Daily analysis archive
Daily stock analysis archive
Each row is a session published after the US close. A selection can be marked as no pick; the original is kept and can be restored. Returns are shown only when we actually have them.
29 published sessions
| Session | Selection | Fuse Score | TickerFuse order | Last | Change | Evolution | Analysis |
|---|---|---|---|---|---|---|---|
| 2026-10-16 Latest | ISRG | 84 | 426.70 | 426.70 | 0.00 % | 0.00 % | Analysis |
| 2026-10-15 | AME | 85 | 248.52 | 248.17 | −0.14 % | −0.14 % | Analysis |
| 2026-10-14 | GCT | 85 | 57.75 | 57.35 | −0.69 % | −0.69 % | Analysis |
| 2026-10-13 | NO PICK | — | — | — | — | — | Analysis |
| 2026-10-12 | TEVA | 83 | 41.17 | 41.50 | +0.80 % | +0.80 % | Analysis |
| 2026-10-09 | NO PICK | — | — | — | — | — | Analysis |
| 2026-10-08 | NO PICK | — | — | — | — | — | Analysis |
| 2026-10-07 | NO PICK | — | — | — | — | — | Analysis |
| 2026-10-06 | NO PICK | — | — | — | — | — | Analysis |
| 2026-10-05 | NO PICK | — | — | — | — | — | Analysis |
| 2026-10-02 | TTMI | 86 | 131.87 | 93.88 | −28.81 % | −28.81 % | Analysis |
| 2026-10-01 | MU | 89 | 1,097.39 | 878.84 | −19.92 % | −19.92 % | Analysis |
| 2026-09-30 | PDFS | 85 | 51.05 | 39.22 | −23.17 % | −23.17 % | Analysis |
| 2026-09-29 | NO PICK | — | — | — | — | — | Analysis |
| 2026-09-28 | NO PICK | — | — | — | — | — | Analysis |
| 2026-09-24 | IONQ | 85 | 44.98 | 31.28 | −30.46 % | −30.46 % | Analysis |
| 2026-09-23 | TXN | 84 | 272.62 | 276.48 | +1.42 % | +1.42 % | Analysis |
| 2026-09-22 | MG | 83 | 20.87 | 21.46 | +2.83 % | +2.83 % | Analysis |
| 2026-09-21 | SANM | 84 | 209.47 | 175.67 | −16.14 % | −16.14 % | Analysis |
| 2026-09-18 | BFH | 85 | 108.53 | 102.56 | −5.50 % | −5.50 % | Analysis |
| 2026-09-17 | SMCI | 85 | 40.35 | 31.63 | −21.61 % | −21.61 % | Analysis |
| 2026-09-16 | PARR | 86 | 84.90 | 83.42 | −1.74 % | −1.74 % | Analysis |
| 2026-09-15 | NO PICK | — | — | — | — | — | Analysis |
| 2026-09-14 | INSW | 89 | 105.84 | 109.99 | +3.92 % | +3.92 % | Analysis |
| 2026-09-11 | HRTG | 85 | 34.58 | 35.77 | +3.44 % | +3.44 % | Analysis |
| 2026-09-10 | AAPL | 88 | 326.57 | 343.46 | +5.17 % | +5.17 % | Analysis |
| 2026-09-09 | OHI | 87 | 47.19 | 45.64 | −3.28 % | −3.28 % | Analysis |
| 2026-09-08 | DK | 85 | 75.67 | 76.59 | +1.22 % | +1.22 % | Analysis |
| 2026-09-04 | SU | 84 | 67.33 | 78.05 | +15.92 % | +15.92 % | Analysis |
SANM
Sanmina Corp · Fuse Score 84 · NASDAQ
Why
Sanmina Corp is a global provider of integrated manufacturing solutions, primarily serving OEMs in communications, storage, industrial, defense, and aerospace. The tape shows healthy relative strength, moderate recent accumulation, and a lack of overextension, while news flow in the last week highlights the stock as a 'Strong Buy' and 'undervalued' with 100% expected earnings growth and a low price-to-sales ratio, according to Zacks. The combination of strong quant tape, value-oriented analyst attention, and earnings growth expectations provides a credible 5–30 session thesis for continued outperformance, especially as the value narrative may attract further institutional interest.
Risks
The main risk is that the recent analyst-driven value narrative is already priced in, and there is no direct evidence of a new fundamental catalyst (such as a contract win or earnings beat) in the news. Broader market volatility or sector rotation out of value/manufacturing names could also pressure the stock.
Top 10 that session
Kept so we can see whether the screen found candidates, not only whether the last choice was right. Roles show if AI moved the quantitative #1.
| # | Ticker | Quant score | Role |
|---|---|---|---|
| 1 | SPNT | 89 | Quant #1 |
| 2 | VRSN | 88 | Top 10 |
| 3 | MG | 84 | Top 10 |
| 4 | GDDY | 83 | Top 10 |
| 5 | SANM | 83 | Fuse Pick |
| 6 | WBTN | 83 | Top 10 |
| 7 | IBRX | 83 | Top 10 |
| 8 | HNGE | 82 | Top 10 |
| 9 | RBLX | 82 | Top 10 |
| 10 | IEP | 82 | Top 10 |