Portfolio Summary
No portfolio-level warnings were generated from the available data.
Charts
Holdings Table
| ticker | company_name | shares | avg_cost | current_price | market_value | cost_basis | unrealized_pl | theme | sector | return_1m_pct | return_3m_pct | return_6m_pct | beta_spy | beta_qqq | next_earnings_date | days_to_next_earnings | avg_abs_earnings_move_pct | rsi | direction_score | atm_avg_iv_pct | iv_minus_hv_pct | options_vol_label | risk_flags | weight_pct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IREN | IREN Limited | n/a | $39.36 | n/a | n/a | n/a | Bitcoin miners | Financial Services | -40.9% | 15.5% | 2.8% | 3.3287780767941655 | 2.494670156571324 | 2026-07-30 | 28.0 | 11.0% | 31.0 | -0.534 | 108.5% | 3.1% | IV near recent HV | thesis needs review, high volatility, large drawdown, far below 52w high | n/a | |
| CLSK | CleanSpark, Inc. | n/a | $13.13 | n/a | n/a | n/a | Bitcoin miners | Financial Services | -25.3% | 52.3% | 26.0% | 3.299390960318063 | 2.2469736005771614 | 2026-08-06 | 35.0 | 8.0% | 34.6 | -0.1649 | 92.8% | 6.4% | IV near recent HV | thesis needs review, high volatility, large drawdown, far below 52w high | n/a | |
| SPAXX | Fidelity Hereford Street Trust - Fidelity Government Money Market Fund | n/a | $1.00 | n/a | n/a | n/a | Cash | n/a | n/a | n/a | n/a | 0.0 | n/a | n/a | No options data available | n/a | ||||||||
| FOXA | Fox Corporation | n/a | $55.58 | n/a | n/a | n/a | Media | Communication Services | -15.4% | -4.9% | -24.6% | 0.222388450690857 | 0.00696496851681727 | 2026-08-04 | 33.0 | 5.6% | 46.5 | -0.5081 | 44.8% | 4.5% | IV near recent HV | thesis needs review, large drawdown, underperforming SPY, underperforming QQQ | n/a | |
| MU | Micron Technology, Inc. | n/a | $1,008.95 | n/a | n/a | n/a | Semiconductors | Technology | -5.2% | 174.3% | 244.8% | 3.1561559420135805 | 2.761697763656855 | 2026-09-23 | 83.0 | 7.0% | 50.4 | 0.4411 | 95.5% | 5.2% | IV near recent HV | thesis needs review, high volatility | n/a | |
| OPEN | Opendoor Technologies Inc. | n/a | $4.90 | n/a | n/a | n/a | Housing technology | Real Estate | -9.4% | 7.2% | -16.1% | 3.138402434066775 | 1.7663761423953452 | 2026-08-04 | 33.0 | 12.1% | 57.9 | 0.2093 | 90.8% | 17.6% | IV above recent HV | thesis needs review, large drawdown, underperforming QQQ, far below 52w high, IV above HV | n/a | |
| RIVN | Rivian Automotive, Inc. | n/a | $19.09 | n/a | n/a | n/a | EVs | Consumer Cyclical | 10.4% | 27.8% | -2.5% | 1.9157999238300518 | 1.2825453963854248 | 2026-08-04 | 33.0 | 12.4% | 66.8 | 0.7422 | 78.0% | 8.8% | IV near recent HV | thesis needs review, large drawdown | n/a | |
| USO | United States Oil Fund, LP | n/a | $102.64 | n/a | n/a | n/a | Oil | -25.2% | -17.3% | 47.2% | -0.9846554515523301 | -0.4987496118906344 | n/a | 28.7 | -0.7 | 38.5% | -18.3% | IV below recent HV | thesis needs review, underperforming SPY, underperforming QQQ, IV below HV, RSI washed out | n/a | ||||
| CNH | CNH Industrial N.V. | n/a | $10.81 | n/a | n/a | n/a | Industrials | Industrials | -1.2% | -1.9% | 15.8% | 1.1541572139827225 | 0.6217210079947243 | 2026-08-07 | 36.0 | 3.5% | 52.2 | 0.1613 | 74.7% | 31.7% | IV above recent HV | thesis needs review, underperforming SPY, underperforming QQQ, IV above HV | n/a | |
| AMZN | Amazon.com, Inc. | n/a | $245.88 | n/a | n/a | n/a | Mega-cap tech | Consumer Cyclical | -4.1% | 16.8% | 5.7% | 1.4241387342365268 | 0.9454100433888307 | 2026-07-30 | 28.0 | 6.1% | 51.3 | 0.0301 | 41.4% | 9.8% | IV above recent HV | thesis needs review, IV above HV | n/a | |
| NVDA | NVIDIA Corporation | n/a | $195.64 | n/a | n/a | n/a | AI infrastructure | Technology | -12.2% | 11.3% | 4.3% | 1.8484050405297892 | 1.3482706398550177 | 2026-08-26 | 55.0 | 1.5% | 41.8 | -0.2804 | 39.4% | 1.6% | IV near recent HV | thesis needs review, underperforming QQQ | n/a | |
| AAL | American Airlines Group Inc. | n/a | $18.01 | n/a | n/a | n/a | Travel | Industrials | 29.3% | 61.8% | 17.5% | 1.8293915121695479 | 1.0292731930969643 | 2026-07-23 | 21.0 | 9.1% | 76.7 | 1.0 | 53.4% | 2.6% | IV near recent HV | thesis needs review, large drawdown, RSI stretched | n/a | |
| KEEL | Keel Infrastructure Corp. | n/a | $4.84 | n/a | n/a | n/a | Unknown | Technology | -21.1% | 144.7% | 103.6% | 3.992825394548244 | 2.7568698752703424 | 2026-08-11 | 40.0 | 8.1% | 40.0 | -0.0056 | 112.5% | 11.3% | IV near recent HV | thesis needs review, high volatility, large drawdown | n/a | |
| CIFR | Cipher Digital Inc. | n/a | $20.75 | n/a | n/a | n/a | Bitcoin miners | Technology | -21.1% | 64.2% | 42.2% | 3.950216461771389 | 2.737796844909189 | 2026-08-06 | 35.0 | 15.3% | 38.9 | -0.0739 | 108.3% | 5.8% | IV near recent HV | thesis needs review, high volatility, large drawdown | n/a | |
| LCID | Lucid Group, Inc. | n/a | $6.19 | n/a | n/a | n/a | EVs | Consumer Cyclical | 0.4% | -35.2% | -43.2% | 2.22559604216288 | 1.3851440747014594 | 2026-08-04 | 33.0 | 8.9% | 55.7 | 0.057 | 92.4% | 14.0% | IV above recent HV | thesis needs review, large drawdown, underperforming SPY, underperforming QQQ, far below 52w high, IV above HV | n/a | |
| IBRX | ImmunityBio, Inc. | n/a | $9.45 | n/a | n/a | n/a | Biotech | Healthcare | 30.8% | 32.4% | 377.5% | 1.7679342225043846 | 1.0639091913889596 | 2026-08-04 | 33.0 | 10.1% | 73.3 | 0.9461 | 115.5% | -18.0% | IV near recent HV | thesis needs review, high volatility, large drawdown, RSI stretched | n/a | |
| RGTI | Rigetti Computing, Inc. | n/a | $18.37 | n/a | n/a | n/a | Quantum computing | Technology | -31.7% | 36.0% | -18.0% | 3.733443655748268 | 2.543507240725431 | 2026-08-11 | 40.0 | 3.9% | 42.4 | -0.4683 | 101.9% | -0.2% | IV near recent HV | thesis needs review, high volatility, large drawdown, far below 52w high | n/a | |
| CCL | Carnival Corporation Ltd. | n/a | $28.02 | n/a | n/a | n/a | Travel | Consumer Cyclical | 1.4% | 5.4% | -9.1% | 2.1130175837775433 | 1.1766649704541194 | 2026-09-20 | 80.0 | 7.2% | 48.1 | 0.0145 | 54.8% | 0.3% | IV near recent HV | thesis needs review, underperforming QQQ | n/a |
Exposure
Sector
| sector | count | weight_pct |
|---|---|---|
| Technology | 5 | 27.8% |
| Consumer Cyclical | 4 | 22.2% |
| Industrials | 2 | 11.1% |
| Financial Services | 2 | 11.1% |
| Unclassified | 2 | 11.1% |
| Communication Services | 1 | 5.6% |
| Healthcare | 1 | 5.6% |
| Real Estate | 1 | 5.6% |
Theme
| theme | count | weight_pct |
|---|---|---|
| Bitcoin miners | 3 | 16.7% |
| EVs | 2 | 11.1% |
| Travel | 2 | 11.1% |
| Biotech | 1 | 5.6% |
| Cash | 1 | 5.6% |
| AI infrastructure | 1 | 5.6% |
| Housing technology | 1 | 5.6% |
| Industrials | 1 | 5.6% |
| Mega-cap tech | 1 | 5.6% |
| Media | 1 | 5.6% |
| Oil | 1 | 5.6% |
| Quantum computing | 1 | 5.6% |
| Semiconductors | 1 | 5.6% |
| Unknown | 1 | 5.6% |
Risk Review
High Correlation Pairs
No data available.
Stress Tests
| scenario | weighted_beta | estimated_portfolio_move_pct | note |
|---|---|---|---|
| SPY -5% | n/a | Rough beta estimate, not a prediction. | |
| SPY -10% | n/a | Rough beta estimate, not a prediction. | |
| QQQ -5% | n/a | Rough beta estimate, not a prediction. | |
| QQQ -10% | n/a | Rough beta estimate, not a prediction. |
Correlation Matrix
| Ticker | IREN | CLSK | FOXA | MU | OPEN | RIVN | USO | CNH | AMZN | NVDA | AAL | KEEL | CIFR | LCID | IBRX | RGTI | CCL |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IREN | 1.00 | 0.63 | -0.03 | 0.34 | 0.17 | 0.23 | -0.08 | 0.08 | 0.27 | 0.32 | 0.23 | 0.64 | 0.77 | 0.24 | 0.24 | 0.46 | 0.19 |
| CLSK | 0.63 | 1.00 | -0.01 | 0.34 | 0.13 | 0.26 | -0.11 | 0.17 | 0.23 | 0.31 | 0.34 | 0.74 | 0.68 | 0.37 | 0.24 | 0.52 | 0.23 |
| FOXA | -0.03 | -0.01 | 1.00 | -0.07 | 0.09 | 0.09 | 0.08 | 0.02 | 0.06 | -0.00 | 0.07 | -0.03 | -0.02 | 0.11 | 0.04 | 0.07 | 0.08 |
| MU | 0.34 | 0.34 | -0.07 | 1.00 | 0.13 | 0.18 | -0.10 | 0.19 | 0.24 | 0.44 | 0.23 | 0.35 | 0.36 | 0.17 | 0.18 | 0.21 | 0.23 |
| OPEN | 0.17 | 0.13 | 0.09 | 0.13 | 1.00 | 0.17 | -0.09 | 0.02 | 0.13 | 0.10 | 0.17 | 0.20 | 0.12 | 0.15 | 0.05 | 0.23 | 0.19 |
| RIVN | 0.23 | 0.26 | 0.09 | 0.18 | 0.17 | 1.00 | -0.07 | 0.18 | 0.17 | 0.15 | 0.23 | 0.22 | 0.23 | 0.36 | 0.04 | 0.23 | 0.27 |
| USO | -0.08 | -0.11 | 0.08 | -0.10 | -0.09 | -0.07 | 1.00 | -0.25 | -0.15 | -0.11 | -0.46 | -0.10 | -0.13 | -0.06 | -0.07 | -0.08 | -0.50 |
| CNH | 0.08 | 0.17 | 0.02 | 0.19 | 0.02 | 0.18 | -0.25 | 1.00 | 0.18 | 0.09 | 0.30 | 0.08 | 0.17 | 0.24 | 0.17 | 0.07 | 0.43 |
| AMZN | 0.27 | 0.23 | 0.06 | 0.24 | 0.13 | 0.17 | -0.15 | 0.18 | 1.00 | 0.31 | 0.22 | 0.22 | 0.25 | 0.13 | 0.12 | 0.16 | 0.31 |
| NVDA | 0.32 | 0.31 | -0.00 | 0.44 | 0.10 | 0.15 | -0.11 | 0.09 | 0.31 | 1.00 | 0.14 | 0.33 | 0.32 | 0.17 | 0.15 | 0.27 | 0.25 |
| AAL | 0.23 | 0.34 | 0.07 | 0.23 | 0.17 | 0.23 | -0.46 | 0.30 | 0.22 | 0.14 | 1.00 | 0.32 | 0.28 | 0.26 | 0.12 | 0.24 | 0.59 |
| KEEL | 0.64 | 0.74 | -0.03 | 0.35 | 0.20 | 0.22 | -0.10 | 0.08 | 0.22 | 0.33 | 0.32 | 1.00 | 0.69 | 0.31 | 0.18 | 0.51 | 0.25 |
| CIFR | 0.77 | 0.68 | -0.02 | 0.36 | 0.12 | 0.23 | -0.13 | 0.17 | 0.25 | 0.32 | 0.28 | 0.69 | 1.00 | 0.30 | 0.22 | 0.47 | 0.21 |
| LCID | 0.24 | 0.37 | 0.11 | 0.17 | 0.15 | 0.36 | -0.06 | 0.24 | 0.13 | 0.17 | 0.26 | 0.31 | 0.30 | 1.00 | 0.18 | 0.30 | 0.26 |
| IBRX | 0.24 | 0.24 | 0.04 | 0.18 | 0.05 | 0.04 | -0.07 | 0.17 | 0.12 | 0.15 | 0.12 | 0.18 | 0.22 | 0.18 | 1.00 | 0.18 | 0.12 |
| RGTI | 0.46 | 0.52 | 0.07 | 0.21 | 0.23 | 0.23 | -0.08 | 0.07 | 0.16 | 0.27 | 0.24 | 0.51 | 0.47 | 0.30 | 0.18 | 1.00 | 0.23 |
| CCL | 0.19 | 0.23 | 0.08 | 0.23 | 0.19 | 0.27 | -0.50 | 0.43 | 0.31 | 0.25 | 0.59 | 0.25 | 0.21 | 0.26 | 0.12 | 0.23 | 1.00 |
Holding Details
IREN - IREN Limited
Questions
- What is the current reason for holding IREN, and what would invalidate it? Codex: Review IREN against trend mixed, 3M return 15.5%, and headline context before changing the thesis.
- Is IREN's drawdown company-specific, sector-driven, or broad market beta? Codex: 6M max drawdown is -49.8% with beta SPY 3.3287780767941655 and sector Financial Services.
- Is IREN's volatility expected for its role in the portfolio? Codex: 6M realized volatility is 105.4% and options context is IV near recent HV.
- What would need to change for IREN to recover toward prior highs? Codex: Price is -48.5% from the 52-week high; watch for headline and technical improvement.
- Is IREN sized for its typical earnings move? Codex: Next earnings is 2026-07-30 with typical move 11.0% and expected move 33.1%.
- What would improve IREN's weak technical direction score? Codex: Direction score is -0.534, with price vs EMA20 at -23.4%.
Headlines
AI Data Center Stock IREN Approaches A Historically Bullish Setup Forbes
IREN Stock Dips Premarket: Neocloud Firm Announces $687M Stock Grants To Co-CEOs Yahoo Finance
IREN: Dead Money Or The Next AI Winner? (Rating Upgrade) (NASDAQ:IREN) Seeking Alpha
IREN Paradox: Cutting-Edge 'AI Cloud' Powerhouse or Corporate Payout Machine? Jim Chanos Sounds the Alarm Benzinga
CRWV, NBIS, IREN: Why Neocloud Stocks Are Plunging Today, 7/1/26 TipRanks
CLSK - CleanSpark, Inc.
Questions
- What is the current reason for holding CLSK, and what would invalidate it? Codex: Review CLSK against trend mixed, 3M return 52.3%, and headline context before changing the thesis.
- Is CLSK's drawdown company-specific, sector-driven, or broad market beta? Codex: 6M max drawdown is -40.3% with beta SPY 3.299390960318063 and sector Financial Services.
- Is CLSK's volatility expected for its role in the portfolio? Codex: 6M realized volatility is 86.4% and options context is IV near recent HV.
- What would need to change for CLSK to recover toward prior highs? Codex: Price is -43.4% from the 52-week high; watch for headline and technical improvement.
- Is CLSK sized for its typical earnings move? Codex: Next earnings is 2026-08-06 with typical move 8.0% and expected move 27.1%.
Headlines
CleanSpark’s (CLSK) Data Center Pivot Brings An Outperform Rating From Wall Street Yahoo Finance
Cleanspark Inc (CLSK) Shares Fall 5.6% -- What GF Score of 61 Te GuruFocus
CleanSpark (CLSK) Laps the Stock Market: Here's Why Yahoo Finance
EBITDA per share of Cleanspark, Inc. – SIX:CLSK TradingView
$CLSK stock is down 5% today. Here's what we see in our data. Quiver Quantitative
SPAXX - Fidelity Hereford Street Trust - Fidelity Government Money Market Fund
Questions
No automatic review questions generated.
Headlines
SpaceX (SPAX) Stock Faces A $780 Billion Reality Check Before IPO Yahoo Finance
REX Shares Launches T-REX 2X Long SpaceX Daily Target ETF (SPAX) Business Wire
How to invest an inherited IRA Fidelity
SPAX - T-REX 2X Long SPCX Daily Target ETF Stock Price and Quote Finviz
7 Best Money Market Funds to Buy for 2026 | Investing U.S. News - Money
FOXA - Fox Corporation
Questions
- What is the current reason for holding FOXA, and what would invalidate it? Codex: Review FOXA against trend below 50d and 200d, 3M return -4.9%, and headline context before changing the thesis.
- Why has FOXA lagged SPY over the last 3 months? Codex: 3M relative performance vs SPY is -18.9%; review whether news or company metrics explain the gap.
- Why has FOXA lagged QQQ over the last 3 months? Codex: 3M relative performance vs QQQ is -28.0%; compare that against headline tone and thesis expectations.
- Is FOXA's drawdown company-specific, sector-driven, or broad market beta? Codex: 6M max drawdown is -35.9% with beta SPY 0.222388450690857 and sector Communication Services.
- What would improve FOXA's weak technical direction score? Codex: Direction score is -0.5081, with price vs EMA20 at -0.1%.
Headlines
3 Reasons to Sell FOXA and 1 Stock to Buy Instead StockStory
Fox Stock Upgraded As Roku Acquisition Reconsidered Investor's Business Daily
1 S&P 500 Stock with Promising Prospects and 2 We Question Yahoo! Finance Canada
Why Did CRM, INTU, FOXA Stocks Hit 52-Week Lows Last Week? Stocktwits
1 S&P 500 Stock with Promising Prospects and 2 We Question The Globe and Mail
MU - Micron Technology, Inc.
Questions
- What is the current reason for holding MU, and what would invalidate it? Codex: Review MU against trend above 50d and 200d, 3M return 174.3%, and headline context before changing the thesis.
- Is MU's volatility expected for its role in the portfolio? Codex: 6M realized volatility is 90.3% and options context is IV near recent HV.
Headlines
Trump Calls Micron a ‘Great’ Company, the Stock Is Falling Barron's
Buy or Sell Micron Stock? (My Final Verdict) The Motley Fool
Here's Why I Will Never Pay Anywhere Near $1,100 for Micron Stock Yahoo Finance
Morningstar Warns Of 30% Crash In AI Stocks, Is It Time To Sell Micron? 24/7 Wall St.
Buy, Hold, or Sell Micron (MU) Stock After Its Record Q3 Results? Zacks Investment Research
OPEN - Opendoor Technologies Inc.
Questions
- What is the current reason for holding OPEN, and what would invalidate it? Codex: Review OPEN against trend mixed, 3M return 7.2%, and headline context before changing the thesis.
- Why has OPEN lagged QQQ over the last 3 months? Codex: 3M relative performance vs QQQ is -15.8%; compare that against headline tone and thesis expectations.
- Is OPEN's drawdown company-specific, sector-driven, or broad market beta? Codex: 6M max drawdown is -42.4% with beta SPY 3.138402434066775 and sector Real Estate.
- What would need to change for OPEN to recover toward prior highs? Codex: Price is -53.4% from the 52-week high; watch for headline and technical improvement.
- Is OPEN sized for its typical earnings move? Codex: Next earnings is 2026-08-04 with typical move 12.1% and expected move 23.0%.
- Is OPEN's elevated implied volatility explained by earnings or headline risk? Codex: 6M realized volatility is 73.2% and options context is IV above recent HV.
Headlines
OPEN Stock Can’t Stop Bleeding Yet As Sales Slide, Losses Widen — But Retail Believes CEO's Turnaround Case Stocktwits
5 Things to Know Before the Stock Market Opens on Thursday Investopedia
Is the stock market open tomorrow, or will it close early for the Fourth of July? MarketWatch
Is the stock market open or closed on 4th of July? See schedule USA Today
Opendoor Lands Morgan Stanley As A Major Investor – But OPEN Stock Stays Under Pressure Stocktwits
RIVN - Rivian Automotive, Inc.
Questions
- What is the current reason for holding RIVN, and what would invalidate it? Codex: Review RIVN against trend mixed, 3M return 27.8%, and headline context before changing the thesis.
- Is RIVN's drawdown company-specific, sector-driven, or broad market beta? Codex: 6M max drawdown is -35.7% with beta SPY 1.9157999238300518 and sector Consumer Cyclical.
- Is RIVN sized for its typical earnings move? Codex: Next earnings is 2026-08-04 with typical move 12.4% and expected move 21.7%.
Headlines
Why Is RIVN Stock Rising Today? Yahoo Finance
Why Is RIVN Stock Rising Today? TradingView
Rivian Is Up 5% Today: Is It Outperforming Other EV Stocks Like Tesla and Lucid? 24/7 Wall St.
RIVN Stock Defies Tornado Setback With R2 Production Kickstart Stocktwits
RIVN Stock Jumps As R2 Deliveries, 5G Deal Boost EV Story StocksToTrade
USO - United States Oil Fund, LP
Questions
- What is the current reason for holding USO, and what would invalidate it? Codex: Review USO against trend mixed, 3M return -17.3%, and headline context before changing the thesis.
- Why has USO lagged SPY over the last 3 months? Codex: 3M relative performance vs SPY is -31.2%; review whether news or company metrics explain the gap.
- Why has USO lagged QQQ over the last 3 months? Codex: 3M relative performance vs QQQ is -40.3%; compare that against headline tone and thesis expectations.
- Why is USO implied volatility below recent realized volatility? Codex: 6M realized volatility is 56.8% and options context is IV below recent HV.
- Is USO's washed-out RSI tied to thesis damage or temporary pressure? Codex: The evidence packet has no complete thesis, so the next review should define the reason to own it and invalidation.
- What would improve USO's weak technical direction score? Codex: Direction score is -0.7, with price vs EMA20 at -11.1%.
Headlines
USO 260701 100.00P (USO260701P100000) Stock Options Chain | Quotes & News Moomoo
Dow, S&P 500, Nasdaq Futures Slide As US-Iran War Shock Sends Oil Soaring: Why INDO, DJT, USO, XOM, CVX Kept Traders On Edge Today Stocktwits
United States Oil Fund (NYSE: USO) reports $270M May 2026 loss Stock Titan
XLE vs USO: Energy Stocks or Direct Crude Oil Exposure? EBC Financial Group
USO Sees Decline in Crude and Gasoline Inventories GuruFocus
CNH - CNH Industrial N.V.
Questions
- What is the current reason for holding CNH, and what would invalidate it? Codex: Review CNH against trend mixed, 3M return -1.9%, and headline context before changing the thesis.
- Why has CNH lagged SPY over the last 3 months? Codex: 3M relative performance vs SPY is -15.8%; review whether news or company metrics explain the gap.
- Why has CNH lagged QQQ over the last 3 months? Codex: 3M relative performance vs QQQ is -24.9%; compare that against headline tone and thesis expectations.
- Is CNH's elevated implied volatility explained by earnings or headline risk? Codex: 6M realized volatility is 43.0% and options context is IV above recent HV.
Headlines
US Manufacturing Stocks That Could Benefit If North American Trade Rules Tighten simplywall.st
Pictet Asset Management Holding SA Sells 1,562,765 Shares of CNH Industrial N.V. $CNH MarketBeat
CNH Industrial NV Actuals & Estimates (NYSE:CNH) TradingView
Price-Driven Insight from (CNH) for Rule-Based Strategy Stock Traders Daily
CNH INDUSTRIAL NV (CNH) Stock Chart ChartMill
AMZN - Amazon.com, Inc.
Questions
- What is the current reason for holding AMZN, and what would invalidate it? Codex: Review AMZN against trend mixed, 3M return 16.8%, and headline context before changing the thesis.
- Is AMZN's elevated implied volatility explained by earnings or headline risk? Codex: 6M realized volatility is 31.6% and options context is IV above recent HV.
Headlines
Amazon Stock Climbs During Strong Day For Magnificent Seven Investor's Business Daily
Why Amazon Stock Lost 12% in June The Globe and Mail
Jeff Bezos’ Amazon May Hit Historic Milestone No Company Has Reached, Says Analyst: 'Has One Of The Most Important…' Yahoo Finance
Amazon: Next Month Could Decide Everything Seeking Alpha
Bears Scream That a Falling $47.66 Average Prime Day Order Proves the Consumer Is Dead: This Is Why I Keep Buying The Stock 24/7 Wall St.
NVDA - NVIDIA Corporation
Questions
- What is the current reason for holding NVDA, and what would invalidate it? Codex: Review NVDA against trend mixed, 3M return 11.3%, and headline context before changing the thesis.
- Why has NVDA lagged QQQ over the last 3 months? Codex: 3M relative performance vs QQQ is -11.7%; compare that against headline tone and thesis expectations.
Headlines
Nvidia stock is sagging. Here's what's behind the negative short-term trend. Yahoo Finance Nvidia Stock Drops at It Struggles to Hold $200 Barron's Nvidia: The Drawdown Is An Opportunity To Pounce (NASDAQ:NVDA) Seeking Alpha
These Experts See 'Screaming Buys' in AI Stocks After a Recent Pullback Investopedia
Prediction: This Will Be the Next AI Stock to Split (Hint: It's Not Micron or Sandisk) Yahoo Finance
Nvidia Stock, Gold, and Oil: Where to Invest $100,000 Right Now Bloomberg
Here are Monday's biggest analyst calls: Nvidia, Apple, Tesla, Seagate, Warby Parker, AppLovin & more CNBC
AAL - American Airlines Group Inc.
Questions
- What is the current reason for holding AAL, and what would invalidate it? Codex: Review AAL against trend above 50d and 200d, 3M return 61.8%, and headline context before changing the thesis.
- Is AAL's drawdown company-specific, sector-driven, or broad market beta? Codex: 6M max drawdown is -36.4% with beta SPY 1.8293915121695479 and sector Industrials.
- Does the AAL thesis need review before earnings on 2026-07-23? Codex: The evidence packet has no complete thesis, so the next review should define the reason to own it and invalidation.
- Is AAL sized for its typical earnings move? Codex: Next earnings is 2026-07-23 with typical move 9.1% and expected move 15.9%.
- Is AAL's RSI stretched enough to affect review timing? Codex: RSI is 76.7 and direction score is 1.0.
Headlines
American Airlines Stock Surges 18%, With A 9-Day Winning Spree Trefis
AAL Stock On Track To Hit 4-Month High After Starlink Partnership Announcement Stocktwits
Why Did PANW, AAL, MRNA Surge To 52-Week Highs? Yahoo Finance
2 Cash-Producing Stocks with Competitive Advantages and 1 That Underwhelm The Globe and Mail
Patrick Industries, Lippert announce all-stock merger WNDU
KEEL - Keel Infrastructure Corp.
Questions
- What is the current reason for holding KEEL, and what would invalidate it? Codex: Review KEEL against trend mixed, 3M return 144.7%, and headline context before changing the thesis.
- Is KEEL's drawdown company-specific, sector-driven, or broad market beta? Codex: 6M max drawdown is -45.2% with beta SPY 3.992825394548244 and sector Technology.
- Is KEEL's volatility expected for its role in the portfolio? Codex: 6M realized volatility is 101.2% and options context is IV near recent HV.
- Is KEEL sized for its typical earnings move? Codex: Next earnings is 2026-08-11 with typical move 8.1% and expected move 31.8%.
Headlines
Keel Infrastructure (KEEL) Stock Could Be Fully Valued Despite Russell 3000 Inclusion Yahoo Finance
KEEL Stock Plunges On $350M Debt Offering: Retail Just Wants To Buy The Dip Stocktwits
KEEL Stock Pulls Back As Traders Weigh Heavy Losses StocksToTrade
Stock Market Today, June 26: Keel Infrastructure Rises as Convertible Financing Backs AI Data Center Push Yahoo Finance
Keel Infrastructure (KEEL) CEO updates expiration on 500,000 vested stock options Stock Titan
CIFR - Cipher Digital Inc.
Questions
- What is the current reason for holding CIFR, and what would invalidate it? Codex: Review CIFR against trend mixed, 3M return 64.2%, and headline context before changing the thesis.
- Is CIFR's drawdown company-specific, sector-driven, or broad market beta? Codex: 6M max drawdown is -36.7% with beta SPY 3.950216461771389 and sector Technology.
- Is CIFR's volatility expected for its role in the portfolio? Codex: 6M realized volatility is 102.5% and options context is IV near recent HV.
- Is CIFR sized for its typical earnings move? Codex: Next earnings is 2026-08-06 with typical move 15.3% and expected move 32.2%.
Headlines
Can The latest Funding Round Help Cipher Digital (CIFR) Stock Surge? Yahoo Finance
Morgan Stanley Sees Big Upside In WULF, CIFR, MARA After Bitcoin Miners Pivot To AI Data Centers Stocktwits
Jefferies Initiates Cipher Digital Inc (CIFR) Stock. Here’s What It’s Saying Yahoo Finance
Cipher Digital Slides as Bitcoin Weakness and Recent Financing Overhang Weigh on Shares Quiver Quantitative
A $27M-Per-Megawatt Data Center Deal Just Gave Bitcoin Miners A Price Tag — And VanEck Says CIFR, HUT Are Way Too Cheap TradingView
LCID - Lucid Group, Inc.
Questions
- What is the current reason for holding LCID, and what would invalidate it? Codex: Review LCID against trend mixed, 3M return -35.2%, and headline context before changing the thesis.
- Why has LCID lagged SPY over the last 3 months? Codex: 3M relative performance vs SPY is -49.1%; review whether news or company metrics explain the gap.
- Why has LCID lagged QQQ over the last 3 months? Codex: 3M relative performance vs QQQ is -58.2%; compare that against headline tone and thesis expectations.
- Is LCID's drawdown company-specific, sector-driven, or broad market beta? Codex: 6M max drawdown is -59.8% with beta SPY 2.22559604216288 and sector Consumer Cyclical.
- What would need to change for LCID to recover toward prior highs? Codex: Price is -80.2% from the 52-week high; watch for headline and technical improvement.
- Is LCID sized for its typical earnings move? Codex: Next earnings is 2026-08-04 with typical move 8.9% and expected move 24.6%.
- Is LCID's elevated implied volatility explained by earnings or headline risk? Codex: 6M realized volatility is 78.4% and options context is IV above recent HV.
Headlines
Lucid Group (LCID) Is Up 28.7% After Deep Cost Cuts And Index Shift - Has The Bull Case Changed? Yahoo Finance
LCID Stock Rises — Why A Video Of Uber CEO Inside Gravity Robotaxi Is Fueling Retail Interest In Lucid And Waymo Stocktwits
Lost Money on Lucid Group, Inc. (LCID)? Join Class Action Suit Seeking Recovery - Contact Levi & Korsinsky Morningstar
Lucid reports Q2 deliveries, taps auto exec for top finance position (LCID:NASDAQ) Seeking Alpha
Powder Keg Stocks: 10 Most‑Shorted Names Primed For A Monster Squeeze (CORRECTED) Benzinga
IBRX - ImmunityBio, Inc.
Questions
- What is the current reason for holding IBRX, and what would invalidate it? Codex: Review IBRX against trend above 50d and 200d, 3M return 32.4%, and headline context before changing the thesis.
- Is IBRX's drawdown company-specific, sector-driven, or broad market beta? Codex: 6M max drawdown is -42.3% with beta SPY 1.7679342225043846 and sector Healthcare.
- Is IBRX's volatility expected for its role in the portfolio? Codex: 6M realized volatility is 133.5% and options context is IV near recent HV.
- Is IBRX sized for its typical earnings move? Codex: Next earnings is 2026-08-04 with typical move 10.1% and expected move 41.9%.
- Is IBRX's RSI stretched enough to affect review timing? Codex: RSI is 73.3 and direction score is 0.9461.
Headlines
IBRX Stock Price Prediction 2025-2026 | Immunitybio Inc Forecast 24/7 Wall St.
IBRX Stock In Spotlight: ImmunityBio To Unveil Fresh Anktiva And BCG Data Next Week Stocktwits
IBRX Stock Surges 12% On Russell 1000 Inclusion Hopes Yahoo Finance
IBRX Stock At 3-Month High: Retail Bulls Eye July Catalysts Around Anktiva Saudi Expansion, Q2 Sales TradingView
ImmunityBio (IBRX) director pre-plans option exercises and sells 96,722 shares Stock Titan
RGTI - Rigetti Computing, Inc.
Questions
- What is the current reason for holding RGTI, and what would invalidate it? Codex: Review RGTI against trend below 50d and 200d, 3M return 36.0%, and headline context before changing the thesis.
- Is RGTI's drawdown company-specific, sector-driven, or broad market beta? Codex: 6M max drawdown is -49.8% with beta SPY 3.733443655748268 and sector Technology.
- Is RGTI's volatility expected for its role in the portfolio? Codex: 6M realized volatility is 102.1% and options context is IV near recent HV.
- What would need to change for RGTI to recover toward prior highs? Codex: Price is -67.4% from the 52-week high; watch for headline and technical improvement.
- What would improve RGTI's weak technical direction score? Codex: Direction score is -0.4683, with price vs EMA20 at -8.7%.
Headlines
Rigetti Computing (RGTI) Stock Looks Fully Valued After A Huge Run Yahoo Finance
Rigetti Computing (NASDAQ:RGTI) Shares Down 3.3% - Should You Sell? MarketBeat
Rigetti Computing Stock (RGTI) Opinions on Quantum Computing Momentum | RGTI Stock News Quiver Quantitative
Nio Stock Rips To Best Day In A Month As EV Orders Spike: Deutsche Bank Flags Strong Early-March Demand Stocktwits
Rigetti Computing, Inc. (RGTI) Registers a Bigger Fall Than the Market: Important Facts to Note Yahoo Finance
CCL - Carnival Corporation Ltd.
Questions
- What is the current reason for holding CCL, and what would invalidate it? Codex: Review CCL against trend mixed, 3M return 5.4%, and headline context before changing the thesis.
- Why has CCL lagged QQQ over the last 3 months? Codex: 3M relative performance vs QQQ is -17.6%; compare that against headline tone and thesis expectations.
Headlines
CCL Stock Gains 11% in 3 Months, Still Trails Industry: Buy or Wait? TradingView
Carnival (CCL) Stock Fair Value Falls After Softer Yield Guidance And Europe Demand Concerns Yahoo Finance
Carnival Stock Slips Premarket Ahead Of Q1 Earnings: Analyst Expects Solid Performance Despite Higher Fuel Costs Stocktwits
Lansforsakringar Fondforvaltning AB publ Increases Holdings in Carnival Corporation $CCL MarketBeat
Carnival Stock Is Down 14% From Its 52-Week High. Here’s What Q3 Miss Tells Investors TIKR.com