Auto-generated for the 2026-10-16 close. Analyst coverage, events, IPOs, 13F and private-company files are carried from the 2026-09-14 research pass — they are not refreshed by the daily job.
16 picks, 80.0% invested, 20.0% cash held back by the single-name cap. Portfolio beta is 2.18. 22 defined-risk tickets cleared the liquidity screen.
Rating flips vs prior snapshot. - AMD NEUTRAL → PICK (composite 3.79) - GOOGL NEUTRAL → PICK (composite 3.76) - HEI PICK → NEUTRAL (composite 3.64) - S AVOID → NEUTRAL (composite 3.17) - ZS AVOID → NEUTRAL (composite 3.07)
Core (45%). TSM, NVDA, GOOGL, MU.
Contrarian (22%). AVGO, BA, KTOS, LDOS, ETN, AVAV, FSLR, VST, MP, TLN.
Tactical (13%). AMD, ARM.
Funding sources. AVOID: SDGR, CRWD, PYPL, IRDM, TEM, ILMN, FTNT, CRM, AI.
The risk that actually matters. 66.3% of invested capital sits in AI compute, power, and enterprise software. Highest theme-pair correlation: Cybersecurity / Enterprise Software & AI Agents at 0.78. Treat the cash sleeve as thesis insurance, not leftover.
Ranked by how many independent signals fired this week. A name here is not automatically a buy — it is where the data stopped agreeing with itself.
Conviction weighted by inverse realized volatility, bucketed into sleeves, hard-capped at 12% per name. The cap binds on all four core positions — the model wants more concentration than is prudent, and the overflow becomes cash rather than forced diversification.
| Name | Sleeve | Theme | Weight | Last | 1Y | Beta | RVol30 | Score |
|---|---|---|---|---|---|---|---|---|
| TSM Taiwan Semiconductor Man |
Core | AI Compute & Semiconductor | 12.0% | $412.61 | +37.6% | 2.09 | 30% | 4.34 |
| NVDA NVIDIA Corporation |
Core | AI Compute & Semiconductor | 12.0% | $214.13 | +17.8% | 1.88 | 26% | 4.07 |
| GOOGL Alphabet Inc. |
Core | Enterprise Software & AI A | 12.0% | $340.59 | +35.5% | 1.37 | 23% | 3.76 |
| MU Micron Technology, Inc. |
Core | AI Compute & Semiconductor | 9.0% | $878.84 | +333.9% | 3.30 | 52% | 4.27 |
| AMD Advanced Micro Devices, |
Tactical | AI Compute & Semiconductor | 7.7% | $528.75 | +125.4% | 3.19 | 57% | 3.79 |
| ARM Arm Holdings plc |
Tactical | AI Compute & Semiconductor | 5.3% | $227.80 | +33.1% | 3.46 | 88% | 4.04 |
| AVGO Broadcom Inc. |
Contrarian | AI Compute & Semiconductor | 2.8% | $328.75 | -7.2% | 2.12 | 36% | 4.42 |
| BA The Boeing Company |
Contrarian | Space & Satellite Economy | 2.8% | $190.21 | -10.2% | 1.22 | 31% | 3.88 |
| KTOS Kratos Defense & Securit |
Contrarian | Defense Tech & Autonomy | 2.7% | $40.42 | -54.4% | 2.17 | 33% | 3.88 |
| LDOS Leidos Holdings, Inc. |
Contrarian | Defense Tech & Autonomy | 2.7% | $124.85 | -32.3% | 0.33 | 32% | 3.79 |
| ETN Eaton Corporation plc |
Contrarian | Power & Grid for AI Datace | 2.3% | $391.25 | +4.2% | 1.81 | 40% | 4.06 |
| AVAV AeroVironment, Inc. |
Contrarian | Defense Tech & Autonomy | 2.0% | $121.79 | -67.4% | 2.07 | 44% | 3.97 |
| FSLR First Solar, Inc. |
Contrarian | Energy Storage & Critical | 1.8% | $172.64 | -27.4% | 1.87 | 52% | 4.02 |
| VST Vistra Corp. |
Contrarian | Power & Grid for AI Datace | 1.7% | $152.02 | -27.8% | 1.47 | 52% | 3.96 |
| MP MP Materials Corp. |
Contrarian | Energy Storage & Critical | 1.7% | $40.17 | -52.1% | 2.52 | 50% | 3.78 |
| TLN Talen Energy Corporation |
Contrarian | Power & Grid for AI Datace | 1.5% | $354.81 | -15.1% | 1.93 | 59% | 3.95 |
Built from live CBOE chains and screened for tradability: minimum 100 contracts of open interest, bid above $0.05, and bid-ask inside 30% of mid. Names that failed the screen got no ticket rather than an untradeable one. Every figure below is a real quoted strike.
Squeeze score blends short interest as a share of float, days to cover, the change since the prior settlement, and price momentum. High score on a PICK is a setup; high score on an AVOID means the market already agrees with the rating.
| Ticker | Theme | Rating | Squeeze | % Float | Days cover | Δ Short | RSI | vs 50d |
|---|---|---|---|---|---|---|---|---|
| ENPH | Energy Storage & Critica | NEUTRAL | 69 |
21.9% | 5.5 | +17.8% | 49 | -14.4% |
| AI | Enterprise Software & AI | AVOID | 67 |
28.9% | 9.6 | -1.6% | 62 | +6.0% |
| MP | Energy Storage & Critica | PICK | 65 |
25.4% | 6.8 | +9.1% | 33 | -21.5% |
| EOSE | Energy Storage & Critica | NEUTRAL | 65 |
37.7% | 4.7 | +12.4% | 21 | -47.4% |
| FLNC | Energy Storage & Critica | NEUTRAL | 63 |
38.0% | 3.1 | +21.3% | 27 | -39.0% |
| ALB | Energy Storage & Critica | NEUTRAL | 61 |
10.0% | 4.5 | +5.9% | 16 | -20.0% |
| CRCL | Fintech & Payment Rails | NEUTRAL | 60 |
13.4% | 1.9 | +24.9% | 45 | -3.7% |
| SYM | Robotics & Physical AI | NEUTRAL | 60 |
15.5% | 10.1 | +0.5% | 39 | -7.2% |
| RXRX | Biotech & AI Drug Discov | NEUTRAL | 60 |
30.5% | 6.1 | -11.6% | 47 | -4.4% |
| SERV | Robotics & Physical AI | NEUTRAL | 60 |
36.1% | 9.5 | -6.9% | 26 | -29.3% |
| ASTS | Space & Satellite Econom | NEUTRAL | 60 |
24.3% | 6.1 | -0.7% | 23 | -33.1% |
| FSLR | Energy Storage & Critica | PICK | 59 |
10.9% | 4.1 | +5.7% | 50 | -13.5% |
| AVAV | Defense Tech & Autonomy | PICK | 58 |
12.9% | 3.5 | +9.0% | 18 | -20.5% |
| LUNR | Space & Satellite Econom | NEUTRAL | 57 |
27.7% | 4.3 | +0.2% | 24 | -29.3% |
| TEM | Biotech & AI Drug Discov | AVOID | 53 |
21.7% | 3.2 | -10.5% | 27 | -4.6% |
| SDGR | Biotech & AI Drug Discov | AVOID | 52 |
17.7% | 3.1 | -9.3% | 30 | -4.0% |
| ARM | AI Compute & Semiconduct | PICK | 51 |
11.3% | 2.3 | +4.3% | 28 | -15.0% |
| AFRM | Fintech & Payment Rails | NEUTRAL | 51 |
6.3% | 4.4 | +9.8% | 61 | +0.4% |
| COIN | Fintech & Payment Rails | NEUTRAL | 50 |
11.1% | 2.5 | -3.4% | 38 | -2.5% |
| TLN | Power & Grid for AI Data | PICK | 48 |
6.6% | 2.8 | -7.5% | 66 | +9.3% |
Days until the next confirmed report, with the move the options market is pricing into it — derived from the at-the-money straddle on the first expiry after the print.
Non-earnings catalysts over the next four months: product launches, regulatory decisions, capacity auctions, clinical readouts and index rebalances.
| Date | Tickers | Event | Type | Direction | |
|---|---|---|---|---|---|
| 2026-10-24 confirmed |
VRTX |
FDA PDUFA: Leniolisib for PI3K-delta Syndrome — PHAR Oct 24 PI3K-delta rare disease approval validates targeted immunology mechanisms and sets rare disease pricing precedents relevant to VRTX's portfolio expansion. |
regulatory | Info | src |
| 2026-10-26 confirmed |
ABBV |
FDA PDUFA: Bepirovirsen Hepatitis B Cure — GSK (ABBV market context) A bepirovirsen approval would validate the HBV cure market and could catalyze ABBV to accelerate its own HBV pipeline conversations with investors. |
regulatory | Info | src |
| 2026-10-30 confirmed |
VRTX |
FDA PDUFA: INO-3107 for HPV-Associated Recurrent Respiratory Papillomatosis — INOVIO Oct 30 First DNA vaccine FDA approval in a rare HPV indication would validate new modality and set precedent for platform-based rare disease treatments relevant to VRTX partnership watch. |
regulatory | Info | src |
| 2026-11-01 confirmed |
ABBV |
FDA PDUFA: Mitapivat (PYRUKYND) RISE UP — AGIO (ABBV royalty watch) Provides data on hematology FDA review timelines relevant to broader ABBV royalty portfolio evaluation. |
regulatory | Info | src |
| 2026-11-14 confirmed |
VRTX |
FDA PDUFA: Aficamten (MAPLE-HCM) — Cytokinetics (VRTX competitive context) Aficamten approval would intensify competition in the HCM space, setting commercial bar for VRTX's own cardiovascular pipeline. |
regulatory | Risk | src |
| 2026-11-14 confirmed |
VRTXLLY |
FDA PDUFA: Aficamten MAPLE-HCM — CYTK Nov 14 Aficamten approval creates direct competition for cardiac programs at LLY and would confirm HCM as priority expansion territory for both large-cap pharma and smaller biotech. |
regulatory | Binary | src |
| 2026-11-17 confirmed |
MSFTGOOGLCRWDPANWNOW |
Microsoft Ignite 2026 (Nov 17-20, San Francisco) Ignite is the primary venue for Microsoft to set enterprise AI spending expectations heading into Q4 — Azure AI services growth guidance here moves NOW and SNOW partner ARR outlook. |
conference | Bullish | src |
| 2026-11-30 confirmed |
MSFTGOOGLSNOWDDOGMDB |
AWS re:Invent 2026 (Nov 30 - Dec 4, Las Vegas) AWS re:Invent drives enterprise cloud and AI procurement planning for the next year; product launches here set architectural choices that determine winners among data/observability names. |
conference | Info | src |
| 2026-11-30 confirmed |
VRTX |
FDA PDUFA: Cemdisiran + Pozelimab (NIMBLE) — REGN Nov 30 Validates complement inhibition as a durable commercial platform and signals FDA processing cadence for complex combination biologics. |
regulatory | Info | src |
| 2026-11-30 confirmed |
VRTXRXRXSDGRTEMILMN |
NEJM / Cell Symposia on AI Drug Discovery — Q4 2026 Academic Conferences ASH and other Q4 medical meetings are where AI drug-discovery pipeline data gets its first public scientific validation — positive clinical data at ASH drives rerating of RXRX/SDGR platform valuations. |
conference | Info | src |
| 2026-12-15 expected |
MSFTGOOGLSNOWDDOGMDB |
AWS re:Invent 2026 Final Days (Dec 4) + December Index Rebalance Window December is the highest-stakes period for enterprise software and cloud names — re:Invent announcements and index reconstitution together create the largest simultaneous buying pressure of the year. |
conference | Info | src |
| 2026-12-19 expected |
PLTRRKLBTERMRVLASTS |
Nasdaq-100 December 2026 Annual Reconstitution (expected ~Dec 19) Annual reconstitution forces the largest single-day passive fund rebalancing of the year — index inclusion can add 3-7% to affected small-cap names in the weeks before the effective date. |
index | Bullish | src |
| 2026-12-19 expected |
GEVETNPWRCEGVST |
FERC Order on Data Center / AI Cluster Grid Interconnection Rules (Q4 2026) FERC grid rules for large AI loads directly determine the pace of new data center construction and therefore the urgency of procuring turbines (GEV), switchgear (ETN), and EPC services (PWR). |
energy_market | Binary | src |
| 2026-12-27 confirmed |
VRTX |
FDA PDUFA: Relutrigine (PRAX-562) for Epilepsy — PRAX Dec 27 Novel sodium-channel modulator approval in DEEs would expand the rare epilepsy market and set valuation comparables for VRTX's neurology pipeline. |
regulatory | Info | src |
| Q4 2026 expected |
NVDA |
NVIDIA Vera Rubin NVL72 Volume Ramp (Q4 2026) Vera Rubin volume ramp drives NVIDIA's next revenue wave and sets Micron/SK Hynix HBM4 demand — a successful ramp accelerates all three AI-chip supply chain names. |
product | Bullish | src |
| Q4 2026 confirmed |
AMD |
AMD Instinct MI455X / Helios Rack Volume Shipments (Q4 2026) MI455X volume ramp is AMD's best opportunity to recapture AI datacenter share from NVIDIA; execution risk is high given supply-chain complexity at 2nm TSMC. |
product | Bullish | src |
| Q4 2026 expected |
CEGMSFT |
NRC Final Approval Decision: Crane Clean Energy Center (Three Mile Island Unit 1) Restart NRC final approval is the last major regulatory gate before a 835 MW nuclear restart — approval validates nuclear renaissance economics and expands CEG's zero-carbon generation asset base. |
regulatory | Bullish | src |
| Q4 2026 expected |
AVGO |
Broadcom / OpenAI Jalapeño ASIC Initial Deployment (Q4 2026) Jalapeño marks AVGO's strategic entry into frontier AI inference silicon — volume confirmation would validate the XPU platform thesis and add a new hyperscaler revenue stream. |
product | Bullish | src |
| Q4 2026 expected |
TSMNVDAAMDMU |
TSMC CoWoS Capacity Reaches ~120-130K Wafers/Month (Q4 2026 target) CoWoS capacity determines how fast NVIDIA and AMD can ramp AI accelerator shipments — any supply beat accelerates AI-infrastructure buildout revenue for all upstream names. |
product | Bullish | src |
| Q4 2026 expected |
PLTR |
DoD FY2027 Budget: $1.5B+ MSS Expansion Request for PLTR A $1.5B MSS expansion is an order-of-magnitude step-up from prior PLTR government contract values — congressional approval would transform PLTR's government TCV and revenue visibility. |
contract | Bullish | src |
| Q4 2026 expected |
ASTS |
AST SpaceMobile Beta Cellular Service Launch (Q4 2026 target) Commercial beta launch is the binary event that transforms ASTS from a development-stage company to a revenue-generating enterprise — carrier partnership validation is critical for ASTS's equity value. |
product | Bullish | src |
| Q4 2026 expected |
GEVETNPWR |
GE Vernova Reaches 20 GW Annual Gas Turbine Output (Q3 2026 target) GEV's production capacity milestone is the operational proof point that backlog will convert to revenue — achievement drives consensus estimate revisions and supports 2027 visibility. |
product | Bullish | src |
| Q4 2026 expected |
TSLA |
Tesla Optimus Gen 3 Reveal + First Fremont Production Units (H2 2026) Every milestone delay on Optimus erodes the 'physical AI company' valuation thesis that justifies TSLA's multiple — Gen 3 reveal quality will set consensus unit targets for 2027. |
product | Risk | src |
| Q4 2026 expected |
TSLA |
Tesla Cybercab Robotaxi Service Expansion (H2 2026) Cybercab commercial viability — not Optimus — is the more near-term autonomous revenue catalyst for TSLA; city expansion announcements are the key near-term signal. |
product | Binary | src |
| Q3 2026 confirmed |
NVDAAMDMUTSM |
All 3 HBM4 Vendors Qualified for NVIDIA Vera Rubin — Volume Shipping Multi-vendor HBM4 qualification reduces supply-chain risk for Vera Rubin ramp and increases Micron's AI HBM revenue, which is the largest upside driver in MU's fiscal 2027 guidance. |
product | Bullish | src |
| Q4 2026 expected |
RKLB |
Rocket Lab Neutron Rocket: Development Milestone Update (Q4 2026) Neutron program milestones are the primary catalyst for RKLB's medium-launch market entry — any schedule confirmation or propulsion success would materially re-rate the stock's addressable market valuation. |
product | Bullish | src |
| Q4 2026 expected |
ENPHFSLRFLNCEOSE |
IRA Energy Storage Tax Credit Guidance: Treasury Final Rules (Expected Q4 2026) IRA ITC guidance clarity removes a major uncertainty for storage project financing — positive finalization would unlock project investment decisions that drive FLNC and EOSE revenue backlogs. |
regulatory | Bullish | src |
| Q4 2026 expected |
MP |
DoD Critical Minerals Supply Chain — MP Materials Production Milestone MP's magnet production ramp converts rare earth processing into vertically integrated revenue — DoD contract expansions reduce single-customer risk and establish long-term price floors. |
regulatory | Bullish | src |
| Q4 2026 expected |
ALB |
Albemarle Lithium Pricing Cycle: Q4 Contract Resets ALB's earnings leverage is almost entirely lithium price-driven — Q4 contract resets above current low spot prices would be the single largest catalyst for ALB's 2027 guidance uplift. |
regulatory | Binary | src |
| Q4 2026 expected |
LMTRTXLDOSKTOSAVAV |
DoD FY2027 Authorization Act — NDAA Signing (Expected Dec 2026) NDAA sets multi-year defense spending authorization — above-consensus autonomous systems and AI budget lines directly translate into LTM contract award pipelines for all defense names. |
contract | Bullish | src |
What is coming public in these themes, and which listed names it reprices. A large listing does not just add a ticker — it hands the market a fresh comparable, and comparables move multiples.
AI
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sourceASTS
sourceAI
sourceAI
sourceALB
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sourceAFRM
sourceTap any column to sort.
| Ticker | Theme | Rating | Score | 90d | Last | 1W | 1Y | 52w range | Mkt cap | Fwd P/E | Rev gr | RSI | vs 200d | Beta | Short% | Squeeze | IV/RV | Consensus | Earnings |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AVGO Broadcom Inc. |
AI Compute & Semicondu | PICK | 4.42 | $328.75 | -9.1% | -7.2% | $290–$495 | $1.57T | 17.8 | +85.5% | 40 | -10.7% | 2.12 | 1.1% | 16 | 1.10 | Strong Buy $528 |
2026-12-09 | |
| TSM Taiwan Semiconductor M |
AI Compute & Semicondu | PICK | 4.34 | $412.61 | -9.0% | +37.6% | $267–$487 | $2.17T | 19.1 | +36.0% | 32 | +4.4% | 2.09 | 0.1% | 17 | 1.07 | Strong Buy $547 |
— | |
| MU Micron Technology, Inc |
AI Compute & Semicondu | PICK | 4.27 | $878.84 | -14.6% | +333.9% | $192–$1,255 | $994.3B | 5.9 | +345.7% | 27 | +22.4% | 3.30 | 2.3% | 13 | 0.99 | Strong Buy $1,502 |
— | |
| NVDA NVIDIA Corporation |
AI Compute & Semicondu | PICK | 4.07 | $214.13 | -6.6% | +17.8% | $164–$243 | $5.16T | 13.5 | +105.8% | 33 | +5.5% | 1.88 | 1.4% | 20 | 1.56 | Strong Buy $303 |
2026-11-17 | |
| ETN Eaton Corporation plc |
Power & Grid for AI Da | PICK | 4.06 | $391.25 | -8.9% | +4.2% | $312–$478 | $152.0B | 24.4 | +21.4% | 29 | -0.7% | 1.81 | 2.1% | 24 | 1.12 | Buy $472 |
2026-11-03 | |
| ARM Arm Holdings plc |
AI Compute & Semicondu | PICK | 4.04 | $227.80 | -14.4% | +33.1% | $100–$453 | $242.4B | 78.4 | +22.4% | 28 | +1.9% | 3.46 | 11.3% | 51 | 0.86 | Buy $287 |
2026-11-04 | |
| FSLR First Solar, Inc. |
Energy Storage & Criti | PICK | 4.02 | $172.64 | -2.9% | -27.4% | $169–$321 | $18.6B | 8.9 | -3.7% | 50 | -21.5% | 1.87 | 10.9% | 59 | 1.16 | Buy $272 |
2026-10-29 | |
| AVAV AeroVironment, Inc. |
Defense Tech & Autonom | PICK | 3.97 | $121.79 | -11.2% | -67.4% | $116–$408 | $6.2B | 34.4 | +5.7% | 18 | -37.7% | 2.07 | 12.9% | 58 | 1.29 | Buy $226 |
2026-12-02 | |
| VST Vistra Corp. |
Power & Grid for AI Da | PICK | 3.96 | $152.02 | -5.9% | -27.8% | $133–$206 | $51.0B | 13.6 | -5.5% | 60 | -1.7% | 1.47 | 3.4% | 31 | 1.00 | Strong Buy $222 |
2026-11-05 | |
| TLN Talen Energy Corporati |
Power & Grid for AI Da | PICK | 3.95 | $354.81 | -6.3% | -15.1% | $280–$450 | $17.0B | 9.3 | +18.6% | 66 | +1.0% | 1.93 | 6.6% | 48 | 1.00 | Buy $468 |
2026-11-04 | |
| KTOS Kratos Defense & Secur |
Defense Tech & Autonom | PICK | 3.88 | $40.42 | -4.6% | -54.4% | $38–$134 | $7.6B | 42.6 | +30.5% | 34 | -39.8% | 2.17 | 5.3% | 30 | 1.95 | Strong Buy $106 |
2026-11-03 | |
| BA The Boeing Company |
Space & Satellite Econ | PICK | 3.88 | $190.21 | -0.1% | -10.2% | $177–$254 | $150.3B | 51.4 | +8.0% | 59 | -13.3% | 1.22 | 1.9% | 18 | 1.14 | Buy $275 |
2026-10-28 | |
| AMD Advanced Micro Devices |
AI Compute & Semicondu | PICK | 3.79 | $528.75 | -13.1% | +125.4% | $188–$659 | $863.2B | 31.7 | +50.1% | 29 | +34.1% | 3.19 | 2.4% | 16 | 1.02 | Strong Buy $613 |
2026-11-03 | |
| LDOS Leidos Holdings, Inc. |
Defense Tech & Autonom | PICK | 3.79 | $124.85 | +2.6% | -32.3% | $99–$206 | $15.7B | 10.4 | +7.2% | 54 | -13.3% | 0.33 | 3.8% | 29 | 1.23 | Buy $152 |
2026-11-03 | |
| MP MP Materials Corp. |
Energy Storage & Criti | PICK | 3.78 | $40.17 | -12.9% | -52.1% | $38–$84 | $7.2B | 56.8 | +89.0% | 33 | -28.6% | 2.52 | 25.4% | 65 | 1.29 | Strong Buy $75 |
2026-11-05 | |
| GOOGL Alphabet Inc. |
Enterprise Software & | PICK | 3.76 | $340.59 | -3.1% | +35.5% | $244–$409 | $4.19T | 23.5 | +24.2% | 48 | -0.1% | 1.37 | 0.7% | 15 | 1.58 | Strong Buy $428 |
2026-10-28 | |
| ENPH Enphase Energy, Inc. |
Energy Storage & Criti | NEUTRAL | 3.68 | $30.62 | -6.7% | -18.5% | $26–$74 | $4.0B | 16.1 | -20.5% | 49 | -25.7% | 2.55 | 21.9% | 69 | — | Buy $47 |
2026-10-27 | |
| TER Teradyne, Inc. |
Robotics & Physical AI | NEUTRAL | 3.66 | $325.00 | -19.3% | +133.3% | $136–$488 | $50.8B | 28.3 | +103.9% | 29 | -5.7% | 3.25 | 5.5% | 40 | — | Buy $450 |
2026-10-21 | |
| ZBRA Zebra Technologies Cor |
Robotics & Physical AI | NEUTRAL | 3.65 | $369.01 | -4.7% | +25.5% | $199–$391 | $17.5B | 15.9 | +20.4% | 47 | +34.8% | 1.71 | 3.5% | 25 | — | Buy $399 |
2026-11-03 | |
| MRVL Marvell Technology, In |
AI Compute & Semicondu | NEUTRAL | 3.64 | $227.83 | -17.2% | +158.2% | $71–$330 | $199.8B | 32.4 | +36.5% | 38 | +29.6% | 3.12 | 2.8% | 17 | — | Strong Buy $257 |
2026-12-01 | |
| RTX RTX Corporation |
Defense Tech & Autonom | NEUTRAL | 3.64 | $193.92 | +4.3% | +23.5% | $159–$227 | $261.4B | 24.9 | +14.5% | 61 | -0.6% | 0.26 | 1.1% | 20 | — | Buy $232 |
2026-10-20 | |
| HEI HEICO Corporation |
Space & Satellite Econ | NEUTRAL | 3.64 | $309.87 | +3.9% | +0.8% | $256–$377 | $43.8B | 42.2 | +23.1% | 56 | -3.5% | 1.14 | 3.0% | 39 | — | Buy $386 |
— | |
| CRCL Circle Internet Group |
Fintech & Payment Rail | NEUTRAL | 3.64 | $82.22 | -2.7% | -36.0% | $50–$147 | $22.1B | 62.2 | +6.6% | 45 | -4.5% | 2.98 | 13.4% | 60 | — | Buy $103 |
2026-11-11 | |
| CEG Constellation Energy C |
Power & Grid for AI Da | NEUTRAL | 3.63 | $271.37 | -9.0% | -31.6% | $229–$406 | $96.1B | 19.8 | +23.0% | 54 | -4.5% | 1.40 | 3.4% | 29 | — | Buy $350 |
2026-11-09 | |
| ISRG Intuitive Surgical, In |
Robotics & Physical AI | NEUTRAL | 3.58 | $426.70 | +0.7% | -1.8% | $329–$604 | $150.7B | 31.3 | +18.5% | 58 | -2.9% | 0.90 | 2.1% | 27 | — | Buy $477 |
2026-10-20 | |
| SYM Symbotic Inc. |
Robotics & Physical AI | NEUTRAL | 3.57 | $38.77 | -9.1% | -46.3% | $36–$88 | $5.2B | 53.9 | +21.7% | 39 | -21.8% | 2.96 | 15.5% | 60 | — | Buy $64 |
2026-11-16 | |
| LMT Lockheed Martin Corpor |
Defense Tech & Autonom | NEUTRAL | 3.56 | $552.09 | +8.3% | +11.9% | $437–$692 | $127.4B | 16.2 | +10.5% | 68 | -2.2% | -0.02 | 1.4% | 28 | — | Hold $630 |
2026-10-20 | |
| LLY Eli Lilly and Company |
Biotech & AI Drug Disc | NEUTRAL | 3.56 | $1,257.03 | +6.6% | +53.4% | $794–$1,293 | $1.18T | 24.1 | +47.7% | 66 | +16.4% | 0.25 | 0.8% | 24 | — | Buy $1,300 |
2026-10-29 | |
| LUNR Intuitive Machines, In |
Space & Satellite Econ | NEUTRAL | 3.55 | $10.78 | -18.3% | -8.9% | $8–$47 | $1.7B | -89.5 | +309.8% | 24 | -46.5% | 3.86 | 27.7% | 57 | — | Strong Buy $30 |
2026-11-10 | |
| MA Mastercard Incorporate |
Fintech & Payment Rail | NEUTRAL | 3.55 | $617.42 | +4.8% | +12.3% | $465–$622 | $545.2B | 24.9 | +14.1% | 78 | +15.8% | 0.29 | 0.7% | 25 | — | Strong Buy $665 |
2026-10-29 | |
| AFRM Affirm Holdings, Inc. |
Fintech & Payment Rail | NEUTRAL | 3.54 | $74.01 | -8.3% | +7.2% | $42–$90 | $25.8B | 14.8 | +32.6% | 61 | +10.8% | 2.60 | 6.3% | 51 | — | Buy $91 |
2026-11-05 | |
| GEV GE Vernova Inc. |
Power & Grid for AI Da | NEUTRAL | 3.53 | $921.20 | -8.3% | +53.0% | $530–$1,196 | $245.3B | 34.6 | +21.9% | 44 | -1.3% | 1.97 | 2.8% | 24 | — | Buy $1,238 |
2026-10-28 | |
| NET Cloudflare, Inc. |
Cybersecurity | NEUTRAL | 3.53 | $296.30 | -17.9% | +40.2% | $159–$370 | $105.0B | 197.1 | +35.9% | 27 | +22.3% | 1.66 | 2.4% | 19 | — | Buy $334 |
2026-10-29 | |
| RKLB Rocket Lab Corporation |
Space & Satellite Econ | NEUTRAL | 3.52 | $50.84 | -25.5% | -24.1% | $38–$151 | $30.4B | 1,372.9 | +62.0% | 18 | -37.4% | 3.90 | 8.0% | 41 | — | Buy $113 |
2026-11-09 | |
| RXRX Recursion Pharmaceutic |
Biotech & AI Drug Disc | NEUTRAL | 3.52 | $3.46 | -20.5% | -45.5% | $3–$7 | $1.9B | -3.8 | -60.1% | 47 | -2.7% | 2.96 | 30.5% | 60 | — | Buy $7 |
2026-11-04 | |
| MDB MongoDB, Inc. |
Enterprise Software & | NEUTRAL | 3.52 | $337.57 | -12.5% | +7.4% | $216–$473 | $27.2B | 49.1 | +30.5% | 51 | -0.6% | 1.81 | 3.6% | 18 | — | Buy $406 |
2026-12-01 | |
| PLTR Palantir Technologies |
Defense Tech & Autonom | NEUTRAL | 3.51 | $186.03 | -11.0% | +4.4% | $106–$213 | $477.9B | 74.5 | +92.8% | 48 | +21.9% | 2.00 | 2.6% | 21 | — | Buy $190 |
2026-11-02 | |
| FLNC Fluence Energy, Inc. |
Energy Storage & Criti | NEUTRAL | 3.47 | $5.80 | -21.9% | -70.4% | $6–$34 | $801M | 73.5 | +7.8% | 27 | -64.4% | 3.93 | 38.0% | 63 | 1.10 | Hold $19 |
2026-11-23 | |
| ABBV AbbVie Inc. |
Biotech & AI Drug Disc | NEUTRAL | 3.46 | $285.42 | +3.2% | +25.8% | $191–$291 | $504.4B | 16.1 | +10.2% | 71 | +22.0% | -0.13 | 0.9% | 33 | 1.50 | Buy $276 |
2026-10-29 | |
| ALB Albemarle Corporation |
Energy Storage & Criti | NEUTRAL | 3.46 | $95.48 | -5.7% | +0.2% | $88–$221 | $11.3B | 10.2 | +31.1% | 16 | -37.7% | 1.39 | 10.0% | 61 | — | Buy $204 |
2026-11-04 | |
| NRG NRG Energy, Inc. |
Power & Grid for AI Da | NEUTRAL | 3.45 | $103.75 | -3.9% | -39.0% | $93–$190 | $21.8B | 9.7 | +11.0% | 60 | -24.9% | 1.36 | 2.9% | 25 | — | Buy $194 |
2026-11-05 | |
| PWR Quanta Services, Inc. |
Power & Grid for AI Da | NEUTRAL | 3.43 | $631.86 | -10.5% | +44.4% | $405–$789 | $95.0B | 31.6 | +41.1% | 47 | +2.2% | 1.68 | 2.1% | 25 | — | Buy $770 |
2026-10-29 | |
| V Visa Inc. |
Fintech & Payment Rail | NEUTRAL | 3.42 | $402.61 | +4.5% | +20.0% | $294–$405 | $686.1B | 25.0 | +17.1% | 79 | +18.7% | 0.31 | 1.2% | 36 | — | Strong Buy $416 |
2026-10-27 | |
| HOOD Robinhood Markets, Inc |
Fintech & Payment Rail | NEUTRAL | 3.42 | $98.87 | -9.3% | -24.8% | $64–$150 | $90.2B | 33.8 | +32.2% | 26 | +5.4% | 3.20 | 5.1% | 33 | — | Buy $120 |
2026-11-04 | |
| EOSE Eos Energy Enterprises |
Energy Storage & Criti | NEUTRAL | 3.39 | $1.82 | -27.8% | -88.2% | $2–$20 | $663M | -25.5 | +351.4% | 21 | -73.6% | 4.12 | 37.7% | 65 | 1.23 | Hold $9 |
2026-11-04 | |
| SERV Serve Robotics Inc. |
Robotics & Physical AI | NEUTRAL | 3.38 | $3.23 | -25.8% | -79.1% | $3–$16 | $280M | -2.5 | +404.4% | 26 | -58.6% | 3.50 | 36.1% | 60 | — | — — |
2026-11-11 | |
| MSFT Microsoft Corporation |
Enterprise Software & | NEUTRAL | 3.37 | $529.05 | -1.1% | +3.4% | $349–$554 | $3.93T | 21.4 | +18.3% | 63 | +21.6% | 1.00 | 0.8% | 20 | — | Strong Buy $570 |
2026-10-28 | |
| FANUY Fanuc Corporation |
Robotics & Physical AI | NEUTRAL | 3.34 | $18.57 | -3.2% | +30.0% | $14–$28 | $34.5B | 27.7 | +17.7% | — | — | — | 0.0% | 19 | — | Hold $23 |
2026-10-23 | |
| ROK Rockwell Automation, I |
Robotics & Physical AI | NEUTRAL | 3.33 | $426.23 | -1.5% | +22.5% | $348–$497 | $47.3B | 28.2 | +7.9% | 46 | +0.1% | 1.37 | 3.3% | 33 | — | Buy $478 |
2026-11-05 | |
| DDOG Datadog, Inc. |
Enterprise Software & | NEUTRAL | 3.32 | $247.11 | -15.7% | +63.5% | $98–$301 | $91.7B | 77.4 | +35.6% | 38 | +29.0% | 1.21 | 2.9% | 23 | — | Buy $284 |
2026-11-05 | |
| LHX L3Harris Technologies, |
Defense Tech & Autonom | NEUTRAL | 3.31 | $248.51 | +4.9% | -12.6% | $232–$379 | $46.3B | 18.5 | +8.4% | 67 | -19.3% | 0.23 | 2.1% | 25 | — | Buy $343 |
2026-10-29 | |
| COIN Coinbase Global, Inc. |
Fintech & Payment Rail | NEUTRAL | 3.28 | $173.16 | -3.5% | -47.6% | $139–$373 | $45.6B | 69.7 | -18.5% | 38 | -5.0% | 2.94 | 11.1% | 50 | — | Buy $196 |
2026-10-29 | |
| XYZ Block, Inc. |
Fintech & Payment Rail | NEUTRAL | 3.23 | $77.89 | +0.8% | +4.5% | $48–$87 | $47.4B | 15.4 | +9.3% | 65 | +10.1% | 1.85 | 2.7% | 33 | — | Buy $93 |
2026-11-09 | |
| NVO Novo Nordisk A/S |
Biotech & AI Drug Disc | NEUTRAL | 3.21 | $38.83 | +0.5% | -30.8% | $35–$64 | $192.0B | 12.8 | +2.1% | 51 | -13.8% | 1.03 | 1.0% | 21 | — | Hold $47 |
2026-11-04 | |
| SNOW Snowflake Inc. |
Enterprise Software & | NEUTRAL | 3.21 | $306.84 | -16.8% | +27.8% | $118–$385 | $108.3B | 110.5 | +35.1% | 41 | +31.2% | 1.38 | 5.2% | 38 | 1.20 | Buy $307 |
2026-12-02 | |
| ASTS AST SpaceMobile, Inc. |
Space & Satellite Econ | NEUTRAL | 3.18 | $40.66 | -20.2% | -54.6% | $40–$134 | $12.2B | -46.5 | +2626.6% | 23 | -49.2% | 3.84 | 24.3% | 60 | 1.16 | Hold $80 |
2026-11-09 | |
| S SentinelOne, Inc. |
Cybersecurity | NEUTRAL | 3.17 | $21.58 | -17.9% | +28.3% | $12–$26 | $7.4B | 49.0 | +20.6% | 44 | +25.7% | 1.26 | 6.1% | 33 | — | Buy $20 |
— | |
| PANW Palo Alto Networks, In |
Cybersecurity | NEUTRAL | 3.12 | $342.00 | -18.3% | +66.4% | $140–$432 | $279.8B | 76.6 | +31.1% | 34 | +31.2% | 1.28 | 2.7% | 24 | 0.98 | Buy $345 |
2026-11-19 | |
| VRTX Vertex Pharmaceuticals |
Biotech & AI Drug Disc | NEUTRAL | 3.12 | $499.74 | -2.0% | +22.3% | $403–$560 | $126.7B | 25.8 | +12.4% | 35 | +5.0% | 0.49 | 1.8% | 24 | — | Buy $549 |
2026-11-02 | |
| NOW ServiceNow, Inc. |
Enterprise Software & | NEUTRAL | 3.12 | $141.97 | +0.8% | -20.6% | $81–$193 | $146.8B | 28.4 | +24.0% | 64 | +23.4% | 0.62 | 2.9% | 31 | 1.46 | Strong Buy $140 |
2026-10-28 | |
| OKTA Okta, Inc. |
Cybersecurity | NEUTRAL | 3.10 | $187.26 | -19.3% | +113.5% | $63–$235 | $33.5B | 42.6 | +10.6% | 40 | +58.0% | 1.32 | 4.8% | 29 | 0.95 | Buy $131 |
2026-12-01 | |
| ZS Zscaler, Inc. |
Cybersecurity | NEUTRAL | 3.07 | $207.38 | -11.3% | -30.7% | $115–$337 | $33.8B | 34.2 | +25.4% | 55 | +25.1% | 1.00 | 5.5% | 33 | — | Buy $193 |
2026-11-24 | |
| TSLA Tesla, Inc. |
Energy Storage & Criti | NEUTRAL | 3.05 | $354.72 | -7.3% | -17.3% | $297–$499 | $1.40T | 166.3 | +25.5% | 48 | -8.6% | 2.20 | 2.5% | 19 | — | Buy $397 |
2026-10-21 | |
| SDGR Schrödinger, Inc. |
Biotech & AI Drug Disc | AVOID | 3.00 | $22.60 | -17.2% | +11.3% | $11–$34 | $1.7B | -15.4 | +7.5% | 30 | +37.8% | 1.65 | 17.7% | 52 | 0.87 | Buy $21 |
2026-11-04 | |
| CRWD CrowdStrike Holdings, |
Cybersecurity | AVOID | 2.98 | $227.39 | -17.3% | +88.6% | $86–$287 | $232.8B | 146.6 | +25.8% | 33 | +41.6% | 1.58 | 2.6% | 20 | 0.92 | Buy $197 |
2026-12-01 | |
| PYPL PayPal Holdings, Inc. |
Fintech & Payment Rail | AVOID | 2.94 | $56.70 | +2.1% | -14.2% | $38–$79 | $50.0B | 9.3 | +7.2% | 66 | +13.3% | 1.06 | 3.5% | 30 | 1.65 | Hold $59 |
2026-10-27 | |
| IRDM Iridium Communications |
Space & Satellite Econ | AVOID | 2.90 | $43.76 | -7.8% | +133.8% | $16–$57 | $4.6B | 26.9 | +3.8% | 21 | +13.7% | 1.32 | 3.9% | 25 | 1.37 | Buy $42 |
2026-10-22 | |
| TEM Tempus AI, Inc. |
Biotech & AI Drug Disc | AVOID | 2.90 | $64.72 | -8.8% | -28.9% | $41–$96 | $12M | 15,552.5 | +21.6% | 27 | +14.0% | 2.57 | 21.7% | 53 | 0.94 | Buy $63 |
2026-11-03 | |
| ILMN Illumina, Inc. |
Biotech & AI Drug Disc | AVOID | 2.87 | $262.54 | -5.6% | +173.7% | $94–$309 | $39.6B | 34.1 | +9.4% | 45 | +54.8% | 0.77 | 6.3% | 38 | 1.21 | Buy $199 |
2026-10-29 | |
| FTNT Fortinet, Inc. |
Cybersecurity | AVOID | 2.86 | $169.13 | -13.2% | +103.4% | $74–$197 | $124.1B | 45.0 | +25.6% | 43 | +36.5% | 0.97 | 2.0% | 20 | 1.50 | Hold $161 |
2026-11-04 | |
| CRM Salesforce, Inc. |
Enterprise Software & | AVOID | 2.85 | $240.70 | +5.0% | -2.1% | $146–$269 | $198.1B | 16.2 | +10.8% | 62 | +20.9% | 0.43 | 4.1% | 33 | 1.20 | Buy $242 |
2026-12-02 | |
| AI C3.ai, Inc. |
Enterprise Software & | AVOID | 2.37 | $11.32 | -1.8% | -37.3% | $8–$19 | $1.8B | -23.4 | -25.5% | 62 | +11.8% | 2.17 | 28.9% | 67 | 1.33 | Sell $9 |
— |
One-year daily return correlation between equal-weighted theme baskets. This is the diversification the book actually has, as opposed to the diversification the theme labels imply.
AI Compute & Semicondu | Power & Grid for AI Da | Defense Tech & Autonom | Space & Satellite Econ | Robotics & Physical AI | Cybersecurity | Biotech & AI Drug Disc | Energy Storage & Criti | Fintech & Payment Rail | Enterprise Software & | |
|---|---|---|---|---|---|---|---|---|---|---|
| AI Compute & Semiconductor | 0.65 | 0.19 | 0.52 | 0.67 | 0.19 | 0.26 | 0.66 | 0.35 | 0.15 | |
| Power & Grid for AI Datace | 0.65 | 0.2 | 0.41 | 0.59 | 0.03 | 0.15 | 0.53 | 0.25 | -0.04 | |
| Defense Tech & Autonomy | 0.19 | 0.2 | 0.58 | 0.39 | 0.31 | 0.35 | 0.32 | 0.42 | 0.38 | |
| Space & Satellite Economy | 0.52 | 0.41 | 0.58 | 0.55 | 0.19 | 0.35 | 0.63 | 0.44 | 0.23 | |
| Robotics & Physical AI | 0.67 | 0.59 | 0.39 | 0.55 | 0.23 | 0.43 | 0.63 | 0.49 | 0.26 | |
| Cybersecurity | 0.19 | 0.03 | 0.31 | 0.19 | 0.23 | 0.33 | 0.26 | 0.43 | 0.78 | |
| Biotech & AI Drug Discover | 0.26 | 0.15 | 0.35 | 0.35 | 0.43 | 0.33 | 0.32 | 0.59 | 0.41 | |
| Energy Storage & Critical | 0.66 | 0.53 | 0.32 | 0.63 | 0.63 | 0.26 | 0.32 | 0.42 | 0.3 | |
| Fintech & Payment Rails | 0.35 | 0.25 | 0.42 | 0.44 | 0.49 | 0.43 | 0.59 | 0.42 | 0.55 | |
| Enterprise Software & AI A | 0.15 | -0.04 | 0.38 | 0.23 | 0.26 | 0.78 | 0.41 | 0.3 | 0.55 |
Composite scoring. Secular demand 25%, moat against private disruption 20%, valuation versus mean analyst target 20%, analyst momentum 20%, smart-money flow 15%. PICK ≥ 3.70, AVOID < 3.05. Secular is assigned per theme and is the one deliberately judgmental input.
Prices, technicals, fundamentals. Two years of daily closes from CBOE's delayed-quote history as of 2026-10-16 (Yahoo when reachable). RSI, moving averages, realized volatility, beta, Sharpe and max drawdown computed locally. Valuation, margins and growth are computed from each company's latest 10-K/10-Q in SEC EDGAR against this week's price (free cash flow is operating cash flow less capex); when Yahoo's key-statistics module is reachable it is used instead. Short interest is FINRA's bi-monthly consolidated report, so it is up to two weeks stale by construction. Forward P/E, PEG, consensus and estimates have no free cloud-reachable source and are carried from the last week Yahoo answered; foreign (IFRS) filers carry all fundamentals.
Options. Chains from CBOE's delayed-quote feed: real bid, ask, open interest, implied vol and greeks. IV/RV compares at-the-money implied vol on the ~30-day expiry against 30-day realized vol. Implied move is the at-the-money straddle on the first expiry after the earnings date. Expiries are selected by open interest so tickets land on liquid monthlies rather than thin weeklies.
13F caveat. Institutional positioning is a 45-day-lagged Q2 2026 snapshot, long US equity only, and was confirmable for 27 of 71 tickers from free sources. It carries the lowest weight in the composite for exactly that reason.
Insider data is Form 4 filing counts and parsed XML from EDGAR; volume conflates open-market sales with grants and 10b5-1 exercises. Activist screen used EDGAR quarterly indexes, since full-text search does not cover filings after December 2024.
Events and IPOs are researched from public reporting and carry a confidence flag and a source link each. Dates marked expected or rumored are not confirmed. Private valuations are last disclosed post-money, press-reported, often stale and preference-laden.
Correction this week: ABBV was misfiled under Robotics & Physical AI in the prior run and has been moved to Biotech & AI Drug Discovery; SERV was added to keep the robotics basket at seven names. Theme scores for both baskets changed as a result.
This is research, not investment advice. Nothing here accounts for your existing exposure, tax situation, time horizon or risk tolerance.