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Daily Note — 2026-06-23

Summary

Tracked stocks: 40
Portfolio holdings: 1
Research topics: ['AI & Compute', 'AI Power', 'Catch All', 'Fusion & New Energy', 'Longevity', 'Portfolio', 'Solid-State Batteries', 'YouTube Research']

Top Movers Today

Ticker

Price

Change

Sandisk Corp.	$1963.60	🔴 -13.64%
Micron Technology	$1051.77	🔴 -13.18%
GE Vernova	$1034.98	🔴 -8.21%
ASML Holding	$1778.46	🔴 -7.82%
Bloom Energy	$321.98	🔴 -6.90%

Portfolio

Total value: $2966.09
Cost basis: $3813.30
P&L: -847.21 (-22.2%)

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