§ Conviction · Scored daily

All 70 stocks,
ranked.

Every stock on the watchlist scored by conviction. Higher means the agent is more certain of its thesis.

70

Total scored

48

Bull thesis

22

Bear thesis

20

High conviction (83+)

High (83+) Mid (50-82) Low (<50)

# Ticker Conviction Sector Δ Trend Score Thesis

3774 Sakura Internet Inc 8 pts

Data Centers -24

29 bull ACN Accenture plc 30 pts

professional-services +2

13 bear ADBE Adobe Inc. 30 pts

45 bear AMAT Applied Materials Inc. 1 pts

Semiconductors —

83 bull AMD Advanced Micro Devices 30 pts

65 bull AMZN Amazon.com Inc. 30 pts

cloud-platform +1

94 bull ANET Arista Networks 30 pts

84 bull ARM Arm Holdings 30 pts

88 bull ASANA Asana Inc. 1 pts

Enterprise Software —

11 bear AVGO Broadcom Inc. 30 pts

98 bull BILL BILL Holdings 30 pts

legacy-saas -15

39 bear C Citigroup Inc. 27 pts

Financial Services -42

23 bull CEG Constellation Energy 30 pts

energy-power -6

63 bull CFLT Confluent Inc. 30 pts

cloud-platform -18

21 bull CHGG Chegg Inc. 30 pts

73 bear CRWD CrowdStrike Holdings 30 pts

cybersecurity -2

90 bull CSCO Cisco Systems Inc. 1 pts

Enterprise Technology —

37 bear CTSH Cognizant Technology Solutions 27 pts

IT Services -14

9 bear DBRG DigitalBridge Group Inc. 27 pts

Data Center Infrastructure +21

82 bull DDOG Datadog Inc. 30 pts

cloud-platform +1

96 bull DLR Digital Realty Trust 30 pts

energy-power +53

74 bull DOW Dow Inc. 22 pts

3 bear EPAM EPAM Systems 30 pts

professional-services -41

19 bear EQIX Equinix Inc. 30 pts

energy-power +12

87 bull ESTC Elastic N.V. 30 pts

cloud-platform +31

81 bull ETN Eaton Corporation 30 pts

energy-power +12

86 bull FIVN Five9 Inc. 30 pts

legacy-saas +60

69 bear GLOB Globant S.A. 30 pts

professional-services +26

55 bear GOOGL Alphabet Inc. 30 pts

cloud-platform +7

95 bull IBM International Business Machines Corporation 27 pts

59 bull INTC Intel Corporation 27 pts

Semiconductors -14

35 bull INTU Intuit Inc. 30 pts

legacy-saas +39

54 bear IPG Interpublic Group 30 pts

marketing-ad -10

58 bear IREN IREN Limited 22 pts

Energy/Infrastructure +7

92 bull JPM JPMorgan Chase & Co. 22 pts

Financial Services -4

33 bear LIVERAMP LiveRamp Holdings 15 pts

data_infrastructure +18

53 bull LMNT Lumentum Holdings Inc. 1 pts

Semiconductors —

43 bull LPLA LPL Financial 30 pts

financial-services +4

51 bear MDB MongoDB Inc. 30 pts

cloud-platform -2

62 bull META Meta Platforms Inc. 30 pts

cloud-platform +5

89 bull MRVL Marvell Technology 30 pts

96 bull MSFT Microsoft Corporation 30 pts

cloud-platform +10

97 bull MU Micron Technology 30 pts

91 bull NVDA NVIDIA Corporation 30 pts

99 bull OKTA Okta Inc 8 pts

cybersecurity -39

50 bull ORCL Oracle Corporation 30 pts

cloud-platform -4

86 bull PANW Palo Alto Networks 30 pts

cybersecurity -7

91 bull PFPT Proofpoint Inc 22 pts

Cybersecurity 0

1 bull PINS Pinterest Inc. 1 pts

Social Media —

49 bear PLTR Palantir Technologies 30 pts

79 bull PRGS Progress Software 15 pts

enterprise_software -1

57 bull PUB Publicis Groupe 15 pts

advertising_technology +4

7 bull QCOM Qualcomm Inc. 30 pts

47 bull QLYS Qualys Inc 22 pts

Cybersecurity +4

67 bull RDFN Redfin Corporation 30 pts

financial-services +14

27 bear RHI Robert Half International 30 pts

professional-services -4

41 bear S SentinelOne Inc. 30 pts

cybersecurity -2

31 bull SAP SAP SE 15 pts

enterprise_software +59

66 bull SFTBY SoftBank Group Corp 8 pts

Cloud Infrastructure -17

61 bull SNOW Snowflake Inc. 30 pts

cloud-platform -6

85 bull TASK TaskUs Inc. 30 pts

professional-services +11

78 bear TLN Talen Energy 30 pts

energy-power -1

75 bull TSM Taiwan Semiconductor 30 pts

93 bull UPWK Upwork Inc. 30 pts

professional-services -6

25 bear V Stripe Inc 8 pts

Financial Technology +10

15 bull VAST Vast Data 8 pts

Space Infrastructure -10

17 bull VST Vistra Corp. 30 pts

energy-power +15

71 bull WDAY Workday Inc. 30 pts

legacy-saas -20

5 bear WPP WPP plc 30 pts

marketing-ad -10

77 bear ZS Zscaler Inc. 30 pts

cybersecurity -11

Supervisor: ALARM — the scoring pipeline has a failing check.