Past editions: 2026-08-24 · 2026-08-22 · 2026-08-21 · 2026-08-20

Invest Tools · Daily Brief

Invest Daily Brief

Fund value$9,634-3.7% since 2026-08-20
Cash$5,493ready to deploy
Positions$4,14243% deployed
Unrealized P&L$-23open positions

Macro overlay

Event-heavy back half of the week: Nvidia (and Marvell, Salesforce, CrowdStrike) report Wednesday after the close — the week's main AI-demand test; Thursday brings the Q2 GDP revision, and Friday stacks July core PCE with Fed Chair Warsh's first Jackson Hole keynote (symposium Aug 27-29). Only NVDA sits inside the 2-trading-day event window today, so it takes the sole overlay adjustment (-15); Friday's PCE/Jackson Hole risk is noted but too far out to gate today's entries. US market was closed over the weekend — stock bars are Friday's closes; GOOGL's order was live-checked pre-market (+0.7 sigma, stands).

Events: NVDA earnings Wed Aug 26 after close · Q2 GDP revision Thu Aug 27 · July core PCE Fri Aug 28 · Warsh Jackson Hole keynote Fri Aug 28

Today's orders

1 buy order(s) ≈ $351 — candidates, not obligations.

SideTickerQuantityEst. costNote
BUY GOOGL 1 share GOOGL $351 whole share — any session incl. overnight; live +0.7 sigma pre-market, stands

Scoreboard

TickerPrice1m12m vs 200DScoreAction
Fund universe — US stocks
AAPL $309.35 -5.0% +38.1% +10.1% +60 STRONG BUY
GOOGL $344.82 +0.8% +73.1% +3.6% +50 BUY
NVDA $214.72 +1.3% +22.9% +10.0% +45 BUY
SPY $765.72 +2.4% +21.8% +8.6% +45 BUY
QQQ $713.44 +1.1% +27.3% +9.5% +35 BUY
AMZN $258.63 +5.6% +16.5% +8.5% +35 BUY
MSFT $483.24 +24.0% -3.4% +12.5% +15 HOLD
TSLA $362.86 -3.0% +13.4% -10.0% -25 HOLD
META $549.90 -12.3% -25.4% -11.8% -60 EXIT
Watch only — external accounts
GLDM $91.32 +11.7% +38.2% +2.5% +75 STRONG BUY
HYPE $80.05 +37.7% +74.1% +61.3% +40 BUY
ETH $2,530.11 +35.1% -47.1% +25.8% +25 HOLD
SOL $97.56 +31.0% -52.6% +20.1% +20 HOLD
BTC $79,932.41 +24.3% -29.6% +15.7% +20 HOLD

Ticker analysis

GLDM watch only

$91.32 · as of 2026-08-21 · tiingo
STRONG BUY
−100
+100 +75

regime +40 · momentum +20 · pullback +0 · MACD +15

60801002025-082025-112026-012026-032026-06 Price50-day avg200-day avg
Close$91.32
vs 200-day avg+2.5%
vs 50-day avg+10.6%
RSI 14 / RSI 371 / 87
MACD+0.68 rising
Return 1m+11.7%
Return 3m+2.4%
Return 12m+38.2%
From 52-week high-14.5%
Volatility (ATR14)+1.8%

Watch-only (gold held externally). Score +75 — the strongest chart on the board: +2.5% above the 200D after a long consolidation, 12m +38%, MACD turning up. One honest caveat: RSI3 at 87 means today is a spike — the signal is the trend, the entry is a quiet day, not a green candle. If you add gold externally, scheduled adds beat chasing. — Strongest trend on the watchlist; stretch argues for patient entry.

AAPL

$309.35 · as of 2026-08-21 · tiingo
STRONG BUY
−100
+100 +60

regime +40 · momentum +20 · pullback +0 · MACD +0

2503002025-082025-112026-012026-032026-06 Price50-day avg200-day avg
Close$309.35
vs 200-day avg+10.1%
vs 50-day avg-0.2%
RSI 14 / RSI 347 / 44
MACD-0.37 rising
Return 1m-5.0%
Return 3m+0.3%
Return 12m+38.1%
From 52-week high-9.0%
Volatility (ATR14)+2.5%

Score +60 (regime +40, momentum +20) — but the fund already holds 6 shares (~$1,856, 18.6% of fund) after this morning's 3-share fill. Room under the 20% single-stock cap is roughly $140, below the $250 IB minimum order, so no add: the signal is strong, the position is simply full. External AAPL holders can read the +60 at face value. — Position at the 20% cap — remaining room is under the $250 minimum order.

GOOGL

$344.82 · as of 2026-08-21 · tiingo
BUY
−100
+100 +50

regime +40 · momentum +10 · pullback +0 · MACD +0

2003004002025-082025-112026-012026-032026-06 Price50-day avg200-day avg
Close$344.82
vs 200-day avg+3.6%
vs 50-day avg-2.0%
RSI 14 / RSI 347 / 56
MACD-0.60 rising
Return 1m+0.8%
Return 3m-9.9%
Return 12m+73.1%
From 52-week high-14.3%
Volatility (ATR14)+2.7%

Score +50: above the 200D (+3.6%), 12m +73%, RSI14 47 — trend intact and not stretched after the -14% pullback from the high. Fund holds 1 GOOG ($341); share classes count as ONE Alphabet position, so a 1-share GOOGL add brings the combined stake to ~7% of fund — far under the 20% cap. Pre-market check: +1.8% = +0.7 sigma, under the 1-sigma bar, suggestion stands at the live price. — Highest actionable score today without an event window; Alphabet cap has the most room.

NVDA

$214.72 · as of 2026-08-21 · tiingo
BUY
−100
+100 +45

regime +40 · momentum +10 · pullback +25 · MACD -15 · overlay -15

1502002025-082025-112026-012026-032026-06 Price50-day avg200-day avg
Close$214.72
vs 200-day avg+10.0%
vs 50-day avg+3.4%
RSI 14 / RSI 351 / 12
MACD-0.40 falling
Return 1m+1.3%
Return 3m-0.2%
Return 12m+22.9%
From 52-week high-8.8%
Volatility (ATR14)+2.9%

Quant +60 (regime +40, pullback-entry +25 with RSI3 at 12), adjusted -15 because earnings land Wednesday after the close — inside the 2-day event window, and gaps ignore base rates. No new buy proposed into the print; the fund's existing 4 shares (~8.6% of fund) ride through it comfortably under the 20% cap. Re-scored Thursday on the post-earnings close. — Earnings Wed Aug 26 after close: -15 overlay; entry deferred past the event.

SPY

$765.72 · as of 2026-08-21 · tiingo
BUY
−100
+100 +45

regime +40 · momentum +20 · pullback +0 · MACD -15

6007002025-082025-112026-012026-032026-06 Price50-day avg200-day avg
Close$765.72
vs 200-day avg+8.6%
vs 50-day avg+1.9%
RSI 14 / RSI 354 / 40
MACD-0.94 falling
Return 1m+2.4%
Return 3m+3.0%
Return 12m+21.8%
From 52-week high-1.6%
Volatility (ATR14)+0.9%

Score +45: +8.6% above the 200D, 12m +21.8%, only -1.6% off the 52-week high; MACD -15 is the one soft component. Qualified, but today's new-buy budget went to GOOGL (the fund already added ~$1,274 of AAPL/GOOG this morning, and daily pacing caps new buys near 20% of fund). Tomorrow if still strong. A 5% tranche would be fractional (~0.65 sh) — regular-session GFD limit only. — Also qualified; deferred a day on pacing.

HYPE watch only

$80.05 · as of 2026-08-24 · tiingo
BUY
−100
+100 +40

regime +40 · momentum +20 · pullback -20 · MACD +0

20.0040.0060.0080.002025-122026-022026-032026-052026-07 Price50-day avg200-day avg
Close$80.05
vs 200-day avg+61.3%
vs 50-day avg+30.6%
RSI 14 / RSI 376 / 74
MACD+2.91 falling
Return 1m+37.7%
Return 3m+31.0%
Return 12m+74.1%
From 52-week high-2.7%
Volatility (ATR14)+5.5%

Watch-only. Quant +40, but the standing pulse plan overrides fresh entries: price is parabolic at +61% above its 200D near the ATH, and the plan is risk-control — trail-stop at -15% from the high (~$69.5) to halve, $61.4 hard exit. For holders the job is defending gains, not adding; for non-holders a +61% extension is not an entry. — Quant BUY, but parabolic extension puts the plan in risk-control mode.

QQQ

$713.44 · as of 2026-08-21 · tiingo
BUY
−100
+100 +35

regime +40 · momentum +10 · pullback +0 · MACD -15

5006007002025-082025-112026-012026-032026-06 Price50-day avg200-day avg
Close$713.44
vs 200-day avg+9.5%
vs 50-day avg+0.0%
RSI 14 / RSI 350 / 32
MACD-0.03 falling
Return 1m+1.1%
Return 3m-0.5%
Return 12m+27.3%
From 52-week high-4.3%
Volatility (ATR14)+1.6%

Score +35: trend fine (+9.5% vs 200D) with a negative MACD impulse. Fund holds 2 shares (14.3%; ETF cap 40% leaves room). Same pacing verdict as SPY: also qualified, tomorrow if still strong — and highly correlated with today's GOOGL add and existing tech book, so it double-counts the same bet. — Also qualified; pacing + correlation with existing tech exposure.

AMZN

$258.63 · as of 2026-08-21 · tiingo
BUY
−100
+100 +35

regime +40 · momentum +10 · pullback +0 · MACD -15

2002252502752025-082025-112026-012026-032026-06 Price50-day avg200-day avg
Close$258.63
vs 200-day avg+8.5%
vs 50-day avg+3.6%
RSI 14 / RSI 350 / 30
MACD-1.54 falling
Return 1m+5.6%
Return 3m-2.9%
Return 12m+16.5%
From 52-week high-8.9%
Volatility (ATR14)+2.9%

Score +35: above the 200D (+8.5%), momentum modest, MACD negative. No position in the fund. Qualified at the 5% tranche (2 whole shares ~ $517) but behind GOOGL/SPY in today's queue — tomorrow if still strong. — Also qualified; deferred on pacing.

ETH watch only

$2,530.11 · as of 2026-08-24 · tiingo
HOLD
−100
+100 +25

regime +40 · momentum -10 · pullback -20 · MACD +15

2,0003,0002025-122026-022026-032026-052026-07 Price50-day avg200-day avg
Close$2,530.11
vs 200-day avg+25.8%
vs 50-day avg+30.7%
RSI 14 / RSI 381 / 84
MACD+65.13 rising
Return 1m+35.1%
Return 3m+19.9%
Return 12m-47.1%
From 52-week high-47.1%
Volatility (ATR14)+3.8%

Watch-only. Score +25. The live story is the level, not the score: the $2,416 breakout retest held and bounced to ~$2,530 — a daily close at or above ~$2,470 confirms the breakout (that is tonight's close if it holds). Confirmed: $2,416 becomes the floor, $2,619 (Jan-2024 high) the next trim. A close back under $2,416 kills the setup. Full plan on the pulse card. — Breakout confirmation pending at tonight's close; levels rule.

SOL watch only

$97.56 · as of 2026-08-24 · tiingo
HOLD
−100
+100 +20

regime +40 · momentum -10 · pullback -25 · MACD +15

1001502025-122026-022026-032026-052026-07 Price50-day avg200-day avg
Close$97.56
vs 200-day avg+20.1%
vs 50-day avg+25.5%
RSI 14 / RSI 386 / 99
MACD+2.38 rising
Return 1m+31.0%
Return 3m+14.8%
Return 12m-52.6%
From 52-week high-60.6%
Volatility (ATR14)+4.2%

Watch-only. Score +20, RSI3 99 — and price ($97.6) is now poking above the $97.4 breakout line intraday, hours after the second tap of the $96-97 range top triggered the standing trim call. The close decides which plan runs: a daily close above $97.4 = breakout — trim cancelled, stop ratchets to $97.4; a close back inside the range = the rejection scenario again. Don't front-run the close in either direction. — Sitting exactly on the breakout/rejection line; the daily close is the verdict.

BTC watch only

$79,932.41 · as of 2026-08-24 · tiingo
HOLD
−100
+100 +20

regime +40 · momentum -10 · pullback -25 · MACD +15

60,00080,000100,0002025-122026-022026-032026-052026-07 Price50-day avg200-day avg
Close$79,932.41
vs 200-day avg+15.7%
vs 50-day avg+22.1%
RSI 14 / RSI 383 / 91
MACD+1736.43 rising
Return 1m+24.3%
Return 3m+3.4%
Return 12m-29.6%
From 52-week high-35.9%
Volatility (ATR14)+2.8%

Watch-only. Score +20 with RSI3 91 — strong but stretched short-term. The map from tonight's pulse: support ratcheted up to $78.6k, and the $81-82k trim zone (May high $82.2k) is ~3% away — holders can stage the 20-25% trim order there now. Floor for everything remains the 200-day at $69.1k. — Approaching the standing trim zone; plan is staged, not urgent.

MSFT

$483.24 · as of 2026-08-21 · tiingo
HOLD
−100
+100 +15

regime +40 · momentum -10 · pullback +0 · MACD -15

4005002025-082025-112026-012026-032026-06 Price50-day avg200-day avg
Close$483.24
vs 200-day avg+12.5%
vs 50-day avg+15.3%
RSI 14 / RSI 363 / 46
MACD-3.23 falling
Return 1m+24.0%
Return 3m+15.7%
Return 12m-3.4%
From 52-week high-10.1%
Volatility (ATR14)+2.5%

Score +15: above the 200D but 12-month return is negative (-3.4%) and MACD is falling — the strong 3m bounce (+15.7%) hasn't repaired the longer trend. No position, no action; nothing to do externally either. — Trend components disagree; wait.

TSLA

$362.86 · as of 2026-08-21 · tiingo
HOLD
−100
+100 -25

regime -40 · momentum +10 · pullback -10 · MACD +15

3004005002025-082025-112026-012026-032026-06 Price50-day avg200-day avg
Close$362.86
vs 200-day avg-10.0%
vs 50-day avg-0.8%
RSI 14 / RSI 358 / 82
MACD+6.23 rising
Return 1m-3.0%
Return 3m-14.8%
Return 12m+13.4%
From 52-week high-25.9%
Volatility (ATR14)+3.8%

Score -25 with price 10% BELOW the 200-day — the no-buy rule applies regardless of any bounce (RSI3 82 says the bounce is already stretched). No fund position. If you hold TSLA externally: this bounce toward the underside of the trend is where sell-into-strength lives, not where entries do. — Below the 200D — buys forbidden; bounce is sell-territory for external holders.

META

$549.90 · as of 2026-08-21 · tiingo
EXIT
−100
+100 -60

regime -40 · momentum -20 · pullback +0 · MACD +0

6007002025-082025-112026-012026-032026-06 Price50-day avg200-day avg
Close$549.90
vs 200-day avg-11.8%
vs 50-day avg-7.3%
RSI 14 / RSI 339 / 34
MACD-4.23 rising
Return 1m-12.3%
Return 3m-9.8%
Return 12m-25.4%
From 52-week high-29.3%
Volatility (ATR14)+3.7%

Score -60: 11.8% below the 200D, 12m -25%, 3m -10% — the one outright broken chart in the fund universe. No position in this fund, so nothing to sell here; if you hold META externally this is an exit signal — at minimum halve, and use any bounce toward the 200D ($623) to finish the job. — Broken trend on every horizon; below the 200D.

Portfolio

What you currently hold. The whole fund is one cash pool. The last column echoes today's suggested action.

TickerSharesAvg costPrice ValueUnrealized P&LToday's action
AAPL 6 $311.02 $309.35 $1,856.10 $-10.04 (-0.5%) STRONG BUY
GOOG 1 $342.14 $0.00 $0.00 (+0.0%)
NVDA 4 $217.89 $214.72 $858.88 $-12.68 (-1.5%) BUY
QQQ 2 $713.83 $713.44 $1,426.88 $-0.77 (-0.1%) BUY

Trade log

DateTickerSideQtyPrice AmountFeeRealized P&LNote
2026-08-20QQQ BUY1.0 $712.80$712.80 $1.00 STRONG BUY +60; user chose 1 whole share over suggested 0.349
2026-08-21NVDA BUY4.0 $217.64$870.56 $1.00 STRONG BUY +60 (quant +75, -15 earnings overlay)
2026-08-21QQQ BUY1.0 $712.85$712.85 $1.00 STRONG BUY +75, second tranche
2026-08-22AAPL BUY3.0 $310.81$932.43 $1.00 STRONG BUY +60, primary candidate 2026-08-22
2026-08-24AAPL BUY3.0 $310.57$931.71 $1.00 user fill 2026-08-24
2026-08-24GOOG BUY1.0 $341.14$341.14 $1.00 user fill 2026-08-24

Total realized P&L: $0.00