diff --git a/data/recommendations/performance_database.json b/data/recommendations/performance_database.json index c57a59ed..f671d059 100644 --- a/data/recommendations/performance_database.json +++ b/data/recommendations/performance_database.json @@ -1,6 +1,6 @@ { - "last_updated": "2026-03-08 13:17:02", - "total_recommendations": 433, + "last_updated": "2026-03-08 13:19:43", + "total_recommendations": 440, "recommendations_by_date": { "2026-02-10": [ { @@ -9582,6 +9582,141 @@ "return_1d": 0.0, "win_1d": false } + ], + "2026-03-08": [ + { + "ticker": "ZVRA", + "rank": 1, + "company_name": "Zevra Therapeutics, Inc.", + "description": "Zevra Therapeutics is a commercial-stage pharmaceutical company focusing on rare disease treatments using its Ligand Activated Technology platform.", + "strategy_match": "earnings_play", + "pipeline": "earnings_play", + "final_score": 88, + "confidence": 9, + "risk_level": "speculative", + "reason": "This is a high-conviction pre-earnings setup driven by unusually aggressive bullish options positioning, with a Put/Call ratio of just 0.059. Short interest is elevated at 8.9%, creating a potential squeeze setup if earnings surprise to the upside tomorrow (March 9). The stock is technically holding its 50 SMA support with a recent bullish MACD crossover, signaling momentum alignment. The convergence of 'smart money' call flow and short squeeze potential makes this a timely, albeit binary, opportunity.", + "entry_price": 8.979999542236328, + "discovery_date": "2026-03-08", + "status": "open", + "current_price": 8.979999542236328, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-03-08" + }, + { + "ticker": "KKR", + "rank": 2, + "company_name": "KKR & Co. Inc.", + "description": "KKR is a leading global investment firm managing assets across private equity, energy, infrastructure, real estate, and credit strategies.", + "strategy_match": "insider_buying", + "pipeline": "insider_buying", + "final_score": 85, + "confidence": 9, + "risk_level": "moderate", + "reason": "Co-CEOs Scott Nuttall and Joseph Bae heavily accumulated shares recently, with purchases totaling over $25 million in late February. The stock is currently oversold (RSI 36) and trading significantly below the 50 SMA, offering a mean-reversion opportunity backed by the highest tier of insider conviction. While the trend is currently down, the magnitude of executive buying serves as a strong floor and signal of undervalued fundamentals. A bullish MACD crossover is beginning to form, suggesting momentum may be shifting.", + "entry_price": 91.33000183105469, + "discovery_date": "2026-03-08", + "status": "open", + "current_price": 91.33000183105469, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-03-08" + }, + { + "ticker": "CSX", + "rank": 3, + "company_name": "CSX Corporation", + "description": "CSX Corporation is a major transportation company providing rail-based freight services across the eastern United States.", + "strategy_match": "insider_buying", + "pipeline": "insider_buying", + "final_score": 82, + "confidence": 8, + "risk_level": "low", + "reason": "CEO Stephen Angel purchased over $1 million in stock, coinciding with highly bullish options flow (Put/Call ratio of 0.134). The stock is trading near its lower Bollinger Band in a broader uptrend, presenting a classic 'buy the dip' technical setup supported by executive skin in the game. With the price holding near the 50 SMA and analysts maintaining a 76% bullish sentiment, the risk/reward is favorable for a short-term bounce.", + "entry_price": 39.95000076293945, + "discovery_date": "2026-03-08", + "status": "open", + "current_price": 39.95000076293945, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-03-08" + }, + { + "ticker": "WGS", + "rank": 4, + "company_name": "GeneDx Holdings Corp.", + "description": "GeneDx Holdings provides genomic testing and diagnostic services, specializing in rare disease and pediatric genetics.", + "strategy_match": "insider_buying", + "pipeline": "insider_buying", + "final_score": 78, + "confidence": 7, + "risk_level": "high", + "reason": "Activist investor Keith Meister (Director/10% owner) purchased over $13.4 million in shares, a massive vote of confidence that outweighs recent selling by other executives. The stock has strong momentum (+18% in 5 days) and high short interest (25.6%), creating conditions for a continued squeeze. Technicals show a bullish MACD crossover and price holding above the 20 EMA, confirming the immediate trend is upward despite high volatility.", + "entry_price": 88.11000061035156, + "discovery_date": "2026-03-08", + "status": "open", + "current_price": 88.11000061035156, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-03-08" + }, + { + "ticker": "ABTC", + "rank": 5, + "company_name": "American Bitcoin Corp.", + "description": "American Bitcoin Corp. focuses on Bitcoin infrastructure and accumulation strategies, operating as a subsidiary of Hut 8 Corp.", + "strategy_match": "insider_buying", + "pipeline": "insider_buying", + "final_score": 75, + "confidence": 7, + "risk_level": "speculative", + "reason": "Multiple insiders, including a Director, have purchased over $2.1 million in shares, a massive figure relative to the company's $1B market cap and low share price. This insider cluster buying is supported by bullish options flow (P/C ratio 0.226). While the stock is in a downtrend, this level of insider accumulation often precedes a sharp reversal or news catalyst. The trade is speculative given the sector's volatility but has high upside potential.", + "entry_price": 1.090000033378601, + "discovery_date": "2026-03-08", + "status": "open", + "current_price": 1.090000033378601, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-03-08" + }, + { + "ticker": "CSCO", + "rank": 6, + "company_name": "Cisco Systems, Inc.", + "description": "Cisco Systems is a worldwide leader in networking hardware, software, and telecommunications equipment.", + "strategy_match": "analyst_upgrade", + "pipeline": "analyst_upgrade", + "final_score": 72, + "confidence": 7, + "risk_level": "low", + "reason": "Institutional accumulation is evident with a recent analyst upgrade and unusual bullish options activity (Put/Call ratio 0.522). The stock remains in a strong long-term uptrend (above 200 SMA) despite recent consolidation. With low volatility compared to other tech names, CSCO offers a stable entry point for a reversion trade back toward its recent highs.", + "entry_price": 78.63999938964844, + "discovery_date": "2026-03-08", + "status": "open", + "current_price": 78.63999938964844, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-03-08" + }, + { + "ticker": "NMFC", + "rank": 7, + "company_name": "New Mountain Finance Corporation", + "description": "New Mountain Finance Corporation is a business development company focusing on direct lending to middle-market companies.", + "strategy_match": "insider_buying", + "pipeline": "insider_buying", + "final_score": 68, + "confidence": 6, + "risk_level": "moderate", + "reason": "A Director recently purchased over $2.5 million in shares, signaling strong support at these price levels. The stock is showing signs of a reversal with a bullish MACD crossover and rising On-Balance Volume (OBV). While the broader trend has been down, the significant yield (16%) and insider protection provide a solid floor for a relief rally.", + "entry_price": 7.980000019073486, + "discovery_date": "2026-03-08", + "status": "open", + "current_price": 7.980000019073486, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-03-08" + } ] } } \ No newline at end of file diff --git a/data/recommendations/statistics.json b/data/recommendations/statistics.json index 8b84bc85..1f42592f 100644 --- a/data/recommendations/statistics.json +++ b/data/recommendations/statistics.json @@ -1,5 +1,5 @@ { - "total_recommendations": 433, + "total_recommendations": 440, "by_strategy": { "momentum": { "count": 136, @@ -32,7 +32,7 @@ "win_rate_30d": 100.0 }, "insider_buying": { - "count": 85, + "count": 90, "wins_1d": 29, "losses_1d": 55, "wins_7d": 45, @@ -62,7 +62,7 @@ "win_rate_30d": 42.9 }, "earnings_play": { - "count": 49, + "count": 50, "wins_1d": 19, "losses_1d": 30, "wins_7d": 17, @@ -137,7 +137,7 @@ "win_rate_30d": 28.6 }, "analyst_upgrade": { - "count": 22, + "count": 23, "wins_1d": 7, "losses_1d": 15, "wins_7d": 10,