| 1 | Lattice Semiconductor Infrastructure·AI chips, silicon & EDA | | ▲ 0.46% | — | Formula behind this cell 1 Year: 24% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 8% momentum setup + 8% technical tape + 6% leadership depth + 5% news sentiment + 5% risk brake + 2% track record Top drivers: Future value 68/100 · Momentum setup 70/100 · Technical tape 70/100 CONFIDENCE 21/100. DATA QUALITY 19/100. Twelve-month research signal. Compare with analyst targets and filings. |
| 2 | Meta Platforms Core platforms·AI hyperscalers & platforms | | ▲ 4.50% | — | Formula behind this cell 1 Year: 24% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 8% momentum setup + 8% technical tape + 6% leadership depth + 5% news sentiment + 5% risk brake + 2% track record Top drivers: Future value 72/100 · Momentum setup 74/100 · Technical tape 74/100 CONFIDENCE 21/100. DATA QUALITY 19/100. Twelve-month research signal. Compare with analyst targets and filings. |
| 3 | Aehr Test Systems Infrastructure·AI chips, silicon & EDA | | ▲ 0.04% | — | Formula behind this cell 1 Year: 24% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 8% momentum setup + 8% technical tape + 6% leadership depth + 5% news sentiment + 5% risk brake + 2% track record Top drivers: Future value 68/100 · Momentum setup 69/100 · Technical tape 69/100 CONFIDENCE 21/100. DATA QUALITY 19/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Astera Labs Infrastructure·AI chips, silicon & EDA | | ▲ 0.01% | — | Formula behind this cell 1 Year: 24% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 8% momentum setup + 8% technical tape + 6% leadership depth + 5% news sentiment + 5% risk brake + 2% track record Top drivers: Future value 68/100 · Momentum setup 68/100 · Technical tape 68/100 CONFIDENCE 21/100. DATA QUALITY 19/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Applied Materials Infrastructure·AI chips, silicon & EDA | | ▼ 0.03% | — | Formula behind this cell 1 Year: 24% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 8% momentum setup + 8% technical tape + 6% leadership depth + 5% news sentiment + 5% risk brake + 2% track record Top drivers: Future value 68/100 · Momentum setup 69/100 · Technical tape 69/100 CONFIDENCE 21/100. DATA QUALITY 19/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Advanced Micro Devices Infrastructure·AI chips, silicon & EDA | | ▲ 2.38% | — | Formula behind this cell 1 Year: 24% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 8% momentum setup + 8% technical tape + 6% leadership depth + 5% news sentiment + 5% risk brake + 2% track record Top drivers: Future value 68/100 · Momentum setup 72/100 · Technical tape 72/100 CONFIDENCE 21/100. DATA QUALITY 19/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Arista Networks Infrastructure·AI chips, silicon & EDA | | ▲ 1.10% | — | Formula behind this cell 1 Year: 24% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 8% momentum setup + 8% technical tape + 6% leadership depth + 5% news sentiment + 5% risk brake + 2% track record Top drivers: Future value 68/100 · Momentum setup 70/100 · Technical tape 70/100 CONFIDENCE 21/100. DATA QUALITY 19/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Cerebras Systems Core platforms·AI chips, silicon & EDA | | ▲ 0.57% | — | Formula behind this cell 1 Year: 24% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 8% momentum setup + 8% technical tape + 6% leadership depth + 5% news sentiment + 5% risk brake + 2% track record Top drivers: Future value 72/100 · Momentum setup 62/100 · Technical tape 62/100 CONFIDENCE 21/100. DATA QUALITY 19/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Cadence Design Systems Infrastructure·AI chips, silicon & EDA | | ▲ 4.18% | — | Formula behind this cell 1 Year: 24% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 8% momentum setup + 8% technical tape + 6% leadership depth + 5% news sentiment + 5% risk brake + 2% track record Top drivers: Future value 68/100 · Momentum setup 74/100 · Technical tape 74/100 CONFIDENCE 21/100. DATA QUALITY 19/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Cohu Inc. Infrastructure·AI chips, silicon & EDA | | ▼ 1.21% | — | Formula behind this cell 1 Year: 24% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 8% momentum setup + 8% technical tape + 6% leadership depth + 5% news sentiment + 5% risk brake + 2% track record Top drivers: Future value 68/100 · Momentum setup 65/100 · Technical tape 65/100 CONFIDENCE 21/100. DATA QUALITY 19/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Credo Technology Infrastructure·AI chips, silicon & EDA | | ▲ 1.08% | — | Formula behind this cell 1 Year: 24% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 8% momentum setup + 8% technical tape + 6% leadership depth + 5% news sentiment + 5% risk brake + 2% track record Top drivers: Future value 68/100 · Momentum setup 70/100 · Technical tape 70/100 CONFIDENCE 21/100. DATA QUALITY 19/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | CoreWeave Inc. Infrastructure·AI software & data platforms | | ▲ 3.72% | — | Formula behind this cell 1 Year: 24% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 8% momentum setup + 8% technical tape + 6% leadership depth + 5% news sentiment + 5% risk brake + 2% track record Top drivers: Future value 68/100 · Momentum setup 73/100 · Technical tape 73/100 CONFIDENCE 21/100. DATA QUALITY 19/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Datadog Inc. Applications·AI software & data platforms | | ▲ 2.16% | — | Formula behind this cell 1 Year: 24% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 8% momentum setup + 8% technical tape + 6% leadership depth + 5% news sentiment + 5% risk brake + 2% track record Top drivers: Future value 62/100 · Momentum setup 72/100 · Technical tape 71/100 CONFIDENCE 21/100. DATA QUALITY 19/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Flex Ltd. Infrastructure·AI chips, silicon & EDA | | ▲ 0.09% | — | Formula behind this cell 1 Year: 24% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 8% momentum setup + 8% technical tape + 6% leadership depth + 5% news sentiment + 5% risk brake + 2% track record Top drivers: Future value 68/100 · Momentum setup 69/100 · Technical tape 69/100 CONFIDENCE 21/100. DATA QUALITY 19/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Fortinet Inc. Infrastructure·AI software & data platforms | | ▼ 0.04% | — | Formula behind this cell 1 Year: 24% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 8% momentum setup + 8% technical tape + 6% leadership depth + 5% news sentiment + 5% risk brake + 2% track record Top drivers: Future value 68/100 · Momentum setup 69/100 · Technical tape 69/100 CONFIDENCE 21/100. DATA QUALITY 19/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Hewlett Packard Enterprise Infrastructure·AI chips, silicon & EDA | | ▲ 1.91% | — | Formula behind this cell 1 Year: 24% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 8% momentum setup + 8% technical tape + 6% leadership depth + 5% news sentiment + 5% risk brake + 2% track record Top drivers: Future value 68/100 · Momentum setup 71/100 · Technical tape 71/100 CONFIDENCE 21/100. DATA QUALITY 19/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Intel Corp. Infrastructure·AI chips, silicon & EDA | | ▲ 3.91% | — | Formula behind this cell 1 Year: 24% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 8% momentum setup + 8% technical tape + 6% leadership depth + 5% news sentiment + 5% risk brake + 2% track record Top drivers: Future value 68/100 · Momentum setup 74/100 · Technical tape 73/100 CONFIDENCE 21/100. DATA QUALITY 19/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | KLA Corp. Infrastructure·AI chips, silicon & EDA | | ▼ 0.40% | — | Formula behind this cell 1 Year: 24% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 8% momentum setup + 8% technical tape + 6% leadership depth + 5% news sentiment + 5% risk brake + 2% track record Top drivers: Future value 68/100 · Momentum setup 67/100 · Technical tape 67/100 CONFIDENCE 21/100. DATA QUALITY 19/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Lam Research Infrastructure·AI chips, silicon & EDA | | ▼ 0.04% | — | Formula behind this cell 1 Year: 24% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 8% momentum setup + 8% technical tape + 6% leadership depth + 5% news sentiment + 5% risk brake + 2% track record Top drivers: Future value 68/100 · Momentum setup 66/100 · Technical tape 66/100 CONFIDENCE 21/100. DATA QUALITY 19/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Monolithic Power Systems Infrastructure·AI chips, silicon & EDA | | ▼ 1.47% | — | Formula behind this cell 1 Year: 24% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 8% momentum setup + 8% technical tape + 6% leadership depth + 5% news sentiment + 5% risk brake + 2% track record Top drivers: Future value 68/100 · Technical tape 65/100 · Momentum setup 64/100 CONFIDENCE 21/100. DATA QUALITY 19/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Marvell Technology Infrastructure·AI chips, silicon & EDA | | ▼ 0.75% | — | Formula behind this cell 1 Year: 24% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 8% momentum setup + 8% technical tape + 6% leadership depth + 5% news sentiment + 5% risk brake + 2% track record Top drivers: Future value 68/100 · Momentum setup 65/100 · Technical tape 65/100 CONFIDENCE 21/100. DATA QUALITY 19/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | MACOM Technology Solutions Infrastructure·AI chips, silicon & EDA | | ▲ 3.30% | — | Formula behind this cell 1 Year: 24% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 8% momentum setup + 8% technical tape + 6% leadership depth + 5% news sentiment + 5% risk brake + 2% track record Top drivers: Future value 68/100 · Momentum setup 73/100 · Technical tape 73/100 CONFIDENCE 21/100. DATA QUALITY 19/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Micron Technology Infrastructure·AI chips, silicon & EDA | | ▲ 0.81% | — | Formula behind this cell 1 Year: 24% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 8% momentum setup + 8% technical tape + 6% leadership depth + 5% news sentiment + 5% risk brake + 2% track record Top drivers: Future value 68/100 · Momentum setup 66/100 · Technical tape 66/100 CONFIDENCE 21/100. DATA QUALITY 19/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Nebius Group N.V. Infrastructure·AI software & data platforms | | ▲ 7.44% | — | Formula behind this cell 1 Year: 24% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 8% momentum setup + 8% technical tape + 6% leadership depth + 5% news sentiment + 5% risk brake + 2% track record Top drivers: Future value 68/100 · Momentum setup 78/100 · Technical tape 77/100 CONFIDENCE 21/100. DATA QUALITY 19/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Cloudflare Inc. Infrastructure·AI software & data platforms | | ▲ 1.84% | — | Formula behind this cell 1 Year: 24% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 8% momentum setup + 8% technical tape + 6% leadership depth + 5% news sentiment + 5% risk brake + 2% track record Top drivers: Future value 68/100 · Momentum setup 71/100 · Technical tape 71/100 CONFIDENCE 21/100. DATA QUALITY 19/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Okta Inc. Applications·AI software & data platforms | | ▲ 0.62% | — | Formula behind this cell 1 Year: 24% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 8% momentum setup + 8% technical tape + 6% leadership depth + 5% news sentiment + 5% risk brake + 2% track record Top drivers: Future value 62/100 · Momentum setup 70/100 · Technical tape 70/100 CONFIDENCE 21/100. DATA QUALITY 19/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Onto Innovation Infrastructure·AI chips, silicon & EDA | | ▼ 0.91% | — | Formula behind this cell 1 Year: 24% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 8% momentum setup + 8% technical tape + 6% leadership depth + 5% news sentiment + 5% risk brake + 2% track record Top drivers: Future value 68/100 · Momentum setup 65/100 · Technical tape 65/100 CONFIDENCE 21/100. DATA QUALITY 19/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Palantir Technologies Applications·AI software & data platforms | | ▲ 0.42% | — | Formula behind this cell 1 Year: 24% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 8% momentum setup + 8% technical tape + 6% leadership depth + 5% news sentiment + 5% risk brake + 2% track record Top drivers: Future value 62/100 · Momentum setup 70/100 · Technical tape 69/100 CONFIDENCE 21/100. DATA QUALITY 19/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Rambus Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 1.04% | — | Formula behind this cell 1 Year: 24% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 8% momentum setup + 8% technical tape + 6% leadership depth + 5% news sentiment + 5% risk brake + 2% track record Top drivers: Future value 68/100 · Momentum setup 70/100 · Technical tape 70/100 CONFIDENCE 21/100. DATA QUALITY 19/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Super Micro Computer Infrastructure·AI chips, silicon & EDA | | ▲ 0.17% | — | Formula behind this cell 1 Year: 24% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 8% momentum setup + 8% technical tape + 6% leadership depth + 5% news sentiment + 5% risk brake + 2% track record Top drivers: Future value 68/100 · Momentum setup 69/100 · Technical tape 69/100 CONFIDENCE 21/100. DATA QUALITY 19/100. Twelve-month research signal. Compare with analyst targets and filings. |