Morning brief — 2026-07-29

🥊 2026-07-29 brief — composed mechanically, see sections below for details.

Portfolio snapshot

Total value: $277,810.40

Account	Balance	Positions
Individual - TOD	$149,711.44	4
WALMART RSU	$44,046.68	0
Individual - TOD	$73,730.62	3
ROTH IRA	$10,321.66	3

Quant pass summary

• Universe scored: 506
• Shortlist (capped): 30
• Triggered total: 123
• Auto-included (held + manual): 0
• Excluded from Pass 2: none

Shortlist research notes

AMAT — ERROR

Credit balance is too low

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ANET — ERROR

Credit balance is too low

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APH — ERROR

Credit balance is too low

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AXON — ERROR

Credit balance is too low

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BA — ERROR

Credit balance is too low

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CAT — ERROR

Credit balance is too low

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CCL — ERROR

Credit balance is too low

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CIEN — ERROR

Credit balance is too low

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CMI — ERROR

Credit balance is too low

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ELV — ERROR

Credit balance is too low

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EW — ERROR

Credit balance is too low

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FLEX — ERROR

Credit balance is too low

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GEV — ERROR

Credit balance is too low

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GOOG — ERROR

Credit balance is too low

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GOOGL — ERROR

Credit balance is too low

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HUBB — ERROR

Credit balance is too low

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INTC — ERROR

Credit balance is too low

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JBL — ERROR

Credit balance is too low

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KLAC — ERROR

Credit balance is too low

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LRCX — ERROR

Credit balance is too low

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MCHP — ERROR

Credit balance is too low

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MRVL — ERROR

Credit balance is too low

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MSCI — ERROR

Credit balance is too low

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NXPI — ERROR

Credit balance is too low

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PWR — ERROR

Credit balance is too low

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SNDK — ERROR

Credit balance is too low

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TDG — ERROR

Credit balance is too low

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TXN — ERROR

Credit balance is too low

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VRT — ERROR

Credit balance is too low

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WDC — ERROR

Credit balance is too low

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