Sep 25
Technology holds up to 5 technology names above $500M. Selection weighs the model's positive score and its volatility score together.
Equal capital goes into every recommendation. Recommendations are published a few hours before the open and placed as market orders, so buys and sells fill at the opening price. There is no maximum holding period: a position exits when the model no longer selects it or when the stop is hit. Every position carries a 25% stop-loss: if the price touches it during the day, the position is sold there, at 75% of its entry price. Reported returns are measured from those opening prices and include every stop-loss exit.
Sandisk is scheduled to report its quarterly financial results on November 5, 2026. Market participants will be closely watching for updates on revenue growth, NAND flash demand, and progress toward the company's long-term margin targets.
TradingViewThe company will host its CONNECT 2026 event in San Francisco on October 15–16, 2026. This event is expected to feature public demonstrations of the newly announced Exensio Aurora technology, serving as a potential catalyst for investor interest.
PDF Solutions Press ReleaseSemtech has scheduled an Analyst Day for October 15, 2026. Management is expected to provide a detailed roadmap for its AI networking and IoT segments, as well as long-term financial goals, which will be a critical event for investors assessing the company's growth trajectory and valuation.
Semtech Investor RelationsThe company has announced ongoing participation in various investor conferences. These events often serve as platforms for management to provide updates on secular demand trends for AI and memory, which can influence short-term sentiment.
MorningstarAtlassian was recently removed from the FTSE All-World Index. This mechanical shift may trigger forced selling by index-tracking funds and could lead to increased short-term volatility as institutional portfolios adjust.
Simply Wall StMultiple analysts have recently raised price targets for Atlassian, with some reaching as high as $230. However, the consensus price target remains near the current trading price, suggesting that much of the recent 132% rally over the past three months may already be priced in.
MarketBeatSemtech completed a product integration between its AirLink 5G/LTE routers and Palo Alto Networks' Next-Generation Firewalls. This partnership aims to provide secure, Zero Trust edge-to-core connectivity for critical infrastructure and industrial operators, potentially expanding Semtech's recurring revenue opportunities in the secure IoT space.
Semtech Press ReleasePDF Solutions unveiled Exensio Aurora, a new analytics architecture designed for petabyte-scale semiconductor manufacturing data and agentic AI. The platform is entering a beta release phase in September 2026, with public demonstrations scheduled for the company's CONNECT 2026 event in October.
PDF Solutions Press Release