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 |
TXN
Texas Instruments · Fuse Score 84 · NASDAQ
Why
Texas Instruments (TXN) stands out with a clear, material catalyst: Q2 2026 results showed 23% revenue growth, 52% EPS growth, and data center revenues doubling year-over-year, driven by AI infrastructure demand. The company also announced a 7% dividend increase, marking 23 consecutive years of raises, and maintains robust cash generation and expanding margins. Recent news flow highlights strong demand in industrial, automotive, and data center markets, with management expecting to outgrow the data center market in 2026. The tape confirms strength: TXN is near 20-day highs, with strong closes, moderate extension, and relative strength versus SPY, suggesting the move is not yet exhausted. This combination of fundamental momentum and technical setup supports a 5–30 session thesis.
Risks
The main risks are that much of the positive news is now public, and the stock is not deeply compressed, so upside may be more gradual. Competitive threats from peers like Microchip and Cerebras in AI and analog chips could pressure future growth. If macro conditions or sector sentiment turn, the recent rally could stall.
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 | MH | 86 | Quant #1 |
| 2 | KN | 84 | Top 10 |
| 3 | CLF | 83 | Top 10 |
| 4 | NCI | 83 | Top 10 |
| 5 | CHKP | 83 | Top 10 |
| 6 | SAIL | 83 | Top 10 |
| 7 | PD | 83 | Top 10 |
| 8 | WFG | 82 | Top 10 |
| 9 | CRSR | 82 | Top 10 |
| 10 | TXN | 82 | Fuse Pick |