Scorecard moves, head-to-head comparisons and the Weekly Insights: what the datasets changed this week and what it means.
Also: the scorecard · Compare · Earnings notes · Digests
Research
TSM is one of only three names in 515 to pass the scorecard's 13-criterion QC gate perfectly — with a fundamental score of 79.7. A technical score of 39.9 is the whole reason it still sits in Tier 3.
Research
One name did the day's heavy lifting. Arista Networks (ANET) rose +5.8 points to a total score of 71.1 — the largest single-day gain anywhere in the 515-name scored universe — crossing from an implied ~65.3 in the prior edition into Tier 2 (the ≥70 band).
Weekly Insights
The election repriced the AI build-out, the model's BUY list went empty for the first time — and payments and pharma quietly compounded through the storm.
Weekly Insights
The AI bill came due this week — and the market stopped paying it for everyone equally.
Research
ASML beats Applied Materials on growth, quality and momentum in our KPI-scored head-to-head — Total 61.3 vs 43.5 — but with no fair value on file for either name, valuation, income and risk go unjudged and confidence is low.