Morning brief — 2026-09-02

🥊 2026-09-02 brief — composed mechanically, see sections below for details.

Portfolio snapshot

Total value: $274,561.61

Account	Balance	Positions
ROTH IRA	$10,914.70	3
Individual - TOD	$66,588.11	3
Individual - TOD	$155,720.20	4
WALMART RSU	$41,338.60	0

Catalyst calendar (next 14d)

Ticker	Date	When	EPS Est	Rev Est
AVGO	2026-09-02	amc	3.3013	29949335931
HPE	2026-09-02	amc	0.939	12012105740

Quant pass summary

• Universe scored: 506
• Shortlist (capped): 30
• Triggered total: 139
• 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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AME — ERROR

Credit balance is too low

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AMT — ERROR

Credit balance is too low

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AMZN — 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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BKNG — ERROR

Credit balance is too low

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CAT — ERROR

Credit balance is too low

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CFG — ERROR

Credit balance is too low

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COF — 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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DELL — ERROR

Credit balance is too low

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EMR — ERROR

Credit balance is too low

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ETN — ERROR

Credit balance is too low

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EXR — ERROR

Credit balance is too low

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FITB — ERROR

Credit balance is too low

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GEV — ERROR

Credit balance is too low

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GOOGL — ERROR

Credit balance is too low

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GRMN — ERROR

Credit balance is too low

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HPE — ERROR

Credit balance is too low

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ITW — ERROR

Credit balance is too low

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JBL — ERROR

Credit balance is too low

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JCI — ERROR

Credit balance is too low

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KEYS — ERROR

Credit balance is too low

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KLAC — ERROR

Credit balance is too low

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MTD — 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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