πŸ“‘ Research Board β€” Created by GWY

Daily & weekly automated equity research β€” semis / AI / tech
SG --:--:-- NY (ET) --:--:-- πŸ“… -- Dark Mode

πŸ“Š Daily Gainers & Losers

Top 5 movers + sector averages from the 84-ticker watchlist
Latest: Nov 06, 2026 Β· View β†’

πŸ“… Earnings & Catalysts

Upcoming earnings dates and event catalysts
Latest: Nov 08, 2026 Β· View β†’

πŸ“ˆ 50d MA Crossover Tracker

Stocks crossing above/below the 50-day moving average + breadth
Latest: Nov 06, 2026 Β· View β†’

πŸ—“οΈ Weekly Gainers & Losers

Week-over-week top movers with reasons
Latest: Nov 06, 2026 Β· View β†’

🌍 Weekly Sector Performance

Sector table (week/month/YTD)
Latest: Nov 06, 2026 Β· View β†’

πŸ’Ό Model Portfolio - Auto Run by Agents

Daily long/short model portfolio β€” P&L, exposure, positions
Latest: Nov 06, 2026 Β· View β†’

πŸŽ™οΈ All 86 Tickers β€” Click to View Transcript & Results Summary

New = new results transcript (≀7 days)  Β·  C = new conference transcript (≀7 days)  Β·  ordered by results-transcript date Β· ABOVE/BELOW = 50d MA status
NVMINewSemi Equipment6 transcripts5 NovbelowMTSINewNetworking / Optical5 transcripts5 NovbelowMKSINewSemi Equipment5 transcripts5 NovbelowMCHPNewAnalog / Power / Industrial6 transcripts5 NovbelowLITENewCNetworking / Optical7 transcripts5 NovbelowAKAMNewSoftware7 transcripts5 NovbelowAAOINewNetworking / Optical5 transcripts5 NovbelowQCOMNewMobile / Wireless8 transcripts4 NovbelowQNewMaterials / Supply Chain5 transcripts4 NovbelowGFSNewFoundry7 transcripts4 NovbelowCOHRNewNetworking / Optical6 transcripts4 NovbelowCAMTNewSemi Equipment6 transcripts4 NovbelowARMNewCPU5 transcripts4 NovbelowSWKSNewMobile / Wireless5 transcripts3 NovaboveSMCINewHardware / OEM6 transcripts3 NovbelowANETNewNetworking / Optical6 transcripts3 NovbelowAMDNewCPU7 transcripts3 NovbelowALABNewAI / Accelerators6 transcripts3 NovbelowTSEMNewFoundry5 transcripts2 NovbelowONNewAnalog / Power / Industrial6 transcripts2 NovbelowFNNewNetworking / Optical5 transcripts2 NovbelowCHKPNewSoftware6 transcripts2 NovaboveAAPLNewBig Tech / Platforms5 transcripts2 NovaboveSTMAnalog / Power / Industrial5 transcripts29 OctbelowSNDKMemory9 transcripts29 OctbelowMPWRAnalog / Power / Industrial5 transcripts29 OctbelowINTCCPU5 transcripts29 OctbelowENTGMaterials / Supply Chain5 transcripts29 OctbelowCATIndustrial / Heavy Equipment5 transcripts29 OctbelowAMZNBig Tech / Platforms5 transcripts29 OctaboveUMCFoundry5 transcripts28 OctbelowTERSemi Equipment6 transcripts28 OctbelowSKHYMemory5 transcripts28 OctbelowNOWSoftware7 transcripts28 OctbelowMSFTBig Tech / Platforms6 transcripts28 OctaboveKLACSemi Equipment6 transcripts28 OctbelowGOOGLBig Tech / Platforms6 transcripts28 OctbelowGEVIndustrial / Heavy Equipment7 transcripts28 OctbelowFTNTSoftware6 transcripts28 OctbelowFLEXHardware / OEM6 transcripts28 OctbelowASMIYSemi Equipment5 transcripts28 OctbelowSTXMemory7 transcripts27 OctbelowNXPIAnalog / Power / Industrial6 transcripts27 OctaboveGLWNetworking / Optical6 transcripts27 OctbelowCLSHardware / OEM4 transcripts27 OctCDNSEDA6 transcripts26 OctaboveAMKRPackaging6 transcripts26 OctbelowWDCMemory6 transcripts22 OctbelowSPOTConsumer / Media6 transcripts22 OctaboveNOKNetworking / Optical5 transcripts22 OctbelowBEIndustrial / Heavy Equipment5 transcripts22 OctbelowTXNAnalog / Power / Industrial5 transcripts21 OctbelowSAPSoftware5 transcripts21 OctaboveMETABig Tech / Platforms6 transcripts21 OctbelowLRCXCSemi Equipment8 transcripts21 OctbelowIBMSoftware5 transcripts21 OctaboveVICRAnalog / Power / Industrial5 transcripts20 OctbelowSPCXAerospace / Space2 transcripts20 OctbelowNFLXConsumer / Media5 transcripts20 OctbelowTSMFoundry5 transcripts15 OctbelowASMLSemi Equipment5 transcripts14 OctbelowMUMemory6 transcripts30 SepbelowORCLBig Tech / Platforms6 transcripts10 SepbelowADBESoftware5 transcripts10 SepbelowZSSoftware8 transcripts3 SepbelowCIENNetworking / Optical6 transcripts3 SepbelowAVGOAI / Accelerators7 transcripts2 SepbelowPANWSoftware5 transcripts1 SepbelowDELLHardware / OEM6 transcripts1 SepbelowCRDOAI / Accelerators6 transcripts1 SepbelowMRVLCNetworking / Optical8 transcripts27 AugbelowSNPSEDA6 transcripts26 AugaboveNVDAAI / Accelerators9 transcripts26 AugbelowCRWDSoftware6 transcripts26 AugbelowCRMSoftware7 transcripts26 AugbelowSMTCNetworking / Optical6 transcripts25 AugbelowADIAnalog / Power / Industrial5 transcripts19 AugbelowAMATSemi Equipment7 transcripts13 AugbelowTMEConsumer / Media4 transcripts12 AugaboveNBISNeocloud6 transcripts12 AugbelowCSCONetworking / Optical5 transcripts12 AugbelowCRWVNeocloud5 transcripts11 AugbelowONTOSemi Equipment5 transcripts6 AugbelowKLICPackaging4 transcripts6 AugbelowIFXAnalog / Power / Industrial5 transcripts5 AugbelowQRVOMobile / Wireless4 transcripts28 Julbelow

πŸ“‹ Latest Transcript Activity

5 NovNVMIResultsNVMI (Nova) (-0.7% post mkt. $279.84->$278.00 AH) β€” Q3 2026 (Nov 5, 2026 call). Record revenue $287.8M (+28% YoY
5 NovMTSIResultsMTSI (MACOM) (+1.2% post mkt. $190.16->$192.39 AH) β€” Fiscal Q4 2026 (Nov 5, 2026 call). FY26 delivered record revenu
5 NovMKSIResultsMKSI (MKS Instruments) (-0.1% post mkt. $176.72->$176.50 AH) β€” Q3 2026 (Nov 5, 2026 call). Record revenue $1.41B (+1
5 NovMCHPResultsMCHP (Microchip) (-6.0% post mkt. $64.90->$61.00 AH) β€” Fiscal Q2 2027 (Nov 5, 2026 call). Strong September quarter
5 NovLITEResultsLITE (Lumentum) (-1.5% post mkt. $509.70->$502 AH) β€” Fiscal Q1 2027 (results press release Nov 2, 2026 alongside the M
5 NovAKAMResultsAKAM (Akamai) (+0.9% post mkt. $77.80->$78.50 AH) β€” Q3 2026 (Nov 5, 2026 call). Q3 revenue $1.122B, +6% reported/+7%
5 NovAAOIResultsAAOI (Applied Optoelectronics) (-14.6% post mkt. $46.84->$40.02 AH) β€” Q3 2026 (Nov 5, 2026 call). Record Q3 with G
4 NovQCOMResultsQCOM (Qualcomm) (-7.1% post mkt. $173.19->$160.86 AH) β€” Fiscal Q4 2026 (Nov 4, 2026 call). Record close to FY26 with r
4 NovQResultsQ (Qnity Electronics) (-0.1% on the day $118.89->$118.78; pre-mkt. release β€” AH +0.1% to $118.95) β€” Q3 2026 (Nov 4, 20
4 NovGFSResultsGFS (GlobalFoundries) (-0.1% post mkt. $40.34->$40.32 AH) β€” Q3 2026 (Nov 4, 2026 call, pre-market release). Record non

πŸ€– AI Research Notes

Deep-dive analyses generated autonomously by research agents.
5 NovCRWV_2026-11-05CRWV (CoreWeave) β€” DC-Moratorium Regime: Short Thesis Valid, Entry Deferred
30 OctNOW_2026-10-30NOW (ServiceNow) β€” The Seat-Model Disruption Goes Print-Grade
29 OctAAOI_2026-10-29> πŸ€– AI Agent Generated Research Note β€” This analysis was autonomously generated by the Transcript Checker agent as p