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 |
TTMI
TTM Technologies · Fuse Score 86 · NASDAQ
Why
TTM Technologies has just completed the $1.1 billion acquisition of Epiq Solutions, expanding its portfolio in defense, intelligence, and space technology. This deal brings new capabilities in software-defined radios, RF systems, and radiation-tolerant computing, positioning TTMI for integrated solutions across multiple defense and aerospace domains. The tape shows the stock near 20-day highs, with moderate relative strength and low volatility, suggesting the market has not fully priced in the strategic impact of the acquisition. The Epiq deal is a material catalyst that could drive incremental contract wins and revenue growth over the next 5–30 sessions as integration and synergy headlines emerge.
Risks
Integration risks from the Epiq acquisition could weigh on near-term sentiment if execution falters. Broader defense budget or macro shocks could impact sector multiples. The tape is not extended, but a lack of immediate contract news could limit upside.
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 | SANM | 85 | Quant #1 |
| 2 | TTMI | 85 | Fuse Pick |
| 3 | SMCI | 84 | Top 10 |
| 4 | INN | 84 | Top 10 |
| 5 | BELFB | 84 | Top 10 |
| 6 | LWLG | 84 | Top 10 |
| 7 | NVTS | 84 | Top 10 |
| 8 | AEHR | 83 | Top 10 |
| 9 | NUTX | 83 | Top 10 |
| 10 | GHM | 83 | Top 10 |