Research Radar archive
What the system was watching on August 17, 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 |
|---|---|---|---|---|
NBIS Nebius Group N.V. Communication Services | Strongest AI-infrastructure momentum setup: shares rose about 51% over 21 trading days after a Q2 update showing 454% revenue growth to $582.3M and ARR near $3B, with catalysts including major financing, NVIDIA-related UK deployment plans, new cloud partnerships, Eigen AI acquisition, and Nebius AI Cloud 3.6. | Aug 17–24 | Active (as of archive) | Open |
CRWV CoreWeave, Inc. Class A Common Stock Technology | AI cloud leader with strong near-term evidence: Q2 beat expectations, full-year revenue and adjusted operating income guidance were raised, revenue grew 112%, backlog was cited at $104.2B to $129.2B, and the stock gained about 46% over 21 trading days with another 18% in the last 5 sessions. | Aug 17–24 | Active (as of archive) | Open |
EROC ERock, Inc. Industrials | Power/AI infrastructure breakout: stock rose about 49% over 21 trading days after the 2026-08-11 Q2 report highlighted record contracted backlog, accelerating AI infrastructure demand, expanded manufacturing capacity, and full-year 2026 guidance, with follow-up positive headlines on 2026-08-13 and 2026-08-17. | Aug 17–24 | Active (as of archive) | Open |
AVAH Aveanna Healthcare Holdings Inc. Healthcare | Healthcare services hot idea with earnings and guidance support: Q2 revenue rose 13.7% YoY to $670.5M, net income improved to $40.3M, adjusted EBITDA reached $95.4M, and management lifted 2026 revenue and EBITDA guidance; shares broke out on 2026-08-13/14 and gained about 29% over 21 trading days. | Aug 17–24 | Active (as of archive) | Open |
SNDK Sandisk Corporation Technology | Storage/AI momentum candidate: latest quarter showed revenue of $5.95B, high gross margin, strong cash generation, raised guidance, and major contract visibility including more than $11B of potential and about $42B minimum contractual revenue for three agreements; shares rose roughly 33% over 21 trading days. | Aug 17–24 | Active (as of archive) | Open |
ETON Eton Pharmaceuticals, Inc. Healthcare | Biopharma earnings/guidance catalyst: Q2 2026 EPS of $0.35 beat $0.11 consensus, revenue nearly doubled YoY, management raised full-year revenue/profitability guidance, and shares rose about 49% over 21 trading days, supported by IMPAVIDO rights, ASN-001 licensing, and KHINDIVI label-expansion filing. | Aug 17–24 | Active (as of archive) | Open |
HTFL Heartflow, Inc. Common Stock Healthcare | Medical technology momentum setup: Q2 revenue grew 48% YoY to $64.1M, gross margin improved to 83%, and full-year 2026 revenue guidance was raised to $246M-$250M; the stock surged about 70% over 21 trading days and remains near recent highs. | Aug 17–24 | Active (as of archive) | Open |
ASTS AST SpaceMobile, Inc. Technology | Speculative space/telecom catalyst trade: shares rose about 26% over 21 trading days, supported by recent successful BlueBird 8-13 launches, expanded European mobile-network-operator relationships, a Q2 business update, 60+ MNO partnerships, and a visible commercial service-activation path. | Aug 17–24 | Active (as of archive) | Open |
NMAX Newsmax, Inc. Consumer Cyclical | Media/AI catalyst momentum: record Q2 revenue of $54.1M, first profitable quarter as a public company, net income of $2.9M, adjusted EBITDA of $5.7M, broadcast revenue up 20.5% YoY, and a Meta AI content partnership helped drive about 27% 21-day share momentum. | Aug 17–24 | Active (as of archive) | Open |
ONDS Ondas Holdings Inc. Technology | Defense drone momentum name with strong order/guidance catalysts: Q2 2026 revenue reached a record $83.8M, FY2026 revenue guidance was raised to $525M-$550M, Q2 orders were $175M with another $105M in Q3 to date, and acquisitions closed on 2026-07-06 and 2026-08-10 add scale. | Aug 17–24 | 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 |
|---|---|---|---|---|
NET Cloudflare, Inc. Technology | Aug 7–14 | +5.2% | 2026-08-14 | Open |
TWLO Twilio Inc. Communication Services | Aug 7–14 | -1.3% | 2026-08-14 | Open |
TEAM Atlassian Corporation Technology | Aug 7–14 | +8.8% | 2026-08-14 | Open |
ONDS Ondas Holdings Inc. Technology | Aug 7–14 | +1.4% | 2026-08-14 | Open |
RDW Redwire Corporation Industrials | Aug 7–14 | -0.1% | 2026-08-14 | Open |
INSM Insmed Incorporated Healthcare | Aug 7–14 | -5.6% | 2026-08-14 | Open |
FIGS FIGS, Inc. Consumer Cyclical | Aug 7–14 | +3.0% | 2026-08-14 | Open |
LIFE Ethos Technologies Inc. Financial Services | Aug 7–14 | +7.6% | 2026-08-14 | Open |
SATL Satellogic Inc. Technology | Aug 7–14 | +5.1% | 2026-08-14 | Open |
WLDN Willdan Group, Inc. Industrials | Aug 7–14 | +0.2% | 2026-08-14 | Open |
Weekly rating moves
Rating moves
Upgrades and downgrades captured for the week.
Snapshot — week of 2026-08-17
- NVDA8.4NVIDIA Corporation · Technology
- LIFE8.2Ethos Technologies Inc. · Financial Services
- TNK8.2Teekay Tankers Ltd. · Energy
- AVGO8.0Broadcom Inc. · Technology
- NU8.0Nu Holdings Ltd. · Financial Services
- PWR8.0Quanta Services, Inc. · Industrials
- MSI8.0Motorola Solutions, Inc. · Technology
- CDE8.0Coeur Mining, Inc. · Basic Materials
- BRK-B8.0Berkshire Hathaway Inc. · Financial Services
- KKR8.0KKR & Co. Inc. · Financial Services
Quant Lab
Quant strategy tests
One concrete backtest at a time — strategy, universe, period, metric, limitation.
Quant Lab
Latest quant strategy test
Continuous Macro-Stress Smooth-Score Growth-vs-Defensive ETF Style Allocation
CONTINUOUS_MACRO_STRESS_STYLE_TIMINGetfdailytactical-allocationstyle-timing2020-01-01..2025-10-08
- Sharpe
- 0.92
- Total return
- +111.2%
- Max drawdown
- -31.6%
- Volatility
- +21.1%
Continuous Macro-Stress Smooth-Score Growth-vs-Defensive ETF Style Allocation — strategy card Spec ID: spec-continuous-macro-stress-style-timing-us-etfs-1786122720 · Generated: 2026-08-07 17:54 UTC Cluster: Tactical…
Latest run — Aug 7, 2026. Research artifact, not live performance.
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