Research Radar archive
What the system was watching on May 26, 2026
Frozen snapshot — captured at . This page does not refresh. Live view: today's Radar.
AI stock ideas
AI stock ideas
Short-term ideas with entry date, tracking window, and public outcome.
DatedTrackedOutcome visibleResearch only
| Ticker | Catalyst | Window | Status | Link |
|---|---|---|---|---|
MU Micron Technology, Inc. Technology | Selected for very strong AI-memory momentum: latest transcript cited record Q2 revenue, Q3 revenue guidance of $33.5B with about 81% gross margin, strong AI-driven demand and tight supply, while recent releases included HBM4 high-volume production and other data-center product catalysts. Stock was up about 70% over the last 21 trading days. | May 26 – Jun 2 | Active (as of archive) | Open |
MRVL Marvell Technology, Inc. Technology | Strong AI infrastructure setup with concrete catalyst evidence: headlines highlighted raised FY2027 revenue guidance to $11B on 2026-05-20, supported by custom silicon, data-center networking and optical connectivity demand. Stock rose about 31% over 21 trading days and hit a fresh short-term high. | May 26 – Jun 2 | Active (as of archive) | Open |
CRDO Credo Technology Group Holding Ltd Technology | Genuine AI connectivity momentum name: recent releases showed strong Q3 fiscal 2026 results, new optical products, acquisitions to deepen optical capabilities, litigation settlements removing overhangs, and Jefferies adding CRDO to Franchise Picks on 2026-05-19. Stock rose about 20% over 21 trading days with strong liquidity and improving margins. | May 26 – Jun 2 | Active (as of archive) | Open |
DDOG Datadog, Inc. Technology | Clear earnings-driven software momentum: Q1 2026 revenue rose 32% YoY, EPS beat, and full-year guidance was raised. AI-related products including GPU Monitoring, MCP Server, Bits AI Security Agent, and FedRAMP High certification support demand, while the stock gained about 69% over 21 trading days. | May 26 – Jun 2 | Active (as of archive) | Open |
FTNT Fortinet, Inc. Technology | Cybersecurity momentum supported by strong fundamentals: Q1 revenue rose 20% YoY, billings rose 31%, non-GAAP EPS rose 41%, record free cash flow reached $1.01B, and management raised 2026 revenue guidance. Stock was up about 57% over 21 trading days. | May 26 – Jun 2 | Active (as of archive) | Open |
INOD Innodata Inc. Technology | High-momentum AI data-services candidate with strong catalyst evidence: Q1 2026 revenue rose 54% YoY, adjusted EBITDA was $25.0M, management raised 2026 revenue growth guidance to about 40%+, and a new Big Tech engagement is expected to generate about $51M in 2026. Stock rose about 129% over 21 trading days. | May 26 – Jun 2 | Active (as of archive) | Open |
XMTR Xometry, Inc. Industrials | Strong short-term momentum plus validation catalyst: recent headlines cited a Q1 beat, raised full-year guidance, and a strategic Siemens partnership with about a $50M minority investment. Stock rose about 94% over 21 trading days, with continued upside support from enterprise tools, data-center sourcing and AI-related board expertise. | May 26 – Jun 2 | Active (as of archive) | Open |
RKLB Rocket Lab USA, Inc. Industrials | Space/defense momentum candidate with dense catalyst flow: recent headlines cited a sales, earnings and guidance beat, record revenue, stronger Q2 outlook, Motiv acquisition, Mynaric closing, hypersonic and Space Based Interceptor work, and a $90M U.S. Space Force contract. Stock rose about 75% over 21 trading days. | May 26 – Jun 2 | Active (as of archive) | Open |
WLDN Willdan Group, Inc. Industrials | Industrial/energy services name with strong execution evidence: Q1 2026 revenue and net income rose YoY, earnings beat consensus, management raised full-year EPS guidance by 8%, and the transcript cited healthy demand, record backlog and data-center-related work. Stock was up about 39.8% over 21 trading days. | May 26 – Jun 2 | Active (as of archive) | Open |
BTSG BrightSpring Health Services, Inc. Common Stock Healthcare | Healthcare services selection with beat-and-raise support: Q1 2026 beat EPS and revenue expectations, management raised full-year 2026 revenue and adjusted EBITDA guidance, and headlines pointed to margin expansion plus strong pharmacy and home-care momentum. Stock gained roughly 23% over 21 trading days and closed at the highest level in the window. | May 26 – Jun 2 | Active (as of archive) | Open |
Trust layer
Outcome log
Closed ideas with realised P/L. Winners and losers stay visible.
| Ticker | Window | Outcome | Closed | Link |
|---|---|---|---|---|
INOD Innodata Inc. Technology | May 18–25 | +1.3% | 2026-05-25 | Open |
DDOG Datadog, Inc. Technology | May 18–25 | +7.1% | 2026-05-25 | Open |
FTNT Fortinet, Inc. Technology | May 18–25 | +5.9% | 2026-05-25 | Open |
XMTR Xometry, Inc. Industrials | May 18–25 | +5.3% | 2026-05-25 | Open |
RKLB Rocket Lab USA, Inc. Industrials | May 18–25 | +9.1% | 2026-05-25 | Open |
USO United States Oil Fund, LP Financial Services | May 18–25 | -8.2% | 2026-05-25 | Open |
NVDA NVIDIA Corporation Technology | May 18–25 | -3.4% | 2026-05-25 | Open |
FICO Fair Isaac Corporation Technology | May 18–25 | +6.6% | 2026-05-25 | Open |
VLO Valero Energy Corporation Energy | May 18–25 | -6.2% | 2026-05-25 | Open |
AKAM Akamai Technologies, Inc. Technology | May 18–25 | -1.7% | 2026-05-25 | Open |
Weekly rating moves
Rating moves
Upgrades and downgrades captured for the week.
Snapshot — week of 2026-05-26
- TSM8.5Taiwan Semiconductor Manufacturing Company Limited · Technology
- MU8.3Micron Technology, Inc. · Technology
- MNST8.3Monster Beverage Corporation · Consumer Defensive
- APP8.2AppLovin Corporation · Technology
- AGYS8.2Agilysys, Inc. · Technology
- V8.0Visa Inc. · Financial Services
- FICO8.0Fair Isaac Corporation · Technology
- AMZN8.0Amazon.com, Inc. · Consumer Cyclical
- INOD8.0Innodata Inc. · Technology
- NTES8.0NetEase, Inc. · Technology
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Latest quant strategy test
Regime-Adaptive Relative Momentum on Top 100 Most Traded U.S. Stocks
REGIME_ADAPTIVE_RELATIVE_MOMENTUMregime-adaptiverelative-momentumtop-100liquid-us-stocks2020-01-01..2025-10-08
- Sharpe
- 1.08
- Total return
- +46.4%
- Max drawdown
- -13.2%
- Volatility
- +7.5%
Regime-Adaptive Relative Momentum on Top 100 Most Traded U.S. Stocks — strategy card Spec ID: spec-regime-adaptive-relative-momentum-top100-us-stocks-1779642517 · Generated: 2026-05-24 17:34 UTC One-line description…
Latest run — May 24, 2026. Research artifact, not live performance.
Recently added
- Time-Series Momentum w/ Trend Filter + Volatility/Drawdown Crash Protection (US Stocks)Sharpe 0.73·+65.5%