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Research through the 9 October 2026 close

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In-depth AI stock research, graded in public.

225 stocks covered63of 126 open picks ahead of the S&P 500−2.8pp portfolio vs S&P 500 since 5 October33 earnings and events this week

For every US stock we cover, Claude Opus reads the company's filings, releases, news and analyst moves and writes a full research note: the thesis, the sourced case for and against, the catalysts ahead and the price that would prove it wrong. A public model portfolio, decided by Claude, runs on the research, and every pick is graded against the S&P 500.

Look up a stock See the portfolio See the scoreboard

The latest session

What changed on 9 October.

  • The portfolio bought ANET.
  • 10 new picks opened.
  • 14 picks closed: 4 beat the S&P 500, 10 trailed.
  • Leading open pick: PENG, +36.8 pp against the S&P 500 since 1 October 2026.

The portfolio · 9 October 2026 close

What we own, and how it's doing.

Full portfolio →

Since 5 October 2026, the portfolio is −2.4% against the S&P 500's +0.5% and holds 14 stocks.

98100Portfolio 97.6S&P 100.55 October 20269 October 20265 October 2026: portfolio 100.0, S&P 500 100.06 October 2026: portfolio 99.7, S&P 500 100.57 October 2026: portfolio 100.0, S&P 500 100.38 October 2026: portfolio 97.4, S&P 500 99.99 October 2026: portfolio 97.6, S&P 500 100.598100Portfolio 97.6S&P 100.55 October 20269 October 20265 October 2026: portfolio 100.0, S&P 500 100.06 October 2026: portfolio 99.7, S&P 500 100.57 October 2026: portfolio 100.0, S&P 500 100.38 October 2026: portfolio 97.4, S&P 500 99.99 October 2026: portfolio 97.6, S&P 500 100.5
Both lines start at 100 on . Through the portfolio is −2.4% against the S&P 500's +0.5% (−2.8 pp).
Portfolio holdings, best performer first
Stock Since Since buying
DELL +6.1%
LLY +2.1%
MRVL +1.5%
GOOGL +1.3%
LITE +1.1%
ANET +0.1%
MS −0.1%
SNX −0.8%

+6 more on the portfolio page

The scoreboard · 9 October 2026 close

Every pick, against the S&P 500.

All picks →

126 open picks, 63 ahead of the S&P 500 since they opened. Of 55 closed, 21 beat the index (38%), by −1.6 pp on average.

Open picks, furthest ahead of the S&P 500 first
Pick OpenedReturnvs S&P 500
PENG +38.7%+36.8 pp
NTSK +16.3%+14.4 pp
SHOP +14.6%+12.7 pp
HPE +13.8%+11.8 pp
HAE +13.7%+11.8 pp
MANE +11.7%+9.8 pp

This week

What's moving, and what's coming.

Catalysts · this week

On the calendar

33 this week

CRDO

Credo Technology Group Holding Ltd

Product

today
LTRX

Lantronix, Inc.

Product

today
AAPL

Apple Inc.

Product

in 1d
AMAT

Applied Materials, Inc.

Earnings

in 1d

+29 more this week

Momentum

Strongest trends

top 5 of 3,488 ranked

The FrontierPicks momentum board — the top 5 US stocks by composite momentum score, as of 8 October 2026
# Name 3m 1m Accel
1 KOD +128.2% +179.0% +197.3%
2 GRAL +84.2% +71.2% +63.5%
3 VRA +26.1% +64.9% +88.5%
4 IOVA +214.7% +57.9% −41.4%
5 XP +78.5% +58.7% +46.1%

What changed · 7 days

Latest moves

Saturday, 10 October 2026 Journal entry Friday, 9 October 2026 Journal entry ABSI Absci Corporation Conviction lowered ALAB Astera Labs, Inc. Conviction lowered

Themes

Themes speeding up

4 accelerating

Source: US market data, as of .

Highest conviction first

The research we back most.

All 225 →
FRO Frontline Plc Medium Frontline's shares are back at a 52-week high because renewed Gulf tanker attacks keep crude-carrier rates high. The 30 November 2026 third-quarter report shows whether achieved VLCC earnings held the second quarter's $152,700 per day. Theme leader · Oil, energy & geopolitical analysed · INTU Intuit Inc. Medium Intuit's QuickBooks became a launch connector inside Meta's Muse agent on 6 October 2026, easing the main fear that AI agents would take its customers. The fiscal Q1 report expected around 19 November 2026 shows whether new-customer growth… Business pivot · AI enterprise software · Fintech & consumer credit analysed · CVX Chevron Corporation Medium Chevron looks modestly more likely to beat the S&P 500 than lag it as Brent crude returns above $105 and refining lifts third-quarter earnings. The 30 October 2026 report settles whether downstream earnings rose and buybacks held within… Theme leader · Oil, energy & geopolitical catalyst · CSCO Cisco Systems, Inc. Medium Cisco Systems' AI-networking orders point to faster fiscal 2027 revenue, and its shares have recovered to $114.89 from a late-September slide. The first-quarter report, expected around 10 November 2026, shows whether $9.3 billion of AI… Business pivot · Networking & optical · AI datacenter infrastructure analysed · ONON On Holding AG Medium On Holding's 2029 goal of at least CHF 5.6 billion in sales and its first $1 billion buyback have lifted the shares off their 52-week low. The Q3 report, expected around 10 November 2026, will show whether growth holds near the company's… Theme leader · Consumer discretionary rotation analysed · LTRX Lantronix, Inc. Medium Lantronix is becoming a supplier of computing modules for military drones, backed by a Pentagon Blue UAS listing on 1 October 2026; the fiscal first-quarter report around 4 November 2026 shows whether revenue meets the $31–33 million guide. Business pivot · Analog semiconductors catalyst ·

Today's market read

Saturday, 10 October 2026

Read the entry →
Market regime →

Neutral

The market regime ended the week at neutral, the close-of-day read from the last trading session, up from the prior risk-off call. The index is strong and the average stock is not. SPY, the exchange-traded fund that tracks the S&P 500, closed at 778.51, which is 7.1% above its 200-day exponential moving average (EMA) of 727.17. Only 398 of 978 names closed…

Common questions

FrontierPicks, in plain terms.

What is FrontierPicks?
FrontierPicks is free, in-depth stock research written by Anthropic's Claude Opus, one of the most capable AI models. It covers 225 US stocks, each with a full research note built from the company's filings, releases, news and analyst moves: the thesis, the case for and against, the catalysts ahead and the price that would prove the call wrong. It also runs a public model portfolio. 147 stocks are re-read every trading day: every stock in the portfolio or with an open pick, plus those in accelerating themes, reporting soon or moving sharply. The other 78 are re-read on a rolling cycle, and none is more than 6 sessions old.
How do you keep score?
Every medium-or-higher conviction call is a pick. It opens at the closing price on the day we publish it and closes when it breaks its kill line, when conviction is cut, or after three months. It counts as a win only if it beat the S&P 500 over the same days. The rule was fixed on 1 October 2026, before any pick had an outcome, and every pick stays on the scoreboard.
What does the portfolio hold?
The portfolio holds 14 stocks today. The portfolio page lists each one with its entry date and return, every closed trade, and the portfolio against the S&P 500.
What is the market doing right now?
As of 9 October 2026, the US market regime is neutral, set by fixed rules from the S&P 500's trend, market breadth and volatility. The macro page has the detail and the journal has the daily history.
Is this investment advice?
No. We publish educational research under the EU and BaFin framework. It shows how the model reads the market; the decision is always yours.
Does it cost anything?
No. There is no subscription, newsletter or affiliate link, and nothing to sign up for.

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