§ Conviction · Scored daily

All 68 stocks,
ranked.

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

68

Total scored

46

Bull thesis

22

Bear thesis

19

High conviction (83+)

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

# Ticker Conviction Sector Δ Trend Score Thesis

3774 Sakura Internet Inc 5 pts

Data Centers +22

61 bull ACN Accenture plc 30 pts

professional-services +4

41 bear ADBE Adobe Inc. 30 pts

legacy-saas +18

31 bear AMD Advanced Micro Devices 30 pts

87 bull AMZN Amazon.com Inc. 30 pts

cloud-platform 0

95 bull ANET Arista Networks 30 pts

76 bull ARM Arm Holdings 30 pts

71 bull AVGO Broadcom Inc. 30 pts

95 bull BILL BILL Holdings 30 pts

legacy-saas +18

45 bear C Citigroup Inc. 24 pts

Financial Services +6

69 bull CEG Constellation Energy 30 pts

energy-power +7

68 bull CFLT Confluent Inc. 30 pts

cloud-platform -6

29 bull CHGG Chegg Inc. 30 pts

15 bear CRWD CrowdStrike Holdings 30 pts

cybersecurity -1

92 bull CTSH Cognizant Technology Solutions 24 pts

IT Services -29

21 bear DBRG DigitalBridge Group Inc. 24 pts

Data Center Infrastructure +10

78 bull DDOG Datadog Inc. 30 pts

cloud-platform -1

91 bull DLR Digital Realty Trust 30 pts

energy-power +37

60 bull DOCU DocuSign Inc. 30 pts

legacy-saas -24

27 bear DOW Dow Inc. 19 pts

67 bear EPAM EPAM Systems 30 pts

professional-services +4

64 bear EQIX Equinix Inc. 30 pts

energy-power -8

79 bull ESTC Elastic N.V. 30 pts

cloud-platform +6

39 bull ETN Eaton Corporation 30 pts

83 bull FIVN Five9 Inc. 30 pts

legacy-saas -24

7 bear GLOB Globant S.A. 30 pts

professional-services +4

25 bear GOOGL Alphabet Inc. 30 pts

cloud-platform 0

90 bull IBM International Business Machines Corporation 24 pts

43 bull INTC Intel Corporation 24 pts

Semiconductors -14

58 bull INTU Intuit Inc. 30 pts

37 bear IPG Interpublic Group 30 pts

marketing-ad -10

57 bear IREN IREN Limited 19 pts

Energy/Infrastructure -1

88 bull JPM JPMorgan Chase & Co. 19 pts

Financial Services +2

13 bear LIVERAMP LiveRamp Holdings 12 pts

data_infrastructure -22

35 bull LPLA LPL Financial 30 pts

financial-services +28

33 bear MDB MongoDB Inc. 30 pts

cloud-platform -3

53 bull META Meta Platforms Inc. 30 pts

cloud-platform 0

86 bull MRVL Marvell Technology 30 pts

96 bull MSFT Microsoft Corporation 30 pts

cloud-platform +11

87 bull MU Micron Technology 30 pts

99 bull NVDA NVIDIA Corporation 30 pts

97 bull OKTA Okta Inc 5 pts

cybersecurity +4

75 bull ORCL Oracle Corporation 30 pts

cloud-platform +1

89 bull PANW Palo Alto Networks 30 pts

cybersecurity +1

98 bull PFPT Proofpoint Inc 19 pts

Cybersecurity -2

1 bull PLTR Palantir Technologies 30 pts

63 bull PRGS Progress Software 12 pts

enterprise_software +5

54 bull PUB Publicis Groupe 12 pts

advertising_technology -20

5 bull QCOM Qualcomm Inc. 30 pts

81 bull QLYS Qualys Inc 19 pts

Cybersecurity +4

51 bull RDFN Redfin Corporation 30 pts

financial-services +2

11 bear RHI Robert Half International 30 pts

professional-services -1

74 bear S SentinelOne Inc. 30 pts

cybersecurity -3

50 bull SAP SAP SE 12 pts

enterprise_software -4

3 bull SFTBY SoftBank Group Corp 5 pts

Cloud Infrastructure 0

85 bull SNOW Snowflake Inc. 30 pts

cloud-platform -2

94 bull TASK TaskUs Inc. 30 pts

professional-services +17

82 bear TLN Talen Energy 30 pts

energy-power -9

72 bull TREE LendingTree Inc. 30 pts

financial-services +32

49 bear TSM Taiwan Semiconductor 30 pts

93 bull UPWK Upwork Inc. 30 pts

professional-services -36

9 bear V Stripe Inc 5 pts

Financial Technology -45

19 bull VAST Vast Data 5 pts

Space Infrastructure +2

17 bull VST Vistra Corp. 30 pts

energy-power -13

56 bull WDAY Workday Inc. 30 pts

47 bear WPP WPP plc 30 pts

84 bear WTW Willis Towers Watson 30 pts

financial-services +22

23 bear ZS Zscaler Inc. 30 pts

cybersecurity -14

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