WEEKLY IC SUMMARY • May 03, 2026

Weekly IC Summary - 2026-05-03

Two high-conviction ADD recommendations this week: LLY upgraded on breakthrough retatrutide Phase 3 data showing 37-pound average weight loss, and FXY on Japan's catalytic leadership change triggering yen revaluation.

GENERATED: May 03, 2026 | 18:37 UTC • 3 hours ago
Executive Summary
  • Two high-conviction ADD recommendations this week: LLY upgraded on breakthrough retatrutide Phase 3 data showing 37-pound average weight loss, and FXY on Japan's catalytic leadership change triggering yen revaluation.
  • Multiple HOLD ratings reflect strong fundamentals but valuation/technical concerns across mega-cap tech (GOOGL, MSFT, META) amid persistent insider selling.
  • WDAY receives REDUCE rating as heavy insider selling validates platform disruption risk from AI-native competitors.
  • Portfolio expansion focused on transformational healthcare breakthrough (LLY) and macro catalyst trade (FXY) while maintaining defensive posture in overvalued tech.
Portfolio State
New ADDs Locked
Holds Maintained Locked
Conviction Upgrades Locked
Conviction Downgrades Locked
Worsening Risk Locked
Portfolio notes available for members.
Recommendations
XXXX Locked
Why Now
Member access required
Key Risk
Member access required
Invalidation
Member access required
XXXX Locked
Why Now
Member access required
Key Risk
Member access required
Invalidation
Member access required
...and 7 more Recommendations
Action Changes
  • Member access required
  • Member access required
  • Member access required
...and 5 more Action Changes
Watchlist

No watchlist items provided.

Unlock Weekly IC Summary

Get full conviction changes, risk signals, and portfolio adjustments.

One click with SSO. Takes seconds.

Email sign-in is temporarily unavailable. Continue with Google or Microsoft.