Research Radar archive

What the system was watching on August 20, 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
TickerCatalystWindowStatusLink
QNST
QuinStreet, Inc.
Communication Services
Fiscal Q4 revenue rose 43% year over year to $373.9 million, EPS beat $0.50 versus $0.44 expected, and shares gained about 38% through August 20; broad-based growth and strong FY2027 commentary support near-term momentum.Aug 20–27Active (as of archive)Open
NDSN
Nordson Corporation
Industrials
Fiscal Q3 sales reached a record $818 million, adjusted EPS beat consensus at $3.25, full-year guidance was raised, and backlog increased 35% year over year; shares gained 13.5% through August 20.Aug 20–27Active (as of archive)Open
HTHT
H World Group Limited
Consumer Cyclical
Q2 EPS beat consensus at $0.78, revenue rose 10.8%, and the midpoint of 2026 sales-growth guidance increased from 4% to 6%; the stock gained 21.1% through August 20 and broke above its 200-day average.Aug 20–27Active (as of archive)Open
HAE
Haemonetics Corporation
Healthcare
Fiscal Q1 revenue rose 6% to $339 million, adjusted EPS beat estimates, and management raised revenue, EPS, free-cash-flow, and organic-growth guidance; shares gained 41.1% through August 20.Aug 20–27Active (as of archive)Open
GKOS
Glaukos Corporation
Healthcare
Q2 revenue increased 50% year over year to $185.6 million, the loss was narrower than expected, and 2026 sales guidance was raised; shares gained 23.8% and were testing $189.50 resistance on August 20.Aug 20–27Active (as of archive)Open
VEEV
Veeva Systems Inc.
Healthcare
Revenue rose 16% with strong margins and roughly $1.13 billion of quarterly free cash flow; shares gained 40.3% through August 20, while the August 26 earnings release provides a defined near-term catalyst.Aug 20–27Active (as of archive)Open
ZM
Zoom Video Communications, Inc.
Technology
Shares gained 26.3% through August 20 amid enterprise and AI-product momentum; strong margins, low leverage, and the scheduled August 25 fiscal Q2 report provide a favorable catalyst-and-quality combination.Aug 20–27Active (as of archive)Open
GLDM
SPDR Gold MiniShares
Financial Services
GLDM gained 11.3% through August 20 and closed near its $89.29 high, supported by gold strength, potential dollar weakness, peaking real yields, geopolitical demand, and central-bank buying.Aug 20–27Active (as of archive)Open
ELF
e.l.f. Beauty, Inc.
Consumer Defensive
Shares rose 32.2% through August 20 as quarterly revenue grew 36%-38% and the fiscal-year sales outlook was raised; Rhode growth, international expansion, strong margins, and about $110 million of free cash flow supports continued monitoring.Aug 20–27Active (as of archive)Open
JHX
James Hardie Industries plc
Basic Materials
Shares gained about 21% through August 20 after FY27 Q1 results exceeded guidance and management raised its sales outlook; AZEK integration, cost savings, and approximately $254 million of free cash flow provide additional support.Aug 20–27Active (as of archive)Open

Trust layer

Outcome log

Closed ideas with realised P/L. Winners and losers stay visible.

TickerWindowOutcomeClosedLink
AXON
Axon Enterprise, Inc.
Industrials
Aug 12–19+7.7%2026-08-19Open
FSLY
Fastly, Inc.
Technology
Aug 12–19-17.1%2026-08-19Open
FIGS
FIGS, Inc.
Consumer Cyclical
Aug 12–19+0.5%2026-08-19Open
DNOW
NOW Inc.
Energy
Aug 12–19-7.3%2026-08-19Open
ATRO
Astronics Corporation
Industrials
Aug 12–19-7.1%2026-08-19Open
MTW
The Manitowoc Company, Inc.
Industrials
Aug 12–19-4.9%2026-08-19Open
NIQ
NIQ Global Intelligence Plc
Technology
Aug 12–19+8.9%2026-08-19Open
ONDS
Ondas Holdings Inc.
Technology
Aug 12–19-8.9%2026-08-19Open
PPTA
Perpetua Resources Corp.
Basic Materials
Aug 12–19+2.2%2026-08-19Open
CAVA
CAVA Group, Inc.
Consumer Cyclical
Aug 12–19+3.0%2026-08-19Open

Weekly rating moves

Rating moves

Upgrades and downgrades captured for the week.

Snapshot — week of 2026-08-20

  • NVDA8.4
    NVIDIA Corporation · Technology
  • TNK8.2
    Teekay Tankers Ltd. · Energy
  • LIFE8.2
    Ethos Technologies Inc. · Financial Services
  • PLTR8.0
    Palantir Technologies Inc. · Technology
  • AVGO8.0
    Broadcom Inc. · Technology
  • RELY8.0
    Remitly Global, Inc. · Technology
  • MSI8.0
    Motorola Solutions, Inc. · Technology
  • V8.0
    Visa Inc. · Financial Services
  • CDE8.0
    Coeur Mining, Inc. · Basic Materials
  • TEL8.0
    TE Connectivity Ltd. · Technology

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.

Recently added

  • Covariance-Regret Dual Tilt Allocation on Liquid US Large-Cap EquitiesSharpe 0.79·+94.7%
  • 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 0.72·+32.5%
Open AIQuantForge