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⚡ Today's Action — Jul 6
IBRX sBLA accepted — papillary NMIBCPERMANENT HOLD
15,500sh @$3.58. PDUFA Jan 6, 2027. NCCN 2026 includes ANKTIVA + BCG. Never trim, never sell on price.
MU record Q3 earnings — sell-the-news pullbackARM EXEMPTION
330sh @$1,094.22. $41.46B rev vs $35.85B est, Q4 guide $49–51B. Macro SOX selloff, not thesis. Weekly MA5 ~$1,000 stop, manual check.
ARM below cost on macro pullbackARM LESSON
550sh @$331.92, current below cost. Architecture monopoly intact. SOX-wide weakness, not company-specific. Reference stop $298.
Friday stop check — weekly close 3:55 PM NYWEEKLY
Active: IBRX $6.50 · MU MA5 manual ~$1,000 · ARM ref $298. BDTX: NO STOP — binary hold.
→ Next Catalysts — Jul–Q3 2026
TSMC Q2 earnings — mid-JulyMU CATALYST
CoWoS/HBM utilization data — direct read-through to MU thesis. Primary near-term catalyst.
BDTX EOP2 FDA meeting — ~Q3 2026BINARY
10,000sh @$1.93, no stop. Phase 3 go/no-go, not approval. Positive → $4–6 re-rating. Watch Servier BDTX-4933 milestone progression.
KYTX BLA completion — Q4 2026RE-ENTRY WATCH
Exited. Rolling BLA, Priority Review requested. Re-enter on completion + institutional volume confirmation.
STX / SNDK — post-parabolic, no entryWATCH
Both off ATH on AI-storage supercycle unwind. Wait for MA5 reclaim or institutional floor volume before entry.
🦋 Glasswing Research Protocol
Seeing through, not just at. The signal lives in the ecosystem, not the ticker.
Bigdata.com + Quiver · Layers 5 & 6 auto-powered
6 Layers — Always In This Order
1 · Company news
2 · Ecosystem / sector
3 · Regulatory calendar
4 · Macro overlay
5 · Insider · Bigdata + Quiver ⚡
6 · Short interest · Quiver ⚡
Quick FAIT — Portfolio
Quick FAIT — Watchlist
📅 Upcoming Catalyst Calendar
FridayWeekly stop check — IBRX $6.50 · MU MA5 manual ~$1,000 · ARM ref $298 · BDTX no stop
Mid-JulTSMC Q2 earnings — CoWoS/HBM utilization data. Direct MU thesis catalyst.
~Q3 2026BDTX EOP2 FDA meeting — Phase 3 go/no-go for silevertinib. Binary, no stop, 10,000sh @$1.93.
Q4 2026KYTX BLA completion — rolling SPS BLA, Priority Review requested. Re-entry watch candidate.
ANY DAYSTX / SNDK MA5 reclaim — post-parabolic correction. No entry until reclaim or floor volume confirmed.
Late 2026Servier BDTX-4933 milestone — Phase 1/2 progression could trigger non-dilutive cash payout for BDTX.
Mid-2027KYTX PDUFA — following Priority Review grant, if BLA accepted.
Jan 6, 2027IBRX PDUFA — papillary NMIBC sBLA. Permanent hold. Never trim before this date.
TMGDASH · Glasswing Research Protocol · Bottleneck Framework

Priority Master Watchlist

📅 Jul 6, 2026 7-Step Chart Framework ARM Lesson Active Dry Powder: $0

// Live prices via Moomoo OpenD. Stops: Friday weekly close 3:55 PM NY / ~4:00 AM KL Saturday.
// Min ticket $5,000. Never chase above entry zone. Thesis-broken ≠ price-broken. Use the notes fields below each stock.

Priority Summary Table
#TickerNowEntry ZoneStop12M TargetTierUpside
01IBRX—$3.58 ✅ INPERM HOLD$20–50+ PDUFA🟢 Core3–5×
02MU—$1,094.22 ✅ INMA5 ~$1,000$1,200–1,500🟢 Held20–40%
03ARM—$331.92 ✅ INRef $298$500–600🟢 Held60–90%
04BDTX—$1.93 ✅ INNO STOP$4–6 on EOP2🟢 Held2–3×
05KYTX—Watch re-entry—$12–13 on BLA⚪ Watch35–45%
06STX—Post-parabolic—MA5 reclaim first⚪ WatchTBD
07SNDK—Post-parabolic—MA5 reclaim first⚪ WatchTBD
Full Analysis — All Picks
Deployment Summary — Jul 6, 2026
$0 Dry Powder
StatusTickerSharesEntryStopCatalyst
✓ COREIBRX15,500$3.58PERMPDUFA Jan 6, 2027 — papillary NMIBC sBLA accepted. Never trim.
✓ INMU330$1,094.22MA5 ~$1,000Record Q3 earnings. TSMC Q2 mid-July next catalyst. ARM Exemption on stop.
✓ INARM550$331.92Ref $298Architecture royalty monopoly. Macro pullback, not thesis. ARM Lesson.
✓ INBDTX10,000$1.93NONEBelow cash floor. EOP2 FDA meeting ~Q3 2026 — binary, no stop.
Watchlist — Not Held
3 Candidates
StatusTickerTriggerNote
WATCHKYTXBLA completion + volumeExited. Rolling BLA completion Q4 2026. Re-entry candidate on institutional accumulation.
WATCHSTXMA5 reclaim ($913+)Post-parabolic off $1,144 ATH. HDD shortage thesis intact. No floor signal yet.
WATCHSNDKMA5 reclaim ($1,912+)Steepest correction in memory complex, off $2,354 ATH. NAND thesis intact.
The Bottleneck Filter
Before every position: "If this company disappeared tomorrow, who is paralyzed?" MU: no HBM → NVIDIA AI GPUs stop. IBRX: no ANKTIVA → no BCG-unresponsive NMIBC therapy. BDTX: no silevertinib → no oral CNS-penetrant exon-20 option. Every pick passes this test.
ARM Lesson (Hard Rule)
Never full-sell a moat business on technicals alone when a catalyst is pending within 6 months or weakness is macro-driven. Always ask: "Is the business broken, or just the price?" MU record earnings + SOX selloff = price soft, thesis intact. ARM below cost on macro = same rule applies.
Stop Discipline
Stops evaluated Friday weekly close (3:55 PM NY / ~4:00 AM KL Saturday). Manual monitoring — no GTC intraday for MU (manual MA5). Min ticket $5,000. BDTX has NO STOP — binary hold, size reflects full conviction.
Volume Is The Signal
When institutional volume is 3–5× ADV at a base price in a bottleneck industry, the volume IS the signal. Step 3 and Step 6 of the 7-step framework take precedence over any analyst rating. STX/SNDK currently show distribution volume post-parabolic — no entry until floor volume confirms.