{
  "version": "https://jsonfeed.org/version/1.1",
  "title": "algo2alpha — The Learning Investor — Berkshire Mirror",
  "home_page_url": "https://www.algo2alpha.com/p/usbh/",
  "feed_url": "https://www.algo2alpha.com/p/usbh/feed.json",
  "description": "Redacted end-of-day decision records for Berkshire Mirror.",
  "authors": [
    {
      "name": "Boon Sing Thia"
    }
  ],
  "items": [
    {
      "id": "usbh-2026-07-31",
      "url": "https://www.algo2alpha.com/p/usbh/2026-07-31/",
      "title": "Berkshire Mirror — 2026-07-31",
      "summary": "EOD 2026-07-31",
      "content_text": "## USBH End-of-Day Verdict — 2026-07-31\n\nEOD 2026-07-31\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| NYT | New York Times Co Cl A | 74.89 | SELL 30% | 74.89 | 70.39 | n/a | n/a | 71.34 (-4.7%) | Trimming a quarter-turn out of The New York Times because the position has reached its 12-week objective and the model's forward view has gone negative: the 12-week estimate of now sits 4.7% BELOW the close, so the remaining reward no longer justifies the full stake. This is a valuation-neutral, discipline-driven profit-take on a high-quality holding (F-Score 9, #2 quality rank in the book), not a change of view on the business - we keep 70% of the position. We are taking the minimum tier rather than a deeper cut because the engine's forward read on this name has been unreliable and no Q2 date is confirmed. ADR-0012: armed on T12_Progress 104.98 + tick (c) dead 12wk. Tick (b) (cv DISCOUNTED - NoTrade rows print cv0 structurally, not as a graded decline (see OXY 69-0-68, CVX 79-0-60, SIRI 100-0-60). Only 1 genuine tick -> profit_take_1 = 30%. Cell NoTrade/sell -5 (n=10, hit.25) and the 07-23 NYT NoTrade 50% graded a bad sell (missed +10.72% 1wk) both argue for the minimum tier. Unconfirmed Q2 catalyst treated as live: cap, do not extend. 12wk exceeds DCF anchor 68.16 - projection assumes growth beyond priced-in. Keep stop 70.39. |\n| GOOGL | Alphabet Inc Cl A | 356.13 | NO ACTION | 356.13 | 329.02 | n/a | n/a | 301.01 (-15.5%) | Overriding the model's sell signal on Alphabet and holding the full position. The signal fired on the very session the shares rallied 6.7% off a blowout quarter - revenue up 24% to, earnings of a share against expected, and Google Cloud up 82% with a backlog. The brief dip that preceded it was a reaction to raised AI capex guidance, not to the business, and that concern is already reversing. With the stock 1% below our cost there is no profit to bank and no loss to stop; we raise the trailing stop to and stay long. TECHNICAL DETAIL: the sell is ONE print deep (NO TRADE cv0 x3 -> SELL) and internally contradictory - its own pillars read Trend 69 / Momentum 67 / Mostly_Aligned and its Stop_Price 329.02 prints BELOW spot (same long-side-stop artifact flagged on AXP 07-30, 3rd occurrence). Close 356.13 (+6.73%) reclaimed VWAP (-3.39% -> +3.16%), RSI 42..3, above EMA20/50/200 (344.83/351.52/320.81). Would have been 88.52% = =. Selling this into a 24%-growth quarter is the sell-side twin of the L6 gap-chase. Trail RAISED 312..02. |\n| GOOG | Alphabet Inc Cl C | 356.65 | NO ACTION | 356.65 | 329.56 | n/a | n/a | 305.81 (-14.3%) | Same override as the Class A shares: holding Alphabet's C line through a model sell that fired on a 6.9% up-day following a 24% revenue-growth quarter with cloud up 82%. The position sits fractionally above cost, so there is nothing to bank; we lift the trailing stop to and stay long. Close 356.65 (+6.88%), Trend 69 / Momentum 67, +0.13% vs 356.18 cost. Would have been 88.52% = =. Trail RAISED 312..56. |\n| CVX | Chevron Corp | 196.83 | NO ACTION | 197.78 | 189.50 | 205.01 (+3.7%) | 227.42 (+15.0%) | 211.07 (+6.7%) | Cancelling the mechanical profit-trim on Chevron and holding the full position, up 16.3%. Q2 landed the morning of 31 July and was exceptional - net income against a year ago, revenue up 56% to, adjusted earnings of a share beating consensus by 8.8%, and cost-reduction targets hit ahead of schedule. The stock closed up 2.35% on it and is breaking out with a 12-week view still 7% higher, so the only thing arguing for a trim is a momentum-divergence flag - exactly the reading that has been wrong on this name every previous time. We raise nothing and keep the trail. ADR-0012 detail: armed (Gain_ATR 5.80, T12prog 93.25, +16.33%) + tick (a) RSI_DIV; G1's softening does NOT protect (cv 60, not >=80), so mechanically this is 30% = =. Cancelled on three grounds: (1) news override as above - the 07-30 catalyst-aware hold that blocked this exact trim has resolved in the position's favour; (2) shape - RSI_DIV on a fresh BreakoutUp_20D [BUY] row carrying a live Buy Stop @197.78, 4wk target 227.42 (+15.5%), 12wk 211.07 (+7.2%) is divergence-on-an-uptrend, the NBIS error; (3) evidence - every graded CVX sell in this book is a bad sell (07-06 missed +16.33% 4wk, 07-14 +4.37%, 07-17 +3.76%). Trail KEPT 189.50 (chandelier 187.30 lower). |\n| NUE | Nucor Corp | 257.29 | NO ACTION | 257.29 | 239.04 | n/a | n/a | 299.86 (+16.5%) | Holding Nucor for a second session against a mechanical trim trigger. The 27 July quarter was strong - adjusted earnings of a share on of sales, a second consecutive record 7.1 million tons shipped, and management raising its confidence in the second half - and the shares have simply gone sideways at the highs since (256.02, 257.04, 257.29). Flat digestion after a beat is not deterioration, and the 12-week view is still 16.5% higher, so we hold the 16.6% gain and lift the stop to. ADR-0012 detail: armed (Gain_ATR 4.00, +16.55%) + tick (d) three consecutive NO TRADE prints; would be 30% = =. BRIGHT LINE replacing further discretion: a close below 239.04 converts this to a trim with no further news exemption. Trail RAISED 236..04. |\n| STZ | Constellation Brands Cl A | 130.23 | SELL ALL | 130.23 | 136.22 | n/a | n/a | 100.11 (-23.1%) | Closing out the residual Constellation Brands stake. This is the clearest exit case in the book: the shares are below our stop, 11% under their 200-day average, and the 12-week estimate points 23% lower. The stake is worth under so the money is immaterial, but leaving a broken position on the sheet is not. Carried for a 13th session - stop breach -4.40% (130.23 vs 136.22), 12wk 100.11 (-23.2%), close 11% below EMA200 (146.14), AVOID cv61. L2 fires cleanly. =. |\n| LEN | Lennar Corp Cl A | 82.35 | SELL ALL | 82.35 | 79.79 | n/a | n/a | 67.01 (-18.6%) | Closing out the residual Lennar stake, worth under on a persistently negative forward view - the 12-week estimate sits 19% below the current price and the position is 6.6% underwater. Carried on the prior L2 basis, NOT on today's label: the row prints STRONG SELL - REDUCE cv63 (Sell_Rank 3) but the RallySell_BearTrend cell has degraded to -7 (n=6, hit.167), so adjusted conviction 56 fails the 65 floor. =. |\n| LEN-B | Lennar Corp Cl B | 80.70 | SELL ALL | 80.70 | 78.64 | n/a | n/a | 66.36 (-17.8%) | Closing out the 9-share Lennar Class B residual alongside the Class A line - same negative 12-week view (-17.8%), same underwater position, and a stake worth that is pure administrative noise. Carried on the prior L2 basis; today's STRONG SELL - REDUCE cv63 (Sell_Rank 4) fails the floor at adjusted 56 after the RallySell_BearTrend -7 haircut. |\n| NVR | NVR Inc | 6147.05 | SELL ALL | 6147.05 | 5809.98 | n/a | n/a | 5532.23 (-10.0%) | Closing out the 3-share NVR residual: the position is 8.9% underwater, the signal has been AVOID for four straight sessions, and the 12-week estimate points 10% lower. A homebuilder position this size adds nothing but housekeeping. Carried for a 13th session. =. |\n| KR | Kroger Co | 57.74 | SELL ALL | 57.74 | 54.53 | n/a | n/a | 46.31 (-19.8%) | Closing out the 109-share Kroger residual. The technical case is decisive - AVOID for four sessions, price below the 200-day average, and a 12-week estimate 19.8% lower - and although the valuation screen reads marginally undervalued (margin of safety +0.04, essentially zero), valuation never originates or blocks an exit here. Worth Carried for a 13th session. |\n| AXP | American Express Co | 336.25 | HOLD | 336.25 | 320.07 | n/a | n/a | 331.95 (-1.3%) | Holding American Express and raising the stop to. The signal has been a neutral avoid for four straight sessions - not a sell instruction - and with the position 4.5% underwater there is no profit to protect and no stop break to act on. The 12-week view is roughly flat, so this is a watch, not a trade. AVOID x4 (cv 62/52/57/56); AVOID is not a REDUCE and does not enter the sell pool. Row's 352.43 stop prints ABOVE spot - short-side artifact, rejected. Trail RAISED 319..07 (2.0xATR). |\n| VRSN | VeriSign Inc | 290.02 | HOLD | 290.02 | 265.73 | 297.31 (+2.5%) | 314.31 (+8.4%) | 305.12 (+5.2%) | Holding VeriSign, the strongest signal in the book, and raising the stop to. The position has reached its 12-week objective, which would normally arm a profit-take, but conviction is still RISING and both the 4-week and 12-week views point higher - so we ratchet the trailing stop instead of cutting a winner. Up 13.1%. ADR-0012: armed (T12prog 95.05, Gain_ATR 2.77) but NOT fired - conviction and 12wk 305.12 clears 1.02x290.02 = 295.82. Highest conviction print in the book (cv75). The 07-23 withdrawal at 261.58 is now +10.9% better. Trail RAISED 263..73 (= model stop). |\n| COF | Capital One Financial Corp | 209.01 | HOLD | 209.01 | 198.93 | n/a | n/a | 227.60 (+8.9%) | Holding Capital One with the stop at. The position is near its 12-week objective but the forward view is still 8.9% higher and the signal has gone quiet for only one session, so there is nothing here that warrants trimming a modest 1.9% gain. ADR-0012: armed (T12prog 91.83) but NOT fired - the only tick available is the discounted NoTrade cv0 collapse, 12wk 227.60 is alive, and there is a single NO TRADE print rather than two. Trail KEPT 198.93 (chandelier 198.46 lower). |\n| BAC | Bank of America Corp | 61.95 | HOLD | 61.95 | 60.29 | 62.58 (+1.0%) | 64.05 (+3.4%) | 73.14 (+18.1%) | Holding Bank of America - the book's second-largest position at and up 3% since the 28 July add - with the stop at. Conviction is fading to 54 over three sessions) so no second tranche, but the 12-week view remains 18% higher and there is no exit case. Deliberately NOT adopting the model's 61.43 stop: at 0.50 ATR below spot it would force liquidation of a position on ordinary noise. 60.29 = 1.58 ATR. |\n| KO | Coca-Cola Co | 87.59 | HOLD | 87.59 | 83.64 | n/a | n/a | 98.01 (+11.9%) | Holding Coca-Cola, up 4.1%, with the stop at. The signal has gone quiet but the 12-week view is 11.9% higher and the position is nowhere near its objective, so there is no case to act. Not armed (T12prog 89.37, just under the 90 threshold). Trail KEPT 83.64 (chandelier 83.04 lower). |\n| DVA | DaVita Inc | 240.09 | HOLD | 240.09 | 233.38 | 243.17 (+1.3%) | 250.37 (+4.3%) | 315.36 (+31.4%) | Holding DaVita, which carries the best forward view in the entire book - a 12-week estimate 31.4% above the current price - with the stop at. The valuation screen is stretched enough to block any fresh buying, but a rich reading never originates a sell on a trending name, so we simply hold. Val_adj -10 takes adjusted conviction to 51, below the 65 floor for an add. G3 forward-view gate blocks any trim. Trail KEPT 233.38 (model's 236.09 is 0.78 ATR - too tight to adopt as a trail). |\n| DAL | Delta Air Lines Inc | 87.44 | HOLD | 87.44 | 82.57 | 89.04 (+1.8%) | 92.77 (+6.1%) | 97.30 (+11.3%) | Holding Delta with the stop at. The position is 5.7% underwater but the signal is constructive and the 12-week view is 11.3% higher - the 27 July decision to refuse a sell here continues to look right. Trail KEPT 82.57 (chandelier 82.11 lower). |\n| CB | Chubb Ltd | 350.68 | HOLD | 350.68 | 341.96 | 355.81 (+1.5%) | 367.76 (+4.9%) | 379.13 (+8.1%) | Holding Chubb with the stop at. The PROFIT_ARMED flag on this row is spurious - the position is 0.8% underwater, so there is no profit to take. Gain_ATR -0.31; the arm comes from the T12-progress leg only. Trail KEPT 341.96 (chandelier 333.60 lower). |\n| MCO | Moody's Corp | 478.38 | HOLD | 478.38 | 458.00 | 485.95 (+1.6%) | 503.61 (+5.3%) | 496.70 (+3.8%) | Holding Moody's with the stop at. Another spurious profit-arm - the position is 2.1% underwater (Gain_ATR -0.81), so nothing to bank. Trail KEPT 458.00 (chandelier 453.15 lower). |\n| KHC | Kraft Heinz Co | 25.85 | HOLD | 25.85 | 25.70 | n/a | n/a | 30.16 (+16.7%) | Holding Kraft Heinz, up 1.9%, with the stop at. This is the cheapest name in the book on the valuation screen (margin of safety +0.32) with a 12-week view 16.7% higher, but the quality screen fails and the signal is quiet, so there is no trigger to add. Quality_Pass False (F-Score 5) halves val_adj to +2 and blocks any new entry; ADDs to a held name are not blocked, but there is no buy label to act on. |\n| M | Macy's Inc | 24.82 | HOLD | 24.82 | 23.77 | n/a | n/a | 29.11 (+17.3%) | Holding Macy's, the book's best percentage gainer at +6.8%, with the stop at. The 12-week view is 17.3% higher and the position is not near its objective. Trail KEPT 23.77 (chandelier 23.06 lower). |\n| ALLY | Ally Financial Inc | 43.33 | HOLD | 43.33 | 41.00 | n/a | n/a | 40.15 (-7.3%) | Holding Ally Financial with the stop at. It screens marginally undervalued but the signal has been silent for four straight sessions, the quality screen fails, and the position is 4.3% underwater - so there is neither a buy trigger nor a sell case. The PROFIT_ARMED flag is spurious (Gain_ATR -1.63). 12wk 40.15 is 7.3% below spot - a watch item if the signal ever wakes up. |\n| SIRI | Sirius XM Holdings Inc | 29.62 | HOLD | 29.62 | 28.98 | 30.39 (+2.6%) | 32.18 (+8.6%) | 34.07 (+15.0%) | Holding Sirius XM and re-setting the stop to. The shares have given back 9% from the 29 July spike and closed a fraction below the old stop, but a 0.07% touch is a graze, not a break - and the 12-week view is still 15% higher. The old level sat two cents under the market and was untradeable as a stop, so it is re-based rather than triggered. Stop RE-BASED 29..98 (model stop; chandelier 27.06 lower) under the closed-through-trail rule. Position -2.9%. |\n| LLYVA | Liberty Live Group Ser A | 94.72 | HOLD | 94.72 | 87.64 | n/a | n/a | 93.62 (-1.2%) | Holding Liberty Live's A shares through a 7% one-day drop and re-setting the stop to. The stop that was breached had only been raised the previous session off a single strong reading, and the forward view is flat rather than negative - this looks like a whipsaw in a thinly-followed tracking stock, not a trend break, so we do not sell into it. L2 requires a decisive close below stop AND a negative 12wk; the 12wk is -1.16%, flat not negative. Label is NoTrade (a -5 cell, hit.25) and valuation is NA (no fusion input). Stop RE-BASED 97..64 (2.0xATR chandelier; no model stop on a NoTrade row) under the closed-through-trail rule. Position -9.0%,. |\n| LLYVK | Liberty Live Group Ser C | 98.60 | HOLD | 98.60 | 91.34 | n/a | n/a | 98.30 (-0.3%) | Holding Liberty Live's C shares on the same reasoning as the A line - a 6.7% single-session drop through a stop raised only the day before, with a flat rather than negative forward view. Re-setting the stop to and requiring a decisive close below it before acting. COUNTERFACTUAL CORRECTION: the 07-30 entry called this position's withdrawn 30% trim at 102.26 a clean win for non-execution at 105.65; one session later at 98.60 the withdrawal is -3.6% WORSE, not better. Recorded so the grader prices it honestly. 12wk -0.30% (flat), NoTrade -5 cell, NA valuation. Stop RE-BASED 100..34 (2.0xATR chandelier). Position -7.8%,. |\n\n_Track record: 53 graded decisions · 1-week calibration 0.025._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-31T00:00:00.000Z",
      "tags": [
        "usbh",
        "us",
        "eod"
      ]
    },
    {
      "id": "usbh-2026-07-30",
      "url": "https://www.algo2alpha.com/p/usbh/2026-07-30/",
      "title": "Berkshire Mirror — 2026-07-30",
      "summary": "EOD 2026-07-30",
      "content_text": "## USBH End-of-Day Verdict — 2026-07-30\n\nEOD 2026-07-30\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| AAPL | Apple Inc | 333.43 | SELL 30% | 333.43 | 317.48 | n/a | n/a | 404.07 (+21.2%) | Banking 30% of an 8% gain in Apple after the shares stopped responding to good news. Q3 results beat on every headline line - EPS vs expected, revenue vs, iPhone vs - yet the stock fell in after-hours trade, with Greater China the one soft spot. That is a sell-the-news tape, and it comes on top of a price already stretched far past any intrinsic anchor: our discounted-cash-flow value is against a close. The trade signal has gone quiet too, collapsing from full conviction to none over two sessions. A beat this clean is why we are trimming 30% rather than exiting; the fade on the beat is why we are trimming at all. Apple stays the largest holding at ~18% of the sleeve. / ADR-0012 profit-take: armed (Gain_ATR 3.11 >= 3.0, +8.04%, genuine arm) + tick (d) 2 consecutive NO TRADE (07-29, 07-30). 1 tick -> profit_take_1 = 30%. MoS -3.26 would bump but G2 suppresses (12wk 404.07 vs DCF 208.95, wide margin). scorecard NoTrade/sell -4 argues minimum tier. Reverses the 07-27 armed-not-fired deferral on its own terms: that deferral was justified by RISING conviction; now ->0. Also reconciles the 07-27 GTC buy-limit @316.32 which EXPIRED unfilled 07-30. L8: earnings landed AFTER this anchor close - reprice if the 07-31 open gaps outside 328.43-338.43 (+-1.5%). Trail raised 300..48 (2.0x ATR) on the remainder. Est band 326.76-351.28. Re-arm: a PullbackBuy_VWAP print back near 316 restores the add case. |\n| OXY | Occidental Petroleum Corp | 55.95 | SELL 50% | 55.95 | 53.30 | n/a | n/a | 55.26 (-1.2%) | Taking half off Occidental at a +14.4% gain because the oil move that created it has reversed. Crude has fallen from a four-year high near to about as the United States and Iran step back from confrontation, draining the war-risk premium out of energy prices - and Occidental hedges very little, so it takes that swing almost undamped. The position has already passed the 12-week price target we set for it, and the model's own forward view now sits slightly below today's price: there is no upside left in the plan. Banking half locks in the geopolitics-driven gain and leaves half to run if oil stabilises. / ADR-0012 profit-take: armed (Gain_ATR 4.20, T12_Progress 101.25% - target already exceeded) + 2 ticks: (b) conviction (-69), (c) dead forward view 12wk 55.26 < 1.02x55.95 = 57.07. 2 ticks -> profit_take_2 = 50%. MoS -3.17 would bump but BOTH G2 (12wk vs DCF 33.47 on a commodity name) and the never-100%-from-profit-take guard hold it at 50%. Re-fire of the 07-27 pending at a 1.86% better price (55.95 vs 54.93) after 3 sessions of executor failure - L3 says execute, not re-defer. CATALYST TENSION: Q2 earnings 08-05 is now 4 sessions out, inside the 5-session catalyst-aware-hold window; overridden because we execute 07-31 (four sessions AHEAD of the print, not into it), the 12wk target is banked, and the order has been outstanding since 07-27. Stop KEPT 53.30 (2.0x ATR chandelier 52.60 is lower - never lower a trail). |\n| NYT | New York Times Co | 75.83 | SELL 30% | 75.83 | 70.39 | 77.46 (+2.1%) | 81.27 (+7.2%) | 72.29 (-4.7%) | Trimming 30% of the New York Times after a fast 4.8% run because our 12-week outlook now points below today's price. This is a quality business - one of the two highest-ranked holdings in the book on financial strength - and it has run from to in four sessions with the shorter-term picture still constructive. So this is a partial, not a retreat: we bank the move that has already exceeded our price target and keep 70% of the position. No second-quarter results date is confirmed in the news window, and the company usually reports in early August, so we treat an earnings catalyst as live and take the minimum size. / ADR-0012 profit-take: armed on the T12_Progress leg (104.9%; Gain_ATR 0.73, +2.68% - not a spurious negative-gain arm) + tick (c) dead forward view 12wk 72.29 < 1.02x75.83 = 77.35. 1 tick -> profit_take_1 = 30%. MoS -1.81 > -3 so no valuation amplify. Cell FailedBreakdown_Up_20D/sell is n=1 report-only, flagged not applied. Held to the minimum tier deliberately: row is HOLD cv59 with a BULLISH 4wk Target_Price 81.27 (+7.2%) and F-Score 9 / Quality_Rank 2. The 1wk/4wk-positive vs 12wk-dead disagreement is what the 30% tier is sized for. Trail raised 68..39. Estimates use f=0.30 (calib_1w 0.025 degenerate, L5). 12wk exceeds DCF anchor 68.16. Unconfirmed early-Aug earnings: do NOT extend this trim before the print. |\n| CVX | Chevron Corp | 192.31 | NO ACTION | 192.31 | 189.50 | n/a | n/a | 202.34 (+5.2%) | Holding Chevron through tomorrow morning's results rather than trimming into them. The position is up 13.7% and our signal has gone quiet, which would normally argue for banking some gain - but Chevron reports second-quarter results before the opening bell on 31 July, the very session any sale would execute in, and analysts have been revising estimates upward into a quarter expected to more than triple last year's profit, after four straight beats. Selling immediately before a likely-positive event is the one thing our rules explicitly forbid. We keep the stop where it is and let the print decide. / FIRED but BLOCKED by the catalyst-aware hold. Armed (Gain_ATR 5.19, T12prog 95.04) + tick (b) cv. Would have been a 30% trim =. Ledgered optional so the counterfactual grader prices the restraint. Trail HELD at 189.50, deliberately NOT raised into the print (close 192.31 is 1.5% above; 2.0x ATR chandelier 183.41 is lower anyway). A post-earnings close below 189.50 is a FULL exit, no further discretion. |\n| BAC | Bank of America Corp | 61.73 | HOLD | 61.73 | 60.29 | 62.41 (+1.1%) | 64.00 (+3.7%) | 73.13 (+18.5%) | The 27 July order to add Bank of America filled as designed - bought on 28 July only once the stock traded up through, so we bought strength rather than chasing a falling price. The enlarged holding is up 2.7% and is now the book's second-largest position at. No further tranche: conviction has eased below our threshold for adding. We hold and let the stop do the work. / RECONCILE - the book's FIRST confirmed queued-order fill., (+45,988); cash -> (-vs = costs/slippage). The buy path works; the sell path remains dead. Now HOLD cv62 (below the 65 add floor). TRAIL KEPT 60.29 - the model's 61.03 stop is deliberately NOT adopted: it is a fresh-entry stop for a FailedBreakdown_Up_20D trigger sitting only 0.62 ATR below spot, and importing it as a trail on a position would force full liquidation on ordinary noise. 60.29 = 1.28 ATR. See the trail-convention change in Systemic findings. |\n| STZ | Constellation Brands Cl A | 130.38 | SELL ALL | 130.38 | 136.22 | n/a | n/a | 100.12 (-23.2%) | Closing the tiny remaining Constellation Brands stake. The shares broke decisively below our stop - down 4.3% through it, the only stop breach in the book today - trade 11% under their long-term trend line, and our 12-week outlook points 23% lower. Small position, clear exit. / L2 fires: decisive stop break (-4.29%, 130.38 vs 136.22) + negative 12wk (100.12, -23.2%) + close 11% below EMA200. UPGRADED from the 07-27 HOLD-watch. Label is AVOID cv56, but L2 is explicitly independent of the label. Dust, realized ~-. |\n| LEN-B | Lennar Corp Cl B | 81.76 | SELL ALL | 81.76 | 78.64 | n/a | n/a | 68.34 (-16.4%) | Closing the residual Lennar Class B stake - it is the only name in the book printing an active sell signal today, with a 12-week outlook 16% below the current price and shares well under their long-term trend. Nine shares; housekeeping. / The day's ONLY active sell print: STRONG SELL - REDUCE cv66, Sell_Rank 1, model portion 88.52% taken to 100% as a dust close-out. 12wk 68.34 (-16.4%). Carried unexecuted since 07-20. Dust. |\n| LEN | Lennar Corp Cl A | 83.75 | SELL ALL | 83.75 | 79.79 | n/a | n/a | 69.35 (-17.2%) | Closing the residual Lennar Class A stake alongside the B shares - same company, same deteriorating picture: a 12-week outlook 17% below today's price and a share price well below its long-term trend. / AVOID cv52, 12wk 69.35 (-17.2%), close 83.75 vs EMA200 98.86. Carried unexecuted since 07-20. Dust, realized ~-. |\n| NVR | NVR Inc | 6288.68 | SELL ALL | 6288.68 | 5809.98 | n/a | n/a | 5802.49 (-7.7%) | Closing the three-share NVR position. The homebuilder trades below its long-term trend with a 12-week outlook 8% under the current price, and at three shares the holding is too small to manage. / AVOID cv63 (STRONG SELL-REDUCE as recently as 07-29), 12wk 5802.49 (-7.7%), close 6288.68 vs EMA200 6823.36. Carried unexecuted since 07-24. Dust, realized ~-. |\n| KR | Kroger Co | 57.86 | SELL ALL | 57.86 | 54.53 | n/a | n/a | 46.53 (-19.6%) | Closing the small Kroger position. Although the shares screen as modestly cheap, the trend is broken - price is below its long-term average and our 12-week outlook is nearly 20% lower. Cheapness alone is not a reason to hold a name whose trend has turned. / AVOID cv45 (down from cv68), 12wk 46.53 (-19.6%), close 57.86 vs EMA200 64.92. UNDERVALUED (MoS +0.04) does NOT veto - valuation never originates or blocks a signal-based exit (CLAUDE.md 9). Carried since 07-27. Dust. |\n| DAL | Delta Air Lines Inc | 88.59 | HOLD | 88.59 | 82.57 | n/a | n/a | 98.84 (+11.6%) | Holding Delta and raising the stop. The decision on 27 July to refuse a sell signal here has been vindicated - the shares are 2.2% higher and the 12-week outlook points 11.6% above today's price. We lift the protective stop to to bank part of the move while leaving room to run. / The 07-27 stability-bar refusal was RIGHT: STRONG SELL cv65 at 86.67 -> NO TRADE x2 -> HOLD cv69 at 88.59. Trail raised 81..57 (2.0x ATR; the row's 86.22 is a 0.79-ATR entry stop, rejected as a trail). |\n| VRSN | VeriSign Inc | 286.58 | HOLD | 286.58 | 263.06 | n/a | n/a | 295.81 (+3.2%) | Holding VeriSign, up 11.8%, and raising the stop to. The position is close to triggering a profit-take but misses on both tests - conviction slipped 19 points where 20 is required, and the 12-week view is fractionally above the threshold. Raising the stop banks the gain without cutting the position. / Armed (T12prog 96.88) but NOT fired: cv = -19, one point under the 20-pt tick (b); 12wk 295.81 clears 1.02x286.58 = 292.31 by a hair, so tick (c) misses too. Mandatory trail-raise 251..06. The 07-23 withdrawal at 261.58 is now +9.6% better. |\n| COF | Capital One Financial | 210.14 | HOLD | 210.14 | 198.93 | n/a | n/a | 229.11 (+9.0%) | Holding Capital One with the stop raised to. Conviction is rising, not falling, so there is no case to trim despite the position nearing its price target. / Armed (T12prog 91.72) not fired - cv RISING, no deterioration tick. Trail raised 195..93 (2.0x ATR, and the row's Stop_Price agrees at exactly 2.00 ATR). |\n| KO | Coca-Cola Co | 88.49 | HOLD | 88.49 | 83.64 | n/a | n/a | 98.67 (+11.5%) | Holding Coca-Cola, up 5.2%, with the stop raised to. Conviction has faded but the 12-week outlook is still 11% higher, so we protect the gain rather than sell it. / Trail raised 80..64 (2.0x ATR chandelier). The model's 87.21 Stop_Price is only 0.53 ATR below spot - an entry stop, not a trail - and is deliberately NOT adopted. Not armed today (no PROFIT_ARMED print). |\n| GOOGL | Alphabet Inc Cl A | 333.66 | HOLD | 333.66 | 312.21 | n/a | n/a | 266.10 (-20.2%) | Holding Alphabet A and raising the stop to. The shares have recovered back above their long-term trend line and momentum is repairing from deeply oversold levels. The model's sharply negative 12-week number is a known artefact of the recent selloff rather than a fresh warning, and the position has not broken its stop. / NO TRADE x4 (Consensus conflict + low conviction). Close 333.66 back above EMA200 320.14; RSI recovered to 42.1. The -22% 12wk is the known post-selloff projection collapse, NOT a signal - L2 requires a stop break too, and there is none. Trail raised 300..21 (2.0x ATR). PROFIT_ARMED spurious (Gain_ATR -2.45, -7.29%). Overlay's GOOGL <345 override is long resolved. |\n| GOOG | Alphabet Inc Cl C | 333.68 | HOLD | 333.68 | 312.42 | n/a | n/a | 269.56 (-19.2%) | Holding Alphabet C on the same basis as the A shares - back above its long-term trend, momentum repairing, no stop break. Stop raised to. / Mirrors GOOGL. Close 333.68 vs EMA200 319.07; RSI 42.7. Trail raised 300..42. PROFIT_ARMED spurious (Gain_ATR -2.12). |\n| CB | Chubb Ltd | 350.15 | HOLD | 350.15 | 341.96 | n/a | n/a | 383.71 (+9.6%) | Holding Chubb with the stop unchanged at. The position is marginally underwater, so there is no profit to protect, and the 12-week outlook remains about 10% higher. / Trail KEPT 341.96 - the model's 332.21 is lower and a trail is never lowered. PROFIT_ARMED is spurious (Gain_ATR -0.36, -0.91%): the T12-progress leg armed it while underwater. |\n| MCO | Moody's Corp | 482.26 | HOLD | 482.26 | 458.00 | n/a | n/a | 506.14 (+5.0%) | Holding Moody's, stop unchanged at Position is slightly underwater with a 12-week view about 5% higher; nothing to act on. / Trail KEPT 458.00 (model 455.96 is lower). PROFIT_ARMED spurious (Gain_ATR -0.48). |\n| DVA | DaVita Inc | 238.86 | HOLD | 238.86 | 233.38 | n/a | n/a | 315.31 (+32.0%) | Holding DaVita, which carries the strongest forward outlook in the book - our 12-week view is 32% above today's price. It was a strong buy candidate two sessions ago and faded to a hold just below our threshold, and the price has run past the ideal entry, so we are not adding here. A pullback toward would restore the add case. / Closest near-miss on the ACQUIRE side: STRONG BUY-ADD cv88 (07-29) -> HOLD cv64, 1 pt under the 65 floor before adjustment; val_adj -10 (MoS -3.97) takes adjusted to 54. ED -0.65 ATR past the 235.48 entry. G3 blocks any trim despite MoS -3.97 - valuation never originates a sell. Trail KEPT 233.38 (model 229.45 lower). Re-arm: PullbackBuy_VWAP print near 235. |\n| KHC | Kraft Heinz Co | 26.38 | HOLD | 26.38 | 25.70 | n/a | n/a | 31.46 (+19.3%) | Holding Kraft Heinz. It screens as genuinely cheap with a 12-week outlook 19% higher, but it fails our financial-quality screen and prints no trade trigger, so it is a hold rather than an add. Stop unchanged at. / UNDERVALUED MoS +0.32 but Quality_Pass FALSE - the quality gate blocks new entries (does not block ADDs, but there is no buy trigger anyway: NO TRADE, cv0). Was STRONG BUY-ADD cv86 on 07-28. Trail KEPT 25.70. |\n| SIRI | Sirius XM Holdings | 30.97 | HOLD | 30.97 | 29.64 | n/a | n/a | 36.99 (+19.4%) | Holding Sirius XM. It printed a strong buy signal two sessions ago that has since lapsed to no-trade, so we stand pat with the stop at. / STRONG BUY-ADD cv100 (07-29) -> NO TRADE cv0. Trail KEPT 29.64 (2.0x ATR 28.46 is lower). Discount the 36.99 breakout-family 12wk per L1. |\n| M | Macy's Inc | 24.93 | HOLD | 24.93 | 23.77 | n/a | n/a | 29.25 (+17.3%) | Holding Macy's, up 7.2%, with a 12-week outlook 17% higher. Stop unchanged at. / Trail KEPT 23.77 - the model's 24.25 sits only 0.71 ATR below spot and is rejected as a trail under this run's revised convention. Not armed. |\n| ALLY | Ally Financial Inc | 43.48 | HOLD | 43.48 | 41.00 | n/a | n/a | 40.57 (-6.7%) | Holding Ally Financial - the only holding in the book that screens as undervalued against its fair-value anchor. But it has printed no trade signal for four straight sessions and the 12-week outlook is slightly negative, so there is no trigger to act on either way. Stop unchanged at. / NO TRADE x4 cv0. UNDERVALUED MoS +0.06 but Quality_Pass FALSE. 12wk 40.57 (-6.7%) but NO stop break (43.48 vs 41.00) so L2 does not fire. The 07-27 withdrawal stands. PROFIT_ARMED spurious (Gain_ATR -1.40). |\n| LLYVA | Liberty Live Group Ser A | 102.10 | HOLD | 102.10 | 97.12 | n/a | n/a | 104.69 (+2.5%) | Holding Liberty Live Group A, which has recovered from an avoid rating to a firm hold alongside its C-share sibling. Stop raised to. No valuation coverage on this security. / AVOID cv50 -> HOLD cv78. Trail raised 91..12. Valuation NA (negative EPV) - quality gate off, val_adj 0. PROFIT_ARMED spurious (Gain_ATR -0.81). |\n| — | usbh acquire side | — | NO ACTION | — | — | n/a | n/a | n/a | No purchases today. Not a single one of the book's 29 names generated a buy signal at the 30 July close - the flattest tape this portfolio has produced. Eight names that were active buy candidates within the last three sessions all lapsed to hold or no-trade. With nothing meeting the entry bar, standing aside is the decision rather than the absence of one. / Buy pool EMPTY - zero bullish actionable Actions in the anchor snapshot; the >=65 adjusted-conviction floor was never reached. ANTICIPATE slot also empty (no BUY - ANTICIPATE print in any of the last 4 snapshots). Near-misses: DVA HOLD cv64 -> adj 54 after val_adj -10; COF HOLD cv78 but no BUY label and a trap cell (US-10); LLYVK cv85 / LLYVA cv78 HOLD, no trigger, NA valuation; BAC HOLD cv62 below floor. 12 rows printed 'Consensus conflict + low conviction'. |\n\n_Track record: 45 graded decisions · 1-week calibration 0.025._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-30T00:00:00.000Z",
      "tags": [
        "usbh",
        "us",
        "eod"
      ]
    },
    {
      "id": "usbh-2026-07-27",
      "url": "https://www.algo2alpha.com/p/usbh/2026-07-27/",
      "title": "Berkshire Mirror — 2026-07-27",
      "summary": "EOD 2026-07-27",
      "content_text": "## USBH End-of-Day Verdict — 2026-07-27\n\nEOD 2026-07-27\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| BAC | Bank of America Corp | 62.62 | ADD — QUEUED @62.55 | 62.55 | 60.29 | 64.58 (+3.2%) | 69.33 (+10.8%) | 74.84 (+19.6%) | America's second-largest bank just posted record net interest income and 34% earnings growth, and management guides full-year NII to the upper end of 6-8% - a business that gets BETTER if the Fed holds or hikes, which is exactly the risk the 29 July FOMC carries. The chart has caught up to the story: the pullback that never came has resolved into a fresh momentum-continuation breakout, and we are buying strength on a stop order rather than chasing it. The one caution is price versus book - at 1.5x tangible book the shares screen mildly rich on our residual-income model, so we add a measured tranche, not a full one. OPS: GTC buy-STOP @62.55 (fills only on strength, self-limiting into the FOMC print); = 29.97% ADD tranche x 1.0 size mod =. Entry band 62.27-62.83. Supersedes and WITHDRAWS the unfilled 07-24 PullbackBuy_VWAP limit @60.06 - family flipped PullbackBuy->MomentumContinuation per US-8, so the old order is void and the action price is repriced to the live 07-27 Entry_Price. MomentumContinuation_Up/buy cell is n=1 (report-only, 0-of-1) - no bias applied, but flagged. Quality_Pass False does NOT gate an ADD to a held name. RSI 68.7 with RSI_DIV but <75, so not a chase; EDATR +0.37 = at/below entry. expires_on 07-30. |\n| AAPL | Apple Inc | 340.08 | ADD — QUEUED @316.32 | 316.32 | 300.05 | 321.98 (+1.8%) | 335.19 (+6.0%) | 405.45 (+28.2%) | Apple is the strongest signal on the board - a perfect 100-conviction pullback-buy at the top of the buy ranks, with the stock at an all-time high and a ~$5tn market value. That is also the problem: at 39x trailing earnings the shares sit ABOVE the average Wall Street price target, and our own cash-flow work says growth is fully priced in - the biggest valuation penalty in the book. So we will happily own more Apple, but only at a price: a limit 6% below the close, half size, and cancelled before the 30 July earnings print so we are not caught buying into a gap in either direction. If it never fills, nothing is lost. OPS: GTC buy-LIMIT @316.32 (6.1% below the 336.91 close, EDATR -2.53 = extended, no-chase per L1). = 29.97% ADD tranche x 0.5 size mod (MoS <= -3) =; the model's 99.33% portion would near-double a core (25% of the sleeve) and is capped. Entry band 314.29-318.35. Supersedes the unfilled 07-24 limit @308.38 - repriced to the live Entry_Price per the provenance rule. expires_on 2026-07-30 = the DAY OF the Q3 FY26 print (AMC), deliberately pre-earnings so the order cannot fill into an earnings gap (L6 + catalyst-aware hold). PROFIT_ARMED + RSI_DIV present but conviction ROSE and 12wk is +20% - no deterioration tick, so trail-raise 298..05 on the core rather than trim. 12wk 405.45 exceeds the 208.95 DCF anchor. |\n| AXP | American Express Co | 336.63 | SELL 30% | 335.39 | 318.00 | n/a | n/a | 342.45 (+2.1%) | American Express bounced 2.4% on Monday after six straight losing sessions - and that bounce is precisely what we are selling into. The Q2 print beat on earnings but missed on revenue, and management has told investors the 12% jump in expenses persists through the end of 2026; a rally inside a downtrend, on a card issuer whose cost base is re-rating, is a gift rather than a recovery. We take a measured third off the table at a better price than Friday's and keep the rest: the stock has reclaimed its 200-day average, the 12-week view is still (barely) positive, and analysts argue it is 13% cheap. This is risk management on the book's second-largest position, not an exit from the name. OPS: 10,398 of @ ~335.39 close-ref =; remainder on a stop (tighter than the signal's 313.76 - keep the tighter). EXECUTES the 07-24 30% de-risk that was pre-committed and never filled (L3), repriced +2.8% higher; the delay paid. Model portion is 88.52% (target full exit) but held at 30%: close 335.39 is back ABOVE both the 333.51 catalyst stop and EMA200 330.62, 12wk 342.45 is +2.1%, and this book's RallySell_BearTrend/sell cell is -3 (n=5, hit.33) while NoTrade/sell is 0-of-7. MoS -0.54 > -3 so no valuation amplify. Sell rows print no Target_Price -> 1wk/4wk n/a; scan Est band 319.98-349.10. |\n| LLYVK | Liberty Live Group Ser C | 102.67 | SELL 30% | 102.26 | 97.07 | n/a | n/a | 100.47 (-1.8%) | This Liberty tracking stub failed at its 20-day high and rolled over, and the model's forward view has now turned outright negative - the first active sell it has flagged here after four quiet sessions. The position is already underwater, there is no company news to argue with, and the sister A-share is printing its own bearish signal, so the whole complex is turning together. We take a third off and keep the rest on a defined stop. OPS: 960 of @ ~102.26 =; remainder on the signal stop. Basis = active STRONG SELL - REDUCE cv65 on FailedBreakout_Down_20D (the book's ONLY positive actionable sell cell, +1, n=16, hit.54) + negative 12wk 100.47 (-1.7%) + -4.39%. Model portion 88.52% held to 30%: fresh single print (prior 4 = NO TRADE), thin/illiquid stub, NA valuation (val_adj 0, quality gate off), and this book's repeated bounce-after-sell record. Sibling LLYVA prints AVOID cv50 - corroborating; hold LLYVA on its stop. No Target_Price on sell rows -> 1wk/4wk n/a; scan Est band 99.16-104.99. |\n| OXY | Occidental Petroleum Corp | 53.93 | SELL 50% | 54.93 | 53.30 | n/a | n/a | 54.88 (-0.1%) | The reason Occidental is up 12% for us has just been removed: crude sold off hard after Washington and Tehran suspended military operations and reopened talks, deflating the geopolitical risk premium that drove the entire move. The stock has stopped rising, slipped through our trailing stop, and the model's 12-week view is now dead flat - no upside left to pay us for the oil-price risk we would carry into an August earnings print. We bank half the gain and let the rest run on a reset stop. OPS: PROFIT-TAKE FIRED (ADR-0012) - armed (Gain_ATR 3.76 >= 3.0, T12_Progress 100.1% >= 90) with TWO deterioration ticks: (c) dead forward view, 12wk 54.88 < 1.02 x 54.93 close; (d) 2 consecutive NO TRADE prints (07-24, 07-27). 2 ticks -> profit_take_2 = 50%. 1,883 of @ ~54.93 =, banking +12.31%. Corroborated by a stop breach (close 54.93 vs trail 55.20, -0.49%, marginal not decisive). Remainder : stop RESET to (the old 55.20 trail now sits above spot). MoS -3.29 would bump the tier but G2 SUPPRESSES the valuation amplify - 12wk 54.88 vastly exceeds the 33.47 DCF anchor (unreliable on a commodity name) - and the never-100%-from-profit-take guard stands. Q2 earnings 08-05 (outside the 5-session window); Evercore's 07-08 double-upgrade to predates the crude break. No Target_Price -> 1wk/4wk n/a. |\n| CVX | Chevron Corp | 187.58 | NO ACTION | — | 189.50 | n/a | n/a | 200.12 | Chevron is sitting on a 12% gain and the same crude-price unwind that triggered the Occidental sale applies here, so a partial profit-take is genuinely on the table. It loses its place on size alone - with only three disposal slots, the two loss-prevention sells and the larger Occidental trim come first. We hold on a tight trailing stop a quarter of a percent below the close, which does much the same job at no execution cost. OPS: PROFIT-TAKE FIRED but DISPLACED by the <=3 DISPOSE cap. Armed (Gain_ATR 5.16, T12_Progress 94.9%); tick (d) = 3 consecutive NO TRADE prints (07-23/24/27). 1 tick -> would be a 30% trim = @ ~190.00 = (smallest banked dollars of the fired set after OXY). Ledgered optional so the counterfactual grader prices what the cap cost. Trail HELD at, NOT raised - close 190.00 is only 0.26% above it and raising would stop us out on noise. A close below 189.50 is a FULL exit, no further discretion. RSI.7, 12wk 200.12 still +5.3%. |\n| VRSN | VeriSign Inc | 281.15 | NO ACTION | 274.82 | 251.87 | n/a | 297.77 (+8.4%) | 261.06 (-5.0%) | VeriSign has run 7% above our cost and the model's 12-week view has quietly dropped below today's price - the forward case has gone dead even as the stock rallies. That fires a small profit-take on the rules, but at it is the smallest of the day and loses its slot; raising the trailing stop by seven dollars captures most of the same protection. OPS: PROFIT-TAKE FIRED but DISPLACED by the <=3 DISPOSE cap. Armed (Gain_ATR 1.60, T12_Progress 105.3%); tick (c) = dead forward view, 12wk 261.06 < 1.02 x 274.82 = 280.32. 1 tick -> would be a 30% trim = @ ~274.82 =. Ledgered optional for counterfactual grading. Trail RAISED 244.95 -> (signal stop). Note the 07-23 VRSN sell was withdrawn at 261.58 and the name is +5.1% higher since - the NoTrade/sell -10 lesson keeps earning its keep. |\n| DAL | Delta Air Lines Inc | 89.37 | HOLD | 86.67 | 81.04 | n/a | n/a | 93.84 (+8.3%) | Delta printed an active sell signal today and on dollar size it would have taken the second disposal slot - we are declining it. The signal has flip-flopped four times in five sessions, the stock is 21% above its 200-day average with momentum turning up, the 12-week view is +8%, and the last two times this book tried to sell Delta it went higher: we withdrew a sell at 81.97 and it now trades at 86.67. Selling a name in a live uptrend because it failed one 20-day high is cutting the winner. We hold the full position and raise the stop instead. OPS: NOT DISPOSED. Active STRONG SELL - REDUCE cv65 on the +1 cell, at model portion (would rank #2 by dollar bleed). Rejected on the ACT-NOW stability bar: AVOID -> STRONG SELL -> NO TRADE x2 -> STRONG SELL in 5 sessions. Close 86.67 vs EMA200 71.73 (+20.8%), RSI rising, 12wk 93.84 (+8.3%) - G3's forward-view logic says trail, don't trim. Stop RAISED 79.50 -> (the signal's own stop). Position is -6.56% underwater vs the 92.75 seed cost - if 81.04 breaks, that is the exit. |\n| CB | Chubb Ltd | 363.50 | HOLD | — | 341.96 | n/a | n/a | 394.69 | Armed on 12-week progress but nothing has deteriorated - conviction eased, well short of the 20-point drop that would trigger a sale, and the forward view is still 10% higher. Trail up and let it work. OPS: armed-not-fired (T12_Progress 90.9%, Gain_ATR 0.65); no tick - cv = -13 (<20), 12wk 394.69 alive, HOLD not NO TRADE. Trail-raise 341.00 -> (signal stop). MoS +0.006 UNDERVALUED but Quality_Pass False. |\n| NUE | Nucor Corp | 265.62 | HOLD | — | 236.64 | n/a | n/a | 264.33 | Nucor keeps coiling tighter with conviction rising into the high 80s and a 12% gain banked - the strongest hold in the book. Nothing to do but keep the stop where it is. OPS: armed-not-fired (Gain_ATR 3.92); cv RISING, 12wk 264.33 (+6.6%) alive, no tick. Signal stop 235.87 is BELOW the existing trail - KEEP, never lower a trail. Prints AnticipationUp_VCP as HOLD, not BUY - ANTICIPATE, so it remains INELIGIBLE for the anticipate slot (2nd session running). |\n| COF | Capital One Financial Corp | 212.41 | HOLD | — | 195.04 | n/a | n/a | 219.24 | Capital One has firmed up - conviction is climbing and the forward view has improved to +6%. We just move the stop up underneath it. OPS: armed via T12_Progress 94.4% (Gain_ATR 0.32); cv rising, no tick. Trail-raise 190.65 ->. |\n| KO | Coca-Cola Co | 88.27 | HOLD | — | 80.79 | n/a | n/a | 85.51 | Coke's signal has strengthened materially - conviction - and it is back to roughly flat on our cost. Raise the stop. OPS: PROFIT_ARMED is SPURIOUS here (Gain_ATR -0.04, position underwater) - the known arming bug, not a real profit-take. HOLD cv75 rising, 12wk 85.51 (+1.7%). Trail-raise 79.10 ->. |\n| M | Macy's Inc | 25.15 | HOLD | — | 23.77 | n/a | n/a | 28.31 | Macy's jumped 6.8% with conviction vaulting to 86 and a 13% forward view - the biggest single-day improvement in the book, though at the position is immaterial. Trail it up. OPS: HOLD cv, 12wk 28.31 (+13.4%), no sell trigger. Trail-raise 21.63 ->. |\n| KHC | Kraft Heinz Co | 27.30 | HOLD | — | 25.70 | n/a | n/a | 29.93 | Kraft Heinz is the one genuinely cheap name in the book on our numbers and is now 3% in the money with a 14% forward view - but it still has not printed a buy trigger, so we hold rather than add. OPS: HOLD cv69->60, 12wk 29.93 (+14.2%). MoS +0.33 UNDERVALUED but Quality_Pass False, so no new-entry case; ADD only on a trigger. Trail-raise 25.25 ->. |\n| DVA | DaVita Inc | 239.46 | HOLD | — | 233.38 | n/a | n/a | 313.94 | DaVita carries the largest forward upside in the book at +33%, with conviction improving. Nothing on the sell side while the trend is intact. OPS: HOLD cv, 12wk 313.94 (+32.8%) - G3 blocks any trim outright. Trail-raise 232.74 ->. MoS -3.83 is the deepest in the book but valuation NEVER originates a sell (CLAUDE.md 9) and there is no signal-based reason here. |\n| SIRI | Sirius XM Holdings Inc | 31.68 | HOLD | — | 29.64 | n/a | n/a | 36.07 | Sirius broke out to a 52-week high, up 4.8% on the day. Conviction at 63 is below our add threshold, so we ride it with a higher stop rather than buy more. OPS: HOLD cv55->63, signal flipped PullbackBuy_VWAP -> BreakoutUp_52W; RSI_DIV present but Gain_ATR 0.79 = NOT armed, so no profit-take. Below the 65 add floor. Trail-raise 29.38 ->. Note L1: BreakoutUp_52W 4wk targets historically overshoot - treat the 37.02 target sceptically. |\n| MCO | Moody's Corp | 484.20 | HOLD | — | 458.00 | n/a | n/a | 518.14 | Moody's recovered 3% and printed a fresh hold after two blank sessions, but the position is still marginally underwater so there is nothing to take profit on. Carry the stop. OPS: PROFIT_ARMED SPURIOUS (Gain_ATR -0.17, underwater). Signal stop 455.26 is BELOW the existing - keep. |\n| GOOGL | Alphabet Inc Cl A | 333.71 | HOLD | — | 300.00 | n/a | n/a | 253.91 | Alphabet is recovering from deeply oversold - RSI up from and price back above its 200-day average - which vindicates the decision not to sell into that weakness. Q2 is behind us; the 29 July Fed decision is the next event. Hold on the line. OPS: NO TRADE x5, close 326.56 vs EMA200 319.15 (holding above). Model 12wk 253.91 is -22% but that is the known post-selloff projection collapse, not a fresh signal - L2 needs a STOP BREAK too, and 300 is untouched. Overlay's 345-invalidation resolved. FOMC 07-29 flagged two-sided +/-3% (horizon, stance tighten-trail). |\n| GOOG | Alphabet Inc Cl C | 332.60 | HOLD | — | 300.00 | n/a | n/a | 257.76 | Same call as the A-shares - oversold and recovering; hold on the stop. OPS: NO TRADE, RSI.9, close 326.57 vs EMA200 318.07. Printed ReversalUp_Oversold cv84 on 07-23; carry the stop. |\n| NYT | New York Times Co Cl A | 75.18 | HOLD | — | 68.00 | n/a | n/a | 63.21 | The Times has bounced 3.1% since we withdrew a sell here, but the model's 12-week view is still 13% below spot - a watch item, not yet an exit. It needs to break before we act. OPS: NO TRADE x3; 12wk 63.21 (-12.7% NEGATIVE) but L2 requires stop-break AND neg-12wk - stop untouched (close 72.37). Close is only 0.8% above EMA200 71.81 - that is the line to watch. |\n| LLYVA | Liberty Live Group Ser A | 99.48 | HOLD | — | 91.00 | n/a | n/a | 96.21 | The A-share of the Liberty stub we are trimming today - same failed breakout, but it prints only an avoid rating rather than an active sell, so we hold it and act on the C-share. OPS: AVOID cv50 = bearish, do-not-add; NOT a REDUCE so not in the sell pool. Corroborates the LLYVK 30% trim. 12wk 96.21 (-2.6%). NA valuation. Carry stop; a REDUCE print or a break brings it into the dispose pool. |\n| KR | Kroger Co | 59.19 | SELL ALL | — | 54.53 | n/a | n/a | 43.68 | Kroger has broken down through its 200-day average with a deeply negative forward view and today tripped our stop by 3.9%. At and it goes in the dust close-out queue rather than taking a decision slot. OPS: STOP BREACH -3.91% (close 57.98 vs stop 60.34) + active STRONG SELL - REDUCE cv68 + 12wk 43.68 (-24.7%) + close below EMA200 65.28. Full close-out queued market-at-open. Stop reset. Note MoS +0.05 UNDERVALUED - valuation does NOT veto a signal-based sell. |\n| NVR | NVR Inc | 6471.37 | SELL ALL | — | 5779.16 | n/a | n/a | 5814.10 | Fifth straight session of an active sell on this 3-share, stub, with the whole homebuilder complex breaking down. Queued for close-out since Friday and never filled - escalate. OPS: STRONG SELL - REDUCE x5, cv69, 12wk 5,814.10 (-7.9%), close below EMA200 6,840.60. Carried unexecuted from 07-24; escalate market-at-open. Stop. |\n| LEN | Lennar Corp Cl A | 87.65 | SELL ALL | — | 79.79 | n/a | n/a | 68.08 | Homebuilder breakdown, carried for a seventh session. OPS: STRONG SELL - REDUCE x5, cv68, 12wk 68.08 (-19.9%), close 85.04 far below EMA200 99.33. Escalate market-at-open. Stop. |\n| LEN-B | Lennar Corp Cl B | 86.12 | SELL ALL | — | 78.64 | n/a | n/a | 67.83 | Same breakdown, - the highest-conviction sell in the book and the smallest position we own. OPS: STRONG SELL - REDUCE x5, cv76, SR1, 12wk 67.83 (-18.6%), close 83.30 vs EMA200 95.26. Escalate market-at-open. Stop. |\n| STZ | Constellation Brands Cl A | 132.02 | HOLD | — | 136.22 | n/a | n/a | 96.97 | Constellation's sell signal has downgraded from an active reduce to a simple avoid, so the close-out we had been carrying no longer has a live signal behind it. At it changes nothing either way - we stand it down and keep watching. OPS: DOWNGRADED from the carried dust close-out - AVOID cv56, no longer a REDUCE, so no active sell basis. 12wk 96.97 (-25.2%) and close 129.71 far below EMA200 146.88 keep it on watch; a REDUCE reprint re-arms the close-out. Stop. |\n\n_Track record: 41 graded decisions · 1-week calibration 0.025._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-27T00:00:00.000Z",
      "tags": [
        "usbh",
        "us",
        "eod"
      ]
    },
    {
      "id": "usbh-2026-07-24",
      "url": "https://www.algo2alpha.com/p/usbh/2026-07-24/",
      "title": "Berkshire Mirror — 2026-07-24",
      "summary": "EOD 2026-07-24",
      "content_text": "## USBH End-of-Day Verdict — 2026-07-24\n\nEOD 2026-07-24\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| BAC | Bank of America Corp | 62.05 | ADD — QUEUED @60.06 | 60.06 | 57.81 | 60.84 (+1.3%) | 62.67 (+4.3%) | 74.69 (+24.4%) | Re-queue of the unfilled 07-23 add: STRONG BUY-ADD cv80 on the reliable PullbackBuy_VWAP cell, held core +4.4%, strong trend (close>EMA50>EMA200, RSI 68). Extended -1.77 ATR past entry so queue a no-chase pullback limit @60.06 (L1). Model Portion 99.33% would double the at-target core; capped to the ~30% BUY-ADD tranche. RSI_DIV noted but RSI<75. 12wk exceeds the RI anchor (OVERVALUED_VS_RI) - assumes growth beyond priced-in. Withdraw if it flips off PullbackBuy or drops <65 at the open. |\n| AAPL | Apple Inc | 333.02 | ADD — QUEUED @308.38 | 308.38 | 298.50 | 314.32 (+1.9%) | 328.17 (+6.4%) | 395.90 (+28.4%) | STRONG BUY-ADD cv80 (Buy_Rank 1) on PullbackBuy_VWAP but richly valued (GROWTH_PRICED_IN MoS -3.16, val_adj -10, size x0.5) and extended -2.89 ATR. The 308.38 VWAP-pullback limit is 7.5% below the 333.02 close => effectively inert; queued at a small tranche capped from the model portion. 12wk 395.9 exceeds DCF anchor 208.95 - projection assumes growth beyond priced-in. Adj conv 67 barely clears the 65 floor. |\n| AXP | American Express Co | 326.17 | SELL 30% | — | 318.00 | n/a | n/a | 338.35 | Q2 beat (EPS vs, revenue +10%, FY revenue guide raised to +10%) but the stock fell ~5% on expenses +12% and a higher tax rate - a margin reaction, not a demand-thesis break. The pre-committed 333.51 catalyst-hold stop broke decisively (-2.2%) post-print; cv collapsed ->0, RSI ->37 with NO reversal print (unlike the oversold Alphabet hold). Measured 30% de-risk honoring the broken stop, held to 30% (not full) by the beat+raise and the book's NoTrade/sell -10 (names bounce). 12wk +3.7% => stop-discipline exit, not neg-12wk. Tighten remainder stop to. |\n| ALLY | Ally Financial Inc | 42.92 | SELL 30% | — | 41.00 | n/a | n/a | 41.62 | L2 fires: decisive close below the 43.47 stop (-1.27%) + negative 12wk 41.62 (-3.0%); RSI ->38 a steady decline (not a spike), NO TRADE x2, armed but deteriorating. Measured 30% de-risk (NoTrade/sell -10 caution -> trim not full). Tighten remainder stop to. |\n| NVR | NVR Inc | 6414.67 | SELL ALL | — | 5887.49 | n/a | n/a | 5947.32 | Active STRONG SELL-REDUCE x4 (FailedBreakout_Down_20D cv65, SR4), 52W breakdown, 12wk 5947.32 (-7.3%); the homebuilder complex NVR/LEN/LEN-B is breaking down. Bounced +4.2% on the anchor day but the sell signal held. Dust - close it. |\n| STZ | Constellation Brands Cl A | 130.16 | SELL ALL | — | 123.40 | n/a | n/a | 97.61 | Active STRONG SELL-REDUCE cv66, 12wk 97.61 (-25%); dust carried 6th session - executor sell-path blocker, not the call. Escalate to market-at-open. |\n| LEN | Lennar Corp Cl A | 84.64 | SELL ALL | — | 79.17 | n/a | n/a | 66.30 | Active STRONG SELL-REDUCE cv75, 12wk 66.3 (-22%); homebuilder breakdown. Dust carried - escalate to market-at-open. |\n| LEN-B | Lennar Corp Cl B | 82.92 | SELL ALL | — | 77.88 | n/a | n/a | 66.20 | Active STRONG SELL-REDUCE cv76 (SR1), 12wk 66.2 (-20%); homebuilder breakdown. Dust carried - escalate to market-at-open. |\n| CVX | Chevron Corp | 194.79 | HOLD | — | 189.50 | n/a | n/a | 206.46 | Armed (+15.1%) but the cv22->0 drop is an RSI-71 breakout drop-out, not deterioration; 12wk +6% alive. Trims give back (07-23 lesson) -> raise the trail to 189.50, don't re-trim. |\n| OXY | Occidental Petroleum Corp | 57.30 | HOLD | — | 55.20 | n/a | n/a | 58.41 | Armed (+17.2%); single-print cv75->0 collapse but was BUY-ADD just yesterday and trims give back -> trail-raise to 55.20, don't trim. |\n| MCO | Moody's Corp | 471.50 | HOLD | — | 458.00 | n/a | n/a | 503.09 | NO TRADE x2 and the just-filled add is underwater (471.5 < 488.58 cost) - not a profit-take despite the spurious PROFIT_ARMED flag. Hold, stop 458; no re-trim on a fresh add. |\n| NUE | Nucor Corp | 247.56 | HOLD | — | 236.64 | n/a | n/a | 258.78 | Armed, HOLD cv80 (AnticipationUp_VCP, not a BUY-ANTICIPATE action), 12wk +4.5% alive. Raise the trail to 236.64. |\n| DVA | DaVita Inc | 235.44 | HOLD | — | 232.74 | n/a | n/a | 314.59 | HOLD cv61, RSI 64, 12wk +33.6% alive; not armed, G3 blocks any trim. Raise trail to 232.74. |\n| GOOGL | Alphabet Inc Cl A | 319.74 | HOLD | — | 300.00 | n/a | n/a | 252.47 | Oversold RSI 32 hold continues (de-risk stays withdrawn); capex-fear overshoot on a Q2 beat, GOOG twin prints ReversalUp_Oversold. Hold full on the 300 stop. |\n| GOOG | Alphabet Inc Cl C | 319.09 | HOLD | — | 300.00 | n/a | n/a | 255.48 | Oversold RSI 33; 07-24 printed ReversalUp_Oversold cv84. Hold full on the 300 stop. |\n| CB | Chubb Ltd | 359.75 | HOLD | — | 341.00 | n/a | n/a | 392.79 | HOLD cv75, armed, 12wk +9% alive. Carry the 341 stop, no fresh trigger. |\n| KO | Coca-Cola Co | 82.25 | HOLD | — | 79.10 | n/a | n/a | 82.46 | HOLD cv57, 12wk flat (+0.3%). Carry the 79.10 stop. |\n| M | Macy's Inc | 23.38 | HOLD | — | 21.63 | n/a | n/a | 25.70 | HOLD cv68, 12wk +10% alive. Carry the 21.63 stop. |\n| SIRI | Sirius XM Holdings Inc | 29.80 | HOLD | — | 29.38 | n/a | n/a | 33.82 | HOLD cv55 (below the 65 add floor after the -3 haircut). Carry the 29.38 stop. |\n| KHC | Kraft Heinz Co | 25.67 | HOLD | — | 25.25 | n/a | n/a | 29.02 | Fresh HOLD cv69 (was NO TRADE x3), 12wk +13% alive but no buy trigger yet. Carry the 25.25 stop. |\n| COF | Capital One Financial Corp | 202.84 | HOLD | — | 190.65 | n/a | n/a | 212.81 | Fresh HOLD cv51, armed, 12wk +5% alive. Carry the 190.65 stop. |\n\n_Track record: 34 graded decisions · 1-week calibration 0.025._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-24T00:00:00.000Z",
      "tags": [
        "usbh",
        "us",
        "eod"
      ]
    },
    {
      "id": "usbh-2026-07-23",
      "url": "https://www.algo2alpha.com/p/usbh/2026-07-23/",
      "title": "Berkshire Mirror — 2026-07-23",
      "summary": "EOD 2026-07-23",
      "content_text": "## USBH End-of-Day Verdict — 2026-07-23\n\nEOD 2026-07-23\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| BAC | Bank of America Corp | 61.28 | ADD — QUEUED @59.93 | 59.93 | 58.58 | 60.73 (+1.3%) | 62.61 (+4.5%) | 73.55 (+22.7%) | BAC is a strong-trending core financial (close 61.28 > EMA50 57.04 > EMA200 53.12, RSI 65) printing a fresh PullbackBuy_VWAP BUY-ADD; the add is queued as a GTC limit at the model 59.93 pullback entry so it fills only on a ~2.2% dip, never chasing the extended close (EdATR -1.17). Adj conv 73 -2 (MoS -0.43) -3 (book PullbackBuy_VWAP/buy bias, n=5 hit.333) = 68, clears the 65 floor. Size x1.0. 45,988-sh model portion is a large single add vs the - scalable at discretion; within. Quality gate off (ADD to held). expires 07-28; withdraw if it flips off PullbackBuy or drops <65 at the open (US-8/US-10). 12wk 73.55 exceeds the RI fair-value anchor (OVERVALUED_VS_RI) - assumes growth beyond priced-in. |\n| DAL | Delta Air Lines Inc | 81.97 | SELL 50% | 81.97 | 79.50 | n/a | n/a | 87.49 (+6.7%) | Loss-prevention exit: DAL decisively broke the pre-committed 83.50 exit line (close 81.97, -1.8%) and the 84.68 monitor stop (-3.2%), now NO TRADE cv0, RSI 39.5 falling, below EMA50 82.70, -11.6% underwater (GainATR -4.71). News confirms the weakness is a broad airline selloff on crude +7.5% (Iran ceasefire ended) plus a Raymond James downgrade to Outperform - a real macro/rating headwind, not an oversold anomaly (RSI 39.5, no reversal print), which is what separates DAL from the Alphabet hold. Honouring the pre-committed contingency at the measured 50% (NoTrade/sell scorecard cell is -10 / 0-of-5 hit, so keep it to the pre-set portion, not a full exit) and hold on a 79.50 stop. 12wk 87.49 is the recovery scenario foregone on the sold half. Sell row prints no Target_Price so 1wk/4wk are n/a; near-term downside ~Est_Low 79.76. |\n| NYT | New York Times Co Cl A | 70.17 | SELL 50% | 70.17 | 68.00 | n/a | n/a | 62.15 (-11.4%) | L2 exit (stop-break + negative 12wk): NYT decisively broke its 71.22 stop (close 70.17, -1.47%), turned 12wk negative (62.15, -11.4%) and sits below EMA200 71.79 / EMA50 74.50, NO TRADE cv0, RSI 38.5 - a confirmed downtrend, not an oversold bounce setup. News confirms: BofA cut its PT to from on media-sector multiple compression plus softer subscriber-growth and FCF-margin concerns. Measured 50% (NoTrade/sell cell -10 caution -> trim not full exit); hold on a 68.00 stop. Sell row no Target_Price -> 1wk/4wk n/a; 12wk 62.15 is the downside stepped out of. |\n| VRSN | VeriSign Inc | 261.58 | SELL 50% | 261.58 | 244.95 | n/a | n/a | 236.00 (-9.8%) | Re-affirms the 07-22 pending 50% trim, now a fresh STRONG SELL - REDUCE cv73 (RallySell_BearTrend, Sell_Rank 3; that cell has hit 3-of-3, report-only). L2 confirmed: below the 265.40 trail, below EMA200 264.91, negative 12wk 236.00 (-9.8%). Measured 50% (small line, whipsaw-prone family); hold on a 244.95 stop. Val GROWTH_PRICED_IN MoS -2.00 (> -3, no amplify). Sell row no Target_Price -> 1wk/4wk n/a; 12wk 236.00 = downside stepped out of. |\n| STZ | Constellation Brands Cl A | 129.27 | SELL ALL | 129.27 | 121.72 | n/a | n/a | 97.23 (-24.8%) | Dust close-out escalated to market-at-open (5th carry, unexecuted since 07-20). Re-confirms STRONG SELL - REDUCE cv73, negative 12wk 97.23 (-24.8%). 23-sh dust; execute in full at the open. |\n| LEN | Lennar Corp Cl A | 82.13 | SELL ALL | 82.13 | 77.74 | n/a | n/a | 62.78 (-23.6%) | Dust close-out escalated to market-at-open (5th carry). SELL - REDUCE cv72 BreakdownDown_52W, deeply negative 12wk 62.78 (-23.6%), below EMA200 99.35. 34-sh dust; execute in full at the open. |\n| LEN-B | Lennar Corp Cl B | 80.72 | SELL ALL | 80.72 | 75.81 | n/a | n/a | 63.06 (-21.9%) | Dust close-out (re-cards now at cv78 >= 65). STRONG SELL - REDUCE cv78 FailedBreakout_Down_20D Sell_Rank 1, negative 12wk 63.06 (-21.9%), below EMA200 95.23. 9-sh dust; execute in full at the open. |\n| CVX | Chevron Corp | 194.42 | HOLD | — | 187.18 | n/a | n/a | 202.83 | Armed (+14.9%, GainATR 6.97) but the cv22->0 move is signal drop-out at an extended level (RSI 71), not deterioration, and 12wk 202.83 is still +4.3% alive; NoTrade/sell -10 and the trims-give-back counterfactual argue no re-trim (already trimmed 07-20). Raise the trail to 187.18 (2.0xATR chandelier) and hold. |\n| NUE | Nucor Corp | 241.15 | HOLD | — | 227.95 | n/a | n/a | 244.58 | Armed (GainATR 3.09, +9.2%) but AVOID cv55 with 12wk 244.58 only +1.4% alive; already halved 07-16, no fresh fire tick. Raise the trail to 227.95 and hold the residual. |\n| AXP | American Express Co | 340.84 | HOLD | — | 333.51 | n/a | n/a | 370.36 | Conviction collapsed and price fell to 340.84 into its Q2 earnings TODAY (07-24). Catalyst-aware hold-through: widen the stop to the model 333.51 (below the print) to avoid an earnings whipsaw; re-assess post-earnings. No add (cv42 < floor), no pre-trim into the catalyst. |\n\n_Track record: 34 graded decisions · 1-week calibration 0.025._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-23T00:00:00.000Z",
      "tags": [
        "usbh",
        "us",
        "eod"
      ]
    },
    {
      "id": "usbh-2026-07-22",
      "url": "https://www.algo2alpha.com/p/usbh/2026-07-22/",
      "title": "Berkshire Mirror — 2026-07-22",
      "summary": "EOD 2026-07-22",
      "content_text": "## USBH End-of-Day Verdict — 2026-07-22\n\nEOD 2026-07-22\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| MCO | Moody's Corp | 489.70 | ADD — QUEUED @480.93 | 480.93 | 464.18 | 490.99 (+2.1%) | 514.49 (+7.0%) | 556.59 (+15.7%) | Moody's Q2 beat and raised full-year guidance (revenue +15%, adjusted EPS +31% to, adj op-margin +440bp to 55.3%, FY adj-EPS midpoint) — a clean post-earnings PullbackBuy_VWAP we add to on a disciplined pullback rather than chasing the +1.8% post-beat close. Queued GTC limit @480.93 (1.8% below close),, size x0.75 for the -1.33 MoS; extended -0.61 ATR so pullback-only, no gap-chase (L6). Adj clears the 65 floor. 12wk 556.59 exceeds the DCF anchor. expires 07-27. |\n| GOOGL | Alphabet Inc Cl A | 342.09 | SELL 30% | 342.09 | 325.00 | n/a | n/a | 304.19 (-11.1%) | Alphabet's Q2 beat on revenue and EPS with Google Cloud +82% and RPO, but shares fell ~2% after-hours on a raised capex guide (-205B) and an operating-margin miss — and the 07-22 close (342.09) already broke the 345 hold-through line, invalidating the standing override. With the earnings catalyst resolved against the hold and the row printing NO TRADE cv0 on a negative 12wk (-11%), the hold-through thesis is spent; take a measured 30% de-risk (keep the core — a fundamental beat, only capex spooked it) rather than repeat the 4-day NO-TRADE bleed (US-1). Sell at the 07-23 open (likely ~-2% gap; de-risk stands, reprice ref only), residual on a stop. |\n| GOOG | Alphabet Inc Cl C | 341.91 | SELL 30% | 341.91 | 325.00 | n/a | n/a | 307.28 (-10.1%) | Alphabet Cl C — same de-risk as GOOGL: Q2 beat overshadowed by a raised capex guide (-2% after-hours), the 07-22 close (341.91) broke the 343 override line, NO TRADE cv0 with a -10% 12wk. Trim 30% at the 07-23 open, residual on a stop. |\n| VRSN | VeriSign Inc | 262.59 | SELL 50% | 262.59 | 255.00 | n/a | n/a | 241.45 (-8.1%) | VeriSign decisively broke its 265.40 trailing stop (close 262.59, -1.06%) with a negative 12-week view (241.45, -8%) — L2's stop-break + negative-forward exit fires even though the label is only AVOID cv53 (FailedBreakout_Down_20D, an actionable -1 sell cell). Measured 50% trim on a small line in a whipsaw family; residual on a tightened stop. |\n| AXP | American Express Co | 348.74 | HOLD | 349.54 | 339.95 | n/a | 366.56 (+4.9%) | 388.30 (+11.1%) | BUY-ADD cv73 -> adj 70 clears the 65 floor (val_adj -3, MoS -0.541) and not extended (+0.11 ATR), but Q2 earnings land 07-24 (2 sessions) — L6/catalyst discipline defers staging an add into the print. Not queued; revisit post-07-24 earnings. |\n| DVA | DaVita Inc | 232.08 | HOLD | 228.89 | 222.07 | n/a | 242.55 (+6.0%) | 315.26 (+37.7%) | BUY-ADD cv71 -> adj 61 < 65 (val_adj -10, MoS -3.83 on a broken DVA FV anchor of 48.05 vs DCF 371.96); G3 also blocks any trim (12wk +37.7%). Hold, keep trail 226.03. |\n| DAL | Delta Air Lines Inc | 83.52 | HOLD | 83.52 | 84.68 | n/a | n/a | 91.67 (+9.8%) | Decisive-looking -1.37% stop break (83.52 vs 84.68) but held the prior-set 83.50 exit line by; signal degraded to STRONG SELL-REDUCE cv31 BreakdownDown_20D Sell_Rank 4, yet 12wk +9.8% (91.67, positive) so L2 does not fire and adj 31 is far below the floor; prior news overrode (Q2 beat, div +15%, 21/24 Strong Buy). Keep the 83.50 line; a decisive close below 83.50 exits 50% at the following open. |\n| CVX | Chevron Corp | 192.98 | HOLD | — | 184.64 | n/a | n/a | 196.99 | Armed (+14%, Gain_ATR 7.11) but not fired: cv27->22 (-5, no collapse), 12wk 196.99 not dead vs close 191.32; trimmed 07-20, no re-trim (optional_trim counterfactual). Raise trail 184..64 (2.0xATR chandelier). |\n| CB | Chubb Ltd | 343.23 | ADD FILLED | 348.24 | 332.71 | n/a | 362.35 (+4.1%) | 367.22 (+5.5%) | The 07-21 queued GTC-limit @348.24 FILLED at the 07-22 open, +, drew to). Now HOLD cv70, flipped UNDERVALUED (MoS +0.006, FV 345.17). Keep stop 332.71. |\n| OXY | Occidental Petroleum Corp | 57.50 | SELL 30% | 56.53 | 53.48 | n/a | n/a | 56.38 (-0.3%) | Carry-forward: the 07-21 SELL 30% profit-take did NOT execute (holdings unchanged 3,766). Still armed (+17.6%, Gain_ATR 5.83) + dead-12wk (56.38<56.53); re-queued pending 07-23, keep 2,636-sh target, trail 53.48. Escalate to market close-out if unfilled again. |\n| STZ | Constellation Brands | 132.08 | SELL ALL | 132.08 | 125.85 | n/a | n/a | 100.95 (-23.6%) | Carry-forward (3rd consecutive): the 07-20 SELL 100% dust close-out is still unexecuted. AVOID cv61, 12wk -23.5%. Escalate to a market-at-open close-out, execute 07-23. |\n| LEN | Lennar Corp Cl A | 82.15 | SELL ALL | 82.15 | 77.53 | n/a | n/a | 63.13 (-23.2%) | Carry-forward (3rd consecutive): the 07-20 SELL 100% dust close-out is still unexecuted; re-confirms STRONG SELL-REDUCE cv78 Sell_Rank 1, 12wk -23%. Escalate to a market-at-open close-out, execute 07-23. |\n\n_Track record: 26 graded decisions · 1-week calibration 0.025._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-22T00:00:00.000Z",
      "tags": [
        "usbh",
        "us",
        "eod"
      ]
    },
    {
      "id": "usbh-2026-07-21",
      "url": "https://www.algo2alpha.com/p/usbh/2026-07-21/",
      "title": "Berkshire Mirror — 2026-07-21",
      "summary": "EOD 2026-07-21",
      "content_text": "## USBH End-of-Day Verdict — 2026-07-21\n\nEOD 2026-07-21\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| CB | Chubb Ltd | 354.80 | ADD — QUEUED @348.24 | 348.24 | 332.71 | 353.65 (+1.6%) | 366.26 (+5.2%) | 386.36 (+10.9%) | Chubb printed a fresh STRONG BUY-ADD on the reliable pullback-to-VWAP setup (cv85, Buy_Rank 1) as its Q2 results landed 07-21; we queue a below-close buy-limit that fills only on a pullback so we ride the trend without chasing the earnings pop. Extended -0.84 ATR past the 348.24 entry -> QUEUE not market (no-chase). Model add portion 99.33pct x 8,216 = (, a near-doubling ADD; within 60pct max-position +; scalable at user discretion). Val neutral (OVERVALUED_VS_RI MoS -0.028, val_adj 0, size x1.0). 12wk 386.36 exceeds RI FV anchor 345.17 -> growth-beyond-priced-in. L6-safe pullback-only limit into the Q2 call 07-22 8:30 ET. expires_on 07-24; execute 07-22 open. |\n| OXY | Occidental Petroleum Corp | 56.50 | SELL 30% | 56.50 | 53.48 | 55.58 (-1.6%) | n/a | 53.44 (-5.4%) | A +15.5pct armed winner (Gain_ATR 5.02, T12 105.7pct) whose signal deteriorated hard this session — conviction collapsed (a bullish add-candidate flipping to a neutral hold) on a dead 12wk — so we bank a measured 30pct and keep 70pct to ride the trail. Fire tick (b) conviction collapse; persistent dead-12wk (c) does not escalate to 50pct (optional_trim counterfactual: trims give back -0.6pct). Valuation MoS -3.087 would bump but G2 suppresses the amplify (DCF 33.47 << Target 53.44). Keep; raise trail 52..48 (2.0xATR chandelier). News neutral: Evercore Outperform PT is 07-08 stale/priced-in, supports keeping the residual, does not cancel a signal-based partial. 4wk n/a (65.11 target not conviction-supported at cv22). |\n| CVX | Chevron Corp | 191.07 | HOLD | — | 184.02 | n/a | n/a | 190.29 | Armed (+12.9pct, Gain_ATR 6.21) but NOT fired: conviction held (no collapse) with only the persistent dead-12wk tick, and CVX was trimmed at the 07-20 open — a name de-risked one session ago is not re-cut on a stale tick, so raise the trail and ride. Trail 181..02 (2.0xATR chandelier). The BreakoutUp label at cv27 is the flagged cascade contradiction, treated as noise. |\n| DVA | DaVita Inc | 237.28 | HOLD | — | 226.03 | n/a | 248.53 | 327.74 | RSI_DIV at RSI 70 plus extreme MoS -3.90 would elevate a trim under the warning+valuation rule, but the forward-view gate (G3) blocks it: the 12wk view is +38pct (327.74 vs 237.28) and the signal is not bearish, so cutting here would be selling a winner. Not armed (Gain_ATR 0.42). Watch the divergence; raise trail 219..03 (printed chandelier). |\n| VRSN | VeriSign Inc | 266.15 | HOLD | — | 265.40 | n/a | 280.90 | 250.61 | Armed via T12 (Gain_ATR 1.32, +3.79pct) on the persistent dead-12wk only; conviction rose (no tick b) and it is only 1 NO TRADE (tick d not matured), so no trim. Keep manual trail 265.40 (above the 251.40 chandelier). |\n| AAPL | Apple Inc | 327.74 | HOLD | — | 317.70 | n/a | 344.18 | 393.24 | No longer armed (Gain_ATR 2.32 < 3.0); conviction recovered; 12wk 393.24 (+20pct, alive). Strongest core hold — keep the manual trail 317.70 (above the 311.30 chandelier). |\n| DAL | Delta Air Lines Inc | 84.63 | HOLD | — | 84.68 | n/a | n/a | 94.79 | Third marginal stop touch (84.63 vs 84.68, -0.06pct) but held: 12wk is +12.0pct positive (94.79) so the L2 stop-break+neg-12wk exit does not fire, and the fundamentals override the bearish -5 whipsaw-cell print (strong Q2, dividend +15pct, MS PT 115). Keep stop 84.68; only a decisive close below ~83.50 (>1pct through) triggers a next-session exit. |\n| NUE | Nucor Corp | 233.20 | HOLD | — | 223.00 | n/a | n/a | 230.70 | Already halved 07-16; NO TRADE cv0 but tick (d) has not matured (07-20 AVOID broke the NO-TRADE run). No re-trim on a name de-risked last week absent a fresh price break. Keep trail 223. |\n| GOOGL | Alphabet Inc Cl A | 347.15 | HOLD | — | 345.00 | n/a | n/a | 315.50 | Alphabet reports Q2 after todays (07-22) close. Standing overlay HOLD override into the print: hold through the scheduled catalyst rather than pre-position, no pre-trim, reassess on the result. Override invalidates on a close below 345. |\n| GOOG | Alphabet Inc Cl C | 346.19 | HOLD | — | 343.00 | n/a | n/a | 317.41 | Class C held on the same GOOGL Q2 catalyst-aware basis (reports after the 07-22 close); overlay HOLD override, no pre-trim, stop 343. Invalidates on a close below 343. |\n| NVR | NVR Inc | 6325.40 | HOLD | — | 5943.43 | n/a | n/a | 6073.07 | New STRONG SELL-REDUCE print (Sell_Rank 2) but adj 60 < 65 floor; 3-share dust on the report-only RallySell cell. Not carded; wind down on chandelier stop 5943.43 if it re-prints cv>=65. |\n| LEN-B | Lennar Corp Cl B | 80.41 | HOLD | — | 75.77 | n/a | n/a | 63.73 | STRONG SELL-REDUCE cv56 Sell_Rank 3, adj 56 < 65 floor; 9-sh dust on stop 75.77. Symmetry with LEN noted; re-cards at cv>=65. |\n| JEF | Jefferies Financial Group | 56.74 | WATCH | 56.74 | 55.56 | n/a | 60.74 (+7.0%) | 59.54 (+4.9%) | BUY cv69 but blocked twice as a new entry : the quality gate fails (Quality_Pass False, OVERVALUED_VS_RI) and it sits on the US-10 trap cell (FailedBreakdown_Up needs raw cv>=75). Not carded. |\n| AXP | American Express Co | 350.79 | HOLD | 348.91 | 339.95 | n/a | 366.86 (+5.1%) | 395.50 (+13.4%) | BUY-ADD cv66 on the good pullback cell, but val_adj -3 (OVERVALUED_VS_RI MoS -0.566) -> adj 63 < 65 floor; Q2 earnings 07-24 (3 sessions) argue against staging an add into the print (L6). Not queued. |\n| SIRI | Sirius XM Holdings | 30.29 | HOLD | 29.86 | 29.02 | n/a | 31.52 (+5.6%) | 36.09 (+20.9%) | BUY-ADD cv66 but val_adj -10 (MoS -2.806) -> adj 56 < 65 floor; extended -0.60 ATR besides. Not queued. |\n| STZ | Constellation Brands | 130.66 | SELL ALL | 130.66 | 125.85 | n/a | n/a | 99.71 (-23.7%) | Carry-forward: the 07-20 SELL 100pct dust close-out did NOT execute at the 07-21 open (holdings unchanged, monitor no-trade) — re-queued pending_next_open for 07-22. Signal faded to AVOID cv56 but the 13F-seed sub-lot wind-down still stands. Escalate to a market close-out if unfilled again. |\n| LEN | Lennar Corp Cl A | 81.84 | SELL ALL | 81.84 | 76.54 | n/a | n/a | 63.50 (-22.4%) | Carry-forward: the 07-20 SELL 100pct dust close-out did NOT execute at the 07-21 open — re-queued pending_next_open 07-22. Still STRONG SELL-REDUCE cv70 (5th+ consecutive REDUCE, 12wk -22pct); thesis intact. Escalate to a market close-out if unfilled again. |\n\n_Track record: 23 graded decisions · 1-week calibration 0.025._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-21T00:00:00.000Z",
      "tags": [
        "usbh",
        "us",
        "eod"
      ]
    },
    {
      "id": "usbh-2026-07-20",
      "url": "https://www.algo2alpha.com/p/usbh/2026-07-20/",
      "title": "Berkshire Mirror — 2026-07-20",
      "summary": "EOD 2026-07-20",
      "content_text": "## USBH End-of-Day Verdict — 2026-07-20\n\nEOD 2026-07-20\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| STZ | Constellation Brands Cl A | 134.36 | SELL ALL | 134.36 | 125.85 | n/a | n/a | 104.01 (-22.6%) | Constellation Brands is the book's top-ranked sell: a stable, thrice-repeated failed-breakout signal with the model's 12-week view sitting 22.6% below today's price, and a fair-value read that offers no offsetting discount. The business case is still unresolved - beer is stabilising and carries ~94% of sales, but wine and spirits plus tariffs keep guidance cautious and the shares are down ~40% over three years. We close the whole line rather than the model's 88.5% portion because this is a 23-share residual left from an earlier exit, and 3 leftover shares is not a position. Stable STRONG SELL-REDUCE x3, Sell_Rank 1; adj 68 = cv73 with the actionable FailedBreakout_Down_20D/sell -5 bias, clears the 65 floor. MoS -0.88 > -3 so no valuation tier bump (amplify-only). News neutral, no override. 1wk/4wk estimates n/a - sell-side row prints no Target_Price. Executes at the 07-21 open (L8). |\n| LEN | Lennar Corp Cl A | 82.90 | SELL ALL | 82.90 | 76.93 | n/a | n/a | 65.66 (-20.8%) | Lennar has printed a bear-trend rally-sell for five straight sessions - the most stable sell signal in the book - and the model's 12-week view is 20.8% below today's price. The news confirms rather than contradicts it: average delivered home price is down 5% year-on-year to, margins are still compressing, and the most recent analyst move was only an upgrade to Hold. We close the whole 34-share residual left from the earlier exit; the model's 88.5% portion would strand. Adj 65 = cv65 with bias 0 (RallySell_BearTrend/sell report-only, n=1); exactly at the floor. MoS -0.67 > -3, no tier bump. 1wk/4wk n/a - no Target_Price on the sell row. Executes at the 07-21 open (L8). |\n| — | Lennar Corp Cl B | — | NO ACTION | — | — | n/a | n/a | n/a | Same bear-trend sell case as Lennar Class A but two conviction points under the action floor, so we leave the 9-share stub in place rather than bend the threshold. It runs on a 76.13 stop and re-cards the first session it prints 65 or better. Logged as a conditional so the counterfactual grader prices what not selling the stub cost. |\n| — | Jefferies Financial Group | — | NO ACTION | — | — | n/a | n/a | n/a | Jefferies printed the book's cleanest fresh buy trigger - a recovery signal right at the model entry with no chase required - but it fails the quality screen we require of any brand-new position: the F-Score/free-cash-flow test is not passed and the residual-income read says overvalued. We pass rather than start a position on a name the valuation layer cannot vouch for. Hard quality-gate block on a new entry (, Quality_Pass False); independently the FailedBreakdown_Up_20D cell is a learnings-US-10 trap requiring raw conviction >= 75 and cv74 misses. Not queued. |\n| — | American Express Co | — | NO ACTION | — | — | n/a | n/a | n/a | American Express sits on the book's most reliable buy pattern - a pullback toward its volume-weighted average price - and the 12-week view is a healthy +15%, but after the valuation haircut for a stock trading above its residual-income worth the case lands just under our action threshold, and Q2 earnings are four sessions away. We do not stage adds into a print. Adj 63 = cv66 + val_adj -3 (clamp(round(-0.566*5))), bias 0 (PullbackBuy_VWAP/buy report-only n=3); below the 65 floor. Also -0.45 ATR extended past entry so it could only queue. Whipsaw trail ->cv0->66. Re-evaluate post-earnings. |\n| OXY | Occidental Petroleum Corp | 55.19 | HOLD | 52.19 | 52.06 | n/a | 55.82 (+7.0%) | 50.48 (-3.3%) | Occidental flipped back to a buy signal on the same day our 30% profit-trim executed, but we are not buying it back: the model's own 12-week price target of sits below the entry it is asking us to pay, so the trade would be buying into a negative forward view, and the shares are already 1.9 ATR above that entry. We hold the remaining and raise the trailing stop instead. Adj exactly 65 (cv75, val_adj -10 on MoS -3.09) - touches the floor but fails on substance plus the same-session flip-flop bar. Armed (+12.8%, Gain_ATR 4.02, T12 109%) with only the persistent dead-12wk tick and conviction recovering, so no re-trim. Trail 51..06 (2.0x ATR chandelier). |\n| CVX | Chevron Corp | 189.71 | HOLD | 188.22 | 181.88 | n/a | 212.59 (+12.9%) | 184.09 (-2.2%) | Chevron's 30% de-risk executed at this morning's open and the position is now stable: conviction is recovering and only the stale dead-12-week flag remains, which is not grounds to cut a name we just trimmed. We hold the remaining and lift the trailing stop to lock in more of the 12% gain. Armed (Gain_ATR 5.24, T12 103%) but no new deterioration tick; trail 179..88 (2.0x ATR chandelier). |\n| VRSN | VeriSign Inc | 277.61 | HOLD | — | 265.40 | n/a | n/a | 266.88 | VeriSign is sitting on an 8.3% gain with the model's 12-week view now roughly level with the price, but today's no-trade print is only the first in a row (the two before it were avoids), so the repeated-stall trigger has not matured. We protect the gain with a higher trailing stop rather than trim into no fresh evidence. Armed (Gain_ATR 3.47) on the persistent dead-12wk tick only; trail.40 (2.0x ATR chandelier). |\n| DAL | Delta Air Lines Inc | 84.54 | HOLD | 84.54 | 84.68 | n/a | n/a | 96.05 (+13.6%) | Delta brushed its stop by 0.17% and the chart flipped bearish, but the company news points the other way: a strong Q2, a 15% dividend increase, full-year guidance reaffirmed at -7.50, analysts at Strong Buy and a Morgan Stanley target lift to With the model's own 12-week view still +13.6%, a fractional stop touch is not an exit. We hold and require a decisive break to act. Marginal breach held on the CB precedent (07-15); L2 does not fire (12wk positive). Keep stop 84.68; a decisive close below ~83.50 (>1% through) triggers a next-session exit. Signal sits on the -5 FailedBreakout_Down_20D whipsaw cell. |\n| AAPL | Apple Inc | 326.59 | HOLD | — | 317.70 | n/a | n/a | 392.55 | Apple's signal went quiet today on conflicting indicators, but the position is up 5.8% with a 12-week view 20% above the price - a stalled reading, not a deteriorating one. It is no longer in profit-take range either, so we simply hold the largest core position on its existing trailing stop. Conviction (consensus conflict); Gain_ATR 2.13 < 3.0 so not armed. Keep the manual trail 317.70 (above the 309.74 chandelier). |\n| NUE | Nucor Corp | 230.74 | HOLD | 230.74 | 223.00 | n/a | n/a | 228.79 (-0.8%) | Nucor was already halved last week and today's bearish print sits on the book's least reliable sell pattern, so we let the remaining half run on its stop rather than cut twice into the same weak signal. Adj 48 after the -5 whipsaw-cell bias, well below the floor; armed with a dead 12wk but no fresh tick. Keep trail 223 (tighter than the 218.52 chandelier). |\n| GOOGL | Alphabet Inc Cl A | 351.99 | HOLD | — | 345.00 | n/a | n/a | 324.93 | Alphabet reports Q2 tomorrow. Our standing rule is to hold through a scheduled catalyst rather than pre-position into it, so the position stays intact on its stop and we reassess on the print. Overlay HOLD override active (catalyst within 5 sessions); no pre-trim. GOOG Cl C held on the same basis at stop 343 (AVOID cv62). Override invalidates on a close below 345. |\n\n_Track record: 21 graded decisions · 1-week calibration 0.644._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-20T00:00:00.000Z",
      "tags": [
        "usbh",
        "us",
        "eod"
      ]
    },
    {
      "id": "usbh-2026-07-17",
      "url": "https://www.algo2alpha.com/p/usbh/2026-07-17/",
      "title": "Berkshire Mirror — 2026-07-17",
      "summary": "EOD 2026-07-17",
      "content_text": "## USBH End-of-Day Verdict — 2026-07-17\n\nEOD 2026-07-17\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| OXY | Occidental Petroleum Corp | 54.86 | SELL 30% | 54.86 | 51.79 | 53.13 (-3.2%) | 57.93 (+5.6%) | 49.09 (-10.5%) | Profit-take on an armed energy winner (+12.2%, Gain_ATR 3.9): bank 30% into a fresh RSI_DIV deterioration tick plus a dead 12wk view (49.09 < spot 54.86). Already halved 07-14; one new tick -> profit_take_1 (30%), keep 3,766 to ride. Valuation MoS -3.09 would bump the tier but G2 suppresses it (DCF 33.47 unreliable vs Target 49.09). Raise chandelier trail.79. Executes at the 07-20 open (L8); reprice if the open gaps >1.5%. |\n| CVX | Chevron Corp | 187.38 | SELL 30% | 187.38 | 179.80 | 184.07 (-1.8%) | 208.46 (+11.2%) | 176.34 (-5.9%) | Profit-take on an armed winner (+10.7%, Gain_ATR 4.8): conviction collapsed and the 12wk view is dead (176.34 < spot 187.38) despite a fresh BreakoutUp label — the forward view and consensus disagree with the breakout, so bank 30%. Already halved 07-14; one new tick -> profit_take_1 (30%), keep 1,104 to ride. G2 suppresses valuation amplify (DCF 82 unreliable vs Target 176). Raise chandelier trail.80. Executes at the 07-20 open (L8); reprice if the open gaps >1.5%. |\n| DAL | Delta Air Lines Inc | 84.17 | HOLD | 84.17 | 84.68 | n/a | 89.40 (+6.2%) | 97.39 (+15.7%) | Marginal 0.6% stop-break (84.17 vs 84.68) but 12wk is +15.7% positive and the signal is a recovery bounce -> not an L2 exit. CB-precedent hold; keep stop 84.68, a decisive close <~83.5 triggers a next-session exit. Conviction faded — watch, do not pre-sell a failed-breakdown-up with a positive forward view. |\n| AAPL | Apple Inc | 333.74 | HOLD | — | 317.70 | n/a | 383.61 | 402.61 | Armed (+8.1%, Gain_ATR 3.1) but NOT fired (cv73 stable, no other EW code, 12wk +20.6% alive) -> mandatory trail-raise 299..70 (2.0xATR chandelier). Strongest core hold. |\n| VRSN | VeriSign Inc | 277.66 | HOLD | — | 262.00 | n/a | n/a | 263.15 | Armed (+8.3%) + persistent dead-12wk only, no new tick, AVOID cv0 -> trail-hold 262, no churn re-trim; revisit only on a fresh tick. |\n| NUE | Nucor Corp | 236.61 | HOLD | — | 223.00 | n/a | n/a | 237.75 | 2 consecutive NO TRADE (tick d) but already halved 07-16 ( residual) -> keep trail 223, no churn re-trim absent a fresh price break. |\n| GOOGL | Alphabet Inc Cl A | 346.77 | HOLD | — | 345.00 | n/a | n/a | 322.58 | Overlay standing HOLD override into 07-22 Q2 earnings (~3 sessions); catalyst-aware, keep stop 345, no pre-trim. |\n| GOOG | Alphabet Inc Cl C | 346.12 | HOLD | — | 343.00 | n/a | n/a | 324.41 | Overlay standing HOLD override into 07-22 Q2 earnings; keep stop 343, no pre-trim into the print. |\n\n_Track record: 19 graded decisions · 1-week calibration 0.644._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-17T00:00:00.000Z",
      "tags": [
        "usbh",
        "us",
        "eod"
      ]
    },
    {
      "id": "usbh-2026-07-16",
      "url": "https://www.algo2alpha.com/p/usbh/2026-07-16/",
      "title": "Berkshire Mirror — 2026-07-16",
      "summary": "EOD 2026-07-16",
      "content_text": "## USBH End-of-Day Verdict — 2026-07-16\n\nEOD 2026-07-16\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| AXP | American Express Co | 361.57 | ADD — QUEUED @346.91 | 346.91 | 330.88 | 352.49 (+1.6%) | 365.50 (+5.4%) | 418.89 (+20.7%) | JPMorgan upgraded AXP to Overweight as its preferred card name and Evercore lifted its target to — a fresh Buy-Rank-1 PullbackBuy on a strong uptrend (above all EMAs) makes this the book's cleanest add, but price ran ~4% past the pullback entry so we queue rather than chase. Held core so the F-Score quality gate does not block the ADD; OVERVALUED_VS_RI val_adj -3 -> adj 83. Repriced from the 07-15 @346.40 GTC and rolled to expiry 07-21; + is model Portion 99.33% scaled to a measured ~14% pyramid given AXP is already the #2 weight and RSI_DIV is present. Earnings 07-24 BMO is past expiry (no catalyst conflict). If the 07-17 open never pulls back to 346.91 the order expires — no chase. |\n| NUE | Nucor Corp | 235.67 | SELL 50% | 235.67 | 223.00 | 235.51 (-0.1%) | n/a | 235.15 (-0.2%) | Genuine fired profit-take: NUE reached its 12-week target (T12_Progress 100.2%, +6.8% unrealized, Gain_ATR 2.69) and then its signal collapsed from cv58 to NO TRADE cv0 ('Consensus conflict + low conviction') with a dead-flat forward view — bank half and protect the gain while the setup is spent. Armed + ticks (b) conviction collapse and (c) dead-12wk -> profit_take_2 50%. Book's most material sell candidate; keep on a raised trail Executes at the 07-17 open (L8). |\n| LEN | Lennar Corp | 86.40 | SELL 88.52% | 86.40 | 80.26 | 81.54 (-5.6%) | n/a | 70.20 (-18.8%) | Lennar's spring selling season came in weak — UBS cut its target to (Neutral) and JPMorgan to (Underweight) on lowered FY26 guidance, and the stock is -13.6% YTD. Technically a stable 3-print STRONG SELL-REDUCE trading below its 200-day EMA with a dead 12-week view (70.20, ~-19%): a valid trend exit despite the -7 whipsaw cell, since the below-200DMA + negative-forward stack is structural. Exit the Lennar complex (paired with LEN-B); residual winds down on stop 80.26. Executes at the 07-17 open (L8). |\n| LEN-B | Lennar Corp Cl B | 84.74 | SELL 88.52% | 84.74 | 79.90 | 80.37 (-5.2%) | n/a | 70.18 (-17.2%) | Class B of the Lennar exit — broke its stop (88.14, -3.86%, loss-prevention) and sits below its 200-day EMA with a dead 12-week view (70.18, -17%). Same downgrade-driven housing weakness as LEN (UBS/JPM target cuts, weak spring demand). Trim the complex together; residual winds down on stop 79.90. Executes at the 07-17 open (L8). |\n| KR | Kroger Co | 58.61 | SELL 50% | 58.61 | 54.95 | 54.20 (-7.5%) | n/a | 43.91 (-25.1%) | Loss-prevention: KR broke its stop (60.03, -2.37%) and flipped to STRONG SELL-REDUCE below its 200-day EMA with a sharply negative 12-week view (43.91, -25%) — an L2 stop-break + neg-12wk exit, and not-trimming it on 07-09 already cost 5.5%. But KR is UNDERVALUED with Quality_Pass True (F-Score 7), so valuation argues down one tier: take only 50% ('sell the cheap, quality name at the minimum') and keep on stop 54.95. Executes at the 07-17 open (L8). |\n| STZ | Constellation Brands | 135.72 | NO ACTION | 135.72 | 126.78 | n/a | n/a | 103.71 (-23.6%) | Valid 2-print STRONG SELL-REDUCE (cv75, adj 68) below its 200-day EMA with a dead 12-week view (103.71), but only / — immaterial to card. Wind down on a tightened chandelier stop; grade what not-trimming this dust costs. |\n| VRSN | VeriSign Inc | 275.22 | NO ACTION | 275.22 | 262.00 | n/a | n/a | 255.44 (-7.2%) | Armed winner (+7.3%, T12_Progress 107.7%) with a single dead-12wk tick (255.44, -7.2%) -> an optional 30% profit-trim, but the name is NoSignal cv0 and the dead-12wk is a persistent tick, not fresh deterioration. Long-only quality mirror name: raise the trail to rather than churn-trim; revisit only if a new tick appears. Grade what not-trimming costs. |\n| GOOGL | Alphabet Inc Cl A | 354.46 | HOLD | 354.46 | 345.00 | n/a | n/a | 338.72 (-4.4%) | AVOID cv53 and fired profit-take ticks (b conviction fade + c dead-12wk), but the standing news-overlay HOLD override into the 07-22 Q2 earnings wins — hold through the catalyst above the 345 stop, no pre-trim (same for GOOG at 343). Invalidated only on a close below 345. |\n\n_Track record: 14 graded decisions · 1-week calibration 0.644._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-16T00:00:00.000Z",
      "tags": [
        "usbh",
        "us",
        "eod"
      ]
    },
    {
      "id": "usbh-2026-07-15",
      "url": "https://www.algo2alpha.com/p/usbh/2026-07-15/",
      "title": "Berkshire Mirror — 2026-07-15",
      "summary": "EOD 2026-07-15",
      "content_text": "## USBH End-of-Day Verdict — 2026-07-15\n\nEOD 2026-07-15\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| AXP | American Express Co | 358.44 | ADD — QUEUED @346.40 | 346.40 | 328.75 | 352.54 (+1.8%) | 366.87 (+5.9%) | 411.11 (+18.7%) | Fresh STRONG BUY-ADD cv93 on PullbackBuy_VWAP (Buy_Rank 1) off a stable HOLD base — the book's most reliable buy cell (L1) — with a Buy-to-Buy upgrade ahead of the 07-24 earnings confirming the tape; valuation is a mild headwind (OVERVALUED_VS_RI, MoS -0.57 -> val_adj -3, adj 90). Add only on a pullback: close 358.44 sits 1.36 ATR above the model limit, so QUEUE a gtc_limit at 346.40 (range 344.19-348.61), never chase (L6/US-9). Measured ~14%% pyramid (+) not the model's full double, given AXP is already the 17.4%% # weight and RSI_DIV is present. Expires 07-20 (before earnings); 12wk 411.11 sits under DCF 425.56 (no over-DCF flag). f=0.30 (L5). |\n| OXY | Occidental Petroleum Corp | 53.77 | HOLD | — | 51.00 | n/a | n/a | 46.64 | Retained half from the 07-14 50%% profit-take. Still armed (T12 progress 115%%) but the only fire tick is the persistent dead-12wk (46.64) that was already acted on yesterday, and conviction improved NO TRADE->HOLD cv62 with price 53. above the raised trail -> hold the retained on trail no churn re-trim (a static tick shouldn't re-fire daily). |\n| CVX | Chevron Corp | 181.60 | HOLD | — | 174.00 | n/a | n/a | 161.76 | Retained half from the 07-14 50%% profit-take. Armed (Gain_ATR 3.28) but the only fire tick is the persistent dead-12wk (161.76) already acted on yesterday; conviction improved NO TRADE->HOLD cv51, price 181.60 above the raised trail -> hold the retained on trail no churn re-trim. |\n| CB | Chubb Ltd | 337.44 | HOLD | — | 326.00 | n/a | n/a | 361.81 | Marginal 0.17%% close-through (337.44 vs the 338.00 stop) on a core holding, but the signal recovered to PullbackBuy_VWAP cv62 with a POSITIVE 12wk (361.81, +7.2%%) -> this is NOT an L2 exit (needs stop-break AND neg-12wk). Widen the stop to the model 326.06 so the prior tight anchor stops tripping on noise. |\n| LEN | Lennar Corp Cl A | 85.29 | NO ACTION | — | 80.26 | n/a | n/a | 67.89 | Stable STRONG SELL-REDUCE cv75 Sell_Rank 1 with a negative 12wk (67.89), but only (0.03%% of a book) and on the FailedBreakout_Down/sell cell that grades -7 (hit_1w.167 -> calls tops that bounce). Immaterial + adverse cell -> not carded; let it wind down on the chandelier stop 80.26. Marked optional so the counterfactual grader prices what not cleaning it up costs. |\n\n_Track record: 14 graded decisions · 1-week calibration 0.644._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-15T00:00:00.000Z",
      "tags": [
        "usbh",
        "us",
        "eod"
      ]
    },
    {
      "id": "usbh-2026-07-14",
      "url": "https://www.algo2alpha.com/p/usbh/2026-07-14/",
      "title": "Berkshire Mirror — 2026-07-14",
      "summary": "EOD 2026-07-14",
      "content_text": "## USBH End-of-Day Verdict — 2026-07-14\n\nEOD 2026-07-14\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| BAC | Bank of America Corp | 60.62 | WATCH — queued order lapsed | — | — | n/a | n/a | n/a | Queued buy @61.17 lapsed — closed 60.62 below the level; awaiting reprice at the next end-of-day run. Pyramid add on a fresh MomentumContinuation_Up STRONG BUY-ADD (cv93, Buy_Rank 1, conviction climbing into a confirmed Q2 earnings beat (07-14 6:45am ET: EPS 13e +27% YoY, rev 62Be) — the market's post-print reaction, so no front-running. Held core so the failed quality gate does not block the ADD; mild overvaluation (OVERVALUED_VS_RI, MoS -0.30) trims adj conviction to 91, well clear of the floor. QUEUED as a GTC buy-stop @61.17 (fills only on continued strength, self-limiting) — sized down from the model's 99.33% (full double, +) to a measured ~35% pyramid of because L6/US-9 forbid chasing a post-earnings gap on a core mirror name. Stop 58.37; RSI 69.6 + RSI_DIV is a G1 caution not a block. Expires 07-17. L8/US-9: if the 07-15 open gaps >~1.5% past 61.17 (>), WITHDRAW and re-arm on a pullback to VWAP/EMA10 — do not chase. |\n| LLYVK | Liberty Live Group Ser C | 104.13 | ADD — QUEUED @103.48 | 103.48 | 97.81 | 105.45 (+1.9%) | 110.06 (+6.4%) | 115.07 (+11.2%) | Small pyramid add on the L1-favored PullbackBuy_VWAP family (Buy_Rank 2) with a proper pullback-limit entry below the close (not a chase). Marginal — adj conviction 66 clears the 65 floor by one; the PullbackBuy cell is only report-only here (n=2) so no positive bias applied. NA valuation so the quality gate is off and val_adj is 0. QUEUED GTC buy-limit @103.48 (range 102.77-104.19), + (, Portion 29.97% x 2,462) — kept small: thin/illiquid Liberty Live tracking stock and the add sits on a -3.6% position. Stop 97.81. Expires 07-17. L8: reprice if the open gaps >1.5%. |\n| OXY | Occidental Petroleum Corp | 54.57 | SELL 50% | 54.57 | 51.00 | 52.24 (-4.3%) | n/a | 46.81 (-14.2%) | First GENUINE profit-take on this book: the day-1 89%-trim residual (, avg cost 48.91) has run to +11.6% and crossed a real arm — Gain_ATR 3.2, T12_Progress 116.6% (the 12-week target is exceeded). Deterioration ticks fire it: (c) the model's forward view is now negative (12wk 46.81 << close 54.57) and (d) two consecutive NO TRADE prints. Per ADR-0012 that is a signal-based reason to bank the winner: profit_take_2 = 50% = @ (, ~+ banked). Oil rolling off the May peak (WTI) confirms the de-risk; but a fresh Evercore upgrade (Outperform, PT) argues to keep the other half — hold and raise the chandelier trail to. Distinct from the persistent spurious seed-cost PROFIT_ARMED (this arm is a real positive Gain_ATR>=3). L8: execute at the 07-15 open / closing auction; reprice if it gaps. |\n| CVX | Chevron Corp | 181.76 | SELL 50% | 181.76 | 174.00 | 174.88 (-3.8%) | n/a | 158.81 (-12.6%) | Genuine profit-take on the day-1 89%-trim residual (, avg cost 169.20) now +7.4%: Gain_ATR 3.33, T12_Progress 114.5% (12-week target exceeded). Fired by (c) dead/negative model 12wk (158.81 < close 181.76) and (d) two consecutive NO TRADE prints -> profit_take_2 50% = @ (, ~+ banked). CVX is -10% over the past month as oil pulled back from its May peak (guidance intact) — confirms the partial de-risk. Keep the retained and raise the trail to. Valuation OVERVALUED_VS_RI (MoS -0.03) negligible. L8: execute at the 07-15 open / closing auction. |\n| LPX | Louisiana-Pacific Corp | 75.41 | SELL ALL | 75.41 | 77.96 | 73.84 (-2.1%) | n/a | 70.16 (-7.0%) | Residual clean-up exit on the L2 basis: a decisive close below the carried stop (75.41 < 77.96, -3.27%) paired with a negative 12-week projection (70.16 vs 75.41) is itself a signal-based exit (CLAUDE.md §9 / learnings L2), even though the engine still prints AVOID/NO-TRADE. Extreme overvaluation (MoS_FV -5.20) amplifies (§9c). Full exit of the 1,412-sh sliver @, realizing -4.9%. Cell caution noted: FailedBreakout_Down/sell grades -7 (whipsaws), but the stop-break + neg-12wk + MoS -5.2 stack is a strong combined basis and this is an immaterial residual. L8: execute at the 07-15 open. |\n| CB | Chubb Ltd | 346.22 | HOLD | — | 338.00 | n/a | n/a | 381.26 | Monitor flagged a stop breach (close 346.22 < carried stop 349.73, -1.0%), but this is a marginal 1% close-through on a core mirror holding with a positive +10% forward view (12wk 381.26) and no sell signal (NO TRADE cv0, not armed: Gain_ATR -1.86). Within noise — the 349.73 anchor stop was too tight. HOLD and reset the stop to (~1x ATR under the close). Judgment call, not a mechanical dump; the FailedBreakout/sell -7 cell also cautions against selling here. |\n| GOOGL | Alphabet Inc Cl A | 359.51 | HOLD | — | 345.00 | n/a | n/a | 340.27 | AVOID cv57 (faded from the earlier STRONG SELL-REDUCE), close 359.51 above the 345 stop. Overlay standing override HOLD into the 07-22 Q2 earnings (Dow inclusion + Cloud +48%/ backlog + Gemini) — catalyst-aware hold-through, no pre-trim. Keep 345 stop; GOOG (Cl C) parallels at 343. Reassess post-earnings. |\n| JEF | Jefferies Financial Group | 53.96 | SELL ALL | 53.96 | 58.14 | n/a | n/a | 51.68 (-4.2%) | Immaterial residual that qualifies for an L2 exit — stop-break (53.96 < 58.14, -5.07%) + negative 12wk (51.68) — but is too small to earn a full card. Ledgered optional so the counterfactual grader prices the tail; winds down on its stop. FailedBreakout_Down/sell -7 whipsaw caution applies. |\n\n_Track record: 9 graded decisions · 1-week calibration 0.644._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-14T00:00:00.000Z",
      "tags": [
        "usbh",
        "us",
        "eod"
      ]
    },
    {
      "id": "usbh-2026-07-13",
      "url": "https://www.algo2alpha.com/p/usbh/2026-07-13/",
      "title": "Berkshire Mirror — 2026-07-13",
      "summary": "EOD 2026-07-13",
      "content_text": "## USBH End-of-Day Verdict — 2026-07-13\n\nEOD 2026-07-13\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| BAC | Bank of America Corp | 59.50 | NO ACTION | 58.00 | 56.70 | 58.78 (+1.3%) | 60.59 (+4.5%) | 70.33 (+21.3%) | Bank of America printed its first BUY-ADD in the window on the reliable PullbackBuy_VWAP cell (Buy_Rank 1, RSI 65, a 1.34-ATR pullback-limit below the 59.50 close, not a chase) - the only bullish-actionable name on the 29-name board. But adjusted conviction 66 - 2 (valuation haircut, MoS -0.30 OVERVALUED_VS_RI) + 0 (PullbackBuy cell report-only, n=2) = 64, one point below the 65 floor; and the overlay posture is de-risk into tomorrow's June CPI decider with no new leverage. No add, no queue. Held name so the quality-gate fail does not block an add - it is the floor + macro that hold it back. Re-arm on a fresh PullbackBuy BUY-ADD with adj>=65 on a pullback to ~58.00 post-CPI. f=0.30 (L5, calib degenerate). |\n| GOOG | Alphabet Inc Cl C | 350.67 | HOLD | — | 343.00 | n/a | n/a | 330.54 | Alphabet's 07-10 STRONG SELL-REDUCE cv38 has faded to AVOID cv48 - the -10-cell sell we held on the overlay override never needed acting on, vindicating the hold-through. Close 350.67 is above the 343 stop; valuation GROWTH_PRICED_IN is amplify-only. Overlay override says hold and trail 343 into the 07-22 Q2 earnings. HOLD. |\n| GOOGL | Alphabet Inc Cl A | 352.51 | HOLD | — | 345.00 | n/a | n/a | 332.34 | Same fade as GOOG: STRONG SELL-REDUCE cv38 -> AVOID cv48, close 352.51 above the 345 stop. The standing news override (Dow inclusion + Cloud +48%, backlog) says ride the mega-cap core and trail 345 through the 07-22 Q2 earnings. HOLD. |\n| LEN | Lennar Corp Cl A | 82.84 | HOLD | — | 80.90 | n/a | n/a | 65.55 | Lennar strengthened from AVOID to a genuine STRONG SELL-REDUCE on RallySell_BearTrend (Sell_Rank 1, negative 12wk 65.55) - a valid trend-sell on a cell that has graded hit_1w 1.0 (report-only n=1). But it is only a 300-sh residual; churning it is not worth a dispose slot. Hold on chandelier stop 80.90. |\n| LEN-B | Lennar Corp Cl B | 81.19 | HOLD | — | 80.20 | n/a | n/a | 65.56 | Class-B twin of LEN's RallySell_BearTrend REDUCE (Sell_Rank 2), but an 81-sh residual. Immaterial; hold on stop 80.20. |\n| STZ | Constellation Brands | 134.51 | HOLD | — | 125.06 | n/a | n/a | 101.67 | Stable STRONG SELL-REDUCE cv68, negative 12wk, but a 23-sh residual on the 0%-reliable FailedBreakout_Down cell (adj 58). Immaterial; hold and raise the stop to 125.06 (snapshot chandelier, tighter than the carried 122.68). |\n\n_Track record: 9 graded decisions · 1-week calibration n/a._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-13T00:00:00.000Z",
      "tags": [
        "usbh",
        "us",
        "eod"
      ]
    },
    {
      "id": "usbh-2026-07-10",
      "url": "https://www.algo2alpha.com/p/usbh/2026-07-10/",
      "title": "Berkshire Mirror — 2026-07-10",
      "summary": "EOD 2026-07-10",
      "content_text": "## USBH End-of-Day Verdict — 2026-07-10\n\nEOD 2026-07-10\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| GOOG | Alphabet Inc Cl C | 355.03 | HOLD | — | 343.00 | n/a | n/a | 339.24 | Alphabet flags a fresh STRONG SELL-REDUCE but at only cv38 on the FailedBreakout_Down_20D cell that has graded 0% reliable in this book (bias -10); the position is flat ( -0.3%), the 12wk is only marginally soft and there is no stop breach, and valuation is GROWTH_PRICED_IN (amplify-only, cannot originate a sell). The overlay override forces a hold into the 07-22 Q2 earnings. HOLD, keep the 343 stop. |\n| GOOGL | Alphabet Inc Cl A | 357.18 | HOLD | — | 345.00 | n/a | n/a | 341.88 | Same STRONG SELL-REDUCE cv38 as GOOG on the 0%-reliable FailedBreakout_Down_20D cell; flat (-0.8%), no stop breach. The standing news override (Dow inclusion + Cloud +48%, backlog) says hold and trail the 345 stop through the 07-22 earnings — a news-override hold on top of the signal haircut. A trim would dump of the mega-cap core the overlay says to ride. HOLD. |\n| DAL | Delta Air Lines | 87.39 | HOLD | 88.42 | 84.69 | n/a | n/a | 112.21 (+26.9%) | The 07-09 withheld PullbackBuy add (held back for the 07-10 Q2 earnings, L6) resolved at the post-earnings settled close as HOLD cv62 — below the 65 floor and not a re-armed BUY-ADD. No add. Re-arm only on a fresh PullbackBuy_VWAP BUY-ADD with adj conv >=65 on a pullback to entry ~88.42. |\n| KR | Kroger Co | 60.54 | HOLD | — | 56.51 | n/a | n/a | 45.91 | Stable STRONG SELL-REDUCE with a negative 12wk, but only a 219-sh residual after prior reduces and on the 0%-reliable FailedBreakout_Down cell (KR itself rose +4% after a prior REDUCE). Immaterial — hold on chandelier stop 56.51 rather than churn a sliver. |\n| STZ | Constellation Brands | 134.06 | HOLD | — | 122.68 | n/a | n/a | 100.15 | Stable STRONG SELL-REDUCE, negative 12wk, but a 23-sh residual on the -10 sell cell. Immaterial — hold on stop 122.68. |\n\n_Track record: 9 graded decisions · 1-week calibration n/a._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-10T00:00:00.000Z",
      "tags": [
        "usbh",
        "us",
        "eod"
      ]
    },
    {
      "id": "usbh-2026-07-09",
      "url": "https://www.algo2alpha.com/p/usbh/2026-07-09/",
      "title": "Berkshire Mirror — 2026-07-09",
      "summary": "EOD 2026-07-09",
      "content_text": "## USBH End-of-Day Verdict — 2026-07-09\n\nEOD 2026-07-09\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| DAL | Delta Air Lines Inc | 89.00 | NO ACTION | 88.04 | 84.48 | 90.18 (+2.4%) | 95.16 (+8.1%) | 116.85 (+32.7%) | Only bullish-actionable row: BUY-ADD cv69 PullbackBuy_VWAP Buy_Rank 1, adj 65 (val_adj -4) — clears the 65 floor by a hair but BLOCKED by Q2 earnings on the 07-10 execution day (L6 no gap-chase + catalyst-aware hold). Hold through the print; re-arm the add post-earnings on a pullback to ~88.04 with adj conv >=65. 12wk 116.85 exceeds DCF 108.35 (growth-priced-in annotation). |\n| KR | Kroger Co | 59.86 | NO ACTION | 59.86 | 56.51 | n/a | n/a | 43.80 (-26.8%) | Stable STRONG SELL-REDUCE cv65, neg 12wk 43.80 (-27%) = valid L2 trend-sell, but only residual after prior reduces — immaterial, kept on chandelier stop 56.51 rather than spending a dispose slot. |\n| STZ | Constellation Brands Cl A | 132.44 | NO ACTION | 132.44 | 122.68 | n/a | n/a | 97.90 (-26.1%) | STRONG SELL-REDUCE cv68, neg 12wk 97.90 (-26%), but only residual — immaterial, kept on stop 122.68. |\n\n_Track record: 9 graded decisions · 1-week calibration n/a._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-09T00:00:00.000Z",
      "tags": [
        "usbh",
        "us",
        "eod"
      ]
    },
    {
      "id": "usbh-2026-07-08",
      "url": "https://www.algo2alpha.com/p/usbh/2026-07-08/",
      "title": "Berkshire Mirror — 2026-07-08",
      "summary": "EOD 2026-07-08",
      "content_text": "## USBH End-of-Day Verdict — 2026-07-08\n\nEOD 2026-07-08\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| AXP | American Express Co | 336.39 | WATCH — queued order lapsed | — | — | n/a | n/a | n/a | Queued buy @340.30 lapsed — closed 336.39 below the level; awaiting reprice at the next end-of-day run. American Express upgraded to Buy ahead of Q2 earnings (PT, +21%) on robust consumer spend and improving credit -- news confirms a fresh PullbackBuy_VWAP BUY - ADD (conv 73, Buy_Rank 1, the only bullish-actionable row, L1). ADD to a held, underwater core (, -4.42%); quality gate off for ADDs. Buy Limit @340.30 (close 336.39 below -> fills at open). Half-size (model ADD 10,388 x0.5) -- halved for the de-risk-into-CPI 07-14 event-gated week (overlay: stage adds between rate events); Q2 earnings 07-24 is beyond the catalyst window. adj conv (val_adj -3, OVERVALUED_VS_RI MoS -0.56) clears the 65 floor. 12wk 374.09 exceeds RI FV -- assumes multiple expansion. L8 pending_next_open, execute 07-09 open, reprice if the open gaps >1.5%; expires 07-13 (before CPI). |\n| KR | Kroger Co | 59.32 | SELL 88.52% | 59.32 | 55.72 | n/a | n/a | 41.95 (-29.3%) | Complete the KR residual de-risk: stable STRONG SELL - REDUCE (FailedBreakout_Down_20D) across 3 snapshots (conv ->65, weakening but still STRONG) with a deeply negative 12wk 41.95 (-29.3% vs 59.32 close) -- a signal-based trend exit (CLAUDE.md §9 / L2). News neutral (Giant Eagle acquisition, new CPO, retail-media/AI push vs margin pressure; analyst consensus above price but no override of an active trend-sell). Reduce 89% = @ ~59.32 (Market, next open); residual on raised chandelier stop 55.72. Valuation NA (no amplify). Trim-discipline G1-G3 N/A (bearish downtrend signal). L8 pending_next_open, execute 07-09, reprice if open gaps >1.5%. |\n| OXY | Occidental Petroleum Corp | 53.59 | NO ACTION | 53.59 | 49.87 | n/a | n/a | 39.83 (-25.7%) | OXY residual (, +9.57%) printed STRONG SELL - REDUCE cv77 strengthening (Sell_Rank 1), the strongest sell on the board -- but a NEWS OVERRIDE cancels the exit: Evercore double-upgrade to Outperform, PT raised to (from) on a de-levered balance sheet + FCF story, plus WTI +5.93% after Trump said the US-Iran ceasefire is over (oil supply shock). That catalyst is why the residual bounced twice (48..59); selling into a fresh upgrade + live oil bid repeats the 07-07 don't-sell-the-low flag (L4/US-7). Hold; raise chandelier stop 48..87 to bank the gain. Ledgered direction=none/optional so the counterfactual grader prices what not selling saved or cost. |\n| DAL | Delta Air Lines Inc | 87.29 | NO ACTION | 87.68 | 83.91 | 89.95 (+2.6%) | 95.25 (+8.6%) | 116.19 (+32.5%) | HOLD conv 59 on PullbackBuy_VWAP (was BUY-ADD 71 on 07-07). Q2 earnings 2026-07-10 (one session after execution) -> L6/catalyst-aware hold through the print; no fresh pullback-limit add that could fill into earnings. adj conv 55 (val_adj -4, FAIR_VALUE MoS -0.76) is sub-floor anyway. Strong 12wk 116.19 (+33%) keeps it the first re-arm candidate post-earnings on a confirmed pullback ~87.68. Hold the on stop 83.91. |\n\n_Track record: 7 graded decisions · 1-week calibration n/a._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-08T00:00:00.000Z",
      "tags": [
        "usbh",
        "us",
        "eod"
      ]
    },
    {
      "id": "usbh-2026-07-07",
      "url": "https://www.algo2alpha.com/p/usbh/2026-07-07/",
      "title": "Berkshire Mirror — 2026-07-07",
      "summary": "EOD 2026-07-07",
      "content_text": "## USBH End-of-Day Verdict — 2026-07-07\n\nEOD 2026-07-07\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| ALLY | Ally Financial Inc | 45.40 | ADD — QUEUED @45.28 | 45.28 | 42.84 | 46.13 (+1.9%) | 48.12 (+6.3%) | 49.76 (+9.9%) | Fresh multi-snapshot add on the bankable PullbackBuy_VWAP cell (learnings L1) with conviction rising ->66 across the last three sessions and a strong 12wk view (49.76, +9.9%). Queued as a GTC buy-limit at 45.28 (below the 45.40 close) so it fills only on a pullback -- self-limiting into an event-gated week. Size halved (995 = 0.5x the 1,990-sh model ADD) for the FOMC-minutes 07-08 no-new-leverage posture + de-risk-into-CPI-07-14 bias and the marginal conviction / OVERVALUED_VS_RI, Quality_Pass F read (gate off -- ADD to a held name). val_adj 0. Cost if filled; stop 42.84. L8 pending_next_open, execute at the 07-08 open, reprice if the open gaps >1.5%; auto-withdraw if unfilled by 07-10 or if the family flips off the PullbackBuy cell (US-8). |\n| VRSN | VeriSign Inc | 266.78 | SELL 88.52% | 266.78 | 251.00 | n/a | n/a | 218.81 (-18.0%) | Stable STRONG SELL - REDUCE (FailedBreakout_Down_20D, conv 68 across all three sessions) with a deeply negative 12-week projection (218.81 vs 266.78 close, -18%) -- a valid signal-based trend exit per CLAUDE.md §9 / learnings L2, extending the 07-06 de-risk to the next tier. News confirms: VRSN fell after Berkshire Hathaway CUT its stake, with an AI-chatbot navigation shift and a core-contract-renewal overhang weighing on the name. Valuation GROWTH_PRICED_IN (MoS_FV -1.93, deepest full position -> up-ranked) amplifies only, no tier bump (not <=-3). Reduce 89% = @ ~266.78 (Market, next open); residual on reset chandelier stop 251.00. Trim-discipline G1-G3 N/A (bearish-signal REDUCE, not a profit-trim on an uptrend). L8 pending_next_open, execute 07-08, reprice if open gaps >1.5%. |\n| LEN | Lennar Corp | 86.74 | SELL 88.52% | 86.74 | 80.90 | n/a | 85.80 (-1.1%) | 75.71 (-12.7%) | STRONG SELL - REDUCE on a fresh RallySell_BearTrend flip with strengthening conviction and a negative 12-week view (75.71 vs 86.74 close, -12.7%; 4wk target 85.80, -1.1%) -- a signal-based trend exit (CLAUDE.md §9 / L2). Homebuilder rolling over into a hawkish-rate week reinforces the sell but is not required for it. Valuation GROWTH_PRICED_IN (MoS_FV -0.78, Quality_Pass F) amplifies only, no tier bump. Reduce 89% = @ ~86.74 (Market, next open); residual on reset chandelier stop 80.90. L8 pending_next_open, execute 07-08, reprice if open gaps >1.5%. |\n| STZ | Constellation Brands Inc | 131.76 | SELL 88.52% | 131.76 | 120.50 | n/a | n/a | 100.36 (-23.8%) | STRONG SELL - REDUCE (FailedBreakout_Down_20D, conv 69) flipped down from 07-06, carrying the deepest structural downside in the pool (12wk 100.36 vs 131.76 close, -23.8%) -- a signal-based trend exit (CLAUDE.md §9 / L2). Small dollar size (204-sh full position) but a legitimate de-risk of a rolling-over staple. Valuation GROWTH_PRICED_IN (MoS_FV -0.92, Quality_Pass T) amplifies only, no tier bump. Reduce 89% = @ ~131.76 (Market, next open); residual on reset chandelier stop 120.50. L8 pending_next_open, execute 07-08, reprice if open gaps >1.5%. |\n| DAL | Delta Air Lines Inc | 88.63 | NO ACTION | 87.46 | 83.71 | 88.71 (+1.4%) | 94.97 (+8.6%) | 121.64 (+39.1%) | Strongest buy on the board -- BUY - ADD conv 71 on PullbackBuy_VWAP (L1), Buy_Rank 1, adj conv 67 after val_adj -4 (FAIR_VALUE, MoS_FV -0.76), 12wk 121.64 (+37%). NOT queued: DAL reports Q2 earnings 2026-07-10 (two sessions after execution) with a bearish street preview (EPS -32% YoY, bracing for a miss + light Q3 guidance). L6 (no gap-chase) + catalyst-aware hold -> do not put on a fresh pullback-limit add that could fill 07-08/09 right into the print. Hold the existing through earnings; re-arm the add after 07-10 on a confirmed pullback to ~87.46. Ledgered direction=none/optional so the counterfactual grader prices what waiting cost or saved. |\n| KO | Coca-Cola Co | 84.05 | NO ACTION | 84.60 | 80.53 | n/a | 97.26 (+15.0%) | 88.93 (+5.1%) | Dropped from 07-06 BUY - ADD (68) to HOLD conv 58 at the anchor; still sub-floor after the val haircut (GROWTH_PRICED_IN, MoS_FV -2.19 -> val_adj -10). BreakoutUp_52W, not a PullbackBuy (L1). Held, no add -- unchanged from 07-06. Re-arm if it clears entry with adjusted conviction >=65. |\n\n_Track record: 3 graded decisions · 1-week calibration n/a._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-07T00:00:00.000Z",
      "tags": [
        "usbh",
        "us",
        "eod"
      ]
    },
    {
      "id": "usbh-2026-07-06",
      "url": "https://www.algo2alpha.com/p/usbh/2026-07-06/",
      "title": "Berkshire Mirror — 2026-07-06",
      "summary": "EOD 2026-07-06",
      "content_text": "## USBH End-of-Day Verdict — 2026-07-06\n\nEOD 2026-07-06\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| OXY | Occidental Petroleum Corp | 48.81 | SELL 88.52% | 48.91 | 51.47 | n/a | n/a | 31.92 (-34.7%) | Stable STRONG SELL - REDUCE (FailedBreakout_Down_20D) across both 07-06 close and 07-07 pre-open snapshots; negative 12-week projection (31.92 vs 48.91 close) confirms a rolling-over trend — a valid signal-based exit per CLAUDE.md §9 / learnings L2. Book is at cost (seeded 07-06), so no profit-take involved; the PROFIT_ARMED flag is spurious (T12_Progress>90 on a below-price bearish 12wk target — KLAC/LMT bug). Valuation GROWTH_PRICED_IN (MoS_FV -2.65) amplifies only, does not originate. News neutral — general energy/staples pullback, no name catalyst. Reduce 89% = @ ~48.91 (Market, next open); residual held on stop 51.47. L8: pending_next_open, execute 2026-07-07, reprice if open gaps >1.5%. |\n| CVX | Chevron Corp | 168.10 | SELL 88.52% | 169.20 | 176.55 | n/a | n/a | 123.67 (-26.9%) | Stable STRONG SELL - REDUCE (FailedBreakout_Down_20D) across both 07-06 close and 07-07 pre-open snapshots; negative 12-week projection (123.67 vs 169.20 close) confirms a rolling-over trend — a valid signal-based exit per CLAUDE.md §9 / learnings L2. Book is at cost (seeded 07-06), so no profit-take involved; the PROFIT_ARMED flag is spurious (T12_Progress>90 on a below-price bearish 12wk target — KLAC/LMT bug). Valuation GROWTH_PRICED_IN (MoS_FV -1.97) amplifies only, does not originate. News neutral — general energy/staples pullback, no name catalyst. Reduce 89% = @ ~169.20 (Market, next open); residual held on stop 176.55. L8: pending_next_open, execute 2026-07-07, reprice if open gaps >1.5%. |\n| KR | Kroger Co | 58.25 | SELL 88.52% | 58.22 | 62.03 | n/a | n/a | 37.63 (-35.4%) | Stable STRONG SELL - REDUCE (FailedBreakout_Down_20D) across both 07-06 close and 07-07 pre-open snapshots; negative 12-week projection (37.63 vs 58.22 close) confirms a rolling-over trend — a valid signal-based exit per CLAUDE.md §9 / learnings L2. Book is at cost (seeded 07-06), so no profit-take involved; the PROFIT_ARMED flag is spurious (T12_Progress>90 on a below-price bearish 12wk target — KLAC/LMT bug). Valuation NA (MoS_FV None) amplifies only, does not originate. News neutral — general energy/staples pullback, no name catalyst. Reduce 89% = @ ~58.22 (Market, next open); residual held on stop 62.03. L8: pending_next_open, execute 2026-07-07, reprice if open gaps >1.5%. |\n| KO | Coca-Cola Co | 82.96 | NO ACTION | 84.07 | 80.53 | n/a | 95.08 (+13.1%) | 87.79 (+4.4%) | BUY - ADD conv 68 at the 07-06 close, but MoS_FV -2.19 (GROWTH_PRICED_IN) applies val_adj -10 -> adjusted conviction 58, below the 65 floor; signal also dropped out of the 07-07 pre-open snapshot (late-dropped). Not a PullbackBuy_VWAP entry (learnings L1). Held, no add. Re-arm if it clears entry with adj conviction >=65. |\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-06T00:00:00.000Z",
      "tags": [
        "usbh",
        "us",
        "eod"
      ]
    }
  ]
}