NVDA$921.40+2.14%
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Portfolio
Total Portfolio Value$482,640+$8,725 today
Unrealized P/L+$71,480Basis saved for 26/29
Account Core$318,220+$5,410 today
Account Growth$164,420+$3,315 today
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Accounts: Core, Growth
Sort: Alerts first
QQQ$438.20-0.31%
PositionLastDay MoveUnrealizedWeight
NVDAAI / semis$921.40+2.14%+$18,24018.7%
AVGOAI / semis$1,421.18+1.33%+$9,42011.4%
QQQBroad market$438.20-0.31%+$4,0108.6%
MSFTCloud$417.80+0.44%+$6,2207.9%
Mover Radar
Biggest DropQQQ-0.31%
Biggest JumpNVDA+2.14%
Movers >= 2%3Held names
Watchlist >= 2%5External names
Holdings Movers
NVDA+2.14%
Semiconductor strength.
AVGO+1.33%
AI infrastructure read-through.
Market / Industry Movers
SMH+1.92%
Sector support.
NBIS+3.80%
Watchlist flag.
Read-Through
AI / Semiconductors
Group strength explains sympathy moves.
Morning Brief
Generated08:35 AM
Market snapshotFresh pull
ModeManual run
Coverage24 tickers
Ticker Focus
NVDAAbove PT
AI demand headline.
QQQIndex context
Tech direction.
AVGOHoldings impact
Semis theme.
Signals
Theme TiltAI infrastructure positive
Holdings ImpactNVDA, AVGO, MSFT
Market RadarSemis leading
Conclusion
Rows18Watchlist items
ScopeHoldings + externalFiltered view
CodexSignals attachedNews context
Keep On RadarNVDA
Strong move.
Review TargetAVGO
Near target zone.
Risk CheckQQQ
Market softness.
Sentiment Scraper & Velocity Breakouts
Scraper Ingestion: Local Scraper active
Sentiment Analyzer Mode: Local LLM + Groq API Fallback
Scraped comments delay guardrail: 3s
🔥 Velocity Breakouts (Last 7 Days)
TickerMentionsSentimentPriceDay ChangeWeekly ChangeTime
PLTR4200.65 (Bullish)$24.50+5.30%+12.40%May 29, 16:46
CRWD1800.72 (Bullish)$320.10+3.10%+8.90%May 29, 14:12
SOUN950.45 (Neutral)$5.12-2.40%+15.30%May 28, 11:30
📈 Trending Tickers (Latest Run)
TickerMentionsDelta (Δ)SentimentPriceDay ChangeWeekly ChangeBreakout?Time
NVDA850+1200.82 (Bullish)$921.40+2.14%+6.50%YesMay 29, 16:46
AMD340+450.58 (Bullish)$186.22+3.41%+4.10%NoMay 29, 16:46
SMCI210-150.21 (Neutral)$73.90-4.92%-8.20%NoMay 29, 16:46
📜 Historical Scrape & Sentiment Runs
Run Date/TimeTickers FoundRun Summary / What Was Found
May 29, 2026 16:4612PLTR velocity breakout confirmed; NVDA trending dominance continues.
May 28, 2026 15:308AMD leads chip sentiment recovery; general market sentiment neutral.
May 27, 2026 10:1515SOUN breakout detected; TSLA sentiment dips on production reports.
Settings
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