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Daily Note — 2026-07-27

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.	$1278.23	🔴 -11.02%
Palantir Technologies	$131.53	🟢 +7.00%
QuantumScape	$5.18	🟢 +6.04%
ASML Holding	$1655.26	🔴 -5.80%
NuScale Power	$8.54	🟢 +5.56%

Portfolio

Total value: $2156.50
Cost basis: $3813.30
P&L: -1656.80 (-43.4%)

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