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Daily Note — 2026-09-04

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.	$1740.00	🟢 +11.90%
C3.ai Inc.	$210.05	🟢 +10.30%
Bloom Energy	$252.87	🟢 +7.35%
Iris Energy	$44.68	🟢 +7.27%
Micron Technology	$1016.59	🟢 +6.10%

Portfolio

Total value: $2811.05
Cost basis: $3813.30
P&L: -1002.25 (-26.3%)

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