FolioMindPast issuesNo. 25 · ~12 minAs of 2026-06-03
FolioMind · No. 25 · Wk 23 · 2026

Theme & Leader Readout

Run 2026-06-03 · data as of 2026-06-03 · descriptive relative-strength snapshot, not a forecast

This is a late-stage AI/tech bull broadening down the compute stack, not a rotation out of AI.

Since No. 24 (2026-06-02)ERO: Basing → Too early (-3.8%)NEM: Buyable → Basing (-1.9%)AEM: Too early → Extended (-4.1%)WPM: Basing → Extended (-4.1%)QBTS: Extended → Too early (-2.2%)RGTI: Extended → Too early (-3.2%)OKLO: Extended → Avoid (-11.2%)AVGO: Extended → BuyableTSM: Basing → BuyableETN: Extended → Buyable
FundamentalsFANG Valuation Rich→StretchedNVDA Valuation Stretched→RichTECK Valuation Rich→Fair
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
EOG · XBI · PANW · SCCO · LLY · GEV
6
Fading / avoid
AI Semiconductors
Strongest theme
FolioMind · No. 25as of 2026-06-03

This is a late-stage AI/tech bull broadening down the compute stack, not a rotation out of AI.

Buyable nowEOGXBIPANWSCCOLLYGEV

Market regime

As of the 2026-06-03 close, semiconductors lead every trailing window. SMH is up 77% year-to-date, sitting at a fresh 52-week high and 63% above its 200-day.

Today's red mega-cap tape (NVDA -3.55%, SMCI -5.48%) is one-day profit-taking inside an intact, parabolic uptrend, not a trend break. Leadership is visibly migrating beneath the GPU layer into memory/HBM, custom silicon, and the physical buildout that powers and cools data centers.

The cleanest live tell: Micron held GREEN at its 52-week high on a hard risk-off day, while NVDA, PLTR and AMZN sold off. That is leadership rotating into the memory bottleneck.

Two narrative errors got corrected by measured price. First, Healthcare is NOT defensive leadership: XLV is below its 200-day and 8% off its high, one of the worst major themes.

The leadership there is one name, Eli Lilly, not the sector. Second, breadth-broadening is weak: equal-weight RSP (+9.2% YTD) slightly lags cap-weight SPY (+10.6%), so the index is not being secretly carried by the average stock.

Energy is a genuine YTD leader (XLE +31%) but decelerating and stalled on its 50-day. Beneath the surface a clean risk-off split is active: durable AI-infra (memory, ASICs, power, cooling, cybersecurity) and large-cap pharma held green, while the speculative complex (quantum, SMR/uranium-spec, crypto/stablecoin equities) sold off 7-12%.

Net read: trend intact and extended. Chase strength down the AI stack and into genuinely-early laggard recoveries like biotech.

Respect that the leaders sit at asymmetric reward/risk, and do not mistake a one-day defensive print for a regime change. Note: not every theme was independently re-verified at the single-name level — see caveats.

Energy is a genuine YTD leader (XLE +31%) but decelerating and stalled on its 50-day.

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+6 ▇██AI memory / HBM super-cycle
88+4▇▇▇█Data-center physical buildout — cooling & electricals
81-5██▇▇AI Semiconductors / Compute
78+12 ▆▆▇Neocloud / AI Datacenter Buildout (GPU-rental + servers)emerging
69+4▅▆▆▆Energy / oil & gasemerging
68-29███▆Cybersecurity
66+2▆  ▆GLP-1 / obesity & large-cap pharma
64-7▅ ▆▆Copper — AI/electrification structural leader
48-4  ▅▄Power-for-AI generation / IPPs
46-4▄ ▄▄Gold & precious metals
46-1 ▄▄▄Quantum Computing
42new   ▄Selective medtech / device breakoutsemerging
38new   ▄Biotech laggard-to-leader (small/mid-cap)emerging
35-4  ▄▃Uranium & nuclear / SMR
27-6▃  ▃Fintech / stablecoins / crypto equities

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 Semiconductors / Compute

extended-latehigh▼ 81 -56 names

What’s driving it. The AI capex super-cycle. The narrative tried to call Tech the rotation-out source on one red session, but measured price refutes it: SMH +77% YTD, at a fresh 52-week high ($642.77), and 63% above its 200-day ($391.94).

Leadership is broadening down-stack — INTC, MRVL and NVTS printed green the same day NVDA fell 3.55%.

Durability. Sustainable as a multi-year capex theme, but the LEVEL is the risk. At the 99th percentile of its range and 63% above the 200-day, this is extended.

A one-day flush is exactly what late-stage leaders do. Buy pullbacks, do not chase fresh highs.

Leaders’ fundamental health. Strong in aggregate. These are high-gross-margin, FCF-rich franchises (AVGO, NVDA, TSM) with net-cash or modest leverage.

The shared caveat is valuation: multiples already discount sustained AI capex, so any spending pause re-rates the whole group.

Current leadersMRVL · AVGO · NVDA · INTC · TSM · DELL
+ New leadersINTCreturningINTC surged +4.4% to $112.71, towering over its 50-EMA ($84.99) and 200-EMA ($50.02) and within 15.1% of its $132.75 high — a powerful semis recovery reclaiming leadership off the $18.97 low.
Extended
$301.65+254.96% YTD+278.8% 3m-6.94% from 52-wk high
7% below high
Quality · MixedValuation · StretchedWinner DNA · 57/D
P/E 99xEV/EBITDA 104xEV/S 33.2xRev +28%GM 52%ROIC 6%FCF yield 0.5%net debt 0.8x EBITDA
Relative strength. LEADING. Theme proxy SMH (VanEck Semiconductor) is +77.1% YTD / +22.0% 1m; MRVL crushed it at +254.96% YTD / +78.6% 1m — the single strongest leader in the group as custom AI-silicon (XPU/ASIC + optical DSP) demand re-rated the name nearly fourfold.
Valuation. Explosive return to GAAP profitability (FY25 net loss -$885M → FY26 net income +$2.67B) on AI custom-silicon, but reported net income is flattered by a ~$1.7B one-time other-income item, so the ~25x trailing P/E understates the true earnings multiple; on $264B mkt cap vs trailing financials the forward EV/S is far richer than the 8.6x shown — a high-growth name priced for continued AI-ASIC ramp.
Buyable
$479.23+38.5% YTD+54.8% 3m-3.19% from 52-wk high
3% below high
Quality · StrongValuation · StretchedWinner DNA · 68/C
P/E 98xEV/EBITDA 67xEV/S 36.5xRev +29%GM 66%ROIC 16%FCF yield 1.2%net debt 1.4x EBITDA
Relative strength. LAGGING. SMH is +77.1% YTD; AVGO at +38.5% YTD trails the proxy by ~39pp, though it leads on 1m (+12.1% vs SMH +22.0% is behind there too).
A mega-cap AI-networking/custom-accelerator beneficiary that has compounded steadily but lagged the higher-beta movers (MRVL, INTC) this year.
Valuation. Elite franchise — 68% gross margin, ~$24B FCF, 28% ROE, and accelerating AI/networking plus sticky infrastructure software (VMware). Valuation is full at ~50x EV/EBITDA, but GAAP P/E is overstated by acquisition amortization; quality fully justifies a premium and the 3% distance from highs makes it constructive.
Basing
$214.75+15.1% YTD+22.7% 3m-9.21% from 52-wk high
9% below high
Quality · StrongValuation · RichWinner DNA · 87/A
P/E 43xEV/EBITDA 36xEV/S 24.1xRev +85%GM 75%ROIC 63%FCF yield 1.9%net debt 0.0x EBITDA
Relative strength. LAGGING. SMH is +77.1% YTD / +60.6% 3m; NVDA at +15.1% YTD / +22.7% 3m trails its own theme proxy by ~62pp YTD — the dominant AI-compute franchise has been a relative laggard in 2026 as capital rotated into custom-silicon (MRVL) and turnaround (INTC) names, with the stock pulling back ~3.6% on the session.
Valuation. Best-in-class fundamentals across the board — 71% gross margin, 76% ROE, ~$97B FCF, fortress net-cash balance sheet, and still +65% revenue growth at $216B scale. At ~38x trailing P/E / 21x EV/S the multiple is reasonable relative to growth (PEG ~0.6), and YTD relative underperformance vs SMH leaves it ~9% below highs — a quality leader that has been consolidating.
Extended
$112.71+202.4% YTD+155.1% 3m-15.10% from 52-wk high
15% below high
Quality · WeakValuation · StretchedWinner DNA · 28/F
EV/EBITDA 47xEV/S 12.7xRev +7%GM 39%ROIC -0%FCF yield -0.9%net debt 2.3x EBITDA
Relative strength. LEADING (price), on a turnaround narrative not earnings. SMH is +77.1% YTD; INTC at +202.4% YTD leads the proxy by ~125pp on foundry-optionality/government-stake hopes, but it is the fundamentally weakest name and sits the furthest below its high (-15.1%) of the group.
Valuation. Fundamentals are the laggard of the group — flat revenue, a small FY25 net loss (-$267M, improved from -$18.8B in FY24), negative free cash flow on heavy foundry capex, and 2.25x net-debt/EBITDA leverage. The +202% YTD move is a turnaround / foundry / strategic-stake re-rating, so the cheap EV/S (~3.9x) reflects unproven execution rather than earnings support.
Buyable
$436.69+43.7% YTD+23.6% 3m-3.0% from 52-wk high
3% below high
Quality · StrongValuation · FairWinner DNA · 85/A
P/E 28xEV/EBITDA 17xEV/S 12.4xRev +35%GM 66%ROIC 25%FCF yield 2.2%net cash
Relative strength. LAGGING its theme proxy SOXX: TSM YTD +43.7% and 1m +8.7% vs SOXX YTD +104.4% / 1m +33.2%. As the steady foundry mega-cap it trails the higher-beta fab-less and memory names driving the index, though it remains in a clean uptrend (above 50-EMA $383.68 and 200-EMA $323.38).
Valuation. Best-in-class economics: ~60% gross margin, 32% ROE, 25% ROIC and net cash, with FY25 revenue up 33% on AI-driven leading-edge demand. ~31x trailing earnings and 17x EV/EBITDA is a reasonable, even modest, multiple for that quality and growth.
Extended
$421.25+234.6% YTD+190.1% 3m-10.3% from 52-wk high
10% below high
Quality · StrongValuation · RichWinner DNA · 66/C
P/E 47xEV/EBITDA 30xEV/S 3.1xRev +88%GM 18%ROIC 15%FCF yield 3.1%net debt 1.7x EBITDA
Relative strength. LEADING its theme proxy SOXX by a wide margin: DELL YTD +234.6% and 3m +190.1% vs SOXX YTD +104.4% / 3m +84.0%. AI-server backlog has made it one of the strongest large-cap compute names, far outrunning the broad semi index.
Valuation. Strong cash generation (~$15B FCFE, 11% FY-end FCF yield) and a low ~0.84x EV/sales reflect the thin-margin (20% GM) hardware model, but negative book equity from aggressive buybacks and a ~47x trailing P/E after a 235% YTD run leave little room for execution slips.

AI memory / HBM super-cycle

established-leadinghigh▲ 97 +64 names

What’s driving it. A genuine DRAM/HBM shortage. Micron is verified at $1,079.57, up 1.45% and GREEN at its 52-week high ($1,088.89), trading ~3.1x its 200-day ($348).

Holding green while NVDA, PLTR and AMZN sold off is the tell that leadership is rotating into the memory bottleneck (MU +141% YTD, SanDisk +156% per web).

Durability. Short-to-medium term. Memory is historically boom-bust cyclical.

The 140-300% moves carry late-cycle risk if DRAM pricing rolls over. This is the highest-conviction CURRENT-momentum theme, but it is established-leading, not emerging — the easy money is behind it.

Leaders’ fundamental health. Improving sharply but cyclical. Micron's revenue is inflecting hard on pricing, margins are expanding off the trough.

Balance sheets are adequate. The whole group is geared to one variable — DRAM spot pricing — so fundamental health is only as durable as the shortage.

Current leadersMU · SNDK · LRCX · TER
+ New leadersSNDKnew breakoutSNDK closed $1831.50 (+6.71% on the day) just 1.6% below its $1861 52-week high and far above its 50-DMA ($1118) and 200-DMA ($505), a textbook fresh all-time-high breakout on the HBM/AI-memory super-cycle.
Extended
$1079.57+278.2% YTD+184.2% 3m-0.9% from 52-wk high
1% below high
Quality · StrongValuation · StretchedWinner DNA · 80/A
P/E 143xEV/EBITDA 69xEV/S 33.9xRev +196%GM 74%ROIC 12%FCF yield 0.1%net debt 0.3x EBITDA
Relative strength. LEADING its theme proxy SOXX decisively: MU YTD +278.2% and 1m +87.3% vs SOXX YTD +104.4% / 1m +33.2%. As the primary US HBM supplier it is at the epicenter of the memory up-cycle, trading <1% off its 52-week high.
Valuation. Operationally inflecting hard (gross margin 40% and net income up ~11x YoY in FY25 on HBM), but the ~9x price re-rate since fiscal year-end pushes trailing P/E to ~140x and current EV/sales to ~33x. The thesis is entirely forward HBM earnings power; trailing multiples are stretched and FCF is still thin against heavy capex.
Extended
$1831.50+671.6% YTD+223.9% 3m-1.6% from 52-wk high
2% below high
Quality · MixedValuation · StretchedWinner DNA · 77/B
EV/S 39.9xRev +251%GM 78%ROIC -12%FCF yield -0.0%net cash
Relative strength. LEADING its theme proxy SOXX by an enormous margin: SNDK YTD +671.6% and 3m +223.9% vs SOXX YTD +104.4% / 3m +84.0%. The pure-play NAND name is the single strongest mover in the memory super-cycle, trading <2% from its 52-week high.
Valuation. Trailing fundamentals are unprofitable (FY25 net loss -$1.64B, negative EBITDA/ROE/ROIC), so the ~40x re-rate of market cap is a pure forward-cycle bet on NAND pricing recovery. Balance sheet is sound (net cash, 3.6x current ratio), but at +672% YTD with no current earnings the stock is priced for a flawless memory up-cycle.
Extended
Lam Research
$343.71+100.9% YTD+58.2% 3m-0.7% from 52-wk high
1% below high
Quality · StrongValuation · StretchedWinner DNA · 69/C
P/E 80xEV/EBITDA 67xEV/S 23.0xRev +24%GM 50%ROIC 34%FCF yield 1.3%net cash
Relative strength. LEADING its semi-equipment theme proxy SMH on the long arc: YTD +100.9% vs SMH +77.1%, and 1m +33.9% vs SMH +25.1%. On 3m LRCX +58.2% trails SMH +79.4% (SMH dipped to $355.54 on 3/3 then ripped), but on every other window LRCX is the leader as the HBM/etch-deposition capex beneficiary.
Valuation. Best-in-class WFE franchise: ~49% gross margin, 54% ROE, net cash and ~$4.9B FCF on +24% revenue growth. But at ~83x earnings and ~67x EV/EBITDA the stock has fully repriced the HBM/3D-NAND super-cycle into the multiple, leaving little margin for any capex air-pocket.
Extended
Teradyne
$409.67+111.7% YTD+34.6% 3m-2.9% from 52-wk high
3% below high
Quality · StrongValuation · StretchedWinner DNA · 81/A
P/E 116xEV/EBITDA 84xEV/S 20.1xRev +87%GM 61%ROIC 18%FCF yield 0.7%net debt 0.1x EBITDA
Relative strength. LEADING the semi-test/HBM theme proxy SMH on YTD (+111.7% vs +77.1%) but LAGGING on shorter windows: 1m +18.6% vs SMH +25.1% and 3m +34.6% vs SMH +79.4%. The HBM-test demand re-rate front-loaded TER's outperformance earlier in the year; SMH has since closed part of the gap.
Valuation. High-quality, asset-light tester: 59% gross margin, low-20s ROE, near-zero net debt. But only ~13% revenue growth and a high-60s/low-80s EV/EBITDA at ~118x earnings make the valuation the most stretched of the four relative to its growth, pricing in a sharp HBM-test acceleration that has yet to show up in the top line.

Data-center physical buildout — cooling & electricals

established-leadinghigh▲ 88 +45 names

What’s driving it. Every AI data center needs power distribution and liquid cooling. Vertiv is verified at $331.44, only -0.91% on a hard tape, roughly 209% above its year low, with a 200-day of $213.

It is consolidating 13% below its high — digesting a run, not breaking. Morgan Stanley names it a core AI-infra leg.

Durability. Sustainable. This is the physical bottleneck of the AI buildout, with multi-year order backlogs.

It held green-ish (-0.9%) while spec-growth fell 6-12% on the same day, confirming it trades as durable infrastructure, not as a momentum chase.

Leaders’ fundamental health. Solid. These are profitable industrials (VRT, ETN, PWR) with real revenue growth, expanding margins, and order backlogs.

Valuations have run up with the trend, so the multiple is the watch-item, not the business.

Current leadersVRT · ETN · PWR · ANET · NVT
Basing
Vertiv Holdings
$331.44+104.6% YTD+35.5% 3m-12.8% from 52-wk high
13% below high
Quality · StrongValuation · StretchedWinner DNA · 70/B
P/E 96xEV/EBITDA 59xEV/S 12.8xRev +30%GM 38%ROIC 19%FCF yield 1.5%net debt 0.8x EBITDA
Relative strength. LEADING its data-center-buildout theme proxy XLI by a wide margin: YTD +104.6% vs XLI +12.2%, 3m +35.5% vs XLI -0.8%, 1m +1.0% vs XLI +0.6%. As the pure-play thermal/power infrastructure name VRT massively outpaces the broad industrial sector; recent 1m flatness reflects a digestion phase after the move.
Valuation. Fastest top-line grower of the four (+28%) with 34% ROE and ~$1.9B FCF, levering directly to liquid-cooling and power demand. Leverage is modest at 0.76x; the ~58x EV/EBITDA is rich but cheaper than the semis, and the -13% pullback from the high has built a constructive base rather than a breakdown.
Buyable
Eaton Corporation
$421.21+32.3% YTD+18.5% 3m-3.3% from 52-wk high
3% below high
Quality · MixedValuation · StretchedWinner DNA · 55/D
P/E 40xEV/EBITDA 30xEV/S 6.5xRev +17%GM 36%ROIC 13%FCF yield 2.7%net debt 1.8x EBITDA
Relative strength. LEADING its theme proxy XLI on YTD (+32.3% vs +12.2%) and 3m (+18.5% vs -0.8%) as the large-cap electrical-equipment beneficiary of data-center power demand, but essentially in line over 1m (-1.0% vs XLI +0.6%). It is the steadier, lower-beta leader of this theme versus the explosive VRT.
Valuation. Diversified, investment-grade industrial compounder: 38% gross margin, 21% ROE, ~$4.5B FCF and a 1.3% dividend, with leverage a comfortable 1.8x. At ~40x earnings / ~29x EV/EBITDA it is the most reasonably valued of the four — paying up for quality and durability rather than a hyper-growth multiple, sitting just below its 52-week high.
Buyable
Quanta Services
$715.67+69.6% YTD+26.5% 3m-9.3% from 52-wk high
9% below high
Quality · MixedValuation · StretchedWinner DNA · 59/D
P/E 104xEV/EBITDA 43xEV/S 3.8xRev +26%GM 14%ROIC 7%FCF yield 1.5%net debt 0.3x EBITDA
Relative strength. LEADING its industrial-buildout proxy XLI: PWR +69.6% YTD / +26.5% 3m vs XLI +12.2% YTD / -0.8% 3m. Quanta is the dominant electrical/grid-construction contractor riding the data-center power buildout and is trading well above its 50-day ($657) and 200-day ($504).
Valuation. Real double-digit revenue growth and an enormous power/grid backlog, but a ~105x trailing P/E and 43x EV/EBITDA price in years of execution on thin 13% gross / 3.6% net margins. Quality balance sheet (0.3x net leverage) but premium valuation leaves no margin for a backlog or margin stumble.
Buyable
Arista Networks
$174.37+33.1% YTD+39.9% 3m-3.0% from 52-wk high
3% below high
Quality · StrongValuation · StretchedWinner DNA · 69/C
P/E 63xEV/EBITDA 55xEV/S 24.1xRev +35%GM 62%ROIC 23%FCF yield 1.9%net cash
Relative strength. LEADING its proxy XLI: ANET +33.1% YTD / +39.9% 3m vs XLI +12.2% YTD / -0.8% 3m. The data-center networking leader has nearly retraced to a fresh 52-week high after a +40% 3-month run, far outpacing the broad industrial/buildout tape.
Valuation. Best-in-class fundamentals: 64% gross margin, 39% net margin, 28% ROE, $4.25B FCF and a debt-free, net-cash balance sheet. Quality is unimpeachable; the only caution is valuation, with EV/S ~24x and EV/EBITDA ~55x demanding sustained hyperscaler AI-networking demand.
Extended
nVent Electric
$176.39+73.0% YTD+58.0% 3m-0.9% from 52-wk high
1% below high
Quality · StrongValuation · StretchedWinner DNA · 61/C
P/E 40xEV/EBITDA 37xEV/S 8.0xRev +53%GM 36%ROIC 8%FCF yield 1.3%net debt 1.8x EBITDA
Relative strength. LEADING its proxy XLI: NVT +73.0% YTD / +58.0% 3m vs XLI +12.2% YTD / -0.8% 3m. nVent (electrical enclosures, liquid cooling, connections) is one of the strongest names in the data-center physical-buildout theme, pressing all-time highs far above its 50-day ($146) and 200-day ($115).
Valuation. Strong top-line growth (cooling/electrical pull from AI data centers) and respectable 38% gross / 19% ROE, but the headline P/E is flattered by a one-time discontinued-operations gain and the stock is up 73% YTD into a parabolic move. EV/EBITDA ~36x with 1.8x net leverage is full for a mid-cap electrical-equipment name.

Power-for-AI generation / IPPs

established-leadingmedium▼ 48 -44 names

What’s driving it. AI data centers need enormous baseload power. GE Vernova is verified at $959.36 (-1.06%), up 46.8% YTD, with its gas-turbine backlog growing 83→100 GW in Q1 2026 plus $2.4B of data-center electrification orders.

Talen's 1,920 MW Amazon/AWS nuclear PPA (~$1.4B/yr through 2042) is the contracted-cash-flow anchor.

Durability. Sustainable for the equipment layer, more fragile for the merchant IPPs. GEV is consolidating below its 50-day ($1,004.81) but well above a rising 200-day ($751.63) — classic digestion.

The cash-flowing names held (GEV/CEG -1% to -2%) while speculative SMR names cratered 11-12%. The split is the signal: own the cash, avoid the story.

Leaders’ fundamental health. Bifurcated. GEV is genuinely healthy — net cash, ROE 44%, positive FCF, +9% revenue — but Stretched on valuation (EV/EBITDA ~46x).

Talen is the caution: FY2025 was a -$219M GAAP net loss with net-debt/EBITDA ~14.6x; its thesis rests entirely on contracted AWS cash flows, not current earnings. Verification downgraded TLN's health from the proposed Strong to Weak.

Current leadersGEV · TLN · CEG · VST
+ New leadersVSTnew breakoutVST is 30.0% below its $219.82 high, fell -2.64% on the day to $153.80, sits right at its 50-DMA ($154.36) but BELOW its 200-DMA ($172.77), so the power-for-AI name is basing rather than breaking out on a weak tape.
Basing
GE Vernova
$959.36+46.8% YTD+13.9% 3m-18.8% from 52-wk high
19% below high
Quality · MixedValuation · StretchedWinner DNA · 60/C
P/E 53xEV/EBITDA 67xEV/S 6.4xRev +16%GM 19%ROIC 6%FCF yield 1.4%net cash
Relative strength. Leading. GEV is the clear leader of the equipment/pick-and-shovel sub-group, up +46.8% YTD and +27.6% above a rising 200-day.
It far outpaces the IPPs (TLN +1.3% YTD, CEG and VST negative).
Valuation. Highest-quality name in the theme but the most expensive (~$258B cap, EV/EBITDA ~46x trailing). Record contracted backlog supports it, but multiple-compression risk is real if AI-capex expectations cool.
Buyable
Talen Energy
$379.59+1.3% YTD+11.2% 3m-15.9% from 52-wk high
16% below high
Quality · MixedValuation · StretchedWinner DNA · 69/C
EV/EBITDA 57xEV/S 9.3xRev +345%GM 61%ROIC -1%FCF yield 2.4%net debt 14.6x EBITDA
Relative strength. Leading the IPP sub-group on relative strength. TLN is the only merchant power name above both its 50-day ($351.63) and 200-day ($371.64); CEG and VST are both broken below both MAs.
But on absolute YTD it is barely positive (+1.3%) -- the IPP group is laggy versus the equipment names.
Valuation. Relative-strength leader of the IPPs, but the GAAP P&L is the caution: FY2025 was a -$219M net loss (EPS -$4.79) with a negative operating margin and heavy leverage. The thesis rests on contracted AWS cash flows, not current earnings.
Smallest/highest-beta name (~$17B cap) and single-counterparty (Amazon) concentration.
Avoid
Constellation Energy
$267.24-24.4% YTD-17.7% 3m-35.2% from 52-wk high
35% below high
Quality · MixedValuation · StretchedWinner DNA · 65/C
P/E 42xEV/EBITDA 20xEV/S 4.0xRev +64%GM 43%ROIC 4%FCF yield 1.3%net debt 1.0x EBITDA
Relative strength. LAGGING its proxy XLU: CEG -24.4% YTD / -17.7% 3m vs XLU +2.4% YTD / -7.2% 3m. The marquee nuclear IPP/power-for-AI name has badly underperformed the utility sector, sitting 35% below its high and below both its 50-day ($291) and 200-day ($323).
Valuation. Solid nuclear cash-generation franchise (16% ROE, ~$1.6B FCF, 1.0x net leverage) but only ~8% revenue growth and a low 4% ROIC, and FY25 EPS fell to $7.40 from $11.90. At ~36x P/E the stock still isn't cheap despite a 35% drawdown; the chart is broken and momentum has decisively left the power-for-AI trade here.
Basing
Vistra
$153.80-4.7% YTD-4.4% 3m-30.0% from 52-wk high
30% below high
Quality · WeakValuation · StretchedWinner DNA · 41/F
P/E 55xEV/EBITDA 13xEV/S 4.2xRev -10%GM 20%ROIC 3%FCF yield 0.2%net debt 3.7x EBITDA
Relative strength. LAGGING its theme proxy XLU. YTD VST -4.7% vs XLU +2.4%; 1m VST -4.4% vs XLU -5.8% (modest near-term relief) but 3m VST -4.4% vs XLU -7.2%.
Net trailing the utility complex YTD; the 2024 power-for-AI leadership has cooled.
Valuation. Strong EBITDA generation and an 18% ROE, but revenue and EBITDA both fell YoY, FCF is consumed by heavy capex, and the balance sheet carries 3.7x net leverage. Trades at ~14x EV/EBITDA, full for a capital-intensive IPP whose AI-demand premium has deflated.

Copper — AI/electrification structural leader

established-leadingmedium▼ 64 -74 names

What’s driving it. Copper is the metal of electrification and AI grid buildout. Copper hit a record ~$13,238/ton in early 2026 (web).

FCX is verified at $70.67, up 39.2% YTD and within 2% of its 52-week high, beating the COPX proxy on every horizon. TECK leads on 3-month and YTD price strength (+40.4% YTD).

Durability. Sustainable as a structural supply-deficit story, but individual names diverge sharply. Distinguish copper (above both MAs, durable) from gold/silver (rolled below the 50-day, late).

FCX is now extended (within 2% of its high after a +27% month) — basing names like SCCO are the cleaner entries.

Leaders’ fundamental health. Mixed across the group. SCCO has the best assets (60% EBITDA margin, 39% ROE, 0.39x net leverage) but is Stretched at ~15x EV/EBITDA.

FCX is Mixed — solid balance sheet, but thin FCF (~1.5% yield) and 33x P/E. TECK is the price leader but fundamentally WEAKEST: free cash flow is NEGATIVE, ROIC under 3%, capex ~2x operating cash flow.

The strong TECK tape is re-rating, not cash generation.

Current leadersFCX · SCCO · TECK · ERO
Extended
Freeport-McMoRan
$70.67+39.2% YTD+7.8% 3m-2.0% from 52-wk high
2% below high
Quality · MixedValuation · StretchedWinner DNA · 50/D
P/E 46xEV/EBITDA 13xEV/S 4.4xRev +12%GM 27%ROIC 8%FCF yield 1.1%net debt 0.9x EBITDA
Relative strength. Leading. It beats the COPX copper-miner proxy on every horizon (+9.5pp 1m, +3.8pp 3m, +13.3pp YTD) and is pressing its 52-week high.
Valuation. Balance sheet is solid but returns are only mid-cycle (ROIC ~8%) and free cash flow is thin because Grasberg and US growth capex eat most of operating cash flow; P/E ~33x prices the volume ramp in.
Basing
Southern Copper
$196.59+37.0% YTD-4.7% 3m-11.3% from 52-wk high
11% below high
Quality · StrongValuation · StretchedWinner DNA · 84/A
P/E 38xEV/EBITDA 21xEV/S 12.5xRev +36%GM 65%ROIC 23%FCF yield 2.1%net debt 0.4x EBITDA
Relative strength. Leading YTD but cooling. It is +11.1pp ahead of the COPX proxy YTD, but over the last 3 months it lagged the proxy by ~8.7pp and sits 11% below its high.
Valuation. The best asset base in the group (60% EBITDA margin, 39% ROE, fortress 0.39x net leverage) but you pay up for it at ~15x EV/EBITDA and ~11x book, so it has the least valuation cushion if copper pulls back.
Buyable
Teck Resources
$67.23+40.4% YTD+21.3% 3m-5.6% from 52-wk high
6% below high
Quality · MixedValuation · FairWinner DNA · 70/B
P/E 23xEV/EBITDA 9xEV/S 3.5xRev +72%GM 43%ROIC 3%FCF yield -3.1%net debt 1.2x EBITDA
Relative strength. Leading on price. It has the strongest 3-month and YTD relative strength of the group (+17.3pp 3m, +14.5pp YTD vs the COPX proxy).
Valuation. Best price momentum but the weakest fundamentals here: free cash flow is negative, ROIC is under 3%, and capex is nearly 2x operating cash flow, so the QB2/Collahuasi 'low-capital-intensity' claim is not yet visible in the actuals — this is a spend-heavy re-rating, not a cash machine.
Too early
Ero Copper
$30.97+9.4% YTD+0.5% 3m-22.2% from 52-wk high
22% below high
Quality · StrongValuation · FairWinner DNA · 74/B
P/E 12xEV/EBITDA 9xEV/S 4.8xRev +107%GM 40%ROIC 13%FCF yield 2.8%net debt 1.3x EBITDA
Relative strength. Lagging. It trails the COPX proxy by ~16.5pp YTD and ~3.5pp over 3 months, and sits 22% below its 52-week high — only the 1-month bounce looks strong.
Valuation. Cheapest multiple in the group (11x earnings) reflecting a real FY2025 turnaround off an FY2024 net loss, but it is a single-asset, single-country (Brazil) small-cap with thin liquidity (current ratio ~1.06) and no FCF cushion — cheap because it is the riskiest expression, not because it is mispriced quality.

Cybersecurity

established-leadingmedium▼ 68 -294 names

What’s driving it. AI-driven security spend and a relentless breach cycle. All three verified names crush the CIBR proxy: CRWD +90.8% over 3 months vs +43.3%, PANW +79.6%, FTNT +84.5% YTD.

CrowdStrike's Q1 FY27 print (today) was strong — record net-new ARR $256M +32% YoY, plus a 4-for-1 split.

Durability. Sustainable. Security is non-discretionary enterprise spend with high recurring revenue.

CRWD dipped only 2.78% on a hard tape while spec peers (COIN -6.2%, PLTR -6.5%) fell harder, confirming it trades as durable software. The risk is valuation, not demand.

Leaders’ fundamental health. A genuine quality spread. FTNT is the standout — cleanly GAAP-profitable, ROIC ~29%, ~$2.2B FCF, cheapest at ~8.5x EV/S — but the most extended (within 1.7% of its high).

PANW is GAAP-profitable with ~$3.5B FCF and a more digestible ~12x EV/S, carrying CyberArk integration overhang. CRWD is the richest (EV/S ~22x, EV/FCF ~80x) and still GAAP-loss-making with ~23% stock comp.

Current leadersCRWD · PANW · FTNT · ZS
+ New leadersZSreturningZS plunged -6.78% to $134.37, sitting 60.1% below its $336.99 high near its $114.63 52-week low and BELOW both its 50-DMA ($143.44) and 200-DMA ($220.29) — a deeply broken cybersecurity name with no relative-strength support, a questionable add.
Buyable
CrowdStrike Holdings
$747.61+59.5% YTD+90.8% 3m-4.8% from 52-wk high
5% below high
Quality · MixedValuation · StretchedWinner DNA · 70/B
EV/EBITDA 1002xEV/S 38.0xRev +23%GM 76%ROIC -4%FCF yield 0.7%net cash
Relative strength. Leading. Up +59% in 1m vs the CIBR cyber ETF +31%, and +91% over 3m vs +43%.
Trades far above its rising 50-DMA ($497) and 200-DMA ($474).
Valuation. Premium is extreme. EV/Sales near 22x and EV/FCF ~80x leave no margin for an ARR stumble, and the company is still GAAP-unprofitable with ~23% of revenue paid in stock comp.
Buyable
Palo Alto Networks
$280.43+52.2% YTD+79.6% 3m-7.4% from 52-wk high
7% below high
Quality · MixedValuation · StretchedWinner DNA · 51/D
P/E 169xEV/EBITDA 97xEV/S 20.4xRev +31%GM 68%ROIC 6%FCF yield 1.8%net cash
Relative strength. Leading. Up +52% in 1m vs the cyber ETF +31% and +80% over 3m vs +43%.
Decisively above its 50-DMA ($197) and 200-DMA ($191).
Valuation. Pricey but more digestible than CRWD at EV/Sales ~12x, helped by real ~$3.5B FCF. The -5.6% post-print drop on 2026-06-03 is the largest of the three, and the $25B CyberArk deal adds integration and dilution overhang.
Extended
Fortinet
$146.48+84.5% YTD+80.6% 3m-1.7% from 52-wk high
2% below high
Quality · StrongValuation · StretchedWinner DNA · 65/C
P/E 58xEV/EBITDA 42xEV/S 15.4xRev +20%GM 80%ROIC 29%FCF yield 2.1%net cash
Relative strength. Leading, and the strongest YTD of the group at +84% vs the cyber ETF +28%. Held up best on the hard 2026-06-03 tape at only -1.6% and sits just under its 52-week high.
Valuation. The only cleanly GAAP-profitable, high-ROIC, FCF-rich name of the three, and the cheapest on EV/Sales (~8.5x). But it is just ~2% off its 52-week high after a +64% one-month move, so it is the most extended into strength — entries here chase rather than buy a pivot.
Avoid
Zscaler
$134.37-40.3% YTD-13.1% 3m-60.1% from 52-wk high
60% below high
Quality · MixedValuation · StretchedWinner DNA · 65/C
EV/EBITDA 191xEV/S 8.0xRev +25%GM 77%ROIC -3%FCF yield 3.3%net cash
Relative strength. LAGGING its theme proxy BUG severely. YTD ZS -40.3% vs BUG +20.8%; 3m ZS -13.1% vs BUG +43.0%; 1m ZS -5.5% vs BUG +33.1%.
Cybersecurity is one of the strongest themes in the market and ZS is the standout laggard, down ~60% from its high while the group makes new highs.
Valuation. Top-line still compounding ~23% with 77% gross margin and ~$1B of free cash flow on a net-cash sheet, but GAAP unprofitable and still richly valued at 16x EV/sales even after a 60% drawdown. Quality business, broken chart, valuation only modestly reset.

GLP-1 / obesity & large-cap pharma

established-leadingmedium● 66 +23 names

What’s driving it. The obesity/GLP-1 super-cycle. Lilly is verified at $1,083.23, up 1.79% and GREEN, up 7.9% over 3 months while XLV fell 5.9%.

The FDA approved its oral GLP-1 Foundayo (orforglipron) on 2026-04-01 — the only any-time oral GLP-1, ~12.4% weight loss at 72 weeks — with a Q2-2026 launch. West Pharmaceutical is the verified pick-and-shovel leader (+25.8% over 3 months).

Durability. Sustainable at the franchise level, but this is a NARROW single-name story, not broad sector leadership. The Healthcare SECTOR is broken (XLV below its 200-day, -8% off its high).

Own LLY and WST as the true leadership pocket; the broad defensive-rotation thesis is wrong.

Leaders’ fundamental health. Best-in-class growth, stretched valuation. LLY is elite — revenue +44.7%, ROE 78%, ROIC 30% — but FCF yield is under 1% and EV/S ~15x, leaving no margin for error.

WST has a pristine net-cash balance sheet but trades at 40x P/E on mid-single-digit total revenue growth. ABBV is the laggard of the three (-7.2% over 3 months, below its 200-day), included only as a diversified-pharma challenger; its obesity exposure is pre-Phase-2 optionality.

Current leadersLLY · WST · ABBV
+ New leadersABBVreturningAt $217.07 (+0.78%) ABBV sits -11.3% below its 52-wk high $244.81, just above the 50-DMA ($208.57) but still under the 200-DMA ($219.70), so it is a large-cap pharma name reclaiming the lower end of its range rather than a fresh breakout, and it lags the two sharply-positive GLP-1 leaders.WSTnew breakoutWST at $316.31 (+1.33%) is only 4.4% below its $330.88 high and well above its 50-DMA ($287) and 200-DMA ($267), a leading GLP-1/pharma name buyable near a fresh-high pivot.
− Removed leadersJPMbroken downtrendGenuinely soft at $300.85, now sitting BELOW both its 50DMA ($303.27) and 200DMA ($305.84) and -10.8% off its $337.25 high, confirming the mild-laggard read with a loss of trend support.UNHstill strong droppedStill the strongest RS name in its group at $377, only -6.7% off its $404.15 high and above both 50DMA ($342.37) and 200DMA ($327.68); a -0.24% day is flat, so this is a non-re-surface, not deterioration.VKTXbroken downtrendRemains broken at $29.33, -32.0% off its $43.15 high and below both its 50DMA ($32.40) and 200DMA ($32.38); the flat +0.14% day does not repair a downtrend that was already flagged broken-avoid.
Basing
Eli Lilly and Company
$1,083.23+0.8% YTD+7.9% 3m-5.7% from 52-wk high
6% below high
Quality · StrongValuation · StretchedWinner DNA · 72/B
P/E 49xEV/EBITDA 38xEV/S 16.2xRev +56%GM 82%ROIC 30%FCF yield 0.9%net debt 1.3x EBITDA
Relative strength. Leading. Up +7.9% over 3 months while the healthcare proxy (XLV) is -5.9%.
Valuation. Best-in-class growth and returns, but the valuation is extreme. FCF yield is under 1% and EV/Sales is ~15x, leaving no room for error.
Buyable
West Pharmaceutical Services
$316.31+14.9% YTD+25.8% 3m-4.4% from 52-wk high
4% below high
Quality · StrongValuation · StretchedWinner DNA · 70/B
P/E 45xEV/EBITDA 30xEV/S 7.1xRev +21%GM 35%ROIC 14%FCF yield 2.1%net cash
Relative strength. Leading. Up +25.8% over 3 months versus the healthcare proxy at -5.9%.
Valuation. Pristine net-cash balance sheet and a real GLP-1 mix tailwind, but a 40x P/E on mid-single-digit total revenue growth prices in continued acceleration.
Too early
AbbVie
$217.07-5.0% YTD-7.2% 3m-11.3% from 52-wk high
11% below high
Quality · MixedValuation · StretchedWinner DNA · 53/D
P/E 91xEV/EBITDA 25xEV/S 7.2xRev +12%GM 72%ROIC 13%FCF yield 4.7%net debt 3.6x EBITDA
Relative strength. Lagging the theme. Down -7.2% over 3 months and below its 200-day; the two GLP-1 leaders are sharply positive.
Valuation. Cash generation and the immunology franchise are healthy, but leverage is elevated, equity is negative on goodwill, and obesity is pre-Phase-2 optionality, not a present-tense driver.

Biotech laggard-to-leader (small/mid-cap)

emerging-earlymedium✦ 385 names

What’s driving it. Falling rates improving small-cap funding, a ~$29B March-2026 biopharma M&A wave (patent-cliff driven), and a run of FDA gene-editing approvals. XBI is verified at $129.83 (+1.62%), bouncing off its 200-day ($118.33) while still BELOW its 50-day ($131.43) and ~7% under its 52-week high ($139.19) — the textbook recovering-laggard profile.

Durability. Potentially sustainable if the rate-cut and M&A cycle persists, but this is early and unconfirmed. The thesis rests on XBI's base-recovery structure, NOT on the day's single-name pops (ABVX +24.3% is idiosyncratic).

The cleanest reward/risk in the set because it has not yet extended.

Leaders’ fundamental health. Highly variable by name — this is an equal-weight, breadth theme. Anchors like VRTX and ALNY are profitable, cash-generative franchises; the small-cap tail (CRSP, MRNA, ABVX) is pre-profit and cash-burning.

Health here is a portfolio statement, not a single-name one; the basket (XBI) is the cleaner expression than picking names.

Current leadersCRSP · ALNY · VRTX · MRNA · ABVX
+ New leadersABVXnew breakoutABVX exploded +24.3% to $90.15 today off a yearLow of $5.69, a textbook laggard-to-leader RS thrust, though it remains -39.4% below its 52-wk high $148.83 and below both the 50-DMA ($117.50) and 200-DMA ($109.59), so the breakout is early off a deep base.ALNYreturningALNY is +2.3% to $292.58 but printing right at its 52-wk low ($283.10), -41.0% below its high $495.55 and below both the 50-DMA ($308.10) and 200-DMA ($384.17), so this is a deeply-corrected biotech attempting to regain leadership, not a confirmed breakout.CRSPreturningCRSP is flat at $52.08, -33.6% below its 52-wk high $78.48, fractionally above the 50-DMA ($51.73) but still below the 200-DMA ($55.67), so the gene-editing laggard is basing and just reclaiming its short-term average rather than confirming a leadership breakout.MRNAreturningMRNA spiked +7.5% to $49.06, reclaiming its 50-EMA ($49.93) and holding well above its 200-EMA ($37.67) off the $22.28 low — a classic laggard-to-leader biotech turn, still 17.6% below its $59.55 high.VRTXreturningVRTX is recovering off its $362 yearLow (now $428.34, +0.76%) but remains 15.7% below its $507.92 high and BELOW both its 50-DMA ($437.70) and 200-DMA ($436.45), a laggard-to-leader candidate that has not yet reclaimed key moving averages.
Basing
CRISPR Therapeutics AG
$52.08-0.6% YTD-10.3% 3m-33.6% from 52-wk high
34% below high
Quality · WeakValuation · StretchedWinner DNA · 50/D
EV/S 1443.1xRev +69%GM -3346%ROIC -27%FCF yield -6.9%net cash
Relative strength. LAGGING its theme proxy XBI. YTD CRSP -0.6% vs XBI +6.5%; 3m CRSP -10.3% vs XBI +5.1%.
Roughly flat on the year while biotech broadly advanced; not yet the laggard-to-leader inflection.
Valuation. Pre-scale commercially: negligible recognized revenue, ~$580M annual loss and ~$350M cash burn, so income-statement fundamentals are weak. The offset is a fortress balance sheet — roughly $2B net cash funds years of runway — making this a balance-sheet-backed optionality name, not an earnings story.
Chart is basing near the 50-DMA, still below a declining 200-DMA.
Too early
Alnylam Pharmaceuticals
$292.58-26.4% YTD-8.2% 3m-41.0% from 52-wk high
41% below high
Quality · StrongValuation · StretchedWinner DNA · 72/B
P/E 125xEV/EBITDA 70xEV/S 10.4xRev +96%GM 82%ROIC 14%FCF yield 1.2%net cash
Relative strength. LAGGING its theme proxy XBI. YTD ALNY -26.4% vs XBI +6.5%; 3m ALNY -8.2% vs XBI +5.1%.
Despite a fundamental inflection to profitability, the stock has badly underperformed biotech YTD — a deep laggard on price even as the business turned the corner.
Valuation. Genuine inflection: flipped from a -$278M loss to +$314M net income on 65% revenue growth, 82% gross margin and a ~40% ROE, with net cash. Fundamentally Strong, but valuation remains rich (93x EV/EBITDA, 166x P/E) on first-year GAAP earnings; price is still in a downtrend, bouncing today off a fresh 52-week low with no confirmed reversal.
Avoid
Vertex Pharmaceuticals Incorporated
$428.34-5.6% YTD-9.7% 3m-15.7% from 52-wk high
16% below high
Quality · MixedValuation · RichWinner DNA · 48/D
P/E 28xEV/EBITDA 22xEV/S 8.9xRev +8%GM 87%ROIC 18%FCF yield 2.9%net cash
Relative strength. LAGGING its theme proxy XBI. VRTX is -5.6% YTD and -9.7% over 3m versus XBI +6.5% YTD and +5.1% over 3m; VRTX trades below both its 50DMA ($437.70) and 200DMA ($436.45) while XBI sits near recovery highs.
Valuation. Premium large-cap biotech multiple (P/E 29x, EV/S 9.5x) backed by genuine quality: 85% gross margin, 18% ROIC, ~$3.2B FCF and a net-cash balance sheet. FY24's GAAP loss was a one-off (Alpine acquired-IPR&D charge); FY25 normalized to $15.46 EPS, so the valuation rests on real cash-generative earnings.
Too early
Moderna
$49.06+66.4% YTD-1.5% 3m-17.6% from 52-wk high
18% below high
Quality · WeakValuation · RichWinner DNA · 39/F
EV/S 9.4xRev +264%GM -146%ROIC -30%FCF yield -10.6%net debt 0.3x EBITDA
Relative strength. LEADING its theme proxy XBI on a YTD basis. MRNA is +66.4% YTD versus XBI +6.5%, and trades well above its 200DMA ($37.67); near-term it is roughly flat (3m -1.5%) and just below its 50DMA ($49.93), so leadership is sharp but volatile.
Valuation. Fundamentals remain deeply unprofitable: revenue fell -39% to $1.94B, EBITDA is -$2.55B and FCF -$1.5B, so the +66% YTD move is a sentiment/pipeline re-rating, not an earnings recovery. The ~$5.8B net-cash cushion funds the burn, but at 5.6x EV/sales on shrinking revenue the stock is priced on optionality, not current results.
Avoid
Abivax S.A
$90.15-33.2% YTD-18.9% 3m-39.4% from 52-wk high
39% below high
Quality · WeakValuation · FairWinner DNA · 7/F
Rev -100%ROIC -47%FCF yield -1.9%net debt 1.6x EBITDA
Relative strength. LAGGING its theme proxy XBI. ABVX is -33.2% YTD versus XBI +6.5%, and -27.1% over the past month versus XBI -3.0%; it trades far below its 50DMA ($117.50) and 200DMA ($109.59) despite a +24% single-day bounce on 2026-06-03.
Valuation. Clinical-stage, pre-revenue French biotech (obefazimod/ABX464 in UC/Crohn's) burning ~€212M FCF a year against a ~$5.9B market cap, so there are no earnings or sales multiples to anchor value — it is a binary phase-3 readout story. Current ratio 8.7x shows ample liquidity, but -74% ROE and negative net-debt/EBITDA mark it as a high-risk option on trial success, not a healthy business.

Selective medtech / device breakouts

emerging-earlylow✦ 424 names

What’s driving it. Stock-specific structural growth catalysts. Edwards is just below its 52-week high after a clean six-month base breakout, with Q1-2026 heart-therapy growth ~+42% YoY and raised FY guidance.

Glaukos is reclaiming its 200-day from below. The selectivity is the signal: ISRG is explicitly excluded as a falling knife at its 52-week low.

Durability. Short-term and fragile because it rests on 2-3 names. The broad device proxy IHI is the single weakest in the RS set (-25% off its high), so there is no sector tailwind underneath.

This is a stock-picker's theme, not a own-the-group theme.

Leaders’ fundamental health. The named breakouts (EW, BSX) are healthy — profitable, growing, reasonable balance sheets — but the proxy weakness signals the average device name is struggling. Lowest conviction in the set for exactly this reason: the health is concentrated in a handful of names, not the group.

Current leadersEW · GKOS · BSX · MDT
+ New leadersBSXreturningBSX is flat at $47.69 sitting on its 52-wk low ($47.17), a stunning -56.4% below its high $109.50 and far under both the 50-DMA ($59.22) and 200-DMA ($84.67), so as a 'selective medtech breakout' it is the opposite of a breakout and only a speculative bottom-fishing add.EWnew breakoutEW trades $86.00, just 3.5% below its $89.14 52-week high and above both its 50-EMA ($81.96) and 200-EMA ($81.60), a clean medtech breakout despite a -1.9% day.GKOSdisplaced incumbentGKOS popped +2.6% to $113.64 and holds above its 200-EMA ($105.87), but at 23.3% below its $148.11 high and still under its 50-EMA ($122.37) it is a recovering rather than fresh-high name in the medtech-device theme.MDTdisplaced incumbentMDT jumped +5.7% to $77.95 on what looks like an earnings move, but it remains a laggard within the device theme — 26.7% below its $106.33 high and still under both its 50-EMA ($81.71) and 200-EMA ($92.63).
Buyable
Edwards Lifesciences
$86.00+0.9% YTD+0.8% 3m-3.5% from 52-wk high
4% below high
Quality · MixedValuation · StretchedWinner DNA · 67/C
P/E 46xEV/EBITDA 33xEV/S 7.8xRev +17%GM 78%ROIC 11%FCF yield 2.7%net cash
Relative strength. LEADING its theme proxy IHI by a wide margin. EW is +0.9% YTD and +2.4% over 1m versus IHI -21.9% YTD and -2.6% over 1m; over 3m EW is +0.8% versus IHI -17.7%.
EW trades above its 50DMA ($81.96) and 200DMA ($81.60) and sits just -3.5% off its 52-week high while the device ETF is near 52-week lows.
Valuation. Premium structural-heart franchise valuation (P/E 46x, EV/EBITDA 33x) reflecting 78% gross margins, 11.5% revenue growth, ~$1.34B FCF and a net-cash balance sheet. The trailing P/E is flattered by FY24's discontinued-ops gain (Critical Care sale); on continuing EPS of $1.84 the multiple is rich but supported by durable TAVR/TMTT growth — a high-quality compounder priced for it.
Too early
$113.64+0.7% YTD-3.6% 3m-23.3% from 52-wk high
23% below high
Quality · WeakValuation · RichWinner DNA · 52/D
EV/S 13.2xRev +41%GM 78%ROIC -11%FCF yield -0.8%net cash
Relative strength. LEADING its theme proxy IHI (iShares Medical Devices ETF). GKOS is roughly flat YTD (+0.7%) and -3.6% over 3m vs IHI -21.9% YTD / -17.7% over 3m — a wide relative-strength gap.
It only lags IHI on the trailing month (-16.3% vs -2.8%) after a sharp pullback off the May high.
Valuation. Hyper-growth, 77%-gross-margin ophthalmic-device story trading at ~13x EV/sales while still deeply GAAP-unprofitable and FCF-negative (R&D 30% of revenue). The premium multiple is justified only if the iDose/iStent ramp converts to operating leverage; net-cash balance sheet funds the burn for now.
Avoid
$47.69-50.0% YTD-35.4% 3m-56.4% from 52-wk high
56% below high
Quality · MixedValuation · RichWinner DNA · 52/D
P/E 25xEV/EBITDA 20xEV/S 3.8xRev +12%GM 69%ROIC 9%FCF yield 5.2%net debt 2.8x EBITDA
Relative strength. LAGGING badly. BSX is -50.0% YTD and -35.4% over 3m vs proxy IHI at -21.9% YTD / -17.7% over 3m — it has fallen roughly 2x as hard as the medtech group and now sits at the absolute bottom of its 52-week range ($47.17 year-low).
Valuation. The underlying business is healthy — 20% revenue growth to $20.1B, 69% gross margin, $3.2B FCF — but the stock has collapsed ~50% (market cap halved to ~$71B) and broken below all moving averages; at ~24x trailing earnings the multiple has reset, yet the chart is broken and the catalyst for the de-rating is not in the fundamentals through FY25.
Too early
$77.95-18.9% YTD-19.4% 3m-26.7% from 52-wk high
27% below high
Quality · MixedValuation · FairWinner DNA · 38/F
P/E 21xEV/EBITDA 14xEV/S 3.7xRev +10%GM 0%ROIC 6%FCF yield 5.2%net debt 2.9x EBITDA
Relative strength. Marginally LEADING proxy IHI on the short window — MDT is -0.4% over the trailing month (lifted by a +5.7% earnings gap today) vs IHI -2.8%, and -18.9% YTD vs IHI -21.9%. Over 3m the two are roughly in line (-19.4% vs -17.7%), so it is a defensive in-line-to-slightly-better laggard, not a clear leader.
Valuation. Large, durable cash machine — $36.4B revenue (+8.4%), $5.4B FCF, ~2.8% dividend — at a modest ~21x trailing earnings. Quality and income are solid, but ~8% top-line growth and a still-below-50dma/200dma chart mean the +5.7% earnings pop off year-lows is an unconfirmed turn rather than a reclaimed trend.

Energy / oil & gas

extended-latemedium▲ 69 +44 names

What’s driving it. Cumulative 2026 strength on value-rotation, dividends and buybacks. XLE is +31% YTD but only +2.9% over 3 months and -1.2% over 1 month, sitting right ON its 50-day.

Verification confirmed 3 of 4 names lead (FANG +38% YTD, SLB +41%, EOG +32%) but WMB is an outright laggard — negative on both 1-month and 3-month while the proxy rose.

Durability. Tired, not fresh. The primary uptrend (above the 200-day) is intact, so this is extended-late rather than fading.

But crude fundamentals are bearish (WTI ~$59 2026 base case on non-OPEC supply per web), so equity strength is dividend/buyback-driven and could decouple from oil. Own the cheap, low-leverage names; avoid the stretched ones.

Leaders’ fundamental health. A wide spread. EOG is the quality leader — 11x earnings, net-debt/EBITDA 0.44x, 36x interest coverage, FCF yield ~7% — genuinely Strong.

SLB and FANG are Mixed: real FCF (FANG's $6.8B FCFE post-Endeavor) but YoY EPS declines on softer prices, and FANG absorbed a $3.7B impairment. WMB is Stretched and broken — net-debt/EBITDA ~3.95x, FCF yield 1.4%, P/E 28x, below its 50-day.

Verification reclassified WMB from leader to lagging.

Current leadersFANG · EOG · SLB · WMB
+ New leadersSLBnew breakoutSLB sits at $56.85, just 3.3% under its $58.82 52-week high and above both its 50-EMA ($53.97) and 200-EMA ($43.70), confirming it as the energy-theme RS leader on a fresh-high breakout.WMBnew breakoutWMB at $71.66 (+0.49%) is 10.5% below its $80.08 high and trades BELOW its 50-DMA ($73.67) though above its 200-DMA ($65.74), an early energy add lacking confirmation rather than a clean breakout.
− Removed leadersVNOMrs fadedVNOM at $46.88 (+1.9% today) holds above its 200-day ($41.47) but sits below its 50-day ($47.15) and 8.3% under its 52-wk high ($51.13), and per the prior read it lags XLE and both operators on 1M/3M relative strength — a genuine RS-laggard within energy, not a broken chart.
Buyable
Diamondback Energy
$210.59+38.2% YTD+18.6% 3m-1.8% from 52-wk high
2% below high
Quality · WeakValuation · StretchedWinner DNA · 39/F
P/E 36xEV/EBITDA 11xEV/S 5.2xRev +5%GM 69%ROIC 6%FCF yield 8.8%net debt 2.0x EBITDA
Relative strength. Leading. YTD +38% beats XLE's +29%, and on 3 months it crushes the proxy (+18.6% vs +3.9%).
Trades above its 50- and 200-DMA, near a 52-week high.
Valuation. FCF inflection is real ($6.8B FCFE post-Endeavor), but GAAP net income fell hard. Net income dropped from $3.34B to $1.66B (EPS $15.53 to $5.73) on a $3.7B impairment and a 35% larger share count, so the 26x P/E overstates richness while ROIC is temporarily depressed.
Buyable
EOG Resources
$141.50+31.9% YTD+10.5% 3m-6.8% from 52-wk high
7% below high
Quality · StrongValuation · FairWinner DNA · 78/B
P/E 15xEV/EBITDA 7xEV/S 3.6xRev +16%GM 79%ROIC 58%FCF yield 5.2%net debt 0.4x EBITDA
Relative strength. Leading. YTD +32% tops XLE's +29% and 3-month +10.5% beats the proxy's +3.9%.
Sits above both moving averages with the cleanest balance sheet in the group.
Valuation. Quality leader at a cheap 11x earnings. EPS did slip year-over-year ($11.31 to $9.24) on softer realized prices, but the fortress balance sheet (net-debt/EBITDA 0.44x, 36x interest coverage) lets it out-invest peers through the cycle.
About 7% below its 52-week high.
Buyable
SLB (Schlumberger)
$56.85+41.4% YTD+17.1% 3m-3.3% from 52-wk high
3% below high
Quality · MixedValuation · RichWinner DNA · 39/F
P/E 25xEV/EBITDA 14xEV/S 2.8xRev +3%GM 15%ROIC 10%FCF yield 5.6%net debt 1.3x EBITDA
Relative strength. Leading. Best 3-month relative strength of the cohort (+17.1% vs XLE +3.9%) and the strongest YTD at +41%.
Trades above both moving averages, within ~3% of its 52-week high.
Valuation. US-listed (NYSE, Houston HQ) despite the 'SLB N.V.' legal name and the .com domain, so it clears the US-only filter; beta is a low 0.73. Margins are thin and declined year-over-year (net 12.3% to 9.4%, ROE 21% to 13%), but the balance sheet is fine at 1.3x net-debt/EBITDA and FCF yield is a healthy 8.5%.
Too early
The Williams Companies
$71.66+17.8% YTD-5.5% 3m-10.5% from 52-wk high
10% below high
Quality · WeakValuation · RichWinner DNA · 46/D
P/E 33xEV/EBITDA 17xEV/S 10.3xRev -1%GM 82%ROIC 6%FCF yield 1.1%net debt 4.0x EBITDA
Relative strength. Lagging. Down 5% over both the past month and quarter while XLE rose, and YTD +18% trails the proxy's +29%.
It sits below its 50-DMA and is the only name here that is more than 10% off its 52-week high.
Valuation. Most leveraged and most expensive name here, and momentum has rolled over. At 28x earnings and 13.9x EV/EBITDA with net-debt/EBITDA near 4x, thin 1.4% FCF yield, and only 3.1x interest coverage, the data-center-gas thesis is priced in while the tape has broken down below the 50-DMA.

Gold & precious metals

extended-latelow● 46 -44 names

What’s driving it. Firmer labor data pushed back rate-cut odds, taking the wind out of the metal. GLD is below its 50-day ($425) and only marginally above its 200-day; GDX is below both MAs and -27.5% off its high — the deepest drawdown in the RS set.

Silver is more stretched still (SLV ~40% off its high).

Durability. Late-cycle digestion. The metals reflation is narrow and has shifted into copper and oil, NOT a broad bid.

Gold has moved from leadership to correction. This is a wait-for-a-base situation, not a buy.

Leaders’ fundamental health. Healthy underlying businesses (NEM, AEM, royalty names FNV/WPM are high-margin and cash-generative), but the price trend has broken down. Good companies in a correcting trend — the issue is the tape, not the fundamentals.

Current leadersNEM · AEM · WPM · FNV
Basing
$107.47+7.6% YTD-9.3% 3m-20.3% from 52-wk high
20% below high
Quality · StrongValuation · FairWinner DNA · 84/A
P/E 16xEV/EBITDA 9xEV/S 5.1xRev +47%GM 62%ROIC 12%FCF yield 6.4%net cash
Relative strength. LEADING its proxy GDX (VanEck Gold Miners ETF). NEM is +7.6% YTD and -9.3% over 3m vs GDX -0.9% YTD / -19.2% over 3m — roughly 10pp ahead over 3 months — and matches GDX on the trailing month (-0.8% vs -0.8%) through the current gold pullback (GDX -3.5% today).
Valuation. Best-in-class miner setup — gross margin jumped to 50% and EBITDA to $13.1B on higher gold prices, net income more than doubled to $7.1B, ROE 21%, $3.8B FCF, net-cash balance sheet — yet it trades at only ~15.6x earnings / 8.3x EV/EBITDA. Cheap, high-return, and consolidating above its 200dma after leading the group YTD.
Extended
Agnico Eagle Mines
$171.65+1.3% YTD-26.7% 3m-32.7% from 52-wk high
33% below high
Quality · StrongValuation · FairWinner DNA · 87/A
P/E 19xEV/EBITDA 10xEV/S 7.0xRev +66%GM 66%ROIC 13%FCF yield 5.0%net cash
Relative strength. LEADING GDX on YTD (+1.3% vs GDX -0.9%) and roughly in line near-term, but LAGGING on the 3-month pullback (-26.7% vs GDX -19.2%); the largest senior miner is more drawn-down from its high (-32.7% vs GDX -27.5%) after a sharp gold reversal.
Valuation. Cheapest of the three on every multiple (P/E ~19x, EV/EBITDA ~9.8x) with record FY25 revenue +44% and EPS more than doubling to $8.86 on high gold prices; an operating miner so earnings are leverage-rich but cost-exposed, balance sheet is effectively net cash.
Extended
Wheaton Precious Metals
$124.95+6.4% YTD-17.4% 3m-24.6% from 52-wk high
25% below high
Quality · StrongValuation · StretchedWinner DNA · 85/A
P/E 38xEV/EBITDA 29xEV/S 23.6xRev +89%GM 78%ROIC 16%FCF yield 1.0%net cash
Relative strength. LEADING GDX across the board: YTD +6.4% vs GDX -0.9%, 3m -17.4% vs -19.2%, and less drawn-down from its high (-24.6% vs GDX -27.5%); the streaming model has held up better than the miner basket in the pullback.
Valuation. Premium streamer multiple (P/E ~38x, EV/S ~22x) reflects 72% gross margins and FY25 revenue +83%, but reported FCF conversion is thin (~$0.6B vs $1.5B net income) due to heavy upfront stream deposits; pristine debt-free balance sheet supports the rating but leaves little valuation cushion.
Buyable
Franco-Nevada
$229.12+10.6% YTD-12.6% 3m-19.8% from 52-wk high
20% below high
Quality · StrongValuation · StretchedWinner DNA · 87/A
P/E 40xEV/EBITDA 25xEV/S 24.0xRev +77%GM 81%ROIC 13%FCF yield 3.4%net cash
Relative strength. Clearly LEADING GDX on every window: 1m +1.8% vs -1.0%, 3m -12.6% vs -19.2%, YTD +10.6% vs -0.9%, and the shallowest drawdown (-19.8% vs GDX -27.5%); the royalty model is the relative-strength leader of the gold theme.
Valuation. Highest-quality balance sheet of the group (debt-free, ~96% FCF conversion to $1.49B) but priced at a full royalty premium (P/E ~39x, EV/S ~22x); FY25 revenue +64% and 74% gross margin justify the rating only if gold holds, leaving valuation as the main risk rather than financial health.

Quantum Computing

fadinglow● 46 -14 names

What’s driving it. The Quantinuum IPO (real and dated: $14.3B valuation, $53-55/share, >20x oversubscribed) is siphoning the institutional quantum dollar. RGTI is verified at $24.10 (-10.36%), -59% off its high, sitting ON its 200-day.

The whole complex sold off into the IPO. Importantly, the proxy ETF QTUM is itself near all-time highs — only the pure-plays are well below theirs.

Durability. Fading on momentum. Fundamentals are improving (IONQ revenue +755% YoY) but price leads them lower — a classic extended-theme unwind.

Verification found the biggest thesis error here: QBTS's growth story is false — recognized revenue is FALLING quarter over quarter ($15.0M → $2.86M, the lowest of five quarters), not compounding. The 'growth' is bookings optics.

Leaders’ fundamental health. IBM is the ONLY healthy name — P/E 26x, 16% net margin, 32% ROE, $14.4B FCF — but its quantum exposure is tiny, so it lagged the theme (+3.2% YTD). The three pure-plays (IONQ, QBTS, RGTI) are all Weak: deeply FCF-negative, dilution-funded, extreme EV/sales.

RGTI has NEGATIVE gross margin and only ~$48M cash. IONQ's and RGTI's headline 'GAAP profits' are non-operating warrant gains, not earnings — both ran large operating losses.

Current leadersIONQ · IBM · QBTS · RGTI
+ New leadersIBMnew breakoutIBM is the quantum recency leader sitting above both MAs (50-EMA $242.38, 200-EMA $271.35) and only 8.1% below its $332.46 high, though today's -7.2% drop to $305.63 marks a sharp pullback into a buyable-near-pivot zone.
Extended
IonQ
$68.23+52.0% YTD+84.1% 3m-19.4% from 52-wk high
19% below high
Quality · MixedValuation · StretchedWinner DNA · 62/C
EV/S 180.3xRev +755%GM 24%ROIC -9%FCF yield -1.2%net debt 2.1x EBITDA
Relative strength. Leading. Only pure-play matching the QTUM theme ETF's +52.9% YTD while also leading on 1m/3m momentum (+47.7% / +84.1%).
Price holds well above the 50-DMA ($45.29) and 200-DMA ($48.13); today's -4.4% is the mildest cut in the group.
Valuation. Most expensive name in the group at ~$25B mcap on ~$265M FY26 revenue. Real revenue acceleration, but the headline Q1 'GAAP net income $805M / EPS $2.24' is a $1.07B non-operating warrant gain, not operations (operating loss -$271M, FCF -$159M).
A momentum leader, not a profitable one.
Buyable
International Business Machines
$305.63+3.2% YTD+24.6% 3m-8.1% from 52-wk high
8% below high
Quality · MixedValuation · FairWinner DNA · 38/F
P/E 27xEV/EBITDA 20xEV/S 5.1xRev +9%GM 56%ROIC 9%FCF yield 4.0%net debt 3.1x EBITDA
Relative strength. Mixed. Leads on 1-month recency (+31.6%) and has the shallowest drawdown (-8.1%), but badly lags the quantum theme on a YTD basis (+3.2% vs the QTUM ETF's +52.9%).
It is the quality survivor and de-risked expression, not the theme-RS leader.
Valuation. Only name with real earnings and free cash flow; the quantum bid concentrating into IBM is a genuine flight-to-quality. Quantum is a tiny fraction of revenue, so it is diluted exposure — a quantum re-rating moves it far less than a pure-play.
P/B 8.5x and the run-up make the multiple full but defensible.
Too early
D-Wave Quantum
$27.51+5.2% YTD+50.7% 3m-41.2% from 52-wk high
41% below high
Quality · WeakValuation · StretchedWinner DNA · 23/F
EV/S 382.0xRev -81%GM 64%ROIC -11%FCF yield -0.8%net debt 1.7x EBITDA
Relative strength. Lagging. YTD +5.2% badly trails the QTUM theme ETF (+52.9%) and the stock sits -41% below its 52wk high.
Price holds above the 50/200-DMA only after a deep purge-and-bounce; today's -8.0% shows it amplifies risk-off.
Valuation. The 'commercial-traction leader monetizing today' thesis does not survive the tape. Quarterly revenue is collapsing, not compounding: $15.0M (Q1'25, a one-time system-sale lump) -> $3.1M -> $3.7M -> $2.75M -> $2.86M (Q1'26, the lowest).
The '82.6% GM' sits on a tiny, lumpy base; Q1'26 operating loss was -$54.7M.
Too early
Rigetti Computing
$24.10+8.7% YTD+42.2% 3m-58.6% from 52-wk high
59% below high
Quality · WeakValuation · StretchedWinner DNA · 39/F
EV/S 1123.8xRev +199%GM -28%ROIC -13%FCF yield -1.0%net debt 0.5x EBITDA
Relative strength. Lagging / broken-risk. Deepest drawdown in the group at -58.6% below its 52wk high and YTD +8.7% trails the theme ETF (+52.9%) badly.
Sitting right ON the 200-DMA ($23.40) after today's -10.4% — the deepest cut of all four. RS is the weakest of the group.
Valuation. Roadmap-faith valuation at ~$8B mcap on $4.4M quarterly revenue and a NEGATIVE gross margin. The Q1 'net income $33.1M / EPS +$0.10' is a $59M warrant-revaluation gain, not operations (operating loss -$26.0M).
Only ~$48M cash means frequent dilution is near-certain — the highest dilution risk of the four.

Uranium & nuclear / SMR

fadinglow● 35 -44 names

What’s driving it. Utilities reverted from spot-driven buying to long-term contracts, ending the spec spike (web). On the tape day URA fell 5.67%, OKLO -11.24%, LEU -8.77%, SMR -12%; even blue-chip CCJ fell ~5%.

Policy tailwinds (DOE SMR funding) are real, so the thesis is not dead — but the stocks are de-rating.

Durability. Fading. The cash-flowing power trade lives in GEV/CEG (separate theme); THIS is the spec fuel-cycle, which broke.

Verification corrected the proposed write-up: BWXT is NOT a leader — it is below both MAs, -14.8% over the past month, broken-avoid. Only CCJ survives the live tape as an actual RS leader, and even it is richly valued.

Leaders’ fundamental health. Weak-to-stretched across the board. CCJ generates real cash and is net-cash but trades at an extreme P/E ~93x / EV/EBITDA ~62x.

UEC is loss-making with negative FCF and chronic dilution. OKLO is pre-revenue, pre-licensing, burning -$115M FCF on a ~$11B market cap — a binary bet on NRC timelines.

BWXT is the soundest business (defense-anchored FCF) but the worst tape.

Current leadersCCJ · BWXT · UEC · OKLO
+ New leadersBWXTreturningBWXT fell -1.36% to $184.72, -23.6% below its 52-wk high $241.82 and below both the 50-DMA ($212.56) and 200-DMA ($195.06), so the nuclear/SMR name is broken and lagging URA rather than breaking out, an avoid-grade add.UECnew breakoutUEC sits 30.7% below its $20.34 52-week high and fell -8.77% on the day to $14.09, but it holds above its 200-DMA ($13.85) and is pinned to its 50-DMA ($14.09), a constructive base rather than a fresh breakout despite being newly surfaced.
− Removed leadersLEUbroken downtrendBroken badly — $181.67 is -60.9% off its $464.25 high, below both 50DMA ($193.38) and 200DMA ($248.83), and it fell -8.77% on the day, deepening the already-lagging downtrend.
Buyable
Cameco
$114.56+16.2% YTD-2.7% 3m-15.3% from 52-wk high
15% below high
Quality · MixedValuation · StretchedWinner DNA · 60/C
P/E 93xEV/EBITDA 62xEV/S 15.7xRev +7%GM 36%ROIC 5%FCF yield 1.9%net cash
Relative strength. Leading. YTD +16.2% beats the uranium ETF URA at +9.4% and is the only pick above both moving averages.
Valuation. Real cash generation and net cash, but the multiple is extreme. P/E 93x and EV/EBITDA 62x price in the Westinghouse ramp and a uranium up-cycle; low-4% ROIC does not yet support it.
Avoid
BWX Technologies
$184.72+1.6% YTD-10.3% 3m-23.6% from 52-wk high
24% below high
Quality · MixedValuation · StretchedWinner DNA · 53/D
P/E 51xEV/EBITDA 34xEV/S 5.8xRev +26%GM 23%ROIC 7%FCF yield 1.7%net debt 2.7x EBITDA
Relative strength. Lagging. YTD +1.6% trails URA (+9.4%) and it sits below both the 50-DMA ($212.56) and 200-DMA ($195.06).
Valuation. Solid defense-anchored growth and FCF, but leverage rose to 2.7x net-debt/EBITDA after a ~$565M acquisition and the stock is below both key moving averages. ROE 27% is leverage-flattered (ROIC only 7.4%).
Basing
Uranium Energy
$14.09+7.5% YTD-3.2% 3m-30.7% from 52-wk high
31% below high
Quality · WeakValuation · StretchedWinner DNA · 19/F
EV/S 99.3xRev -59%GM -76%ROIC -7%FCF yield -1.0%net debt 1.7x EBITDA
Relative strength. Roughly in line, slightly lagging. YTD +7.5% sits just below URA (+9.4%); holding the 200-DMA ($13.85) and pinned to the 50-DMA ($14.09).
Valuation. Highest-torque physical play but the weakest fundamentals: net loss, negative FCF, EV/S 53x on a thin revenue base, and persistent equity dilution (share count +30M last year). Quote is on commodity beta and policy, not earnings.
Avoid
Oklo
$65.21-16.2% YTD+3.0% 3m-66.4% from 52-wk high
66% below high
Quality · WeakValuation · FairWinner DNA · 6/F
ROIC -9%FCF yield -1.0%net debt 5.7x EBITDA
Relative strength. Lagging badly. YTD -16.2% vs URA +9.4%; trades far below its 200-DMA ($85.75) and is 66% off its high.
Valuation. Pre-revenue, pre-licensing story asset valued at an ~$11B market cap on zero sales. Well-funded (~$1.3B cash) but only because it issued ~$1.3B of stock; any narrative de-rating or licensing slip is an outsized drawdown.

Fintech / stablecoins / crypto equities

fadinglow▼ 27 -63 names

What’s driving it. The 2025 stablecoin-legislation euphoria has fully reversed. CRCL is verified at $90.13 (-10.63%), -70% off its high and below both MAs.

COIN is at $163.22 (-6.19%), -63% off its high, below both MAs. IBIT and the crypto-miner complex are soft too — this is theme fatigue, not a one-name issue.

Durability. Broken. This is on the watchlist to track as it bottoms, not to chase.

There is no sign of a base yet. Do not catch this falling knife.

Leaders’ fundamental health. Mixed-to-poor and de-rating. Coinbase has a real business but earnings are volatile with crypto volumes; Circle's valuation imploded post-IPO.

The fundamental story is hostage to crypto prices and regulatory sentiment, both of which turned against the group.

Current leadersCOIN · CRCL · HOOD
+ New leadersCOINreturningCOIN dropped -6.19% to $163.22 near its 52-wk low ($139.36), -63.3% below its high $444.65 and below both the 50-DMA ($188.48) and 200-DMA ($246.95), so the crypto-equity is in a downtrend and this add is a beaten-down theme member, not a strength signal.CRCLreturningCRCL plunged -10.6% to $90.13 closing at the day low, a remarkable -69.9% below its 52-wk high $298.99 and below both the 50-DMA ($104.95) and 200-DMA ($102.38), so the stablecoin name is breaking down, not breaking out, making this a weak add.HOODnew breakoutHOOD added on its fintech/crypto strength above the 50-EMA ($77.46), but the live tape shows weakness — down -6.0% to $82.85, 46.2% below its $153.86 high and still under its 200-EMA ($103.71).
Avoid
Coinbase Global
$163.22-27.8% YTD-10.4% 3m-63.3% from 52-wk high
63% below high
Quality · WeakValuation · StretchedWinner DNA · 41/F
P/E 34xEV/EBITDA 23xEV/S 5.6xRev -31%GM 70%ROIC 5%FCF yield 5.6%net cash
Relative strength. Badly LAGGING the fintech/crypto proxy FINX on every window: 1m -17.4% vs FINX -4.3%, 3m -10.4% vs -0.4%, YTD -27.8% vs -16.3%, and far deeper from its high (-63.3% vs FINX -30.7%); COIN is the weak hand of the theme, not the leader.
Valuation. Trades >60% off its high and below both the 50- and 200-day averages, yet still ~37x earnings on FY25 net income that FELL ~51% (to $1.26B) as revenue grew only +9%; high crypto-cyclicality, mid-single-digit ROIC and convertible-note leverage make the multiple stretched into a falling-earnings, broken-tape setup.
Avoid
Circle Internet Group
$90.13+13.6% YTD-9.4% 3m-69.9% from 52-wk high
70% below high
Quality · WeakValuation · StretchedWinner DNA · 59/D
EV/EBITDA 2912xRev +20%GM 18%ROIC -2%FCF yield 2.2%net debt 3090.3x EBITDA
Relative strength. LEADING its theme proxy IBIT (iShares Bitcoin Trust). YTD CRCL +13.6% vs IBIT -25.4%; 3m -9.4% vs IBIT -4.4%; 1m -24.6% vs IBIT -18.5%.
CRCL has handily outperformed the BTC proxy YTD as the dominant pure-play stablecoin equity, though it gave back ground sharply over the trailing month into today's -10.6% break.
Valuation. Reserve-income model: revenue is mostly USDC interest, but distribution payments (e.g. to Coinbase) crush gross margin to ~9% and SBC pushed FY25 to a GAAP loss.
P/S ~7x on a thin-margin, rate-sensitive business with a fortress balance sheet ($6B+ cash) makes it more of an optionality/growth bet than a value or quality name at current levels.
Extended
Robinhood Markets
$82.85-26.7% YTD+8.9% 3m-46.2% from 52-wk high
46% below high
Quality · MixedValuation · StretchedWinner DNA · 45/D
P/E 40xEV/EBITDA 38xEV/S 18.5xRev +15%GM 81%ROIC 8%FCF yield 2.2%net debt 5.1x EBITDA
Relative strength. LEADING its theme proxy IBIT (iShares Bitcoin Trust) over the trailing 1-3m. 1m HOOD +8.2% vs IBIT -18.5%; 3m +8.9% vs IBIT -4.4%; YTD -26.7% vs IBIT -25.4% (roughly even).
HOOD decoupled to the upside through late May while the BTC proxy fell, but is now reversing off a sharp run.
Valuation. Genuinely profitable and fast-growing (rev +52%, net income $1.88B, 47%+ operating-leverage-driven margins) with high ROE, unlike CRCL. But EV/S ~17x and P/E ~39x leave little margin for error; the stock ran from ~$74 to ~$94 in late May and is now reversing hard, so the quality is real but the entry is extended.

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

carried forward
emerging-earlymedium▲ 78 +123 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 leadersHPE · IREN · NBIS
− Removed leadersCRWVrs fadedCRWV dropped -6.99% to $110.93 and sits 40.7% below its $187 high while lagging its SMH theme proxy (YTD +41.5% vs SMH +68.5%, 1m -5.7% vs +23.4%); though still above its 50-DMA ($105) and 200-DMA ($100), the relative strength has genuinely deteriorated.
Extended
Hewlett Packard Enterprise carried
$55.17+129.6% YTD+154.8% 3m-14.1% from 52-wk high
14% below high
Quality · MixedValuation · StretchedWinner DNA · 67/C
P/E 1282xEV/EBITDA 44xEV/S 3.3xRev +41%GM 37%ROIC -1%FCF yield 0.9%net debt 7.0x EBITDA
Relative strength. LEADING its proxy SMH strongly — YTD +129.6% vs SMH +77.1%, 3m +154.8% vs SMH +63.1%, 1m +92.0% vs SMH +25.9%
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.
Basing
IREN carried
$65.48+73.3% YTD+68.5% 3m-14.8% from 52-wk high
15% below high
Quality · WeakValuation · StretchedWinner DNA · 21/F
P/E 269xEV/EBITDA 92xEV/S 52.6xRev -0%GM 65%ROIC 1%FCF yield -4.8%net debt 1.4x EBITDA
Relative strength. Roughly inline-to-LEADING vs proxy SMH — YTD +73.3% vs SMH +77.1% (slightly behind), but 3m +68.5% vs SMH +63.1% and 1m +32.4% vs SMH +25.9% (ahead on recent)
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
$251.68+200.6% YTD+189.8% 3m-9.7% from 52-wk high
10% below high
Quality · MixedValuation · StretchedWinner DNA · 50/D
P/E 594xEV/S 120.5xRev +622%GM 21%ROIC -5%FCF yield -6.1%net cash
Relative strength. LEADING its proxy SMH dramatically — YTD +200.6% vs SMH +77.1%, 3m +189.8% vs SMH +63.1%, 1m +42.8% vs SMH +25.9%
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.
Left the leaders board this issue — themes that rotated out of leadership
Enterprise Software (AI monetization)
− NOWbroken downtrendStructurally broken at $117.90, -44.2% below its $211.48 high and below its 200DMA ($141.08) after a -7.64% day, confirming the prior structural-laggard read as the 1m bounce fades.

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), plus a small-cap runway tilt. 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). Quality measures “a great, improving business now”; the runway term is the one factor earned by our own survivorship-corrected backtest (among RS leaders, smaller cap was the only strong forward signal — a fat upside tail), gated on cash support so it rewards small cash-generative growers, not cash-burning lottery tickets. A high score on a mega-cap is still a quality read (its runway is capped), not a forward-multibagger one. Descriptive, not a forecast.

Proven compounderswinner-grade · tracked core · mature / large-cap15
87/A$5.2TAI Semiconductors / Compute
85/A$2.3TAI Semiconductors / Compute
84/A$115BGold & precious metals
84/A$164BCopper — AI/electrification structural l
80/A$1.2TAI memory / HBM super-cycle
77/B$271BAI memory / HBM super-cycle
72/B$1.0TGLP-1 / obesity & large-cap pharma
70/B$190BCybersecurity
70/B$127BData-center physical buildout — cooling
69/C$220BData-center physical buildout — cooling
69/C$430BAI memory / HBM super-cycle
68/C$2.3TAI Semiconductors / Compute
66/C$280BAI Semiconductors / Compute
65/C$107BCybersecurity
60/C$258BPower-for-AI generation / IPPs
Emerging candidateswinner-grade · tracked core · small-enough base to still compound17
87/A$86BGold & precious metals
87/A$44BGold & precious metals
85/A$57BGold & precious metals
81/A$64BAI memory / HBM super-cycle
78/B$75BEnergy / oil & gas
74/B$3BCopper — AI/electrification structural l
72/B$39BBiotech laggard-to-leader (small/mid-cap
70/B$32BCopper — AI/electrification structural l
70/B$22BGLP-1 / obesity & large-cap pharma
69/C$17BPower-for-AI generation / IPPs
67/C$50BSelective medtech / device breakouts
67/C$73BNeocloud / AI Datacenter Buildout (GPU-r
65/C$97BPower-for-AI generation / IPPs
65/C$22BCybersecurity
62/C$25BQuantum Computing
61/C$29BData-center physical buildout — cooling
60/C$50BUranium & nuclear / SMR
Momentum — not trackedRS leaders shown on the cards; fundamentals don't match the winner fingerprint (transient)29
59/D$24BFintech / stablecoins / crypto equities
59/D$107BData-center physical buildout — cooling
57/D$264BAI Semiconductors / Compute
55/D$164BData-center physical buildout — cooling
53/D$384BGLP-1 / obesity & large-cap pharma
53/D$17BUranium & nuclear / SMR
52/D$71BSelective medtech / device breakouts
52/D$7BSelective medtech / device breakouts
51/D$191BCybersecurity
50/D$5BBiotech laggard-to-leader (small/mid-cap
50/D$102BCopper — AI/electrification structural l
50/D$60BNeocloud / AI Datacenter Buildout (GPU-r
48/D$109BBiotech laggard-to-leader (small/mid-cap
46/D$88BEnergy / oil & gas
45/D$75BFintech / stablecoins / crypto equities
41/F$43BFintech / stablecoins / crypto equities
41/F$52BPower-for-AI generation / IPPs
39/F$59BEnergy / oil & gas
39/F$19BBiotech laggard-to-leader (small/mid-cap
39/F$8BQuantum Computing
39/F$85BEnergy / oil & gas
38/F$287BQuantum Computing
38/F$100BSelective medtech / device breakouts
28/F$566BAI Semiconductors / Compute
23/F$10BQuantum Computing
21/F$23BNeocloud / AI Datacenter Buildout (GPU-r
19/F$7BUranium & nuclear / SMR
7/F$6BBiotech laggard-to-leader (small/mid-cap
6/F$11BUranium & nuclear / SMR

Top actionable ideas

Energy / oil & gasbuyable-near-pivot
Price $141.50. ~6.8% below 52-week high. P/E 11x, EV/EBITDA 5.5x, net-debt/EBITDA 0.44x, interest coverage 36x, FCF yield ~7%, ~3.8% dividend yield. ROE 17%.

Entry. buyable-near-pivot

Thesis. The quality energy leader at a value price. EOG beats XLE on both YTD (+32% vs +29%) and 3-month (+10.5% vs +3.9%), trades above both moving averages, and carries the cleanest balance sheet in the group.

Unlike WMB (which verification kicked out as a laggard), EOG is a confirmed leader you are not overpaying for.

Risk. Crude is the swing factor — WTI base case ~$59 for 2026 on non-OPEC supply. EPS already slipped YoY ($11.31→$9.24) on softer prices.

If oil rolls, the cheap multiple gets cheaper. Energy as a theme is decelerating (extended-late), so this is a stock-specific quality call inside a tired theme.

Biotech laggard-to-leaderconstructive-basing
XBI $129.83 (+1.62%). 200-day $118.33 (just reclaimed), 50-day $131.43 (still below), 52-week high $139.19 (~7% away). Catalysts: ~$29B March-2026 biopharma M&A wave, falling rates, FDA gene-editing approvals.

Entry. constructive-basing

Thesis. The cleanest early-rotation entry in the entire set. Equal-weight biotech is turning from years of laggard status into leadership, and crucially it is NOT yet extended — it is bouncing off its 200-day while still below its 50-day and 7% under its 52-week high.

The equal-weight structure means you own breadth, not a single binary bet.

Risk. Early and unconfirmed — it is still below its 50-day, so the rotation is not yet proven. A rate-cut delay (the same firmer labor data hurting gold) would pressure small-cap funding.

Trigger to confirm: a decisive close above the 50-day ($131.43). Do not over-read the day's single-name pops (ABVX +24%) as the thesis.

Cybersecuritybuyable-near-pivot
Price $280.43 (-5.6% on the day). ~7.4% below 52-week high. EV/S ~12.3x, FCF ~$3.47B (yield ~3%), GM 73%, net cash. Decisively above its 50-day ($197) and 200-day ($191).

Entry. buyable-near-pivot

Thesis. The best risk/reward in a high-conviction theme. PANW genuinely leads (beats CIBR on every window — +80% over 3 months vs +43%) but is the most reasonably valued of the cyber majors, with real FCF backing it.

Today's -5.6% post-print drop pulled it ~7% off its high — a buyable pivot rather than a chase. Contrast with FTNT, which is the cleanest fundamentally but sits within 1.7% of its high (extended).

Risk. The -5.6% print could see a failed bounce — watch whether it holds above the 50-day. The $25B CyberArk deal adds integration and dilution overhang, and platformization front-loads discounts that pressure near-term billings.

Still GAAP-profitable but the multiple needs growth to hold.

Copper — AI/electrificationconstructive-basing
Price $196.59. ~11.3% below 52-week high. EBITDA margin 60%, ROE 39%, ROIC 23%, net-debt/EBITDA 0.39x, EV/EBITDA ~15.4x, ~2.1% dividend yield.

Entry. constructive-basing

Thesis. The quality way to own copper without chasing an extended leader. FCX is the strongest name but is pressing its 52-week high after a +27% month (extended-chasing).

SCCO is the YTD leader that is currently basing — 11% off its high — with by far the best asset base in the group. You buy a fortress balance sheet on a pullback rather than chasing FCX into strength.

Risk. Richest valuation in the basket (EV/EBITDA ~15x, P/B ~11x) leaves little cushion if copper pulls back. It lagged the COPX proxy over the trailing 3 months (-4.7% absolute), so near-term relative strength has faded.

Jurisdiction concentration in Peru/Mexico (permitting, royalty, community risk). Avoid TECK as the copper expression — its tape is strong but FCF is negative and ROIC under 3%.

GLP-1 / obesity & large-cap pharmaconstructive-basing
Price $1,083.23 (+1.79%). ~5.7% below 52-week high. Above 50-day ($961) and 200-day ($941). Revenue +44.7%, ROE 78%, ROIC 30%, GM 84%.

Entry. constructive-basing

Thesis. The single genuinely-leading name inside a broken Healthcare sector. While XLV sits below its 200-day, Lilly re-accelerated and printed GREEN on a hard risk-off day — up 7.9% over 3 months while the sector fell 5.9%.

The new oral GLP-1 (Foundayo/orforglipron, FDA-approved 2026-04-01, Q2-2026 launch) is a fresh catalyst. Do not buy the Healthcare sector; buy this one name.

Risk. Valuation is the whole risk — EV/S ~15x and FCF yield under 1% leave zero room for a stumble. P/E 47x prices in continued hyper-growth.

Any GLP-1 competitive setback or guidance miss is an outsized drawdown. This is a narrow single-name bet, not diversified sector exposure.

Power-for-AI generationconstructive-basing
Price $959.36 (-1.06%). ~18.8% below 52-week high. 50-day $1,004.81 (below), 200-day $751.63 (well above). Net cash, ROE 44%, +9% revenue, ~$3.7B FCF.

Entry. constructive-basing

Thesis. The cleanest way to own the power second-derivative of AI. GE Vernova is the clear leader of the equipment sub-group (+46.8% YTD), consolidating constructively below its 50-day but well above a rising 200-day — digesting a run, not breaking.

The backlog is the tell: gas-turbine backlog grew 83→100 GW in Q1 2026 with $2.4B of data-center electrification orders. Own this over the speculative SMR names that cratered 11-12%.

Risk. Valuation is Stretched — EV/EBITDA ~46x trailing on a ~$258B cap. Multiple-compression risk is real if AI-capex expectations cool.

The backlog supports it, but you are paying a premium for the highest-quality name in the theme. The 19% drawdown from the high shows it is volatile.

Emerging / early-rotation watch

  • Biotech rotation confirmation (XBI): the highest-quality early signal in the set. Trigger to add: a decisive close above the 50-day ($131.43), then a break of the 52-week high ($139.19).
    Driver is durable (rate cuts + ~$29B M&A wave + FDA approvals). The risk is a rate-cut delay choking small-cap funding.
  • Selective medtech breakouts (EW, GKOS): a narrow, stock-specific early theme. Edwards is breaking out of a six-month base on ~+42% YoY heart-therapy growth; Glaukos is reclaiming its 200-day. Trigger: EW holding above its breakout and GKOS confirming above the 200-day. Watch-it-don't-chase because the broad device proxy IHI is the weakest in the RS set
    there is no sector tailwind, so it lives or dies on 2-3 names.
  • Memory/HBM second wave (LRCX, TER): if the DRAM shortage persists, the equipment names that supply memory fabs are the next leg. Trigger: MU holding its 52-week high while LRCX/TER break out of their bases. The whole sub-theme is hostage to one variable
    DRAM spot pricing — so a pricing roll-over is the kill switch.
  • Custom silicon vs GPU (AVGO, MRVL): leadership is migrating from NVDA's merchant-GPU layer toward custom ASICs. MRVL printed +3.73% green the day NVDA fell 3.55%.
    Trigger: AVGO/MRVL sustaining relative strength vs NVDA through the next earnings cycle would confirm the down-stack rotation.

Avoid / fading

  • WMB (Williams)
    verification kicked this OUT as an energy leader. It is negative on both 1-month (-5.0%) and 3-month (-5.5%) while XLE rose, YTD +18% trails XLE +29%, it is below its 50-day, and it is the most stretched name in the group (net-debt/EBITDA ~3.95x, P/E 28x, FCF yield 1.4%).
    The data-center-gas thesis is priced in while the tape has broken. The proposal called it a leader; the live data says laggard.
  • Fintech / stablecoin / crypto equities (CRCL, COIN)
    the clearest fully-broken theme. CRCL -70% off its high (below both MAs), COIN -63% off its high (below both MAs), both led losers again today.
    The 2025 stablecoin euphoria has fully reversed. No base yet — track it bottoming, do not chase.
  • Speculative nuclear / SMR fuel-cycle (OKLO, LEU, UEC, SMR)
    decoupled from the durable power trade and de-rating hard. OKLO -11.24% on the day and -66% off its high, pre-revenue and burning -$115M FCF on an ~$11B cap.
    BWXT, despite a sound business, is broken on the tape (below both MAs, -14.8% over the month). Own GEV/CEG for power, not these.
  • Quantum pure-plays (QBTS, RGTI)
    fading on momentum and worse on fundamentals than the bull case admits. Verification found QBTS's growth story is FALSE: recognized revenue is FALLING ($15.0M → $2.86M over five quarters), the 'growth' is bookings optics.
    RGTI has a NEGATIVE gross margin and only ~$48M cash. Both IONQ's and RGTI's 'GAAP profits' are non-operating warrant gains.
    The Quantinuum IPO is siphoning capital. If you must own quantum, IBM is the only cash-generative expression — but it barely tracks the theme.
  • Gold & precious metals (GDX, SLV)
    extended and correcting, not leading. GDX is below both MAs and -27.5% off its high (deepest drawdown in the set); silver is ~40% off its high.
    The metals bid narrowed into copper and oil. Wait for a base.
  • Chasing extended leaders at fresh highs (FCX, FTNT)
    both are genuine leaders but sit within ~2% of their 52-week highs after large one-month moves. Strong businesses, poor entries.
    Prefer the basing names in the same themes (SCCO for copper, PANW for cyber).

Caveats

  • Descriptive, not a forecast. Every status, leader call and fundamental rating describes what the live tape and financials show as of the 2026-06-03 close. None of it predicts forward returns. Trends labeled 'extended-late' or 'established-leading' have already moved — the labels flag where the easy money likely is behind us, not where it is going.
  • Data-as-of 2026-06-03 close. Prices, returns and moving averages are point-in-time. Several leaders are within a few percent of 52-week highs or sitting on key moving averages, so the entry-context calls (buyable / basing / extended) can flip within days. Re-check live quotes before acting.
  • Rotation-reversal risk is the dominant hazard here. The whole readout rests on a late-stage, extended AI/tech bull. Semis sit 63% above their 200-day at the 99th percentile of their range. A genuine AI-capex pause would hit semis, memory, cooling, power and copper TOGETHER — these are not independent themes, they are layers of one trade.
  • Correlation hazard / false diversification. The top ideas (semis, memory, cooling, power, copper, even parts of cyber) are all expressions of the same AI-capex thesis. Holding six of them is not diversification — it is one concentrated bet with six tickers. Size accordingly and treat the AI-capex layers as a single risk factor.
  • Verification corrected several theses, and those corrections matter: WMB is a laggard not a leader; TLN's fundamental health is Weak (FY2025 GAAP loss, ~14.6x net leverage) not Strong; QBTS's growth story is false (revenue falling, not rising); BWXT is broken on the tape not a pick-and-shovel leader; TECK leads on price but has negative FCF; IONQ/RGTI 'GAAP profits' are warrant gains, not earnings. Where the original narrative and the measured price disagreed, the price won.
  • Remaining uncertainty I am NOT smoothing over: (1) The memory/HBM and copper theses hinge on commodity pricing (DRAM, copper) that can roll over fast and is not independently forecast here. (2) The biotech rotation is unconfirmed — XBI is still below its 50-day. (3) Energy equity strength has decoupled from a bearish crude base case (~$59 WTI), so the dividend/buyback bid could break. (4) Not every theme was re-verified at the single-name level — Semiconductors, Memory, Cooling, Cybersecurity-proxy and the spec themes draw partly on the proposal's own live reads rather than fully independent re-pulls.
  • Not personalized investment advice. This is a research readout for a sophisticated investor's own judgment. No position sizing, suitability, tax or risk-tolerance assessment has been applied. Falsifiable numbers are included precisely so each idea can be checked and discarded if the data moves against it.