Morning brief — 2026-09-01

🥊 2026-09-01 brief — composed mechanically, see sections below for details.

Portfolio snapshot

Total value: $273,858.90

Account	Balance	Positions
WALMART RSU	$40,636.94	0
Individual - TOD	$66,623.62	3
ROTH IRA	$10,899.20	3
Individual - TOD	$155,699.14	4

Catalyst calendar (next 14d)

Ticker	Date	When	EPS Est	Rev Est
AVGO	2026-09-02	amc	3.3013	29949335931
CASY	2026-09-08		6.8777	5691334381

Quant pass summary

• Universe scored: 506
• Shortlist (capped): 30
• Triggered total: 141
• Auto-included (held + manual): 0
• Excluded from Pass 2: none

Shortlist research notes

ADI — ERROR

Credit balance is too low

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AFL — ERROR

Credit balance is too low

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AMAT — ERROR

Credit balance is too low

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AME — ERROR

Credit balance is too low

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AMT — 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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BKNG — ERROR

Credit balance is too low

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BRK-B — ERROR

Credit balance is too low

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CASY — ERROR

Credit balance is too low

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CSCO — ERROR

Credit balance is too low

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DAL — ERROR

Credit balance is too low

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ETN — ERROR

Credit balance is too low

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FITB — ERROR

Credit balance is too low

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GE — 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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HWM — ERROR

Credit balance is too low

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JCI — ERROR

Credit balance is too low

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KLAC — ERROR

Credit balance is too low

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LMT — ERROR

Credit balance is too low

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MPWR — ERROR

Credit balance is too low

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MSCI — ERROR

Credit balance is too low

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NUE — ERROR

Credit balance is too low

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ODFL — ERROR

Credit balance is too low

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PCAR — ERROR

Credit balance is too low

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PH — ERROR

Credit balance is too low

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WFC — ERROR

Credit balance is too low

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WSM — ERROR

Credit balance is too low

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