Stocky Balboa

Stocky Balboa

Morning brief — 2026-10-12

🥊 2026-10-12 brief — composed mechanically, see sections below for details.

Portfolio snapshot

Total value: $275,906.98

Account Balance Positions
WALMART RSU $38,015.34 0
Individual - TOD $68,559.59 3
ROTH IRA $11,317.17 2
Individual - TOD $158,014.88 7

Catalyst calendar (next 14d)

Ticker Date When EPS Est Rev Est
C 2026-10-13 bmo 2.7311 24202452747
BLK 2026-10-14 bmo 14.3954 7629624436
BNY 2026-10-15 bmo 2.2764 5595213331
IBKR 2026-10-15 amc 0.7021 1936552620
USB 2026-10-15 bmo 1.3347 8076127559
GM 2026-10-20 bmo 3.7365 50101296863
EME 2026-10-22 8.4031 5240414997
WELL 2026-10-26 0.6719 3670973992

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


BLK — ERROR

Credit balance is too low


BMY — ERROR

Credit balance is too low


BNY — ERROR

Credit balance is too low


C — ERROR

Credit balance is too low


CAT — ERROR

Credit balance is too low


EME — ERROR

Credit balance is too low


EQIX — ERROR

Credit balance is too low


EW — ERROR

Credit balance is too low


GM — ERROR

Credit balance is too low


GOOG — ERROR

Credit balance is too low


HOOD — ERROR

Credit balance is too low


HPQ — ERROR

Credit balance is too low


IBKR — ERROR

Credit balance is too low


ICE — ERROR

Credit balance is too low


INTC — ERROR

Credit balance is too low


MDT — ERROR

Credit balance is too low


MSI — ERROR

Credit balance is too low


PAYX — ERROR

Credit balance is too low


PH — ERROR

Credit balance is too low


QCOM — ERROR

Credit balance is too low


REGN — ERROR

Credit balance is too low


ROST — ERROR

Credit balance is too low


SNDK — ERROR

Credit balance is too low


STX — ERROR

Credit balance is too low


USB — ERROR

Credit balance is too low


WELL — ERROR

Credit balance is too low


WTW — ERROR

Credit balance is too low