| 1 | Vertiv Holdings Co Infrastructure·AI power, grid & data centers | | ▲ 0.31% | $107.93B | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 87/100 · Quality trend 75/100 · Future value 75/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 87/100 · Quality trend 75/100 · Future value 75/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 87/100 · Quality trend 75/100 · Future value 75/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | /95 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 87/100 · Quality trend 75/100 · Future value 75/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | +26.1% |
| 2 | Celestica Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 3.00% | $44.44B | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 82/100 · Quality trend 73/100 · Track record 82/100 Confidence 97/100, facts 92/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 82/100 · Quality trend 73/100 · Track record 82/100 Confidence 97/100, facts 92/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 82/100 · Quality trend 73/100 · Track record 82/100 Confidence 97/100, facts 92/100. Twelve-month research signal. Compare with analyst targets and filings. | /92 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 82/100 · Quality trend 73/100 · Track record 82/100 Confidence 97/100, facts 92/100. Twelve-month research signal. Compare with analyst targets and filings. | +11.0% |
| 3 | Amphenol Corporation Infrastructure·AI chips, silicon & EDA | | ▲ 1.34% | $189.54B | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 81/100 · Analyst/revision signal 70/100 · Future value 72/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 81/100 · Analyst/revision signal 70/100 · Future value 72/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 81/100 · Analyst/revision signal 70/100 · Future value 72/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | /95 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Quality trend 81/100 · Analyst/revision signal 70/100 · Future value 72/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | +18.6% |
| | TE Connectivity Ltd Infrastructure·AI chips, silicon & EDA | | ▲ 1.90% | $61.56B | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 85/100 · Valuation pressure 76/100 · Quality trend 67/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 85/100 · Valuation pressure 76/100 · Quality trend 67/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 85/100 · Valuation pressure 76/100 · Quality trend 67/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | /95 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 85/100 · Valuation pressure 76/100 · Quality trend 67/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | +24.4% |
| | Coherent Inc Infrastructure·AI chips, silicon & EDA | | ▲ 6.97% | $70.31B | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 74/100 · Track record 75/100 · Valuation pressure 35/100 Confidence 97/100, facts 92/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 74/100 · Track record 75/100 · Valuation pressure 35/100 Confidence 97/100, facts 92/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 74/100 · Track record 75/100 · Valuation pressure 35/100 Confidence 97/100, facts 92/100. Twelve-month research signal. Compare with analyst targets and filings. | /92 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 74/100 · Track record 75/100 · Valuation pressure 35/100 Confidence 97/100, facts 92/100. Twelve-month research signal. Compare with analyst targets and filings. | -2.1% |
| | Astera Labs, Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 3.69% | $58.57B | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Valuation pressure 5/100 · Quality trend 80/100 · Track record 80/100 Confidence 96/100, facts 89/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Valuation pressure 5/100 · Quality trend 80/100 · Track record 80/100 Confidence 96/100, facts 89/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Valuation pressure 5/100 · Quality trend 80/100 · Track record 80/100 Confidence 96/100, facts 89/100. Twelve-month research signal. Compare with analyst targets and filings. | /89 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Valuation pressure 5/100 · Quality trend 80/100 · Track record 80/100 Confidence 96/100, facts 89/100. Twelve-month research signal. Compare with analyst targets and filings. | -35.7% |
| | Keysight Technologies Inc Infrastructure·AI chips, silicon & EDA | | ▲ 2.74% | $56.64B | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 68/100 · Track record 69/100 · Quality trend 61/100 Confidence 97/100, facts 92/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 68/100 · Track record 69/100 · Quality trend 61/100 Confidence 97/100, facts 92/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 68/100 · Track record 69/100 · Quality trend 61/100 Confidence 97/100, facts 92/100. Twelve-month research signal. Compare with analyst targets and filings. | /92 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 68/100 · Track record 69/100 · Quality trend 61/100 Confidence 97/100, facts 92/100. Twelve-month research signal. Compare with analyst targets and filings. | +9.7% |
| | Corning Incorporated Infrastructure·AI chips, silicon & EDA | | ▲ 1.85% | $149.70B | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 76/100 · Valuation pressure 31/100 · Track record 76/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 76/100 · Valuation pressure 31/100 · Track record 76/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 76/100 · Valuation pressure 31/100 · Track record 76/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | /95 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 76/100 · Valuation pressure 31/100 · Track record 76/100 Confidence 97/100, facts 95/100. Twelve-month research signal. Compare with analyst targets and filings. | +10.1% |
| | Credo Technology Group Holding Ltd Infrastructure·AI chips, silicon & EDA | | ▼ 3.89% | $47.04B | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Valuation pressure 18/100 · Quality trend 77/100 · Momentum setup 74/100 Confidence 96/100, facts 89/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Valuation pressure 18/100 · Quality trend 77/100 · Momentum setup 74/100 Confidence 96/100, facts 89/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Valuation pressure 18/100 · Quality trend 77/100 · Momentum setup 74/100 Confidence 96/100, facts 89/100. Twelve-month research signal. Compare with analyst targets and filings. | /89 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Valuation pressure 18/100 · Quality trend 77/100 · Momentum setup 74/100 Confidence 96/100, facts 89/100. Twelve-month research signal. Compare with analyst targets and filings. | +0.7% |
| | Ciena Corp Infrastructure·AI chips, silicon & EDA | | ▲ 1.48% | $62.19B | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 71/100 · Valuation pressure 29/100 · Future value 67/100 Confidence 97/100, facts 92/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 71/100 · Valuation pressure 29/100 · Future value 67/100 Confidence 97/100, facts 92/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 71/100 · Valuation pressure 29/100 · Future value 67/100 Confidence 97/100, facts 92/100. Twelve-month research signal. Compare with analyst targets and filings. | /92 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Analyst/revision signal 71/100 · Valuation pressure 29/100 · Future value 67/100 Confidence 97/100, facts 92/100. Twelve-month research signal. Compare with analyst targets and filings. | +25.0% |
| | Axcelis Technologies Infrastructure·AI chips, silicon & EDA | | ▲ 4.13% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 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. | — |
| | Aehr Test Systems Infrastructure·AI chips, silicon & EDA | | ▲ 7.04% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 75/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 75/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 75/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 75/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Applied Materials Infrastructure·AI chips, silicon & EDA | | ▲ 2.63% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 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. | — |
| | Cohu Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 3.47% | — | 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 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. | — |
| | Intel Corp. Infrastructure·AI chips, silicon & EDA | | ▲ 7.93% | — | 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 75/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 75/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 75/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 75/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | KLA Corp. Infrastructure·AI chips, silicon & EDA | | ▲ 3.56% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 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. | — |
| | Lam Research Infrastructure·AI chips, silicon & EDA | | ▲ 2.66% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 71/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 71/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 71/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 71/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Onto Innovation Infrastructure·AI chips, silicon & EDA | | ▲ 6.46% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 77/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 77/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 77/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 77/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Sandisk Corp. Infrastructure·AI chips, silicon & EDA | | ▲ 6.51% | — | 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 77/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 77/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 77/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 77/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Ultra Clean Holdings Infrastructure·AI chips, silicon & EDA | | ▲ 4.34% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 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. | — |
| | Analog Devices Infrastructure·AI chips, silicon & EDA | | ▲ 1.65% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 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. | — |
| | Arista Networks Infrastructure·AI chips, silicon & EDA | | ▲ 5.19% | — | 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. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 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. | — |
| | Arm Holdings Infrastructure·AI chips, silicon & EDA | | ▲ 9.84% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 70/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 70/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 70/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 70/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | ASML Holding Infrastructure·AI chips, silicon & EDA | | ▼ 0.91% | — | 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. | — |
| | Entegris Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 3.53% | — | 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 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. | — |
| | FormFactor Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 6.04% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 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. | — |
| | GlobalFoundries Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 1.81% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 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. | — |
| | Jabil Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 1.89% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: 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. | — |
| | MACOM Technology Solutions Infrastructure·AI chips, silicon & EDA | | ▲ 2.10% | — | 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 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. | — |
| | Nebius Group N.V. Infrastructure·AI software & data platforms | | ▲ 7.48% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · 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. | — |
| | Silicon Motion Technology Infrastructure·AI chips, silicon & EDA | | ▲ 2.64% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 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. | — |
| | Seagate Technology Infrastructure·AI chips, silicon & EDA | | ▲ 8.20% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 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. | — |
| | Teradyne Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 6.12% | — | 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 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 | | ▲ 6.96% | — | 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 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. | — |
| | Advanced Micro Devices Infrastructure·AI chips, silicon & EDA | | ▲ 6.16% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 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. | — |
| | Applied Digital Power & data centers·AI compute & crypto pivots | | ▲ 5.71% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 68/100 · Future value 60/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 68/100 · Future value 60/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 68/100 · Future value 60/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 68/100 · Future value 60/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | CoreWeave Inc. Infrastructure·AI software & data platforms | | ▲ 9.07% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 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. | — |
| | Digital Realty Trust Infrastructure·AI power, grid & data centers | | ▲ 0.37% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 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. | — |
| | Lattice Semiconductor Infrastructure·AI chips, silicon & EDA | | ▲ 2.27% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 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. | — |
| | Microchip Technology Infrastructure·AI chips, silicon & EDA | | ▲ 2.14% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 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. | — |
| | Micron Technology Infrastructure·AI chips, silicon & EDA | | ▲ 0.24% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 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. | — |
| | STMicroelectronics Infrastructure·AI chips, silicon & EDA | | ▼ 0.19% | — | 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. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 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. | — |
| | T-Mobile US Adjacent compounders·AI-adjacent media & networks | | ▲ 1.77% | — | 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 · Momentum setup 71/100 · Technical tape 71/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 71/100 · Technical tape 71/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 71/100 · Technical tape 71/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 71/100 · Technical tape 71/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Texas Instruments Infrastructure·AI chips, silicon & EDA | | ▲ 1.31% | — | 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 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. | — |
| | Verizon Communications Adjacent compounders·AI-adjacent media & networks | | ▲ 2.59% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Momentum setup 72/100 · Technical tape 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 · Momentum setup 72/100 · Technical tape 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 · Momentum setup 72/100 · Technical tape 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 · Momentum setup 72/100 · Technical tape 72/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | C3.ai Inc. Applications·AI software & data platforms | | ▼ 2.75% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 62/100 · 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 62/100 · 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 62/100 · 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 62/100 · Momentum setup 57/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Constellation Energy Power & data centers·AI power, grid & data centers | | ▲ 2.69% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 60/100 · 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 60/100 · 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 60/100 · 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 60/100 · Momentum setup 58/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Cipher Mining Power & data centers·AI compute & crypto pivots | | ▲ 10.08% | — | 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 60/100 · 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 60/100 · 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 60/100 · 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 60/100 · Momentum setup 65/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Core Scientific Power & data centers·AI compute & crypto pivots | | ▲ 2.68% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 60/100 · 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 60/100 · 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 60/100 · 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 60/100 · Momentum setup 60/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Datadog Inc. Applications·AI software & data platforms | | ▼ 0.18% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 62/100 · 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 62/100 · 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 62/100 · 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 62/100 · Momentum setup 56/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Dell Technologies Infrastructure·AI chips, silicon & EDA | | ▲ 2.56% | — | 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 54/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 54/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 54/100 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 54/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Flex Ltd. Infrastructure·AI chips, silicon & EDA | | ▲ 0.01% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Risk brake 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 · Risk brake 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 · Risk brake 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 · Risk brake 63/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Alphabet Inc. (A) Core platforms·AI hyperscalers & platforms | | ▲ 1.21% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Future value 72/100 · Track record 76/100 · Risk brake 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: Future value 72/100 · Track record 76/100 · Risk brake 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: Future value 72/100 · Track record 76/100 · Risk brake 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: Future value 72/100 · Track record 76/100 · Risk brake 58/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Hewlett Packard Enterprise Infrastructure·AI chips, silicon & EDA | | ▲ 4.91% | — | 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 53/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 53/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 53/100 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 53/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Monolithic Power Systems Infrastructure·AI chips, silicon & EDA | | ▼ 0.79% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Risk brake 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 · Risk brake 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 · Risk brake 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 · Risk brake 59/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Marvell Technology Infrastructure·AI chips, silicon & EDA | | ▲ 1.97% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Risk brake 54/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Risk brake 54/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Risk brake 54/100 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 · Risk brake 54/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | NXP Semiconductors Infrastructure·AI chips, silicon & EDA | | ▲ 0.86% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 55/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 55/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 55/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | /19 Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Momentum setup 55/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Okta Inc. Applications·AI software & data platforms | | ▲ 0.74% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 62/100 · 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 62/100 · 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 62/100 · 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 62/100 · 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 | | ▲ 3.32% | — | 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 60/100 · 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 60/100 · 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 60/100 · 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 60/100 · Momentum setup 58/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |
| | Qualcomm Inc. Infrastructure·AI chips, silicon & EDA | | ▲ 4.88% | — | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Risk brake 42/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Risk brake 42/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | Formula behind this cell 1 Year: 20% quality trend + 18% analyst/revision signal + 18% valuation pressure + 16% future value + 13% track record + 10% momentum setup + 6% technical tape + 5% leadership depth + 4% news sentiment + 3% risk brake Top drivers: Track record 76/100 · Future value 68/100 · Risk brake 42/100 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 · Risk brake 42/100 Confidence 21/100, facts 19/100. Twelve-month research signal. Compare with analyst targets and filings. | — |