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Here's what matters today: what changed, our strongest stock ideas, and the next important dates. New here? See how TickerYou works.
Last 7 days · dated research and monitoring records
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These are our strongest ideas. Ready to consider means every check passed. Still checking means an important piece is missing. 0 of 6 shown are ready.
A higher importance number means an event is closer, more likely, or could matter more. It is not a buy or sell signal.
Current status: 0 of 11 strong ideas currently pass every required check. This count is calculated now.
What Changed This Run No ideas crossed the 8/10 bar, and no high-conviction idea was closed or killed. The substantive updates were confirmations. CCJ stayed at 8/10 after Cameco's August 31 uranium table showed spot uranium at $89.68/lb and long-term uranium at $96.50/lb, still above the $75/lb invalidation floor, and its July 31 Q2 release kept 2026 uranium production guidance at 19.5-21.5 million pounds while Westinghouse Q2 adjusted EBITDA was $163 million. Sources: uranium table, Q2 release. BBIO stayed at 8/10 after BridgeBio's August 31 U.S. government access agreement said Attruby remains available through Medicare Part D without future pricing mandates, while the August 10 Q2 release showed $222.4 million of U.S. Attruby net product revenue and a November 27, 2026 BBP-418 PDUFA date with Priority Review. Sources: access agreement, Q2 release.
High-Conviction Theses Reviewed MU remained the strongest high-conviction thesis at 9/10: fiscal Q3 revenue was $41.46 billion, gross margin was 84.6%, and Q4 guidance called for roughly $50.0 billion of revenue and about 86% gross margin; the next proof point is the fiscal Q4 call on September 30, 2026. Sources: Q3 results, Q4 date. AVGO stayed at 8/10 after the run left the AI semiconductor thesis concentrated on the fiscal Q3/Q4 validation window; Broadcom's September 2 release later reported Q3 revenue of $29.6 billion, Q3 AI semiconductor revenue of $16.7 billion, and Q4 revenue guidance of about $34.8 billion. Source: AVGO Q3 release. INSW stayed at 8/10 with the tanker-rate thesis intact: Q2 net income was $295 million, adjusted EBITDA was $345 million, free cash flow was $261 million, and the September dividend was declared at $5.05 per share. Source: INSW Q2 release. NOW stayed at 8/10 after Q2 subscription revenue of $3.877 billion grew 24.5% year over year and ServiceNow AI crossed $1 billion in annual contract value. Source: NOW Q2 release. META stayed at 8/10 with Q2 revenue up 28% to $60.80 billion, but the thesis still depends on AI capex discipline after 2026 capex guidance was narrowed to $130-145 billion. Source: META Q2 release. RARE stayed at 8/10 with Q2 total revenue of $214 million, 2026 revenue guidance of $730-$760 million, and the 2027 profitability path intact, while FDA's August 19 accelerated approval of Genglycos added launch execution and confirmatory-benefit risk. Sources: RARE Q2 release, FDA approval. TLN stayed at 8/10 after raising 2026 adjusted free cash flow guidance to $1.200-$1.350 billion and reporting about $1.9 billion of liquidity. Source: TLN Q2 release. NXT stayed at 8/10 after Q1 FY2027 revenue of $935 million, adjusted EBITDA of $233 million, backlog above $5.5 billion, and FY2027 adjusted EBITDA guidance of $870-$930 million. Source: NXT Q1 release. MLYS stayed at 8/10 with the lorundrostat PDUFA date fixed at December 22, 2026, cash and investments at $661.4 million as of June 30, 2026, and funding expected into 2028 including launch. Source: MLYS Q2 release.
What To Watch Next Near-term dated checks are AVGO Q4 AI semiconductor revenue framing, INSW's September 10 record date and September 24 dividend payment, RARE's September 19 UX111 PDUFA action date, MU's September 30 fiscal Q4 call, MLYS's October 29 ICER meeting and December 22 PDUFA date, NOW and META Q3 earnings on October 28, NXT Q2 FY2027 earnings on October 22, CCJ Q3 earnings in early November, TLN's expected mid-November Q3 update, and BBIO's November 27 BBP-418 FDA decision.
Q3 FY2026 · profit per share 3.32 vs 3.22 expected
The full Q3 FY2026 print showed AI-led revenue strength and operating leverage lifting adjusted EPS, while the post-release reaction focused on whether the forward outlook was strong enough for an already demanding AI valuation.
Only stocks TickerYou already follows are shown, including strong ideas still being checked. A large price move does not mean the research became better or worse.
Nothing important changed in the last 7 days. We will not invent an update just to fill this space.
We show open ideas rated 8/10 or higher. Ready appears only after every important source, price, target, risk, date, and currency check passes. If something is missing, we name it instead of guessing.
No idea currently passes every required check, so no current action is shown. Older run instructions are never used as a substitute.
“4.8% on the 10-year is where fiscal risk starts cracking stocks”
Matt Maley (Miller Tabak + Co.) · CNBC.com / Miller Tabak note · agrees with the common view
Opinion — not a TickerYou conclusion
Maley argued that a sustained move above 4.8% on the 10-year Treasury yield would start causing meaningful problems beyond bonds. His case is that fiscal deficits, heavy Treasury rollover needs, and large corporate issuance are keeping pressure on long-term yields while Treasury jawboning has failed to bring rates down. The take matters today because it turns the bond-market move into an equity-valuation problem, especially for long-duration growth stocks, commercial real estate, and private assets.
Why you should care: If he is right, investors should treat higher long rates as a valuation headwind and favor quality cash-flow compounders over rate-sensitive duration plays.
Q4 FY2026 · profit per share 1.02 vs 0.98 expected
PANW closed FY2026 with 34% revenue growth, 63% NGS ARR growth to $9.10B and 38.4% adjusted free-cash-flow margin, while FY2027 revenue guidance of $14.10B-$14.20B signals management still sees durable AI-security demand.
Q2 2026 · profit per share -0.54 vs -0.55 expected
No product revenue (pre-commercial); net loss of $96.4M reflected a surge in G&A to $31.8M (from $13.4M a year ago) driven by commercial readiness build-out, with R&D at $70.8M supporting three NDA submissions in H1 2026; pro forma cash of $865.9M funds operations into late 2028, bracketing dual PDUFA dates for bezuclastinib in GIST (Nov 30) and NonAdvSM (Dec 30).
Q2 2026 · profit per share 5.91 vs 5.52 expected
International Seaways delivered record Q2 2026 net income of $295M ($5.91 diluted EPS) on shipping revenues of $467M, with Adjusted EBITDA of $345M; the company declared its largest-ever quarterly dividend of $5.05/share, payable September 24, 2026, reflecting substantially stronger tanker rates year-over-year.
Q2 2026 · profit per share 3.02 vs 2.89 expected
[backfilled] Record export volumes of 672 TBtu (+20% YoY) as Stage 3 trains ramped ahead of schedule, combined with higher spot-sale margins, powered the beat; Cheniere raised full-year 2026 consolidated adjusted EBITDA guidance to $7.90–$8.40B from $7.25–$7.75B (second consecutive raise, new low end above prior high end) and tightened production outlook to 53–54 million tons.
Q2 2026 · profit per share 1.77 vs 0.77 expected
[backfilled] The quarter delivered $176.1M revenue (+14% YoY) on the strength of a $900M DOE HALEU enrichment award; management raised full-year guidance to $450–500M revenue, grew total backlog to $4.5B through 2040, and reported adjusted net income of $38.7M — though GAAP net income fell to $16.8M YoY due to non-cash adjustments inherent to uranium enrichment accounting.
International Seaways, Inc.
Broadcom Inc.
“4.8% on the 10-year is where fiscal risk starts cracking stocks”
Matt Maley (Miller Tabak + Co.) · CNBC.com / Miller Tabak note · agrees with the common view
Opinion — not a TickerYou conclusion
Maley argued that a sustained move above 4.8% on the 10-year Treasury yield would start causing meaningful problems beyond bonds. His case is that fiscal deficits, heavy Treasury rollover needs, and large corporate issuance are keeping pressure on long-term yields while Treasury jawboning has failed to bring rates down. The take matters today because it turns the bond-market move into an equity-valuation problem, especially for long-duration growth stocks, commercial real estate, and private assets.
Why you should care: If he is right, investors should treat higher long rates as a valuation headwind and favor quality cash-flow compounders over rate-sensitive duration plays.