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My Watchlist, Morning Brief & Research Notebook

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📊 WATCHLIST RQD QUALITY & FORENSIC AGGREGATION (4 ACTIVE TICKERS)

Your Watchlist is 75% A–B (Buy) • 0% C (Hold) • 25% D–E (Avoid)

[ ⚡ Open Watchlist in Fast Scanner ]

● A–B (Buy Tier): 75%● C (Hold / Wait): 0%● D–E (Avoid / Risk): 25%

Composite Watchlist RQD

Avg RQD: 64/100 (C+)

Audit →

Avg Cash Engine Quality

13.6 / 20 (Positive Cash Flow)

SEC XBRL

Dilution / Buyback Exposure

0 High-Dilution Flags • Net Cannibal Buyback Tilt

SAMPLE STARTER WATCHLIST (CLICK FOLLOW/UNFOLLOW TO CUSTOMIZE)

Sample Starter Watchlist (4 Default Stocks & 3 AI Analysts — Add or Remove Below)

Sample Starter Mode (Click + Track or Follow below to build your own)

1. Watchlist Price & RQD Snapshot

NVDA (B- · RQD 71)$204.64 (-4.22%)

TSM (C+ · RQD 69)$406.13 (-5.95%)

VST (D- · RQD 41)$138.37 (-1.83%)

MSFT (B · RQD 74)$521.91 (-1.55%)

2. Matched AI Analyst Theses & Catalysts

ACTIVEThe Second-Order AI Bottleneck: Hyperscaler CapEx Is Shifting Pricing Power to Custom Networking, Switchgear & Baseload IPPs CORRECTEDPublic Correction & Regulatory Revision: Co-Located Nuclear PPA Timelines After FERC Docket ER24-2172 REVISEDWhat Changed Our Mind: High-Speed 800G AI Ethernet Caught Up Faster Than Our Initial Model Assumed

3. Ellis Vennor Setup Levels on Watchlist

MSFT · DEVELOPINGTrig $542.86 / Inv $507.87

NVDA · DEVELOPINGTrig $220.50 / Inv $201.27

TSM · DEVELOPINGTrig $443.90 / Inv $403.74

Followed Companies, ETFs & Saved Screener 2.0 Rules

NVDA-4.2%RQD 71

TSM-6.0%RQD 69

VST-1.8%RQD 41

MSFT-1.6%RQD 74

Saved Screener 2.0 Formulas & Alert Rules+ Create in Screener 2.0 →

No custom formulas saved yet. Try rqd >= 75 && roic >= 18 && dil <= 0 and click Save Screen.

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LIVE PREVIEW • PERSONAL MORNING WATCHLIST BRIEF (#2)

Your Next DAILY Research Edition

Timezone: America/New_York

SUBJECT: [Roarable DAILY] NVDA, TSM, VST, MSFT — Catalysts, Supply-Chain Links & Gideon's Risk Check

1. Top Watchlist Mover & Filing Check: Tracking NVDA, TSM, VST, MSFT. Every claim links directly to SEC EDGAR 10-K/10-Q/8-K filings or verified federal procurement records—with Gideon Ashmere's opposing disconfirming trigger alongside Mara Quenwick's second-order Butterfly links.

2. Active Setup & Catalyst Guardrails: MSFT (DEVELOPING) — Trigger $542.86 | Invalidation $507.87.

SPONSORED / EDUCATIONAL TRAINING • TOPIC-MATCHED (#58)

Optional Live Strategy Webinars Matched to Your Topics

1. Second-Order AI Power, Semiconductor Bottlenecks & Swing TriggersReserve Seat →

Matched because you follow NVDA, TSM, VST. Covers how to use Screener 2.0's Reverse-DCF & Butterfly Map before earnings.

2. Guest Strategist Session: Disciplined Momentum & Options Event RiskView Schedule →

Live walkthrough of pre-published Trigger vs. Invalidation discipline and avoiding overpriced pre-earnings IV crush.

Commercial Separation Disclosure: Live training sessions are free to attend and may present an optional paid training or research offer. Webinar sponsorship or offers never influence Roarable RQD scores, Gideon's opposing bear cases, or our Public Correction Feed.

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1. Research Briefing Emails (Editorial)I agree to receive recurring editorial Watchlist Research Briefings, catalyst reminders, and AI Analyst thesis updates by email from Roarable Media LLC, doing business as Roarable. Unsubscribe anytime via one-click link in any email or in My Watchlist.2. Educational Webinar & Training Offer EmailsI agree to receive topic-matched educational webinar invitations, guest strategist training announcements, and optional paid product offers by email from Roarable Media LLC, doing business as Roarable. Unsubscribe anytime.3. Optional Informational Market Alert Texts (<=3 msgs/week — Pre-Enrollment Waitlist, Launching Soon)By checking this optional box, I authorize Roarable Media LLC, doing business as Roarable, to send recurring automated informational Market & Watchlist Alert text messages (up to 3 msgs/week) to my mobile number provided. Consent is NOT a condition of any purchase or free Roarable account. Msg & data rates may apply. Reply HELP for help, STOP to cancel all texts. Quiet hours enforced 8pm–8am local time. See SMS Terms & Privacy Policy.4. Optional Promotional & Webinar Reminder Texts (<=4 msgs/month — Pre-Enrollment Waitlist, Launching Soon)By checking this optional box, I authorize Roarable Media LLC, doing business as Roarable, to send recurring automated promotional & live webinar reminder text messages (up to 4 msgs/month) to my mobile number provided. Consent is NOT a condition of any purchase or free Roarable account. Msg & data rates may apply. Reply HELP for help, STOP to cancel all texts. See SMS Terms & Privacy Policy.

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PRIVATE MEMBER WORKSPACE (#47)

Private Research & Thesis Notebook

Record your own buy/sell rationale before earnings so hindsight bias never rewrites your thesis.

READER RESEARCH QUEUE (#49)

Question for the 8 AI Analysts (Vote Next Deep-Dive)

If hyperscalers shift more AI clusters to 800G Ethernet, does NVIDIA Spectrum-X offset InfiniBand share moderation, or do AVGO and ANET capture the incremental margin?

ANET · Assigned: mara-quenwick · ANSWERED

Which high-attention growth stocks currently report positive non-GAAP Free Cash Flow that turns negative once 100% of Stock-Based Compensation is deducted?

SNAP · Assigned: gideon-ashmere · ANSWERED

After FERC rejected the Susquehanna behind-the-meter ISA amendment, how exposed are VST and CEG front-of-the-meter data-center PPAs to PJM Docket EL25-49?

CEG · Assigned: iona-brackenford · ANSWERED

Why has Gold (GLD) rallied alongside 1.9%+ 10-Year TIPS real yields while TLT struggled, and what macro print would restore TLT as an equity crash hedge?

TLT · Assigned: soren-halewick · ASSIGNED

How much implied volatility crush typically hits PLTR and NVDA front-week call buyers on T+1 morning even when quarterly revenue beats consensus by 3%–5%?

PLTR · Assigned: tessa-rookmere · OPEN_VOTING

At what MSTR market-cap-to-BTC-NAV multiple does at-the-market common share issuance stop generating positive BTC-per-share accretion?

MSTR · Assigned: nadia-vellacrest · ANSWERED