Names that move as a basket.

[Stage 1 PRIORITIZE] Outpacing SGMT in same biotech-precision theme (+57pp vs +51pp, momentum top 1%); fresh untested name — Stage 2 should decide whether to add or rotate from SGMT.

Pure-play next-gen Dupixent disruptor with half-life-extended IL-13/IL-4Rα/OX40L antibodies; APG777 Part B dose-optimization data in atopic dermatitis is the next binary. DORMANT — framework-ready, not actively in play without fresh price…

AVNS agreed 2026-04-14 to go private at $1.272B all-cash to American Industrial Partners — narrative is DEAD and replaced by merger-arb pin. No momentum trade here; tape will flatline into close. Skip for our playbook.

[Stage 1 DEFER] Biotech archetype-5 binary catalyst with 5/15 extended-FU Phase 3 conference call ~2 trading days out — hard earnings-blackout rule applies, no fresh entries within 3 TD of binary.

Single-asset pediatric-oncology binary: Ojemda (tovorafenib) ramp + FIREFLY-2 front-line pLGG P3 is the whole story. DORMANT tape, no fresh catalyst inside 30d other than ~2026-05-07/14 Q1 print and ASCO 2026 abstract drop — not a…

Pre-revenue long-acting psoriasis biologic story with 6 sell-side upgrades in 9 days (Apr 6–15 2026) and zero corroborating filings — textbook pre-offering setup, not a clean narrative leg. Wait for either an S-3 print (thesis kill) or a…

RAP-219 Phase 2a FOS data (77.8% median seizure reduction, Dec 2025) pulled Phase 3 forward to Q2 2026 and drove a 5× rally to $39.71; AAN 8-wk follow-up podium on 2026-04-21 is a binary inside 24h, and current price is 6% below 52-wk high…

Binary-catalyst precision oncology setup into ASCO 2026 abstract titles (2026-05-23) and Q1 print (~2026-05-07). Split sell-side ($18 Jones Hold vs. $21 Barclays OW) = undecided market; RLY-2608 PI3Kα breast cancer data is the only thing…

Post-blowup CNS microcap in dead zone — no dated Phase 2b Sepranolone or RELIGHT readout inside 30 days. Only near-term event is the ~2026-05-15 Q1 10-Q, which is an ATM/runway reveal, not a thesis-igniter. DORMANT: watchlist only, no…

New position, not held. Rules 1/2/4/5/6 fire on momentum (rank 35/3824, +45pp vs SPX 20d, 1.76x vol, RSI 70.8, StockTwits +193% 3d/14d) and theme is ACCELERATING, but dossier discipline is explicit: archetype-5 single-asset binary on…

Binary PRMT5i catalyst: TNG462 AACR 2026 poster drops between Apr 25–30 (abstracts Apr 21–23), repricing the stock ±30–60% in one session. No tape confirmation, no pre-data accumulation signal validated — stays DORMANT/LOW until structure…

FILSPARI FSGS approval fired 2026-04-14 with 6 same-day PT hikes ($44–$56); T+8 sessions into post-binary drift window. DORMANT until either a weekly close above 2026-04-14 gap-high on >1.5x volume (breakout entry) OR Q1 print…

Picks-and-shovels AI-packaging play (#2 global OSAT, Arizona CHIPS-Act fab + Apple multi-year deal) but narrative is MATURING not accelerating, OSAT margin structure caps re-rating, and Q1 '26 earnings are inside the 3–10 trading-day…

Power-discrete AI-content second-derivative play; B. Riley PT raise to $25 (2026-04-13) + two-session momentum tape (2026-04-14, 2026-04-20) = narrative discovery phase into FY26 Q3 print (~2026-05-06). Binary on earnings; no confirmed AI…

Semicap subsystem proxy on 2026 WFE re-acceleration; B. Riley PT $75 (2026-04-13) flags sell-side building conviction, but LRCX print 2026-04-24 is the read-through bomb and ICHR's own Q1 (~2026-05-07) is a hard binary. DORMANT until one…

[Stage 1 WATCH] RSI 88.7 extreme, no theme, no dossier, +107pp vs SPX on first sighting — no cluster context, no fundamental tether; classic late-stage blowoff trap.

Second-derivative recovery: broadband CPE trough + AsterionX 800G optical DSP optionality into AI backplanes. Binary on Q1 FY26 print (~2026-04-28). Pre-earnings, within 3-day blackout window — no fresh entry.

[Stage 1 WATCH] 2x leveraged NVDA — correlated duplicate; if the synthesis approves NVDA exposure, take it via NVDA/TSM not levered ETF in NEUTRAL regime.

[Stage 1 WATCH] EMS chip-adjacent post-Q2 beat, RSI 83 parabolic, no dossier — cluster covered by larger names

[Stage 1 DEFER] Q3 FY26 earnings ~4/29 (1 trading day), RSI 78.2 extreme, sell-side now chasing ($582→$595→$605 in 14d) = late-cycle distribution setup; dossier mandates DEFER through print.

Semicap-test pure-play with clustered analyst PT raises ($400–$415) into a binary Q1 print window ~2026-04-22 to 2026-04-24. DORMANT in the 72h earnings blackout; post-print reaction bar decides if this goes ACTIVE long or gets skipped on…

Pure-play HDD picks-and-shovels leg of AI data-infra; sell-side drift up (Citi $405, MS $380) into fiscal Q3 print ~2026-04-29/05-01. Stock is in the Hormuz-rally cohort so materially extended — the print + MSFT/META/AMZN capex guides in…

Dormant micro-cap civil contractor just printed a $24M data-center contract (2026-04-09) and got tagged into the M&A/activism/special-sits basket — potential picks-and-shovels + special-sits double-catalyst, but ticker-to-entity mapping,…

Post-fraud holding co (Lugano Diamonds accounting scandal, dividend suspended). Narrative is DEAD, not accelerating. B. Riley Neutral / $10.50 PT on 2026-04-07 caps upside. No momentum setup — SKIP for narrative-momentum book until a clean…

Regional-bank M&A + rate-cut steepener narrative accelerating under Trump-Bessent OCC; DPST is the 3x leveraged rental on KRE. Q1 regional bank earnings (Apr 22–25) and 2026-05-07 FOMC are the binary catalysts. Decay-prone vehicle — 1–4…

Busted-merger special-sits: Omni deal over-levered FWRD, activists (Ancora, Irenic) forced strategic review, but 18 months on no deal has closed and Stifel just *cut* PT to $30 on 2026-04-16. Narrative velocity is negative, not…

Post-earnings (2026-04-14) digestion still unresolved without price refresh. LOVE only matters as an a6 squeeze on a beat+raise tape against a graveyard furniture sub-sector, or as a deferred a5 pullback retest. Binary catalyst window…

Beaten-down premium resort-wear holdco (Tommy Bahama, Lilly Pulitzer) in a multi-quarter declining-comp tape. "Consumer-reopening" theme is 4+ years stale; narrative velocity is zero. Classic value-trap silhouette — cheap multiple plus…

DORMANT / avoid-long into Q1 FY26 print. LVMH 2026-04-13 miss (€19.12B vs €19.49B est) plus "fall off a cliff Q2" sell-side piece put mid-tier apparel in the crosshairs. No PVH-specific catalyst within 30d; binary is the…

Two-activist special sit: Forager $4.80 non-binding cash bid (2026-04-17) + Veradace open letter (2026-04-09) pressing RPAY to abandon KUBRA deal and sell. Poison pill adopted 2026-04-14. Binary arb setup — topped bid to $5.25+ vs…

Asset-light freight broker sitting at the intersection of (a) late-stage freight recession inflection and (b) consolidation/activist chatter post-Coyote integration; Q1 print (~2026-05-06) is the binary — either gross margin expansion…

[Stage 1 WATCH] MEMS-timing picks-and-shovels Stifel $500 PT; RSI 76.6 extended, top 0.3% momentum but cluster covered by GFS/ARM PRIORITIZE picks

Biogen-deal re-rating (2026-04-06) already digested; Wells Fargo Equal-Weight at $41 PT (2026-04-17) caps upside. Next impulse is binary on ~2026-05-06 Q1 print — Syfovre net revs + Empaveli C3G ramp. MATURING, not ACCELERATING. Watch-only.

Single-asset biotech binary riding a 5-day-old Goldman initiation (Buy, $40 PT, 2026-04-17). Soquelitinib Phase 1 oral-AD readout ~2026-05-12 is the whole trade. No confirming sell-side yet, no pullback. Watch, don't buy — chase risk is…

RAS-pipeline binary catalyst. ERAS-0015 Ph1 readout narrowed to mid-May 2026 (PR 2026-04-21) stacks with AACR posters 2026-04-25 to 04-30, but the 2026-04-13 -11.52% circuit-breaker halt remains unexplained 9 sessions later. No edge to…

Broken-chart specialty GI biotech — Linzess royalty bleeding from Part D redesign, apraglutide SBS-IF PDUFA is the only narrative leg. Binary catalyst, not momentum. SKIP until fresh price structure or positive FDA signal re-fires the tape.

Pure merger-arb, narrative-dead. NBIX $53.00 cash deal announced 2026-04-06; 5 sell-side desks collapsed PTs to exactly $53 within 8 trading days. Sub-1% spread vs -35% break tail — wrong archetype for narrative-momentum book. Skip unless…

Post-offering digestion at $13.00 anchor ahead of mid-2026 Phase 2b RIVER topline (chronic cough in IPF). Dilution overhang priced in but no clean base yet — DORMANT pending 3 closes above $13.50 on fading volume. Archetype-5 binary,…

Post-COVID biotech pivot — VIR-5500 Phase 1 (PSMA dual-masked TCE) first patient dosed 2026-04-13; AACR 2026-04-25→30 posters and Q1 2026 earnings (~early May) are the next binary inflections. DORMANT until first-cohort safety disclosure…

Post-ADVA legacy pivot + BEAD-fiber tailwind. Evercore's 2026-04-14 Outperform/$18 is the first constructive major-broker note in two years, but the trade is binary on the ~2026-05-07 Q1 print — need GM% ≥34% and book-to-bill >1.0 to…

Sell-side narrative just fractured: Sidoti downgrade to $24 on 2026-04-20 directly contradicts Mizuho's $27 raise from 2026-04-14. Mixed-signal regime into Q1 print (~2026-05-07) kills directional edge — DORMANT, no entry pre-earnings.

Post-Windstream merger fiber REIT with 47% analyst PT spread (RBC $7.50 vs Barclays $11, both mid-April 2026). Archetype-5 binary: Q1 2026 print ~May 6–9 is the only thing that matters. DORMANT until that tape resolves deleveraging pace…

[Stage 1 WATCH] T&M laggard sleeve already +25% post-Q3 beat with 4 PT raises; archive shows 5+ consecutive DEFER sessions, GLW/COHR carry the optical cluster cleanly. Consistency is edge.

Archetype-6 squeeze vehicle in a whipsaw range: 2026-04-22 surge follows a -8% day and a failed 2026-04-17 CEO-hype rally. No retail-flow confirmation, no GME co-move. Earnings ~2026-05-05 is binary with a dilution tail. Default SKIP; only…

Caleres is a tired low-multiple footwear name with no accelerating narrative leg right now — only a speculative "consumer reopening" thread and a binary Q1 print (~late May). Probe-only name unless the print re-rates the brand portfolio…

Small-cap specialty footwear (Journeys/J&M/Schuh) with a stale reopening tag and no accelerating narrative. Only reason to engage is a binary Q1 FY27 print (~late May 2026) with Journeys comp as the swing variable — otherwise dead tape.

CAR-sympathy squeeze setup has cooled into an earnings-binary window: Q1 2026 print ~2026-05-01 is now 5–7 trading days out, theme tagged MATURING, no fresh catalyst. Stay flat; this is a DEFER-into-blackout, not a fresh probe.

Distressed legacy carrier: CEO forced to publicly deny bankruptcy (2026-04-20 Bloomberg) while Spirit teeters and Duffy teases airline M&A. Binary Q1 print in ~1-2 weeks decides whether this becomes a Spirit-exit + takeout squeeze or a…

Broken-IPO turnaround with zero narrative acceleration — 4 straight YoY-decline quarters, TikTok brand damage persisting, K18/private-label stealing shelf. New CEO Baldwin 2 years in, no inflection printed. DORMANT until Q1 2026…

Eligible on paper (rank 6/3824, +61pp vs SPX 20d, RSI 62, WSB velocity +250%, short interest 32.8%) but the dossier is unambiguous: this is a micro-cap binary ~15 calendar days from the 2026-05-07 Q1 print that must quantify the Medicare…

2x-leveraged AMD wrapper sitting on an 11-day parabolic run (longest since 2005) into a binary Q1 print on 2026-04-30. Narrative real (MI400/OpenAI/Meta) but every beginner-trap flag is on: RSI>75, 18% stretched above 20-EMA underlying,…

Gold-producer re-rate on $3,200+ spot + Era Dorada growth leg, but 2026-04-14 CAPEX hike to $386–463M (+65% mid) is an overhang into Q1 print (~2026-05-13). Probe only — wait for AISC and FCF guide.

2x daily-leveraged ETF on Broadcom (AVGO), not a stock. Custom-silicon hyperscaler-ASIC narrative is MATURING (AVGX +195% TTM). Only a tactical tool for short-window catalyst trades into AVGO Q2 FY26 print (~2026-06-05 est.). Leveraged-ETF…

Unidentified small-cap in commodity-materials basket; likely Avalon Advanced Materials (TSX:AVL) rare-earth/lithium play, but ticker-specific data (price, ADV, filings, catalysts) still absent as of 2026-04-20. DORMANT until first verified…

[Stage 1 PRIORITIZE] Critical-minerals cluster confirm with held MP: Canadian C$145M govt convertible + IRR raise, theme ACCEL 0.88, Stocktwits +172%, RSI 63.5 healthy, no dossier yet — clean LOW-probe candidate.

Rare limit-up halt +9.30% on 2026-04-15 after Citi PT raise to $12.50 (2026-04-14) flipped NEXA from high-cost zinc laggard to Aripuanã-ramp + copper-optionality play. Binary Q1 production report due ~2026-04-28 to 2026-05-02 is the only…

HBM probe-card picks-and-shovels play into ~2026-05-06 Q1 print. Street PTs raised to $125/$130 (Cantor/B. Riley Apr 2026) but B. Riley simultaneously downgraded to Neutral — re-rate done, guide is the binary. Dormant, no entry without…

Semicap-test pure-play with clustered analyst PT raises ($400–$415) into a binary Q1 print window ~2026-04-22 to 2026-04-24. DORMANT in the 72h earnings blackout; post-print reaction bar decides if this goes ACTIVE long or gets skipped on…

Second-order semicap play on LRCX/AMAT WFE spend (~70% customer concentration). Thesis is structurally intact (HBM capex, Products GM recovery) but tactically locked out — LRCX prints 2026-04-23 AMC and UCTT prints ~2026-04-29, both inside…

BNPL narrative MATURING into consumer-credit stress cycle; Citizens cut PT to $85 on 2026-04-17 signaling sell-side decelerating. Next binary is Q3 FY26 print ~2026-05-08 — GMV growth and 30+ delinquency rate decide whether this is a fresh…

StoneX is a quiet legacy FCM/brokerage compounder with thin digital-asset optionality; no accelerating narrative right now and bearish 2026-04-16 "stocks to dump" mention. DORMANT — no fresh entry thesis into ~2026-05-07 fiscal-Q2 print.

AMZU = Direxion Daily AMZN Bull 2X leveraged ETF. Thesis is just "2x-expression of AMZN's AI/AWS narrative into the Q1 2026 print (~late-April/early-May)". Theme-tag "M&A/activism/special-sits" is a discovery-engine mis-label — flag and…

No trade — complete data vacuum. AMZZ tagged into m-and-a-activism-special-sits bucket on 2026-04-20 but zero headlines, zero filings, zero price context. Dormant until a 13D, definitive merger agreement, or tender offer surfaces.…

[Stage 1 DEFER] Earnings tonight 4/29 AMC — inside earnings blackout; theme MATURING (AI Mag-7 platforms); RSI 74 extended on momentum-only setup with empty dossier.

Dormant legacy shell with two live binaries: ~$530M KRIP pension reversion (H1 2026) and Rochester REE/pharma pivot. Q1 2026 print ~2026-05-08 is the window — blackout kicks in ~2026-05-05. Narrative is NOT accelerating on KODK…

Small-cap workforce-housing re-rate setup: two Street PT hikes in 72h (Stifel $15 2026-04-06, Oppenheimer $18 2026-04-09) front-running a contract-award or Q1 beat. Binary catalyst — ~2026-05-07 Q1 print + any 8-K contract headline is the…

[Stage 1 WATCH] Space-satellite private-exposure SPAC, no dossier body, Stocktwits +164% — RKLB is the cleaner cluster expression with actual dossier and post-Q1 binary cleared.

Satellite-comms regulatory tailwind (FCC spectrum-sharing 7x capacity) + bullish $40 call sweep into Q1 earnings 2026-04-23 BMO. Binary print in 3 trading days = DEFER; fresh entry only on post-earnings reaction, not pre-print.

Ticker "RPI" does not resolve to a live US-listed equity as of 2026-04-20 — legacy Roper Industries symbol (now ROP) and no viable successor. Zero price, news, filings. Not tradable; archive unless Christoph reconfirms the intended name.

No tradeable narrative. SIVEF remains an unresolved F-suffix OTC ticker from 2026-04-18 Serenity seed — issuer still not mapped to a US-tradable equity after one week. Research-blocked; do not size.

Dormant micro-cap civil contractor just printed a $24M data-center contract (2026-04-09) and got tagged into the M&A/activism/special-sits basket — potential picks-and-shovels + special-sits double-catalyst, but ticker-to-entity mapping,…

Sell-side narrative just fractured: Sidoti downgrade to $24 on 2026-04-20 directly contradicts Mizuho's $27 raise from 2026-04-14. Mixed-signal regime into Q1 print (~2026-05-07) kills directional edge — DORMANT, no entry pre-earnings.

ALRIB = Riber S.A. (EPA:ALRIB), French MBE tool maker. ROSIE silicon-photonics/BTO platform narrative accelerating (+270% 6mo, US + Japan orders Sep-25/Jan-26), BUT no US ADR/OTC → untradable on Alpaca. Use as theme card for US cousins…

Korea-ceasefire re-rating + AI-telco (Anthropic-backed "A." assistant) narrative in play, but SKM is a 0.4-beta dividend telecom — wrong vehicle for narrative-momentum book. EWY is the cleaner expression. Watchlist only; Q1 print…

Ticker "RPI" does not resolve to a live US-listed equity as of 2026-04-20 — legacy Roper Industries symbol (now ROP) and no viable successor. Zero price, news, filings. Not tradable; archive unless Christoph reconfirms the intended name.

Scheme-of-arrangement casualty. Gold Fields A$3.40 offer for ASX:GOR recommended 2025-05-05, targeted H2 2025 close. Absence of any 2026 news/filings/price signals the ticker is dead. Untradeable placeholder until ASX:GOR listing status is…

[Stage 1 PRIORITIZE] NEW autonomous theme ACCEL conf 0.72 — McLane Berkshire-Hathaway driverless freight live in TX, Needham $13 PT, RSI 82 parabolic but fresh structural catalyst

Broken-chart specialty-healthcare rehab story. UBS reiterated Buy + PT $31 on 2026-04-17, but single-analyst blip vs. multi-quarter downtrend + unresolved DOJ overhang. No narrative velocity — DORMANT. Wait for weekly 20-EMA reclaim on…

Post-blowup CNS microcap in dead zone — no dated Phase 2b Sepranolone or RELIGHT readout inside 30 days. Only near-term event is the ~2026-05-15 Q1 10-Q, which is an ATM/runway reveal, not a thesis-igniter. DORMANT: watchlist only, no…

Post-COVID biotech pivot — VIR-5500 Phase 1 (PSMA dual-masked TCE) first patient dosed 2026-04-13; AACR 2026-04-25→30 posters and Q1 2026 earnings (~early May) are the next binary inflections. DORMANT until first-cohort safety disclosure…

Post-blowup CNS microcap in dead zone — no dated Phase 2b Sepranolone or RELIGHT readout inside 30 days. Only near-term event is the ~2026-05-15 Q1 10-Q, which is an ATM/runway reveal, not a thesis-igniter. DORMANT: watchlist only, no…

Sub-$2 ethanol / specialty-alcohol washout with DEAD narrative — no flow, no re-rating, no retail velocity. Strictly archetype-5 binary on the ~2026-05-07 Q1 print or an intra-quarter 8-K step-function (Pekin sale, JV, refi). 3-day…

ALRIB = Riber S.A. (EPA:ALRIB), French MBE tool maker. ROSIE silicon-photonics/BTO platform narrative accelerating (+270% 6mo, US + Japan orders Sep-25/Jan-26), BUT no US ADR/OTC → untradable on Alpaca. Use as theme card for US cousins…

Sub-$2 ethanol / specialty-alcohol washout with DEAD narrative — no flow, no re-rating, no retail velocity. Strictly archetype-5 binary on the ~2026-05-07 Q1 print or an intra-quarter 8-K step-function (Pekin sale, JV, refi). 3-day…

Scheme-of-arrangement casualty. Gold Fields A$3.40 offer for ASX:GOR recommended 2025-05-05, targeted H2 2025 close. Absence of any 2026 news/filings/price signals the ticker is dead. Untradeable placeholder until ASX:GOR listing status is…

Broken-chart specialty-healthcare rehab story. UBS reiterated Buy + PT $31 on 2026-04-17, but single-analyst blip vs. multi-quarter downtrend + unresolved DOJ overhang. No narrative velocity — DORMANT. Wait for weekly 20-EMA reclaim on…

Sub-$2 ethanol / specialty-alcohol washout with DEAD narrative — no flow, no re-rating, no retail velocity. Strictly archetype-5 binary on the ~2026-05-07 Q1 print or an intra-quarter 8-K step-function (Pekin sale, JV, refi). 3-day…

Scheme-of-arrangement casualty. Gold Fields A$3.40 offer for ASX:GOR recommended 2025-05-05, targeted H2 2025 close. Absence of any 2026 news/filings/price signals the ticker is dead. Untradeable placeholder until ASX:GOR listing status is…

Second-order semicap play on LRCX/AMAT WFE spend (~70% customer concentration). Thesis is structurally intact (HBM capex, Products GM recovery) but tactically locked out — LRCX prints 2026-04-23 AMC and UCTT prints ~2026-04-29, both inside…

Semicap-test pure-play with clustered analyst PT raises ($400–$415) into a binary Q1 print window ~2026-04-22 to 2026-04-24. DORMANT in the 72h earnings blackout; post-print reaction bar decides if this goes ACTIVE long or gets skipped on…

3x leveraged biotech ETF (tracks XBI basket). Sector has been DORMANT for 3 years; setup requires XBI to break 50-day high on volume + dovish Fed + M&A acceleration off the patent-cliff. Without that ignition, LABU just bleeds from…

Korea-ceasefire re-rating + AI-telco (Anthropic-backed "A." assistant) narrative in play, but SKM is a 0.4-beta dividend telecom — wrong vehicle for narrative-momentum book. EWY is the cleaner expression. Watchlist only; Q1 print…

Korea-ceasefire re-rating + AI-telco (Anthropic-backed "A." assistant) narrative in play, but SKM is a 0.4-beta dividend telecom — wrong vehicle for narrative-momentum book. EWY is the cleaner expression. Watchlist only; Q1 print…

[Stage 1 WATCH] 3x leveraged Nasdaq ETF; rule 10 fails on attention flat + chip cluster covered by direct names; decay risk

ALRIB = Riber S.A. (EPA:ALRIB), French MBE tool maker. ROSIE silicon-photonics/BTO platform narrative accelerating (+270% 6mo, US + Japan orders Sep-25/Jan-26), BUT no US ADR/OTC → untradable on Alpaca. Use as theme card for US cousins…

Dormant micro-cap civil contractor just printed a $24M data-center contract (2026-04-09) and got tagged into the M&A/activism/special-sits basket — potential picks-and-shovels + special-sits double-catalyst, but ticker-to-entity mapping,…

Post-COVID biotech pivot — VIR-5500 Phase 1 (PSMA dual-masked TCE) first patient dosed 2026-04-13; AACR 2026-04-25→30 posters and Q1 2026 earnings (~early May) are the next binary inflections. DORMANT until first-cohort safety disclosure…

No tradeable narrative. SIVEF remains an unresolved F-suffix OTC ticker from 2026-04-18 Serenity seed — issuer still not mapped to a US-tradable equity after one week. Research-blocked; do not size.

Single-asset pediatric-oncology binary: Ojemda (tovorafenib) ramp + FIREFLY-2 front-line pLGG P3 is the whole story. DORMANT tape, no fresh catalyst inside 30d other than ~2026-05-07/14 Q1 print and ASCO 2026 abstract drop — not a…

ALRIB = Riber S.A. (EPA:ALRIB), French MBE tool maker. ROSIE silicon-photonics/BTO platform narrative accelerating (+270% 6mo, US + Japan orders Sep-25/Jan-26), BUT no US ADR/OTC → untradable on Alpaca. Use as theme card for US cousins…

ALRIB = Riber S.A. (EPA:ALRIB), French MBE tool maker. ROSIE silicon-photonics/BTO platform narrative accelerating (+270% 6mo, US + Japan orders Sep-25/Jan-26), BUT no US ADR/OTC → untradable on Alpaca. Use as theme card for US cousins…

No tradeable narrative. SIVEF remains an unresolved F-suffix OTC ticker from 2026-04-18 Serenity seed — issuer still not mapped to a US-tradable equity after one week. Research-blocked; do not size.

Scheme-of-arrangement casualty. Gold Fields A$3.40 offer for ASX:GOR recommended 2025-05-05, targeted H2 2025 close. Absence of any 2026 news/filings/price signals the ticker is dead. Untradeable placeholder until ASX:GOR listing status is…

No tradeable narrative. SIVEF remains an unresolved F-suffix OTC ticker from 2026-04-18 Serenity seed — issuer still not mapped to a US-tradable equity after one week. Research-blocked; do not size.

ALRIB = Riber S.A. (EPA:ALRIB), French MBE tool maker. ROSIE silicon-photonics/BTO platform narrative accelerating (+270% 6mo, US + Japan orders Sep-25/Jan-26), BUT no US ADR/OTC → untradable on Alpaca. Use as theme card for US cousins…

Single-asset pediatric-oncology binary: Ojemda (tovorafenib) ramp + FIREFLY-2 front-line pLGG P3 is the whole story. DORMANT tape, no fresh catalyst inside 30d other than ~2026-05-07/14 Q1 print and ASCO 2026 abstract drop — not a…

Sell-side narrative just fractured: Sidoti downgrade to $24 on 2026-04-20 directly contradicts Mizuho's $27 raise from 2026-04-14. Mixed-signal regime into Q1 print (~2026-05-07) kills directional edge — DORMANT, no entry pre-earnings.

Sub-$2 ethanol / specialty-alcohol washout with DEAD narrative — no flow, no re-rating, no retail velocity. Strictly archetype-5 binary on the ~2026-05-07 Q1 print or an intra-quarter 8-K step-function (Pekin sale, JV, refi). 3-day…

Broken-chart specialty-healthcare rehab story. UBS reiterated Buy + PT $31 on 2026-04-17, but single-analyst blip vs. multi-quarter downtrend + unresolved DOJ overhang. No narrative velocity — DORMANT. Wait for weekly 20-EMA reclaim on…

Sub-$2 ethanol / specialty-alcohol washout with DEAD narrative — no flow, no re-rating, no retail velocity. Strictly archetype-5 binary on the ~2026-05-07 Q1 print or an intra-quarter 8-K step-function (Pekin sale, JV, refi). 3-day…

Post-COVID biotech pivot — VIR-5500 Phase 1 (PSMA dual-masked TCE) first patient dosed 2026-04-13; AACR 2026-04-25→30 posters and Q1 2026 earnings (~early May) are the next binary inflections. DORMANT until first-cohort safety disclosure…

Second-order semicap play on LRCX/AMAT WFE spend (~70% customer concentration). Thesis is structurally intact (HBM capex, Products GM recovery) but tactically locked out — LRCX prints 2026-04-23 AMC and UCTT prints ~2026-04-29, both inside…