— C+

Tape · Index

HALO 100 — News & analysis

Updates on the HALO 100 functional growth index — energy transition, space, defense, nuclear, nearshoring, and adjacent compounders.

All entries  ·  Methodology

  1. B2 AH

    ONON PEAD continuation: T+3 ↑LONG confirmed at T+5 (CAR +10.45%)

    T+3 said ↑LONG at +9.48% CAR; T+5 extends to +10.45%. Drift survived the classical post-earnings window.

    ONON HALO PEADPEAD-CONFIRMATIONCONTINUATION
  2. B2 AH

    3 universe earnings · May 19, 2026

    3 reports. 0 beats · 2 misses.

    CAMTCAVASE RUBINHALO EARNINGSEARNINGS-ROUNDUP
  3. B2 US

    DRO.AX -9.58% — DroneShield

    ▼ DRO.AX -9.58% on the day. In HALO.

    DRO.AX HALO OUTLIER
  4. B2 US

    FLNC -8.34% — Fluence Energy

    ▼ FLNC -8.34% on the day. In HALO.

    FLNC HALO OUTLIER
  5. B2 EU

    HAG.DE +14.35% — Hensoldt

    ▲ HAG.DE +14.35% on the day. In HALO / Euro-AI.

    HAG.DE HALOEURO-AI OUTLIER
  6. B2 EU

    UEC -9.77% — Uranium Energy

    ▼ UEC -9.77% on the day. In HALO.

    UEC HALO OUTLIER
  7. B2 EU

    VITL +10.75% — Vital Farms

    ▲ VITL +10.75% on the day. In HALO.

    VITL HALO OUTLIER
  8. B1 AS

    🇰🇷 Korea Exports 48 ▼

    Korea Exports: 48 vs prior 49.2 (down vs prior).

    HALO KR WATCHPOINTKR-EXPORTS
  9. B1 AS

    🇰🇷 Korea Trade Balance 23.77 ▼

    Korea Trade Balance: 23.77 vs prior 26.24 (down vs prior).

    HALO KR WATCHPOINTKR-TRADE
  10. B2 US

    Tuesday setup · 0 macro · 3 universe earnings

    3 universe earnings reporting today. No major macro.

    CAMTCAVASE RUBINHALO US PREVIEW
  11. B2 AH

    2 universe earnings · May 18, 2026

    2 reports. 1 beats · 0 misses.

    SOON.SWTSEM HALORUBIN EARNINGSEARNINGS-ROUNDUP
  12. B2 US

    Monday setup · 0 macro · 2 universe earnings

    2 universe earnings reporting today. No major macro.

    SOON.SWTSEM HALORUBIN US PREVIEW
  13. B2 AH

    Week of May 10–May 16 · Money Temp Risk-on rally

    RKLB +58.8% leads the week. 31 earnings · 0 macro · Temp 57/100.

    RKLBENPHVITLSHLSAAOI042700.KS4062.T4186.TASTSBNTX HALORUBINEURO-AI RECAPWEEK
  14. B2 US

    ALB -8.04% — Albemarle

    ▼ ALB -8.04% on the day. In HALO.

    ALB HALO OUTLIER
  15. B2 AS

    DXCM +12.57% — Dexcom

    ▲ DXCM +12.57% on the day. In HALO.

    DXCM HALO OUTLIER
  16. B2 EU

    ENPH +10.16% — Enphase Energy

    ▲ ENPH +10.16% on the day. In HALO.

    ENPH HALO OUTLIER
  17. B2 EU

    NXE -8.35% — NexGen Energy

    ▼ NXE -8.35% on the day. In HALO.

    NXE HALO OUTLIER
  18. B2 AS

    REGN -9.82% — Regeneron

    ▼ REGN -9.82% on the day. In HALO.

    REGN HALO OUTLIER
  19. B2 AS

    SHLS +11.31% — Shoals Technologies

    ▲ SHLS +11.31% on the day. In HALO.

    SHLS HALO OUTLIER
  20. B2 EU

    SRT.DE +8.37% — Sartorius

    ▲ SRT.DE +8.37% on the day. In HALO.

    SRT.DE HALO OUTLIER