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- TSY's Top 30 Stocks - 2026
TSY's Top 30 Stocks - 2026
Watching
30
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
CRWD CrowdStrike Holdings US$218.40n/aintrinsic discount 13.8%7D 19.5%3M The author hasn't set a fair value for CRWD | ||||||
META Meta Platforms US$578.02n/aintrinsic discount 5.1%7D -8.6%3M The author hasn't set a fair value for META | ||||||
ANET Arista Networks US$195.38n/aintrinsic discount 3.6%7D 22.5%3M The author hasn't set a fair value for ANET | ||||||
PLTR Palantir Technologies US$186.29n/aintrinsic discount 3.5%7D 19.0%3M The author hasn't set a fair value for PLTR | ||||||
LITE Lumentum Holdings US$895.00n/aintrinsic discount 3.3%7D 4.7%3M The author hasn't set a fair value for LITE | ||||||
AMZN Amazon.com US$266.43n/aintrinsic discount 3.0%7D -1.6%3M The author hasn't set a fair value for AMZN | ||||||
QCOM QUALCOMM US$164.1916.3% undervalued intrinsic discount 2.1%7D -34.6%3M | ||||||
ALAB Astera Labs US$289.47n/aintrinsic discount 1.6%7D -15.6%3M The author hasn't set a fair value for ALAB | ||||||
GOOGL Alphabet US$346.59n/aintrinsic discount 0.5%7D -8.9%3M The author hasn't set a fair value for GOOGL | ||||||
AVGO Broadcom US$368.79n/aintrinsic discount 0.09%7D -17.5%3M The author hasn't set a fair value for AVGO | ||||||
TSM Taiwan Semiconductor Manufacturing US$417.52n/aintrinsic discount -0.3%7D -0.2%3M The author hasn't set a fair value for TSM | ||||||
SMCI Super Micro Computer US$37.08n/aintrinsic discount -0.4%7D -19.5%3M The author hasn't set a fair value for SMCI | ||||||
AMD Advanced Micro Devices US$465.58n/aintrinsic discount -1.6%7D -9.8%3M The author hasn't set a fair value for AMD | ||||||
VRT Vertiv Holdings Co US$257.08n/aintrinsic discount -1.9%7D -18.6%3M The author hasn't set a fair value for VRT | ||||||
MU Micron Technology US$932.86n/aintrinsic discount -3.5%7D -3.9%3M The author hasn't set a fair value for MU | ||||||
COHR Coherent US$279.20n/aintrinsic discount -3.6%7D -22.8%3M The author hasn't set a fair value for COHR | ||||||
ASML ASML Holding US$1,696.16n/aintrinsic discount -3.8%7D 5.2%3M The author hasn't set a fair value for ASML | ||||||
LRCX Lam Research US$301.90n/aintrinsic discount -3.9%7D -5.1%3M The author hasn't set a fair value for LRCX | ||||||
CRWV CoreWeave US$84.2340.8% undervalued intrinsic discount -4.1%7D -23.1%3M | ||||||
APLD Applied Digital US$25.34n/aintrinsic discount -6.9%7D -46.4%3M The author hasn't set a fair value for APLD | ||||||
MRVL Marvell Technology US$216.62n/aintrinsic discount -8.6%7D 5.7%3M The author hasn't set a fair value for MRVL | ||||||
POET POET Technologies US$7.50n/aintrinsic discount -9.1%7D -39.0%3M The author hasn't set a fair value for POET | ||||||
RGTI Rigetti Computing US$15.5947.4% undervalued intrinsic discount -13.0%7D -39.0%3M | ||||||
QBTS D-Wave Quantum US$16.9951.8% undervalued intrinsic discount -16.7%7D -43.6%3M | ||||||
AEHR Aehr Test Systems US$80.81n/aintrinsic discount -20.6%7D -12.5%3M The author hasn't set a fair value for AEHR |
Watching
30
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
CRWD CrowdStrike Holdings 13.8%7D 19.5%3M | US$218.40 n/aintrinsic discount | The author hasn't set a fair value for CRWD | PS 41.4x | E 47.1% | US$227.58 | |
MSFT Microsoft 6.3%7D 14.1%3M | US$513.53 n/aintrinsic discount | The author hasn't set a fair value for MSFT | PE 28.5x | E 14.1% | US$569.45 | |
META Meta Platforms 5.1%7D -8.6%3M | US$578.02 n/aintrinsic discount | The author hasn't set a fair value for META | PE 21.6x | E 14.4% | US$754.77 | |
ANET Arista Networks 3.6%7D 22.5%3M | US$195.38 n/aintrinsic discount | The author hasn't set a fair value for ANET | PE 60.9x | E 19.4% | US$241.82 | |
PLTR Palantir Technologies 3.5%7D 19.0%3M | US$186.29 n/aintrinsic discount | The author hasn't set a fair value for PLTR | PE 148.4x | E 32.9% | US$191.68 | |
LITE Lumentum Holdings 3.3%7D 4.7%3M | US$895.00 n/aintrinsic discount | The author hasn't set a fair value for LITE | PS 26.6x | E 104.4% | US$1,148.30 | |
AMZN Amazon.com 3.0%7D -1.6%3M | US$266.43 n/aintrinsic discount | The author hasn't set a fair value for AMZN | PE 21.2x | E 6.4% | US$327.67 | |
QCOM QUALCOMM 2.1%7D -34.6%3M | US$164.19 16.3% undervalued intrinsic discount | PE 18.9x | E -0.4% | US$193.10 | ||
S SentinelOne 1.7%7D 30.2%3M | US$21.54 n/aintrinsic discount | The author hasn't set a fair value for S | PS 6.7x | E 42.3% | US$23.55 | |
ALAB Astera Labs 1.6%7D -15.6%3M | US$289.47 n/aintrinsic discount | The author hasn't set a fair value for ALAB | PE 135.9x | E 33.2% | US$389.95 | |
ZS Zscaler 1.4%7D 31.8%3M | US$184.23 n/aintrinsic discount | The author hasn't set a fair value for ZS | PS 9.4x | E 46.7% | US$198.88 | |
NVDA NVIDIA 1.3%7D 3.0%3M | US$217.55 n/aintrinsic discount | The author hasn't set a fair value for NVDA | PE 27.2x | E 24.9% | US$323.42 | |
GOOGL Alphabet 0.5%7D -8.9%3M | US$346.59 n/aintrinsic discount | The author hasn't set a fair value for GOOGL | PE 17.4x | E -0.8% | US$428.07 | |
AVGO Broadcom 0.09%7D -17.5%3M | US$368.79 n/aintrinsic discount | The author hasn't set a fair value for AVGO | PE 59.8x | E 33.7% | US$525.97 | |
TSM Taiwan Semiconductor Manufacturing -0.3%7D -0.2%3M | US$417.52 n/aintrinsic discount | The author hasn't set a fair value for TSM | PE 28.3x | E 21.8% | US$557.15 | |
SMCI Super Micro Computer -0.4%7D -19.5%3M | US$37.08 n/aintrinsic discount | The author hasn't set a fair value for SMCI | PE 10.9x | E 16.3% | US$42.38 | |
AMD Advanced Micro Devices -1.6%7D -9.8%3M | US$465.58 n/aintrinsic discount | The author hasn't set a fair value for AMD | PE 117.5x | E 38.0% | US$613.84 | |
VRT Vertiv Holdings Co -1.9%7D -18.6%3M | US$257.08 n/aintrinsic discount | The author hasn't set a fair value for VRT | PE 57.1x | E 24.2% | US$338.15 | |
MU Micron Technology -3.5%7D -3.9%3M | US$932.86 n/aintrinsic discount | The author hasn't set a fair value for MU | PE 20.9x | E 34.1% | US$1,513.41 | |
COHR Coherent -3.6%7D -22.8%3M | US$279.20 n/aintrinsic discount | The author hasn't set a fair value for COHR | PE 71x | E 43.9% | US$416.09 | |
ASML ASML Holding -3.8%7D 5.2%3M | US$1,696.16 n/aintrinsic discount | The author hasn't set a fair value for ASML | PE 53.9x | E 21.2% | US$2,293.44 | |
LRCX Lam Research -3.9%7D -5.1%3M | US$301.90 n/aintrinsic discount | The author hasn't set a fair value for LRCX | PE 52x | E 20.4% | US$371.19 | |
CRWV CoreWeave -4.1%7D -23.1%3M | US$84.23 40.8% undervalued intrinsic discount | PS 6.1x | E 41.1% | US$144.46 | ||
APLD Applied Digital -6.9%7D -46.4%3M | US$25.34 n/aintrinsic discount | The author hasn't set a fair value for APLD | PS 12.1x | E 73.4% | US$74.23 | |
MRVL Marvell Technology -8.6%7D 5.7%3M | US$216.62 n/aintrinsic discount | The author hasn't set a fair value for MRVL | PE 72x | E 29.6% | US$278.89 | |
POET POET Technologies -9.1%7D -39.0%3M | US$7.50 n/aintrinsic discount | The author hasn't set a fair value for POET | PB 1.5x | E 82.0% | US$14.75 | |
IONQ IonQ -12.6%7D -45.6%3M | US$39.20 n/aintrinsic discount | The author hasn't set a fair value for IONQ | PB 4.7x | E 12.1% | US$67.68 | |
RGTI Rigetti Computing -13.0%7D -39.0%3M | US$15.59 47.4% undervalued intrinsic discount | PB 9.7x | E 11.5% | US$28.81 | ||
QBTS D-Wave Quantum -16.7%7D -43.6%3M | US$16.99 51.8% undervalued intrinsic discount | PB 5.8x | E 11.7% | US$35.24 | ||
AEHR Aehr Test Systems -20.6%7D -12.5%3M | US$80.81 n/aintrinsic discount | The author hasn't set a fair value for AEHR | PB 12x | E 104.5% | US$130.00 |