Jun 29 - Jul 5, 2026

What was thought, what was decided, what printed against it, and what was published — for this week only.

Thinking

No journal entries this week.

Decisions

No decisions were taken or graded this week.

What printed

318

Filings that landed on covered names this week
Period	Company	Form	Filed
5 Jul	EnovixENVX	10-Q	12 Aug
5 Jul	EnerSysENS	10-Q	12 Aug
5 Jul	RevvityRVTY	10-Q	11 Aug
5 Jul	CognexCGNX	10-Q	6 Aug
4 Jul	MiddlebyMIDD	10-Q	13 Aug
4 Jul	NucorNUE	10-Q	12 Aug
4 Jul	AstronicsATRO	10-Q	12 Aug
4 Jul	Silicon LaboratoriesSLAB	10-Q	11 Aug
4 Jul	Vishay IntertechnologyVSH	10-Q	5 Aug
4 Jul	Zebra TechnologiesZBRA	10-Q	4 Aug
4 Jul	Lattice SemiconductorLSCC	10-Q	4 Aug
3 Jul	TrimbleTRMB	10-Q	12 Aug
3 Jul	AECOMACM	10-Q	11 Aug
3 Jul	MACOMMTSI	10-Q	6 Aug
3 Jul	MaterionMTRN	10-Q	5 Aug
3 Jul	NovantaNOVT	10-Q	5 Aug
3 Jul	Nextpower (ex-Nextracker)NXT	10-Q	3 Aug
3 Jul	ON SemiconductorON	10-Q	3 Aug
3 Jul	Skyworks SolutionsSWKS	10-Q	28 Jul
30 Jun	Super Micro ComputerSMCI	10-K	31 Aug
30 Jun	IRENIREN	10-K	27 Aug
30 Jun	AccurayARAY	10-K	27 Aug
30 Jun	Bio-TechneTECH	10-K	24 Aug
30 Jun	Richtech RoboticsRR	10-Q	19 Aug
30 Jun	Coherent CorpCOHR	10-K	14 Aug
30 Jun	Lightwave LogicLWLG	10-Q	14 Aug
30 Jun	HIVE Digital TechnologiesHIVE	10-Q	14 Aug
30 Jun	ASP IsotopesASPI	10-Q	14 Aug
30 Jun	Figure Technology SolutionsFIGR	10-Q	14 Aug
30 Jun	LanzaTechLNZA	10-Q	14 Aug
30 Jun	Neumora TherapeuticsNMRA	10-Q	14 Aug
30 Jun	Senti BiosciencesSNTI	10-Q	14 Aug
30 Jun	Perpetua ResourcesPPTA	10-Q	14 Aug
30 Jun	DeFi Development CorpDFDV	10-Q	13 Aug
30 Jun	AXT IncAXTI	10-Q	13 Aug
30 Jun	4D Molecular TherapeuticsFDMT	10-Q	13 Aug
30 Jun	Quantum-SiQSI	10-Q	13 Aug
30 Jun	Equillium, Inc.EQ	10-Q	13 Aug
30 Jun	MeiraGTxMGTX	10-Q	13 Aug
30 Jun	Gemini Space StationGEMI	10-Q	13 Aug
30 Jun	Caribou BiosciencesCRBU	10-Q	13 Aug
30 Jun	Nakamoto / KindlyMDNAKA	10-Q	13 Aug
30 Jun	Intuitive MachinesLUNR	10-Q	13 Aug
30 Jun	Stem IncSTEM	10-Q	13 Aug
30 Jun	Spire GlobalSPIR	10-Q	13 Aug
30 Jun	Sidus SpaceSIDU	10-Q	13 Aug
30 Jun	CibusCBUS	10-Q	13 Aug
30 Jun	enCore EnergyEU	10-Q	13 Aug
30 Jun	Lithium AmericasLAC	10-Q	13 Aug
30 Jun	Fervo EnergyFRVO	10-Q	13 Aug
30 Jun	CoreWeaveCRWV	10-Q	12 Aug
30 Jun	Cerebras SystemsCBRS	10-Q	12 Aug
30 Jun	AltimmuneALT	10-Q	12 Aug
30 Jun	Nauticus RoboticsKITT	10-Q	12 Aug
30 Jun	WhiteFiberWYFI	10-Q	12 Aug
30 Jun	StereotaxisSTXS	10-Q	12 Aug
30 Jun	Virgin GalacticSPCE	10-Q	12 Aug
30 Jun	Lexeo TherapeuticsLXEO	10-Q	12 Aug
30 Jun	Nano Nuclear EnergyNNE	10-Q	12 Aug
30 Jun	Firefly Aerospace	10-Q	11 Aug
30 Jun	United States AntimonyUAMY	10-Q	11 Aug
30 Jun	CodexisCDXS	10-Q	11 Aug
30 Jun	Karman HoldingsKRMN	10-Q	11 Aug
30 Jun	AbsciABSI	10-Q	11 Aug
30 Jun	Maze TherapeuticsMAZE	10-Q	11 Aug
30 Jun	Taysha Gene TherapiesTSHA	10-Q	11 Aug
30 Jun	MomentusMNTS	10-Q	11 Aug
30 Jun	ESS TechGWH	10-Q	11 Aug
30 Jun	Twenty One CapitalXXI	10-Q	11 Aug
30 Jun	Microbot MedicalMBOT	10-Q	11 Aug
30 Jun	Rocket LabRKLB	10-Q	10 Aug
30 Jun	Quantum Computing IncQUBT	10-Q	10 Aug
30 Jun	Riot PlatformsRIOT	10-Q	10 Aug
30 Jun	Galaxy DigitalGLXY	10-Q	10 Aug
30 Jun	AST SpaceMobileASTS	10-Q	10 Aug
30 Jun	USA Rare EarthUSAR	10-Q	10 Aug
30 Jun	Plug PowerPLUG	10-Q	10 Aug
30 Jun	VistraVST	10-Q	10 Aug
30 Jun	Microvast HoldingsMVST	10-Q	10 Aug
30 Jun	QuanterixQTRX	10-Q	10 Aug
30 Jun	MetagenomiMGX	10-Q	10 Aug
30 Jun	Archer AviationACHR	10-Q	10 Aug
30 Jun	Ur-EnergyURG	10-Q	10 Aug
30 Jun	CEVA IncCEVA	10-Q	10 Aug
30 Jun	Strive (ex-Asset Entities)ASST	10-Q	10 Aug
30 Jun	Rocket PharmaceuticalsRCKT	10-Q	10 Aug
30 Jun	Westwater ResourcesWWR	10-Q	10 Aug
30 Jun	SharpLink GamingSBET	10-Q	7 Aug
30 Jun	Ivanhoe ElectricIE	10-Q	7 Aug
30 Jun	MP MaterialsMP	10-Q	7 Aug
30 Jun	NateraNTRA	10-Q	7 Aug
30 Jun	ACM ResearchACMR	10-Q	7 Aug
30 Jun	10x GenomicsTXG	10-Q	7 Aug
30 Jun	PPL CorporationPPL	10-Q	7 Aug
30 Jun	Kodiak AIKDK	10-Q	7 Aug
30 Jun	indie SemiconductorINDI	10-Q	7 Aug
30 Jun	OkloOKLO	10-Q	7 Aug
30 Jun	KLA CorporationKLAC	10-K	6 Aug
30 Jun	Constellation EnergyCEG	10-Q	6 Aug
30 Jun	Intellia TherapeuticsNTLA	10-Q	6 Aug
30 Jun	Prime MedicinePRME	10-Q	6 Aug
30 Jun	Pacific BiosciencesPACB	10-Q	6 Aug
30 Jun	Structure TherapeuticsGPCR	10-Q	6 Aug
30 Jun	Royal GoldRGLD	10-Q	6 Aug
30 Jun	Century AluminumCENX	10-Q	6 Aug
30 Jun	Relay TherapeuticsRLAY	10-Q	6 Aug
30 Jun	CleanSparkCLSK	10-Q	6 Aug
30 Jun	Amprius TechnologiesAMPX	10-Q	6 Aug
30 Jun	Joby AviationJOBY	10-Q	6 Aug
30 Jun	Centrus EnergyLEU	10-Q	6 Aug
30 Jun	Applied OptoelectronicsAAOI	10-Q	6 Aug
30 Jun	Aeva TechnologiesAEVA	10-Q	6 Aug
30 Jun	HyperfineHYPR	10-Q	6 Aug
30 Jun	SiTimeSITM	10-Q	6 Aug
30 Jun	Freeport-McMoRanFCX	10-Q	6 Aug
30 Jun	OusterOUST	10-Q	6 Aug
30 Jun	Denali TherapeuticsDNLI	10-Q	6 Aug
30 Jun	Tronox HoldingsTROX	10-Q	6 Aug
30 Jun	SBA CommunicationsSBAC	10-Q	6 Aug
30 Jun	SatellogicSATL	10-Q	6 Aug
30 Jun	SoFi TechnologiesSOFI	10-Q	6 Aug
30 Jun	GlobalstarGSAT	10-Q	6 Aug
30 Jun	Ginkgo BioworksDNA	10-Q	6 Aug
30 Jun	BlackRockBLK	10-Q	6 Aug
30 Jun	Globus MedicalGMED	10-Q	6 Aug
30 Jun	RedwireRDW	10-Q	6 Aug
30 Jun	MARA HoldingsMARA	10-Q	6 Aug
30 Jun	Consolidated EdisonED	10-Q	6 Aug
30 Jun	MKS InstrumentsMKSI	10-Q	6 Aug
30 Jun	ViasatVSAT	10-Q	6 Aug
30 Jun	Microchip TechnologyMCHP	10-Q	6 Aug
30 Jun	Power IntegrationsPOWI	10-Q	6 Aug
30 Jun	Generate BiomedicinesGENB	10-Q	6 Aug
30 Jun	SempraSRE	10-Q	6 Aug
30 Jun	Palladyne AIPDYN	10-Q	6 Aug
30 Jun	MicroVisionMVIS	10-Q	6 Aug
30 Jun	Onto InnovationONTO	10-Q	6 Aug
30 Jun	Precision BioSciencesDTIL	10-Q	6 Aug
30 Jun	EvergyEVRG	10-Q	6 Aug
30 Jun	Axcelis TechnologiesACLS	10-Q	6 Aug
30 Jun	Solid BiosciencesSLDB	10-Q	6 Aug
30 Jun	LightbridgeLTBR	10-Q	6 Aug
30 Jun	Ormat TechnologiesORA	10-Q	6 Aug
30 Jun	Fluence EnergyFLNC	10-Q	5 Aug
30 Jun	AlbemarleALB	10-Q	5 Aug
30 Jun	Editas MedicineEDIT	10-Q	5 Aug
30 Jun	Eli LillyLLY	10-Q	5 Aug
30 Jun	AbCellera BiologicsABCL	10-Q	5 Aug
30 Jun	Circle Internet GroupCRCL	10-Q	5 Aug
30 Jun	Eos Energy EnterprisesEOSE	10-Q	5 Aug
30 Jun	Recursion PharmaceuticalsRXRX	10-Q	5 Aug
30 Jun	AmgenAMGN	10-Q	5 Aug
30 Jun	SunrunRUN	10-Q	5 Aug
30 Jun	Astera LabsALAB	10-Q	5 Aug
30 Jun	SchrodingerSDGR	10-Q	5 Aug
30 Jun	BioAge LabsBIOA	10-Q	5 Aug
30 Jun	Array TechnologiesARRY	10-Q	5 Aug
30 Jun	JBT MarelJBTM	10-Q	5 Aug
30 Jun	SolarEdge TechnologiesSEDG	10-Q	5 Aug
30 Jun	Talen EnergyTLN	10-Q	5 Aug
30 Jun	NiSourceNI	10-Q	5 Aug
30 Jun	PROCEPT BioRoboticsPRCT	10-Q	5 Aug
30 Jun	MyomoMYO	10-Q	5 Aug
30 Jun	Monolithic Power SystemsMPWR	10-Q	5 Aug
30 Jun	Standard BioToolsLAB	10-Q	5 Aug
30 Jun	TeraWulfWULF	10-Q	5 Aug
30 Jun	Arista NetworksANET	10-Q	5 Aug
30 Jun	UltragenyxRARE	10-Q	5 Aug
30 Jun	Atmos EnergyATO	10-Q	5 Aug
30 Jun	Zimmer BiometZBH	10-Q	5 Aug
30 Jun	BlockXYZ	10-Q	5 Aug
30 Jun	Diodes IncorporatedDIOD	10-Q	5 Aug
30 Jun	AllientALNT	10-Q	5 Aug
30 Jun	Sarepta TherapeuticsSRPT	10-Q	5 Aug
30 Jun	Iron MountainIRM	10-Q	5 Aug
30 Jun	Crown CastleCCI	10-Q	5 Aug
30 Jun	BrukerBRKR	10-Q	5 Aug
30 Jun	Clearway EnergyCWEN	10-Q	5 Aug
30 Jun	CaterpillarCAT	10-Q	5 Aug
30 Jun	Solid PowerSLDP	10-Q	5 Aug
30 Jun	Energy FuelsUUUU	10-Q	5 Aug
30 Jun	NuScale PowerSMR	10-Q	5 Aug
30 Jun	Tenaya TherapeuticsTNYA	10-Q	5 Aug
30 Jun	Regal RexnordRRX	10-Q	5 Aug
30 Jun	Veeco InstrumentsVECO	10-Q	5 Aug
30 Jun	SpaceX	10-Q	4 Aug
30 Jun	Beam TherapeuticsBEAM	10-Q	4 Aug
30 Jun	Vertex PharmaceuticalsVRTX	10-Q	4 Aug
30 Jun	PalantirPLTR	10-Q	4 Aug
30 Jun	Arrowhead PharmaceuticalsARWR	10-Q	4 Aug
30 Jun	Cipher MiningCIFR	10-Q	4 Aug
30 Jun	Hut 8HUT	10-Q	4 Aug
30 Jun	Shoals TechnologiesSHLS	10-Q	4 Aug
30 Jun	CertaraCERT	10-Q	4 Aug
30 Jun	Public Service Enterprise GroupPEG	10-Q	4 Aug
30 Jun	Duke EnergyDUK	10-Q	4 Aug
30 Jun	WEC Energy GroupWEC	10-Q	4 Aug
30 Jun	InvescoIVZ	10-Q	4 Aug
30 Jun	Sterling InfrastructureSTRL	10-Q	4 Aug
30 Jun	NRG EnergyNRG	10-Q	4 Aug
30 Jun	Rockwell AutomationROK	10-Q	4 Aug
30 Jun	Powell IndustriesPOWL	10-Q	4 Aug
30 Jun	Bio-Rad LaboratoriesBIO	10-Q	4 Aug
30 Jun	Pinnacle West CapitalPNW	10-Q	4 Aug
30 Jun	Emerson ElectricEMR	10-Q	4 Aug
30 Jun	CumminsCMI	10-Q	4 Aug
30 Jun	Generac HoldingsGNRC	10-Q	4 Aug
30 Jun	Lumen TechnologiesLUMN	10-Q	4 Aug
30 Jun	DigitalBridge GroupDBRG	10-Q	4 Aug
30 Jun	Eve HoldingEVEX	10-Q	4 Aug
30 Jun	CRISPR TherapeuticsCRSP	10-Q	3 Aug
30 Jun	CNH IndustrialCNH	10-Q	3 Aug
30 Jun	American BitcoinABTC	10-Q	3 Aug
30 Jun	Stoke TherapeuticsSTOK	10-Q	3 Aug
30 Jun	BWX TechnologiesBWXT	10-Q	3 Aug
30 Jun	Krystal BiotechKRYS	10-Q	3 Aug
30 Jun	Strategy (ex-MicroStrategy)MSTR	10-Q	3 Aug
30 Jun	AmerenAEE	10-Q	3 Aug
30 Jun	Eversource EnergyES	10-Q	3 Aug
30 Jun	EchoStarSATS	10-Q	3 Aug
30 Jun	3D SystemsDDD	10-Q	3 Aug
30 Jun	Twist BioscienceTWST	10-Q	3 Aug
30 Jun	Amazon (AWS)AMZN	10-Q	31 Jul
30 Jun	ModernaMRNA	10-Q	31 Jul
30 Jun	CortevaCTVA	10-Q	31 Jul
30 Jun	Southern CopperSCCO	10-Q	31 Jul
30 Jun	nVent ElectricNVT	10-Q	31 Jul
30 Jun	AmphenolAPH	10-Q	31 Jul
30 Jun	Digital Realty TrustDLR	10-Q	31 Jul
30 Jun	Dominion EnergyD	10-Q	31 Jul
30 Jun	StrykerSYK	10-Q	31 Jul
30 Jun	VeracyteVCYT	10-Q	31 Jul
30 Jun	Franklin ResourcesBEN	10-Q	31 Jul
30 Jun	IES HoldingsIESC	10-Q	31 Jul
30 Jun	Alliant EnergyLNT	10-Q	31 Jul
30 Jun	EatonETN	10-Q	31 Jul
30 Jun	Myriad GeneticsMYGN	10-Q	31 Jul
30 Jun	LindeLIN	10-Q	31 Jul
30 Jun	Proto LabsPRLB	10-Q	31 Jul
30 Jun	Meta AI / FAIRMETA	10-Q	30 Jul
30 Jun	Meta PlatformsMETA	10-Q	30 Jul
30 Jun	Bicycle TherapeuticsBCYC	10-Q	30 Jul
30 Jun	AGCOAGCO	10-Q	30 Jul
30 Jun	Tempus AITEM	10-Q	30 Jul
30 Jun	AlcoaAA	10-Q	30 Jul
30 Jun	Butterfly NetworkBFLY	10-Q	30 Jul
30 Jun	Uniti GroupUNIT	10-Q	30 Jul
30 Jun	Robinhood MarketsHOOD	10-Q	30 Jul
30 Jun	First SolarFSLR	10-Q	30 Jul
30 Jun	Alnylam PharmaceuticalsALNY	10-Q	30 Jul
30 Jun	EMCOR GroupEME	10-Q	30 Jul
30 Jun	Southern CompanySO	10-Q	30 Jul
30 Jun	Coinbase GlobalCOIN	10-Q	30 Jul
30 Jun	MasTecMTZ	10-Q	30 Jul
30 Jun	Guardant HealthGH	10-Q	30 Jul
30 Jun	MastercardMA	10-Q	30 Jul
30 Jun	Modine ManufacturingMOD	10-Q	30 Jul
30 Jun	Quanta ServicesPWR	10-Q	30 Jul
30 Jun	Fulgent GeneticsFLGT	10-Q	30 Jul
30 Jun	APi GroupAPG	10-Q	30 Jul
30 Jun	CareDxCDNA	10-Q	30 Jul
30 Jun	Edison InternationalEIX	10-Q	30 Jul
30 Jun	American Electric PowerAEP	10-Q	30 Jul
30 Jun	ExelonEXC	10-Q	30 Jul
30 Jun	WESCO InternationalWCC	10-Q	30 Jul
30 Jun	Trane TechnologiesTT	10-Q	30 Jul
30 Jun	Wave Life SciencesWVE	10-Q	30 Jul
30 Jun	Air Products & ChemicalsAPD	10-Q	30 Jul
30 Jun	Xcel EnergyXEL	10-Q	30 Jul
30 Jun	MicrosoftMSFT	10-K	29 Jul
30 Jun	Viking TherapeuticsVKTX	10-Q	29 Jul
30 Jun	EquinixEQIX	10-Q	29 Jul
30 Jun	Ionis PharmaceuticalsIONS	10-Q	29 Jul
30 Jun	Vertiv HoldingsVRT	10-Q	29 Jul
30 Jun	VisaV	10-Q	29 Jul
30 Jun	CorningGLW	10-Q	29 Jul
30 Jun	Cadence Design SystemsCDNS	10-Q	29 Jul
30 Jun	MYR GroupMYRG	10-Q	29 Jul
30 Jun	HubbellHUBB	10-Q	29 Jul
30 Jun	ImpinjPI	10-Q	29 Jul
30 Jun	Johnson ControlsJCI	10-Q	29 Jul
30 Jun	Aurora InnovationAUR	10-Q	29 Jul
30 Jun	Dyne TherapeuticsDYN	10-Q	29 Jul
30 Jun	uniQureQURE	10-Q	29 Jul
30 Jun	Steel DynamicsSTLD	10-Q	28 Jul
30 Jun	Bloom EnergyBE	10-Q	28 Jul
30 Jun	American TowerAMT	10-Q	28 Jul
30 Jun	CMS EnergyCMS	10-Q	28 Jul
30 Jun	PayPal HoldingsPYPL	10-Q	28 Jul
30 Jun	FirstEnergyFE	10-Q	28 Jul
30 Jun	Core ScientificCORZ	10-Q	28 Jul
30 Jun	Enphase EnergyENPH	10-Q	28 Jul
30 Jun	CenterPoint EnergyCNP	10-Q	28 Jul
30 Jun	Nautilus BiotechnologyNAUT	10-Q	28 Jul
30 Jun	Amkor TechnologyAMKR	10-Q	28 Jul
30 Jun	Carrier GlobalCARR	10-Q	28 Jul
30 Jun	NeoGenomicsNEO	10-Q	28 Jul
30 Jun	DTE EnergyDTE	10-Q	28 Jul
30 Jun	RambusRMBS	10-Q	28 Jul
30 Jun	CelesticaCLS	10-Q	27 Jul
30 Jun	Navitas SemiconductorNVTS	10-Q	27 Jul
30 Jun	QuantumScapeQS	10-Q	24 Jul
30 Jun	GrafTech InternationalEAF	10-Q	24 Jul
30 Jun	NextEra EnergyNEE	10-Q	24 Jul
30 Jun	Texas InstrumentsTXN	10-Q	24 Jul
30 Jun	Google DeepMindGOOGL	10-Q	23 Jul
30 Jun	AlphabetGOOGL	10-Q	23 Jul
30 Jun	TeslaTSLA	10-Q	23 Jul
30 Jun	Kaiser AluminumKALU	10-Q	23 Jul
30 Jun	Cleveland-CliffsCLF	10-Q	23 Jul
30 Jun	MaxLinearMXL	10-Q	23 Jul
30 Jun	HoneywellHON	10-Q	23 Jul
30 Jun	Oceaneering InternationalOII	10-Q	23 Jul
30 Jun	PG&E CorporationPCG	10-Q	23 Jul
30 Jun	Comfort Systems USAFIX	10-Q	23 Jul
30 Jun	Iridium CommunicationsIRDM	10-Q	22 Jul
30 Jun	GE VernovaGEV	10-Q	22 Jul
30 Jun	Intuitive SurgicalISRG	10-Q	21 Jul

Closes

Friday closes for every ticker the desk held a live call on, week ending 2026-07-03
Ticker	Close	Currency	On the week
LITE	728.32	USD	-10.9%
NVDA	194.83	USD	+1.2%
MU	975.56	USD	-13.8%
000660.KS	2,180,000	KRW	-10.1%
AVGO	360.45	USD	-1.3%
TSM	434.16	USD	+0.4%

Open the Open Book from this week to replay every call from this Friday forward.

Output

Nothing published this week.