From 5749c8e33e1a7d8eba4a6c14a1e8c79806bea184 Mon Sep 17 00:00:00 2001 From: "github-actions[bot]" Date: Sun, 5 Apr 2026 13:39:10 +0000 Subject: [PATCH] chore: update performance tracking 2026-04-05 --- .../recommendations/performance_database.json | 253 +++++++++++++++++- data/recommendations/statistics.json | 12 +- 2 files changed, 257 insertions(+), 8 deletions(-) diff --git a/data/recommendations/performance_database.json b/data/recommendations/performance_database.json index d6a59f20..1fb49497 100644 --- a/data/recommendations/performance_database.json +++ b/data/recommendations/performance_database.json @@ -1,6 +1,6 @@ { - "last_updated": "2026-04-05 13:36:04", - "total_recommendations": 565, + "last_updated": "2026-04-05 13:39:10", + "total_recommendations": 578, "recommendations_by_date": { "2026-02-10": [ { @@ -13240,6 +13240,255 @@ "return_1d": 0.0, "win_1d": false } + ], + "2026-04-05": [ + { + "ticker": "PAGS", + "rank": 1, + "company_name": "PagSeguro Digital Ltd.", + "description": "PagSeguro Digital Ltd. engages in the provision of financial and payment solutions for consumers and businesses in Brazil and internationally.", + "strategy_match": "insider_buying", + "pipeline": "insider_buying", + "final_score": 90, + "confidence": 9, + "risk_level": "moderate", + "reason": "Director Frias Luis acquired $4.9M in stock, aligning with unusually bullish options flow highlighting 3 unusual calls and a P/C ratio of 0.021. The MACD just formed a bullish crossover, and the price has pushed above the 20 EMA and VWAP (+4.9%), signaling immediate momentum. With moderate volatility and strong fundamentals, including a 39.0% operating margin, the downside risk is well-cushioned. However, a rejection at the nearby 50 SMA ($10.51) could invalidate the immediate upside breakout thesis.", + "entry_price": 10.34000015258789, + "discovery_date": "2026-04-05", + "status": "open", + "current_price": 10.34000015258789, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-04-05" + }, + { + "ticker": "ZBIO", + "rank": 2, + "company_name": "Zenas BioPharma, Inc.", + "description": "Zenas BioPharma, Inc. is a clinical-stage biopharma company developing immunology-based therapies.", + "strategy_match": "insider_buying", + "pipeline": "insider_buying", + "final_score": 85, + "confidence": 8, + "risk_level": "speculative", + "reason": "Massive insider cluster buying totaling $5.59M acts as a primary catalyst, featuring a $3M purchase by Fairmount Funds and a $1.02M buy by the CEO. Timing is urgent as shares bounced +6.4% intraday, pushing above VWAP and triggering a bullish stochastic crossover. A high short interest of 21.1% provides significant squeeze fuel if the stock can maintain its upward trajectory and break key resistance levels. The primary risk is the company's pre-revenue status and -100% growth rate, making this a highly speculative, binary biotech trade.", + "entry_price": 21.459999084472656, + "discovery_date": "2026-04-05", + "status": "open", + "current_price": 21.459999084472656, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-04-05" + }, + { + "ticker": "AI", + "rank": 3, + "company_name": "C3.ai, Inc.", + "description": "C3.ai, Inc. operates as an enterprise artificial intelligence application software company.", + "strategy_match": "social_hype", + "pipeline": "social_hype", + "final_score": 80, + "confidence": 8, + "risk_level": "high", + "reason": "Extremely bullish options flow is the core edge, highlighted by a P/C ratio of 0.099 and over 59,000 calls traded across the $8.50 and $9.00 strikes. With a high short interest of 30.7% and accelerating social hype, the setup for a rapid short squeeze is immediate. The MACD recently triggered a bullish crossover, suggesting a momentum shift to the upside that favors buyers. However, Thomas Siebel's recent $4.4M insider sale presents a material fundamental contradiction that could suppress the technical squeeze setup.", + "entry_price": 8.640000343322754, + "discovery_date": "2026-04-05", + "status": "open", + "current_price": 8.640000343322754, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-04-05" + }, + { + "ticker": "BR", + "rank": 4, + "company_name": "Broadridge Financial Solutions, Inc.", + "description": "Broadridge Financial Solutions provides investor communications and technology-driven solutions for the financial services industry.", + "strategy_match": "analyst_upgrade", + "pipeline": "analyst_upgrade", + "final_score": 75, + "confidence": 7, + "risk_level": "low", + "reason": "CEO Timothy Gokey recently purchased $1.03M worth of shares, signaling strong internal conviction in the company's current valuation. The options market is concurrently leaning bullish with a volume P/C ratio of 0.512, supporting the recent insider accumulation. Broadridge offers exceptional profitability with a 41.8% ROE, providing a stabilizing fundamental base after a severe technical downtrend. A key risk remains the bearish divergence in On-Balance Volume (falling 5-day trend), which suggests that broader institutional distribution may still be occurring.", + "entry_price": 160.92999267578125, + "discovery_date": "2026-04-05", + "status": "open", + "current_price": 160.92999267578125, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-04-05" + }, + { + "ticker": "PACB", + "rank": 5, + "company_name": "Pacific Biosciences of California, Inc.", + "description": "Pacific Biosciences designs, develops, and manufactures sequencing solutions to resolve genetically complex problems.", + "strategy_match": "earnings_play", + "pipeline": "earnings_play", + "final_score": 72, + "confidence": 7, + "risk_level": "speculative", + "reason": "An upcoming earnings report in 2 days acts as the primary catalyst, which has already attracted extremely bullish options flow with a P/C ratio of 0.086. Elevated short interest at 15.6% and a freshly minted MACD bullish crossover indicate mounting upward momentum heading into the binary event. The stock is attempting to reverse a severe downtrend, offering an outsized reward if an earnings surprise propels it back toward the 50 SMA at $1.68. Because the company operates with a -134.5% operating margin, any earnings disappointment will likely invalidate the reversal narrative and trigger a sharp selloff.", + "entry_price": 1.340000033378601, + "discovery_date": "2026-04-05", + "status": "open", + "current_price": 1.340000033378601, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-04-05" + }, + { + "ticker": "NNOX", + "rank": 6, + "company_name": "Nano-X Imaging Ltd.", + "description": "Nano-X Imaging Ltd. develops a commercial-grade tomographic imaging device with a digital X-ray source.", + "strategy_match": "earnings_play", + "pipeline": "earnings_play", + "final_score": 70, + "confidence": 7, + "risk_level": "speculative", + "reason": "With earnings scheduled in just one day, options flow demonstrates a highly bullish positioning reflected by a P/C volume ratio of 0.241. Short interest sits at a lofty 13.3%, creating potent squeeze potential if the company delivers a surprise revenue beat or positive clinical update. While the stock exhibits high volatility, it has found strong support near the lower Bollinger Band, offering a structurally defined risk entry. As a speculative earnings play with an operating margin of -413.0%, a financial miss poses the severe risk of a devastating downside gap.", + "entry_price": 2.4100000858306885, + "discovery_date": "2026-04-05", + "status": "open", + "current_price": 2.4100000858306885, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-04-05" + }, + { + "ticker": "V", + "rank": 7, + "company_name": "Visa Inc.", + "description": "Visa Inc. operates as a payment technology company providing electronic funds transfers worldwide.", + "strategy_match": "analyst_upgrade", + "pipeline": "analyst_upgrade", + "final_score": 68, + "confidence": 8, + "risk_level": "low", + "reason": "Options flow exhibits unusual bullish activity with 11 unusual calls against 3 puts and an aggressively low P/C volume ratio of 0.477. The MACD and Stochastic indicators have both registered bullish crossovers, while the ADX reading of 31.0 points to a strengthening trend. Visa's fortress balance sheet and 68.3% operating margin provide a remarkably high fundamental floor for this trade. The primary headwind is a recent insider sale of $201k by a director, alongside technical resistance at the 50 SMA ($315.64) that must be overcome.", + "entry_price": 300.79998779296875, + "discovery_date": "2026-04-05", + "status": "open", + "current_price": 300.79998779296875, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-04-05" + }, + { + "ticker": "TXN", + "rank": 8, + "company_name": "Texas Instruments Incorporated", + "description": "Texas Instruments Incorporated designs, manufactures, and sells semiconductors to electronics designers and manufacturers globally.", + "strategy_match": "analyst_upgrade", + "pipeline": "analyst_upgrade", + "final_score": 67, + "confidence": 7, + "risk_level": "moderate", + "reason": "Strong relative strength and unusual call options flow, evidenced by a P/C volume ratio of 0.379, support a bullish reversal thesis. The MACD just crossed bullishly, and the stock is trading comfortably above its 200 SMA ($188.26), indicating long-term institutional support. A moderate volatility profile and a 34.0% operating margin make this a lower-risk entry within the broader semiconductor space. The main risk is a failure to break above the 50 SMA resistance level at $205.73, which could stifle the immediate breakout attempt.", + "entry_price": 194.8699951171875, + "discovery_date": "2026-04-05", + "status": "open", + "current_price": 194.8699951171875, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-04-05" + }, + { + "ticker": "BWXT", + "rank": 9, + "company_name": "BWX Technologies, Inc.", + "description": "BWX Technologies manufactures and sells nuclear components in the United States, Canada, and internationally.", + "strategy_match": "analyst_upgrade", + "pipeline": "analyst_upgrade", + "final_score": 66, + "confidence": 6, + "risk_level": "moderate", + "reason": "The stock is riding a strong technical uptrend, gaining +6.12% over 5 days, supported by robust revenue growth of 18.7%. Both the MACD and Stochastic oscillators have triggered bullish crossovers as the price pushes dynamically toward the upper Bollinger Band. Upward momentum is confirmed by rising On-Balance Volume (+28.3M), suggesting sustained institutional accumulation in the near term. High volatility and a low ADX of 9.2 indicate that the trend strength is currently weak, raising the risk of sideways chop.", + "entry_price": 214.97999572753906, + "discovery_date": "2026-04-05", + "status": "open", + "current_price": 214.97999572753906, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-04-05" + }, + { + "ticker": "ADBE", + "rank": 10, + "company_name": "Adobe Inc.", + "description": "Adobe Inc. is a global technology company specializing in digital media and digital marketing solutions.", + "strategy_match": "options_flow", + "pipeline": "options_flow", + "final_score": 65, + "confidence": 6, + "risk_level": "moderate", + "reason": "Options traders are aggressively positioning for a rebound, evidenced by 9 unusual calls versus 4 puts and a volume P/C ratio of 0.747. A bullish MACD crossover has materialized, and the stock's RSI of 40.1 suggests it is successfully emerging from oversold territory. Adobe's massive 58.8% ROE and 38.8% operating margin severely limit downside risk at current valuation levels. The stock remains in a strong technical downtrend, and a failure to reclaim the 20 EMA at $249.40 would invalidate the setup.", + "entry_price": 242.9199981689453, + "discovery_date": "2026-04-05", + "status": "open", + "current_price": 242.9199981689453, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-04-05" + }, + { + "ticker": "CRM", + "rank": 11, + "company_name": "Salesforce, Inc.", + "description": "Salesforce provides customer relationship management technology services worldwide.", + "strategy_match": "analyst_upgrade", + "pipeline": "analyst_upgrade", + "final_score": 62, + "confidence": 6, + "risk_level": "moderate", + "reason": "Directors Alber and Kirk actively accumulated $1M in shares, aligning perfectly with bullish open interest positioning in the options market. The MACD recently printed a bullish crossover, indicating that the stock is showing clear signs of stabilization after a prolonged selloff. Trading near the lower Bollinger Band with an RSI of 44.7, the stock offers an attractive risk-adjusted entry point for a mean-reversion trade. Short-term price action remains constrained below the 20 EMA ($189.83), requiring a high-volume breakout to officially confirm the reversal.", + "entry_price": 187.17999267578125, + "discovery_date": "2026-04-05", + "status": "open", + "current_price": 187.17999267578125, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-04-05" + }, + { + "ticker": "LCID", + "rank": 12, + "company_name": "Lucid Group, Inc.", + "description": "Lucid Group designs, develops, manufactures, and sells electric vehicles and EV powertrains.", + "strategy_match": "social_hype", + "pipeline": "social_hype", + "final_score": 60, + "confidence": 5, + "risk_level": "speculative", + "reason": "An astronomical short interest of 41.8% acts as the foundational edge, making this a prime candidate for a violent short squeeze. Shares jumped +6.1% intraday, triggering a bullish Stochastic crossover while successfully holding above the 20 EMA ($9.94). This is a highly speculative, high-volatility play that relies entirely on near-term momentum and short-covering mechanics rather than fundamentals. With a horrendous -199.3% profit margin, any failure in technical momentum will almost certainly result in a rapid, aggressive selloff.", + "entry_price": 9.960000038146973, + "discovery_date": "2026-04-05", + "status": "open", + "current_price": 9.960000038146973, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-04-05" + }, + { + "ticker": "FA", + "rank": 13, + "company_name": "First Advantage Corporation", + "description": "First Advantage Corporation provides employment background screening, digital identity, and verification solutions internationally.", + "strategy_match": "social_hype", + "pipeline": "social_hype", + "final_score": 58, + "confidence": 5, + "risk_level": "high", + "reason": "Options volume is exceptionally bullish with a P/C ratio of 0.034, complemented by a substantial 16.3% short interest. Price action has managed to edge above both the 20 EMA and VWAP, indicating subtle but present near-term accumulation. As a speculative momentum trade, the high short interest provides necessary fuel, even though the broader technicals remain locked in a downtrend. A recent bearish Stochastic crossover warns that the nascent rally could quickly lose steam if buying volume does not rapidly expand.", + "entry_price": 11.229999542236328, + "discovery_date": "2026-04-05", + "status": "open", + "current_price": 11.229999542236328, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-04-05" + } ] } } \ No newline at end of file diff --git a/data/recommendations/statistics.json b/data/recommendations/statistics.json index 67f55bed..f0a32692 100644 --- a/data/recommendations/statistics.json +++ b/data/recommendations/statistics.json @@ -1,5 +1,5 @@ { - "total_recommendations": 565, + "total_recommendations": 578, "by_strategy": { "momentum": { "count": 136, @@ -32,7 +32,7 @@ "win_rate_30d": 31.2 }, "insider_buying": { - "count": 165, + "count": 167, "wins_1d": 61, "losses_1d": 103, "wins_7d": 73, @@ -47,7 +47,7 @@ "win_rate_30d": 27.5 }, "options_flow": { - "count": 89, + "count": 90, "wins_1d": 30, "losses_1d": 59, "wins_7d": 41, @@ -62,7 +62,7 @@ "win_rate_30d": 29.7 }, "earnings_play": { - "count": 59, + "count": 61, "wins_1d": 20, "losses_1d": 39, "wins_7d": 22, @@ -137,7 +137,7 @@ "win_rate_30d": 28.6 }, "analyst_upgrade": { - "count": 25, + "count": 30, "wins_1d": 7, "losses_1d": 18, "wins_7d": 12, @@ -167,7 +167,7 @@ "win_rate_30d": 0.0 }, "social_hype": { - "count": 18, + "count": 21, "wins_1d": 2, "losses_1d": 16, "wins_7d": 3,