| # | Ticker | Company / AI Pillar | Quant Score | Price | 1D % | 1W % | 1M % | 3M % | vs SMA200 | RSI(14) | Pillar Stage | AI Value-Chain Thesis & Rationale |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SNOW | SNOW 🧠 Enterprise Software & Inference |
96.5 | $357.76 | -0.7% | +6.5% | +7.6% | +31.6% | +53.9% | 61.1 | LEADING | clean breakout · mom +63.0% · RSI 61 · +7.6% vs SMA50 Enterprise agentic workflows, model inference & SaaS AI monetization |
| 2 | DDOG | DDOG 🧠 Enterprise Software & Inference |
91.8 | $283.34 | -1.4% | +1.8% | +23.2% | +7.1% | +49.3% | 64.5 | LEADING | clean breakout · mom +57.5% · RSI 64 · +14.5% vs SMA50 Enterprise agentic workflows, model inference & SaaS AI monetization |
| 3 | CRM | Salesforce Inc. 🧠 Enterprise Software & Inference |
89.5 | $238.01 | +1.7% | +5.8% | -8.1% | +42.5% | +19.4% | 55.6 | LEADING | clean breakout · mom +23.7% · RSI 56 · +4.8% vs SMA50 Enterprise agentic workflows, model inference & SaaS AI monetization |
| 4 | PLTR | Palantir Tech 🧠 Enterprise Software & Inference |
88.6 | $208.67 | -0.2% | +8.6% | +20.4% | +56.0% | +36.9% | 75.6 | LEADING | hot leader (RSI 76 · ext +15.7%) Enterprise agentic workflows, model inference & SaaS AI monetization |
| 5 | NOW | ServiceNow Inc. 🧠 Enterprise Software & Inference |
88.2 | $138.61 | -1.2% | +0.5% | -2.6% | +32.3% | +20.3% | 54.0 | LEADING | clean breakout · mom +27.8% · RSI 54 · +4.0% vs SMA50 Enterprise agentic workflows, model inference & SaaS AI monetization |
| 6 | MSFT | Microsoft Corp. 🧠 Enterprise Software & Inference |
84.9 | $543.45 | +0.4% | +2.7% | +7.5% | +37.4% | +25.1% | 70.7 | LEADING | hot leader (RSI 71 · ext +8.0%) Enterprise agentic workflows, model inference & SaaS AI monetization |
| 7 | MRVL | Marvell Technology ⚡ AI Compute (GPUs/ASICs) |
83.6 | $268.73 | +1.1% | -6.4% | +22.8% | +30.3% | +54.8% | 56.8 | EMERGING | clean breakout · mom +48.8% · RSI 57 · +12.2% vs SMA50 Hyperscaler capex -> GPU & custom accelerator demand |
| 8 | AMD | Advanced Micro Devices ⚡ AI Compute (GPUs/ASICs) |
83.2 | $605.53 | +1.9% | -6.8% | +22.7% | +14.4% | +55.6% | 55.8 | EMERGING | clean breakout · mom +54.2% · RSI 56 · +13.5% vs SMA50 Hyperscaler capex -> GPU & custom accelerator demand |
| 9 | META | Meta Platforms 🧠 Enterprise Software & Inference |
77.0 | $762.50 | +2.6% | +3.2% | +14.6% | +11.9% | +20.8% | 66.0 | LEADING | clean breakout · mom +13.8% · RSI 66 · +17.9% vs SMA50 Enterprise agentic workflows, model inference & SaaS AI monetization |
| 10 | ENTG | ENTG 🔬 Semiconductor Equipment & Foundries |
76.3 | $161.16 | +0.7% | -3.4% | +25.4% | +16.2% | +19.5% | 58.7 | DORMANT | clean breakout · mom +19.7% · RSI 59 · +9.1% vs SMA50 Leading-edge lithography, etching & advanced 3D packaging tools |
| 11 | ALAB | ALAB ⚡ AI Compute (GPUs/ASICs) |
75.0 | $325.41 | +0.4% | -16.5% | +26.6% | -7.2% | +31.3% | 46.8 | EMERGING | clean breakout · mom +34.0% · RSI 47 · +2.4% vs SMA50 Hyperscaler capex -> GPU & custom accelerator demand |
| 12 | ANET | Arista Networks 🌐 Data Centers & Optics |
74.5 | $204.52 | -3.0% | -5.0% | +8.9% | +19.0% | +26.4% | 50.5 | EMERGING | clean breakout · mom +19.5% · RSI 50 · +2.8% vs SMA50 Concrete, 800G/1.6T optical transceivers, co-packaged optics & hyperscale halls |
| 13 | LITE | Lumentum Holdings 🌐 Data Centers & Optics |
72.2 | $987.99 | -0.7% | -12.8% | +18.3% | +31.4% | +28.3% | 50.2 | EMERGING | clean breakout · mom +22.2% · RSI 50 · +6.2% vs SMA50 Concrete, 800G/1.6T optical transceivers, co-packaged optics & hyperscale halls |
| 14 | APH | APH 🌐 Data Centers & Optics |
68.1 | $85.89 | -0.3% | -3.1% | +9.3% | +9.4% | +14.7% | 55.7 | EMERGING | clean breakout · mom +11.2% · RSI 56 · +4.1% vs SMA50 Concrete, 800G/1.6T optical transceivers, co-packaged optics & hyperscale halls |
| 15 | CEG | Constellation Energy ⚛️ Nuclear Energy & Uranium |
67.6 | $295.79 | +0.6% | -1.5% | +11.8% | +14.6% | +3.6% | 60.4 | FADING | clean breakout · mom +9.2% · RSI 60 · +7.5% vs SMA50 24/7 carbon-free baseload power for hyperscaler PPA contracts |