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Projects, Experiments, and Notes

This is mostly for my own enjoyment. Hopefully you find something interesting, but some things may still be under construction.

Live Research Snapshot

Market Pulse

Record-high equities are running into a cleaner but more dangerous test: inflation data, renewed oil stress around Hormuz, and a market already leaning risk-on after a strong tech-led rally. The opportunity is that benign inflation could extend the AI/liquidity trade, but the setup is now less forgiving—higher oil, hotter CPI, or hawkish Fed messaging would likely hit the same crowded growth and crypto areas that just bounced hardest.

Updated Aug 10, 2026 · Weekly Market Overview - 08/10/2026

Two-week outlook

Key Upcoming Market Events

Macro Earnings
This WeekAug 10 – Aug 14
Mon
Aug 1031
TSM Monthly Revenue
Jul 2026
FERG~
Ferguson Enterprises Inc
KSPI
Kaspi.kz AOBMO
JBSMiss
Jbs NV
ACMMiss
AECOM
AMTMBeat
AMENTUM HOLDINGS INC
25 more reporting
DOLE~
DOLE PLC
AAONBeat
AAON INC
ACHMiss
ACCENDRA HEALTH INC
BALY
BALLY'S CORP
CAAP
CORP AMERICA AIRPORTS SA
CNDTMiss
CONDUENT INC
CRCMiss
CALIFORNIA RESOURCES CORP
DDS
DILLARDS INC-CL A
HI
HIMSMiss
HIMS & HERS HEALTH INC
IHRTMiss
IHEARTMEDIA INC - CLASS A
NIQBeat
NIQ GLOBAL INTELLIGENCE PLC
NIUMiss
NIU TECHNOLOGIES-SPONS ADR
RDNT
RADNET INC
SEM
SGRYBeat
SURGERY PARTNERS INC
SPGBeat
SIMON PROPERTY GROUP INC
TMHC
ACHRBeat
ARCHER AVIATION INC-A
ACVABeat
ACV AUCTIONS INC-A
AIFC
AI FINANCIAL CORP
AIOTBeat
POWERFLEET INC
AIRSMiss
AIRSCULPT TECHNOLOGIES INC
ALCOBeat
ALICO INC
ALMRBeat
ALAMAR BIOSCIENCES INC
TueToday
Aug 1131
CPI Report
Jul 2026
CAH
Cardinal Health IncBMO
SE
Sea LtdBMO
SMCI
Super Micro Computer IncAMC
TME
Tencent Music Entertainment GroupBMO
ARMK
ARAMARKBMO
25 more reporting
CRWV
COREWEAVE INC-CL A
PAGS
PAGSEGURO DIGITAL LTD-CL A
QXO
QXO INC
SFD
SMITHFIELD FOODS INC
VG
VENTURE GLOBAL INC-CL A
AGRO
ADECOAGRO SA
ECX
ECARX HOLDINGS INC-CL A
HRB
H&R BLOCK INC
HUYA
HUYA INC-ADR
LITE
LUMENTUM HOLDINGS INC
MIDD
MIDDLEBY CORP
MRX
MAREX GROUP LTD
ONON
ON HOLDING AG-CLASS A
RXT
RACKSPACE TECHNOLOGY INC
VSTS
VESTIS CORP
ABSI
ABSCI CORP
ACCS
ACCESS NEWSWIRE INC
AII
AMERICAN INTEGRITY INSURANCE
ALMS
ALUMIS INC
AMBQ
AMBIQ MICRO INC
AMNF
ARMANINO FOODS OF DISTINCT
ANTA
ANTALPHA PLATFORM HLDNG CO-A
AQST
AQUESTIVE THERAPEUTICS INC
ATER
ATERIAN INC
ATEX
ANTERIX INC
Wed
Aug 1230
CSCO
Cisco Systems IncAMCMega-cap
PFGC
Performance Food Group CoBMO
VIPS
Vipshop Holdings Ltd
TBBB
Bbb Foods IncAMC
AMCR
AMCOR PLCBMO
25 more reporting
COHR
COHERENT CORP
AMZE
AMAZE HOLDINGS INC
EAT
BRINKER INTERNATIONAL INC
ENS
ENERSYS
EQPT
EQUIPMENTSHARE.COM INC-A
EYE
NATIONAL VISION HOLDINGS INC
GO
GROCERY OUTLET HOLDING CORP
KTB
KONTOOR BRANDS INC
LESL
LESLIE'S INC
NBIS
NEBIUS GROUP NV
PLGO
PELAGOS INSURANCE CAPITAL LT
REZI
RESIDEO TECHNOLOGIES INC
STUB
STUBHUB HOLDINGS INC-CLASS A
AADX
APPLIED AEROSPACE & DEFENSE
AIRI
AIR INDUSTRIES GROUP
ALLO
ALLOGENE THERAPEUTICS INC
ALLT
ALLOT LTD
AMPG
AMPLITECH GROUP INC
ANDG
ANDERSEN GROUP INC - A
AOSL
ALPHA & OMEGA SEMICONDUCTOR
ASNS
ACTELIS NETWORKS INC
ASPI
ASP ISOTOPES INC
AVEX
AEVEX CORP-CL A
AZ
A2Z CUST2MATE SOLUTIONS CORP
BETA
BETA TECHNOLOGIES INC -CL A
Thu
Aug 1332
PPI Report
Jul 2026
AMAT
Applied Materials IncAMCMega-cap
BAP
Credicorp LtdAMC
NU
NU HOLDINGS LTD/CAYMAN ISL-A
STNE
STONECO LTD-AAMC
AFYA
AFYA LTD-CLASS A
AIT
APPLIED INDUSTRIAL TECH INCBMO
25 more reporting
ARCO
ARCOS DORADOS HOLDINGS INC-A
AVAH
AVEANNA HEALTHCARE HOLDINGS
BIRK
BIRKENSTOCK HOLDING PLC
BN
BROOKFIELD CORP
BSP
BENDING SPOONS SPA
GLOB
GLOBANT SA
GMRS
GMR SOLUTIONS INC-A
KLC
KINDERCARE LEARNING COS INC
LGN
LEGENCE CORP-CL A
MH
MCGRAW HILL INC
MWH
SOLV ENERGY INC-CL A
NOMD
NOMAD FOODS LTD
TPR
TAPESTRY INC
WWW
WOLVERINE WORLD WIDE INC
YSWY
YESWAY INC-A
ABEO
ABEONA THERAPEUTICS INC
ACOG
ALPHA COGNITION INC
ADCT
ADC THERAPEUTICS SA
AEBI
AEBI SCHMIDT HOLDING AG
AEYE
AUDIOEYE INC
AFCG
ADVANCED FLOWER CAPITAL INC
AIRO
AIRO GROUP HOLDINGS INC
ALH
ALLIANCE LAUNDRY HOLDINGS IN
AMS
AMERICAN SHARED HOSPITAL SER
ARAI
ARRIVE AI INC
Fri
Aug 1427
RLX
RLX TECHNOLOGY INC-ADRBMO
AIRE
REALPHA TECH CORP
BEEM
BEAM GLOBAL
BKYI
BIO-KEY INTERNATIONAL INC
BRFH
BARFRESH FOOD GROUP INCAMC
22 more reporting
BRUN
BOOST RUN INC-CL A
DTST
DATA STORAGE CORP
EDBL
EDIBLE GARDEN AG INC
ELWT
ELAUWIT CONNECTION INC
EWCZ
FSI
FLEXIBLE SOLUTIONS INTL INC
LFWD
LIFEWARD LTD
LNZA
LANZATECH GLOBAL INC
MSGM
MOTORSPORT GAMES INC-A
MYPS
PLAYSTUDIOS INC
NWTG
NEWTON GOLF COMPANY INC
NXXT
NEXTNRG INC
OTLK
OUTLOOK THERAPEUTICS INC
PWCM
POWERCOMPUTE INC
RMIX
SUNCRETE INC-A
SLE
SUPER LEAGUE ENTERPRISE INC
STEX
STREAMEX CORP
ACTU
ACTUATE THERAPEUTICS INC
ACXP
ACURX PHARMACEUTICALS INC
ADGM
ADAGIO MEDICAL HOLDINGS INC
HURA
TUHURA BIOSCIENCES INC
SIND
SINDA LTD
Next WeekAug 17 – Aug 21
Mon
Aug 1728
Retail Sales
Jul 2026
XP
XP INC - CLASS A
DOYU
DOUYU INTERNATIONAL HOLD-ADR
FN
FABRINETAMC
AREC
AMERICAN RESOURCES CORP
BBW
BUILD-A-BEAR WORKSHOP INC
22 more reporting
BZAI
BLAIZE HOLDINGS INC
CBAT
CBAK ENERGY TECHNOLOGY LTD
CNTB
CONNECT BIOPHARMA HOLDINGS L
COSM
COSMOS HEALTH INC
CRGO
FREIGHTOS LTD
ESTC
ELASTIC NV
FLNT
FLUENT INC
FLXS
FLEXSTEEL INDS
GLOO
GLOO HOLDINGS INC-A
HTCR
HEARTCORE ENTERPRISES INC
JTAI
JET.AI INC
NRXP
NRX PHARMACEUTICALS INC
OLB
OLB GROUP INC
PNRG
PRIMEENERGY RESOURCES CORP
RIME
ALGORHYTHM HOLDINGS INC
VVOS
VIVOS THERAPEUTICS INC
LXEO
LEXEO THERAPEUTICS INC
NTHI
NEONC TECHNOLOGIES HOLDINGS
RVPH
REVIVA PHARMACEUTICALS HOLDI
SCYX
SCYNEXIS INC
SGMT
SAGIMET BIOSCIENCES INC-A
WAVE
ECO WAVE POWER GLOBAL AB-ADR
Tue
Aug 1829
HD
Home Depot IncMega-cap
BIDU
Baidu IncBMO
IQ
iQIYI Inc
BZ
KANZHUN LTD - ADRBMO
TOL
TOLL BROTHERS INCAMC
24 more reporting
VNET
VNET GROUP INC-ADR
AS
AMER SPORTS INC
AUNA
AUNA SA-CLASS A
COTY
COTY INC-CL A
HSAI
HESAI GROUP
JKHY
JACK HENRY & ASSOCIATES INC
KEYS
KEYSIGHT TECHNOLOGIES IN
KLAR
KLARNA GROUP PLC
LZB
LA-Z-BOY INC
CLGN
COLLPLANT BIOTECHNOLOGIES LT
DRTS
ALPHA TAU MEDICAL LTD
EVGN
EVOGENE LTD
IRIX
IRIDEX CORP
MRCY
MERCURY SYSTEMS INC
PONY
PONY AI INC
PRE
PRENETICS GLOBAL LTD-CL A
PROP
PRAIRIE OPERATING CO
UFI
UNIFI INC
AVBP
ARRIVENT BIOPHARMA INC
CALC
CALCIMEDICA INC
KYTX
KYVERNA THERAPEUTICS INC
NBP
NOVABRIDGE BIOSCIENCES
OVID
OVID THERAPEUTICS INC
VANI
VIVANI MEDICAL INC
Wed
Aug 1929
LOW
Lowe's Companies IncBMOMega-cap
TGT
Target CorpBMOMarket bellwether
TJX
TJX Companies IncMega-cap
ADI
ANALOG DEVICES INCBMO
EL
ESTEE LAUDER COMPANIES-CL AAMC
24 more reporting
KC
KINGSOFT CLOUD HOLDINGS-ADR
ROST
ROSS STORES INC
VIK
VIKING HOLDINGS LTD
YMM
FULL TRUCK ALLIANCE -SPN ADR
NDSN
NORDSON CORP
OSIS
OSI SYSTEMS INC
ZIM
ZIM INTEGRATED SHIPPING SERV
ALVO
ALVOTECH SA
ARAY
ACCURAY INC
BILL
BILL HOLDINGS INC
BULL
WEBULL CORP
CCIF
CARLYLE CREDIT INCOME FUND
CLIR
CLEARSIGN TECHNOLOGIES CORP
DVLT
DATAVAULT AI INC
FLNG
FLEX LNG LTD
MGX
METAGENOMI THERAPEUTICS INC
MSS
MAISON SOLUTIONS INC-A
NAKA
NAKAMOTO INC
RDZN
ROADZEN INC
SFL
SFL CORP LTD
SLQT
SELECTQUOTE INC
TWIN
TWIN DISC INC
VNRX
VOLITIONRX LTD
WOLF
WOLFSPEED INC
Thu
Aug 2023
WMT
Walmart IncMega-cap
DE
Deere & CoBMOMega-cap
BABA
Alibaba Group Holding LtdMega-cap
NTES
NetEase IncBMO
FUTU
Futu Holdings Ltd
18 more reporting
RERE
ATRenew Inc
AAP
ADVANCE AUTO PARTS INC
ATAT
ATOUR LIFESTYLE HOLDINGS-ADR
ATHM
AUTOHOME INC-ADR
DAO
YOUDAO INC - ADR
FLO
FLOWERS FOODS INC
HOV
HOVNANIAN ENTERPRISES-A
SCSC
SCANSOURCE INC
SPR
UI
UBIQUITI INC
BKE
BUCKLE INC/THE
BOSC
BOS BETTER ON-LINE SOLUTIONS
DQ
DAQO NEW ENERGY CORP-ADR
ICG
INTCHAINS GROUP LTD-ADR
LYTS
LSI INDUSTRIES INC
MOV
MOVADO GROUP INC
MZTI
MARZETTI COMPANY/THE
EVAX
EVAXION A/S
Fri
Aug 211
BJ
BJ'S WHOLESALE CLUB HOLDINGS
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Projects, Investing, and Experiments

Browse investing notes, project writeups, and practical tests.