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Daily Note — 2026-06-30

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.	$2273.73	🟢 +10.89%
Bloom Energy	$302.70	🟢 +10.07%
Advanced Micro Devices	$580.91	🟢 +7.68%
GE Vernova	$1174.86	🟢 +6.56%
ASML Holding	$1989.44	🟢 +5.65%

Portfolio

Total value: $3246.34
Cost basis: $3813.30
P&L: -566.96 (-14.9%)

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