CLOSED PREVIOUS SESSION The short-term Hot Ideas closed seven positions in the previous session: four finished higher, three finished lower, and the average result was +2.1%. BLLN — BillionToOne, Inc. — led the group at +15.1%, followed by VICR at +13.0%, AVAH at +4.5% and TTWO at +3.0%. The losses mattered too. REAL finished at -3.4%, SNX at -7.9%, and FDXF was the weakest close at -9.3%. HOT IDEAS ON RADAR 35 active today, centered on healthcare momentum, AI infrastructure and consumer strength. LLYEli Lilly and CompanyStrong healthcare momentum with multiple concrete catalysts: Q1 2026 revenue rose 56% to $19.8B, guidance was raised to $82B-$85B, Foundayo was FDA-approved and launched, PBM coverage expanded for obesity products, and Phase 3 data for retatrutide and Foundayo were strong. PENGPenguin Solutions, Inc.Event-driven AI infrastructure setup with a near-term catalyst: management reportedly raised fiscal 2026 sales outlook on 2026-06-24, earnings are due 2026-07-07, and AI/HPC bookings plus NVIDIA, ClusterWareAI, and Dell AI Partner recognition support momentum. EATBrinker International, Inc.Strong consumer momentum after a beat-and-raise: Q3 revenue was $1.47B, adjusted EPS was $2.90, FY2026 guidance was raised to $5.78B-$5.82B revenue and $10.60-$10.85 EPS, and Chili’s delivered its 20th straight quarter of same-store sales growth. Others on radar GISHWMBLLNDAVESITMXMTRPBFBBVLOLXRX+22 more BIG MOVERS — PREVIOUS SESSION Close-to-close move over the previous session. | MAMAMama's Creations, Inc. | -13.6% |
Hot Ideas · held since Jun 25, 2026 Shares fell after Mama's Creations priced a $100 million public offering of common stock. | SNDKSandisk Corporation | +10.9% |
Hot Ideas · held since Jun 25, 2026 No single clear catalyst in the day's news. MARKET PULSE Investors rotated beyond big tech while Fed guidance, trade policy and manufacturing data kept the macro backdrop in focus. U.S. manufacturing expanded for the sixth month in a row, the Russell 2000 hit a record, the Nasdaq slipped, and crude declined. AI stayed central to the tape, with Meta reportedly planning a cloud business for AI compute and model access. |