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Archive_View: 2025-11-28
Analog Devices, Inc.
ADI
SPY
+17.82%
Analog Devices, Inc. is a global semiconductor leader specializing in data conversion, signal processing, and power management technologies. It bridges the physical and digital worlds by translating real-world phenomena into digital data, primarily serving Industrial and Automotive end-markets.
BULLISH
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AppLovin Corporation
APP
SPY
+15.1%
AppLovin provides a software-based platform for mobile app developers to enhance marketing and monetization, leveraging its AI-powered AXON engine for advertising recommendations, primarily in the mobile gaming sector.
BULLISH
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Broadcom Inc.
AVGO
SPY
+16.19%
Broadcom Inc. is a global technology leader that designs, develops, and supplies a broad range of semiconductor and infrastructure software solutions. Key segments include data center networking, custom silicon (ASICs) for AI, broadband, and enterprise software.
BULLISH
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Builders FirstSource, Inc.
BLDR
SPY
+18.32%
The nation's largest supplier of structural building products, value-added components, and services to the professional market for new residential construction and repair and remodeling. Key products include roof and floor trusses, wall panels, vinyl windows, and custom millwork.
BULLISH
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D.R. Horton, Inc.
DHI
SPY
+15.8%
D.R. Horton is the largest homebuilding company in the United States by volume. It engages in the construction and sale of high-quality homes across diverse price points (entry-level, move-up, luxury) and provides mortgage financing and title services.
BULLISH
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Dow Inc.
DOW
SPY
+15.53%
Dow Inc. is a global materials science leader that produces a broad range of chemicals, plastics, and agricultural products. Its portfolio is organized into Packaging & Specialty Plastics, Industrial Intermediates & Infrastructure, and Performance Materials & Coatings.
BULLISH
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Robinhood Markets, Inc.
HOOD
SPY
+20.98%
Robinhood is a financial services platform pioneering commission-free trading for stocks, ETFs, options, and cryptocurrencies. The company has recently expanded into retirement accounts, credit cards, mortgages, and prediction markets.
BULLISH
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Intel Corporation
INTC
SPY
+10.19%
Intel Corporation is a leading designer and manufacturer of microprocessors (CPUs) for PCs and data centers. It is also a growing provider of foundry services (contract chip manufacturing) through Intel Foundry.
BULLISH
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Keysight Technologies, Inc.
KEYS
SPY
+16.67%
Keysight provides advanced design and validation solutions, including hardware and software, that help engineering teams develop and test electronics. They are a dominant player in 5G/6G wireless communications, semiconductor testing, and AI data center interconnects.
BULLISH
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Moderna, Inc.
MRNA
SPY
+16.19%
A biotechnology company pioneering messenger RNA (mRNA) therapeutics and vaccines. Its commercial portfolio includes Spikevax (COVID-19) and mRESVIA (RSV), while its pipeline focuses on oncology (cancer vaccines), rare diseases, and latent viruses.
BULLISH
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Micron Technology, Inc.
MU
SPY
+17.44%
A global leader in designing and manufacturing memory and storage solutions, primarily DRAM (dynamic random-access memory) and NAND flash. Micron is currently a key supplier of HBM3E (High Bandwidth Memory), a critical component in NVIDIA and AMD AI accelerators.
BULLISH
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Western Digital Corporation
WDC
SPY
+16.47%
Following the February 2025 spin-off of its Flash business, Western Digital is a pure-play manufacturer of Hard Disk Drives (HDDs). The company focuses on massive-capacity nearline drives used in cloud data centers and enterprise storage systems.
BULLISH
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Whitbread PLC
WTB.L
FTSE100
-11.45%
Whitbread PLC is the UK's largest hospitality company, owning and operating Premier Inn, the UK's biggest hotel brand, and restaurant chains like Beefeater and Bar + Block. It also has a growing presence in Germany.
NEUTRAL
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