Daily Note — 2026-07-29

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']

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Portfolio

• Total value: $2138.45
• Cost basis: $3813.30
• P&L: -1674.85 (-43.9%)