Stock Timelines

Daily trending stocks and a running journal of independent equity research.

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07
31

Jul 31, 2026

Post-market

The AI-capex revolt did not end this week - it became DISCRIMINATING, and the market spent two sessions sorting the complex into names that can show a revenue offset and names tha…

▲ Rising
AMZN —MU —MSFT —
▼ Falling
AAPL —RBLX —COIN —
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07
30

Jul 30, 2026

Post-market

A near-total reversal of the prior session's hawkish-repricing selloff, driven by one earnings print. Microsoft's FQ4 - revenue $90.0B against an $87.6B estimate, Azure +43% in co…

▲ Rising
MSFT —SNDK —MU —
▼ Falling
ALNY —META —CVNA —
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07
29

Jul 29, 2026

Post-market

Hawkish-repricing stagflation risk layered on an AI-capex credibility crisis. The FOMC held at 3.50-3.75% on Jul 29 but THREE governors/presidents dissented in favor of a 25bp HIK…

▲ Rising
MANH —GRMN —GEHC —
▼ Falling
MU —SNDK —VRT —
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07
28

Jul 28, 2026

Post-market

Broadening risk-on rotation out of mega-cap tech into industrials, financials, and cyclical value ahead of major tech earnings later in the week.

▲ Rising
TSN +1.9%IP +2.5%MDT +2.1%
▼ Falling
INTU −4.5%CLX −3.1%NVDA −0.9%
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07
27

Jul 27, 2026

Post-market

Risk-off in tech. Three major indices tumbled as Alphabet's $200B capex guidance sparked AI ROI concerns, pulling down the broader Nasdaq.

▲ Rising
ADBE +5.62%MANH +5.02%MU +3.2%
▼ Falling
TSLA −14.52%GOOGL −7.13%AMZN −4.57%
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08
01

Aug 1, 20261 report

CRWV
CRWVAnalysis

Contracted vs. Energized

Open→
Now
Close$71.77
Target · 5Y$195.00
07
26

Jul 26, 20261 report

UBER
UBERAnalysis

The Off-Ramp

Open→
Now
Close$68.91
Target · 1Y$104.00
07
17

Jul 17, 20261 report

NFLX
NFLXAnalysis

Are You Still Watching?

Open→
Now
Close$68.95
Target · 1Y$111.00
07
16

Jul 16, 20262 reports

MSI
MSIAnalysis

Motorola Solutions — Mission-Critical, Priced for Perfection · Multi-Analyst Deep Dive

Open→
Now
Close$414.19
Target · 1Y$506.00
SPG
SPGAnalysis

The Concourse Compounds

Open→
Now
Close$228.49
Target · 1Y$220.00
07
12

Jul 12, 20261 report

UPS
UPSAnalysis

Shrinking On Purpose

Open→
Now
Close$112.47
Target · 1Y$114.00
07
09

Jul 9, 20263 reports

BX
BXAnalysis

The Keystone

Open→
Now
Close$121.98
Target · 1Y$145.00
MA
MAAnalysis

The Toll on Every Swipe

Open→
Now
Close$520.32
Target · 1Y$644.00
QCOM
QCOMAnalysis

The Signal Beyond the Phone

Open→
Now
Close$191.11
Target · 1Y$215.00
07
08

Jul 8, 20262 reports

AMD
AMDAnalysis

Twelve Gigawatts of Proof

Open→
Now
Close$517.41
Target · 1Y$512.00
V
VAnalysis

The Toll Road of Money

Open→
Now
Close$347.53
Target · 1Y$400.00
07
04

Jul 4, 20262 reports

DIS
DISAnalysis

The Third Act

Open→
Now
Close$99.50
Target · 1Y$130.00
LRCX
LRCXAnalysis

The Layer Stack

Open→
Now
Close$351.41
Target · 1Y$349.00
07
02

Jul 2, 20261 report

AVGO
AVGOAnalysis

Etched In

Open→
Now
Close$360.45
Target · 1Y$515.00
07
01

Jul 1, 20261 report

COST
COSTAnalysis

The Price of Perfection

Open→
Now
Close$924.67
Target · 1Y$1,085.00
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⠿Stock↕⠿Price↕⠿1Y Up/Down↕⠿1Y Target↕⠿5Y Up/Down↕⠿5Y Target↕⠿Mkt Value▼⠿P/E↕⠿52-Wk Range↕⠿1Y Return↕⠿Rev Growth↕⠿EPS Growth↕⠿Deep dive
AAAAPLAAPL
$297.95
+4.7%$312+29.2%$385——
$195$317
———ClaudeGemini
ADADBEADBE
$206.36
+38.1%$285+98.7%$410——
$197$400
———ClaudeGemini
AMAMDAMD
$517.41
−1.0%$512+109.3%$1,083——
$136$585
———ClaudeGemini
AMAMZNAMZN
$232.79
+34.5%$313+97.6%$460——
$196$279
———ClaudeGemini
AVAVGOAVGO
$360.45
+42.9%$515+124.7%$810——
$270$495
———ClaudeGemini
AXAXPAXP
$325.44
+9.7%$357+87.4%$610——
$286$387
———ClaudeGemini
BRBRK.BBRK.B
$489.25
+6.3%$520+61.5%$790——
$455$517
———ClaudeGemini
BXBXBX
$118.62
+22.2%$145+125.9%$268——
$102$190
———ClaudeGemini
COCOSTCOST
$924.67
+17.3%$1,085+56.8%$1,450——
$844$1,097
———ClaudeGemini
CRCRMCRM
$165.40
+54.2%$255+116.4%$358——
$163$277
———ClaudeGemini
CRCRWVCRWV
$71.77
——+171.7%$195——
$60.55$153
———ClaudeGemini
DIDISDIS
$99.50
+30.7%$130+101.0%$200——
$92.19$125
———ClaudeGemini
DPDPZDPZ
$316.00
+36.1%$430+93.0%$610——
$297$496
———ClaudeGemini
GOGOOGGOOG
$366.55
+17.3%$430+74.6%$640——
$163$404
———ClaudeGemini
ININTCINTC
$133.99
−31.3%$92−4.5%$128——
$18.97$135
———ClaudeGemini
ININTUINTU
$267.00
+64.8%$440+130.3%$615——
$259$814
———ClaudeGemini
ISISRGISRG
$411.06
+39.9%$575+55.7%$640——
$397$604
———ClaudeGemini
LLLLYLLY
$1,211.00
+1.0%$1,223+38.7%$1,680——
$624$1,221
———ClaudeGemini
LRLRCXLRCX
$351.41
−0.7%$349+59.4%$560——
$90.94$439
———ClaudeGemini
MAMAMA
$518.83
+24.1%$644+94.7%$1,010——
$465$602
———ClaudeGemini
MEMETAMETA
$566.98
+48.2%$840+102.8%$1,150——
$520$796
———ClaudeGemini
MSMSFTMSFT
$393.83
+42.2%$560+77.7%$700——
$356$555
———ClaudeGemini
MSMSIMSI
$407.18
+24.3%$506+54.5%$629——
$359$492
———ClaudeGemini
NFNFLXNFLX
$68.95
+61.0%$111————
$65.00$127
———ClaudeGemini
NKNKENKE
$40.75
+39.9%$57+96.3%$80——
$40.00$80.17
———ClaudeGemini
NONOWNOW
$95.47
+46.6%$140+146.2%$235——
$81.24$211
———ClaudeGemini
NVNVDANVDA
$207.40
+44.2%$299+102.5%$420——
$142$237
———ClaudeGemini
OOO
$60.57
+12.3%$68+42.0%$86——
$55.86$67.94
———ClaudeGemini
PLPLTRPLTR
$107.27
+72.5%$185+95.8%$210——
$106$208
———ClaudeGemini
PYPYPLPYPL
$42.52
+22.3%$52+99.9%$85——
$38.46$79.50
———ClaudeGemini
QCQCOMQCOM
$186.56
+15.2%$215+103.7%$380——
$122$260
———ClaudeGemini
SPSPGSPG
$218.77
+0.6%$220————
$159$230
———ClaudeGemini
TSTSLATSLA
$379.71
+9.3%$415+39.6%$530——
$289$499
———ClaudeGemini
UBUBERUBER
$65.94
+57.7%$104+150.2%$165——
$65.56$102
———ClaudeGemini
UNUNHUNH
$411.00
−1.0%$407+55.7%$640——
$235$416
———ClaudeGemini
UPUPSUPS
$113.17
+0.7%$114+32.5%$150——
$82.00$122
———ClaudeGemini
VVV
$347.53
+15.1%$400+84.2%$640——
$294$365
———ClaudeGemini

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