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.
- Overweight
JPMorgan Chase & Co.
JPMNYSEGradually increase long exposure to JPM with disciplined entry and dynamic risk controls.
Analysis date2026-08-19
Analysis languageEnglish
Reports2 reports
Open report - Overweight
Eli Lilly and Company
LLYNYSEOverweight LLY with disciplined, phased accumulation: initiate 25% at $1,280, add 25% at $1,300, and 25% at $1,350 — stop-loss at $1,150.
Analysis date2026-08-19
Analysis languageEnglish
Reports1 reports
Open report - Hold
Berkshire Hathaway Inc. Class A
BRK.ANYSEHold current position in BRK.A, using $745,000 and $795,000 as key price-based review triggers.
Analysis date2026-08-19
Analysis languageEnglish
Reports1 reports
Open report - Hold
SELLAS Life Sciences Group, Inc.
SLSNASDAQHold current position in SLS; await definitive GPS Phase 3 readout or technical breakout/breakdown for adjustment.
Analysis date2026-08-17
Analysis languageEnglish
Reports1 reports
Open report - Hold
Climb Bio, Inc.
CLYMNASDAQHold current position with disciplined price-based contingencies and catalyst-driven reassessment.
Analysis date2026-08-17
Analysis languageEnglish
Reports1 reports
Open report - Hold
New Era Energy & Digital, Inc.
NUAINASDAQHold current position; add only upon verified PPA or construction commencement with milestones.
Analysis date2026-08-17
Analysis languageEnglish
Reports1 reports
Open report - Sell
Mega Fortune Company Limited
MGRTNASDAQExit all existing MGRT positions immediately; do not initiate new long exposure under any circumstance.
Analysis date2026-08-17
Analysis languageEnglish
Reports2 reports
Open report - Hold
AXT, Inc.
AXTINASDAQHold current position with strict $85.00 stop-loss and await October 29 earnings for definitive thesis confirmation.
Analysis date2026-08-17
Analysis languageEnglish
Reports2 reports
Open report - Sell
BUUU Group Limited Class A
BUUUNASDAQSell all BUUU exposure immediately; do not initiate new long positions.
Analysis date2026-08-17
Analysis languageEnglish
Reports1 reports
Open report - Hold
Shattuck Labs, Inc.
STTKNASDAQHold current exposure to STTK, awaiting Q3 2026 Phase 2b trial initiation as the decisive inflection point.
Analysis date2026-08-17
Analysis languageEnglish
Reports1 reports
Open report - Hold
Relmada Therapeutics Inc
RLMDNASDAQHold existing RLMD position; await confirmed breakout above $5.09 or new insider purchases above $4.50 before adjusting exposure.
Analysis date2026-08-17
Analysis languageEnglish
Reports2 reports
Open report - Hold
Q32 Bio Inc
QTTBNASDAQPortfolio Manager’s Final Trading Decision
Analysis date2026-08-17
Analysis languageEnglish
Reports1 reports
Open report - Hold
Erasca, Inc.
ERASNASDAQHold current position with partial profit-taking near $19.56 and a dynamic trailing stop starting at $17.49.
Analysis date2026-08-17
Analysis languageEnglish
Reports3 reports
Open report - Hold
Damora Therapeutics, Inc.
DMRANASDAQHold current position; await Phase 1/2 data readouts in late 2026–early 2027 before reassessing.
Analysis date2026-08-16
Analysis languageEnglish
Reports1 reports
Open report - Hold
XMAX, Inc.
XMAXNASDAQHold current position; await Q3 earnings or Aerora integration update before adjusting exposure.
Analysis date2026-08-16
Analysis languageEnglish
Reports1 reports
Open report - Buy
Wolfspeed Inc
WOLFNYSEBuy WOLF on phased entry ahead of Q4 2026 earnings, targeting $50+ on revenue beat and short squeeze.
Analysis date2026-08-16
Analysis languageEnglish
Reports1 reports
Open report - Hold
Relay Therapeutics, Inc.
RLAYNASDAQHold current position pending resolution of Zovega Phase 3 data, NCCN inclusion, or ReDiscover-2 updates.
Analysis date2026-08-16
Analysis languageEnglish
Reports1 reports
Open report - Hold
Seagate Technology Holdings PLC
STXNASDAQHold current position; await Q1 2027 earnings for resolution of symmetric bull/bear evidence.
Analysis date2026-08-16
Analysis languageEnglish
Reports3 reports
Open report
