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mover_note
LIN
open
2026-10-08 21:41
LIN +4.9%: Up on a contract disclosure in the industry press
Up on a contract disclosure in the industry press; the size of the award was not stated.
Confidence: 74
Replay #1086
mover_note
JPM
open
2026-10-08 21:41
JPM -7.5%: The move followed a peer's report rather than its own disclosure
The move followed a peer's report rather than its own disclosure; read-across, not news.
Confidence: 81
Replay #1086
flag_digest
open
2026-10-08 21:09
Firing drivers — 2026-10-08
2 drivers crossed 1.5 sigma; the stocks at risk are listed with an explanation each.
Confidence: 66
Replay #1089
catalyst_check
CCJ
open
2026-10-08 11:53
CCJ: catalyst happened
The watchlist catalyst for Cameco Corporation was reported this week.
Confidence: 62
Replay #1090
catalyst_check
MRNA
open
2026-10-08 10:53
MRNA: catalyst not yet
The watchlist catalyst for Moderna, Inc. has not been reported yet.
Confidence: 62
Replay #1090
catalyst_check
SNOW
open
2026-10-08 09:53
SNOW: catalyst happened
The watchlist catalyst for Snowflake Inc. was reported this week.
Confidence: 62
Replay #1090
catalyst_check
ARM
open
2026-10-08 08:53
ARM: catalyst not yet
The watchlist catalyst for Arm Holdings plc has not been reported yet.
Confidence: 62
Replay #1090
earnings_note
COST
open
2026-10-08 07:16
COST: reported 2026-09-24 — ahead of the consensus
EPS 6.75 against a consensus of 6.53; the segment table is attached.
Confidence: 88
Replay #1087
pipeline_summary
CELH
open
2026-10-08 04:20
CELH — Beverages - Non-Alcoholic
Beverages - Non-Alcoholic company in consumer defensive
Confidence: 75
Replay #1088
pipeline_summary
ELF
open
2026-10-08 04:19
ELF — Household & Personal Products
Household & Personal Products company in consumer defensive
Confidence: 74
Replay #1088
pipeline_summary
TTWO
open
2026-10-08 04:15
TTWO — Electronic Gaming & Multimedia
Electronic Gaming & Multimedia company in communication services
Confidence: 83
Replay #1088
pipeline_summary
AXON
open
2026-10-08 04:14
AXON — Aerospace & Defense
Aerospace & Defense company in industrials
Confidence: 87
Replay #1088
flag_digest
open
2026-10-07 21:40
Firing drivers — 2026-10-07
3 drivers crossed 1.5 sigma; the stocks at risk are listed with an explanation each.
Confidence: 78
Replay #1085
mover_note
DE
open
2026-10-07 21:15
DE +8.6%: The move followed a peer's report rather than its own disclosure
The move followed a peer's report rather than its own disclosure; read-across, not news.
Confidence: 59
Replay #1083
mover_note
UNH
open
2026-10-07 21:15
UNH +6.9%: The move followed a peer's report rather than its own disclosure
The move followed a peer's report rather than its own disclosure; read-across, not news.
Confidence: 60
Replay #1083
retrospective
open
2026-10-07 15:53
Week in review: the oil-shock scenario fired three times
Three distinct energy drivers crossed 1.5 sigma on the same day; the sleeve's hedges behaved as mapped.
earnings_note
NKE
open
2026-10-07 07:11
NKE: reported 2026-10-01 — ahead of the consensus
EPS 0.48 against a consensus of 0.44; the segment table is attached.
Confidence: 87
Replay #1084
mover_note
TJX
open
2026-10-06 21:36
TJX -3.9%: Down with the group after a macro print
Down with the group after a macro print; the company-specific items were routine.
Confidence: 60
Replay #1079
mover_note
V
open
2026-10-06 21:36
V +4.1%: Moved with the sector on the session
Moved with the sector on the session; no company-specific headline in the sample.
Confidence: 82
Replay #1079
earnings_note
INTU
open
2026-10-06 07:27
INTU: reported 2026-08-25 — ahead of the consensus
EPS 4.03 against a consensus of 3.59; the segment table is attached.
Confidence: 78
Replay #1080
mover_note
JNJ
open
2026-10-05 21:21
JNJ -3.9%: Moved with the sector on the session
Moved with the sector on the session; no company-specific headline in the sample.
Confidence: 79
Replay #1075
mover_note
AMD
open
2026-10-05 21:21
AMD +5.8%: The move followed a peer's report rather than its own disclosure
The move followed a peer's report rather than its own disclosure; read-across, not news.
Confidence: 85
Replay #1075
earnings_note
CRWD
open
2026-10-05 07:23
CRWD: reported 2026-08-26 — ahead of the consensus
EPS 0.31 against a consensus of 0.29; the segment table is attached.
Confidence: 77
Replay #1076
driver_review
open
2026-10-02 21:39
Weekly driver review — week of 2026-10-02
One threshold change and two ticker-map additions proposed; the desk accepts them on the Drivers tab.
Confidence: 79
Replay #1073
mover_note
GOOGL
open
2026-10-02 21:14
GOOGL -8.5%: Down with the group after a macro print
Down with the group after a macro print; the company-specific items were routine.
Confidence: 65
Replay #1070
mover_note
SBUX
open
2026-10-02 21:14
SBUX +8.2%: The move followed a peer's report rather than its own disclosure
The move followed a peer's report rather than its own disclosure; read-across, not news.
Confidence: 70
Replay #1070
catalyst_check
SNOW
open
2026-10-02 13:15
SNOW: catalyst still on the calendar
The first commercial order for Snowflake Inc. is still on the calendar; nothing this week says it moved.
Confidence: 69
Replay #1074
earnings_note
ORCL
open
2026-10-02 07:40
ORCL: reported 2026-09-10 — ahead of the consensus
EPS 1.92 against a consensus of 1.74; the segment table is attached.
Confidence: 88
Replay #1071
pipeline_summary
SE
open
2026-10-02 04:31
SE — Internet Retail
Internet Retail company in consumer cyclical
Confidence: 82
Replay #1072
pipeline_summary
PDD
open
2026-10-02 04:30
PDD — Internet Retail
Internet Retail company in consumer cyclical
Confidence: 85
Replay #1072
pipeline_summary
BABA
open
2026-10-02 04:29
BABA — Internet Retail
Internet Retail company in consumer cyclical
Confidence: 84
Replay #1072
pipeline_summary
MELI
open
2026-10-02 04:28
MELI — Internet Retail
Internet Retail company in consumer cyclical
Confidence: 87
Replay #1072
mover_note
TSM
open
2026-10-01 21:38
TSM +7.2%: Moved with the sector on the session
Moved with the sector on the session; no company-specific headline in the sample.
Confidence: 61
Replay #1067
mover_note
MA
open
2026-10-01 21:38
MA -6.4%: Moved with the sector on the session
Moved with the sector on the session; no company-specific headline in the sample.
Confidence: 60
Replay #1067
retrospective
open
2026-09-30 15:53
Calibration note: the credit drivers lead the lenders by a week
The last four regional-bank drawdowns were preceded by widening in the low-grade spread series.
catalyst_check
CELH
open
2026-09-30 13:43
CELH: catalyst still on the calendar
The quarterly report and segment disclosure for Celsius Holdings, Inc. is still on the calendar; nothing this week says it moved.
Confidence: 64
Replay #1066
pipeline_summary
TTD
open
2026-09-29 04:28
TTD — Advertising Agencies
Advertising Agencies company in communication services
Confidence: 81
Replay #1061
pipeline_summary
ZS
open
2026-09-29 04:27
ZS — Software - Infrastructure
Software - Infrastructure company in technology
Confidence: 85
Replay #1061
pipeline_summary
REGN
open
2026-09-29 04:26
REGN — Biotechnology
Biotechnology company in healthcare
Confidence: 84
Replay #1061
pipeline_summary
ABNB
open
2026-09-29 04:22
ABNB — Travel Services
Travel Services company in consumer cyclical
Confidence: 85
Replay #1061
driver_review
open
2026-09-25 21:25
Weekly driver review — week of 2026-09-25
One threshold change and two ticker-map additions proposed; the desk accepts them on the Drivers tab.
Confidence: 78
Replay #1054
retrospective
open
2026-09-23 15:53
Retrospective: forecasts that did not land
Two of five forecasts from last month never reached their first-order magnitude; the mechanism was right, the timing early.
pipeline_summary
CVNA
open
2026-09-23 04:40
CVNA — Share gainer; consolidating market
Auto & Truck Dealerships company in consumer cyclical
Confidence: 74
Replay #1046
pipeline_summary
VRTX
open
2026-09-23 04:37
VRTX — Balance-sheet optionality
Biotechnology company in healthcare
Confidence: 77
Replay #1046
pipeline_summary
MRNA
open
2026-09-23 04:36
MRNA — BUY - +/-3% mover
Biotechnology company in healthcare
Confidence: 84
Replay #1046
pipeline_summary
COIN
open
2026-09-23 04:35
COIN — Product cycle just starting
Financial Data & Stock Exchanges company in financial services
Confidence: 87
Replay #1046
pipeline_summary
HOOD
open
2026-09-23 04:34
HOOD — Capex-cycle beneficiary; backlog visible
Capital Markets company in financial services
Confidence: 72
Replay #1046
driver_review
open
2026-09-18 21:45
Weekly driver review — week of 2026-09-18
One threshold change and two ticker-map additions proposed; the desk accepts them on the Drivers tab.
Confidence: 66
Replay #1035
pipeline_summary
ASTS
open
2026-09-14 04:41
ASTS — Research - +/-3% mover
Communication Equipment company in technology
Confidence: 77
Replay #1019
pipeline_summary
RKLB
open
2026-09-14 04:40
RKLB — Platform with pricing power
Aerospace & Defense company in industrials
Confidence: 87
Replay #1019
pipeline_summary
OKLO
open
2026-09-14 04:39
OKLO — Segment re-acceleration; sizing review
Utilities - Independent Power Producers company in utilities
Confidence: 86
Replay #1019
pipeline_summary
SMR
open
2026-09-14 04:38
SMR — Peer comparison flagged it
Specialty Industrial Machinery company in industrials
Confidence: 79
Replay #1019
pipeline_summary
QCOM
open
2026-09-11 04:20
QCOM — Income with deleveraging upside
Semiconductors company in technology
Confidence: 75
Replay #1015
pipeline_summary
TXN
open
2026-09-11 04:19
TXN — Watching the next print
Semiconductors company in technology
Confidence: 73
Replay #1015
pipeline_summary
CCJ
open
2026-09-11 04:15
CCJ — Peer comparison flagged it
Uranium company in energy
Confidence: 81
Replay #1015
pipeline_summary
ANET
open
2026-09-11 04:14
ANET — Platform with pricing power
Computer Hardware company in technology
Confidence: 87
Replay #1015
pipeline_summary
INTC
open
2026-09-08 04:08
INTC — Sleeve review: candidate add
Semiconductors company in technology
Confidence: 82
Replay #1003
pipeline_summary
ARM
open
2026-09-08 04:07
ARM — Direct exposure through the semiconductors segment; a candidate for sizing.
Semiconductors company in technology
Confidence: 76
Replay #1003
pipeline_summary
NET
open
2026-09-08 04:06
NET — Capex-cycle beneficiary; backlog visible
Software - Infrastructure company in technology
Confidence: 82
Replay #1003
pipeline_summary
MDB
open
2026-09-08 04:05
MDB — Platform with pricing power
Software - Infrastructure company in technology
Confidence: 85
Replay #1003
pipeline_summary
SNOW
open
2026-09-08 04:04
SNOW — Share gainer; consolidating market
Software - Application company in technology
Confidence: 85
Replay #1003