Morning brief — 2026-08-06

🥊 2026-08-06 brief — composed mechanically, see sections below for details.

Portfolio snapshot

Total value: $287,730.40

Account	Balance	Positions
Individual - TOD	$156,893.99	4
ROTH IRA	$10,662.05	3
Individual - TOD	$76,202.58	3
WALMART RSU	$43,971.78	0

Catalyst calendar (next 14d)

Ticker	Date	When	EPS Est	Rev Est
AMAT	2026-08-13	amc	3.462	9168915088

Quant pass summary

• Universe scored: 506
• Shortlist (capped): 30
• Triggered total: 140
• Auto-included (held + manual): 0
• Excluded from Pass 2: none

Shortlist research notes

AAPL — ERROR

Credit balance is too low

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AMAT — ERROR

Credit balance is too low

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CDNS — ERROR

Credit balance is too low

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CMI — ERROR

Credit balance is too low

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CTVA — ERROR

Credit balance is too low

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CVS — ERROR

Credit balance is too low

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CVX — ERROR

Credit balance is too low

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DHI — ERROR

Credit balance is too low

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DOV — ERROR

Credit balance is too low

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DVN — ERROR

Credit balance is too low

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EOG — ERROR

Credit balance is too low

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FANG — ERROR

Credit balance is too low

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GEV — ERROR

Credit balance is too low

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GILD — 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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HUM — ERROR

Credit balance is too low

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IBKR — ERROR

Credit balance is too low

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JBHT — ERROR

Credit balance is too low

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KLAC — ERROR

Credit balance is too low

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KMI — ERROR

Credit balance is too low

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MCO — ERROR

Credit balance is too low

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MSCI — ERROR

Credit balance is too low

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ON — ERROR

Credit balance is too low

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OXY — ERROR

Credit balance is too low

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PG — ERROR

Credit balance is too low

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TTWO — ERROR

Credit balance is too low

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UPS — ERROR

Credit balance is too low

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VRTX — ERROR

Credit balance is too low

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WM — ERROR

Credit balance is too low

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