FolioMindPast issuesNo. 24 · ~15 minAs of 2026-06-02
FolioMind · No. 24 · Wk 23 · 2026

Theme & Leader Readout

Run 2026-06-02 · data as of 2026-06-02 · descriptive relative-strength snapshot, not a forecast

As of the 2026-06-01/06-02 sessions, this is a narrow melt-up led by AI infrastructure.

Since No. 23 (2026-06-01)NVDA: Buyable → Basing (-0.7%)CRWV: Buyable → Basing (-10.1%)NVT: Extended → BuyableFANG: Basing → BuyableWPM: Avoid → BasingNEM: Avoid → BuyableAEM: Avoid → Too earlyCCJ: Avoid → ExtendedLEU: Avoid → BasingOKLO: Avoid → Extended
Fundamentalsno grade changes — fundamentals held within all bands
Important: This is general market commentary and research, not personalized investment advice or a recommendation to buy or sell any security. Relative strength is a descriptive, backward-looking signal, not a forecast. Markets carry risk and you can lose money; do your own research and consider your own circumstances. The author may hold positions in securities mentioned.
How we pick leaders — in 30 seconds

We rank market themes by relative strength, find the strongest names inside the leading themes, and verify every quote and return against live market data at publish time. Each name gets one call: Buyable (at a buy point) · Basing (watch for a breakout) · Wait (strong, no setup yet) · Extended (overbought, await a pullback) · Too early (unconfirmed bounce) · Avoid (downtrend). Relative strength is a descriptive, backward-looking signal — not a forecast.

6
Leading themes
6
Buyable ideas
LRCX · EOG · NEM · VRT · TSM · LLY
4
Fading / avoid
AI custom-silicon, con
Strongest theme
FolioMind · No. 24as of 2026-06-02

As of the 2026-06-01/06-02 sessions, this is a narrow melt-up led by AI infrastructure.

Buyable nowLRCXEOGNEMVRTTSMLLY

Market regime

SPY (~$759.55) and QQQ ($746.16) both printed fresh 52-week highs. But the cap-weighted headline badly overstates breadth.

Rank themes by measured relative strength (distance from the 52wk high, separation from the 50/200DMA) instead of YTD-return headlines, and only two groups are genuine present-tense leaders with deep MA separation. First is AI custom-silicon, connectivity and memory: SMH just hit a fresh high, up 75.5% YTD, and AVGO, MU, MRVL and LRCX are all at or near highs.

Second is copper: COMEX is at all-time highs around $6.56-6.71/lb, and FCX and TECK printed fresh 52wk highs above all their MAs. Copper is the cleanest non-AI confirmed leader, because both the metal and the equities agree.

Capital is rotating within risk assets, not buying broad beta. On the same tape, mega-cap platforms, fintech and crypto are being sold even on green-index days.

GOOGL fell 3.9% on its own $80B raise. COIN dropped 4.7% and sits 61% off its high.

IGV software is lagging. Here is where the popular narrative breaks down: the marquee 'hard-asset' and 'power-for-AI' pillars do not hold up as live leaders.

Energy owns the 2026 YTD crown (XLE ~+27%), but it sits below its 50DMA and ~8.7% off its high. That is a crude/Hormuz price artifact, not equity leadership.

Utilities and IPPs are technically broken. VST is 28% off its high and below its 200DMA.

CEG is 34% off its high after a fresh $3.1B dilutive raise. XLU is below both MAs.

Gold is in a genuine consolidation: GLD is 19% off its high, GDX is 25% off, and AEM is below both MAs. The AI-power demand thesis is real.

But it is being expressed through the names that actually trend: copper, electrical equipment (VRT/ETN) and Cameco, not the broken utility and IPP equities. The main hazard is extension.

The highest-relative-strength names are also the most fundamentally stretched, which is a classic late-stage tell. MRVL ran +32.5% in one session and MU +84% in a month.

The cleanest risk/reward sits one derivative out, in basing or just-breaking quality names, not in the parabolic spearheads.

Gold is in a genuine consolidation: GLD is 19% off its high, GDX is 25% off, and AEM is below both MAs.

Theme strength & rotation

Each theme’s leadership strength (0–100, from its leaders’ proximity to 52-wk highs, relative strength vs the proxy, and momentum), tracked across issues. ▲ strengthening · ▼ rolling over · ● holding · ✦ new. The number is the change vs the last issue this theme appeared. A theme that is rising but not yet at the top is where leadership may be emerging.

97-3███Cybersecurity
90+3 ▇█AI memory / HBM super-cycle
87-2██▇AI custom-silicon, connectivity & accelerators (semiconductors)
84+8▇▇▇Data-center physical buildout — cooling & electricals
80-8██▇Broad tech / Nasdaq mega-cap melt-up (cap-weighted index)
72+17▅ ▆Copper — AI/electrification structural leaderemerging
66-4 ▆▆Neocloud / AI Datacenter Buildout (GPU-rental + servers)
65+1▆ ▆Healthcare & financials (persistent laggards)
65-5 ▆▆Energy / oil & gas (YTD-return crown, present-tense laggard)
52new  ▅Power-for-AI generation / utilities & independent power producersemerging
50+5▄ ▄Gold & precious metalsemerging
47-2 ▄▄Quantum Computing — laggard-to-leader reversal into the Quantinuum IPO
39new  ▄Uranium & nuclear / SMR (power-for-AI)emerging
33-19 ▅▃Enterprise Software (AI monetization)

Leadership map

Theme statusLeadingExtended / parabolicFadingEmerging
Buyable at a buy pointBasing watch for breakoutWait strong, no setup yetExtended overbought, await pullbackToo early unconfirmed bounceAvoid downtrend

AI custom-silicon, connectivity & accelerators (semiconductors)

established-leadinghigh● 87 -25 names

What’s driving it. The live catalyst is hyperscaler custom-XPU/ASIC programs plus scale-out Ethernet and optical connectivity. SMH leads on every window: +24% 1m, +62% 3m, +76% YTD.

Three names (MU/NVDA/GOOGL) drive 40%+ of 2026 S&P EPS revisions. The most recent leg came when Nvidia's CEO endorsed Marvell, layered on top of record backlogs.

Durability. The buildout is sustainable as a multi-year structural story. But the current leadership tape is increasingly froth-driven and extended.

MRVL gapped +32.5% in a single session on a CEO soundbite, not earnings. AVGO and MU sit within ~1.5% of fresh highs.

The structural demand lasts. The present price tape is vulnerable to a sharp AI-capex-digestion air-pocket.

Own the theme, not the top tick.

Leaders’ fundamental health. Bifurcated. The fundamentally strongest businesses are the relative-strength laggards.

NVDA runs 71% GM, 76% ROE, 63% ROIC, $96.7B FCF, net cash, and a reasonable 21x EV/S. TSM runs 60% GM, 45% net margin, 32% ROE, net cash, and 28x P/E.

Meanwhile the relative-strength leaders are the most stretched. AVGO has real FCF but EV/S of 27x, net-debt/EBITDA of 4.79x post-VMware, and negative tangible book.

MRVL is the cheapest on EV/S at 8.5x but has thin GAAP profitability, with ~1.4% net margin and ROIC ~6%. Aggregate health: strong cash generation and balance sheets at the quality end, momentum-stretched valuations at the leadership end.

Current leadersMRVL · AVGO · TSM · NVDA · DELL
+ New leadersMRVLnew breakoutMRVL gapped +32.5% on the day to $290.79. It printed a fresh 52-week high, sitting only 0.2% below its $291.30 yearHigh. It trades ~193% above its 200-day ($99.15) and ~95% above its 50-day ($149.28). That's an unambiguous fresh relative-strength breakout into new highs.TSMnew breakoutTSM is up +2.54% to $446.69 and printed a fresh 52-week high. The year high is $449.39, only 0.6% above. It trades well above its 50-day ($381.33) and 200-day ($322.35). This is a new-high breakout on absolute price, even though it lags the SMH semi proxy on relative strength.
− Removed leadersAMATstill strong droppedAMAT is still very strong and was merely not re-surfaced. At $490.05 it printed essentially a new 52wk high ($491.51, only -0.3% off) on a +6.96% day. It trades well above its 50DMA ($399.27) and 200DMA ($293.90). This is not a deterioration signal.
Extended
Marvell Technology
$290.79+242.2% YTD+275.2% 3m-0.2% from 52-wk high
at 52-wk high
Quality · MixedValuation · StretchedWinner DNA · 51/D
P/E 95xEV/EBITDA 100xEV/S 32.0xRev +28%GM 52%ROIC 6%FCF yield 0.5%net debt 0.8x EBITDA
Relative strength. LEADING on price. It beats QQQ +221pp YTD, sits at a fresh high, and trades ~193% above its 200-day.
But this is a HIGH-BETA, headline-driven expression, not a quality anchor. Today's leadership is a +32.5% single-session GAP.
It came on the Nvidia-CEO 'next trillion-dollar company' soundbite, layered on a record-Q1 beat plus the March $2B Nvidia stake and NVLink Fusion tie-up, all confirmed live.
Valuation. This is the tell that MRVL is the high-beta expression, not a co-equal quality leader. GAAP ROE is ~0.2% and net margin ~1.4%.
P/E is ~1,054x and EV/EBITDA ~223x. incomeQuality is 18.5x, meaning GAAP earnings are barely positive and one-off-flattered, against EV/S ~60x.
The revenue growth (+28%) and FCF are real. But profitability does not remotely support the multiple.
The move is momentum plus a CEO endorsement, not earnings. A +32.5% one-day parabolic gap to a fresh high is the single most extended entry in the cohort.
It is a smaller #2 in custom silicon, where one hyperscaler design loss or any cooling of momentum unwinds the move faster than in the larger names.
Extended
Broadcom
$481.57+39.2% YTD+53.4% 3m-1.5% from 52-wk high
2% below high
Quality · StrongValuation · StretchedWinner DNA · 73/B
P/E 99xEV/EBITDA 68xEV/S 36.7xRev +29%GM 66%ROIC 16%FCF yield 1.2%net debt 1.4x EBITDA
Relative strength. LEADING. It cleanly beats QQQ on every window: 1m +3.6pp, 3m +29.4pp, YTD +17.7pp.
It printed a new 52-week high today, ~36% above its 200-day. This is textbook leadership, making new highs as the index does, with positive relative strength on all horizons.
It is the strongest risk-adjusted leader in the cohort.
Valuation. The AI and custom-silicon FCF is real and growing, at $8.8B/qtr on GM 66%. But the headline ratios are heavy.
EV/EBITDA is ~150x and net-debt/EBITDA ~4.79x post-VMware. Tangible book is negative.
Reported ROE is only ~9%, but that is intangible and amortization drag, NOT operational weakness. Quality is fine.
The balance sheet is levered and the multiple is rich, so any AI-orders pause is amplified. The stock is up +53% in 3 months into today's high, so chasing here pays a premium.
Prefer a pullback toward the rising 50-day (~$389).
Basing
Taiwan Semiconductor Mfg (US-listed ADR)
$446.69+47.0% YTD+26.4% 3m-0.6% from 52-wk high
1% below high
Quality · StrongValuation · FairWinner DNA · 95/A
P/E 28xEV/EBITDA 17xEV/S 12.4xRev +35%GM 66%ROIC 25%FCF yield 2.2%net cash
Relative strength. LAGGING the theme on a relative basis. It printed a fresh 52-week high, but TSM trails the SMH semi proxy on EVERY window.
It is up +12.3% vs +24.0% over 1m, +26.4% vs +61.7% over 3m, and +47.0% vs +75.5% YTD. It is making new highs WITH the group, but at roughly HALF the index's 3m/YTD pace.
That confirms participation, not leadership. The 'leading the supply chain' claim is not supported by the relative tape.
It is the lower-variance, lower-beta way to own the theme, but it is a relative laggard.
Valuation. It has the best risk-adjusted fundamental profile of the group. Gross margin is 60%, net margin 45%, ROE 32%, the balance sheet is net cash, and the P/E is only 28x.
It is the cleanest, lowest-variance way to own the whole theme. The caution is that it is a relative laggard, running at half the index's pace.
It also carries Taiwan geopolitical/concentration risk and capex intensity above 30% of revenue. Valuation is the most reasonable in the set.
Basing
NVIDIA
$222.82+19.5% YTD+23.8% 3m-5.8% from 52-wk high
6% below high
Quality · StrongValuation · StretchedWinner DNA · 100/A
P/E 45xEV/EBITDA 37xEV/S 25.0xRev +85%GM 75%ROIC 63%FCF yield 1.8%net debt 0.0x EBITDA
Relative strength. MIXED, a slight LAGGARD on the relative tape. Versus QQQ it is +1.6pp on 1m, but -0.2pp on 3m and -2.0pp YTD.
It is the cap-weight anchor. The index basically IS NVDA at $5.40T, so it cannot meaningfully out-run the index it dominates.
But calling NVDA 'the carrier of the move' overstates its relative strength. The actual relative leaders this year are AVGO/MU/MRVL.
Valuation. It has the best fundamentals in the cohort by a wide margin. Gross margin is 75%, ROE ~30%, single-quarter FCF $48.6B, and it holds net cash.
Even at EV/EBITDA ~74x, the P/E is only ~22.6x and PEG ~0.63, because earnings are compounding ~85% YoY. The valuation caution is expectations risk, not balance-sheet risk.
Any AI-capex digestion air-pocket hits the most-owned stock hardest. And hyperscaler in-housing, the very AVGO/MRVL ASIC trend, is a structural share-of-wallet threat.
Extended
Dell Technologies carried
$435.39+245.9% YTD+183.5% 3m-7.26% from 52-wk high
7% below high
Quality · StrongValuation · RichWinner DNA · 68/C
P/E 49xEV/EBITDA 31xEV/S 3.2xRev +88%GM 18%ROIC 15%FCF yield 3.0%net debt 1.7x EBITDA
Relative strength. LEADING its proxy SMH by a wide margin on every window. It is up +107.2% vs +24.0% over 1m, +183.5% vs +55.6% over 3m, and +245.9% vs +75.5% YTD.
An extreme outperformer.
Valuation. It carries the cheapest tape multiple in the set (P/E 13x, EV/EBITDA 8x, EV/S 0.84x, ~11% FCF yield). That is BECAUSE it is a commodity-margin integrator.
Gross margin is 20% and net margin 5.2%, vs NVDA's 71%/56%. ROE is not meaningful here.
Shareholders' equity is NEGATIVE (-$3.73/sh book) after years of buybacks, so debt/equity and price/book are nonsensical (-12.8x, -30.7x). Real leverage runs at net-debt/EBITDA 1.7x, and tangible book is negative.
The low multiple correctly values a thin-moat hardware business. The +270% move re-rates execution and backlog, not durable pricing power.
This is the highest-beta, lowest-quality expression, exactly as the thesis labels it.

AI memory / HBM super-cycle

established-leadinghigh● 90 +33 names

What’s driving it. This is a binding-contract supply shortage. On Micron's Q1 FY26 call, the company said its entire CY2026 HBM capacity is sold out.

Gross margin jumped from 56% to 74% QoQ on pricing power. Micron's FY26 capex step-up flows directly into the semicap order book, and LRCX has the highest memory mix among US large-cap semicap names.

The driver is contracted demand, not pure momentum.

Durability. The bottleneck is real and lasts multiple quarters. But memory is structurally cyclical and commodity-like.

The same sold-out tightness reverses hardest when supply catches up, with new Idaho/Taiwan/Korean capacity arriving from H2-2027. MU's price action is a blow-off: +84% in one month, roughly 3x its 200DMA.

It will mean-revert violently on any AI-memory inventory digestion. Durable theme, dangerously extended spearhead.

The picks-and-shovels name, LRCX, carries the cycle with less single-name parabola risk.

Leaders’ fundamental health. Mixed-to-strong, with valuation the swing factor. LRCX is the cleanest and rated Strong: 54% ROE, 34% ROIC, ~4.3% FCF yield, net cash, ~23x earnings.

MU is genuinely inflecting, with GM moving 22%->40%, EBITDA $8.9B->$18.5B, net cash and modest leverage. But it is Stretched on a ~$1.2T cap off trough-cyclical earnings, at ~140x trailing P/E and ~1.2% FCF yield.

TER is the highest-margin name (~59% GM, net cash) but Stretched at ~40x EV/EBITDA and ~112x P/E for only ~13% revenue growth. Aggregate: strong balance sheets, real earnings inflection, prices that fully discount the up-cycle.

Current leadersMU · LRCX · TER
+ New leadersLRCXnew breakoutLRCX printed a fresh 52-wk high today, with its $335.55 yearHigh matching its dayHigh. It moved +5.5% to $334.41. It's extended far above its 50DMA ($265.37) and 200DMA ($193.92). That's a decisive new-high RS breakout leading the HBM theme.TERnew breakoutTER surged +6.27% to $392.62. It holds above its 50-day ($350.00) and trades ~67% above its 200-day ($235.17). It sits ~7.0% below its 52-week high ($422.11). This is a strong HBM/memory-theme advance, constructive rather than a new-high print.
Extended
Micron Technology
$1,064.10+272.8% YTD+180.2% 3m-1.2% from 52-wk high
1% below high
Quality · StrongValuation · StretchedWinner DNA · 91/A
P/E 140xEV/EBITDA 68xEV/S 33.4xRev +196%GM 74%ROIC 12%FCF yield 0.1%net debt 0.3x EBITDA
Relative strength. LEADING by a country mile. It crushes QQQ on every window: 1m +85.6pp, 3m +156pp, YTD +251pp.
It sits at a fresh high, ~210% above its 200-day. This is a genuine relative-strength leader and the structural HBM-bottleneck winner.
But it is also the most extended name in the cohort, after a near-vertical re-rate.
Valuation. Counterintuitively, it is the CHEAPEST leader on trailing multiples, at EV/EBITDA ~25x and P/E ~8.5x. That is because earnings are re-rating with HBM pricing power.
Gross margin jumped 56%->74% QoQ. Its 2026 HBM3e/HBM4 capacity is SOLD OUT under binding contracts, confirmed live.
So the leadership is earnings-backed, not pure multiple expansion, and the balance sheet is net cash. The danger is the chart, not the fundamentals.
It is up +96% in ONE month and +273% YTD, sitting at 3x its 200-day. Memory is still cyclical.
The same sold-out tightness reverses violently if AI-memory demand digests or Korean HBM supply ramps faster. One source already flagged it as 'either genius or a generational top-tick.' Do not initiate at the high.
Buyable
Lam Research
$334.41+95.5% YTD+44.8% 3m-0.3% from 52-wk high
at 52-wk high
Quality · StrongValuation · StretchedWinner DNA · 74/B
P/E 78xEV/EBITDA 65xEV/S 22.4xRev +24%GM 50%ROIC 34%FCF yield 1.3%net cash
Relative strength. LEADING. It is up +95.5% YTD vs the SMH proxy +75.5%.
Over 1m it is +29.3% vs +24.8%, so it beats. It broke out to a fresh 52w high today (+5.5%).
It slightly trails the proxy on 3m (+44.8% vs +55.6%), but it is the highest-QUALITY expression of the three.
Valuation. It has the cleanest fundamental profile in the trio. ROE is 54%, ROIC 34%, FCF yield ~4.3%, the balance sheet is net cash, and it trades at ~23x earnings.
It also carries the highest memory mix among large US semicap names, so Micron's FY26 capex step-up flows directly into its order book. It is breaking out to a fresh 52w high TODAY, not already vertical like MU, so the pivot is still actionable.
Being one derivative removed from the bottleneck makes it high-beta to a capex pause in both directions. It also carries China/export-control and NAND-cycle exposure.
Basing
Teradyne
$392.62+102.9% YTD+20.6% 3m-7.0% from 52-wk high
7% below high
Quality · StrongValuation · StretchedWinner DNA · 93/A
P/E 111xEV/EBITDA 80xEV/S 19.3xRev +87%GM 61%ROIC 18%FCF yield 0.7%net debt 0.1x EBITDA
Relative strength. MIXED. It leads on YTD, up +102.9% vs the proxy's +75.5%.
But it lags the SMH proxy on both shorter windows. Over 1m it gained +16.3% vs the proxy's +24.8%.
Over 3m it gained +20.6% vs the proxy's +55.6%. That makes it the relative laggard of the three near-term, and the furthest below its 52w high.
It did bounce +6.3% today off the day low.
Valuation. This is the highest-margin name, with GM ~59% and a net-cash balance sheet. But it trades at ~40x EV/EBITDA and ~112x earnings for only ~13% FY25 revenue growth.
The HBM-test ramp is priced in well ahead of the blended P&L. Test lags memory unit and complexity growth, and the memory-test niche is contestable.
A rival ATE leader competes, and HBM makers do their own system-level test. It is the near-term relative laggard of the trio, sitting -7% off its high.
So the relative-strength case is weakest here, even though the structural pick-and-shovel thesis is sound. The pullback does make it the least-extended entry.

Copper — AI/electrification structural leader

established-leadinghigh▲ 72 +174 names

What’s driving it. A verified live supply shock meets structural demand. COMEX copper is around $6.56/lb, with a record $6.71 on May 13.

Add the Grasberg Block Cave force majeure, an ICSG-forecast 2026 refined deficit of ~150kt, and Chile's weakest April output in 23 years. On the demand side, AI data centers and grid electrification.

FCX rose 7% on the day, the marginal price-setter rising on its own lost volume. TECK is re-rating on the QB2 copper ramp plus a coal-sale-funded buyback.

Durability. This is more sustainable than the other real-asset themes. The supply constraints are physical and multi-year, with mine depletion and 10+ year project lead times, and demand is structural.

The near-term caveat is entry, not thesis: FCX and TECK are extended into fresh highs after vertical sessions and 3-month runs. The metal-and-equity confirmation makes this higher-quality leadership than energy or gold.

Leaders’ fundamental health. Wide quality dispersion, and the price leader is the fundamentally weakest. SCCO is the quality anchor, rated Strong: 57% GM, 32% net margin, 39% ROE, 23% ROIC, net-debt/EBITDA of 0.39x.

But it is a 3-month price laggard, catching up rather than front-running. FCX is Mixed: cheap at 9.3x EV/EBITDA, but single-digit net margin, ROIC under 8%, and a thin 1.5% FCF yield on heavy capex.

TECK has the strongest price RS but is Weak on cash, with FY25 FCF negative at -C$966M, ROE of 5.6% and ROIC of 2.8%. Its thesis rests on forward QB2 and buyback, not trailing numbers.

ERO is a Mixed high-beta satellite, swinging from an FY24 loss to an FY25 turnaround with the thinnest balance sheet. Aggregate: solid balance sheets but capex-heavy, with cash generation thin-to-negative at the high-RS end.

Current leadersTECK · FCX · SCCO · ERO
+ New leadersEROreturningERO re-enters the copper theme as a basing laggard finding its footing, not a leadership breakout. At $32.20, it's -19.1% off its $39.80 high. But it has reclaimed both moving averages, the 50DMA at $27.77 and the 200DMA at $25.19. It's up +2.5% today.FCXnew breakoutFCX printed a fresh 52-wk high today, with its $72.09 yearHigh matching its dayHigh. It surged +7.0% to $71.73. It trades well above its 50DMA ($62.16) and 200DMA ($52.73). That's a clean new-high relative-strength breakout in the copper theme.SCCOnew breakoutSCCO is a copper-theme leader breaking back out after a 3-month lag. It's re-asserting with a +3.47% day to $201.37. It has reclaimed strength above its 50-day ($177.97) and 200-day ($153.03). It still trades ~9.2% under its 52-week high ($221.67).TECKnew breakoutTECK is the strongest of the set. It gained +3.99% to $70.56 and is pressing a fresh 52-week high. The year high is $71.25, just 1.0% above. The stock also trades ~44% above its 200-day ($48.85). This confirms a fresh relative-strength breakout as the copper-theme leader.
Extended
Teck Resources
$70.56+47.3% YTD+23.4% 3m-1.0% from 52-wk high
1% below high
Quality · MixedValuation · RichWinner DNA · 41/F
P/E 23xEV/EBITDA 9xEV/S 3.5xRev +72%GM 43%ROIC 3%FCF yield -3.1%net debt 1.2x EBITDA
Relative strength. STRONGEST LEADER — TECK has the best relative strength of the entire set on every horizon. It is up +47.3% YTD, +23.4% 3m (vs a flat +0.1% proxy), and +21.8% 1m.
It sits ~44% above its 200d ($48.85) and is printing fresh 52w highs. The 3-month number is decisive.
While the group was flat-to-down, TECK ran +23%, driven by the QB2 copper ramp and the coal-sale-funded buyback. This is the genuine re-rating leader of the theme.
Valuation. The price leader is also the weakest of the four on cash generation. 2025 free cash flow was NEGATIVE (FCFE -C$966M, FCF yield -3.1%, EV/FCF negative) because QB2 capex still exceeds operating cash flow.
ROE 5.6% and ROIC 2.8% are the lowest of the set. The thesis is forward-looking, not trailing: coal-sale proceeds plus the QB2 ramp turn FCF positive.
The stock is pricing that transition, not current returns. It is an NYSE primary line but Canada-domiciled and CAD-reporting (correctly flagged).
Beta is 1.57. After +23% in 3 months into a fresh high, buying here chases a vertical move.
Demand a pullback or base before entry, and size for the QB2 execution and negative-FCF risk.
Extended
Freeport-McMoRan
$71.73+41.3% YTD+5.1% 3m-0.5% from 52-wk high
0% below high
Quality · MixedValuation · StretchedWinner DNA · 45/D
P/E 47xEV/EBITDA 13xEV/S 4.5xRev +12%GM 27%ROIC 8%FCF yield 1.1%net debt 0.9x EBITDA
Relative strength. LEADING. Against the COPX proxy (+18.6% 1m / +0.1% 3m / +30.7% YTD), FCX beats the proxy on every horizon: 1m, 3m, and YTD.
It printed a fresh 52w high on the latest session at $71.73, up +7.0% on the day on the Grasberg/DRC supply shock. That sits well above its 50d ($62.16) and 200d ($52.73) SMAs.
This is textbook 'miner breaking above all MAs' leadership. It is the largest-cap, purest US copper-price beta vehicle.
Valuation. It has the cheapest cash-flow multiple of the core, at EV/EBITDA 9.3x. But it is the lower-quality of the FCX/SCCO pair.
Net margin is single-digit at 8.6%, ROIC is under 8%, and FCF is thin at a 1.5% yield (EV/FCF 73x), because capex runs ~80% of operating cash flow. The P/E of 33x reflects earnings depressed by the Grasberg outage.
It is genuinely the marginal price-setter, rising on its own lost volume, so the multiple is a copper-price call, not a quality call. It is up +7% on the day into a fresh high, so entering on a vertical session is chasing.
Wait for a pullback toward the rising 50d ($62), or a tight flag near $66-68.
Basing
Southern Copper
$201.37+40.3% YTD-7.9% 3m-9.2% from 52-wk high
9% below high
Quality · StrongValuation · StretchedWinner DNA · 91/A
P/E 39xEV/EBITDA 21xEV/S 12.8xRev +36%GM 65%ROIC 23%FCF yield 2.0%net debt 0.4x EBITDA
Relative strength. MIXED / RECENTLY RE-ASSERTING — SCCO lagged the group through March-April. Over 3 months it is DOWN 7.9% while the COPX proxy is flat (+0.1%) and FCX/TECK are up.
It is the only core name still ~9% below its 52w high. But it has re-joined the move recently.
It is up +17.6% over 1 month, just under the proxy's +18.6%, and sits above its 50d/200d. It is not the front-running leader the proposal implies.
This is a high-quality name catching back up, not setting the pace.
Valuation. SCCO is the best-in-class operator and the clear quality leader of the set. Margins lead the sector (57% GM, 32% net).
Returns are elite (ROE 39%, ROIC 23%). The balance sheet is a fortress (net-debt/EBITDA 0.39x), and 2025 was a record.
But you pay a full premium for the cost moat: EV/EBITDA 15.4x (vs FCX 9.3x), P/B 10.9x, P/E 27.7x. The price action matters for entry.
It is basing 9% below its high after a 3-month lag, which makes it the most constructive risk/reward of the core — buy the catch-up, not a vertical breakout. The relative-strength crown still belongs to TECK/FCX, not SCCO.
And 2026 volume is guided ~4.7% lower on grades, a real near-term headwind.
Basing
Ero Copper
$32.20+13.8% YTD-3.5% 3m-19.1% from 52-wk high
19% below high
Quality · StrongValuation · FairWinner DNA · 77/B
P/E 13xEV/EBITDA 10xEV/S 5.0xRev +107%GM 40%ROIC 13%FCF yield 2.7%net debt 1.3x EBITDA
Relative strength. LAGGARD on trend — the weakest relative strength of the set. YTD +13.8% badly trails the COPX proxy (+30.7%) and all three core names (+40-47%).
Over 3 months it is DOWN 3.5% vs a flat proxy. It is ~19% below its 52w high, the only name not near new highs.
It did snap back +27.7% over 1 month, with high beta working in the rip. But that is a bounce off a deep drawdown, not theme leadership.
It participates with real production growth (Tucuma ramp), but it is a high-torque satellite that has UNDERperformed copper itself this year.
Valuation. Cheapest on headline numbers (EV/EBITDA 8.4x, P/E 10.9x) and a genuine 2025 turnaround. It swung from a FY24 loss (net margin -14.6%, ROE -11.7%, negative FCF) to FY25 net margin 33.6%, ROE 28.7%, positive FCF — driven by the Tucuma ramp into record copper.
But the balance sheet is the thinnest of the set (current ratio 1.06, net-debt/EBITDA 1.28x, no dividend). Earnings are highly operating-leveraged to spot copper, so the low multiple is risk-priced.
It is correctly positioned as a high-beta satellite, NOT a core leader. The live tape confirms it is the least-confirmed trend (19% off high, sub-proxy YTD).
It also carries single-country Brazil/BRL FX risk.

Data-center physical buildout — cooling & electricals

established-leadinghigh▲ 84 +86 names

What’s driving it. Hyperscaler data-center capex turned into physical gear: thermal management, power distribution and grid EPC. VRT is the tell.

It is up 106.5% YTD and ~58% above its 200DMA, on company-reported Q1 net sales +30% YoY and a backlog up sharply. The order velocity is the catalyst, and it is distinct from the broken power-generation proxies.

Durability. Sustainable as long as hyperscaler capex holds. These are the spec-locked beneficiaries of the same buildout funding the silicon.

The risk is a capex air-pocket and rich valuations that leave no error margin. Within the group, VRT, ETN and PWR are trending, digesting within an uptrend.

GEV has the weakest near tape, with the worst 1m at -9.8% and a broken 50DMA. This is more durable than the IPP/utility expression because backlog visibility is hard-contracted.

Leaders’ fundamental health. These are strong businesses, but the valuations run rich to stretched. VRT is strong: ROE 33.8%, ROIC 18.5%, positive FCF, net-debt/EBITDA 0.76x.

The catch is EV/EBITDA at ~29x. ETN is strong too, and the most reasonably valued at P/E 30x with ROE 21%.

But it's the slowest grower at +10.3%. GEV is stretched.

It carries the richest multiple at ~46x EV/EBITDA and the lowest ROIC at 6.3%. Its FY25 GAAP was flattered by a ~$2.05B tax benefit, though it sits on net cash.

PWR is stretched as well. The EPC moat is indispensable but the model is structurally thin: net margin 3.6%, ROIC 7.1%, all at 62x P/E.

Bottom line: real FCF and mostly clean balance sheets. But every name is a momentum valuation, not a deep-value entry.

Current leadersVRT · ETN · PWR · GEV · ANET · NVT
+ New leadersGEVnew breakoutGEV enters as the theme's relative-strength leader. At $969.67, up +2.0% today, it trades +29% above its 200DMA ($749.91). It's the strongest data-center-buildout name on 3m and YTD. That's despite being -17.9% off its $1181.95 high and below its 50DMA ($1002.44).PWRnew breakoutPWR reflects a constructive uptrend rather than a literal new-high print. It's up +2.70% to $706.06, holding above both its 50-day ($654.44) and 200-day ($502.56). It still sits ~10.5% below its 52-week high ($788.75).
− Removed leadersFLNCstill strong droppedFLNC is still strong on the tape and was not re-surfaced because its prior +43.8% move was event-driven. At $27.91 it held a +2.80% day. It sits -16.7% off its $33.51 52wk high. It trades far above its 50DMA ($16.24) and 200DMA ($16.97). This is not a deterioration signal.POWLstill strong droppedPOWL is STILL strong on the tape, not weakening. At $299.07 it jumped +3.8% on the day. It sits -8.8% off its 52-wk high ($328). It remains well above its 50dma ($248.22) and 200dma ($155.92). It is decelerating short-term, but we simply did not re-surface it.
Basing
Vertiv Holdings
$334.49+106.5% YTD+33.1% 3m-12.0% from 52-wk high
12% below high
Quality · StrongValuation · StretchedWinner DNA · 78/B
P/E 96xEV/EBITDA 60xEV/S 12.9xRev +30%GM 38%ROIC 19%FCF yield 1.5%net debt 0.8x EBITDA
Relative strength. Leading — strongest YTD in the group at +106.5% (vs XLI +12.3% / XLU +2.8%). It sits above its 50-DMA ($308) and 200-DMA ($212).
This is a clear thermal/power franchise leader, not a sympathy bid.
Valuation. The highest-quality name in the group and the cleanest leader. But the valuation leaves no room for error (EV/EBITDA ~29x, P/E 46x, FCF yield only ~3%).
A hyperscaler capex air-pocket or cooling-share loss compresses estimates and the multiple together.
Extended
Eaton Corporation
$417.62+31.1% YTD+17.8% 3m-4.1% from 52-wk high
4% below high
Quality · MixedValuation · StretchedWinner DNA · 50/D
P/E 40xEV/EBITDA 30xEV/S 6.4xRev +17%GM 36%ROIC 13%FCF yield 2.8%net debt 1.8x EBITDA
Relative strength. Leading the tape — up +4.4% on the session and only -4.1% from the 52w high, so essentially AT highs. It sits above its 50-DMA ($394) and 200-DMA ($365).
It outperforms both proxies YTD.
Valuation. The most reasonably valued of the four (P/E 30x, EV/EBITDA 22.6x), with the most defensive balance-sheet and aftermarket profile. But it is the slowest grower (rev +10.3%) and is pressed right against its 52w high.
Buying here chases strength, not a pullback entry. The backlog is forward orders against capacity that is still ramping, and schedule slippage dents the visibility premium.
Basing
Quanta Services
$706.06+67.3% YTD+24.3% 3m-10.5% from 52-wk high
10% below high
Quality · MixedValuation · StretchedWinner DNA · 78/B
P/E 103xEV/EBITDA 43xEV/S 3.8xRev +26%GM 14%ROIC 7%FCF yield 1.5%net debt 0.3x EBITDA
Relative strength. Leading on trend. YTD is strong at +67%, well above the proxies.
It is up +24% over 3m. It trades above its 50-DMA ($654) and its 200-DMA ($503).
The recent 1m pullback of -6.8% is digestion within an uptrend, not a breakdown.
Valuation. The EPC labor moat is indispensable and the backlog is at a record. But the economics are structurally thin: net margin 3.6%, ROIC 7.1%, ROE 11.5%.
On those margins the stock trades at a P/E of 62x. That is the most stretched valuation-to-quality combo in the group.
The thesis itself concedes this is a more diluted, higher-beta, project-execution-sensitive way to play the theme. A construction-schedule slowdown hits revenue faster than it hits an equipment-OEM's spec-locked backlog.
Basing
GE Vernova
$969.67+48.4% YTD+10.1% 3m-18.0% from 52-wk high
18% below high
Quality · MixedValuation · StretchedWinner DNA · 63/C
P/E 53xEV/EBITDA 67xEV/S 6.5xRev +16%GM 19%ROIC 6%FCF yield 1.4%net cash
Relative strength. LEADING. It is the only name in the group above its 200DMA ($749.91, +29%).
It is also the strongest on 3m/YTD. It beats theme proxy XLU decisively (XLU 3m -7.3% / YTD +2.8%).
It beats the S&P too (SPY YTD ~+11%). The -8.8% 1m is the late-May data-center-pushback pullback, not a trend break.
It sits just below its 50DMA ($1,002).
Valuation. It carries the highest multiple in the group (EV/EBITDA ~46x, FCF yield only ~2%). That leaves no margin for backlog slippage.
Net income nearly tripled FY24->FY25 ($1.55B->$4.88B), but a tax benefit flatters the trailing P/E. ROIC (6.3%) is far below ROE (44%).
The 44% ROE is balance-sheet-light, not operating-return-driven. The balance sheet is a genuine fortress (net cash) with real FCF.
But the stock is priced for flawless backlog conversion.
Buyable
Arista Networks carried
$175.33+33.8% YTD+35.7% 3m-2.49% from 52-wk high
2% below high
Quality · StrongValuation · StretchedWinner DNA · 87/A
P/E 63xEV/EBITDA 56xEV/S 24.2xRev +35%GM 62%ROIC 23%FCF yield 1.9%net cash
Relative strength. Leading its proxy PAVE on every window. Over 3m it is up +35.7% vs PAVE +2.7%.
YTD it is up +33.8% vs +19.1%. Over 1m it is up +1.5% vs +0.3%.
A clear theme leader.
Valuation. It has the best fundamentals of the three. Gross margin is 64% and operating margin is 42.8%.
Revenue is growing 28.6%. ROIC is 22.6%.
It generates $4.25B in FCF, with zero debt and net cash. But it also carries the richest multiple at EV/S ~18x and EV/EBITDA ~41x.
That makes it the most sentiment-sensitive leg. A +7% breakout day near the high is buyable on the pivot, but you risk chasing if you enter extended.
Customer concentration is acute: cloud and AI titans are ~48% of revenue. NVIDIA Spectrum-X also attacks the same socket.
Buyable
nVent Electric carried
$173.39+70.0% YTD+44.2% 3m-2.6% from 52-wk high
3% below high
Quality · StrongValuation · StretchedWinner DNA · 67/C
P/E 39xEV/EBITDA 37xEV/S 7.8xRev +53%GM 36%ROIC 8%FCF yield 1.3%net debt 1.8x EBITDA
Relative strength. Leading its theme proxy GRID on every timeframe. YTD it is up +70.0% vs GRID +29.1%.
Over 3m it is up +44.2% vs +11.8%. Over 1m it is up +9.1% vs +3.3%.
Valuation. The live tape confirms nVent as the strongest momentum leader of the cohort. It is also a verified named partner in the catalyst architecture.
But it is extended. It sits within 2% of its high after a +68% YTD run and trades at ~56x ttm earnings.
Some of that growth is acquisition-driven (Trachte/EPG) and will anniversary out by 2H26. Buy it on a pullback to the rising 50-day (~$144), not at the high into a one-day news spike.

Broad tech / Nasdaq mega-cap melt-up (cap-weighted index)

established-leadingmedium▼ 80 -84 names

What’s driving it. The index sits at new highs, with QQQ up +21.5% YTD. But the alpha lives entirely in the silicon and memory sub-themes.

The relative leaders versus QQQ are MU (+251pp), MRVL (+221pp) and AVGO (+18pp). NVDA, the cap anchor at ~$5.4T, actually lags the index it dominates, at -2pp YTD.

Durability. As a breadth story, this is fragile in the short term. Leadership rests on a handful of names, and software (IGV) isn't participating.

Own the index only as a beta wrapper. The durable alpha is in the silicon, memory, copper and buildout sub-themes, not the cap-weighted index itself.

If AI-capex expectations reset, the most-owned names get hit hardest.

Leaders’ fundamental health. It's the same split as the silicon theme. The highest-quality balance sheet is the relative laggard.

That's NVDA: net cash, 30% ROE, 85% YoY revenue growth, and cheapest on PEG at ~0.63. Meanwhile the relative leaders are the most stretched.

MRVL is weak, with GAAP ROE 0.2%, net margin 1.4%, and a pure-momentum multiple. MU is strong but parabolic.

AVGO is levered. Franchise-level health is genuinely strong.

But the price leadership has detached from the quality leadership.

Current leadersMU · MRVL · AVGO · NVDA
+ New leadersMRVLnew breakoutMRVL gapped +32.5% on the day to $290.79. It printed a fresh 52-week high, sitting only 0.2% below its $291.30 yearHigh. It trades ~193% above its 200-day ($99.15) and ~95% above its 50-day ($149.28). That's an unambiguous fresh relative-strength breakout into new highs.
Extended
Micron Technology
$1,064.10+272.8% YTD+180.2% 3m-1.2% from 52-wk high
1% below high
Quality · StrongValuation · StretchedWinner DNA · 91/A
P/E 140xEV/EBITDA 68xEV/S 33.4xRev +196%GM 74%ROIC 12%FCF yield 0.1%net debt 0.3x EBITDA
Relative strength. LEADING by a country mile. It crushes QQQ on every window: 1m +85.6pp, 3m +156pp, YTD +251pp.
It sits at a fresh high, ~210% above its 200-day. This is a genuine relative-strength leader and the structural HBM-bottleneck winner.
But it is also the most extended name in the cohort, after a near-vertical re-rate.
Valuation. Counterintuitively, it is the CHEAPEST leader on trailing multiples, at EV/EBITDA ~25x and P/E ~8.5x. That is because earnings are re-rating with HBM pricing power.
Gross margin jumped 56%->74% QoQ. Its 2026 HBM3e/HBM4 capacity is SOLD OUT under binding contracts, confirmed live.
So the leadership is earnings-backed, not pure multiple expansion, and the balance sheet is net cash. The danger is the chart, not the fundamentals.
It is up +96% in ONE month and +273% YTD, sitting at 3x its 200-day. Memory is still cyclical.
The same sold-out tightness reverses violently if AI-memory demand digests or Korean HBM supply ramps faster. One source already flagged it as 'either genius or a generational top-tick.' Do not initiate at the high.
Extended
Marvell Technology
$290.79+242.2% YTD+275.2% 3m-0.2% from 52-wk high
at 52-wk high
Quality · MixedValuation · StretchedWinner DNA · 51/D
P/E 95xEV/EBITDA 100xEV/S 32.0xRev +28%GM 52%ROIC 6%FCF yield 0.5%net debt 0.8x EBITDA
Relative strength. LEADING on price. It beats QQQ +221pp YTD, sits at a fresh high, and trades ~193% above its 200-day.
But this is a HIGH-BETA, headline-driven expression, not a quality anchor. Today's leadership is a +32.5% single-session GAP.
It came on the Nvidia-CEO 'next trillion-dollar company' soundbite, layered on a record-Q1 beat plus the March $2B Nvidia stake and NVLink Fusion tie-up, all confirmed live.
Valuation. This is the tell that MRVL is the high-beta expression, not a co-equal quality leader. GAAP ROE is ~0.2% and net margin ~1.4%.
P/E is ~1,054x and EV/EBITDA ~223x. incomeQuality is 18.5x, meaning GAAP earnings are barely positive and one-off-flattered, against EV/S ~60x.
The revenue growth (+28%) and FCF are real. But profitability does not remotely support the multiple.
The move is momentum plus a CEO endorsement, not earnings. A +32.5% one-day parabolic gap to a fresh high is the single most extended entry in the cohort.
It is a smaller #2 in custom silicon, where one hyperscaler design loss or any cooling of momentum unwinds the move faster than in the larger names.
Extended
Broadcom
$481.57+39.2% YTD+53.4% 3m-1.5% from 52-wk high
2% below high
Quality · StrongValuation · StretchedWinner DNA · 73/B
P/E 99xEV/EBITDA 68xEV/S 36.7xRev +29%GM 66%ROIC 16%FCF yield 1.2%net debt 1.4x EBITDA
Relative strength. LEADING. It cleanly beats QQQ on every window: 1m +3.6pp, 3m +29.4pp, YTD +17.7pp.
It printed a new 52-week high today, ~36% above its 200-day. This is textbook leadership, making new highs as the index does, with positive relative strength on all horizons.
It is the strongest risk-adjusted leader in the cohort.
Valuation. The AI and custom-silicon FCF is real and growing, at $8.8B/qtr on GM 66%. But the headline ratios are heavy.
EV/EBITDA is ~150x and net-debt/EBITDA ~4.79x post-VMware. Tangible book is negative.
Reported ROE is only ~9%, but that is intangible and amortization drag, NOT operational weakness. Quality is fine.
The balance sheet is levered and the multiple is rich, so any AI-orders pause is amplified. The stock is up +53% in 3 months into today's high, so chasing here pays a premium.
Prefer a pullback toward the rising 50-day (~$389).
Basing
NVIDIA
$222.82+19.5% YTD+23.8% 3m-5.8% from 52-wk high
6% below high
Quality · StrongValuation · StretchedWinner DNA · 100/A
P/E 45xEV/EBITDA 37xEV/S 25.0xRev +85%GM 75%ROIC 63%FCF yield 1.8%net debt 0.0x EBITDA
Relative strength. MIXED, a slight LAGGARD on the relative tape. Versus QQQ it is +1.6pp on 1m, but -0.2pp on 3m and -2.0pp YTD.
It is the cap-weight anchor. The index basically IS NVDA at $5.40T, so it cannot meaningfully out-run the index it dominates.
But calling NVDA 'the carrier of the move' overstates its relative strength. The actual relative leaders this year are AVGO/MU/MRVL.
Valuation. It has the best fundamentals in the cohort by a wide margin. Gross margin is 75%, ROE ~30%, single-quarter FCF $48.6B, and it holds net cash.
Even at EV/EBITDA ~74x, the P/E is only ~22.6x and PEG ~0.63, because earnings are compounding ~85% YoY. The valuation caution is expectations risk, not balance-sheet risk.
Any AI-capex digestion air-pocket hits the most-owned stock hardest. And hyperscaler in-housing, the very AVGO/MRVL ASIC trend, is a structural share-of-wallet threat.

Energy / oil & gas (YTD-return crown, present-tense laggard)

fadingmedium▼ 65 -53 names

What’s driving it. The YTD number is really a crude-price artifact, driven by the Brent risk-premium on Hormuz and Iran supply fears. The recent FANG analyst PT raise to $240 was tied explicitly to higher oil-price assumptions.

So it's a macro tailwind, not idiosyncratic leadership. That said, the two best operators, FANG and EOG, do still lead within the sector on their own RS.

Durability. This is short-term and macro-dependent. It's a YTD-return story that has lost present-tense momentum.

It holds only as long as the geopolitical crude premium does. Forecast dispersion is a late-cycle tell, with the street at ~$60 versus ~$90-100 Brent.

Don't add at the index level. The only durable expressions are the two single-name quality leaders that hold RS independent of the sector.

Leaders’ fundamental health. Quality varies widely here. EOG is strong and the fundamental standout: ROIC 58%, net-debt/EBITDA 0.44x, cheapest at 5.5x EV/EBITDA / 11.4x P/E, and a 6.9% FCF yield.

Its -3.5% revenue decline is realized-price, not a franchise problem. FANG is mixed.

It has a 12% FCF yield but acquisition-inflated growth, compressed GAAP EPS on impairment, and leverage stepped to 2.0x after Endeavor. VNOM is weak, posting an FY25 GAAP net loss and negative FCF on acquisition capex.

Net: balance sheets are healthy and FCF is strong at the operators. But earnings quality and the sector tape are deteriorating.

Current leadersFANG · EOG · VNOM
+ New leadersVNOMreclassifiedVNOM was added as the present-tense energy laggard. At $46.02 it is -10.0% off its $51.13 52wk high. It is back below its 50DMA ($47.20) and only marginally above its 200DMA ($41.44). The flat +0.90% day confirms it leads on a trailing YTD basis but lags the live tape.
Buyable
Diamondback Energy
$202.40+32.8% YTD+13.1% 3m-5.6% from 52-wk high
6% below high
Quality · WeakValuation · RichWinner DNA · 19/F
P/E 34xEV/EBITDA 11xEV/S 5.0xRev +5%GM 69%ROIC 6%FCF yield 9.2%net debt 2.0x EBITDA
Relative strength. LEADING - the cohort's dominant single-name. It beats XLE on every horizon (3M +13.1% vs XLE +1.6%; YTD +32.8% vs +27.0%).
It is the only candidate above both its 50DMA ($195.99) and 200DMA ($163.52). It is the closest to its 52wk high of the three (5.6% off vs XLE 8.7%).
Valuation. This is the highest-multiple pure-play in the group, so it de-rates fastest if WTI breaks the range down. Rev +36% is acquisition-inflated (Endeavor).
GAAP EPS fell $15.53->$5.73 on impairment/D&A, so the 26x ttm P/E overstates expense - the 12% FCF yield is the cleaner read. Leverage stepped up to 2.0x net debt/EBITDA post-deal (vs EOG 0.44x).
Note that the May-27 Mizuho PT raise to $240 was explicitly tied to higher oil-price assumptions from Iran-conflict supply risk. So it is partly a macro tailwind, not purely single-name.
Buyable
EOG Resources
$138.58+29.2% YTD+7.7% 3m-8.8% from 52-wk high
9% below high
Quality · StrongValuation · FairWinner DNA · 50/D
P/E 15xEV/EBITDA 7xEV/S 3.6xRev +16%GM 79%ROIC 58%FCF yield 5.3%net debt 0.4x EBITDA
Relative strength. LEADING - co-leader / strong #2. It sits above both its 50DMA ($137.89) and 200DMA ($119.71).
It beats XLE on 3M (+7.7% vs +1.6%) and YTD (+29.2% vs +27.0%). It is 8.8% off its high, in line with the strongest sector names.
It holds RS while the majors rolled below trend.
Valuation. This has the highest-quality balance sheet of the cohort: ROIC 58%, net debt/EBITDA 0.44x, and current ratio 1.9x. It is also the cheapest on EV/EBITDA (5.5x) and P/E (11.4x).
The -3.5% revenue decline is realized-price driven, not a volume or franchise problem, so it is not a red flag. It carries the lowest financial risk in the group.
The trade-off is modestly less price momentum than FANG, since it sits slightly farther off its high.
Too early
Viper Energy
$46.02+18.7% YTD-3.3% 3m-10.0% from 52-wk high
10% below high
Fundamentals · WeakWinner DNA · 44/F
EV/EBITDA 6.5x (GAAP net loss, P/E n/m)Rev +57% YoY ($860M->$1,346M, acquisition-fueled)EBITDA margin 88%ROIC 4.2% / ROE -1.5%FCF NEGATIVE (FCF yield -24.9%; heavy mineral-acquisition capex)net debt/EBITDA 1.8xdiv yld ~6%
Relative strength. LAGGING on the live tape. It is down 1M -7.8% and 3M -3.3%.
Both trail XLE (-1.5% / +1.6%). Both also trail the two operators.
It sits below its 50DMA ($47.20). Its YTD is the worst of the three (+18.7% vs +27-33%).
It is also furthest off its 52wk high (-10.0%). This is not price leadership, and the proposal itself concedes the sub-50DMA position.
The capital-light royalty model is thematically differentiated. But it does NOT survive the live tape as a leader.
Valuation. The royalty model is structurally high-margin: 88% EBITDA margin and zero drilling capex on the operating side. But FY2025 printed a GAAP net loss of -$68M (-$0.48 EPS).
Free cash flow was also negative (FCF yield -24.9%), driven by aggressive debt/equity-funded mineral acquisitions. Per the company 8-K, non-cash items drive the net loss.
The company guides 2026 FCF to recover sharply, and it raised the base dividend 15%. So the loss is less alarming than the headline.
Still, right now the bottom line and FCF are both negative. And the stock is the only one of the three below its 50DMA.
Own it as a differentiated thematic/income holding, not as the present-tense RS leader.

Gold & precious metals

extended-latemedium▲ 50 +54 names

What’s driving it. There's a structural floor here from central-bank buying, at 863t in 2025, plus safe-haven demand against the narrow AI melt-up. But the price action is a pause within an uptrend, not current leadership.

The streamers and turnaround names lead the GDX proxy and hold their 200DMAs: FNV, WPM and NEM. The producer AEM lags badly.

Durability. This is sustainable as a multi-year structural bull, thanks to the central-bank floor. But it's not present-tense leadership.

Wait for a 50DMA reclaim before re-calling it. Own royalty and streaming for margin resilience through the consolidation.

Producers carry more downside torque if gold breaks the base lower. The theme is genuinely durable, just in a digestion window right now.

Leaders’ fundamental health. Quality runs from strong to stretched, and the cheapest name screens best. NEM is the standout value.

It's strong: cheapest at P/E ~16x / EV/EBITDA 8.3x, highest ROE at 20.9%, best FCF yield at 6.6%, and net cash after a genuine balance-sheet turnaround. AEM is fundamentally excellent, and also strong: record FY25 margins of net 37% / EBITDA 70%, net cash, ROE 18%, PEG 0.14.

But it's the price laggard, so it's the right fundamentals on the wrong tape. The streamers FNV and WPM are stretched.

They're capital-light with 82-95% EBITDA margins and fortress balance sheets. But they trade at P/E in the mid-30s, premium multiples, with thin FCF yields on upfront stream payments.

In aggregate: fortress balance sheets, record margins, premium valuations on the streamers, and value on the producers.

Current leadersFNV · WPM · NEM · AEM
+ New leadersFNVnew breakoutFNV enters as the leading gold name on a fresh relative-strength thrust. It jumped +3.4% to $235.92, holding above its 200DMA ($223.16) and climbing back toward its 50DMA ($239.02). It sits only -17.4% off its $285.67 high.
− Removed leadersPAASrs fadedPAAS relative strength has genuinely cooled. At $55.20 it is -21.1% below its 52-wk high ($69.99) and down -0.5% on the day. It has stalled right on its 50dma ($55.26), though it still holds the 200dma ($48.52).
Basing
Franco-Nevada
$235.92+13.9% YTD-15.1% 3m-17.4% from 52-wk high
17% below high
Quality · StrongValuation · StretchedWinner DNA · 91/A
P/E 41xEV/EBITDA 26xEV/S 24.7xRev +77%GM 81%ROIC 13%FCF yield 3.3%net cash
Relative strength. Leading. It has the best YTD of the four at +13.9% and the best 3m drawdown-resistance.
It trades above its 200DMA ($223.16). It posted the strongest session of the group at +3.4%.
It outperforms the GDX proxy on all horizons, where GDX is 1m +2.8%, 3m -23.7%, YTD +2.6%. This is the clearest relative-strength leader in the cohort.
Valuation. The royalty model is capital-light, with a 95% EBITDA margin and an essentially debt-free balance sheet. But the multiple prices in the Cobre Panama restart: P/E ~36x, P/B 5.2x, EV/EBITDA 23x.
That leaves little cushion if gold consolidates lower or the restart reverses. A PEG of ~0.34 softens the headline P/E, because FY25 earnings more than doubled.
The quality is real. The price is rich.
Basing
Wheaton Precious Metals
$130.31+10.9% YTD-21.4% 3m-21.4% from 52-wk high
21% below high
Quality · StrongValuation · StretchedWinner DNA · 49/D
P/E 40xEV/EBITDA 30xEV/S 24.6xRev +89%GM 78%ROIC 16%FCF yield 1.0%net cash
Relative strength. Leading. It is up +5.0% over 1m and +10.9% YTD.
It trades above its 200DMA ($122.06), while the producers' weakest member sits below. It beats the GDX proxy on YTD and 1m.
Its 3m drawdown of -21.4% is shallower than GDX's -23.7%. This is genuine relative-strength leadership, though it sits just below its 50DMA ($133.55).
Valuation. It is the purest pick-and-shovel streamer. Net margin is 64% and EBITDA margin is 82%, on a fortress balance sheet.
But the valuation is full: P/E ~36x, P/B 6.1x, EV/EBITDA 27x. That EV/EBITDA is the richest of the group.
FCF yield is depressed at ~1% because of large upfront stream payments (Antamina ~$4.3B). So a multiple de-rate can hurt even if the metal holds.
A silver-heavy GEO mix also adds gold/silver-ratio volatility versus a pure-gold royalty.
Buyable
Newmont
$109.50+9.7% YTD-14.9% 3m-18.8% from 52-wk high
19% below high
Quality · StrongValuation · FairWinner DNA · 89/A
P/E 16xEV/EBITDA 9xEV/S 5.2xRev +47%GM 62%ROIC 12%FCF yield 6.2%net cash
Relative strength. Leading. It has the shallowest 3m drawdown of the four at -14.9% and trades above its 200DMA ($100.42).
It beats the GDX proxy on every horizon. As the largest, most-liquid US-listed producer, it has the highest torque if gold resumes.
The self-help FCF turnaround gives an operating tailwind independent of the metal. It sits marginally below its 50DMA ($111.02).
Valuation. It is the cheapest of the four on every multiple, at P/E ~16x and EV/EBITDA 8.3x. It has the highest ROE at 20.9% and the best FCF yield at 6.6%, after a genuine balance-sheet turnaround to net cash.
The trade-off is operational complexity. A sprawling, recently restructured asset base makes it the most cost-exposed and highest-beta producer if gold breaks the consolidation lower.
It is also still working through a 2026 production trough.
Too early
Agnico Eagle Mines
$178.94+5.6% YTD-29.0% 3m-29.9% from 52-wk high
30% below high
Quality · StrongValuation · FairWinner DNA · 86/A
P/E 20xEV/EBITDA 10xEV/S 7.3xRev +66%GM 66%ROIC 13%FCF yield 4.8%net cash
Relative strength. LAGGING. This is the cohort's relative laggard, not a leader.
It underperforms the GDX proxy on 1m (-0.6% vs +2.8%) and 3m (-29.0% vs -23.7%), and trails all three peers on YTD. It is the ONLY one of the four trading below BOTH its 50DMA ($194.47) and 200DMA ($182.91).
It also carries the deepest 52wH drawdown at -29.9%. The fundamentals are excellent: record FY25 margins, net cash, and ROE 18%.
But the tape directly contradicts the 'dominant-leader' tag.
Valuation. On fundamentals, this is the best-quality senior producer in the group. It has Tier-1 jurisdictions, record FY25 margins (net 37%, EBITDA 70%), net cash, ROE 18%, and an attractive PEG ~0.14.
But its relative-strength tape is the worst of the group. This is a classic 'right fundamentals, wrong tape': a high-quality name in a laggard price position below both moving averages.
As a producer, it compresses margins directly in a sustained gold drawdown. Penasquito adds a modest Mexican jurisdictional tail.
Fundamentally sound, but not a momentum leader here.

Uranium & nuclear / SMR (power-for-AI)

emerging-earlymedium✦ 393 names

What’s driving it. This is driven by narrative and deal-flow, not spot prices. Think hyperscaler nuclear PPAs, DOE HALEU contracts and enrichment deals.

Spot U3O8 is flat at ~$83-85 while the equities ran. CCJ carries verified contract power: the India $2.6B/22M-lb deal and a 49% Westinghouse stake tied to a ~$80B US build framework.

The SMR developers and enrichers are recovery and narrative names.

Durability. The demand thesis is structurally durable. But present-tense leadership is speculative and concentrated in a single confirmed name, CCJ.

The commodity isn't confirming, so treat the broader complex as early and speculative. CCJ is the durable leader.

LEU and OKLO are turnaround and pre-commercial bets whose 'leadership' is moat and narrative, not relative strength. Both sit 55-62% below their 52wk highs, while the theme proxy is only -14%.

Leaders’ fundamental health. Mixed-to-weak. CCJ is a real franchise but stretched.

It trades at ~62x EV/EBITDA, and the equity ran while spot stayed flat. Earnings are surging, it holds net cash, and it reports in CAD.

LEU is mixed. It's profitable, with ~$690M net cash and a $900M DOE HALEU order.

But revenue is dead flat, up just +1.5% YoY, and entirely forward government-funded. OKLO is weak.

It's pre-revenue, with FCF of -$51M in Q1 and no deployment until ~2027+. It holds ~$1.6B cash, but that was freshly raised via $1.18B of Q1 dilution.

Its 14 GW pipeline is non-binding LOI grade. In aggregate, only CCJ has trailing earnings.

The rest depend on policy, contracts, and capital.

Current leadersCCJ · LEU · OKLO
− Removed leadersUECstill strong droppedUEC is still strong on the tape. It is up 13.6% on the day to $15.44. It holds above its 50-day ($14.02) and 200-day ($13.83) averages and sits only ~24% off its $20.34 52-week high. It simply was not re-surfaced this run. That is not a deterioration signal.
Extended
Cameco
$120.51+31.7% YTD-4.2% 3m-10.9% from 52-wk high
11% below high
Quality · MixedValuation · StretchedWinner DNA · 22/F
P/E 93xEV/EBITDA 62xEV/S 15.7xRev +7%GM 36%ROIC 5%FCF yield 1.9%net cash
Relative strength. LEADING. It is up +31.7% YTD vs the URA theme proxy's +25.0%.
It sits only -10.9% off its 52w high vs URA's -14.2%. It trades above both its 50d ($113.6) and 200d ($100.9).
This name is carrying the move, not chasing it - confirmed on the live tape.
Valuation. This is a real franchise with surging earnings (FY25 net income +243%) and a net-cash balance sheet. Its contract power is verified: the $2.6B/22M-lb/9-yr India deal (announced 2026-03-02) plus a 49% Westinghouse stake tied to a ~$80B US build framework.
But the equity is priced for perpetual escalation at ~62x EV/EBITDA and ~16x EV/Sales. Spot uranium is flat while the stock has run.
So it is discounting future term escalation plus Westinghouse optionality, not realized spot gains. It reports in CAD.
It is up 7% today and near the 52w high, so buy on a pullback toward the 50d rather than chasing the green candle.
Basing
Centrus Energy
$199.13-17.8% YTD-4.2% 3m-57.1% from 52-wk high
57% below high
Fundamentals · MixedWinner DNA · 20/F
EV/EBITDA ~33xEV/S ~8xRev $448.7M +1.5% YoY (essentially flat)GM 26.2%ROE 10.2%FCF+ (small)NET CASH ~$690M (netDebt/EBITDA -6.8)EPS dil $3.90
Relative strength. LAGGING - badly. It is down -17.8% YTD vs the URA theme proxy's +25.0%.
It sits -57.1% off its 52w high. It trades BELOW its 200d ($248.8) and only just above its 50d.
Today's +5.4% is a bounce inside a broken downtrend, not leadership. The proposal's 'leader = most-advanced incumbent' framing is a fundamental/narrative claim, NOT supported by the price tape.
Valuation. This name is genuinely profitable (FY25 net income $77.8M, EPS dil $3.90). It has a fortress, net-cash balance sheet (~$690M net cash verified) and a verified policy tailwind: the $900M DOE HALEU task order at Piketon (announced 2026-01-05, plus up to $170M options).
BUT revenue is dead flat YoY (+1.5%). The entire thesis is forward government-funded HALEU conversion, not current growth, and the stock reflects that skepticism.
It has lost more than half its value from the 52w high and is the clear laggard of this trio on every horizon out to YTD. Treat it as a basing/turnaround call: a constructive base above the 50d, with a reclaim of the 200d as the trigger.
It is NOT a momentum leader. It is volatile and reliant on DOE budget follow-through plus competitor scaling (the Oct-2024 award included three other domestic/allied enrichers).
Extended
Oklo
$73.47+2.4% YTD+13.7% 3m-62.1% from 52-wk high
62% below high
Quality · WeakWinner DNA · 6/F
ROIC -9%FCF yield -0.9%net debt 5.7x EBITDA
Relative strength. MIXED. It leads the SMR sub-group on momentum but lags the broad theme on YTD.
Its 1m +4.3% and 3m +13.7% beat URA, and it sits above its 50d ($62.5). But YTD +2.4% LAGS URA's +25%.
It is -62% off its 52w high and below its 200d ($85.7). It is the strongest SMR developer (vs NuScale/SMR at -76% from high, below 200d).
Still, it is a recovering high-beta expression, not a theme leader in absolute terms.
Valuation. This is the cleanest power-for-AI SMR expression. It has a verified 14 GW pipeline anchored by a 12 GW Switch master power agreement plus Equinix.
It also cleared a real regulatory de-risking event: the NRC approved the Aurora Principal Design Criteria topical report on 2026-05-06 (accelerated timeline). It is funded into development with ~$1.6B cash.
BUT this is the speculative leg. It has zero product revenue, deeply negative returns, and FCF -$51M in Q1.
Commercial deployment is not until ~2027+. And the Q1-26 cash hoard came via a $1.18B equity raise, so that is real dilution.
The 'no near-term dilution panic' is only true because it just diluted. It is up 9.8% today and -62% from its high.
Treat it as a high-beta call-option position sized small, not a core holding. The pipeline GW are LOI/non-binding-grade, not booked revenue.

Power-for-AI generation / utilities & independent power producers

fadingmedium✦ 523 names

What’s driving it. The structural demand is real. Hyperscaler nuclear PPAs point to ~580 TWh of data-center demand by 2028.

But that demand is ALREADY expressed through the names that actually trend: copper, electrical-equipment (VRT/ETN), and CCJ. It is NOT expressed through the broken IPP equities.

The downtrend was fed by late-May data-center grid and state pushback, plus CEG's $3.1B dilutive secondary block sale.

Durability. Short-term broken, even though the demand thesis is durable. Only two names survive as relative-strength leaders: GEV, which sits above its 200DMA, and TLN, the one IPP above both MAs.

CEG and VST are technically broken pure-plays. Wait for the IPPs to reclaim their 200DMA before re-engaging.

The demand is durable. The current IPP price expression is not.

Leaders’ fundamental health. Stretched-to-weak. GEV is stretched.

It carries the richest multiple at ~46x EV/EBITDA on 6.3% ROIC, and FY25 net income was flattered by a ~$2.05B tax benefit. Its balance sheet is genuinely net-cash.

TLN is weak on GAAP. FY25 showed a net LOSS of -$219M, EPS of -$4.79, and ROE of -20%.

The thesis leans entirely on adjusted EBITDA/FCF and forward FCF guidance, so own it as torque, not quality. CEG is mixed.

The nuclear franchise is quality, but FY25 net income fell -38% YoY, EPS dropped from $11.90 to $7.40, the FCF yield is a thin 1.2%, and there's a fresh dilution overhang. In aggregate, the franchises and backlogs are real, but GAAP earnings quality is poor and valuations rich.

Current leadersGEV · TLN · CEG
+ New leadersCEGreturningCEG is technically still broken. At $272.65, it sits -33.9% below its $412.70 52-wk high. It also trades below both its 50DMA ($291.50) and 200DMA ($322.92). So it re-surfaces as a beaten-down power-for-AI name trying to regain leadership, not a fresh breakout. It's up +2.6% today and holding above its $243 yearLow.GEVnew breakoutGEV enters as the theme's relative-strength leader. At $969.67, up +2.0% today, it trades +29% above its 200DMA ($749.91). It's the strongest data-center-buildout name on 3m and YTD. That's despite being -17.9% off its $1181.95 high and below its 50DMA ($1002.44).TLNnew breakoutTLN is up +2.20% to $385.51. It is the only pure-play IPP back above both its 50-day ($349.97) and 200-day ($371.62). It reclaimed the 200-day from below, a buyable-near-pivot breakout. It still sits ~14.6% under its 52-week high ($451.28).
Basing
GE Vernova
$969.67+48.4% YTD+10.1% 3m-18.0% from 52-wk high
18% below high
Quality · MixedValuation · StretchedWinner DNA · 63/C
P/E 53xEV/EBITDA 67xEV/S 6.5xRev +16%GM 19%ROIC 6%FCF yield 1.4%net cash
Relative strength. LEADING. It is the only name in the group above its 200DMA ($749.91, +29%).
It is also the strongest on 3m/YTD. It beats theme proxy XLU decisively (XLU 3m -7.3% / YTD +2.8%).
It beats the S&P too (SPY YTD ~+11%). The -8.8% 1m is the late-May data-center-pushback pullback, not a trend break.
It sits just below its 50DMA ($1,002).
Valuation. It carries the highest multiple in the group (EV/EBITDA ~46x, FCF yield only ~2%). That leaves no margin for backlog slippage.
Net income nearly tripled FY24->FY25 ($1.55B->$4.88B), but a tax benefit flatters the trailing P/E. ROIC (6.3%) is far below ROE (44%).
The 44% ROE is balance-sheet-light, not operating-return-driven. The balance sheet is a genuine fortress (net cash) with real FCF.
But the stock is priced for flawless backlog conversion.
Buyable
Talen Energy
$385.51+2.8% YTD+9.1% 3m-14.6% from 52-wk high
15% below high
Quality · MixedValuation · StretchedWinner DNA · 39/F
EV/EBITDA 57xEV/S 9.4xRev +345%GM 61%ROIC -1%FCF yield 2.3%net debt 14.6x EBITDA
Relative strength. LEADING within the IPP sub-group. It is the only pure-play independent power producer above BOTH its 50DMA ($350) and 200DMA ($372).
It held its uptrend through the May IPP selloff while CEG/VST broke. It beats theme proxy XLU on every window (XLU 3m -7.3%, YTD +2.8% flat; TLN 3m +9.1%).
It is also the smallest cap (~$17.6B), so it is the highest-torque single-asset nuclear-for-AI expression.
Valuation. The GAAP fundamentals are poor and diverge sharply from the adjusted story management sells. FY25 swung to a -$219M GAAP net loss, driven by ~$526M stock-based comp and one-offs.
GAAP EBITDA of only $415M makes netDebt/EBITDA screen at 14.6x. On management's adjusted EBITDA (~$1B+), leverage is ~3-4x.
But reported FCF yield is a thin 2.4%. And the ~$41/share 2028 FCF guide is a forward promise, not a trailing fact.
The technical leadership is real. The GAAP financials are not investment-grade clean.
Own it as a momentum/torque expression, not a quality compounder.
Avoid
Constellation Energy
$272.65-22.8% YTD-22.9% 3m-33.9% from 52-wk high
34% below high
Quality · MixedValuation · StretchedWinner DNA · 48/D
P/E 42xEV/EBITDA 21xEV/S 4.0xRev +64%GM 43%ROIC 4%FCF yield 1.3%net debt 1.0x EBITDA
Relative strength. LAGGING and technically BROKEN. It is below both its 50DMA ($291) and 200DMA ($323), and -34% off its high.
It underperforms the theme proxy on every window (XLU 3m -7.3% vs CEG -22.9%). Its 3m and YTD are the worst in the group.
The franchise is intact: largest US nuclear operator, ~55 GW post-Calpine, with Microsoft/Meta hyperscaler PPAs. But the tape is in a clear downtrend.
A fresh $3.1B dilutive secondary block sale (~11M shares at $281) compounds it. So does a 2026 EPS guide ($11-12) below consensus.
Valuation. It is a quality franchise, but the read is mixed-to-cautionary. FY25 net income fell 38% y/y.
EPS dropped from $11.90 to $7.40 (P/E still ~37x). FCF yield is a thin 1.2%.
The Calpine integration plus the just-announced $3.1B equity raise add financing/dilution overhang on top of an already-broken chart. The analyst avg target (~$369) sits ~35% above spot, so the value case exists.
But buying here is fighting the tape, exactly the risk the orchestrator flagged.

Healthcare & financials (persistent laggards)

fadinghigh● 65 +14 names

What’s driving it. The sector is weak, but a few single names are winning on their own stories. UNH is on a 2026 margin-repair turnaround, with Q1 adj EPS of $7.23, an MCR of 83.9%, and FY26 guidance raised to >$18.25.

LLY won FDA approval for orforglipron/Foundayo on Apr 1, 2026. The popular 'healthcare laggard-to-leader' biotech-rotation narrative is NOT yet price-validated.

XBI is weak and VKTX is broken.

Durability. The sector is a laggard for now, with both below their 200DMAs. The leadership is name-specific and uneven.

LLY's RS leadership is the cleanest and most durable. It sits above both MAs with healthy growth.

UNH's recovery is already extended, up +28% in 3 months. JPM's 'leadership' is overstated.

It's below both MAs and lagging XLF YTD. VKTX is a broken-chart binary, not a leader.

Leaders’ fundamental health. These span the full range. LLY is stretched.

It has best-in-class growth, with revenue up +44.7%, ROE of 77.8%, and ROIC of 30.2%. But EV/S is 15.3x and the FCF yield is <1%, so the price prices perfection.

JPM is strong. ROE is 15.7%, the P/E is 15.8x, CET1 is a fortress, and it's the most diversified bank.

The quality is genuine, but the leadership claim is weak. UNH is mixed.

FY25 fundamentals DETERIORATED: net income fell, net margin was 2.7%, and ROE and ROIC were both down YoY. The bull case rests entirely on forward quarterly repair.

VKTX is weak. It's pre-revenue, the FY25 loss widened to -$359.6M, and ~$165.8M of cash gives only ~0.6yr of runway, with dilution and binary Phase 3 risk.

In aggregate, quality is real at LLY/JPM, recovering at UNH, and absent at VKTX.

Current leadersUNH · LLY · JPM · VKTX
+ New leadersJPMreturningJPM re-enters the laggard financials theme as a mild underperformer trying to stabilize, not on strength. At $300.96, it's -10.8% below its $337.25 high. It sits just under both its 50DMA ($302.99) and 200DMA ($305.80). It's up +1.5% today.LLYnew breakoutLLY leads the healthcare theme on relative strength. At $1064.84, it trades well above both its 50DMA ($957.76) and 200DMA ($939.55). It sits only -7.3% off its $1149.10 high. That holds even after a -1.6% pullback today.UNHnew breakoutUNH leads its lagging healthcare theme with the strongest sector RS. The day was flat at -0.51% to $377.92. It sits ~11% above its 50-day ($340.32) and ~16% above its 200-day ($327.14). It trades ~6.5% below its 52-week high ($404.15). This reflects a sharp recovery breakout off the lows.VKTXreclassifiedVKTX is a genuine laggard, not a leader. At $29.29 it sits -32.1% below its $43.15 52wk high. It is below both its 50DMA ($32.46) and 200DMA ($32.44). It fell -6.33% on the day. So it surfaces only as the persistent-laggard exemplar of the healthcare theme, not on any relative strength.
Extended
UnitedHealth Group Incorporated
$377.92+14.5% YTD+28.2% 3m-6.5% from 52-wk high
6% below high
Fundamentals · MixedWinner DNA · 11/F
EV/EBITDA 15.4xP/E 24.9xRev +11.8% ($400B→$448B FY25)GM 18.5% / net margin 2.7% (compressed)ROE 12.8% / ROIC 8.2% (both DOWN YoY)FCF yield 5.4%net-debt/EBITDA 2.34x (rising)
Relative strength. LEADING, with the strongest RS of the group. YTD it is +14.5% against XLV at -5.4%, a lead of ~20pp.
Over 3m it is +28.2% versus XLV at -7.7%, a dramatic recovery off the $234.60 52w low. It trades above both the 50DMA ($340.32) and the 200DMA ($327.14).
The market is rewarding the 2026 margin-repair execution.
Valuation. Leadership here is a 2026-quarterly turnaround story, not clean structural strength on the trailing FY. FY2025 fundamentals deteriorated.
Net income fell from $14.4B to $12.1B. Net margin dropped to 2.7%, ROE from 15.5% to 12.8%, and ROIC from 12.3% to 8.2%.
Net-debt/EBITDA rose to 2.34x. The bull case rests on live Q1-2026 data (verified): adj EPS $7.23, MCR improved to 83.9%, and FY26 adj EPS guidance raised to >$18.25, with margins rebuilt via deliberate membership attrition.
But after a +28% 3-month run and within ~6.5% of the 52w high, this is leadership-by-recovery that is already extended. Execution risk on the multi-year plan plus residual regulatory and litigation overhang make it the highest-uncertainty name.
Buyable
Eli Lilly and Company
$1,064.84-0.9% YTD+4.6% 3m-7.3% from 52-wk high
7% below high
Quality · StrongValuation · StretchedWinner DNA · 87/A
P/E 49xEV/EBITDA 37xEV/S 15.9xRev +56%GM 82%ROIC 30%FCF yield 0.9%net debt 1.3x EBITDA
Relative strength. LEADING. YTD it is down -0.9% against XLV at -5.4%, leading the sector by ~4.5pp.
Over 3m it is +4.6% versus XLV at -7.7%, a lead of ~12pp. Its 1m of +10.5% is the strongest of the three large-caps.
It trades above both the 50DMA ($957.76) and the 200DMA ($939.55). This is clear relative strength in a red Healthcare sector, not a sympathy bounce.
It is down -1.6% on the as-of day, but the trend structure is intact.
Valuation. Growth and returns are best-in-class for a $1.0T pharma, but the valuation prices perfection. EV/S is 15.3x and FCF yield is under 1%.
FCF lags net income on heavy incretin-capex and inventory build, with DIO ~475 days. The orforglipron/Foundayo FDA approval (Apr 1, 2026, confirmed) is a real fresh catalyst.
But any commercial-ramp or manufacturing-supply miss would compress the premium fast. The stock has strong RS and is fundamentally healthy on growth and returns.
The caution is price, not the business.
Basing
JPMorgan Chase &
$300.96-6.6% YTD+1.2% 3m-10.8% from 52-wk high
11% below high
Fundamentals · StrongWinner DNA · 41/F
P/E 15.8xP/B 2.48xRev/share +6.5%net margin 20.4%ROE 15.7% / ROTCE strongdiv yield 1.85%CET1 fortressmost diversified revenue in the sector
Relative strength. MIXED, a mild laggard on the trailing tape. YTD it is -6.6%, slightly worse than XLF at -6.0%.
Its 1m of -3.7% is weak. Only 3m edges the sector, at +1.2% versus XLF +0.3%.
It trades below both the 50DMA ($302.99) and the 200DMA ($305.80). The +1.48% green day cited in the thesis is a single session.
The broader trailing picture is a quality bank recovering toward its sector trend, not leading it.
Valuation. Fundamentally, this is the best-quality and most-diversified US bank, with ROE of 15.7%, P/E of 15.8x, and record Q1-2026 Markets/IB flow. That is real and not in dispute.
The weak part is the leadership claim. On the live tape JPM is below its 50DMA and 200DMA, and it marginally lags XLF YTD.
So it is a high-quality name basing and recovering, not a confirmed sector leader. The thesis leaned on one +1.5% up-day, but the trailing 1m (-3.7%) and YTD (-6.6%) undercut the clean-leader framing.
The capital-markets revenue carrying the story is cyclical off record levels.
Avoid
Viking Therapeutics
$29.29-16.6% YTD-12.1% 3m-32.1% from 52-wk high
32% below high
Fundamentals · WeakWinner DNA · 6/F
Pre-revenueRev $0net loss -$359.6M FY25 (loss WIDENED from -$110M as R&D tripled to $345M)FCF -$278.7Mcash $165.8M at YE25 (≈0.6yr runway at FY25 burn → dilution risk)no debt~$3.4B mkt cap
Relative strength. LAGGING, and broken. YTD it is -16.6% and 3m is -12.1%, and it is down -6.3% on the as-of day.
It trades below both the 50DMA ($32.46) and the 200DMA ($32.44), and sits -32% off its 52w high. This is a broken, downtrending chart, not a leader on any timeframe.
That is consistent with its self-labeled high-beta-expression role, but it must not be presented as a leadership name.
Valuation. This is a pre-revenue clinical-stage biotech. It has $0 revenue and an FY2025 net loss of -$359.6M, which widened sharply as R&D tripled.
FCF was -$278.7M, and it held only $165.8M cash at year-end. That is roughly 0.6 year of runway at the FY25 burn rate, so a capital raise and dilution is a near-term overhang, on top of the binary VANQUISH-2 Phase 3 readout (Q3 2026).
The proposal correctly frames it as a convex satellite, not a leader. Position-size it as a high-volatility option on the oral-obesity theme.
It is the laggard and broken chart of the group, and should be flagged as such.

Cybersecurity

carried forward
established-leadinghigh● 97 -33 names

What’s driving it. Fortinet's blowout Q1-2026 sparked a sector-wide AI-security re-rating. Billings rose +31%, product +41%, and OT billings +70%.

AI is both the threat and the tailwind, since security budgets are rising as AI lowers the cost of attack. CRWD and PANW report this week, and a soft print is the proximate risk.

Durability. The short-term move is parabolic and sympathy-correlated. CRWD and PANW each roughly DOUBLED in 3mo, and FTNT is up +86%.

So the IMMEDIATE leg is stretched and pullback-prone. The underlying spend cycle is sustainable.

But the specific 06-01 melt-up was one earnings-driven tide, not four independent breakouts. Durability of the THEME is high.

Durability of the current PRICE is low.

Leaders’ fundamental health. Mixed in aggregate, with a clear quality leader. FTNT is the standout.

It's GAAP-profitable, with FY25 net income of $1.85B, ROIC of ~29%, an 81% gross margin, a ~3.8% FCF yield, and the lowest EV/S at ~8.5x, though its appliance-led revenue is cyclical. PANW is the other profitable name.

ROE is ~14.5%, the FCF yield is ~3%, and EV/S is ~12x, but it carries a ~$25B CyberArk plus $3.35B Chronosphere integration/dilution overhang. CRWD is still GAAP-loss-making at -$162.5M, with the loss WIDENED YoY, on a 22x EV/S nosebleed multiple.

ZS is the broken laggard, down -30.8% YTD, -53.8% below its high, below its 200DMA, and GAAP-loss-making. It is NOT a leader.

All four are net-cash.

Current leadersFTNT · PANW · CRWD
Extended
Fortinet carried
$148.86+91.2% YTD+88.0% 3m-0.1% from 52-wk high
at 52-wk high
Quality · StrongValuation · StretchedWinner DNA · 75/B
P/E 59xEV/EBITDA 43xEV/S 15.6xRev +20%GM 80%ROIC 29%FCF yield 2.0%net cash
Relative strength. It is leading its proxy CIBR by a wide margin. YTD it is up +91.2% versus CIBR's +33.5%, a gap of +57.7pp.
Over 1 month it is up +72.5% versus +37.2%. Over 3 months it is up +88.0% versus +48.8%.
Valuation. It has the healthiest fundamentals in the group. It is GAAP-profitable, with FY25 net income of $1.85B and EPS of $2.44.
ROIC is about 29%, gross margin is 81%, and FCF yield is roughly 3.8%. It also carries the lowest EV/Sales at about 8.5x.
Every proposal specific checks out: product grew +41% to $645M, OT billings rose +70%, total billings rose +31%, and FY26 billings guidance is $8.8-9.1B. The differentiated FortiASIC hardware moat is real.
The proposal names the right risk. Appliance-led revenue makes the refresh tailwind cyclical.
Once the FortiGate upgrade wave matures, product comps get hard. Capex pullbacks also hit hardware faster than software ARR.
The tape is extended, up +86% in 3 months and at a fresh high of 1.53x its 50-day and 1.73x its 200-day.
Extended
Palo Alto Networks carried
$283.13+53.7% YTD+78.6% 3m-6.5% from 52-wk high
6% below high
Quality · MixedValuation · Stretched
P/E 170xEV/EBITDA 98xEV/S 20.6xRev +31%GM 68%ROIC 6%FCF yield 1.8%net cash
Relative strength. LEADING vs CIBR (Cybersecurity proxy): YTD +53.7% vs CIBR +28.7% (+25.0pp); 3m +78.6% vs CIBR +42.1% (+36.5pp); 1m +53.9% vs CIBR +29.7% (+24.2pp)
Valuation. Best fundamental profile of the group — GAAP-profitable (FY25 net income $1.13B, ROE ~14.5%), ~3% FCF yield, lowest EV/Sales (~12x) of the four. The proposal's moat/platformization thesis checks out (NGS ARR $6.3B +33%; CyberArk ~$25B and Chronosphere $3.35B deals confirmed).
The caution is purely the tape: +100% in 3 months to a fresh high at 1.57x its 50-day. Integration/dilution risk from two large acquisitions plus lumpy, discount-led platform deals (soft Q2-FY26 EPS guide) are real.
Constructive to own, but not to chase here.
Extended
CrowdStrike Holdings carried
$753.04+60.7% YTD+84.7% 3m-4.2% from 52-wk high
4% below high
Quality · MixedValuation · Stretched
EV/EBITDA 1009xEV/S 38.3xRev +23%GM 76%ROIC -4%FCF yield 0.7%net cash
Relative strength. LEADING vs CIBR (Cybersecurity proxy): YTD +60.7% vs CIBR +28.7% (+32.0pp); 3m +84.7% vs CIBR +42.1% (+42.6pp); 1m +58.1% vs CIBR +29.7% (+28.4pp)
Valuation. Valuation is the entire risk and the proposal is right about it: EV/Sales ~22x and triple-digit forward P/E with the company STILL GAAP-loss-making (FY26 net loss WIDENED YoY to -$162.5M). FCF-positive only.
Up +103% in 3 months and +7% on the day to a fresh high at 1.62x its 50-day — buying here is chasing a parabolic move into earnings-grade extension, not entering near support. Any ARR deceleration or a repeat operational incident (2024 outage) de-rates violently from a zero-cushion multiple.

Neocloud / AI Datacenter Buildout (GPU-rental + servers)

carried forward
emerging-earlymedium▼ 66 -44 names

What’s driving it. Vera Rubin NVL72 validation (CRWV, 06-01), HPE's record Q2 FY26 beat ($10.68B rev +40% YoY, biggest beat since 2018), and multi-year hyperscaler capacity contracts (NBIS Microsoft $17B + Meta $27B; CRWV $99.4B backlog; IREN Microsoft $9.7B + NVIDIA $3.4B).

Durability. Short-term momentum is real but fragile — three of four names carry Weak/Stretched balance sheets and the group is a laggard catching up to the extended parent (CRWV still ~33% below its $187 high). The contracts are multi-year, but the leverage (CRWV current ratio 0.31, working capital -$12.2B, Q1 FCF -$4.7B) means this is the highest tail-risk expression of the AI buildout; durability is contract-backed but financially precarious.

Leaders’ fundamental health. Weak-to-mixed in aggregate — the lowest-quality theme in the AI complex. CRWV is Weak (current ratio 0.31, WC -$12.2B, Q1 FCF -$4.7B, D/E 3.7x, EV/S ~27x).

NBIS is Stretched (EV/S ~68x, Q1 GAAP 'profit' is ~$743M non-operating other income masking a -$128M operating loss) but has the best balance sheet (current ratio 8.3x, near-net-cash). IREN is Weak (FCF -$0.92B/qtr, beta 4.18, revenue DECLINING sequentially $240M→$185M→$145M as the mining base winds down faster than AI ramps).

HPE is the only FCF-positive name (Mixed: EV/S ~5x, P/E ~16x, ~5.2% FCF yield) but thin AI-server margins.

Current leadersCRWV · HPE · IREN · NBIS
Basing
CoreWeave carried
$112.27+41.5% YTD+43.9% 3m-40.0% from 52-wk high
40% below high
Fundamentals · Weak
EV/S ~26.8xRev +112% YoY (Q1'26 $2.08B vs $0.98B)GM 65.5%ROIC -0.3%FCF -$4.7B/qtr (yield -11.5%)current ratio 0.31 / WC -$12.2B / debt-to-equity 3.7x
Relative strength. LAGGING its theme proxy SMH: CRWV YTD +41.5% vs SMH +68.5%; 1m -5.7% vs SMH +23.4%; 3m +43.9% vs SMH +54.7%. Underperforms on every horizon.
Valuation. Extreme balance-sheet fragility is the real story: current ratio 0.31, working capital -$12.2B, Q1 FCF -$4.7B, EV/Sales ~27x. Debt-funded GPU capex against customer-concentrated contracts (Meta + Microsoft).
$99.4B backlog is the bull case but a debt-funded, deeply FCF-negative issuer carries the highest tail risk of the four. Reclaimed both 50/200DMA today but did so via a +14% gap — the reclaim is real, the gap is the extension.
Extended
Hewlett Packard Enterprise carried
$53.25+120.2% YTD+140.4% 3m-17.1% from 52-wk high
17% below high
Quality · MixedValuation · Stretched
P/E 1237xEV/EBITDA 42xEV/S 3.2xRev +41%GM 37%ROIC -1%FCF yield 0.9%net debt 7.0x EBITDA
Relative strength. LEADING its theme proxy SMH by a wide margin: HPE YTD +120.2% vs SMH +68.5%; 1m +86.3% vs SMH +23.4%; 3m +140.4% vs SMH +54.7%. Price $53.25 sits +79% above its 200-day ($24.67) and +79% above 50-day ($29.81) — parabolic extension.
Valuation. Far more reasonable valuation than the pure-plays (EV/S ~5x, P/E ~16x) and genuinely FCF-positive — the only one of the four generating free cash. But the stock doubled in a month (50DMA $28.63, price +64% above it; 200DMA $24.37, +93% above) and printed an all-time high on an earnings gap.
AI-server margins are thin/pass-through; legacy server/networking/Juniper dilute buildout purity. Lowest-risk fundamentally but most chase-extended technically.
Extended
IREN carried
$67.62+58.2% YTD+63.5% 3m-12.0% from 52-wk high
12% below high
Quality · WeakValuation · Stretched
P/E 278xEV/EBITDA 95xEV/S 54.3xRev -0%GM 65%ROIC 1%FCF yield -4.7%net debt 1.4x EBITDA
Relative strength. Mixed vs theme proxy SMH but LEADING on momentum: IREN 1m +48.2% vs SMH +23.4% and 3m +63.5% vs SMH +54.7% both lead; YTD +58.2% trails SMH +68.5% modestly. Net near-term leader.
Price $67.62 is +39% above 50-day ($48.75).
Valuation. Highest-risk of the four: beta 4.18, an unfinished pivot from Bitcoin mining to AI cloud (revenue actually fell sequentially $240M Q1 -> $185M Q2 -> $145M Q3 FY26 as mining cash flows are abandoned), deeply FCF-negative (-$0.92B/qtr), and GPU-asset-backed leverage ($3.65B) that amplifies downside if AI-cloud ramp slips or GPU collateral values fall. Retrofit execution to contracted 480MW AI spec is unproven.
Sizing it as a leader overstates a still-transitioning, leverage-dependent story — the proposed high-beta-expression tag is the honest call.
Extended
Nebius Group N.V carried
$250.25+178.5% YTD+175.0% 3m-10.3% from 52-wk high
10% below high
Quality · MixedValuation · Stretched
P/E 591xEV/S 119.8xRev +622%GM 21%ROIC -5%FCF yield -6.1%net cash
Relative strength. LEADING its theme proxy SMH dramatically: NBIS YTD +178.5% vs SMH +68.5%; 1m +62.0% vs SMH +23.4%; 3m +175.0% vs SMH +54.7%. Strongest leader in the theme.
Price $250.25 is +52% above 50-day ($164.72) and +118% above 200-day ($114.52) — heavily extended.
Valuation. Best balance sheet of the four (current ratio 8.3x, effectively net cash, FCF near breakeven) and explosive revenue growth, but valuation is the richest in the group at EV/Sales ~68x. Q1'26 'profit' ($621M net income / $2.40 EPS) is driven by ~$743M of non-operating other income — core operating income was -$128M, so do not read the GAAP profit as operational.
Move is momentum-loaded (~7.6x off its 52w low in a year); Netherlands/post-Yandex structure adds governance optics. The strongest tape but the most stretched multiple.

Enterprise Software (AI monetization)

carried forward
emerging-earlyhigh▼ 33 -191 names

What’s driving it. Agentic-AI monetization (ServiceNow Now Assist ACV target raised to $1.5B from $1B; PLTR revenue +84.7% YoY; Salesforce Agentforce $1.2B ARR +205%) plus a sector-wide software rally (IGV +5.9% on 06-01). The 'software is a laggard' read was a GICS-bucket artifact — software lives in Tech (+1.59%), not the -1.53% Comm Services bucket.

Durability. Most sustainable RUNWAY of the AI complex because YTD is still low (IGV only +1.9%) and the basket is a fresh base-breakout, the OPPOSITE of an extended trend — the deep discount-to-high leaves room. But on the live tape the individual leaders are recovery-bounce names (NONE beats IGV over 3mo or YTD; only NOW leads on 1mo, a parabolic +53% bounce off a 52-week low), so durability favors the BASKET/ETF over chasing single parabolic recoveries.

Leaders’ fundamental health. Mixed with a wide quality and valuation spread. NOW is Strong (22% durable subscription growth, 75% GM, 40%+ FCF margin) but extended +53% in a month.

PLTR is Stretched — elite/accelerating fundamentals (rev +85%, 46% op margin, 55% FCF margin, net cash) at the most extreme valuation in software (~213x TTM EV/S; analyst avg PT only ~2.3% above spot). CRM is Mixed and the deepest laggard (below both MAs, -20.9% YTD, growth decelerated to ~13%) with a NEW balance-sheet flag — a $24.8B debt issuance funded a $27.2B buyback, pushing net-debt/EBITDA to ~13.6x from ~2.6x.

Current leadersNOW
− Removed leadersPLTRrs fadedPLTR continued to lose relative strength, as flagged. A -5.3% down day to $152.17 leaves it -26.7% below its 52-wk high ($207.52). It is back below its 200dma ($161.67). That confirms the prior 'LAGGING the theme proxy' read.
Basing
ServiceNow carried
$121.52-17.6% YTD+11.1% 3m-42.5% from 52-wk high
42% below high
Fundamentals · StrongWinner DNA · 67/C
EV/S ~28.6x TTMRev +22.1% YoY (Q1'26 $3.77B, subs +22%)GM 75.1%op margin 13.3% GAAPROE ~4%/qtrFCF+ ($1.53B, 41% FCF margin)~net cash (net debt/EBITDA -0.4)
Relative strength. LAGGING its theme proxy IGV structurally: NOW YTD -17.6% vs IGV -2.0%; 3m +11.1% vs IGV +21.6%. Only the 1m bounce leads (NOW +33.3% vs IGV +16.3%) off its May low.
Price $121.52 above 50-day ($98.44) but still below 200-day ($141.08); deep 42.5% drawdown from highs.
Valuation. Best-quality growth-at-scale of the three: 22% durable subscription growth, 75% GM, 40%+ FCF margin, Now Assist AI ACV target RAISED to $1.5B from $1B (verified). But after a +53% one-month vertical move off the low, the entry is extended — buying here is chasing the highest-beta recovery in the group, which re-rates down fastest if attach rates stall.
Direct agentic-AI competition from Salesforce/Microsoft on the same workflow budget.

Quantum Computing — laggard-to-leader reversal into the Quantinuum IPO

carried forward
emerging-earlymedium● 47 -23 names

What’s driving it. US Commerce/NIST $2.013B CHIPS incentives + minority equity stakes across nine quantum names (May 21, verified) plus the imminent upsized Quantinuum IPO (~$1.43B, up to $14.3B valuation) — a consensus-confirming event still AHEAD, meaning broad recognition has not arrived.

Durability. Short-term and event-driven — high-beta basket sized as a TRADE, not a core holding. The reversal is recent (basket bottomed late March; IONQ ~+132% since), the policy catalyst is discrete, and the IPO is the proximate event.

All names pulled back/consolidated into the IPO (IONQ -3.9% on 06-01) rather than blowing off, which keeps it early; but this is the least fundamentally-grounded theme and durability depends entirely on the IPO landing well and government endorsement holding.

Leaders’ fundamental health. Weak across the pure-plays — selection here is PURELY relative-strength, not fundamentals. IONQ is the genuine RS leader (only pure-play beating the QTUM ETF YTD, real revenue $64.7M) but Weak fundamentally (EV/S ~150x, FCF -$159M/qtr, cash fell $1.04B→$0.5B in a quarter; Q1 GAAP 'profit' is a non-cash warrant gain masking a -$271.5M operating loss; EXCLUDED from the May 21 government program).

QBTS and RGTI are mis-tagged laggards (QBTS YTD +8.3%, -37.6% off high, EV/S ~1753x; RGTI -55.9% off high, NEGATIVE gross margin). HON is the only investment-grade expression but a heavily DILUTED proxy (Quantinuum is a small slice of a $150B industrial).

Current leadersIONQ · QBTS · RGTI
Extended
IonQ carried
$69.20+54.2% YTD+80.3% 3m-18.2% from 52-wk high
18% below high
Quality · MixedValuation · Stretched
EV/S 182.9xRev +755%GM 24%ROIC -9%FCF yield -1.2%net debt 2.1x EBITDA
Relative strength. LEADING QTUM on every window: YTD +54.2% vs QTUM +51.8%; 3m +80.3% vs QTUM +42.6%; 1m +51.3% vs QTUM +22.7%
Valuation. Revenue/backlog/scale leader of the pure-plays and the only one beating the theme ETF YTD, but EV/Sales ~150x and FCF -$159M/qtr make it a pure momentum/story valuation. The Q1 GAAP net income of $805M / EPS $2.24 is an accounting artifact (a ~$1.07B non-operating warrant/derivative gain), NOT operating profit — operating income was -$271.5M and cash fell from $1.04B to $0.5B in one quarter.
Largest cap ($25.9B) and highest beta, so most downside if euphoria fades; excluded from the May 21 government equity round.
Extended
D-Wave Quantum carried
$28.13+7.6% YTD+48.6% 3m-39.8% from 52-wk high
40% below high
Quality · WeakValuation · Stretched
EV/S 390.4xRev -81%GM 64%ROIC -11%FCF yield -0.7%net debt 1.7x EBITDA
Relative strength. MIXED vs QTUM: LAGGING YTD (+7.6% vs QTUM +51.8%) but LEADING recently (3m +48.6% vs +42.6%; 1m +34.3% vs +22.7%) — laggard-to-leader reversal underway
Valuation. The strongest CASH position relative to its peers and a real commercial annealing product, but the 'dominant-leader / best fundamentals / cohort's top performer' framing does not survive the tape: revenue recognized was only $2.86M in Q1 (the $33.4M is BOOKINGS, not revenue), EV/Sales is ~1753x — the richest in the entire cohort — and the stock is a YTD laggard (+8.3%) trading -37.6% below its 52w high while the theme ETF makes new highs. Q1 net loss -$18.4M, FCF -$46M.
A real government-stake recipient with a strong balance sheet, but mislabeled as the leader; it is a beaten-down name that bounced, not the dominant leader.
Extended
Rigetti Computing carried
$24.89+12.3% YTD+40.8% 3m-57.2% from 52-wk high
57% below high
Quality · WeakValuation · Stretched
EV/S 1161.0xRev +199%GM -28%ROIC -13%FCF yield -0.9%net debt 0.5x EBITDA
Relative strength. MIXED vs QTUM: LAGGING YTD (+12.3% vs QTUM +51.8%) and roughly in line 3m (+40.8% vs +42.6%), but LEADING 1m (+40.6% vs +22.7%); deepest laggard of the group, -57% off its high
Valuation. Government equity selection (one of the May 21 $100M CHIPS recipients) and in-house Fab-1 are real differentiators, but the financials are the weakest in the group: revenue $4.4M with NEGATIVE gross margin, EV/Sales ~1050x, and the smallest war chest, making it the most dilution-dependent name. The Q1 'positive net income' is again a non-operating warrant gain — bottom-line net income was actually -$20.6M.
Trading -55.9% below its 52w high after a +49% one-month spike: this is a low-quality, news-driven bounce in a broken chart, not durable leadership.
Left the leaders board this issue — themes that rotated out of leadership
Aerospace & Defense
− GEstill strong droppedGE remains constructive at $317.72. It is only -8.8% below its 52-wk high ($348.48). It still trades above both its 50d ($296.01) and 200d ($301.33), despite a -2.1% day. It was not re-surfaced rather than weakened.
− LMTrs fadedLMT has genuinely weakened. At $513.43 it is -25.8% below its 52-wk high ($692). It trades BELOW both its 50d ($561.76) and 200d ($533.31). That is a real relative-strength fade, and it warrants removal.
− RTXbroken downtrendRTX has broken its trend. At $174.26 it is flat on the day, down -0.1%, and sits -18.8% below its 52-wk high of $214.50. It now trades below its 50dma ($184.98) and its 200dma ($180.84). That forfeits its defense-theme leadership.

Core watchlist — the fundamentally-strong names we track

The persistent core. Leaders scored 0–100 (deterministically, from a point-in-time fundamentals cache) on a CANSLIM + SEPA growth-leader quality fingerprint — durable revenue growth, earnings inflection, margin expansion, high ROIC, and free-cash-flow generation (O’Neil + Minervini + the quality-factor literature). Winner-grade names (≥60) are carried forward run-to-run and tracked here. The RS leaders that fail the profile still appear on the theme cards as current momentum, but are NOT tracked (momentum is transient). This measures “a great, improving business now” on names the RS engine already flagged — it does not encode the 100-bagger size/runway/cheap-entry asymmetry (those describe finding a multibagger before it moves, which this pipeline can’t do), so a high score on a mega-cap is a quality read, not a forward-multibagger one. Descriptive, not a forecast.

Proven compounderswinner-grade · tracked core · mature / large-cap17
100/A$5.4TAI custom-silicon, connectivity & accele
Q1FY27 revenue hit $81.6B, up +85% YoY, and that YoY growth is re-accelerating (62%->69%->73%->85%). GAAP EPS came in at $2.40, up +212% YoY. GM is rebounding to 74.9% and op margin to 65.6%. ROIC is 20.6% per quarter, it's net cash, and FCF is $48.6B per quar
⚠ Valuation (EV/S ~64x, mcap $5.4T) far outside any historical-winner starting range; law of large numbers makes future acceleration mathematically harder.
95/A$2.3TAI custom-silicon, connectivity & accele
Q1FY26 revenue was TWD 1,134B, up +35.1% YoY, and the sequential path is clearly accelerating (839->934->990->1,056->1,134B). GAAP EPS was 110.4, up +58% YoY. GM is expanding (59%->66%) and op margin too (49%->58%). ROE is 32% and ROIC around 28-30% TTM. It's
⚠ Mega-cap scale means it starts far outside the small-cap launch range of classic super-growth winners, and Taiwan geopolitical/concentration exposure; otherwise the cleanest winner-profile match of the three.
91/A$1.2TAI memory / HBM super-cycle
This is a textbook cyclical earnings inflection. Q2FY26 revenue hit $23.86B, up +196% YoY, and the YoY growth is violently accelerating: 37% to 46% to 57% to 196%. EPS jumped to $12.25 from $1.42, a +763% gain. Gross margin exploded from 36.8% to 74.4%. Operat
⚠ Deep cyclical: margins/ROIC are at a cycle PEAK off a FY25 trough, capex-heavy (capex/OCF 0.54), trough-cyclical TTM P/E; the +196% is partly an easy-comp / super-cycle spike that mean-reverts.
91/A$168BCopper — AI/electrification structural l
This is a best-in-class miner. Revenue grew +36.2% YoY in Q1-26, $4.25B versus $3.12B, accelerating with a sequential ramp. EPS rose +61%, from $1.19 to $1.92. Net margin is 37%. Margins are expanding, gross from 50.2% to 64.7% and operating from 49.2% to 58.3
⚠ Copper-price cyclical -- much of the margin/revenue expansion is metal-price-driven; rich valuation (P/S ~33x, EV/EBITDA ~53x) for a miner
90/A$1.5TMega-cap platform / communication servic
Revenue is re-accelerating, from +24% in Q4 to +33% in Q1'26, reaching $56.3B versus $42.3B. EPS rose +60%, to $10.57 from $6.59. Margins are excellent at 82% gross and 41% operating, with ~26% annualized ROIC. It generates about $12B of quarterly FCFE on a ne
⚠ ~$1.5T cap caps the multiple-of-capital upside and AI/Reality-Labs capex (~34% of revenue) is a margin overhang if monetization lags; otherwise none.
89/A$117BGold & precious metals
Q1'26 revenue was $7.18B, up +47% YoY. Recent revenue is accelerating: 4.87/5.28/5.38/6.57/7.18B. Gross margin expanded from 32% to 62%. Q1'26 GAAP EPS was $3.01, up +79% YoY, though EPS is lumpy and Q4'25 was depressed by a ~61% effective tax. The balance she
⚠ EPS quarter-to-quarter lumpy (tax/impairment noise); gold-price-driven earnings rather than structural unit growth.
87/A$1.0THealthcare & financials (persistent lagg
Q1'26 revenue grew +55.6% YoY, to $19.8B from $12.7B, and it's accelerating from +42.6% in Q4'25. EPS jumped +169%, from $3.07 to $8.27. GAAP net margin is 37% and gross margin is 82%, with operating margin expanding from 29% to 45% and ROE at 24%. This is a t
⚠ Valuation far outside any historical-winner starting range (EV/S ~43x, P/S ~42x) at ~$1T cap; D/E 1.4x and thin FCF from GLP-1 capex.
87/A$215BData-Center Physical Buildout — Cooling
Q1'26 revenue was 2.71B vs 2.00B, up +35% YoY, with a steady sequential ramp: 2.00->2.20->2.31->2.49->2.71. EPS was 0.81 vs 0.65, up +25%. Margins are strong, with ~62% GM and ~43% op margin. Annualized ROIC is ~25%. The balance sheet is large net cash (netDeb
⚠ Rich valuation (EV/S ~40-55x snapshot) far outside a typical winner's starting range; AI-datacenter capex-cycle concentration risk
84/A$4.4TMega-cap platform / communication servic
Revenue growth has accelerated four quarters straight. It went from +16% in Q3 to +18% in Q4 to +21.8% in Q1'26, reaching $109.9B versus $90.2B. Margins are strong at 62% gross and 36% operating, with roughly 22% annualized ROIC. The balance sheet holds net ca
⚠ Mega-cap base rate -- $4.4T cap leaves little multi-bagger runway; ~$36B/qtr AI capex pressures near-term FCF; stock -3.9% on the day.
78/B$106BData-center physical buildout — cooling
This is the best CANSLIM-C fit. Revenue grew +26.3% YoY to $7.87B, re-accelerating from +15.6%. Q1 EPS hit $1.47 vs $0.97, up +52%. Gross margin expanded from 11.6% to 14.1%, and EBIT margin from 3.9% to 4.2%. Net leverage fell to ~1.2-2.2x. The only soft spot
⚠ P/E ~62x on thin ~3% net margins and modest single-digit ROIC; rich valuation plus capex-heavy thin FCF leave little error margin if growth decelerates.
78/B$128BData-center physical buildout — cooling
This is a data-center buildout leader. Q1'26 revenue grew +30.1% YoY, with a high, stable band of 23-32%. Diluted EPS went from 0.42 to 0.99, up +136% YoY, and the company is GAAP-profitable. Op margin expanded to 16.6%. ROIC is ~14-16% and ROE ~33%. Net debt/
⚠ Valuation (P/E ~46x, EV/EBITDA mid-20s) well outside any historical-winner starting range
75/B$108BCybersecurity
Revenue re-accelerated to +20.1% YoY in Q1'26 ($1.850B vs $1.540B), after four quarters near +14%. Billings and product growth ran even hotter. The company is GAAP-profitable, with a 29% NI margin. GM is 80.3% and op margin is 31.4%, expanding YoY. EPS was $0.
⚠ Acceleration is one quarter old off a slow FY25 base; needs a second confirming print
74/B$418BAI memory / HBM super-cycle
Growth is high and stable in the low-20s%. Q3FY26 revenue was $5.84B, up +23.7% YoY, with the trend running 34% to 28% to 22% to 24%. EPS reached $1.46, a steady +40% YoY ramp. Both margins are expanding: gross margin 49.8% and operating margin 35.0%. ROIC sit
⚠ Growth high-but-stable rather than accelerating (mild decel off the ~34% peak); equipment-cycle exposure means revenue YoY can roll over before the memory cycle does.
73/B$2.3TAI custom-silicon, connectivity & accele
Revenue is high and stable. Q1FY26 came in at $19.31B, up +29.4% YoY versus $14.92B. The sequential path runs $14.9 to 15.0 to 15.95 to 18.0 to 19.31B. Operating margin expanded from 33% to 45%, and GAAP EPS reached $1.55, up +33% YoY. Gross margin held steady
⚠ Valuation rich (EV/S ~27x, P/E ~74x) and balance sheet levered (net-debt/EBITDA ~4.8x, intangibles 75% of assets) vs the cash-rich starting profile of historical winners.
68/C$310BAI Semiconductors / GPU Compute
This is an AI-server explosion. Q1FY27 revenue was $43.8B vs $23.4B, up +87% YoY, and accelerating sequentially: $23.4->29.8->27.0->33.4->43.8B. EPS was $5.30 vs $1.39. But the economics are thin. GM is only 18% on commodity hardware, op margin is ~8%, and ROI
⚠ Thin ~18% gross margin and leveraged/negative-equity balance sheet; top-line is AI-capex-cycle dependent, low-quality vs winner fingerprint
67/C$140BEnterprise Software (AI monetization)
Durable ~22% compounder (rev +22.1% YoY Q1'26 $3.77B vs $3.09B, subs steady), GAAP-profitable op margin 13.3%, GM 75.1% high/stable, net cash and ~$1.5B quarterly FCF — high-quality but growth flat, not accelerating.
⚠ Growth stable not accelerating (fails CANSLIM 'C'); EV/S ~28x prices in continued compounding
63/C$261BData-center physical buildout — cooling
Earnings are genuinely inflecting. Op income went from $76M in Q1'25 to $179M in Q1'26, off a 2024 loss. Revenue rose +16.1% to $9.34B. Op margin expanded from 0.9% to 1.9%. The balance sheet holds a large net-cash position. The catch: revenue YoY is lumpy (+3
⚠ Headline EPS distorted by a one-time ~$4.9B non-operating/tax item; valuation (EV/EBITDA ~46x) far above any historical-winner starting range and ROIC still only single-digit.
Emerging candidateswinner-grade · tracked core · small-enough base to still compound5
93/A$62BAI memory / HBM super-cycle
An HBM-test super-cycle is underway. Revenue grew +87% YoY in Q1-26, $1.28B versus $0.69B. Growth is accelerating, running 4%, then 44%, then 87% across the last 3Q. EPS is exploding, from $0.61 to $2.55, up +318%. Operating margin expanded from 17.6% to 36.9%
⚠ Valuation far outside any historical-winner starting range (P/S ~34x, EV/EBITDA ~90x trailing); ramp driven by a single HBM-test super-cycle whose durability is unproven
91/A$45BGold & precious metals
Q1'26 revenue was $650.7M, up +77% YoY. Both revenue and EPS are clearly accelerating. Revenue ran 260/276/321/368/369/488/597/651M. EPS went from 0.41 to 2.40, up +120% YoY. Net margin expanded from 55% to 72%, with GM at 81%. The balance sheet has zero debt,
⚠ Valuation far outside any historical-winner starting range (EV/S ~73x, P/E 25x); growth is record-gold-price leverage, not durable secular volume.
86/A$90BGold & precious metals
This is a textbook accelerating winner. Revenue rose every quarter: $2.47B to $2.82B to $3.06B to $3.56B to $4.10B, up +66% YoY in Q1'26. EPS went from $1.62 to $3.39, a +109% gain. Gross margin expanded from 52% to 66%, and operating margin is expanding too.
⚠ Acceleration is gold-price-driven (operational leverage to spot), not unit/volume growth — reverses if gold rolls over
77/B$3BCopper — AI/electrification structural l
Q1'26 revenue was $259.5M, up +107% YoY. Quarterly revenue is accelerating: 117/125/164/177/325/260M. GAAP EPS inflected from FY24 losses to $1.03, up +34% YoY. The drawbacks: gross margin is lumpy at 40-51%, net debt/EBITDA is ~4.1x, and FCF is only thinly po
⚠ Stretched balance sheet (net debt/EBITDA ~4x) + lumpy copper/smelter margins; growth is copper-price-amplified, not pure volume.
67/C$28BBehind-the-Meter Power & Energy Storage
Revenue hit $1.242B in Q1'26, up +53.5% YoY from $809M. Growth is clearly accelerating: a year ago it ran in the mid-single-digits, now it's +53%. The company is GAAP profitable, and continuing-ops EPS is rising. Gross margin is stable around ~36%, with op mar
⚠ Acquisition-aided growth with stretched balance sheet (net debt/EBITDA ~5.8x, goodwill-heavy, negative tangible book) and P/E ~56x
Momentum — not trackedRS leaders shown on the cards; fundamentals don't match the winner fingerprint (transient)18
51/D$254BAI custom-silicon, connectivity & accele
Revenue is accelerating. Q1FY27 came in around ~$2.42B, up +28% YoY, with sequential revPerShare climbing 2.10 to 2.19 to 2.33 to 2.41 to 2.62 to 2.74. Gross margin is recovering from ~50% to 52%. But profitability has NOT inflected. GAAP net margin is only 1.
⚠ Top-line winner-grade but GAAP earnings near-zero (1054x P/E) and ROIC weak - the single-trait that fails the winner fingerprint is earnings inflection; +32% one-day pop signals momentum/expectation risk, not a
50/D$74BEnergy / oil & gas (YTD-return crown, pr
These are by far the cleanest fundamentals of the six. Revenue rebounded +15.7% YoY, from $5,842M to $6,758M in Q1'26, and EPS rose +40%, from $2.66 to $3.72. It's GAAP-profitable, with ~16% annualized ROIC and an operating margin of ~38%. Net-debt/EBITDA is ~
⚠ Commodity-cyclical E&P; revenue/EPS swing with oil & gas prices rather than secular volume growth
50/D$162BData-center physical buildout — cooling
Revenue is re-accelerating. YoY growth ran +10.7%->+10.1%->+13.1%->+16.8%, reaching $7.45B in Q1'26. But profits slipped. Q1 EPS fell to $2.23 from $2.46. Gross margin compressed from 38.4% to 35.6% YoY, and EBIT margin from 19.3% to 15.7%. ROIC is solid at ~m
⚠ Margin compression and YoY EPS decline in latest quarter undercut the accelerating-revenue signal; quality compounder, not a fresh super-growth profile.
49/D$59BGold & precious metals
This is a gold-price spike. Q1'26 revenue rose +89% YoY (Q4 was +131%). EPS went from 0.56 to 1.26, up +125%. Net margin is ~64% and GM ~77%. The balance sheet is pristine net cash (negative net-debt/EBITDA, 4.5x current ratio, positive FCF). But ROIC is only
⚠ Single-factor (gold price) wonder; low ROIC, P/E ~36x / EV-sales >20x stretched
48/D$98BPower-for-AI generation / utilities & in
Q1'26 revenue jumped to $11.1B from $6.8B, up +64%. But the Calpine acquisition inflated that figure, and share count rose from 313M to 354M. FY25 net income fell -38%, from $3.75B to $2.32B. The company is solidly GAAP-profitable: Q1'26 EPS was $4.49 on $1.6B
⚠ Acquisition-driven topline + declining FY net income + leverage spike to 9.1x netDebt/EBITDA; a regulated/merchant nuclear utility, not a young high-ROIC organic compounder — fails the winner starting profile d
45/D$103BCopper — AI/electrification structural l
This is a copper cyclical. Revenue grew only +12.2% YoY in Q1-26, $6.23B versus $5.55B, and it's lumpy, having peaked at $7.58B in Q2-25 then fallen. EPS rose from $0.24 to $0.61 on a price tailwind. Margins are expanding, gross from 22.6% to 26.5% and operati
⚠ Commodity-price-driven not structural unit growth; revenue decelerating off 2025 peak; high leverage, capex-heavy, thin FCF -- fails the secular-grower fingerprint
44/F$16BEnergy / oil & gas (YTD-return crown, pr
Revenue grew +102% YoY, with Q1'26 at $496M versus $245M. But that growth is 100% acquisition and drop-down driven, with diluted shares ballooning from 91M to 181M. Gross margin collapsed from 65.7% to 37.7%, then bounced to 51.4%. GAAP earnings swung to losse
⚠ Headline growth is debt-funded Diamondback drop-downs, not organic; low single-digit ROIC, compressing/volatile margins, negative FCF — a commodity royalty roll-up, not a super-growth compounder.
41/F$806BHealthcare & financials (persistent lagg
Q1'26 revenue grew +6.9% YoY, to $73.7B from $68.9B. EPS rose +17%, to $5.95 from $5.08. Net margin is ~22%, with annualized ROE of ~15-16% and strong ROTCE on a fortress balance sheet. It's a high-quality compounder, but stable rather than accelerating super-
⚠ Mature mega-bank; ~7% revenue growth is steady, not the inflecting growth the winner profile rewards.
41/F$34BCopper — AI/electrification structural l
This is a cyclical miner. Q1'26 revenue was CAD3.94B, up +72% YoY, though a sale/disc-op flattered it (Q4 was +9.6%). EPS swung from -1.05 in Q3'24 to +1.67. But the returns are weak. ROIC is only ~2.1% TTM and ROE is 3.1%. Gross margin swings 20-43%. Net debt
⚠ Cyclical/commodity-price driven; growth lumpy, ROIC far below winner threshold, thin FCF
39/F$18BPower-for-AI generation / utilities & in
Full-year revenue grew ~+22%, but quarterly revenue and earnings are hedge-accounting-driven and wildly lumpy. Revenue ran $454M to $770M to $670M to $2,809M. GAAP net income over the last 5 quarters was -$135M, +$72M, +$207M, -$363M, +$63M. Q1'26 ROIC was 12.
⚠ Earnings dominated by mark-to-market derivative swings (Q4'25 -$363M loss), no clean acceleration, very high leverage (D/E 6.3x); growth thesis is contract/AI-PPA optionality, not demonstrated fundamentals.
39/F$27BMega-cap platform / communication servic
Revenue grew +20% YoY, $694M versus $578.6M. But it's decelerating sequentially, falling from $770M in Q4'25 to $694M in Q1'26, down -10% QoQ. The company just turned a GAAP profit of $55M, or EPS of $0.23. Even so, the ~18% gross margin is pure float-yield, a
⚠ Top line decelerating QoQ and entirely rate/float-sensitive; stock -66% from high, heavy SBC -- profit inflection real but trajectory weakening, not accelerating.
22/F$52BUranium & nuclear / SMR (power-for-AI)
This is theme momentum, not winner-profile fundamentals. Revenue in CAD grew only +7.1% YoY, from $789M to $845M in Q1'26, and it's lumpy, with Q3'25 swinging to a small net loss. ROIC is ~2% per quarter. Q1'26 FCF was negative at -C$101M FCFE. The balance she
⚠ Valuation far outside any historical-winner starting range; single-digit, lumpy revenue growth
20/F$4BUranium & nuclear / SMR (power-for-AI)
Revenue is essentially flat and lumpy. It grew from $73.1M to $76.7M, up +4.9% YoY in Q1'26, but the quarters swing wildly: $73M, $155M, $75M, $146M, $77M. Gross margin collapsed to NEGATIVE in Q3'25, then recovered, leaving no clean trend. ROIC is ~0.3% per q
⚠ Decelerating/flat revenue + margins not trending; LEU enrichment is binary/order-driven, lumpy not compounding
19/F$57BEnergy / oil & gas (YTD-return crown, pr
Earnings are decelerating hard and the balance sheet is stretched. Revenue grew just +5.2% YoY, from $4,031M to $4,240M in Q1'26. EPS collapsed from $4.83 to $0.08, with a -$5.11 loss in Q4'25 from impairments. ROIC is ~1.4% per quarter and operating margin is
⚠ Sharply decelerating earnings + high leverage from Endeavor deal; YTD price gain not backed by fundamental trajectory
11/F$343BHealthcare & financials (persistent lagg
Q1'26 revenue grew just +2.0% YoY, to $111.7B from $109.6B, a sharp deceleration from the FY pace of +11.8%. EPS was $6.90, flat YoY, after FY25 collapsed to $0.011 in Q4'25 on an MCR blowout. Net margin compressed to ~5.6%. ROIC is ~3.6% and ROE is 6%, with n
⚠ Earnings collapsing, margins compressing, growth decelerated to low-single-digits — anti-winner trajectory.
10/F$46BMega-cap platform / communication servic
Q1'26 revenue fell -30.5% YoY, to $1.41B from $2.03B a year ago. Revenue swings between $1.0B and $2.3B per quarter on the crypto cycle. Q1'26 flipped back to a GAAP loss of -$394M, versus a +$66M profit a year ago. Operating margin is ~1% and ROIC is ~0%. The
⚠ Revenue declining and crypto-cyclical; swung back to loss; not a structural-growth fingerprint.
6/F$13BUranium & nuclear / SMR (power-for-AI)
This is a pure story stock, not the winner fingerprint. It's pre-revenue, with $0 product revenue every quarter. The cash burn is deepening: opex per quarter ran -$17.9M to $28.0M to $36.3M to $57.1M to $51.2M. Q1'26 posted a net loss of -$33M. ROIC is -1.9% p
⚠ Pre-revenue with widening cash burn and no near-term commercialization; $12.8B cap on zero sales
6/F$3BHealthcare & financials (persistent lagg
The company is pre-revenue, at $0. The Q1'26 net loss widened to -$158M from -$46M a year ago as R&D tripled to $150M. ROIC is -33% and cash burn runs deep at ~$160M per quarter. Net cash of $502M and a 5.7x current ratio fund the near term. But there's no ear
⚠ Pre-revenue clinical-stage cash burn accelerating; binary on GLP-1 trial readouts, no fundamental winner traits to score.

Top actionable ideas

AI memory / HBM super-cyclebuyable-near-pivot — break
$334.41 (2026-06-02), -0.3% from 52wk high $335.55. +29.3% 1m / +44.8% 3m / +95.5% YTD (beats SMH on 1m and YTD). P/E ~23x, EV/EBITDA ~19.5x, GM 48.7%, FCF yield ~4.3%, net cash (net-debt/EBITDA -0.26x).

Entry. buyable-near-pivot — breaking out to a fresh 52wk high TODAY (+5.5%) rather than already-vertical like MU; the pivot is still actionable. Stop-reference below the breakout level / rising 50DMA.

Thesis. This is the cleanest actionable entry in the two strongest themes. It has the highest fundamental quality in the memory complex: 54% ROE, 34% ROIC, a net-cash balance sheet, and ~23x earnings.

It also has the highest memory mix among US large-cap semicap names. So Micron's FY26 HBM capex step-up flows straight into its order book.

You get the sold-out HBM bottleneck one derivative removed from MU's parabola.

Risk. Being one derivative removed from the bottleneck means high-beta to an AI-capex pause in both directions. It also carries China/export-control and NAND-cycle exposure.

A memory-capex digestion hits semicap orders before it hits the memory makers.

Energy / oil & gasbuyable-near-pivot — above
$138.58 (2026-06-01), -8.8% from 52wk high $151.87. +7.7% 3m / +29.2% YTD (beats XLE +27.0%/+1.6%). EV/EBITDA 5.5x, P/E 11.4x, ROIC 58%, net-debt/EBITDA 0.44x, FCF yield 6.9%, div yield 3.8%.

Entry. buyable-near-pivot — above both its 50DMA ($137.89) and 200DMA ($119.71), only 8.8% off its high. Note the sector's recent leg is partly a crude/Hormuz tailwind, so size for macro reversal; this is a quality-at-reasonable-price hold, not a momentum chase.

Thesis. This is the highest-quality balance sheet in the energy cohort. It's also a confirmed RS leader inside the sector, holding its trend while the majors and the XLE index roll below it.

It earns best-in-class returns at the cheapest multiple in the group, with ROIC of 58%. The -3.5% revenue decline is driven by realized prices, not a franchise or volume problem.

Risk. Energy is a YTD-relic theme on present-tense RS, with XLE below its 50DMA. Part of the recent strength is an Iran/Hormuz crude-price premium that unwinds if the geopolitical risk fades.

The single-name RS holds. But sector beta is the headwind.

Gold & precious metalsbuyable-near-pivot — trade
$109.50 (2026-06-02), -18.8% from 52wk high $134.88. +9.7% YTD / -14.9% 3m (beats GDX on every horizon). P/E ~16x, EV/EBITDA 8.3x, ROE 20.9% (highest of group), FCF yield 6.6%, net cash, net margin 32% (up from 18% FY24).

Entry. buyable-near-pivot — trades above its 200DMA ($100.42), sits marginally below its 50DMA ($111.02); shallowest 3m drawdown of the cohort. Buying a high-quality producer near its base while the theme digests, not chasing a breakout.

Thesis. This is the cleanest value entry into the gold-consolidation digestion. It's the cheapest of the major precious-metals names on every multiple, with the highest ROE and best FCF yield after a genuine turnaround to net cash.

As the largest, most-liquid US producer, it has the most torque if gold resumes from the base. It also has a self-help FCF tailwind that's independent of the metal.

Risk. Gold is consolidating, down -19% off its high, not leading right now. Wait for a 50DMA reclaim to confirm.

As a producer, its margins move directly with gold, so it has more downside torque than the streamers WPM/FNV if the base breaks lower. It's also still working through a 2026 production trough with a sprawling, recently restructured asset base.

Data-center physical buildout — cooling & electricalsconstructive-basing — abov
$334.49 (2026-06-01), -12.0% from 52wk high. +33.1% 3m / +106.5% YTD (strongest in group vs XLI +12.3% / XLU +2.8%). P/E 46x, EV/EBITDA 28.8x, Rev +27.7%, ROE 33.8%, ROIC 18.5%, FCF yield ~3.1%, net-debt/EBITDA 0.76x.

Entry. constructive-basing — above its 50DMA ($308) and well above its 200DMA ($212), but ~12% off its high (not pressed against it like ETN). Better risk/reward than chasing ETN at its high; add on consolidation toward the rising 50DMA.

Thesis. This is the highest-quality, least-speculative way to own the AI buildout. It's the thermal/power franchise leader, on a clean multi-month trend backed by hard order velocity rather than a one-day spike.

It's the cleanest leader in the group. And it's the only name with both strong RS and genuine fundamental quality.

Risk. The valuation leaves no room for error, with EV/EBITDA around 29x and FCF yield of only about 3%. A hyperscaler capex air-pocket or cooling-share loss would compress estimates and the multiple together.

The backlog and order figures are company-reported and not independently re-verified.

AI custom-silicon, connectivity & accelerators (semiconductors)constructive-basing — prin
$446.69 (2026-06-02), -0.6% from 52wk high $449.39. +12.3% 1m / +26.4% 3m / +47.0% YTD (lags SMH but confirms the theme via a new high). EV/S 12x, P/E 28x, GM 60%, net margin 45%, ROE 32%, ROIC 25%, net cash, capex ~33% of revenue.

Entry. constructive-basing — printed a fresh 52wk high but at roughly half the index's pace (a relative laggard that is participating, not spearheading), so it has not gone vertical. Accessed via the legitimate US-listed NYSE ADR (ISIN US8740391003); reasonable valuation gives a lower-risk entry than the extended leaders.

Thesis. This is the lowest-variance, best risk-adjusted way to own the #1 theme. It has the best fundamental profile in the semi cohort: 60% GM, 45% net margin, 32% ROE, net cash, and a P/E of only 28x.

It rides the silicon up-cycle through every customer, since AVGO, NVDA, MRVL, and AAPL all depend on its leading-edge and CoWoS capacity. And it does so without the single-name parabola risk of MRVL or MU.

Risk. It's foreign-domiciled in Taiwan, which brings geopolitical and concentration risk. Add high capex intensity, over 30% of revenue, plus US export-control and tariff exposure.

It's a relative laggard, so it lags hardest on the upside if the theme runs vertically. It's the defensive expression here, not the spearhead.

Healthcare (single-name RS leader in a laggard sector)buyable-near-pivot — above
$1,064.84 (2026-06-01), -7.3% from 52wk high $1,149.10. +10.5% 1m / +4.6% 3m / -0.9% YTD (leads XLV by ~4.5pp YTD, ~12pp on 3m). EV/S 15.3x, P/E 46.8x, GM 83.8%, net margin 31.7%, ROE 77.8%, ROIC 30.2%, net-debt/EBITDA 1.27x.

Entry. buyable-near-pivot — above both its 50DMA ($957.76) and 200DMA ($939.55), only 7.3% off its high, with the trend structure intact in a sector where almost nothing else is leading. The only large-cap healthcare name with both clean RS and clean fundamentals.

Thesis. This is the cleanest single-name RS leader inside a broadly red sector. It leads XLV by about 12pp over 3 months, with a healthy, accelerating franchise: GM 83.8%, ROE 77.8%, ROIC 30.2%, and rev +44.7%.

It also has a fresh, verified catalyst in the orforglipron/Foundayo FDA approval on Apr 1, 2026. That's genuine RS plus genuine fundamental health, unlike UNH (a recovery with deteriorating fundamentals) or JPM (below both MAs).

Risk. The valuation prices perfection, with EV/S of 15.3x and FCF yield under 1% as FCF lags net income on heavy incretin-capex and inventory build, with DIO around 475 days. Any orforglipron commercial-ramp or manufacturing-supply miss would compress that premium fast.

The caution is about price, not the business.

Emerging / early-rotation watch

  • SCCO (copper)
    the QUALITY leader of the copper complex (ROE 39%, ROIC 23%, 57% GM, fortress balance sheet net-debt/EBITDA 0.39x) but a 3-month PRICE laggard (-7.9% vs flat COPX proxy), basing ~9% below its high. Trigger to upgrade from watch to buy: a 50DMA reclaim that confirms the catch-up move is underway — you get the cleanest balance sheet in the theme without chasing TECK/FCX's vertical breakouts.
  • GOOGL (mega-cap platform)
    best mega-cap relative strength (+18% 3m, +15% YTD, above both MAs) being sold purely on its OWN capital-allocation event (the $80B equity raise funding $180-190B of 2026 AI capex), not broken business momentum (ROE 31.8%, ROIC 21.8%, near net cash). Trigger: stabilization above the rising 50DMA ($349) once the $40B ATM supply overhang is digested and capex visibly converts to cloud/ads ROIC — a fundamentally-Strong name temporarily on the wrong side of the rotation.
  • TLN (IPP)
    the ONLY independent power producer above BOTH its 50DMA and 200DMA, holding its uptrend while CEG/VST broke; the cleanest technical expression of the nuclear-for-AI thesis. Trigger to engage: a fresh-high breakout that confirms the structural demand is re-asserting through the IPPs — but size small given the FY25 GAAP net loss (-$219M) and single-plant Susquehanna concentration; this is torque, not quality.
  • Biotech / oral-obesity rotation (XBI, IBB)
    the popular healthcare laggard-to-leader narrative is NOT yet price-validated (XBI weak, below its 50DMA; VKTX broken -32% off high). Trigger: XBI reclaiming its 50DMA on expanding breadth would be the first confirmation of a genuine sub-sector rotation — until then it is a thesis, not a trade.
  • OKLO (SMR)
    leads the SMR sub-group on 1m/3m momentum with a real regulatory de-risking event (NRC Aurora PDC approval, 2026-05-06) and a verified 14 GW pipeline, but lags the broad theme YTD and is -62% off its high, pre-revenue, FCF-negative. Trigger: a 200DMA reclaim ($85.7) — until then it is a small-sized high-beta call-option on power-for-AI, not a position.

Avoid / fading

  • MRVL
    DANGEROUSLY EXTENDED: +32.5% in a SINGLE session (its largest one-day gain ever) to a fresh ATH, ~95% above its 50DMA, on a Jensen Huang verbal endorsement ('next trillion-dollar company') NOT a fresh earnings release. CORRECTION TO THE NARRATIVE: fundamentals are MIXED not strong — GAAP net margin ~1.4%, ROIC ~6%, and the FY26 GAAP profit was flattered by a ~$1.9B one-time gain; the move is momentum + sentiment, not an earnings re-rate.
    Chasing this print is buying a vertical blow-off with maximal gap-fill risk.
  • MU
    genuine leader but PARABOLIC: +84% in one month, +273% YTD, ~3x its 200DMA. Cheap on earnings but the chart is a blow-off, and memory is cyclical/commodity — the same sold-out tightness reverses violently when supply catches up (new capacity H2-2027).
    Do NOT initiate at the high; own the bottleneck via LRCX instead.
  • COIN
    CORRECTION: mis-framed as a 'pick-and-shovel leader' but on the live tape it is the deepest LAGGARD of the fintech/crypto cohort — a broken chart -61% off its high, -26% YTD, below both MAs, with profitability collapsed (net income -51% YoY, ROE 25.1%->8.5%) yet still ~36x P/E. Broken-avoid; it is funding the rotation, not leading it.
  • CEG / VST / XLU (utilities & IPPs)
    CORRECTION TO THE 'power-for-AI' NARRATIVE: technically broken, not leading. CEG -34% off high after a fresh $3.1B dilutive secondary (6/1) with FY25 net income -38% YoY; VST -28% off high and below its 200DMA; XLU below both MAs.
    The demand thesis is real but is being expressed through copper / VRT/ETN / CCJ, NOT these equities. Wait for a 200DMA reclaim before re-engaging.
  • Energy at the index level (XLE)
    CORRECTION: owns the YTD crown (~+27%) but is a present-tense laggard (below its 50DMA, ~8.7% off its high). The YTD number is a crude/Hormuz price artifact, not equity leadership; the recent pop is an oversold bounce off a 50DMA undercut.
    Not a place to add at the index — only the single-name quality leaders (EOG, FANG) hold independent RS.
  • AEM
    CORRECTION: proposed as a co-'dominant-leader' of gold but is actually the relative LAGGARD — worst on 1m/3m/YTD vs both GDX and all three peers, the only name below BOTH its 50DMA and 200DMA, deepest drawdown (-30%). Fundamentals are excellent (record margins, net cash, PEG 0.14) but it is 'right fundamentals, wrong tape' — too-early, no confirmation.
    Own NEM (cheaper, leading) instead.
  • VKTX
    broken-chart binary: -32% off its high, below both MAs, pre-revenue with a FY25 loss widened to -$359.6M and only ~0.6yr cash runway, into a binary VANQUISH-2 Phase 3 readout (Q3 2026). Never a leadership name; a sized-down satellite at most.
  • VNOM / LEU
    present-tense laggards mis-framed as leaders. VNOM (energy royalty) trails XLE and both operators, below its 50DMA, with a FY25 GAAP net loss and negative FCF.
    LEU (enrichment) is -57% off its high, below its 200DMA, YTD -17.8% vs theme +25% — a turnaround/basing name, not a leader, despite real DOE-contract fundamentals.

Caveats

  • DESCRIPTIVE, NOT A FORECAST: This is a snapshot of which themes and names lead on measured relative strength as of the data date. It describes the current tape. It does not predict future returns. Relative-strength leadership is a momentum observation. It can persist or reverse without notice. Nothing here is a price target or a probability statement.
  • DATA AS-OF: Prices and returns are live FMP data from the 2026-06-01 and 2026-06-02 sessions. The session varies by theme. Silicon, memory, gold, uranium, and mega-cap were verified 06-02. Copper, energy, buildout, utilities, and healthcare were verified 06-01. Several leaders printed fresh 52wk highs intraday on the as-of date. So entry levels are stale by the time you read this. Re-check the live tape and DMAs before acting.
  • ROTATION-REVERSAL RISK: The whole regime assumes capital is rotating INTO AI-hardware and copper and OUT of platforms, fintech, crypto, and utilities. That rotation is the thesis. It is also the main risk. If AI-capex expectations reset, the most-extended leaders air-pocket hardest: MRVL, MU, AVGO. And the 'funding-source' names being sold, GOOGL and META, could become the relative winners. The leaders and the laggards can swap on a single capex-digestion headline.
  • CORRELATION HAZARD: The top ideas are NOT independent bets. LRCX, TSM, and the broader silicon/memory complex are all single-factor exposures to AI-data-center capex. A hyperscaler capex pause hits all of them at once. It also hits VRT (buildout), CCJ (power), and even copper (data-center demand leg). A portfolio built from this readout is heavily concentrated in one macro driver, despite spanning multiple 'themes'. Size for the shared factor, not the apparent diversification.
  • VERIFICATION CORRECTIONS CARRIED FORWARD: Several original theses were wrong. We corrected them against live data. Energy and utilities were YTD-return relics, not live leaders, with XLE/XLU/VST/CEG below key MAs. AEM was a laggard, not a co-leader. COIN was the deepest laggard, not a pick-and-shovel leader. The LEU/VNOM/OKLO 'leadership' was moat and narrative, not relative strength. MRVL's spike was a CEO soundbite, not an earnings re-rate, with MIXED, not strong, fundamentals. The relative-strength picks survived these corrections. Treat any single-day pop or YTD-headline claim with suspicion until MA structure confirms it.
  • EXTENSION / ENTRY RISK: The strongest-RS names are mostly extended-chasing entries: MRVL, MU, AVGO, FCX, TECK, CCJ, ETN. The cleanest setups deliberately prioritize basing or just-breaking quality instead: LRCX, NEM, EOG, VRT, TSM, LLY. That accepts lower beta for better risk/reward. There is no buyable-near-pivot entry in the most extended leaders today.
  • FUNDAMENTAL DATA LIMITATIONS: FMP key-metrics market caps are stale versus current prices for the fastest-moving names. This is worst for MU, where FY-end mcap understates EV/EBITDA badly. So some reported valuation multiples understate current richness. P/E was recomputed on live price where flagged, but treat all multiples as approximate. Company-reported backlog and order figures were not independently re-verified, including VRT, GEV, and pipeline GW for OKLO and CCJ.
  • NOT PERSONALIZED ADVICE: This is research output, not investment advice. It is not tailored to your objectives, risk tolerance, time horizon, tax situation, or existing positions. It is a top-down theme-leadership screen for a sophisticated reader to use as one input among many. Do your own due diligence and position-sizing.