AI Stock Picks — S&P 500

Thursday, August 20, 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 15.9

The index is showing a clear rotation out of mega-cap tech/growth (Meta, AVGO, Nvidia, Microsoft, Panw, Crowdstrike all down over the past 5 days) and into energy, healthcare/pharma, and select financials, many of which are trading within a few percent of their 52-week highs on sustained 5-day and 30-day gains. Crude-linked energy names and large-cap pharma/biotech show the broadest, most consistent multi-window strength, suggesting a defensive-cyclical rotation rather than a broad risk-on rally.

Energy sector breakout: oil & gas majors and refiners (EOG, COP, VLO, MPC, PSX, XOM, FANG) near 52-week highs on sustained 5d/30d gainsPharma/biotech pipeline strength: large-cap drugmakers (MRK, LLY, JNJ, ABBV, AMGN, VRTX, REGN) and diagnostics/tools names (TMO, IQV, LH, DXCM, CRL) trading near highsMega-cap tech/growth rotation lower: Meta, Nvidia, Broadcom, Microsoft, CrowdStrike, Palo Alto all showing 5-day weakness even where 30-day trend is still positive

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 3
0%
80 · 708.5%
708.5% / 60%
0 of 20
RankStockActionSizeEntry → TargetNotes
#1 VRTX SKIP — $543.67 → $570.85
stop $503.44
 Position cap reached — 80 of 20 slots in use.
#2 ABBV SKIP — $264.39 → $277.61
stop $246.41
 Position cap reached — 80 of 20 slots in use.
#3 EOG SKIP — $153.15 → $160.81
stop $141.66
 Position cap reached — 80 of 20 slots in use.

Already open: MTB (to Aug 20), CSX (to Aug 22), WAB (to Aug 22), CSX (to Aug 22), JPM (to Aug 23), UNP (to Aug 23), CB (to Aug 24), JPM (to Aug 24), JPM (to Aug 26), CB (to Aug 27), JPM (to Aug 27), RTX (to Aug 27) … and 68 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
9 picks
Blaze
6 picks
Nova
3 picks
Orion
4 picks
Quinn
8 picks

3 Stock Picks

Diversification filter applied: 2 picks removed due to high same-sector price correlation with a higher-ranked pick (COP, XOM), avoiding concentrated sector exposure.
#1 VRTXVertex Pharmaceuticals Incorporated
4/5 Agents Agree  Risk 4/10  ⚠ Conflicting Signals
Strong conviction · 72%

Vertex is a biotech company best known for its cystic fibrosis treatments and newer pain medications. The stock has surged over 13% in the past month, well ahead of the broader market, and its technical picture remains bullish. The key risk is that several company insiders have been steadily selling shares, and the pace of gains has slowed over the last week.

Stop-loss$503.44-7.4%
Today's price$543.67
Target$570.85+5.0%
If you invested $1,000
▲$1,050 if the target hits (+5.0%)
▼$926 if the stop-loss is hit (-7.4%)
The AI puts the chance of the win case at 72%. 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 ($543.67) sits just 1.4% below the upper Bollinger Band ($551.10), leaving little technical room even though RSI at 66.6 is framed as 'not overbought'.
  • Momentum is actually decelerating: the 30-day history shows recent 5-day momentum of only 2.06%, a fraction of the 13.12% 30-day return, meaning most of the move already happened before this window.
Show the detailed analysis

Calibrated probability: 72% (raw model estimate: 67%) — adjusted using the accuracy of past resolved picks.

Trade math

0.7:1
60%
+0.9%
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
75%
Very High
Blaze
68%
High
Nova
—
—
5-day momentum is only mildly positive (+2%), a weaker signal than the selected pharma/energy candidates.
Orion
66%
High
Quinn
60%
Medium

Data Sources

Yahoo FinanceFinvizMarketWatchSeeking Alpha
#2 ABBVAbbVie Inc.
4/5 Agents Agree  Risk 5/10  ⚠ Conflicting Signals
Strong conviction · 72%

AbbVie is a major pharmaceutical company known for immunology and cancer drugs. Its share price has climbed steadily over the past month and is outpacing the broader market, with healthy (not overbought) technical readings supporting further upside. The main risk is that a company executive recently sold a large block of stock, and any market-wide pullback could stall the trend.

Stop-loss$246.41-6.8%
Today's price$264.39
Target$277.61+5.0%
If you invested $1,000
▲$1,050 if the target hits (+5.0%)
▼$932 if the stop-loss is hit (-6.8%)
The AI puts the chance of the win case at 72%. 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
  • Nearly the entire 30-day gain came in the last 5 days (+4.15% of the +4.24% total), meaning the stock was essentially flat for 25 days before a sharp late spike — more consistent with a short-term pop than a steady accelerating trend.
  • Price ($264.39) is within $3.37 of the upper Bollinger Band ($267.76) and just 1.15% off its 52-week high, leaving thin headroom before hitting resistance.
Show the detailed analysis

Calibrated probability: 72% (raw model estimate: 64%) — adjusted using the accuracy of past resolved picks.

Trade math

0.7:1
58%
+0.8%
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
—
—
Only a thin 1.15% earnings surprise and no guidance detail in the filing, a weaker catalyst than peers in this group.
Nova
56%
Medium
Orion
66%
High
Quinn
60%
Medium

Data Sources

Yahoo FinanceFinvizMarketWatchSeeking Alpha
#3 EOGEOG Resources, Inc.
4/5 Agents Agree  Risk 5/10  ⚠ Conflicting Signals
Strong conviction · 72%

EOG Resources is an oil and gas exploration company benefiting from the current rotation of investor money into energy stocks. Its price is climbing steadily and beating the broader market by a solid margin, with technical indicators lining up bullishly. The main risk is that energy stocks rise and fall with the price of oil, which can shift quickly on world events.

Stop-loss$141.66-7.5%
Today's price$153.15
Target$160.81+5.0%
If you invested $1,000
▲$1,050 if the target hits (+5.0%)
▼$925 if the stop-loss is hit (-7.5%)
The AI puts the chance of the win case at 72%. 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 ($153.15) is literally touching the upper Bollinger Band ($153.16) and sits just 0.34% below its 52-week high, meaning the stock has essentially zero technical headroom left, not 'room to run'.
  • The framing of the +8.30% 5-day move as accelerating momentum ignores that a near-vertical spike compressed into an already 8.55%-extended 30-day uptrend is also the classic signature of a parabolic move prone to mean reversion.
Show the detailed analysis

Calibrated probability: 72% (raw model estimate: 65%) — adjusted using the accuracy of past resolved picks.

Trade math

0.7:1
60%
+0.6%
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
75%
Very High
Blaze
—
—
Earnings beat was small and already over two weeks old with no fresh guidance detail; less compelling than other energy names considered.
Nova
56%
Medium
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 19, 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 19, 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.

  • MRKMerck & Co., Inc.Already held
    Scout: Up over 20% in 30 days and 10.8% in the last 5, sitting just ~2% below its 52-week high — one of the strongest sustained moves in the index.
    Already held: a position opened 2026-08-19 runs until 2026-09-18 (29 day(s) left). Re-picking it would concentrate the portfolio, not diversify it.
  • LLYEli Lilly and CompanyAlready held
    Scout: Steady 10% 30-day gain with continued 5-day strength, trading just ~2% off its 52-week high.
    Already held: a position opened 2026-08-11 runs until 2026-09-10 (22 day(s) left). Re-picking it would concentrate the portfolio, not diversify it.
  • JNJJohnson & JohnsonAlready held
    Scout: Consistent uptrend across both windows and only ~2% below its 52-week high, showing durable large-cap pharma demand.
    Already held: a position opened 2026-08-18 runs until 2026-09-17 (28 day(s) left). Re-picking it would concentrate the portfolio, not diversify it.
  • ABBVAbbVie Inc.Picked #2
    Scout: 5-day return outpacing the 30-day return signals accelerating momentum while the stock sits just over 1% from its high.
    Made the final report at #2.
  • AMGNAmgen Inc.Already held
    Scout: Nearly 20% 30-day gain with continued 5-day upside, close to its 52-week high.
    Already held: a position opened 2026-08-19 runs until 2026-09-18 (30 day(s) left). Re-picking it would concentrate the portfolio, not diversify it.
  • VRTXVertex Pharmaceuticals IncorporatedPicked #1
    Scout: Strong 13% 30-day and 5.3% 5-day gains with the stock only ~2% below its high.
    Made the final report at #1.
  • REGNRegeneron Pharmaceuticals, Inc.Passed over
    Scout: 24% 30-day rally that hasn't stalled, trading about 1% from its 52-week high.
    Aria: Passed the initial screen but RSI is extremely overbought (78.8) after a 24% monthly surge, and the 50-day average is still below the 200-day average, a structural warning that the longer-term trend hasn't confirmed the recent spike.
    Blaze: Extremely overbought (RSI ~79) after a 24% one-month run driven by a huge earnings beat — most of the near-term upside looks already captured.
    Nova: RSI at 78.84 signals an overbought, extended move (+24% in 30 days) with no confirmed catalyst — high risk of a pullback.
    Orion: Sector-aligned and near its high, but an extreme one-day spike (RSI near 79, up ~24% in a single session) signals overbought conditions with high pullback risk.
    Quinn: RSI14 at 78.8 is in overbought territory, which triggers a breakout-exhaustion penalty and pulls the probability estimate below the selected picks.
  • TMOThermo Fisher Scientific Inc.Dropped at merge
    Scout: 18% 30-day advance with continued 5-day strength and proximity (under 4%) to its 52-week high, reflecting broad life-science tools demand.
    Qualified on merit but ranked #9, outside the 5-pick limit for this run.
  • IQVIQVIA Holdings Inc.Already held
    Scout: One of the strongest healthcare movers, up 25% over 30 days and still rising, just 0.3% from its 52-week high.
    Already held: a position opened 2026-08-19 runs until 2026-09-18 (29 day(s) left). Re-picking it would concentrate the portfolio, not diversify it.
  • LHLabcorp Holdings Inc.Dropped at merge
    Scout: 18% 30-day gain with continued 5-day momentum and less than 1% from its 52-week high.
    Qualified on merit but ranked #8, outside the 5-pick limit for this run.
  • DXCMDexCom, Inc.Already held
    Scout: Nearly 20% 30-day gain and only 1.5% below its 52-week high despite a flat last 5 days.
    Already held: a position opened 2026-08-12 runs until 2026-09-11 (23 day(s) left). Re-picking it would concentrate the portfolio, not diversify it.
  • CRLCharles River Laboratories International, Inc.Dropped at merge
    Scout: One of the strongest moves in the index at +33% over 30 days, still climbing over the last 5 and sitting just 0.6% from its 52-week high.
    Qualified on merit but ranked #7, outside the 5-pick limit for this run.
  • EOGEOG Resources, Inc.Picked #3
    Scout: Energy strength across both windows (+8.5% 30d, +8.3% 5d) with the stock essentially at its 52-week high.
    Made the final report at #3.
  • COPConocoPhillipsDiversification filter
    Scout: Broad-based energy rally: +16.8% 30-day and accelerating +8.5% over the last 5 days, just 0.6% from its high.
    Dropped by diversification filter: 0.88 30-day daily-return correlation with EOG (both in Energy).
  • VLOValero Energy CorporationAlready held
    Scout: Refiner strength with a 12% 30-day gain and less than 1% from its 52-week high.
    Already held: a position opened 2026-08-18 runs until 2026-09-17 (28 day(s) left). Re-picking it would concentrate the portfolio, not diversify it.
  • MPCMarathon Petroleum CorporationAlready held
    Scout: 16% 30-day advance with continued 5-day gains, trading within 0.5% of its 52-week high.
    Already held: a position opened 2026-08-14 runs until 2026-09-13 (25 day(s) left). Re-picking it would concentrate the portfolio, not diversify it.
  • PSXPhillips 66Already held
    Scout: Nearly 18% 30-day gain and accelerating 5.8% over the last 5 days, essentially at its 52-week high.
    Already held: a position opened 2026-08-17 runs until 2026-09-16 (27 day(s) left). Re-picking it would concentrate the portfolio, not diversify it.
  • XOMExxonMobil Holdings CorporationDiversification filter
    Scout: Broad energy-majors strength with a 13% 30-day gain and continued 5-day upside.
    Dropped by diversification filter: 0.78 30-day daily-return correlation with EOG (both in Energy).
  • FANGDiamondback Energy, Inc.Already held
    Scout: 10% 30-day gain accelerating to 7.7% over the last 5 days, under 1% from its 52-week high.
    Already held: a position opened 2026-08-19 runs until 2026-09-18 (30 day(s) left). Re-picking it would concentrate the portfolio, not diversify it.
  • TRGPTarga Resources Corp.Already held
    Scout: Sharp recent acceleration — 13.3% over just the last 5 days — while trading near its 52-week high.
    Already held: a position opened 2026-08-18 runs until 2026-09-17 (28 day(s) left). Re-picking it would concentrate the portfolio, not diversify it.
  • KOThe Coca-Cola CompanyDropped at merge
    Scout: Steady defensive momentum, up nearly 11% over 30 days and trading essentially at its 52-week high.
    Qualified on merit but ranked #6, outside the 5-pick limit for this run.
  • SCHWThe Charles Schwab CorporationAlready held
    Scout: 8% 30-day gain with the stock only about 1% from its 52-week high, reflecting brokerage/financial sector strength.
    Already held: a position opened 2026-08-18 runs until 2026-09-17 (28 day(s) left). Re-picking it would concentrate the portfolio, not diversify it.
  • JPMJPMorgan Chase & Co.Already held
    Scout: 5% 30-day gain with the stock trading close to its 52-week high, anchoring the financials theme.
    Already held: a position opened 2026-07-28 runs until 2026-08-27 (8 day(s) left). Re-picking it would concentrate the portfolio, not diversify it.
  • MAMastercard IncorporatedDropped at merge
    Scout: Consistent 5% 30-day gain, trading within 4.4% of its 52-week high.
    Qualified on merit but ranked #10, outside the 5-pick limit for this run.
  • FCXFreeport-McMoRan Inc.Already held
    Scout: Copper-linked strength, up nearly 17% over 30 days and within 5% of its 52-week high.
    Already held: a position opened 2026-08-06 runs until 2026-09-05 (17 day(s) left). Re-picking it would concentrate the portfolio, not diversify it.
  • NEMNewmont CorporationDropped at merge
    Scout: Outsized gold-miner rally (+41% 30d, +10.4% 5d) with continued momentum, though the magnitude of the move warrants a tighter risk watch.
    Only Aria selected this stock — single-agent picks require Very High confidence and at least 70% probability (this pick: Medium, 60% raw (72% after calibration)).
  • RTXRTX CorporationAlready held
    Scout: Defense-sector strength with a 13% 30-day gain and the stock trading just ~3% from its 52-week high.
    Already held: a position opened 2026-07-28 runs until 2026-08-27 (8 day(s) left). Re-picking it would concentrate the portfolio, not diversify it.
  • DEDeere & CompanyPassed over
    Scout: Steady 6% 30-day gain with continued 5-day upside, reasonably close (under 8%) to its 52-week high.
    Aria: 5-day momentum is negative (-2.6%), likely reacting to today's earnings report, failing the momentum screen.
    Blaze: Earnings were released the same day as this analysis and the stock already jumped over 6% on the news — much of the catalyst looks already priced in.
    Nova: 5-day momentum has turned negative and the stock reports earnings today, adding same-day binary event risk on top of bearish technicals.
    Orion: Farm equipment/industrials isn't one of the sectors benefiting from the current rotation, and the stock reports earnings today, adding event risk outside this framework.
    Quinn: MACD histogram is negative, volume is diverging from price, and RSI is neutral — none of the momentum, mean-reversion, or breakout conditions were met.

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.