Take Action — Investments

★ Recommended Buys (Logged Recs — Passing 61% of Gate)

100% passing

≥68% passing

Total ≥61% gate

≥56% gate

PLTR

5/5

333Gated Score#1 / 5,780

63.8% conf

Metric detail — 5/5 pass · gs=333▼

✓RSI-Net EBITDA703.35(need > 248.62)

✓FCF Efficiency0.005(need < 0.05)

✓ROIC-EBITDA QC1255.40(need > 153.57)

✓Avg EPS Growth65.71(need > 37.03)

✓FCF Quality0.004(need < 0.19)

ASND

4/5

268Gated Score#5 / 5,780

64.9% conf

Metric detail — 4/5 pass · gs=268▼

✓RSI-Net EBITDA8312.14(need > 248.62)

✓FCF Efficiency0.000(need < 0.05)

✓ROIC-EBITDA QC398.57(need > 153.57)

✓Avg EPS Growth213.97(need > 37.03)

—FCF QualityN/A(need < 0.19)

ATRC

4/5

282Gated Score#12 / 5,780

40.7% conf

Metric detail — 4/5 pass · gs=282▼

✓RSI-Net EBITDA495.82(need > 248.62)

✓FCF Efficiency0.035(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✓Avg EPS Growth508.25(need > 37.03)

✓FCF Quality0.032(need < 0.19)

WYY

4/5

282Gated Score#13 / 5,780

51.2% conf

Metric detail — 4/5 pass · gs=282▼

✓RSI-Net EBITDA672.46(need > 248.62)

✓FCF Efficiency0.030(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✓Avg EPS Growth427.62(need > 37.03)

✓FCF Quality0.011(need < 0.19)

INNV

4/5

282Gated Score#14 / 5,780

41.6% conf

Metric detail — 4/5 pass · gs=282▼

✓RSI-Net EBITDA447.53(need > 248.62)

✓FCF Efficiency0.026(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✓Avg EPS Growth214.68(need > 37.03)

✓FCF Quality0.014(need < 0.19)

COMP

4/5

282Gated Score#17 / 5,780

50.5% conf

Metric detail — 4/5 pass · gs=282▼

✓RSI-Net EBITDA704.52(need > 248.62)

✓FCF Efficiency0.020(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✓Avg EPS Growth185.50(need > 37.03)

✓FCF Quality0.098(need < 0.19)

4/5

282Gated Score#22 / 5,780

49.0% conf

Metric detail — 4/5 pass · gs=282▼

✓RSI-Net EBITDA855.66(need > 248.62)

✓FCF Efficiency0.022(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✓Avg EPS Growth78.97(need > 37.03)

✓FCF Quality0.009(need < 0.19)

ACCL

4/5

275Gated Score#25 / 5,780

48.4% conf

Metric detail — 4/5 pass · gs=275▼

✓RSI-Net EBITDA1659.56(need > 248.62)

✓FCF Efficiency0.022(need < 0.05)

✓ROIC-EBITDA QC610.28(need > 153.57)

—Avg EPS GrowthN/A(need > 37.03)

✓FCF Quality0.124(need < 0.19)

QXO

4/5

282Gated Score#29 / 5,780

23.7% conf

Metric detail — 4/5 pass · gs=282▼

✓RSI-Net EBITDA281.72(need > 248.62)

✓FCF Efficiency0.016(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✓Avg EPS Growth58.12(need > 37.03)

✓FCF Quality0.018(need < 0.19)

CDNA

4/5

282Gated Score#30 / 5,780

42.1% conf

Metric detail — 4/5 pass · gs=282▼

✓RSI-Net EBITDA1073.63(need > 248.62)

✓FCF Efficiency0.014(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✓Avg EPS Growth40.20(need > 37.03)

✓FCF Quality0.004(need < 0.19)

BLZE

4/5

282Gated Score#31 / 5,780

45.1% conf

Metric detail — 4/5 pass · gs=282▼

✓RSI-Net EBITDA924.42(need > 248.62)

✓FCF Efficiency0.010(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✓Avg EPS Growth48.63(need > 37.03)

✓FCF Quality0.005(need < 0.19)

RGR

4/5

282Gated Score#36 / 5,780

33.7% conf

Metric detail — 4/5 pass · gs=282▼

✓RSI-Net EBITDA668.70(need > 248.62)

✓FCF Efficiency0.046(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✓Avg EPS Growth59.43(need > 37.03)

✓FCF Quality0.030(need < 0.19)

MRCY

4/5

282Gated Score#140 / 5,780

19.5% conf

Metric detail — 4/5 pass · gs=282▼

✓RSI-Net EBITDA301.22(need > 248.62)

✓FCF Efficiency0.028(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✓Avg EPS Growth53.62(need > 37.03)

✓FCF Quality0.040(need < 0.19)

Passing 56% of Gate (Non-recs) (30) ▼

AGYS

3/5

224Gated Score#109 / 5,780

None% conf

Metric detail — 3/5 pass · gs=224▼

✓RSI-Net EBITDA457.95(need > 248.62)

✓FCF Efficiency0.033(need < 0.05)

✗ROIC-EBITDA QC110.05(need > 153.57)

✗Avg EPS Growth35.12(need > 37.03)

✓FCF Quality0.045(need < 0.19)

BAND

3/5

224Gated Score#112 / 5,780

None% conf

Metric detail — 3/5 pass · gs=224▼

✓RSI-Net EBITDA393.07(need > 248.62)

✓FCF Efficiency0.040(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✗Avg EPS Growth25.88(need > 37.03)

✓FCF Quality0.024(need < 0.19)

3/5

224Gated Score#401 / 5,780

None% conf

Metric detail — 3/5 pass · gs=224▼

✓RSI-Net EBITDA391.88(need > 248.62)

✓FCF Efficiency0.009(need < 0.05)

✗ROIC-EBITDA QC10.92(need > 153.57)

✗Avg EPS Growth19.63(need > 37.03)

✓FCF Quality0.013(need < 0.19)

CGNX

3/5

224Gated Score#431 / 5,780

None% conf

Metric detail — 3/5 pass · gs=224▼

✓RSI-Net EBITDA251.65(need > 248.62)

✓FCF Efficiency0.044(need < 0.05)

✗ROIC-EBITDA QC69.10(need > 153.57)

✗Avg EPS Growth31.10(need > 37.03)

✓FCF Quality0.085(need < 0.19)

CPNG

3/5

224Gated Score#424 / 5,780

None% conf

Metric detail — 3/5 pass · gs=224▼

✓RSI-Net EBITDA287.17(need > 248.62)

✓FCF Efficiency0.031(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✗Avg EPS Growth20.70(need > 37.03)

✓FCF Quality0.073(need < 0.19)

ELSE

3/5

224Gated Score#86 / 5,780

None% conf

Metric detail — 3/5 pass · gs=224▼

✓RSI-Net EBITDA2717.05(need > 248.62)

✓FCF Efficiency0.005(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

—Avg EPS GrowthN/A(need > 37.03)

✓FCF Quality0.001(need < 0.19)

GWRE

3/5

224Gated Score#106 / 5,780

None% conf

Metric detail — 3/5 pass · gs=224▼

✓RSI-Net EBITDA367.66(need > 248.62)

✓FCF Efficiency0.039(need < 0.05)

✗ROIC-EBITDA QC7.657(need > 153.57)

✗Avg EPS Growth25.01(need > 37.03)

✓FCF Quality0.043(need < 0.19)

IBTA

3/5

224Gated Score#96 / 5,780

None% conf

Metric detail — 3/5 pass · gs=224▼

✓RSI-Net EBITDA2278.23(need > 248.62)

✓FCF Efficiency0.016(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

—Avg EPS GrowthN/A(need > 37.03)

✓FCF Quality0.002(need < 0.19)

IOT

3/5

224Gated Score#92 / 5,780

None% conf

Metric detail — 3/5 pass · gs=224▼

✓RSI-Net EBITDA802.67(need > 248.62)

✓FCF Efficiency0.008(need < 0.05)

✗ROIC-EBITDA QC74.79(need > 153.57)

✗Avg EPS Growth27.09(need > 37.03)

✓FCF Quality0.005(need < 0.19)

LIF

3/5

224Gated Score#95 / 5,780

None% conf

Metric detail — 3/5 pass · gs=224▼

✓RSI-Net EBITDA975.05(need > 248.62)

✓FCF Efficiency0.011(need < 0.05)

✗ROIC-EBITDA QC46.17(need > 153.57)

—Avg EPS GrowthN/A(need > 37.03)

✓FCF Quality0.003(need < 0.19)

LND

3/5

224Gated Score#118 / 5,780

None% conf

Metric detail — 3/5 pass · gs=224▼

✓RSI-Net EBITDA478.84(need > 248.62)

✓FCF Efficiency0.033(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

—Avg EPS GrowthN/A(need > 37.03)

✓FCF Quality0.172(need < 0.19)

PCOR

3/5

224Gated Score#94 / 5,780

None% conf

Metric detail — 3/5 pass · gs=224▼

✓RSI-Net EBITDA1213.35(need > 248.62)

✓FCF Efficiency0.013(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✗Avg EPS Growth24.62(need > 37.03)

✓FCF Quality0.005(need < 0.19)

PEN

3/5

224Gated Score#105 / 5,780

None% conf

Metric detail — 3/5 pass · gs=224▼

✓RSI-Net EBITDA282.46(need > 248.62)

✓FCF Efficiency0.024(need < 0.05)

✗ROIC-EBITDA QC33.76(need > 153.57)

✗Avg EPS Growth25.70(need > 37.03)

✓FCF Quality0.023(need < 0.19)

3/5

224Gated Score#84 / 5,780

None% conf

Metric detail — 3/5 pass · gs=224▼

✓RSI-Net EBITDA2789.23(need > 248.62)

✓FCF Efficiency0.002(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✗Avg EPS Growth20.65(need > 37.03)

✓FCF Quality0.000(need < 0.19)

POWI

3/5

224Gated Score#115 / 5,780

None% conf

Metric detail — 3/5 pass · gs=224▼

✓RSI-Net EBITDA272.25(need > 248.62)

✓FCF Efficiency0.036(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✗Avg EPS Growth24.93(need > 37.03)

✓FCF Quality0.055(need < 0.19)

PRPO

3/5

224Gated Score#79 / 5,780

None% conf

Metric detail — 3/5 pass · gs=224▼

✓RSI-Net EBITDA9967.18(need > 248.62)

✓FCF Efficiency0.000(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

—Avg EPS GrowthN/A(need > 37.03)

✓FCF Quality0.000(need < 0.19)

RGEN

3/5

224Gated Score#107 / 5,780

None% conf

Metric detail — 3/5 pass · gs=224▼

✓RSI-Net EBITDA279.89(need > 248.62)

✓FCF Efficiency0.025(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✗Avg EPS Growth23.44(need > 37.03)

✓FCF Quality0.043(need < 0.19)

SAIL

3/5

224Gated Score#82 / 5,780

None% conf

Metric detail — 3/5 pass · gs=224▼

✓RSI-Net EBITDA2918.36(need > 248.62)

✓FCF Efficiency0.001(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✗Avg EPS Growth27.42(need > 37.03)

✓FCF Quality0.000(need < 0.19)

SUPN

3/5

224Gated Score#111 / 5,780

None% conf

Metric detail — 3/5 pass · gs=224▼

✓RSI-Net EBITDA284.66(need > 248.62)

✓FCF Efficiency0.033(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✗Avg EPS Growth17.65(need > 37.03)

✓FCF Quality0.045(need < 0.19)

SYNA

3/5

224Gated Score#421 / 5,780

None% conf

Metric detail — 3/5 pass · gs=224▼

✓RSI-Net EBITDA305.59(need > 248.62)

✓FCF Efficiency0.035(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✗Avg EPS Growth21.18(need > 37.03)

✓FCF Quality0.029(need < 0.19)

TACT

3/5

224Gated Score#88 / 5,780

None% conf

Metric detail — 3/5 pass · gs=224▼

✓RSI-Net EBITDA7372.08(need > 248.62)

✓FCF Efficiency0.008(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

—Avg EPS GrowthN/A(need > 37.03)

✓FCF Quality0.000(need < 0.19)

3/5

224Gated Score#85 / 5,780

None% conf

Metric detail — 3/5 pass · gs=224▼

✓RSI-Net EBITDA3716.59(need > 248.62)

✓FCF Efficiency0.004(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✗Avg EPS Growth18.24(need > 37.03)

✓FCF Quality0.000(need < 0.19)

BLLN

3/5

217Gated Score#59 / 5,780

None% conf

Metric detail — 3/5 pass · gs=217▼

✓RSI-Net EBITDA778.95(need > 248.62)

✓FCF Efficiency0.002(need < 0.05)

✗ROIC-EBITDA QC11.25(need > 153.57)

✓Avg EPS Growth254.87(need > 37.03)

—FCF QualityN/A(need < 0.19)

COHU

3/5

217Gated Score#53 / 5,780

None% conf

Metric detail — 3/5 pass · gs=217▼

✓RSI-Net EBITDA16492.50(need > 248.62)

✓FCF Efficiency0.000(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✓Avg EPS Growth259.18(need > 37.03)

—FCF QualityN/A(need < 0.19)

FORM

3/5

217Gated Score#100 / 5,780

None% conf

Metric detail — 3/5 pass · gs=217▼

✓RSI-Net EBITDA309.33(need > 248.62)

✓FCF Efficiency0.002(need < 0.05)

✗ROIC-EBITDA QC113.44(need > 153.57)

✓Avg EPS Growth48.06(need > 37.03)

—FCF QualityN/A(need < 0.19)

IRTC

3/5

217Gated Score#46 / 5,780

None% conf

Metric detail — 3/5 pass · gs=217▼

✓RSI-Net EBITDA4058.44(need > 248.62)

✓FCF Efficiency0.001(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✓Avg EPS Growth6624.14(need > 37.03)

—FCF QualityN/A(need < 0.19)

KLIC

3/5

217Gated Score#70 / 5,780

None% conf

Metric detail — 3/5 pass · gs=217▼

✓RSI-Net EBITDA407.80(need > 248.62)

✓FCF Efficiency0.019(need < 0.05)

✗ROIC-EBITDA QC83.18(need > 153.57)

✓Avg EPS Growth588.64(need > 37.03)

✗FCF Quality0.639(need < 0.19)

3/5

217Gated Score#113 / 5,780

None% conf

Metric detail — 3/5 pass · gs=217▼

✓RSI-Net EBITDA284.57(need > 248.62)

✓FCF Efficiency0.043(need < 0.05)

✗ROIC-EBITDA QC0.482(need > 153.57)

✓Avg EPS Growth48.93(need > 37.03)

—FCF QualityN/A(need < 0.19)

MTA

3/5

217Gated Score#58 / 5,780

None% conf

Metric detail — 3/5 pass · gs=217▼

✓RSI-Net EBITDA1237.61(need > 248.62)

✓FCF Efficiency0.001(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✓Avg EPS Growth229.60(need > 37.03)

—FCF QualityN/A(need < 0.19)

PTRN

3/5

217Gated Score#78 / 5,780

None% conf

Metric detail — 3/5 pass · gs=217▼

✓RSI-Net EBITDA698.16(need > 248.62)

✓FCF Efficiency0.015(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✓Avg EPS Growth83.40(need > 37.03)

—FCF QualityN/A(need < 0.19)

Portfolio Actions

Cash: $11,805 · Target N: 60 · EWV: $136

⛔ SELL (36) · $0 ($0/tkr)▼

SPCX

0/5

gs=0 #5,768 · -25.6%

Metrics — 0/5 pass · gs=0▼

✗RSI-Net EBITDA0.000(need > 248.62)

—FCF EfficiencyN/A(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

—Avg EPS GrowthN/A(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $134 · Adj: −$134 (EXIT)

ASYS

1/5

gs=58 #440 · -25.2%

Metrics — 1/5 pass · gs=58▼

✗RSI-Net EBITDA176.50(need > 248.62)

✗FCF Efficiency0.054(need < 0.05)

✗ROIC-EBITDA QC1.000(need > 153.57)

✓Avg EPS Growth132.55(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $102 · Adj: −$102 (EXIT)

IDR

0/5

gs=0 #4,127 · -21.4%

Metrics — 0/5 pass · gs=0▼

✗RSI-Net EBITDA70.90(need > 248.62)

✗FCF Efficiency0.068(need < 0.05)

✗ROIC-EBITDA QC115.30(need > 153.57)

✗Avg EPS Growth16.34(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $71 · Adj: −$71 (EXIT)

RMBS

1/5

gs=51 #1,205 · -10.9%

Metrics — 1/5 pass · gs=51▼

✗RSI-Net EBITDA153.50(need > 248.62)

✗FCF Efficiency0.073(need < 0.05)

✓ROIC-EBITDA QC256.50(need > 153.57)

✗Avg EPS Growth23.22(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $88 · Adj: −$88 (EXIT)

VST

1/5

gs=58 #442 · -9.0%

Metrics — 1/5 pass · gs=58▼

✗RSI-Net EBITDA109.10(need > 248.62)

✗FCF Efficiency0.118(need < 0.05)

✗ROIC-EBITDA QC0.300(need > 153.57)

✓Avg EPS Growth142.79(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $130 · Adj: −$130 (EXIT)

CRS

1/5

gs=83 #408 · -5.2%

Metrics — 1/5 pass · gs=83▼

✗RSI-Net EBITDA205.30(need > 248.62)

✓FCF Efficiency0.027(need < 0.05)

✗ROIC-EBITDA QC15.80(need > 153.57)

✗Avg EPS Growth29.34(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $227 · Adj: −$227 (EXIT)

IDCC

0/5

gs=0 #4,338 · -1.2%

Metrics — 0/5 pass · gs=0▼

✗RSI-Net EBITDA49.70(need > 248.62)

✗FCF Efficiency0.549(need < 0.05)

✗ROIC-EBITDA QC8.600(need > 153.57)

✗Avg EPS Growth-3.840(need > 37.03)

✗FCF Quality3.000(need < 0.19)

Curr: $83 · Adj: −$83 (EXIT)

APP

1/5

gs=58 #1,511 · 7.5%

Metrics — 1/5 pass · gs=58▼

✗RSI-Net EBITDA168.70(need > 248.62)

✗FCF Efficiency0.066(need < 0.05)

✗ROIC-EBITDA QC14.60(need > 153.57)

✓Avg EPS Growth47.45(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $98 · Adj: −$98 (EXIT)

0/5

gs=0 #4,936 · 7.7%

Metrics — 0/5 pass · gs=0▼

✗RSI-Net EBITDA131.40(need > 248.62)

✗FCF Efficiency0.105(need < 0.05)

✗ROIC-EBITDA QC9.000(need > 153.57)

✗Avg EPS Growth14.43(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $142 · Adj: −$142 (EXIT)

ITRN

0/5

gs=0 #4,393 · 8.0%

Metrics — 0/5 pass · gs=0▼

✗RSI-Net EBITDA36.70(need > 248.62)

✗FCF Efficiency0.589(need < 0.05)

✗ROIC-EBITDA QC95.30(need > 153.57)

✗Avg EPS Growth14.37(need > 37.03)

✗FCF Quality5.000(need < 0.19)

Curr: $118 · Adj: −$118 (EXIT)

UTHR

0/5

gs=0 #4,347 · 10.4%

Metrics — 0/5 pass · gs=0▼

✗RSI-Net EBITDA64.20(need > 248.62)

✗FCF Efficiency0.327(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✗Avg EPS Growth10.45(need > 37.03)

✗FCF Quality3.000(need < 0.19)

Curr: $112 · Adj: −$112 (EXIT)

APH

0/5

gs=0 #1,700 · 17.0%

Metrics — 0/5 pass · gs=0▼

✗RSI-Net EBITDA131.00(need > 248.62)

✗FCF Efficiency0.087(need < 0.05)

✗ROIC-EBITDA QC2.100(need > 153.57)

✗Avg EPS Growth28.63(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $126 · Adj: −$126 (EXIT)

NXT

1/5

gs=51 #1,218 · 17.7%

Metrics — 1/5 pass · gs=51▼

✗RSI-Net EBITDA93.10(need > 248.62)

✗FCF Efficiency0.140(need < 0.05)

✓ROIC-EBITDA QC215.10(need > 153.57)

✗Avg EPS Growth13.39(need > 37.03)

✗FCF Quality1.000(need < 0.19)

Curr: $58 · Adj: −$58 (EXIT)

MCK

0/5

gs=0 #4,691 · 18.6%

Metrics — 0/5 pass · gs=0▼

✗RSI-Net EBITDA83.10(need > 248.62)

✗FCF Efficiency0.406(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✗Avg EPS Growth13.59(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $127 · Adj: −$127 (EXIT)

AMZN

1/5

gs=83 #810 · 19.7%

Metrics — 1/5 pass · gs=83▼

✗RSI-Net EBITDA86.00(need > 248.62)

✓FCF Efficiency0.017(need < 0.05)

✗ROIC-EBITDA QC2.700(need > 153.57)

✗Avg EPS Growth19.76(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $127 · Adj: −$127 (EXIT)

0/5

gs=0 #5,137 · 22.8%

Metrics — 0/5 pass · gs=0▼

✗RSI-Net EBITDA82.10(need > 248.62)

✗FCF Efficiency0.115(need < 0.05)

✗ROIC-EBITDA QC0.100(need > 153.57)

✗Avg EPS Growth12.16(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $153 · Adj: −$153 (EXIT)

WTS

0/5

gs=0 #5,007 · 25.8%

Metrics — 0/5 pass · gs=0▼

✗RSI-Net EBITDA110.30(need > 248.62)

✗FCF Efficiency0.146(need < 0.05)

✗ROIC-EBITDA QC25.60(need > 153.57)

✗Avg EPS Growth11.21(need > 37.03)

✗FCF Quality1.000(need < 0.19)

Curr: $142 · Adj: −$142 (EXIT)

ASML

1/5

gs=83 #43 · 26.3%

Metrics — 1/5 pass · gs=83▼

✗RSI-Net EBITDA236.30(need > 248.62)

✓FCF Efficiency0.034(need < 0.05)

✗ROIC-EBITDA QC145.00(need > 153.57)

✗Avg EPS Growth31.08(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $264 · Adj: −$264 (EXIT)

LLY

1/5

gs=83 #812 · 29.5%

Metrics — 1/5 pass · gs=83▼

✗RSI-Net EBITDA181.60(need > 248.62)

✓FCF Efficiency0.017(need < 0.05)

✗ROIC-EBITDA QC7.500(need > 153.57)

✗Avg EPS Growth34.22(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $163 · Adj: −$163 (EXIT)

VIK

0/5

gs=0 #4,444 · 35.4%

Metrics — 0/5 pass · gs=0▼

✗RSI-Net EBITDA139.50(need > 248.62)

✗FCF Efficiency0.137(need < 0.05)

✗ROIC-EBITDA QC0.600(need > 153.57)

✗Avg EPS Growth28.20(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $131 · Adj: −$131 (EXIT)

MNST

0/5

gs=0 #1,701 · 35.4%

Metrics — 0/5 pass · gs=0▼

✗RSI-Net EBITDA222.90(need > 248.62)

✗FCF Efficiency0.060(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✗Avg EPS Growth12.29(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $128 · Adj: −$128 (EXIT)

MLI

1/5

gs=51 #1,220 · 38.9%

Metrics — 1/5 pass · gs=51▼

✗RSI-Net EBITDA35.80(need > 248.62)

✗FCF Efficiency0.495(need < 0.05)

✓ROIC-EBITDA QC178.30(need > 153.57)

✗Avg EPS Growth11.82(need > 37.03)

✗FCF Quality5.000(need < 0.19)

Curr: $118 · Adj: −$118 (EXIT)

MPTI

0/5

gs=0 #5,348 · 40.7%

Metrics — 0/5 pass · gs=0▼

✗RSI-Net EBITDA123.30(need > 248.62)

✗FCF Efficiency0.079(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✗Avg EPS Growth10.33(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $94 · Adj: −$94 (EXIT)

EME

0/5

gs=0 #4,760 · 41.5%

Metrics — 0/5 pass · gs=0▼

✗RSI-Net EBITDA78.70(need > 248.62)

✗FCF Efficiency0.184(need < 0.05)

✗ROIC-EBITDA QC36.90(need > 153.57)

✗Avg EPS Growth12.71(need > 37.03)

✗FCF Quality1.000(need < 0.19)

Curr: $85 · Adj: −$85 (EXIT)

BLBD

0/5

gs=0 #4,510 · 43.7%

Metrics — 0/5 pass · gs=0▼

✗RSI-Net EBITDA66.70(need > 248.62)

✗FCF Efficiency0.535(need < 0.05)

✗ROIC-EBITDA QC10.30(need > 153.57)

✗Avg EPS Growth9.550(need > 37.03)

✗FCF Quality3.000(need < 0.19)

Curr: $159 · Adj: −$159 (EXIT)

PWR

1/5

gs=83 #427 · 47.3%

Metrics — 1/5 pass · gs=83▼

✗RSI-Net EBITDA159.50(need > 248.62)

✓FCF Efficiency0.043(need < 0.05)

✗ROIC-EBITDA QC2.700(need > 153.57)

✗Avg EPS Growth23.16(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $87 · Adj: −$87 (EXIT)

SCCO

0/5

gs=0 #4,389 · 53.7%

Metrics — 0/5 pass · gs=0▼

✗RSI-Net EBITDA81.50(need > 248.62)

✗FCF Efficiency0.139(need < 0.05)

✗ROIC-EBITDA QC5.400(need > 153.57)

✗Avg EPS Growth16.59(need > 37.03)

✗FCF Quality1.000(need < 0.19)

Curr: $100 · Adj: −$100 (EXIT)

IESC

0/5

gs=0 #4,522 · 58.8%

Metrics — 0/5 pass · gs=0▼

✗RSI-Net EBITDA106.80(need > 248.62)

✗FCF Efficiency0.069(need < 0.05)

✗ROIC-EBITDA QC74.70(need > 153.57)

✗Avg EPS Growth26.74(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $84 · Adj: −$84 (EXIT)

AGX

1/5

gs=51 #1,175 · 65.3%

Metrics — 1/5 pass · gs=51▼

✗RSI-Net EBITDA199.60(need > 248.62)

✗FCF Efficiency0.094(need < 0.05)

✓ROIC-EBITDA QC792.50(need > 153.57)

✗Avg EPS Growth26.55(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $72 · Adj: −$72 (EXIT)

HWM

1/5

gs=83 #407 · 73.4%

Metrics — 1/5 pass · gs=83▼

✗RSI-Net EBITDA223.60(need > 248.62)

✓FCF Efficiency0.031(need < 0.05)

✗ROIC-EBITDA QC7.600(need > 153.57)

✗Avg EPS Growth25.88(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $130 · Adj: −$130 (EXIT)

POWL

0/5

gs=0 #1,686 · 76.3%

Metrics — 0/5 pass · gs=0▼

✗RSI-Net EBITDA118.00(need > 248.62)

✗FCF Efficiency0.054(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✗Avg EPS Growth15.84(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $98 · Adj: −$98 (EXIT)

GOOG

0/5

gs=0 #4,432 · 88.6%

Metrics — 0/5 pass · gs=0▼

✗RSI-Net EBITDA121.90(need > 248.62)

✗FCF Efficiency0.065(need < 0.05)

✗ROIC-EBITDA QC31.40(need > 153.57)

✗Avg EPS Growth17.38(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $134 · Adj: −$134 (EXIT)

ENVA

0/5

gs=0 #5,248 · 94.7%

Metrics — 0/5 pass · gs=0▼

✗RSI-Net EBITDA90.30(need > 248.62)

✗FCF Efficiency2.359(need < 0.05)

✗ROIC-EBITDA QC-0.100(need > 153.57)

✗Avg EPS Growth25.09(need > 37.03)

✗FCF Quality5.000(need < 0.19)

Curr: $196 · Adj: −$196 (EXIT)

CAT

0/5

gs=0 #1,632 · 109.9%

Metrics — 0/5 pass · gs=0▼

✗RSI-Net EBITDA164.30(need > 248.62)

✗FCF Efficiency0.051(need < 0.05)

✗ROIC-EBITDA QC2.300(need > 153.57)

✗Avg EPS Growth25.84(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $98 · Adj: −$98 (EXIT)

SEZL

0/5

gs=0 #4,281 · 136.8%

Metrics — 0/5 pass · gs=0▼

✗RSI-Net EBITDA210.30(need > 248.62)

✗FCF Efficiency0.112(need < 0.05)

✗ROIC-EBITDA QC16.60(need > 153.57)

✗Avg EPS Growth32.51(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $89 · Adj: −$89 (EXIT)

FIX

1/5

gs=83 #1,674 · 145.5%

Metrics — 1/5 pass · gs=83▼

✗RSI-Net EBITDA158.20(need > 248.62)

✓FCF Efficiency0.047(need < 0.05)

✗ROIC-EBITDA QC97.30(need > 153.57)

✗Avg EPS Growth36.19(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $104 · Adj: −$104 (EXIT)

↓ TRIM (20) · $1,791 ($90/tkr)▼

LGND

2/5

gs=159 #102 · 13.8%

Metrics — 2/5 pass · gs=159▼

✓RSI-Net EBITDA314.60(need > 248.62)

✓FCF Efficiency0.014(need < 0.05)

✗ROIC-EBITDA QC8.200(need > 153.57)

✗Avg EPS Growth17.74(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $205 · Adj: −$115

WRBY

2/5

gs=159 #104 · 3.9%

Metrics — 2/5 pass · gs=159▼

✓RSI-Net EBITDA405.30(need > 248.62)

✓FCF Efficiency0.018(need < 0.05)

✗ROIC-EBITDA QC-1.300(need > 153.57)

✗Avg EPS Growth32.14(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $120 · Adj: −$31

2/5

gs=159 #114 · -5.9%

Metrics — 2/5 pass · gs=159▼

✓RSI-Net EBITDA428.20(need > 248.62)

✓FCF Efficiency0.030(need < 0.05)

✗ROIC-EBITDA QC61.50(need > 153.57)

✗Avg EPS Growth20.65(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $98 · Adj: −$9

FTNT

2/5

gs=159 #116 · 106.2%

Metrics — 2/5 pass · gs=159▼

✓RSI-Net EBITDA284.20(need > 248.62)

✓FCF Efficiency0.040(need < 0.05)

✗ROIC-EBITDA QC123.40(need > 153.57)

✗Avg EPS Growth11.35(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $137 · Adj: −$47

TWLO

2/5

gs=159 #117 · 75.6%

Metrics — 2/5 pass · gs=159▼

✓RSI-Net EBITDA427.60(need > 248.62)

✓FCF Efficiency0.042(need < 0.05)

✗ROIC-EBITDA QC-1.300(need > 153.57)

✗Avg EPS Growth16.51(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $112 · Adj: −$23

GSAT

2/5

gs=134 #125 · -4.1%

Metrics — 2/5 pass · gs=134▼

✓RSI-Net EBITDA442.30(need > 248.62)

✗FCF Efficiency0.051(need < 0.05)

✗ROIC-EBITDA QC-1.300(need > 153.57)

✓Avg EPS Growth121.26(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $150 · Adj: −$60

AMSC

2/5

gs=134 #131 · -31.4%

Metrics — 2/5 pass · gs=134▼

✗RSI-Net EBITDA230.10(need > 248.62)

✓FCF Efficiency0.017(need < 0.05)

✓ROIC-EBITDA QC1353.80(need > 153.57)

✗Avg EPS Growth-19.67(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $141 · Adj: −$52

ARGX

2/5

gs=134 #132 · 8.2%

Metrics — 2/5 pass · gs=134▼

✗RSI-Net EBITDA244.00(need > 248.62)

✓FCF Efficiency0.021(need < 0.05)

✓ROIC-EBITDA QC783.20(need > 153.57)

✗Avg EPS Growth34.17(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $207 · Adj: −$117

COCO

2/5

gs=134 #134 · 104.9%

Metrics — 2/5 pass · gs=134▼

✗RSI-Net EBITDA183.30(need > 248.62)

✓FCF Efficiency0.024(need < 0.05)

✓ROIC-EBITDA QC199.90(need > 153.57)

✗Avg EPS Growth27.50(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $127 · Adj: −$37

AVGO

2/5

gs=141 #136 · -11.8%

Metrics — 2/5 pass · gs=141▼

✗RSI-Net EBITDA247.90(need > 248.62)

✓FCF Efficiency0.030(need < 0.05)

✗ROIC-EBITDA QC10.90(need > 153.57)

✓Avg EPS Growth64.57(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $124 · Adj: −$35

MOD

2/5

gs=141 #142 · 46.0%

Metrics — 2/5 pass · gs=141▼

✗RSI-Net EBITDA131.60(need > 248.62)

✓FCF Efficiency0.027(need < 0.05)

✗ROIC-EBITDA QC2.300(need > 153.57)

✓Avg EPS Growth49.54(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $90 · Adj: at target

CLS

2/5

gs=141 #144 · -34.6%

Metrics — 2/5 pass · gs=141▼

✗RSI-Net EBITDA155.20(need > 248.62)

✓FCF Efficiency0.035(need < 0.05)

✗ROIC-EBITDA QC20.60(need > 153.57)

✓Avg EPS Growth54.30(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $87 · Adj: at target

NVDA

2/5

gs=109 #146 · 21.5%

Metrics — 2/5 pass · gs=109▼

✗RSI-Net EBITDA171.70(need > 248.62)

✗FCF Efficiency0.062(need < 0.05)

✓ROIC-EBITDA QC321.30(need > 153.57)

✓Avg EPS Growth58.95(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $143 · Adj: −$53

2/5

gs=141 #326 · 125.5%

Metrics — 2/5 pass · gs=141▼

✗RSI-Net EBITDA77.70(need > 248.62)

✓FCF Efficiency0.009(need < 0.05)

✗ROIC-EBITDA QC108.80(need > 153.57)

✓Avg EPS Growth353.99(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $82 · Adj: +$7

TPL

2/5

gs=134 #364 · -13.7%

Metrics — 2/5 pass · gs=134▼

✗RSI-Net EBITDA200.20(need > 248.62)

✓FCF Efficiency0.003(need < 0.05)

✓ROIC-EBITDA QC1164.90(need > 153.57)

✗Avg EPS Growth18.15(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $130 · Adj: −$40

KLAC

2/5

gs=159 #404 · 86.0%

Metrics — 2/5 pass · gs=159▼

✓RSI-Net EBITDA254.40(need > 248.62)

✓FCF Efficiency0.024(need < 0.05)

✗ROIC-EBITDA QC18.40(need > 153.57)

✗Avg EPS Growth25.15(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $96 · Adj: −$6

AMAT

2/5

gs=159 #406 · 50.3%

Metrics — 2/5 pass · gs=159▼

✓RSI-Net EBITDA277.40(need > 248.62)

✓FCF Efficiency0.023(need < 0.05)

✗ROIC-EBITDA QC45.80(need > 153.57)

✗Avg EPS Growth33.04(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $93 · Adj: at target

ANET

2/5

gs=159 #422 · 25.4%

Metrics — 2/5 pass · gs=159▼

✓RSI-Net EBITDA329.10(need > 248.62)

✓FCF Efficiency0.034(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✗Avg EPS Growth22.11(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $116 · Adj: −$26

CCJ

2/5

gs=159 #434 · -30.6%

Metrics — 2/5 pass · gs=159▼

✓RSI-Net EBITDA255.70(need > 248.62)

✓FCF Efficiency0.038(need < 0.05)

✗ROIC-EBITDA QC31.80(need > 153.57)

✗Avg EPS Growth35.67(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $110 · Adj: −$21

STRL

2/5

gs=141 #451 · 84.9%

Metrics — 2/5 pass · gs=141▼

✗RSI-Net EBITDA141.20(need > 248.62)

✓FCF Efficiency0.049(need < 0.05)

✗ROIC-EBITDA QC24.70(need > 153.57)

✓Avg EPS Growth46.49(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $98 · Adj: −$9

★ ADD MORE (4) · $890 ($223/tkr)▼

ALAB

4/5

gs=268 #2 · 17.1%

Metrics — 4/5 pass · gs=268▼

✓RSI-Net EBITDA1642.10(need > 248.62)

✓FCF Efficiency0.001(need < 0.05)

✓ROIC-EBITDA QC1706.00(need > 153.57)

✓Avg EPS Growth52.87(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $363 · Adj: −$140

VICR

4/5

gs=268 #3 · -14.5%

Metrics — 4/5 pass · gs=268▼

✓RSI-Net EBITDA689.50(need > 248.62)

✓FCF Efficiency0.006(need < 0.05)

✓ROIC-EBITDA QC2787.00(need > 153.57)

✓Avg EPS Growth52.30(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $512 · Adj: −$289

CRDO

4/5

gs=268 #4 · -6.6%

Metrics — 4/5 pass · gs=268▼

✓RSI-Net EBITDA503.80(need > 248.62)

✓FCF Efficiency0.009(need < 0.05)

✓ROIC-EBITDA QC2061.10(need > 153.57)

✓Avg EPS Growth55.72(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $466 · Adj: −$244

RDDT

4/5

gs=268 #42 · -3.1%

Metrics — 4/5 pass · gs=268▼

✓RSI-Net EBITDA327.50(need > 248.62)

✓FCF Efficiency0.033(need < 0.05)

✓ROIC-EBITDA QC1111.60(need > 153.57)

✓Avg EPS Growth56.11(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $360 · Adj: −$138

↑ BUY NEW (13) · $1,785 ($178/tkr)▼

PLTR

5/5

gs=333 #1 · —

Metrics — 5/5 pass · gs=333▼

✓RSI-Net EBITDA703.35(need > 248.62)

✓FCF Efficiency0.005(need < 0.05)

✓ROIC-EBITDA QC1255.40(need > 153.57)

✓Avg EPS Growth65.71(need > 37.03)

✓FCF Quality0.004(need < 0.19)

Buy: $210

ASND

4/5

gs=268 #5 · —

Metrics — 4/5 pass · gs=268▼

✓RSI-Net EBITDA8312.14(need > 248.62)

✓FCF Efficiency0.000(need < 0.05)

✓ROIC-EBITDA QC398.57(need > 153.57)

✓Avg EPS Growth213.97(need > 37.03)

—FCF QualityN/A(need < 0.19)

Buy: $175

ATRC

4/5

gs=282 #12 · —

Metrics — 4/5 pass · gs=282▼

✓RSI-Net EBITDA495.82(need > 248.62)

✓FCF Efficiency0.035(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✓Avg EPS Growth508.25(need > 37.03)

✓FCF Quality0.032(need < 0.19)

Buy: $175

WYY

4/5

gs=282 #13 · —

Metrics — 4/5 pass · gs=282▼

✓RSI-Net EBITDA672.46(need > 248.62)

✓FCF Efficiency0.030(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✓Avg EPS Growth427.62(need > 37.03)

✓FCF Quality0.011(need < 0.19)

Buy: $175

INNV

4/5

gs=282 #14 · —

Metrics — 4/5 pass · gs=282▼

✓RSI-Net EBITDA447.53(need > 248.62)

✓FCF Efficiency0.026(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✓Avg EPS Growth214.68(need > 37.03)

✓FCF Quality0.014(need < 0.19)

Buy: $175

COMP

4/5

gs=282 #17 · —

Metrics — 4/5 pass · gs=282▼

✓RSI-Net EBITDA704.52(need > 248.62)

✓FCF Efficiency0.020(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✓Avg EPS Growth185.50(need > 37.03)

✓FCF Quality0.098(need < 0.19)

Buy: $175

4/5

gs=282 #22 · —

Metrics — 4/5 pass · gs=282▼

✓RSI-Net EBITDA855.66(need > 248.62)

✓FCF Efficiency0.022(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✓Avg EPS Growth78.97(need > 37.03)

✓FCF Quality0.009(need < 0.19)

Buy: $175

ACCL

4/5

gs=275 #25 · —

Metrics — 4/5 pass · gs=275▼

✓RSI-Net EBITDA1659.56(need > 248.62)

✓FCF Efficiency0.022(need < 0.05)

✓ROIC-EBITDA QC610.28(need > 153.57)

—Avg EPS GrowthN/A(need > 37.03)

✓FCF Quality0.124(need < 0.19)

Buy: $175

QXO

4/5

gs=282 #29 · —

Metrics — 4/5 pass · gs=282▼

✓RSI-Net EBITDA281.72(need > 248.62)

✓FCF Efficiency0.016(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✓Avg EPS Growth58.12(need > 37.03)

✓FCF Quality0.018(need < 0.19)

Buy: $175

CDNA

4/5

gs=282 #30 · —

Metrics — 4/5 pass · gs=282▼

✓RSI-Net EBITDA1073.63(need > 248.62)

✓FCF Efficiency0.014(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✓Avg EPS Growth40.20(need > 37.03)

✓FCF Quality0.004(need < 0.19)

Buy: $175

BLZE

4/5

gs=282 #31 · —

Metrics — 4/5 pass · gs=282▼

✓RSI-Net EBITDA924.42(need > 248.62)

✓FCF Efficiency0.010(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✓Avg EPS Growth48.63(need > 37.03)

✓FCF Quality0.005(need < 0.19)

RGR

4/5

gs=282 #36 · —

Metrics — 4/5 pass · gs=282▼

✓RSI-Net EBITDA668.70(need > 248.62)

✓FCF Efficiency0.046(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✓Avg EPS Growth59.43(need > 37.03)

✓FCF Quality0.030(need < 0.19)

MRCY

4/5

gs=282 #140 · —

Metrics — 4/5 pass · gs=282▼

✓RSI-Net EBITDA301.22(need > 248.62)

✓FCF Efficiency0.028(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✓Avg EPS Growth53.62(need > 37.03)

✓FCF Quality0.040(need < 0.19)

◯ HOLD (26) · $2,987 ($115/tkr)▼

ETON

3/5

gs=217 #10 · 52.8%

Metrics — 3/5 pass · gs=217▼

✓RSI-Net EBITDA968.60(need > 248.62)

✓FCF Efficiency0.006(need < 0.05)

✗ROIC-EBITDA QC-5.500(need > 153.57)

✓Avg EPS Growth123.61(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $182 · Adj: −$67

AMD

3/5

gs=217 #18 · 65.3%

Metrics — 3/5 pass · gs=217▼

✓RSI-Net EBITDA697.30(need > 248.62)

✓FCF Efficiency0.006(need < 0.05)

✗ROIC-EBITDA QC133.70(need > 153.57)

✓Avg EPS Growth73.75(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $143 · Adj: −$28

GEV

3/5

gs=210 #19 · 27.1%

Metrics — 3/5 pass · gs=210▼

✓RSI-Net EBITDA509.20(need > 248.62)

✓FCF Efficiency0.013(need < 0.05)

✓ROIC-EBITDA QC248.30(need > 153.57)

✗Avg EPS Growth25.21(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $130 · Adj: −$15

MPWR

3/5

gs=210 #20 · 46.1%

Metrics — 3/5 pass · gs=210▼

✓RSI-Net EBITDA340.70(need > 248.62)

✓FCF Efficiency0.013(need < 0.05)

✓ROIC-EBITDA QC1287.80(need > 153.57)

✗Avg EPS Growth28.72(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $102 · Adj: +$13

LSCC

3/5

gs=217 #24 · 5.6%

Metrics — 3/5 pass · gs=217▼

✓RSI-Net EBITDA1157.70(need > 248.62)

✓FCF Efficiency0.002(need < 0.05)

✗ROIC-EBITDA QC104.30(need > 153.57)

✓Avg EPS Growth49.53(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $121 · Adj: −$7

ALGM

3/5

gs=217 #26 · -30.6%

Metrics — 3/5 pass · gs=217▼

✓RSI-Net EBITDA530.30(need > 248.62)

✓FCF Efficiency0.012(need < 0.05)

✗ROIC-EBITDA QC-7.000(need > 153.57)

✓Avg EPS Growth63.00(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $139 · Adj: −$25

BWAY

3/5

gs=217 #32 · 9.3%

Metrics — 3/5 pass · gs=217▼

✓RSI-Net EBITDA381.20(need > 248.62)

✓FCF Efficiency0.036(need < 0.05)

✗ROIC-EBITDA QC78.80(need > 153.57)

✓Avg EPS Growth64.61(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $164 · Adj: −$49

WELL

3/5

gs=217 #33 · 13.3%

Metrics — 3/5 pass · gs=217▼

✓RSI-Net EBITDA388.40(need > 248.62)

✓FCF Efficiency0.027(need < 0.05)

✗ROIC-EBITDA QC1.000(need > 153.57)

✓Avg EPS Growth54.43(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $243 · Adj: −$128

SMTC

3/5

gs=217 #35 · -20.5%

Metrics — 3/5 pass · gs=217▼

✓RSI-Net EBITDA358.50(need > 248.62)

✓FCF Efficiency0.016(need < 0.05)

✗ROIC-EBITDA QC-3.800(need > 153.57)

✓Avg EPS Growth51.06(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $112 · Adj: at target

MTSI

3/5

gs=217 #37 · -0.2%

Metrics — 3/5 pass · gs=217▼

✓RSI-Net EBITDA376.70(need > 248.62)

✓FCF Efficiency0.007(need < 0.05)

✗ROIC-EBITDA QC29.70(need > 153.57)

✓Avg EPS Growth37.86(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $120 · Adj: at target

RSI

3/5

gs=217 #38 · 1.8%

Metrics — 3/5 pass · gs=217▼

✓RSI-Net EBITDA336.20(need > 248.62)

✓FCF Efficiency0.035(need < 0.05)

✗ROIC-EBITDA QC95.40(need > 153.57)

✓Avg EPS Growth45.90(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $214 · Adj: −$99

KNSA

3/5

gs=185 #40 · 15.6%

Metrics — 3/5 pass · gs=185▼

✓RSI-Net EBITDA282.70(need > 248.62)

✗FCF Efficiency0.060(need < 0.05)

✓ROIC-EBITDA QC456.90(need > 153.57)

✓Avg EPS Growth56.76(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $236 · Adj: −$121

TER

3/5

gs=192 #41 · 12.9%

Metrics — 3/5 pass · gs=192▼

✗RSI-Net EBITDA212.80(need > 248.62)

✓FCF Efficiency0.016(need < 0.05)

✓ROIC-EBITDA QC396.30(need > 153.57)

✓Avg EPS Growth58.76(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $148 · Adj: −$33

TVTX

3/5

gs=217 #48 · 11.1%

Metrics — 3/5 pass · gs=217▼

✓RSI-Net EBITDA2008.40(need > 248.62)

✓FCF Efficiency-0.001(need < 0.05)

✗ROIC-EBITDA QC-11.10(need > 153.57)

✓Avg EPS Growth656.07(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $144 · Adj: −$30

3/5

gs=217 #66 · -27.5%

Metrics — 3/5 pass · gs=217▼

✓RSI-Net EBITDA1185.00(need > 248.62)

✓FCF Efficiency0.000(need < 0.05)

✗ROIC-EBITDA QC-0.200(need > 153.57)

✓Avg EPS Growth134.63(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $122 · Adj: −$7

CIEN

3/5

gs=217 #128 · -24.9%

Metrics — 3/5 pass · gs=217▼

✓RSI-Net EBITDA398.50(need > 248.62)

✓FCF Efficiency0.012(need < 0.05)

✗ROIC-EBITDA QC13.10(need > 153.57)

✓Avg EPS Growth90.22(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $191 · Adj: −$76

WDC

3/5

gs=192 #129 · -7.1%

Metrics — 3/5 pass · gs=192▼

✗RSI-Net EBITDA247.00(need > 248.62)

✓FCF Efficiency0.013(need < 0.05)

✓ROIC-EBITDA QC174.10(need > 153.57)

✓Avg EPS Growth87.89(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $170 · Adj: −$55

VECO

3/5

gs=217 #135 · -14.9%

Metrics — 3/5 pass · gs=217▼

✓RSI-Net EBITDA298.10(need > 248.62)

✓FCF Efficiency0.022(need < 0.05)

✗ROIC-EBITDA QC1.400(need > 153.57)

✓Avg EPS Growth63.71(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $94 · Adj: +$21

MAMA

3/5

gs=217 #137 · 21.8%

Metrics — 3/5 pass · gs=217▼

✓RSI-Net EBITDA283.30(need > 248.62)

✓FCF Efficiency0.024(need < 0.05)

✗ROIC-EBITDA QC13.10(need > 153.57)

✓Avg EPS Growth59.94(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $119 · Adj: at target

MRVL

3/5

gs=217 #138 · -2.4%

Metrics — 3/5 pass · gs=217▼

✓RSI-Net EBITDA347.90(need > 248.62)

✓FCF Efficiency0.009(need < 0.05)

✗ROIC-EBITDA QC24.00(need > 153.57)

✓Avg EPS Growth47.37(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $118 · Adj: at target

VRT

3/5

gs=217 #141 · 8.4%

Metrics — 3/5 pass · gs=217▼

✓RSI-Net EBITDA258.40(need > 248.62)

✓FCF Efficiency0.030(need < 0.05)

✗ROIC-EBITDA QC12.60(need > 153.57)

✓Avg EPS Growth43.09(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $114 · Adj: at target

LRCX

3/5

gs=217 #143 · 31.1%

Metrics — 3/5 pass · gs=217▼

✓RSI-Net EBITDA271.60(need > 248.62)

✓FCF Efficiency0.022(need < 0.05)

✗ROIC-EBITDA QC71.70(need > 153.57)

✓Avg EPS Growth38.11(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $117 · Adj: at target

ONTO

3/5

gs=217 #145 · 2.9%

Metrics — 3/5 pass · gs=217▼

✓RSI-Net EBITDA301.20(need > 248.62)

✓FCF Efficiency0.033(need < 0.05)

—ROIC-EBITDA QCN/A(need > 153.57)

✓Avg EPS Growth38.66(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $100 · Adj: +$15

INOD

3/5

gs=192 #147 · 15.8%

Metrics — 3/5 pass · gs=192▼

✗RSI-Net EBITDA138.60(need > 248.62)

✓FCF Efficiency0.042(need < 0.05)

✓ROIC-EBITDA QC346.70(need > 153.57)

✓Avg EPS Growth38.72(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $177 · Adj: −$62

STX

3/5

gs=217 #373 · 90.2%

Metrics — 3/5 pass · gs=217▼

✓RSI-Net EBITDA299.10(need > 248.62)

✓FCF Efficiency0.007(need < 0.05)

✗ROIC-EBITDA QC7.300(need > 153.57)

✓Avg EPS Growth82.85(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $110 · Adj: at target

DASH

3/5

gs=217 #449 · -8.3%

Metrics — 3/5 pass · gs=217▼

✓RSI-Net EBITDA295.10(need > 248.62)

✓FCF Efficiency0.047(need < 0.05)

✗ROIC-EBITDA QC6.900(need > 153.57)

✓Avg EPS Growth48.17(need > 37.03)

—FCF QualityN/A(need < 0.19)

Curr: $186 · Adj: −$71

Deploy Capital

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17 candidates total — Add More (existing positions) + Buy New.

By Gated Score Equal weight

Spread across: 6/6 only