Research Radar archive
What the system was watching on July 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 |
|---|---|---|---|---|
NRIX Nurix Therapeutics, Inc. Healthcare | Strong near-term catalyst and momentum setup: stock rose about 42% over 21 trading days, supported by Roche collaboration worth up to $2.3B with $700M upfront and positive NX-5948 CLL/SLL data including 92.9% ORR in a second-line group. | Jul 2–9 | Active (as of archive) | Open |
RIVN Rivian Automotive, Inc. Consumer Cyclical | Clear fresh operational catalyst: on 2026-07-02 Rivian reported Q2 production of 12,613 and deliveries of 12,194, above prior guidance of 9,000-11,000, following first public R2 customer deliveries on 2026-06-09; stock made a fresh short-term high. | Jul 2–9 | Active (as of archive) | Open |
MBX MBX Biosciences, Inc. Common Stock Healthcare | High-momentum biotech with recent clinical catalysts: shares rose about 88% over 21 trading days after Phase 2 canvuparatide and one-year extension data on 2026-06-12, plus preliminary MBX 4291 Phase 1 data showing mean 7% weight loss at 8 weeks. | Jul 2–9 | Active (as of archive) | Open |
AORT Artivion, Inc. Healthcare | Medtech catalyst stack is strong: recent FDA PMA approvals for NEXUS and AMDS, with AMDS approval on 2026-06-29 opening an estimated $150M annual U.S. market; Q1 2026 revenue grew 18% and stock is up about 15% over 21 trading days. | Jul 2–9 | Active (as of archive) | Open |
DDOG Datadog, Inc. Technology | Software momentum candidate with strong execution: Q1 2026 revenue grew 32% YoY to $1.006B, operating cash flow was $335M, recent AI/security product launches and FedRAMP High certification support sentiment, and shares gained about 18% from 2026-06-25 to 2026-07-02. | Jul 2–9 | Active (as of archive) | Open |
FROG JFrog Ltd. Technology | Constructive software momentum: stock rose about 13% over 21 trading days and closed near the period high, supported by Russell 3000 inclusion, Anthropic partnership, NanoClaw collaboration, strong cash flow, and Gartner Magic Quadrant leadership recognition. | Jul 2–9 | Active (as of archive) | Open |
BILL Bill.com Holdings, Inc. Technology | Strong rebound with shareholder-return support: stock rose about 25% over 21 trading days, analysts cited 36%-42% implied upside, and recent earnings showed raised full-year guidance, GAAP profitability, near-20% non-GAAP operating margin, and a $1B buyback authorization. | Jul 2–9 | Active (as of archive) | Open |
PGNY Progyny, Inc. Healthcare | Favorable momentum plus capital return: stock is up about 19% over 21 trading days at a fresh short-term high, Q1 revenue reached a record $328.5M, free cash flow was $39.6M, leverage is low, and the board approved a new $200M buyback. | Jul 2–9 | Active (as of archive) | Open |
CHYM Chime Financial, Inc. Class A Common Stock Financial Services | Improving fintech profile with breakout action: Q1 2026 revenue beat guidance and delivered the first quarter of GAAP profitability as a public company, cash exceeded debt, a 2026-06-29 tracking idea upgrade cited 71.5% upside, and the stock is up about 18% over 21 trading days. | Jul 2–9 | Active (as of archive) | Open |
AZN AstraZeneca PLC Healthcare | Pharma name with multiple recent catalysts: late May and June brought several U.S. approvals and positive late-stage updates including TRUQAP, BAXFENDY, IMFINZI, Datroway, IMFINZI/IMJUDO, and camizestrant SERENA-6 data; shares gained about 9.6% over 21 trading days. | Jul 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 |
|---|---|---|---|---|
NTRA Natera, Inc. Healthcare | Jun 24 – Jul 1 | +6.3% | 2026-07-01 | Open |
LQDA Liquidia Corporation Healthcare | Jun 24 – Jul 1 | +5.0% | 2026-07-01 | Open |
BLLN BillionToOne, Inc. Healthcare | Jun 24 – Jul 1 | +13.5% | 2026-07-01 | Open |
DELL Dell Technologies Inc. Technology | Jun 24 – Jul 1 | -2.0% | 2026-07-01 | Open |
GLW Corning Incorporated Technology | Jun 24 – Jul 1 | +7.2% | 2026-07-01 | Open |
SNEX StoneX Group Inc. Financial Services | Jun 24 – Jul 1 | -9.1% | 2026-07-01 | Open |
LTH Life Time Group Holdings, Inc. Consumer Cyclical | Jun 24 – Jul 1 | +3.0% | 2026-07-01 | Open |
ELAN Elanco Animal Health Incorporated Healthcare | Jun 24 – Jul 1 | +0.5% | 2026-07-01 | Open |
FLR Fluor Corporation Industrials | Jun 24 – Jul 1 | -5.3% | 2026-07-01 | Open |
REAL The RealReal, Inc. Consumer Cyclical | Jun 24 – Jul 1 | -5.1% | 2026-07-01 | Open |
Weekly rating moves
Rating moves
Upgrades and downgrades captured for the week.
Snapshot — week of 2026-07-02
- KRYS8.1Krystal Biotech, Inc. · Healthcare
- ASML8.0ASML Holding N.V. · Technology
- ECG8.0Everus Construction Group, Inc. · Industrials
- LLY8.0Eli Lilly and Company · Healthcare
- CINF8.0Cincinnati Financial Corporation · Financial Services
- ASX8.0ASE Technology Holding Co., Ltd. · Technology
- ELA8.0Envela Corporation · Consumer Cyclical
- RY8.0Royal Bank of Canada · Financial Services
- V8.0Visa Inc. · Financial Services
- ILMN8.0Illumina, Inc. · Healthcare
Quant Lab
Quant strategy tests
One concrete backtest at a time — strategy, universe, period, metric, limitation.
Quant Lab
Latest quant strategy test
Hybrid Overnight Momentum with Intraday Extension Fade
HYBRID_OVERNIGHT_INTRADAYovernight-momentumintraday-mean-reversionhybrid-alphaclose-to-close2018-01-01..2023-01-01
- Sharpe
- 0.86
- Total return
- +38.1%
- Max drawdown
- -11.3%
- Volatility
- +8.8%
Hybrid Overnight Momentum with Intraday Extension Fade — strategy card Spec ID: spec-hybrid-overnight-intraday-us-stocks-1782341488 · Generated: 2026-06-24 23:37 UTC Cluster: Momentum · Sub Cluster: Overnight Momentum…
Latest run — Jun 24, 2026. Research artifact, not live performance.
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