Methodology: each issue's direction is a live signal — long/short opens or holds a position, neutral means flat, and every direction change opens, flips, or closes it. Returns are direction-aware (a short gains when the price falls) and compound across positions from first observation to the latest issue. "Price move" is the stock's own raw change, shown separately. Neither represents actual portfolio performance.
Brief History (23 issues)
Down 3.4% on 1.3x volume; after a 64% three-month run, weekly and monthly momentum have flatlined. Still above the 20-day at 155.8 with 24% consensus upside—holding, but a close below 155.8 and we take the money, no heroics.
Flat at +0.01%, consolidating strength: after a +68.1% three-month run RSI has actually cooled to 59.7, holding above every moving average just 7% shy of the 176.6 high; 28 analysts see 20% upside on 42.7% revenue growth — staying long
A mild 1.27% pullback with RSI at a healthy 59.6, sitting 49.2% above the 200-day on a powerful long-term trend and just 6.5% off the 52-week high; 28 analysts leave 20.0% of upside — position maintained.
Down 0.75% with RSI at 61.9, above every moving average and far clear of the 200-day at $110.20, just 5.3% off the 52-week high; 28 analysts see $198.24, 18.6% above spot — position maintained.
Up 6.92% in a strong advance with RSI at 63.3, just 4.6% below the $176.58 high and holding above the 50-day at $146.28 as the liquid-biopsy demand trend continues. Maintaining the long.
Down 3.43% in give-back with RSI firm-neutral at 55.5, still above the 50-day at $145.46 after a 7.8% week; the liquid-biopsy demand trend is unchanged. Maintaining the long.
Up 2% and 50% above the SMA200; the liquid-biopsy leader trends strong with ~20% consensus upside — hold.
Up 0.60% and 9.9% for the week with RSI at 59.2 holding above the 50-day at $143.82, as the liquid-biopsy demand trend continues. Maintaining the long.
Up 10.59% since the last brief with RSI at 58.5 holding above the 50-day, and the liquid-biopsy demand trend intact; maintaining the long.
Down 1.27% but holding 3.5% above the 50-day and 36% above the 200-day, +40.4% YTD. 29 analysts target $174.61 for 21.6% upside, with the healthcare rotation providing support — continue holding
Position: -0.4% in a low-volume digestion of the +16.7% month — liquid-biopsy fundamentals unchanged, hold
Digesting a +15% month with a -5.3% week — nothing changed in the liquid-biopsy fundamentals, hold
Up 0.56% to $155.9. UnitedHealth covers Shield from 8/1, a 27th FDA companion-diagnostic approval lands, RBC initiates at a street-high $185. The -4.9% week is routine digestion after a 25% run since 6/8 — stay long.
Down 4.9% to $155.00 — routine turbulence for a position up 19.1% on the month; holding
Up 1.8% to a swing high at $162.96, +20.7% on the month; holding
Down 1.0% to $158.40 — benign consolidation after a 19% month, still above the 20-day; holding
Down 2.5% with XBI; -6.9% on the week against a +23% month — holding above the 20-day ($146)
Up 5.1%, recovering the pullback and pressing 52-week highs; the two-day shakeout is done — the Shield volume story holds
Down 4.1%, a second day of give-back digesting overbought reads; structure intact above the 20-day ($143), holding
-3.5% overbought pullback; long -3%, the Shield ramp story stands, hold
+0.5%, long +0.5%; Shield test scaling, RSI 77.8 overbought — add on a pullback
Shield's expanded coverage powered a 92% three-month run; RSI 77.5 — wait for the pullback to board
+13.8% with RSI 81 — good news fully priced; chasing carries more risk than reward