Morning brief — 2026-07-30

🥊 2026-07-30 brief — composed mechanically, see sections below for details.

Portfolio snapshot

Total value: $277,971.72

Account	Balance	Positions
ROTH IRA	$10,243.98	3
WALMART RSU	$44,582.78	0
Individual - TOD	$73,443.36	3
Individual - TOD	$149,701.60	4

Catalyst calendar (next 14d)

Ticker	Date	When	EPS Est	Rev Est
LITE	2026-08-11	amc	3.0312	1007650288
AMAT	2026-08-13	amc	3.462	9168915088

Quant pass summary

• Universe scored: 506
• Shortlist (capped): 30
• Triggered total: 125
• Auto-included (held + manual): 0
• Excluded from Pass 2: none

Shortlist research notes

ADI — ERROR

Credit balance is too low

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AMAT — ERROR

Credit balance is too low

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AMT — 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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AVGO — ERROR

Credit balance is too low

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AXON — 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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CDNS — 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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GILD — ERROR

Credit balance is too low

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HBAN — ERROR

Credit balance is too low

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HPE — 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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LITE — ERROR

Credit balance is too low

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LRCX — 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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ON — 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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TT — ERROR

Credit balance is too low

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TXN — ERROR

Credit balance is too low

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UAL — ERROR

Credit balance is too low

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VEEV — ERROR

Credit balance is too low

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