August 4, 2026

Day 105

One Good Trade
Regime: GREEN

GREEN Full allocation — 5 picks deployed.

The Picks

Ticker Scan Price Gap % RVOL Catalyst ML Hold Prob ML Expected
FLKR $55.00 6.82 38.48 Sector: South Korea market/ETF move appears to be driving FLKR higher, with no specific company-level catalyst found in the last 24 hours [via web]
KC $12.78 14.62 35.68 Analyst: Morgan Stanley initiated coverage on Kingsoft Cloud with an Overweight rating and $15 price target [via web]
SNAP $5.29 12.79 32.47 Analyst: Multiple analyst price target adjustments and forecasts released, with Cantor Fitzgerald raising target to $6 and Rosenblatt lowering to $6, alongside analyst predictions of significant upside potenti
TSEM $235.72 7.31 23.16 Earnings: Tower Semiconductor beat Q2 EPS and revenue estimates, and provided Q3 guidance above consensus expectations.
EXPD $174.02 3.65 22.62 Earnings: Expeditors International beat Q2 earnings expectations with EPS of $2.03 versus $1.67 estimate and revenue of $3.502B versus $2.888B estimate.

The Results

Ticker Entry Entry Time Exit Exit Time Method P/L % Catalyst
FLKR $55.00 Sector: South Korea market/ETF move appears to be driving FLKR higher, with no specific company-level catalyst found in the last 24 hours [via web]
KC $12.78 Analyst: Morgan Stanley initiated coverage on Kingsoft Cloud with an Overweight rating and $15 price target [via web]
SNAP $5.29 Analyst: Multiple analyst price target adjustments and forecasts released, with Cantor Fitzgerald raising target to $6 and Rosenblatt lowering to $6, alongside analyst predictions of significant upside potenti
TSEM $235.72 Earnings: Tower Semiconductor beat Q2 EPS and revenue estimates, and provided Q3 guidance above consensus expectations.
EXPD $174.02 Earnings: Expeditors International beat Q2 earnings expectations with EPS of $2.03 versus $1.67 estimate and revenue of $3.502B versus $2.888B estimate.

Shadow Results

Ticker Shadow Entry Shadow Exit Exit Time Method Shadow P/L % Result Catalyst
FLKR $55.00 Sector: South Korea market/ETF move appears to be driving FLKR higher, with no specific company-level catalyst found in the last 24 hours [via web]
KC $12.78 Analyst: Morgan Stanley initiated coverage on Kingsoft Cloud with an Overweight rating and $15 price target [via web]
SNAP $5.29 Analyst: Multiple analyst price target adjustments and forecasts released, with Cantor Fitzgerald raising target to $6 and Rosenblatt lowering to $6, alongside analyst predictions of significant upside potenti
TSEM $235.72 Earnings: Tower Semiconductor beat Q2 EPS and revenue estimates, and provided Q3 guidance above consensus expectations.
EXPD $174.02 Earnings: Expeditors International beat Q2 earnings expectations with EPS of $2.03 versus $1.67 estimate and revenue of $3.502B versus $2.888B estimate.

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This post is part of a series documenting MorningEdge's development in real time. The knowledge base contains 0 books, papers, and lab reports totaling 0+ searchable chunks. The trading system described is paper trading only — no real capital is at risk.