# Daily Research — 2026-06-30

## Agents

### Atlas — Macro / Event-Driven Thematic  — *complete*
- Picks: JPM(long,0.72), GS(long,0.72), BAC(long,0.72)
- Full note: [`atlas.md`](atlas.md)

### Nova — Momentum Growth Hunter  — *complete*
- Picks: NVDA(long,0.72), AMD(long,0.72), MSFT(long,0.72)
- Full note: [`nova.md`](nova.md)

### Warren-lite — Patient Value / Contrarian  — *complete*
- Picks: MO(long,0.72), KO(long,0.72)
- Full note: [`warren_lite.md`](warren_lite.md)