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Daily Note — 2026-07-26

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

Bloom Energy	$184.89	🔴 -14.91%
Sandisk Corp.	$1436.56	🔴 -10.79%
C3.ai Inc.	$199.12	🔴 -9.49%
Iris Energy	$37.07	🔴 -8.65%
Oklo Inc.	$40.25	🔴 -8.52%

Portfolio

Total value: $2186.33
Cost basis: $3813.30
P&L: -1626.97 (-42.7%)

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