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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 | |
|---|---|---|---|---|---|---|
META Meta Platforms US$656.73n/aintrinsic discount 9.4%7D -0.9%3M The author hasn't set a fair value for META | ||||||
LITE Lumentum Holdings US$768.15n/aintrinsic discount 5.0%7D -9.9%3M The author hasn't set a fair value for LITE | ||||||
ANET Arista Networks US$181.15n/aintrinsic discount 4.5%7D 17.3%3M The author hasn't set a fair value for ANET | ||||||
SMCI Super Micro Computer US$27.66n/aintrinsic discount 1.7%7D 1.7%3M The author hasn't set a fair value for SMCI | ||||||
AMZN Amazon.com US$247.31n/aintrinsic discount 1.3%7D -0.7%3M The author hasn't set a fair value for AMZN | ||||||
MU Micron Technology US$937.00n/aintrinsic discount -0.1%7D 105.4%3M The author hasn't set a fair value for MU | ||||||
CRWV CoreWeave US$83.3141.5% undervalued intrinsic discount -0.3%7D -29.8%3M | ||||||
QCOM QUALCOMM US$183.989.2% overvalued intrinsic discount -1.3%7D 38.5%3M | ||||||
AMD Advanced Micro Devices US$534.39n/aintrinsic discount -3.2%7D 109.5%3M The author hasn't set a fair value for AMD | ||||||
PLTR Palantir Technologies US$130.04n/aintrinsic discount -3.2%7D -8.5%3M The author hasn't set a fair value for PLTR | ||||||
GOOGL Alphabet US$352.51n/aintrinsic discount -3.8%7D 5.9%3M The author hasn't set a fair value for GOOGL | ||||||
VRT Vertiv Holdings Co US$305.87n/aintrinsic discount -4.0%7D -1.5%3M The author hasn't set a fair value for VRT | ||||||
ASML ASML Holding US$1,726.04n/aintrinsic discount -5.4%7D 13.7%3M The author hasn't set a fair value for ASML | ||||||
CRWD CrowdStrike Holdings US$187.91n/aintrinsic discount -5.8%7D 88.6%3M The author hasn't set a fair value for CRWD | ||||||
LRCX Lam Research US$329.92n/aintrinsic discount -5.8%7D 21.1%3M The author hasn't set a fair value for LRCX | ||||||
AEHR Aehr Test Systems US$68.02n/aintrinsic discount -6.0%7D -8.6%3M The author hasn't set a fair value for AEHR | ||||||
TSM Taiwan Semiconductor Manufacturing US$421.58n/aintrinsic discount -6.7%7D 11.0%3M The author hasn't set a fair value for TSM | ||||||
POET POET Technologies US$8.00n/aintrinsic discount -10.6%7D 19.2%3M The author hasn't set a fair value for POET | ||||||
MRVL Marvell Technology US$217.53n/aintrinsic discount -12.7%7D 62.5%3M The author hasn't set a fair value for MRVL | ||||||
APLD Applied Digital US$28.84n/aintrinsic discount -13.9%7D -8.4%3M The author hasn't set a fair value for APLD | ||||||
RGTI Rigetti Computing US$15.3648.2% undervalued intrinsic discount -14.5%7D -9.0%3M | ||||||
ALAB Astera Labs US$362.05n/aintrinsic discount -16.3%7D 112.2%3M The author hasn't set a fair value for ALAB | ||||||
QBTS D-Wave Quantum US$18.6649.3% undervalued intrinsic discount -17.3%7D 10.0%3M | ||||||
Watching
30
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
META Meta Platforms 9.4%7D -0.9%3M | US$656.73 n/aintrinsic discount | The author hasn't set a fair value for META | PE 23.6x | E 13.8% | US$826.63 | |
LITE Lumentum Holdings 5.0%7D -9.9%3M | US$768.15 n/aintrinsic discount | The author hasn't set a fair value for LITE | PE 136.1x | E 79.4% | US$1,103.49 | |
ANET Arista Networks 4.5%7D 17.3%3M | US$181.15 n/aintrinsic discount | The author hasn't set a fair value for ANET | PE 61.3x | E 16.6% | US$190.46 | |
NVDA NVIDIA 3.4%7D 2.3%3M | US$203.53 n/aintrinsic discount | The author hasn't set a fair value for NVDA | PE 30.9x | E 22.3% | US$301.62 | |
AVGO Broadcom 2.7%7D 0.9%3M | US$384.05 n/aintrinsic discount | The author hasn't set a fair value for AVGO | PE 62.3x | E 33.5% | US$523.73 | |
S SentinelOne 2.2%7D 45.5%3M | US$18.55 n/aintrinsic discount | The author hasn't set a fair value for S | PS 6.1x | E 27.0% | US$19.45 | |
SMCI Super Micro Computer 1.7%7D 1.7%3M | US$27.66 n/aintrinsic discount | The author hasn't set a fair value for SMCI | PE 14.3x | E 19.3% | US$37.38 | |
AMZN Amazon.com 1.3%7D -0.7%3M | US$247.31 n/aintrinsic discount | The author hasn't set a fair value for AMZN | PE 29.3x | E 16.4% | US$314.27 | |
MSFT Microsoft 1.1%7D -0.5%3M | US$390.99 n/aintrinsic discount | The author hasn't set a fair value for MSFT | PE 23.2x | E 13.8% | US$559.86 | |
MU Micron Technology -0.1%7D 105.4%3M | US$937.00 n/aintrinsic discount | The author hasn't set a fair value for MU | PE 21x | E 32.8% | US$1,486.00 | |
CRWV CoreWeave -0.3%7D -29.8%3M | US$83.31 41.5% undervalued intrinsic discount | PS 7.3x | E 43.6% | US$142.29 | ||
QCOM QUALCOMM -1.3%7D 38.5%3M | US$183.98 9.2% overvalued intrinsic discount | PE 19.5x | E 3.0% | US$221.90 | ||
AMD Advanced Micro Devices -3.2%7D 109.5%3M | US$534.39 n/aintrinsic discount | The author hasn't set a fair value for AMD | PS 23.3x | E 35.8% | US$521.26 | |
PLTR Palantir Technologies -3.2%7D -8.5%3M | US$130.04 n/aintrinsic discount | The author hasn't set a fair value for PLTR | PE 136.6x | E 31.9% | US$183.12 | |
GOOGL Alphabet -3.8%7D 5.9%3M | US$352.51 n/aintrinsic discount | The author hasn't set a fair value for GOOGL | PE 26.9x | E 11.0% | US$431.72 | |
VRT Vertiv Holdings Co -4.0%7D -1.5%3M | US$305.87 n/aintrinsic discount | The author hasn't set a fair value for VRT | PE 75.4x | E 24.6% | US$381.13 | |
ASML ASML Holding -5.4%7D 13.7%3M | US$1,726.04 n/aintrinsic discount | The author hasn't set a fair value for ASML | PE 59.2x | E 18.9% | US$1,988.00 | |
ZS Zscaler -5.7%7D 15.6%3M | US$141.82 n/aintrinsic discount | The author hasn't set a fair value for ZS | PS 7.2x | E 55.0% | US$192.58 | |
CRWD CrowdStrike Holdings -5.8%7D 88.6%3M | US$187.91 n/aintrinsic discount | The author hasn't set a fair value for CRWD | PS 37.6x | E 44.8% | US$184.32 | |
LRCX Lam Research -5.8%7D 21.1%3M | US$329.92 n/aintrinsic discount | The author hasn't set a fair value for LRCX | PE 61.5x | E 19.9% | US$364.55 | |
AEHR Aehr Test Systems -6.0%7D -8.6%3M | US$68.02 n/aintrinsic discount | The author hasn't set a fair value for AEHR | PS 47.3x | E 106.6% | US$71.33 | |
TSM Taiwan Semiconductor Manufacturing -6.7%7D 11.0%3M | US$421.58 n/aintrinsic discount | The author hasn't set a fair value for TSM | PE 33.2x | E 20.4% | US$495.19 | |
COHR Coherent -8.4%7D -1.9%3M | US$307.39 n/aintrinsic discount | The author hasn't set a fair value for COHR | PS 9.1x | E 57.2% | US$387.36 | |
POET POET Technologies -10.6%7D 19.2%3M | US$8.00 n/aintrinsic discount | The author hasn't set a fair value for POET | PB 3.1x | E 47.6% | US$17.50 | |
MRVL Marvell Technology -12.7%7D 62.5%3M | US$217.53 n/aintrinsic discount | The author hasn't set a fair value for MRVL | PE 75.4x | E 25.7% | US$252.56 | |
APLD Applied Digital -13.9%7D -8.4%3M | US$28.84 n/aintrinsic discount | The author hasn't set a fair value for APLD | PS 25.8x | E 29.8% | US$73.36 | |
RGTI Rigetti Computing -14.5%7D -9.0%3M | US$15.36 48.2% undervalued intrinsic discount | PB 8.7x | E 43.5% | US$29.65 | ||
ALAB Astera Labs -16.3%7D 112.2%3M | US$362.05 n/aintrinsic discount | The author hasn't set a fair value for ALAB | PB 41.5x | E 30.9% | US$281.56 | |
QBTS D-Wave Quantum -17.3%7D 10.0%3M | US$18.66 49.3% undervalued intrinsic discount | PB 6.1x | E 23.3% | US$37.39 | ||
IONQ IonQ -20.4%7D 8.7%3M | US$38.88 n/aintrinsic discount | The author hasn't set a fair value for IONQ | PE 47x | E -46.9% | US$68.79 |