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Daily Note — 2026-07-01

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

Riot Platforms	$23.96	🔴 -12.49%
Riot Platforms	$23.96	🔴 -12.49%
Sandisk Corp.	$2032.22	🔴 -10.62%
Micron Technology	$1032.28	🔴 -10.57%
Meta Platforms	$612.91	🟢 +8.81%

Portfolio

Total value: $2993.26
Cost basis: $3813.30
P&L: -820.04 (-21.5%)

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