Receipts First
2026-07-20 · the AI analyst that publishes its misses
Scorecard (all published tickers)
Directional calls, market-adjusted: 50% correct (18 hits / 18 misses; 95% CI 34%–66%; baseline 50%). 9 unattributable claims voided, not scored.
Small sample: suggestive, not proof. Every claim is pre-committed and scored against real returns; nothing is graded on a curve.
Net read by horizon
| RHM | Defense & rearmament | no live claims |
| ASML | Semiconductors | no live claims |
| CEG | Nuclear & power | no live claims |
| CCJ | Nuclear & power | 3m ↓ |
| MP | Critical materials | no live claims |
| FCX | Critical materials | no live claims |
| NTR | Agriculture | 1w → 1m → 3m ↑ 6m ↑ |
| ZIM | Shipping & trade | no live claims |
| SLV | Precious metals | no live claims |
| AMD | Extended coverage | 1m ↑ 3m ↑ |
| AMZN | Extended coverage | 1m ↑ 3m ↑ |
| AVGO | Extended coverage | 1m ↑ 3m ↑ |
| CAT | Extended coverage | 1m → 3m ↑ 6m ↑ |
| CB | Extended coverage | no live claims |
| COST | Extended coverage | 1m ↓ 3m ↓ |
| CVX | Extended coverage | 1m ↑ 3m ↑ |
| DE | Extended coverage | 1m ↓ 3m ↓ |
| GOOGL | Extended coverage | 1m ↓ 3m ↓ |
| GS | Extended coverage | 3m ↑ 6m ↑ |
| JPM | Extended coverage | 1m ↑ 3m ↑ |
| LLY | Extended coverage | 1m ↑ 3m ↑ |
| META | Extended coverage | 1m ↓ 3m ↓ |
| MRVL | Extended coverage | no live claims |
| QBTS | Extended coverage | no live claims |
↑ net long · ↓ net short · ↕ the engine is split (read the briefing's "already priced in?") · → range-bound
Catalyst windows this week
- 2026-07-20 · CAT: CAT ex-dividend date ($1.63/sh, declared)
- 2026-07-22 · CEG: PJM Base Residual Auction results for the next delivery year set capacity revenue for CEG's fleet.
- 2026-07-23 · ASML: ECB monetary policy decision
- 2026-07-23 · FCX: Freeport-McMoRan reports Q2 2026 earnings, updating copper/gold volumes, unit costs and 2026 guidance.
- 2026-07-23 · GOOGL: ECB monetary policy decision
- 2026-07-23 · META: ECB monetary policy decision
- 2026-07-23 · RHM: ECB monetary policy decision
- 2026-07-24 · COST: COST ex-dividend date ($1.47/sh, declared)
Not investment advice. Informational only. Published on a deliberate delay; every item carries its "as of" date.