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RESEARCH EDITION

Market Desk

News, charts, watchlist, setups, catalysts.

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RESEARCH

AI infrastructure watchlist.

Current scan: memory and optical networking. Setups require price confirmation.

  1. Memory

    MU leads the refreshed names. Watch acceptance above the post-earnings range; the reaction low defines failure.

  2. Optics

    LITE, COHR, and AAOI follow. Focus on reclaims and defended pullbacks.

  3. Confirmation

    HOOD needs to repair a reversal. Intraday and swing triggers remain separate.

SETUPS

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TickerSetupTechnical structureCatalystStatusDetails

Source: Notion Morning Scan. Research levels are dated references, not live quotes or verified trade signals.

TRADE PLANNER

Plan the trade.

Set trigger, invalidation, target, and risk.

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RESEARCH

Research Brief

Memory, optics, catalysts, and confirmation.

Imported research · partial scan · underlying market claims are not independently verified unless explicitly marked.

Current Edition

The October 1 Morning Scan refreshes five of 33 source-scan names. MU has the highest imported rank, followed by LITE, COHR, AAOI, and HOOD for intraday research. These are source rankings, not a complete market-wide comparison.

Themes

The scan is concentrated in AI infrastructure through memory and optical networking. MU focuses on the market response to earnings and guidance. The optics names focus on reclaim levels. Check all theses against current prices and primary disclosures.

Invalidation

Breakout failure, closes below invalidation levels, or a material rates move can weaken a setup. Treat correlated optics names as related exposure. An intraday trigger does not confirm a swing trade.

Missing Data

The source scan is incomplete. Verified market breadth, complete price history, and independently checked earnings statistics are not inferred. Missing targets remain missing.

Sources

Research for evaluation, not a personalized recommendation.
SOURCE STATUS

Sources & Methodology

Research Freshness

The Notion research export is a dated snapshot. It does not automatically sync from Notion yet. Older editions are labeled as dated.

Coverage

Only same-edition research rows appear. Partial scans are not labeled complete.

Charts & Levels

TradingView supplies chart data. Notion supplies research text and reference levels. Timestamps may differ. Missing levels remain missing.

Scope

No brokerage data is included. Verify prices, disclosures, and release schedules before acting.