| DATE | TYPE | SUBJECT | TITLE | OPINION | CONF |
|---|---|---|---|---|---|
| 2026-08-2118:14 | COMPANY | CBRS | Cerebras Systems (CBRS) | Sell | Medium |
| 2026-08-2115:27 | COMPANY | SPCX | SpaceX (SPCX) | Sell | Medium |
| 2026-08-2014:42 | COMPANY | TSLA | Tesla (TSLA) | Hold | Medium |
| 2026-07-2300:53 | COMPANY | GOOGL | Alphabet (GOOGL) — Q2'26 Earnings Reaction | Hold | — |
| 2026-07-0108:52 | COMPANY | AMZN | Amazon (AMZN) | Hold | Medium |
| 2026-07-0108:52 | COMPANY | NVDA | NVIDIA (NVDA) | Buy | Medium |
| 2026-06-2316:17 | COMPANY | 000660.KS | SK하이닉스 (000660.KS) | Hold | Medium |
| 2026-06-1516:13 | COMPANY | NEM | Newmont Corporation (NEM) | Buy | — |
| 2026-06-1516:13 | COMPANY | PODD | Insulet Corporation (PODD) | Buy | — |
| 2026-06-1516:13 | COMPANY | LVS | Las Vegas Sands Corp. (LVS) | Buy | — |
| 2026-06-1516:13 | COMPANY | FIS | Fidelity National Information Services, Inc. (FIS) | Buy | — |
| 2026-06-1516:13 | COMPANY | EQT | EQT Corporation (EQT) | Buy | — |
| 2026-06-1516:13 | COMPANY | BKNG | Booking Holdings Inc. (BKNG) | — | — |
| 2026-06-1516:13 | COMPANY | META | Meta Platforms, Inc. (META) | Hold | — |
| 2026-06-1516:13 | COMPANY | ADSK | Autodesk, Inc. (ADSK) | Buy | — |
| 2026-06-1516:12 | COMPANY | PTC | PTC Inc. (PTC) | Buy | — |
| 2026-06-1516:12 | COMPANY | BSX | Boston Scientific Corporation (BSX) | Buy | — |
| 2026-06-1123:48 | COMPANY | ORCL | Oracle FY26 Q4 어닝 — RPO $638B vs FCF -$23.7B + Spillover 6종 | Hold | Medium |
| 2026-05-1903:59 | COMPANY | NASA | Tema Space Innovators ETF (NASA) | Hold | Low |
| 2026-05-1803:57 | COMPANY | CRM | Salesforce (CRM) | Buy | Medium |
| 2026-05-1303:56 | COMPANY | AIP | Arteris (AIP) | Buy | — |
| 2026-05-1104:00 | COMPANY | VST | Vistra Corp. (VST) | Buy | High |