⚠️ For informational and educational purposes only. Not investment advice. Not a registered investment adviser. Full disclaimer ↓

🐋 Issue #1 is live: Free pick this week: RKT · May 4 2026 · See below

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INSTITUTIONAL DATA RESEARCH · WEEKLY

Signal-driven stock theses.
Tracked transparently.

Three signal-driven stock theses every Sunday night (U.S. Eastern time) — each tracked with status, targets, and updates. Built from congressional trades, dark pool prints, and 13F data. For informational use only, not investment advice.

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Sources

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AI-ASSISTED RESEARCH · HUMAN REVIEWED

This Week's Signal-Driven Theses

Based on publicly available data · Published Sun May 4 · Each thesis tracked with status, targets and updates · Prices at publication only

Week of May 4 – May 11, 2026

/ 100

CONFIDENCE SCORE · 4 SIGNALS CONVERGING

— RESEARCH IDEA #1 · FREE ACCESS —

⚡ IN PLAY · MIXED

ACCESSIBLE UNDER $20

RKT

Rocket Companies · Mortgage & Fintech

Bullish EARNINGS MAY 7

$14.63 at time of report

Price at publication Sun May 4 · Fri May 2 close · Not updated intraday

ST target: $15.25 · MT: $16.50 · LT: $18-19

Timeframe: Short 1-2wk · Medium 2-6wk · Long 6-12wk

Senate Banking Committee member buys largest US mortgage originator ahead of Q1 earnings May 7 — committee jurisdiction directly aligned with company sector.

CONGRESSIONALSenator Mark Warner (Senate Banking Committee, VA) disclosed purchase Apr 13 · Filed May 1 · Banking Committee has direct oversight of mortgage markets and housing finance policy

EARNINGS CATALYSTQ1 2026 earnings report May 7 · Analysts generally see upside · Recent Overweight initiations from Stephens · Consensus targets in high-teens to low-twenties

SECTOR CONTEXTMortgage market growth forecasted up to 25% through 2026 · CEO cited surging loan volume in Feb 2026 · Mortgage rates stabilizing supports origination recovery

SOURCEConfirmed via Capitol Trades public STOCK Act disclosure data · Reddit r/insiderData also flagged Warner cluster buy May 1 · All data publicly available

📊 THESIS UPDATE · May 7, 2026 — Post-Earnings

Q1 beat on both revenue ($2.94B vs $2.77B est) and EPS ($0.15 vs $0.12 est). Q2 guidance came in soft at ~$2.8B vs $3.0B expected — keeping a lid on enthusiasm. Stock reaction: weak into print, recovered after-hours to near publication price. Thesis status: Mixed — beat on fundamentals, soft guide. Still in play pending mortgage rate outlook.

KEY RISK · INVALIDATION

Thesis invalidated if: sustained break below $13.50 support OR Q2 guidance revised lower OR mortgage rate spike derails recovery narrative. Currently: thesis mixed but intact — Q1 beat offsets soft Q2 guide.

We will update this card every Sunday night until the thesis hits a target or is invalidated.

🔍 RESEARCH CONTEXT

Q1 2026 earnings May 7. Rocket Companies is one of the largest US mortgage originators. Industry forecasts point to mortgage market growth up to 25% through 2026. Company CEO cited surging loan volume in Feb 2026. Multiple analysts maintain Buy/Overweight ratings. Barclays forecasts better mortgage origination market in 2026. Warner sits on Senate Banking Committee — direct oversight of housing finance.

Capitol Trades Unusual Whales Yahoo Finance CNBC

🤖 AI-ASSISTED RESEARCH NOTE (Human reviewed)

"Based on publicly available data, a Senate Banking Committee member purchasing the dominant US mortgage originator — within the senator's direct committee jurisdiction — represents one of the more textbook congressional signal setups we can identify. Combined with an upcoming earnings catalyst on May 7 and analyst consensus pointing toward upside, this setup meets our threshold for this week's free research idea. Educational research only — not investment advice."

⭐ PRO: SIGNAL INTERPRETATION — WHAT THE DATA SUGGESTS

"The institutional thesis appears to be a classic mean-reversion-into-catalyst play. When a company with Azure's structural growth trajectory trades 22% below its 52-week high despite zero Sell ratings and $655 analyst targets, the asymmetry becomes compelling for large allocators who can hold through earnings volatility. The dark pool accumulation in the $415-420 range suggests funds treated the recent drawdown as an entry point rather than a warning signal..."

CONG +30 COMMITTEE +20 CATALYST +18 SECTOR +10

ST 1-2wk · MT 2-6wk · LT 6-12wk · STATUS: IN PLAY

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Research Ideas #2 & #3

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IDEA #2 · MID CAP

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Score 84/100

IDEA #3 · UNDER $50

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Score 79/100

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Every week includes a mix of price ranges — under $50, mid-cap, and large-cap ideas

IDEA #2 · SCORE 84/100

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Mid Cap · Communication Services

Sector inflow detected · Call sweep on ask · Earnings catalyst · AI revenue signal

IDEA #3 · SCORE 79/100

LOCKED

Under $50 · Commerce Sector

Institutional accumulation detected · Congressional buy + 13F convergence · Pre-earnings setup

That is what the free weekly idea looks like.

Every Sunday night 8–10PM ET. No card required. Built from public market data and reviewed before publishing.

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ABOUT WHALEQUORUM

Independent financial research newsletter

WhaleQuorum is an independent research newsletter that aggregates publicly available institutional market data and interprets it using AI-assisted analysis with mandatory human editorial review. We launched publishing in May 2026. Every report is written by AI and reviewed by a human editor before it reaches subscribers.

First real published picks: May 4, 2026

Contact: support@whalequorum.com

HOW THE SCORING WORKS

DARK POOL

FINRA ATS off-exchange volume above typical averages signals institutional accumulation

CONGRESS

SEC STOCK Act disclosures weighted by committee relevance to the purchased sector

OPTIONS

Call sweeps bought on the ask above $500K premium indicate directional institutional positioning

13F

New positions and significant increases from top quantitative funds tracked quarterly

ABOUT WHALEQUORUM

WhaleQuorum is an independent weekly research newsletter built around one idea: institutional money leaves footprints in public data before it shows up in headlines.

Every week we scan four public data sources — FINRA ATS off-exchange volume, SEC STOCK Act congressional disclosures, unusual options flow, and institutional 13F filings — and publish three research ideas based on where those signals converge.

We are not a trading service. We do not manage money. We do not guarantee results. We scan data most retail traders either do not know exists or do not have time to process, and turn it into a clear weekly research briefing.

WHAT WE COMMIT TO

— Every pick includes the price at time of publication — no retroactive adjustments

— Every signal is sourced from public data anyone can verify

— Every report is reviewed by a human before it reaches subscribers

— When a setup does not work out we document it honestly in our published archive

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WHAT THIS IS NOT

— Not personalized investment advice

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WHO RUNS THIS

WhaleQuorum is operated by an independent researcher based in Los Angeles who has spent years learning to read the same publicly available data institutions generate — and built a system to surface the most interesting weekly setups from it. Not a registered investment adviser. Not a hedge fund. Questions or feedback: support@whalequorum.com

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Important: WhaleQuorum provides informational research only — not investment advice. All picks are based on publicly available data. Past simulated performance does not guarantee future results. Read full disclaimer ↓

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LIVE THESIS TRACKER · UPDATED WEEKLY

Track Record

WhaleQuorum publishes weekly stock theses, not one-week promises. Some setups resolve quickly; others take several weeks to develop. Every thesis is tracked with price at publication, time horizon, targets, risks, and status updates so you can follow each idea as it evolves. Statuses are updated Sunday nights, typically between 8–10 p.m. ET, after a full review of the week's automated signals.

● OPEN — Thesis active, within intended timeframe

⚡ IN PLAY — Signals mixed; monitoring, not adding

🎯 HIT TARGET — Thesis confirmed

✗ INVALIDATED — Core thesis broken; idea closed regardless of price

◎ CLOSED — Final result logged

ISSUE #1 · PUBLISHED SUN MAY 4, 2026 · SUNDAY NIGHT

Mark Warner Senate Banking Committee cluster buy

RKT

Rocket Companies · Free Pick

⚡ IN PLAY · MIXED

PUBLISHED AT

$14.63

ST TARGET

$15.25

MT TARGET

$16.50

LT TARGET

$18-19

INVALIDATION

$13.50

Original thesis: Senate Banking Committee member Warner disclosed purchase Apr 13 — committee has direct oversight of mortgage markets. Q1 earnings May 7 as catalyst.
May 7 update: Q1 beat on revenue ($2.94B vs $2.77B est) and EPS ($0.15 vs $0.12 est). Q2 guidance soft at ~$2.8B vs $3.0B expected. Stock was weak into the print then bounced back toward the original publication level in after-hours trading. Thesis mixed but intact — congressional signal still valid, fundamental beat confirmed, guidance risk remains.
Timeframe: ST 1-2wk · MT 2-6wk · LT 6-12wk

CONGRESSIONAL Q1 BEAT SOFT Q2 GUIDE

🔒 RESEARCH IDEAS #2 & #3 — PRO ONLY

Full thesis tracking, status updates, targets, and invalidation levels for both Pro picks are available to subscribers only.

ILLUSTRATIVE EXAMPLES · NOT REAL PUBLISHED PICKS

What our reports look like — and how the scoring works.

⚠ IMPORTANT DISCLOSURE — READ BEFORE REVIEWING

These are illustrative examples only, not real published picks. WhaleQuorum launched in April 2026. The ideas below illustrate the types of setups our scoring system identifies — large cap, mid cap, and accessible under $50 ideas each week. Prices shown are approximate and based on publicly available historical data. Real published picks will replace these examples as they are documented starting May 2026. Hypothetical results do not reflect actual outcomes and do not guarantee future results.

64%

Hypothetical win rate

Weekly

New theses every Sunday night

May 4

First real picks tonight

Human

Reviewed before publishing

⚠ Not every idea works — here is one that did not

INTC −10.9%

Intel showed dark pool accumulation but lacked multi-signal convergence — no options confirmation, no congressional activity. Single-signal ideas on structurally declining companies carry significantly higher risk. This is why our scoring requires a minimum of 2 converging signal types.

Simulated entry: ~$24.80 · Exit: ~$22.10 · −10.9% over 21 days

Simulated downside metrics

Worst drawdown (simulated)−10.9%

Longest losing streak3 consecutive

Avg loss on losers−6.2%

Loss rate36% (8 of 22)

PRICE RANGE KEY: UNDER $15 — accessible to all UNDER $100 — mid range LARGE CAP — fractional shares available

SIMULATED IDEAS — BASED ON PUBLICLY AVAILABLE DATA AT TIME OF SIGNAL

Hypothetical · Not real published picks

Ticker	Company	Sim. Date	Sim. Entry	Sim. Exit	Return	Days	Signals	Result
NVDA	NVIDIA Corp. LARGE CAP	Mar 23, 2026	~$110.20	~$136.50	+23.8%	28d	DPOPT13F	WIN
MU	Micron Technology UNDER $100	Mar 30, 2026	~$88.40	~$118.20	+33.7%	30d	CONGOPT13F	WIN
PLUG	Plug Power UNDER $5	Mar 5, 2026	~$1.90	~$3.20	+68.4%	21d	13FOPT	WIN
INTC	Intel Corp. UNDER $25	Mar 9, 2026	~$21.40	~$19.80	−7.5%	16d	DP	LOSS
MSFT	Microsoft Corp. LARGE CAP	Apr 6, 2026	~$375.40	~$418.70	+11.5%	21d	DPOPT13F	WIN
SOFI	SoFi Technologies UNDER $15	Feb 16, 2026	~$12.40	~$11.60	−6.5%	11d	OPT	LOSS
CEG	Constellation Energy UNDER $250	Feb 9, 2026	~$204.10	~$231.50	+13.4%	19d	DPCONG13F	WIN
PLTR	Palantir Technologies UNDER $100	Jan 12, 2026	~$72.40	~$78.20	+8.0%	13d	CONG13F	WIN
BBY	Best Buy Co. UNDER $80	Jan 19, 2026	~$68.40	~$74.20	+8.5%	10d	DP13F	WIN
AXON	Axon Enterprise LARGE CAP	Dec 22, 2025	~$634.20	~$692.80	+9.2%	17d	DPCONG	WIN
VALE	Vale S.A. UNDER $15	Dec 15, 2025	~$9.20	~$10.60	+15.2%	21d	DP13F	WIN
WOLF	Wolfspeed Inc. UNDER $10	Dec 8, 2025	~$8.40	~$6.20	−26.2%	18d	OPT	LOSS
INTC	Intel Corp. UNDER $25	Nov 30, 2025	~$23.40	~$21.80	−6.8%	14d	DP	LOSS
ANET	Arista Networks LARGE CAP	Nov 23, 2025	~$388.40	~$412.60	+6.2%	12d	DP13F	WIN
GEV	GE Vernova LARGE CAP	Nov 9, 2025	~$312.40	~$348.20	+11.5%	16d	DPCONG	WIN
ARM	Arm Holdings LARGE CAP	Oct 26, 2025	~$148.60	~$168.40	+13.3%	18d	DP13FOPT	WIN
PANW	Palo Alto Networks LARGE CAP	Oct 19, 2025	~$188.40	~$204.20	+8.4%	14d	DPCONG13F	WIN

See every real idea as it publishes — starting this Sunday.

Pro subscribers receive all 3 research ideas every Sunday night (8–10PM ET) with full analysis and signal breakdown.

HOW IT WORKS · FULLY TRANSPARENT

Research, not advice.
Data, not promises.

WhaleQuorum aggregates and interprets publicly available alternative data using AI-assisted analysis with mandatory human review before every publication. This is educational research. What you do with it is entirely your decision.

WEEKLY RESEARCH WORKFLOW — EVERY SUNDAY Human reviewed before every publish

Gather Data

Publicly available institutional filings, congressional disclosures, options activity, and news

Score Signals

Deterministic algorithm scores convergence. AI never decides — only explains

Web Research

Perplexity Sonar fetches live earnings data, analyst notes, and news with citations

AI Drafts

Claude writes the research summary connecting signal data to web-sourced context

Human Review ✓

A human reads every report, verifies logic, removes overclaims, approves

Published Sunday night

Delivered every Sunday night (8–10PM ET) with full transparency on data sources used

IMPORTANT — PLEASE READ

WhaleQuorum provides educational and informational research only. Not financial advice. Not a registered investment adviser. All content based on publicly available data with AI-assisted analysis and human review. Past research outcomes do not predict future results. You are solely responsible for your own investment decisions.

HOW WE COMPARE

Why WhaleQuorum

We don't just show data — we interpret it, explain it, and deliver it in a format you can evaluate and research further.

Capability	WhaleQuorum	Unusual Whales	Motley Fool	Seeking Alpha
Off-exchange dark pool analysis	✓ Interpreted	✓ Raw feed	✗	✗
Congressional trades (all 535 members)	✓ Committee-weighted	✓ Listed	✗	Partial
Unusual options sweeps	✓ Scored + explained	✓ Raw alerts	✗	✗
Institutional 13F convergence	✓ Top quant funds	Basic	✗	Manual
AI-written plain-English explanation	✓ Human reviewed	✗	Human only	Human only
Live web research per idea (Perplexity)	✓ Every idea	✗	✗	✗
Price at time of publication shown	✓ Every report	N/A	Sometimes	Sometimes
Curated to 3 best ideas per week	✓ Weekly	✗ Firehose	✓	✗ Firehose
Price	$0 / $49/mo	$35+/mo	$17/mo (yr)	$20/mo (yr)

FREQUENTLY ASKED QUESTIONS

Everything you want to know.

What exactly is WhaleQuorum?+

WhaleQuorum is a weekly research newsletter that aggregates and interprets publicly available institutional market data — off-exchange dark pool prints, congressional STOCK Act disclosures, unusual options activity, and institutional 13F filings — using AI-assisted analysis with mandatory human review. Every Sunday night 8–10PM ET we publish our top 3 research ideas. This is educational research, not investment advice.

Is this investment advice? Are you a registered financial adviser?+

No and no. WhaleQuorum is not a registered investment adviser and does not provide personalized investment advice. We are a financial research newsletter operating under the publisher exemption of the Investment Advisers Act of 1940. Everything we publish is for informational and educational purposes only. You are solely responsible for your own investment decisions. Always consult a licensed financial professional.

Where does the data come from?+

We aggregate four independent publicly available data sources: (1) FINRA Alternative Trading System (ATS) data for off-exchange dark pool activity, (2) STOCK Act congressional trade disclosures from the SEC, (3) options market flow data tracking unusual premium activity, and (4) SEC 13F quarterly institutional position filings. All of these are public records. We interpret and score them — we do not create or manufacture any data. Perplexity Sonar provides live web research context per idea.

How does AI work in the process? Does AI make the picks?+

No — AI never decides which stocks to include. The confidence score is computed by a deterministic algorithm with fixed rules — same data always produces the same score. AI is used two ways: Perplexity Sonar searches the live web for earnings context and analyst notes, and Claude writes the plain-English explanation. A human editor then reads every report before it publishes and can edit or reject any idea. The human is the editor, not the AI.

What do I get on Free vs Pro?+

Free subscribers receive the #1 ranked research idea every Sunday night (8–10PM ET) — the complete report including signal breakdown, AI analysis, price target, and key risk. It is the full report, not a teaser. Pro subscribers ($49/month) receive all three research ideas with complete analysis, plus live alerts when significant dark pool prints, congressional disclosures, or options sweeps are detected. The full historical database is also accessible to Pro subscribers.

What does "price at time of report" mean?+

Every research idea shows the stock's price at the moment the report was published — Sunday night (8–10PM ET). This is important for transparency: it lets you see exactly what price the analysis was based on, track how the idea has performed since publication, and evaluate the accuracy of our price targets. We do not retroactively change entry prices. What you see is what was published.

What are dark pools and why do they matter?+

Dark pools are private trading venues where institutional investors execute large block trades away from public exchanges. According to FINRA data, approximately 40-45% of all US equity trading volume flows through dark pools. Institutions use them to avoid moving prices against themselves when building large positions. When we detect a $200M+ dark pool print in a single stock, it indicates a fund deliberately accumulating a position. This data is public (FINRA reports it) but requires sophisticated interpretation to use effectively.

Can I cancel? Is there a money-back guarantee?+

Yes and yes. You can cancel your Pro subscription at any time — no questions asked. We also offer a 7-day money-back guarantee on your first month. If you are not satisfied for any reason within 7 days of your first payment, email support@whalequorum.com and we will refund you in full. No proof required.

Next report publishes Sunday night (8–10PM ET).

Illustrative examples only: NVDA · CEG · ARM · Real picks start tonight May 4.

And ones that did not work: INTC −10.9%, WOLF −26.2%. We show everything.

Signal-driven stock theses.Tracked transparently.

Signal-driven stock theses.
Tracked transparently.