| 1 | NVIDIA Corporation Core platforms·AI chips, silicon & EDA | | ▲ 1.37% | 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: Quality trend 100/100 · Future value 84/100 · Valuation pressure 64/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 100/100 · Future value 84/100 · Valuation pressure 64/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 100/100 · Future value 84/100 · Valuation pressure 64/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. |
| 2 | Micron Technology, Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 2.36% | 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: Quality trend 100/100 · Future value 75/100 · Valuation pressure 72/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 100/100 · Future value 75/100 · Valuation pressure 72/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 100/100 · Future value 75/100 · Valuation pressure 72/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. |
| 3 | Western Digital Corporation Infrastructure·AI chips, silicon & EDA | | ▲ 1.13% | 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: Quality trend 100/100 · Valuation pressure 81/100 · Future value 65/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 100/100 · Valuation pressure 81/100 · Future value 65/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 100/100 · Valuation pressure 81/100 · Future value 65/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Sandisk Corporation Infrastructure·AI chips, silicon & EDA | | ▼ 0.65% | 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: Quality trend 100/100 · Valuation pressure 70/100 · Future value 68/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 100/100 · Valuation pressure 70/100 · Future value 68/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 100/100 · Valuation pressure 70/100 · Future value 68/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Alphabet Inc. Core platforms·AI hyperscalers & platforms | | ▲ 1.50% | 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: Quality trend 100/100 · Future value 84/100 · Valuation pressure 80/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 100/100 · Future value 84/100 · Valuation pressure 80/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 100/100 · Future value 84/100 · Valuation pressure 80/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Applied Materials, Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 3.15% | 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: Quality trend 96/100 · Future value 69/100 · Momentum setup 70/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 96/100 · Future value 69/100 · Momentum setup 70/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 96/100 · Future value 69/100 · Momentum setup 70/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | AppLovin Corporation Applications·AI software & data platforms | | ▲ 4.01% | 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: Quality trend 100/100 · Valuation pressure 71/100 · Future value 60/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 100/100 · Valuation pressure 71/100 · Future value 60/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 100/100 · Valuation pressure 71/100 · Future value 60/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Lam Research Corporation Infrastructure·AI chips, silicon & EDA | | ▲ 3.22% | 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: Quality trend 98/100 · Valuation pressure 32/100 · Future value 69/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 98/100 · Valuation pressure 32/100 · Future value 69/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 98/100 · Valuation pressure 32/100 · Future value 69/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Meta Platforms, Inc. Core platforms·AI hyperscalers & platforms | | ▲ 6.44% | 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: Quality trend 88/100 · Future value 79/100 · Valuation pressure 69/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 88/100 · Future value 79/100 · Valuation pressure 69/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 88/100 · Future value 79/100 · Valuation pressure 69/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Oracle Corporation Core platforms·AI hyperscalers & platforms | | ▲ 0.90% | 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: Quality trend 77/100 · Valuation pressure 71/100 · Future value 72/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 77/100 · Valuation pressure 71/100 · Future value 72/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 77/100 · Valuation pressure 71/100 · Future value 72/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | QUALCOMM Incorporated Infrastructure·AI chips, silicon & EDA | | ▲ 6.24% | 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: Quality trend 79/100 · Valuation pressure 76/100 · Future value 66/100 Confidence 51/100, facts 62/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 79/100 · Valuation pressure 76/100 · Future value 66/100 Confidence 51/100, facts 62/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 79/100 · Valuation pressure 76/100 · Future value 66/100 Confidence 51/100, facts 62/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Teradyne, Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 1.03% | 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: Quality trend 99/100 · Valuation pressure 31/100 · Momentum setup 74/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 99/100 · Valuation pressure 31/100 · Momentum setup 74/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 99/100 · Valuation pressure 31/100 · Momentum setup 74/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Amazon.com, Inc. Core platforms·AI hyperscalers & platforms | | ▲ 0.52% | 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 81/100 · Valuation pressure 75/100 · Quality trend 65/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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 81/100 · Valuation pressure 75/100 · Quality trend 65/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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 81/100 · Valuation pressure 75/100 · Quality trend 65/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Adobe Inc. Applications·AI software & data platforms | | ▼ 0.31% | 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: Quality trend 96/100 · Valuation pressure 85/100 · Future value 60/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 96/100 · Valuation pressure 85/100 · Future value 60/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 96/100 · Valuation pressure 85/100 · Future value 60/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | NXP Semiconductors N.V. Infrastructure·AI chips, silicon & EDA | | ▲ 0.36% | 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: Quality trend 75/100 · Valuation pressure 77/100 · Future value 60/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 75/100 · Valuation pressure 77/100 · Future value 60/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 75/100 · Valuation pressure 77/100 · Future value 60/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Microsoft Corporation Core platforms·AI hyperscalers & platforms | | ▼ 0.12% | 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: Quality trend 97/100 · Future value 83/100 · Valuation pressure 65/100 Confidence 53/100, facts 62/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 97/100 · Future value 83/100 · Valuation pressure 65/100 Confidence 53/100, facts 62/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 97/100 · Future value 83/100 · Valuation pressure 65/100 Confidence 53/100, facts 62/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | NetApp, Inc. Infrastructure·AI chips, silicon & EDA | | ▼ 0.56% | 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: Quality trend 81/100 · Valuation pressure 64/100 · Momentum setup 72/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 81/100 · Valuation pressure 64/100 · Momentum setup 72/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 81/100 · Valuation pressure 64/100 · Momentum setup 72/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Netflix, Inc. Adjacent compounders·AI-adjacent consumer distribution | | ▲ 1.99% | 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: Quality trend 95/100 · Valuation pressure 72/100 · Future value 61/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 95/100 · Valuation pressure 72/100 · Future value 61/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 95/100 · Valuation pressure 72/100 · Future value 61/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Texas Instruments Incorporated Infrastructure·AI chips, silicon & EDA | | ▲ 0.63% | 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: Quality trend 96/100 · Future value 67/100 · Momentum setup 66/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 96/100 · Future value 67/100 · Momentum setup 66/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 96/100 · Future value 67/100 · Momentum setup 66/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Apple Inc. Adjacent compounders·AI-adjacent consumer distribution | | ▲ 0.32% | 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: Quality trend 96/100 · Future value 75/100 · Momentum setup 73/100 Confidence 53/100, facts 62/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 96/100 · Future value 75/100 · Momentum setup 73/100 Confidence 53/100, facts 62/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 96/100 · Future value 75/100 · Momentum setup 73/100 Confidence 53/100, facts 62/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Seagate Technology Holdings plc Infrastructure·AI chips, silicon & EDA | | ▲ 2.41% | 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: Quality trend 95/100 · Valuation pressure 15/100 · Future value 66/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 95/100 · Valuation pressure 15/100 · Future value 66/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 95/100 · Valuation pressure 15/100 · Future value 66/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Super Micro Computer, Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 5.08% | 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: Valuation pressure 88/100 · Momentum setup 75/100 · Technical tape 74/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Valuation pressure 88/100 · Momentum setup 75/100 · Technical tape 74/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Valuation pressure 88/100 · Momentum setup 75/100 · Technical tape 74/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Arista Networks, Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 2.00% | 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: Quality trend 94/100 · Valuation pressure 13/100 · Future value 67/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 94/100 · Valuation pressure 13/100 · Future value 67/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 94/100 · Valuation pressure 13/100 · Future value 67/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Palantir Technologies Inc. Applications·AI software & data platforms | | ▲ 2.47% | 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: Quality trend 97/100 · Valuation pressure 5/100 · Future value 67/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 97/100 · Valuation pressure 5/100 · Future value 67/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 97/100 · Valuation pressure 5/100 · Future value 67/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Uber Technologies, Inc. Adjacent compounders·Autonomy, robotics & quantum | | ▼ 0.18% | 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: Quality trend 96/100 · Valuation pressure 83/100 · Momentum setup 33/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 96/100 · Valuation pressure 83/100 · Momentum setup 33/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 96/100 · Valuation pressure 83/100 · Momentum setup 33/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | PayPal Holdings, Inc. Adjacent compounders·AI-adjacent finance rails | | ▲ 0.43% | 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: Valuation pressure 91/100 · Quality trend 76/100 · Risk brake 72/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Valuation pressure 91/100 · Quality trend 76/100 · Risk brake 72/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Valuation pressure 91/100 · Quality trend 76/100 · Risk brake 72/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Rambus Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 7.55% | 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: Quality trend 85/100 · Momentum setup 64/100 · Technical tape 64/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 85/100 · Momentum setup 64/100 · Technical tape 64/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 85/100 · Momentum setup 64/100 · Technical tape 64/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | Amphenol Corporation Infrastructure·AI chips, silicon & EDA | | ▲ 3.81% | 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: Quality trend 78/100 · Future value 66/100 · Momentum setup 75/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 78/100 · Future value 66/100 · Momentum setup 75/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 78/100 · Future value 66/100 · Momentum setup 75/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | KLA Corporation Infrastructure·AI chips, silicon & EDA | | ▲ 2.50% | 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: Quality trend 83/100 · Future value 67/100 · Valuation pressure 35/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 83/100 · Future value 67/100 · Valuation pressure 35/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Quality trend 83/100 · Future value 67/100 · Valuation pressure 35/100 Confidence 54/100, facts 65/100. Twelve-month research signal. Compare with analyst targets and filings. |
| | TE Connectivity plc Infrastructure·AI chips, silicon & EDA | | ▲ 1.45% | 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: Valuation pressure 76/100 · Quality trend 65/100 · Future value 60/100 Confidence 51/100, facts 62/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Valuation pressure 76/100 · Quality trend 65/100 · Future value 60/100 Confidence 51/100, facts 62/100. Twelve-month research signal. Compare with analyst targets and filings. | 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: Valuation pressure 76/100 · Quality trend 65/100 · Future value 60/100 Confidence 51/100, facts 62/100. Twelve-month research signal. Compare with analyst targets and filings. |