TODAYMEMORY +5.3%SEMI EQUIPMENT +5.3%DC / NEOCLOUDS +5.3%OPTICAL +5.2%SEMI MATERIALS +4.9%PACKAGING +4.5%AI SOFTWARE -2.5%POWER GEN -3.5%
Composite Score history

Since we flagged it

Every Leadership Board edition we have published, with every name that appeared on it and what the price has done since. Complete and unedited.

What this page is — and is not

What it is

A factual record of Composite Scores we published. Each row shows the score, the price on publication day, the analyst target shown at the time, and the price now.

What it is not

Not recommendations, not “our picks”, and not a performance record. We publish no win rate and make no claim that a score predicted anything.

2 editions published27 ranked names listedEvery name shown — no selection

Edition 02 · published Jul 1, 2026

Complete edition — all 16 names
CompanyTierComposite Score thenThe 0–100 Composite Score this company recorded on the day this edition was published — analyst conviction, rating recency, valuation versus analyst targets, price trend, and the month’s move against its own sub-sector.The weighting between them is proprietary. We publish no win rate and make no claim a score predicted anything.Price thenTarget thenThe average of analysts’ 12-month price targets on the publication date.Analysts’ figures, not ours.Price nowChangeHow the price has moved between the publication date and the latest close. A factual record of what happened after we published, not a result we claim.Toward targetHow much of the gap between the price then and the analyst target then has since been covered. Over 100% means the price passed that target.Analysts’ figures, not ours.
AVGOBroadcomMega #188$371.40$442.00$402.10+8.3%43%
TSMTaiwan SemiconductorMega #285$226.90$288.00$248.40+9.5%35%
MUMicron TechnologyMega #382$168.20$198.00$174.60+3.8%21%
ASMLASML HoldingMega #479$921.50$1040.00$892.00-3.2%-25%
AMDAdvanced Micro DevicesMega #576$171.00$214.00$186.20+8.9%35%
ANETArista NetworksLarge #183$129.40$155.00$138.90+7.3%37%
AMATApplied MaterialsLarge #280$224.10$258.00$218.70-2.4%-16%
CIENCienaLarge #374$96.80$118.00$84.20-13.0%-59%
VRTVertiv HoldingsLarge #472$121.70$150.00$141.20+16.0%69%
ENTGEntegrisMid #181$118.90$140.00$112.50-5.4%-30%
ONTOOnto InnovationMid #277$181.20$219.00$196.40+8.4%40%
CRDOCredo TechnologyMid #375$71.30$94.00$88.70+24.4%77%
STRLSterling InfrastructureMid #470$196.40$226.00$204.80+4.3%28%
FORMFormFactorSmall #173$52.60$63.00$48.20-8.4%-42%
CAMTCamtekSmall #271$84.90$108.00$94.60+11.4%42%
ACLSAxcelis TechnologiesSmall #364$98.40$112.00$92.10-6.4%-46%

Edition 01 · published Jun 2, 2026

Complete edition — all 11 names
CompanyTierComposite Score thenThe 0–100 Composite Score this company recorded on the day this edition was published — analyst conviction, rating recency, valuation versus analyst targets, price trend, and the month’s move against its own sub-sector.The weighting between them is proprietary. We publish no win rate and make no claim a score predicted anything.Price thenTarget thenThe average of analysts’ 12-month price targets on the publication date.Analysts’ figures, not ours.Price nowChangeHow the price has moved between the publication date and the latest close. A factual record of what happened after we published, not a result we claim.Toward targetHow much of the gap between the price then and the analyst target then has since been covered. Over 100% means the price passed that target.Analysts’ figures, not ours.
AVGOBroadcomMega #184$342.00$410.00$402.10+17.6%88%
MUMicron TechnologyMega #283$141.80$176.00$174.60+23.1%96%
TSMTaiwan SemiconductorMega #380$208.30$262.00$248.40+19.3%75%
LRCXLam ResearchMega #475$104.60$122.00$118.40+13.2%79%
ANETArista NetworksLarge #179$118.20$144.00$138.90+17.5%80%
COHRCoherentLarge #276$102.40$128.00$88.90-13.2%-53%
AMATApplied MaterialsLarge #374$206.90$242.00$218.70+5.7%34%
ENTGEntegrisMid #178$109.40$134.00$112.50+2.8%13%
MODModine ManufacturingMid #272$96.10$124.00$118.00+22.8%78%
AAOIApplied OptoelectronicsSmall #169$31.80$42.00$22.40-29.6%-92%
FORMFormFactorSmall #267$47.90$61.00$48.20+0.6%2%

About the Composite Score history

Is this a track record?

No, and we are careful not to present it as one. These are scores we published on a given date, alongside what the price has done since. We do not claim the scores predicted anything, and we publish no win rate, hit rate or aggregate performance figure.

Why show names that fell?

Because showing only the ones that rose would be cherry-picking, and a curated selection of winners is a misleading track record. Every ranked name from every edition is listed here, in full.

What does "toward target" mean?

How far the price has travelled between where it was on publication day and the mean analyst target shown in that same edition. 100% means it reached that target. A negative number means it moved the other way. It is a distance measurement, not a verdict.

Why is this page free?

Because it is the part you should be able to check without paying. Anyone can publish a ranking; being able to see every past one, unedited, is what makes it worth reading.

Prices are daily closes. Past price movement does not indicate future results. Nothing on this page is financial advice or a recommendation to buy or sell any security. ← Back to the current board