📡 Research Board — Created by GWY

Daily & weekly automated equity research — semis / AI / tech
SG --:--:-- NY (ET) --:--:-- 📅 -- Dark Mode

📊 Daily Gainers & Losers

Top 5 movers + sector averages from the 84-ticker watchlist
Latest: Oct 22, 2026 · View →

📅 Earnings & Catalysts

Upcoming earnings dates and event catalysts
Latest: Oct 22, 2026 · View →

📈 50d MA Crossover Tracker

Stocks crossing above/below the 50-day moving average + breadth
Latest: Oct 22, 2026 · View →

🗓️ Weekly Gainers & Losers

Week-over-week top movers with reasons
Latest: Oct 23, 2026 · View →

🌍 Weekly Sector Performance

Sector table (week/month/YTD)
Latest: Oct 23, 2026 · View →

💼 Model Portfolio - Auto Run by Agents

Daily long/short model portfolio — P&L, exposure, positions
Latest: Oct 22, 2026 · View →

🎙️ All 86 Tickers — Click to View Transcript & Results Summary

New = new results transcript (≤7 days)  ·  C = new conference transcript (≤7 days)  ·  ordered by results-transcript date · ABOVE/BELOW = 50d MA status
WDCNewMemory6 transcripts22 OctbelowSPOTNewConsumer / Media6 transcripts22 OctaboveNOKNewNetworking / Optical5 transcripts22 OctbelowBENewIndustrial / Heavy Equipment5 transcripts22 OctbelowTXNNewAnalog / Power / Industrial5 transcripts21 OctaboveSAPNewSoftware5 transcripts21 OctaboveMETANewBig Tech / Platforms6 transcripts21 OctbelowLRCXNewSemi Equipment7 transcripts21 OctbelowIBMNewSoftware5 transcripts21 OctaboveVICRNewAnalog / Power / Industrial5 transcripts20 OctbelowSPCXNewAerospace / Space2 transcripts20 OctbelowNFLXNewConsumer / Media5 transcripts20 OctbelowTSMFoundry5 transcripts15 OctbelowASMLSemi Equipment5 transcripts14 OctbelowMUCMemory6 transcripts30 SepbelowORCLBig Tech / Platforms5 transcripts10 SepbelowADBESoftware5 transcripts10 SepaboveZSSoftware8 transcripts3 SepaboveCIENNetworking / Optical6 transcripts3 SepbelowAVGOAI / Accelerators7 transcripts2 SepbelowPANWSoftware5 transcripts1 SepbelowDELLHardware / OEM6 transcripts1 SepbelowCRDOAI / Accelerators6 transcripts1 SepbelowMRVLNetworking / Optical7 transcripts27 AugbelowSNPSEDA6 transcripts26 AugbelowNVDACAI / Accelerators9 transcripts26 AugbelowCRWDSoftware6 transcripts26 AugaboveCRMCSoftware7 transcripts26 AugaboveSMTCNetworking / Optical6 transcripts25 AugbelowADIAnalog / Power / Industrial5 transcripts19 AugaboveFNNetworking / Optical4 transcripts18 AugbelowAMATSemi Equipment7 transcripts13 AugbelowTMEConsumer / Media4 transcripts12 AugaboveNBISNeocloud6 transcripts12 AugbelowCSCONetworking / Optical5 transcripts12 AugbelowCOHRNetworking / Optical5 transcripts12 AugbelowTSEMFoundry4 transcripts11 AugbelowSMCIHardware / OEM5 transcripts11 AugbelowLITENetworking / Optical5 transcripts11 AugbelowCRWVNeocloud5 transcripts11 AugbelowCAMTSemi Equipment5 transcripts10 AugbelowONTOSemi Equipment5 transcripts6 AugbelowNVMISemi Equipment5 transcripts6 AugbelowMTSINetworking / Optical4 transcripts6 AugbelowMKSISemi Equipment4 transcripts6 AugbelowMCHPAnalog / Power / Industrial5 transcripts6 AugbelowKLICPackaging4 transcripts6 AugbelowAKAMSoftware6 transcripts6 AugbelowAAOINetworking / Optical4 transcripts6 AugbelowSNDKMemory8 transcripts5 AugbelowIFXAnalog / Power / Industrial5 transcripts5 AugbelowGFSFoundry6 transcripts5 AugbelowQMaterials / Supply Chain4 transcripts4 AugbelowENTGMaterials / Supply Chain4 transcripts4 AugbelowCATIndustrial / Heavy Equipment4 transcripts4 AugbelowANETNetworking / Optical5 transcripts4 AugbelowAMDCPU6 transcripts4 AugbelowALABAI / Accelerators5 transcripts4 AugbelowONAnalog / Power / Industrial5 transcripts3 AugbelowMPWRAnalog / Power / Industrial4 transcripts30 JulbelowCHKPSoftware5 transcripts30 JulaboveAMZNBig Tech / Platforms4 transcripts30 JulbelowAAPLBig Tech / Platforms4 transcripts30 JulaboveUMCFoundry4 transcripts29 JulbelowTERSemi Equipment5 transcripts29 JulbelowSKHYMemory4 transcripts29 JulbelowQCOMMobile / Wireless7 transcripts29 JulbelowMSFTBig Tech / Platforms5 transcripts29 JulaboveFTNTSoftware5 transcripts29 JulaboveFLEXHardware / OEM5 transcripts29 JulbelowASMIYSemi Equipment4 transcripts29 JulbelowARMCPU4 transcripts29 JulbelowSWKSMobile / Wireless4 transcripts28 JulaboveSTXMemory6 transcripts28 JulbelowQRVOMobile / Wireless4 transcripts28 JulbelowNXPIAnalog / Power / Industrial5 transcripts28 JulaboveKLACSemi Equipment5 transcripts28 JulbelowGLWNetworking / Optical5 transcripts28 JulbelowCLSHardware / OEM3 transcripts28 JulCDNSEDA5 transcripts27 JulbelowAMKRPackaging5 transcripts27 JulbelowSTMAnalog / Power / Industrial4 transcripts23 JulbelowINTCCPU4 transcripts23 JulbelowNOWSoftware6 transcripts22 JulaboveGOOGLBig Tech / Platforms5 transcripts22 JulbelowGEVIndustrial / Heavy Equipment6 transcripts22 Julbelow

📋 Latest Transcript Activity

22 OctWDCResultsWDC (-5.1% post mkt. $354.19->$336.00). Western Digital — Q1 FY2027 (September 2026 quarter, reported Oct 22, 2026)
22 OctSPOTResultsSPOT (+11.1% on the day (pre-market report); -0.5% post mkt. $525.34->$583.66). Spotify — Q3 2026 (October 22, 2026;
22 OctNOKResultsNOK (-7.4% pre-mkt. $9.25->$8.57). Nokia — Q3 2026 (October 22, 2026). Beat on revenue and EPS, +220bp comparable OM
22 OctBEResultsBE (-6.1% post mkt. $217.77->$204.50). Bloom Energy — Q3 2026 (October 22, 2026). Record quarter: revenue $1.24B +13
21 OctNVDAConferenceNVIDIA (NVDA) — GTC Berlin 2026 Keynote (Wed Oct 21, 2026, 09:00–11:00 UTC / 11:00–13:00 CEST, Tempodrom, Berlin)
21 OctMUConferenceMicron Technology (MU) — Technology and Product Leadership Webinar (October 21, 2026) — Full Verbatim
21 OctTXNResultsTXN (+1.0% post mkt. $284.65->$287.56).
21 OctSAPResultsSAP (+1.8% post mkt. $232.73->$236.95). SAP SE — Q3 2026, reported Oct 21, 2026 (call 5:00 PM ET). "Outstanding" qua
21 OctMETAResultsMETA (+3.8% post mkt. $697.52->$724.00).
21 OctLRCXResultsLRCX (-6.8% post mkt. $260.81->$243.19). Lam Research — Q1 FY2027 (September 2026 quarter), reported Oct 21, 2026 AM
Auto-generated by 9 research agents · Oct 23, 2026 11:45 UTC · For informational purposes only, not investment advice.