| 1 | Meta Platforms Inc. Core platforms·AI hyperscalers & platforms | | ▲ 0.65% | $1.48T | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 91/100 · Analyst/revision signal 90/100 · Future value 84/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 91/100 · Analyst/revision signal 90/100 · Future value 84/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 91/100 · Analyst/revision signal 90/100 · Future value 84/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | /95 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 91/100 · Analyst/revision signal 90/100 · Future value 84/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | +44.9% |
| 2 | Alphabet Inc Class A Core platforms·AI hyperscalers & platforms | | ▲ 1.46% | $4.44T | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 90/100 · Analyst/revision signal 85/100 · Future value 79/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 90/100 · Analyst/revision signal 85/100 · Future value 79/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 90/100 · Analyst/revision signal 85/100 · Future value 79/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | /95 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 90/100 · Analyst/revision signal 85/100 · Future value 79/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | +18.9% |
| 3 | Amazon.com Inc Core platforms·AI hyperscalers & platforms | | ▼ 1.68% | $2.63T | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 91/100 · Future value 79/100 · Track record 77/100 Confidence 97/100, facts 92/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 91/100 · Future value 79/100 · Track record 77/100 Confidence 97/100, facts 92/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 91/100 · Future value 79/100 · Track record 77/100 Confidence 97/100, facts 92/100. Twelve-month research signal. Compare with analyst targets and filings. | /92 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 91/100 · Future value 79/100 · Track record 77/100 Confidence 97/100, facts 92/100. Twelve-month research signal. Compare with analyst targets and filings. | +31.7% |
| | Taiwan Semiconductor Manufacturing Infrastructure·AI chips, silicon & EDA | | ▲ 1.02% | $2.22T | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 93/100 · Analyst/revision signal 78/100 · Future value 76/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 93/100 · Analyst/revision signal 78/100 · Future value 76/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 93/100 · Analyst/revision signal 78/100 · Future value 76/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | /95 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 93/100 · Analyst/revision signal 78/100 · Future value 76/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | +10.0% |
| | Oracle Corporation Core platforms·AI hyperscalers & platforms | | ▼ 0.48% | $591.92B | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 78/100 · Quality trend 73/100 · Future value 71/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 78/100 · Quality trend 73/100 · Future value 71/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 78/100 · Quality trend 73/100 · Future value 71/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | /95 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 78/100 · Quality trend 73/100 · Future value 71/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | +39.3% |
| | Micron Technology Inc Infrastructure·AI chips, silicon & EDA | | ▲ 0.33% | $1.06T | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 78/100 · Valuation pressure 33/100 · Momentum setup 76/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 78/100 · Valuation pressure 33/100 · Momentum setup 76/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 78/100 · Valuation pressure 33/100 · Momentum setup 76/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | /95 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 78/100 · Valuation pressure 33/100 · Momentum setup 76/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | -21.1% |
| | Marathon Digital Holdings Inc Power & data centers·AI compute & crypto pivots | | ▲ 3.60% | $5.07B | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 83/100 · Quality trend 21/100 · Valuation pressure 74/100 Confidence 94/100, facts 89/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 83/100 · Quality trend 21/100 · Valuation pressure 74/100 Confidence 94/100, facts 89/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 83/100 · Quality trend 21/100 · Valuation pressure 74/100 Confidence 94/100, facts 89/100. Twelve-month research signal. Compare with analyst targets and filings. | /89 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 83/100 · Quality trend 21/100 · Valuation pressure 74/100 Confidence 94/100, facts 89/100. Twelve-month research signal. Compare with analyst targets and filings. | +24.6% |
| | ASML Holding NV ADR Infrastructure·AI chips, silicon & EDA | | ▼ 0.76% | $685.18B | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 79/100 · Valuation pressure 19/100 · Momentum setup 70/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 79/100 · Valuation pressure 19/100 · Momentum setup 70/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 79/100 · Valuation pressure 19/100 · Momentum setup 70/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | /95 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 79/100 · Valuation pressure 19/100 · Momentum setup 70/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | -9.8% |
| | IREN Ltd Power & data centers·AI compute & crypto pivots | | ▲ 7.41% | $19.66B | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 78/100 · Valuation pressure 22/100 · Quality trend 34/100 Confidence 97/100, facts 92/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 78/100 · Valuation pressure 22/100 · Quality trend 34/100 Confidence 97/100, facts 92/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 78/100 · Valuation pressure 22/100 · Quality trend 34/100 Confidence 97/100, facts 92/100. Twelve-month research signal. Compare with analyst targets and filings. | /92 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 78/100 · Valuation pressure 22/100 · Quality trend 34/100 Confidence 97/100, facts 92/100. Twelve-month research signal. Compare with analyst targets and filings. | +33.1% |
| | Riot Platforms, Inc. Power & data centers·AI compute & crypto pivots | | ▲ 3.06% | $9.01B | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 19/100 · Analyst/revision signal 68/100 · Momentum setup 72/100 Confidence 94/100, facts 87/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 19/100 · Analyst/revision signal 68/100 · Momentum setup 72/100 Confidence 94/100, facts 87/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 19/100 · Analyst/revision signal 68/100 · Momentum setup 72/100 Confidence 94/100, facts 87/100. Twelve-month research signal. Compare with analyst targets and filings. | /87 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 19/100 · Analyst/revision signal 68/100 · Momentum setup 72/100 Confidence 94/100, facts 87/100. Twelve-month research signal. Compare with analyst targets and filings. | +2.8% |
| | Arm Holdings Infrastructure·AI chips, silicon & EDA | | ▲ 10.23% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 77/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 77/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 77/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 77/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | CoreWeave Inc. Infrastructure·AI software & data platforms | | ▲ 9.84% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 76/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 76/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 76/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 76/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Qualcomm Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 5.84% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 74/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 74/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 74/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 74/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Teradyne Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 6.18% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 74/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 74/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 74/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 74/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Axcelis Technologies Infrastructure·AI chips, silicon & EDA | | ▲ 4.36% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 69/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 69/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 69/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 69/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Aehr Test Systems Infrastructure·AI chips, silicon & EDA | | ▲ 6.74% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 72/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 72/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 72/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 72/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Applied Materials Infrastructure·AI chips, silicon & EDA | | ▲ 2.69% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 67/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 67/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 67/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 67/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Advanced Micro Devices Infrastructure·AI chips, silicon & EDA | | ▲ 5.81% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 70/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 70/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 70/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 70/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Arista Networks Infrastructure·AI chips, silicon & EDA | | ▲ 5.01% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 69/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 69/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 69/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 69/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Amphenol Corp. Infrastructure·AI chips, silicon & EDA | | ▲ 1.75% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 64/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 64/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 64/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 64/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Cipher Mining Power & data centers·AI compute & crypto pivots | | ▲ 11.56% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 79/100 · Technical tape 78/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 79/100 · Technical tape 78/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 79/100 · Technical tape 78/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 79/100 · Technical tape 78/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Celestica Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 3.09% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 67/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 67/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 67/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 67/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Cohu Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 3.59% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 66/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 66/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 66/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 66/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Entegris Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 4.34% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 65/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 65/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 65/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 65/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | FormFactor Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 6.49% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 72/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 72/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 72/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 72/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | GlobalFoundries Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 2.04% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 67/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 67/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 67/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 67/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Hewlett Packard Enterprise Infrastructure·AI chips, silicon & EDA | | ▲ 5.16% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 70/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 70/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 70/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 70/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Keysight Technologies Infrastructure·AI chips, silicon & EDA | | ▲ 3.01% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 69/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 69/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 69/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 69/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | KLA Corp. Infrastructure·AI chips, silicon & EDA | | ▲ 3.94% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 69/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 69/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 69/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 69/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Lam Research Infrastructure·AI chips, silicon & EDA | | ▲ 2.83% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 68/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 68/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 68/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 68/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Microchip Technology Infrastructure·AI chips, silicon & EDA | | ▲ 2.46% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 64/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 64/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 64/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 64/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Marvell Technology Infrastructure·AI chips, silicon & EDA | | ▲ 1.74% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 67/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 67/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 67/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 67/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Onto Innovation Infrastructure·AI chips, silicon & EDA | | ▲ 7.07% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 73/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 73/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 73/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 73/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Silicon Motion Technology Infrastructure·AI chips, silicon & EDA | | ▲ 4.23% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 65/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 65/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 65/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 65/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Sandisk Corp. Infrastructure·AI chips, silicon & EDA | | ▲ 6.94% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 73/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 73/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 73/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 73/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | STMicroelectronics Infrastructure·AI chips, silicon & EDA | | ▲ 0.12% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 63/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 63/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 63/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 63/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Seagate Technology Infrastructure·AI chips, silicon & EDA | | ▲ 7.77% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 74/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 74/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 74/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 74/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Ultra Clean Holdings Infrastructure·AI chips, silicon & EDA | | ▲ 5.03% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 68/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 68/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 68/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 68/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Western Digital Corp. Infrastructure·AI chips, silicon & EDA | | ▲ 6.68% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 69/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 69/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 69/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 69/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Analog Devices Infrastructure·AI chips, silicon & EDA | | ▲ 1.96% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 62/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 62/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 62/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 62/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Applied Digital Power & data centers·AI compute & crypto pivots | | ▲ 6.85% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 71/100 · Future value 60/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 71/100 · Future value 60/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 71/100 · Future value 60/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 71/100 · Future value 60/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | AppLovin Corp. Applications·AI software & data platforms | | ▲ 3.58% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 62/100 · Momentum setup 67/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 62/100 · Momentum setup 67/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 62/100 · Momentum setup 67/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 62/100 · Momentum setup 67/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | iShares Future AI & Tech ETF Thematic ETFs·AI ETFs & baskets | | ▲ 1.96% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 66/100 · Future value 58/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 66/100 · Future value 58/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 66/100 · Future value 58/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 66/100 · Future value 58/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Cadence Design Systems Infrastructure·AI chips, silicon & EDA | | ▲ 0.32% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 56/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 56/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 56/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 56/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Coherent Corp. Infrastructure·AI chips, silicon & EDA | | ▲ 6.88% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 65/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 65/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 65/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 65/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Dell Technologies Infrastructure·AI chips, silicon & EDA | | ▲ 2.51% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 63/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 63/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 63/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 63/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Flex Ltd. Infrastructure·AI chips, silicon & EDA | | ▼ 0.43% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 58/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 58/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 58/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 58/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | GE Vernova Power & data centers·AI power, grid & data centers | | ▲ 3.15% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 68/100 · Future value 60/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 68/100 · Future value 60/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 68/100 · Future value 60/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 68/100 · Future value 60/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Corning Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 1.69% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 56/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 56/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 56/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 56/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Jabil Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 2.07% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 63/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 63/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 63/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 63/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Lattice Semiconductor Infrastructure·AI chips, silicon & EDA | | ▲ 2.59% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 61/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 61/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 61/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 61/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Nebius Group N.V. Infrastructure·AI software & data platforms | | ▲ 6.88% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 64/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 64/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 64/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 64/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | NetApp Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 1.10% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 56/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 56/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 56/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 56/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | NVIDIA Corp. Core platforms·AI chips, silicon & EDA | | ▲ 0.21% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Future value 72/100 · Track record 76/100 · Risk brake 62/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Future value 72/100 · Track record 76/100 · Risk brake 62/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Future value 72/100 · Track record 76/100 · Risk brake 62/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Future value 72/100 · Track record 76/100 · Risk brake 62/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | NXP Semiconductors Infrastructure·AI chips, silicon & EDA | | ▲ 1.28% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 60/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 60/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 60/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 60/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | ON Semiconductor Infrastructure·AI chips, silicon & EDA | | ▲ 1.28% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 58/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 58/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 58/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 58/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Quanta Services Power & data centers·AI power, grid & data centers | | ▲ 3.59% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 68/100 · Future value 60/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 68/100 · Future value 60/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 68/100 · Future value 60/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 68/100 · Future value 60/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Rambus Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 3.44% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 62/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 62/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 62/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 62/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | VanEck Semiconductor ETF Thematic ETFs·AI ETFs & baskets | | ▲ 2.22% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 67/100 · Future value 58/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 67/100 · Future value 58/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 67/100 · Future value 58/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 67/100 · Future value 58/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Skyworks Solutions Infrastructure·AI chips, silicon & EDA | | ▲ 1.41% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 61/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 61/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 61/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 61/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |