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- TSY's Top 30 Stocks - 2026
TSY's Top 30 Stocks - 2026
Watching
30
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
SMCI Super Micro Computer US$46.0988.1% overvalued intrinsic discount 29.5%7D 42.3%3M | ||||||
MU Micron Technology US$971.0024.6% overvalued intrinsic discount 29.3%7D 135.5%3M | ||||||
PLTR Palantir Technologies US$156.5415.7% undervalued intrinsic discount 14.4%7D 14.1%3M | ||||||
IONQ IonQ US$72.070.4% undervalued intrinsic discount 13.2%7D 87.8%3M | ||||||
ALAB Astera Labs US$342.8567.7% overvalued intrinsic discount 11.7%7D 188.5%3M | ||||||
AMD Advanced Micro Devices US$516.109.3% overvalued intrinsic discount 10.4%7D 157.8%3M | ||||||
CRWD CrowdStrike Holdings US$731.0036.6% overvalued intrinsic discount 10.2%7D 96.5%3M | ||||||
AVGO Broadcom US$446.776.3% undervalued intrinsic discount 7.9%7D 39.8%3M | ||||||
MSFT Microsoft US$450.2419.9% undervalued intrinsic discount 7.6%7D 14.6%3M | ||||||
QCOM QUALCOMM US$251.0216.3% undervalued intrinsic discount 5.4%7D 76.3%3M | ||||||
MRVL Marvell Technology US$205.0072.4% overvalued intrinsic discount 4.4%7D 150.9%3M | ||||||
LRCX Lam Research US$318.181.4% overvalued intrinsic discount 4.2%7D 36.0%3M | ||||||
CRWV CoreWeave US$109.5317.7% undervalued intrinsic discount 3.8%7D 37.7%3M | ||||||
META Meta Platforms US$632.5123.7% undervalued intrinsic discount 3.6%7D -2.4%3M | ||||||
ANET Arista Networks US$159.4715.3% undervalued intrinsic discount 3.5%7D 19.5%3M | ||||||
TSM Taiwan Semiconductor Manufacturing US$418.459.8% overvalued intrinsic discount 3.4%7D 11.7%3M | ||||||
APLD Applied Digital US$47.2810.5% undervalued intrinsic discount 3.1%7D 73.4%3M | ||||||
QBTS D-Wave Quantum US$30.1421.8% undervalued intrinsic discount 2.5%7D 60.5%3M | ||||||
AMZN Amazon.com US$270.6412.1% undervalued intrinsic discount 1.6%7D 28.9%3M | ||||||
GOOGL Alphabet US$380.3411.1% undervalued intrinsic discount -0.7%7D 22.0%3M | ||||||
ASML ASML Holding US$1,612.7660.9% overvalued intrinsic discount -1.2%7D 11.2%3M | ||||||
NVDA NVIDIA US$211.1421.4% undervalued intrinsic discount -1.9%7D 19.2%3M | ||||||
AEHR Aehr Test Systems US$92.33405.4% overvalued intrinsic discount -2.8%7D 146.7%3M | ||||||
RGTI Rigetti Computing US$25.5433.5% undervalued intrinsic discount -3.3%7D 46.6%3M | ||||||
VRT Vertiv Holdings Co US$315.7120.0% overvalued intrinsic discount -3.6%7D 23.9%3M | ||||||
COHR Coherent US$361.472.6% undervalued intrinsic discount -4.3%7D 39.6%3M | ||||||
LITE Lumentum Holdings US$854.9622.6% undervalued intrinsic discount -9.7%7D 22.0%3M | ||||||
S SentinelOne US$16.5533.3% undervalued intrinsic discount -11.5%7D 26.1%3M | ||||||
POET POET Technologies US$12.2929.2% undervalued intrinsic discount -15.8%7D 104.8%3M | ||||||
ZS Zscaler US$139.7338.6% undervalued intrinsic discount -23.4%7D -4.9%3M |
Watching
30
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
SMCI Super Micro Computer 29.5%7D 42.3%3M | US$46.09 88.1% overvalued intrinsic discount | PE 22.2x | E 19.1% | US$37.13 | ||
MU Micron Technology 29.3%7D 135.5%3M | US$971.00 24.6% overvalued intrinsic discount | PE 45.4x | E 28.7% | US$702.98 | ||
PLTR Palantir Technologies 14.4%7D 14.1%3M | US$156.54 15.7% undervalued intrinsic discount | PB 44.4x | E 31.8% | US$183.73 | ||
IONQ IonQ 13.2%7D 87.8%3M | US$72.07 0.4% undervalued intrinsic discount | PE 87.2x | E -46.9% | US$67.64 | ||
ALAB Astera Labs 11.7%7D 188.5%3M | US$342.85 67.7% overvalued intrinsic discount | PB 39.3x | E 31.5% | US$244.97 | ||
AMD Advanced Micro Devices 10.4%7D 157.8%3M | US$516.10 9.3% overvalued intrinsic discount | PS 22.5x | E 34.8% | US$472.17 | ||
CRWD CrowdStrike Holdings 10.2%7D 96.5%3M | US$731.00 36.6% overvalued intrinsic discount | PS 38.7x | E 44.2% | US$555.92 | ||
AVGO Broadcom 7.9%7D 39.8%3M | US$446.77 6.3% undervalued intrinsic discount | PE 84.7x | E 31.4% | US$481.97 | ||
MSFT Microsoft 7.6%7D 14.6%3M | US$450.24 19.9% undervalued intrinsic discount | PE 26.7x | E 13.4% | US$560.63 | ||
QCOM QUALCOMM 5.4%7D 76.3%3M | US$251.02 16.3% undervalued intrinsic discount | PE 26.7x | E -3.3% | US$177.81 | ||
MRVL Marvell Technology 4.4%7D 150.9%3M | US$205.00 72.4% overvalued intrinsic discount | PE 71x | E 26.8% | US$219.80 | ||
LRCX Lam Research 4.2%7D 36.0%3M | US$318.18 1.4% overvalued intrinsic discount | PE 59.3x | E 19.2% | US$313.69 | ||
CRWV CoreWeave 3.8%7D 37.7%3M | US$109.53 17.7% undervalued intrinsic discount | PS 9.6x | E -5.2% | US$139.16 | ||
META Meta Platforms 3.6%7D -2.4%3M | US$632.51 23.7% undervalued intrinsic discount | PE 22.7x | E 13.8% | US$826.75 | ||
ANET Arista Networks 3.5%7D 19.5%3M | US$159.47 15.3% undervalued intrinsic discount | PE 54x | E 16.5% | US$188.20 | ||
TSM Taiwan Semiconductor Manufacturing 3.4%7D 11.7%3M | US$418.45 9.8% overvalued intrinsic discount | PE 32x | E 22.5% | US$460.13 | ||
APLD Applied Digital 3.1%7D 73.4%3M | US$47.28 10.5% undervalued intrinsic discount | PS 42.3x | E 24.5% | US$64.59 | ||
QBTS D-Wave Quantum 2.5%7D 60.5%3M | US$30.14 21.8% undervalued intrinsic discount | PB 9.9x | E 23.4% | US$35.17 | ||
AMZN Amazon.com 1.6%7D 28.9%3M | US$270.64 12.1% undervalued intrinsic discount | PE 32.1x | E 16.4% | US$312.79 | ||
GOOGL Alphabet -0.7%7D 22.0%3M | US$380.34 11.1% undervalued intrinsic discount | PE 28.8x | E 11.1% | US$430.72 | ||
ASML ASML Holding -1.2%7D 11.2%3M | US$1,612.76 60.9% overvalued intrinsic discount | PE 53.2x | E 16.6% | US$1,726.85 | ||
NVDA NVIDIA -1.9%7D 19.2%3M | US$211.14 21.4% undervalued intrinsic discount | PE 32x | E 21.2% | US$296.81 | ||
AEHR Aehr Test Systems -2.8%7D 146.7%3M | US$92.33 405.4% overvalued intrinsic discount | PB 20.9x | E 106.6% | US$63.67 | ||
RGTI Rigetti Computing -3.3%7D 46.6%3M | US$25.54 33.5% undervalued intrinsic discount | PB 14.5x | E 45.0% | US$29.24 | ||
VRT Vertiv Holdings Co -3.6%7D 23.9%3M | US$315.71 20.0% overvalued intrinsic discount | PE 77.8x | E 23.6% | US$376.80 | ||
COHR Coherent -4.3%7D 39.6%3M | US$361.47 2.6% undervalued intrinsic discount | PS 10.7x | E 55.9% | US$380.62 | ||
LITE Lumentum Holdings -9.7%7D 22.0%3M | US$854.96 22.6% undervalued intrinsic discount | PS 26.7x | E 79.1% | US$1,104.68 | ||
S SentinelOne -11.5%7D 26.1%3M | US$16.55 33.3% undervalued intrinsic discount | PS 5.4x | E 27.4% | US$19.33 | ||
POET POET Technologies -15.8%7D 104.8%3M | US$12.29 29.2% undervalued intrinsic discount | PB 4.7x | E 110.2% | US$8.20 | ||
ZS Zscaler -23.4%7D -4.9%3M | US$139.73 38.6% undervalued intrinsic discount | PS 7.1x | E 54.5% | US$194.46 |