AI Stock Picks — S&P 500

Tuesday, August 18, 2026  ·  Five AI analysts screened this index for stocks with the best shot at gaining +5% within 30 days

Today's Market Mood

Neutral  Normal choppiness · VIX 15.8

Breadth is rotating away from mega-cap tech, several of which (Meta, Alphabet, Apple, Netflix) show meaningful 30-day weakness, toward energy, healthcare, financials, and defense names that are trading near their 52-week highs with steady 5- and 30-day gains. This bifurcated tape favors selective, sector-specific momentum plays over broad index exposure.

Rotation out of mega-cap tech into cyclical value (energy, financials, industrials)Refining and E&P names showing multi-week strength and proximity to highs on firm crack spreads/crudeHealthcare and biotech (medtech, pharma, CROs) posting broad sustained momentumDefense and aerospace names holding near highs amid steady order/backlog momentum

Today's Actionable List

Which of today's picks to actually take, and at what size, given what you are already holding. Each pick's own Suggested Allocation sizes it in isolation; this table applies the portfolio limits — at most 20 open positions and 60% of the portfolio committed in total. Run with --capital 25000 to see these sizes as order amounts rather than percentages.

0 of 4
0%
72 · 645%
645% / 60%
0 of 20
RankStockActionSizeEntry → TargetNotes
#1 JNJ SKIP — $268.86 → $282.39
stop $252.19
 Position cap reached — 72 of 20 slots in use.
#2 TRGP SKIP — $296.81 → $312.32
stop $274.25
 Position cap reached — 72 of 20 slots in use.
#3 VLO SKIP — $348.03 → $366.25
stop $320.19
 Position cap reached — 72 of 20 slots in use.
#4 SCHW SKIP — $111.72 → $117.32
stop $104.90
 Position cap reached — 72 of 20 slots in use.

Already open: USB (to Aug 18), USB (to Aug 19), MTB (to Aug 20), CSX (to Aug 22), WAB (to Aug 22), CSX (to Aug 22), HON (to Aug 22), DGX (to Aug 23), HON (to Aug 23), JPM (to Aug 23), UNP (to Aug 23), CB (to Aug 24) … and 60 more. Symbols you already hold were excluded from this run's candidates rather than re-picked.

Position-sizing guidance only — half-Kelly per pick, bounded by the limits above. Not personal investment advice.

Behind the scenes: how each AI analyst did
Aria
13 picks
Blaze
14 picks
Nova
3 picks
Orion
7 picks
Quinn
10 picks

4 Stock Picks

Diversification filter applied: 1 pick removed due to high same-sector price correlation with a higher-ranked pick (CVX), avoiding concentrated sector exposure.
#1 JNJJohnson & Johnson
4/5 Agents Agree  Risk 4/10  ⚠ Conflicting Signals
Strong conviction · 73%

Johnson & Johnson is a giant, diversified healthcare company selling pharmaceuticals and medical devices. Its stock is in a steady uptrend, comfortably beating the broader market, with technical readings that look healthy rather than stretched. The main risks are notable insider selling, including by the CEO, and the fact that as a defensive mega-cap its upside may be more limited than faster-moving names.

Stop-loss$252.19-6.2%
Today's price$268.86
Target$282.39+5.0%
Agents estimate: $282.48 (+0.0% vs target)
If you invested $1,000
▲$1,050 if the target hits (+5.0%)
▼$938 if the stop-loss is hit (-6.2%)
The AI puts the chance of the win case at 73%. Not a guarantee — always set the stop-loss.

Why the AI likes it

What could go wrong

⚔ The Skeptic's View — Sage, the Devil's Advocate
  • Price is pinned at the upper Bollinger Band ($268.96 vs. close $268.86), leaving little room to extend without a pullback or consolidation first.
Show the detailed analysis

Calibrated probability: 73% (raw model estimate: 64%) — adjusted using the accuracy of past resolved picks.

Trade math

0.8:1
55%
+1.0%
8.5%

Suggested allocation is half-Kelly sizing guidance capped at 10% — not personal investment advice. Allocations are scaled to 85% of half-Kelly for the current market regime.

What each AI analyst estimated

Aria
72%
Very High
Blaze
57%
Medium
Nova
—
—
No recent company-specific catalyst found despite steady gains.
Orion
66%
High
Quinn
60%
Medium

Data Sources

Yahoo FinanceFinvizMarketWatchSeeking Alpha
#2 TRGPTarga Resources Corp.
4/5 Agents Agree  Risk 4/10  ⚠ Conflicting Signals
Strong conviction · 73%

Targa Resources gathers, processes, and transports natural gas and natural gas liquids, benefiting from the current rotation of investor money into energy names. The stock's momentum has been accelerating over the past week and its technical picture is healthy. The main risk is that its lead over the broader market is only modest, and energy stocks can move quickly on commodity price swings.

Stop-loss$274.25-7.6%
Today's price$296.81
Target$312.32+5.2%
Agents estimate: $312.99 (+0.2% vs target)
If you invested $1,000
▲$1,052 if the target hits (+5.2%)
▼$924 if the stop-loss is hit (-7.6%)
The AI puts the chance of the win case at 73%. Not a guarantee — always set the stop-loss.

Why the AI likes it

What could go wrong

⚔ The Skeptic's View — Sage, the Devil's Advocate
  • RSI at 67.41 is approaching overbought territory even though the bull case calls it 'healthy,' and the 5-day move of +4.61% has run well ahead of the 30-day trend of +5.12%, raising the risk of a near-term stall.
  • Price ($296.81) is already above the upper Bollinger Band ($291.90), a classic sign of an extended, potentially mean-reverting move rather than fresh room to run.
Show the detailed analysis

Calibrated probability: 73% (raw model estimate: 69%) — adjusted using the accuracy of past resolved picks.

Trade math

0.7:1
59%
+1.3%
8.5%

Suggested allocation is half-Kelly sizing guidance capped at 10% — not personal investment advice. Allocations are scaled to 85% of half-Kelly for the current market regime.

What each AI analyst estimated

Aria
72%
Very High
Blaze
79%
Very High
Nova
—
—
Orion
66%
High
Quinn
60%
Medium

Data Sources

Yahoo FinanceFinvizMarketWatchSeeking Alpha
#3 VLOValero Energy Corporation
4/5 Agents Agree  Risk 4/10  ⚠ Conflicting Signals
Strong conviction · 73%

Valero is one of the largest oil refiners in the world, turning crude oil into gasoline, diesel, and other fuels. It just posted a massive earnings jump, with profit up more than fivefold from a year ago, and its balance sheet is in strong shape with low debt. The main risk is that refining profits are cyclical and the stock has already climbed sharply, leaving less room for further quick gains.

Stop-loss$320.19-8.0%
Today's price$348.03
Target$366.25+5.2%
Agents estimate: $367.07 (+0.2% vs target)
If you invested $1,000
▲$1,052 if the target hits (+5.2%)
▼$920 if the stop-loss is hit (-8.0%)
The AI puts the chance of the win case at 73%. Not a guarantee — always set the stop-loss.

Why the AI likes it

What could go wrong

⚔ The Skeptic's View — Sage, the Devil's Advocate
  • RSI at 74.92 is firmly in overbought territory, not the 'strong momentum' framing suggests, and price ($348.03) is trading above the upper Bollinger Band ($343.86), both classic exhaustion signals after an 11% one-month run.
  • The 5-day return of 10.43% accounts for the vast majority of the 30-day gain of 11.06%, indicating the move is a recent spike rather than a steady uptrend, increasing the odds of a sharp reversion.
Show the detailed analysis

Calibrated probability: 73% (raw model estimate: 66%) — adjusted using the accuracy of past resolved picks.

Trade math

0.7:1
60%
+0.7%
8.5%

Suggested allocation is half-Kelly sizing guidance capped at 10% — not personal investment advice. Allocations are scaled to 85% of half-Kelly for the current market regime.

What each AI analyst estimated

Aria
65%
High
Blaze
73%
Very High
Nova
—
—
Despite an 11% monthly gain, the news search turned up no company-specific catalyst, only generic market headlines.
Orion
66%
High
Quinn
60%
Medium

Data Sources

Yahoo FinanceFinvizMarketWatchSeeking Alpha
#4 SCHWThe Charles Schwab Corporation
4/5 Agents Agree  Risk 5/10
Strong conviction · 73%

Charles Schwab is a large brokerage and wealth management firm. It has a solid history of beating earnings expectations and its stock is trading right near its 52-week high, reflecting investor confidence. The main risk is that the stock looks quite overbought after its run, and members of the Schwab family and other executives have been selling shares steadily.

Stop-loss$104.90-6.1%
Today's price$111.72
Target$117.32+5.0%
Agents estimate: $117.35 (+0.0% vs target)
If you invested $1,000
▲$1,050 if the target hits (+5.0%)
▼$939 if the stop-loss is hit (-6.1%)
The AI puts the chance of the win case at 73%. Not a guarantee — always set the stop-loss.

Why the AI likes it

What could go wrong

⚔ The Skeptic's View — Sage, the Devil's Advocate
  • RSI at 76.87 is deeply overbought, undercutting the 'steady upward momentum' framing and increasing the odds of a near-term pullback rather than continuation.
  • Price ($111.72) is trading above the upper Bollinger Band ($112.58 vs. the close), signaling the stock is statistically stretched at the very moment the thesis calls for further gains.
Show the detailed analysis

Calibrated probability: 73% (raw model estimate: 61%) — adjusted using the accuracy of past resolved picks.

Trade math

0.8:1
55%
+0.7%
8.5%

Suggested allocation is half-Kelly sizing guidance capped at 10% — not personal investment advice. Allocations are scaled to 85% of half-Kelly for the current market regime.

What each AI analyst estimated

Aria
55%
Medium
Blaze
63%
High
Nova
—
—
No company-specific catalyst found, and RSI near 77 shows the stock is already overbought.
Orion
66%
High
Quinn
60%
Medium

Data Sources

Yahoo FinanceFinvizMarketWatchSeeking Alpha

Retail Investor Execution Guide

This report identifies stocks with an AI-assessed probability of gaining +5% within 30 calendar days (target exit by September 17, 2026). Picks are ranked by how many independent AI agents agreed — more agreement means higher conviction. The guide below tells you exactly how to act on them.

Step-by-Step Action Plan

  1. Act within one trading day. Prices are freshest now. The longer you wait, the more the entry price drifts away from what the agents analysed.
  2. Verify the entry price. Check the live price before buying. If a stock has already moved more than 3% above the Current Price shown in the report, skip it or wait for a pullback — the risk/reward has shifted.
  3. Use limit orders, not market orders. Set your buy limit at or below the Current Price shown. Chasing with a market order gives brokers and algorithms an advantage over you.
  4. Set your stop-loss immediately after buying. Use the Max Downside % on each pick card as your hard exit level. If the price falls to that level, sell without hesitation — the trade thesis is broken.
  5. Set a take-profit at the Target Price. Place a limit sell order at the Target Price shown. When it fills, the trade is done — resist the urge to hold for more.
  6. Exit all positions by September 17, 2026. This is your hard deadline. If a stock has not hit its target by then, exit anyway. Holding past the window turns a short-term trade into an unsupervised long-term position.
  7. Never add to a losing position. If your stop-loss is hit, exit completely. Averaging down turns a small, controlled loss into a potentially large one.

Position Sizing by Conviction Tier

Size each position according to the coloured border on its pick card. Cap your total exposure across all picks from this report at 25% of your overall trading budget.

Agents Agreeing What It Means Max Allocation Per Pick
5/5 Highest conviction — all five independent analytical checks passed Up to 10%
4/5 Very high conviction — four of five independent checks aligned Up to 8%
3/5 High conviction — three agents independently agreed Up to 6%
2/5 Moderate conviction — two agents independently agreed Up to 4%
1 Agent Speculative — solo pick, admitted only at Very High confidence Up to 2%

The Three Exit Rules

These picks are generated by AI agents for informational and educational purposes only. They do not constitute financial advice or a recommendation to buy or sell any security. Probability estimates reflect the agents' analytical models — they are not guarantees of any outcome. Past results are not indicative of future performance. Markets can and do move against even well-researched trades. Always conduct your own research, and consider seeking advice from a licensed financial adviser before placing any orders. Never invest money you cannot afford to lose.

Understanding the Numbers

A plain-English guide to every figure shown on each pick card — what it means, how it is calculated, and what a good or bad value looks like.

AI Conviction Meter
Estimated probability of hitting the target, shown as a 5-bar gauge
The filled bars and label translate the AI's probability estimate into plain language: 75%+ is Very strong, 60–74% Strong, 50–59% Moderate, below 50% Cautious. Where enough past picks have been resolved, the probability is calibrated against the AI's real track record.
e.g. "Moderate conviction · 58%" — the AI thinks this trade works slightly more often than a coin flip.
✓ More filled bars = more confidence — but even Very strong picks fail sometimes; always size positions accordingly.
If You Invested $1,000
$1,000 × (1 + Target Gain ÷ 100)  /  $1,000 × (1 + Max Downside ÷ 100)
The same Target Gain and Max Downside percentages expressed in concrete money terms for a $1,000 position — what you'd have if the target hits versus if your stop-loss is triggered.
e.g. +10% target and −12.3% stop → $1,100 on a win, $877 on a stopped-out loss.
✓ Scales linearly — a $500 position sees half these amounts, a $2,000 position double.
Current Price
Market price at time of analysis
The stock's price when this report was generated. All other figures on the card are calculated from this reference point.
e.g. $215.20 — check the live price before placing an order; if it has moved more than ~3%, re-evaluate the risk/reward.
✓ No positive/negative distinction — it is simply your cost basis.
Target Price
Current Price × (1 + Target Gain ÷ 100)
The price the agents project the stock could reach within the time window. This is your take-profit level — place a limit sell order here after buying.
e.g. $215.20 × 1.085 = $233.49 target on an 8.5% pick.
✓ Always above Current Price — this tool only selects upside candidates.
Target Gain
(Target Price − Current Price) ÷ Current Price × 100
The percentage return you would earn if the stock hits its Target Price from your entry. Set by the run parameters — every pick in this report targets the same percentage.
e.g. +8.5% means a $100 stock has a $108.50 target; a $500 stock has a $542.50 target.
✓ Always positive — picks are upside-only. A larger % means a bigger move is required.
Max Downside
Estimated stop-loss level, as % below entry
The worst-case loss the agents estimated if the thesis fails — based on key support levels and recent volatility. Use this as your hard stop-loss. If the price falls to this level, exit immediately; the trade thesis is broken.
e.g. −12.0% means: if you bought at $100, sell if it drops to $88.00.
⚠ Always negative. A smaller magnitude (e.g. −5%) = tighter risk. A larger magnitude (e.g. −20%) = more room to fall before you exit — riskier.
Reward : Risk
Target Gain ÷ |Max Downside|
How much you could gain for every dollar you are risking. A ratio of 2.0:1 means you stand to make $2 for every $1 at risk. Higher is better.
e.g. 8.5% gain ÷ 12% downside = 0.7:1 (unfavourable). 10% gain ÷ 5% downside = 2.0:1 (good).
✓ ≥ 2.0:1 is strong. ⚠ < 1.0:1 means you are risking more than you could gain — approach with caution.
Breakeven Win Rate
|Max Downside| ÷ (Target Gain + |Max Downside|) × 100
The minimum percentage of trades at this reward:risk that must succeed for you to break even over time — regardless of how good your stock picking is.
e.g. 12 ÷ (8.5 + 12) = 59% — you need roughly 6 in 10 trades to win just to avoid losing money.
✓ Lower is better — ≤ 35% means even a poor win rate is survivable. ⚠ ≥ 55% means you need most trades to work out.
Expected Value
(Probability% × Target Gain%) + ((1 − Probability%) × Max Downside%)
The average return per trade if the AI's probability estimate is accurate over many similar trades. A positive Expected Value means the trade has a mathematical edge; a negative value means the math works against you on average, even if you sometimes win.
e.g. 65% × +8.5% + 35% × −12% = +1.3% EV. Over 100 similar trades you would expect an average gain of 1.3% per trade.
✓ Positive = edge in your favour over many trades. ⚠ Negative = the math loses money on average — even if individual wins feel good. Note: EV is only as reliable as the probability estimate.
Suggested Allocation
half-Kelly: (Probability ÷ |Max Downside| − (1 − Probability) ÷ Target Gain) ÷ 2, capped at 10%
The Kelly criterion computes the portfolio fraction that maximises long-run growth for a bet with these odds; half-Kelly is the standard hedge against the probability estimate being too optimistic. Uses the calibrated probability where available. 0% means the math sees no edge worth sizing; — means it couldn't be computed.
e.g. 57% probability, +10% target, −13% downside → Kelly ≈ 8.5% of portfolio, half-Kelly ≈ 4.2%.
Generic sizing guidance only — not personal investment advice. Position sizing must reflect your own portfolio, risk tolerance and circumstances.
Every stock Scout considered — and why each was discarded

Scout scanned 503 S&P 500 constituents and short-listed 28 candidates for deep analysis by the five analysts. Here is what happened to each one.

  • MPCMarathon Petroleum CorporationAlready held
    Scout: Strong 5-day (+13.2%) and 30-day (+15.0%) gains, trading just below its 52-week high on robust refining margins.
    Already held: a position opened 2026-08-14 runs until 2026-09-13 (27 day(s) left). Re-picking it would concentrate the portfolio, not diversify it.
  • VLOValero Energy CorporationPicked #3
    Scout: Refiner momentum with +10.5% over 5 days and +11.1% over 30 days, less than 1% off its high.
    Made the final report at #3.
  • PSXPhillips 66Already held
    Scout: Sustained refining-sector strength (+11.8% 5-day, +15.4% 30-day) trading near its 52-week high.
    Already held: a position opened 2026-08-17 runs until 2026-09-16 (29 day(s) left). Re-picking it would concentrate the portfolio, not diversify it.
  • EXPEExpedia Group, Inc.Already held
    Scout: Travel demand momentum with a 22.8% 30-day gain and price sitting near its 52-week high.
    Already held: a position opened 2026-08-13 runs until 2026-09-12 (26 day(s) left). Re-picking it would concentrate the portfolio, not diversify it.
  • DXCMDexCom, Inc.Already held
    Scout: Medtech momentum accelerating (+18.9% 5-day, +20.4% 30-day) and essentially at its 52-week high.
    Already held: a position opened 2026-08-12 runs until 2026-09-11 (25 day(s) left). Re-picking it would concentrate the portfolio, not diversify it.
  • BDXBecton, Dickinson and CompanyAlready held
    Scout: Steady multi-week uptrend (+19.0% 30-day) trading within 2% of its 52-week high.
    Already held: a position opened 2026-08-13 runs until 2026-09-12 (26 day(s) left). Re-picking it would concentrate the portfolio, not diversify it.
  • CRLCharles River Laboratories International, Inc.Dropped at merge
    Scout: Sharp momentum (+29.9% 30-day) with the stock nearly at its 52-week high, signaling renewed confidence in the CRO business.
    Qualified on merit but ranked #7, outside the 5-pick limit for this run.
  • IQVIQVIA Holdings Inc.Dropped at merge
    Scout: Healthcare-services momentum with a 19.9% 30-day gain and price close to its 52-week high.
    Qualified on merit but ranked #8, outside the 5-pick limit for this run.
  • MRKMerck & Co., Inc.Already held
    Scout: Consistent pharma strength (+10.0% 30-day) trading essentially at its 52-week high.
    Already held: a position opened 2026-08-12 runs until 2026-09-11 (25 day(s) left). Re-picking it would concentrate the portfolio, not diversify it.
  • AMGNAmgen Inc.Already held
    Scout: Biotech momentum (+16.5% 30-day) with the stock within 1% of its 52-week high.
    Already held: a position opened 2026-08-10 runs until 2026-09-09 (23 day(s) left). Re-picking it would concentrate the portfolio, not diversify it.
  • REGNRegeneron Pharmaceuticals, Inc.Already held
    Scout: Strong sustained gain (+20.6% 30-day) trading right at its 52-week high.
    Already held: a position opened 2026-08-14 runs until 2026-09-13 (27 day(s) left). Re-picking it would concentrate the portfolio, not diversify it.
  • GPNGlobal Payments Inc.Already held
    Scout: Payments-sector momentum with +7.2% over 5 days and +12.1% over 30 days, near its 52-week high.
    Already held: a position opened 2026-08-17 runs until 2026-09-16 (29 day(s) left). Re-picking it would concentrate the portfolio, not diversify it.
  • SCHWThe Charles Schwab CorporationPicked #4
    Scout: Brokerage strength (+8.95% 30-day) trading essentially at its 52-week high.
    Made the final report at #4.
  • STTState Street CorporationAlready held
    Scout: Custody-bank momentum with steady 5-day and 30-day gains, just over 1% from its high.
    Already held: a position opened 2026-08-17 runs until 2026-09-16 (29 day(s) left). Re-picking it would concentrate the portfolio, not diversify it.
  • BNYThe Bank of New York Mellon CorporationDropped at merge
    Scout: Similar custody-bank strength, near its 52-week high with consistent short- and medium-term gains.
    Qualified on merit but ranked #10, outside the 5-pick limit for this run.
  • JNJJohnson & JohnsonPicked #1
    Scout: Defensive healthcare name showing renewed strength (+8.1% 30-day), within 2.2% of its high.
    Made the final report at #1.
  • TGTTarget CorporationDropped at merge
    Scout: Retail turnaround momentum building (+9.7% 30-day), trading close to its 52-week high.
    Only Quinn selected this stock — Quinn solo picks require High or Very High confidence and at least 60% probability (this pick: Medium, 60% raw (73% after calibration)).
  • MSIMotorola Solutions, Inc.Dropped at merge
    Scout: Public-safety tech demand driving a 14.1% 30-day gain with the stock near its high.
    Qualified on merit but ranked #9, outside the 5-pick limit for this run.
  • URIUnited Rentals, Inc.Liquidity filter
    Scout: Industrial-rental momentum (+13.3% 30-day) trading within 3% of its 52-week high.
    20-day average daily volume 498,650 shares is below the 500,000-share liquidity floor.
  • TRGPTarga Resources Corp.Picked #2
    Scout: Midstream energy strength with an 11.5% 5-day pop and the stock near its 52-week high.
    Made the final report at #2.
  • OKEONEOK, Inc.Dropped at merge
    Scout: Midstream momentum (+7.2% 5-day) trading essentially at its 52-week high.
    Qualified on merit but ranked #11, outside the 5-pick limit for this run.
  • CVXChevron CorporationDiversification filter
    Scout: Integrated energy strength (+4.9% 5-day, +7.7% 30-day) close to its 52-week high.
    Dropped by diversification filter: 0.76 30-day daily-return correlation with TRGP (both in Energy).
  • RTXRTX CorporationAlready held
    Scout: Aerospace/defense momentum with a 14.6% 30-day gain and the stock near its 52-week high.
    Already held: a position opened 2026-07-28 runs until 2026-08-27 (10 day(s) left). Re-picking it would concentrate the portfolio, not diversify it.
  • GDGeneral Dynamics CorporationDropped at merge
    Scout: Defense sector resilience, trading essentially at its 52-week high with a positive 30-day trend.
    Qualified on merit but ranked #12, outside the 5-pick limit for this run.
  • DELLDell Technologies Inc.Dropped at merge
    Scout: Hardware/AI infrastructure demand fueling a 24.3% 30-day gain, within 8% of its high.
    Reward-to-risk 0.38 is below the 0.50 minimum — a +5.35% target against a -14.2% stop.
  • HPEHewlett Packard Enterprise CompanyDropped at merge
    Scout: Server/AI infrastructure momentum (+27.1% 30-day) trading close to its 52-week high.
    Reward-to-risk 0.42 is below the 0.50 minimum — a +5.46% target against a -13.0% stop.
  • FANGDiamondback Energy, Inc.Dropped at merge
    Scout: E&P momentum (+4.7% 5-day, +6.6% 30-day) trading within 3% of its 52-week high.
    Qualified on merit but ranked #6, outside the 5-pick limit for this run.
  • COPConocoPhillipsAlready held
    Scout: Steady E&P strength (+5.0% 5-day, +11.6% 30-day) near its 52-week high.
    Already held: a position opened 2026-08-17 runs until 2026-09-16 (29 day(s) left). Re-picking it would concentrate the portfolio, not diversify it.

Agent Analytical Approaches

Aria

Momentum & Technical

Checks 30-day price history for every candidate before making any selection. Requires positive period return and positive 5-day momentum as mandatory gates. Ranks picks by proximity to their period high and adjusts probability based on volume. Uses news only to rule out major negative catalysts.

Blaze

Fundamental & Earnings

Searches earnings results, analyst upgrades, and revenue trends before checking price data. Requires at least one verifiable fundamental catalyst — earnings beat, analyst upgrade, or revenue acceleration — within the last 60 days. Favours stocks with strong fundamentals trading below recent highs (value entry).

Nova

News Catalyst & Event-Driven

Hunts for specific events within the last 21 days: FDA approvals, major contract wins, product launches, earnings surprises, or significant analyst upgrades. Requires a positive price reaction confirming the market is recognising the catalyst. Also scans for upcoming events that could drive further gains.

Orion

Macro & Sector Rotation

Maps the macroeconomic regime (risk-on / risk-off / neutral) and identifies sectors benefiting from current conditions before looking at individual stocks. Only selects stocks from macro-aligned sectors with confirmed sector tailwinds. Adjusts for interest rate sensitivity and geopolitical factors.

Sage

Devil's Advocate

Reviews the final picks after all four analysts agree and actively challenges each bull thesis. Searches for bearish technical signals, negative news, insider selling, and elevated short interest that the agreeing agents may have underweighted. Produces evidence-based counter-arguments shown on each pick card.

Quinn

Quantitative / Statistical

Pure-quant analyst: no news, no narrative, only numbers. Identifies mean-reversion setups from RSI extremes (<35) with momentum turning, Bollinger squeeze breakouts, and multi-factor quant scores using RSI, MACD, OBV, short interest, and insider transaction data. Counterbalances narrative bias across the four analyst agents.