| Symbol | Signal | Conf. | Why |
|---|
| NVDA | ▲ BULLISH | 55% | Retail buzz continues post-earnings; robotics ecosystem (Hugging Face) buzz supportive. |
| SPY | ● NEUTRAL | 40% | BofA sees upside room but macro/Fed hawkishness caps enthusiasm. |
| CXMT | ▼ BEARISH | 40% | Lawsuit against Pentagon over military designation adds legal/regulatory overhang. |
| MRVL | ● NEUTRAL | 40% | Retail buzz continues post 'sell the news' drop; sentiment mixed but stabilizing. |
| HPQ | ▼ BEARISH | 40% | Upcoming earnings crossroads amid ongoing memory cost margin pressure. |
| NVDL | ▲ BULLISH | 40% | Leveraged NVDA exposure benefits from continued retail bullish buzz. |
| QQQ | ● NEUTRAL | 35% | Tech mega-cap heavy index, no new decisive catalyst today. |
| TSLA | ● NEUTRAL | 35% | Mixed news: possible FSD China loss vs robovan/expansion hype. |
| SOXL | ● NEUTRAL | 30% | Leveraged semis exposed to tariff overhang and profit-taking, no new catalyst today. |
| AMD | ● NEUTRAL | 30% | No new headline, tariff overhang from prior days still lingers. |
| 005930.KS | ● NEUTRAL | 30% | Memory shortage theme supportive but no direct headline today. |
| 000660.KS | ▲ BULLISH | 30% | SK Hynix memory shortage narrative continues as structural tailwind. |
| SPCX | ● NEUTRAL | 30% | SpaceX faces OpenAI/Cursor contract snub, minor reputational friction. |
| DRAM | ▲ BULLISH | 30% | Structural memory shortage narrative continues to support DRAM-related exposure. |
| IREN | ● NEUTRAL | 30% | Named in retail buzz basket alongside NVDA/MRVL/CRWD. |
| CRM | ● NEUTRAL | 30% | Named in retail buzz basket, mixed sentiment. |
| CRWD | ● NEUTRAL | 30% | Featured in Bulls and Bears piece, mixed sentiment coverage. |
| AVGO | ● NEUTRAL | 25% | No fresh headline today beyond prior tariff overhang. |
| MU | ● NEUTRAL | 25% | No new headline; profit-taking theme from prior days persists. |
| TSM | ● NEUTRAL | 25% | No direct headline; tariff overhang backdrop remains. |
| SOX | ● NEUTRAL | 25% | Semi index still digesting tariff overhang and profit-taking, no new news. |
| SOXX | ● NEUTRAL | 25% | Same semis backdrop, no fresh catalyst. |
| SMH | ● NEUTRAL | 25% | Broad semis ETF tied to unresolved tariff overhang. |
| BOTZ | ▲ BULLISH | 25% | Robotics buzz (Hugging Face robot ducks) supports AI robotics theme. |
| SNDK | ● NEUTRAL | 20% | Memory capex theme continues but no fresh headline today. |
| STX | ● NEUTRAL | 20% | Storage/memory theme relevant but no direct news today. |
| WDC | ● NEUTRAL | 20% | Memory capex theme relevant but no direct headline today. |
| AAPL | ● NEUTRAL | 20% | Memory cost pressure theme (Klarna leasing pivot) still a background drag. |
| MNST | ● NEUTRAL | 20% | Historical performance retrospective, not forward-looking catalyst. |
| XBI | ● NEUTRAL | 20% | Biotech hedge trade narrative persists, no new headline today. |
| INTC | ● NEUTRAL | 15% | Broad chip tariff overhang backdrop only, no direct news. |
| MSFT | ● NEUTRAL | 15% | Ballmer wealth-comparison story is not fundamentally market-moving. |
| BABA | ● NEUTRAL | 15% | Background reference to prior Alibaba/CXMT legal friction with US. |
| HD | ● NEUTRAL | 15% | Historical performance retrospective, not forward-looking catalyst. |
| WMT | ● NEUTRAL | 15% | Immaterial DOJ opioid settlement, limited financial impact. |
| USO | ● NEUTRAL | 15% | Oil de-risking theme from prior days continues, no new news. |
| GM | ● NEUTRAL | 15% | Canada tariff drag remains unresolved background risk. |
| ON | ● NEUTRAL | 15% | Historical performance retrospective, not forward-looking catalyst. |
| TM | ● NEUTRAL | 15% | Canada tariff drag remains unresolved background risk. |
| STLA | ● NEUTRAL | 15% | Canada tariff drag remains unresolved background risk. |
| HMC | ● NEUTRAL | 15% | Canada tariff drag remains unresolved background risk. |
| SKHY | ● NEUTRAL | 0% | No relevant headline. |
| ASML | ● NEUTRAL | 0% | No relevant headline. |
| ORCL | ● NEUTRAL | 0% | No relevant headline. |
| SK | ● NEUTRAL | 0% | No relevant headline. |
| SKHU | ● NEUTRAL | 0% | No relevant headline. |
| IBM | ● NEUTRAL | 0% | No relevant headline. |
| CRWV | ● NEUTRAL | 0% | No relevant headline. |
| 005935.KS | ● NEUTRAL | 0% | No relevant headline. |
| PLTR | ● NEUTRAL | 0% | No relevant headline. |
| KORU | ● NEUTRAL | 0% | No relevant headline. |
| LITE | ● NEUTRAL | 0% | No relevant headline. |
| GOOGL | ● NEUTRAL | 0% | No relevant headline. |
| GOOG | ● NEUTRAL | 0% | No relevant headline. |
| META | ● NEUTRAL | 0% | No relevant headline. |
| AMAT | ● NEUTRAL | 0% | No relevant headline. |
| LRCX | ● NEUTRAL | 0% | No relevant headline. |
| NBIS | ● NEUTRAL | 0% | No relevant headline. |
| SMCI | ● NEUTRAL | 0% | No relevant headline. |
| GEV | ● NEUTRAL | 0% | No relevant headline. |
| XYZ | ● NEUTRAL | 0% | No relevant headline. |
| AMZN | ● NEUTRAL | 0% | No relevant headline. |
| CBRS | ● NEUTRAL | 0% | No relevant headline. |
| NOK | ● NEUTRAL | 0% | No relevant headline. |
| KVUE | ● NEUTRAL | 0% | No relevant headline. |
| 688825.SS | ● NEUTRAL | 0% | No relevant headline. |
| DISK | ● NEUTRAL | 0% | No relevant headline. |
| SHEL | ● NEUTRAL | 0% | No relevant headline. |
| ARM | ● NEUTRAL | 0% | No relevant headline. |
| XOM | ● NEUTRAL | 0% | No relevant headline. |
| CVX | ● NEUTRAL | 0% | No relevant headline. |
| RBLX | ● NEUTRAL | 0% | No relevant headline. |
| ABNB | ● NEUTRAL | 0% | No relevant headline. |
| QCOM | ● NEUTRAL | 0% | No relevant headline. |
| BAC | ● NEUTRAL | 0% | No relevant headline. |
| COHR | ● NEUTRAL | 0% | No relevant headline. |
| V | ● NEUTRAL | 0% | No relevant headline. |
| COP | ● NEUTRAL | 0% | No relevant headline. |
| EWY | ● NEUTRAL | 0% | No relevant headline. |
| SMHU | ● NEUTRAL | 0% | No relevant headline. |
| SMHD | ● NEUTRAL | 0% | No relevant headline. |
| FSLR | ● NEUTRAL | 0% | No relevant headline. |
| LLY | ● NEUTRAL | 0% | No relevant headline. |
| CSCO | ● NEUTRAL | 0% | No relevant headline. |
| FERG | ● NEUTRAL | 0% | No relevant headline. |
| SSD | ● NEUTRAL | 0% | No relevant headline. |
| BWET | ● NEUTRAL | 0% | No relevant headline. |
| SCHD | ● NEUTRAL | 0% | No relevant headline. |
| DIVB | ● NEUTRAL | 0% | No relevant headline. |
| VIST | ● NEUTRAL | 0% | No relevant headline. |
| KO | ● NEUTRAL | 0% | No relevant headline. |
| TGT | ● NEUTRAL | 0% | No relevant headline. |
| TXN | ● NEUTRAL | 0% | No relevant headline. |
| ADI | ● NEUTRAL | 0% | No relevant headline. |
| MPWR | ● NEUTRAL | 0% | No relevant headline. |
| FN | ● NEUTRAL | 0% | No relevant headline. |
| NET | ● NEUTRAL | 0% | No relevant headline. |
| LOW | ● NEUTRAL | 0% | No relevant headline. |
| MPC | ● NEUTRAL | 0% | No relevant headline. |
| KSMH | ● NEUTRAL | 0% | No relevant headline. |
| RRC | ● NEUTRAL | 0% | No relevant headline. |
| SN | ● NEUTRAL | 0% | No relevant headline. |
| PSX | ● NEUTRAL | 0% | No relevant headline. |
| MRK | ● NEUTRAL | 0% | No relevant headline. |
| MRNA | ● NEUTRAL | 0% | No relevant headline. |
| AMGN | ● NEUTRAL | 0% | No relevant headline. |
| F | ● NEUTRAL | 0% | No relevant headline. |
| BB | ● NEUTRAL | 0% | No relevant headline. |