Research Radar archive
What the system was watching on August 7, 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 | Cloudflare has one of the clearest fresh catalysts: on 2026-08-07 it beat Q2 revenue and earnings estimates and raised full-year 2026 revenue and earnings guidance, while the stock closed at the top of its 21-day range with a roughly 14% 21-day gain. | Aug 7–14 | Active (as of archive) | Open |
TWLO Twilio Inc. Communication Services | Twilio turned into a credible short-term momentum idea after its 2026-08-06/2026-08-07 earnings catalyst: revenue and earnings beat, 2026 guidance was raised, sales grew 22%, cash generation was strong, and the stock was up about 28% over the last five sessions. | Aug 7–14 | Active (as of archive) | Open |
TEAM Atlassian Corporation Technology | Atlassian delivered a major 2026-08-06 upside surprise with EPS of $1.87 vs. $1.48 expected and a revenue beat, supported by 32% YoY revenue growth, 29% cloud revenue growth, 37% RPO growth, NRR above 120%, and a post-earnings surge above 30%. | Aug 7–14 | Active (as of archive) | Open |
ONDS Ondas Holdings Inc. Technology | Ondas has dense near-term catalyst flow from defense and drone contracts, including more than $70M of orders cited by 2026-07-22 and another over $50M U.S. Army order on 2026-08-05; 2026 revenue guidance was raised and the stock rose about 24% over 21 trading days. | Aug 7–14 | Active (as of archive) | Open |
RDW Redwire Corporation Industrials | Redwire screens as a strong momentum/catalyst idea: Q2 revenue reached $117.1M, backlog hit a record $542.1M, headlines cited sales and earnings beats, facility expansions and contract wins, and the stock rose about 33% over 21 trading days. | Aug 7–14 | Active (as of archive) | Open |
INSM Insmed Incorporated Healthcare | Insmed has strong biotech catalysts: Q2 revenue was $425.5M, BRINSUPRI revenue grew 49% sequentially to $309.2M, 2026 BRINSUPRI guidance was raised to $1.25B-$1.40B, TPIP data were favorable, and the Q2 loss of $0.52 beat the $0.69 consensus loss. | Aug 7–14 | Active (as of archive) | Open |
FIGS FIGS, Inc. Consumer Cyclical | FIGS has a fresh earnings-and-breakout setup: on 2026-08-06 Q2 revenue rose 28.8% YoY to $196.6M and EPS of $0.11 beat $0.07 expected, while the stock broke out to 14.18 on 2026-08-07 after trading in a 9.2-11.2 range. | Aug 7–14 | Active (as of archive) | Open |
LIFE Ethos Technologies Inc. Financial Services | LIFE has strong near-term momentum backed by operating news: Q2 revenue rose 113% YoY, FY26 sales and adjusted EBITDA guidance were raised, a $100M buyback was authorized, and the stock gained about 53% over the last 21 trading days. | Aug 7–14 | Active (as of archive) | Open |
SATL Satellogic Inc. Technology | Satellogic is a speculative but Research setup flagged after Q2 revenue rose 259% YoY to $15.9M and the company reported its first positive operating income and adjusted EBITDA; recent defense/AI partnerships, a tracking idea upgrade, and a roughly 67% 21-day rebound support momentum. | Aug 7–14 | Active (as of archive) | Open |
WLDN Willdan Group, Inc. Industrials | Willdan has a positive earnings and contract-flow setup: the 2026-08-06 quarter showed higher revenue, net income and adjusted EBITDA with earnings above consensus, a $31M project win and 183.8% jump in new bookings were cited, and the stock closed at a 21-day high on 2026-08-07. | Aug 7–14 | 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 |
|---|---|---|---|---|
WTW Willis Towers Watson Public Limited Company Financial Services | Jul 30 – Aug 6 | +1.2% | 2026-08-06 | Open |
BAX Baxter International Inc. Healthcare | Jul 30 – Aug 6 | +1.0% | 2026-08-06 | Open |
CORT Corcept Therapeutics Incorporated Healthcare | Jul 30 – Aug 6 | -8.8% | 2026-08-06 | Open |
KNSA Kiniksa Pharmaceuticals, Ltd. Healthcare | Jul 30 – Aug 6 | -2.2% | 2026-08-06 | Open |
CHEF The Chefs' Warehouse, Inc. Consumer Defensive | Jul 30 – Aug 6 | -2.7% | 2026-08-06 | Open |
GEHC GE HealthCare Technologies Inc. Healthcare | Jul 30 – Aug 6 | +0.5% | 2026-08-06 | Open |
AORT Artivion, Inc. Healthcare | Jul 30 – Aug 6 | -4.0% | 2026-08-06 | Open |
PARR Par Pacific Holdings, Inc. Energy | Jul 30 – Aug 6 | -19.8% | 2026-08-06 | Open |
BZH Beazer Homes USA, Inc. Consumer Cyclical | Jul 30 – Aug 6 | +2.7% | 2026-08-06 | Open |
FSLY Fastly, Inc. Technology | Jul 30 – Aug 6 | +5.2% | 2026-08-06 | Open |
Weekly rating moves
Rating moves
Upgrades and downgrades captured for the week.
Snapshot — week of 2026-08-07
- JPM8.2JPMorgan Chase & Co. · Financial Services
- MA8.0Mastercard Incorporated · Financial Services
- BX8.0Blackstone Inc. · Financial Services
- NMIH8.0NMI Holdings, Inc. · Financial Services
- ANET8.0Arista Networks, Inc. · Technology
- CVE8.0Cenovus Energy Inc. · Energy
- V8.0Visa Inc. · Financial Services
- STX8.0Seagate Technology Holdings plc · Technology
- TEL8.0TE Connectivity Ltd. · Technology
- SLDE8.0Slide Insurance Holdings, Inc. Common Stock · Financial Services
Quant Lab
Quant strategy tests
One concrete backtest at a time — strategy, universe, period, metric, limitation.
Quant Lab
Latest quant strategy test
Covariance-Regret Dual Tilt Allocation on Liquid US Large-Cap Equities
COVARIANCE_REGRET_DUAL_TILT_ALLOCATIONcovariance-regretdual-tiltminimum-variance-anchormomentum2020-01-01..2025-10-08
- Sharpe
- 0.79
- Total return
- +94.7%
- Max drawdown
- -25.1%
- Volatility
- +20.9%
Covariance-Regret Dual Tilt Allocation on Liquid US Large-Cap Equities — strategy card Spec ID: spec-covariance-regret-dual-tilt-us-largecap-1785694276 · Generated: 2026-08-02 18:47 UTC Cluster: Risk Allocation · Sub…
Latest run — Aug 2, 2026. Research artifact, not live performance.
Recently added
- FEDFUNDS Low-Rate Gated Time-Series Momentum on Large-Cap US StocksSharpe 0.69·+52.8%
- Weekly-Daily Trend Alignment Momentum for US Large-Cap StocksSharpe 0.70·+30.8%
- Hybrid Overnight Momentum with Intraday Extension FadeSharpe 0.86·+38.1%