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Research through the 13 October 2026 close

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In-depth AI stock research, graded in public.

245 stocks covered63of 139 open picks ahead of the S&P 500−4.8pp portfolio vs S&P 500 since 5 October30 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 13 October.

  • The portfolio bought BWLP.
  • 5 new picks opened.
  • 1 pick closed: 0 beat the S&P 500, 1 trailed.
  • Leading open pick: PENG, +40.4 pp against the S&P 500 since 1 October 2026.

The portfolio · 13 October 2026 close

What we own, and how it's doing.

Full portfolio →

Since 5 October 2026, the portfolio is −4.4% against the S&P 500's +0.4% and holds 17 stocks.

9698100Portfolio 95.6S&P 100.45 October 202613 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 500 100.512 October 2026: portfolio 95.7, S&P 500 100.413 October 2026: portfolio 95.6, S&P 500 100.49698100Portfolio 95.6S&P 100.45 October 202613 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 500 100.512 October 2026: portfolio 95.7, S&P 500 100.413 October 2026: portfolio 95.6, S&P 500 100.4
Both lines start at 100 on . Through the portfolio is −4.4% against the S&P 500's +0.4% (−4.8 pp).
Portfolio holdings, best performer first
Stock Since Since buying
TEN +4.3%
DELL +3.6%
GOOGL +1.6%
LLY +1.0%
SNX +0.2%
BWLP −0.2%
MRVL −0.9%
DXCM −1.0%

+9 more on the portfolio page

The scoreboard · 13 October 2026 close

Every pick, against the S&P 500.

All picks →

139 open picks, 63 ahead of the S&P 500 since they opened. Of 58 closed, 22 beat the index (38%), by −1.8 pp on average.

Open picks, furthest ahead of the S&P 500 first
Pick OpenedReturnvs S&P 500
PENG +42.2%+40.4 pp
NTSK +18.5%+16.6 pp
SHOP +18.4%+16.6 pp
PSIX +17.1%+15.2 pp
ODD +16.9%+15.1 pp
HAE +16.6%+14.8 pp

This week

What's moving, and what's coming.

Catalysts · this week

On the calendar

30 this week

ASML

ASML Holding N.V.

Earnings

today
BAC

Bank of America Corporation

Earnings

today
MS

Morgan Stanley

Earnings

today
VSTM

Verastem, Inc.

Event

today

+26 more this week

Momentum

Strongest trends

top 5 of 3,482 ranked

The FrontierPicks momentum board — the top 5 US stocks by composite momentum score, as of 12 October 2026
# Name 3m 1m Accel
1 KOD +129.4% +201.8% +225.8%
2 GRAL +87.9% +80.2% +76.0%
3 IOVA +270.5% +69.3% −49.5%
4 VRA +44.1% +73.9% +91.0%
5 XP +93.2% +64.1% +46.4%

What changed · 7 days

Latest moves

ACVA ACV Auctions Inc. Conviction raised JPM JPMorgan Chase & Co. Conviction lowered S SentinelOne, Inc. Conviction lowered UNH Unitedhealth Group Incorporated Conviction raised

Themes

Themes speeding up

5 accelerating

Source: US market data, as of .

Highest conviction first

The research we back most.

All 245 →
UNH Unitedhealth Group Incorporated fresh Medium UnitedHealth Group beat third-quarter estimates and raised its 2026 adjusted EPS outlook to at least $20.50 on 13 October 2026, extending its margin repair. Its 2027 outlook and Medicare enrollment results now decide whether the recovery… Business pivot · Managed care & health services catalyst · ZLAB Zai Lab Limited fresh Medium Zai Lab's re-rating case rests on first-line small-cell lung cancer data for its DLL3 drug zoci at ESMO on 26 October 2026; a registrational Phase 3 start announced by 31 December 2026 would confirm it. Event-driven · Oncology & immunology · Binary-catalyst biotech catalyst · ZS Zscaler, Inc. fresh Medium Zscaler's 6 October investor day reaffirmed fiscal 2027 guidance and drew more than a dozen analyst target raises. The late-November first-quarter report shows whether revenue beats the $935–939 million guide and whether the full-year… Theme leader · Cybersecurity analysed · ZBRA Zebra Technologies Corporation fresh Medium Zebra Technologies' raised 2026 earnings outlook and rising analyst targets hold the shares near their $388.12 52-week high. The 3 November 2026 third-quarter report decides whether adjusted EPS clears the guided $4.70–$4.90 and supports a… Second-order beneficiary · Physical AI & robotics catalyst · XGN Exagen Inc. fresh Medium Exagen's autoimmune-testing business is growing both test volume and price per test, and TD Cowen raised its target to $11 on 13 October 2026; the third-quarter report, expected 3 November to 16 November 2026, shows whether the $72–75… Distinct case · Medtech & diagnostics catalyst · XMTR Xometry, Inc. fresh Medium Xometry's AI-assisted manufacturing marketplace is growing over 30% a year with rising profit, and its shares sit near a record close. The third-quarter report, estimated for 3 November 2026, settles it on revenue of at least $234 million… Second-order beneficiary · Cyclical industrials catalyst ·

Today's market read

Tuesday, 13 October 2026

Read the entry →
Market regime →

Neutral

Nothing at Tuesday's close moved far enough to test the call, and the closest input is still breadth. In the close-of-day breadth reading, 413 of 978 names closed above their own 50-day exponential moving average (EMA), a short-term trend line. That leaves breadth at 42.2%, just above the 40% line where the market would be classed as risk-off. A modest…

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 245 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. 174 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 71 are re-read on a rolling cycle, and none is more than 8 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 17 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 13 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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