BWXT BWX Technologies, Inc.

BWXT BWX Technologies, Inc.

Industrials · Aerospace & Defense

Desk view

Watchinglow conviction
Perspectives Nuclear Fuel Cycle

Market read

Scan convergence 1 scan as of 2026-10-16 1 neutral converging

POC $204.70 · VWAP $185.64 · -31.5% vs 12m avg buyer

collapse vol: normalchurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Coverage

3 related campaigns

Watchlists @ai-bottlenecks@defense-contractors@electricity@nuclear-fuel-cycle@thebuildout-fuel-cells-alternative-dc-power@thebuildout-nuclear-energy-data-centers

BWXT Price Structure

Loading chart…

Loading timeframes…

Peers

Every watchlist BWXT belongs to, members best 30-day change first — BWXT highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@thebuildout-fuel-cells-alternative-dc-power
View watchlist →
LIN+8.3% -0.3%1d +2.1%7d TM+3.4% -0.7%1d +1.1%7d CMI-1.4% -0.4%1d -2.6%7d BWXT-10.3% -0.1%1d -7.2%7d GEV-14.4% -1.5%1d -11.5%7d CAT-15.4% -2.4%1d -6.0%7d ETN-16.6% -0.8%1d -6.4%7d VRT-21.9% -0.7%1d -5.9%7d INIO-23.9% +0.7%1d -6.3%7d BE-29.8% -11.2%1d -12.7%7d
@defense-contractors
View watchlist →
LMT+15.2% +2.4%1d +9.4%7d NOC+7.2% -0.2%1d +6.1%7d LHX+6.2% -0.1%1d +2.2%7d GD+1.8% -0.4%1d +1.5%7d RTX-0.6% -1.9%1d -1.5%7d PPA-3.4% -0.3%1d -1.5%7d ITA-5.5% -1.1%1d -3.3%7d BA-5.8% +0.4%1d -1.0%7d BWXT-10.3% -0.1%1d -7.2%7d GE-10.7% -2.7%1d -9.0%7d LEU-32.3% -1.6%1d -10.9%7d TTMI-36.3% +8.4%1d -14.7%7d
@thebuildout-nuclear-energy-data-centers
View watchlist →
TLN+9.2% -1.1%1d -7.6%7d PEG+7.0% -1.0%1d +0.7%7d NEE+6.6% +0.2%1d +2.9%7d D+6.6% -0.3%1d +2.6%7d MSFT+4.8% +0.7%1d -0.9%7d BN+2.4% -0.8%1d +3.7%7d VST+1.6% -0.5%1d -7.8%7d AMZN-0.5% -0.9%1d -0.8%7d CEG-4.0% -0.7%1d -6.6%7d GOOG-5.3% -1.1%1d -5.8%7d EQIX-8.0% +0.3%1d -3.1%7d BWXT-10.3% -0.1%1d -7.2%7d CCJ-13.4% -0.4%1d -3.6%7d META-13.6% -1.0%1d -9.4%7d GEV-14.4% -1.5%1d -11.5%7d
@nuclear-fuel-cycle
View watchlist →
DUK+9.5% -0.3%1d +2.9%7d TLN+9.2% -1.1%1d -7.6%7d VST+1.6% -0.5%1d -7.8%7d SRUUF-3.3% +1.2%1d -1.4%7d CEG-4.0% -0.7%1d -6.6%7d BWXT-10.3% -0.1%1d -7.2%7d CCJ-13.4% -0.4%1d -3.6%7d NUKX-15.2% -0.1%1d -4.2%7d URNM-17.4% +0.6%1d -3.3%7d URA-18.8% +0.1%1d -3.7%7d UEC-26.1% -1.7%1d -7.1%7d NNE-28.5% -3.0%1d -5.6%7d OKLO-32.1% -2.4%1d -5.8%7d LEU-32.3% -1.6%1d -10.9%7d UUUU-35.2% -2.2%1d -11.2%7d ASPI-35.2% -6.7%1d -8.9%7d XE-35.3% -0.3%1d +2.3%7d IMSR-36.8% -2.1%1d -8.2%7d SMR-38.0% 0.0%1d -7.7%7d
@electricity
View watchlist →
CVX+13.5% +2.9%1d +3.6%7d CNP+10.5% -0.3%1d +1.3%7d XEL+10.5% -1.1%1d +2.3%7d AEP+9.5% -0.7%1d +2.0%7d DUK+9.5% -0.3%1d +2.9%7d EXC+9.2% -0.9%1d +2.1%7d TLN+9.2% -1.1%1d -7.6%7d LIN+8.3% -0.3%1d +2.1%7d DTE+7.3% -0.9%1d +1.7%7d EIX+7.2% -0.9%1d +2.5%7d PEG+7.0% -1.0%1d +0.7%7d NEE+6.6% +0.2%1d +2.9%7d D+6.6% -0.3%1d +2.6%7d SRE+6.4% -0.8%1d +0.8%7d TXN+4.4% +1.9%1d +3.0%7d BN+2.4% -0.8%1d +3.7%7d VST+1.6% -0.5%1d -7.8%7d AES+1.3% +0.2%1d +0.3%7d WMB+0.8% +1.5%1d +0.6%7d ENB+0.6% +0.3%1d +0.1%7d CMI-1.4% -0.4%1d -2.6%7d MCHP-2.0% -0.6%1d +0.3%7d ON-2.5% -1.3%1d +0.3%7d TEL-3.0% -0.2%1d -2.2%7d HUBB-3.4% +0.5%1d -2.8%7d BKR-3.7% +4.2%1d +0.3%7d CEG-4.0% -0.7%1d -6.6%7d ENLT-5.7% -1.4%1d -1.9%7d GNRC-6.3% -0.6%1d -3.0%7d GRID-9.4% -0.3%1d -4.2%7d BWXT-10.3% -0.1%1d -7.2%7d PRIM-12.3% -2.9%1d -11.2%7d CCJ-13.4% -0.4%1d -3.6%7d MYRG-13.8% -0.2%1d -9.2%7d EME-13.8% -1.9%1d -10.3%7d PWR-13.9% -1.1%1d -13.5%7d GEV-14.4% -1.5%1d -11.5%7d CAT-15.4% -2.4%1d -6.0%7d MPWR-15.9% -2.4%1d -5.8%7d STM-16.1% -0.2%1d -3.0%7d ETN-16.6% -0.8%1d -6.4%7d LFUS-16.8% +0.3%1d -7.8%7d IFNNY-18.7% -2.2%1d -7.0%7d MTZ-21.4% -0.3%1d -10.4%7d POWL-21.6% +0.2%1d -8.6%7d VRT-21.9% -0.7%1d -5.9%7d AEIS-22.5% 0.0%1d -9.0%7d NVT-23.0% -1.8%1d -11.7%7d INIO-23.9% +0.7%1d -6.3%7d TSEM-27.3% -0.1%1d -14.3%7d BE-29.8% -11.2%1d -12.7%7d COHR-30.4% +0.7%1d -10.1%7d FLEX-31.8% -0.2%1d -15.4%7d VICR-37.8% -2.2%1d -8.1%7d FPS-39.3% -2.8%1d -23.6%7d
@ai-bottlenecks
View watchlist →
4958.TW+19.9% 0.0%1d +1.8%7d 603728.SS+19.3% +10.0%1d +35.4%7d P+12.5% +1.8%1d -0.6%7d SONY+12.4% -0.5%1d +4.8%7d WEC+9.8% -0.9%1d +2.2%7d NTAP+9.8% +1.4%1d +5.7%7d 002472.SZ+9.6% +7.2%1d +23.5%7d TLN+9.2% -1.1%1d -7.6%7d LIN+8.3% -0.3%1d +2.1%7d CLF+8.0% +6.5%1d +14.7%7d NG.L+7.6% -0.3%1d +0.3%7d D+6.6% -0.3%1d +2.6%7d 8046.TW+4.5% 0.0%1d -6.6%7d TXN+4.4% +1.9%1d +3.0%7d BAM+3.9% -1.3%1d +3.8%7d 2802.T+3.8% +0.4%1d -4.1%7d AI.PA+3.7% 0.0%1d +0.3%7d 5347.KL+3.2% +0.5%1d +2.3%7d SOLS+2.5% -0.6%1d +0.3%7d 6861.T+2.4% -2.5%1d -3.0%7d TT+1.8% -0.9%1d -3.0%7d VST+1.6% -0.5%1d -7.8%7d 300748.SZ+1.5% +3.4%1d +14.7%7d 6103.T+1.5% -0.7%1d -5.8%7d 300124.SZ+1.5% +7.2%1d +7.7%7d 6501.T+1.2% -4.4%1d -3.6%7d 688017.SS+1.1% +12.1%1d +22.5%7d 2383.TW+1.0% 0.0%1d -1.8%7d CSCO+0.1% +1.5%1d -0.8%7d NXPI-0.2% -1.2%1d +2.4%7d PENG-0.9% +2.9%1d -6.5%7d SHECY-1.0% +0.8%1d -0.7%7d JCI-1.3% +0.7%1d -1.0%7d CMI-1.4% -0.4%1d -2.6%7d ROK-1.6% +0.5%1d 0.0%7d AMBA-1.7% +5.3%1d +7.8%7d SHLS-1.7% -1.9%1d +5.7%7d TSLA-2.1% -0.6%1d +4.9%7d 002050.SZ-2.2% +6.7%1d +11.7%7d 3105.TWO-2.2% 0.0%1d -3.0%7d 601689.SS-2.4% +5.7%1d +12.5%7d ON-2.5% -1.3%1d +0.3%7d NOVT-2.5% +3.0%1d +9.3%7d 6920.T-2.7% +2.1%1d -7.7%7d RRX-3.0% -0.5%1d -4.0%7d TEL-3.0% -0.2%1d -2.2%7d HUBB-3.4% +0.5%1d -2.8%7d NXT-3.6% +1.6%1d -1.4%7d CEG-4.0% -0.7%1d -6.6%7d PRLB-4.0% +1.5%1d -0.1%7d 4186.T-4.2% -0.9%1d -7.2%7d GFS-4.4% +2.4%1d -4.9%7d ENPH-4.5% +0.8%1d +3.2%7d 6954.T-4.5% -0.7%1d -6.7%7d CGNX-4.5% +1.7%1d +2.9%7d DLR-5.0% +0.8%1d -2.0%7d ENVX-5.1% +9.4%1d +12.1%7d 6146.T-5.7% -3.8%1d -8.5%7d 6141.T-6.1% -1.4%1d -4.5%7d GNRC-6.3% -0.6%1d -3.0%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d 3037.TWE-6.5% 0.0%1d -0.5%7d 7011.T-6.5% -2.0%1d -4.8%7d SIE.DE-6.6% -4.1%1d -5.5%7d TKR-7.1% +0.9%1d -2.7%7d 6762.T-7.1% -5.6%1d -10.8%7d 6471.T-7.2% -0.6%1d -5.2%7d PLAB-7.3% +0.9%1d +2.3%7d RSW.L-7.3% -3.7%1d -6.2%7d 2049.TW-7.6% 0.0%1d -3.9%7d EQIX-8.0% +0.3%1d -3.1%7d 6506.T-8.2% -0.3%1d -8.1%7d 6315.T-8.3% +0.1%1d -9.1%7d VECO-8.4% +2.2%1d -1.6%7d WRT1V.HE-8.9% -5.3%1d -4.5%7d AVGO-9.4% -0.5%1d -2.1%7d 7729.T-9.6% -3.1%1d -14.0%7d APH-9.9% +1.4%1d -6.6%7d ASML-9.9% +0.7%1d -4.3%7d CIEN-10.0% -0.7%1d -3.8%7d SYM-10.1% -2.7%1d +1.3%7d FCX-10.2% +0.9%1d -6.3%7d BWXT-10.3% -0.1%1d -7.2%7d FSLR-10.4% +0.4%1d -0.4%7d XPEV-10.5% +1.5%1d -0.2%7d QCOM-10.8% +1.8%1d +2.2%7d CLFD-10.8% +0.7%1d -6.0%7d ENTG-10.9% +4.8%1d -3.0%7d 6481.T-11.2% -1.9%1d -10.8%7d JBL-11.3% +2.5%1d -1.5%7d LASR-11.3% +0.7%1d +7.9%7d AGX-11.6% +0.2%1d -4.2%7d 8358.TWO-11.8% 0.0%1d -7.1%7d Q-11.8% +1.0%1d -4.8%7d ASX-11.9% +2.5%1d -2.1%7d MRVL-12.4% +2.3%1d +0.3%7d ORCL-12.7% +0.5%1d -1.6%7d SMTOY-13.1% -0.2%1d -9.4%7d CCJ-13.4% -0.4%1d -3.6%7d 2449.TW-13.7% 0.0%1d -4.5%7d 9880.HK-13.7% +6.7%1d +5.7%7d EME-13.8% -1.9%1d -10.3%7d PWR-13.9% -1.1%1d -13.5%7d MTSI-14.4% +2.8%1d -9.9%7d GEV-14.4% -1.5%1d -11.5%7d LBRT-14.7% +1.4%1d -6.1%7d CW-14.7% -2.0%1d -7.4%7d ANET-15.3% +0.8%1d -2.6%7d XMTR-15.4% -0.3%1d -2.2%7d CAT-15.4% -2.4%1d -6.0%7d WOLF-15.5% +1.3%1d -1.3%7d 6451.TW-15.6% 0.0%1d -3.6%7d NKT.CO-15.8% -4.0%1d -5.7%7d MPWR-15.9% -2.4%1d -5.8%7d AMD-15.9% +1.7%1d -2.3%7d STM-16.1% -0.2%1d -3.0%7d ENR.DE-16.2% -8.6%1d -7.7%7d 005380.KS-16.4% -2.0%1d -5.3%7d ETN-16.6% -0.8%1d -6.4%7d 6830.TW-16.7% 0.0%1d -6.7%7d AMS.SW-16.8% -6.8%1d -3.0%7d IFX.DE-17.1% -6.0%1d -4.9%7d ECG-17.5% -2.2%1d -13.4%7d CAMT-17.6% +1.4%1d -6.4%7d ABBNY-17.7% -1.4%1d -9.8%7d 2308.TW-17.9% 0.0%1d -4.6%7d MU-18.1% +2.5%1d -0.1%7d 5803.T-18.2% -1.0%1d -10.3%7d 6981.T-18.8% -2.4%1d -9.1%7d KLIC-18.9% +0.4%1d -6.3%7d AMSC-19.1% +0.4%1d -2.1%7d ALOY-19.3% +0.3%1d -3.2%7d LITE-19.3% +0.5%1d -8.3%7d ILU.AX-19.4% -4.4%1d -6.9%7d HSAI-19.5% +8.2%1d +5.7%7d 3665.TW-19.9% 0.0%1d -7.0%7d GLW-19.9% -0.2%1d -6.3%7d NEX.PA-19.9% -5.8%1d -9.7%7d SU.PA-20.1% -5.4%1d -8.6%7d AMAT-20.5% +0.4%1d -7.8%7d AIXA.DE-20.5% -9.8%1d -6.6%7d SMCI-20.5% -2.3%1d +4.1%7d TER-20.6% 0.0%1d -5.0%7d 6324.T-20.9% +0.4%1d -8.5%7d AOSL-20.9% -1.8%1d +0.7%7d 3363.TWO-21.3% 0.0%1d -4.7%7d MTZ-21.4% -0.3%1d -10.4%7d FN-21.4% -0.9%1d -13.4%7d POWL-21.6% +0.2%1d -8.6%7d MP-21.7% -0.7%1d -4.7%7d VRT-21.9% -0.7%1d -5.9%7d SMTC-22.1% +5.5%1d -3.5%7d SHA0.DE-22.2% -4.6%1d -3.5%7d 3436.T-22.5% -1.6%1d -13.2%7d KLAC-22.5% -1.5%1d -12.2%7d PRY.MI-22.6% -7.6%1d -8.8%7d NVT-23.0% -1.8%1d -11.7%7d NOK-23.4% +3.3%1d -10.9%7d UMC-23.5% +1.9%1d -4.7%7d 4979.TWO-23.7% 0.0%1d -13.5%7d CRDO-24.0% -9.5%1d -13.2%7d 005930.KS-24.5% +0.5%1d 0.0%7d SOI.PA-24.6% -9.8%1d -11.7%7d OUST-24.6% +6.1%1d +4.4%7d IQE.L-24.6% -1.8%1d -11.0%7d LYSDY-24.6% -2.3%1d -0.7%7d MXL-24.7% -2.8%1d -11.0%7d 2GB.DE-24.9% -4.3%1d -4.3%7d FORM-24.9% +3.7%1d -6.2%7d LRCX-25.1% 0.0%1d -12.8%7d BESIY-25.1% -7.5%1d -6.1%7d MKSI-25.2% +0.2%1d -8.5%7d 009150.KS-25.6% -2.0%1d -5.6%7d NEO.TO-26.2% -0.1%1d -6.5%7d FLNC-26.3% -1.9%1d -3.6%7d AMKRE-26.3% +0.6%1d -6.0%7d LPK.DE-26.5% -8.3%1d -12.8%7d 1888.HK-26.9% +2.4%1d -4.5%7d 688825.SS-26.9% +7.9%1d -4.8%7d TSEM-27.3% -0.1%1d -14.3%7d WDC-27.4% -3.0%1d +3.5%7d SKHY-27.6% +4.0%1d +0.4%7d CLSE-28.1% -3.4%1d -14.4%7d FIX-28.6% -9.3%1d -19.3%7d HGRAF-28.6% +7.9%1d +32.6%7d AXTI-28.6% +1.0%1d +1.2%7d ALAB-28.7% -0.3%1d -10.0%7d AIRJ-29.0% 0.0%1d -4.5%7d WAF.DE-29.0% -8.7%1d -9.9%7d INTC-29.1% +1.7%1d -3.2%7d NVTS-29.2% -1.3%1d +0.5%7d ONTO-29.6% 0.0%1d -10.0%7d BE-29.8% -11.2%1d -12.7%7d NBIS-29.9% -0.3%1d -4.1%7d POET-30.0% +2.4%1d +0.6%7d COHR-30.4% +0.7%1d -10.1%7d KOPN-30.6% +0.9%1d +2.7%7d STRL-30.6% -4.7%1d -16.3%7d 322310.KS-30.9% -1.8%1d -16.5%7d MOD-30.9% -1.4%1d -10.4%7d STX-31.8% -1.8%1d -1.3%7d FLEX-31.8% -0.2%1d -15.4%7d SNDK-31.9% -1.8%1d -4.7%7d OKLO-32.1% -2.4%1d -5.8%7d LEU-32.3% -1.6%1d -10.9%7d 3952.HK-32.5% +15.3%1d +6.4%7d 006260.KS-32.7% -2.7%1d -5.0%7d IPWR-32.8% -4.2%1d -8.4%7d AAOI-33.2% -0.8%1d -10.7%7d KULR-34.0% 0.0%1d -8.1%7d ASPI-35.2% -6.7%1d -8.9%7d FCEL-35.3% -4.1%1d -14.5%7d TTMI-36.3% +8.4%1d -14.7%7d 3308.HK-36.6% +4.2%1d -6.3%7d ARM-36.8% +0.1%1d -7.7%7d CRWV-37.6% -2.5%1d -11.7%7d VICR-37.8% -2.2%1d -8.1%7d SMR-38.0% 0.0%1d -7.7%7d FPS-39.3% -2.8%1d -23.6%7d SIVE.ST-40.0% -10.9%1d -10.0%7d HUT-40.2% -4.3%1d -9.6%7d TMC-40.3% -1.6%1d -5.8%7d FTCI-41.7% +1.4%1d -8.1%7d AEHR-43.2% -0.6%1d -8.7%7d TE-43.3% -0.9%1d -12.6%7d NJDCY-44.8% -3.9%1d -3.9%7d IREN-47.1% -2.4%1d -7.7%7d FRMI-47.1% -3.8%1d -19.3%7d EOSE-51.7% +1.2%1d -5.0%7d TRT-56.0% -2.3%1d +2.4%7d

Next earnings BWXT reports in 10 days Nov 2

Last report Aug 3

Reported the quarter ending 2026-06-30: revenue $902M, diluted EPS $0.97, net income $89M (SEC filing). Across the print the stock moved +2.2% (close before → first close after).

full note →

Against street estimates

How BWXT's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

8 most recent of 9 quarters · newest report Aug 3 · projection Oct 23

Result
Aug 3 1.041.07+2.7%Beat
May 4 0.931.12+21.0%Beat
Feb 23 0.881.08+22.2%Beat
Nov 3 '25 0.871.00+14.3%Beat
Aug 4 '25 0.791.02+28.7%Beat
May 5 '25 0.760.91+19.0%Beat
Feb 24 '25 0.820.92+12.6%Beat
Nov 4 '24 0.770.83+7.1%Beat

Recent news

Headlines about BWXT from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled today · Oct 23

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

BWXT research tape

37 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

sell BWXT — bench-signals-trail sell sell BWXT — bench-signals sell scan Defense Contractors — October 16, 2026 scan Defense Contractors — October 9, 2026 scan Defense Contractors — October 2, 2026
Types
Oct 22 Desk Move BWXT — bench-signals-trail sell
BWXT
Oct 22 Desk Move BWXT — bench-signals sell
BWXT
Oct 16 Scan Defense Contractors
LMTRTXNOCGDLHXBAITAPPA +4 more
Oct 9 Scan Defense Contractors
LMTRTXNOCGDLHXBAITAPPA +4 more
Oct 2 Scan Defense Contractors
LMTRTXNOCGDLHXBAITAPPA +4 more
Sep 25 Scan Defense Contractors
LMTRTXNOCGDLHXBAITAPPA +4 more
Sep 23 Scan Defense Contractors
LMTRTXNOCGDLHXBAITAPPA +4 more
Sep 18 Scan Defense Contractors
LMTRTXNOCGDLHXBAITAPPA +4 more
Sep 11 Scan Defense Contractors
LMTRTXNOCGDLHXBAITAPPA +4 more
Sep 4 Scan Defense Contractors
LMTRTXNOCGDLHXBAITAPPA +4 more
Aug 28 Scan Defense Contractors
LMTRTXNOCGDLHXBAITAPPA +4 more
Aug 22 Desk Move BWXT — bench-signals buy
BWXT
Aug 22 Scan Defense Contractors
LMTRTXNOCGDLHXBAITAPPA +4 more
Aug 14 Scan Defense Contractors — August 14, 2026 (Friday EOD)
LMTRTXNOCGDLHXBAITAPPA +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 8 Scan Defense Contractors — August 7, 2026 (Friday EOD)
LMTRTXNOCGDLHXBAITAPPA +4 more
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Aug 3 Catalyst BWXT earnings
BWXT
Jul 31 Scan Defense Contractors — July 31, 2026 (Friday EOD)
LMTRTXNOCGDLHXBAITAPPA +4 more
Jul 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 28 Scan Defense Contractors — July 28, 2026 (Tuesday EOD)
LMTRTXNOCGDLHXBAITAPPA +4 more
Jul 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 25 Scan Defense Contractors
LMTRTXNOCGDLHXBAITAPPA +4 more
Jul 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 17 Scan Defense Contractors
LMTRTXNOCGDLHXBAITAPPA +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 11 Scan Defense Contractors
LMTRTXNOCGDLHXBAITAPPA +4 more
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 7 Scan Defense Contractors
LMTRTXNOCGDLHXBAITAPPA +4 more
Jun 26 Scan Defense Contractors
LMTRTXNOCGDLHXBAITAPPA +3 more
Jun 25 Scan Defense Contractors Scan
LMTRTXNOCGDLHXBAITAPPA +3 more
Jun 20 Scan Defense Contractors Scan
LMTRTXNOCGDLHXBAITAPPA +3 more
Jun 16 Scan Defense Contractors Scan
LMTRTXNOCGDLHXBAITAPPA +3 more
Jun 5 Investigation Aschenbrenner research dossier — essay-mined lanes, the pair-trade put book, 13F track-record calibration, and cross-manager convergence
BESNDKCRWVIRENCORZAPLDRIOTCLSK#ai-power-bottleneck#memory-supercycle#optical-supercycle +4 more