| 1 | Meta Platforms Inc. Core platforms·AI hyperscalers & platforms | | ▲ 0.07% | $1.48T | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 91/100 · Analyst/revision signal 90/100 · Future value 84/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 91/100 · Analyst/revision signal 90/100 · Future value 84/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 91/100 · Analyst/revision signal 90/100 · Future value 84/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | /95 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 91/100 · Analyst/revision signal 90/100 · Future value 84/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | +45.7% |
| 2 | Broadcom Inc Infrastructure·AI chips, silicon & EDA | | ▼ 1.28% | $1.77T | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation 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 94/100 · Analyst/revision signal 93/100 · Future value 87/100 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 94/100 · Analyst/revision signal 93/100 · Future value 87/100 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 94/100 · Analyst/revision signal 93/100 · Future value 87/100 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 94/100 · Analyst/revision signal 93/100 · Future value 87/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | +37.2% |
| 3 | Alphabet Inc Class A Core platforms·AI hyperscalers & platforms | | ▲ 1.22% | $4.36T | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 90/100 · Analyst/revision signal 85/100 · Future value 79/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 90/100 · Analyst/revision signal 85/100 · Future value 79/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 90/100 · Analyst/revision signal 85/100 · Future value 79/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | /95 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 90/100 · Analyst/revision signal 85/100 · Future value 79/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | +19.5% |
| | Taiwan Semiconductor Manufacturing Infrastructure·AI chips, silicon & EDA | | ▲ 0.85% | $2.22T | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 93/100 · Analyst/revision signal 78/100 · Future value 76/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 93/100 · Analyst/revision signal 78/100 · Future value 76/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 93/100 · Analyst/revision signal 78/100 · Future value 76/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | /95 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 93/100 · Analyst/revision signal 78/100 · Future value 76/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | +10.2% |
| | TE Connectivity Ltd Infrastructure·AI chips, silicon & EDA | | ▲ 1.67% | $60.64B | 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 85/100 · Valuation pressure 77/100 · 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 77/100 · 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 77/100 · 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 77/100 · Quality trend 67/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | +24.7% |
| | Oracle Corporation Core platforms·AI hyperscalers & platforms | | ▼ 0.93% | $591.92B | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 78/100 · Quality trend 73/100 · Future value 71/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 78/100 · Quality trend 73/100 · Future value 71/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 78/100 · Quality trend 73/100 · Future value 71/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | /95 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 78/100 · Quality trend 73/100 · Future value 71/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | +39.9% |
| | Arista Networks Infrastructure·AI chips, silicon & EDA | | ▲ 4.80% | $191.60B | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation 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 84/100 · Valuation pressure 26/100 · Analyst/revision signal 70/100 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: Quality trend 84/100 · Valuation pressure 26/100 · Analyst/revision signal 70/100 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: Quality trend 84/100 · Valuation pressure 26/100 · Analyst/revision signal 70/100 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: Quality trend 84/100 · Valuation pressure 26/100 · Analyst/revision signal 70/100 Confidence 97/100, facts 92/100. Twelve-month research signal. Compare with analyst targets and filings. | +15.2% |
| | KLA Corporation Infrastructure·AI chips, silicon & EDA | | ▲ 3.56% | $3.15T | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation 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 · Valuation pressure 24/100 · Analyst/revision signal 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 · Valuation pressure 24/100 · Analyst/revision signal 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 · Valuation pressure 24/100 · Analyst/revision signal 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 · Valuation pressure 24/100 · Analyst/revision signal 72/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | +648.5% |
| | Analog Devices Inc Infrastructure·AI chips, silicon & EDA | | ▲ 1.80% | $200.74B | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation 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 79/100 · Quality trend 72/100 · Track record 80/100 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 79/100 · Quality trend 72/100 · Track record 80/100 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 79/100 · Quality trend 72/100 · Track record 80/100 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 79/100 · Quality trend 72/100 · Track record 80/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | +7.5% |
| | Advanced Micro Devices Inc Infrastructure·AI chips, silicon & EDA | | ▲ 5.56% | $775.36B | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation 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 12/100 · Track record 82/100 · Analyst/revision signal 72/100 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: Valuation pressure 12/100 · Track record 82/100 · Analyst/revision signal 72/100 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: Valuation pressure 12/100 · Track record 82/100 · Analyst/revision signal 72/100 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: Valuation pressure 12/100 · Track record 82/100 · Analyst/revision signal 72/100 Confidence 97/100, facts 92/100. Twelve-month research signal. Compare with analyst targets and filings. | -6.4% |
| | Apple Inc Adjacent compounders·AI-adjacent consumer distribution | | ▼ 1.48% | $4.27T | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation 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 · Track record 72/100 · Analyst/revision signal 61/100 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 · Track record 72/100 · Analyst/revision signal 61/100 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 · Track record 72/100 · Analyst/revision signal 61/100 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 · Track record 72/100 · Analyst/revision signal 61/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | +7.3% |
| | Corning Incorporated Infrastructure·AI chips, silicon & EDA | | ▲ 1.77% | $151.95B | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation 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 · Track record 76/100 · Valuation pressure 32/100 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 · Track record 76/100 · Valuation pressure 32/100 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 · Track record 76/100 · Valuation pressure 32/100 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 · Track record 76/100 · Valuation pressure 32/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | +10.2% |
| | Silicon Motion Technology Infrastructure·AI chips, silicon & EDA | | ▲ 4.04% | $8.81B | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Momentum setup 79/100 · Quality trend 61/100 · Valuation pressure 38/100 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: Momentum setup 79/100 · Quality trend 61/100 · Valuation pressure 38/100 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: Momentum setup 79/100 · Quality trend 61/100 · Valuation pressure 38/100 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: Momentum setup 79/100 · Quality trend 61/100 · Valuation pressure 38/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | -10.1% |
| | Airbnb Inc Adjacent compounders·AI-adjacent consumer distribution | | ▲ 0.29% | $77.67B | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation 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 60/100 · Valuation pressure 57/100 · Track record 59/100 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 60/100 · Valuation pressure 57/100 · Track record 59/100 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 60/100 · Valuation pressure 57/100 · Track record 59/100 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 60/100 · Valuation pressure 57/100 · Track record 59/100 Confidence 97/100, facts 92/100. Twelve-month research signal. Compare with analyst targets and filings. | +19.1% |
| | Sandisk Corp Infrastructure·AI chips, silicon & EDA | | ▲ 6.51% | $243.84B | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 78/100 · Valuation pressure 24/100 · Momentum setup 78/100 Confidence 94/100, facts 87/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 78/100 · Valuation pressure 24/100 · Momentum setup 78/100 Confidence 94/100, facts 87/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 78/100 · Valuation pressure 24/100 · Momentum setup 78/100 Confidence 94/100, facts 87/100. Twelve-month research signal. Compare with analyst targets and filings. | /87 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 78/100 · Valuation pressure 24/100 · Momentum setup 78/100 Confidence 94/100, facts 87/100. Twelve-month research signal. Compare with analyst targets and filings. | -12.6% |
| | Arm Holdings Infrastructure·AI chips, silicon & EDA | | ▲ 10.09% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 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. | — |
| | Axcelis Technologies Infrastructure·AI chips, silicon & EDA | | ▲ 4.33% | — | 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 69/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 69/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 69/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 69/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Aehr Test Systems Infrastructure·AI chips, silicon & EDA | | ▲ 6.21% | — | 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 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. | — |
| | Applied Materials Infrastructure·AI chips, silicon & EDA | | ▲ 2.56% | — | 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 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. | — |
| | Cipher Mining Power & data centers·AI compute & crypto pivots | | ▲ 11.05% | — | 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 · Momentum setup 78/100 · Technical tape 77/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 78/100 · Technical tape 77/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 78/100 · Technical tape 77/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 78/100 · Technical tape 77/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Celestica Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 2.77% | — | 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 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. | — |
| | Cohu Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 3.43% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 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. | — |
| | CoreWeave Inc. Infrastructure·AI software & data platforms | | ▲ 9.11% | — | 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 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 | | ▲ 2.08% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 67/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 67/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 67/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 67/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Hewlett Packard Enterprise Infrastructure·AI chips, silicon & EDA | | ▲ 4.98% | — | 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 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. | — |
| | Intel Corp. Infrastructure·AI chips, silicon & EDA | | ▲ 7.32% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 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. | — |
| | Keysight Technologies Infrastructure·AI chips, silicon & EDA | | ▲ 2.84% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 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. | — |
| | Lam Research Infrastructure·AI chips, silicon & EDA | | ▲ 2.61% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 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. | — |
| | Microchip Technology Infrastructure·AI chips, silicon & EDA | | ▲ 2.47% | — | 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 64/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 64/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 64/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 64/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Marvell Technology Infrastructure·AI chips, silicon & EDA | | ▲ 1.56% | — | 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 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. | — |
| | Onto Innovation 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 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 | | ▲ 5.39% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 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. | — |
| | STMicroelectronics Infrastructure·AI chips, silicon & EDA | | ▼ 0.10% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 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. | — |
| | Seagate Technology Infrastructure·AI chips, silicon & EDA | | ▲ 7.54% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 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. | — |
| | Teradyne Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 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 · 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. | — |
| | Ultra Clean Holdings Infrastructure·AI chips, silicon & EDA | | ▲ 4.72% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 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. | — |
| | Western Digital Corp. Infrastructure·AI chips, silicon & EDA | | ▲ 6.52% | — | 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 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. | — |
| | Amphenol Corp. Infrastructure·AI chips, silicon & EDA | | ▲ 1.51% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 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. | — |
| | Applied Digital Power & data centers·AI compute & crypto pivots | | ▲ 6.23% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 69/100 · 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 69/100 · 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 69/100 · 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 69/100 · Future value 60/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | AppLovin Corp. Applications·AI software & data platforms | | ▲ 2.70% | — | 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 62/100 · 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 62/100 · 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 62/100 · 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 62/100 · Momentum setup 63/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | ASML Holding Infrastructure·AI chips, silicon & EDA | | ▼ 0.96% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 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. | — |
| | Cadence Design Systems Infrastructure·AI chips, silicon & EDA | | ▲ 0.34% | — | 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 56/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 56/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 56/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 56/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Coherent Corp. Infrastructure·AI chips, silicon & EDA | | ▲ 6.99% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 65/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 65/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 65/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 65/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Dell Technologies Infrastructure·AI chips, silicon & EDA | | ▲ 2.53% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 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 | | ▲ 3.91% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 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. | — |
| | Flex Ltd. Infrastructure·AI chips, silicon & EDA | | ▼ 0.23% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 59/100 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 59/100 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 59/100 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 59/100 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 | | ▲ 2.93% | — | 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 · Future value 60/100 · 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 60/100 · 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 60/100 · 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 60/100 · Momentum setup 66/100 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 | | ▲ 7.00% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 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. | — |
| | Jabil Inc. 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. | — |
| | Lattice Semiconductor Infrastructure·AI chips, silicon & EDA | | ▲ 2.28% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 60/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 60/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 60/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 60/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Micron Technology Infrastructure·AI chips, silicon & EDA | | ▲ 0.27% | — | 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 61/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 61/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 61/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 61/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Nebius Group N.V. Infrastructure·AI software & data platforms | | ▲ 6.78% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 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. | — |
| | NetApp Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 1.00% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 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. | — |
| | NXP Semiconductors Infrastructure·AI chips, silicon & EDA | | ▲ 1.27% | — | 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. | — |
| | ON Semiconductor Infrastructure·AI chips, silicon & EDA | | ▲ 1.12% | — | 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 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. | — |
| | Quanta Services Power & data centers·AI power, grid & data centers | | ▲ 3.46% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · 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 | | ▲ 3.27% | — | 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 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. | — |
| | Skyworks Solutions Infrastructure·AI chips, silicon & EDA | | ▲ 1.31% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 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. | — |
| | Texas Instruments 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 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. | — |
| | Global X Artificial Intelligence ETF Thematic ETFs·AI ETFs & baskets | | ▲ 0.42% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 58/100 · 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 58/100 · 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 58/100 · 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 58/100 · Momentum setup 58/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |