Stocky Balboa

Stocky Balboa

Morning brief — 2026-07-21

🥊 2026-07-21 brief — composed mechanically, see sections below for details.

Portfolio snapshot

Total value: $280,655.44

Account Balance Positions
WALMART RSU $44,228.01 0
Individual - TOD $74,539.19 3
ROTH IRA $10,473.44 3
Individual - TOD $151,414.80 5

Catalyst calendar (next 14d)

Ticker Date When EPS Est Rev Est
CDNS 2026-07-27 amc 2.0959 1608473638
CARR 2026-07-28 bmo 0.8303 6126151334
GLW 2026-07-28 bmo 0.7631 4654210855
HUBB 2026-07-28 5.4942 1685392410
TER 2026-07-28 amc 2.0719 1229366950
APH 2026-07-29 1.194 8321554377
FLEX 2026-07-29 0.9293 7708061460
LRCX 2026-07-29 amc 1.7108 6785615494
QCOM 2026-07-29 amc 2.2708 9854049231
EME 2026-07-30 7.3146 4756142217
PWR 2026-07-30 bmo 3.3324 8699105164

Quant pass summary

Shortlist research notes

AMAT — ERROR

Credit balance is too low


APH — ERROR

Credit balance is too low


BLK — ERROR

Credit balance is too low


C — ERROR

Credit balance is too low


CARR — ERROR

Credit balance is too low


CDNS — ERROR

Credit balance is too low


CIEN — ERROR

Credit balance is too low


DAL — ERROR

Credit balance is too low


DLR — ERROR

Credit balance is too low


DOV — ERROR

Credit balance is too low


EME — ERROR

Credit balance is too low


EW — ERROR

Credit balance is too low


FAST — ERROR

Credit balance is too low


FDX — ERROR

Credit balance is too low


FLEX — ERROR

Credit balance is too low


GE — ERROR

Credit balance is too low


GILD — ERROR

Credit balance is too low


GLW — ERROR

Credit balance is too low


HUBB — ERROR

Credit balance is too low


JBL — ERROR

Credit balance is too low


LRCX — ERROR

Credit balance is too low


MRVL — ERROR

Credit balance is too low


MU — ERROR

Credit balance is too low


PWR — ERROR

Credit balance is too low


QCOM — ERROR

Credit balance is too low


TER — ERROR

Credit balance is too low


UAL — ERROR

Credit balance is too low


URI — ERROR

Credit balance is too low


WAB — ERROR

Credit balance is too low


WDC — ERROR

Credit balance is too low