| 1 | Celestica Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 3.16% | $44.44B | 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 82/100 · Quality trend 73/100 · Track record 82/100 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 82/100 · Quality trend 73/100 · Track record 82/100 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 82/100 · Quality trend 73/100 · Track record 82/100 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 82/100 · Quality trend 73/100 · Track record 82/100 Confidence 97/100, facts 92/100. Twelve-month research signal. Compare with analyst targets and filings. | +10.9% |
| 2 | Vertiv Holdings Co Infrastructure·AI power, grid & data centers | | ▲ 0.49% | $107.93B | 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 87/100 · Quality trend 75/100 · Future value 75/100 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 87/100 · Quality trend 75/100 · Future value 75/100 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 87/100 · Quality trend 75/100 · Future value 75/100 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 87/100 · Quality trend 75/100 · Future value 75/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | +25.9% |
| 3 | Amphenol Corporation Infrastructure·AI chips, silicon & EDA | | ▲ 1.68% | $189.54B | 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 81/100 · Analyst/revision signal 70/100 · Future value 72/100 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 81/100 · Analyst/revision signal 70/100 · Future value 72/100 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 81/100 · Analyst/revision signal 70/100 · Future value 72/100 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 81/100 · Analyst/revision signal 70/100 · Future value 72/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | +18.2% |
| | TE Connectivity Ltd Infrastructure·AI chips, silicon & EDA | | ▲ 1.87% | $61.56B | 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 85/100 · Valuation pressure 76/100 · Quality trend 67/100 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 85/100 · Valuation pressure 76/100 · Quality trend 67/100 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 85/100 · Valuation pressure 76/100 · Quality trend 67/100 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 85/100 · Valuation pressure 76/100 · Quality trend 67/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | +24.4% |
| | Coherent Inc Infrastructure·AI chips, silicon & EDA | | ▲ 7.10% | $70.31B | 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 74/100 · Track record 75/100 · Valuation pressure 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 74/100 · Track record 75/100 · Valuation pressure 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 74/100 · Track record 75/100 · Valuation pressure 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 74/100 · Track record 75/100 · Valuation pressure 34/100 Confidence 97/100, facts 92/100. Twelve-month research signal. Compare with analyst targets and filings. | -2.3% |
| | Astera Labs, Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 4.28% | $58.57B | 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: Valuation pressure 5/100 · Quality trend 80/100 · Track record 80/100 Confidence 96/100, 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: Valuation pressure 5/100 · Quality trend 80/100 · Track record 80/100 Confidence 96/100, 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: Valuation pressure 5/100 · Quality trend 80/100 · Track record 80/100 Confidence 96/100, 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: Valuation pressure 5/100 · Quality trend 80/100 · Track record 80/100 Confidence 96/100, facts 89/100. Twelve-month research signal. Compare with analyst targets and filings. | -36.1% |
| | Corning Incorporated Infrastructure·AI chips, silicon & EDA | | ▲ 2.04% | $149.70B | 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 76/100 · Valuation pressure 31/100 · Track record 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: Analyst/revision signal 76/100 · Valuation pressure 31/100 · Track record 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: Analyst/revision signal 76/100 · Valuation pressure 31/100 · Track record 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: Analyst/revision signal 76/100 · Valuation pressure 31/100 · Track record 76/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | +9.9% |
| | Keysight Technologies Inc Infrastructure·AI chips, silicon & EDA | | ▲ 2.92% | $56.64B | 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 68/100 · Track record 69/100 · Quality trend 61/100 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 68/100 · Track record 69/100 · Quality trend 61/100 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 68/100 · Track record 69/100 · Quality trend 61/100 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 68/100 · Track record 69/100 · Quality trend 61/100 Confidence 97/100, facts 92/100. Twelve-month research signal. Compare with analyst targets and filings. | +9.5% |
| | Ciena Corp Infrastructure·AI chips, silicon & EDA | | ▲ 1.64% | $62.19B | 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 71/100 · Valuation pressure 29/100 · Future value 67/100 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 71/100 · Valuation pressure 29/100 · Future value 67/100 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 71/100 · Valuation pressure 29/100 · Future value 67/100 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 71/100 · Valuation pressure 29/100 · Future value 67/100 Confidence 97/100, facts 92/100. Twelve-month research signal. Compare with analyst targets and filings. | +24.8% |
| | Credo Technology Group Holding Ltd Infrastructure·AI chips, silicon & EDA | | ▼ 3.63% | $47.04B | 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: Valuation pressure 18/100 · Quality trend 77/100 · Momentum setup 62/100 Confidence 96/100, 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: Valuation pressure 18/100 · Quality trend 77/100 · Momentum setup 62/100 Confidence 96/100, 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: Valuation pressure 18/100 · Quality trend 77/100 · Momentum setup 62/100 Confidence 96/100, 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: Valuation pressure 18/100 · Quality trend 77/100 · Momentum setup 62/100 Confidence 96/100, facts 89/100. Twelve-month research signal. Compare with analyst targets and filings. | +0.5% |
| | Arm Holdings Infrastructure·AI chips, silicon & EDA | | ▲ 10.13% | — | 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. | — |
| | Teradyne Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 6.30% | — | 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 | | ▲ 4.47% | — | 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. | — |
| | Aehr Test Systems Infrastructure·AI chips, silicon & EDA | | ▲ 6.58% | — | 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 68/100 · Momentum setup 71/100 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 71/100 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 71/100 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 71/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Applied Materials Infrastructure·AI chips, silicon & EDA | | ▲ 2.74% | — | 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. | — |
| | Advanced Micro Devices Infrastructure·AI chips, silicon & EDA | | ▲ 6.34% | — | 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 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. | — |
| | Arista Networks Infrastructure·AI chips, silicon & EDA | | ▲ 5.30% | — | 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. | — |
| | ASML Holding Infrastructure·AI chips, silicon & EDA | | ▼ 0.64% | — | 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. | — |
| | Cohu Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 3.95% | — | 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: 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. | — |
| | CoreWeave Inc. Infrastructure·AI software & data platforms | | ▲ 9.30% | — | 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. | — |
| | Flex Ltd. Infrastructure·AI chips, silicon & EDA | | ▲ 0.35% | — | 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. | — |
| | FormFactor Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 6.70% | — | 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. | — |
| | GlobalFoundries Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 2.11% | — | 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. | — |
| | Hewlett Packard Enterprise Infrastructure·AI chips, silicon & EDA | | ▲ 5.12% | — | 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 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. | — |
| | Intel Corp. Infrastructure·AI chips, silicon & EDA | | ▲ 8.05% | — | 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. | — |
| | Jabil Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 2.24% | — | 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. | — |
| | KLA Corp. Infrastructure·AI chips, silicon & EDA | | ▲ 3.76% | — | 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 | | ▲ 2.98% | — | 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. | — |
| | Marvell Technology Infrastructure·AI chips, silicon & EDA | | ▲ 2.21% | — | 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: 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. | — |
| | Onto Innovation Infrastructure·AI chips, silicon & EDA | | ▲ 6.87% | — | 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: 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. | — |
| | Qualcomm Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 5.34% | — | 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 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. | — |
| | Sandisk Corp. Infrastructure·AI chips, silicon & EDA | | ▲ 6.77% | — | 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 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 | | ▲ 0.04% | — | 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 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 | | ▲ 8.11% | — | 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 75/100 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 75/100 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 75/100 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 75/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Ultra Clean Holdings Infrastructure·AI chips, silicon & EDA | | ▲ 5.15% | — | 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 · 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. | — |
| | Western Digital Corp. Infrastructure·AI chips, silicon & EDA | | ▲ 7.22% | — | 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 · Future value 68/100 · Momentum setup 71/100 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 71/100 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 71/100 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 71/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Analog Devices Infrastructure·AI chips, silicon & EDA | | ▲ 1.94% | — | 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 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 | | ▲ 5.93% | — | 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. | — |
| | iShares Future AI & Tech ETF Thematic ETFs·AI ETFs & baskets | | ▲ 1.93% | — | 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 | | ▲ 0.26% | — | 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 55/100 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 55/100 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 55/100 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 55/100 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 | | ▲ 10.43% | — | 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 · Momentum setup 76/100 · 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 76/100 · 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 76/100 · 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 76/100 · Future value 60/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Dell Technologies Infrastructure·AI chips, silicon & EDA | | ▲ 2.60% | — | 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. | — |
| | Entegris Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 4.16% | — | 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 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. | — |
| | GE Vernova Power & data centers·AI power, grid & data centers | | ▲ 3.06% | — | 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 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 67/100 · 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 67/100 · 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 67/100 · Future value 60/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Alphabet Inc. (A) Core platforms·AI hyperscalers & platforms | | ▲ 1.44% | — | 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: Future value 72/100 · Track record 76/100 · Risk brake 57/100 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 57/100 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 57/100 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 57/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | IREN Ltd. Power & data centers·AI compute & crypto pivots | | ▲ 6.84% | — | 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 · Momentum setup 73/100 · 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 73/100 · 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 73/100 · 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 73/100 · Future value 60/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Lattice Semiconductor Infrastructure·AI chips, silicon & EDA | | ▲ 2.27% | — | 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. | — |
| | Microchip Technology Infrastructure·AI chips, silicon & EDA | | ▲ 2.33% | — | 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. | — |
| | MACOM Technology Solutions Infrastructure·AI chips, silicon & EDA | | ▲ 2.36% | — | 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 57/100 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 57/100 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 57/100 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 57/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Micron Technology Infrastructure·AI chips, silicon & EDA | | ▲ 0.45% | — | 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. | — |
| | Nebius Group N.V. Infrastructure·AI software & data platforms | | ▲ 7.37% | — | 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. | — |
| | NetApp Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 1.16% | — | 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 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 | | ▲ 0.12% | — | 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: 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 | | ▲ 1.33% | — | 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. | — |
| | ON Semiconductor 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 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 | | ▲ 3.48% | — | 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 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 67/100 · 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 67/100 · 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 67/100 · 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 | | ▲ 3.56% | — | 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 · 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. | — |
| | Silicon Motion Technology Infrastructure·AI chips, silicon & EDA | | ▲ 3.52% | — | 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. | — |
| | VanEck Semiconductor ETF Thematic ETFs·AI ETFs & baskets | | ▲ 2.37% | — | 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 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 68/100 · 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 68/100 · 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 68/100 · Future value 58/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | iShares Semiconductor ETF Thematic ETFs·AI ETFs & baskets | | ▲ 2.55% | — | 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. | — |