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Daily Note — 2026-09-29

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']

Top Movers Today

Ticker

Price

Change

Bloom Energy	$291.25	🟢 +10.80%
Intellia Therapeutics	$12.03	🟢 +5.34%
Talen Energy	$314.84	🟢 +3.74%
ASML Holding	$1834.39	🟢 +3.56%
CRISPR Therapeutics	$56.00	🟢 +3.53%

Portfolio

Total value: $2835.56
Cost basis: $3813.30
P&L: -977.74 (-25.6%)

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