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.
Position Historyprofitable since 2026-07-08
- 2026-07-07Long$337.72 → open → $363.11+7.52%
Brief History (21 issues)
Down 0.57% in a routine pause just below the 52-week high of 366.5 (96th percentile of range), still up 11% on the month; but RSI at 65.6 runs warm and 29 analysts leave only 3.5% to the $375.7 target. Late innings of this leg — hold, don't add.
Up 0.87% to within a whisker of the 52-week high at 366.09, capping a textbook +20.8% three-month run; RSI 68.8 runs hot and 29 analysts leave just 2.9% of headroom — holding the position, not adding
Up 0.63% against the tape and within 0.3% of its 52-week high, RSI a firm 66.5 at 15.5x earnings; with only 3.8% of consensus upside left, further gains need a fresh catalyst — maintain, do not add.
Up 0.63% with RSI at 64.8, above every moving average and just 0.9% from the 52-week high of $363.00; a 15.4x multiple is still not expensive at record levels — position maintained.
Up 0.34% with RSI healthy at 63.0 and just 1.5% below the $363.00 high — though weak payrolls lifting cut expectations would compress net interest margins, and consensus upside is only 5.1%. Holding, not adding.
Down 0.82% with RSI healthy at 62.0 and price just 1.8% below the $363.00 high; at 15.3x it benefits from rising yields. Maintaining the long.
Near a cycle high, but only ~5% consensus upside and a neutral-leaning rating — hold, though upside is limited; mind the valuation.
Up 1.38% into fresh 52-week-high territory with RSI at 64.6; at 15.3x it remains a steady allocation even with indices at records. Maintaining the long.
At 15.1x with RSI at 61 above every moving average and just 1.9% off its 52-week high, its defensive profile holds up as rates ease; maintaining the long.
Up 0.31% in new 52-week high territory with RSI at 70.8. A direct beneficiary of the defensive rotation that lifted the Dow 0.93%, with fully bullish moving averages — continue holding
Position: +0.5%, 0.4% off the high — bank earnings strength with an NIM tailwind, hold
Up 5.6% on the week and 1.7% off the high — a prime beneficiary of the strong bank earnings season, the long is accelerating
Down 0.6% to $341.1, still hugging 52-week highs with the $326 stop far below. Composure in a messy tape — stay long.
Down 1.1% to $343.15 in routine post-blowout digestion; the $326 stop sits far below, holding
Earnings confirmation, sector resonance and rising consensus stack up; the $326 stop sits an ATR under the 20-day. With event risk released, this is the cheapest stretch of the trend to hold.
Down 0.6% to $334.53 ahead of tonight's premarket Q2 opener — how fat the SpaceX IPO underwriting cut is gets revealed live; trend position holds
Up 0.3%, 2% off the highs; it leads off when earnings week opens 7/14 — trend plus event in one holding
Up 1.5%, recouping the financials rout and back in the breakout channel; the Fiserv deal chatter still simmers — holding
Down 2.5% with financials, amid reports it's bidding for Fiserv's debit network — trend intact and the story thickened, holding
+0.4% hugging 52-week highs; long +0.4%, the financials-rotation leader, hold
+1% near 52-week highs; 16x banking leader benefiting from the financials rotation