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We track selected technology, power, mineral, robotics and sensing companies that stand to benefit from today's industry cycles, and flag the ones that are cheap against their own past. The list is chosen through our own research, and every company on it is measured daily.

67 companies · measured 4 Nov 2026 · prices as of 12:59 AM ET, 31 Oct

Market backdrop4 Nov 2026 Mood Extreme Fear (19) Stress Elevated Cycle health 48/100 Market signals →

Valuation map Each dot is a company, placed where its measured price sits in its own valuation history.

MBLY · 3rd NOW · 5th ADBE · 5th SMCI · 5th ORCL · 7th INTU · 7th CRM · 8th AMBA · 8th AEVA · 9th SNPS · 10th ISRG · 15th NVDA · 16th ZS · 16th META · 28th CRDO · 33rd SNOW · 38th VST · 38th MU · 39th APLD · 41st IBM · 43rd CEG · 43rd EQT · 50th APH · 56th FTNT · 56th AMD · 60th QCOM · 61st AMZN · 64th PLTR · 64th DDOG · 64th CGNX · 67th AVGO · 69th GOOGL · 72nd VRT · 77th LRCX · 77th ANET · 79th KLAC · 79th NET · 80th COHR · 82nd WDC · 84th MRVL · 84th LITE · 85th STX · 86th HPE · 86th BE · 87th AAPL · 87th NVTS · 88th INTC · 89th AMAT · 90th ROK · 90th DELL · 90th PANW · 92nd ADI · 95th CRWD · 97th TXN · 97th MSFT · 98th TSLA · 98th

Showing 67 of 67

Company	Price	Today	Valuation vs own history	Cash margin	12-month trend	Signals
MSFT Microsoft Corporation Software AI platforms AI software	$445.05 −14.73%	−14.73%	98th	+13.7%	+6.8%	Leaning supportive context, trend rising, narratives mixed AI impact: Sells AI to its customers, cuts both ways
VRT Vertiv Holdings LLC Power equipment & grid AI compute Power & minerals	$234.00 +0.65%	+0.65%	77th	+23.4%	+29.4%	Mixed context, trend falling, sector cycle ai infrastructure capex: saturation, narratives supportive AI impact: Supplies what AI runs on, tailwind
NVDA NVIDIA Corporation Semiconductors AI compute	$209.28 +2.27%	+2.27%	16th	+39.5%	+15.9%	Leaning adverse context, trend mixed, sector cycle ai infrastructure capex: saturation, narratives mixed AI impact: Supplies what AI runs on, cuts both ways
GOOGL Alphabet Inc. Internet Re-underwrite / risk AI platforms	$281.90 +0.74%	+0.74%	72nd	−2.8%	−12.4%	Leaning adverse context, trend falling, narratives mixed AI impact: Sells AI to its customers, cuts both ways
AMZN Amazon Com Inc Internet & cloud Re-underwrite / risk AI platforms	$226.39 −5.81%	−5.81%	64th	−8.4%	+3.1%	Leaning adverse context, trend mixed, narratives adverse AI impact: Supplies what AI runs on, cuts both ways
AVGO Broadcom Inc. Semiconductors AI compute	$332.30 +1.91%	+1.91%	69th	+34.7%	−18.5%	Mixed context, trend falling, sector cycle ai infrastructure capex: saturation, narratives supportive AI impact: Supplies what AI runs on, tailwind
META Meta Platforms Inc. Internet AI platforms	$618.30 +0.54%	+0.54%	28th	+0.7%	−4.8%	Adverse context, trend falling, narratives adverse AI impact: Sells AI to its customers, cuts both ways
TSLA Tesla, Inc. Robots & automation Re-underwrite / risk Robotics	$396.36 −0.86%	−0.86%	98th	−1.0%	−7.1%	Mixed context, trend rising, sector cycle automotive & mobility: contraction, narratives supportive AI impact: Sells AI to its customers, tailwind
MU Micron Technology Inc. Semiconductors AI compute	$907.21 +2.54%	+2.54%	39th	+43.3%	+274.6%	Mixed context, trend mixed, sector cycle ai infrastructure capex: saturation, narratives supportive AI impact: Supplies what AI runs on, tailwind
AMD Advanced Micro Devices Inc. Semiconductors AI compute	$533.64 +5.71%	+5.71%	60th	+11.1%	+132.1%	Mixed context, trend mixed, sector cycle ai infrastructure capex: saturation, narratives supportive AI impact: Supplies what AI runs on, tailwind
PLTR Palantir Technologies Inc. Software AI software	$193.68 +5.20%	+5.20%	64th	+42.1%	+9.3%	Leaning supportive context, trend mixed, narratives supportive AI impact: Sells AI to its customers, tailwind
ORCL Oracle Corporation Software Re-underwrite / risk AI platforms	$134.40 +2.85%	+2.85%	7th	−46.7%	−34.4%	Adverse context, trend falling, narratives adverse AI impact: Sells AI to its customers, tailwind
AMAT Applied Materials Inc. Semiconductors AI compute	$403.03 +3.32%	+3.32%	90th	+16.0%	+55.2%	Mixed context, trend falling, sector cycles semiconductor production: expansion · ai infrastructure capex: saturation, narratives supportive AI impact: Supplies what AI runs on, tailwind
LRCX Lam Research Corporation Semiconductor equipment AI compute	$243.30 +1.75%	+1.75%	77th	+23.5%	+54.0%	Mixed context, trend falling, sector cycles semiconductor production: expansion · ai infrastructure capex: saturation, narratives supportive AI impact: Supplies what AI runs on, tailwind
PANW Palo Alto Networks Inc. Cybersecurity AI software	$376.84 +3.00%	+3.00%	92nd	+20.0%	+92.4%	Neutral context, trend mixed AI impact: Sells AI to its customers, tailwind
CRWD CrowdStrike Holdings Inc. Cybersecurity AI software	$258.30 +3.14%	+3.14%	97th	+5.4%	+96.7%	Leaning supportive context, trend rising AI impact: Sells AI to its customers, tailwind
GEV GE Vernova Inc. Power equipment & grid Power & minerals	$859.58 +0.20%	+0.20%	No usable valuation history	—	+43.4%	Mixed context, trend falling, sector cycles power demand: expansion · ai infrastructure capex: saturation, narratives supportive AI impact: Supplies what AI runs on, tailwind
ANET Arista Networks, Inc. Computer hardware AI compute	$178.00 +5.41%	+5.41%	79th	+37.9%	+29.2%	Leaning adverse context, trend mixed, sector cycle ai infrastructure capex: saturation AI impact: Supplies what AI runs on, tailwind
KLAC KLA Corporation Semiconductor equipment AI compute	$161.75 +2.43%	+2.43%	79th	+25.6%	+34.8%	Leaning adverse context, trend falling, sector cycles semiconductor production: expansion · ai infrastructure capex: saturation AI impact: Supplies what AI runs on, tailwind
SNDK Sandisk Corporation Computer hardware AI compute	$1,306.00 +13.48%	+13.48%	No usable valuation history	+59.0%	+415.4%	Adverse context, trend falling, sector cycle ai infrastructure capex: saturation AI impact: Supplies what AI runs on, tailwind
MRVL Marvell Technology Inc. Semiconductors AI compute	$209.70 +6.77%	+6.77%	84th	+9.5%	+120.1%	Mixed context, trend falling, sector cycle ai infrastructure capex: saturation, narratives supportive AI impact: Supplies what AI runs on, tailwind
CRM Salesforce Inc. Software Cheap vs its past AI software	$210.02 −9.04%	−9.04%	8th	+26.1%	+0.2%	Leaning supportive context, trend mixed, narratives supportive AI impact: Sells AI to its customers, cuts both ways
ISRG Intuitive Surgical Inc Robots & automation Cheap vs its past Robotics	$432.15 +0.03%	+0.03%	15th	+23.7%	−24.7%	Supportive context, trend rising, narratives supportive AI impact: Sells AI to its customers, tailwind
NOW ServiceNow Inc. Software Cheap vs its past AI software	$109.14 +3.82%	+3.82%	5th	+15.7%	−35.3%	Mixed context, trend falling, narratives supportive AI impact: Sells AI to its customers, tailwind
SNOW Snowflake Inc. Software Re-underwrite / risk AI software	$320.00 +4.55%	+4.55%	38th	−8.2%	+21.8%	Neutral context, trend mixed AI impact: Sells AI to its customers, tailwind
ADBE Adobe Inc. Software Cheap vs its past AI software	$249.60 +0.60%	+0.60%	5th	+32.8%	−21.8%	Leaning adverse context, trend falling, narratives no recent evidence AI impact: Sells AI to its customers, cuts both ways
CEG Constellation Energy Corp Nuclear & power generation Power & minerals	$259.50 −1.92%	−1.92%	43rd	—	−27.7%	Mixed context, trend falling, sector cycle power demand: expansion, narratives supportive AI impact: Supplies what AI runs on, tailwind
FCX Freeport-mcmoran Inc Critical minerals Power & minerals	$62.69 −5.21%	−5.21%	Too little cash-flow data	—	+46.9%	Mixed context, trend falling, sector cycle copper: expansion, narratives no recent evidence AI impact: Supplies what AI runs on, tailwind
DDOG Datadog Inc. Software AI software	$236.50 −11.04%	−11.04%	64th	+6.3%	+47.0%	Neutral context, trend mixed AI impact: Sells AI to its customers, tailwind
LITE Lumentum Holdings Inc. Communications equipment AI compute	$890.00 +5.86%	+5.86%	85th	+4.5%	+158.5%	Adverse context, trend falling, sector cycle ai infrastructure capex: saturation AI impact: Supplies what AI runs on, tailwind
BE Bloom Energy Corp Power equipment & grid Power & minerals	$210.90 +3.81%	+3.81%	87th	—	+86.0%	Mixed context, trend falling, sector cycles power demand: expansion · ai infrastructure capex: saturation, narratives supportive AI impact: Supplies what AI runs on, tailwind
ALAB Astera Labs Inc. Semiconductors AI compute	$275.90 +6.65%	+6.65%	No usable valuation history	+6.9%	+64.2%	Adverse context, trend falling, sector cycle ai infrastructure capex: saturation AI impact: Supplies what AI runs on, tailwind
ROK Rockwell Automation, Inc Robots & automation Robotics	$426.23 −5.58%	−5.58%	90th	+15.8%	+11.3%	Supportive context, trend rising, sector cycle machinery production: expansion, narratives supportive AI impact: AI is not material to it, not material
VST Vistra Corp. Nuclear & power generation Power & minerals	$139.00 −1.38%	−1.38%	38th	+11.2%	−22.2%	Mixed context, trend falling, sector cycle power demand: expansion, narratives supportive AI impact: Supplies what AI runs on, tailwind
COHR Coherent Corp. Semiconductor equipment Re-underwrite / risk AI compute	$222.54 +5.81%	+5.81%	82nd	−17.1%	+28.0%	Adverse context, trend falling, sector cycle ai infrastructure capex: saturation AI impact: Supplies what AI runs on, tailwind
EQT EQT Corp Natural gas Re-underwrite / risk Power & minerals	$55.00 +0.84%	+0.84%	50th	+39.8%	−8.2%	Neutral context, trend mixed, sector cycle natural gas: recovery, turning
CLS Celestica Inc. Electronic components AI compute	$271.91 +2.40%	+2.40%	Too little reported history, No usable valuation history	+2.5%	−22.9%	Adverse context, trend falling, sector cycle ai infrastructure capex: saturation AI impact: Supplies what AI runs on, tailwind
CRDO Credo Technology Group Holding Ltd Semiconductors AI compute	$155.61 +3.06%	+3.06%	33rd	+12.8%	−15.0%	Adverse context, trend falling, sector cycle ai infrastructure capex: saturation AI impact: Supplies what AI runs on, tailwind
SMCI Super Micro Computer Inc. Computer hardware Re-underwrite / risk AI compute	$33.13 +0.55%	+0.55%	5th	−18.9%	−2.7%	Adverse context, trend falling, sector cycle ai infrastructure capex: saturation AI impact: Supplies what AI runs on, tailwind
CGNX Cognex Corp Sensing & perception Robotics	$53.99 −8.45%	−8.45%	67th	+20.1%	+48.0%	Supportive context, trend mixed, sector cycle machinery production: expansion, narratives supportive AI impact: Sells AI to its customers, tailwind
MBLY Mobileye Global Inc. Sensing & perception Re-underwrite / risk Robotics	$5.96 −6.99%	−6.99%	3rd	−1.4%	−49.6%	Mixed context, trend falling, sector cycle automotive & mobility: contraction, narratives supportive AI impact: Sells AI to its customers, tailwind
USAR USA Rare Earth, Inc. Critical minerals Re-underwrite / risk Power & minerals	$10.15 +5.51%	+5.51%	Too little reported history, No usable valuation history, Too little cash-flow data	—	−28.5%	Mixed context, trend falling, sector cycle physical & commodity: expansion, narratives no recent evidence AI impact: Supplies what AI runs on, tailwind
UUUU Energy Fuels Inc Uranium & nuclear fuel Power & minerals	$8.04 +4.28%	+4.28%	Too little cash-flow data	—	−46.5%	Mixed context, trend falling, sector cycle uranium: expansion, narratives supportive AI impact: Supplies what AI runs on, tailwind
AEVA Aeva Technologies, Inc. Sensing & perception Re-underwrite / risk Robotics	$9.62 −3.22%	−3.22%	9th	−675.1%	−16.9%	Mixed context, trend falling, sector cycle automotive & mobility: contraction, narratives supportive
DNN Denison Mines Corp. Uranium & nuclear fuel Power & minerals	$2.28 −3.80%	−3.80%	Its financial statements are not filed in a form we measure	—	−13.7%	Mixed context, trend falling, sector cycle uranium: expansion, narratives supportive
TSM Taiwan Semiconductor Manufacturing Company Ltd. Chip foundry AI compute	$419.50 +3.29%	+3.29%	Its financial statements are not filed in a form we measure	—	+40.5%	Leaning supportive context, trend mixed, sector cycles semiconductor production: expansion · ai infrastructure capex: saturation, narratives supportive
AAPL Apple Inc. Computer hardware	$350.15 +1.60%	+1.60%	87th	+25.5%	+23.9%	Leaning adverse context, trend mixed, sector cycle consumer product: slowdown, turning, narratives adverse AI impact: Sells AI to its customers, cuts both ways
INTC Intel Corporation Semiconductors Re-underwrite / risk	$71.33 +8.47%	+8.47%	89th	+2.2%	+62.1%	Mixed context, trend falling, sector cycle semiconductor production: expansion, narratives no recent evidence AI impact: Supplies what AI runs on, cuts both ways
DELL Dell Technologies Inc. Computer hardware	$445.91 +5.09%	+5.09%	90th	+5.2%	+221.5%	Adverse context, trend mixed, sector cycle ai infrastructure capex: saturation, narratives adverse AI impact: Supplies what AI runs on, tailwind
TXN Texas Instruments Incorporated Semiconductors	$302.00 −3.50%	−3.50%	97th	+33.3%	+82.7%	Supportive context, trend rising, sector cycle semiconductor production: expansion AI impact: AI is not material to it, not material
IBM International Business Machines Corporation Computer hardware	$254.12 −1.43%	−1.43%	43rd	+18.2%	−14.8%	Leaning supportive context, trend rising, narratives no recent evidence AI impact: Sells AI to its customers, tailwind
ADI Analog Devices Inc. Semiconductors	$420.06 +0.71%	+0.71%	95th	+33.0%	+59.2%	Supportive context, trend rising, sector cycle semiconductor production: expansion AI impact: Supplies what AI runs on, cuts both ways
APH Amphenol Corporation Electronic components	$79.35 −3.33%	−3.33%	56th	+15.0%	+13.3%	Mixed context, trend rising, sector cycle ai infrastructure capex: saturation AI impact: Supplies what AI runs on, tailwind
QCOM QUALCOMM Incorporated Communications equipment Re-underwrite / risk	$179.00 +8.62%	+8.62%	61st	+16.3%	+0.1%	Adverse context, trend falling, sector cycle consumer product: slowdown, turning, narratives adverse AI impact: Supplies what AI runs on, tailwind
STX Seagate Technology Holdings PLC Computer hardware	$673.02 +4.41%	+4.41%	86th	+28.5%	+134.3%	Adverse context, trend falling, sector cycle ai infrastructure capex: saturation AI impact: Supplies what AI runs on, tailwind
WDC Western Digital Corporation Computer hardware	$378.25 +3.32%	+3.32%	84th	+28.0%	+124.6%	Adverse context, trend falling, sector cycle ai infrastructure capex: saturation AI impact: Supplies what AI runs on, tailwind
NET Cloudflare Inc. Cybersecurity Re-underwrite / risk	$302.26 −2.59%	−2.59%	80th	−6.3%	+40.2%	Neutral context, trend mixed AI impact: Sells AI to its customers, cuts both ways
FTNT Fortinet Inc. Cybersecurity	$138.30 +1.63%	+1.63%	56th	+41.1%	+67.7%	Leaning adverse context, trend falling AI impact: Sells AI to its customers, tailwind
SNPS Synopsys Inc. Software Cheap vs its past	$480.00 +2.65%	+2.65%	10th	+19.1%	+11.9%	Leaning supportive context, trend rising AI impact: Sells AI to its customers, tailwind
INTU Intuit Inc. Software Cheap vs its past	$333.21 −2.31%	−2.31%	7th	+30.8%	−45.4%	Neutral context, trend mixed AI impact: Sells AI to its customers, cuts both ways
HPE Hewlett Packard Enterprise Company Computer hardware	$55.97 −4.93%	−4.93%	86th	+8.0%	+156.4%	Adverse context, trend mixed, sector cycle ai infrastructure capex: saturation, narratives adverse AI impact: Supplies what AI runs on, tailwind
ZS Zscaler Inc. Cybersecurity Re-underwrite / risk	$237.89 −4.01%	−4.01%	16th	−1.3%	−5.4%	Leaning supportive context, trend rising AI impact: Sells AI to its customers, tailwind
CRWV CoreWeave Inc. Software Re-underwrite / risk	$58.11 +5.91%	+5.91%	Too little reported history, No usable valuation history	−188.1%	−25.0%	Leaning adverse context, trend falling, narratives too little evidence yet AI impact: Supplies what AI runs on, cuts both ways
APLD Applied Digital Corporation Data processing Re-underwrite / risk	$18.78 +5.42%	+5.42%	41st	−583.6%	−34.3%	Adverse context, trend falling, sector cycle ai infrastructure capex: saturation, narratives too little evidence yet AI impact: Supplies what AI runs on, cuts both ways
AMBA Ambarella Inc. Semiconductors Re-underwrite / risk	$63.30 −1.98%	−1.98%	8th	−19.5%	−14.9%	Mixed context, trend falling, sector cycle semiconductor production: expansion AI impact: Supplies what AI runs on, tailwind
NVTS Navitas Semiconductor Corporation Semiconductors Re-underwrite / risk	$8.74 +3.07%	+3.07%	88th	−260.0%	−3.0%	Mixed context, trend falling, sector cycle semiconductor production: expansion AI impact: Supplies what AI runs on, tailwind
NBIS Nebius Group N.V. Technology	$164.10 +6.46%	+6.46%	Its financial statements are not filed in a form we measure	—	+62.5%	Leaning adverse context, trend falling, narratives too little evidence yet

Valuation places today's price in the company's own valuation history: low is cheap against its own past. Groups and signals describe why a company is worth researching. They are not recommendations, price targets or forecasts.

A low reading assumes the business is still the one its history describes: a lasting change, such as AI doing what a company sells, can keep a stock cheap. The list is the companies we follow, not the whole market, and many of them ride the same AI cycle, so several looking cheap at once is one observation, not several.