§ Conviction · Scored daily

All 50 stocks,
ranked.

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

50

Total scored

36

Bull thesis

14

Bear thesis

15

High conviction (83+)

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

# Ticker Conviction Sector Δ Trend Score Thesis

005930 Samsung Electronics 30 pts

Semiconductors -51

32 bull 035720 Kakao Corp 30 pts

4 bull ADBE Adobe Inc. 30 pts

legacy-saas +23

58 bear AMAT Applied Materials Inc. 30 pts

Semiconductors +6

84 bull AMD Advanced Micro Devices 30 pts

93 bull AMZN Amazon.com Inc. 30 pts

cloud-platform +1

94 bull ANET Arista Networks 30 pts

92 bull ANSS Anduril Industries 26 pts

Defense Technology -2

7 bull ARM Arm Holdings 30 pts

54 bull AVGO Broadcom Inc. 30 pts

97 bull BLK BlackRock Inc. 26 pts

Asset Management +10

72 bull CEG Constellation Energy 30 pts

energy-power -23

9 bull CHGG Chegg Inc. 30 pts

89 bear CRWD CrowdStrike Holdings 30 pts

cybersecurity +4

70 bull DBRG DigitalBridge Group Inc. 30 pts

Data Center Infrastructure +8

80 bull DDOG Datadog Inc. 30 pts

cloud-platform -3

83 bull DLR Digital Realty Trust 30 pts

energy-power -12

68 bull EPAM EPAM Systems 30 pts

professional-services +2

78 bear EQIX Equinix Inc. 30 pts

energy-power -1

91 bull ETN Eaton Corporation 30 pts

energy-power -3

85 bull FIVN Five9 Inc. 30 pts

41 bear GOOGL Alphabet Inc. 30 pts

cloud-platform +1

98 bull IFS IFS AB 20 pts

Industrial Software -8

62 bull IFX Infineon Technologies 30 pts

Semiconductors +2

52 bull INTU Intuit Inc. 30 pts

legacy-saas -10

50 bear IPG Interpublic Group 30 pts

marketing-ad -25

24 bear IREN IREN Limited 30 pts

Energy/Infrastructure +3

49 bull JFROG JFrog Ltd 26 pts

Cybersecurity 0

38 bull LGE LG Electronics 30 pts

12 bull LPLA LPL Financial 30 pts

financial-services +3

21 bear META Meta Platforms Inc. 30 pts

cloud-platform -2

96 bull MRVL Marvell Technology 30 pts

29 bull MSFT Microsoft Corporation 30 pts

cloud-platform +2

66 bull MU Micron Technology 30 pts

18 bull NVDA NVIDIA Corporation 30 pts

99 bull ORCL Oracle Corporation 30 pts

cloud-platform +3

15 bull PANW Palo Alto Networks 30 pts

cybersecurity +2

76 bull PAYC Paycom Software Inc. 26 pts

Human Capital Management Software +10

64 bear PLTR Palantir Technologies 30 pts

46 bull RHI Robert Half International 30 pts

professional-services +5

90 bear S SentinelOne Inc. 30 pts

cybersecurity +4

56 bull SPGI S&P Global 30 pts

Financial Services +34

60 bear TASK TaskUs Inc. 30 pts

professional-services -5

86 bear TLN Talen Energy 30 pts

energy-power +6

74 bull TSM Taiwan Semiconductor 30 pts

88 bull UPWK Upwork Inc. 30 pts

professional-services +2

26 bear VST Vistra Corp. 30 pts

energy-power -15

43 bull WPP WPP plc 30 pts

marketing-ad -2

82 bear ZEN Zendesk Inc 26 pts

Enterprise Software 0

1 bear ZS Zscaler Inc. 30 pts

cybersecurity +14

Supervisor: ATTENTION — the scoring pipeline has a non-blocking warning.