Stocks

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

66 companies · measured 24 Oct 2026 · prices as of 8:00 PM ET, 23 Oct

Market backdrop Mood Extreme Fear (21) Stress Critical Cycle health 48/100 Market signals →

Showing 50 of 66

Company	Price	Today	Valuation vs own history	Cash margin	12-month trend	Signals
MU Micron Technology Inc. Semiconductors AI compute	$879.90 +2.73%	+2.73%	39th	+43.3%	+376.4%	Leaning adverse context, trend mixed, sector cycle ai infrastructure capex: saturation, narratives too little evidence yet AI impact: Supplies what AI runs on, tailwind
STX Seagate Technology Holdings PLC Computer hardware	$630.00 −1.89%	−1.89%	90th	+23.7%	+262.6%	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	$227.70 +1.89%	+1.89%	96th	+9.5%	+182.3%	Leaning adverse context, trend mixed, sector cycle ai infrastructure capex: saturation AI impact: Supplies what AI runs on, tailwind
ADBE Adobe Inc. Software Potential opportunity AI software	$263.38 −2.65%	−2.65%	10th	+32.8%	−29.5%	Leaning supportive context, trend rising, narratives no recent evidence AI impact: Sells AI to its customers, tailwind
JKHY Jack Henry & Associates Inc. IT services Potential opportunity	$162.55 +0.46%	+0.46%	10th	+26.0%	−2.4%	Leaning supportive context, trend rising AI impact: AI is not material to it, not material
CRM Salesforce Inc. Software Potential opportunity AI software	$248.69 −0.64%	−0.64%	11th	+26.1%	−11.1%	Supportive context, trend rising, narratives supportive AI impact: Sells AI to its customers, cuts both ways
CNXC Concentrix Corporation Business services Potential opportunity	$33.00 −3.65%	−3.65%	16th	+4.8%	−35.6%	Leaning supportive context, trend rising AI impact: Exposed to AI disruption, headwind
ISRG Intuitive Surgical Inc Robots & automation Potential opportunity Robotics	$452.55 +1.96%	+1.96%	16th	+23.7%	−23.9%	Supportive context, trend rising, narratives supportive AI impact: Sells AI to its customers, tailwind
NOW ServiceNow Inc. Software Potential opportunity AI software	$159.35 +1.50%	+1.50%	16th	+16.3%	−27.1%	Supportive context, trend rising, narratives supportive AI impact: Sells AI to its customers, tailwind
INTU Intuit Inc. Software Potential opportunity	$344.00 −3.07%	−3.07%	5th	+30.8%	−58.3%	Neutral context, trend mixed AI impact: Sells AI to its customers, tailwind
VRT Vertiv Holdings LLC Power equipment & grid Potential opportunity AI compute Power & minerals	$194.47 −0.57%	−0.57%	12th	+25.1%	+25.3%	Mixed context, trend falling, sector cycle ai infrastructure capex: saturation, narratives supportive AI impact: Supplies what AI runs on, tailwind
SNPS Synopsys Inc. Software Potential opportunity	$430.50 +1.90%	+1.90%	3rd	+19.1%	−4.2%	Leaning adverse context, trend falling AI impact: Sells AI to its customers, tailwind
NVDA NVIDIA Corporation Semiconductors Potential opportunity AI compute	$211.11 −0.52%	−0.52%	15th	+39.5%	+13.1%	Adverse context, trend mixed, sector cycle ai infrastructure capex: saturation, narratives adverse AI impact: Supplies what AI runs on, tailwind
MBLY Mobileye Global Inc. Sensing & perception Robotics	$6.57 −5.47%	−5.47%	3rd	+3.6%	−43.8%	Mixed context, trend falling, sector cycle automotive & mobility: contraction, narratives supportive AI impact: Sells AI to its customers, tailwind
ZS Zscaler Inc. Cybersecurity	$256.00 +7.67%	+7.67%	19th	+0.9%	−39.8%	Leaning supportive context, trend rising AI impact: Sells AI to its customers, cuts both ways
META Meta Platforms Inc. Internet AI platforms	$640.10 −1.35%	−1.35%	28th	+0.7%	+12.2%	Leaning adverse context, trend mixed, narratives adverse AI impact: Sells AI to its customers, cuts both ways
VST Vistra Corp. Nuclear & power generation Power & minerals	$140.30 −0.38%	−0.38%	35th	+11.2%	−26.1%	Mixed context, trend falling, sector cycle power demand: expansion, narratives supportive AI impact: Supplies what AI runs on, tailwind
CEG Constellation Energy Corp Nuclear & power generation Power & minerals	$253.49 −0.67%	−0.67%	41st	—	−32.2%	Mixed context, trend falling, sector cycle power demand: expansion, narratives supportive AI impact: Supplies what AI runs on, tailwind
IBM International Business Machines Corporation Computer hardware	$253.07 +0.38%	+0.38%	46th	+18.2%	−26.6%	Leaning supportive context, trend rising AI impact: Sells AI to its customers, tailwind
EQT EQT Corp Natural gas Power & minerals	$55.63 +1.76%	+1.76%	51st	+38.6%	−8.3%	Leaning supportive context, trend rising, sector cycle natural gas: recovery, turning
APH Amphenol Corporation Electronic components	$73.87 +1.09%	+1.09%	57th	+15.7%	+21.8%	Adverse context, trend falling, sector cycle ai infrastructure capex: saturation AI impact: Supplies what AI runs on, tailwind
AVGO Broadcom Inc. Semiconductors AI compute	$322.23 −0.31%	−0.31%	62nd	+34.7%	−4.3%	Adverse context, trend falling, sector cycle ai infrastructure capex: saturation, narratives too little evidence yet AI impact: Supplies what AI runs on, tailwind
CGNX Cognex Corp Sensing & perception Robotics	$55.55 +1.74%	+1.74%	64th	+20.1%	+47.5%	Mixed context, trend falling, sector cycle machinery production: expansion, narratives supportive AI impact: Sells AI to its customers, tailwind
AMD Advanced Micro Devices Inc. Semiconductors AI compute	$516.80 +1.75%	+1.75%	66th	+15.8%	+138.9%	Leaning adverse context, trend mixed, sector cycle ai infrastructure capex: saturation, narratives no clear direction AI impact: Supplies what AI runs on, tailwind
ROK Rockwell Automation, Inc Robots & automation Robotics	$426.11 +0.53%	+0.53%	70th	+15.8%	+19.8%	Mixed context, trend falling, sector cycle machinery production: expansion, narratives supportive AI impact: AI is not material to it, not material
LRCX Lam Research Corporation Semiconductor equipment AI compute	$229.37 −0.34%	−0.34%	72nd	+23.5%	+109.6%	Leaning adverse context, trend falling, sector cycles semiconductor production: expansion · ai infrastructure capex: saturation, narratives no clear direction AI impact: Supplies what AI runs on, tailwind
DDOG Datadog Inc. Software AI software	$270.02 +4.76%	+4.76%	79th	+9.1%	+68.2%	Leaning supportive context, trend rising AI impact: Sells AI to its customers, tailwind
PLTR Palantir Technologies Inc. Software AI software	$197.43 +0.63%	+0.63%	82nd	+41.0%	−6.7%	Supportive context, trend rising, narratives supportive AI impact: Sells AI to its customers, tailwind
BE Bloom Energy Corp Power equipment & grid Power & minerals	$192.65 −11.54%	−11.54%	85th	—	+109.6%	Mixed context, trend falling, sector cycles power demand: expansion · ai infrastructure capex: saturation, narratives supportive AI impact: Supplies what AI runs on, tailwind
WDC Western Digital Corporation Computer hardware	$342.00 −3.44%	−3.44%	85th	+28.0%	+203.1%	Adverse context, trend falling, sector cycle ai infrastructure capex: saturation AI impact: Supplies what AI runs on, tailwind
HPE Hewlett Packard Enterprise Company Computer hardware	$56.83 +2.45%	+2.45%	88th	+8.0%	+166.3%	Leaning adverse context, trend mixed, sector cycle ai infrastructure capex: saturation AI impact: Supplies what AI runs on, tailwind
ADI Analog Devices Inc. Semiconductors	$391.08 +1.38%	+1.38%	89th	+33.0%	+71.6%	Supportive context, trend rising, sector cycle semiconductor production: expansion AI impact: Supplies what AI runs on, cuts both ways
KLAC KLA Corporation Semiconductor equipment AI compute	$146.19 −1.11%	−1.11%	90th	+25.5%	+62.1%	Leaning adverse context, trend falling, sector cycles semiconductor production: expansion · ai infrastructure capex: saturation AI impact: Supplies what AI runs on, tailwind
AAPL Apple Inc. Computer hardware	$347.61 −0.17%	−0.17%	92nd	+26.3%	+23.6%	Leaning supportive context, trend rising, sector cycle consumer product: slowdown, turning AI impact: AI is not material to it, not material
AMAT Applied Materials Inc. Semiconductors AI compute	$376.80 +0.33%	+0.33%	92nd	+16.0%	+120.6%	Leaning adverse context, trend falling, sector cycles semiconductor production: expansion · ai infrastructure capex: saturation, narratives no clear direction AI impact: Supplies what AI runs on, tailwind
DELL Dell Technologies Inc. Computer hardware	$456.10 +0.69%	+0.69%	92nd	+5.2%	+235.1%	Leaning adverse context, trend mixed, sector cycle ai infrastructure capex: saturation AI impact: Supplies what AI runs on, tailwind
PANW Palo Alto Networks Inc. Cybersecurity AI software	$382.00 +7.63%	+7.63%	93rd	+20.0%	+80.4%	Neutral context, trend mixed AI impact: Sells AI to its customers, headwind
TXN Texas Instruments Incorporated Semiconductors	$284.30 +1.72%	+1.72%	93rd	+25.4%	+76.4%	Supportive context, trend rising, sector cycle semiconductor production: expansion AI impact: AI is not material to it, not material
FTNT Fortinet Inc. Cybersecurity	$181.01 +4.64%	+4.64%	95th	+38.6%	+106.8%	Leaning supportive context, trend rising AI impact: Supplies what AI runs on, cuts both ways
CRWD CrowdStrike Holdings Inc. Cybersecurity AI software	$258.40 +8.60%	+8.60%	97th	+7.0%	+95.0%	Leaning supportive context, trend rising AI impact: Sells AI to its customers, tailwind
MSFT Microsoft Corporation Software Followed AI platforms AI software	$524.92 +0.74%	+0.74%	100th	+16.4%	−0.1%	Leaning supportive context, trend rising, narratives mixed AI impact: Supplies what AI runs on, tailwind
IONQ IonQ Inc. IT services Re-underwrite / risk	$31.19 +0.10%	+0.10%	2nd	−382.4%	−29.7%	Leaning adverse context, trend falling AI impact: AI is not material to it, not material
RUM RUM Group Inc. Internet Re-underwrite / risk	$5.62 +1.39%	+1.39%	3rd	−123.6%	+10.2%	Leaning adverse context, trend falling AI impact: Supplies what AI runs on, tailwind
ORCL Oracle Corporation Software Re-underwrite / risk AI platforms	$126.12 +0.46%	+0.46%	7th	−46.7%	−47.2%	Leaning adverse context, trend falling AI impact: Sells AI to its customers, tailwind
AMBA Ambarella Inc. Semiconductors Re-underwrite / risk	$66.30 +5.04%	+5.04%	11th	−19.5%	−18.4%	Mixed context, trend falling, sector cycle semiconductor production: expansion AI impact: Supplies what AI runs on, tailwind
AEVA Aeva Technologies, Inc. Sensing & perception Re-underwrite / risk Followed Robotics	$10.22 +3.44%	+3.44%	12th	−675.1%	−14.1%	Mixed context, trend falling, sector cycle automotive & mobility: contraction, narratives supportive
COUR Coursera Inc. Software Re-underwrite / risk	$5.08 +0.20%	+0.20%	14th	−8.3%	−41.1%	Leaning adverse context, trend falling AI impact: Exposed to AI disruption, headwind
ASAN Asana Inc. Software Re-underwrite / risk	$11.92 +3.65%	+3.65%	16th	−8.8%	−40.0%	Leaning supportive context, trend rising AI impact: Sells AI to its customers, cuts both ways
AZTA Azenta Inc. Semiconductor equipment Re-underwrite / risk	$36.50 +1.36%	+1.36%	31st	−0.9%	+15.5%	Supportive context, trend rising, sector cycle semiconductor production: expansion AI impact: AI is not material to it, not material
APLD Applied Digital Corporation Data processing Re-underwrite / risk	$18.24 −4.45%	−4.45%	43rd	−583.6%	−29.7%	Adverse context, trend falling, sector cycle ai infrastructure capex: saturation AI impact: Supplies what AI runs on, tailwind
SNOW Snowflake Inc. Software Re-underwrite / risk AI software	$325.43 +3.65%	+3.65%	46th	−8.2%	+23.5%	Neutral context, trend mixed AI impact: Sells AI to its customers, cuts both ways
AMZN Amazon Com Inc Internet & cloud Re-underwrite / risk Followed AI platforms	$248.78 −0.64%	−0.64%	62nd	−4.0%	+2.0%	Leaning adverse context, trend mixed, narratives adverse AI impact: Supplies what AI runs on, tailwind
QCOM QUALCOMM Incorporated Communications equipment Re-underwrite / risk	$175.71 +1.67%	+1.67%	67th	+16.3%	+3.9%	Neutral context, trend mixed, sector cycle consumer product: slowdown, turning AI impact: Supplies what AI runs on, tailwind
AVT Avnet Inc. Electronics distribution Re-underwrite / risk	$88.08 −0.63%	−0.63%	85th	−1.5%	+110.6%	Leaning supportive context, trend mixed, sector cycle semiconductor production: expansion AI impact: AI is not material to it, not material
NVTS Navitas Semiconductor Corporation Semiconductors Re-underwrite / risk	$8.44 −0.59%	−0.59%	88th	−260.0%	−13.7%	Mixed context, trend falling, sector cycle semiconductor production: expansion AI impact: Supplies what AI runs on, tailwind
NET Cloudflare Inc. Cybersecurity Re-underwrite / risk	$327.88 +7.99%	+7.99%	89th	−6.3%	+37.1%	Leaning supportive context, trend rising AI impact: Supplies what AI runs on, cuts both ways
INTC Intel Corporation Semiconductors Re-underwrite / risk	$86.64 +1.34%	+1.34%	90th	+0.8%	+200.7%	Leaning supportive context, trend mixed, sector cycle semiconductor production: expansion AI impact: Exposed to AI disruption, headwind
QMCO Quantum Corporation Computer hardware Re-underwrite / risk	$17.51 +3.12%	+3.12%	97th	−7.2%	+236.0%	Neutral context, trend mixed AI impact: Supplies what AI runs on, tailwind
TSLA Tesla, Inc. Robots & automation Re-underwrite / risk Robotics	$372.45 −0.57%	−0.57%	100th	−1.0%	−22.3%	Mixed context, trend mixed, sector cycle automotive & mobility: contraction, narratives supportive AI impact: Sells AI to its customers, tailwind
DNN Denison Mines Corp. Uranium & nuclear fuel Followed Power & minerals	$2.17 +0.46%	+0.46%	Its financial statements are not filed in a form we measure	—	−18.3%	Mixed context, trend falling, sector cycle uranium: expansion, narratives supportive
FCX Freeport-mcmoran Inc Critical minerals Power & minerals	$65.37 +1.21%	+1.21%	Too little cash-flow data	—	+69.1%	Leaning supportive context, trend mixed, sector cycle copper: expansion, narratives no recent evidence AI impact: Supplies what AI runs on, tailwind
GEV GE Vernova Inc. Power equipment & grid Followed Power & minerals	$813.00 −1.74%	−1.74%	No usable valuation history	—	+62.7%	Mixed context, trend falling, sector cycles power demand: expansion · ai infrastructure capex: saturation, narratives supportive AI impact: Supplies what AI runs on, tailwind
PDD PDD Holdings Inc. Technology Followed	$79.00 −0.21%	−0.21%	Its financial statements are not filed in a form we measure	—	−42.2%	Leaning adverse context, trend falling
TSM Taiwan Semiconductor Manufacturing Company Ltd. Technology Followed AI compute	$417.49 +1.25%	+1.25%	Its financial statements are not filed in a form we measure	—	+53.1%	Leaning supportive context, trend mixed, sector cycle semiconductor production: expansion, narratives too little evidence yet
USAR USA Rare Earth, Inc. Critical minerals Re-underwrite / risk Followed Power & minerals	$9.31 −3.32%	−3.32%	Too little reported history, No usable valuation history, Too little cash-flow data	—	−27.6%	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 Followed Power & minerals	$7.52 −2.21%	−2.21%	Too little cash-flow data	—	−46.2%	Mixed context, trend falling, sector cycle uranium: expansion, narratives supportive AI impact: Supplies what AI runs on, tailwind

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.