| CRMSalesforce | AI software | 81Base 50, adjusted by:Channel momentum+35Moat trend+9Management delivery-10Near-term catalysts+6Rivals gaining-9 | +7 | +16% | 3 | low | 20% | — | 18dFederal contract award decision | — | — | | 8 |
| DELLDell Technologies | AI infrastructure | 73Base 50, adjusted by:Moat trend+12Management delivery+10Insider buying+6Near-term catalysts+4Rivals gaining-6Leadership exits-3 | 0 | -7% | 2 | low | 100% | $5.6M | 57dConvertible notes maturity | $760M | — | | 10 |
| HUBSHubSpot | AI software | 70Base 50, adjusted by:Channel momentum+15Moat trend+3Management delivery-2Insider buying+6Near-term catalysts+4Rivals gaining-6 | +3 | +28% | 2 | low | 50% | $3.9M | 8dTech conference keynote | $15.1M | 20% | | 9 |
| ASTSAST SpaceMobile | Space & defense tech | 67Base 50, adjusted by:Channel momentum+5Moat trend+3Management delivery+4Insider buying+6Near-term catalysts+8Rivals gaining-6Leadership exits-3 | +1 | +31% | 2 | low | 75% | $6.6M | 10dQuarterly earnings | $1.8B | 25% | | 10 |
| PLTRPalantir Technologies | AI software | 67Base 50, adjusted by:Channel momentum+10Management delivery+10Insider buying-3Near-term catalysts+6Rivals gaining-6 | +2 | +7% | 2 | low | 100% | -$10.9M | 75dIndex rebalance | $800M | — | | 9 |
| MDBMongoDB | Cloud & data | 66Base 50, adjusted by:Channel momentum+15Moat trend+6Near-term catalysts+4Rivals gaining-3Leadership exits-6 | +3 | +20% | 1 | low | 60% | — | 52dTech conference keynote | — | — | | 7 |
| MRVLMarvell Technology | Semis | 64Base 50, adjusted by:Channel momentum+10Moat trend-3Management delivery+2Insider buying+6Near-term catalysts+2Rivals gaining-3 | +2 | +1% | 1 | low | 67% | $18.3M | 83dQuarterly earnings | — | — | | 8 |
| SSentinelOne | Security | 64Base 50, adjusted by:Channel momentum+20Management delivery-2Near-term catalysts+2Rivals gaining-3Leadership exits-3 | +4 | +37% | 1 | low | 50% | -$4.3M | 53dQuarterly earnings | — | — | | 7 |
| PANWPalo Alto Networks | Security | 63Base 50, adjusted by:Channel momentum+5Moat trend+6Insider buying+6Near-term catalysts+8Rivals gaining-12 | +1 | -7% | 4 | low | 60% | $19.1M | 4dQuarterly earnings | $864M | — | | 9 |
| METAMeta Platforms | Consumer internet | 62Base 50, adjusted by:Channel momentum+15Moat trend-3Management delivery-7Insider buying+6Near-term catalysts+4Rivals gaining-3 | +3 | +6% | 1 | low | 33% | $10.8M | 42dQuarterly earnings | — | — | | 7 |
| TTDThe Trade Desk | Consumer internet | 62Base 50, adjusted by:Channel momentum+10Moat trend+12Management delivery-9Near-term catalysts+8Rivals gaining-9 | +2 | — | 3 | low | 25% | -$350K | 20dQuarterly earnings | $20.1M | — | | 11 |
| ZSZscaler | Security | 61Base 50, adjusted by:Channel momentum+15Management delivery+3Near-term catalysts+2Rivals gaining-9 | +3 | +36% | 3 | low | 71% | — | 3dQuarterly earnings | — | 22% | | 7 |
| TSMTaiwan Semiconductor | Semis | 60Base 50, adjusted by:Channel momentum-5Moat trend+9Management delivery+2Insider buying+6Near-term catalysts+4Rivals gaining-6 | -1 | -25% | 2 | low | 67% | $14.5M | 13dLockup expiry | $949K | — | | 8 |
| RKLBRocket Lab | Space & defense tech | 59Base 50, adjusted by:Channel momentum+5Management delivery+3Insider buying+6Near-term catalysts+8Rivals gaining-6Forensic flags-7 | +1 | — | 2 | medium | 71% | $4.1M | 10dPatent trial date | $752M | — | | 10 |
| AMDAdvanced Micro Devices | Semis | 58Base 50, adjusted by:Channel momentum+10Moat trend+3Management delivery-10Insider buying+6Near-term catalysts+2Rivals gaining-3 | +2 | +37% | 1 | low | 20% | $8.8M | 71dQuarterly earnings | — | — | | 8 |
| MSFTMicrosoft | Cloud & data | 58Base 50, adjusted by:Channel momentum+15Moat trend-6Management delivery-2Insider buying-3Near-term catalysts+4 | +3 | +8% | 0 | low | 50% | -$9.3M | 49dInvestor day | $217M | — | | 10 |
| SHOPShopify | Consumer internet | 56Base 50, adjusted by:Channel momentum+10Moat trend+3Management delivery-8Insider buying+6Near-term catalysts+4Rivals gaining-9 | +2 | +26% | 3 | low | 29% | $1.9M | 4dQuarterly earnings | — | — | | 7 |
| ARMArm Holdings | Semis | 55Base 50, adjusted by:Moat trend+3Management delivery+4Near-term catalysts+4Rivals gaining-6 | 0 | -30% | 2 | low | 75% | — | 17dPatent trial date | $19.8M | 10% | | 10 |
| AVGOBroadcom | Semis | 55Base 50, adjusted by:Channel momentum+10Moat trend+3Management delivery-4Near-term catalysts+2Rivals gaining-6 | +2 | +1% | 2 | low | 43% | — | 3dQuarterly earnings | — | — | | 7 |
| RDDTReddit | Consumer internet | 55Base 50, adjusted by:Channel momentum+5Moat trend+3Management delivery+2Insider buying+6Near-term catalysts+4Rivals gaining-12Leadership exits-3 | +1 | +15% | 4 | low | 67% | $13.4M | 31dInvestor day | — | — | | 7 |
| AMZNAmazon | Cloud & data | 54Base 50, adjusted by:Channel momentum+5Insider buying+6Near-term catalysts+6Rivals gaining-6Forensic flags-7 | +1 | -4% | 2 | medium | 60% | $12.2M | 24dQuarterly earnings | $726M | — | | 10 |
| TEMTempus AI | AI software | 53Base 50, adjusted by:Channel momentum+10Management delivery-7Insider buying-3Near-term catalysts+6Rivals gaining-3 | +2 | +28% | 1 | low | 33% | -$9.7M | 22dQuarterly earnings | — | — | | 8 |
| NVDANVIDIA | Semis | 52Base 50, adjusted by:Channel momentum-10Moat trend+3Management delivery+2Insider buying+6Near-term catalysts+4Rivals gaining-3 | -2 | -17% | 1 | low | 67% | $23.8M | 22dIndex rebalance | $6.1M | 17% | | 10 |
| DDOGDatadog | Cloud & data | 48Base 50, adjusted by:Channel momentum-5Moat trend-3Management delivery+2Insider buying+6Near-term catalysts+4Rivals gaining-6 | -1 | +12% | 2 | low | 67% | $7.2M | 8dQuarterly earnings | — | — | | 8 |
| SMCISuper Micro Computer | AI infrastructure | 47Base 50, adjusted by:Channel momentum-5Moat trend+3Management delivery+4Near-term catalysts+4Rivals gaining-9 | -1 | 0% | 3 | low | 75% | — | 11dLockup expiry | $8.2M | 24% | | 8 |
| CRWVCoreWeave | AI infrastructure | 42Base 50, adjusted by:Channel momentum-5Moat trend-6Management delivery+10Near-term catalysts+2Rivals gaining-9 | -1 | -10% | 3 | low | 100% | — | 37dQuarterly earnings | $12.3M | — | | 10 |
| GTLBGitLab | AI software | 42Base 50, adjusted by:Channel momentum-5Management delivery+2Insider buying-3Near-term catalysts+4Rivals gaining-6 | -1 | +16% | 2 | low | 67% | -$12.0M | 22dIndex rebalance | $25.7M | — | | 9 |
| NOWServiceNow | AI software | 42Base 50, adjusted by:Channel momentum+10Moat trend-6Management delivery-11Near-term catalysts+2Rivals gaining-3 | +2 | +30% | 1 | low | 17% | — | 85dQuarterly earnings | — | 20% | | 7 |
| DUOLDuolingo | Consumer internet | 40Base 50, adjusted by:Channel momentum-15Moat trend+6Near-term catalysts+2Rivals gaining-3 | -3 | -28% | 1 | low | 60% | -$3.3M | 37dQuarterly earnings | — | — | | 7 |
| GOOGLAlphabet | Cloud & data | 40Base 50, adjusted by:Channel momentum+10Moat trend+3Management delivery-5Near-term catalysts+4Rivals gaining-9Forensic flags-7Leadership exits-6 | +2 | +3% | 3 | medium | 40% | — | 62dQuarterly earnings | $629M | — | | 9 |
| FIGFigma | AI software | 38Base 50, adjusted by:Channel momentum-5Management delivery-5Near-term catalysts+4Rivals gaining-6 | -1 | — | 2 | low | 40% | — | 5dTech conference keynote | — | — | | 7 |
| SNOWSnowflake | Cloud & data | 38Base 50, adjusted by:Channel momentum-5Moat trend-3Management delivery+4Insider buying-3Near-term catalysts+2Forensic flags-7 | -1 | -5% | 0 | medium | 75% | -$14.7M | 52dQuarterly earnings | — | — | | 8 |
| ANETArista Networks | AI infrastructure | 37Base 50, adjusted by:Channel momentum+5Moat trend+3Management delivery-7Insider buying+6Near-term catalysts+2Rivals gaining-12Forensic flags-7Leadership exits-3 | +1 | +23% | 4 | medium | 33% | $250K | 37dQuarterly earnings | $9.1M | — | | 10 |
| ALABAstera Labs | Semis | 36Base 50, adjusted by:Channel momentum+10Management delivery-11Near-term catalysts+2Rivals gaining-12Leadership exits-3 | +2 | -4% | 4 | low | 17% | — | 29dQuarterly earnings | — | — | | 8 |
| ORCLOracle | AI infrastructure | 36Base 50, adjusted by:Moat trend+3Management delivery-4Insider buying-3Near-term catalysts+2Rivals gaining-12 | 0 | +7% | 4 | low | 43% | -$10.3M | 8dQuarterly earnings | $787M | 27% | | 10 |
| CRDOCredo Technology | Semis | 35Base 50, adjusted by:Channel momentum-15Moat trend+9Management delivery+5Insider buying+6Near-term catalysts+4Rivals gaining-3Forensic flags-18Leadership exits-3 | -3 | -23% | 1 | high | 80% | $12.3M | 13dQuarterly earnings | — | 11% | | 7 |
| NBISNebius Group | AI infrastructure | 35Base 50, adjusted by:Channel momentum-15Moat trend+6Management delivery-7Insider buying+6Near-term catalysts+4Rivals gaining-9 | -3 | 0% | 3 | low | 33% | $28.5M | 67dQuarterly earnings | — | — | | 7 |
| MUMicron Technology | Semis | 34Base 50, adjusted by:Channel momentum+10Moat trend+3Management delivery-7Insider buying+6Near-term catalysts+2Rivals gaining-9Forensic flags-18Leadership exits-3 | +2 | +37% | 3 | high | 33% | $2.0M | 7dQuarterly earnings | — | 23% | | 7 |
| TEAMAtlassian | AI software | 34Base 50, adjusted by:Moat trend-3Management delivery-12Near-term catalysts+2Rivals gaining-3 | 0 | — | 1 | low | 13% | — | 23dQuarterly earnings | $6.1M | — | | 8 |
| APPAppLovin | Consumer internet | 33Base 50, adjusted by:Channel momentum-10Moat trend+3Management delivery+3Insider buying-3Near-term catalysts+2Rivals gaining-12 | -2 | +4% | 4 | low | 71% | -$14.1M | 85dQuarterly earnings | — | — | | 7 |
| PATHUiPath | AI software | 32Base 50, adjusted by:Management delivery+3Insider buying-3Near-term catalysts+6Rivals gaining-6Forensic flags-18 | 0 | -14% | 2 | high | 71% | -$19.4M | 7dLockup expiry | — | — | | 7 |
| RBLXRoblox | Consumer internet | 32Base 50, adjusted by:Channel momentum-5Moat trend+6Management delivery-9Near-term catalysts+2Rivals gaining-6Leadership exits-6 | -1 | +19% | 2 | low | 25% | -$850K | 16dQuarterly earnings | $3.1M | — | | 9 |
| INTCIntel | Semis | 31Base 50, adjusted by:Channel momentum-15Moat trend+6Near-term catalysts+2Rivals gaining-9Leadership exits-3 | -3 | -20% | 3 | low | 60% | -$4.0M | 65dQuarterly earnings | — | — | | 7 |
| NETCloudflare | Cloud & data | 29Base 50, adjusted by:Channel momentum-5Moat trend+6Management delivery-9Insider buying-3Near-term catalysts+2Rivals gaining-12 | -1 | — | 4 | low | 25% | -$9.1M | 26dQuarterly earnings | — | — | | 7 |
| AIC3.ai | AI software | 28Base 50, adjusted by:Channel momentum-15Moat trend+3Management delivery-2Near-term catalysts+4Rivals gaining-9Leadership exits-3 | -3 | +7% | 3 | low | 50% | — | 23dQuarterly earnings | $1.2B | — | | 9 |
| IONQIonQ | Space & defense tech | 28Base 50, adjusted by:Channel momentum-10Moat trend-3Management delivery-1Insider buying-3Near-term catalysts+4Rivals gaining-9 | -2 | -15% | 3 | low | 57% | -$7.7M | 38dInvestor day | $25.4M | 24% | | 9 |
| CRWDCrowdStrike | Security | 26Base 50, adjusted by:Channel momentum+5Moat trend-3Management delivery-4Insider buying+6Near-term catalysts+2Rivals gaining-12Forensic flags-18 | +1 | +2% | 4 | high | 43% | $3.9M | 65dQuarterly earnings | $634M | — | | 9 |
| VRTVertiv | AI infrastructure | 26Base 50, adjusted by:Channel momentum-10Moat trend-6Management delivery-8Insider buying+6Near-term catalysts+6Rivals gaining-6Leadership exits-6 | -2 | — | 2 | low | 29% | $18.0M | 5dInvestor day | $7.9M | 19% | | 8 |
| OKTAOkta | Security | 24Base 50, adjusted by:Channel momentum-5Moat trend-3Management delivery-7Insider buying-3Near-term catalysts+4Rivals gaining-9Leadership exits-3 | -1 | -8% | 3 | low | 33% | -$6.6M | 12dInvestor day | $3.0M | — | | 9 |
| KTOSKratos Defense & Security | Space & defense tech | 17Base 50, adjusted by:Channel momentum-20Moat trend+9Management delivery-5Insider buying+6Near-term catalysts+4Rivals gaining-6Forensic flags-18Leadership exits-3 | -4 | -20% | 2 | high | 40% | $11.8M | 22dQuarterly earnings | $974M | 22% | | 10 |