Tracked names
20
Current June universe feeding the July refresh.
Turns the current June Upside Ranks dataset into an editor work queue: which names need fresh market data, which names need source work, and what to hit first before publishing July.
Current June universe feeding the July refresh.
Still needs fresh prices and re-score before publish.
Needs cleanup before it can survive reader fact-checking.
Must be fixed before any publication package.
| Name | Tiers | Priority | Status | Action |
|---|---|---|---|---|
ALMU Aeluma, Inc. | 2x, 5x | 55/100 | Ready for editor refresh | Update current price/market cap, re-score, and check whether the June thesis still earns its slot. |
SEI Solaris Energy Infrastructure, Inc. | 35%, 2x, 5x | 55/100 | Ready for editor refresh | Update current price/market cap, re-score, and check whether the June thesis still earns its slot. |
TER Teradyne, Inc. | 35%, 2x, 5x | 55/100 | Ready for editor refresh | Update current price/market cap, re-score, and check whether the June thesis still earns its slot. |
CRDO Credo Technology Group Holding Ltd | 35%, 2x, 5x | 50/100 | Ready for editor refresh | Update current price/market cap, re-score, and check whether the June thesis still earns its slot. |
AEHR Aehr Test Systems | 2x, 5x | 50/100 | Ready for editor refresh | Update current price/market cap, re-score, and check whether the June thesis still earns its slot. |
TSM Taiwan Semiconductor Manufacturing Company Limited | 35% | 30/100 | Ready for editor refresh | Update current price/market cap, re-score, and check whether the June thesis still earns its slot. |
DDOG Datadog, Inc. | 35%, 2x | 25/100 | Ready for editor refresh | Update current price/market cap, re-score, and check whether the June thesis still earns its slot. |
APLD Applied Digital Corporation | 35%, 2x, 5x | 20/100 | Ready for editor refresh | Update current price/market cap, re-score, and check whether the June thesis still earns its slot. |
AMKR Amkor Technology, Inc. | 35%, 2x, 5x | 20/100 | Ready for editor refresh | Update current price/market cap, re-score, and check whether the June thesis still earns its slot. |
LITE Lumentum Holdings Inc. | 35%, 2x | 20/100 | Ready for editor refresh | Update current price/market cap, re-score, and check whether the June thesis still earns its slot. |
NBIS Nebius Group N.V. | 35%, 2x | 20/100 | Ready for editor refresh | Update current price/market cap, re-score, and check whether the June thesis still earns its slot. |
AXTI AXT, Inc. | 5x | 5/100 | Ready for editor refresh | Update current price/market cap, re-score, and check whether the June thesis still earns its slot. |