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# Daily Research — 2026-06-30
## Agents
### Atlas — Macro / Event-Driven Thematic — *complete*
- Picks: JPM(long,0.72), GS(long,0.72), BAC(long,0.72)
- Full note: [`atlas.md`](atlas.md)
### Nova — Momentum Growth Hunter — *complete*
- Picks: NVDA(long,0.72), AMD(long,0.72), MSFT(long,0.72)
- Full note: [`nova.md`](nova.md)
### Warren-lite — Patient Value / Contrarian — *complete*
- Picks: MO(long,0.72), KO(long,0.72)
- Full note: [`warren_lite.md`](warren_lite.md)