Signal return
—
Price move
-17.36%（$-19.32）
First included
2026-07-14
Inclusion price
$111.26
Latest brief price
$91.94
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 (2 issues)
July 24, 2026NeutralRapid scan7/10$91.94-3.69%
Even a beat-and-raise gets sold: half the upside came from pulled-forward federal revenue and renewals dragged up to 9 months early — 'borrowed growth' doubts plus CLSA's $72 bear call, sidelines
July 14, 2026NeutralRapid scan6/10$111.26+3.30%
Up 3.3% to $111.26 in an enterprise-AI-workflow bounce — StockTwits is buzzing, but a 47% crater doesn't refill in a day; sidelines