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Daily Note — 2026-07-04

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.	$1745.00	🔴 -14.13%
Iris Energy	$38.82	🔴 -10.39%
CRISPR Therapeutics	$60.08	🟢 +8.02%
Riot Platforms	$22.11	🔴 -7.72%
Riot Platforms	$22.11	🔴 -7.72%

Portfolio

Total value: $3078.00
Cost basis: $3813.30
P&L: -735.30 (-19.3%)

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