Weekly Market Notes

Current week snapshot — MA alignment, squeeze setups, and watchlist status.

Run python weekly_snapshot.py each week to refresh. History is in git.


Week of Sep 14 2026

4/4 Aligned — 109 names

Universe (74): A, AAMI, AAPL, ABBV, ABNB, ACAD, ADP, AMD, AME, ANET, APH, BE, BRK-B, CDE, CF, CGNX, CHRD, CME, COP, CRM, CTAS, DVN, EMR, ETN, ETON, EXEL, EXPD, FAST, FCX, FFIV, HAE, HL, HOOD, IDCC, ILMN, INCY, JNJ, JPM, KEYS, KRYS, MA, MANH, MATX, MEDP, META, MRK, MRVL, MSFT, MU, NEM, NTAP, NUE, NVDA, NVT, PAYC, PLTR, QRVO, REGN, RRC, SCCO, SCHW, TER, TMO, TRV, TSM, USLM, V, VCTR, VEEV, VRSN, VRTX, WPM, WST, ZBRA

Watchlist (35): BIIB, BIO, BMRN, CLS, CNC, COPX, COR, CPAY, CRWD, DDS, DE, DELL, DT, FIVE, GCT, GTLB, LITE, LNG, MDT, NET, NTNX, NTRS, OSCR, P, QCRH, REPX, RVTY, SLAB, SMCI, SNOW, SSNC, TEAM, TGTX, W, WAT

3/4 Near-Aligned — 69 names

ADI, ALL, AMG, AMGN, AMZN, APO, ATRO, BILL, BLK, BMY, CB, CMG, COHR, DAVE, DLB, DRI, DUOL, DXCM, ECL, ENTG, EXPE, FHI, FIX, FORM, FROG, FTNT, GLBE, GLD, GLW, HIG, IBKR, ICE, INTC, IOT, IT, ITW, JAZZ, JKHY, JLL, LGND, MCO, MDB, MELI, MKTX, MMM, MSGS, MXL, NDAQ, NOW, PANW, PCTY, PGR, PGY, PH, PKG, PWR, QCOM, QLYS, RJF, RPRX, RTX, S, SITM, TILE, URGN, VIRT, WDAY, WSM, WTW

Tightest Coils — FullCoil ≤ 5%

TickerMAFullCoilST GapVolSlope
PG[U]0/41.0%0.1%0.9x
XEL[W]1/41.1%1.1%1.1x
RYN[W]0/41.9%1.0%1.8x
RCL[W]0/41.9%1.3%1.1x
DHI[U]0/42.1%1.3%0.9x
PHM[U]0/42.1%2.1%0.8x
FERG[W]1/42.1%0.2%0.6x
ZWS[U]1/42.2%0.4%0.9x
WEC[W]0/42.2%1.8%0.9x
BRK-B[U]4/42.3%1.6%1.0x
RRC[U]4/42.5%0.2%0.9x
MSCI[U]0/42.7%1.3%0.6x
ECL[U]3/42.8%2.8%1.0x
DDS[W]4/42.8%1.8%1.5x
CSL[U]0/42.9%0.2%2.0x
AXP[U]1/43.0%2.1%0.9x
TOL[U]1/43.2%1.2%0.8x
SHW[U]0/43.4%3.4%0.8x
NEE[W]1/43.4%2.0%1.1x
APO[W]3/43.4%0.0%0.6x

Notes

Weekly observations — what to watch, what is coiling, what to avoid.

Disclaimer: For informational purposes only. Not financial advice.

Tier Movements — Week over Week

Improved: AAPL (◇ Trend Intact → ✦ Fully Stacked), BRK-B (◇ Trend Intact → ✦ Fully Stacked), EXEL (◇ Trend Intact → ✦ Fully Stacked), ANET (◇ Trend Intact → ✦ Fully Stacked), DVN (All4 (unordered) → ✦ Fully Stacked), NTAP (◇ Trend Intact → ✦ Fully Stacked), NET (MA100+MA200 → ✦ Fully Stacked), SMCI (All4 (unordered) → ✦ Fully Stacked), QCRH (◇ Trend Intact → ✦ Fully Stacked), MA (MA100+MA200 → ◇ Trend Intact), VEEV (All4 (unordered) → ◇ Trend Intact), PCTY (MA100+MA200 → ◇ Trend Intact), WST (MA100+MA200 → ◇ Trend Intact), RRC (All4 (unordered) → ◇ Trend Intact), ETN (MA100+MA200 → ◇ Trend Intact), MEDP (MA100+MA200 → ◇ Trend Intact), FFIV (MA100+MA200 → ◇ Trend Intact), AMD (MA200 only → ◇ Trend Intact), META (MA50+100 → All4 (unordered)), MRVL (MA100+MA200 → All4 (unordered)), DLB (MA100+MA200 → All4 (unordered)), NVT (MA200 only → All4 (unordered)), TER (MA200 only → All4 (unordered)), KEYS (MA200 only → All4 (unordered)), CLS (MA20 only → All4 (unordered)), LITE (MA100+MA200 → All4 (unordered)), ADI (MA200 only → MA50), FIX (MA200 only → MA50), GLW (MA200 only → MA50), FORM (Below all → MA50), MXL (MA200 only → MA50), PWR (MA200 only → MA50), SITM (MA200 only → MA50), INTC (MA200 only → MA50), COHR (MA200 only → MA50), NXPI (Below all → MA20 only), CRUS (Below all → MA20 only), FSLR (Below all → MA20 only), RDDT (Below all → MA20 only), AEIS (Below all → MA20 only), MKSI (Below all → MA20 only), ON (Below all → MA20 only), WING (Below all → MA20 only), TLN (Below all → MA20 only), AMSC (Below all → MA20 only), GFS (Below all → MA20 only), AIP (Below all → MA20 only), USLM (Below all → MA100+MA200), VIAV (Below all → MA200 only)

Dropped: MSFT (✦ Fully Stacked → ◇ Trend Intact), NVDA (✦ Fully Stacked → ◇ Trend Intact), V (✦ Fully Stacked → ◇ Trend Intact), JNJ (✦ Fully Stacked → ◇ Trend Intact), MRK (✦ Fully Stacked → ◇ Trend Intact), PAYC (✦ Fully Stacked → ◇ Trend Intact), TRV (✦ Fully Stacked → ◇ Trend Intact), ALL (✦ Fully Stacked → MA100+MA200), FDS (✦ Fully Stacked → MA100+MA200), MANH (✦ Fully Stacked → ◇ Trend Intact), INCY (✦ Fully Stacked → ◇ Trend Intact), TSM (✦ Fully Stacked → All4 (unordered)), AAMI (✦ Fully Stacked → ◇ Trend Intact), VRTX (✦ Fully Stacked → ◇ Trend Intact), ILMN (✦ Fully Stacked → ◇ Trend Intact), HAE (✦ Fully Stacked → ◇ Trend Intact), SNOW (✦ Fully Stacked → ◇ Trend Intact), CRWD (✦ Fully Stacked → ◇ Trend Intact), DT (✦ Fully Stacked → ◇ Trend Intact), TEAM (✦ Fully Stacked → ◇ Trend Intact), BIO (✦ Fully Stacked → ◇ Trend Intact), RVTY (✦ Fully Stacked → ◇ Trend Intact), CPAY (✦ Fully Stacked → ◇ Trend Intact), AMG (✦ Fully Stacked → MA100+MA200), LNG (✦ Fully Stacked → ◇ Trend Intact), PGY (✦ Fully Stacked → MA100+MA200), BMY (✦ Fully Stacked → MA100+MA200), BIIB (✦ Fully Stacked → ◇ Trend Intact), RPRX (✦ Fully Stacked → MA100+MA200), BMRN (✦ Fully Stacked → ◇ Trend Intact), EW (◇ Trend Intact → Below all), NDAQ (◇ Trend Intact → MA100+MA200), PAYX (◇ Trend Intact → MA100+MA200), IBKR (◇ Trend Intact → MA100+MA200), FHI (◇ Trend Intact → MA100+MA200), BLK (◇ Trend Intact → MA100+MA200), VIRT (◇ Trend Intact → MA100+MA200), DXCM (◇ Trend Intact → MA100+MA200), RELY (◇ Trend Intact → MA200 only), EXPE (◇ Trend Intact → MA100+MA200), QLYS (◇ Trend Intact → MA100+MA200), TILE (◇ Trend Intact → MA100+MA200), RJF (◇ Trend Intact → MA100+MA200), DRI (◇ Trend Intact → MA100+MA200), JLL (◇ Trend Intact → MA100+MA200), IOT (◇ Trend Intact → MA100+MA200), URGN (◇ Trend Intact → MA100+MA200), CHKP (◈ Intermediate → Below all), DOCS (◈ Intermediate → Below all), HUBS (◈ Intermediate → Below all), VNT (◈ Intermediate → Below all), PG (All4 (unordered) → MA20 only), TMO (All4 (unordered) → MA100+MA200), NOW (All4 (unordered) → MA100+MA200), TYL (All4 (unordered) → Below all), AJG (All4 (unordered) → MA100+MA200), SPGI (All4 (unordered) → Below all), ICE (All4 (unordered) → MA100+MA200), CME (All4 (unordered) → MA100+MA200), TRI (All4 (unordered) → MA100+MA200), JKHY (All4 (unordered) → MA100+MA200), WPM (All4 (unordered) → MA100+MA200), NEM (All4 (unordered) → MA100+MA200), HL (All4 (unordered) → MA100+MA200), CDE (All4 (unordered) → MA100+MA200), REGN (All4 (unordered) → MA100+MA200), CEG (All4 (unordered) → MA50+100), DUOL (All4 (unordered) → MA100+MA200), CMG (All4 (unordered) → MA100+MA200), MELI (All4 (unordered) → MA100+MA200), DFIN (All4 (unordered) → MA100+MA200), COR (All4 (unordered) → MA100+MA200), SSNC (All4 (unordered) → MA100+MA200), MDT (All4 (unordered) → MA100+MA200), ACN (MA50+100 → Below all), CPRT (MA50+100 → Below all), EQT (MA50+100 → Below all), COIN (MA50+100 → Below all), ORCL (MA50 → Below all), CCJ (MA50 → Below all), NLR (MA50 → Below all), VST (MA50 → MA20 only), CENX (MA50 → Below all), PODD (MA20 only → Below all), MKL (MA20 only → Below all), NRG (MA20 only → Below all), UPWK (MA20 only → Below all), FVRR (MA20 only → Below all), APTV (MA20 only → Below all), LLY (MA100+MA200 → MA200 only), DHR (MA100+MA200 → Below all), BRO (MA100+MA200 → Below all), NVO (MA100+MA200 → Below all), CBOE (MA100+MA200 → Below all), BR (MA100+MA200 → Below all), JBHT (MA100+MA200 → MA200 only), STX (MA100+MA200 → MA200 only), MTD (MA100+MA200 → Below all), ACGL (MA100+MA200 → Below all), CHD (MA100+MA200 → Below all), KMB (MA100+MA200 → Below all), SHW (MA100+MA200 → Below all), GWW (MA100+MA200 → MA200 only), AYI (MA100+MA200 → MA200 only), GE (MA100+MA200 → MA200 only), UBER (MA100+MA200 → Below all), BKNG (MA100+MA200 → Below all), ASML (MA100+MA200 → MA200 only), ADBE (MA100+MA200 → Below all), ABT (MA100+MA200 → Below all), SHOP (MA100+MA200 → Below all), RMD (MA100+MA200 → Below all), GWRE (MA100+MA200 → Below all), AXON (MA100+MA200 → Below all), ZS (MA100+MA200 → Below all), APD (MA100+MA200 → MA200 only), ETSY (MA100+MA200 → MA200 only), KKR (MA100+MA200 → Below all), TXRH (MA100+MA200 → MA200 only), ZM (MA100+MA200 → MA200 only), LRN (MA200 only → Below all), MSCI (MA200 only → Below all), XPO (MA200 only → Below all), CL (MA200 only → Below all), HWM (MA200 only → Below all), VRT (MA200 only → Below all), HEI (MA200 only → Below all), VCYT (MA200 only → Below all), CSL (MA200 only → Below all), GRBK (MA200 only → Below all), AAOI (MA200 only → Below all)

Watchlist Status

TickerPriceMAGradeBlockersThesis
BIIB$217.154/4ADebt/EV 0.215 / ROE/ROA ROE 4.6% / ROA 5.2%Biogen — neuroscience pure-play; Leqembi (lecanemab, w/ Eisai) first a…
BIO$369.324/4BROE/ROA ROE 3.1% / ROA 1.7%Bio-Rad Laboratories — PCR/qPCR instruments, gel electrophoresis, west…
BMRN$65.684/4BDebt/EV 0.262 / Net Margin 2.1% / ROE/ROA ROE 1.2% / ROA 3.3%BioMarin Pharmaceutical — rare disease enzyme-replacement-therapy spec…
CLS$346.554/4AOp Margin 9.8%Celestica — AI infra contract manufacturer (servers, networking), ROE …
CNC$66.424/4BDebt/EV 0.751 / Op Margin 3.8% / Net Margin -2.8% / ROE/ROA ROE -20.4% / ROA 2.5%Centene Corporation — #2 US Medicaid managed care (behind UNH); govnt-…
COPX$88.534/4ETFGlobal X Copper Miners ETF — AUM $8.0B; copper = AI datacenter + grid …
COR$321.574/4BOp Margin 1.4% / Net Margin 0.8%Cencora (fmr AmerisourceBergen) — #2 US pharmaceutical distributor (Mc…
CPAY$408.224/4A+Debt/EV 0.309Corpay (formerly FleetCor) — V/MA-like toll economics on corporate pay…
CRWD$206.744/4BOp Margin -2.3% / Net Margin 0.8% / ROE/ROA ROE 1.5% / ROA -0.8% / P/E 130.2xCrowdStrike — cloud-native endpoint + identity + cloud security platfo…
DDS$650.574/4BOp Margin 8.1%Dillard's — regional/mid-tier department store retailer (Southeast/Mid…
DE$675.744/4BDebt/EV 0.218Deere & Company — agricultural + construction equipment leader; precis…
DELL$567.294/4BROE/ROA ROE None% / ROA 8.6%Dell Technologies — largest US server + PC + storage vendor; ISG (Infr…
DT$51.074/4AROE/ROA ROE 5.9% / ROA 4.2%Dynatrace — AI-powered observability platform (infrastructure + APM + …
FIVE$244.604/4BOp Margin 8.9%Five Below — value retailer, $1-5 (now up to $10+) price-point discret…
GCT$51.874/4BDebt/EV 0.256GigaCloud Technology — B2B marketplace for large-parcel goods (furnitu…
GTLB$46.994/4BOp Margin -11.5% / Net Margin -5.0% / ROE/ROA ROE -5.7% / ROA -2.5%GitLab — complete DevSecOps platform (source control + CI/CD + securit…
LITE$927.034/4ANet Margin -230.1% / ROE/ROA ROE -240.0% / ROA 5.8%Lumentum — photonics/optical components (datacenter transceivers + 3D …
LNG$278.344/4ADebt/EV 0.312Cheniere Energy — largest US LNG export terminal operator (Sabine Pass…
MDT$90.964/4BDebt/EV 0.205Medtronic — largest pure-play medtech (cardiac rhythm mgmt, spine/neur…
NET$306.534/4BOp Margin -7.6% / Net Margin -8.2% / ROE/ROA ROE -14.4% / ROA -2.0% / P/E 185.6xCloudflare — global network infrastructure platform; CDN + DDoS protec…
NTNX$65.924/4A+Passes all filters —[LOCKED] Nutanix — hyperconverged infrastructure (HCI) software, priva…
NTRS$189.194/4ADebt/EV 0.394 / FCF Yield missing (no data relief)Northern Trust — UHNW wealth management + global asset servicing (cust…
OSCR$32.774/4BDebt/EV 0.244 / Op Margin 8.0% / Net Margin 3.6%Oscar Health — tech-enabled ACA health insurer (individual + small gro…
P$98.184/4BOp Margin -18.5% / FCF Yield -0.4%Everpure (formerly Pure Storage / PSTG) — all-flash storage platform f…
QCRH$102.574/4ADebt/EV 0.408 / FCF Yield missing (no data relief)QCR Holdings — Midwest community bank holding company (Quad Cities IA/…
REPX$43.514/4A+Debt/EV 0.222Riley Exploration Permian — Permian Basin pure-play E&P (conventional …
RVTY$124.314/4BDebt/EV 0.211 / ROE/ROA ROE 3.2% / ROA 2.4%Revvity (formerly PerkinElmer) — life sciences instruments + diagnosti…
SLAB$220.334/4BOp Margin -4.7% / Net Margin -4.6% / ROE/ROA ROE -3.6% / ROA -2.2% / FCF Yield -0.2%Silicon Laboratories — pure-play IoT wireless MCU maker; divested infr…
SMCI$40.104/4BDebt/EV 0.304 / FCF Yield -33.6%Super Micro Computer — high-density AI GPU server systems integrator; …
SNOW$328.994/4BOp Margin -17.0% / Net Margin -20.1% / ROE/ROA ROE -48.1% / ROA -9.0% / P/E 109.7xSnowflake — cloud data warehouse / data cloud platform (separates stor…
SSNC$80.274/4ADebt/EV 0.3SS&C Technologies — fund admin infra, $1.28B FCF, extreme switching co…
TEAM$179.704/4ANet Margin -0.8% / ROE/ROA ROE -4.5% / ROA 3.0%
TGTX$53.894/4AOp Margin 9.0%TG Therapeutics — Briumvi (ublituximab, anti-CD20 MS); faster infusion…
W$98.574/4BDebt/EV 0.224 / Op Margin 3.0% / Net Margin -2.5% / ROE/ROA ROE None% / ROA 5.3%Wayfair — online furniture/home goods marketplace; largest pure-play e…
WAT$408.344/4BOp Margin 9.4% / Net Margin 3.6% / ROE/ROA ROE 1.9% / ROA 3.6% / FCF Yield -0.4%Waters Corporation — premium HPLC + mass spectrometry instruments for …
AMG$355.613/4A+Debt/EV 0.246Affiliated Managers Group — multi-boutique AM (AQR, Tweedy Browne etc.…
AMGN$377.353/4A+Debt/EV 0.229Amgen — top-10 global biopharma; Repatha (PCSK9/cholesterol), Tezspire…
APO$128.983/4BDebt/EV 0.457 / FCF Yield missing (no data relief)Apollo Global Management — ~$700B+ AUM across PE, credit, real assets,…
BILL$47.253/4BDebt/EV 0.472 / Op Margin 9.7% / Net Margin -0.7% / ROE/ROA ROE -0.3% / ROA 0.1%BILL Holdings (formerly Bill.com) — AP/AR automation + spend managemen…
BMY$63.643/4A+Debt/EV 0.274Bristol-Myers Squibb — de-lever + profit growth play; Celgene debt pay…
COHR$305.373/4BROE/ROA ROE 8.0% / ROA 3.4% / FCF Yield -1.1%Coherent Corp — optical components (800G/1.6T datacenter interconnect …
DRI$209.893/4BDebt/EV 0.255Darden Restaurants — Olive Garden + LongHorn + Fine Dining (Capital Gr…
ENTG$140.373/4BROE/ROA ROE 7.7% / ROA 4.1%Entegris — specialty process chemicals + filtration/purification + adv…
FROG$87.183/4BOp Margin -7.1% / Net Margin -7.3% / ROE/ROA ROE -4.9% / ROA -2.9%JFrog — universal artifact repository (Artifactory) + software supply …
GLD$398.773/4ETFSPDR Gold ETF — AUM $150B, gold price proxy; 25% off 6mo highs ($496),…
INTC$102.943/4BNet Margin -19.8% / ROE/ROA ROE -10.7% / ROA 1.4%Intel — x86 architect in foundry transition (Intel 18A); OM/NM/ROE all…
IOT$38.383/4AOp Margin 1.0% / Net Margin 4.9% / ROE/ROA ROE 6.4% / ROA 0.5%Samsara — fleet/IoT SaaS, GM 76%, zero debt, 30% RevG, FCF just turned…
JLL$346.973/4BOp Margin 4.6% / Net Margin 3.6%Jones Lang LaSalle — global #1 commercial real estate services (leasin…
MDB$362.213/4AOp Margin 3.7% / Net Margin 2.1% / ROE/ROA ROE 2.0% / ROA -0.2%
MELI$1897.373/4BOp Margin 6.7%MercadoLibre — dominant Latin American e-commerce marketplace + Mercad…
MSGS$392.073/4BNet Margin 0.7% / ROE/ROA ROE None% / ROA 1.3% / P/E 1225.3xMadison Square Garden Sports Corp — owns the NY Knicks (NBA) + NY Rang…
MXL$74.573/4BOp Margin -2.4% / Net Margin -18.2% / ROE/ROA ROE -21.3% / ROA -4.9%MaxLinear — high-speed analog/mixed-signal semiconductors; PAM4 DSPs f…
PGY$19.973/4ADebt/EV 0.65Pagaya Technologies — AI-powered credit underwriting network; embeds i…
PWR$650.583/4BOp Margin 7.2% / Net Margin 4.0%Quanta Services — dominant grid/electrical infrastructure contractor; …
RJF$173.463/4ADebt/EV 0.259 / FCF Yield missing (no data relief)Raymond James Financial — independent full-service wealth management +…
RPRX$58.613/4BDebt/EV 0.241 / FCF Yield -3.5%Royalty Pharma — largest pharma royalty acquirer; owns royalty rights …
S$19.753/4BOp Margin -22.7% / Net Margin -31.0% / ROE/ROA ROE -23.0% / ROA -7.6%SentinelOne — AI-native cybersecurity platform, direct CrowdStrike com…
SITM$635.663/4BNet Margin 3.0% / ROE/ROA ROE 1.3% / ROA -0.0%SiTime — MEMS-based silicon timing near-monopoly (~70% share) displaci…
URGN$42.313/4BOp Margin 0.2% / Net Margin -51.7% / ROE/ROA ROE None% / ROA -18.1% / FCF Yield -5.2%UroGen Pharma — specialty urology pharma; Jelmyto (mitomycin gel, FDA-…
AAOI$105.362/4BOp Margin -12.9% / Net Margin -9.6% / ROE/ROA ROE -5.4% / ROA -2.7% / FCF Yield -10.1%Applied Optoelectronics — fiber-optic transceiver maker for AI datacen…
APD$291.432/4BDebt/EV 0.214 / Net Margin -0.4% / ROE/ROA ROE 0.0% / ROA 4.7% / FCF Yield -2.3%Air Products — industrial gases, green/blue hydrogen megaproject bet (…
ARM$264.792/4AOp Margin 7.6%Arm Holdings — licenses chip architecture (near-universal in mobile CP…
AROC$32.772/4A+Debt/EV 0.294Archrock — largest US natural gas compression services provider; owns …
CHTR$145.772/4ADebt/EV 0.82Charter Communications — #2 US cable/broadband (Spectrum brand, ~32M p…
COIN$175.262/4BOp Margin -13.9% / Net Margin -16.3% / ROE/ROA ROE -7.8% / ROA 1.1%Coinbase — digital asset exchange, crypto theme proxy; 85.5% gross mar…
DDOG$221.212/4AOp Margin 0.7% / Net Margin 4.5% / ROE/ROA ROE 4.7% / ROA 0.2%Datadog — cloud observability + security platform (infrastructure moni…
DFIN$47.952/4ANet Margin 4.5% / ROE/ROA ROE 8.6% / ROA 11.3%Donnelley Financial Solutions — regulatory compliance SaaS for capital…
ETSY$72.762/4BDebt/EV 0.361 / ROE/ROA ROE None% / ROA 10.5%Etsy — handmade/vintage marketplace; pure two-sided marketplace (no in…
EVTC$29.272/4BDebt/EV 0.459EVERTEC — dominant payment processing network in Puerto Rico (~75% mar…
GEV$957.272/4A+Op Margin 7.5%GE Vernova — picks-and-shovels for entire energy transition; supplies …
LDOS$128.862/4BDebt/EV 0.297Leidos — #1 US defense IT services company; Defense & Intelligence (Do…
LSCC$119.762/4AROE/ROA ROE 4.9% / ROA 3.9%Lattice Semiconductor — low-power FPGAs, 60%+ gross margin, zero debt;…
ONTO$281.262/4AROE/ROA ROE 6.8% / ROA 4.8%Onto Innovation — advanced packaging inspection/metrology; HBM + chipl…
OUST$35.332/4BOp Margin -46.6% / Net Margin -26.0% / ROE/ROA ROE -18.0% / ROA -10.7% / FCF Yield -2.3%Ouster Inc. — digital LiDAR sensors (post-merger with Velodyne 2023); …
PRGS$39.922/4BDebt/EV 0.459Progress Software — serial acquirer of mature enterprise software: Ope…
PYPL$53.722/4ADebt/EV 0.293PayPal — OM 18%, NM 15%, ROE 25%, FCF 11%, P/E 7.8x; D/EV 0.30 only bl…
SBUX$98.742/4BROE/ROA ROE None% / ROA 8.0%Starbucks — global coffeehouse chain, ~40,000 stores; "Back to Starbuc…
SLV$58.122/4ETFiShares Silver ETF — AUM $37B, silver price proxy; 49% off 6mo highs (…
TOST$32.122/4AOp Margin 7.4%Toast — restaurant POS/payments platform; ROE 22.5%, FCF 4%, rev growt…
TTMI$126.442/4BFCF Yield -0.1%TTM Technologies — printed circuit board (PCB) manufacturer with meani…
TXRH$181.222/4BOp Margin 8.5%Texas Roadhouse — steakhouse casual dining chain; managing partner mod…
VIAV$38.752/4BNet Margin -2.0% / ROE/ROA ROE -2.7% / ROA 4.6%Viavi Solutions — network test + measurement + optical security; two d…
VNT$32.172/4BDebt/EV 0.327Vontier Corporation — Fortive 2020 spinoff; Gilbarco Veeder-Root (domi…
ZBH$93.492/4BDebt/EV 0.307 / ROE/ROA ROE 6.4% / ROA 4.0%Zimmer Biomet — orthopedic implants (knee/hip replacement systems) + s…
ZM$95.572/4A+Passes all filters —[LOCKED] Zoom Video — video conferencing + AI Companion + Zoom Contact…
ZS$164.542/4BOp Margin -1.0% / Net Margin -1.9% / ROE/ROA ROE -2.9% / ROA -1.0%Zscaler — zero-trust network security (ZIA + ZPA + ZDX); every enterpr…
AIP$22.691/4BOp Margin -48.5% / Net Margin -46.7% / ROE/ROA ROE -131.4% / ROA -14.2% / P/E 181.7xArteris Inc. — Network-on-Chip (NoC) semiconductor IP licensing; desig…
AKAM$106.791/4BDebt/EV 0.437 / Op Margin 7.6% / ROE/ROA ROE 8.9% / ROA 2.5%Akamai — original CDN pioneer (4,000+ global PoPs, deeply embedded in …
ALB$117.521/4ANet Margin 3.8% / ROE/ROA ROE 2.6% / ROA 3.2%Albemarle — largest lithium producer (Chile/Australia mines); OM 24.8%…
CENX$44.051/4A+FCF Yield -1.1%Century Aluminum — US aluminum smelter (Hawesville KY + Sebree KY + Mt…
DY$307.471/4BDebt/EV 0.262 / Op Margin 9.6% / Net Margin 4.8%Dycom Industries — dominant specialty telecom contractor (fiber optic …
ESE$270.301/4AROE/ROA ROE 9.5% / ROA 5.1%ESCO Technologies — niche industrials: RF/EMC test chambers (ETS-Lindg…
FERG$222.541/4BROE/ROA ROE None% / ROA None% / FCF Yield missing (no data relief)Ferguson Enterprises — largest North American wholesale distributor of…
FN$414.581/4AFCF Yield -0.4%Fabrinet — precision optical/photonic contract manufacturer (clean-roo…
GFS$46.951/4BOp Margin 9.7% / ROE/ROA ROE 6.2% / ROA 3.0%GlobalFoundries — specialty foundry (RF, automotive, IoT); 5/6 filters…
HUBS$225.331/4AOp Margin 4.9% / Net Margin 4.3% / ROE/ROA ROE 7.9% / ROA 2.4%
INVA$20.661/4A+Debt/EV 0.266[LOCKED] Innoviva — royalty pharma; owns GSK royalty streams on RELVAR…
KKR$101.081/4BDebt/EV 0.372 / ROE/ROA ROE 7.3% / ROA 1.4% / FCF Yield missing (no data relief)KKR & Co. — ~$600B+ AUM across PE, credit, infrastructure, real assets…
LNT$67.261/4BDebt/EV 0.41 / FCF Yield -6.5%Alliant Energy — regulated Midwest utility (Iowa/Wisconsin); OM 21%, N…
MKC$51.321/4ADebt/EV 0.261
MNDY$86.841/4AOp Margin 5.5%Monday.com — work OS (project mgmt + CRM + dev + marketing) built on a…
MOD$189.301/4BOp Margin 9.0% / Net Margin 4.3% / FCF Yield -0.8%Modine Manufacturing — AI datacenter thermal/cooling (heat exchangers,…
NEE$82.311/4ADebt/EV 0.38 / FCF Yield -10.3%NextEra — world's largest renewable platform (wind/solar/battery) + FP…
ON$76.141/4BROE/ROA ROE 8.3% / ROA 6.8%ON Semiconductor — SiC (silicon carbide) power semiconductors for EV i…
SYM$42.131/4BOp Margin 4.6% / Net Margin 0.3% / ROE/ROA ROE 4.4% / ROA 0.3%Symbotic — warehouse AI robotics, Walmart-backed; revenue scaling, mar…
TMDX$82.181/4BDebt/EV 0.259TransMedics Group — Organ Care System (OCS): normothermic machine perf…
TMUS$182.331/4ADebt/EV 0.391T-Mobile US — largest US wireless carrier by subscriber growth, best-i…
VCEL$38.341/4BOp Margin 0.6% / ROE/ROA ROE 7.2% / ROA 2.4%Vericel Corporation — regenerative medicine: MACI (autologous cartilag…
WMT$107.151/4BOp Margin 3.5% / Net Margin 3.0%Walmart — largest US retailer + grocer by revenue, largest private US …
XEL$75.501/4BDebt/EV 0.48 / ROE/ROA ROE 9.9% / ROA 2.4% / FCF Yield -16.8%Xcel Energy — regulated electric/gas utility (MN, CO, TX Panhandle, NM…
ALC$66.030/4BROE/ROA ROE 2.9% / ROA 2.8%Alcon — global #1 in surgical eye care (cataract IOLs, vitreoretinal s…
AMBQBOp Margin -25.7% / Net Margin -37.8% / ROE/ROA ROE -15.5% / ROA -10.1% / FCF Yield -1.9%Ambiq Micro Inc. — ultra-low-power ARM Cortex-M MCU specialist; Apollo…
AMSC$29.530/4AOp Margin 2.6%American Superconductor — power electronics, grid/defense; OpM 5.1%, o…
APTV$45.540/4BDebt/EV 0.394 / Net Margin 1.1% / ROE/ROA ROE 5.2% / ROA 6.7%Aptiv — vehicle electrical architecture + ADAS components; makes the w…
AVAV$146.710/4BOp Margin 2.8% / Net Margin -13.4% / ROE/ROA ROE -10.0% / ROA -1.3% / FCF Yield -3.4%AeroVironment — defense drones (Switchblade loitering munition, Puma I…
AXON$479.340/4BOp Margin 5.2% / ROE/ROA ROE 6.2% / ROA 0.5%Axon Enterprise — TASER + Axon body cameras + Axon Evidence (cloud dig…
BROS$43.900/4BNet Margin 4.9%Dutch Bros — drive-thru coffee chain, aggressive unit growth (company-…
CAVA$55.880/4BOp Margin 7.6% / Net Margin 4.8% / ROE/ROA ROE 8.3% / ROA 3.5%CAVA Group — Mediterranean fast-casual (hummus/pita/bowls); the CMG an…
CBRSBOp Margin -265.0% / Net Margin -75.3% / ROE/ROA ROE None% / ROA None% / FCF Yield missing (no data relief) / P/E 150.2xCerebras Systems — Wafer-Scale Engine (WSE-3): entire silicon wafer as…
CELH$27.220/4BNet Margin 4.2% / ROE/ROA ROE 5.1% / ROA 8.9%Celsius Holdings — energy drink challenger (PepsiCo distribution deal …
COO$53.910/4ADebt/EV 0.216 / ROE/ROA ROE 6.8% / ROA 2.7%Cooper Companies — #2 global contact lens maker (CooperVision: Biofini…
COST$904.770/4AOp Margin 3.7% / Net Margin 3.0%Costco — membership moat, not a margin story; OM ~3% by design (mercha…
CRCLBOp Margin 4.9%Circle Internet Group — USDC stablecoin issuer; revenue model = intere…
CRH$88.550/4BDebt/EV 0.259CRH plc — largest building materials company globally (aggregates, cem…
DPZ$311.600/4BDebt/EV 0.331
FIGBOp Margin -31.7% / Net Margin -123.1% / ROE/ROA ROE -108.6% / ROA -45.2%Figma — design collaboration SaaS; 79.8% gross margin, FCF 8.6%, 46.1%…
FISV$51.580/4BDebt/EV missing / Op Margin missing / Net Margin missing / ROE/ROA ROE None% / ROA None% / FCF Yield missing (no data relief)Fiserv — payment processing + Clover POS + banking tech, extreme switc…
FLUT$100.560/4BDebt/EV 0.438 / Op Margin -3.3% / Net Margin -4.4% / ROE/ROA ROE -7.9% / ROA -0.2% / FCF Yield -5.8%Flutter Entertainment — global online sports betting; FanDuel #1 US (~…
FVRR$9.030/4BOp Margin 6.0% / ROE/ROA ROE 7.1% / ROA 2.8%Fiverr — two-sided freelance marketplace (Fiverr Business, Pro, Seller…
HON$202.360/4A+Debt/EV 0.388Honeywell International — diversified industrial conglomerate (Aerospa…
KTOS$46.690/4BOp Margin -0.2% / Net Margin 2.0% / ROE/ROA ROE 1.1% / ROA 0.4% / FCF Yield -1.3%Kratos — drone/defense tech; margins thin now, scaling with DoD contra…
LHX$245.540/4BOp Margin 9.7% / ROE/ROA ROE None% / ROA None%L3Harris Technologies — defense electronics prime (EW/jamming, SIGINT/…
MKL$1784.180/4BDebt/EV 0.206 / FCF Yield -7.8%Markel Group — "baby Berkshire"; specialty insurance float funds a div…
NLR$113.220/4ETFVanEck Uranium & Nuclear ETF — AUM $4.87B; AI datacenter baseload + ur…
NRG$113.460/4BDebt/EV 0.495 / Net Margin 2.6%NRG Energy — de-lever play; LS Power acq doubled fleet+debt, targeting…
ORLY$85.820/4BROE/ROA ROE None% / ROA 13.7%O'Reilly Auto Parts — Akre compounder; 18% OM, 14% NM, ROA 13.8% (ROE …
PEG$72.390/4BDebt/EV 0.407PSEG — integrated NJ utility + nuclear operator (Salem 1&2 + Hope Cree…
PINS$19.050/4BOp Margin -3.5% / ROE/ROA ROE 6.5% / ROA 3.5%Pinterest — visual discovery + social commerce platform; 570M+ MAU, st…
PLNT$50.750/4ADebt/EV 0.473 / ROE/ROA ROE None% / ROA 8.5%Planet Fitness — largest US gym franchise chain by membership; low-cos…
RCL$260.140/4ADebt/EV 0.255 / FCF Yield -2.2%Royal Caribbean Cruises — #2 global cruise operator (Royal Caribbean I…
RYN$20.220/4BDebt/EV 0.25 / ROE/ROA ROE 2.0% / ROA 1.8%Rayonier — pure-play timberland REIT, now the largest publicly-traded …
SAM$172.550/4BOp Margin 9.3% / Net Margin -3.6% / ROE/ROA ROE -8.6% / ROA 5.4%Boston Beer Company — craft + flavored malt beverage portfolio: Samuel…
SOLSBDebt/EV 0.212 / FCF Yield -0.3%Solstice Advanced Materials — diversified specialty materials/chemical…
STNE$10.100/4A+Debt/EV 1.517StoneCo — Brazilian SMB payments + credit platform; V/MA-like toll on …
TDG$1140.320/4ADebt/EV 0.36 / ROE/ROA ROE None% / ROA 11.8%TransDigm — aerospace parts monopolist, 47% OM, 22% NM; D/EV 0.325 str…
TLN$312.740/4BDebt/EV 0.394 / Op Margin -4.8% / Net Margin -4.9% / ROE/ROA ROE -12.8% / ROA 0.9%Talen Energy — independent power producer; Susquehanna nuclear (2.5GW,…
TPL$369.100/4A+FCF Yield -0.1%Texas Pacific Land — largest private landowner in Permian Basin (~880K…
TREE$26.820/4ADebt/EV 0.62 / Op Margin 7.8%LendingTree — online financial marketplace connecting consumers with l…
TTWO$215.470/4BOp Margin 0.5% / Net Margin -4.8% / ROE/ROA ROE -9.0% / ROA -0.6%Take-Two Interactive — video game publisher (Rockstar Games: GTA, Red …
UPWK$8.720/4ADebt/EV 0.466Upwork — freelance marketplace; D/EV 0.44 (converts) only blocker, mar…
VICI$24.830/4ADebt/EV 0.395 / ROE/ROA ROE 9.8% / ROA 4.8%VICI Properties — largest gaming/experiential REIT; triple-net leases …
VST$148.380/4BDebt/EV 0.285Vistra — deregulated nuclear+gas (Energy Harbor acq), Texas/ERCOT expo…
WEC$105.330/4BDebt/EV 0.399 / FCF Yield -6.9%WEC Energy Group — regulated Midwest utility (Wisconsin/Illinois/Michi…
WING$117.100/4ADebt/EV 0.306Wingstop — asset-light franchise QSR (owns ~1% of restaurants, earns r…

Liquid Names — Status Panel

TickerPriceWkly Gatevs MA20dvs MA10wMA10wMA50dBandW.SlopeMA GapZone
NVDA$218.29-0.8%+1.6%$214.92$212.36IN+6.83+1.9%EARLY
META$648.03+10.5%+7.3%$604.18$600.90+EXT+13.25+0.8%EXTENDED
MSFT$495.63+0.3%+7.6%$460.79$453.12IN+36.81+6.3%EARLY
AAPL$332.27+4.9%+4.2%$319.02$317.83+EXT+8.23+3.4%EXTENDED
AMZN$256.78-0.8%-0.2%$257.37$255.25IN+6.20+0.5%EARLY
GOOGL$338.50-0.7%-1.8%$344.66$346.98IN-4.13-4.0%
AVGO$361.99-1.5%-5.2%$381.99$383.09IN-4.75-2.8%
MU$975.26+1.3%+4.7%$931.30$928.61IN-31.67+2.7%
NFLX$77.40-2.6%+2.7%$75.34$75.70IN+0.85-5.0%

Data via yfinance · Updated weekly · Not financial advice