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Daily Note — 2026-07-28

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.	$1096.10	🔴 -14.25%
Bloom Energy	$166.84	🔴 -11.34%
Micron Technology	$820.53	🔴 -8.85%
Advanced Micro Devices	$454.62	🔴 -8.15%
Iris Energy	$33.93	🔴 -6.50%

Portfolio

Total value: $2211.79
Cost basis: $3813.30
P&L: -1601.51 (-42.0%)

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