Research Radar archive
What the system was watching on May 29, 2026
Frozen snapshot — captured at . This page does not refresh. Live view: today's Radar.
AI stock ideas
AI stock ideas
Short-term ideas with entry date, tracking window, and public outcome.
DatedTrackedOutcome visibleResearch only
| Ticker | Catalyst | Window | Status | Link |
|---|---|---|---|---|
INOD Innodata Inc. Technology | Strongest catalyst mix: Q1 2026 revenue rose 54% YoY, adjusted EBITDA beat, full-year 2026 revenue growth guidance was raised to 40%+, and new Big Tech engagements are expected to contribute about $51M of 2026 revenue. Stock is in a powerful breakout, up 147% over 21 trading days and at a new high on 2026-05-29. | May 29 – Jun 5 | Active (as of archive) | Open |
CRDO Credo Technology Group Holding Ltd Technology | AI networking momentum remains strong, with latest quarter revenue up 201.5% YoY, 69% gross margin, 39% operating margin, and $140M free cash flow. Recent catalysts include 800G ZeroFlap launch, Rebellions collaboration, DustPhotonics acquisition, and cable-dispute settlements, while the stock is up about 32% over 21 trading days and broke above its prior high. | May 29 – Jun 5 | Active (as of archive) | Open |
PLTR Palantir Technologies Inc. Technology | Legitimate near-term momentum setup supported by Q1 revenue growth of 85%, raised full-year guidance, a $300M USDA agreement, Cleveland-Cliffs partnership, and strong U.S. commercial/government AIP demand. Technicals confirm strength, with a new 21-day high at 156.46 and a sharp 14% gain over the last five sessions. | May 29 – Jun 5 | Active (as of archive) | Open |
DDOG Datadog, Inc. Technology | Q1 2026 was a clear catalyst, with revenue up 32% YoY to $1.006B and full-year guidance raised. AI-linked demand and product catalysts including MCP Server, Bits AI Security Agent, GPU Monitoring, Experiments, and FedRAMP High certification supports continued monitoring; stock is up about 83% over 21 trading days. | May 29 – Jun 5 | Active (as of archive) | Open |
CRWD CrowdStrike Holdings, Inc. Technology | Cybersecurity momentum is strong, with the stock up about 63% over 21 trading days and near a 52-week high. Business momentum is supported by ending ARR of $5.25B, net new ARR of $1.01B, strong Falcon Flex adoption, AI/security product releases, and a near-term fiscal Q1 2027 earnings catalyst on 2026-06-03. | May 29 – Jun 5 | Active (as of archive) | Open |
DELL Dell Technologies Inc. Technology | Fresh 2026-05-28 earnings catalyst showed record Q1 revenue of $43.8B and record EPS, with guidance provided. AI infrastructure evidence is strong, including $64B AI server orders, $43B backlog, raised AI server shipment guidance to $20B, and raised full-year revenue/EPS guidance; stock rose about 97% over 21 trading days. | May 29 – Jun 5 | Active (as of archive) | Open |
FROG JFrog Ltd. Technology | Q1 2026 beat and raised full-year guidance, with EPS of $0.27 versus $0.22 expected. AI coding agents, AI experimentation, supply-chain security, and AI governance releases are resonating with software investors; stock rose about 69.6% over 21 trading days. | May 29 – Jun 5 | Active (as of archive) | Open |
MU Micron Technology, Inc. Technology | AI memory momentum is very strong: fiscal Q2 delivered record revenue and company-high free cash flow, Q3 guidance pointed to record revenue and about 81% gross margin, and management cited tight AI-driven DRAM/NAND/HBM demand. Product catalysts include HBM4 for NVIDIA Vera Rubin, PCIe Gen6 SSDs, SOCAMM2, and 245TB SSD shipments; stock is up about 85% over 21 trading days. | May 29 – Jun 5 | Active (as of archive) | Open |
RKLB Rocket Lab USA, Inc. Industrials | Strong space/defense momentum candidate, up about 71% over 21 trading days. News flow includes record revenue, strong Q2 outlook, $2.2B backlog, new Neutron/Electron bookings, Space Force GEO satellite contract, SDA SRR completion, launch activity, and acquisitions expanding capabilities. | May 29 – Jun 5 | Active (as of archive) | Open |
WDAY Workday, Inc. Technology | Recent Q1 FY2027 results drove a breakout, with revenue up 13.5% YoY to $2.542B and subscription revenue up 14.3%. Workday beat non-GAAP earnings and revenue, continues to push AI-linked product news and partnerships, and the stock is up about 19% over 21 trading days after clearing its prior range high. | May 29 – Jun 5 | Active (as of archive) | Open |
Trust layer
Outcome log
Closed ideas with realised P/L. Winners and losers stay visible.
| Ticker | Window | Outcome | Closed | Link |
|---|---|---|---|---|
INOD Innodata Inc. Technology | May 21–28 | +0.8% | 2026-05-28 | Open |
LITE Lumentum Holdings Inc. Technology | May 21–28 | -10.8% | 2026-05-28 | Open |
NVDA NVIDIA Corporation Technology | May 21–28 | -2.4% | 2026-05-28 | Open |
MRVL Marvell Technology, Inc. Technology | May 21–28 | +7.4% | 2026-05-28 | Open |
ZS Zscaler, Inc. Technology | May 21–28 | -24.0% | 2026-05-28 | Open |
FTNT Fortinet, Inc. Technology | May 21–28 | +0.2% | 2026-05-28 | Open |
CPAY Corpay, Inc. Technology | May 21–28 | +1.4% | 2026-05-28 | Open |
OKTA Okta, Inc. Technology | May 21–28 | +5.9% | 2026-05-28 | Open |
XMTR Xometry, Inc. Industrials | May 21–28 | +9.7% | 2026-05-28 | Open |
AGL Agilon Health, Inc. Healthcare | May 21–28 | +12.2% | 2026-05-28 | Open |
Weekly rating moves
Rating moves
Upgrades and downgrades captured for the week.
Snapshot — week of 2026-05-29
- TSM8.5Taiwan Semiconductor Manufacturing Company Limited · Technology
- MU8.3Micron Technology, Inc. · Technology
- MNST8.3Monster Beverage Corporation · Consumer Defensive
- APP8.2AppLovin Corporation · Technology
- AGYS8.2Agilysys, Inc. · Technology
- V8.0Visa Inc. · Financial Services
- AMZN8.0Amazon.com, Inc. · Consumer Cyclical
- ERIC8.0Telefonaktiebolaget LM Ericsson (publ) · Technology
- INOD8.0Innodata Inc. · Technology
- CRDO8.0Credo Technology Group Holding Ltd · Technology
Quant Lab
Quant strategy tests
One concrete backtest at a time — strategy, universe, period, metric, limitation.
Quant Lab
Latest quant strategy test
Regime-Adaptive Relative Momentum on Top 100 Most Traded U.S. Stocks
REGIME_ADAPTIVE_RELATIVE_MOMENTUMregime-adaptiverelative-momentumtop-100liquid-us-stocks2020-01-01..2025-10-08
- Sharpe
- 1.08
- Total return
- +46.4%
- Max drawdown
- -13.2%
- Volatility
- +7.5%
Regime-Adaptive Relative Momentum on Top 100 Most Traded U.S. Stocks — strategy card Spec ID: spec-regime-adaptive-relative-momentum-top100-us-stocks-1779642517 · Generated: 2026-05-24 17:34 UTC One-line description…
Latest run — May 24, 2026. Research artifact, not live performance.
Recently added
- Time-Series Momentum w/ Trend Filter + Volatility/Drawdown Crash Protection (US Stocks)Sharpe 0.73·+65.5%