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.

64 companies · measured 10 Oct 2026 · prices as of 8:00 PM ET, 9 Oct

Market backdrop Mood Neutral (45) Stress Elevated Cycle health 40/100 Market signals →

Showing 2 of 64

Company	Price	Today	Valuation vs own history	Cash margin	12-month trend	Signals
CRM Salesforce Inc. Software Potential opportunity	$228.83 +0.45%	+0.45%	10th	+26.1%	−11.1%	Supportive context, trend rising, narratives supportive AI impact: Sells AI to its customers, cuts both ways
NOW ServiceNow Inc. Software Potential opportunity	$141.30 +1.11%	+1.11%	15th	+16.3%	−27.1%	Supportive context, trend rising, narratives supportive AI impact: Sells AI to its customers, tailwind
SNPS Synopsys Inc. Software Potential opportunity	$509.52 +2.37%	+2.37%	20th	+19.1%	−4.2%	Leaning supportive context, trend rising AI impact: Sells AI to its customers, tailwind
VRT Vertiv Holdings LLC Power equipment & grid Potential opportunity	$242.85 −0.36%	−0.36%	20th	+25.1%	+25.3%	Mixed context, trend falling, sector cycle ai infrastructure capex: saturation, narratives supportive AI impact: Supplies what AI runs on, tailwind
NVDA NVIDIA Corporation Semiconductors Potential opportunity	$229.33 −0.50%	−0.50%	20th	+39.5%	+13.1%	Mixed context, trend rising, sector cycle ai infrastructure capex: saturation, narratives adverse AI impact: Supplies what AI runs on, tailwind
ADBE Adobe Inc. Software Potential opportunity	$242.25 +0.50%	+0.50%	5th	+32.8%	−29.5%	Leaning adverse context, trend falling, narratives no recent evidence AI impact: Sells AI to its customers, tailwind
INTU Intuit Inc. Software Potential opportunity	$302.00 −0.62%	−0.62%	5th	+30.8%	−58.3%	Leaning adverse context, trend falling AI impact: Sells AI to its customers, tailwind
JKHY Jack Henry & Associates Inc. IT services Potential opportunity	$149.31 +0.17%	+0.17%	8th	+26.0%	−2.4%	Leaning adverse context, trend falling AI impact: AI is not material to it, not material
CNXC Concentrix Corporation Business services Potential opportunity	$25.95 −4.14%	−4.14%	9th	+4.8%	−35.6%	Leaning adverse context, trend falling AI impact: Exposed to AI disruption, headwind
ISRG Intuitive Surgical Inc Robots & automation Potential opportunity	$423.80 +2.02%	+2.02%	16th	+21.6%	−23.9%	Leaning adverse context, trend mixed, narratives adverse AI impact: Sells AI to its customers, tailwind
MBLY Mobileye Global Inc. Sensing & perception	$7.12 +0.81%	+0.81%	3rd	+3.6%	−43.8%	Adverse context, trend falling, sector cycle automotive & mobility: contraction, narratives adverse AI impact: Sells AI to its customers, tailwind
ZS Zscaler Inc. Cybersecurity	$234.01 +7.93%	+7.93%	19th	+0.9%	−39.8%	Leaning supportive context, trend rising AI impact: Sells AI to its customers, cuts both ways
IBM International Business Machines Corporation Computer hardware	$226.84 +0.10%	+0.10%	34th	+17.2%	−26.6%	Leaning adverse context, trend falling AI impact: Sells AI to its customers, tailwind
MU Micron Technology Inc. Semiconductors	$1,028.50 −0.71%	−0.71%	44th	+43.3%	+376.4%	Mixed context, trend rising, sector cycle ai infrastructure capex: saturation, narratives too little evidence yet AI impact: Supplies what AI runs on, tailwind
EQT EQT Corp Natural gas	$52.83 −0.21%	−0.21%	47th	+38.6%	−8.3%	Neutral context, trend mixed, sector cycle natural gas: contraction, turning
CEG Constellation Energy Corp Nuclear & power generation	$298.12 +4.58%	+4.58%	49th	—	−32.2%	Supportive context, trend rising, sector cycle power demand: expansion, narratives supportive AI impact: Supplies what AI runs on, tailwind
VST Vistra Corp. Nuclear & power generation	$161.02 +3.12%	+3.12%	49th	+11.2%	−26.1%	Supportive context, trend rising, sector cycle power demand: expansion, narratives supportive AI impact: Supplies what AI runs on, tailwind
META Meta Platforms Inc. Internet	$717.68 −0.45%	−0.45%	61st	+7.0%	+12.2%	Mixed context, trend rising, narratives adverse AI impact: Sells AI to its customers, cuts both ways
AMD Advanced Micro Devices Inc. Semiconductors	$608.49 −1.96%	−1.96%	69th	+15.8%	+138.9%	Mixed context, trend rising, sector cycle ai infrastructure capex: saturation, narratives no clear direction AI impact: Supplies what AI runs on, tailwind
AVGO Broadcom Inc. Semiconductors	$362.25 +0.59%	+0.59%	72nd	+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
ROK Rockwell Automation, Inc Robots & automation	$432.59 −0.36%	−0.36%	75th	+15.8%	+19.8%	Leaning adverse context, trend mixed, sector cycle machinery production: expansion, turning, narratives adverse AI impact: AI is not material to it, not material
CGNX Cognex Corp Sensing & perception	$62.92 +3.30%	+3.30%	77th	+20.1%	+47.5%	Mixed context, trend rising, sector cycle machinery production: expansion, turning, narratives adverse AI impact: Sells AI to its customers, tailwind
DDOG Datadog Inc. Software	$292.46 +6.82%	+6.82%	84th	+9.1%	+68.2%	Leaning supportive context, trend rising AI impact: Sells AI to its customers, tailwind
PLTR Palantir Technologies Inc. Software	$208.73 +5.01%	+5.01%	84th	+41.0%	−6.7%	Supportive context, trend rising, narratives supportive AI impact: Sells AI to its customers, tailwind
DELL Dell Technologies Inc. Computer hardware	$586.10 +2.01%	+2.01%	85th	+5.2%	+235.1%	Mixed context, trend rising, sector cycle ai infrastructure capex: saturation AI impact: Supplies what AI runs on, tailwind
WDC Western Digital Corporation Computer hardware	$395.73 +0.61%	+0.61%	85th	+25.6%	+203.1%	Adverse context, trend falling, sector cycle ai infrastructure capex: saturation AI impact: Supplies what AI runs on, tailwind
APH Amphenol Corporation Electronic components	$87.24 +2.25%	+2.25%	87th	+15.7%	+21.8%	Mixed context, trend rising, sector cycle ai infrastructure capex: saturation AI impact: Supplies what AI runs on, tailwind
AAPL Apple Inc. Computer hardware	$336.08 −1.27%	−1.27%	89th	+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
HPE Hewlett Packard Enterprise Company Computer hardware	$73.68 +3.77%	+3.77%	90th	+8.0%	+166.3%	Mixed context, trend rising, sector cycle ai infrastructure capex: saturation AI impact: Supplies what AI runs on, tailwind
LRCX Lam Research Corporation Semiconductor equipment	$318.51 −0.65%	−0.65%	90th	+19.4%	+109.6%	Mixed context, trend rising, sector cycles semiconductor production: slowdown, turning · ai infrastructure capex: saturation, narratives no clear direction AI impact: Supplies what AI runs on, tailwind
TSLA Tesla, Inc. Robots & automation	$382.73 +2.06%	+2.06%	90th	+1.9%	−22.3%	Adverse context, trend mixed, sector cycle automotive & mobility: contraction, narratives adverse AI impact: Sells AI to its customers, tailwind
STX Seagate Technology Holdings PLC Computer hardware	$780.24 +0.70%	+0.70%	92nd	+23.7%	+262.6%	Leaning adverse context, trend mixed, sector cycle ai infrastructure capex: saturation AI impact: Supplies what AI runs on, tailwind
ADI Analog Devices Inc. Semiconductors	$408.63 +0.67%	+0.67%	93rd	+33.0%	+71.6%	Leaning supportive context, trend rising, sector cycle semiconductor production: slowdown, turning AI impact: Supplies what AI runs on, cuts both ways
AMAT Applied Materials Inc. Semiconductors	$507.07 −0.49%	−0.49%	95th	+16.0%	+120.6%	Mixed context, trend rising, sector cycles semiconductor production: slowdown, turning · ai infrastructure capex: saturation, narratives no clear direction AI impact: Supplies what AI runs on, tailwind
BE Bloom Energy Corp Power equipment & grid	$279.16 +2.32%	+2.32%	95th	—	+109.6%	Supportive context, trend rising, sector cycles power demand: expansion · ai infrastructure capex: saturation, narratives supportive AI impact: Supplies what AI runs on, tailwind
TXN Texas Instruments Incorporated Semiconductors	$284.30 −1.35%	−1.35%	95th	+25.4%	+76.4%	Leaning supportive context, trend rising, sector cycle semiconductor production: slowdown, turning AI impact: AI is not material to it, not material
FTNT Fortinet Inc. Cybersecurity	$194.75 +2.99%	+2.99%	97th	+38.6%	+106.8%	Leaning supportive context, trend rising AI impact: Supplies what AI runs on, cuts both ways
MRVL Marvell Technology Inc. Semiconductors	$274.71 +0.02%	+0.02%	98th	+9.5%	+182.3%	Mixed context, trend rising, sector cycle ai infrastructure capex: saturation AI impact: Supplies what AI runs on, tailwind
CRWD CrowdStrike Holdings Inc. Cybersecurity	$275.53 +4.76%	+4.76%	98th	+7.0%	+95.0%	Leaning supportive context, trend rising AI impact: Sells AI to its customers, tailwind
KLAC KLA Corporation Semiconductor equipment	$195.58 −0.58%	−0.58%	98th	+25.5%	+62.1%	Mixed context, trend rising, sector cycles semiconductor production: slowdown, turning · ai infrastructure capex: saturation AI impact: Supplies what AI runs on, tailwind
MSFT Microsoft Corporation Software	$535.00 +2.37%	+2.37%	100th	+16.4%	−0.1%	Leaning supportive context, trend rising, narratives mixed AI impact: Supplies what AI runs on, tailwind
PANW Palo Alto Networks Inc. Cybersecurity	$419.00 +5.14%	+5.14%	100th	+20.0%	+80.4%	Leaning supportive context, trend rising AI impact: Sells AI to its customers, headwind
AMZN Amazon Com Inc Internet & cloud Re-underwrite / risk	$262.53 +3.33%	+3.33%	5th	−4.0%	+2.0%	Mixed context, trend rising, narratives adverse AI impact: Supplies what AI runs on, tailwind
RUM RUM Group Inc. Internet Re-underwrite / risk	$6.96 −0.57%	−0.57%	5th	−123.6%	+10.2%	Neutral context, trend mixed AI impact: Supplies what AI runs on, tailwind
IONQ IonQ Inc. IT services Re-underwrite / risk	$39.82 +0.93%	+0.93%	10th	−382.4%	−29.7%	Leaning adverse context, trend falling AI impact: AI is not material to it, not material
ASAN Asana Inc. Software Re-underwrite / risk	$9.95 +0.81%	+0.81%	13th	−8.8%	−40.0%	Leaning supportive context, trend rising AI impact: Sells AI to its customers, cuts both ways
ORCL Oracle Corporation Software Re-underwrite / risk	$141.55 +4.32%	+4.32%	13th	−46.7%	−47.2%	Leaning adverse context, trend falling AI impact: Sells AI to its customers, tailwind
AMBA Ambarella Inc. Semiconductors Re-underwrite / risk	$67.46 +7.27%	+7.27%	15th	−19.5%	−18.4%	Leaning adverse context, trend falling, sector cycle semiconductor production: slowdown, turning AI impact: Supplies what AI runs on, tailwind
COUR Coursera Inc. Software Re-underwrite / risk	$5.16 −2.09%	−2.09%	16th	−8.3%	−41.1%	Leaning adverse context, trend falling AI impact: Exposed to AI disruption, headwind
AEVA Aeva Technologies, Inc. Sensing & perception Re-underwrite / risk	$13.79 +0.73%	+0.73%	25th	−675.1%	−14.1%	Adverse context, trend falling, sector cycle automotive & mobility: contraction, narratives adverse
AZTA Azenta Inc. Semiconductor equipment Re-underwrite / risk	$37.72 +4.78%	+4.78%	31st	−0.9%	+15.5%	Leaning supportive context, trend rising, sector cycle semiconductor production: slowdown, turning AI impact: AI is not material to it, not material
APLD Applied Digital Corporation Data processing Re-underwrite / risk	$23.59 −1.09%	−1.09%	57th	−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	$368.90 +7.43%	+7.43%	61st	−8.2%	+23.5%	Leaning supportive context, trend rising AI impact: Sells AI to its customers, cuts both ways
QCOM QUALCOMM Incorporated Communications equipment Re-underwrite / risk	$175.40 −0.35%	−0.35%	72nd	+16.3%	+3.9%	Leaning supportive context, trend rising, sector cycle consumer product: slowdown, turning AI impact: Supplies what AI runs on, tailwind
NVTS Navitas Semiconductor Corporation Semiconductors Re-underwrite / risk	$10.80 −1.21%	−1.21%	88th	−260.0%	−13.7%	Leaning adverse context, trend falling, sector cycle semiconductor production: slowdown, turning AI impact: Supplies what AI runs on, tailwind
AVT Avnet Inc. Electronics distribution Re-underwrite / risk	$99.16 −0.40%	−0.40%	90th	−1.5%	+110.6%	Leaning supportive context, trend rising, sector cycle semiconductor production: slowdown, turning AI impact: AI is not material to it, not material
NET Cloudflare Inc. Cybersecurity Re-underwrite / risk	$361.80 +5.82%	+5.82%	90th	−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	$104.43 −2.48%	−2.48%	95th	+0.8%	+200.7%	Leaning supportive context, trend rising, sector cycle semiconductor production: slowdown, turning AI impact: Exposed to AI disruption, headwind
QMCO Quantum Corporation Computer hardware Re-underwrite / risk	$30.50 +4.52%	+4.52%	98th	−7.2%	+236.0%	Leaning supportive context, trend rising AI impact: Supplies what AI runs on, tailwind
DNN Denison Mines Corp. Uranium & nuclear fuel	$2.43 +2.97%	+2.97%	Its financial statements are not filed in a form we measure	—	−18.3%	Mixed context, trend falling, sector cycle uranium: expansion, turning, narratives supportive
FCX Freeport-mcmoran Inc Critical minerals	$73.68 +3.57%	+3.57%	Too little cash-flow data	—	+69.1%	Supportive context, trend rising, sector cycle copper: expansion, narratives no recent evidence AI impact: Supplies what AI runs on, tailwind
GEV GE Vernova Inc. Power equipment & grid	$1,003.07 +0.37%	+0.37%	No usable valuation history	—	+62.7%	Supportive context, trend rising, sector cycles power demand: expansion · ai infrastructure capex: saturation, narratives supportive AI impact: Supplies what AI runs on, tailwind
USAR USA Rare Earth, Inc. Critical minerals Re-underwrite / risk	$12.58 −0.40%	−0.40%	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	$9.96 +0.20%	+0.20%	Too little cash-flow data	—	−46.2%	Mixed context, trend falling, sector cycle uranium: expansion, turning, 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.