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Daily Note — 2026-08-12

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	$237.16	🟢 +12.29%
C3.ai Inc.	$262.06	🟢 +11.63%
Iris Energy	$43.67	🟢 +9.86%
SPCX	$146.15	🟢 +9.65%
Sandisk Corp.	$1344.29	🟢 +5.76%

Portfolio

Total value: $2776.85
Cost basis: $3813.30
P&L: -1036.45 (-27.2%)

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