diff --git a/data/recommendations/performance_database.json b/data/recommendations/performance_database.json index f6db9c9e..f2b6c7af 100644 --- a/data/recommendations/performance_database.json +++ b/data/recommendations/performance_database.json @@ -1,6 +1,6 @@ { - "last_updated": "2026-03-07 13:16:14", - "total_recommendations": 418, + "last_updated": "2026-03-07 13:20:28", + "total_recommendations": 433, "recommendations_by_date": { "2026-02-10": [ { @@ -9205,6 +9205,293 @@ "return_1d": 12.97, "win_1d": true } + ], + "2026-03-07": [ + { + "ticker": "ZVRA", + "rank": 1, + "company_name": "Zevra Therapeutics, Inc.", + "description": "Zevra Therapeutics is a commercial-stage pharmaceutical company focused on rare diseases.", + "strategy_match": "earnings_play", + "pipeline": "earnings_play", + "final_score": 85, + "confidence": 9, + "risk_level": "high", + "reason": "This is a highly confluent pre-earnings setup. The stock exhibits a bullish MACD crossover and is trading above its 20 EMA and VWAP, indicating strong short-term momentum leading into the report. Most importantly, options flow is extremely bullish with a Put/Call ratio of 0.059 and 2 unusual call blocks, suggesting informed positioning for an upside surprise. While earnings plays are volatile, the alignment of technicals and flow provides a strong edge.", + "entry_price": 8.979999542236328, + "discovery_date": "2026-03-07", + "status": "open", + "current_price": 8.979999542236328, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-03-07" + }, + { + "ticker": "GME", + "rank": 2, + "company_name": "GameStop Corp.", + "description": "GameStop is a specialty retailer of games and entertainment products transitioning into e-commerce.", + "strategy_match": "social_dd", + "pipeline": "social_dd", + "final_score": 82, + "confidence": 8, + "risk_level": "speculative", + "reason": "GameStop shows a potent mix of technical strength and bullish options flow. The stock has reclaimed its 20 EMA and VWAP, confirmed by a bullish Stochastic crossover. The options volume Put/Call ratio is notably low at 0.178 with 27 unusual call strikes, indicating aggressive bullish betting despite the high short interest (16.4%). This setup favors a short-term momentum squeeze.", + "entry_price": 24.3700008392334, + "discovery_date": "2026-03-07", + "status": "open", + "current_price": 24.3700008392334, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-03-07" + }, + { + "ticker": "KKR", + "rank": 3, + "company_name": "KKR & Co. Inc.", + "description": "KKR is a leading global investment firm managing private equity, energy, infrastructure, and real estate assets.", + "strategy_match": "insider_buying", + "pipeline": "insider_buying", + "final_score": 78, + "confidence": 8, + "risk_level": "moderate", + "reason": "The insider conviction here is overwhelming, with over $46M in purchases, including a massive $12M buy from the CEO and substantial buying from Directors. While the stock is in a downtrend, a bullish MACD crossover suggests momentum may be turning. The sheer size of the insider capital deployed at these levels serves as a strong fundamental floor and catalyst for a reversal.", + "entry_price": 91.33000183105469, + "discovery_date": "2026-03-07", + "status": "open", + "current_price": 91.33000183105469, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-03-07" + }, + { + "ticker": "FIS", + "rank": 4, + "company_name": "Fidelity National Information Services", + "description": "FIS is a global leader in financial services technology, providing solutions to banks and merchants.", + "strategy_match": "analyst_upgrade", + "pipeline": "analyst_upgrade", + "final_score": 75, + "confidence": 8, + "risk_level": "moderate", + "reason": "FIS aligns an analyst upgrade with a confirmed technical reversal. The stock is trading above its 20 EMA and VWAP with a bullish MACD crossover, signaling a shift in short-term trend. The Open Interest Put/Call ratio of 0.552 further supports a bullish outlook, suggesting market participants are positioned for upside.", + "entry_price": 51.4900016784668, + "discovery_date": "2026-03-07", + "status": "open", + "current_price": 51.4900016784668, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-03-07" + }, + { + "ticker": "VRSN", + "rank": 5, + "company_name": "VeriSign, Inc.", + "description": "VeriSign provides critical internet infrastructure and domain name registry services.", + "strategy_match": "analyst_upgrade", + "pipeline": "analyst_upgrade", + "final_score": 72, + "confidence": 7, + "risk_level": "moderate", + "reason": "VeriSign shows strong relative strength, trading above its 20 EMA, 50 SMA, and VWAP following an analyst upgrade. A bullish MACD crossover supports continued momentum. While the RSI is approaching overbought levels, the extremely low Open Interest Put/Call ratio (0.276) indicates very little hedging, implying market confidence in higher prices.", + "entry_price": 243.77999877929688, + "discovery_date": "2026-03-07", + "status": "open", + "current_price": 243.77999877929688, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-03-07" + }, + { + "ticker": "NMFC", + "rank": 6, + "company_name": "New Mountain Finance Corporation", + "description": "New Mountain Finance is a business development company investing in middle-market defensive growth companies.", + "strategy_match": "insider_buying", + "pipeline": "insider_buying", + "final_score": 70, + "confidence": 7, + "risk_level": "low", + "reason": "Director Klinsky purchased over $2.5M of stock, a significant amount relative to the company's market cap. Technicals show a bullish MACD crossover, suggesting the recent downtrend may be exhausting. With an exceptionally low Open Interest Put/Call ratio of 0.051, the derivatives market is heavily skewed bullish, corroborating the insider's view.", + "entry_price": 7.980000019073486, + "discovery_date": "2026-03-07", + "status": "open", + "current_price": 7.980000019073486, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-03-07" + }, + { + "ticker": "ASTS", + "rank": 7, + "company_name": "AST SpaceMobile, Inc.", + "description": "AST SpaceMobile is building a space-based cellular broadband network accessible directly by standard smartphones.", + "strategy_match": "social_dd", + "pipeline": "social_dd", + "final_score": 68, + "confidence": 7, + "risk_level": "speculative", + "reason": "This is a high-volatility squeeze candidate with 19.6% short interest. The price has stabilized above the 200 SMA and recently reclaimed the VWAP. Bullish options volume (Volume P/C 0.598) combined with social sentiment creates a catalyst for a rapid move, though the risk remains high due to the stock's volatile nature.", + "entry_price": 89.4749984741211, + "discovery_date": "2026-03-07", + "status": "open", + "current_price": 89.4749984741211, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-03-07" + }, + { + "ticker": "AAPL", + "rank": 8, + "company_name": "Apple Inc.", + "description": "Apple is the world's largest technology company, known for the iPhone, Mac, and services ecosystem.", + "strategy_match": "analyst_upgrade", + "pipeline": "analyst_upgrade", + "final_score": 67, + "confidence": 7, + "risk_level": "low", + "reason": "Apple benefits from a 'flight to quality' dynamic with an analyst upgrade and bullish options volume (P/C 0.618). While technicals are currently weak (below SMA), the options market shows bullish positioning (OI P/C 0.416), suggesting institutional accumulation at these support levels.", + "entry_price": 257.4599914550781, + "discovery_date": "2026-03-07", + "status": "open", + "current_price": 257.4599914550781, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-03-07" + }, + { + "ticker": "CASY", + "rank": 9, + "company_name": "Casey's General Stores, Inc.", + "description": "Casey's General Stores operates a chain of convenience stores in the Midwestern and Southern United States.", + "strategy_match": "earnings_play", + "pipeline": "earnings_play", + "final_score": 66, + "confidence": 7, + "risk_level": "moderate", + "reason": "Casey's maintains a strong primary uptrend, trading well above its 50 and 200 SMAs leading into earnings. Despite a short-term pullback (Bearish MACD), the structural trend remains intact. The setup favors a 'buy the dip' approach into the print given the company's consistent performance and trend alignment.", + "entry_price": 664.5999755859375, + "discovery_date": "2026-03-07", + "status": "open", + "current_price": 664.5999755859375, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-03-07" + }, + { + "ticker": "ZIM", + "rank": 10, + "company_name": "ZIM Integrated Shipping Services Ltd.", + "description": "ZIM is a global container liner shipping company providing logistics and transportation services.", + "strategy_match": "earnings_play", + "pipeline": "earnings_play", + "final_score": 64, + "confidence": 6, + "risk_level": "high", + "reason": "ZIM is in a strong uptrend, trading 17% above its 50 SMA and holding above the 20 EMA. The impending earnings release acts as a catalyst. While short interest is high (12.7%), the technical resilience and price holding above VWAP suggest buyers are stepping in before the news.", + "entry_price": 27.809999465942383, + "discovery_date": "2026-03-07", + "status": "open", + "current_price": 27.809999465942383, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-03-07" + }, + { + "ticker": "BA", + "rank": 11, + "company_name": "The Boeing Company", + "description": "Boeing is a premier aerospace company manufacturing commercial jetliners and defense systems.", + "strategy_match": "options_flow", + "pipeline": "options_flow", + "final_score": 62, + "confidence": 6, + "risk_level": "moderate", + "reason": "Boeing is showing signs of an oversold bounce with a bullish Stochastic crossover and unusually high call volume (P/C 0.358). While the trend is down, the options flow indicates traders are positioning for a short-term relief rally. Insider selling is a negative, capping the score.", + "entry_price": 231.11000061035156, + "discovery_date": "2026-03-07", + "status": "open", + "current_price": 231.11000061035156, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-03-07" + }, + { + "ticker": "TCBI", + "rank": 12, + "company_name": "Texas Capital Bancshares, Inc.", + "description": "Texas Capital Bancshares is the parent company of Texas Capital Bank, serving commercial and wealth management clients.", + "strategy_match": "insider_buying", + "pipeline": "insider_buying", + "final_score": 60, + "confidence": 6, + "risk_level": "moderate", + "reason": "Director Stallings purchased over $300k, signaling value at current levels. The stock is trading at its lower Bollinger Band, a classic technical bounce location. The combination of insider support at a technical extreme offers a favorable risk/reward for a mean reversion trade.", + "entry_price": 91.9000015258789, + "discovery_date": "2026-03-07", + "status": "open", + "current_price": 91.9000015258789, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-03-07" + }, + { + "ticker": "AVGO", + "rank": 13, + "company_name": "Broadcom Inc.", + "description": "Broadcom is a global technology leader designing semiconductor and infrastructure software solutions.", + "strategy_match": "options_flow", + "pipeline": "options_flow", + "final_score": 59, + "confidence": 6, + "risk_level": "moderate", + "reason": "Broadcom displays a bullish MACD crossover and is trading above both its 20 EMA and VWAP, indicating short-term strength. While put volume is high, the technical reclaimed levels suggest buyers are in control. This serves as a solid technical bounce play within the semiconductor sector.", + "entry_price": 330.4800109863281, + "discovery_date": "2026-03-07", + "status": "open", + "current_price": 330.4800109863281, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-03-07" + }, + { + "ticker": "ABTC", + "rank": 14, + "company_name": "American Bitcoin Corp.", + "description": "American Bitcoin Corp. focuses on building Bitcoin infrastructure and self-mining operations.", + "strategy_match": "insider_buying", + "pipeline": "insider_buying", + "final_score": 58, + "confidence": 5, + "risk_level": "speculative", + "reason": "A Director purchased $1.85M in shares, a massive amount for a stock trading near $1.00. Options flow is also bullish with a low P/C ratio of 0.226. While the technicals are extremely weak (below all SMAs), the sheer size of the insider bet relative to the share price warrants a speculative inclusion.", + "entry_price": 1.090000033378601, + "discovery_date": "2026-03-07", + "status": "open", + "current_price": 1.090000033378601, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-03-07" + }, + { + "ticker": "AMGN", + "rank": 15, + "company_name": "Amgen Inc.", + "description": "Amgen is a biotechnology pioneer discovering and delivering human therapeutics.", + "strategy_match": "options_flow", + "pipeline": "options_flow", + "final_score": 56, + "confidence": 5, + "risk_level": "moderate", + "reason": "Amgen shows highly unusual options activity with a Volume P/C ratio of 0.023 and massive volume in deep ITM calls, often a sign of institutional stock replacement strategies. The stock remains in a strong primary uptrend (above 200 SMA). However, recent significant insider selling ($21M) reduces the score, making this a play strictly on the unusual flow.", + "entry_price": 369.5299987792969, + "discovery_date": "2026-03-07", + "status": "open", + "current_price": 369.5299987792969, + "return_pct": 0.0, + "days_held": 0, + "last_updated": "2026-03-07" + } ] } } \ No newline at end of file diff --git a/data/recommendations/statistics.json b/data/recommendations/statistics.json index 7ee8912f..ea380fb9 100644 --- a/data/recommendations/statistics.json +++ b/data/recommendations/statistics.json @@ -1,5 +1,5 @@ { - "total_recommendations": 418, + "total_recommendations": 433, "by_strategy": { "momentum": { "count": 136, @@ -32,7 +32,7 @@ "win_rate_30d": 100.0 }, "insider_buying": { - "count": 81, + "count": 85, "wins_1d": 29, "losses_1d": 51, "wins_7d": 43, @@ -47,7 +47,7 @@ "win_rate_30d": 53.3 }, "options_flow": { - "count": 64, + "count": 67, "wins_1d": 21, "losses_1d": 43, "wins_7d": 28, @@ -62,7 +62,7 @@ "win_rate_30d": 50.0 }, "earnings_play": { - "count": 46, + "count": 49, "wins_1d": 19, "losses_1d": 27, "wins_7d": 17, @@ -137,7 +137,7 @@ "win_rate_30d": 28.6 }, "analyst_upgrade": { - "count": 19, + "count": 22, "wins_1d": 7, "losses_1d": 12, "wins_7d": 7, @@ -182,7 +182,7 @@ "win_rate_30d": 50.0 }, "social_dd": { - "count": 15, + "count": 17, "wins_1d": 7, "losses_1d": 8, "wins_7d": 6,