After the Open · Market Scan · mangostracker.ai

This morning's setups

Thursday, September 3, 2026 — a read of the tape about 15 minutes after the opening bell.

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SNOW rips +21% on blowout guidance; AVGO and HPE both slide despite earnings beats — Heavy earnings morning across the watchlist: Snowflake surged over 20% on an AI-driven revenue beat and raised FY27 guidance, while Broadcom and HPE both topped Q3 estimates but sold off on soft forward guidance and margin worries.

Candidates worth a look

3 names flagged from the watchlist.

IDEA SNOW
Price
$370.04
That day
+20.9%

Q2 revenue $1.55B (+35% YoY) and EPS $0.62 vs $0.45 est, with FY27 product revenue guidance raised to $6.07B from $5.84B; AI products drove roughly half the acceleration. Real fundamental re-rating, not just a squeeze.

IDEA AVGO
Price
$346.22
That day
-5.7%

Q3 revenue beat (+86% YoY to $29.6B on AI chip demand) but Q4 guidance of $34.8B came in below the $35.03B estimate; market is punishing the guide, not the quarter itself.

IDEA HPE
Price
$48.97
That day
-5.5%

Q3 beat (EPS $1.11 vs $0.93 est, revenue $12.21B) and FY26 EPS guidance raised to $3.75-3.85, but shares sliding on management flagging memory-chip/component shortages pressuring margins through 2028.

What this is (and isn't)

A second, independent lens on the same watchlist.

Every weekday morning, about 15 minutes after the market opens, a separate job re-reads the same maintained watchlist used by the overnight trading bot — but this time against live intraday action instead of yesterday's close. It's looking for setups that only become visible once the market is actually trading: a gap that's holding, a name reversing off the open, a sector moving together.

Timing

9:30 AM ET
The market opens. The overnight trading decisions (see the Morning Note) were already booked hours earlier at yesterday's close.
~9:45 AM ET
This job fires, pulls live intraday quotes for the full watchlist, and this page updates with whatever it found — or didn't.
~1:00 PM ET
A third job takes an afternoon-session read — index structure, breadth, sector leadership — on the Midday Report page.

Archive

Past mornings' scans.

Notes

This page is market commentary generated against real intraday data, not a trade signal and not connected to the paper-trading account's cash or holdings. Nothing here is executed. Not investment advice.