Research Radar archive
What the system was watching on June 2, 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 near-term setup: Q1 2026 revenue rose 54% YoY, EPS and adjusted EBITDA beat, adjusted gross margin expanded to 47%, and management raised FY2026 revenue growth guidance to about 40%+. New Big Tech engagements expected to add about $51M in 2026 support visibility, while the stock is up about 162% over 21 trading days. | Jun 2–9 | Active (as of archive) | Open |
NVDA NVIDIA Corporation Technology | Record Q1 revenue of $81.6B, up 85% YoY and 20% sequentially, with Blackwell/GB300 demand described as sold out in several areas. New Corning and IREN partnerships extend the AI infrastructure catalyst, and the stock remains in a constructive 21-day uptrend. | Jun 2–9 | Active (as of archive) | Open |
AVGO Broadcom Inc. Technology | Legitimate AI semiconductor momentum idea: Q1 revenue was $19.3B, up 29% YoY, with strong margins and free cash flow. Management highlighted accelerating AI semiconductor demand and secured supply through 2028, while bullish AI/data-center headlines and a breakout chart support near-term continuation. | Jun 2–9 | Active (as of archive) | Open |
DDOG Datadog, Inc. Technology | Strong short-term hot idea with earnings, guidance, product momentum, and technicals aligned. Revenue grew about 32%-33% YoY, EPS beat, full-year guidance was raised, free cash flow was around $289M, and new AI/security products support the narrative; the stock nearly doubled over 21 trading days. | Jun 2–9 | Active (as of archive) | Open |
FTNT Fortinet, Inc. Technology | Cybersecurity momentum is backed by fundamentals: Q1 2026 revenue rose 20% YoY, billings rose 31%, management raised 2026 revenue guidance, and Fortinet reported record operating and free cash flow. The stock is up about 70.6% over 21 trading days and recently hit a fresh 52-week high. | Jun 2–9 | Active (as of archive) | Open |
CRWD CrowdStrike Holdings, Inc. Technology | Very near-term catalyst into 2026-06-03 results, with strong technical demand after a roughly 72% 21-day run and a fresh high on 2026-06-01. Positive evidence includes ARR growth, strong retention, Flex adoption, improving net new ARR, positive free cash flow, and a $500M buyback increase. | Jun 2–9 | Active (as of archive) | Open |
IOT Samsara Inc. Technology | Near-term momentum/event-driven setup into Q1 FY27 earnings on 2026-06-04. Revenue rose 28% YoY, ARR reached $1.9B, the company posted a second straight quarter of GAAP profitability, and the stock is up 26% over 21 trading days at a new high. | Jun 2–9 | Active (as of archive) | Open |
SNOW Snowflake Inc. Technology | Post-earnings AI software momentum remains strong: Snowflake beat earnings and guidance expectations, raised FY2026 guidance, and cited stronger bookings, retention, RPO, product revenue growth, and broad AI adoption. The stock nearly doubled over 21 trading days, supporting continuation potential despite stretch risk. | Jun 2–9 | Active (as of archive) | Open |
AKAM Akamai Technologies, Inc. Technology | Catalyst stack: Q1 revenue grew 6% YoY, Cloud Infrastructure Services rose 40%, management raised FY26 sales guidance, and Akamai secured a $1.8B seven-year AI infrastructure commitment from a U.S.-based frontier model provider. Bank of America also upgraded shares to tracking idea with a 175 target. | Jun 2–9 | Active (as of archive) | Open |
AFRM Affirm Holdings, Inc. Technology | Constructive fintech momentum with strong operating evidence: fiscal Q3 results were solid, FY2026 guidance has been raised three times, GMV grew 35%, RLTC grew 41%, and GAAP profitability improved. Recent Stripe, Google, One William Street, and Royal Caribbean partnerships plus a Bank of America target hike to $88 support near-term interest. | Jun 2–9 | 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 |
|---|---|---|---|---|
DDOG Datadog, Inc. Technology | May 22–29 | +11.3% | 2026-05-29 | Open |
INOD Innodata Inc. Technology | May 22–29 | +9.9% | 2026-05-29 | Open |
ZS Zscaler, Inc. Technology | May 22–29 | -23.4% | 2026-05-29 | Open |
FTNT Fortinet, Inc. Technology | May 22–29 | +3.0% | 2026-05-29 | Open |
MRVL Marvell Technology, Inc. Technology | May 22–29 | +4.4% | 2026-05-29 | Open |
XMTR Xometry, Inc. Industrials | May 22–29 | +6.8% | 2026-05-29 | Open |
WLDN Willdan Group, Inc. Industrials | May 22–29 | -2.9% | 2026-05-29 | Open |
LQDA Liquidia Corporation Healthcare | May 22–29 | +1.4% | 2026-05-29 | Open |
RKLB Rocket Lab USA, Inc. Industrials | May 22–29 | +5.7% | 2026-05-29 | Open |
SPOT Spotify Technology S.A. Communication Services | May 22–29 | -4.3% | 2026-05-29 | Open |
Weekly rating moves
Rating moves
Upgrades and downgrades captured for the week.
Snapshot — week of 2026-06-02
- APP8.5AppLovin Corporation · Technology
- CRS8.2Carpenter Technology Corporation · Industrials
- SAP8.2SAP SE · Technology
- KLAC8.1KLA Corporation · Technology
- HWM8.0Howmet Aerospace Inc. · Industrials
- LLY8.0Eli Lilly and Company · Healthcare
- ANET8.0Arista Networks, Inc. · Technology
- RY8.0Royal Bank of Canada · Financial Services
- MUFG8.0Mitsubishi UFJ Financial Group, Inc. · Financial Services
- VRT8.0Vertiv Holdings Co · Industrials
Quant Lab
Quant strategy tests
One concrete backtest at a time — strategy, universe, period, metric, limitation.
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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%