Past editions: 2026-08-25 · 2026-08-24 · 2026-08-22 · 2026-08-21 · 2026-08-20

Invest Tools · Daily Brief

Invest Daily Brief

Fund value$9,601-4.0% since 2026-08-20
Cash$5,493ready to deploy
Positions$4,10943% deployed
Unrealized P&L$-57open positions

Macro overlay

Monday's US session leaned risk-off in tech (QQQ -1.0%, NVDA -2.9%) ahead of a pivotal stretch: Nvidia reports Wednesday after the close, with reports pointing to July core PCE landing the same day (some calendars say Friday), and Fed Chair Warsh gives his first Jackson Hole keynote Friday. Two overlay adjustments today, both -15: NVDA (its own earnings inside the 2-day window) and QQQ (its largest holding, ~9-10% weight, reports Wednesday and PCE likely lands the same day — the dip being bought is a pre-event dip). SPY's NVDA weight is roughly half QQQ's; it takes no adjustment. Crypto levels resolved overnight: ETH and SOL both CONFIRMED their breakouts at Monday's daily close.

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

Today's orders

2 buy order(s) ≈ $848 — candidates, not obligations.

SideTickerQuantityEst. costNote
BUY GOOGL 1 share GOOGL $348 whole share — any session incl. IB overnight
BUY QQQ 0.7 share (~$500) $500 fractional — GFD limit, regular session only (fills after 21:30 HKT tonight)

Scoreboard

TickerPrice1m12m vs 200DScoreAction
Fund universe — US stocks
AAPL $310.34 -6.7% +36.8% +10.3% +60 STRONG BUY
GOOGL $348.06 +8.9% +69.4% +4.5% +50 BUY
AMZN $262.07 +12.9% +14.5% +9.9% +50 BUY
QQQ $706.32 +3.2% +24.1% +8.3% +45 BUY
NVDA $208.48 +0.8% +17.3% +6.8% +45 BUY
SPY $763.47 +3.3% +19.6% +8.2% +45 BUY
MSFT $487.31 +27.9% -3.1% +13.5% +15 HOLD
TSLA $348.95 +11.5% +2.6% -13.4% -30 TRIM
META $559.02 -6.1% -25.7% -10.3% -60 EXIT
Watch only — external accounts
GLDM $92.02 +14.8% +37.8% +3.2% +75 STRONG BUY
HYPE $79.42 +33.2% +84.8% +59.3% +60 STRONG BUY
SOL $101.84 +32.8% -45.6% +25.2% +20 HOLD
ETH $2,493.72 +27.7% -43.0% +23.9% +10 HOLD
BTC $79,718.04 +22.0% -27.6% +15.3% +10 HOLD

Ticker analysis

GLDM watch only

$92.02 · as of 2026-08-24 · tiingo
STRONG BUY
−100
+100 +75

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

60801002025-082025-112026-012026-042026-06 Price50-day avg200-day avg
Close$92.02
vs 200-day avg+3.2%
vs 50-day avg+11.2%
RSI 14 / RSI 373 / 90
MACD+0.73 rising
Return 1m+14.8%
Return 3m+3.1%
Return 12m+37.8%
From 52-week high-13.8%
Volatility (ATR14)+1.8%

Watch-only. Score +75, the board's strongest chart for a second day (+3.2% vs 200D, 12m +38%, MACD rising). RSI3 at 90 still says the entry is a quiet pullback day, not a green candle — for external gold adds, scheduled beats chased. — Strongest trend on the watchlist; short-term stretched.

HYPE watch only

$79.42 · as of 2026-08-25 · tiingo
STRONG BUY
−100
+100 +60

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

20.0040.0060.0080.002025-122026-022026-032026-052026-07 Price50-day avg200-day avg
Close$79.42
vs 200-day avg+59.3%
vs 50-day avg+29.3%
RSI 14 / RSI 374 / 68
MACD+2.55 falling
Return 1m+33.2%
Return 3m+33.5%
Return 12m+84.8%
From 52-week high-3.5%
Volatility (ATR14)+5.3%

Watch-only. Quant rose to +60 as the pullback penalty rolled off (-3.5% off the ATH cooled RSI3 to 68). Read it with the standing risk plan, not against it: at +59% above the 200D the position defends gains — trail-stop ~$69.5 (-15% from the $81.7 high) to halve, $61.4 hard exit. The +60 says the trend is healthy; it does not reopen fresh entries this extended. — Quant strong, but the parabolic-extension risk plan still governs.

AAPL

$310.34 · as of 2026-08-24 · tiingo
STRONG BUY
−100
+100 +60

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

2503002025-082025-112026-012026-042026-06 Price50-day avg200-day avg
Close$310.34
vs 200-day avg+10.3%
vs 50-day avg+0.0%
RSI 14 / RSI 348 / 50
MACD-0.23 rising
Return 1m-6.7%
Return 3m+0.6%
Return 12m+36.8%
From 52-week high-8.7%
Volatility (ATR14)+2.4%

Score +60 again — and the position is again the binding constraint: 6 shares (~$1,862, 18.7% of fund) leaves ~$130 of room under the 20% cap, below the $250 IB minimum. No add. External AAPL holders can read the +60 at face value. — At the 20% single-stock cap; remaining room under the $250 minimum order.

GOOGL

$348.06 · as of 2026-08-24 · tiingo
BUY
−100
+100 +50

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

2003004002025-082025-112026-012026-042026-06 Price50-day avg200-day avg
Close$348.06
vs 200-day avg+4.5%
vs 50-day avg-1.0%
RSI 14 / RSI 350 / 71
MACD-0.23 rising
Return 1m+8.9%
Return 3m-9.1%
Return 12m+69.4%
From 52-week high-13.5%
Volatility (ATR14)+2.7%

Score +50, unchanged story: above the 200D (+4.5%), 12m +69%, not stretched. Yesterday's 1-share suggestion went unfilled — it stands at Monday's close ($348). Combined Alphabet stake after the add would be ~7% of fund, far under the one-Alphabet 20% cap. No event window of its own this week. — Yesterday's unexecuted order re-issued; cleanest uncorrelated add on the board.

AMZN

$262.07 · as of 2026-08-24 · tiingo
BUY
−100
+100 +50

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

2002252502752025-082025-112026-012026-042026-06 Price50-day avg200-day avg
Close$262.07
vs 200-day avg+9.9%
vs 50-day avg+4.8%
RSI 14 / RSI 352 / 53
MACD-1.47 rising
Return 1m+12.9%
Return 3m-1.6%
Return 12m+14.5%
From 52-week high-7.7%
Volatility (ATR14)+2.8%

Score improved to +50 (momentum firming, +9.9% vs 200D). Qualified at the 5% tranche (2 whole shares ~$524) but today's order budget went to QQQ and GOOGL — also qualified, tomorrow if still strong. — Also qualified; deferred on daily pacing.

QQQ

$706.32 · as of 2026-08-24 · tiingo
BUY
−100
+100 +45

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

6007002025-082025-112026-012026-042026-06 Price50-day avg200-day avg
Close$706.32
vs 200-day avg+8.3%
vs 50-day avg-1.0%
RSI 14 / RSI 346 / 17
MACD-0.89 falling
Return 1m+3.2%
Return 3m-1.5%
Return 12m+24.1%
From 52-week high-5.2%
Volatility (ATR14)+1.6%

Quant +60 — Monday's -1.0% slide put RSI3 at 17 and lit the pullback-entry component (+25) inside an intact uptrend (+8.3% vs 200D). Adjusted -15: Nvidia (~9-10% of the fund) reports Wednesday after the close and core PCE likely lands the same day, so this dip is a pre-event dip. Final +45 = BUY, 5% tranche. Fund holds 2 shares (14.2%; the 40% ETF cap has ample room). — Pullback entry triggered, but sized down a notch for Wednesday's NVDA+PCE event risk.

NVDA

$208.48 · as of 2026-08-24 · tiingo
BUY
−100
+100 +45

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

1502002025-082025-112026-012026-042026-06 Price50-day avg200-day avg
Close$208.48
vs 200-day avg+6.8%
vs 50-day avg+0.4%
RSI 14 / RSI 345 / 5
MACD-1.13 falling
Return 1m+0.8%
Return 3m-3.1%
Return 12m+17.3%
From 52-week high-11.5%
Volatility (ATR14)+3.1%

Quant +60 with the deepest pullback signal on the board (RSI3 at 5 after Monday's -2.9%), adjusted -15 for Wednesday's earnings — gaps ignore base rates, so no new money goes in ahead of the print. The fund's 4 shares (~8.4% of fund) ride through it. Re-scored Thursday on the post-earnings close; if the quant signal survives the print, the entry will still be there. — Earnings Wednesday after close — entry deferred past the event.

SPY

$763.47 · as of 2026-08-24 · tiingo
BUY
−100
+100 +45

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

6007002025-082025-112026-012026-042026-06 Price50-day avg200-day avg
Close$763.47
vs 200-day avg+8.2%
vs 50-day avg+1.5%
RSI 14 / RSI 352 / 31
MACD-1.32 falling
Return 1m+3.3%
Return 3m+2.7%
Return 12m+19.6%
From 52-week high-1.8%
Volatility (ATR14)+0.9%

Score +45: broad uptrend intact, -1.8% off the high, MACD the only soft component. No NVDA-sized event adjustment (its NVDA weight is about half QQQ's). Behind QQQ/GOOGL in the queue on pacing — tomorrow if still strong. — Also qualified; deferred on daily pacing.

SOL watch only

$101.84 · as of 2026-08-25 · 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$101.84
vs 200-day avg+25.2%
vs 50-day avg+30.3%
RSI 14 / RSI 388 / 100
MACD+2.61 rising
Return 1m+32.8%
Return 3m+21.8%
Return 12m-45.6%
From 52-week high-58.9%
Volatility (ATR14)+4.1%

Watch-only. BREAKOUT CONFIRMED: Monday closed at $98.96, above the $97.4 line — per the standing plan the range-top trim is cancelled and the stop ratchets to $97.4 (daily-close basis). Now $101.8 with RSI3 pinned at 100: let the ratchet do the work — no adds into a vertical move, no preemptive trims above the stop. A daily close back below $97.4 = failed breakout, revert to range rules. — Breakout confirmed; stop ratcheted to $97.4, trim call cancelled.

MSFT

$487.31 · as of 2026-08-24 · tiingo
HOLD
−100
+100 +15

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

4005002025-082025-112026-012026-042026-06 Price50-day avg200-day avg
Close$487.31
vs 200-day avg+13.5%
vs 50-day avg+15.7%
RSI 14 / RSI 364 / 66
MACD-3.36 falling
Return 1m+27.9%
Return 3m+16.6%
Return 12m-3.1%
From 52-week high-9.4%
Volatility (ATR14)+2.5%

Score +15: the 3-month recovery (+16.6%) continues but the 12-month return is still negative and MACD is falling. No position, no action. — Trend components still disagree.

ETH watch only

$2,493.72 · as of 2026-08-25 · tiingo
HOLD
−100
+100 +10

regime +40 · momentum -10 · pullback -20 · MACD +0

2,0003,0002025-122026-022026-032026-052026-07 Price50-day avg200-day avg
Close$2,493.72
vs 200-day avg+23.9%
vs 50-day avg+28.0%
RSI 14 / RSI 380 / 81
MACD+57.37 falling
Return 1m+27.7%
Return 3m+20.4%
Return 12m-43.0%
From 52-week high-47.1%
Volatility (ATR14)+3.7%

Watch-only. BREAKOUT CONFIRMED: Monday closed at $2,482, clearing the ~$2,470 confirmation line after holding the $2,416 retest — the entry signal the plan waited for has now printed. $2,416 is the floor of the move (close-basis invalidation), $2,619 (Jan-2024 high, +5%) the next trim. Score is a modest +10 because 12-month momentum is still negative; the level structure, not the score, is carrying this trade. — Confirmed close printed the planned entry; floor $2,416, target/trim $2,619.

BTC watch only

$79,718.04 · as of 2026-08-25 · tiingo
HOLD
−100
+100 +10

regime +40 · momentum -10 · pullback -20 · MACD +0

60,00080,000100,0002025-122026-022026-032026-052026-07 Price50-day avg200-day avg
Close$79,718.04
vs 200-day avg+15.3%
vs 50-day avg+21.2%
RSI 14 / RSI 383 / 91
MACD+1636.65 falling
Return 1m+22.0%
Return 3m+5.1%
Return 12m-27.6%
From 52-week high-36.1%
Volatility (ATR14)+2.8%

Watch-only. $79.7k, drifting just below the $81-82k trim zone (+2.6% away) with RSI3 at 91. The staged plan stands: sell 20-25% into $81-82k if held, supports $78.6k/$76.3k below, and the 200-day at $69.1k is the regime line. Nothing to do at this exact price. — Between levels; staged trim above, supports below.

TSLA

$348.95 · as of 2026-08-24 · tiingo
TRIM
−100
+100 -30

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

3004005002025-082025-112026-012026-042026-06 Price50-day avg200-day avg
Close$348.95
vs 200-day avg-13.4%
vs 50-day avg-4.4%
RSI 14 / RSI 351 / 49
MACD+5.64 falling
Return 1m+11.5%
Return 3m-18.1%
Return 12m+2.6%
From 52-week high-28.8%
Volatility (ATR14)+4.0%

Score slipped to -30: price 13.4% BELOW the 200-day after another -3.8% Monday, 3m -18%. No position in this fund, so nothing to sell here; if you hold TSLA externally this is a trim signal — sell 25% into any bounce, and the no-buy rule applies below the 200D regardless of how far it falls. — Below the 200D and weakening; trim tier reached.

META

$559.02 · as of 2026-08-24 · tiingo
EXIT
−100
+100 -60

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

6007002025-082025-112026-012026-042026-06 Price50-day avg200-day avg
Close$559.02
vs 200-day avg-10.3%
vs 50-day avg-5.7%
RSI 14 / RSI 342 / 60
MACD-3.11 rising
Return 1m-6.1%
Return 3m-8.3%
Return 12m-25.7%
From 52-week high-28.1%
Volatility (ATR14)+3.6%

Score -60, unchanged: 10.3% below the 200D, negative on every horizon. No fund position; externally this remains an exit signal — use bounces toward the 200D ($623) to finish reducing. — 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 $310.34 $1,862.04 $-4.10 (-0.2%) STRONG BUY
GOOG 1 $342.14 $0.00 $0.00 (+0.0%)
NVDA 4 $217.89 $208.48 $833.92 $-37.64 (-4.3%) BUY
QQQ 2 $713.83 $706.32 $1,412.64 $-15.01 (-1.1%) 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