, AMZN RSI 67.7 → 72, ICUI RSI 67.5 → 71.1, DRH RSI 68.8 → 71, ELVN RSI 63.4 → 70.2.

Golden crossings (3) — AVTR -0.59% → 0.59%, BND 0% → 0%, SEER -0.52% → 0%.

Death crossings (1) — ECHO 0.47% → -0.63%.

New monsters (25) — AEHR 50.6% → 71.7%, IRDM 57.3% → 59.8%, HUT 53.7% → 59.3%, OUST 36.3% → 48.2%, UMAC 35.5% → 47.5%, HUM 37.9% → 41.6%, CTOS 31.4% → 37.2%, CNC 33.5% → 36.4%, IMAX 27.8% → 35.9%, ATKR 6.1% → 35.7%, AVTR 34.7% → 33.6%, AXGN 23.9% → 33.6%, GRMN 28.9% → 33.6%, ALNT 29.7% → 33.3%, NESR 29.6% → 33%, BEN 27.4% → 32.2%, +9 more.

Newly near a 52-week high (30) — ATKR -19.08% → -0.05% from high, BLMN -6.68% → -2.59% from high, AXGN -10.1% → -2.6% from high, CNXN -5.2% → -2.95% from high, SPXL -7.02% → -3.04% from high, NSIT -5.12% → -3.11% from high, NEO -5.44% → -3.12% from high, UPRO -7.15% → -3.15% from high, TKR -6.03% → -3.16% from high, S -7.97% → -3.19% from high, TDY -5.45% → -3.29% from high, GE -5.86% → -3.55% from high, PPA -6.27% → -3.74% from high, NET -5.04% → -3.76% from high, VUG -5.86% → -3.78% from high, JETS -7.95% → -3.86% from high, +14 more.

Newly in an entry zone (1) — WMTE $110.71 · $108–111 (base first) → confirm on SMA200 reclaim $116.71.

3. Focus List

MU/SNDK aside, the quantum cluster — IONQ +6.61%, RGTI +7.16%, QBTS +10.51%, QUBT +7.9%, INFQ +11.7%, XNDU +5.11%, HQ +14.16%, ARQQ +7.71%, LAES +6.36% — the day's loudest board, every name green, every name still deeply broken on the month (−4% to −43%). A short-covering-shaped surge in a wrecked cohort: real money made today, no trend repaired yet. ARGX / ILMN — ARGX −2.7%, RSI 40.7, drifting; ILMN −3.38% today but RSI 59.3 in an uptrend — a pullback inside strength, not a break.

SparkTake

MSFT $487.65 78 +21.3% +25.3% +26.1% up the desk's only 4-of-5-bell alarm, and the week's problem child in the best way: +25.33% in 7 days to $487.65, RSI 78.3, +21.3% above its 20-day. The call is working; chasing it here buys someone else's beat. Extended names pull back to their 20-day eventually — that's the add zone, not this.

TSLA $322.08 37 -10.3% +4.2% -23.3% strong-down +3.49% today inside a collapse regime, −23.27% on the month, RSI 37. A bounce in a broken trend until proven otherwise.

NVDA $206.64 53 +1.4% +5.2% +5.7% strong-up +2.93% today back above its 20-day, RSI 53.3, still tagged pullback. Quietly constructive; AMD's print Tuesday is its read-through.

AAPL Reported 07-30 · captured $303.42 41 -6.3% -9.9% -3.0% weak-down the megacap that missed the party: −9.94% week, RSI 40.5, below its 20-day. The post-earnings hangover continues; nothing here demands action.

GOOGL $373.51 61 +7.2% +14.4% +1.9% strong-up +4.88% today, +14.38% on the week, RSI 61, golden cross intact — the healthiest-looking megacap chart of the three because it's strong *without* being stretched.

AMZN Reported 07-30 · captured $284.02 72 +15.5% +22.8% +16.3% strong-up +22.75% week, 1.1% off its 52-week high, RSI 72 on 1.89x volume. The earnings pop that reversed last cycle's "steadiest name broke" read entirely. Extended like MSFT; same discipline.

NET Reported 07-30 · captured $282.74 63 +3.9% +6.5% +14.2% strong-up +1.35% to $282.74, RSI 63.1, near its high. Reports Thursday with the Palantir tailwind at its back; the desk's paper book trimmed half its position into strength today on its own rule.

ARM $239.06 38 -12.8% -10.2% -25.8% weak-down −0.26%, RSI 37.5, −25.81% on the month. Stopped bleeding, hasn't turned. Nothing to do.

NTR $65.96 45 -2.5% -2.1% +2.2% down −4.5% today, the worst focus print of the day, as food security lagged the whole tape. RSI 45.1; the ag counter-rotation is real this week.

MU $829.50 44 -8.2% -7.8% -15.8% weak-down +0.79%, RSI 44.2, −8.2% below its 20-day. Lagging SNDK into the memory prints; the cohort question is whether Wednesday re-rates both.

SNDK $1288.03 43 -13.4% +0.8% -26.2% weak-down +6.03% today to $1288.03, holding far above last week's forced-selling low. RSI 43.2 recovering, still −13.4% below its 20-day. Wednesday's print is the thesis test — pricing power with the seller gone.

OUST $42.48 54 +9.8% +20.9% -14.8% strong-up +8.9% today, +20.89% week, RSI 53.8, back above its 20-day — the strongest structural turn in the spec book.

IONQ $38.85 47 +3.9% +8.2% -20.5% down down · collapse

RGTI $16.02 49 +5.1% +2.4% -10.8% strong-down strong-down · downtrend

QBTS $19.98 52 +8.9% +2.4% -11.4% strong-down strong-down · downtrend

QUBT $8.74 53 +7.7% +9.8% -6.7% strong-down strong-down · downtrend

INFQ $10.98 51 +9.0% +12.5% -10.9% neutral neutral · too-young

XNDU $11.31 51 +5.5% +10.9% -4.0% neutral neutral · too-young

HQ $13.79 41 -21.8% +11.0% -43.1% neutral neutral · too-young

ARQQ $18.45 50 +2.4% +1.5% -16.6% strong-down strong-down · downtrend

LAES $2.51 44 -2.4% +1.2% -16.3% strong-down strong-down · downtrend

PL $21.53 38 -7.3% +2.5% -30.2% down +5.13% inside a collapse regime, −30.23% on the month. Riding the space-board bid; the trend is still down.

ARGX $830.79 41 -5.4% -6.5% -9.4% weak-down weak-down · pullback

ILMN Reported 07-30 · captured $198.16 59 +2.8% +4.6% +2.0% strong-up strong-up · uptrend

The desk's takes cover 13 of 24 names; the rest show the mechanical tape state. 2 authored takes matched no row (MU/SNDK ASIDE, THE QUANTUM CLUSTER, ARGX / ILMN) — kept in the chapter text above.

4. Sector Scorecard

Technology (broad) — +1.08% sector median, 148 up / 68 down. Healthy, not euphoric.

FundsAssessment

Canadian OG 45–61 inflow +9.8% — —

China Tech 43–79 inflow +9.1% KWEB FXI —

Alt Managers 54–73 inflow +8.1% — +5.2% median, 0 red, but every name death-crossed with RSI in the 60s–70s — an overbought bounce against broken structure; the short-seller persona passed on it today for exactly that reason.

Cloud SAAS 56–75 inflow +8.0% WCLD CLOU SKYY —

Web Cloud 49–75 inflow +6.7% SKYY —

Cloud ETFS 64–69 inflow +6.5% WCLD IGV CLOU —

Government Compute 47–62 inflow +6.3% — —

Geopolitical 31–72 inflow +5.3% USO GLD SLV —

Trace Iran War Second And Third Order Effects 46–64 inflow +4.7% — —

Lazarus 47–73 inflow +4.0% — —

Financials 41–72 inflow +3.5% — —

Consumer 45–73 inflow +3.2% — —

Copper 52–60 inflow +2.8% COPX —

Volume Setups 43–69 inflow +2.8% USO —

Livestock Disease 36–73 inflow +2.2% — —

Travel Leisure 33–67 neutral +1.8% JETS —

Mag7 37–78 neutral +1.7% MAGS —

Tech Insider Buys 33–78 neutral +1.4% — —

Trace Glp1 Manufacturing 52–69 neutral +1.1% — —

Watchlist n/a neutral +1.1% — —

Retail 43–69 neutral +0.4% — —

Healthcare 41–70 neutral +0.1% — —

Healthcare Scan 41–70 neutral +0.1% — —

Consumer Staples 46–62 neutral +0.1% — —

Defensive 41–69 neutral -0.3% — —

Cybersec 42–65 neutral -0.3% — —

War Sensitivity 41–78 neutral -0.5% COPX JETS USO —

Escalation 30–68 neutral -0.7% — —

Tech 41–78 neutral -0.7% XLK —

Bargain Bin 33–78 neutral -0.8% — —

Macro Commodities 37–77 neutral -0.8% USO GLD SLV —

Cultural Thesis 37–69 neutral -1.0% — —

Food Security 32–54 neutral -1.0% — −1.5% median, 8 of 10 red, NTR −4.5%. The one board rotating *out* while everything else rotated in.

Biotech Capital Cycle 22–73 neutral -1.1% XBI —

Trace Lng Liquefaction Shipping And Regasification 49–68 neutral -1.8% — —

Chemicals 30–62 outflow -2.4% — —

Faang 41–72 outflow -2.5% — —

Defense Contractors 39–72 outflow -2.7% — —

ETF Ideas 29–71 outflow -3.2% QQQM QQQ VOO —

Airlines 51–61 outflow -3.4% JETS —

AI 33–78 outflow -3.4% SMH BOTZ ROBO —

AI Infrastructure 34–68 outflow -3.5% SMH —

Biotech Scan 27–76 outflow -5.6% XBI LABU —

Crypto 37–66 outflow -6.2% IBIT GBTC —

Peptide Economy 39–59 outflow -6.3% — —

Watching 39–68 outflow -6.9% — —

Nuclear Fuel Cycle 42–58 outflow -7.8% URA —

Drone Defense 37–72 outflow -8.2% — —

Robotics 27–92 outflow -8.8% BOTZ ROBO —

Nearline Storage 35–55 outflow -8.9% DISK —

Ark 45–54 outflow -8.9% ARKK ARKW ARKG —

Energy 36–59 outflow -9.7% — +1.10% median; the refiner calls (PSX +16.3% 30d, VLO +14.2% 30d) keep working; PSX reports Wednesday.

AI Infra 36–72 outflow -10.2% SMH —

IBB 27–76 outflow -11.0% — —

EV Clean Energy 37–68 outflow -11.6% LIT TAN ICLN —

Optical Supply Chain 22–56 outflow -11.9% LAZR —

Spacex S1 Supply Chain 35–72 outflow -11.9% ARKX —

Biotech 34–69 outflow -12.0% XBI —

Humanoid Robotics 40–52 outflow -12.1% BOTZ —

Grid Buildout 32–60 outflow -12.3% — —

Quantum Computing 41–53 outflow -12.3% CQTM QTUM WQTM +7.2% median, 0 of 13 red — the day's board. Squeeze-shaped: every name still down double digits on the month. Rent it, don't own it, until a 20-day reclaim sticks.

AI Power 35–68 outflow -12.6% WGMI —

Semis 33–53 outflow -13.2% SMH SOXX —

WFE Test Metrology 37–51 outflow -14.0% — —

Supply Chain Traces 37–63 outflow -14.6% — —

CPU Shortage Supply Chain 37–49 outflow -18.6% SMH —

Memory 37–49 outflow -20.5% DRAM DISK SNDK +6.03%, MU +0.79%, SKHY cohort mixed — coiling into Wednesday's SNDK/WDC prints. The week's most binary board.

Space 36–72 outflow -22.1% ARKX +5.7% median, 0 red. Same shape as quantum, slightly better structure (OUST actually reclaimed its 20-day).

The desk's assessments cover 6 of 68 lanes. 1 authored assessment matched no lane (technology (broad)) — kept in the chapter text above.

5. The Wild & Whacky

A 2x inverse SK Hynix ETF lost ~60% in one day when the squeeze snapped back — the retail echo of the unwind, and the week's best argument against leveraged single-name products (first flagged in @fintergirl's Korean-retail thread). Horizon Quantum rose +14.16% today; it's still down 43% on the month. The quantum board in one line. CoreWeave gained +19.49% in a session — for a stock that IPO'd as the picks-and-shovels of AI compute, it trades like the shovel is attached to a pogo stick. Palantir's GAAP net margin printed 55% — a software company earning like a payments monopoly, one quarter after the market priced it for deceleration.

6. Three Things

Palantir ended the argument. Ten weeks of "only the print resolves it" resolved in one release: +93% revenue, +149% U.S. commercial, guidance raised on every line, ~+12% after hours. The deceleration case that cut the stock in half now has to explain an acceleration.
The turn tried to broaden. SPY's month went positive with RSI near 60, breadth flipped to broad strength, and the beaten-down spec boards ran green across every name — the first session since the July unwind that looked like a market turn instead of a squeeze echo. One session, one trigger; the confirming dominoes (small caps leading, fear disarming) haven't fallen yet.
The next 72 hours decide if any of it sticks. ~390 prints by Thursday: AMD Tuesday tests AI demand, SanDisk/Western Digital Wednesday test memory pricing power with the forced seller gone, Cloudflare/Datadog Thursday test whether growth software re-rates off Palantir's number.

7. Big Picture

The July story was one leveraged book dying — a $45B fund at 4x gross forced out of concentrated AI longs and software shorts, taking a third off the KOSPI and halving the memory complex on its way to a Thursday block sale. The August story, one session old, is what grows back in the crater. Monday's answer was tentative but legible: the index turned first (SPY's month back positive), the most-wrecked cohorts bounced hardest (quantum +7.2%, space +5.7% — squeeze-shaped, not trend-shaped), the megacap earnings winners held their gains, and safe havens found no bid. Tonight's Palantir print then supplied the thing bounces usually lack: a fundamental fact. If the prints this week keep confirming — AMD, the memory pair, the software cohort — the July damage reads as the liquidation the desk called it, and the re-rate question moves name by name. If they don't, Monday was short-covering with good lighting. The desk's posture is unchanged either way: entries are conditions (bases, reclaims, higher lows), not celebrations.

8. Front Page

Three acts in one Monday. Act one: the first session since the July unwind that looked like a market turn instead of a squeeze echo — SPY +1.42% to $757.67 with the month back positive, breadth flipping to broad strength, and the beaten-down spec boards (quantum, space) running green across every name. Act two, after the close: Palantir printed the quarter this desk spent ten weeks calling the only resolution — revenue +93%, U.S. commercial +149%, guidance raised everywhere, shares ~+12% after hours. Act three starts tomorrow: roughly 390 companies report by Thursday, headlined by AMD Tuesday and the memory thesis's verdict prints — SanDisk and Western Digital — Wednesday. The week decides whether tonight's answer generalizes.

Monster Watch · 184 of 1060 tracked names

MVIS+383% vs 200d MAAS+128% vs 200d CDNA+127% vs 200d CHRN+105% vs 200d TXG+100% vs 200d DELL+100% vs 200d DFTX+97% vs 200d ORKA+92% vs 200d TWST+91% vs 200d BFLY+88% 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.

Canadian OG Inflow +10.7% 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… China Tech Inflow +9.9% 30D Chinese internet and platform leaders with broad mainland, Hong Kong, and technology ETF exposure. Alt Managers Inflow +8.9% 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 SAAS Inflow +8.9% 30D Cloud/SaaS survivors - AI monetization plays. Profitable leaders + high-growth candidates. Web Cloud Inflow +7.6% 30D Web/Cloud Infrastructure - Edge computing, CDN, databases, data platforms, observability Cloud ETFS Inflow +7.4% 30D Cloud ETFs - contrarian SaaS thesis. AI accelerates SaaS, survivors will consolidate. Government Compute Inflow +7.1% 30D Federal IT and mission-software contractors spanning data platforms, consulting, cybersecurity, and defense intelligence. Geopolitical Inflow +6.2% 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… Trace Iran War Second And Third Order Effects Inflow +5.6% 30D Second- and third-order Iran-war exposures across shipping, insurance, pharmaceutical inputs, rare earths, and fertilizer. Research trace from 2026-04-12 with 1 unanimous and 3 strong-convergence findings. Lazarus Inflow +4.8% 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… Financials Inflow +4.3% 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),… Consumer Inflow +4.0% 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),… Copper Inflow +3.7% 30D Copper miners and broad copper funds tracking electrification, grid, construction, and data-center demand. Volume Setups Inflow +3.6% 30D Stocks in established uptrends that remain near a volume shelf and are showing constructive participation. Refreshed on demand and merged across runs. Livestock Disease Inflow +3.1% 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… Travel Leisure Neutral +2.6% 30D Travel & leisure — war-ends playbook beneficiary. Oil drop → travel cost reduction, pent-up demand, cruise recovery. Mag7 Neutral +2.5% 30D Magnificent 7 - The seven largest US tech companies Tech Insider Buys Neutral +2.3% 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… Trace Glp1 Manufacturing Neutral +2.0% 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… Watchlist Neutral +1.9% 30D Retail Neutral +1.2% 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) Healthcare Neutral +1.0% 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 Neutral +1.0% 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… Consumer Staples Neutral +1.0% 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… Defensive Neutral +0.6% 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… Cybersec Neutral +0.5% 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… War Sensitivity Neutral +0.4% 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).… Escalation Neutral +0.1% 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… Tech Neutral +0.1% 30D Big Tech Bargain Bin Neutral +0.1% 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,… Macro Commodities Neutral 0.0% 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),… Cultural Thesis Neutral -0.2% 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… Food Security Neutral -0.2% 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… Biotech Capital Cycle Neutral -0.3% 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 Regasification Neutral -0.9% 30D LNG supply-chain bottlenecks across liquefaction, shipping, and regasification. Research trace from 2026-04-12 with 2 unanimous and 2 strong-convergence findings. Chemicals Outflow -1.5% 30D Chemicals & specialty materials — industrial cycle, energy input costs, diversified chemical producers. Faang Outflow -1.7% 30D FAANG - Facebook (Meta), Apple, Amazon, Netflix, Google Defense Contractors Outflow -1.8% 30D Defense contractors - ETFs (ITA aerospace/defense, PPA aerospace/defense, DFEN 3x defense). Lockheed Martin, RTX (Raytheon), Northrop Grumman, General Dynamics, L3Harris, Boeing. ETF Ideas Outflow -2.4% 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,… Airlines Outflow -2.6% 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… AI Outflow -2.6% 30D AI Infrastructure Outflow -2.7% 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… Biotech Outflow -4.8% 30D Biotech - pharma innovation (LLY), lab tools (TMO), mRNA (MRNA), gene editing (CRSP, NTLA, VRTX), immunotherapy (IBRX) Crypto Outflow -5.4% 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) Peptide Economy Outflow -5.5% 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.… Watching Outflow -6.0% 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… Nuclear Fuel Cycle Outflow -7.0% 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… Drone Defense Outflow -7.3% 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… Robotics Outflow -7.9% 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 -8.0% 30D High-capacity storage makers and upstream media and component suppliers serving hyperscale and AI data centers. Ark Outflow -8.1% 30D ARK Invest ETFs - tracking Cathie Wood's funds Energy Outflow -8.8% 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. AI Infra Outflow -9.3% 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… IBB Outflow -10.1% 30D Biotechnology cohort spanning large-cap therapeutics, rare disease, gene editing, diagnostics, life-science tools, and CROs. EV Clean Energy Outflow -10.8% 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… Optical Supply Chain Outflow -11.0% 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… Spacex S1 Supply Chain Outflow -11.1% 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. Biotech Outflow -11.1% 30D Biotech - pharma innovation (LLY), lab tools (TMO), mRNA (MRNA), gene editing (CRSP, NTLA, VRTX), immunotherapy (IBRX) Humanoid Robotics Outflow -11.3% 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… Grid Buildout Outflow -11.4% 30D Transformer, switchgear, electrical-equipment, and engineering contractors exposed to transmission and data-center grid buildout. Quantum Computing Outflow -11.4% 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 —… AI Power Outflow -11.8% 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,… Semis Outflow -12.4% 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… WFE Test Metrology Outflow -13.1% 30D Semiconductor wafer-fab equipment, process control, metrology, test, packaging, and materials suppliers. Supply Chain Traces Outflow -13.8% 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… CPU Shortage Supply Chain Outflow -17.8% 30D AI compute shortage supply chain across CPUs, high-speed connectivity, assembly and test, and semiconductor baskets. Memory Outflow -19.6% 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 -21.2% 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…

9. Market Vibe

Risk-on with a defensive whisper. The day's leadership was the wrecked stuff — quantum +7.2% median (0 of 13 red), space +5.7%, alt managers +5.2% — which is what short-covering and bottom-fishing look like, not repaired trends. The megacap winners are extended (MSFT +21.3% above its 20-day, AMZN RSI 72), the losers stabilized (SNDK +6.03%, TSLA +3.49% inside a collapse tag), and the only things falling were defensive: food security −1.5% median, Nutrien −4.5%, with the gold/silver ratio ticking defensive as the lone counter-tell. Fear gauges quiet, safe havens ignored. The vibe: the market wants the turn to be real and is paying up for the proof.

10. Key Signals

The midterm-window watch fired its first trigger — SPY RSI 59.7 with a positive trailing month crossed the index-turn condition on the settled close, the same hour the breadth gauge flipped mixed → broad_strength. Escalates the weekly turn-read to daily attention; small-caps-lead and fear-disarms are the next dominoes, and neither fired today. (Signal of record: the August 3 breadth-turn note.)
MSFT sits at 4 of 5 bells — research, trigger, tape, and regime lit — the only alarm-grade call on the board, with the tape now extended enough that the bell-count argues patience, not chase.
LEU crossed its entry trigger ($184.76 ≥ $177) and was converted into the paper conviction book on its standing power-squeeze call — the pipeline's convert-or-pass rule, exercised.
CEG, LEU, NVDA each reached 3 bells on convergence — below the alarm bar, on the watch ledger.
PLTR's calendar event is filled with the reported print (revenue $1.935B, +93%; EPS $0.41 GAAP) pending the 10-Q reconciliation.

Recorded signals · 61

DGII: pullback → uptrendERO: downtrend → pullbackHII: collapse → pullbackKOD: pullback → uptrendLAD: uptrend → breakoutMBIN: basing → uptrendMSFT: 4CCJ: 3CEG: 3LEU: 3NTLA: 3NVDA: 3NVDA: 3PANW: 3PL: 3STX: 3WDAY: 3ZM: 3ABCL: 2ARM: 2CBRS: 2CEG: 2CRDO: 2CVX: 2

11. Paper Report Card

The books had opinions today. yolo took its first partial profit of the cycle — sold half its Cloudflare position at $282.74 for +$767 realized (+19.2%) on the partial-profit rule, keeping the rest for the Thursday print. The conviction book added one unit of Centrus at $184.76 on its in-zone trigger (eight open positions, $56.7K cash). autotrade ran a clean cycle and honestly declined to act — its regime gate wanted fresh bullish confirmation that a one-day turn doesn't provide (verify pass: 5-for-5 logic parity, no fills, book flat). The Tier A personas looked and mostly passed: momentum found no reversal-confirmed structure in the day's squeeze boards, swing-kid found no breakout with volume (GOOGL's +4.88% came on only 1.27x), degen skipped a same-day AAOI scalp rather than hold a binary print inside its 48-hour window, and the short-seller declined to short an accelerating rally — four disciplined passes and one trim, which is what a look is supposed to produce on a day like this.

yolo $112,395 +12.4% 10 open · updated 2026-08-03

claude trader $108,374 +8.4% 25 open · updated 2026-08-03

bench signals $52,674 n/a 51 open · updated 2026-07-31

12. Active Perspectives

midterm-window — first trigger fired (above); posture stays flat-with-triggers. One index cross is Branch-A consistent, not confirmed.
memory-supercycle — the whole thesis walks into Wednesday's SanDisk/Western Digital prints with the forced seller gone. SNDK +6.03% today, MU +0.79%; the cohort question is pricing power, and the answer arrives at the prints.
The whiplash aftermath (one-seller anatomy, published Friday) — the base-or-fade test continues: SNDK, NBIS, and the Korea complex all held or built today. Thursday's block buyer (Citadel) redistribution flow remains the standing cap on rallies in those names.
ai-power-bottleneck — LEU's conversion is this lane acting; CEG (3 bells) reports Thursday.
Energy/refiners vertical — the calls keep working (PSX +16.3% on the month, VLO +14.2%); PSX reports Wednesday.

AI Power Bottleneck — Watts Per Rack + Generation-Side active high latest 2026-07-31

AI Power Delivery — The 30% Parasitic Loss active high latest 2026-07-31

Gulf Infrastructure Strike Scenario monitoring low latest 2026-07-31

Risk-On Tech Rotation — Concentrated Mega-Cap + AI Supercycle monitoring low latest 2026-07-31

The Gold Anomaly — Broken Safe Haven monitoring low latest 2026-07-31

AI Optical Supercycle — Wave-Curve Rotation monitoring high latest 2026-07-31

US Energy Dominance — Blockade as Leverage (absorbed iran-war-oil) monitoring critical latest 2026-07-31

Memory Supercycle — DRAM/NAND/HBM Structural Tightness active high latest 2026-07-31

SpaceX IPO Liquidity Event — $40-80B Drained from Markets, June 12 2026 monitoring high latest 2026-07-31

Nearline HDD Storage — Density-Led Oligopoly (allocated through 2027) monitoring medium latest 2026-07-31

Livestock Disease — New World Screwworm → Cattle-Supply Shock & Protein Rotation monitoring medium latest 2026-07-31

Biotech Capital Cycle — AI-Bio Platforms & Lab-Tools/CRO Picks-and-Shovels (IPO-Window Levered) monitoring medium latest 2026-07-31

Nuclear Fuel Cycle — AI-Driven Nuclear Demand (enrichment chokepoint + utility cash-flow) active medium latest 2026-07-31

CPU Shortage Supply Chain — Datacenter CPU Allocation + ABF Substrate Bottleneck monitoring high latest 2026-07-31

China Structural Discount — Multiple-Capped, Not Earnings-Capped (VIE / CCP / Macro Triptych) monitoring medium latest 2026-07-31

AI Capex Digestion — the Crowded-Trade Unwind active high latest 2026-07-31

Physical AI / Robotics — Arms-Dealers Over Moonshots (the Embodied-AI Rotation) active medium latest 2026-07-31

Quantum Computing — The Sovereign-Catalyst Trade (Basket-First, Lottery Underneath) monitoring medium latest 2026-07-31

AI Mega-IPO Liquidity Regime — Index Plumbing, Lockups, and the Issuance Bell monitoring medium latest 2026-07-31

Trump Policy Ticker Catalysts — Source-Tier Event Study monitoring low latest 2026-07-31

The Midterm Window — Q4 Turn Watch active medium latest 2026-07-31

13. Scan Dashboard

Not applicable — Monday flagship built on the 2026-07-31 EOW full-scan corpus; today's pass was the daily. The scan dashboard of record is in the July 31 brief.

14. Scan Summary

Not applicable — no scan ran today; the daily pipeline refreshed the full universe (1,056 symbols, settled 2026-08-03 close) and the EOW scan corpus (July 31) remains the standing scan of record.

15. What I'd Tell a Friend

The unwind is over; the argument now is about follow-through. Nothing that ripped today is an entry — the quantum and space boards are squeeze bounces inside broken trends, and the megacap winners (MSFT +21% above its 20-day) are extended enough that chasing buys someone else's earnings pop. The entries this week are conditions, not prices: SanDisk if Wednesday's print confirms pricing power and the name holds its higher low; Cloudflare and the growth-software cohort if Thursday's prints validate what Palantir just showed; the broad turn if small caps start leading and the fear gauges disarm (they haven't yet — one index trigger fired, the rest are quiet). And one discipline note from tonight: an after-hours pop is an indication, not a close. Every confirmation this desk tracks is written against settled prices, and the settled tape gets its say tomorrow at 9:30. The one thing to watch: AMD after Tuesday's close — it decides whether the AI-demand story that Palantir just re-lit spreads to the silicon.

Today's Actions · 39 HOOD $90.34 · RDDT $154.71 · COIN $146.50

exit · 3

HOOD $90.34 breaking down — -5.5% this week, 41.3% off its 52-week high despite a +4.4% bounce today

RDDT $154.71 breaking down — -13.7% this week, 45.3% off its 52-week high despite a +10.0% bounce today

COIN $146.50 breaking down — -12.5% this week, 63.6% off its 52-week high despite a +0.2% bounce today

entry · 36

AMZN breaking out 1.1% off its 52-week high after a +22.8% week

SNOW breaking out 2.5% off its 52-week high after a +12.7% week — a +113% three-month run, not a one-week pop

ITGR breaking out 0.9% off its 52-week high after a +25.2% week — a +48% three-month run, not a one-week pop

CRM coming into play — 30.9% off its 52-week high with the tape turning up (+7.1% this week)

BABAE coming into play — 33.9% off its 52-week high with the tape turning up (+10.7% this week)

ADBE coming into play — 32.2% off its 52-week high with the tape turning up (+5.7% this week)

MSFT $442 watch-grade call — 4 of 5 bells lit (research, trigger, tape, regime); trigger at $442 trend-hold

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

CEG $269 watch-grade call — 3 of 5 bells lit (research, trigger, regime); trigger at $269 trend-hold

LEU $177 watch-grade call — 3 of 5 bells lit (research, trigger, regime); trigger at $177 trend-hold

NVDA $209.81 watch-grade call — 3 of 5 bells lit (research, tape, regime); trigger at $209.81 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

AAPL no setup today — drifting down, -9.9% this week, 11.9% off its 52-week high

ARGX no setup today — drifting down, -6.5% this week, 12.9% off its 52-week high

ARM no setup today — drifting down, -10.2% this week, 47.2% off its 52-week high trend-hold

ARQQ no setup today — under pressure, +1.5% this week, 70.2% off its 52-week high

GOOGL no setup today — still in trend, +14.4% this week, 8.6% off its 52-week high

HQ no setup today — moving sideways, +11.0% this week, 69.4% off its 52-week high

INFQ no setup today — moving sideways, +12.5% this week, 48.4% off its 52-week high

IONQ no setup today — moving sideways, +8.2% this week, 54.1% off its 52-week high

LAES no setup today — under pressure, +1.2% this week, 71.2% off its 52-week high

MU no setup today — drifting down, -7.8% this week, 33.9% off its 52-week high trend-hold

NET no setup today — still in trend, +6.5% this week, 3.8% off its 52-week high

NTR no setup today — moving sideways, -2.1% this week, 22.7% off its 52-week high

OUST no setup today — still in trend, +20.9% this week, 33.4% off its 52-week high

QBTS no setup today — under pressure, +2.4% this week, 57.3% off its 52-week high

QUBT no setup today — under pressure, +9.8% this week, 66.2% off its 52-week high

RGTI no setup today — under pressure, +2.4% this week, 72.5% off its 52-week high

SNDK no setup today — drifting down, +0.8% this week, 45.3% off its 52-week high trend-hold

TSLA no setup today — under pressure, +4.2% this week, 35.4% off its 52-week high

XNDU no setup today — moving sideways, +10.9% this week, 73.3% 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: 36, pullback: 104, uptrend: 100, downtrend: 5.
Latest transition batch: 2026-07-31 vs 2026-07-30; 13 confirmed state-to-state flips, 4 entries, 0 exits.
Confirmed flips: $ACHC uptrend -> pullback; $ANDE basing -> pullback; $BKD uptrend -> pullback; $CAKE uptrend -> parabolic; $CECO pullback -> downtrend; $CLDX pullback -> uptrend.
Notable entries: $AGM -> uptrend; $CDNA -> uptrend.

Cross-sector Rotation

Money rotating INTO Canadian OG (RS +9.8, 71% strong-up), China Tech (RS +9.1, 13% strong-up), Alt Managers (RS +8.1, 0% strong-up) — OUT OF Space (RS -22.1), Memory (RS -20.5), CPU Shortage Supply Chain (RS -18.6). Benchmark SPY +0.8% 30d. ⚡ EMERGING (turning up before the trailing board): Tech (accel +8.2, 50% up), Airlines (accel +6.3, 100% up), Mag7 (accel +6.2, 63% up), Tech Insider Buys (accel +5.5, 60% up), Cybersec (accel +5.3, 91% up).
⚡ Front-run (emerging, turning up before the trailing board): Tech (accel +8.2, 50% up); Airlines (accel +6.3, 100% up); Mag7 (accel +6.2, 63% up); Tech Insider Buys (accel +5.5, 60% up); Cybersec (accel +5.3, 91% up).
Leadership shifts since last run: China Tech (new-leader); Alt Managers (new-leader); Trace Iran War Second And Third Order Effects (lost-leadership); Government Compute (lost-leadership); CPU Shortage Supply Chain (new-laggard); Memory (new-laggard); Quantum Computing (left-laggards); WFE Test Metrology (left-laggards).

Volatility Gate

VIX 15.86 (CALM) · 1d -0.8%. 😴 VIX CALM — 15.86 (<16). Complacent; no fear discount available.
No fire-sale trigger (rule: >=30% one-day spike is the trigger; the level alone is context).
Credit tape (7d): HYG +0.1% · LQD -0.4% · IEF -0.5% — the flush-vs-break discriminator: orderly credit means the selling is positioning, not a credit event.

The Prints

$BRK-B — The report landed around 2026-08-01, 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 +0.3% (close before → first close after).

Upcoming Prints (next 72h)

2026-08-04 — $AMD, $SPCX, $CAT, $5991.T, $MCD, $MAR, $ETN, $ANET +90 more
2026-08-05 — $SNDK, $WDC, $LLY, $5991.T, $SHOP, $FTNT, $CRCL, $DIS +120 more
2026-08-06 — $6324.T, $NBIS, $MCD, $DDOG, $AAOI, $RKLB, $GILD, $CIFR +119 more

Tripwires

Tripwires: no new trips since the 2026-08-03 duty pass.

Desk Calls

Ticker	Stance	Entry	Review-by	30d vs SPY
$CVX	watch	strongest RSI in the upstream cohort (67.2) — hold above the 20-day (~$185.34) to…	2026-09-11	pending
$GLD	watch	this is a signal to watch, not a trade — a reclaim of the 20-day (~$373.15) would be…	2026-09-11	pending
$HAL	avoid	not a trend-hold candidate yet — wait for a base and a reclaim of the 50-day…	2026-09-11	pending
$PSX	watch	RSI is a hair under overbought (69.7) — wait for a pullback to the 20-day (~$200.76)…	2026-09-11	pending
$USO	watch	the -5.5% weekly pullback holds above the 20-day (~$121.96) — a normal pullback…	2026-09-11	pending
$VLO	watch	same setup as PSX — a pullback to the 20-day (~$295.63); note this row is one…	2026-09-11	pending
$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 (in zone)	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
$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 (overdue)	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).

𝕏 @fintergirl — Korean retail's 2x inverse SK Hynix ETF lost ~60% in one day when the squeeze snapped back $EWY $SKHY · link
- The retail echo of the fund unwind: forum traders flipped to 2x inverse ETFs mid-crash to ride the downside, then SK Hynix limit-upped 30% on the KOSPI's record Friday and the inverse products lost ~60% in a session. Leverage got carried out on both sides of the same week — the same both-directions-forced signature as…
𝕏 @gabriel_horwitz — Korea's 'ants': the generation that turned the stock market into its housing fund $EWY · link
- The structural why behind Korea's record margin debt: roughly 14 million retail traders — in a country of 52 million — using the market as a substitute wealth ladder after housing became unreachable. The margin fuel that made Friday's record +17.91% snap possible was building for years before one fund's liquidation li…
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.…

Filings

NEW: $QBTS 8-K filed 2026-08-03 (period 2026-08-03)
NEW: $HQ 6-K filed 2026-08-03 (period 2026-08-03)
NEW: $ARGX 6-K filed 2026-08-03 (period 2026-08-03)
NEW: $BNTX 6-K filed 2026-08-03 (period 2026-08-03)
NEW: $PLTR 8-K filed 2026-08-03 (period 2026-08-03)
NEW: $POET 6-K filed 2026-08-03 (period 2026-08-03)
Last 14 days: $QBTS 8-K (2026-08-03); $HQ 6-K (2026-08-03); $ARGX 6-K (2026-08-03); $BNTX 6-K (2026-08-03); $PLTR 8-K (2026-08-03); $POET 6-K (2026-08-03); $AAPL 10-Q (2026-07-31); $AMZN 10-Q (2026-07-31); ….

Breadth And Movers

Price truth: *; primary summary date 2026-08-03. Row dates: 2026-08-03: 1783, 2026-07-31: 45, 2026-07-30: 2, 2026-07-17: 1, 2026-07-16: 1, 2026-06-29: 1.

Summary coverage: 1783/1833 rows at 2026-08-03; 1016 unique symbols after de-duplication.
Unique-symbol breadth: 740 up, 268 down, 8 flat; median 1D change +1.5%.
Market-pulse breadth: 30 up, 11 down, 0 flat; median 1D change +0.5% 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
$CRWV	+19.5%	+21.1%	-0.8%	52.7	strong-down	$85.76	ai-power
$TE	+18.5%	+0.8%	-42.9%	39.8	down	$4.94	ev-clean-energy
$AAOI	+16.9%	+12.7%	-10.7%	48.0	weak-down	$110.21	monster-discoveries
$BFLY	+15.6%	+16.3%	-0.1%	59.1	strong-up	$8.22	monster-discoveries
$AEHR	+14.7%	+18.4%	+26.8%	54.7	strong-up	$91.71	monster-discoveries

Top laggards by 1D change (same filter):

Symbol	1D	7D	30D	RSI	Signal	Price	Source
$SSPC	-11.3%	-3.8%	+81.2%	62.2	neutral	$20.56	etf-ideas
$KRYS	-8.4%	-11.2%	-16.6%	37.6	weak-down	$312.57	monster-discoveries
$MAR	-7.0%	-9.5%	-8.7%	32.9	Oversold	$346.83	travel-leisure
$EBAY	-6.0%	-5.4%	-5.8%	40.6	weak-down	$107.13	holdings-stocks
$MPWR	-5.7%	+0.4%	-0.1%	48.3	weak-down	$1344.37	ai-power

Targets In Zone

Target	Anchor date	Tickers	Mechanical status	Level
CEG — Desk Call Target (2026-07-17)	2026-07-17	$CEG	AT THE LINE - CEG $262.75 sits essentially at its 50-day ($263.20, -0.2%), RSI…	base under the 50-day (~$269), then a reclaim that holds with a higher low
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
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;…
CRWD — Entry-Zone Target (2026-06-25 full-scan anchor)	2026-06-25	$CRWD	AT THE LINE - CRWD $190.86 sits essentially on its 20-day ($192.25, -0.7%),…	$168.70 constructive flag → add on the SMA20 reclaim (~$173.25) —…
GEV — Entry-Zone Target (R33, 2026-06-18 anchor)	2026-06-22	$GEV	IN ZONE - GEV $990.29 is inside the [$960.00-$1,010.00] entry zone. RSI 46.3,…	$960-$1010
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)
COST entry-zone - $920-$960	2026-05-29	$COST	IN ZONE - COST $951.89 is inside the [$920.00-$960.00] entry zone. RSI 51.9,…	$920-$960

Convergence Leaders

Stocks in projection: 588; convergentCount 3; divergentCount 11.

Symbol	Score	Scans	Bull	Neutral	Latest signal date
$FTNT	4	4	2	2	2026-07-31
$BESIY	4	3	2	1	2026-07-31
$SBUX	4	3	3	0	2026-07-31
$GILD	4	2	2	0	2026-07-31
$CROX	3	3	3	0	2026-07-31
$OKTA	3	3	2	1	2026-07-31
$CRSR	3	2	2	0	2026-07-31
$ILMN	3	2	2	0	2026-07-31

The Desk Archived issue, published Aug 3, 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+2.5%QQQ+2.6%IWM+1.1%RSP+0.9%
Volatility: VIX 15.86CALM · 1d -0.8%No fire-sale trigger — needs a ≥30% one-day spike
Rotation · 30d strength: 15 in / 33 outInCanadian OG+9.8China Tech+9.1Alt Managers+8.1Cloud SAAS+8.0Web Cloud+6.7OutSpace-22.1Memory-20.5CPU Shortage Supply Chain-18.6Supply Chain Traces-14.6WFE Test Metrology-14.0Each 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+0.1%LQD-0.4%IEF-0.5%Orderly credit = the selling is positioning, not a credit event
Hard assets · 7d: GLD-0.8%USO-5.5%COPX+1.9%Gold · oil · copper miners

Frozen snapshot — numbers are as of 2026-08-03 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 2026-08-03 through 2026-08-09. Curated big events and tracked earnings are visible; the full print calendar stays behind the fold.

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

Tracked earnings · 15

Focus-list and tape-moving names. All 420 earnings and dividend prints remain available below.

Aug 4

AMD CAT HQ

Aug 5

IONQ LLY NTR SNDK WDC XNDU

Aug 6

NET OUST QBTS RGTI

Aug 7

XNDU

Aug 8

BRK-B

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%

NET Beat vs analyst consensus

Aug 6

EPS $0.29 est. $0.27 · +7.5%

OUST Miss vs analyst consensus

Aug 6

EPS $-0.26 est. $-0.14 · -91.0%

QBTS Miss vs analyst consensus

Aug 6

EPS $-0.13 est. $-0.09 · -42.2%

RGTI In line vs analyst consensus

Aug 6

EPS $-0.05 est. $-0.05 · -8.1%

BRK-B Beat vs analyst consensus

Aug 8

EPS $6.03 est. $5.13 · +17.4%

All earnings & dividend prints this week (420)

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
Aug 3 earnings ON ON earnings — 2026-08-03
Aug 3 earnings PLTR PLTR earnings — 2026-08-03
Aug 3 earnings POWL POWL earnings — 2026-08-03
Aug 3 earnings PRIM PRIM earnings — 2026-08-03
Aug 3 earnings ROK ROK earnings — 2026-08-03
Aug 3 earnings TSEM TSEM earnings — 2026-08-03
Aug 3 earnings TSN TSN earnings — 2026-08-03
Aug 3 earnings TWST TWST earnings — 2026-08-03
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
Aug 4 earnings AEIS AEIS earnings — 2026-08-04
Aug 4 earnings AIP AIP earnings — 2026-08-04
Aug 4 earnings ALAB ALAB earnings — 2026-08-04
Aug 4 earnings ALSN ALSN earnings — 2026-08-04
Aug 4 earnings AMD AMD earnings — 2026-08-04
Aug 4 earnings AMGN AMGN earnings — 2026-08-04
Aug 4 earnings AMPX AMPX earnings — 2026-08-04
Aug 4 earnings AMRX AMRX earnings — 2026-08-04
Aug 4 earnings ANET ANET earnings — 2026-08-04
Aug 4 earnings APO APO earnings — 2026-08-04
Aug 4 earnings AROC AROC earnings — 2026-08-04
Aug 4 earnings ARWR ARWR earnings — 2026-08-04
Aug 4 earnings ATOM ATOM earnings — 2026-08-04
Aug 4 earnings BALL BALL earnings — 2026-08-04
Aug 4 earnings BEAM BEAM earnings — 2026-08-04
Aug 4 earnings BKNG BKNG earnings — 2026-08-04
Aug 4 earnings BNTX BNTX earnings — 2026-08-04
Aug 4 earnings BP BP earnings — 2026-08-04
Aug 4 earnings BRBR BRBR earnings — 2026-08-04
Aug 4 earnings BRKR BRKR earnings — 2026-08-04
Aug 4 earnings CALY CALY earnings — 2026-08-04
Aug 4 earnings CAT CAT earnings — 2026-08-04
Aug 4 earnings CC CC earnings — 2026-08-04
Aug 4 earnings CE CE earnings — 2026-08-04
Aug 4 earnings CERT CERT earnings — 2026-08-04
Aug 4 earnings CG CG earnings — 2026-08-04
Aug 4 earnings CIFR CIFR earnings — 2026-08-04
Aug 4 earnings CLOV CLOV earnings — 2026-08-04
Aug 4 earnings CMI CMI earnings — 2026-08-04
Aug 4 earnings CNR CNR earnings — 2026-08-04
Aug 4 earnings COGT COGT earnings — 2026-08-04
Aug 4 earnings COMP COMP earnings — 2026-08-04
Aug 4 earnings CRC CRC earnings — 2026-08-04
Aug 4 earnings CRNX CRNX earnings — 2026-08-04
Aug 4 earnings CTRI CTRI earnings — 2026-08-04
Aug 4 earnings DD DD earnings — 2026-08-04
Aug 4 earnings DNTH DNTH earnings — 2026-08-04
Aug 4 earnings DOCN DOCN earnings — 2026-08-04
Aug 4 earnings DUK DUK earnings — 2026-08-04
Aug 4 earnings DVA DVA earnings — 2026-08-04
Aug 4 earnings DVN DVN earnings — 2026-08-04
Aug 4 earnings EC EC earnings — 2026-08-04
Aug 4 earnings ECG ECG earnings — 2026-08-04
Aug 4 earnings ECO ECO earnings — 2026-08-04
Aug 4 earnings ENLT ENLT earnings — 2026-08-04
Aug 4 earnings ENTG ENTG earnings — 2026-08-04
Aug 4 earnings EOG EOG earnings — 2026-08-04
Aug 4 earnings ET ET earnings — 2026-08-04
Aug 4 earnings ETN ETN earnings — 2026-08-04
Aug 4 earnings FIS FIS earnings — 2026-08-04
Aug 4 earnings FLY FLY earnings — 2026-08-04
Aug 4 earnings FLYW FLYW earnings — 2026-08-04
Aug 4 earnings GDRZF GDRZF earnings — 2026-08-04
Aug 4 earnings GFS GFS earnings — 2026-08-04
Aug 4 earnings GILD GILD earnings — 2026-08-04
Aug 4 earnings GTE GTE earnings — 2026-08-04
Aug 4 earnings HNGE HNGE earnings — 2026-08-04
Aug 4 earnings HQ HQ earnings — 2026-08-04
Aug 4 earnings HUT HUT earnings — 2026-08-04
Aug 4 earnings IBIDF IBIDF earnings — 2026-08-04
Aug 4 earnings IBRX IBRX earnings — 2026-08-04
Aug 4 earnings ICHR ICHR earnings — 2026-08-04
Aug 4 earnings IDXX IDXX earnings — 2026-08-04
Aug 4 earnings IFNNY IFNNY earnings — 2026-08-04
Aug 4 earnings IPAR IPAR earnings — 2026-08-04
Aug 4 earnings IPGP IPGP earnings — 2026-08-04
Aug 4 earnings KTOS KTOS earnings — 2026-08-04
Aug 4 earnings LCID LCID earnings — 2026-08-04
Aug 4 earnings LDOS LDOS earnings — 2026-08-04
Aug 4 earnings LEU LEU earnings — 2026-08-04
Aug 4 earnings LSCC LSCC earnings — 2026-08-04
Aug 4 earnings MAR MAR earnings — 2026-08-04
Aug 4 earnings MCD MCD earnings — 2026-08-04
Aug 4 earnings MNTN MNTN earnings — 2026-08-04
Aug 4 earnings MOS MOS earnings — 2026-08-04
Aug 4 earnings MPC MPC earnings — 2026-08-04
Aug 4 earnings MRK MRK earnings — 2026-08-04
Aug 4 earnings NOVT NOVT earnings — 2026-08-04
Aug 4 earnings NVO NVO earnings — 2026-08-04
Aug 4 earnings OGN OGN earnings — 2026-08-04
Aug 4 earnings PACS PACS earnings — 2026-08-04
Aug 4 earnings PFE PFE earnings — 2026-08-04
Aug 4 earnings PINS PINS earnings — 2026-08-04
Aug 4 earnings POWL POWL earnings — 2026-08-04
Aug 4 earnings PRIM PRIM earnings — 2026-08-04
Aug 4 earnings RARE RARE earnings — 2026-08-04
Aug 4 earnings RGEN RGEN earnings — 2026-08-04
Aug 4 earnings ROK ROK earnings — 2026-08-04
Aug 4 earnings RVTY RVTY earnings — 2026-08-04
Aug 4 earnings RYTM RYTM earnings — 2026-08-04
Aug 4 earnings SMCI SMCI earnings — 2026-08-04
Aug 4 earnings SPCX SPCX earnings — 2026-08-04
Aug 4 earnings STVN STVN earnings — 2026-08-04
Aug 4 earnings SWKS SWKS earnings — 2026-08-04
Aug 4 earnings TKR TKR earnings — 2026-08-04
Aug 4 earnings TPG TPG earnings — 2026-08-04
Aug 4 earnings TSEM TSEM earnings — 2026-08-04
Aug 4 earnings VPG VPG earnings — 2026-08-04
Aug 4 earnings VSAT VSAT earnings — 2026-08-04
Aug 4 earnings W W earnings — 2026-08-04
Aug 4 earnings WAT WAT earnings — 2026-08-04
Aug 4 earnings ZBRA ZBRA earnings — 2026-08-04
Aug 4 earnings ZETA ZETA earnings — 2026-08-04
Aug 5 earnings 5991.T 5991.T earnings — 2026-08-05
Aug 5 earnings AAUC AAUC earnings — 2026-08-05
Aug 5 earnings ABCL ABCL earnings — 2026-08-05
Aug 5 earnings ACMR ACMR earnings — 2026-08-05
Aug 5 earnings AEVA AEVA earnings — 2026-08-05
Aug 5 earnings ALB ALB earnings — 2026-08-05
Aug 5 earnings ALNT ALNT earnings — 2026-08-05
Aug 5 earnings AOSL AOSL earnings — 2026-08-05
Aug 5 earnings APA APA earnings — 2026-08-05
Aug 5 earnings APLE APLE earnings — 2026-08-05
Aug 5 earnings APP APP earnings — 2026-08-05
Aug 5 earnings ATEN ATEN earnings — 2026-08-05
Aug 5 earnings AVT AVT earnings — 2026-08-05
Aug 5 earnings AXIA AXIA earnings — 2026-08-05
Aug 5 earnings AXON AXON earnings — 2026-08-05
Aug 5 earnings BAM BAM earnings — 2026-08-05
Aug 5 earnings BLMN BLMN earnings — 2026-08-05
Aug 5 earnings BWA BWA earnings — 2026-08-05
Aug 5 earnings BYND BYND earnings — 2026-08-05
Aug 5 earnings CACI CACI earnings — 2026-08-05
Aug 5 earnings CF CF earnings — 2026-08-05
Aug 5 earnings CG CG earnings — 2026-08-05
Aug 5 earnings CGNX CGNX earnings — 2026-08-05
Aug 5 earnings CHRD CHRD earnings — 2026-08-05
Aug 5 earnings CLOV CLOV earnings — 2026-08-05
Aug 5 earnings COKE COKE earnings — 2026-08-05
Aug 5 earnings CRCL CRCL earnings — 2026-08-05
Aug 5 earnings CRL CRL earnings — 2026-08-05
Aug 5 earnings CRTO CRTO earnings — 2026-08-05
Aug 5 earnings CTRI CTRI earnings — 2026-08-05
Aug 5 earnings CVS CVS earnings — 2026-08-05
Aug 5 earnings CXW CXW earnings — 2026-08-05
Aug 5 earnings DAVE DAVE earnings — 2026-08-05
Aug 5 earnings DGII DGII earnings — 2026-08-05
Aug 5 earnings DHT DHT earnings — 2026-08-05
Aug 5 earnings DIOD DIOD earnings — 2026-08-05
Aug 5 earnings DIS DIS earnings — 2026-08-05
Aug 5 earnings DK DK earnings — 2026-08-05
Aug 5 earnings DNA DNA earnings — 2026-08-05
Aug 5 earnings DVA DVA earnings — 2026-08-05
Aug 5 earnings DXPE DXPE earnings — 2026-08-05
Aug 5 earnings EBAY EBAY earnings — 2026-08-05
Aug 5 earnings ECPG ECPG earnings — 2026-08-05
Aug 5 earnings EDIT EDIT earnings — 2026-08-05
Aug 5 earnings EE EE earnings — 2026-08-05
Aug 5 earnings ELAN ELAN earnings — 2026-08-05
Aug 5 earnings ELPC ELPC earnings — 2026-08-05
Aug 5 earnings ELVN ELVN earnings — 2026-08-05
Aug 5 earnings ENLT ENLT earnings — 2026-08-05
Aug 5 earnings ENS ENS earnings — 2026-08-05
Aug 5 earnings EOSE EOSE earnings — 2026-08-05
Aug 5 earnings ERO ERO earnings — 2026-08-05
Aug 5 earnings ET ET earnings — 2026-08-05
Aug 5 earnings ETSY ETSY earnings — 2026-08-05
Aug 5 earnings EXPE EXPE earnings — 2026-08-05
Aug 5 earnings EXTR EXTR earnings — 2026-08-05
Aug 5 earnings FLNC FLNC earnings — 2026-08-05
Aug 5 earnings FSLY FSLY earnings — 2026-08-05
Aug 5 earnings FTNT FTNT earnings — 2026-08-05
Aug 5 earnings FTRE FTRE earnings — 2026-08-05
Aug 5 earnings FUBO FUBO earnings — 2026-08-05
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
Aug 5 earnings HP HP earnings — 2026-08-05
Aug 5 earnings HST HST earnings — 2026-08-05
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
Aug 5 earnings JACK JACK earnings — 2026-08-05
Aug 5 earnings JOBY JOBY earnings — 2026-08-05
Aug 5 earnings KLIC KLIC earnings — 2026-08-05
Aug 5 earnings KMT KMT earnings — 2026-08-05
Aug 5 earnings KYMR KYMR earnings — 2026-08-05
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
Aug 5 earnings MGNI MGNI earnings — 2026-08-05
Aug 5 earnings MGY MGY earnings — 2026-08-05
Aug 5 earnings MKSI MKSI earnings — 2026-08-05
Aug 5 earnings MSI MSI earnings — 2026-08-05
Aug 5 earnings MTDR MTDR earnings — 2026-08-05
Aug 5 earnings MUR MUR earnings — 2026-08-05
Aug 5 earnings MUSA MUSA earnings — 2026-08-05
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
Aug 5 earnings OXY OXY earnings — 2026-08-05
Aug 5 earnings PACB PACB earnings — 2026-08-05
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
Aug 5 earnings SEDG SEDG earnings — 2026-08-05
Aug 5 earnings SEER SEER earnings — 2026-08-05
Aug 5 earnings SEI SEI earnings — 2026-08-05
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
Aug 5 earnings SRPT SRPT earnings — 2026-08-05
Aug 5 earnings STE STE earnings — 2026-08-05
Aug 5 earnings SYM SYM earnings — 2026-08-05
Aug 5 earnings TBLA TBLA earnings — 2026-08-05
Aug 5 earnings TLN TLN earnings — 2026-08-05
Aug 5 earnings TTMI TTMI earnings — 2026-08-05
Aug 5 earnings UBER UBER earnings — 2026-08-05
Aug 5 earnings UUUU UUUU earnings — 2026-08-05
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
Aug 6 earnings 6324.T 6324.T earnings — 2026-08-06
Aug 6 earnings AAOI AAOI earnings — 2026-08-06
Aug 6 earnings ABNB ABNB earnings — 2026-08-06
Aug 6 earnings ACIW ACIW earnings — 2026-08-06
Aug 6 earnings ACLS ACLS earnings — 2026-08-06
Aug 6 earnings ACMR ACMR earnings — 2026-08-06
Aug 6 earnings AIP AIP earnings — 2026-08-06
Aug 6 earnings AKAM AKAM earnings — 2026-08-06
Aug 6 earnings ALMR ALMR earnings — 2026-08-06
Aug 6 earnings AMLX AMLX earnings — 2026-08-06
Aug 6 earnings AMPX AMPX earnings — 2026-08-06
Aug 6 earnings ARBE ARBE earnings — 2026-08-06
Aug 6 earnings ARIS ARIS earnings — 2026-08-06
Aug 6 earnings ARW ARW earnings — 2026-08-06
Aug 6 earnings ARWR ARWR earnings — 2026-08-06
Aug 6 earnings ATI ATI earnings — 2026-08-06
Aug 6 earnings BCE BCE earnings — 2026-08-06
Aug 6 earnings BDX BDX earnings — 2026-08-06
Aug 6 earnings BKD BKD earnings — 2026-08-06
Aug 6 earnings BKSY BKSY earnings — 2026-08-06
Aug 6 earnings BMRN BMRN earnings — 2026-08-06
Aug 6 earnings BN BN earnings — 2026-08-06
Aug 6 earnings CALY CALY earnings — 2026-08-06
Aug 6 earnings CECO CECO earnings — 2026-08-06
Aug 6 earnings CEG CEG earnings — 2026-08-06
Aug 6 earnings CENX CENX earnings — 2026-08-06
Aug 6 earnings CERT CERT earnings — 2026-08-06
Aug 6 earnings CGON CGON earnings — 2026-08-06
Aug 6 earnings CIFR CIFR earnings — 2026-08-06
Aug 6 earnings CLDX CLDX earnings — 2026-08-06
Aug 6 earnings CLSK CLSK earnings — 2026-08-06
Aug 6 earnings CNQ CNQ earnings — 2026-08-06
Aug 6 earnings CNR CNR earnings — 2026-08-06
Aug 6 earnings COGT COGT earnings — 2026-08-06
Aug 6 earnings CON CON earnings — 2026-08-06
Aug 6 earnings COP COP earnings — 2026-08-06
Aug 6 earnings CQP CQP earnings — 2026-08-06
Aug 6 earnings CRSR CRSR earnings — 2026-08-06
Aug 6 earnings DAN DAN earnings — 2026-08-06
Aug 6 earnings DCO DCO earnings — 2026-08-06
Aug 6 earnings DDOG DDOG earnings — 2026-08-06
Aug 6 earnings DFTX DFTX earnings — 2026-08-06
Aug 6 earnings DNLI DNLI earnings — 2026-08-06
Aug 6 earnings DNTH DNTH earnings — 2026-08-06
Aug 6 earnings DV DV earnings — 2026-08-06
Aug 6 earnings EFXT EFXT earnings — 2026-08-06
Aug 6 earnings ESE ESE earnings — 2026-08-06
Aug 6 earnings ESTA ESTA earnings — 2026-08-06
Aug 6 earnings EWTX EWTX earnings — 2026-08-06
Aug 6 earnings FA FA earnings — 2026-08-06
Aug 6 earnings FIGS FIGS earnings — 2026-08-06
Aug 6 earnings FISV FISV earnings — 2026-08-06
Aug 6 earnings FIVN FIVN earnings — 2026-08-06
Aug 6 earnings FROG FROG earnings — 2026-08-06
Aug 6 earnings FTDR FTDR earnings — 2026-08-06
Aug 6 earnings GENB GENB earnings — 2026-08-06
Aug 6 earnings GEO GEO earnings — 2026-08-06
Aug 6 earnings GHRS GHRS earnings — 2026-08-06
Aug 6 earnings GILD GILD earnings — 2026-08-06
Aug 6 earnings GRDN GRDN earnings — 2026-08-06
Aug 6 earnings GRND GRND earnings — 2026-08-06
Aug 6 earnings GSAT GSAT earnings — 2026-08-06
Aug 6 earnings HAE HAE earnings — 2026-08-06
Aug 6 earnings HALO HALO earnings — 2026-08-06
Aug 6 earnings HIMX HIMX earnings — 2026-08-06
Aug 6 earnings HUT HUT earnings — 2026-08-06
Aug 6 earnings HWM HWM earnings — 2026-08-06
Aug 6 earnings IAG IAG earnings — 2026-08-06
Aug 6 earnings ICUI ICUI earnings — 2026-08-06
Aug 6 earnings IMVT IMVT earnings — 2026-08-06
Aug 6 earnings INDI INDI earnings — 2026-08-06
Aug 6 earnings IOVA IOVA earnings — 2026-08-06
Aug 6 earnings KGS KGS earnings — 2026-08-06
Aug 6 earnings KRMN KRMN earnings — 2026-08-06
Aug 6 earnings KTOS KTOS earnings — 2026-08-06
Aug 6 earnings LASR LASR earnings — 2026-08-06
Aug 6 earnings LFST LFST earnings — 2026-08-06
Aug 6 earnings LGND LGND earnings — 2026-08-06
Aug 6 earnings LION LION earnings — 2026-08-06
Aug 6 earnings LNG LNG earnings — 2026-08-06
Aug 6 earnings LUNR LUNR earnings — 2026-08-06
Aug 6 earnings MARA MARA earnings — 2026-08-06
Aug 6 earnings MBX MBX earnings — 2026-08-06
Aug 6 earnings MCD MCD earnings — 2026-08-06
Aug 6 earnings MCHP MCHP earnings — 2026-08-06
Aug 6 earnings MNST MNST earnings — 2026-08-06
Aug 6 earnings MP MP earnings — 2026-08-06
Aug 6 earnings MTSI MTSI earnings — 2026-08-06
Aug 6 earnings MVIS MVIS earnings — 2026-08-06
Aug 6 earnings NBIS NBIS earnings — 2026-08-06 (CORRECTION: no report landed on this date)
Aug 6 earnings NET NET earnings — 2026-08-06
Aug 6 earnings NHC NHC earnings — 2026-08-06
Aug 6 earnings NKTR NKTR earnings — 2026-08-06
Aug 6 earnings NSIT NSIT earnings — 2026-08-06
Aug 6 earnings NTLA NTLA earnings — 2026-08-06
Aug 6 earnings NTRA NTRA earnings — 2026-08-06
Aug 6 earnings ONTO ONTO earnings — 2026-08-06
Aug 6 earnings OSCR OSCR earnings — 2026-08-06
Aug 6 earnings OUST OUST earnings — 2026-08-06
Aug 6 earnings PSIX PSIX earnings — 2026-08-06
Aug 6 earnings PTON PTON earnings — 2026-08-06
Aug 6 earnings PUBM PUBM earnings — 2026-08-06
Aug 6 earnings QBTS QBTS earnings — 2026-08-06
Aug 6 earnings QTRX QTRX earnings — 2026-08-06
Aug 6 earnings RCAT RCAT earnings — 2026-08-06
Aug 6 earnings RGTI RGTI earnings — 2026-08-06
Aug 6 earnings RKLB RKLB earnings — 2026-08-06
Aug 6 earnings ROK ROK earnings — 2026-08-06
Aug 6 earnings ROKU ROKU earnings — 2026-08-06
Aug 6 earnings RR RR earnings — 2026-08-06
Aug 6 earnings SERV SERV earnings — 2026-08-06
Aug 6 earnings SHWDF SHWDF earnings — 2026-08-06
Aug 6 earnings SIVEF SIVEF earnings — 2026-08-06
Aug 6 earnings TEAM TEAM earnings — 2026-08-06
Aug 6 earnings TRGP TRGP earnings — 2026-08-06
Aug 6 earnings TTD TTD earnings — 2026-08-06
Aug 6 earnings TWLO TWLO earnings — 2026-08-06
Aug 6 earnings TXG TXG earnings — 2026-08-06
Aug 6 earnings TXRH TXRH earnings — 2026-08-06
Aug 6 earnings U U earnings — 2026-08-06
Aug 6 earnings UMAC UMAC earnings — 2026-08-06
Aug 6 earnings ZTS ZTS earnings — 2026-08-06
Aug 7 earnings ACMR ACMR earnings — 2026-08-07
Aug 7 earnings ALM ALM earnings — 2026-08-07
Aug 7 earnings AMR AMR earnings — 2026-08-07
Aug 7 earnings CGEH CGEH earnings — 2026-08-07
Aug 7 earnings CGON CGON earnings — 2026-08-07
Aug 7 earnings CLMT CLMT earnings — 2026-08-07
Aug 7 earnings FLR FLR earnings — 2026-08-07
Aug 7 earnings OKLO OKLO earnings — 2026-08-07
Aug 7 earnings RIOT RIOT earnings — 2026-08-07
Aug 7 earnings RR RR earnings — 2026-08-07
Aug 7 earnings VST VST earnings — 2026-08-07
Aug 7 earnings WEN WEN earnings — 2026-08-07
Aug 7 earnings XNDU XNDU earnings — 2026-08-07
Aug 8 earnings BRK-B BRK-B earnings — 2026-08-08