Research Radar archive
What the system was watching on July 9, 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 |
|---|---|---|---|---|
NET Cloudflare, Inc. Technology | Strong near-term momentum with shares up about 15% over 21 trading days and about 12% in the last five sessions, closing 2026-07-09 at a new short-term high. Scotiabank upgraded NET to Sector Outperform on 2026-07-07 and raised its target to $300 from $225, while AI infrastructure, cybersecurity, OpenAI/Anthropic-related platform news, and the VoidZero acquisition support sentiment. | Jul 9–16 | Active (as of archive) | Open |
FTNT Fortinet, Inc. Technology | Cybersecurity momentum remains favorable after strong Q1 results, improved revenue, product revenue, billings, margins, EPS, cash flow, and raised 2026 revenue guidance. Product catalysts include FortiGate additions, FortiAIGate with NVIDIA platforms, and FortiSOC, while the stock is up about 17% over 21 trading days and holding above its 21-day average. | Jul 9–16 | Active (as of archive) | Open |
CHYM Chime Financial, Inc. Class A Common Stock Financial Services | Improving fintech fundamentals and strong price action support near-term research interest. Q1 2026 results on 2026-05-06 beat revenue guidance, delivered strong incremental margins, and marked the first GAAP-profitable quarter as a public company; the stock is up about 26% over 21 trading days and rose 11.2% on heavy volume on 2026-06-29 after supportive headlines. | Jul 9–16 | Active (as of archive) | Open |
BLLN BillionToOne, Inc. Healthcare | Research setup flagged with shares up about 22.8% over 21 trading days, a new 21-day high, and price well above its short-term average. Recent catalysts include Unity Confirm launch, raised full-year 2026 guidance, and peer-reviewed Northstar Response data outperforming standard imaging as an immunotherapy outcome predictor, alongside much-improved Q1 margins and strong liquidity. | Jul 9–16 | Active (as of archive) | Open |
SNDK Sandisk Corporation Technology | AI-memory momentum remains one of the stronger setups, with the stock up about 15% over 21 trading days. Evidence includes very strong latest-quarter margins and free cash flow, AI-driven NAND demand and memory-shortage headlines, upcoming QLC Stargate shipments, BiCS10 sampling, 10th-generation 3D flash production, multiyear supply partnerships, and Nasdaq-100 inclusion. | Jul 9–16 | Active (as of archive) | Open |
SITM SiTime Corporation Technology | Recent operating evidence is strong: Q2 revenue rose 88% to $113.6 million, AI-focused CED revenue rose 158%, and management raised full-year growth guidance to at least 80%. The Renesas timing-assets acquisition completed on 2026-07-01 adds a strategic catalyst, while gross margin, operating margin, and operating cash flow show improving leverage. | Jul 9–16 | Active (as of archive) | Open |
AORT Artivion, Inc. Healthcare | Medical-device catalyst stack is unusually concrete: Q1 2026 revenue rose 18% year over year and adjusted EBITDA rose 26%, Endospan was acquired, and FDA PMA approval for AMDS on 2026-06-29 opened an estimated $150 million annual U.S. market opportunity. The stock has rebounded about 14% over 21 trading days. | Jul 9–16 | Active (as of archive) | Open |
LQDA Liquidia Corporation Healthcare | Commercial momentum is strong, with Q1 2026 YUTREPIA net product sales near $130 million, more than 4,500 unique prescriptions, about 3,750 patients treated, and a third consecutive profitable quarter. The stock is up about 25.7% over 21 trading days and S&P SmallCap 600 inclusion effective 2026-06-22 adds visibility and potential demand. | Jul 9–16 | Active (as of archive) | Open |
CSCO Cisco Systems, Inc. Technology | Cisco has strong near-term fundamental support from Q3 FY2026 revenue of $15.8 billion, product orders up 35% year over year, networking orders up more than 50%, raised FY2026 guidance, and about $9 billion of AI infrastructure orders from hyperscalers. The stock has rebounded from 111.79 to 117.90 recently, with upside if it clears the 120.7-121.4 range. | Jul 9–16 | Active (as of archive) | Open |
INSM Insmed Incorporated Healthcare | Biopharma momentum is supported by Q1 2026 revenue of $306.0 million, BRINSUPRI revenue of $207.9 million, ARIKAYCE revenue of $98.1 million, reiterated 2026 guidance for at least $1 billion in BRINSUPRI sales, and ENCORE meeting primary and key secondary endpoints. The stock is up about 19% over 21 trading days and remains above its short-term average. | Jul 9–16 | 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 |
|---|---|---|---|---|
LLY Eli Lilly and Company Healthcare | Jul 1–8 | +2.0% | 2026-07-08 | Open |
SITM SiTime Corporation Technology | Jul 1–8 | -13.0% | 2026-07-08 | Open |
AORT Artivion, Inc. Healthcare | Jul 1–8 | +0.1% | 2026-07-08 | Open |
PENG Penguin Solutions, Inc. Technology | Jul 1–8 | +14.0% | 2026-07-08 | Open |
CAI Caris Life Sciences, Inc. Healthcare | Jul 1–8 | -7.6% | 2026-07-08 | Open |
EAT Brinker International, Inc. Consumer Cyclical | Jul 1–8 | +1.7% | 2026-07-08 | Open |
GIS General Mills, Inc. Consumer Defensive | Jul 1–8 | -3.8% | 2026-07-08 | Open |
HWM Howmet Aerospace Inc. Industrials | Jul 1–8 | +1.6% | 2026-07-08 | Open |
BLLN BillionToOne, Inc. Healthcare | Jul 1–8 | -1.4% | 2026-07-08 | Open |
FTNT Fortinet, Inc. Technology | Jul 1–8 | -1.4% | 2026-07-08 | Open |
Weekly rating moves
Rating moves
Upgrades and downgrades captured for the week.
Snapshot — week of 2026-07-09
- KRYS8.5Krystal Biotech, Inc. · Healthcare
- RDDT8.2Reddit, Inc. · Communication Services
- AVGO8.1Broadcom Inc. · Technology
- CRMD8.1CorMedix Inc. · Healthcare
- JPM8.1JPMorgan Chase & Co. · Financial Services
- ARGX8.1argenx SE · Healthcare
- HG8.0Hamilton Insurance Group, Ltd. · Financial Services
- ANET8.0Arista Networks, Inc. · Technology
- SE8.0Sea Limited · Consumer Cyclical
- LLY8.0Eli Lilly and Company · Healthcare
Quant Lab
Quant strategy tests
One concrete backtest at a time — strategy, universe, period, metric, limitation.
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Latest quant strategy test
Sector Relative Strength Rotation (3/6/12m vs SPY)
SECTOR_MOMENTUMsector-rotationmomentumetfrelative-strength2020-01-01..2026-07-15
- Sharpe
- 1.21
- Total return
- +161.2%
- Max drawdown
- -23.8%
- Volatility
- +20.5%
Sector Relative Strength Rotation (3/6/12m vs SPY) — strategy card Spec ID: spec-sector-momentum-rotation-etf-top50-1767027941v12 · Generated: 2026-07-09 22:58 UTC Cluster: Momentum · Sub Cluster: Sector Etf Relative…
Latest run — Jul 9, 2026. Research artifact, not live performance.
Recently added
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