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Cut the market to a clean research queue by fundamentals, price action, and source activity.

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NVDANVIDIA
Semiconductors / $3.99T
74
0-100
86.5%
61.7%
1.6%
P/E 48.7
+41.2%
F3I1V4C0
3 high-signal sources
METAMeta Platforms
Communication / $1.81T
72
0-100
38.9%
15.8%
3.3%
P/E 27.1
+28.5%
F2I0V3C0
Fund activity steady
ANETArista Networks
Hardware / $138B
70
0-100
33.5%
18.3%
2.2%
P/E 39.6
+33.8%
F2I0V1C0
2 tech funds added
MSFTMicrosoft
Software / $3.82T
70
0-100
37.8%
13.1%
2.4%
P/E 36.4
+18.6%
F2I0V3C1
2 tracked funds added
GOOGAlphabet
Communication / $2.50T
69
0-100
31.4%
12.4%
3.6%
P/E 23.9
+14.9%
F1I1V2C0
1 fund, 1 insider cluster
UBERUber
Consumer / $201B
69
0-100
18.2%
16.6%
3.8%
P/E 28.8
+24.6%
F2I1V2C0
New hedge-fund adds
AMZNAmazon
Consumer / $2.42T
67
0-100
24.2%
10.9%
2.9%
P/E 34.8
+17.4%
F4I0V2C1
4 tracked funds active
LRCXLam Research
Semiconductors / $126B
66
0-100
42.1%
11.5%
3.9%
P/E 24.6
+10.1%
F2I0V1C0
Semi specialists adding
BKNGBooking Holdings
Consumer / $171B
65
0-100
51.3%
8.8%
4.2%
P/E 22.4
+12.3%
F2I0V0C0
2 quality funds active
VVisa
Payments / $679B
64
0-100
47.6%
9.4%
3.1%
P/E 30.5
+8.2%
F1I0V1C0
Long-term holder base
CRWDCrowdStrike
Software / $98B
62
0-100
15.7%
24.9%
1.4%
P/E 72.6
+21.8%
F1I0V3C1
Growth funds active
COSTCostco
Consumer / $441B
58
0-100
29.6%
7.1%
1.8%
P/E 52.1
+19.7%
F1I0V1C0
Low turnover holders
DEDeere
Industrials / $133B
58
0-100
36.2%
2.3%
4.7%
P/E 17.8
+6.7%
F1I0V0C2
Value funds watching
NUENucor
Materials / $34B
53
0-100
17.4%
-1.8%
6.1%
P/E 13.6
-3.4%
F0I1V0C0
Low fresh activity
NVDA
NVIDIA
Fit
74
ROE
86.5%
FCF
1.6%
6M
+41.2%
F3I1V4C0
Source count rose this week
META
Meta Platforms
Fit
72
ROE
38.9%
FCF
3.3%
6M
+28.5%
F2I0V3C0
Trend score entered top quartile
ANET
Arista Networks
Fit
70
ROE
33.5%
FCF
2.2%
6M
+33.8%
F2I0V1C0
Momentum and source scores both improved
MSFT
Microsoft
Fit
70
ROE
37.8%
FCF
2.4%
6M
+18.6%
F2I0V3C1
Cloud growth moved above screen floor
GOOG
Alphabet
Fit
69
ROE
31.4%
FCF
3.6%
6M
+14.9%
F1I1V2C0
FCF yield moved into range
UBER
Uber
Fit
69
ROE
18.2%
FCF
3.8%
6M
+24.6%
F2I1V2C0
Cash-flow value moved into top half
AMZN
Amazon
Fit
67
ROE
24.2%
FCF
2.9%
6M
+17.4%
F4I0V2C1
Smart-money activity moved higher
LRCX
Lam Research
Fit
66
ROE
42.1%
FCF
3.9%
6M
+10.1%
F2I0V1C0
Sector source activity rose
BKNG
Booking Holdings
Fit
65
ROE
51.3%
FCF
4.2%
6M
+12.3%
F2I0V0C0
Valuation score improved
V
Visa
Fit
64
ROE
47.6%
FCF
3.1%
6M
+8.2%
F1I0V1C0
Quality rank stayed top decile
CRWD
CrowdStrike
Fit
62
ROE
15.7%
FCF
1.4%
6M
+21.8%
F1I0V3C1
Momentum recovered after drawdown
COST
Costco
Fit
58
ROE
29.6%
FCF
1.8%
6M
+19.7%
F1I0V1C0
Trend strength offset valuation drag
DE
Deere
Fit
58
ROE
36.2%
FCF
4.7%
6M
+6.7%
F1I0V0C2
Valuation filter caught the reset
NUE
Nucor
Fit
53
ROE
17.4%
FCF
6.1%
6M
-3.4%
F0I1V0C0
Value screen caught FCF yield
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