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Trading Ideas
Data-driven setups on US large-caps, published each trading day. Every idea is built from ORTEX's own datasets — short interest, cost-to-borrow, options positioning, analyst movement — and carries a dated catalyst plus a backtested historical edge. This page shows the opening line of each; the reasoning, evidence and backtest are an ORTEX subscriber benefit.
Latest ideas
Everpure Faces $6.7B of Forced Buying With 11 Days to Run
Everpure, Inc. (NYSE: P) is scheduled to join the S&P 500 on September 21, 2026, an event that will compel index-tracking funds to purchase shares worth an estimated…
Read the full idea on ORTEX →Russell 2000 Addition Creates Forced Buying of 13.9x Daily Volume in BXDC
Blackstone Digital Infrastructure Trust is set to join the Russell 2000 index at the September 2026 quarterly review, with the effective date eleven days away on 21 September.…
Read the full idea on ORTEX →Alibaba Chairman Buys $10M in Stock — First Open-Market Purchase in Over Four Years
Alibaba Group Holding Limited's chairman Joseph Tsai made his first open-market purchase of company stock in more than four years on 25 August 2026, committing approximately $10.42 million…
Read the full idea on ORTEX →Bertarelli Buys $219M of MAIR at Multi-Year Lows — A Rare Conviction Signal
On 25 August 2026, Ernesto Bertarelli — a 10%-plus owner of Madison Air Solutions — made an open-market purchase of approximately $219 million in MAIR shares, his first…
Read the full idea on ORTEX →AADX Set for $96M of Forced Index Buying in 13 Days
Applied Aerospace & Defense (AADX) is poised to receive approximately $96 million of mechanically driven buying from Russell 2000 index trackers when the September 2026 quarterly rebalance takes…
Read the full idea on ORTEX →HYT Faces 32x ADV Index Demand With Minimal Short Interest Friction
BlackRock Corporate High Yield Fund HYT is forecast with 95% probability to be added to the Russell 2000 at the December 2026 semi-annual review, an event that would…
Read the full idea on ORTEX →Workiva's Earnings Record Points to Upside — Bears Look Exposed
Workiva Inc. has reported earnings seven days from now, on 15 September 2026, and its historical record around this same quarter is unusually consistent: nine of the ten…
Read the full idea on ORTEX →Coursera Heads Into Print With Bears Retreating and Calls Piling Up
Coursera's earnings history points to a consistent pattern of positive same-quarter reactions: in five of the six comparable prior prints, the stock closed higher across the announcement window,…
Read the full idea on ORTEX →BLDR Faces Forced Buying: $1.1B in Tracker Flow Due in 14 Days
Builders FirstSource is scheduled to join the S&P SmallCap 600 on September 21, 2026, following its removal from the S&P 500. That index change obliges passive trackers to…
Read the full idea on ORTEX →Tootsie Roll Set for Forced Index Buying Worth 12x Daily Volume
Tootsie Roll Industries TR is forecast with 95% probability to be added to the Russell 2000 index at its December 2026 semi-annual review. That addition would obligate index-tracking…
Read the full idea on ORTEX →Ingram Micro Has Closed Lower After Every Same-Quarter Print — Eight Straight
Ingram Micro Holding Corporation (INGM) has reported above-consensus earnings in each of its last eight quarters and closed lower on the day in every one of them —…
Read the full idea on ORTEX →Wolfspeed: 75% of Float Still Short as Covering Quietly Begins
Wolfspeed, Inc. carries one of the most extreme short positions in the US equity market, with approximately 75% of its free float sold short and share-lending utilisation at…
Read the full idea on ORTEX →Trulieve Faces $250M of Forced Buying With Barely Any Stock to Borrow
Trulieve Cannabis Corp. TRLV is positioned to benefit from a structural demand event: an anticipated addition to the Russell 2000 index in the December 2026 semi-annual review, an…
Read the full idea on ORTEX →Olin Faces $257M of Forced Index Buying With Stock at 12-Month Lows
Olin Corporation is forecast with 92% probability to be added to the Russell 2000 at the December 2026 semi-annual review, an event that would require passive index trackers…
Read the full idea on ORTEX →AECOM Bears Have Retreated — Flows and Options Now Point the Other Way
AECOM has shed roughly 29% from its 12-month high and now sits in the bottom 8% of its annual range, a level where mechanical buying pressure — in…
Read the full idea on ORTEX →Short Covering Accelerates Into ACHR's Conference Season
Archer Aviation's estimated short interest has fallen approximately 12% over the past month, from above 100 million shares to roughly 88 million, as bears have begun quietly reducing…
Read the full idea on ORTEX →BXDC Faces $219M of Forced Buying as Russell 2000 Add Looms
Blackstone Digital Infrastructure Trust Inc. is set to be added to the Russell 2000 index at the September 2026 quarterly rebalance, with an effective date of 21 September.…
Read the full idea on ORTEX →CSQR Set for Forced Buying: Index Trackers Must Absorb 15x Daily Volume by Sept 21
Csquare, Inc. is confirmed for inclusion in the Russell 2000 index at the September 2026 quarterly review, with an effective date of September 21. Passive trackers benchmarked to…
Read the full idea on ORTEX →Western Union: Flows and Short Covering Pull Against a Bearish Analyst Tide
Western Union (WU) has fallen to the bottom quarter of its 12-month range, trading at approximately $7.30, and the stock's recent price action has been shaped less by…
Read the full idea on ORTEX →Peers Posted Gains Across the Board — Lennar Has Not Yet Moved
Every homebuilding peer that has reported this season has delivered a positive stock reaction, with five names averaging a gain of approximately 3.1% on their respective earnings days.…
Read the full idea on ORTEX →What's in a Trading Idea
Each idea names a stock and a direction, and sets out why the setup is live now rather than on any other day. It carries the evidence it rests on, a dated catalyst the setup resolves around, the cross-checks that agree — and those that disagree — and a backtest of how the same setup resolved historically.
Ideas are generated from quantitative screens across the US $1bn+ universe and reviewed before publication. The opening line of each is public; the analysis is available to ORTEX subscribers.
Trading Ideas are informational and educational content, generated by AI from ORTEX data. They are not investment advice, a personal recommendation, or an offer or solicitation to buy or sell any security. Historical and backtested performance does not predict future results. Nothing here takes account of your objectives, financial situation, or needs — do your own research or consult a licensed adviser before acting.