Stocky Balboa

Stocky Balboa

Morning brief — 2026-10-02

🥊 2026-10-02 brief — composed mechanically, see sections below for details.

Portfolio snapshot

Total value: $272,780.07

Account Balance Positions
Individual - TOD $67,530.61 3
Individual - TOD $158,591.78 5
ROTH IRA $11,178.98 3
WALMART RSU $35,478.70 0

Catalyst calendar (next 14d)

Ticker Date When EPS Est Rev Est
C 2026-10-13 2.7311 24202452747
BNY 2026-10-15 2.2764 5595213331
SCHW 2026-10-15 bmo 1.7013 7362808881
USB 2026-10-15 1.3347 8076127559
TRV 2026-10-16 bmo 6.8423 11494725836

Quant pass summary

Shortlist research notes

ADM — ERROR

Credit balance is too low


ALL — ERROR

Credit balance is too low


AMP — ERROR

Credit balance is too low


AMZN — ERROR

Credit balance is too low


BNY — ERROR

Credit balance is too low


C — ERROR

Credit balance is too low


CNC — ERROR

Credit balance is too low


CPAY — ERROR

Credit balance is too low


CSCO — ERROR

Credit balance is too low


DVN — ERROR

Credit balance is too low


ELV — ERROR

Credit balance is too low


EXPE — ERROR

Credit balance is too low


FANG — ERROR

Credit balance is too low


MA — ERROR

Credit balance is too low


MSI — ERROR

Credit balance is too low


NEM — ERROR

Credit balance is too low


NSC — ERROR

Credit balance is too low


NUE — ERROR

Credit balance is too low


OKE — ERROR

Credit balance is too low


OXY — ERROR

Credit balance is too low


PH — ERROR

Credit balance is too low


Q — ERROR

Credit balance is too low


REGN — ERROR

Credit balance is too low


RJF — ERROR

Credit balance is too low


SCHW — ERROR

Credit balance is too low


SPG — ERROR

Credit balance is too low


TRV — ERROR

Credit balance is too low


UNP — ERROR

Credit balance is too low


USB — ERROR

Credit balance is too low


VZ — ERROR

Credit balance is too low