Daily screen · MON 12 OCT 2026

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Guru

Confirmation-triggered inflection screen. Fundamentals · technicals · sentiment, accounting red flags filtered, analyst-researched verdicts. Bot flags — Max decides. Flag-only: nothing here is validated or investment advice.

7fresh triggers

0verified genuine

61watchlist

248rejected

Mon 12 Oct 22:18last good run

40h / 0hdata age sec / prices

okanalyst pass

pending last deploy

Top picks

ranked: fundamentals 45 / technicals 35 / sentiment 20 · analyst verdicts re-rank

01 HTFL Heartflow, Inc.

$50.56price 3%off high $4.4Bmcap 60dsince 10-Q

+41%2025-09 → +41%2026-03 → +48%2026-06

FUND

61margin up

TECH

90RS +82% vs SPY / vol x1.04

SENT

55insiders -11 / SI 11% / 9 analysts

Surgical & Medical Instruments & Apparatus

Awaiting analyst pass — numbers only. Research runs after the next screen.

02 SNX Td Synnex Corp

$273.06price 6%off high $21.8Bmcap 11dsince 10-Q

+18%2026-02 → +31%2026-05 → +38%2026-08

FUND

47margin flat / CFO-NI 1.85

TECH

100RS +6% vs SPY / vol x1.38

SENT

30insiders -5 / SI 3% / 11 analysts

Wholesale-Computers & Peripheral Equipment & Software

Awaiting analyst pass — numbers only. Research runs after the next screen.

03 NTAP Netapp, Inc.

$239.18price 0%off high $47.0Bmcap 40dsince 10-Q

+3%2025-10 → +4%2026-01 → +30%2026-07

FUND

51margin flat / CFO-NI 1.62

TECH

80RS +45% vs SPY / vol x0.97

SENT

30insiders -13 / SI 5% / 16 analysts

Computer Storage Devices

Awaiting analyst pass — numbers only. Research runs after the next screen.

04 SWBI Smith & Wesson Brands, Inc.

$14.23price 13%off high $638Mmcap 39dsince 10-Q

-4%2025-10 → +17%2026-01 → +32%2026-07

FUND

58margin up / CFO-NI 6.18

TECH

45RS -7% vs SPY / vol x0.74

SENT

50insiders +0 / SI 5% / 2 analysts

Ordnance & Accessories, (No Vehicles/Guided Missiles)

Awaiting analyst pass — numbers only. Research runs after the next screen.

05 MDB Mongodb, Inc.

$381.29price 19%off high $30.7Bmcap 41dsince 10-Q

+19%2025-10 → +25%2026-04 → +30%2026-07

FUND

54margin up

TECH

55RS +11% vs SPY / vol x1.56

SENT

30insiders -4 / SI 4% / 37 analysts

Services-Prepackaged Software

Awaiting analyst pass — numbers only. Research runs after the next screen.

06 OOMA Ooma Inc

$20.04price 14%off high $553Mmcap 38dsince 10-Q

+4%2025-10 → +25%2026-04 → +25%2026-07

FUND

40margin flat / CFO-NI 4.29

TECH

40RS -4% vs SPY / vol x1.18

SENT

40insiders -13 / SI 7% / 5 analysts

Services-Computer Processing & Data Preparation

Awaiting analyst pass — numbers only. Research runs after the next screen.

07 MGNX Macrogenics Inc

$3.72price 23%off high $237Mmcap 59dsince 10-Q

-34%2025-09 → +57%2026-03 → +378%2026-06

FUND

80margin ?

TECH

30RS -17% vs SPY / vol x0.8

SENT

65insiders -1 / SI 11% / 4 analysts

Pharmaceutical Preparations

noise — exclude milestone/one-off

What happenedQ2 2026 revenue of $32.8M (vs $6.9M a year earlier) was driven overwhelmingly by a one-time $24.5M regulatory milestone from Sanofi for US FDA approval of TZIELD (teplizumab); royalty revenue (mainly ZYNYZ/retifanlimab via Incyte) was ~$7.3M. No meaningful product sales ramp underlies the number.

BullThe recurring slice is real and growing - ZYNYZ royalties rose ~$6M YoY to $7.3M and should compound - and the balance sheet is transformed (pro forma cash ~$327M, runway guided through 2028, up to ~$2.4B of potential future milestones). A slimmed outsourced model cuts burn.

BearThe 378% jump is a single non-recurring Sanofi milestone ($24.5M of $32.8M) that will not recur; strip it and quarterly revenue is ~$8M, mostly royalties. Still a clinical-stage, cash-burning biotech; the manufacturing sale and ~140-headcount cut signal defensive restructuring, not commercial traction.

NarrativeEarnings (reported ~13 Aug 2026) framed around a streamlined operating model and strengthened balance sheet, not a growth story. Micro-cap (~$237M), low analyst visibility, factual coverage with no evident retail mania. Catalysts: MGC026 ESMO 2026, MGC028 data late 2026, lorigerlimab LINNET data H1 2027.

Repeat purchaseNo - the dominant $24.5M is a one-time Sanofi milestone; only ~$7.3M ZYNYZ royalties are recurring

OrganicNo for the jump (a milestone); the recurring royalty component is modest but growing

DistributionN/A for a one-off milestone; royalty stream rides on Incyte's ZYNYZ commercialization

What kills itNext quarter with no milestone reverts to ~$8M royalty base and YoY growth flips sharply negative

Remaining fresh triggers

0 names passed all filters — unranked detail

Ticker	Company	Revenue YoY	Mcap	Flags

Track record

every top-10 pick since first flag · entry = next US open · to 12 Oct close

49picks scored

-2.6%avg return

-3.6%vs S&P 500

+2.5%vs Russell 2000

Flagged	Ticker	Return	vs SPY	vs IWM	Verdict	Rank	Entry	Last
10 Oct	OOMA	+0.0%	+0.1%	+0.3%	noise	9	20.03	20.04
10 Oct	MDB	-2.1%	-2.0%	-1.9%	judge	8	389.50	381.29
10 Oct	SWBI	+1.4%	+1.4%	+1.6%	noise	7	14.04	14.23
10 Oct	NTAP	+0.8%	+0.8%	+1.0%	judge	6	237.38	239.18
10 Oct	MGNX	+0.0%	+0.1%	+0.2%	noise	4	3.72	3.72
07 Oct	MASS	-2.3%	-2.6%	-2.2%		10	12.10	11.82
06 Oct	HPK	+19.1%	+19.1%	+21.4%		10	8.15	9.71
06 Oct	SNX	-2.5%	-2.5%	-0.2%	judge	9	280.11	273.06
06 Oct	EGY	+5.5%	+5.5%	+7.8%		8	5.78	6.10
05 Oct	DMLP	+4.2%	+3.1%	+5.6%		9	28.51	29.71
03 Oct	KLIC	-11.6%	-12.7%	-10.2%		9	100.01	88.39
02 Oct	AOUT	-1.7%	-2.7%	-0.2%		6	16.73	16.44
02 Oct	SITM	-18.7%	-19.7%	-17.1%		5	701.05	570.07
01 Oct	OESX	-16.6%	-18.4%	-16.8%		3	30.50	25.43
23 Sep^*	DSP	+2.2%	+1.5%	+5.0%		10	12.89	13.17
23 Sep^*	WHD	-5.6%	-6.3%	-2.7%		9	66.69	62.97
16 Sep	SNDA	-9.4%	-12.1%	-6.7%		9	39.91	36.15
16 Sep	REPX	+3.7%	+0.9%	+6.4%		3	44.63	46.26
29 Aug^*	FIG	-20.4%	-22.1%	-14.9%		10	27.60	21.96
29 Aug^*	INDI	-38.5%	-40.1%	-32.9%		9	3.78	2.33
29 Aug^*	YOU	-2.4%	-4.1%	+3.1%		8	43.52	42.46
29 Aug^*	FIGS	+14.9%	+13.2%	+20.5%		7	15.44	17.74
29 Aug^*	PBF	+14.9%	+13.3%	+20.5%		6	73.97	85.02
29 Aug^*	EVC	-20.0%	-21.7%	-14.4%		5	8.14	6.51
29 Aug^*	SUN	+0.4%	-1.3%	+5.9%		4	75.26	75.53
29 Aug^*	BFLY	+2.5%	+0.9%	+8.1%		3	8.34	8.55
29 Aug^*	PLTR	+13.3%	+11.6%	+18.9%		2	184.50	209.00
27 Aug	NGL	-14.0%	-15.5%	-7.3%		10	17.06	14.67
27 Aug	HTFL	+3.4%	+1.9%	+10.1%	genuine	7	48.92	50.56
25 Aug	INR	-7.1%	-9.0%	-0.1%		6	14.56	13.52
22 Aug	CRON	-3.0%	-5.0%	+4.0%		10	3.31	3.21
22 Aug	PAGP	+0.1%	-1.9%	+7.1%		5	26.72	26.75
19 Aug	GKOS	-9.7%	-10.9%	-1.7%		10	186.00	168.02
19 Aug	GLP	-3.5%	-4.7%	+4.6%		9	50.90	49.14
19 Aug	LPG	+18.9%	+17.7%	+26.9%		8	48.98	58.24
19 Aug	TALO	+4.2%	+3.0%	+12.2%		7	16.64	17.34
19 Aug	PARR	+3.6%	+2.3%	+11.6%		6	80.27	83.12
19 Aug	INSW	+30.5%	+29.3%	+38.5%		5	95.17	124.22
19 Aug	MGY	-9.9%	-11.2%	-1.9%		4	27.15	24.46
16 Aug	PAA	+2.9%	+2.4%	+11.2%		10	23.81	24.50
16 Aug	RCUS	-17.0%	-17.5%	-8.7%		9	29.32	24.34
16 Aug	KYMR	-4.5%	-5.0%	+3.8%		8	117.39	112.08
16 Aug	PTGX	-6.6%	-7.1%	+1.7%		7	155.11	144.88
16 Aug	WAT	+5.8%	+5.3%	+14.1%		6	408.48	432.10
16 Aug	WKC	+0.7%	+0.2%	+9.0%		5	35.88	36.12
16 Aug	URGN	-21.1%	-21.6%	-12.8%		4	48.51	38.28
16 Aug	NVEC	-9.4%	-9.9%	-1.1%		3	121.69	110.21
16 Aug	FF	-6.3%	-6.8%	+2.0%		2	5.55	5.20
16 Aug	CMCO	-17.2%	-17.7%	-8.9%		1	19.21	15.90

Read this as noise for now. 49 picks on 15 flag dates; beat the S&P 43% of the time. Excluding the ^*blank-price glitch days: avg -2.4%, vs S&P -3.2%. A live forward test needs years to prove an edge — its job is to check the pipeline, the historical backtest decides. Source: data/ledger.csv.

Not yet live in v0: estimate revisions, Beneish M-Score, SEC enforcement history, organic-vs-acquisition auto-detection. Expect M&A and milestone-revenue noise below the analyst-verified names. Most flagged setups fail — the portfolio maths, not the pick, is the strategy.