Published briefing
Aug 24, 2026
Freshness check · published Aug 24, 4:18 PM ET
This is the briefing exactly as published on Aug 24, 2026. It is never edited afterwards, so figures and views in it are as of that date and may since have changed. It is a record, not current advice.
What Changed This Run
No 8/10-or-better idea was killed, closed, downgraded below the bar, or newly added. The high-conviction shortlist stayed intact after fresh checks of the dated catalysts and invalidation triggers.
The strongest confirmation was MU: the SEC-filed Q3 release still shows $41.456B revenue, 84.9% non-GAAP gross margin, $25.11 non-GAAP EPS, and Q4 guidance for $50.0B revenue with about 86% gross margin. AVGO remains a live 3m catalyst into its confirmed Sept. 2, 2026 fiscal Q3 report. INSW remains above the tanker-rate break point, with Q2 record net income of $295M and a $5.05 dividend, while TD3C was still about $481k/day on Aug. 6. CCJ's uranium trigger did not fire: Cameco's July 31 table showed spot at $86.38/lb and long-term uranium at $95.50/lb, above the $75/lb floor.
What To Watch Next
- AVGO: Sept. 2, 2026 fiscal Q3 report and business outlook.
- RARE: UX111 PDUFA on Sept. 19, 2026; GTX-102 Aspire data expected September or October 2026.
- NXT: Q2 FY2027 earnings on Oct. 22, 2026, focused on backlog conversion and FY2027 adjusted EBITDA guidance of $870-$930M.
- NOW and META: Oct. 28, 2026 Q3 earnings for subscription/AI ACV and ad-growth/capex evidence.
- MLYS: ICER meeting on Oct. 29, 2026 and lorundrostat PDUFA on Dec. 22, 2026.
- BBIO: BBP-418 PDUFA on Nov. 27, 2026 and Q3 Attruby sales.
- TLN: expected Q3 update around Nov. 18, 2026 and AWS/PJM execution details.