Reports
Public research reports
Reports the team explicitly publishes to this site. Each one is a multi-agent research reference with an analysis date and final Portfolio Manager rating. Not investment advice or trade execution.
Final five-tier rating from the Portfolio Manager. Not the intermediate Trader action.
- Underweight
ServiceNow, Inc.
NOWNYSEReduce ServiceNow to Underweight — trim 25–50% into $100–104 resistance, hold reduced core, do not add until margin and FCF stabilize.
Analysis date2026-07-26
Analysis languageEnglish
Reports1 reports
Open report - Underweight
Dell Technologies Inc.
DELLNYSEUnderweight DELL: trim to a monitored core and require both technical and cash-flow confirmation before rebuilding exposure.
Analysis date2026-07-27
Analysis languageEnglish
Reports1 reports
Open report - Underweight
Johnson & Johnson
JNJNYSETrim JNJ into $263-$267 strength and maintain a 60%-70% core position rather than chase the rally.
Analysis date2026-07-27
Analysis languageEnglish
Reports1 reports
Open report - Underweight
Alibaba Group Holding Limited Sponsored ADR
BABANYSEUnderweight BABA: trim rebounds, make no new purchase, and cap any existing monitoring stake at 0.25% of portfolio value.
Analysis date2026-07-27
Analysis languageEnglish
Reports1 reports
Open report - Underweight
AT&T Inc.
TNYSEUnderweight T: sell into strength near $25.25 and retain only a 50%–65% core position pending cash-flow and trend confirmation.
Analysis date2026-07-27
Analysis languageEnglish
Reports1 reports
Open report - Underweight
Digital Realty Trust, Inc.
DLRNYSE对DLR执行低配减持而非清仓，将持仓降至基准权重的45%—60%，当前不追高。
Analysis date2026-07-27
Analysis languageChinese
Reports1 reports
Open report - Hold
JP Morgan Chase & Co.
JPMNYSE维持JPM现有持仓，当前$353附近不加仓不减持；等待回调至50日均线（~$322）且Stoch.K回落至50以下、ADX回升至20以上后，方可将评级升级为Overweight并分批加仓。
Analysis date2026-07-24
Analysis languageChinese
Reports1 reports
Open report
