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Tape · Live

Tape.

Price-action news for the names we cover, surfaced from the noise. Not what CNBC leads with; not what's buried at the bottom of the Bloomberg wire. The thread that moves our universe.

Methodology

  1. Market note AH · Jul 21, 11:40 PM

    Money Temperature · Risk-on rally — 1 heating / 3 cooling

    Regime read: Risk-on rally (moderate). Largest swing: De-dollarization -29.00 (cooling).
  2. Market note AH · Jul 21, 11:20 PM

    Rubin 100 · Sector rotation — LITHO → S24

    Rubin sector rotation: LITHO → S24 leads at 41323.94%.
  3. Earnings drift AH · Jul 21, 11:00 PM

    AEHR PEAD continuation: T+3 ↑LONG confirmed at T+5 (CAR +45.53%)

    T+3 said ↑LONG at +19.94% CAR; T+5 extends to +45.53%. Drift survived the classical post-earnings window.

    Tagged AEHRRUBIN
  4. Earnings drift AH · Jul 21, 11:00 PM

    MYCR.ST PEAD continuation: T+3 ↑LONG confirmed at T+5 (CAR +18.07%)

    T+3 said ↑LONG at +17.85% CAR; T+5 extends to +18.07%. Drift survived the classical post-earnings window.

    Tagged MYCR.STEURO-AI
  5. Earnings drift AH · Jul 21, 11:00 PM

    PAC PEAD continuation: T+3 ↓SHORT confirmed at T+5 (CAR -6.36%)

    T+3 said ↓SHORT at -4.31% CAR; T+5 extends to -6.36%. Drift survived the classical post-earnings window.

    Tagged PACHALO
  6. Cross-asset AH · Jul 21, 10:00 PM

    Cross-asset day: VIX 17.1, DXY 101.19, 10Y 4.60% — mixed regime

    VIX at 17.1 — mixed.
  7. Market note AH · Jul 21, 09:18 PM

    Euro-AI 50 · 1-month leaders — PATH +18.87% / ARM -35.64%

    Through July 21, 2026: UiPath leads Euro-AI 50 over the last 21 sessions at +18.87%, ARM Holdings trails at -35.64%. 58/65 constituents covered.
  8. Market note AH · Jul 21, 09:15 PM

    Euro-AI 50 · Daily leaders — OVH.PA +6.24% / LR.PA -4.86%

    Through July 21, 2026: OVHcloud leads Euro-AI 50 over the close at +6.24%, Legrand trails at -4.86%. 58/65 constituents covered.
  9. Market note AH · Jul 21, 09:12 PM

    HALO 100 · 1-month leaders — ELF +27.89% / RKLB -39.12%

    Through July 21, 2026: e.l.f. Beauty leads HALO 100 over the last 21 sessions at +27.89%, Rocket Lab trails at -39.12%. 99/100 constituents covered.
  10. Market note AH · Jul 21, 09:09 PM

    HALO 100 · 1-month sector leaders — LONGEVITY +10.74% / SPACE -20.40%

    July 21, 2026: Longevity & Healthspan led HALO 100 over the last 21 sessions at +10.74% mean, Space & Satellite trailed at -20.40%.
  11. Market note AH · Jul 21, 09:06 PM

    HALO 100 · Sector flow — PAYMENTS +0.06% / ENERGY -2.26%

    July 21, 2026: Payments & Financial Infrastructure led HALO 100 over the close at +0.06% mean, Energy Transition & Clean Power trailed at -2.26%.
  12. Market note AH · Jul 21, 09:03 PM

    HALO 100 · Daily leaders — ELF +8.09% / HDB -10.54%

    Through July 21, 2026: e.l.f. Beauty leads HALO 100 over the close at +8.09%, HDFC Bank trails at -10.54%. 99/100 constituents covered.
  13. Earnings drift AH · Jul 21, 09:01 PM

    TSM · PEAD → 1

    TSMC reported Q2 2026 EPS of $4.31 on 2026-07-16, beating the $3.87 consensus by $0.44 (+11.4%).

    Tagged TSM000660.KS005930.KS042700.KS0522.HK2308.TW2317.TW2382.TWRUBINUS
  14. Earnings drift AH · Jul 21, 09:00 PM

    NFLX · PEAD ↓ 39

    Netflix reported Q2 2026 EPS of $0.80 on 2026-07-16, beating the $0.79 consensus by $0.01 (+1.27%); prior-year EPS comparison is not available in our feed.

    Tagged NFLXAAPLADBEAW25NASDAQUS
  15. Market note AH · Jul 21, 08:59 PM

    Rubin 100 · 1-month leaders — 6146.T +813923.62% / LPK.DE -49.66%

    Through July 21, 2026: DISCO Corp +813923.62% over 21 sessions, LPKF Laser & Electronics -49.66%.
  16. Market note AH · Jul 21, 08:55 PM

    Rubin 100 · 1-month sector leaders — THERMAL +27769.51% / MEMORY -28.01%

    Through July 21, 2026: Thermal Management leads the last 21 trading days at +27769.51%, Memory (HBM & NAND) trails at -28.01%.
  17. Market note AH · Jul 21, 08:50 PM

    Rubin 100 · Sector flow — S24 +50228.68% / S20 -3.19%

    July 21, 2026 close: S24 led +50228.68%, S20 trailed -3.19% (mean 1d across sector constituents).
  18. Market note AH · Jul 21, 08:45 PM

    Rubin 100 · Daily leaders — 6146.T +819588.73% / 6890.T -12.38%

    July 21, 2026 close: DISCO Corp leads +819588.73%, Ferrotec Holdings trails -12.38%. 125/125 constituents covered.
  19. Earnings drift US session · Jul 21, 08:32 PM

    ISRG · PEAD ↓ 91

    Intuitive Surgical reported Q2 2026 EPS of $2.37 on 2026-07-16, beating the $2.02 consensus by $0.35 (+17.3%).

    Tagged ISRGAMGNAXONHALOUS
  20. Earnings drift US session · Jul 21, 08:31 PM

    CEVI.ST · PEAD ↑ 58

    CellaVision reported Q2 2026 EPS of 1.37 on 2026-07-16, beating the 1.32 consensus by 0.05 (+3.8%).

    Tagged CEVI.STABBN.SWAFX.DEAIXA.DEASM.ASASML.ASBESI.ASEURO-AIEuropeSweden