{ "name": "FrontierPicks", "short_description": "AI stock picks, graded in public. Losses included.", "description": "AI stock picks graded in public. A frontier language model reads US equity news, filings and prices every trading day and publishes per-ticker dossiers, a macro view and a live watchlist — a pick carries the exact kill line that would prove it wrong, published in advance, and is scored played out or invalidated when a real close reaches one of its two levels. Open methodology, losses included, nothing to sell.", "url": "https://frontierpicks.com", "license": "Content © FrontierPicks. Provided for research and reference; attribute on republication.", "contact": "hello@frontierpicks.com", "last_built": "2026-08-25T22:28:00.456Z", "capabilities": [ "graded_equity_picks", "per_ticker_dossiers", "regime_classification", "narrative_theme_clustering", "weekly_macro_synthesis", "sector_rotation_read", "watchlist_curation", "open_methodology" ], "stack": { "models": [ "claude-opus", "claude-sonnet" ], "context_window": "1M tokens", "architecture": "5-stage process (liquidity screen → weekly momentum + narrative radar → frontier-model quality assessment → theme-bet curation with machine-owned sizing/exits → mechanical outcome grading against pre-registered kill gates)", "schedule": "NY-time, DST-correct", "coverage": "US equities" }, "publisher": { "name": "FrontierPicks", "url": "https://frontierpicks.com", "sameAs": [ "https://aifinhub.io", "https://aifithub.io", "https://aibizhub.io", "https://aidevhub.io", "https://github.com/rustyclawd", "https://x.com/orbydx", "https://orbyd.substack.com" ] }, "privacy_policy": { "published": [ "dossiers", "daily-journal", "macro-view", "held-names", "watchlist-names", "sector-rotation", "methodology" ] }, "surfaces": [ { "id": "dossiers", "url": "https://frontierpicks.com/dossiers/", "index_url": "https://frontierpicks.com/dossiers/", "item_url_template": "https://frontierpicks.com/dossiers/{ticker}/", "item_json_template": "https://frontierpicks.com/dossiers/{ticker}.json", "format": "html+json-ld+json", "count": 820, "item_schema": "Dossier" }, { "id": "journal", "url": "https://frontierpicks.com/journal/", "index_url": "https://frontierpicks.com/journal/", "item_url_template": "https://frontierpicks.com/journal/{YYYY-MM-DD}/", "item_json_template": "https://frontierpicks.com/journal/{YYYY-MM-DD}.json", "format": "html+json-ld+json", "count": 95, "item_schema": "JournalEntry" }, { "id": "holdings", "url": "https://frontierpicks.com/holdings/", "format": "html+json-ld", "count": 60, "description": "The live book: held names + watchlist names with research attributes. Names + research ONLY — no sizing/value/weights/prices/returns. See `book` below." }, { "id": "track-record", "url": "https://frontierpicks.com/track-record/", "json_url": "https://frontierpicks.com/track-record.json", "format": "html+json-ld+json", "count": 393, "description": "The falsifiable calibration record: open commitments + Brier-scored resolved outcomes. Non-monetary.", "calibration": { "scored": 350, "sample_confidence": "350 resolutions · directional", "sample_caution": false, "played_out": 159, "invalidated": 191, "play_out_rate": 0.454, "brier": 0.255, "skill_score": -0.029 }, "resolved": [ { "ticker": "ADBE", "name": "Adobe Inc.", "url": "https://frontierpicks.com/dossiers/ADBE/", "outcome": "played_out", "outcome_date": "2026-08-24", "published": "2026-07-28", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 4, "themes": [ "ai-enterprise-software", "ai-datacenter-infrastructure" ] }, { "ticker": "AKAM", "name": "Akamai Technologies, Inc.", "url": "https://frontierpicks.com/dossiers/AKAM/", "outcome": "invalidated", "outcome_date": "2026-08-24", "published": "2026-05-12", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 4, "themes": [ "cybersecurity", "ai-datacenter-infrastructure", "ai-chips-memory", "ai-enterprise-software" ] }, { "ticker": "ALAB", "name": "Astera Labs, Inc.", "url": "https://frontierpicks.com/dossiers/ALAB/", "outcome": "invalidated", "outcome_date": "2026-08-24", "published": "2026-04-22", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 2, "themes": [ "ai-datacenter-infrastructure", "ai-chips-memory", "networking-optical" ] }, { "ticker": "AUR", "name": "Aurora Innovation, Inc.", "url": "https://frontierpicks.com/dossiers/AUR/", "outcome": "invalidated", "outcome_date": "2026-08-24", "published": "2026-05-07", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 7, "themes": [ "physical-ai-robotics", "freight-logistics" ] }, { "ticker": "BHE", "name": "Benchmark Electronics", "url": "https://frontierpicks.com/dossiers/BHE/", "outcome": "invalidated", "outcome_date": "2026-08-24", "published": "2026-05-05", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 2, "themes": [ "ai-datacenter-infrastructure", "cyclical-industrials", "physical-ai-robotics" ] }, { "ticker": "DGII", "name": "Digi International Inc.", "url": "https://frontierpicks.com/dossiers/DGII/", "outcome": "invalidated", "outcome_date": "2026-08-24", "published": "2026-08-16", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 4, "themes": [ "ai-chips-memory", "bitcoin-miners", "small-cap-value-rotation" ] }, { "ticker": "NET", "name": "Cloudflare, Inc.", "url": "https://frontierpicks.com/dossiers/NET/", "outcome": "invalidated", "outcome_date": "2026-08-24", "published": "2026-04-23", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 2, "themes": [ "ai-enterprise-software" ] }, { "ticker": "PLPC", "name": "Preformed Line Products Company", "url": "https://frontierpicks.com/dossiers/PLPC/", "outcome": "invalidated", "outcome_date": "2026-08-24", "published": "2026-04-23", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 3, "themes": [ "industrial-power-grid" ] }, { "ticker": "TTMI", "name": "TTM Technologies, Inc.", "url": "https://frontierpicks.com/dossiers/TTMI/", "outcome": "invalidated", "outcome_date": "2026-08-24", "published": "2026-05-01", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 2, "themes": [ "ai-datacenter-infrastructure", "defense-aerospace", "cyclical-industrials", "ai-chips-memory" ] }, { "ticker": "ULCC", "name": "Frontier Group Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/ULCC/", "outcome": "invalidated", "outcome_date": "2026-08-24", "published": "2026-04-20", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 5, "themes": [ "travel-leisure", "oil-energy-geopolitical" ] }, { "ticker": "XNCR", "name": "Xencor, Inc.", "url": "https://frontierpicks.com/dossiers/XNCR/", "outcome": "played_out", "outcome_date": "2026-08-24", "published": "2026-07-20", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 5, "themes": [ "oncology-immunology" ] }, { "ticker": "AAON", "name": "AAON, Inc.", "url": "https://frontierpicks.com/dossiers/AAON/", "outcome": "invalidated", "outcome_date": "2026-08-24", "published": "2026-05-08", "invalidation_fired": true, "conviction": "LOW", "archetype": 2, "themes": [ "ai-datacenter-infrastructure", "industrial-power-grid" ] }, { "ticker": "ACDC", "name": "ProFrac Holding Corp.", "url": "https://frontierpicks.com/dossiers/ACDC/", "outcome": "invalidated", "outcome_date": "2026-08-24", "published": "2026-05-20", "invalidation_fired": true, "conviction": "LOW", "archetype": 5, "themes": [ "oil-energy-geopolitical" ] }, { "ticker": "AIP", "name": "Arteris, Inc.", "url": "https://frontierpicks.com/dossiers/AIP/", "outcome": "invalidated", "outcome_date": "2026-08-24", "published": "2026-04-20", "invalidation_fired": true, "conviction": "LOW", "archetype": 2, "themes": [ "ai-chips-memory" ] }, { "ticker": "ALNT", "name": "Allient Inc.", "url": "https://frontierpicks.com/dossiers/ALNT/", "outcome": "invalidated", "outcome_date": "2026-08-24", "published": "2026-08-07", "invalidation_fired": true, "conviction": "LOW", "archetype": 2, "themes": [ "cyclical-industrials", "physical-ai-robotics", "critical-materials-rare-earths" ] }, { "ticker": "AVR", "name": "Anteris Technologies Global Corp.", "url": "https://frontierpicks.com/dossiers/AVR/", "outcome": "invalidated", "outcome_date": "2026-08-24", "published": "2026-05-24", "invalidation_fired": true, "conviction": "LOW", "archetype": 7, "themes": [ "medtech-diagnostics" ] }, { "ticker": "BKNG", "name": "Booking Holdings Inc.", "url": "https://frontierpicks.com/dossiers/BKNG/", "outcome": "played_out", "outcome_date": "2026-08-24", "published": "2026-08-07", "invalidation_fired": false, "conviction": "LOW", "archetype": 1, "themes": [ "travel-leisure", "ai-enterprise-software" ] }, { "ticker": "BKSY", "name": "BlackSky Technology Inc.", "url": "https://frontierpicks.com/dossiers/BKSY/", "outcome": "invalidated", "outcome_date": "2026-08-24", "published": "2026-08-16", "invalidation_fired": true, "conviction": "LOW", "archetype": 7, "themes": [ "space-economy" ] }, { "ticker": "BMNR", "name": "BitMine Immersion Technologies, Inc.", "url": "https://frontierpicks.com/dossiers/BMNR/", "outcome": "played_out", "outcome_date": "2026-08-24", "published": "2026-07-28", "invalidation_fired": false, "conviction": "LOW", "archetype": 1, "themes": [ "crypto-exchanges-financials" ] }, { "ticker": "GFS", "name": "GlobalFoundries Inc.", "url": "https://frontierpicks.com/dossiers/GFS/", "outcome": "invalidated", "outcome_date": "2026-08-24", "published": "2026-04-30", "invalidation_fired": true, "conviction": "LOW", "archetype": 2, "themes": [ "semi-foundry-equipment" ] }, { "ticker": "HTFL", "name": "Heartflow, Inc.", "url": "https://frontierpicks.com/dossiers/HTFL/", "outcome": "played_out", "outcome_date": "2026-08-24", "published": "2026-08-16", "invalidation_fired": false, "conviction": "LOW", "archetype": 1, "themes": [ "medtech-diagnostics" ] }, { "ticker": "NP", "name": "Neptune Insurance Holdings Inc.", "url": "https://frontierpicks.com/dossiers/NP/", "outcome": "played_out", "outcome_date": "2026-08-24", "published": "2026-07-09", "invalidation_fired": false, "conviction": "LOW", "archetype": 7, "themes": [ "managed-care-health-services" ] }, { "ticker": "POWL", "name": "Powell Industries, Inc.", "url": "https://frontierpicks.com/dossiers/POWL/", "outcome": "invalidated", "outcome_date": "2026-08-24", "published": "2026-04-19", "invalidation_fired": true, "conviction": "LOW", "archetype": 2, "themes": [ "industrial-power-grid" ] }, { "ticker": "RH", "name": "", "url": "https://frontierpicks.com/dossiers/RH/", "outcome": "invalidated", "outcome_date": "2026-08-24", "published": "2026-07-21", "invalidation_fired": true, "conviction": "LOW", "archetype": 6, "themes": [ "consumer-discretionary-rotation", "squeeze-momentum-setups", "housing-homebuilders-proptech" ] }, { "ticker": "SUPV", "name": "Grupo Supervielle S.A.", "url": "https://frontierpicks.com/dossiers/SUPV/", "outcome": "played_out", "outcome_date": "2026-08-24", "published": "2026-06-14", "invalidation_fired": false, "conviction": "LOW", "archetype": 1, "themes": [ "emerging-markets" ] }, { "ticker": "TGTX", "name": "TG Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/TGTX/", "outcome": "played_out", "outcome_date": "2026-08-24", "published": "2026-06-18", "invalidation_fired": false, "conviction": "LOW", "archetype": 1, "themes": [ "oncology-immunology", "precision-biotech-therapeutics" ] }, { "ticker": "EPAM", "name": "EPAM SYSTEMS, INC.", "url": "https://frontierpicks.com/dossiers/EPAM/", "outcome": "played_out", "outcome_date": "2026-08-21", "published": "2026-07-30", "invalidation_fired": false, "conviction": "LOW", "archetype": 4, "themes": [ "cyclical-industrials", "managed-care-health-services", "ai-datacenter-infrastructure" ] }, { "ticker": "TIC", "name": "TIC Solutions, Inc", "url": "https://frontierpicks.com/dossiers/TIC/", "outcome": "played_out", "outcome_date": "2026-08-21", "published": "2026-08-12", "invalidation_fired": false, "conviction": "LOW", "archetype": 4, "themes": [ "m-and-a-special-situations" ] }, { "ticker": "CYRX", "name": "CryoPort, Inc.", "url": "https://frontierpicks.com/dossiers/CYRX/", "outcome": "played_out", "outcome_date": "2026-08-20", "published": "2026-05-22", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 2, "themes": [ "rare-disease-gene-therapy", "precision-biotech-therapeutics", "freight-logistics" ] }, { "ticker": "IESC", "name": "IES Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/IESC/", "outcome": "invalidated", "outcome_date": "2026-08-20", "published": "2026-05-17", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 2, "themes": [ "ai-datacenter-infrastructure", "industrial-power-grid" ] }, { "ticker": "PCTY", "name": "Paylocity Holding Corporation", "url": "https://frontierpicks.com/dossiers/PCTY/", "outcome": "played_out", "outcome_date": "2026-08-20", "published": "2026-07-28", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 3, "themes": [ "ai-enterprise-software" ] }, { "ticker": "WIX", "name": "Wix.com Ltd.", "url": "https://frontierpicks.com/dossiers/WIX/", "outcome": "played_out", "outcome_date": "2026-08-20", "published": "2026-07-28", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 4, "themes": [ "ai-enterprise-software" ] }, { "ticker": "GSM", "name": "Ferroglobe PLC", "url": "https://frontierpicks.com/dossiers/GSM/", "outcome": "invalidated", "outcome_date": "2026-08-20", "published": "2026-08-09", "invalidation_fired": true, "conviction": "LOW", "archetype": 2, "themes": [ "critical-materials-rare-earths" ] }, { "ticker": "HOV", "name": "Hovnanian Enterprises, Inc. Class A", "url": "https://frontierpicks.com/dossiers/HOV/", "outcome": "invalidated", "outcome_date": "2026-08-20", "published": "2026-06-26", "invalidation_fired": true, "conviction": "LOW", "archetype": 5, "themes": [ "housing-homebuilders-proptech", "cyclical-industrials", "fintech-consumer-credit" ] }, { "ticker": "LNC", "name": "Lincoln National Corp.", "url": "https://frontierpicks.com/dossiers/LNC/", "outcome": "invalidated", "outcome_date": "2026-08-20", "published": "2026-07-31", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "m-and-a-special-situations", "managed-care-health-services", "cyclical-industrials" ] }, { "ticker": "SPSC", "name": "SPS Commerce, Inc.", "url": "https://frontierpicks.com/dossiers/SPSC/", "outcome": "played_out", "outcome_date": "2026-08-19", "published": "2026-08-04", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 4, "themes": [ "ai-enterprise-software", "freight-logistics" ] }, { "ticker": "TEAM", "name": "Atlassian Corporation", "url": "https://frontierpicks.com/dossiers/TEAM/", "outcome": "played_out", "outcome_date": "2026-08-19", "published": "2026-07-29", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 3, "themes": [ "ai-enterprise-software" ] }, { "ticker": "G", "name": "Genpact Limited", "url": "https://frontierpicks.com/dossiers/G/", "outcome": "played_out", "outcome_date": "2026-08-19", "published": "2026-07-30", "invalidation_fired": false, "conviction": "LOW", "archetype": 4, "themes": [ "ai-enterprise-software", "managed-care-health-services" ] }, { "ticker": "IQ", "name": "iQIYI, Inc.", "url": "https://frontierpicks.com/dossiers/IQ/", "outcome": "invalidated", "outcome_date": "2026-08-19", "published": "2026-07-29", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "ai-enterprise-software", "squeeze-momentum-setups", "ai-datacenter-infrastructure", "semi-foundry-equipment", "emerging-markets" ] }, { "ticker": "TASK", "name": "TaskUs, Inc.", "url": "https://frontierpicks.com/dossiers/TASK/", "outcome": "played_out", "outcome_date": "2026-08-19", "published": "2026-07-29", "invalidation_fired": false, "conviction": "LOW", "archetype": 4, "themes": [ "ai-datacenter-infrastructure", "physical-ai-robotics", "cyclical-industrials" ] }, { "ticker": "CRWV", "name": "CoreWeave, Inc.", "url": "https://frontierpicks.com/dossiers/CRWV/", "outcome": "invalidated", "outcome_date": "2026-08-18", "published": "2026-04-19", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 1, "themes": [ "gpu-cloud-neoclouds" ] }, { "ticker": "ARM", "name": "Arm Holdings plc", "url": "https://frontierpicks.com/dossiers/ARM/", "outcome": "invalidated", "outcome_date": "2026-08-18", "published": "2026-04-19", "invalidation_fired": true, "conviction": "LOW", "archetype": 2, "themes": [ "ai-chips-memory" ] }, { "ticker": "INTC", "name": "Intel Corporation", "url": "https://frontierpicks.com/dossiers/INTC/", "outcome": "invalidated", "outcome_date": "2026-08-18", "published": "2026-04-19", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "semi-foundry-equipment" ] }, { "ticker": "CMCO", "name": "Columbus McKinnon Corporation", "url": "https://frontierpicks.com/dossiers/CMCO/", "outcome": "invalidated", "outcome_date": "2026-08-18", "published": "2026-07-31", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 4, "themes": [ "cyclical-industrials", "critical-materials-rare-earths" ] }, { "ticker": "FTK", "name": "Flotek Industries, Inc.", "url": "https://frontierpicks.com/dossiers/FTK/", "outcome": "invalidated", "outcome_date": "2026-08-18", "published": "2026-08-07", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 4, "themes": [ "cyclical-industrials", "oil-energy-geopolitical", "ai-datacenter-infrastructure" ] }, { "ticker": "JWEL", "name": "Jowell Global Ltd.", "url": "https://frontierpicks.com/dossiers/JWEL/", "outcome": "invalidated", "outcome_date": "2026-08-18", "published": "2026-08-11", "invalidation_fired": true, "conviction": "LOW", "archetype": 6, "themes": [ "consumer-discretionary-rotation", "semi-foundry-equipment", "biofuels-low-carbon" ] }, { "ticker": "KC", "name": "Kingsoft Cloud Holdings Limited", "url": "https://frontierpicks.com/dossiers/KC/", "outcome": "invalidated", "outcome_date": "2026-08-18", "published": "2026-08-04", "invalidation_fired": true, "conviction": "LOW", "archetype": 2, "themes": [ "ai-datacenter-infrastructure", "emerging-markets" ] }, { "ticker": "SAH", "name": "Sonic Automotive, Inc.", "url": "https://frontierpicks.com/dossiers/SAH/", "outcome": "invalidated", "outcome_date": "2026-08-18", "published": "2026-07-30", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "consumer-discretionary-rotation", "ev-autonomous-mobility" ] }, { "ticker": "TLN", "name": "Talen Energy Corporation", "url": "https://frontierpicks.com/dossiers/TLN/", "outcome": "invalidated", "outcome_date": "2026-08-18", "published": "2026-06-21", "invalidation_fired": true, "conviction": "LOW", "archetype": 3, "themes": [ "industrial-power-grid", "ai-datacenter-infrastructure", "nuclear-uranium" ] }, { "ticker": "COHU", "name": "Cohu, Inc.", "url": "https://frontierpicks.com/dossiers/COHU/", "outcome": "played_out", "outcome_date": "2026-08-17", "published": "2026-04-22", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 2, "themes": [ "ai-datacenter-infrastructure", "semi-foundry-equipment", "semiconductors-analog", "ai-chips-memory" ] }, { "ticker": "ENTG", "name": "Entegris, Inc.", "url": "https://frontierpicks.com/dossiers/ENTG/", "outcome": "played_out", "outcome_date": "2026-08-17", "published": "2026-06-21", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 2, "themes": [ "ai-chips-memory", "semiconductors-analog", "semi-foundry-equipment" ] }, { "ticker": "EVER", "name": "EverQuote, Inc.", "url": "https://frontierpicks.com/dossiers/EVER/", "outcome": "invalidated", "outcome_date": "2026-08-17", "published": "2026-05-06", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 7, "themes": [ "managed-care-health-services", "precision-biotech-therapeutics", "ai-enterprise-software", "fintech-consumer-credit" ] }, { "ticker": "FA", "name": "First Advantage Corporation", "url": "https://frontierpicks.com/dossiers/FA/", "outcome": "invalidated", "outcome_date": "2026-08-17", "published": "2026-07-15", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 4, "themes": [ "prediction-markets-betting", "m-and-a-special-situations" ] }, { "ticker": "COCO", "name": "The Vita Coco Company, Inc.", "url": "https://frontierpicks.com/dossiers/COCO/", "outcome": "played_out", "outcome_date": "2026-08-17", "published": "2026-05-15", "invalidation_fired": false, "conviction": "LOW", "archetype": 1, "themes": [ "consumer-discretionary-rotation", "cyclical-industrials" ] }, { "ticker": "CSCO", "name": "Cisco Systems, Inc.", "url": "https://frontierpicks.com/dossiers/CSCO/", "outcome": "invalidated", "outcome_date": "2026-08-17", "published": "2026-05-26", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "ai-enterprise-software", "networking-optical", "ai-datacenter-infrastructure", "cyclical-industrials" ] }, { "ticker": "CVLG", "name": "Covenant Logistics Group, Inc.", "url": "https://frontierpicks.com/dossiers/CVLG/", "outcome": "played_out", "outcome_date": "2026-08-17", "published": "2026-06-09", "invalidation_fired": false, "conviction": "LOW", "archetype": 7, "themes": [ "freight-logistics", "managed-care-health-services" ] }, { "ticker": "DUOT", "name": "Duos Technologies Group, Inc.", "url": "https://frontierpicks.com/dossiers/DUOT/", "outcome": "played_out", "outcome_date": "2026-08-17", "published": "2026-05-27", "invalidation_fired": false, "conviction": "LOW", "archetype": 4, "themes": [ "ai-datacenter-infrastructure", "gpu-cloud-neoclouds" ] }, { "ticker": "EXFY", "name": "Expensify, Inc.", "url": "https://frontierpicks.com/dossiers/EXFY/", "outcome": "invalidated", "outcome_date": "2026-08-17", "published": "2026-07-14", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "ai-enterprise-software" ] }, { "ticker": "FCEL", "name": "FuelCell Energy, Inc.", "url": "https://frontierpicks.com/dossiers/FCEL/", "outcome": "played_out", "outcome_date": "2026-08-17", "published": "2026-04-22", "invalidation_fired": false, "conviction": "LOW", "archetype": 6, "themes": [ "ai-datacenter-infrastructure", "industrial-power-grid", "solar-clean-energy" ] }, { "ticker": "HIMS", "name": "Hims & Hers Health, Inc.", "url": "https://frontierpicks.com/dossiers/HIMS/", "outcome": "invalidated", "outcome_date": "2026-08-17", "published": "2026-05-12", "invalidation_fired": true, "conviction": "LOW", "archetype": 6, "themes": [ "managed-care-health-services", "precision-biotech-therapeutics", "ai-enterprise-software" ] }, { "ticker": "ICHR", "name": "Ichor Holdings", "url": "https://frontierpicks.com/dossiers/ICHR/", "outcome": "played_out", "outcome_date": "2026-08-17", "published": "2026-04-19", "invalidation_fired": false, "conviction": "LOW", "archetype": 2, "themes": [ "semi-foundry-equipment", "ai-chips-memory", "semiconductors-analog" ] }, { "ticker": "IHRT", "name": "iHeartMedia, Inc.", "url": "https://frontierpicks.com/dossiers/IHRT/", "outcome": "invalidated", "outcome_date": "2026-08-17", "published": "2026-05-10", "invalidation_fired": true, "conviction": "LOW", "archetype": 5, "themes": [ "cyclical-industrials", "m-and-a-special-situations", "squeeze-momentum-setups" ] }, { "ticker": "MKSI", "name": "MKS Inc.", "url": "https://frontierpicks.com/dossiers/MKSI/", "outcome": "played_out", "outcome_date": "2026-08-17", "published": "2026-06-21", "invalidation_fired": false, "conviction": "LOW", "archetype": 2, "themes": [ "semi-foundry-equipment", "ai-datacenter-infrastructure" ] }, { "ticker": "MPC", "name": "Marathon Petroleum Corporation", "url": "https://frontierpicks.com/dossiers/MPC/", "outcome": "played_out", "outcome_date": "2026-08-17", "published": "2026-07-28", "invalidation_fired": false, "conviction": "LOW", "archetype": 1, "themes": [ "oil-energy-geopolitical", "ai-chips-memory", "biofuels-low-carbon" ] }, { "ticker": "OEC", "name": "Orion S.A.", "url": "https://frontierpicks.com/dossiers/OEC/", "outcome": "invalidated", "outcome_date": "2026-08-17", "published": "2026-08-07", "invalidation_fired": true, "conviction": "LOW", "archetype": 7, "themes": [ "cyclical-industrials", "managed-care-health-services", "freight-logistics" ] }, { "ticker": "TSAT", "name": "Telesat Corporation Class A Common Shares and Class B Variable Voting Shares", "url": "https://frontierpicks.com/dossiers/TSAT/", "outcome": "invalidated", "outcome_date": "2026-08-17", "published": "2026-08-09", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "space-economy", "defense-aerospace" ] }, { "ticker": "VPG", "name": "Vishay Precision Group, Inc.", "url": "https://frontierpicks.com/dossiers/VPG/", "outcome": "played_out", "outcome_date": "2026-08-17", "published": "2026-05-13", "invalidation_fired": false, "conviction": "LOW", "archetype": 3, "themes": [ "semiconductors-analog", "ai-datacenter-infrastructure", "industrial-power-grid" ] }, { "ticker": "KEYS", "name": "Keysight Technologies, Inc.", "url": "https://frontierpicks.com/dossiers/KEYS/", "outcome": "played_out", "outcome_date": "2026-08-14", "published": "2026-05-01", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 2, "themes": [ "ai-datacenter-infrastructure", "networking-optical", "semi-foundry-equipment" ] }, { "ticker": "PTGX", "name": "Protagonist Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/PTGX/", "outcome": "played_out", "outcome_date": "2026-08-14", "published": "2026-07-05", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 5, "themes": [ "precision-biotech-therapeutics", "rare-disease-gene-therapy" ] }, { "ticker": "KLC", "name": "KinderCare Learning Companies, Inc.", "url": "https://frontierpicks.com/dossiers/KLC/", "outcome": "invalidated", "outcome_date": "2026-08-14", "published": "2026-07-20", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "consumer-discretionary-rotation", "cybersecurity" ] }, { "ticker": "PRGS", "name": "Progress Software Corporation", "url": "https://frontierpicks.com/dossiers/PRGS/", "outcome": "played_out", "outcome_date": "2026-08-13", "published": "2026-07-23", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 4, "themes": [ "ai-enterprise-software", "m-and-a-special-situations" ] }, { "ticker": "WEX", "name": "WEX Inc.", "url": "https://frontierpicks.com/dossiers/WEX/", "outcome": "played_out", "outcome_date": "2026-08-13", "published": "2026-07-24", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 4, "themes": [ "fintech-consumer-credit", "cyclical-industrials", "ev-autonomous-mobility" ] }, { "ticker": "RHI", "name": "Robert Half Inc.", "url": "https://frontierpicks.com/dossiers/RHI/", "outcome": "played_out", "outcome_date": "2026-08-13", "published": "2026-07-23", "invalidation_fired": false, "conviction": "LOW", "archetype": 4, "themes": [ "cyclical-industrials", "prediction-markets-betting", "managed-care-health-services", "ai-datacenter-infrastructure" ] }, { "ticker": "VLO", "name": "Valero Energy Corporation", "url": "https://frontierpicks.com/dossiers/VLO/", "outcome": "played_out", "outcome_date": "2026-08-12", "published": "2026-07-22", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 1, "themes": [ "oil-energy-geopolitical", "biofuels-low-carbon" ] }, { "ticker": "ASX", "name": "ASE Technology Holding Co., Ltd.", "url": "https://frontierpicks.com/dossiers/ASX/", "outcome": "played_out", "outcome_date": "2026-08-12", "published": "2026-05-01", "invalidation_fired": false, "conviction": "LOW", "archetype": 2, "themes": [ "semi-foundry-equipment", "ai-datacenter-infrastructure", "ai-chips-memory" ] }, { "ticker": "BWIN", "name": "The Baldwin Insurance Group, Inc.", "url": "https://frontierpicks.com/dossiers/BWIN/", "outcome": "played_out", "outcome_date": "2026-08-12", "published": "2026-06-30", "invalidation_fired": false, "conviction": "LOW", "archetype": 5, "themes": [ "semi-foundry-equipment", "ai-enterprise-software" ] }, { "ticker": "CGC", "name": "Canopy Growth Corporation", "url": "https://frontierpicks.com/dossiers/CGC/", "outcome": "played_out", "outcome_date": "2026-08-12", "published": "2026-04-23", "invalidation_fired": false, "conviction": "LOW", "archetype": 5, "themes": [ "cannabis-reclassification", "crypto-exchanges-financials" ] }, { "ticker": "CRS", "name": "Carpenter Technology Corp", "url": "https://frontierpicks.com/dossiers/CRS/", "outcome": "invalidated", "outcome_date": "2026-08-12", "published": "2026-04-23", "invalidation_fired": true, "conviction": "LOW", "archetype": 2, "themes": [ "critical-materials-rare-earths" ] }, { "ticker": "SATL", "name": "Satellogic Inc.", "url": "https://frontierpicks.com/dossiers/SATL/", "outcome": "played_out", "outcome_date": "2026-08-12", "published": "2026-04-23", "invalidation_fired": false, "conviction": "LOW", "archetype": 6, "themes": [ "space-economy" ] }, { "ticker": "CGEM", "name": "Cullinan Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/CGEM/", "outcome": "played_out", "outcome_date": "2026-08-11", "published": "2026-07-10", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 5, "themes": [ "oncology-immunology", "precision-biotech-therapeutics" ] }, { "ticker": "HTZ", "name": "Hertz Global Holdings, Inc", "url": "https://frontierpicks.com/dossiers/HTZ/", "outcome": "played_out", "outcome_date": "2026-08-11", "published": "2026-04-19", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 6, "themes": [ "squeeze-momentum-setups", "ev-autonomous-mobility", "consumer-discretionary-rotation", "freight-logistics" ] }, { "ticker": "SE", "name": "Sea Limited", "url": "https://frontierpicks.com/dossiers/SE/", "outcome": "played_out", "outcome_date": "2026-08-11", "published": "2026-07-14", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 1, "themes": [ "emerging-markets", "fintech-consumer-credit", "consumer-discretionary-rotation", "prediction-markets-betting" ] }, { "ticker": "BBBY", "name": "Bed Bath & Beyond, Inc.", "url": "https://frontierpicks.com/dossiers/BBBY/", "outcome": "invalidated", "outcome_date": "2026-08-11", "published": "2026-06-16", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "cyclical-industrials", "consumer-discretionary-rotation", "crypto-exchanges-financials", "squeeze-momentum-setups" ] }, { "ticker": "BCAX", "name": "Bicara Therapeutics Inc.", "url": "https://frontierpicks.com/dossiers/BCAX/", "outcome": "invalidated", "outcome_date": "2026-08-11", "published": "2026-06-30", "invalidation_fired": true, "conviction": "LOW", "archetype": 5, "themes": [ "oncology-immunology", "binary-catalyst-biotech" ] }, { "ticker": "DJT", "name": "Trump Media & Technology Group Corp.", "url": "https://frontierpicks.com/dossiers/DJT/", "outcome": "invalidated", "outcome_date": "2026-08-11", "published": "2026-07-28", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "cyclical-industrials", "ai-datacenter-infrastructure", "crypto-exchanges-financials", "ai-enterprise-software" ] }, { "ticker": "EVC", "name": "Entravision Communication", "url": "https://frontierpicks.com/dossiers/EVC/", "outcome": "invalidated", "outcome_date": "2026-08-11", "published": "2026-05-07", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "ai-enterprise-software", "cyclical-industrials", "small-cap-value-rotation" ] }, { "ticker": "IMRX", "name": "Immuneering Corporation", "url": "https://frontierpicks.com/dossiers/IMRX/", "outcome": "played_out", "outcome_date": "2026-08-11", "published": "2026-07-10", "invalidation_fired": false, "conviction": "LOW", "archetype": 5, "themes": [ "oncology-immunology", "m-and-a-special-situations", "binary-catalyst-biotech" ] }, { "ticker": "PANL", "name": "Pangaea Logistics Solutions Ltd.", "url": "https://frontierpicks.com/dossiers/PANL/", "outcome": "invalidated", "outcome_date": "2026-08-11", "published": "2026-08-03", "invalidation_fired": true, "conviction": "LOW", "archetype": 5, "themes": [ "freight-logistics", "small-cap-value-rotation" ] }, { "ticker": "PBI", "name": "Pitney Bowes Inc.", "url": "https://frontierpicks.com/dossiers/PBI/", "outcome": "invalidated", "outcome_date": "2026-08-11", "published": "2026-04-23", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "m-and-a-special-situations", "cyclical-industrials" ] }, { "ticker": "RUM", "name": "Rumble Inc.", "url": "https://frontierpicks.com/dossiers/RUM/", "outcome": "played_out", "outcome_date": "2026-08-11", "published": "2026-04-29", "invalidation_fired": false, "conviction": "LOW", "archetype": 4, "themes": [ "ai-datacenter-infrastructure" ] }, { "ticker": "CLF", "name": "Cleveland-Cliffs Inc.", "url": "https://frontierpicks.com/dossiers/CLF/", "outcome": "played_out", "outcome_date": "2026-08-10", "published": "2026-04-23", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 4, "themes": [ "critical-materials-rare-earths" ] }, { "ticker": "ORKA", "name": "Oruka Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/ORKA/", "outcome": "played_out", "outcome_date": "2026-08-10", "published": "2026-04-19", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 5, "themes": [ "oncology-immunology", "binary-catalyst-biotech" ] }, { "ticker": "VG", "name": "Venture Global, Inc.", "url": "https://frontierpicks.com/dossiers/VG/", "outcome": "played_out", "outcome_date": "2026-08-10", "published": "2026-07-21", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 1, "themes": [ "oil-energy-geopolitical", "ai-datacenter-infrastructure" ] }, { "ticker": "EQNR", "name": "Equinor ASA", "url": "https://frontierpicks.com/dossiers/EQNR/", "outcome": "played_out", "outcome_date": "2026-08-10", "published": "2026-07-24", "invalidation_fired": false, "conviction": "LOW", "archetype": 7, "themes": [ "oil-energy-geopolitical", "cybersecurity", "ai-datacenter-infrastructure" ] }, { "ticker": "FBIN", "name": "Fortune Brands Innovations, Inc.", "url": "https://frontierpicks.com/dossiers/FBIN/", "outcome": "invalidated", "outcome_date": "2026-08-10", "published": "2026-07-01", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "housing-homebuilders-proptech", "cyclical-industrials", "fintech-consumer-credit" ] }, { "ticker": "GLUE", "name": "Monte Rosa Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/GLUE/", "outcome": "played_out", "outcome_date": "2026-08-10", "published": "2026-07-12", "invalidation_fired": false, "conviction": "LOW", "archetype": 5, "themes": [ "precision-biotech-therapeutics", "oncology-immunology" ] }, { "ticker": "MGM", "name": "MGM RESORTS INTERNATIONAL", "url": "https://frontierpicks.com/dossiers/MGM/", "outcome": "invalidated", "outcome_date": "2026-08-10", "published": "2026-06-11", "invalidation_fired": true, "conviction": "LOW", "archetype": 5, "themes": [ "m-and-a-special-situations", "prediction-markets-betting", "consumer-discretionary-rotation" ] }, { "ticker": "TORO", "name": "Toro Corp.", "url": "https://frontierpicks.com/dossiers/TORO/", "outcome": "played_out", "outcome_date": "2026-08-10", "published": "2026-04-28", "invalidation_fired": false, "conviction": "LOW", "archetype": 6, "themes": [ "freight-logistics", "m-and-a-special-situations", "small-cap-value-rotation" ] }, { "ticker": "WLFC", "name": "Willis Lease Finance Corporation", "url": "https://frontierpicks.com/dossiers/WLFC/", "outcome": "invalidated", "outcome_date": "2026-08-10", "published": "2026-07-08", "invalidation_fired": true, "conviction": "LOW", "archetype": 2, "themes": [ "space-economy", "small-cap-value-rotation", "m-and-a-special-situations" ] }, { "ticker": "WSC", "name": "WillScot Holdings Corporation", "url": "https://frontierpicks.com/dossiers/WSC/", "outcome": "invalidated", "outcome_date": "2026-08-10", "published": "2026-05-10", "invalidation_fired": true, "conviction": "LOW", "archetype": 3, "themes": [ "ai-datacenter-infrastructure", "industrial-power-grid", "space-economy", "m-and-a-special-situations" ] }, { "ticker": "OKLO", "name": "Oklo Inc.", "url": "https://frontierpicks.com/dossiers/OKLO/", "outcome": "played_out", "outcome_date": "2026-08-07", "published": "2026-04-19", "invalidation_fired": false, "conviction": "LOW", "archetype": 5, "themes": [ "nuclear-uranium" ] }, { "ticker": "CCC", "name": "CCC Intelligent Solutions Holdings Inc.", "url": "https://frontierpicks.com/dossiers/CCC/", "outcome": "played_out", "outcome_date": "2026-08-07", "published": "2026-07-15", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 5, "themes": [ "m-and-a-special-situations", "ai-enterprise-software" ] }, { "ticker": "FRD", "name": "Friedman Industries Inc.", "url": "https://frontierpicks.com/dossiers/FRD/", "outcome": "played_out", "outcome_date": "2026-08-07", "published": "2026-07-14", "invalidation_fired": false, "conviction": "LOW", "archetype": 7, "themes": [ "cyclical-industrials", "critical-materials-rare-earths" ] }, { "ticker": "SENS", "name": "Senseonics Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/SENS/", "outcome": "played_out", "outcome_date": "2026-08-07", "published": "2026-06-05", "invalidation_fired": false, "conviction": "LOW", "archetype": 7, "themes": [ "medtech-diagnostics" ] }, { "ticker": "TNDM", "name": "Tandem Diabetes Care, Inc.", "url": "https://frontierpicks.com/dossiers/TNDM/", "outcome": "played_out", "outcome_date": "2026-08-07", "published": "2026-06-17", "invalidation_fired": false, "conviction": "LOW", "archetype": 4, "themes": [ "medtech-diagnostics" ] }, { "ticker": "WEAV", "name": "Weave Communications, Inc.", "url": "https://frontierpicks.com/dossiers/WEAV/", "outcome": "invalidated", "outcome_date": "2026-08-07", "published": "2026-07-15", "invalidation_fired": true, "conviction": "LOW", "archetype": 3, "themes": [ "ai-enterprise-software", "ai-datacenter-infrastructure", "managed-care-health-services" ] }, { "ticker": "WDC", "name": "Western Digital Corporation", "url": "https://frontierpicks.com/dossiers/WDC/", "outcome": "invalidated", "outcome_date": "2026-08-06", "published": "2026-04-19", "invalidation_fired": true, "conviction": "LOW", "archetype": 2, "themes": [ "ai-chips-memory", "ai-datacenter-infrastructure", "networking-optical" ] }, { "ticker": "ELF", "name": "e.l.f. Beauty, Inc.", "url": "https://frontierpicks.com/dossiers/ELF/", "outcome": "played_out", "outcome_date": "2026-08-06", "published": "2026-07-01", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 5, "themes": [ "consumer-discretionary-rotation", "semi-foundry-equipment" ] }, { "ticker": "MIRM", "name": "Mirum Pharmaceuticals, Inc.", "url": "https://frontierpicks.com/dossiers/MIRM/", "outcome": "invalidated", "outcome_date": "2026-08-06", "published": "2026-07-10", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 5, "themes": [ "rare-disease-gene-therapy", "precision-biotech-therapeutics", "binary-catalyst-biotech" ] }, { "ticker": "RAPP", "name": "Rapport Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/RAPP/", "outcome": "played_out", "outcome_date": "2026-08-06", "published": "2026-04-19", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 5, "themes": [ "precision-biotech-therapeutics", "binary-catalyst-biotech" ] }, { "ticker": "AKBA", "name": "Akebia Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/AKBA/", "outcome": "invalidated", "outcome_date": "2026-08-06", "published": "2026-07-10", "invalidation_fired": true, "conviction": "LOW", "archetype": 5, "themes": [ "precision-biotech-therapeutics" ] }, { "ticker": "BROS", "name": "Dutch Bros Inc.", "url": "https://frontierpicks.com/dossiers/BROS/", "outcome": "invalidated", "outcome_date": "2026-08-06", "published": "2026-06-12", "invalidation_fired": true, "conviction": "LOW", "archetype": 7, "themes": [ "consumer-discretionary-rotation" ] }, { "ticker": "CHYM", "name": "Chime Financial, Inc.", "url": "https://frontierpicks.com/dossiers/CHYM/", "outcome": "played_out", "outcome_date": "2026-08-06", "published": "2026-07-21", "invalidation_fired": false, "conviction": "LOW", "archetype": 5, "themes": [ "fintech-consumer-credit" ] }, { "ticker": "FLY", "name": "Firefly Aerospace Inc.", "url": "https://frontierpicks.com/dossiers/FLY/", "outcome": "played_out", "outcome_date": "2026-08-06", "published": "2026-04-23", "invalidation_fired": false, "conviction": "LOW", "archetype": 7, "themes": [ "space-economy" ] }, { "ticker": "GGAL", "name": "Grupo Financiero Galicia S.A.", "url": "https://frontierpicks.com/dossiers/GGAL/", "outcome": "invalidated", "outcome_date": "2026-08-06", "published": "2026-06-14", "invalidation_fired": true, "conviction": "LOW", "archetype": 1, "themes": [ "emerging-markets" ] }, { "ticker": "GOLF", "name": "Acushnet Holdings Corp.", "url": "https://frontierpicks.com/dossiers/GOLF/", "outcome": "invalidated", "outcome_date": "2026-08-06", "published": "2026-07-05", "invalidation_fired": true, "conviction": "LOW", "archetype": 1, "themes": [ "consumer-discretionary-rotation", "cybersecurity" ] }, { "ticker": "HELP", "name": "Cybin Inc.", "url": "https://frontierpicks.com/dossiers/HELP/", "outcome": "played_out", "outcome_date": "2026-08-06", "published": "2026-06-30", "invalidation_fired": false, "conviction": "LOW", "archetype": 6, "themes": [ "precision-biotech-therapeutics" ] }, { "ticker": "LZ", "name": "LegalZoom.com, Inc.", "url": "https://frontierpicks.com/dossiers/LZ/", "outcome": "invalidated", "outcome_date": "2026-08-06", "published": "2026-07-23", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "ai-datacenter-infrastructure", "cyclical-industrials", "managed-care-health-services", "small-cap-value-rotation" ] }, { "ticker": "NWPX", "name": "NWPX Infrastructure, Inc.", "url": "https://frontierpicks.com/dossiers/NWPX/", "outcome": "invalidated", "outcome_date": "2026-08-06", "published": "2026-05-17", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "ai-datacenter-infrastructure", "cyclical-industrials" ] }, { "ticker": "QURE", "name": "uniQure N.V.", "url": "https://frontierpicks.com/dossiers/QURE/", "outcome": "played_out", "outcome_date": "2026-08-06", "published": "2026-05-27", "invalidation_fired": false, "conviction": "LOW", "archetype": 5, "themes": [ "precision-biotech-therapeutics", "rare-disease-gene-therapy", "binary-catalyst-biotech" ] }, { "ticker": "ZVRA", "name": "Zevra Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/ZVRA/", "outcome": "played_out", "outcome_date": "2026-08-06", "published": "2026-06-11", "invalidation_fired": false, "conviction": "LOW", "archetype": 5, "themes": [ "rare-disease-gene-therapy", "binary-catalyst-biotech", "precision-biotech-therapeutics" ] }, { "ticker": "BBAR", "name": "Banco BBVA Argentina S.A.", "url": "https://frontierpicks.com/dossiers/BBAR/", "outcome": "invalidated", "outcome_date": "2026-08-05", "published": "2026-06-14", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 1, "themes": [ "emerging-markets", "critical-materials-rare-earths" ] }, { "ticker": "GHRS", "name": "GH Research PLC", "url": "https://frontierpicks.com/dossiers/GHRS/", "outcome": "played_out", "outcome_date": "2026-08-05", "published": "2026-07-17", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 5, "themes": [ "binary-catalyst-biotech", "precision-biotech-therapeutics" ] }, { "ticker": "COMP", "name": "Compass, Inc.", "url": "https://frontierpicks.com/dossiers/COMP/", "outcome": "played_out", "outcome_date": "2026-08-05", "published": "2026-06-28", "invalidation_fired": false, "conviction": "LOW", "archetype": 4, "themes": [ "housing-homebuilders-proptech", "cyclical-industrials" ] }, { "ticker": "TBI", "name": "Trueblue, Inc.", "url": "https://frontierpicks.com/dossiers/TBI/", "outcome": "played_out", "outcome_date": "2026-08-05", "published": "2026-07-23", "invalidation_fired": false, "conviction": "LOW", "archetype": 4, "themes": [ "ai-datacenter-infrastructure", "industrial-power-grid", "managed-care-health-services", "small-cap-value-rotation" ] }, { "ticker": "UI", "name": "Ubiquiti Inc.", "url": "https://frontierpicks.com/dossiers/UI/", "outcome": "played_out", "outcome_date": "2026-08-05", "published": "2026-04-19", "invalidation_fired": false, "conviction": "LOW", "archetype": 5, "themes": [ "networking-optical", "squeeze-momentum-setups", "binary-catalyst-biotech" ] }, { "ticker": "HRI", "name": "Herc Holdings Inc.", "url": "https://frontierpicks.com/dossiers/HRI/", "outcome": "played_out", "outcome_date": "2026-08-04", "published": "2026-05-15", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 3, "themes": [ "ai-datacenter-infrastructure", "industrial-power-grid", "gpu-cloud-neoclouds" ] }, { "ticker": "NKTR", "name": "Nektar Therapeutics", "url": "https://frontierpicks.com/dossiers/NKTR/", "outcome": "played_out", "outcome_date": "2026-08-04", "published": "2026-04-19", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 5, "themes": [ "precision-biotech-therapeutics", "binary-catalyst-biotech", "m-and-a-special-situations" ] }, { "ticker": "AEIS", "name": "Advanced Energy Industries, Inc.", "url": "https://frontierpicks.com/dossiers/AEIS/", "outcome": "played_out", "outcome_date": "2026-08-04", "published": "2026-04-23", "invalidation_fired": false, "conviction": "LOW", "archetype": 2, "themes": [ "industrial-power-grid" ] }, { "ticker": "AOSL", "name": "Alpha and Omega Semiconductor Limited", "url": "https://frontierpicks.com/dossiers/AOSL/", "outcome": "played_out", "outcome_date": "2026-08-04", "published": "2026-04-19", "invalidation_fired": false, "conviction": "LOW", "archetype": 2, "themes": [ "ai-datacenter-infrastructure", "ai-chips-memory" ] }, { "ticker": "BRKR", "name": "Bruker Corporation", "url": "https://frontierpicks.com/dossiers/BRKR/", "outcome": "invalidated", "outcome_date": "2026-08-04", "published": "2026-06-05", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "medtech-diagnostics", "ai-chips-memory", "physical-ai-robotics" ] }, { "ticker": "DDOG", "name": "Datadog, Inc.", "url": "https://frontierpicks.com/dossiers/DDOG/", "outcome": "played_out", "outcome_date": "2026-08-04", "published": "2026-05-10", "invalidation_fired": false, "conviction": "LOW", "archetype": 3, "themes": [ "ai-enterprise-software", "gpu-cloud-neoclouds", "ai-datacenter-infrastructure" ] }, { "ticker": "ORIC", "name": "Oric Pharmaceuticals, Inc.", "url": "https://frontierpicks.com/dossiers/ORIC/", "outcome": "played_out", "outcome_date": "2026-08-04", "published": "2026-07-15", "invalidation_fired": false, "conviction": "LOW", "archetype": 5, "themes": [ "oncology-immunology", "binary-catalyst-biotech" ] }, { "ticker": "VECO", "name": "Veeco Instruments Inc.", "url": "https://frontierpicks.com/dossiers/VECO/", "outcome": "played_out", "outcome_date": "2026-08-04", "published": "2026-04-22", "invalidation_fired": false, "conviction": "LOW", "archetype": 5, "themes": [ "m-and-a-special-situations", "semi-foundry-equipment", "ai-chips-memory", "semiconductors-analog" ] }, { "ticker": "WGS", "name": "GeneDx Holdings Corp.", "url": "https://frontierpicks.com/dossiers/WGS/", "outcome": "played_out", "outcome_date": "2026-08-04", "published": "2026-06-05", "invalidation_fired": false, "conviction": "LOW", "archetype": 5, "themes": [ "medtech-diagnostics" ] }, { "ticker": "AMBA", "name": "Ambarella, Inc.", "url": "https://frontierpicks.com/dossiers/AMBA/", "outcome": "played_out", "outcome_date": "2026-08-03", "published": "2026-05-13", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 2, "themes": [ "physical-ai-robotics", "ai-chips-memory", "semiconductors-analog", "freight-logistics" ] }, { "ticker": "PGEN", "name": "Precigen, Inc.", "url": "https://frontierpicks.com/dossiers/PGEN/", "outcome": "played_out", "outcome_date": "2026-08-03", "published": "2026-07-07", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 5, "themes": [ "oncology-immunology" ] }, { "ticker": "RRGB", "name": "Red Robin Gourmet Burgers, Inc.", "url": "https://frontierpicks.com/dossiers/RRGB/", "outcome": "played_out", "outcome_date": "2026-08-03", "published": "2026-07-15", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 4, "themes": [ "consumer-discretionary-rotation" ] }, { "ticker": "AAPL", "name": "Apple Inc.", "url": "https://frontierpicks.com/dossiers/AAPL/", "outcome": "invalidated", "outcome_date": "2026-08-03", "published": "2026-04-23", "invalidation_fired": true, "conviction": "LOW", "archetype": 5, "themes": [ "megacap-ai-platforms" ] }, { "ticker": "AGX", "name": "Argan, Inc", "url": "https://frontierpicks.com/dossiers/AGX/", "outcome": "played_out", "outcome_date": "2026-08-03", "published": "2026-04-19", "invalidation_fired": false, "conviction": "LOW", "archetype": 2, "themes": [ "ai-datacenter-infrastructure", "industrial-power-grid" ] }, { "ticker": "ATEN", "name": "A10 Networks Inc", "url": "https://frontierpicks.com/dossiers/ATEN/", "outcome": "invalidated", "outcome_date": "2026-08-03", "published": "2026-04-19", "invalidation_fired": true, "conviction": "LOW", "archetype": 3, "themes": [ "ai-datacenter-infrastructure", "networking-optical" ] }, { "ticker": "BTE", "name": "Baytex Energy Corp.", "url": "https://frontierpicks.com/dossiers/BTE/", "outcome": "played_out", "outcome_date": "2026-08-03", "published": "2026-05-19", "invalidation_fired": false, "conviction": "LOW", "archetype": 1, "themes": [ "oil-energy-geopolitical" ] }, { "ticker": "FIG", "name": "Figma, Inc.", "url": "https://frontierpicks.com/dossiers/FIG/", "outcome": "played_out", "outcome_date": "2026-08-03", "published": "2026-07-20", "invalidation_fired": false, "conviction": "LOW", "archetype": 5, "themes": [ "ai-enterprise-software" ] }, { "ticker": "KURA", "name": "Kura Oncology, Inc.", "url": "https://frontierpicks.com/dossiers/KURA/", "outcome": "invalidated", "outcome_date": "2026-08-03", "published": "2026-07-10", "invalidation_fired": true, "conviction": "LOW", "archetype": 5, "themes": [ "oncology-immunology", "precision-biotech-therapeutics", "m-and-a-special-situations" ] }, { "ticker": "MDB", "name": "MongoDB, Inc.", "url": "https://frontierpicks.com/dossiers/MDB/", "outcome": "played_out", "outcome_date": "2026-08-03", "published": "2026-05-19", "invalidation_fired": false, "conviction": "LOW", "archetype": 2, "themes": [ "ai-enterprise-software", "ai-datacenter-infrastructure" ] }, { "ticker": "MSFT", "name": "Microsoft Corporation", "url": "https://frontierpicks.com/dossiers/MSFT/", "outcome": "played_out", "outcome_date": "2026-08-03", "published": "2026-04-23", "invalidation_fired": false, "conviction": "LOW", "archetype": 1, "themes": [ "megacap-ai-platforms" ] }, { "ticker": "ODFL", "name": "Old Dominion Freight Line, Inc.", "url": "https://frontierpicks.com/dossiers/ODFL/", "outcome": "invalidated", "outcome_date": "2026-08-03", "published": "2026-06-10", "invalidation_fired": true, "conviction": "LOW", "archetype": 7, "themes": [ "freight-logistics", "cyclical-industrials", "managed-care-health-services" ] }, { "ticker": "RDW", "name": "Redwire Corporation", "url": "https://frontierpicks.com/dossiers/RDW/", "outcome": "played_out", "outcome_date": "2026-08-03", "published": "2026-04-23", "invalidation_fired": false, "conviction": "LOW", "archetype": 6, "themes": [ "space-economy" ] }, { "ticker": "SABR", "name": "Sabre Corporation", "url": "https://frontierpicks.com/dossiers/SABR/", "outcome": "played_out", "outcome_date": "2026-08-03", "published": "2026-04-22", "invalidation_fired": false, "conviction": "LOW", "archetype": 4, "themes": [ "travel-leisure", "ai-enterprise-software", "consumer-discretionary-rotation" ] }, { "ticker": "SVV", "name": "Savers Value Village, Inc.", "url": "https://frontierpicks.com/dossiers/SVV/", "outcome": "played_out", "outcome_date": "2026-08-03", "published": "2026-06-14", "invalidation_fired": false, "conviction": "LOW", "archetype": 7, "themes": [ "consumer-discretionary-rotation" ] }, { "ticker": "XRX", "name": "Xerox Holdings Corporation", "url": "https://frontierpicks.com/dossiers/XRX/", "outcome": "played_out", "outcome_date": "2026-08-03", "published": "2026-05-03", "invalidation_fired": false, "conviction": "LOW", "archetype": 4, "themes": [ "m-and-a-special-situations", "cyclical-industrials" ] }, { "ticker": "VCYT", "name": "Veracyte, Inc.", "url": "https://frontierpicks.com/dossiers/VCYT/", "outcome": "invalidated", "outcome_date": "2026-07-31", "published": "2026-05-21", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 2, "themes": [ "medtech-diagnostics", "oncology-immunology" ] }, { "ticker": "NSIT", "name": "Insight Enterprises, Inc.", "url": "https://frontierpicks.com/dossiers/NSIT/", "outcome": "played_out", "outcome_date": "2026-07-31", "published": "2026-06-05", "invalidation_fired": false, "conviction": "LOW", "archetype": 4, "themes": [ "ai-datacenter-infrastructure", "ai-enterprise-software", "gpu-cloud-neoclouds" ] }, { "ticker": "RBLX", "name": "Roblox Corporation", "url": "https://frontierpicks.com/dossiers/RBLX/", "outcome": "invalidated", "outcome_date": "2026-07-31", "published": "2026-07-14", "invalidation_fired": true, "conviction": "LOW", "archetype": 5, "themes": [ "consumer-discretionary-rotation", "ai-enterprise-software" ] }, { "ticker": "MRX", "name": "Marex Group plc", "url": "https://frontierpicks.com/dossiers/MRX/", "outcome": "played_out", "outcome_date": "2026-07-30", "published": "2026-04-20", "invalidation_fired": false, "conviction": "HIGH", "archetype": 2, "themes": [ "m-and-a-special-situations", "crypto-exchanges-financials", "critical-materials-rare-earths" ] }, { "ticker": "PRCH", "name": "Porch Group, Inc.", "url": "https://frontierpicks.com/dossiers/PRCH/", "outcome": "played_out", "outcome_date": "2026-07-30", "published": "2026-05-15", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 4, "themes": [ "housing-homebuilders-proptech" ] }, { "ticker": "KSS", "name": "Kohls Corporation", "url": "https://frontierpicks.com/dossiers/KSS/", "outcome": "played_out", "outcome_date": "2026-07-30", "published": "2026-06-14", "invalidation_fired": false, "conviction": "LOW", "archetype": 6, "themes": [ "consumer-discretionary-rotation", "squeeze-momentum-setups" ] }, { "ticker": "SNEX", "name": "StoneX Group Inc.", "url": "https://frontierpicks.com/dossiers/SNEX/", "outcome": "played_out", "outcome_date": "2026-07-30", "published": "2026-04-20", "invalidation_fired": false, "conviction": "LOW", "archetype": 4, "themes": [ "crypto-exchanges-financials", "prediction-markets-betting" ] }, { "ticker": "UNIT", "name": "Uniti Group Inc.", "url": "https://frontierpicks.com/dossiers/UNIT/", "outcome": "invalidated", "outcome_date": "2026-07-30", "published": "2026-04-19", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "ai-datacenter-infrastructure", "biofuels-low-carbon", "m-and-a-special-situations" ] }, { "ticker": "IREN", "name": "IREN Limited", "url": "https://frontierpicks.com/dossiers/IREN/", "outcome": "invalidated", "outcome_date": "2026-07-29", "published": "2026-04-19", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "gpu-cloud-neoclouds" ] }, { "ticker": "NNE", "name": "Nano Nuclear Energy Inc.", "url": "https://frontierpicks.com/dossiers/NNE/", "outcome": "invalidated", "outcome_date": "2026-07-29", "published": "2026-04-19", "invalidation_fired": true, "conviction": "LOW", "archetype": 1, "themes": [ "nuclear-uranium" ] }, { "ticker": "CRDO", "name": "Credo Technology Group Holding Ltd", "url": "https://frontierpicks.com/dossiers/CRDO/", "outcome": "invalidated", "outcome_date": "2026-07-29", "published": "2026-04-20", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 2, "themes": [ "networking-optical", "ai-datacenter-infrastructure", "ai-chips-memory" ] }, { "ticker": "CTOS", "name": "Custom Truck One Source, Inc.", "url": "https://frontierpicks.com/dossiers/CTOS/", "outcome": "invalidated", "outcome_date": "2026-07-29", "published": "2026-05-01", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 2, "themes": [ "industrial-power-grid", "ai-datacenter-infrastructure", "cyclical-industrials", "gpu-cloud-neoclouds" ] }, { "ticker": "MEI", "name": "Methode Electronics", "url": "https://frontierpicks.com/dossiers/MEI/", "outcome": "invalidated", "outcome_date": "2026-07-29", "published": "2026-05-13", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 4, "themes": [ "ai-datacenter-infrastructure", "industrial-power-grid", "cyclical-industrials" ] }, { "ticker": "RMAX", "name": "Re/Max Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/RMAX/", "outcome": "invalidated", "outcome_date": "2026-07-29", "published": "2026-04-28", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 5, "themes": [ "m-and-a-special-situations" ] }, { "ticker": "CAKE", "name": "Cheesecake Factory Incorporated (The)", "url": "https://frontierpicks.com/dossiers/CAKE/", "outcome": "played_out", "outcome_date": "2026-07-29", "published": "2026-06-14", "invalidation_fired": false, "conviction": "LOW", "archetype": 4, "themes": [ "consumer-discretionary-rotation" ] }, { "ticker": "DDD", "name": "3D Systems Corporation", "url": "https://frontierpicks.com/dossiers/DDD/", "outcome": "invalidated", "outcome_date": "2026-07-29", "published": "2026-05-13", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "defense-aerospace", "critical-materials-rare-earths", "cyclical-industrials" ] }, { "ticker": "ENOV", "name": "Enovis Corporation", "url": "https://frontierpicks.com/dossiers/ENOV/", "outcome": "played_out", "outcome_date": "2026-07-29", "published": "2026-07-17", "invalidation_fired": false, "conviction": "LOW", "archetype": 4, "themes": [ "medtech-diagnostics", "cyclical-industrials" ] }, { "ticker": "FOUR", "name": "Shift4 Payments, Inc.", "url": "https://frontierpicks.com/dossiers/FOUR/", "outcome": "played_out", "outcome_date": "2026-07-29", "published": "2026-07-14", "invalidation_fired": false, "conviction": "LOW", "archetype": 5, "themes": [ "fintech-consumer-credit", "travel-leisure", "consumer-discretionary-rotation" ] }, { "ticker": "GTX", "name": "Garrett Motion Inc.", "url": "https://frontierpicks.com/dossiers/GTX/", "outcome": "invalidated", "outcome_date": "2026-07-29", "published": "2026-05-13", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "ai-datacenter-infrastructure", "cyclical-industrials" ] }, { "ticker": "IART", "name": "Integra LifeSciences Holdings Corporation", "url": "https://frontierpicks.com/dossiers/IART/", "outcome": "invalidated", "outcome_date": "2026-07-29", "published": "2026-05-20", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "medtech-diagnostics" ] }, { "ticker": "JACK", "name": "Jack In The Box Inc.", "url": "https://frontierpicks.com/dossiers/JACK/", "outcome": "played_out", "outcome_date": "2026-07-29", "published": "2026-06-29", "invalidation_fired": false, "conviction": "LOW", "archetype": 6, "themes": [ "squeeze-momentum-setups", "consumer-discretionary-rotation", "m-and-a-special-situations" ] }, { "ticker": "LUNR", "name": "Intuitive Machines, Inc.", "url": "https://frontierpicks.com/dossiers/LUNR/", "outcome": "invalidated", "outcome_date": "2026-07-29", "published": "2026-04-23", "invalidation_fired": true, "conviction": "LOW", "archetype": 6, "themes": [ "space-economy" ] }, { "ticker": "ON", "name": "ON Semiconductor Corporation", "url": "https://frontierpicks.com/dossiers/ON/", "outcome": "invalidated", "outcome_date": "2026-07-29", "published": "2026-04-23", "invalidation_fired": true, "conviction": "LOW", "archetype": 3, "themes": [ "industrial-power-grid", "ai-chips-memory", "semi-foundry-equipment" ] }, { "ticker": "OUST", "name": "Ouster, Inc.", "url": "https://frontierpicks.com/dossiers/OUST/", "outcome": "invalidated", "outcome_date": "2026-07-29", "published": "2026-04-29", "invalidation_fired": true, "conviction": "LOW", "archetype": 6, "themes": [ "physical-ai-robotics", "defense-aerospace", "ai-datacenter-infrastructure" ] }, { "ticker": "PAY", "name": "Paymentus Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/PAY/", "outcome": "played_out", "outcome_date": "2026-07-29", "published": "2026-07-12", "invalidation_fired": false, "conviction": "LOW", "archetype": 2, "themes": [ "fintech-consumer-credit", "ai-datacenter-infrastructure", "ai-enterprise-software" ] }, { "ticker": "SITM", "name": "SiTime Corporation", "url": "https://frontierpicks.com/dossiers/SITM/", "outcome": "invalidated", "outcome_date": "2026-07-29", "published": "2026-04-19", "invalidation_fired": true, "conviction": "LOW", "archetype": 2, "themes": [ "ai-datacenter-infrastructure", "networking-optical", "ai-chips-memory", "semi-foundry-equipment", "m-and-a-special-situations" ] }, { "ticker": "RXO", "name": "RXO, Inc.", "url": "https://frontierpicks.com/dossiers/RXO/", "outcome": "invalidated", "outcome_date": "2026-07-28", "published": "2026-04-20", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 1, "themes": [ "freight-logistics", "cyclical-industrials", "managed-care-health-services" ] }, { "ticker": "STX", "name": "Seagate Technology Holdings PLC", "url": "https://frontierpicks.com/dossiers/STX/", "outcome": "invalidated", "outcome_date": "2026-07-28", "published": "2026-04-19", "invalidation_fired": true, "conviction": "LOW", "archetype": 2, "themes": [ "ai-chips-memory", "ai-datacenter-infrastructure" ] }, { "ticker": "UMC", "name": "United Microelectronic Corp.", "url": "https://frontierpicks.com/dossiers/UMC/", "outcome": "invalidated", "outcome_date": "2026-07-28", "published": "2026-05-01", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "semi-foundry-equipment", "networking-optical", "ai-datacenter-infrastructure" ] }, { "ticker": "MTUM", "name": "", "url": "https://frontierpicks.com/dossiers/MTUM/", "outcome": "invalidated", "outcome_date": "2026-07-28", "published": "2026-07-02", "invalidation_fired": true, "conviction": "LOW", "archetype": 1, "themes": [ "ai-chips-memory", "ai-datacenter-infrastructure", "semi-foundry-equipment", "oil-energy-geopolitical" ] }, { "ticker": "ACIW", "name": "ACI Worldwide, Inc.", "url": "https://frontierpicks.com/dossiers/ACIW/", "outcome": "played_out", "outcome_date": "2026-07-28", "published": "2026-07-17", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 4, "themes": [ "m-and-a-special-situations", "fintech-consumer-credit", "ai-datacenter-infrastructure" ] }, { "ticker": "SNDX", "name": "Syndax Pharmaceuticals, Inc.", "url": "https://frontierpicks.com/dossiers/SNDX/", "outcome": "invalidated", "outcome_date": "2026-07-28", "published": "2026-07-12", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 5, "themes": [ "oncology-immunology", "precision-biotech-therapeutics" ] }, { "ticker": "ALHC", "name": "Alignment Healthcare, Inc.", "url": "https://frontierpicks.com/dossiers/ALHC/", "outcome": "invalidated", "outcome_date": "2026-07-28", "published": "2026-06-26", "invalidation_fired": true, "conviction": "LOW", "archetype": 5, "themes": [ "managed-care-health-services", "oil-energy-geopolitical", "small-cap-value-rotation" ] }, { "ticker": "CDW", "name": "CDW Corporation", "url": "https://frontierpicks.com/dossiers/CDW/", "outcome": "played_out", "outcome_date": "2026-07-28", "published": "2026-06-10", "invalidation_fired": false, "conviction": "LOW", "archetype": 3, "themes": [ "ai-datacenter-infrastructure", "ai-enterprise-software" ] }, { "ticker": "FN", "name": "Fabrinet", "url": "https://frontierpicks.com/dossiers/FN/", "outcome": "invalidated", "outcome_date": "2026-07-28", "published": "2026-04-30", "invalidation_fired": true, "conviction": "LOW", "archetype": 2, "themes": [ "networking-optical", "ai-datacenter-infrastructure", "cyclical-industrials" ] }, { "ticker": "LILAK", "name": "Liberty Latin America Ltd.", "url": "https://frontierpicks.com/dossiers/LILAK/", "outcome": "played_out", "outcome_date": "2026-07-28", "published": "2026-06-29", "invalidation_fired": false, "conviction": "LOW", "archetype": 7, "themes": [ "m-and-a-special-situations", "emerging-markets" ] }, { "ticker": "MTRN", "name": "Materion Corporation", "url": "https://frontierpicks.com/dossiers/MTRN/", "outcome": "invalidated", "outcome_date": "2026-07-28", "published": "2026-06-21", "invalidation_fired": true, "conviction": "LOW", "archetype": 1, "themes": [ "critical-materials-rare-earths", "defense-aerospace", "ai-chips-memory", "cyclical-industrials" ] }, { "ticker": "TH", "name": "Target Hospitality Corp.", "url": "https://frontierpicks.com/dossiers/TH/", "outcome": "invalidated", "outcome_date": "2026-07-28", "published": "2026-04-19", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "ai-datacenter-infrastructure", "cyclical-industrials", "housing-homebuilders-proptech" ] }, { "ticker": "UCTT", "name": "Ultra Clean Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/UCTT/", "outcome": "invalidated", "outcome_date": "2026-07-28", "published": "2026-04-19", "invalidation_fired": true, "conviction": "LOW", "archetype": 2, "themes": [ "semi-foundry-equipment", "freight-logistics", "ai-chips-memory", "ai-datacenter-infrastructure" ] }, { "ticker": "VERU", "name": "Veru Inc.", "url": "https://frontierpicks.com/dossiers/VERU/", "outcome": "invalidated", "outcome_date": "2026-07-28", "published": "2026-06-05", "invalidation_fired": true, "conviction": "LOW", "archetype": 6, "themes": [ "precision-biotech-therapeutics", "small-cap-value-rotation" ] }, { "ticker": "EVH", "name": "Evolent Health, Inc", "url": "https://frontierpicks.com/dossiers/EVH/", "outcome": "invalidated", "outcome_date": "2026-07-27", "published": "2026-06-29", "invalidation_fired": true, "conviction": "LOW", "archetype": 5, "themes": [ "managed-care-health-services", "oncology-immunology" ] }, { "ticker": "LGIH", "name": "LGI Homes, Inc.", "url": "https://frontierpicks.com/dossiers/LGIH/", "outcome": "played_out", "outcome_date": "2026-07-27", "published": "2026-06-26", "invalidation_fired": false, "conviction": "LOW", "archetype": 1, "themes": [ "housing-homebuilders-proptech", "cyclical-industrials", "fintech-consumer-credit" ] }, { "ticker": "M", "name": "Macy's Inc.", "url": "https://frontierpicks.com/dossiers/M/", "outcome": "played_out", "outcome_date": "2026-07-27", "published": "2026-06-14", "invalidation_fired": false, "conviction": "LOW", "archetype": 4, "themes": [ "consumer-discretionary-rotation" ] }, { "ticker": "MYE", "name": "Myers Industries, Inc.", "url": "https://frontierpicks.com/dossiers/MYE/", "outcome": "played_out", "outcome_date": "2026-07-27", "published": "2026-06-30", "invalidation_fired": false, "conviction": "LOW", "archetype": 4, "themes": [ "small-cap-value-rotation", "cyclical-industrials", "ai-datacenter-infrastructure" ] }, { "ticker": "MYGN", "name": "Myriad Genetics, Inc.", "url": "https://frontierpicks.com/dossiers/MYGN/", "outcome": "invalidated", "outcome_date": "2026-07-27", "published": "2026-06-26", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "precision-biotech-therapeutics", "medtech-diagnostics" ] }, { "ticker": "NEO", "name": "NeoGenomics, Inc.", "url": "https://frontierpicks.com/dossiers/NEO/", "outcome": "invalidated", "outcome_date": "2026-07-27", "published": "2026-06-10", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "precision-biotech-therapeutics", "medtech-diagnostics" ] }, { "ticker": "NOK", "name": "Nokia Corporation", "url": "https://frontierpicks.com/dossiers/NOK/", "outcome": "invalidated", "outcome_date": "2026-07-27", "published": "2026-04-30", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "networking-optical", "ai-datacenter-infrastructure", "ai-enterprise-software", "semi-foundry-equipment" ] }, { "ticker": "NUTX", "name": "Nutex Health Inc.", "url": "https://frontierpicks.com/dossiers/NUTX/", "outcome": "invalidated", "outcome_date": "2026-07-27", "published": "2026-07-02", "invalidation_fired": true, "conviction": "LOW", "archetype": 6, "themes": [ "managed-care-health-services", "squeeze-momentum-setups" ] }, { "ticker": "REAX", "name": "The Real Brokerage, Inc.", "url": "https://frontierpicks.com/dossiers/REAX/", "outcome": "invalidated", "outcome_date": "2026-07-27", "published": "2026-07-15", "invalidation_fired": true, "conviction": "LOW", "archetype": 5, "themes": [ "m-and-a-special-situations" ] }, { "ticker": "SMCI", "name": "Super Micro Computer, Inc.", "url": "https://frontierpicks.com/dossiers/SMCI/", "outcome": "played_out", "outcome_date": "2026-07-27", "published": "2026-05-24", "invalidation_fired": false, "conviction": "LOW", "archetype": 6, "themes": [ "ai-datacenter-infrastructure", "ai-chips-memory" ] }, { "ticker": "VICR", "name": "Vicor Corporation", "url": "https://frontierpicks.com/dossiers/VICR/", "outcome": "invalidated", "outcome_date": "2026-07-27", "published": "2026-04-23", "invalidation_fired": true, "conviction": "LOW", "archetype": 2, "themes": [ "industrial-power-grid" ] }, { "ticker": "AFRM", "name": "Affirm Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/AFRM/", "outcome": "invalidated", "outcome_date": "2026-07-24", "published": "2026-04-20", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 1, "themes": [ "fintech-consumer-credit", "consumer-discretionary-rotation" ] }, { "ticker": "MRCY", "name": "Mercury Systems Inc", "url": "https://frontierpicks.com/dossiers/MRCY/", "outcome": "played_out", "outcome_date": "2026-07-23", "published": "2026-07-06", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 4, "themes": [ "defense-aerospace", "cyclical-industrials" ] }, { "ticker": "PANW", "name": "Palo Alto Networks, Inc.", "url": "https://frontierpicks.com/dossiers/PANW/", "outcome": "invalidated", "outcome_date": "2026-07-23", "published": "2026-05-19", "invalidation_fired": true, "conviction": "HIGH", "archetype": 1, "themes": [ "cybersecurity", "ai-datacenter-infrastructure", "ai-enterprise-software" ] }, { "ticker": "BAND", "name": "Bandwidth Inc.", "url": "https://frontierpicks.com/dossiers/BAND/", "outcome": "invalidated", "outcome_date": "2026-07-23", "published": "2026-04-19", "invalidation_fired": true, "conviction": "LOW", "archetype": 6, "themes": [ "gpu-cloud-neoclouds", "ai-datacenter-infrastructure", "small-cap-value-rotation" ] }, { "ticker": "GCMG", "name": "GCM Grosvenor Inc.", "url": "https://frontierpicks.com/dossiers/GCMG/", "outcome": "invalidated", "outcome_date": "2026-07-23", "published": "2026-07-08", "invalidation_fired": true, "conviction": "LOW", "archetype": 3, "themes": [ "ai-datacenter-infrastructure", "biofuels-low-carbon", "crypto-exchanges-financials", "small-cap-value-rotation" ] }, { "ticker": "MMYT", "name": "MakeMyTrip Limited", "url": "https://frontierpicks.com/dossiers/MMYT/", "outcome": "invalidated", "outcome_date": "2026-07-23", "published": "2026-07-10", "invalidation_fired": true, "conviction": "LOW", "archetype": 5, "themes": [ "travel-leisure", "consumer-discretionary-rotation", "fintech-consumer-credit" ] }, { "ticker": "XXI", "name": "Twenty One Capital, Inc.", "url": "https://frontierpicks.com/dossiers/XXI/", "outcome": "invalidated", "outcome_date": "2026-07-23", "published": "2026-05-03", "invalidation_fired": true, "conviction": "LOW", "archetype": 1, "themes": [ "crypto-exchanges-financials" ] }, { "ticker": "ALGT", "name": "Allegiant Travel Company", "url": "https://frontierpicks.com/dossiers/ALGT/", "outcome": "invalidated", "outcome_date": "2026-07-22", "published": "2026-06-21", "invalidation_fired": true, "conviction": "HIGH", "archetype": 4, "themes": [ "semi-foundry-equipment", "travel-leisure", "consumer-discretionary-rotation", "biofuels-low-carbon" ] }, { "ticker": "FROG", "name": "JFrog Ltd.", "url": "https://frontierpicks.com/dossiers/FROG/", "outcome": "invalidated", "outcome_date": "2026-07-22", "published": "2026-05-17", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 3, "themes": [ "cybersecurity", "ai-enterprise-software" ] }, { "ticker": "YETI", "name": "YETI Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/YETI/", "outcome": "played_out", "outcome_date": "2026-07-22", "published": "2026-06-14", "invalidation_fired": false, "conviction": "LOW", "archetype": 4, "themes": [ "consumer-discretionary-rotation", "freight-logistics" ] }, { "ticker": "AGYS", "name": "Agilysys, Inc.", "url": "https://frontierpicks.com/dossiers/AGYS/", "outcome": "invalidated", "outcome_date": "2026-07-22", "published": "2026-06-07", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "ai-enterprise-software" ] }, { "ticker": "RARE", "name": "Ultragenyx Pharmaceutical Inc.", "url": "https://frontierpicks.com/dossiers/RARE/", "outcome": "invalidated", "outcome_date": "2026-07-22", "published": "2026-07-01", "invalidation_fired": true, "conviction": "LOW", "archetype": 5, "themes": [ "rare-disease-gene-therapy", "binary-catalyst-biotech", "precision-biotech-therapeutics" ] }, { "ticker": "BULL", "name": "Webull Corporation", "url": "https://frontierpicks.com/dossiers/BULL/", "outcome": "played_out", "outcome_date": "2026-07-21", "published": "2026-05-06", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 6, "themes": [ "crypto-exchanges-financials", "fintech-consumer-credit", "ai-datacenter-infrastructure" ] }, { "ticker": "TWLO", "name": "Twilio Inc.", "url": "https://frontierpicks.com/dossiers/TWLO/", "outcome": "invalidated", "outcome_date": "2026-07-21", "published": "2026-05-05", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 4, "themes": [ "ai-enterprise-software", "ai-datacenter-infrastructure", "cyclical-industrials" ] }, { "ticker": "ZBIO", "name": "Zenas BioPharma, Inc.", "url": "https://frontierpicks.com/dossiers/ZBIO/", "outcome": "played_out", "outcome_date": "2026-07-21", "published": "2026-07-02", "invalidation_fired": false, "conviction": "LOW", "archetype": 5, "themes": [ "binary-catalyst-biotech", "oncology-immunology", "rare-disease-gene-therapy" ] }, { "ticker": "BTGO", "name": "BitGo Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/BTGO/", "outcome": "played_out", "outcome_date": "2026-07-21", "published": "2026-05-10", "invalidation_fired": false, "conviction": "LOW", "archetype": 5, "themes": [ "crypto-exchanges-financials", "m-and-a-special-situations" ] }, { "ticker": "CORT", "name": "Corcept Therapeutics Incorporated", "url": "https://frontierpicks.com/dossiers/CORT/", "outcome": "played_out", "outcome_date": "2026-07-21", "published": "2026-04-20", "invalidation_fired": false, "conviction": "LOW", "archetype": 5, "themes": [ "oncology-immunology", "binary-catalyst-biotech", "precision-biotech-therapeutics" ] }, { "ticker": "CPIX", "name": "Cumberland Pharmaceuticals Inc.", "url": "https://frontierpicks.com/dossiers/CPIX/", "outcome": "played_out", "outcome_date": "2026-07-21", "published": "2026-05-14", "invalidation_fired": false, "conviction": "LOW", "archetype": 4, "themes": [ "m-and-a-special-situations", "precision-biotech-therapeutics", "rare-disease-gene-therapy" ] }, { "ticker": "PLUG", "name": "Plug Power, Inc.", "url": "https://frontierpicks.com/dossiers/PLUG/", "outcome": "played_out", "outcome_date": "2026-07-21", "published": "2026-04-26", "invalidation_fired": false, "conviction": "LOW", "archetype": 6, "themes": [ "solar-clean-energy", "industrial-power-grid", "ai-datacenter-infrastructure" ] }, { "ticker": "W", "name": "Wayfair Inc.", "url": "https://frontierpicks.com/dossiers/W/", "outcome": "invalidated", "outcome_date": "2026-07-21", "published": "2026-06-16", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "consumer-discretionary-rotation", "housing-homebuilders-proptech" ] }, { "ticker": "AMC", "name": "Amc Entertainment Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/AMC/", "outcome": "played_out", "outcome_date": "2026-07-20", "published": "2026-04-19", "invalidation_fired": false, "conviction": "LOW", "archetype": 4, "themes": [ "freight-logistics", "consumer-discretionary-rotation", "squeeze-momentum-setups" ] }, { "ticker": "AMKR", "name": "Amkor Technology, Inc.", "url": "https://frontierpicks.com/dossiers/AMKR/", "outcome": "invalidated", "outcome_date": "2026-07-20", "published": "2026-04-20", "invalidation_fired": true, "conviction": "LOW", "archetype": 2, "themes": [ "semi-foundry-equipment", "ai-chips-memory" ] }, { "ticker": "BB", "name": "BlackBerry Limited", "url": "https://frontierpicks.com/dossiers/BB/", "outcome": "invalidated", "outcome_date": "2026-07-20", "published": "2026-04-20", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 6, "themes": [ "ai-enterprise-software", "cybersecurity", "cyclical-industrials" ] }, { "ticker": "CLS", "name": "Celestica, Inc.", "url": "https://frontierpicks.com/dossiers/CLS/", "outcome": "invalidated", "outcome_date": "2026-07-20", "published": "2026-04-20", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 2, "themes": [ "ai-datacenter-infrastructure", "cyclical-industrials", "megacap-ai-platforms" ] }, { "ticker": "ENPH", "name": "Enphase Energy, Inc.", "url": "https://frontierpicks.com/dossiers/ENPH/", "outcome": "invalidated", "outcome_date": "2026-07-20", "published": "2026-05-15", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "solar-clean-energy", "industrial-power-grid", "ai-datacenter-infrastructure", "ai-chips-memory" ] }, { "ticker": "SANA", "name": "Sana Biotechnology, Inc.", "url": "https://frontierpicks.com/dossiers/SANA/", "outcome": "invalidated", "outcome_date": "2026-07-20", "published": "2026-07-12", "invalidation_fired": true, "conviction": "LOW", "archetype": 5, "themes": [ "rare-disease-gene-therapy", "binary-catalyst-biotech" ] }, { "ticker": "SPRY", "name": "ARS Pharmaceuticals, Inc.", "url": "https://frontierpicks.com/dossiers/SPRY/", "outcome": "invalidated", "outcome_date": "2026-07-20", "published": "2026-06-17", "invalidation_fired": true, "conviction": "LOW", "archetype": 5, "themes": [ "precision-biotech-therapeutics", "space-economy" ] }, { "ticker": "FWRD", "name": "Forward Air Corporation", "url": "https://frontierpicks.com/dossiers/FWRD/", "outcome": "played_out", "outcome_date": "2026-07-17", "published": "2026-04-20", "invalidation_fired": false, "conviction": "LOW", "archetype": 5, "themes": [ "cyclical-industrials", "freight-logistics", "binary-catalyst-biotech" ] }, { "ticker": "EXTR", "name": "Extreme Networks, Inc.", "url": "https://frontierpicks.com/dossiers/EXTR/", "outcome": "invalidated", "outcome_date": "2026-07-16", "published": "2026-05-01", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "networking-optical", "ai-enterprise-software", "ai-datacenter-infrastructure" ] }, { "ticker": "MARA", "name": "MARA Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/MARA/", "outcome": "invalidated", "outcome_date": "2026-07-16", "published": "2026-04-24", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 4, "themes": [ "bitcoin-miners", "ai-datacenter-infrastructure", "industrial-power-grid", "crypto-exchanges-financials", "gpu-cloud-neoclouds" ] }, { "ticker": "PDFS", "name": "PDF Solutions, Inc.", "url": "https://frontierpicks.com/dossiers/PDFS/", "outcome": "invalidated", "outcome_date": "2026-07-16", "published": "2026-06-16", "invalidation_fired": true, "conviction": "LOW", "archetype": 2, "themes": [ "semi-foundry-equipment", "ai-enterprise-software", "ai-chips-memory" ] }, { "ticker": "STM", "name": "STMicroelectronics N.V.", "url": "https://frontierpicks.com/dossiers/STM/", "outcome": "invalidated", "outcome_date": "2026-07-16", "published": "2026-04-19", "invalidation_fired": true, "conviction": "LOW", "archetype": 5, "themes": [ "semiconductors-analog", "ai-datacenter-infrastructure", "ai-chips-memory", "space-economy" ] }, { "ticker": "TMC", "name": "TMC the metals company Inc.", "url": "https://frontierpicks.com/dossiers/TMC/", "outcome": "invalidated", "outcome_date": "2026-07-16", "published": "2026-05-07", "invalidation_fired": true, "conviction": "LOW", "archetype": 5, "themes": [ "critical-materials-rare-earths", "bitcoin-miners", "cyclical-industrials" ] }, { "ticker": "KMX", "name": "CarMax Inc.", "url": "https://frontierpicks.com/dossiers/KMX/", "outcome": "played_out", "outcome_date": "2026-07-15", "published": "2026-06-14", "invalidation_fired": false, "conviction": "LOW", "archetype": 4, "themes": [ "consumer-discretionary-rotation", "fintech-consumer-credit" ] }, { "ticker": "LEGN", "name": "Legend Biotech Corporation", "url": "https://frontierpicks.com/dossiers/LEGN/", "outcome": "invalidated", "outcome_date": "2026-07-15", "published": "2026-04-22", "invalidation_fired": true, "conviction": "LOW", "archetype": 1, "themes": [ "rare-disease-gene-therapy", "precision-biotech-therapeutics", "oncology-immunology" ] }, { "ticker": "BBY", "name": "Best Buy Company, Inc.", "url": "https://frontierpicks.com/dossiers/BBY/", "outcome": "played_out", "outcome_date": "2026-07-14", "published": "2026-06-14", "invalidation_fired": false, "conviction": "LOW", "archetype": 4, "themes": [ "consumer-discretionary-rotation", "ai-datacenter-infrastructure", "cyclical-industrials" ] }, { "ticker": "CLPT", "name": "ClearPoint Neuro, Inc.", "url": "https://frontierpicks.com/dossiers/CLPT/", "outcome": "invalidated", "outcome_date": "2026-07-14", "published": "2026-06-17", "invalidation_fired": true, "conviction": "LOW", "archetype": 2, "themes": [ "medtech-diagnostics", "rare-disease-gene-therapy", "precision-biotech-therapeutics" ] }, { "ticker": "NXT", "name": "Nextpower Inc.", "url": "https://frontierpicks.com/dossiers/NXT/", "outcome": "invalidated", "outcome_date": "2026-07-13", "published": "2026-05-17", "invalidation_fired": true, "conviction": "LOW", "archetype": 3, "themes": [ "solar-clean-energy", "industrial-power-grid", "ai-datacenter-infrastructure" ] }, { "ticker": "PD", "name": "PagerDuty, Inc.", "url": "https://frontierpicks.com/dossiers/PD/", "outcome": "played_out", "outcome_date": "2026-07-13", "published": "2026-06-07", "invalidation_fired": false, "conviction": "LOW", "archetype": 4, "themes": [ "ai-enterprise-software", "m-and-a-special-situations" ] }, { "ticker": "JOBY", "name": "Joby Aviation, Inc.", "url": "https://frontierpicks.com/dossiers/JOBY/", "outcome": "invalidated", "outcome_date": "2026-07-13", "published": "2026-05-28", "invalidation_fired": true, "conviction": "LOW", "archetype": 5, "themes": [ "ev-autonomous-mobility", "defense-aerospace" ] }, { "ticker": "STUB", "name": "StubHub Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/STUB/", "outcome": "invalidated", "outcome_date": "2026-07-13", "published": "2026-06-14", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "consumer-discretionary-rotation", "travel-leisure", "fintech-consumer-credit" ] }, { "ticker": "WING", "name": "Wingstop Inc.", "url": "https://frontierpicks.com/dossiers/WING/", "outcome": "invalidated", "outcome_date": "2026-07-13", "published": "2026-06-14", "invalidation_fired": true, "conviction": "LOW", "archetype": 5, "themes": [ "consumer-discretionary-rotation", "managed-care-health-services", "biofuels-low-carbon", "precision-biotech-therapeutics" ] }, { "ticker": "AMD", "name": "Advanced Micro Devices, Inc.", "url": "https://frontierpicks.com/dossiers/AMD/", "outcome": "played_out", "outcome_date": "2026-07-10", "published": "2026-04-19", "invalidation_fired": false, "conviction": "LOW", "archetype": 2, "themes": [ "ai-chips-memory" ] }, { "ticker": "OXM", "name": "Oxford Industries, Inc.", "url": "https://frontierpicks.com/dossiers/OXM/", "outcome": "played_out", "outcome_date": "2026-07-09", "published": "2026-04-20", "invalidation_fired": false, "conviction": "LOW", "archetype": 4, "themes": [ "consumer-discretionary-rotation", "m-and-a-special-situations", "small-cap-value-rotation" ] }, { "ticker": "PNRG", "name": "PrimeEnergy Resources Corporation", "url": "https://frontierpicks.com/dossiers/PNRG/", "outcome": "played_out", "outcome_date": "2026-07-09", "published": "2026-05-19", "invalidation_fired": false, "conviction": "LOW", "archetype": 6, "themes": [ "oil-energy-geopolitical", "small-cap-value-rotation" ] }, { "ticker": "NEXA", "name": "Nexa Resources S.A.", "url": "https://frontierpicks.com/dossiers/NEXA/", "outcome": "played_out", "outcome_date": "2026-07-09", "published": "2026-04-19", "invalidation_fired": false, "conviction": "LOW", "archetype": 4, "themes": [ "critical-materials-rare-earths", "emerging-markets" ] }, { "ticker": "PENG", "name": "Penguin Solutions, Inc.", "url": "https://frontierpicks.com/dossiers/PENG/", "outcome": "played_out", "outcome_date": "2026-07-08", "published": "2026-04-20", "invalidation_fired": false, "conviction": "LOW", "archetype": 2, "themes": [ "ai-datacenter-infrastructure", "ai-chips-memory", "small-cap-value-rotation" ] }, { "ticker": "GCO", "name": "Genesco Inc.", "url": "https://frontierpicks.com/dossiers/GCO/", "outcome": "invalidated", "outcome_date": "2026-07-08", "published": "2026-04-20", "invalidation_fired": true, "conviction": "LOW", "archetype": 5, "themes": [ "consumer-discretionary-rotation", "cyclical-industrials", "m-and-a-special-situations" ] }, { "ticker": "KALU", "name": "Kaiser Aluminum Corporation", "url": "https://frontierpicks.com/dossiers/KALU/", "outcome": "invalidated", "outcome_date": "2026-07-08", "published": "2026-04-23", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "cyclical-industrials", "critical-materials-rare-earths", "defense-aerospace", "oil-energy-geopolitical" ] }, { "ticker": "MTH", "name": "Meritage Homes Corporation", "url": "https://frontierpicks.com/dossiers/MTH/", "outcome": "invalidated", "outcome_date": "2026-07-08", "published": "2026-06-26", "invalidation_fired": true, "conviction": "LOW", "archetype": 1, "themes": [ "housing-homebuilders-proptech", "cyclical-industrials", "consumer-discretionary-rotation" ] }, { "ticker": "SHOO", "name": "Steven Madden, Ltd.", "url": "https://frontierpicks.com/dossiers/SHOO/", "outcome": "invalidated", "outcome_date": "2026-07-08", "published": "2026-05-03", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "consumer-discretionary-rotation", "freight-logistics", "cyclical-industrials" ] }, { "ticker": "FORM", "name": "FormFactor, Inc.", "url": "https://frontierpicks.com/dossiers/FORM/", "outcome": "invalidated", "outcome_date": "2026-07-07", "published": "2026-04-19", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 2, "themes": [ "semi-foundry-equipment", "ai-chips-memory" ] }, { "ticker": "HIVE", "name": "HIVE Digital Technologies Ltd.", "url": "https://frontierpicks.com/dossiers/HIVE/", "outcome": "invalidated", "outcome_date": "2026-07-07", "published": "2026-05-19", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "bitcoin-miners", "gpu-cloud-neoclouds", "ai-datacenter-infrastructure" ] }, { "ticker": "KFRC", "name": "Kforce Inc.", "url": "https://frontierpicks.com/dossiers/KFRC/", "outcome": "played_out", "outcome_date": "2026-07-07", "published": "2026-04-29", "invalidation_fired": false, "conviction": "LOW", "archetype": 4, "themes": [ "managed-care-health-services", "ai-enterprise-software", "prediction-markets-betting" ] }, { "ticker": "KOS", "name": "Kosmos Energy Ltd.", "url": "https://frontierpicks.com/dossiers/KOS/", "outcome": "played_out", "outcome_date": "2026-07-07", "published": "2026-04-19", "invalidation_fired": false, "conviction": "LOW", "archetype": 1, "themes": [ "oil-energy-geopolitical" ] }, { "ticker": "LGN", "name": "Legence Corp.", "url": "https://frontierpicks.com/dossiers/LGN/", "outcome": "invalidated", "outcome_date": "2026-07-07", "published": "2026-04-19", "invalidation_fired": true, "conviction": "LOW", "archetype": 2, "themes": [ "ai-datacenter-infrastructure", "industrial-power-grid" ] }, { "ticker": "RMBS", "name": "Rambus Inc.", "url": "https://frontierpicks.com/dossiers/RMBS/", "outcome": "invalidated", "outcome_date": "2026-07-07", "published": "2026-04-24", "invalidation_fired": true, "conviction": "LOW", "archetype": 2, "themes": [ "ai-chips-memory", "ai-datacenter-infrastructure" ] }, { "ticker": "VSH", "name": "Vishay Intertechnology, Inc.", "url": "https://frontierpicks.com/dossiers/VSH/", "outcome": "invalidated", "outcome_date": "2026-07-07", "published": "2026-04-19", "invalidation_fired": true, "conviction": "LOW", "archetype": 5, "themes": [ "industrial-power-grid" ] }, { "ticker": "MRVL", "name": "Marvell Technology, Inc.", "url": "https://frontierpicks.com/dossiers/MRVL/", "outcome": "invalidated", "outcome_date": "2026-07-06", "published": "2026-04-19", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 2, "themes": [ "ai-datacenter-infrastructure", "ai-chips-memory" ] }, { "ticker": "IMOS", "name": "ChipMOS TECHNOLOGIES INC.", "url": "https://frontierpicks.com/dossiers/IMOS/", "outcome": "played_out", "outcome_date": "2026-07-06", "published": "2026-06-23", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 3, "themes": [ "ai-chips-memory", "semi-foundry-equipment" ] }, { "ticker": "LPG", "name": "Dorian Lpg Ltd", "url": "https://frontierpicks.com/dossiers/LPG/", "outcome": "played_out", "outcome_date": "2026-07-06", "published": "2026-05-21", "invalidation_fired": false, "conviction": "LOW", "archetype": 1, "themes": [ "freight-logistics", "oil-energy-geopolitical" ] }, { "ticker": "BTDR", "name": "Bitdeer Technologies Group", "url": "https://frontierpicks.com/dossiers/BTDR/", "outcome": "invalidated", "outcome_date": "2026-07-06", "published": "2026-04-20", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "bitcoin-miners", "ai-datacenter-infrastructure", "gpu-cloud-neoclouds", "industrial-power-grid" ] }, { "ticker": "CIEN", "name": "Ciena Corporation", "url": "https://frontierpicks.com/dossiers/CIEN/", "outcome": "invalidated", "outcome_date": "2026-07-06", "published": "2026-04-19", "invalidation_fired": true, "conviction": "LOW", "archetype": 2, "themes": [ "networking-optical" ] }, { "ticker": "FLEX", "name": "Flex Ltd.", "url": "https://frontierpicks.com/dossiers/FLEX/", "outcome": "invalidated", "outcome_date": "2026-07-06", "published": "2026-05-07", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "ai-datacenter-infrastructure", "industrial-power-grid", "cyclical-industrials" ] }, { "ticker": "FPS", "name": "Forgent Power Solutions, Inc.", "url": "https://frontierpicks.com/dossiers/FPS/", "outcome": "invalidated", "outcome_date": "2026-07-06", "published": "2026-05-15", "invalidation_fired": true, "conviction": "LOW", "archetype": 3, "themes": [ "industrial-power-grid", "ai-datacenter-infrastructure" ] }, { "ticker": "KEEL", "name": "Keel Infrastructure Corp.", "url": "https://frontierpicks.com/dossiers/KEEL/", "outcome": "invalidated", "outcome_date": "2026-07-06", "published": "2026-04-28", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 4, "themes": [ "ai-datacenter-infrastructure", "bitcoin-miners", "industrial-power-grid" ] }, { "ticker": "MTSI", "name": "MACOM Technology Solutions Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/MTSI/", "outcome": "invalidated", "outcome_date": "2026-07-06", "published": "2026-05-24", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 2, "themes": [ "networking-optical", "ai-datacenter-infrastructure" ] }, { "ticker": "PI", "name": "Impinj, Inc.", "url": "https://frontierpicks.com/dossiers/PI/", "outcome": "played_out", "outcome_date": "2026-07-06", "published": "2026-05-03", "invalidation_fired": false, "conviction": "LOW", "archetype": 5, "themes": [ "freight-logistics", "consumer-discretionary-rotation" ] }, { "ticker": "SAIL", "name": "SailPoint, Inc.", "url": "https://frontierpicks.com/dossiers/SAIL/", "outcome": "played_out", "outcome_date": "2026-07-06", "published": "2026-06-05", "invalidation_fired": false, "conviction": "LOW", "archetype": 3, "themes": [ "cybersecurity", "ai-enterprise-software" ] }, { "ticker": "VIAV", "name": "Viavi Solutions Inc.", "url": "https://frontierpicks.com/dossiers/VIAV/", "outcome": "invalidated", "outcome_date": "2026-07-06", "published": "2026-04-19", "invalidation_fired": true, "conviction": "LOW", "archetype": 2, "themes": [ "networking-optical" ] }, { "ticker": "ATI", "name": "ATI Inc.", "url": "https://frontierpicks.com/dossiers/ATI/", "outcome": "invalidated", "outcome_date": "2026-07-02", "published": "2026-04-23", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 7, "themes": [ "critical-materials-rare-earths" ] }, { "ticker": "KYMR", "name": "Kymera Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/KYMR/", "outcome": "played_out", "outcome_date": "2026-07-02", "published": "2026-06-26", "invalidation_fired": false, "conviction": "NONE", "archetype": 7, "themes": [ "oncology-immunology", "precision-biotech-therapeutics" ] }, { "ticker": "LRCX", "name": "Lam Research Corporation", "url": "https://frontierpicks.com/dossiers/LRCX/", "outcome": "invalidated", "outcome_date": "2026-07-02", "published": "2026-06-18", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 2, "themes": [ "semi-foundry-equipment", "ai-datacenter-infrastructure", "ai-chips-memory" ] }, { "ticker": "ONTO", "name": "Onto Innovation Inc.", "url": "https://frontierpicks.com/dossiers/ONTO/", "outcome": "invalidated", "outcome_date": "2026-07-02", "published": "2026-04-20", "invalidation_fired": true, "conviction": "HIGH", "archetype": 2, "themes": [ "semi-foundry-equipment", "ai-chips-memory", "ai-datacenter-infrastructure" ] }, { "ticker": "TNGX", "name": "Tango Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/TNGX/", "outcome": "invalidated", "outcome_date": "2026-07-02", "published": "2026-04-19", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 7, "themes": [ "oncology-immunology", "binary-catalyst-biotech" ] }, { "ticker": "TSM", "name": "Taiwan Semiconductor Manufacturing Company Ltd.", "url": "https://frontierpicks.com/dossiers/TSM/", "outcome": "invalidated", "outcome_date": "2026-07-02", "published": "2026-04-19", "invalidation_fired": true, "conviction": "HIGH", "archetype": 2, "themes": [ "semi-foundry-equipment" ] }, { "ticker": "MYRG", "name": "MYR Group, Inc.", "url": "https://frontierpicks.com/dossiers/MYRG/", "outcome": "invalidated", "outcome_date": "2026-07-02", "published": "2026-05-03", "invalidation_fired": true, "conviction": "HIGH", "archetype": 2, "themes": [ "industrial-power-grid", "ai-datacenter-infrastructure" ] }, { "ticker": "AESI", "name": "Atlas Energy Solutions Inc.", "url": "https://frontierpicks.com/dossiers/AESI/", "outcome": "invalidated", "outcome_date": "2026-07-02", "published": "2026-05-07", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "ai-datacenter-infrastructure", "industrial-power-grid", "oil-energy-geopolitical" ] }, { "ticker": "AMN", "name": "AMN Healthcare Services", "url": "https://frontierpicks.com/dossiers/AMN/", "outcome": "played_out", "outcome_date": "2026-07-02", "published": "2026-05-10", "invalidation_fired": false, "conviction": "LOW", "archetype": 4, "themes": [ "managed-care-health-services" ] }, { "ticker": "CCJ", "name": "Cameco Corporation", "url": "https://frontierpicks.com/dossiers/CCJ/", "outcome": "invalidated", "outcome_date": "2026-07-01", "published": "2026-04-19", "invalidation_fired": true, "conviction": "LOW", "archetype": 3, "themes": [ "nuclear-uranium" ] }, { "ticker": "HUT", "name": "Hut 8 Corp.", "url": "https://frontierpicks.com/dossiers/HUT/", "outcome": "invalidated", "outcome_date": "2026-07-01", "published": "2026-04-20", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "ai-datacenter-infrastructure", "bitcoin-miners", "industrial-power-grid", "gpu-cloud-neoclouds" ] }, { "ticker": "ALTO", "name": "Alto Ingredients, Inc.", "url": "https://frontierpicks.com/dossiers/ALTO/", "outcome": "played_out", "outcome_date": "2026-07-01", "published": "2026-04-19", "invalidation_fired": false, "conviction": "LOW", "archetype": 4, "themes": [ "biofuels-low-carbon", "cyclical-industrials", "small-cap-value-rotation" ] }, { "ticker": "SXC", "name": "Suncoke Energy Inc", "url": "https://frontierpicks.com/dossiers/SXC/", "outcome": "invalidated", "outcome_date": "2026-07-01", "published": "2026-05-24", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "cyclical-industrials", "critical-materials-rare-earths", "freight-logistics" ] }, { "ticker": "SYRE", "name": "Spyre Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/SYRE/", "outcome": "invalidated", "outcome_date": "2026-06-30", "published": "2026-04-19", "invalidation_fired": true, "conviction": "LOW", "archetype": 7, "themes": [ "precision-biotech-therapeutics", "binary-catalyst-biotech", "oncology-immunology" ] }, { "ticker": "FAC", "name": "Factorial Energy Inc.", "url": "https://frontierpicks.com/dossiers/FAC/", "outcome": "played_out", "outcome_date": "2026-06-30", "published": "2026-06-10", "invalidation_fired": false, "conviction": "LOW", "archetype": 7, "themes": [ "solar-clean-energy", "freight-logistics", "oil-energy-geopolitical", "defense-aerospace" ] }, { "ticker": "AMSC", "name": "American Superconductor Corporation", "url": "https://frontierpicks.com/dossiers/AMSC/", "outcome": "invalidated", "outcome_date": "2026-06-29", "published": "2026-04-22", "invalidation_fired": true, "conviction": "LOW", "archetype": 2, "themes": [ "industrial-power-grid" ] }, { "ticker": "CLSK", "name": "CleanSpark, Inc.", "url": "https://frontierpicks.com/dossiers/CLSK/", "outcome": "invalidated", "outcome_date": "2026-06-29", "published": "2026-05-05", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 4, "themes": [ "bitcoin-miners", "ai-datacenter-infrastructure", "gpu-cloud-neoclouds" ] }, { "ticker": "BTBT", "name": "Bit Digital, Inc.", "url": "https://frontierpicks.com/dossiers/BTBT/", "outcome": "invalidated", "outcome_date": "2026-06-29", "published": "2026-05-12", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "gpu-cloud-neoclouds", "ai-datacenter-infrastructure", "crypto-exchanges-financials" ] }, { "ticker": "SHLS", "name": "Shoals Technologies Group, Inc.", "url": "https://frontierpicks.com/dossiers/SHLS/", "outcome": "played_out", "outcome_date": "2026-06-26", "published": "2026-05-18", "invalidation_fired": false, "conviction": "LOW", "archetype": 3, "themes": [ "ai-datacenter-infrastructure", "solar-clean-energy", "industrial-power-grid" ] }, { "ticker": "PSNL", "name": "Personalis, Inc.", "url": "https://frontierpicks.com/dossiers/PSNL/", "outcome": "played_out", "outcome_date": "2026-06-25", "published": "2026-05-22", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 5, "themes": [ "medtech-diagnostics" ] }, { "ticker": "CEVA", "name": "CEVA, Inc.", "url": "https://frontierpicks.com/dossiers/CEVA/", "outcome": "invalidated", "outcome_date": "2026-06-25", "published": "2026-04-26", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 2, "themes": [ "ai-chips-memory", "physical-ai-robotics" ] }, { "ticker": "TLRY", "name": "Tilray Brands, Inc.", "url": "https://frontierpicks.com/dossiers/TLRY/", "outcome": "invalidated", "outcome_date": "2026-06-25", "published": "2026-04-23", "invalidation_fired": true, "conviction": "LOW", "archetype": 5, "themes": [ "cannabis-reclassification", "bitcoin-miners" ] }, { "ticker": "RGTI", "name": "Rigetti Computing, Inc.", "url": "https://frontierpicks.com/dossiers/RGTI/", "outcome": "invalidated", "outcome_date": "2026-06-24", "published": "2026-04-19", "invalidation_fired": true, "conviction": "LOW", "archetype": 6, "themes": [ "quantum-computing" ] }, { "ticker": "ADPT", "name": "Adaptive Biotechnologies Corporation", "url": "https://frontierpicks.com/dossiers/ADPT/", "outcome": "played_out", "outcome_date": "2026-06-24", "published": "2026-06-11", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 7, "themes": [ "precision-biotech-therapeutics", "medtech-diagnostics" ] }, { "ticker": "GENI", "name": "Genius Sports Limited", "url": "https://frontierpicks.com/dossiers/GENI/", "outcome": "invalidated", "outcome_date": "2026-06-24", "published": "2026-06-09", "invalidation_fired": true, "conviction": "LOW", "archetype": 2, "themes": [ "prediction-markets-betting", "ai-datacenter-infrastructure" ] }, { "ticker": "NBR", "name": "Nabors Industries Ltd.", "url": "https://frontierpicks.com/dossiers/NBR/", "outcome": "invalidated", "outcome_date": "2026-06-24", "published": "2026-05-19", "invalidation_fired": true, "conviction": "LOW", "archetype": 1, "themes": [ "oil-energy-geopolitical", "managed-care-health-services" ] }, { "ticker": "QUIK", "name": "QuickLogic Corporation", "url": "https://frontierpicks.com/dossiers/QUIK/", "outcome": "invalidated", "outcome_date": "2026-06-24", "published": "2026-05-07", "invalidation_fired": true, "conviction": "LOW", "archetype": 6, "themes": [ "ai-chips-memory", "quantum-computing" ] }, { "ticker": "TSHA", "name": "Taysha Gene Therapies, Inc.", "url": "https://frontierpicks.com/dossiers/TSHA/", "outcome": "played_out", "outcome_date": "2026-06-24", "published": "2026-04-20", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 5, "themes": [ "rare-disease-gene-therapy", "precision-biotech-therapeutics", "binary-catalyst-biotech" ] }, { "ticker": "NBIS", "name": "Nebius Group N.V.", "url": "https://frontierpicks.com/dossiers/NBIS/", "outcome": "invalidated", "outcome_date": "2026-06-23", "published": "2026-04-19", "invalidation_fired": true, "conviction": "LOW", "archetype": 1, "themes": [ "gpu-cloud-neoclouds" ] }, { "ticker": "VRT", "name": "Vertiv Holdings Co", "url": "https://frontierpicks.com/dossiers/VRT/", "outcome": "invalidated", "outcome_date": "2026-06-23", "published": "2026-04-19", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 2, "themes": [ "ai-datacenter-infrastructure" ] }, { "ticker": "OKTA", "name": "Okta, Inc.", "url": "https://frontierpicks.com/dossiers/OKTA/", "outcome": "invalidated", "outcome_date": "2026-06-22", "published": "2026-06-05", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 7, "themes": [ "cybersecurity", "ai-enterprise-software", "ai-datacenter-infrastructure" ] }, { "ticker": "SNOW", "name": "Snowflake Inc.", "url": "https://frontierpicks.com/dossiers/SNOW/", "outcome": "invalidated", "outcome_date": "2026-06-22", "published": "2026-06-05", "invalidation_fired": true, "conviction": "LOW", "archetype": 2, "themes": [ "ai-enterprise-software", "ai-datacenter-infrastructure" ] }, { "ticker": "BFLY", "name": "Butterfly Network, Inc.", "url": "https://frontierpicks.com/dossiers/BFLY/", "outcome": "played_out", "outcome_date": "2026-06-22", "published": "2026-06-11", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 7, "themes": [ "medtech-diagnostics", "ai-chips-memory" ] }, { "ticker": "DXCM", "name": "DexCom, Inc.", "url": "https://frontierpicks.com/dossiers/DXCM/", "outcome": "invalidated", "outcome_date": "2026-06-22", "published": "2026-06-09", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 7, "themes": [ "medtech-diagnostics", "precision-biotech-therapeutics" ] }, { "ticker": "MGTX", "name": "MeiraGTx Holdings plc", "url": "https://frontierpicks.com/dossiers/MGTX/", "outcome": "played_out", "outcome_date": "2026-06-17", "published": "2026-04-22", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 5, "themes": [ "rare-disease-gene-therapy", "precision-biotech-therapeutics" ] }, { "ticker": "ZETA", "name": "Zeta Global Holdings Corp.", "url": "https://frontierpicks.com/dossiers/ZETA/", "outcome": "invalidated", "outcome_date": "2026-06-17", "published": "2026-06-07", "invalidation_fired": true, "conviction": "LOW", "archetype": 3, "themes": [ "ai-enterprise-software" ] }, { "ticker": "CDNL", "name": "Cardinal Infrastructure Group Inc.", "url": "https://frontierpicks.com/dossiers/CDNL/", "outcome": "played_out", "outcome_date": "2026-06-17", "published": "2026-04-20", "invalidation_fired": false, "conviction": "LOW", "archetype": 2, "themes": [ "ai-datacenter-infrastructure", "cyclical-industrials", "housing-homebuilders-proptech" ] }, { "ticker": "BLZE", "name": "Backblaze, Inc.", "url": "https://frontierpicks.com/dossiers/BLZE/", "outcome": "played_out", "outcome_date": "2026-06-16", "published": "2026-05-08", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 2, "themes": [ "gpu-cloud-neoclouds", "ai-datacenter-infrastructure", "small-cap-value-rotation" ] }, { "ticker": "IPX", "name": "IperionX Limited", "url": "https://frontierpicks.com/dossiers/IPX/", "outcome": "invalidated", "outcome_date": "2026-06-16", "published": "2026-05-27", "invalidation_fired": true, "conviction": "LOW", "archetype": 1, "themes": [ "critical-materials-rare-earths", "defense-aerospace", "cyclical-industrials" ] }, { "ticker": "OPEN", "name": "Opendoor Technologies Inc", "url": "https://frontierpicks.com/dossiers/OPEN/", "outcome": "played_out", "outcome_date": "2026-06-16", "published": "2026-04-23", "invalidation_fired": false, "conviction": "LOW", "archetype": 6, "themes": [ "housing-homebuilders-proptech" ] }, { "ticker": "PTEN", "name": "Patterson-UTI Energy, Inc.", "url": "https://frontierpicks.com/dossiers/PTEN/", "outcome": "invalidated", "outcome_date": "2026-06-16", "published": "2026-05-19", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "oil-energy-geopolitical", "ai-datacenter-infrastructure", "managed-care-health-services" ] }, { "ticker": "HNGE", "name": "Hinge Health, Inc.", "url": "https://frontierpicks.com/dossiers/HNGE/", "outcome": "played_out", "outcome_date": "2026-06-15", "published": "2026-05-10", "invalidation_fired": false, "conviction": "LOW", "archetype": 1, "themes": [ "managed-care-health-services", "ai-enterprise-software" ] }, { "ticker": "RVMD", "name": "Revolution Medicines, Inc.", "url": "https://frontierpicks.com/dossiers/RVMD/", "outcome": "played_out", "outcome_date": "2026-06-15", "published": "2026-04-20", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 1, "themes": [ "precision-biotech-therapeutics", "oncology-immunology", "binary-catalyst-biotech" ] }, { "ticker": "PRM", "name": "Perimeter Solutions, Inc.", "url": "https://frontierpicks.com/dossiers/PRM/", "outcome": "played_out", "outcome_date": "2026-06-15", "published": "2026-04-23", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 7, "themes": [ "managed-care-health-services", "m-and-a-special-situations", "defense-aerospace" ] }, { "ticker": "TBLA", "name": "Taboola.com Ltd.", "url": "https://frontierpicks.com/dossiers/TBLA/", "outcome": "played_out", "outcome_date": "2026-06-15", "published": "2026-05-08", "invalidation_fired": false, "conviction": "LOW", "archetype": 4, "themes": [ "ai-datacenter-infrastructure", "ai-enterprise-software", "crypto-exchanges-financials" ] }, { "ticker": "ALGM", "name": "Allegro MicroSystems, Inc.", "url": "https://frontierpicks.com/dossiers/ALGM/", "outcome": "played_out", "outcome_date": "2026-06-15", "published": "2026-05-03", "invalidation_fired": false, "conviction": "LOW", "archetype": 2, "themes": [ "semiconductors-analog", "ai-datacenter-infrastructure", "industrial-power-grid" ] }, { "ticker": "AUGO", "name": "Aura Minerals Inc.", "url": "https://frontierpicks.com/dossiers/AUGO/", "outcome": "played_out", "outcome_date": "2026-06-15", "published": "2026-04-19", "invalidation_fired": false, "conviction": "LOW", "archetype": 1, "themes": [ "critical-materials-rare-earths" ] }, { "ticker": "CECO", "name": "CECO Environmental Corp.", "url": "https://frontierpicks.com/dossiers/CECO/", "outcome": "played_out", "outcome_date": "2026-06-15", "published": "2026-05-28", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 3, "themes": [ "industrial-power-grid", "ai-datacenter-infrastructure" ] }, { "ticker": "DIOD", "name": "Diodes Incorporated", "url": "https://frontierpicks.com/dossiers/DIOD/", "outcome": "played_out", "outcome_date": "2026-06-15", "published": "2026-04-19", "invalidation_fired": false, "conviction": "LOW", "archetype": 3, "themes": [ "semiconductors-analog", "ai-datacenter-infrastructure", "industrial-power-grid", "semi-foundry-equipment" ] }, { "ticker": "FIVN", "name": "Five9, Inc.", "url": "https://frontierpicks.com/dossiers/FIVN/", "outcome": "invalidated", "outcome_date": "2026-06-15", "published": "2026-05-05", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "ai-enterprise-software" ] }, { "ticker": "JBLU", "name": "JetBlue Airways Corporation", "url": "https://frontierpicks.com/dossiers/JBLU/", "outcome": "played_out", "outcome_date": "2026-06-15", "published": "2026-04-20", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 5, "themes": [ "travel-leisure", "consumer-discretionary-rotation", "oil-energy-geopolitical" ] }, { "ticker": "MCHP", "name": "Microchip Technology Incorporated", "url": "https://frontierpicks.com/dossiers/MCHP/", "outcome": "played_out", "outcome_date": "2026-06-15", "published": "2026-05-05", "invalidation_fired": false, "conviction": "LOW", "archetype": 4, "themes": [ "ai-datacenter-infrastructure", "semiconductors-analog", "industrial-power-grid", "ai-chips-memory" ] }, { "ticker": "MRAM", "name": "Everspin Technologies, Inc.", "url": "https://frontierpicks.com/dossiers/MRAM/", "outcome": "played_out", "outcome_date": "2026-06-15", "published": "2026-05-03", "invalidation_fired": false, "conviction": "LOW", "archetype": 6, "themes": [ "ai-chips-memory", "squeeze-momentum-setups", "ai-datacenter-infrastructure", "space-economy" ] }, { "ticker": "PCT", "name": "PureCycle Technologies, Inc.", "url": "https://frontierpicks.com/dossiers/PCT/", "outcome": "invalidated", "outcome_date": "2026-06-15", "published": "2026-05-01", "invalidation_fired": true, "conviction": "LOW", "archetype": 6, "themes": [ "squeeze-momentum-setups", "critical-materials-rare-earths", "semi-foundry-equipment", "small-cap-value-rotation" ] }, { "ticker": "POWI", "name": "Power Integrations, Inc.", "url": "https://frontierpicks.com/dossiers/POWI/", "outcome": "played_out", "outcome_date": "2026-06-15", "published": "2026-04-23", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 3, "themes": [ "ai-datacenter-infrastructure", "industrial-power-grid" ] }, { "ticker": "STRO", "name": "Sutro Biopharma, Inc.", "url": "https://frontierpicks.com/dossiers/STRO/", "outcome": "played_out", "outcome_date": "2026-06-15", "published": "2026-05-13", "invalidation_fired": false, "conviction": "LOW", "archetype": 5, "themes": [ "binary-catalyst-biotech", "oncology-immunology", "precision-biotech-therapeutics" ] }, { "ticker": "TER", "name": "Teradyne, Inc.", "url": "https://frontierpicks.com/dossiers/TER/", "outcome": "played_out", "outcome_date": "2026-06-15", "published": "2026-04-19", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 2, "themes": [ "semi-foundry-equipment", "ai-chips-memory", "physical-ai-robotics" ] }, { "ticker": "TRVI", "name": "Trevi Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/TRVI/", "outcome": "played_out", "outcome_date": "2026-06-12", "published": "2026-04-19", "invalidation_fired": false, "conviction": "LOW", "archetype": 5, "themes": [ "precision-biotech-therapeutics", "binary-catalyst-biotech" ] }, { "ticker": "DRTS", "name": "Alpha Tau Medical Ltd.", "url": "https://frontierpicks.com/dossiers/DRTS/", "outcome": "played_out", "outcome_date": "2026-06-11", "published": "2026-05-20", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 5, "themes": [ "oncology-immunology", "medtech-diagnostics", "binary-catalyst-biotech" ] }, { "ticker": "TWST", "name": "Twist Bioscience Corporation", "url": "https://frontierpicks.com/dossiers/TWST/", "outcome": "played_out", "outcome_date": "2026-06-11", "published": "2026-04-22", "invalidation_fired": false, "conviction": "LOW", "archetype": 3, "themes": [ "medtech-diagnostics" ] }, { "ticker": "AZZ", "name": "AZZ Inc.", "url": "https://frontierpicks.com/dossiers/AZZ/", "outcome": "played_out", "outcome_date": "2026-06-11", "published": "2026-04-23", "invalidation_fired": false, "conviction": "LOW", "archetype": 2, "themes": [ "industrial-power-grid" ] }, { "ticker": "INDI", "name": "indie Semiconductor, Inc.", "url": "https://frontierpicks.com/dossiers/INDI/", "outcome": "invalidated", "outcome_date": "2026-06-10", "published": "2026-05-08", "invalidation_fired": true, "conviction": "LOW", "archetype": 2, "themes": [ "semiconductors-analog", "ai-chips-memory", "physical-ai-robotics" ] }, { "ticker": "RIOT", "name": "Riot Platforms, Inc.", "url": "https://frontierpicks.com/dossiers/RIOT/", "outcome": "invalidated", "outcome_date": "2026-06-09", "published": "2026-05-07", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "bitcoin-miners", "ai-datacenter-infrastructure", "gpu-cloud-neoclouds", "industrial-power-grid" ] }, { "ticker": "CLFD", "name": "Clearfield, Inc.", "url": "https://frontierpicks.com/dossiers/CLFD/", "outcome": "invalidated", "outcome_date": "2026-06-09", "published": "2026-05-13", "invalidation_fired": true, "conviction": "LOW", "archetype": 6, "themes": [ "networking-optical", "ai-datacenter-infrastructure" ] }, { "ticker": "INOD", "name": "Innodata Inc.", "url": "https://frontierpicks.com/dossiers/INOD/", "outcome": "invalidated", "outcome_date": "2026-06-09", "published": "2026-05-10", "invalidation_fired": true, "conviction": "LOW", "archetype": 2, "themes": [ "ai-datacenter-infrastructure", "ai-enterprise-software" ] }, { "ticker": "QCOM", "name": "QUALCOMM Incorporated", "url": "https://frontierpicks.com/dossiers/QCOM/", "outcome": "invalidated", "outcome_date": "2026-05-27", "published": "2026-05-08", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 4, "themes": [ "ai-datacenter-infrastructure", "ai-chips-memory", "ai-enterprise-software" ] }, { "ticker": "WEST", "name": "Westrock Coffee Company", "url": "https://frontierpicks.com/dossiers/WEST/", "outcome": "invalidated", "outcome_date": "2026-05-26", "published": "2026-05-19", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "cyclical-industrials", "consumer-discretionary-rotation", "critical-materials-rare-earths", "small-cap-value-rotation" ] }, { "ticker": "PURR", "name": "Hyperliquid Strategies Inc", "url": "https://frontierpicks.com/dossiers/PURR/", "outcome": "invalidated", "outcome_date": "2026-05-22", "published": "2026-05-21", "invalidation_fired": true, "conviction": "LOW", "archetype": 6, "themes": [ "crypto-exchanges-financials" ] }, { "ticker": "WTI", "name": "W&T Offshore, Inc.", "url": "https://frontierpicks.com/dossiers/WTI/", "outcome": "invalidated", "outcome_date": "2026-05-21", "published": "2026-05-14", "invalidation_fired": true, "conviction": "LOW", "archetype": 7, "themes": [ "oil-energy-geopolitical", "squeeze-momentum-setups" ] }, { "ticker": "WULF", "name": "TeraWulf Inc.", "url": "https://frontierpicks.com/dossiers/WULF/", "outcome": "played_out", "outcome_date": "2026-05-19", "published": "2026-04-19", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 4, "themes": [ "gpu-cloud-neoclouds" ] }, { "ticker": "GLW", "name": "Corning Incorporated", "url": "https://frontierpicks.com/dossiers/GLW/", "outcome": "invalidated", "outcome_date": "2026-05-19", "published": "2026-04-19", "invalidation_fired": true, "conviction": "LOW", "archetype": 2, "themes": [ "networking-optical" ] }, { "ticker": "NVDA", "name": "NVIDIA Corporation", "url": "https://frontierpicks.com/dossiers/NVDA/", "outcome": "played_out", "outcome_date": "2026-05-19", "published": "2026-04-19", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 2, "themes": [ "ai-chips-memory" ] }, { "ticker": "RKLB", "name": "Rocket Lab Corporation", "url": "https://frontierpicks.com/dossiers/RKLB/", "outcome": "invalidated", "outcome_date": "2026-05-19", "published": "2026-04-19", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 1, "themes": [ "space-economy" ] }, { "ticker": "MP", "name": "MP Materials Corp.", "url": "https://frontierpicks.com/dossiers/MP/", "outcome": "played_out", "outcome_date": "2026-05-18", "published": "2026-04-23", "invalidation_fired": false, "conviction": "MEDIUM", "archetype": 1, "themes": [ "critical-materials-rare-earths" ] }, { "ticker": "COHR", "name": "Coherent Corp.", "url": "https://frontierpicks.com/dossiers/COHR/", "outcome": "invalidated", "outcome_date": "2026-05-15", "published": "2026-04-19", "invalidation_fired": true, "conviction": "MEDIUM", "archetype": 2, "themes": [ "networking-optical" ] }, { "ticker": "GLXY", "name": "Galaxy Digital Inc.", "url": "https://frontierpicks.com/dossiers/GLXY/", "outcome": "invalidated", "outcome_date": "2026-05-08", "published": "2026-05-01", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "ai-datacenter-infrastructure", "crypto-exchanges-financials", "bitcoin-miners" ] }, { "ticker": "IONQ", "name": "IonQ, Inc.", "url": "https://frontierpicks.com/dossiers/IONQ/", "outcome": "played_out", "outcome_date": "2026-05-05", "published": "2026-04-19", "invalidation_fired": false, "conviction": "LOW", "archetype": 6, "themes": [ "quantum-computing" ] }, { "ticker": "SGMT", "name": "Sagimet Biosciences Inc. Series A", "url": "https://frontierpicks.com/dossiers/SGMT/", "outcome": "invalidated", "outcome_date": "2026-05-01", "published": "2026-04-28", "invalidation_fired": true, "conviction": "LOW", "archetype": 7, "themes": [ "precision-biotech-therapeutics" ] }, { "ticker": "APLD", "name": "Applied Digital Corporation", "url": "https://frontierpicks.com/dossiers/APLD/", "outcome": "invalidated", "outcome_date": "2026-04-29", "published": "2026-04-19", "invalidation_fired": true, "conviction": "LOW", "archetype": 4, "themes": [ "gpu-cloud-neoclouds" ] } ] }, { "id": "radar", "url": "https://frontierpicks.com/radar/", "json_url": "https://frontierpicks.com/radar.json", "format": "html+json-ld+json", "count": 1, "description": "The weekly mechanical momentum-cluster scan — the candidate list the forward theme-bet book curates from. A scan, not a position. No sizes/prices/account details. JSON: leader, members, breadth, volume_ratio." }, { "id": "forecasts", "url": "https://frontierpicks.com/forecasts/", "json_url": "https://frontierpicks.com/forecasts.json", "format": "html+json-ld+json", "count": 1, "description": "The scored theme-bet forecasts: open bets + refusals, each with stated reasoning. A forward experiment published in full; no performance claim is made. No position sizes, prices, or account details. JSON: open/resolved bets (win-probability + invalidation) + rejections." }, { "id": "gates", "url": "https://frontierpicks.com/gates/", "json_url": "https://frontierpicks.com/gates.json", "format": "html+json-ld+json", "count": 1, "description": "The pre-registered, tighten-only kill gates — the conditions under which the strategy is de-scaled or declared dead, published before results. JSON: each criterion + its live verdict." }, { "id": "now", "url": "https://frontierpicks.com/now/", "json_url": "https://frontierpicks.com/now.json", "format": "html+json", "count": 1, "description": "The live market snapshot — the regime call (VIX, breadth, S&P 500 vs 200d EMA), the momentum top movers, and what changed (momentum entrants/exits, theme status moves, regime flips). Non-monetary. JSON: regime + momentum.top + changes slices, each dated." }, { "id": "macro", "url": "https://frontierpicks.com/macro/", "format": "html", "count": 1 }, { "id": "watchlist", "url": "https://frontierpicks.com/watchlist/", "format": "html", "count": 1 }, { "id": "sectors", "url": "https://frontierpicks.com/sector-rotation/", "format": "html", "count": 1 }, { "id": "methodology", "url": "https://frontierpicks.com/methodology/", "format": "html", "count": 1 } ], "digest": [ { "id": "now", "url": "https://frontierpicks.com/now/", "json_url": "https://frontierpicks.com/now.json", "format": "html+json", "summary": "What changed this week across the book: the macro-regime call, the biggest conviction moves, new and refreshed dossiers, accelerating themes, and the catalysts ahead." }, { "id": "macro", "url": "https://frontierpicks.com/macro/", "json_url": "https://frontierpicks.com/macro.json", "format": "html+json", "summary": "The live regime dashboard — VIX, market breadth, the S&P versus its trend, sector heat — plus the weekly rates, credit, breakevens and labour synthesis." }, { "id": "hot", "url": "https://frontierpicks.com/hot/", "json_url": "https://frontierpicks.com/hot.json", "format": "html+json", "summary": "The live momentum board: the strongest US names by a composite momentum score — 1-month price trend 50%, 3-month trend 20% and acceleration 30% — with sector heat and which names have a dossier." }, { "id": "latest", "url": "https://frontierpicks.com/latest/", "json_url": "https://frontierpicks.com/latest.json", "format": "html+json", "summary": "The change feed: every new and refreshed dossier, conviction move, resolved thesis, journal entry and momentum entrant over the last 30 days, grouped by day." }, { "id": "calendar", "url": "https://frontierpicks.com/calendar/", "json_url": "https://frontierpicks.com/calendar.json", "format": "html+json", "summary": "The catalyst calendar: every dated event the model is watching — earnings, FDA decisions, product launches — grouped into this week, next week and later." }, { "id": "themes-motion", "url": "https://frontierpicks.com/themes/motion/", "json_url": "https://frontierpicks.com/themes/motion.json", "format": "html+json", "summary": "The emergent-theme status board: which narrative clusters are accelerating, maturing, or saturated right now, with the names in each and the model's rationale." } ], "guides": [ { "id": "ai-equity-research", "url": "https://frontierpicks.com/ai-equity-research/", "format": "html+json-ld", "description": "Topical pillar: what AI equity research is, why a public + falsifiable track record matters, and the six questions to evaluate an AI stock researcher (Article + FAQPage)." }, { "id": "how-it-works", "url": "https://frontierpicks.com/how-it-works/", "format": "html+json-ld", "description": "The five-stage process, stage by stage: ingest, score, assess (Claude Opus), 1M-context theme-bet curation, mechanical grading against pre-registered kill gates." }, { "id": "anatomy", "url": "https://frontierpicks.com/anatomy/", "format": "html+json-ld", "description": "A live dossier dissected part by part — each section mapped to the stage and model that produces it." }, { "id": "regimes", "url": "https://frontierpicks.com/regimes/", "format": "html+json-ld", "schema": "DefinedTermSet", "description": "Macro-regime taxonomy: each regime is a rule that sets buy-threshold, size multiplier, max exposure, and cash floor." }, { "id": "archetypes", "url": "https://frontierpicks.com/archetypes/", "format": "html+json-ld", "schema": "DefinedTermSet", "description": "The eight behaviour archetypes that drive a behaviour profile and stop logic." }, { "id": "how-picks-resolve", "url": "https://frontierpicks.com/how-picks-resolve/", "format": "html+json-ld", "description": "How a pick resolves: the two published exits (kill line on a real close, 1:1 target), the three states every published pick is in with live counts, the completion rate, and a same-window price-return comparison of the decided vs undecided cohorts against the scanned universe." }, { "id": "trust", "url": "https://frontierpicks.com/trust/", "format": "html+json-ld", "description": "The honesty mechanisms: published invalidation triggers, open bull+bear reasoning, named failure modes, and the three published resolution states." }, { "id": "state", "url": "https://frontierpicks.com/state/", "format": "html", "description": "Live corpus coverage: names tracked, lifecycle-status + conviction mix, most-tracked themes, current regime, freshness." } ], "schemas": { "Dossier": { "type": "object", "properties": { "ticker": { "type": "string" }, "name": { "type": "string" }, "status": { "enum": [ "WATCHLIST", "HELD", "RECENTLY_EXITED", "ROTATION", "DORMANT" ] }, "archetype": { "type": "integer", "minimum": 1, "maximum": 8 }, "current_thesis": { "type": "string" }, "invalidation_trigger": { "type": "string" }, "current_conviction": { "enum": [ "SUPREME", "HIGH", "MEDIUM", "LOW", "NONE" ] }, "catalyst_date": { "type": [ "string", "null" ], "format": "date" }, "themes": { "type": "array", "items": { "type": "string" } }, "notes": { "type": "array", "items": { "type": "string" } } }, "required": [ "ticker", "current_thesis", "invalidation_trigger", "current_conviction", "archetype" ] }, "JournalEntry": { "type": "object", "properties": { "date": { "type": "string", "format": "date" }, "date_label": { "type": "string" }, "regime": { "type": [ "string", "null" ] }, "body_markdown": { "type": "string" } }, "required": [ "date", "body_markdown" ] } }, "archetypes": { "a0": "Uncategorised", "a1": "Compounder", "a2": "Cyclical recovery", "a3": "Theme leader", "a4": "Special situation", "a5": "Earnings inflection", "a6": "Retail squeeze", "a7": "Defensive", "a8": "Macro hedge" }, "dossiers": [ { "ticker": "HUM", "name": "Humana Inc.", "url": "https://frontierpicks.com/dossiers/HUM/", "conviction": "MEDIUM", "archetype": 1, "status": "HELD", "themes": [ "managed-care-health-services" ], "catalyst_date": "2026-09-08", "first_seen": "2026-05-14", "last_analyzed": "2026-08-25T03:14:24+00:00" }, { "ticker": "IRDM", "name": "Iridium Communications Inc", "url": "https://frontierpicks.com/dossiers/IRDM/", "conviction": "MEDIUM", "archetype": 5, "status": "HELD", "themes": [ "m-and-a-special-situations", "space-economy" ], "catalyst_date": "2026-09-24", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T03:19:31+00:00" }, { "ticker": "MRCY", "name": "Mercury Systems Inc", "url": "https://frontierpicks.com/dossiers/MRCY/", "conviction": "MEDIUM", "archetype": 4, "status": "HELD", "themes": [ "defense-aerospace", "cyclical-industrials" ], "catalyst_date": "2026-08-26", "first_seen": "2026-07-06", "last_analyzed": "2026-08-25T03:32:52+00:00" }, { "ticker": "MU", "name": "Micron Technology, Inc.", "url": "https://frontierpicks.com/dossiers/MU/", "conviction": "MEDIUM", "archetype": 2, "status": "HELD", "themes": [ "ai-chips-memory" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:13+00:00" }, { "ticker": "OKTA", "name": "Okta, Inc.", "url": "https://frontierpicks.com/dossiers/OKTA/", "conviction": "MEDIUM", "archetype": 7, "status": "HELD", "themes": [ "cybersecurity", "ai-enterprise-software", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-08-26", "first_seen": "2026-06-05", "last_analyzed": "2026-08-25T03:46:31+00:00" }, { "ticker": "RXO", "name": "RXO, Inc.", "url": "https://frontierpicks.com/dossiers/RXO/", "conviction": "MEDIUM", "archetype": 1, "status": "HELD", "themes": [ "freight-logistics", "cyclical-industrials", "managed-care-health-services" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-20", "last_analyzed": "2026-08-25T04:01:58+00:00" }, { "ticker": "ARCB", "name": "ArcBest Corporation", "url": "https://frontierpicks.com/dossiers/ARCB/", "conviction": "LOW", "archetype": 4, "status": "HELD", "themes": [ "freight-logistics", "cyclical-industrials" ], "catalyst_date": "2026-09-01", "first_seen": "2026-06-09", "last_analyzed": "2026-08-25T02:39:17+00:00" }, { "ticker": "ATEX", "name": "Anterix Inc.", "url": "https://frontierpicks.com/dossiers/ATEX/", "conviction": "LOW", "archetype": 7, "status": "HELD", "themes": [ "industrial-power-grid", "squeeze-momentum-setups" ], "catalyst_date": "2026-08-26", "first_seen": "2026-05-12", "last_analyzed": "2026-08-25T02:49:02+00:00" }, { "ticker": "CNC", "name": "Centene Corporation", "url": "https://frontierpicks.com/dossiers/CNC/", "conviction": "LOW", "archetype": 5, "status": "HELD", "themes": [ "managed-care-health-services" ], "catalyst_date": "2026-09-08", "first_seen": "2026-04-29", "last_analyzed": "2026-08-25T02:56:10+00:00" }, { "ticker": "DAVE", "name": "Dave Inc.", "url": "https://frontierpicks.com/dossiers/DAVE/", "conviction": "LOW", "archetype": 1, "status": "HELD", "themes": [ "fintech-consumer-credit", "squeeze-momentum-setups" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-26", "last_analyzed": "2026-08-25T03:00:55+00:00" }, { "ticker": "DELL", "name": "Dell Technologies Inc.", "url": "https://frontierpicks.com/dossiers/DELL/", "conviction": "LOW", "archetype": 2, "status": "HELD", "themes": [ "ai-datacenter-infrastructure" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:14+00:00" }, { "ticker": "HNGE", "name": "Hinge Health, Inc.", "url": "https://frontierpicks.com/dossiers/HNGE/", "conviction": "LOW", "archetype": 1, "status": "HELD", "themes": [ "managed-care-health-services", "ai-enterprise-software" ], "catalyst_date": "2026-08-31", "first_seen": "2026-05-10", "last_analyzed": "2026-08-25T03:07:10+00:00" }, { "ticker": "HPE", "name": "Hewlett Packard Enterprise Company", "url": "https://frontierpicks.com/dossiers/HPE/", "conviction": "LOW", "archetype": 4, "status": "HELD", "themes": [ "ai-datacenter-infrastructure", "ai-enterprise-software", "ai-chips-memory" ], "catalyst_date": "2026-09-02", "first_seen": "2026-05-27", "last_analyzed": "2026-08-25T03:10:21+00:00" }, { "ticker": "JBHT", "name": "J.B. Hunt Transport Services, Inc.", "url": "https://frontierpicks.com/dossiers/JBHT/", "conviction": "LOW", "archetype": 1, "status": "HELD", "themes": [ "freight-logistics", "cyclical-industrials" ], "catalyst_date": "2026-09-09", "first_seen": "2026-07-06", "last_analyzed": "2026-08-25T03:20:45+00:00" }, { "ticker": "LSTR", "name": "Landstar System, Inc.", "url": "https://frontierpicks.com/dossiers/LSTR/", "conviction": "LOW", "archetype": 7, "status": "HELD", "themes": [ "freight-logistics", "managed-care-health-services", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-09-09", "first_seen": "2026-06-16", "last_analyzed": "2026-08-25T03:29:07+00:00" }, { "ticker": "MRVL", "name": "Marvell Technology, Inc.", "url": "https://frontierpicks.com/dossiers/MRVL/", "conviction": "LOW", "archetype": 2, "status": "HELD", "themes": [ "ai-datacenter-infrastructure", "ai-chips-memory" ], "catalyst_date": "2026-08-27", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T03:34:08+00:00" }, { "ticker": "NTAP", "name": "NetApp, Inc.", "url": "https://frontierpicks.com/dossiers/NTAP/", "conviction": "LOW", "archetype": 4, "status": "HELD", "themes": [ "ai-datacenter-infrastructure", "ai-chips-memory" ], "catalyst_date": "2026-09-02", "first_seen": "2026-06-05", "last_analyzed": "2026-08-25T03:42:14+00:00" }, { "ticker": "OSCR", "name": "Oscar Health, Inc.", "url": "https://frontierpicks.com/dossiers/OSCR/", "conviction": "LOW", "archetype": 5, "status": "HELD", "themes": [ "managed-care-health-services" ], "catalyst_date": "2026-09-16", "first_seen": "2026-04-29", "last_analyzed": "2026-08-25T03:47:45+00:00" }, { "ticker": "SEZL", "name": "Sezzle Inc.", "url": "https://frontierpicks.com/dossiers/SEZL/", "conviction": "LOW", "archetype": 1, "status": "HELD", "themes": [ "fintech-consumer-credit" ], "catalyst_date": "2026-08-27", "first_seen": "2026-05-08", "last_analyzed": "2026-08-25T04:01:37+00:00" }, { "ticker": "SIMO", "name": "Silicon Motion Technology Corporation", "url": "https://frontierpicks.com/dossiers/SIMO/", "conviction": "LOW", "archetype": 2, "status": "HELD", "themes": [ "ai-chips-memory", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-30", "last_analyzed": "2026-08-25T04:05:38+00:00" }, { "ticker": "SNX", "name": "TD SYNNEX Corporation", "url": "https://frontierpicks.com/dossiers/SNX/", "conviction": "LOW", "archetype": 3, "status": "HELD", "themes": [ "ai-datacenter-infrastructure", "ai-enterprise-software" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-21", "last_analyzed": "2026-08-25T04:12:30+00:00" }, { "ticker": "STX", "name": "Seagate Technology Holdings PLC", "url": "https://frontierpicks.com/dossiers/STX/", "conviction": "LOW", "archetype": 2, "status": "HELD", "themes": [ "ai-chips-memory", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T04:10:47+00:00" }, { "ticker": "TXG", "name": "10x Genomics, Inc.", "url": "https://frontierpicks.com/dossiers/TXG/", "conviction": "LOW", "archetype": 4, "status": "HELD", "themes": [ "medtech-diagnostics", "ai-enterprise-software" ], "catalyst_date": "2026-09-09", "first_seen": "2026-04-20", "last_analyzed": "2026-08-25T04:20:27+00:00" }, { "ticker": "UMC", "name": "United Microelectronic Corp.", "url": "https://frontierpicks.com/dossiers/UMC/", "conviction": "LOW", "archetype": 4, "status": "HELD", "themes": [ "semi-foundry-equipment", "networking-optical", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-08-31", "first_seen": "2026-05-01", "last_analyzed": "2026-08-25T04:21:42+00:00" }, { "ticker": "WDC", "name": "Western Digital Corporation", "url": "https://frontierpicks.com/dossiers/WDC/", "conviction": "LOW", "archetype": 2, "status": "HELD", "themes": [ "ai-chips-memory", "ai-datacenter-infrastructure", "networking-optical" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T04:28:20+00:00" }, { "ticker": "XMTR", "name": "Xometry, Inc.", "url": "https://frontierpicks.com/dossiers/XMTR/", "conviction": "LOW", "archetype": 3, "status": "HELD", "themes": [ "cyclical-industrials", "physical-ai-robotics", "small-cap-value-rotation" ], "catalyst_date": "2026-09-01", "first_seen": "2026-05-08", "last_analyzed": "2026-08-25T04:34:45+00:00" }, { "ticker": "XPO", "name": "XPO, Inc.", "url": "https://frontierpicks.com/dossiers/XPO/", "conviction": "LOW", "archetype": 1, "status": "HELD", "themes": [ "freight-logistics", "cyclical-industrials", "m-and-a-special-situations" ], "catalyst_date": "2026-09-03", "first_seen": "2026-07-06", "last_analyzed": "2026-08-25T04:36:33+00:00" }, { "ticker": "CRWV", "name": "CoreWeave, Inc.", "url": "https://frontierpicks.com/dossiers/CRWV/", "conviction": "MEDIUM", "archetype": 1, "status": "WATCHLIST", "themes": [ "gpu-cloud-neoclouds" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:13+00:00" }, { "ticker": "HOOD", "name": "Robinhood Markets, Inc.", "url": "https://frontierpicks.com/dossiers/HOOD/", "conviction": "MEDIUM", "archetype": 1, "status": "WATCHLIST", "themes": [ "crypto-exchanges-financials" ], "catalyst_date": "2026-09-15", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:12+00:00" }, { "ticker": "UUUU", "name": "Energy Fuels Inc.", "url": "https://frontierpicks.com/dossiers/UUUU/", "conviction": "MEDIUM", "archetype": 1, "status": "WATCHLIST", "themes": [ "critical-materials-rare-earths", "nuclear-uranium" ], "catalyst_date": "2026-08-28", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:12+00:00" }, { "ticker": "AAOI", "name": "Applied Optoelectronics, Inc.", "url": "https://frontierpicks.com/dossiers/AAOI/", "conviction": "LOW", "archetype": 2, "status": "WATCHLIST", "themes": [ "networking-optical" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:14+00:00" }, { "ticker": "AEHR", "name": "Aehr Test Systems", "url": "https://frontierpicks.com/dossiers/AEHR/", "conviction": "LOW", "archetype": 2, "status": "WATCHLIST", "themes": [ "semi-foundry-equipment" ], "catalyst_date": "2026-09-10", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:14+00:00" }, { "ticker": "AMSC", "name": "American Superconductor Corporation", "url": "https://frontierpicks.com/dossiers/AMSC/", "conviction": "LOW", "archetype": 2, "status": "WATCHLIST", "themes": [ "industrial-power-grid" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-22", "last_analyzed": "2026-08-25T02:38:28+00:00" }, { "ticker": "APLD", "name": "Applied Digital Corporation", "url": "https://frontierpicks.com/dossiers/APLD/", "conviction": "LOW", "archetype": 4, "status": "WATCHLIST", "themes": [ "gpu-cloud-neoclouds" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:13+00:00" }, { "ticker": "ASML", "name": "ASML Holding N.V.", "url": "https://frontierpicks.com/dossiers/ASML/", "conviction": "LOW", "archetype": 2, "status": "WATCHLIST", "themes": [ "semi-foundry-equipment" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T02:43:23+00:00" }, { "ticker": "ASTS", "name": "AST SpaceMobile, Inc.", "url": "https://frontierpicks.com/dossiers/ASTS/", "conviction": "LOW", "archetype": 6, "status": "WATCHLIST", "themes": [ "space-economy" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:12+00:00" }, { "ticker": "AVGO", "name": "Broadcom Inc.", "url": "https://frontierpicks.com/dossiers/AVGO/", "conviction": "LOW", "archetype": 2, "status": "WATCHLIST", "themes": [ "ai-chips-memory" ], "catalyst_date": "2026-09-02", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:13+00:00" }, { "ticker": "AXTI", "name": "AXT Inc", "url": "https://frontierpicks.com/dossiers/AXTI/", "conviction": "LOW", "archetype": 2, "status": "WATCHLIST", "themes": [ "semi-foundry-equipment" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:14+00:00" }, { "ticker": "CCJ", "name": "Cameco Corporation", "url": "https://frontierpicks.com/dossiers/CCJ/", "conviction": "LOW", "archetype": 3, "status": "WATCHLIST", "themes": [ "nuclear-uranium" ], "catalyst_date": "2026-09-09", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:15+00:00" }, { "ticker": "CEG", "name": "Constellation Energy Corporation", "url": "https://frontierpicks.com/dossiers/CEG/", "conviction": "LOW", "archetype": 3, "status": "WATCHLIST", "themes": [ "nuclear-uranium" ], "catalyst_date": "2026-09-12", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:15+00:00" }, { "ticker": "COIN", "name": "Coinbase Global, Inc.", "url": "https://frontierpicks.com/dossiers/COIN/", "conviction": "LOW", "archetype": 1, "status": "WATCHLIST", "themes": [ "crypto-exchanges-financials" ], "catalyst_date": "2026-08-28", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:12+00:00" }, { "ticker": "CRCL", "name": "Circle Internet Group, Inc.", "url": "https://frontierpicks.com/dossiers/CRCL/", "conviction": "LOW", "archetype": 5, "status": "WATCHLIST", "themes": [ "crypto-exchanges-financials" ], "catalyst_date": "2026-09-15", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T02:59:15+00:00" }, { "ticker": "IONQ", "name": "IonQ, Inc.", "url": "https://frontierpicks.com/dossiers/IONQ/", "conviction": "LOW", "archetype": 6, "status": "WATCHLIST", "themes": [ "quantum-computing" ], "catalyst_date": "2026-09-08", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:15+00:00" }, { "ticker": "IREN", "name": "IREN Limited", "url": "https://frontierpicks.com/dossiers/IREN/", "conviction": "LOW", "archetype": 4, "status": "WATCHLIST", "themes": [ "gpu-cloud-neoclouds" ], "catalyst_date": "2026-08-27", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:13+00:00" }, { "ticker": "LITE", "name": "Lumentum Holdings Inc.", "url": "https://frontierpicks.com/dossiers/LITE/", "conviction": "LOW", "archetype": 2, "status": "WATCHLIST", "themes": [ "networking-optical" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T03:22:25+00:00" }, { "ticker": "META", "name": "Meta Platforms, Inc.", "url": "https://frontierpicks.com/dossiers/META/", "conviction": "LOW", "archetype": 1, "status": "WATCHLIST", "themes": [ "megacap-ai-platforms" ], "catalyst_date": "2026-09-23", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:14+00:00" }, { "ticker": "MSTR", "name": "Strategy Inc", "url": "https://frontierpicks.com/dossiers/MSTR/", "conviction": "LOW", "archetype": 6, "status": "WATCHLIST", "themes": [ "crypto-exchanges-financials" ], "catalyst_date": "2026-08-31", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T03:31:52+00:00" }, { "ticker": "MTUM", "name": "", "url": "https://frontierpicks.com/dossiers/MTUM/", "conviction": "LOW", "archetype": 1, "status": "WATCHLIST", "themes": [ "ai-chips-memory", "ai-datacenter-infrastructure", "semi-foundry-equipment", "oil-energy-geopolitical" ], "catalyst_date": "2026-08-26", "first_seen": "2026-07-02", "last_analyzed": "2026-08-25T03:35:11+00:00" }, { "ticker": "NNE", "name": "Nano Nuclear Energy Inc.", "url": "https://frontierpicks.com/dossiers/NNE/", "conviction": "LOW", "archetype": 1, "status": "WATCHLIST", "themes": [ "nuclear-uranium" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:15+00:00" }, { "ticker": "OKLO", "name": "Oklo Inc.", "url": "https://frontierpicks.com/dossiers/OKLO/", "conviction": "LOW", "archetype": 5, "status": "WATCHLIST", "themes": [ "nuclear-uranium" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:15+00:00" }, { "ticker": "PL", "name": "Planet Labs PBC", "url": "https://frontierpicks.com/dossiers/PL/", "conviction": "LOW", "archetype": 1, "status": "WATCHLIST", "themes": [ "space-economy" ], "catalyst_date": "2026-09-03", "first_seen": "2026-04-23", "last_analyzed": "2026-08-21T03:40:26+00:00" }, { "ticker": "PLTR", "name": "Palantir Technologies Inc.", "url": "https://frontierpicks.com/dossiers/PLTR/", "conviction": "LOW", "archetype": 1, "status": "WATCHLIST", "themes": [ "ai-enterprise-software" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:12+00:00" }, { "ticker": "QBTS", "name": "D-Wave Quantum Inc.", "url": "https://frontierpicks.com/dossiers/QBTS/", "conviction": "LOW", "archetype": 6, "status": "WATCHLIST", "themes": [ "quantum-computing" ], "catalyst_date": "2026-08-27", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T03:52:00+00:00" }, { "ticker": "QUBT", "name": "Quantum Computing Inc.", "url": "https://frontierpicks.com/dossiers/QUBT/", "conviction": "LOW", "archetype": 6, "status": "WATCHLIST", "themes": [ "quantum-computing" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:15+00:00" }, { "ticker": "RGTI", "name": "Rigetti Computing, Inc.", "url": "https://frontierpicks.com/dossiers/RGTI/", "conviction": "LOW", "archetype": 6, "status": "WATCHLIST", "themes": [ "quantum-computing" ], "catalyst_date": "2026-09-16", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T03:58:48+00:00" }, { "ticker": "SMR", "name": "NuScale Power Corporation", "url": "https://frontierpicks.com/dossiers/SMR/", "conviction": "LOW", "archetype": 5, "status": "WATCHLIST", "themes": [ "nuclear-uranium" ], "catalyst_date": "2026-08-27", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T04:04:18+00:00" }, { "ticker": "SPCX", "name": "SpaceX (Space Exploration Technologies Corp.)", "url": "https://frontierpicks.com/dossiers/SPCX/", "conviction": "LOW", "archetype": 1, "status": "WATCHLIST", "themes": [ "space-economy", "ai-datacenter-infrastructure", "gpu-cloud-neoclouds" ], "catalyst_date": "2026-08-28", "first_seen": "2026-06-12", "last_analyzed": "2026-08-25T04:10:20+00:00" }, { "ticker": "TSEM", "name": "Tower Semiconductor Ltd.", "url": "https://frontierpicks.com/dossiers/TSEM/", "conviction": "LOW", "archetype": 2, "status": "WATCHLIST", "themes": [ "semi-foundry-equipment" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:14+00:00" }, { "ticker": "TSLA", "name": "Tesla, Inc.", "url": "https://frontierpicks.com/dossiers/TSLA/", "conviction": "LOW", "archetype": 1, "status": "WATCHLIST", "themes": [ "ev-autonomous-mobility" ], "catalyst_date": "2026-09-03", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:15+00:00" }, { "ticker": "VST", "name": "Vistra Corp.", "url": "https://frontierpicks.com/dossiers/VST/", "conviction": "LOW", "archetype": 3, "status": "WATCHLIST", "themes": [ "nuclear-uranium" ], "catalyst_date": "2026-09-29", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:15+00:00" }, { "ticker": "SNOW", "name": "Snowflake Inc.", "url": "https://frontierpicks.com/dossiers/SNOW/", "conviction": "HIGH", "archetype": 2, "status": "RECENTLY_EXITED", "themes": [ "ai-enterprise-software", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-09-02", "first_seen": "2026-06-05", "last_analyzed": "2026-08-25T04:07:20+00:00" }, { "ticker": "AMD", "name": "Advanced Micro Devices, Inc.", "url": "https://frontierpicks.com/dossiers/AMD/", "conviction": "MEDIUM", "archetype": 2, "status": "RECENTLY_EXITED", "themes": [ "ai-chips-memory" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:13+00:00" }, { "ticker": "ATI", "name": "ATI Inc.", "url": "https://frontierpicks.com/dossiers/ATI/", "conviction": "MEDIUM", "archetype": 7, "status": "RECENTLY_EXITED", "themes": [ "critical-materials-rare-earths" ], "catalyst_date": "2026-09-09", "first_seen": "2026-04-23", "last_analyzed": "2026-08-25T06:08:12+00:00" }, { "ticker": "NBIS", "name": "Nebius Group N.V.", "url": "https://frontierpicks.com/dossiers/NBIS/", "conviction": "MEDIUM", "archetype": 1, "status": "RECENTLY_EXITED", "themes": [ "gpu-cloud-neoclouds" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:13+00:00" }, { "ticker": "VRT", "name": "Vertiv Holdings Co", "url": "https://frontierpicks.com/dossiers/VRT/", "conviction": "MEDIUM", "archetype": 2, "status": "RECENTLY_EXITED", "themes": [ "ai-datacenter-infrastructure" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:13+00:00" }, { "ticker": "WTI", "name": "W&T Offshore, Inc.", "url": "https://frontierpicks.com/dossiers/WTI/", "conviction": "MEDIUM", "archetype": 7, "status": "RECENTLY_EXITED", "themes": [ "oil-energy-geopolitical", "squeeze-momentum-setups" ], "catalyst_date": "2026-08-26", "first_seen": "2026-05-14", "last_analyzed": "2026-08-25T04:31:51+00:00" }, { "ticker": "WULF", "name": "TeraWulf Inc.", "url": "https://frontierpicks.com/dossiers/WULF/", "conviction": "MEDIUM", "archetype": 4, "status": "RECENTLY_EXITED", "themes": [ "gpu-cloud-neoclouds" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:13+00:00" }, { "ticker": "ARM", "name": "Arm Holdings plc", "url": "https://frontierpicks.com/dossiers/ARM/", "conviction": "LOW", "archetype": 2, "status": "RECENTLY_EXITED", "themes": [ "ai-chips-memory" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:13+00:00" }, { "ticker": "BFLY", "name": "Butterfly Network, Inc.", "url": "https://frontierpicks.com/dossiers/BFLY/", "conviction": "LOW", "archetype": 7, "status": "RECENTLY_EXITED", "themes": [ "medtech-diagnostics", "ai-chips-memory" ], "catalyst_date": "2026-08-26", "first_seen": "2026-06-11", "last_analyzed": "2026-08-25T02:50:59+00:00" }, { "ticker": "COHR", "name": "Coherent Corp.", "url": "https://frontierpicks.com/dossiers/COHR/", "conviction": "LOW", "archetype": 2, "status": "RECENTLY_EXITED", "themes": [ "networking-optical" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:14+00:00" }, { "ticker": "GLW", "name": "Corning Incorporated", "url": "https://frontierpicks.com/dossiers/GLW/", "conviction": "LOW", "archetype": 2, "status": "RECENTLY_EXITED", "themes": [ "networking-optical" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:14+00:00" }, { "ticker": "GLXY", "name": "Galaxy Digital Inc.", "url": "https://frontierpicks.com/dossiers/GLXY/", "conviction": "LOW", "archetype": 4, "status": "RECENTLY_EXITED", "themes": [ "ai-datacenter-infrastructure", "crypto-exchanges-financials", "bitcoin-miners" ], "catalyst_date": "2026-09-15", "first_seen": "2026-05-01", "last_analyzed": "2026-08-25T03:03:51+00:00" }, { "ticker": "HUT", "name": "Hut 8 Corp.", "url": "https://frontierpicks.com/dossiers/HUT/", "conviction": "LOW", "archetype": 4, "status": "RECENTLY_EXITED", "themes": [ "ai-datacenter-infrastructure", "bitcoin-miners", "industrial-power-grid", "gpu-cloud-neoclouds" ], "catalyst_date": "2026-08-31", "first_seen": "2026-04-20", "last_analyzed": "2026-08-25T03:10:25+00:00" }, { "ticker": "INTC", "name": "Intel Corporation", "url": "https://frontierpicks.com/dossiers/INTC/", "conviction": "LOW", "archetype": 4, "status": "RECENTLY_EXITED", "themes": [ "semi-foundry-equipment" ], "catalyst_date": "2026-08-27", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:14+00:00" }, { "ticker": "KYMR", "name": "Kymera Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/KYMR/", "conviction": "LOW", "archetype": 7, "status": "RECENTLY_EXITED", "themes": [ "oncology-immunology", "precision-biotech-therapeutics" ], "catalyst_date": "2026-08-26", "first_seen": "2026-06-26", "last_analyzed": "2026-08-25T03:23:41+00:00" }, { "ticker": "LRCX", "name": "Lam Research Corporation", "url": "https://frontierpicks.com/dossiers/LRCX/", "conviction": "LOW", "archetype": 2, "status": "RECENTLY_EXITED", "themes": [ "semi-foundry-equipment", "ai-datacenter-infrastructure", "ai-chips-memory" ], "catalyst_date": "2026-08-26", "first_seen": "2026-06-18", "last_analyzed": "2026-08-25T03:25:18+00:00" }, { "ticker": "MP", "name": "MP Materials Corp.", "url": "https://frontierpicks.com/dossiers/MP/", "conviction": "LOW", "archetype": 1, "status": "RECENTLY_EXITED", "themes": [ "critical-materials-rare-earths" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-23", "last_analyzed": "2026-08-25T06:08:12+00:00" }, { "ticker": "NVDA", "name": "NVIDIA Corporation", "url": "https://frontierpicks.com/dossiers/NVDA/", "conviction": "LOW", "archetype": 2, "status": "RECENTLY_EXITED", "themes": [ "ai-chips-memory" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:13+00:00" }, { "ticker": "ONTO", "name": "Onto Innovation Inc.", "url": "https://frontierpicks.com/dossiers/ONTO/", "conviction": "LOW", "archetype": 2, "status": "RECENTLY_EXITED", "themes": [ "semi-foundry-equipment", "ai-chips-memory", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-20", "last_analyzed": "2026-08-25T03:45:50+00:00" }, { "ticker": "PURR", "name": "Hyperliquid Strategies Inc", "url": "https://frontierpicks.com/dossiers/PURR/", "conviction": "LOW", "archetype": 6, "status": "RECENTLY_EXITED", "themes": [ "crypto-exchanges-financials" ], "catalyst_date": "2026-08-27", "first_seen": "2026-05-21", "last_analyzed": "2026-08-25T03:52:56+00:00" }, { "ticker": "QCOM", "name": "QUALCOMM Incorporated", "url": "https://frontierpicks.com/dossiers/QCOM/", "conviction": "LOW", "archetype": 4, "status": "RECENTLY_EXITED", "themes": [ "ai-datacenter-infrastructure", "ai-chips-memory", "ai-enterprise-software" ], "catalyst_date": "2026-09-01", "first_seen": "2026-05-08", "last_analyzed": "2026-08-25T03:53:09+00:00" }, { "ticker": "RIOT", "name": "Riot Platforms, Inc.", "url": "https://frontierpicks.com/dossiers/RIOT/", "conviction": "LOW", "archetype": 4, "status": "RECENTLY_EXITED", "themes": [ "bitcoin-miners", "ai-datacenter-infrastructure", "gpu-cloud-neoclouds", "industrial-power-grid" ], "catalyst_date": "2026-08-26", "first_seen": "2026-05-07", "last_analyzed": "2026-08-25T03:57:56+00:00" }, { "ticker": "RKLB", "name": "Rocket Lab Corporation", "url": "https://frontierpicks.com/dossiers/RKLB/", "conviction": "LOW", "archetype": 1, "status": "RECENTLY_EXITED", "themes": [ "space-economy" ], "catalyst_date": "2026-09-24", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T04:01:44+00:00" }, { "ticker": "SHLS", "name": "Shoals Technologies Group, Inc.", "url": "https://frontierpicks.com/dossiers/SHLS/", "conviction": "LOW", "archetype": 3, "status": "RECENTLY_EXITED", "themes": [ "ai-datacenter-infrastructure", "solar-clean-energy", "industrial-power-grid" ], "catalyst_date": "2026-09-09", "first_seen": "2026-05-18", "last_analyzed": "2026-08-25T04:05:46+00:00" }, { "ticker": "SYRE", "name": "Spyre Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/SYRE/", "conviction": "LOW", "archetype": 7, "status": "RECENTLY_EXITED", "themes": [ "precision-biotech-therapeutics", "binary-catalyst-biotech", "oncology-immunology" ], "catalyst_date": "2026-09-01", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T04:14:12+00:00" }, { "ticker": "TNGX", "name": "Tango Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/TNGX/", "conviction": "LOW", "archetype": 7, "status": "RECENTLY_EXITED", "themes": [ "oncology-immunology", "binary-catalyst-biotech" ], "catalyst_date": "2026-09-08", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T04:16:34+00:00" }, { "ticker": "TSM", "name": "Taiwan Semiconductor Manufacturing Company Ltd.", "url": "https://frontierpicks.com/dossiers/TSM/", "conviction": "LOW", "archetype": 2, "status": "RECENTLY_EXITED", "themes": [ "semi-foundry-equipment" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-19", "last_analyzed": "2026-08-25T06:08:14+00:00" }, { "ticker": "WEST", "name": "Westrock Coffee Company", "url": "https://frontierpicks.com/dossiers/WEST/", "conviction": "LOW", "archetype": 4, "status": "RECENTLY_EXITED", "themes": [ "cyclical-industrials", "consumer-discretionary-rotation", "critical-materials-rare-earths", "small-cap-value-rotation" ], "catalyst_date": "2026-08-26", "first_seen": "2026-05-19", "last_analyzed": "2026-08-25T04:31:10+00:00" }, { "ticker": "CLSK", "name": "CleanSpark, Inc.", "url": "https://frontierpicks.com/dossiers/CLSK/", "conviction": "HIGH", "archetype": 4, "status": "DORMANT", "themes": [ "bitcoin-miners", "ai-datacenter-infrastructure", "gpu-cloud-neoclouds" ], "catalyst_date": "2026-09-03", "first_seen": "2026-05-05", "last_analyzed": "2026-08-16T14:59:33+00:00" }, { "ticker": "MRX", "name": "Marex Group plc", "url": "https://frontierpicks.com/dossiers/MRX/", "conviction": "HIGH", "archetype": 2, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "crypto-exchanges-financials", "critical-materials-rare-earths" ], "catalyst_date": "2026-08-24", "first_seen": "2026-04-20", "last_analyzed": "2026-08-23T14:25:33+00:00" }, { "ticker": "PANW", "name": "Palo Alto Networks, Inc.", "url": "https://frontierpicks.com/dossiers/PANW/", "conviction": "HIGH", "archetype": 1, "status": "DORMANT", "themes": [ "cybersecurity", "ai-datacenter-infrastructure", "ai-enterprise-software" ], "catalyst_date": "2026-09-01", "first_seen": "2026-05-19", "last_analyzed": "2026-08-23T15:14:01+00:00" }, { "ticker": "PSNL", "name": "Personalis, Inc.", "url": "https://frontierpicks.com/dossiers/PSNL/", "conviction": "HIGH", "archetype": 5, "status": "DORMANT", "themes": [ "medtech-diagnostics" ], "catalyst_date": null, "first_seen": "2026-05-22", "last_analyzed": "2026-08-24T06:11:46+00:00" }, { "ticker": "RVMD", "name": "Revolution Medicines, Inc.", "url": "https://frontierpicks.com/dossiers/RVMD/", "conviction": "HIGH", "archetype": 1, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "oncology-immunology", "binary-catalyst-biotech" ], "catalyst_date": "2026-09-22", "first_seen": "2026-04-20", "last_analyzed": "2026-08-23T16:45:28+00:00" }, { "ticker": "ABT", "name": "Abbott Laboratories", "url": "https://frontierpicks.com/dossiers/ABT/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "medtech-diagnostics", "precision-biotech-therapeutics", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-08-28", "first_seen": "2026-07-31", "last_analyzed": "2026-08-16T16:41:11+00:00" }, { "ticker": "ACIW", "name": "ACI Worldwide, Inc.", "url": "https://frontierpicks.com/dossiers/ACIW/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "fintech-consumer-credit", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-09-15", "first_seen": "2026-07-17", "last_analyzed": "2026-08-23T11:28:52+00:00" }, { "ticker": "ACLS", "name": "Axcelis Technologies, Inc.", "url": "https://frontierpicks.com/dossiers/ACLS/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "semi-foundry-equipment", "ai-chips-memory", "m-and-a-special-situations", "ai-datacenter-infrastructure" ], "catalyst_date": null, "first_seen": "2026-04-22", "last_analyzed": "2026-08-16T13:23:41+00:00" }, { "ticker": "ADBE", "name": "Adobe Inc.", "url": "https://frontierpicks.com/dossiers/ADBE/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-09-10", "first_seen": "2026-07-28", "last_analyzed": "2026-08-16T16:43:25+00:00" }, { "ticker": "ADPT", "name": "Adaptive Biotechnologies Corporation", "url": "https://frontierpicks.com/dossiers/ADPT/", "conviction": "MEDIUM", "archetype": 7, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "medtech-diagnostics" ], "catalyst_date": null, "first_seen": "2026-06-11", "last_analyzed": "2026-08-22T10:22:27+00:00" }, { "ticker": "AGIO", "name": "Agios Pharmaceuticals, Inc.", "url": "https://frontierpicks.com/dossiers/AGIO/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "binary-catalyst-biotech", "rare-disease-gene-therapy" ], "catalyst_date": "2026-11-01", "first_seen": "2026-07-10", "last_analyzed": "2026-08-16T13:37:23+00:00" }, { "ticker": "AKAM", "name": "Akamai Technologies, Inc.", "url": "https://frontierpicks.com/dossiers/AKAM/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "cybersecurity", "ai-datacenter-infrastructure", "ai-chips-memory", "ai-enterprise-software" ], "catalyst_date": null, "first_seen": "2026-05-12", "last_analyzed": "2026-08-16T13:42:34+00:00" }, { "ticker": "AKTS", "name": "Aktis Oncology, Inc.", "url": "https://frontierpicks.com/dossiers/AKTS/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "oncology-immunology", "precision-biotech-therapeutics", "rare-disease-gene-therapy" ], "catalyst_date": null, "first_seen": "2026-06-28", "last_analyzed": "2026-08-22T10:24:09+00:00" }, { "ticker": "ALAB", "name": "Astera Labs, Inc.", "url": "https://frontierpicks.com/dossiers/ALAB/", "conviction": "MEDIUM", "archetype": 2, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "ai-chips-memory", "networking-optical" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-22", "last_analyzed": "2026-08-16T13:43:05+00:00" }, { "ticker": "ALGT", "name": "Allegiant Travel Company", "url": "https://frontierpicks.com/dossiers/ALGT/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "semi-foundry-equipment", "travel-leisure", "consumer-discretionary-rotation", "biofuels-low-carbon" ], "catalyst_date": null, "first_seen": "2026-06-21", "last_analyzed": "2026-08-16T13:46:39+00:00" }, { "ticker": "ALKS", "name": "Alkermes plc", "url": "https://frontierpicks.com/dossiers/ALKS/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-06-10", "last_analyzed": "2026-08-22T10:26:11+00:00" }, { "ticker": "AMBA", "name": "Ambarella, Inc.", "url": "https://frontierpicks.com/dossiers/AMBA/", "conviction": "MEDIUM", "archetype": 2, "status": "DORMANT", "themes": [ "physical-ai-robotics", "ai-chips-memory", "semiconductors-analog", "freight-logistics" ], "catalyst_date": "2026-09-03", "first_seen": "2026-05-13", "last_analyzed": "2026-08-16T13:51:04+00:00" }, { "ticker": "AMC", "name": "Amc Entertainment Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/AMC/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "freight-logistics", "consumer-discretionary-rotation", "squeeze-momentum-setups" ], "catalyst_date": null, "first_seen": "2026-04-19", "last_analyzed": "2026-08-16T13:53:16+00:00" }, { "ticker": "AMPL", "name": "Amplitude, Inc.", "url": "https://frontierpicks.com/dossiers/AMPL/", "conviction": "MEDIUM", "archetype": 3, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": "2026-09-09", "first_seen": "2026-07-14", "last_analyzed": "2026-08-22T10:25:54+00:00" }, { "ticker": "AMRX", "name": "Amneal Pharmaceuticals, Inc.", "url": "https://frontierpicks.com/dossiers/AMRX/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "cyclical-industrials" ], "catalyst_date": null, "first_seen": "2026-06-14", "last_analyzed": "2026-08-23T12:03:52+00:00" }, { "ticker": "AMZN", "name": "Amazon.com, Inc.", "url": "https://frontierpicks.com/dossiers/AMZN/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "megacap-ai-platforms" ], "catalyst_date": null, "first_seen": "2026-04-23", "last_analyzed": "2026-08-17T06:09:06+00:00" }, { "ticker": "ANDG", "name": "Andersen Group Inc.", "url": "https://frontierpicks.com/dossiers/ANDG/", "conviction": "MEDIUM", "archetype": 7, "status": "DORMANT", "themes": [ "managed-care-health-services", "biofuels-low-carbon", "physical-ai-robotics" ], "catalyst_date": null, "first_seen": "2026-07-28", "last_analyzed": "2026-08-16T16:47:25+00:00" }, { "ticker": "APH", "name": "Amphenol Corporation", "url": "https://frontierpicks.com/dossiers/APH/", "conviction": "MEDIUM", "archetype": 2, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "semiconductors-analog" ], "catalyst_date": "2026-09-02", "first_seen": "2026-06-11", "last_analyzed": "2026-08-22T10:28:08+00:00" }, { "ticker": "ARES", "name": "Ares Management Corporation", "url": "https://frontierpicks.com/dossiers/ARES/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "biofuels-low-carbon", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-09-16", "first_seen": "2026-08-04", "last_analyzed": "2026-08-23T11:32:49+00:00" }, { "ticker": "ARXS", "name": "Arxis, Inc.", "url": "https://frontierpicks.com/dossiers/ARXS/", "conviction": "MEDIUM", "archetype": 2, "status": "DORMANT", "themes": [ "space-economy", "freight-logistics", "cyclical-industrials" ], "catalyst_date": null, "first_seen": "2026-08-10", "last_analyzed": "2026-08-23T12:06:38+00:00" }, { "ticker": "ATEYY", "name": "Advantest Corporation", "url": "https://frontierpicks.com/dossiers/ATEYY/", "conviction": "MEDIUM", "archetype": 2, "status": "DORMANT", "themes": [ "semi-foundry-equipment", "ai-chips-memory", "ai-datacenter-infrastructure" ], "catalyst_date": null, "first_seen": "2026-05-01", "last_analyzed": "2026-08-16T14:11:41+00:00" }, { "ticker": "ATRC", "name": "AtriCure, Inc.", "url": "https://frontierpicks.com/dossiers/ATRC/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "medtech-diagnostics" ], "catalyst_date": null, "first_seen": "2026-07-28", "last_analyzed": "2026-08-16T17:12:38+00:00" }, { "ticker": "AU", "name": "AngloGold Ashanti plc", "url": "https://frontierpicks.com/dossiers/AU/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "critical-materials-rare-earths" ], "catalyst_date": "2026-09-16", "first_seen": "2026-08-23", "last_analyzed": "2026-08-24T06:11:46+00:00" }, { "ticker": "AUR", "name": "Aurora Innovation, Inc.", "url": "https://frontierpicks.com/dossiers/AUR/", "conviction": "MEDIUM", "archetype": 7, "status": "DORMANT", "themes": [ "physical-ai-robotics", "freight-logistics" ], "catalyst_date": "2026-08-20", "first_seen": "2026-05-07", "last_analyzed": "2026-08-16T14:15:30+00:00" }, { "ticker": "AUTL", "name": "Autolus Therapeutics plc", "url": "https://frontierpicks.com/dossiers/AUTL/", "conviction": "MEDIUM", "archetype": 7, "status": "DORMANT", "themes": [ "oncology-immunology" ], "catalyst_date": null, "first_seen": "2026-08-12", "last_analyzed": "2026-08-24T06:11:46+00:00" }, { "ticker": "AVAH", "name": "Aveanna Healthcare Holdings Inc.", "url": "https://frontierpicks.com/dossiers/AVAH/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "managed-care-health-services", "small-cap-value-rotation" ], "catalyst_date": "2026-08-24", "first_seen": "2026-07-02", "last_analyzed": "2026-08-23T12:08:36+00:00" }, { "ticker": "AYA", "name": "Aya Gold & Silver Inc.", "url": "https://frontierpicks.com/dossiers/AYA/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "critical-materials-rare-earths" ], "catalyst_date": null, "first_seen": "2026-08-12", "last_analyzed": "2026-08-23T12:10:54+00:00" }, { "ticker": "BABA", "name": "Alibaba Group Holding Limited", "url": "https://frontierpicks.com/dossiers/BABA/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "ai-enterprise-software", "ai-datacenter-infrastructure", "emerging-markets", "semi-foundry-equipment" ], "catalyst_date": "2026-08-20", "first_seen": "2026-08-04", "last_analyzed": "2026-08-16T17:13:29+00:00" }, { "ticker": "BBAR", "name": "Banco BBVA Argentina S.A.", "url": "https://frontierpicks.com/dossiers/BBAR/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "emerging-markets", "critical-materials-rare-earths" ], "catalyst_date": "2026-08-26", "first_seen": "2026-06-14", "last_analyzed": "2026-08-23T12:12:52+00:00" }, { "ticker": "BBNX", "name": "Beta Bionics, Inc.", "url": "https://frontierpicks.com/dossiers/BBNX/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "medtech-diagnostics", "cyclical-industrials" ], "catalyst_date": null, "first_seen": "2026-06-05", "last_analyzed": "2026-08-16T14:24:53+00:00" }, { "ticker": "BE", "name": "Bloom Energy Corporation", "url": "https://frontierpicks.com/dossiers/BE/", "conviction": "MEDIUM", "archetype": 3, "status": "DORMANT", "themes": [ "industrial-power-grid", "ai-datacenter-infrastructure", "biofuels-low-carbon" ], "catalyst_date": null, "first_seen": "2026-05-22", "last_analyzed": "2026-08-16T14:28:14+00:00" }, { "ticker": "BETA", "name": "Beta Technologies, Inc.", "url": "https://frontierpicks.com/dossiers/BETA/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "ev-autonomous-mobility", "freight-logistics" ], "catalyst_date": null, "first_seen": "2026-08-07", "last_analyzed": "2026-08-16T17:15:02+00:00" }, { "ticker": "BH", "name": "Biglari Holdings Inc.", "url": "https://frontierpicks.com/dossiers/BH/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "m-and-a-special-situations", "crypto-exchanges-financials" ], "catalyst_date": null, "first_seen": "2026-06-30", "last_analyzed": "2026-08-23T12:19:09+00:00" }, { "ticker": "BHE", "name": "Benchmark Electronics", "url": "https://frontierpicks.com/dossiers/BHE/", "conviction": "MEDIUM", "archetype": 2, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "cyclical-industrials", "physical-ai-robotics" ], "catalyst_date": null, "first_seen": "2026-05-05", "last_analyzed": "2026-08-16T14:28:59+00:00" }, { "ticker": "BILL", "name": "BILL Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/BILL/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "fintech-consumer-credit", "ai-enterprise-software", "physical-ai-robotics" ], "catalyst_date": null, "first_seen": "2026-07-17", "last_analyzed": "2026-08-22T10:30:33+00:00" }, { "ticker": "BLZE", "name": "Backblaze, Inc.", "url": "https://frontierpicks.com/dossiers/BLZE/", "conviction": "MEDIUM", "archetype": 2, "status": "DORMANT", "themes": [ "gpu-cloud-neoclouds", "ai-datacenter-infrastructure", "small-cap-value-rotation" ], "catalyst_date": "2026-09-09", "first_seen": "2026-05-08", "last_analyzed": "2026-08-16T14:32:38+00:00" }, { "ticker": "BMY", "name": "Bristol-Myers Squibb Co.", "url": "https://frontierpicks.com/dossiers/BMY/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "oncology-immunology", "m-and-a-special-situations", "managed-care-health-services" ], "catalyst_date": "2026-09-30", "first_seen": "2026-08-03", "last_analyzed": "2026-08-16T17:20:08+00:00" }, { "ticker": "BULL", "name": "Webull Corporation", "url": "https://frontierpicks.com/dossiers/BULL/", "conviction": "MEDIUM", "archetype": 6, "status": "DORMANT", "themes": [ "crypto-exchanges-financials", "fintech-consumer-credit", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-08-19", "first_seen": "2026-05-06", "last_analyzed": "2026-08-16T14:39:11+00:00" }, { "ticker": "BVS", "name": "Bioventus Inc.", "url": "https://frontierpicks.com/dossiers/BVS/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "medtech-diagnostics", "small-cap-value-rotation" ], "catalyst_date": null, "first_seen": "2026-07-16", "last_analyzed": "2026-08-22T10:32:08+00:00" }, { "ticker": "BWLP", "name": "BW LPG Limited", "url": "https://frontierpicks.com/dossiers/BWLP/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "freight-logistics", "oil-energy-geopolitical" ], "catalyst_date": "2026-08-28", "first_seen": "2026-08-03", "last_analyzed": "2026-08-16T17:25:53+00:00" }, { "ticker": "CACI", "name": "CACI INTERNATIONAL CLA", "url": "https://frontierpicks.com/dossiers/CACI/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "defense-aerospace" ], "catalyst_date": null, "first_seen": "2026-08-13", "last_analyzed": "2026-08-23T12:26:42+00:00" }, { "ticker": "CADL", "name": "Candel Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/CADL/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "oncology-immunology", "binary-catalyst-biotech" ], "catalyst_date": null, "first_seen": "2026-04-23", "last_analyzed": "2026-08-16T14:41:35+00:00" }, { "ticker": "CAL", "name": "Caleres Inc", "url": "https://frontierpicks.com/dossiers/CAL/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "small-cap-value-rotation", "cyclical-industrials" ], "catalyst_date": "2026-09-03", "first_seen": "2026-04-20", "last_analyzed": "2026-08-16T14:42:40+00:00" }, { "ticker": "CCC", "name": "CCC Intelligent Solutions Holdings Inc.", "url": "https://frontierpicks.com/dossiers/CCC/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "ai-enterprise-software" ], "catalyst_date": null, "first_seen": "2026-07-15", "last_analyzed": "2026-08-22T10:34:58+00:00" }, { "ticker": "CCS", "name": "Century Communities, Inc.", "url": "https://frontierpicks.com/dossiers/CCS/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "housing-homebuilders-proptech", "cyclical-industrials" ], "catalyst_date": "2026-08-25", "first_seen": "2026-06-26", "last_analyzed": "2026-08-22T07:35:18+00:00" }, { "ticker": "CDNA", "name": "CareDx, Inc.", "url": "https://frontierpicks.com/dossiers/CDNA/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "medtech-diagnostics", "binary-catalyst-biotech" ], "catalyst_date": "2026-08-30", "first_seen": "2026-07-17", "last_analyzed": "2026-08-22T10:35:02+00:00" }, { "ticker": "CERT", "name": "Certara, Inc.", "url": "https://frontierpicks.com/dossiers/CERT/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software", "precision-biotech-therapeutics", "cyclical-industrials" ], "catalyst_date": null, "first_seen": "2026-07-14", "last_analyzed": "2026-08-22T10:39:44+00:00" }, { "ticker": "CGEM", "name": "Cullinan Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/CGEM/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "oncology-immunology", "precision-biotech-therapeutics" ], "catalyst_date": "2026-09-12", "first_seen": "2026-07-10", "last_analyzed": "2026-08-16T14:54:05+00:00" }, { "ticker": "CLDX", "name": "Celldex Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/CLDX/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "binary-catalyst-biotech", "oncology-immunology" ], "catalyst_date": "2026-09-30", "first_seen": "2026-07-15", "last_analyzed": "2026-08-22T10:37:40+00:00" }, { "ticker": "CLF", "name": "Cleveland-Cliffs Inc.", "url": "https://frontierpicks.com/dossiers/CLF/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "critical-materials-rare-earths" ], "catalyst_date": null, "first_seen": "2026-04-23", "last_analyzed": "2026-08-25T06:08:12+00:00" }, { "ticker": "CLOV", "name": "Clover Health Investments, Corp.", "url": "https://frontierpicks.com/dossiers/CLOV/", "conviction": "MEDIUM", "archetype": 6, "status": "DORMANT", "themes": [ "managed-care-health-services", "binary-catalyst-biotech" ], "catalyst_date": null, "first_seen": "2026-05-01", "last_analyzed": "2026-08-16T15:00:33+00:00" }, { "ticker": "CLW", "name": "Clearwater Paper Corporation", "url": "https://frontierpicks.com/dossiers/CLW/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "cyclical-industrials", "semi-foundry-equipment", "freight-logistics" ], "catalyst_date": "2026-08-24", "first_seen": "2026-08-07", "last_analyzed": "2026-08-22T07:34:09+00:00" }, { "ticker": "CMCO", "name": "Columbus McKinnon Corporation", "url": "https://frontierpicks.com/dossiers/CMCO/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "cyclical-industrials", "critical-materials-rare-earths" ], "catalyst_date": null, "first_seen": "2026-07-31", "last_analyzed": "2026-08-22T07:35:58+00:00" }, { "ticker": "CME", "name": "CME Group Inc.", "url": "https://frontierpicks.com/dossiers/CME/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "prediction-markets-betting", "crypto-exchanges-financials", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-08-26", "first_seen": "2026-07-31", "last_analyzed": "2026-08-22T07:37:12+00:00" }, { "ticker": "CMG", "name": "Chipotle Mexican Grill, Inc.", "url": "https://frontierpicks.com/dossiers/CMG/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation" ], "catalyst_date": null, "first_seen": "2026-04-26", "last_analyzed": "2026-08-24T06:11:51+00:00" }, { "ticker": "CMPS", "name": "COMPASS Pathways Plc", "url": "https://frontierpicks.com/dossiers/CMPS/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "cannabis-reclassification" ], "catalyst_date": "2026-09-14", "first_seen": "2026-04-22", "last_analyzed": "2026-08-22T07:38:40+00:00" }, { "ticker": "CODI", "name": "Compass Diversified", "url": "https://frontierpicks.com/dossiers/CODI/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "consumer-discretionary-rotation" ], "catalyst_date": null, "first_seen": "2026-04-19", "last_analyzed": "2026-08-22T07:40:30+00:00" }, { "ticker": "COHU", "name": "Cohu, Inc.", "url": "https://frontierpicks.com/dossiers/COHU/", "conviction": "MEDIUM", "archetype": 2, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "semi-foundry-equipment", "semiconductors-analog", "ai-chips-memory" ], "catalyst_date": "2026-08-25", "first_seen": "2026-04-22", "last_analyzed": "2026-08-22T07:43:06+00:00" }, { "ticker": "CRAI", "name": "CRA International, Inc.", "url": "https://frontierpicks.com/dossiers/CRAI/", "conviction": "MEDIUM", "archetype": 2, "status": "DORMANT", "themes": [ "managed-care-health-services" ], "catalyst_date": "2026-08-25", "first_seen": "2026-07-30", "last_analyzed": "2026-08-22T07:46:07+00:00" }, { "ticker": "CRDO", "name": "Credo Technology Group Holding Ltd", "url": "https://frontierpicks.com/dossiers/CRDO/", "conviction": "MEDIUM", "archetype": 2, "status": "DORMANT", "themes": [ "networking-optical", "ai-datacenter-infrastructure", "ai-chips-memory" ], "catalyst_date": "2026-09-01", "first_seen": "2026-04-20", "last_analyzed": "2026-08-22T07:47:48+00:00" }, { "ticker": "CRM", "name": "Salesforce, Inc.", "url": "https://frontierpicks.com/dossiers/CRM/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": "2026-08-26", "first_seen": "2026-07-30", "last_analyzed": "2026-08-22T07:50:06+00:00" }, { "ticker": "CSTL", "name": "Castle Biosciences, Inc.", "url": "https://frontierpicks.com/dossiers/CSTL/", "conviction": "MEDIUM", "archetype": 7, "status": "DORMANT", "themes": [ "medtech-diagnostics", "oncology-immunology" ], "catalyst_date": "2026-09-15", "first_seen": "2026-08-11", "last_analyzed": "2026-08-23T12:41:16+00:00" }, { "ticker": "CTOS", "name": "Custom Truck One Source, Inc.", "url": "https://frontierpicks.com/dossiers/CTOS/", "conviction": "MEDIUM", "archetype": 2, "status": "DORMANT", "themes": [ "industrial-power-grid", "ai-datacenter-infrastructure", "cyclical-industrials", "gpu-cloud-neoclouds" ], "catalyst_date": null, "first_seen": "2026-05-01", "last_analyzed": "2026-08-22T07:57:00+00:00" }, { "ticker": "CVI", "name": "CVR ENERGY, INC.", "url": "https://frontierpicks.com/dossiers/CVI/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "oil-energy-geopolitical" ], "catalyst_date": "2026-08-26", "first_seen": "2026-07-31", "last_analyzed": "2026-08-22T07:58:19+00:00" }, { "ticker": "CYRX", "name": "CryoPort, Inc.", "url": "https://frontierpicks.com/dossiers/CYRX/", "conviction": "MEDIUM", "archetype": 2, "status": "DORMANT", "themes": [ "rare-disease-gene-therapy", "precision-biotech-therapeutics", "freight-logistics" ], "catalyst_date": null, "first_seen": "2026-05-22", "last_analyzed": "2026-08-22T08:00:05+00:00" }, { "ticker": "DCTH", "name": "Delcath Systems, Inc.", "url": "https://frontierpicks.com/dossiers/DCTH/", "conviction": "MEDIUM", "archetype": 7, "status": "DORMANT", "themes": [ "oncology-immunology" ], "catalyst_date": null, "first_seen": "2026-08-12", "last_analyzed": "2026-08-23T12:45:27+00:00" }, { "ticker": "DFIN", "name": "Donnelley Financial Solutions, Inc.", "url": "https://frontierpicks.com/dossiers/DFIN/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software", "cyclical-industrials" ], "catalyst_date": null, "first_seen": "2026-07-29", "last_analyzed": "2026-08-22T08:03:56+00:00" }, { "ticker": "DGII", "name": "Digi International Inc.", "url": "https://frontierpicks.com/dossiers/DGII/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "ai-chips-memory", "bitcoin-miners", "small-cap-value-rotation" ], "catalyst_date": null, "first_seen": "2026-08-16", "last_analyzed": "2026-08-16T11:21:44+00:00" }, { "ticker": "DINO", "name": "HF Sinclair Corporation", "url": "https://frontierpicks.com/dossiers/DINO/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "oil-energy-geopolitical", "m-and-a-special-situations" ], "catalyst_date": null, "first_seen": "2026-07-20", "last_analyzed": "2026-08-23T12:47:16+00:00" }, { "ticker": "DK", "name": "Delek US Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/DK/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "oil-energy-geopolitical", "managed-care-health-services" ], "catalyst_date": "2026-08-26", "first_seen": "2026-07-17", "last_analyzed": "2026-08-22T10:44:51+00:00" }, { "ticker": "DNTH", "name": "Dianthus Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/DNTH/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "rare-disease-gene-therapy", "oncology-immunology", "binary-catalyst-biotech" ], "catalyst_date": "2026-05-04", "first_seen": "2026-04-19", "last_analyzed": "2026-08-22T08:09:51+00:00" }, { "ticker": "DRTS", "name": "Alpha Tau Medical Ltd.", "url": "https://frontierpicks.com/dossiers/DRTS/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "oncology-immunology", "medtech-diagnostics", "binary-catalyst-biotech" ], "catalyst_date": null, "first_seen": "2026-05-20", "last_analyzed": "2026-08-22T08:13:13+00:00" }, { "ticker": "DYN", "name": "Dyne Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/DYN/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "rare-disease-gene-therapy", "precision-biotech-therapeutics", "binary-catalyst-biotech" ], "catalyst_date": "2027-01-21", "first_seen": "2026-07-15", "last_analyzed": "2026-08-22T10:46:59+00:00" }, { "ticker": "ELE", "name": "Elemental Royalty Corporation", "url": "https://frontierpicks.com/dossiers/ELE/", "conviction": "MEDIUM", "archetype": 2, "status": "DORMANT", "themes": [ "critical-materials-rare-earths", "semi-foundry-equipment" ], "catalyst_date": "2026-09-16", "first_seen": "2026-08-19", "last_analyzed": "2026-08-22T07:12:23+00:00" }, { "ticker": "ELF", "name": "e.l.f. Beauty, Inc.", "url": "https://frontierpicks.com/dossiers/ELF/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "semi-foundry-equipment" ], "catalyst_date": null, "first_seen": "2026-07-01", "last_analyzed": "2026-08-23T12:50:26+00:00" }, { "ticker": "ELVN", "name": "Enliven Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/ELVN/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "oncology-immunology", "binary-catalyst-biotech" ], "catalyst_date": null, "first_seen": "2026-04-19", "last_analyzed": "2026-08-22T08:20:37+00:00" }, { "ticker": "ENTG", "name": "Entegris, Inc.", "url": "https://frontierpicks.com/dossiers/ENTG/", "conviction": "MEDIUM", "archetype": 2, "status": "DORMANT", "themes": [ "ai-chips-memory", "semiconductors-analog", "semi-foundry-equipment" ], "catalyst_date": "2026-09-26", "first_seen": "2026-06-21", "last_analyzed": "2026-08-22T08:28:29+00:00" }, { "ticker": "ENVA", "name": "Enova International, Inc.", "url": "https://frontierpicks.com/dossiers/ENVA/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "fintech-consumer-credit", "precision-biotech-therapeutics" ], "catalyst_date": "2026-09-04", "first_seen": "2026-06-26", "last_analyzed": "2026-08-22T08:28:20+00:00" }, { "ticker": "EOLS", "name": "Evolus, Inc.", "url": "https://frontierpicks.com/dossiers/EOLS/", "conviction": "MEDIUM", "archetype": 7, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics" ], "catalyst_date": "2026-09-29", "first_seen": "2026-08-13", "last_analyzed": "2026-08-25T06:08:13+00:00" }, { "ticker": "ETON", "name": "Eton Pharmaceuticals, Inc.", "url": "https://frontierpicks.com/dossiers/ETON/", "conviction": "MEDIUM", "archetype": 7, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics" ], "catalyst_date": "2026-09-01", "first_seen": "2026-04-19", "last_analyzed": "2026-08-23T08:09:47+00:00" }, { "ticker": "EVER", "name": "EverQuote, Inc.", "url": "https://frontierpicks.com/dossiers/EVER/", "conviction": "MEDIUM", "archetype": 7, "status": "DORMANT", "themes": [ "managed-care-health-services", "precision-biotech-therapeutics", "ai-enterprise-software", "fintech-consumer-credit" ], "catalyst_date": "2026-09-10", "first_seen": "2026-05-06", "last_analyzed": "2026-08-22T08:35:25+00:00" }, { "ticker": "EXLS", "name": "ExlService Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/EXLS/", "conviction": "MEDIUM", "archetype": 3, "status": "DORMANT", "themes": [ "ai-enterprise-software", "managed-care-health-services" ], "catalyst_date": null, "first_seen": "2026-07-30", "last_analyzed": "2026-08-23T11:43:12+00:00" }, { "ticker": "FA", "name": "First Advantage Corporation", "url": "https://frontierpicks.com/dossiers/FA/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "prediction-markets-betting", "m-and-a-special-situations" ], "catalyst_date": "2026-09-04", "first_seen": "2026-07-15", "last_analyzed": "2026-08-22T10:50:40+00:00" }, { "ticker": "FET", "name": "Forum Energy Technologies, Inc.", "url": "https://frontierpicks.com/dossiers/FET/", "conviction": "MEDIUM", "archetype": 2, "status": "DORMANT", "themes": [ "cyclical-industrials", "semi-foundry-equipment", "ai-datacenter-infrastructure" ], "catalyst_date": null, "first_seen": "2026-08-04", "last_analyzed": "2026-08-22T08:39:36+00:00" }, { "ticker": "FIGS", "name": "FIGS, Inc.", "url": "https://frontierpicks.com/dossiers/FIGS/", "conviction": "MEDIUM", "archetype": 7, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation" ], "catalyst_date": "2026-08-26", "first_seen": "2026-08-09", "last_analyzed": "2026-08-23T08:09:48+00:00" }, { "ticker": "FORM", "name": "FormFactor, Inc.", "url": "https://frontierpicks.com/dossiers/FORM/", "conviction": "MEDIUM", "archetype": 2, "status": "DORMANT", "themes": [ "semi-foundry-equipment", "ai-chips-memory" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-19", "last_analyzed": "2026-08-22T08:45:25+00:00" }, { "ticker": "FOSL", "name": "Fossil Group, Inc.", "url": "https://frontierpicks.com/dossiers/FOSL/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "small-cap-value-rotation" ], "catalyst_date": null, "first_seen": "2026-08-04", "last_analyzed": "2026-08-22T08:47:37+00:00" }, { "ticker": "FROG", "name": "JFrog Ltd.", "url": "https://frontierpicks.com/dossiers/FROG/", "conviction": "MEDIUM", "archetype": 3, "status": "DORMANT", "themes": [ "cybersecurity", "ai-enterprise-software" ], "catalyst_date": "2026-09-01", "first_seen": "2026-05-17", "last_analyzed": "2026-08-16T16:51:23+00:00" }, { "ticker": "FSLR", "name": "First Solar, Inc.", "url": "https://frontierpicks.com/dossiers/FSLR/", "conviction": "MEDIUM", "archetype": 3, "status": "DORMANT", "themes": [ "solar-clean-energy", "cyclical-industrials", "ai-datacenter-infrastructure" ], "catalyst_date": null, "first_seen": "2026-05-22", "last_analyzed": "2026-08-16T16:52:39+00:00" }, { "ticker": "FSLY", "name": "Fastly, Inc.", "url": "https://frontierpicks.com/dossiers/FSLY/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software", "ai-datacenter-infrastructure", "cybersecurity" ], "catalyst_date": null, "first_seen": "2026-07-28", "last_analyzed": "2026-08-22T08:47:22+00:00" }, { "ticker": "FTK", "name": "Flotek Industries, Inc.", "url": "https://frontierpicks.com/dossiers/FTK/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "cyclical-industrials", "oil-energy-geopolitical", "ai-datacenter-infrastructure" ], "catalyst_date": null, "first_seen": "2026-08-07", "last_analyzed": "2026-08-22T08:49:05+00:00" }, { "ticker": "FTNT", "name": "Fortinet, Inc.", "url": "https://frontierpicks.com/dossiers/FTNT/", "conviction": "MEDIUM", "archetype": 3, "status": "DORMANT", "themes": [ "cybersecurity", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-08-26", "first_seen": "2026-05-19", "last_analyzed": "2026-08-16T16:55:43+00:00" }, { "ticker": "GCT", "name": "GigaCloud Technology Inc", "url": "https://frontierpicks.com/dossiers/GCT/", "conviction": "MEDIUM", "archetype": 7, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "managed-care-health-services", "small-cap-value-rotation" ], "catalyst_date": "2026-08-26", "first_seen": "2026-07-30", "last_analyzed": "2026-08-22T08:50:41+00:00" }, { "ticker": "GEN", "name": "Gen Digital Inc.", "url": "https://frontierpicks.com/dossiers/GEN/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "cybersecurity", "fintech-consumer-credit", "ai-enterprise-software", "ai-datacenter-infrastructure" ], "catalyst_date": null, "first_seen": "2026-06-07", "last_analyzed": "2026-08-23T11:44:38+00:00" }, { "ticker": "GERN", "name": "Geron Corporation", "url": "https://frontierpicks.com/dossiers/GERN/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "oncology-immunology", "binary-catalyst-biotech", "space-economy" ], "catalyst_date": null, "first_seen": "2026-07-10", "last_analyzed": "2026-08-16T15:07:21+00:00" }, { "ticker": "GH", "name": "Guardant Health, Inc.", "url": "https://frontierpicks.com/dossiers/GH/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "medtech-diagnostics", "oncology-immunology", "precision-biotech-therapeutics" ], "catalyst_date": "2026-09-15", "first_seen": "2026-05-22", "last_analyzed": "2026-08-16T16:59:14+00:00" }, { "ticker": "GHRS", "name": "GH Research PLC", "url": "https://frontierpicks.com/dossiers/GHRS/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "binary-catalyst-biotech", "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-07-17", "last_analyzed": "2026-08-22T10:58:33+00:00" }, { "ticker": "GRND", "name": "Grindr Inc.", "url": "https://frontierpicks.com/dossiers/GRND/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "ai-datacenter-infrastructure", "ai-enterprise-software", "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-07-08", "last_analyzed": "2026-08-16T15:10:21+00:00" }, { "ticker": "HIMX", "name": "Himax Technologies, Inc.", "url": "https://frontierpicks.com/dossiers/HIMX/", "conviction": "MEDIUM", "archetype": 3, "status": "DORMANT", "themes": [ "ai-enterprise-software", "semiconductors-analog", "networking-optical", "semi-foundry-equipment" ], "catalyst_date": null, "first_seen": "2026-05-05", "last_analyzed": "2026-08-22T08:53:33+00:00" }, { "ticker": "HMY", "name": "Harmony Gold Mining Company Limited", "url": "https://frontierpicks.com/dossiers/HMY/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "critical-materials-rare-earths" ], "catalyst_date": "2026-08-27", "first_seen": "2026-08-23", "last_analyzed": "2026-08-24T06:11:46+00:00" }, { "ticker": "HNI", "name": "HNI Corporation", "url": "https://frontierpicks.com/dossiers/HNI/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "cyclical-industrials", "housing-homebuilders-proptech" ], "catalyst_date": null, "first_seen": "2026-07-08", "last_analyzed": "2026-08-16T15:14:32+00:00" }, { "ticker": "HPK", "name": "HighPeak Energy, Inc.", "url": "https://frontierpicks.com/dossiers/HPK/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "oil-energy-geopolitical", "small-cap-value-rotation" ], "catalyst_date": null, "first_seen": "2026-05-19", "last_analyzed": "2026-08-22T09:02:46+00:00" }, { "ticker": "HPP", "name": "Hudson Pacific Properties, Inc.", "url": "https://frontierpicks.com/dossiers/HPP/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "freight-logistics", "m-and-a-special-situations", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-09-09", "first_seen": "2026-04-23", "last_analyzed": "2026-08-22T09:01:46+00:00" }, { "ticker": "HRI", "name": "Herc Holdings Inc.", "url": "https://frontierpicks.com/dossiers/HRI/", "conviction": "MEDIUM", "archetype": 3, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "industrial-power-grid", "gpu-cloud-neoclouds" ], "catalyst_date": "2026-09-09", "first_seen": "2026-05-15", "last_analyzed": "2026-08-22T09:02:11+00:00" }, { "ticker": "HTZ", "name": "Hertz Global Holdings, Inc", "url": "https://frontierpicks.com/dossiers/HTZ/", "conviction": "MEDIUM", "archetype": 6, "status": "DORMANT", "themes": [ "squeeze-momentum-setups", "ev-autonomous-mobility", "consumer-discretionary-rotation", "freight-logistics" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-19", "last_analyzed": "2026-08-22T09:04:56+00:00" }, { "ticker": "HURN", "name": "Huron Consulting Group Inc.", "url": "https://frontierpicks.com/dossiers/HURN/", "conviction": "MEDIUM", "archetype": 3, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "managed-care-health-services", "small-cap-value-rotation" ], "catalyst_date": null, "first_seen": "2026-07-30", "last_analyzed": "2026-08-22T09:07:50+00:00" }, { "ticker": "ICLR", "name": "ICON plc", "url": "https://frontierpicks.com/dossiers/ICLR/", "conviction": "MEDIUM", "archetype": 2, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "oncology-immunology" ], "catalyst_date": null, "first_seen": "2026-06-26", "last_analyzed": "2026-08-22T09:11:18+00:00" }, { "ticker": "IDYA", "name": "IDEAYA Biosciences, Inc.", "url": "https://frontierpicks.com/dossiers/IDYA/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "oncology-immunology", "precision-biotech-therapeutics", "m-and-a-special-situations" ], "catalyst_date": null, "first_seen": "2026-07-07", "last_analyzed": "2026-08-16T15:15:03+00:00" }, { "ticker": "IESC", "name": "IES Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/IESC/", "conviction": "MEDIUM", "archetype": 2, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "industrial-power-grid" ], "catalyst_date": "2026-08-24", "first_seen": "2026-05-17", "last_analyzed": "2026-08-22T09:15:10+00:00" }, { "ticker": "IKT", "name": "Inhibikase Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/IKT/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "binary-catalyst-biotech", "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-07-26", "last_analyzed": "2026-08-16T15:15:28+00:00" }, { "ticker": "ILMN", "name": "Illumina, Inc.", "url": "https://frontierpicks.com/dossiers/ILMN/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "medtech-diagnostics", "oncology-immunology", "m-and-a-special-situations" ], "catalyst_date": null, "first_seen": "2026-05-14", "last_analyzed": "2026-08-22T09:15:11+00:00" }, { "ticker": "IMAX", "name": "Imax Corp", "url": "https://frontierpicks.com/dossiers/IMAX/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "oil-energy-geopolitical", "freight-logistics" ], "catalyst_date": "2026-08-28", "first_seen": "2026-07-31", "last_analyzed": "2026-08-22T09:17:07+00:00" }, { "ticker": "IMOS", "name": "ChipMOS TECHNOLOGIES INC.", "url": "https://frontierpicks.com/dossiers/IMOS/", "conviction": "MEDIUM", "archetype": 3, "status": "DORMANT", "themes": [ "ai-chips-memory", "semi-foundry-equipment" ], "catalyst_date": "2026-09-10", "first_seen": "2026-06-23", "last_analyzed": "2026-08-22T09:18:18+00:00" }, { "ticker": "INNV", "name": "InnovAge Holding Corp.", "url": "https://frontierpicks.com/dossiers/INNV/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "managed-care-health-services", "consumer-discretionary-rotation" ], "catalyst_date": "2026-09-08", "first_seen": "2026-07-17", "last_analyzed": "2026-08-23T11:46:59+00:00" }, { "ticker": "JRSH", "name": "Jerash Holdings (US), Inc.", "url": "https://frontierpicks.com/dossiers/JRSH/", "conviction": "MEDIUM", "archetype": 6, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "small-cap-value-rotation", "cyclical-industrials" ], "catalyst_date": "2026-09-10", "first_seen": "2026-06-17", "last_analyzed": "2026-08-23T13:26:47+00:00" }, { "ticker": "KEYS", "name": "Keysight Technologies, Inc.", "url": "https://frontierpicks.com/dossiers/KEYS/", "conviction": "MEDIUM", "archetype": 2, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "networking-optical", "semi-foundry-equipment" ], "catalyst_date": "2026-08-18", "first_seen": "2026-05-01", "last_analyzed": "2026-08-16T15:22:34+00:00" }, { "ticker": "KMTS", "name": "Kestra Medical Technologies, Ltd.", "url": "https://frontierpicks.com/dossiers/KMTS/", "conviction": "MEDIUM", "archetype": 7, "status": "DORMANT", "themes": [ "medtech-diagnostics" ], "catalyst_date": "2026-09-10", "first_seen": "2026-08-21", "last_analyzed": "2026-08-22T07:16:47+00:00" }, { "ticker": "KMX", "name": "CarMax Inc.", "url": "https://frontierpicks.com/dossiers/KMX/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "fintech-consumer-credit" ], "catalyst_date": "2026-09-29", "first_seen": "2026-06-14", "last_analyzed": "2026-08-23T13:37:15+00:00" }, { "ticker": "KNSA", "name": "Kiniksa Pharmaceuticals International, plc", "url": "https://frontierpicks.com/dossiers/KNSA/", "conviction": "MEDIUM", "archetype": 7, "status": "DORMANT", "themes": [ "rare-disease-gene-therapy", "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-07-29", "last_analyzed": "2026-08-22T09:23:24+00:00" }, { "ticker": "KODK", "name": "Eastman Kodak Company", "url": "https://frontierpicks.com/dossiers/KODK/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "cyclical-industrials", "industrial-power-grid", "precision-biotech-therapeutics", "m-and-a-special-situations" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-19", "last_analyzed": "2026-08-23T13:41:21+00:00" }, { "ticker": "KRO", "name": "Kronos Worldwide, Inc.", "url": "https://frontierpicks.com/dossiers/KRO/", "conviction": "MEDIUM", "archetype": 7, "status": "DORMANT", "themes": [ "cyclical-industrials", "managed-care-health-services", "freight-logistics" ], "catalyst_date": "2026-09-03", "first_seen": "2026-08-07", "last_analyzed": "2026-08-22T11:05:36+00:00" }, { "ticker": "LAD", "name": "Lithia Motors, Inc.", "url": "https://frontierpicks.com/dossiers/LAD/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "semi-foundry-equipment", "fintech-consumer-credit" ], "catalyst_date": null, "first_seen": "2026-07-30", "last_analyzed": "2026-08-22T09:26:34+00:00" }, { "ticker": "LBRX", "name": "LB Pharmaceuticals Inc", "url": "https://frontierpicks.com/dossiers/LBRX/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-08-04", "last_analyzed": "2026-08-25T06:08:13+00:00" }, { "ticker": "LFST", "name": "LifeStance Health Group, Inc.", "url": "https://frontierpicks.com/dossiers/LFST/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "managed-care-health-services", "bitcoin-miners" ], "catalyst_date": "2026-09-14", "first_seen": "2026-07-02", "last_analyzed": "2026-08-23T13:48:49+00:00" }, { "ticker": "LIND", "name": "Lindblad Expeditions Holdings Inc.", "url": "https://frontierpicks.com/dossiers/LIND/", "conviction": "MEDIUM", "archetype": 7, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "travel-leisure" ], "catalyst_date": null, "first_seen": "2026-06-21", "last_analyzed": "2026-08-22T09:30:20+00:00" }, { "ticker": "LPG", "name": "Dorian Lpg Ltd", "url": "https://frontierpicks.com/dossiers/LPG/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "freight-logistics", "oil-energy-geopolitical" ], "catalyst_date": null, "first_seen": "2026-05-21", "last_analyzed": "2026-08-23T13:58:11+00:00" }, { "ticker": "LRMR", "name": "Larimar Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/LRMR/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "rare-disease-gene-therapy", "binary-catalyst-biotech" ], "catalyst_date": null, "first_seen": "2026-07-10", "last_analyzed": "2026-08-16T15:27:18+00:00" }, { "ticker": "MASS", "name": "908 Devices Inc.", "url": "https://frontierpicks.com/dossiers/MASS/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "medtech-diagnostics" ], "catalyst_date": "2026-08-26", "first_seen": "2026-08-19", "last_analyzed": "2026-08-25T06:08:12+00:00" }, { "ticker": "MAX", "name": "MediaAlpha, Inc.", "url": "https://frontierpicks.com/dossiers/MAX/", "conviction": "MEDIUM", "archetype": 3, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": null, "first_seen": "2026-06-30", "last_analyzed": "2026-08-23T14:08:20+00:00" }, { "ticker": "MBX", "name": "MBX Biosciences, Inc.", "url": "https://frontierpicks.com/dossiers/MBX/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "rare-disease-gene-therapy", "precision-biotech-therapeutics", "binary-catalyst-biotech" ], "catalyst_date": "2026-09-30", "first_seen": "2026-06-26", "last_analyzed": "2026-08-23T14:06:01+00:00" }, { "ticker": "MCS", "name": "The Marcus Corporation", "url": "https://frontierpicks.com/dossiers/MCS/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "freight-logistics", "managed-care-health-services" ], "catalyst_date": "2026-08-25", "first_seen": "2026-08-04", "last_analyzed": "2026-08-22T09:34:09+00:00" }, { "ticker": "MEI", "name": "Methode Electronics", "url": "https://frontierpicks.com/dossiers/MEI/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "industrial-power-grid", "cyclical-industrials" ], "catalyst_date": "2026-09-08", "first_seen": "2026-05-13", "last_analyzed": "2026-08-23T14:11:49+00:00" }, { "ticker": "MGNI", "name": "Magnite, Inc.", "url": "https://frontierpicks.com/dossiers/MGNI/", "conviction": "MEDIUM", "archetype": 3, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": "2026-09-08", "first_seen": "2026-06-17", "last_analyzed": "2026-08-16T15:29:47+00:00" }, { "ticker": "MGTX", "name": "MeiraGTx Holdings plc", "url": "https://frontierpicks.com/dossiers/MGTX/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "rare-disease-gene-therapy", "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-04-22", "last_analyzed": "2026-08-23T14:15:54+00:00" }, { "ticker": "MIRM", "name": "Mirum Pharmaceuticals, Inc.", "url": "https://frontierpicks.com/dossiers/MIRM/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "rare-disease-gene-therapy", "precision-biotech-therapeutics", "binary-catalyst-biotech" ], "catalyst_date": "2026-09-26", "first_seen": "2026-07-10", "last_analyzed": "2026-08-16T15:30:40+00:00" }, { "ticker": "MLKN", "name": "MillerKnoll, Inc.", "url": "https://frontierpicks.com/dossiers/MLKN/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "housing-homebuilders-proptech", "cyclical-industrials" ], "catalyst_date": null, "first_seen": "2026-07-05", "last_analyzed": "2026-08-16T11:37:39+00:00" }, { "ticker": "MMED", "name": "MiniMed Group, Inc.", "url": "https://frontierpicks.com/dossiers/MMED/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "medtech-diagnostics", "precision-biotech-therapeutics" ], "catalyst_date": "2026-09-01", "first_seen": "2026-06-09", "last_analyzed": "2026-08-23T14:16:52+00:00" }, { "ticker": "MRNA", "name": "Moderna, Inc.", "url": "https://frontierpicks.com/dossiers/MRNA/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "oncology-immunology" ], "catalyst_date": "2026-10-23", "first_seen": "2026-06-21", "last_analyzed": "2026-08-23T08:09:47+00:00" }, { "ticker": "MYRG", "name": "MYR Group, Inc.", "url": "https://frontierpicks.com/dossiers/MYRG/", "conviction": "MEDIUM", "archetype": 2, "status": "DORMANT", "themes": [ "industrial-power-grid", "ai-datacenter-infrastructure" ], "catalyst_date": null, "first_seen": "2026-05-03", "last_analyzed": "2026-08-23T14:32:33+00:00" }, { "ticker": "NAVN", "name": "Navan, Inc.", "url": "https://frontierpicks.com/dossiers/NAVN/", "conviction": "MEDIUM", "archetype": 3, "status": "DORMANT", "themes": [ "ai-enterprise-software", "travel-leisure" ], "catalyst_date": null, "first_seen": "2026-07-20", "last_analyzed": "2026-08-16T11:36:40+00:00" }, { "ticker": "NEOG", "name": "Neogen Corporation", "url": "https://frontierpicks.com/dossiers/NEOG/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "medtech-diagnostics", "m-and-a-special-situations" ], "catalyst_date": null, "first_seen": "2026-08-03", "last_analyzed": "2026-08-22T09:42:39+00:00" }, { "ticker": "NESR", "name": "National Energy Services Reunited Corp", "url": "https://frontierpicks.com/dossiers/NESR/", "conviction": "MEDIUM", "archetype": 2, "status": "DORMANT", "themes": [ "oil-energy-geopolitical", "ai-datacenter-infrastructure", "managed-care-health-services" ], "catalyst_date": null, "first_seen": "2026-08-11", "last_analyzed": "2026-08-23T14:36:48+00:00" }, { "ticker": "NET", "name": "Cloudflare, Inc.", "url": "https://frontierpicks.com/dossiers/NET/", "conviction": "MEDIUM", "archetype": 2, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": null, "first_seen": "2026-04-23", "last_analyzed": "2026-08-17T06:09:03+00:00" }, { "ticker": "NGNE", "name": "Neurogene Inc.", "url": "https://frontierpicks.com/dossiers/NGNE/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "rare-disease-gene-therapy" ], "catalyst_date": null, "first_seen": "2026-07-10", "last_analyzed": "2026-08-16T15:36:50+00:00" }, { "ticker": "NIQ", "name": "NIQ Global Intelligence plc", "url": "https://frontierpicks.com/dossiers/NIQ/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": null, "first_seen": "2026-07-12", "last_analyzed": "2026-08-22T11:06:28+00:00" }, { "ticker": "NKTR", "name": "Nektar Therapeutics", "url": "https://frontierpicks.com/dossiers/NKTR/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "binary-catalyst-biotech", "m-and-a-special-situations" ], "catalyst_date": "2026-09-30", "first_seen": "2026-04-19", "last_analyzed": "2026-08-23T14:40:04+00:00" }, { "ticker": "NRIX", "name": "Nurix Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/NRIX/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "oncology-immunology", "binary-catalyst-biotech" ], "catalyst_date": null, "first_seen": "2026-07-07", "last_analyzed": "2026-08-16T15:42:20+00:00" }, { "ticker": "NSP", "name": "Insperity, Inc", "url": "https://frontierpicks.com/dossiers/NSP/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "prediction-markets-betting", "consumer-discretionary-rotation" ], "catalyst_date": null, "first_seen": "2026-07-20", "last_analyzed": "2026-08-16T11:40:51+00:00" }, { "ticker": "NTSK", "name": "Netskope, Inc.", "url": "https://frontierpicks.com/dossiers/NTSK/", "conviction": "MEDIUM", "archetype": 7, "status": "DORMANT", "themes": [ "cybersecurity", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-09-02", "first_seen": "2026-07-12", "last_analyzed": "2026-08-22T11:08:12+00:00" }, { "ticker": "NVCR", "name": "NovoCure Limited", "url": "https://frontierpicks.com/dossiers/NVCR/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "oncology-immunology", "medtech-diagnostics" ], "catalyst_date": null, "first_seen": "2026-05-03", "last_analyzed": "2026-08-23T14:44:19+00:00" }, { "ticker": "NXT", "name": "Nextpower Inc.", "url": "https://frontierpicks.com/dossiers/NXT/", "conviction": "MEDIUM", "archetype": 3, "status": "DORMANT", "themes": [ "solar-clean-energy", "industrial-power-grid", "ai-datacenter-infrastructure" ], "catalyst_date": null, "first_seen": "2026-05-17", "last_analyzed": "2026-08-23T14:49:41+00:00" }, { "ticker": "OII", "name": "Oceaneering International Inc.", "url": "https://frontierpicks.com/dossiers/OII/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "oil-energy-geopolitical", "physical-ai-robotics", "managed-care-health-services" ], "catalyst_date": "2026-09-09", "first_seen": "2026-07-24", "last_analyzed": "2026-08-16T11:45:14+00:00" }, { "ticker": "OMDA", "name": "Omada Health, Inc.", "url": "https://frontierpicks.com/dossiers/OMDA/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "managed-care-health-services", "precision-biotech-therapeutics", "ai-enterprise-software" ], "catalyst_date": "2026-09-10", "first_seen": "2026-07-14", "last_analyzed": "2026-08-23T14:51:47+00:00" }, { "ticker": "ONC", "name": "BeOne Medicines Ltd.", "url": "https://frontierpicks.com/dossiers/ONC/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "oncology-immunology", "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-07-26", "last_analyzed": "2026-08-16T15:43:36+00:00" }, { "ticker": "OPRT", "name": "Oportun Financial Corporation", "url": "https://frontierpicks.com/dossiers/OPRT/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "fintech-consumer-credit" ], "catalyst_date": null, "first_seen": "2026-08-07", "last_analyzed": "2026-08-23T08:09:48+00:00" }, { "ticker": "ORKA", "name": "Oruka Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/ORKA/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "oncology-immunology", "binary-catalyst-biotech" ], "catalyst_date": "2026-09-30", "first_seen": "2026-04-19", "last_analyzed": "2026-08-23T15:08:51+00:00" }, { "ticker": "OWL", "name": "Blue Owl Capital Inc.", "url": "https://frontierpicks.com/dossiers/OWL/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "biofuels-low-carbon", "crypto-exchanges-financials", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-08-27", "first_seen": "2026-08-04", "last_analyzed": "2026-08-22T09:53:49+00:00" }, { "ticker": "OXM", "name": "Oxford Industries, Inc.", "url": "https://frontierpicks.com/dossiers/OXM/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "m-and-a-special-situations", "small-cap-value-rotation" ], "catalyst_date": "2026-09-03", "first_seen": "2026-04-20", "last_analyzed": "2026-08-23T15:10:38+00:00" }, { "ticker": "PBF", "name": "PBF ENERGY INC.", "url": "https://frontierpicks.com/dossiers/PBF/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "oil-energy-geopolitical" ], "catalyst_date": "2026-08-28", "first_seen": "2026-07-17", "last_analyzed": "2026-08-23T15:22:27+00:00" }, { "ticker": "PCOR", "name": "Procore Technologies, Inc.", "url": "https://frontierpicks.com/dossiers/PCOR/", "conviction": "MEDIUM", "archetype": 3, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": null, "first_seen": "2026-07-31", "last_analyzed": "2026-08-24T06:11:46+00:00" }, { "ticker": "PCTY", "name": "Paylocity Holding Corporation", "url": "https://frontierpicks.com/dossiers/PCTY/", "conviction": "MEDIUM", "archetype": 3, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": null, "first_seen": "2026-07-28", "last_analyzed": "2026-08-22T09:58:38+00:00" }, { "ticker": "PD", "name": "PagerDuty, Inc.", "url": "https://frontierpicks.com/dossiers/PD/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software", "m-and-a-special-situations" ], "catalyst_date": "2026-08-27", "first_seen": "2026-06-07", "last_analyzed": "2026-08-23T15:40:51+00:00" }, { "ticker": "PENG", "name": "Penguin Solutions, Inc.", "url": "https://frontierpicks.com/dossiers/PENG/", "conviction": "MEDIUM", "archetype": 2, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "ai-chips-memory", "small-cap-value-rotation" ], "catalyst_date": "2026-09-10", "first_seen": "2026-04-20", "last_analyzed": "2026-08-23T15:49:51+00:00" }, { "ticker": "PENN", "name": "PENN Entertainment, Inc.", "url": "https://frontierpicks.com/dossiers/PENN/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "prediction-markets-betting", "crypto-exchanges-financials" ], "catalyst_date": "2026-09-10", "first_seen": "2026-06-10", "last_analyzed": "2026-08-16T11:53:27+00:00" }, { "ticker": "PGEN", "name": "Precigen, Inc.", "url": "https://frontierpicks.com/dossiers/PGEN/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "oncology-immunology" ], "catalyst_date": null, "first_seen": "2026-07-07", "last_analyzed": "2026-08-19T11:46:02+00:00" }, { "ticker": "PK", "name": "Park Hotels & Resorts Inc.", "url": "https://frontierpicks.com/dossiers/PK/", "conviction": "MEDIUM", "archetype": 7, "status": "DORMANT", "themes": [ "travel-leisure", "freight-logistics", "cyclical-industrials" ], "catalyst_date": null, "first_seen": "2026-06-16", "last_analyzed": "2026-08-16T11:54:55+00:00" }, { "ticker": "PLMR", "name": "Palomar Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/PLMR/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "managed-care-health-services", "small-cap-value-rotation" ], "catalyst_date": "2026-08-19", "first_seen": "2026-07-08", "last_analyzed": "2026-08-16T15:51:53+00:00" }, { "ticker": "PLPC", "name": "Preformed Line Products Company", "url": "https://frontierpicks.com/dossiers/PLPC/", "conviction": "MEDIUM", "archetype": 3, "status": "DORMANT", "themes": [ "industrial-power-grid" ], "catalyst_date": null, "first_seen": "2026-04-23", "last_analyzed": "2026-08-17T06:09:07+00:00" }, { "ticker": "PNRG", "name": "PrimeEnergy Resources Corporation", "url": "https://frontierpicks.com/dossiers/PNRG/", "conviction": "MEDIUM", "archetype": 6, "status": "DORMANT", "themes": [ "oil-energy-geopolitical", "small-cap-value-rotation" ], "catalyst_date": "2026-09-06", "first_seen": "2026-05-19", "last_analyzed": "2026-08-23T16:14:00+00:00" }, { "ticker": "PPTA", "name": "Perpetua Resources Corp.", "url": "https://frontierpicks.com/dossiers/PPTA/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "critical-materials-rare-earths" ], "catalyst_date": "2026-08-19", "first_seen": "2026-08-16", "last_analyzed": "2026-08-17T06:09:03+00:00" }, { "ticker": "PRCH", "name": "Porch Group, Inc.", "url": "https://frontierpicks.com/dossiers/PRCH/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "housing-homebuilders-proptech" ], "catalyst_date": "2026-09-01", "first_seen": "2026-05-15", "last_analyzed": "2026-08-25T06:08:15+00:00" }, { "ticker": "PRGS", "name": "Progress Software Corporation", "url": "https://frontierpicks.com/dossiers/PRGS/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software", "m-and-a-special-situations" ], "catalyst_date": null, "first_seen": "2026-07-23", "last_analyzed": "2026-08-16T11:58:19+00:00" }, { "ticker": "PRM", "name": "Perimeter Solutions, Inc.", "url": "https://frontierpicks.com/dossiers/PRM/", "conviction": "MEDIUM", "archetype": 7, "status": "DORMANT", "themes": [ "managed-care-health-services", "m-and-a-special-situations", "defense-aerospace" ], "catalyst_date": "2026-09-01", "first_seen": "2026-04-23", "last_analyzed": "2026-08-23T16:18:06+00:00" }, { "ticker": "PTGX", "name": "Protagonist Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/PTGX/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "rare-disease-gene-therapy" ], "catalyst_date": "2026-08-31", "first_seen": "2026-07-05", "last_analyzed": "2026-08-16T11:58:13+00:00" }, { "ticker": "PUBM", "name": "PubMatic, Inc.", "url": "https://frontierpicks.com/dossiers/PUBM/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": "2026-09-09", "first_seen": "2026-08-09", "last_analyzed": "2026-08-22T11:11:38+00:00" }, { "ticker": "PVLA", "name": "Palvella Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/PVLA/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "rare-disease-gene-therapy", "binary-catalyst-biotech" ], "catalyst_date": null, "first_seen": "2026-07-10", "last_analyzed": "2026-08-16T15:56:47+00:00" }, { "ticker": "QNST", "name": "QuinStreet, Inc.", "url": "https://frontierpicks.com/dossiers/QNST/", "conviction": "MEDIUM", "archetype": 2, "status": "DORMANT", "themes": [ "fintech-consumer-credit" ], "catalyst_date": null, "first_seen": "2026-07-09", "last_analyzed": "2026-08-23T08:09:48+00:00" }, { "ticker": "QTWO", "name": "Q2 Holdings Inc", "url": "https://frontierpicks.com/dossiers/QTWO/", "conviction": "MEDIUM", "archetype": 2, "status": "DORMANT", "themes": [ "ai-enterprise-software", "crypto-exchanges-financials" ], "catalyst_date": null, "first_seen": "2026-07-28", "last_analyzed": "2026-08-22T09:59:30+00:00" }, { "ticker": "RAPP", "name": "Rapport Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/RAPP/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "binary-catalyst-biotech" ], "catalyst_date": null, "first_seen": "2026-04-19", "last_analyzed": "2026-08-23T16:27:52+00:00" }, { "ticker": "RCKT", "name": "Rocket Pharmaceuticals, Inc.", "url": "https://frontierpicks.com/dossiers/RCKT/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "rare-disease-gene-therapy", "binary-catalyst-biotech" ], "catalyst_date": null, "first_seen": "2026-07-10", "last_analyzed": "2026-08-16T16:07:02+00:00" }, { "ticker": "REAL", "name": "The RealReal, Inc.", "url": "https://frontierpicks.com/dossiers/REAL/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "managed-care-health-services" ], "catalyst_date": null, "first_seen": "2026-06-29", "last_analyzed": "2026-08-16T12:01:45+00:00" }, { "ticker": "RELY", "name": "Remitly Global, Inc.", "url": "https://frontierpicks.com/dossiers/RELY/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "fintech-consumer-credit", "crypto-exchanges-financials" ], "catalyst_date": "2026-09-09", "first_seen": "2026-07-14", "last_analyzed": "2026-08-23T16:32:28+00:00" }, { "ticker": "RLAY", "name": "Relay Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/RLAY/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "oncology-immunology" ], "catalyst_date": null, "first_seen": "2026-04-19", "last_analyzed": "2026-08-23T16:32:11+00:00" }, { "ticker": "RMAX", "name": "Re/Max Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/RMAX/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations" ], "catalyst_date": "2026-08-24", "first_seen": "2026-04-28", "last_analyzed": "2026-08-24T06:11:50+00:00" }, { "ticker": "RPD", "name": "Rapid7, Inc.", "url": "https://frontierpicks.com/dossiers/RPD/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "semi-foundry-equipment", "ai-enterprise-software" ], "catalyst_date": null, "first_seen": "2026-07-10", "last_analyzed": "2026-08-16T16:17:03+00:00" }, { "ticker": "RRGB", "name": "Red Robin Gourmet Burgers, Inc.", "url": "https://frontierpicks.com/dossiers/RRGB/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation" ], "catalyst_date": "2026-08-28", "first_seen": "2026-07-15", "last_analyzed": "2026-08-24T06:11:51+00:00" }, { "ticker": "SCZM", "name": "Santacruz Silver Mining Ltd.", "url": "https://frontierpicks.com/dossiers/SCZM/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "critical-materials-rare-earths", "small-cap-value-rotation", "bitcoin-miners" ], "catalyst_date": "2026-08-28", "first_seen": "2026-08-16", "last_analyzed": "2026-08-16T11:28:20+00:00" }, { "ticker": "SE", "name": "Sea Limited", "url": "https://frontierpicks.com/dossiers/SE/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "emerging-markets", "fintech-consumer-credit", "consumer-discretionary-rotation", "prediction-markets-betting" ], "catalyst_date": "2026-09-09", "first_seen": "2026-07-14", "last_analyzed": "2026-08-23T16:50:26+00:00" }, { "ticker": "SEPN", "name": "Septerna, Inc.", "url": "https://frontierpicks.com/dossiers/SEPN/", "conviction": "MEDIUM", "archetype": 7, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-06-09", "last_analyzed": "2026-08-16T12:07:31+00:00" }, { "ticker": "SHIP", "name": "Seanergy Maritime Holdings Corp.", "url": "https://frontierpicks.com/dossiers/SHIP/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "freight-logistics", "managed-care-health-services", "semi-foundry-equipment" ], "catalyst_date": "2026-09-07", "first_seen": "2026-07-31", "last_analyzed": "2026-08-22T10:02:58+00:00" }, { "ticker": "SIBN", "name": "SI-BONE, Inc.", "url": "https://frontierpicks.com/dossiers/SIBN/", "conviction": "MEDIUM", "archetype": 7, "status": "DORMANT", "themes": [ "medtech-diagnostics" ], "catalyst_date": null, "first_seen": "2026-06-10", "last_analyzed": "2026-08-16T12:09:51+00:00" }, { "ticker": "SKWD", "name": "Skyward Specialty Insurance Group, Inc.", "url": "https://frontierpicks.com/dossiers/SKWD/", "conviction": "MEDIUM", "archetype": 7, "status": "DORMANT", "themes": [ "managed-care-health-services", "small-cap-value-rotation" ], "catalyst_date": null, "first_seen": "2026-06-30", "last_analyzed": "2026-08-16T12:11:51+00:00" }, { "ticker": "SMRT", "name": "SmartRent, Inc.", "url": "https://frontierpicks.com/dossiers/SMRT/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "small-cap-value-rotation", "housing-homebuilders-proptech", "consumer-discretionary-rotation" ], "catalyst_date": null, "first_seen": "2026-08-12", "last_analyzed": "2026-08-23T17:03:47+00:00" }, { "ticker": "SNAP", "name": "Snap Inc.", "url": "https://frontierpicks.com/dossiers/SNAP/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "megacap-ai-platforms" ], "catalyst_date": null, "first_seen": "2026-04-26", "last_analyzed": "2026-08-25T06:08:14+00:00" }, { "ticker": "SNDK", "name": "Sandisk Corporation", "url": "https://frontierpicks.com/dossiers/SNDK/", "conviction": "MEDIUM", "archetype": 2, "status": "DORMANT", "themes": [ "ai-chips-memory" ], "catalyst_date": null, "first_seen": "2026-04-19", "last_analyzed": "2026-08-17T06:09:03+00:00" }, { "ticker": "SNDR", "name": "Schneider National, Inc.", "url": "https://frontierpicks.com/dossiers/SNDR/", "conviction": "MEDIUM", "archetype": 7, "status": "DORMANT", "themes": [ "freight-logistics", "cyclical-industrials" ], "catalyst_date": "2026-09-11", "first_seen": "2026-06-10", "last_analyzed": "2026-08-16T12:13:09+00:00" }, { "ticker": "SNDX", "name": "Syndax Pharmaceuticals, Inc.", "url": "https://frontierpicks.com/dossiers/SNDX/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "oncology-immunology", "precision-biotech-therapeutics" ], "catalyst_date": "2026-09-09", "first_seen": "2026-07-12", "last_analyzed": "2026-08-22T11:17:18+00:00" }, { "ticker": "SPSC", "name": "SPS Commerce, Inc.", "url": "https://frontierpicks.com/dossiers/SPSC/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software", "freight-logistics" ], "catalyst_date": null, "first_seen": "2026-08-04", "last_analyzed": "2026-08-22T10:06:49+00:00" }, { "ticker": "SPXC", "name": "SPX Technologies, Inc.", "url": "https://frontierpicks.com/dossiers/SPXC/", "conviction": "MEDIUM", "archetype": 2, "status": "DORMANT", "themes": [ "industrial-power-grid" ], "catalyst_date": null, "first_seen": "2026-04-23", "last_analyzed": "2026-08-17T06:09:07+00:00" }, { "ticker": "TBLA", "name": "Taboola.com Ltd.", "url": "https://frontierpicks.com/dossiers/TBLA/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "ai-enterprise-software", "crypto-exchanges-financials" ], "catalyst_date": null, "first_seen": "2026-05-08", "last_analyzed": "2026-08-15T12:05:22+00:00" }, { "ticker": "TEAM", "name": "Atlassian Corporation", "url": "https://frontierpicks.com/dossiers/TEAM/", "conviction": "MEDIUM", "archetype": 3, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": "2026-08-31", "first_seen": "2026-07-29", "last_analyzed": "2026-08-22T10:08:56+00:00" }, { "ticker": "TNET", "name": "Trinet Group, Inc.", "url": "https://frontierpicks.com/dossiers/TNET/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "managed-care-health-services" ], "catalyst_date": null, "first_seen": "2026-07-23", "last_analyzed": "2026-08-16T12:25:10+00:00" }, { "ticker": "TOI", "name": "The Oncology Institute, Inc.", "url": "https://frontierpicks.com/dossiers/TOI/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "managed-care-health-services", "small-cap-value-rotation" ], "catalyst_date": null, "first_seen": "2026-05-24", "last_analyzed": "2026-08-15T12:11:36+00:00" }, { "ticker": "TRVI", "name": "Trevi Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/TRVI/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "binary-catalyst-biotech" ], "catalyst_date": null, "first_seen": "2026-04-19", "last_analyzed": "2026-08-15T12:16:15+00:00" }, { "ticker": "TTMI", "name": "TTM Technologies, Inc.", "url": "https://frontierpicks.com/dossiers/TTMI/", "conviction": "MEDIUM", "archetype": 2, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "defense-aerospace", "cyclical-industrials", "ai-chips-memory" ], "catalyst_date": null, "first_seen": "2026-05-01", "last_analyzed": "2026-08-16T12:29:22+00:00" }, { "ticker": "TVTX", "name": "Travere Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/TVTX/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "rare-disease-gene-therapy", "precision-biotech-therapeutics" ], "catalyst_date": "2026-09-08", "first_seen": "2026-04-19", "last_analyzed": "2026-08-15T12:18:20+00:00" }, { "ticker": "TWLO", "name": "Twilio Inc.", "url": "https://frontierpicks.com/dossiers/TWLO/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software", "ai-datacenter-infrastructure", "cyclical-industrials" ], "catalyst_date": "2026-09-08", "first_seen": "2026-05-05", "last_analyzed": "2026-08-16T12:31:30+00:00" }, { "ticker": "TWST", "name": "Twist Bioscience Corporation", "url": "https://frontierpicks.com/dossiers/TWST/", "conviction": "MEDIUM", "archetype": 3, "status": "DORMANT", "themes": [ "medtech-diagnostics" ], "catalyst_date": null, "first_seen": "2026-04-22", "last_analyzed": "2026-08-21T06:08:59+00:00" }, { "ticker": "U", "name": "Unity Software Inc.", "url": "https://frontierpicks.com/dossiers/U/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": null, "first_seen": "2026-04-26", "last_analyzed": "2026-08-17T06:09:03+00:00" }, { "ticker": "UFPT", "name": "UFP Technologies, Inc.", "url": "https://frontierpicks.com/dossiers/UFPT/", "conviction": "MEDIUM", "archetype": 2, "status": "DORMANT", "themes": [ "medtech-diagnostics", "freight-logistics" ], "catalyst_date": null, "first_seen": "2026-08-13", "last_analyzed": "2026-08-15T07:32:36+00:00" }, { "ticker": "UGP", "name": "Ultrapar Participacoes S.A.", "url": "https://frontierpicks.com/dossiers/UGP/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "emerging-markets", "biofuels-low-carbon" ], "catalyst_date": null, "first_seen": "2026-07-20", "last_analyzed": "2026-08-16T12:35:32+00:00" }, { "ticker": "UHAL", "name": "U-Haul Holding Company", "url": "https://frontierpicks.com/dossiers/UHAL/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "housing-homebuilders-proptech", "managed-care-health-services", "crypto-exchanges-financials" ], "catalyst_date": "2026-08-20", "first_seen": "2026-06-29", "last_analyzed": "2026-08-16T12:36:34+00:00" }, { "ticker": "ULCC", "name": "Frontier Group Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/ULCC/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "travel-leisure", "oil-energy-geopolitical" ], "catalyst_date": null, "first_seen": "2026-04-20", "last_analyzed": "2026-08-15T12:24:13+00:00" }, { "ticker": "URGN", "name": "UroGen Pharma Ltd.", "url": "https://frontierpicks.com/dossiers/URGN/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "oncology-immunology" ], "catalyst_date": "2026-09-30", "first_seen": "2026-04-23", "last_analyzed": "2026-08-16T12:39:40+00:00" }, { "ticker": "UROY", "name": "Uranium Royalty Corp.", "url": "https://frontierpicks.com/dossiers/UROY/", "conviction": "MEDIUM", "archetype": 2, "status": "DORMANT", "themes": [ "nuclear-uranium", "precision-biotech-therapeutics", "critical-materials-rare-earths" ], "catalyst_date": "2026-09-14", "first_seen": "2026-08-07", "last_analyzed": "2026-08-22T10:13:01+00:00" }, { "ticker": "VAC", "name": "Marriott Vacations Worldwide Corporation", "url": "https://frontierpicks.com/dossiers/VAC/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "travel-leisure", "consumer-discretionary-rotation", "freight-logistics" ], "catalyst_date": null, "first_seen": "2026-06-16", "last_analyzed": "2026-08-16T12:43:02+00:00" }, { "ticker": "VCYT", "name": "Veracyte, Inc.", "url": "https://frontierpicks.com/dossiers/VCYT/", "conviction": "MEDIUM", "archetype": 2, "status": "DORMANT", "themes": [ "medtech-diagnostics", "oncology-immunology" ], "catalyst_date": "2026-09-15", "first_seen": "2026-05-21", "last_analyzed": "2026-08-15T12:27:20+00:00" }, { "ticker": "VET", "name": "Vermilion Energy Inc.", "url": "https://frontierpicks.com/dossiers/VET/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "oil-energy-geopolitical" ], "catalyst_date": "2026-09-15", "first_seen": "2026-08-03", "last_analyzed": "2026-08-22T10:13:23+00:00" }, { "ticker": "VG", "name": "Venture Global, Inc.", "url": "https://frontierpicks.com/dossiers/VG/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "oil-energy-geopolitical", "ai-datacenter-infrastructure" ], "catalyst_date": null, "first_seen": "2026-07-21", "last_analyzed": "2026-08-16T12:43:04+00:00" }, { "ticker": "VLO", "name": "Valero Energy Corporation", "url": "https://frontierpicks.com/dossiers/VLO/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "oil-energy-geopolitical", "biofuels-low-carbon" ], "catalyst_date": "2026-08-19", "first_seen": "2026-07-22", "last_analyzed": "2026-08-16T12:46:29+00:00" }, { "ticker": "VOYG", "name": "Voyager Technologies, Inc.", "url": "https://frontierpicks.com/dossiers/VOYG/", "conviction": "MEDIUM", "archetype": 1, "status": "DORMANT", "themes": [ "space-economy", "defense-aerospace" ], "catalyst_date": "2026-09-10", "first_seen": "2026-08-19", "last_analyzed": "2026-08-22T07:25:36+00:00" }, { "ticker": "VSTM", "name": "Verastem, Inc.", "url": "https://frontierpicks.com/dossiers/VSTM/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "oncology-immunology", "precision-biotech-therapeutics" ], "catalyst_date": "2026-08-28", "first_seen": "2026-07-12", "last_analyzed": "2026-08-22T11:23:38+00:00" }, { "ticker": "WEX", "name": "WEX Inc.", "url": "https://frontierpicks.com/dossiers/WEX/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "fintech-consumer-credit", "cyclical-industrials", "ev-autonomous-mobility" ], "catalyst_date": null, "first_seen": "2026-07-24", "last_analyzed": "2026-08-16T12:50:30+00:00" }, { "ticker": "WIX", "name": "Wix.com Ltd.", "url": "https://frontierpicks.com/dossiers/WIX/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": "2026-08-26", "first_seen": "2026-07-28", "last_analyzed": "2026-08-24T06:11:45+00:00" }, { "ticker": "WNC", "name": "Wabash National Corp.", "url": "https://frontierpicks.com/dossiers/WNC/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "cyclical-industrials", "freight-logistics" ], "catalyst_date": "2026-08-24", "first_seen": "2026-06-14", "last_analyzed": "2026-08-16T12:54:20+00:00" }, { "ticker": "WTTR", "name": "Select Water Solutions, Inc.", "url": "https://frontierpicks.com/dossiers/WTTR/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "oil-energy-geopolitical", "critical-materials-rare-earths" ], "catalyst_date": null, "first_seen": "2026-05-19", "last_analyzed": "2026-08-15T12:31:40+00:00" }, { "ticker": "XNCR", "name": "Xencor, Inc.", "url": "https://frontierpicks.com/dossiers/XNCR/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "oncology-immunology" ], "catalyst_date": null, "first_seen": "2026-07-20", "last_analyzed": "2026-08-17T06:09:05+00:00" }, { "ticker": "YETI", "name": "YETI Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/YETI/", "conviction": "MEDIUM", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "freight-logistics" ], "catalyst_date": null, "first_seen": "2026-06-14", "last_analyzed": "2026-08-16T13:07:07+00:00" }, { "ticker": "ZBIO", "name": "Zenas BioPharma, Inc.", "url": "https://frontierpicks.com/dossiers/ZBIO/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "binary-catalyst-biotech", "oncology-immunology", "rare-disease-gene-therapy" ], "catalyst_date": null, "first_seen": "2026-07-02", "last_analyzed": "2026-08-16T13:09:27+00:00" }, { "ticker": "ZETA", "name": "Zeta Global Holdings Corp.", "url": "https://frontierpicks.com/dossiers/ZETA/", "conviction": "MEDIUM", "archetype": 3, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": null, "first_seen": "2026-06-07", "last_analyzed": "2026-08-25T06:08:12+00:00" }, { "ticker": "ZURA", "name": "Zura Bio Limited", "url": "https://frontierpicks.com/dossiers/ZURA/", "conviction": "MEDIUM", "archetype": 5, "status": "DORMANT", "themes": [ "binary-catalyst-biotech", "precision-biotech-therapeutics", "oncology-immunology" ], "catalyst_date": null, "first_seen": "2026-06-30", "last_analyzed": "2026-08-16T13:11:04+00:00" }, { "ticker": "AA", "name": "Alcoa Corporation", "url": "https://frontierpicks.com/dossiers/AA/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "critical-materials-rare-earths" ], "catalyst_date": null, "first_seen": "2026-04-23", "last_analyzed": "2026-08-24T06:11:47+00:00" }, { "ticker": "AAON", "name": "AAON, Inc.", "url": "https://frontierpicks.com/dossiers/AAON/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "industrial-power-grid" ], "catalyst_date": null, "first_seen": "2026-05-08", "last_analyzed": "2026-08-16T13:14:33+00:00" }, { "ticker": "AAPL", "name": "Apple Inc.", "url": "https://frontierpicks.com/dossiers/AAPL/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "megacap-ai-platforms" ], "catalyst_date": "2026-09-09", "first_seen": "2026-04-23", "last_analyzed": "2026-08-17T06:09:06+00:00" }, { "ticker": "ABCL", "name": "AbCellera Biologics Inc.", "url": "https://frontierpicks.com/dossiers/ABCL/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "ai-enterprise-software", "binary-catalyst-biotech" ], "catalyst_date": null, "first_seen": "2026-05-10", "last_analyzed": "2026-08-16T13:14:54+00:00" }, { "ticker": "ABEO", "name": "Abeona Therapeutics Inc.", "url": "https://frontierpicks.com/dossiers/ABEO/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "rare-disease-gene-therapy", "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-07-16", "last_analyzed": "2026-08-22T10:21:46+00:00" }, { "ticker": "ABNB", "name": "Airbnb, Inc.", "url": "https://frontierpicks.com/dossiers/ABNB/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation" ], "catalyst_date": "2026-09-04", "first_seen": "2026-08-12", "last_analyzed": "2026-08-24T06:11:51+00:00" }, { "ticker": "ABVX", "name": "Abivax SA", "url": "https://frontierpicks.com/dossiers/ABVX/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "binary-catalyst-biotech", "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-07-07", "last_analyzed": "2026-08-16T13:20:07+00:00" }, { "ticker": "ABX", "name": "Abacus Global Management, Inc.", "url": "https://frontierpicks.com/dossiers/ABX/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "crypto-exchanges-financials", "small-cap-value-rotation" ], "catalyst_date": "2026-08-17", "first_seen": "2026-07-07", "last_analyzed": "2026-08-16T13:18:55+00:00" }, { "ticker": "ACB", "name": "Aurora Cannabis Inc.", "url": "https://frontierpicks.com/dossiers/ACB/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "semi-foundry-equipment", "cannabis-reclassification" ], "catalyst_date": "2026-08-17", "first_seen": "2026-04-23", "last_analyzed": "2026-08-16T13:19:59+00:00" }, { "ticker": "ACDC", "name": "ProFrac Holding Corp.", "url": "https://frontierpicks.com/dossiers/ACDC/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "oil-energy-geopolitical" ], "catalyst_date": null, "first_seen": "2026-05-20", "last_analyzed": "2026-08-16T13:23:12+00:00" }, { "ticker": "ACHC", "name": "Acadia Healthcare Company, Inc.", "url": "https://frontierpicks.com/dossiers/ACHC/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "managed-care-health-services" ], "catalyst_date": null, "first_seen": "2026-04-19", "last_analyzed": "2026-08-16T13:23:54+00:00" }, { "ticker": "ACHR", "name": "Archer Aviation Inc.", "url": "https://frontierpicks.com/dossiers/ACHR/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "defense-aerospace", "physical-ai-robotics", "m-and-a-special-situations" ], "catalyst_date": null, "first_seen": "2026-08-12", "last_analyzed": "2026-08-23T11:57:03+00:00" }, { "ticker": "ACMR", "name": "ACM Research, Inc.", "url": "https://frontierpicks.com/dossiers/ACMR/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "semi-foundry-equipment", "ai-datacenter-infrastructure" ], "catalyst_date": null, "first_seen": "2026-06-05", "last_analyzed": "2026-08-16T13:29:31+00:00" }, { "ticker": "ACN", "name": "Accenture PLC", "url": "https://frontierpicks.com/dossiers/ACN/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": "2026-08-31", "first_seen": "2026-07-28", "last_analyzed": "2026-08-20T06:09:06+00:00" }, { "ticker": "ADI", "name": "Analog Devices, Inc.", "url": "https://frontierpicks.com/dossiers/ADI/", "conviction": "LOW", "archetype": 3, "status": "DORMANT", "themes": [ "ai-chips-memory" ], "catalyst_date": "2026-08-19", "first_seen": "2026-04-23", "last_analyzed": "2026-08-17T06:09:03+00:00" }, { "ticker": "ADSK", "name": "Autodesk, Inc.", "url": "https://frontierpicks.com/dossiers/ADSK/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software", "housing-homebuilders-proptech" ], "catalyst_date": "2026-08-27", "first_seen": "2026-07-28", "last_analyzed": "2026-08-16T17:04:25+00:00" }, { "ticker": "ADTN", "name": "ADTRAN Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/ADTN/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "networking-optical", "cyclical-industrials" ], "catalyst_date": null, "first_seen": "2026-04-19", "last_analyzed": "2026-08-16T13:28:18+00:00" }, { "ticker": "AEIS", "name": "Advanced Energy Industries, Inc.", "url": "https://frontierpicks.com/dossiers/AEIS/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "industrial-power-grid" ], "catalyst_date": "2026-09-10", "first_seen": "2026-04-23", "last_analyzed": "2026-08-17T06:09:07+00:00" }, { "ticker": "AEM", "name": "Agnico Eagle Mines Ltd.", "url": "https://frontierpicks.com/dossiers/AEM/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "critical-materials-rare-earths" ], "catalyst_date": "2026-09-16", "first_seen": "2026-08-20", "last_analyzed": "2026-08-22T07:05:29+00:00" }, { "ticker": "AESI", "name": "Atlas Energy Solutions Inc.", "url": "https://frontierpicks.com/dossiers/AESI/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "industrial-power-grid", "oil-energy-geopolitical" ], "catalyst_date": null, "first_seen": "2026-05-07", "last_analyzed": "2026-08-16T13:33:30+00:00" }, { "ticker": "AFRM", "name": "Affirm Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/AFRM/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "fintech-consumer-credit", "consumer-discretionary-rotation" ], "catalyst_date": "2026-08-27", "first_seen": "2026-04-20", "last_analyzed": "2026-08-16T13:34:23+00:00" }, { "ticker": "AGX", "name": "Argan, Inc", "url": "https://frontierpicks.com/dossiers/AGX/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "industrial-power-grid" ], "catalyst_date": "2026-09-03", "first_seen": "2026-04-19", "last_analyzed": "2026-08-16T13:38:04+00:00" }, { "ticker": "AGYS", "name": "Agilysys, Inc.", "url": "https://frontierpicks.com/dossiers/AGYS/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": "2026-09-02", "first_seen": "2026-06-07", "last_analyzed": "2026-08-16T17:06:43+00:00" }, { "ticker": "AIP", "name": "Arteris, Inc.", "url": "https://frontierpicks.com/dossiers/AIP/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "ai-chips-memory" ], "catalyst_date": "2026-09-08", "first_seen": "2026-04-20", "last_analyzed": "2026-08-16T13:39:22+00:00" }, { "ticker": "AIRO", "name": "AIRO Group Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/AIRO/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "defense-aerospace", "small-cap-value-rotation" ], "catalyst_date": "2026-09-03", "first_seen": "2026-08-14", "last_analyzed": "2026-08-23T11:57:09+00:00" }, { "ticker": "AKBA", "name": "Akebia Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/AKBA/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-07-10", "last_analyzed": "2026-08-16T13:43:44+00:00" }, { "ticker": "ALGM", "name": "Allegro MicroSystems, Inc.", "url": "https://frontierpicks.com/dossiers/ALGM/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "semiconductors-analog", "ai-datacenter-infrastructure", "industrial-power-grid" ], "catalyst_date": null, "first_seen": "2026-05-03", "last_analyzed": "2026-08-16T13:48:20+00:00" }, { "ticker": "ALHC", "name": "Alignment Healthcare, Inc.", "url": "https://frontierpicks.com/dossiers/ALHC/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "managed-care-health-services", "oil-energy-geopolitical", "small-cap-value-rotation" ], "catalyst_date": null, "first_seen": "2026-06-26", "last_analyzed": "2026-08-16T17:08:31+00:00" }, { "ticker": "ALK", "name": "Alaska Air Group, Inc.", "url": "https://frontierpicks.com/dossiers/ALK/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "travel-leisure", "cyclical-industrials", "biofuels-low-carbon" ], "catalyst_date": "2026-09-10", "first_seen": "2026-06-17", "last_analyzed": "2026-08-23T12:00:07+00:00" }, { "ticker": "ALLE", "name": "Allegion Public Limited Company", "url": "https://frontierpicks.com/dossiers/ALLE/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "housing-homebuilders-proptech", "ai-datacenter-infrastructure" ], "catalyst_date": null, "first_seen": "2026-07-24", "last_analyzed": "2026-08-23T12:00:58+00:00" }, { "ticker": "ALMS", "name": "Alumis Inc.", "url": "https://frontierpicks.com/dossiers/ALMS/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "oncology-immunology", "precision-biotech-therapeutics", "binary-catalyst-biotech" ], "catalyst_date": "2026-09-15", "first_seen": "2026-07-07", "last_analyzed": "2026-08-16T13:46:54+00:00" }, { "ticker": "ALNT", "name": "Allient Inc.", "url": "https://frontierpicks.com/dossiers/ALNT/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "cyclical-industrials", "physical-ai-robotics", "critical-materials-rare-earths" ], "catalyst_date": "2026-08-19", "first_seen": "2026-08-07", "last_analyzed": "2026-08-16T17:07:09+00:00" }, { "ticker": "ALOT", "name": "AstroNova, Inc.", "url": "https://frontierpicks.com/dossiers/ALOT/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "semi-foundry-equipment" ], "catalyst_date": "2026-08-25", "first_seen": "2026-07-10", "last_analyzed": "2026-08-16T13:49:27+00:00" }, { "ticker": "ALTO", "name": "Alto Ingredients, Inc.", "url": "https://frontierpicks.com/dossiers/ALTO/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "biofuels-low-carbon", "cyclical-industrials", "small-cap-value-rotation" ], "catalyst_date": "2026-09-11", "first_seen": "2026-04-19", "last_analyzed": "2026-08-23T11:27:50+00:00" }, { "ticker": "AMAT", "name": "Applied Materials, Inc.", "url": "https://frontierpicks.com/dossiers/AMAT/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "semi-foundry-equipment", "ai-datacenter-infrastructure", "ai-chips-memory" ], "catalyst_date": "2026-09-08", "first_seen": "2026-06-16", "last_analyzed": "2026-08-23T12:00:22+00:00" }, { "ticker": "AMBQ", "name": "Ambiq Micro, Inc.", "url": "https://frontierpicks.com/dossiers/AMBQ/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "ai-chips-memory", "small-cap-value-rotation" ], "catalyst_date": null, "first_seen": "2026-05-12", "last_analyzed": "2026-08-16T13:52:39+00:00" }, { "ticker": "AMKR", "name": "Amkor Technology, Inc.", "url": "https://frontierpicks.com/dossiers/AMKR/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "semi-foundry-equipment", "ai-chips-memory" ], "catalyst_date": null, "first_seen": "2026-04-20", "last_analyzed": "2026-08-16T13:57:08+00:00" }, { "ticker": "AMLX", "name": "Amylyx Pharmaceuticals, Inc.", "url": "https://frontierpicks.com/dossiers/AMLX/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics" ], "catalyst_date": "2026-08-31", "first_seen": "2026-08-07", "last_analyzed": "2026-08-19T11:46:01+00:00" }, { "ticker": "AMN", "name": "AMN Healthcare Services", "url": "https://frontierpicks.com/dossiers/AMN/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "managed-care-health-services" ], "catalyst_date": null, "first_seen": "2026-05-10", "last_analyzed": "2026-08-16T13:56:19+00:00" }, { "ticker": "AMP", "name": "Ameriprise Financial, Inc.", "url": "https://frontierpicks.com/dossiers/AMP/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "ai-enterprise-software", "cyclical-industrials" ], "catalyst_date": null, "first_seen": "2026-07-29", "last_analyzed": "2026-08-16T16:45:37+00:00" }, { "ticker": "ANAB", "name": "AnaptysBio, Inc.", "url": "https://frontierpicks.com/dossiers/ANAB/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "precision-biotech-therapeutics", "oncology-immunology" ], "catalyst_date": "2026-08-21", "first_seen": "2026-04-28", "last_analyzed": "2026-08-16T14:01:54+00:00" }, { "ticker": "ANRO", "name": "Alto Neuroscience Inc.", "url": "https://frontierpicks.com/dossiers/ANRO/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-07-10", "last_analyzed": "2026-08-19T11:46:01+00:00" }, { "ticker": "AOSL", "name": "Alpha and Omega Semiconductor Limited", "url": "https://frontierpicks.com/dossiers/AOSL/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "ai-chips-memory" ], "catalyst_date": null, "first_seen": "2026-04-19", "last_analyzed": "2026-08-16T14:03:44+00:00" }, { "ticker": "APGE", "name": "Apogee Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/APGE/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "oncology-immunology", "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-04-20", "last_analyzed": "2026-08-16T14:04:26+00:00" }, { "ticker": "APPN", "name": "Appian Corporation", "url": "https://frontierpicks.com/dossiers/APPN/", "conviction": "LOW", "archetype": 3, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": null, "first_seen": "2026-08-09", "last_analyzed": "2026-08-24T06:11:45+00:00" }, { "ticker": "ARCT", "name": "Arcturus Therapeutics Holdings Inc.", "url": "https://frontierpicks.com/dossiers/ARCT/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "oncology-immunology" ], "catalyst_date": "2026-09-30", "first_seen": "2026-08-20", "last_analyzed": "2026-08-23T08:09:47+00:00" }, { "ticker": "AREC", "name": "American Resources Corporation", "url": "https://frontierpicks.com/dossiers/AREC/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "critical-materials-rare-earths" ], "catalyst_date": "2026-08-25", "first_seen": "2026-08-12", "last_analyzed": "2026-08-24T06:11:47+00:00" }, { "ticker": "ARHS", "name": "Arhaus, Inc.", "url": "https://frontierpicks.com/dossiers/ARHS/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "freight-logistics", "cyclical-industrials" ], "catalyst_date": null, "first_seen": "2026-08-19", "last_analyzed": "2026-08-22T07:04:13+00:00" }, { "ticker": "ARX", "name": "Accelerant Holdings", "url": "https://frontierpicks.com/dossiers/ARX/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "managed-care-health-services" ], "catalyst_date": "2026-09-22", "first_seen": "2026-08-14", "last_analyzed": "2026-08-23T12:04:03+00:00" }, { "ticker": "ASST", "name": "Strive, Inc.", "url": "https://frontierpicks.com/dossiers/ASST/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "crypto-exchanges-financials" ], "catalyst_date": "2026-08-17", "first_seen": "2026-04-20", "last_analyzed": "2026-08-16T14:06:03+00:00" }, { "ticker": "ASX", "name": "ASE Technology Holding Co., Ltd.", "url": "https://frontierpicks.com/dossiers/ASX/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "semi-foundry-equipment", "ai-datacenter-infrastructure", "ai-chips-memory" ], "catalyst_date": "2026-09-10", "first_seen": "2026-05-01", "last_analyzed": "2026-08-16T14:07:13+00:00" }, { "ticker": "ATAI", "name": "AtaiBeckley Inc.", "url": "https://frontierpicks.com/dossiers/ATAI/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "semi-foundry-equipment", "m-and-a-special-situations" ], "catalyst_date": "2026-09-08", "first_seen": "2026-04-22", "last_analyzed": "2026-08-16T14:06:50+00:00" }, { "ticker": "ATEN", "name": "A10 Networks Inc", "url": "https://frontierpicks.com/dossiers/ATEN/", "conviction": "LOW", "archetype": 3, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "networking-optical" ], "catalyst_date": null, "first_seen": "2026-04-19", "last_analyzed": "2026-08-16T14:11:50+00:00" }, { "ticker": "ATHM", "name": "Autohome Inc.", "url": "https://frontierpicks.com/dossiers/ATHM/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "emerging-markets", "semi-foundry-equipment", "managed-care-health-services" ], "catalyst_date": "2026-08-20", "first_seen": "2026-07-29", "last_analyzed": "2026-08-16T16:48:04+00:00" }, { "ticker": "ATKR", "name": "Atkore Inc.", "url": "https://frontierpicks.com/dossiers/ATKR/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "industrial-power-grid" ], "catalyst_date": null, "first_seen": "2026-04-23", "last_analyzed": "2026-08-17T06:09:07+00:00" }, { "ticker": "AUGO", "name": "Aura Minerals Inc.", "url": "https://frontierpicks.com/dossiers/AUGO/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "critical-materials-rare-earths" ], "catalyst_date": null, "first_seen": "2026-04-19", "last_analyzed": "2026-08-19T11:46:02+00:00" }, { "ticker": "AVLN", "name": "Avalyn Pharma Inc.", "url": "https://frontierpicks.com/dossiers/AVLN/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics" ], "catalyst_date": "2026-09-05", "first_seen": "2026-08-16", "last_analyzed": "2026-08-16T11:19:55+00:00" }, { "ticker": "AVNS", "name": "Avanos Medical, Inc.", "url": "https://frontierpicks.com/dossiers/AVNS/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "medtech-diagnostics" ], "catalyst_date": null, "first_seen": "2026-04-19", "last_analyzed": "2026-08-16T14:14:21+00:00" }, { "ticker": "AVR", "name": "Anteris Technologies Global Corp.", "url": "https://frontierpicks.com/dossiers/AVR/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "medtech-diagnostics" ], "catalyst_date": null, "first_seen": "2026-05-24", "last_analyzed": "2026-08-16T14:19:03+00:00" }, { "ticker": "AVTR", "name": "Avantor, Inc.", "url": "https://frontierpicks.com/dossiers/AVTR/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "medtech-diagnostics", "precision-biotech-therapeutics", "consumer-discretionary-rotation" ], "catalyst_date": null, "first_seen": "2026-07-30", "last_analyzed": "2026-08-16T17:11:15+00:00" }, { "ticker": "AVTX", "name": "Avalo Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/AVTX/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-07-10", "last_analyzed": "2026-08-16T14:18:47+00:00" }, { "ticker": "AVXL", "name": "Anavex Life Sciences Corp.", "url": "https://frontierpicks.com/dossiers/AVXL/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "binary-catalyst-biotech", "crypto-exchanges-financials", "oncology-immunology" ], "catalyst_date": "2026-09-24", "first_seen": "2026-08-12", "last_analyzed": "2026-08-23T12:10:04+00:00" }, { "ticker": "AZTA", "name": "Azenta, Inc.", "url": "https://frontierpicks.com/dossiers/AZTA/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "medtech-diagnostics", "m-and-a-special-situations" ], "catalyst_date": null, "first_seen": "2026-06-11", "last_analyzed": "2026-08-23T11:32:05+00:00" }, { "ticker": "AZZ", "name": "AZZ Inc.", "url": "https://frontierpicks.com/dossiers/AZZ/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "industrial-power-grid" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-23", "last_analyzed": "2026-08-24T06:11:50+00:00" }, { "ticker": "BAK", "name": "Braskem S.A.", "url": "https://frontierpicks.com/dossiers/BAK/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "biofuels-low-carbon", "emerging-markets", "m-and-a-special-situations" ], "catalyst_date": "2026-08-24", "first_seen": "2026-05-20", "last_analyzed": "2026-08-16T14:20:02+00:00" }, { "ticker": "BAND", "name": "Bandwidth Inc.", "url": "https://frontierpicks.com/dossiers/BAND/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "gpu-cloud-neoclouds", "ai-datacenter-infrastructure", "small-cap-value-rotation" ], "catalyst_date": "2026-09-15", "first_seen": "2026-04-19", "last_analyzed": "2026-08-16T14:24:41+00:00" }, { "ticker": "BB", "name": "BlackBerry Limited", "url": "https://frontierpicks.com/dossiers/BB/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "ai-enterprise-software", "cybersecurity", "cyclical-industrials" ], "catalyst_date": null, "first_seen": "2026-04-20", "last_analyzed": "2026-08-16T14:23:42+00:00" }, { "ticker": "BBBY", "name": "Bed Bath & Beyond, Inc.", "url": "https://frontierpicks.com/dossiers/BBBY/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "cyclical-industrials", "consumer-discretionary-rotation", "crypto-exchanges-financials", "squeeze-momentum-setups" ], "catalyst_date": null, "first_seen": "2026-06-16", "last_analyzed": "2026-08-23T12:13:38+00:00" }, { "ticker": "BBWI", "name": "Bath & Body Works, Inc.", "url": "https://frontierpicks.com/dossiers/BBWI/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "small-cap-value-rotation" ], "catalyst_date": "2026-08-26", "first_seen": "2026-06-18", "last_analyzed": "2026-08-23T12:14:42+00:00" }, { "ticker": "BBY", "name": "Best Buy Company, Inc.", "url": "https://frontierpicks.com/dossiers/BBY/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "ai-datacenter-infrastructure", "cyclical-industrials" ], "catalyst_date": "2026-08-27", "first_seen": "2026-06-14", "last_analyzed": "2026-08-23T12:15:49+00:00" }, { "ticker": "BCAX", "name": "Bicara Therapeutics Inc.", "url": "https://frontierpicks.com/dossiers/BCAX/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "oncology-immunology", "binary-catalyst-biotech" ], "catalyst_date": null, "first_seen": "2026-06-30", "last_analyzed": "2026-08-23T12:17:03+00:00" }, { "ticker": "BHC", "name": "Bausch Health Companies Inc", "url": "https://frontierpicks.com/dossiers/BHC/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "binary-catalyst-biotech" ], "catalyst_date": null, "first_seen": "2026-08-19", "last_analyzed": "2026-08-22T07:08:23+00:00" }, { "ticker": "BHVN", "name": "Biohaven Ltd.", "url": "https://frontierpicks.com/dossiers/BHVN/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "binary-catalyst-biotech", "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-06-16", "last_analyzed": "2026-08-23T12:18:53+00:00" }, { "ticker": "BIDU", "name": "Baidu, Inc. ADS", "url": "https://frontierpicks.com/dossiers/BIDU/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "megacap-ai-platforms" ], "catalyst_date": null, "first_seen": "2026-04-24", "last_analyzed": "2026-08-25T06:08:14+00:00" }, { "ticker": "BIOA", "name": "BioAge Labs, Inc.", "url": "https://frontierpicks.com/dossiers/BIOA/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "oncology-immunology" ], "catalyst_date": "2026-08-29", "first_seen": "2026-06-23", "last_analyzed": "2026-08-23T11:22:47+00:00" }, { "ticker": "BIRK", "name": "Birkenstock Holding plc", "url": "https://frontierpicks.com/dossiers/BIRK/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "oil-energy-geopolitical", "cyclical-industrials" ], "catalyst_date": null, "first_seen": "2026-06-14", "last_analyzed": "2026-08-23T12:20:17+00:00" }, { "ticker": "BJRI", "name": "BJ's Restaurants, Inc.", "url": "https://frontierpicks.com/dossiers/BJRI/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "freight-logistics" ], "catalyst_date": null, "first_seen": "2026-07-12", "last_analyzed": "2026-08-16T17:16:29+00:00" }, { "ticker": "BKNG", "name": "Booking Holdings Inc.", "url": "https://frontierpicks.com/dossiers/BKNG/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "travel-leisure", "ai-enterprise-software" ], "catalyst_date": "2026-09-11", "first_seen": "2026-08-07", "last_analyzed": "2026-08-16T17:16:40+00:00" }, { "ticker": "BKSY", "name": "BlackSky Technology Inc.", "url": "https://frontierpicks.com/dossiers/BKSY/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "space-economy" ], "catalyst_date": null, "first_seen": "2026-08-16", "last_analyzed": "2026-08-17T06:09:04+00:00" }, { "ticker": "BLDP", "name": "Ballard Power Systems, Inc.", "url": "https://frontierpicks.com/dossiers/BLDP/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "solar-clean-energy", "industrial-power-grid" ], "catalyst_date": null, "first_seen": "2026-05-07", "last_analyzed": "2026-08-16T14:32:15+00:00" }, { "ticker": "BLKB", "name": "Blackbaud, Inc.", "url": "https://frontierpicks.com/dossiers/BLKB/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": null, "first_seen": "2026-07-28", "last_analyzed": "2026-08-23T11:36:01+00:00" }, { "ticker": "BLMN", "name": "Bloomin' Brands, Inc.", "url": "https://frontierpicks.com/dossiers/BLMN/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation" ], "catalyst_date": null, "first_seen": "2026-08-07", "last_analyzed": "2026-08-16T17:18:44+00:00" }, { "ticker": "BMA", "name": "Banco Macro S.A.", "url": "https://frontierpicks.com/dossiers/BMA/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "emerging-markets", "biofuels-low-carbon" ], "catalyst_date": "2026-09-11", "first_seen": "2026-06-14", "last_analyzed": "2026-08-23T12:21:58+00:00" }, { "ticker": "BMNR", "name": "BitMine Immersion Technologies, Inc.", "url": "https://frontierpicks.com/dossiers/BMNR/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "crypto-exchanges-financials" ], "catalyst_date": "2026-08-17", "first_seen": "2026-07-28", "last_analyzed": "2026-08-16T17:19:55+00:00" }, { "ticker": "BOLD", "name": "Boundless Bio, Inc.", "url": "https://frontierpicks.com/dossiers/BOLD/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "rare-disease-gene-therapy", "oncology-immunology", "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-06-26", "last_analyzed": "2026-08-16T17:21:08+00:00" }, { "ticker": "BRBR", "name": "BellRing Brands, Inc.", "url": "https://frontierpicks.com/dossiers/BRBR/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "fintech-consumer-credit", "consumer-discretionary-rotation" ], "catalyst_date": null, "first_seen": "2026-06-26", "last_analyzed": "2026-08-16T17:23:58+00:00" }, { "ticker": "BRKR", "name": "Bruker Corporation", "url": "https://frontierpicks.com/dossiers/BRKR/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "medtech-diagnostics", "ai-chips-memory", "physical-ai-robotics" ], "catalyst_date": null, "first_seen": "2026-06-05", "last_analyzed": "2026-08-16T14:35:17+00:00" }, { "ticker": "BROS", "name": "Dutch Bros Inc.", "url": "https://frontierpicks.com/dossiers/BROS/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation" ], "catalyst_date": null, "first_seen": "2026-06-12", "last_analyzed": "2026-08-22T10:29:36+00:00" }, { "ticker": "BSIN", "name": "Big Sky Industrial Inc.", "url": "https://frontierpicks.com/dossiers/BSIN/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "oil-energy-geopolitical", "industrial-power-grid", "critical-materials-rare-earths", "biofuels-low-carbon" ], "catalyst_date": null, "first_seen": "2026-07-20", "last_analyzed": "2026-08-23T12:24:27+00:00" }, { "ticker": "BTBT", "name": "Bit Digital, Inc.", "url": "https://frontierpicks.com/dossiers/BTBT/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "gpu-cloud-neoclouds", "ai-datacenter-infrastructure", "crypto-exchanges-financials" ], "catalyst_date": "2026-08-31", "first_seen": "2026-05-12", "last_analyzed": "2026-08-16T14:36:58+00:00" }, { "ticker": "BTDR", "name": "Bitdeer Technologies Group", "url": "https://frontierpicks.com/dossiers/BTDR/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "bitcoin-miners", "ai-datacenter-infrastructure", "gpu-cloud-neoclouds", "industrial-power-grid" ], "catalyst_date": "2026-08-19", "first_seen": "2026-04-20", "last_analyzed": "2026-08-16T17:25:03+00:00" }, { "ticker": "BTE", "name": "Baytex Energy Corp.", "url": "https://frontierpicks.com/dossiers/BTE/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "oil-energy-geopolitical" ], "catalyst_date": "2026-09-15", "first_seen": "2026-05-19", "last_analyzed": "2026-08-16T14:36:08+00:00" }, { "ticker": "BTGO", "name": "BitGo Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/BTGO/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "crypto-exchanges-financials", "m-and-a-special-situations" ], "catalyst_date": "2026-09-15", "first_seen": "2026-05-10", "last_analyzed": "2026-08-16T14:38:15+00:00" }, { "ticker": "BWIN", "name": "The Baldwin Insurance Group, Inc.", "url": "https://frontierpicks.com/dossiers/BWIN/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "semi-foundry-equipment", "ai-enterprise-software" ], "catalyst_date": null, "first_seen": "2026-06-30", "last_analyzed": "2026-08-23T12:23:45+00:00" }, { "ticker": "BWMN", "name": "Bowman Consulting Group Ltd.", "url": "https://frontierpicks.com/dossiers/BWMN/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "ai-datacenter-infrastructure", "industrial-power-grid", "housing-homebuilders-proptech" ], "catalyst_date": "2026-09-13", "first_seen": "2026-08-11", "last_analyzed": "2026-08-23T12:25:05+00:00" }, { "ticker": "BXC", "name": "BlueLinx Holdings Inc.", "url": "https://frontierpicks.com/dossiers/BXC/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "housing-homebuilders-proptech" ], "catalyst_date": "2026-09-16", "first_seen": "2026-08-07", "last_analyzed": "2026-08-22T07:32:18+00:00" }, { "ticker": "CAI", "name": "Caris Life Sciences, Inc.", "url": "https://frontierpicks.com/dossiers/CAI/", "conviction": "LOW", "archetype": 3, "status": "DORMANT", "themes": [ "medtech-diagnostics" ], "catalyst_date": null, "first_seen": "2026-08-21", "last_analyzed": "2026-08-23T08:09:47+00:00" }, { "ticker": "CAKE", "name": "Cheesecake Factory Incorporated (The)", "url": "https://frontierpicks.com/dossiers/CAKE/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation" ], "catalyst_date": "2026-09-07", "first_seen": "2026-06-14", "last_analyzed": "2026-08-23T12:27:21+00:00" }, { "ticker": "CARG", "name": "CarGurus, Inc.", "url": "https://frontierpicks.com/dossiers/CARG/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "managed-care-health-services", "consumer-discretionary-rotation" ], "catalyst_date": "2026-09-08", "first_seen": "2026-07-16", "last_analyzed": "2026-08-22T10:32:03+00:00" }, { "ticker": "CBLL", "name": "CeriBell, Inc.", "url": "https://frontierpicks.com/dossiers/CBLL/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "medtech-diagnostics", "managed-care-health-services", "binary-catalyst-biotech", "ai-datacenter-infrastructure" ], "catalyst_date": null, "first_seen": "2026-08-21", "last_analyzed": "2026-08-22T07:10:59+00:00" }, { "ticker": "CBRL", "name": "Cracker Barrel Old Country Store, Inc", "url": "https://frontierpicks.com/dossiers/CBRL/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "managed-care-health-services" ], "catalyst_date": "2026-09-22", "first_seen": "2026-06-10", "last_analyzed": "2026-08-22T10:35:00+00:00" }, { "ticker": "CBZ", "name": "CBIZ, Inc.", "url": "https://frontierpicks.com/dossiers/CBZ/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "semi-foundry-equipment" ], "catalyst_date": "2026-08-27", "first_seen": "2026-07-23", "last_analyzed": "2026-08-23T12:28:34+00:00" }, { "ticker": "CCRN", "name": "Cross Country Healthcare, Inc.", "url": "https://frontierpicks.com/dossiers/CCRN/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "managed-care-health-services" ], "catalyst_date": null, "first_seen": "2026-05-19", "last_analyzed": "2026-08-16T14:42:23+00:00" }, { "ticker": "CCXI", "name": "Churchill Capital Corp XI", "url": "https://frontierpicks.com/dossiers/CCXI/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "physical-ai-robotics" ], "catalyst_date": null, "first_seen": "2026-07-01", "last_analyzed": "2026-08-23T12:29:32+00:00" }, { "ticker": "CDNL", "name": "Cardinal Infrastructure Group Inc.", "url": "https://frontierpicks.com/dossiers/CDNL/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "cyclical-industrials", "housing-homebuilders-proptech" ], "catalyst_date": null, "first_seen": "2026-04-20", "last_analyzed": "2026-08-16T14:45:40+00:00" }, { "ticker": "CDW", "name": "CDW Corporation", "url": "https://frontierpicks.com/dossiers/CDW/", "conviction": "LOW", "archetype": 3, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "ai-enterprise-software" ], "catalyst_date": "2026-08-25", "first_seen": "2026-06-10", "last_analyzed": "2026-08-23T11:35:37+00:00" }, { "ticker": "CECO", "name": "CECO Environmental Corp.", "url": "https://frontierpicks.com/dossiers/CECO/", "conviction": "LOW", "archetype": 3, "status": "DORMANT", "themes": [ "industrial-power-grid", "ai-datacenter-infrastructure" ], "catalyst_date": null, "first_seen": "2026-05-28", "last_analyzed": "2026-08-16T14:46:24+00:00" }, { "ticker": "CERS", "name": "Cerus Corporation", "url": "https://frontierpicks.com/dossiers/CERS/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "small-cap-value-rotation" ], "catalyst_date": null, "first_seen": "2026-05-20", "last_analyzed": "2026-08-16T14:47:51+00:00" }, { "ticker": "CEVA", "name": "CEVA, Inc.", "url": "https://frontierpicks.com/dossiers/CEVA/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "ai-chips-memory", "physical-ai-robotics" ], "catalyst_date": null, "first_seen": "2026-04-26", "last_analyzed": "2026-08-16T14:50:51+00:00" }, { "ticker": "CGC", "name": "Canopy Growth Corporation", "url": "https://frontierpicks.com/dossiers/CGC/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "cannabis-reclassification", "crypto-exchanges-financials" ], "catalyst_date": "2026-08-17", "first_seen": "2026-04-23", "last_analyzed": "2026-08-16T14:49:16+00:00" }, { "ticker": "CHYM", "name": "Chime Financial, Inc.", "url": "https://frontierpicks.com/dossiers/CHYM/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "fintech-consumer-credit" ], "catalyst_date": null, "first_seen": "2026-07-21", "last_analyzed": "2026-08-23T12:32:23+00:00" }, { "ticker": "CIEN", "name": "Ciena Corporation", "url": "https://frontierpicks.com/dossiers/CIEN/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "networking-optical" ], "catalyst_date": "2026-09-03", "first_seen": "2026-04-19", "last_analyzed": "2026-08-24T06:11:49+00:00" }, { "ticker": "CLFD", "name": "Clearfield, Inc.", "url": "https://frontierpicks.com/dossiers/CLFD/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "networking-optical", "ai-datacenter-infrastructure" ], "catalyst_date": null, "first_seen": "2026-05-13", "last_analyzed": "2026-08-16T14:55:29+00:00" }, { "ticker": "CLMT", "name": "Calumet, Inc.", "url": "https://frontierpicks.com/dossiers/CLMT/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "oil-energy-geopolitical", "solar-clean-energy", "biofuels-low-carbon" ], "catalyst_date": null, "first_seen": "2026-07-21", "last_analyzed": "2026-08-23T12:32:52+00:00" }, { "ticker": "CLPT", "name": "ClearPoint Neuro, Inc.", "url": "https://frontierpicks.com/dossiers/CLPT/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "medtech-diagnostics", "rare-disease-gene-therapy", "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-06-17", "last_analyzed": "2026-08-23T12:36:52+00:00" }, { "ticker": "CLS", "name": "Celestica, Inc.", "url": "https://frontierpicks.com/dossiers/CLS/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "cyclical-industrials", "megacap-ai-platforms" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-20", "last_analyzed": "2026-08-16T14:58:37+00:00" }, { "ticker": "CLYM", "name": "Climb Bio, Inc.", "url": "https://frontierpicks.com/dossiers/CLYM/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics" ], "catalyst_date": "2026-09-03", "first_seen": "2026-08-16", "last_analyzed": "2026-08-17T06:09:02+00:00" }, { "ticker": "CMBT", "name": "CMB.TECH NV", "url": "https://frontierpicks.com/dossiers/CMBT/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "oil-energy-geopolitical", "freight-logistics", "m-and-a-special-situations" ], "catalyst_date": "2026-08-27", "first_seen": "2026-05-21", "last_analyzed": "2026-08-16T15:03:29+00:00" }, { "ticker": "CNMD", "name": "CONMED Corporation", "url": "https://frontierpicks.com/dossiers/CNMD/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "medtech-diagnostics", "m-and-a-special-situations" ], "catalyst_date": null, "first_seen": "2026-07-17", "last_analyzed": "2026-08-23T11:36:48+00:00" }, { "ticker": "CNTA", "name": "Centessa Pharmaceuticals plc", "url": "https://frontierpicks.com/dossiers/CNTA/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-04-19", "last_analyzed": "2026-08-23T11:38:38+00:00" }, { "ticker": "COCO", "name": "The Vita Coco Company, Inc.", "url": "https://frontierpicks.com/dossiers/COCO/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "cyclical-industrials" ], "catalyst_date": null, "first_seen": "2026-05-15", "last_analyzed": "2026-08-22T07:39:52+00:00" }, { "ticker": "COMP", "name": "Compass, Inc.", "url": "https://frontierpicks.com/dossiers/COMP/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "housing-homebuilders-proptech", "cyclical-industrials" ], "catalyst_date": "2026-09-10", "first_seen": "2026-06-28", "last_analyzed": "2026-08-22T10:38:41+00:00" }, { "ticker": "CORT", "name": "Corcept Therapeutics Incorporated", "url": "https://frontierpicks.com/dossiers/CORT/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "oncology-immunology", "binary-catalyst-biotech", "precision-biotech-therapeutics" ], "catalyst_date": "2026-12-17", "first_seen": "2026-04-20", "last_analyzed": "2026-08-22T07:43:23+00:00" }, { "ticker": "COTY", "name": "COTY INC", "url": "https://frontierpicks.com/dossiers/COTY/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation" ], "catalyst_date": "2026-09-01", "first_seen": "2026-07-21", "last_analyzed": "2026-08-23T12:36:09+00:00" }, { "ticker": "CPIX", "name": "Cumberland Pharmaceuticals Inc.", "url": "https://frontierpicks.com/dossiers/CPIX/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "precision-biotech-therapeutics", "rare-disease-gene-therapy" ], "catalyst_date": null, "first_seen": "2026-05-14", "last_analyzed": "2026-08-22T07:43:55+00:00" }, { "ticker": "CRCT", "name": "Cricut, Inc.", "url": "https://frontierpicks.com/dossiers/CRCT/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "bitcoin-miners", "cyclical-industrials" ], "catalyst_date": null, "first_seen": "2026-08-07", "last_analyzed": "2026-08-22T07:46:35+00:00" }, { "ticker": "CRL", "name": "Charles River Laboratories International, Inc.", "url": "https://frontierpicks.com/dossiers/CRL/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "medtech-diagnostics", "precision-biotech-therapeutics" ], "catalyst_date": "2026-09-24", "first_seen": "2026-07-24", "last_analyzed": "2026-08-23T12:41:21+00:00" }, { "ticker": "CRNX", "name": "Crinetics Pharmaceuticals, Inc.", "url": "https://frontierpicks.com/dossiers/CRNX/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "rare-disease-gene-therapy", "precision-biotech-therapeutics" ], "catalyst_date": "2026-08-28", "first_seen": "2026-07-10", "last_analyzed": "2026-08-16T15:01:39+00:00" }, { "ticker": "CROX", "name": "Crocs, Inc.", "url": "https://frontierpicks.com/dossiers/CROX/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "cyclical-industrials" ], "catalyst_date": "2026-09-16", "first_seen": "2026-06-16", "last_analyzed": "2026-08-23T12:40:50+00:00" }, { "ticker": "CRS", "name": "Carpenter Technology Corp", "url": "https://frontierpicks.com/dossiers/CRS/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "critical-materials-rare-earths" ], "catalyst_date": null, "first_seen": "2026-04-23", "last_analyzed": "2026-08-17T06:09:03+00:00" }, { "ticker": "CRSR", "name": "Corsair Gaming, Inc.", "url": "https://frontierpicks.com/dossiers/CRSR/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "ai-chips-memory", "prediction-markets-betting" ], "catalyst_date": "2026-08-25", "first_seen": "2026-08-09", "last_analyzed": "2026-08-22T10:42:17+00:00" }, { "ticker": "CRTO", "name": "Criteo S.A.", "url": "https://frontierpicks.com/dossiers/CRTO/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "ai-enterprise-software" ], "catalyst_date": null, "first_seen": "2026-07-12", "last_analyzed": "2026-08-22T07:50:24+00:00" }, { "ticker": "CRVS", "name": "Corvus Pharmaceuticals, Inc.", "url": "https://frontierpicks.com/dossiers/CRVS/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "oncology-immunology", "binary-catalyst-biotech", "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-04-19", "last_analyzed": "2026-08-22T07:51:15+00:00" }, { "ticker": "CRWD", "name": "CrowdStrike Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/CRWD/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "cybersecurity", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-08-26", "first_seen": "2026-05-15", "last_analyzed": "2026-08-22T07:53:26+00:00" }, { "ticker": "CSCO", "name": "Cisco Systems, Inc.", "url": "https://frontierpicks.com/dossiers/CSCO/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software", "networking-optical", "ai-datacenter-infrastructure", "cyclical-industrials" ], "catalyst_date": "2026-09-10", "first_seen": "2026-05-26", "last_analyzed": "2026-08-22T07:54:09+00:00" }, { "ticker": "CSIQ", "name": "Canadian Solar Inc.", "url": "https://frontierpicks.com/dossiers/CSIQ/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "solar-clean-energy", "cyclical-industrials" ], "catalyst_date": "2026-08-27", "first_seen": "2026-05-13", "last_analyzed": "2026-08-22T07:54:25+00:00" }, { "ticker": "CTRN", "name": "Citi Trends, Inc.", "url": "https://frontierpicks.com/dossiers/CTRN/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "biofuels-low-carbon", "small-cap-value-rotation" ], "catalyst_date": "2026-08-25", "first_seen": "2026-06-17", "last_analyzed": "2026-08-23T12:44:18+00:00" }, { "ticker": "CTSH", "name": "Cognizant Technology Solutions Corporation", "url": "https://frontierpicks.com/dossiers/CTSH/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software", "ai-datacenter-infrastructure", "cyclical-industrials" ], "catalyst_date": null, "first_seen": "2026-07-30", "last_analyzed": "2026-08-22T07:59:07+00:00" }, { "ticker": "CVLG", "name": "Covenant Logistics Group, Inc.", "url": "https://frontierpicks.com/dossiers/CVLG/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "freight-logistics", "managed-care-health-services" ], "catalyst_date": "2026-09-04", "first_seen": "2026-06-09", "last_analyzed": "2026-08-22T10:41:51+00:00" }, { "ticker": "CXT", "name": "Crane NXT, Co.", "url": "https://frontierpicks.com/dossiers/CXT/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "cyclical-industrials", "cybersecurity" ], "catalyst_date": "2026-08-31", "first_seen": "2026-07-05", "last_analyzed": "2026-08-23T12:43:59+00:00" }, { "ticker": "DDD", "name": "3D Systems Corporation", "url": "https://frontierpicks.com/dossiers/DDD/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "defense-aerospace", "critical-materials-rare-earths", "cyclical-industrials" ], "catalyst_date": null, "first_seen": "2026-05-13", "last_analyzed": "2026-08-22T08:00:54+00:00" }, { "ticker": "DDOG", "name": "Datadog, Inc.", "url": "https://frontierpicks.com/dossiers/DDOG/", "conviction": "LOW", "archetype": 3, "status": "DORMANT", "themes": [ "ai-enterprise-software", "gpu-cloud-neoclouds", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-09-08", "first_seen": "2026-05-10", "last_analyzed": "2026-08-22T08:03:01+00:00" }, { "ticker": "DFTX", "name": "Definium Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/DFTX/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "binary-catalyst-biotech", "precision-biotech-therapeutics" ], "catalyst_date": "2026-09-30", "first_seen": "2026-06-23", "last_analyzed": "2026-08-22T08:04:59+00:00" }, { "ticker": "DIOD", "name": "Diodes Incorporated", "url": "https://frontierpicks.com/dossiers/DIOD/", "conviction": "LOW", "archetype": 3, "status": "DORMANT", "themes": [ "semiconductors-analog", "ai-datacenter-infrastructure", "industrial-power-grid", "semi-foundry-equipment" ], "catalyst_date": null, "first_seen": "2026-04-19", "last_analyzed": "2026-08-22T08:06:19+00:00" }, { "ticker": "DJT", "name": "Trump Media & Technology Group Corp.", "url": "https://frontierpicks.com/dossiers/DJT/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "cyclical-industrials", "ai-datacenter-infrastructure", "crypto-exchanges-financials", "ai-enterprise-software" ], "catalyst_date": null, "first_seen": "2026-07-28", "last_analyzed": "2026-08-22T08:06:54+00:00" }, { "ticker": "DLTR", "name": "Dollar Tree Inc.", "url": "https://frontierpicks.com/dossiers/DLTR/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "m-and-a-special-situations" ], "catalyst_date": "2026-08-27", "first_seen": "2026-06-14", "last_analyzed": "2026-08-23T12:47:08+00:00" }, { "ticker": "DNUT", "name": "Krispy Kreme, Inc.", "url": "https://frontierpicks.com/dossiers/DNUT/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "m-and-a-special-situations", "squeeze-momentum-setups" ], "catalyst_date": "2026-09-13", "first_seen": "2026-06-14", "last_analyzed": "2026-08-23T12:48:30+00:00" }, { "ticker": "DOCN", "name": "DigitalOcean Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/DOCN/", "conviction": "LOW", "archetype": 3, "status": "DORMANT", "themes": [ "gpu-cloud-neoclouds", "ai-datacenter-infrastructure", "ai-enterprise-software", "ai-chips-memory" ], "catalyst_date": null, "first_seen": "2026-05-26", "last_analyzed": "2026-08-22T08:10:41+00:00" }, { "ticker": "DOCU", "name": "DocuSign, Inc.", "url": "https://frontierpicks.com/dossiers/DOCU/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": "2026-09-03", "first_seen": "2026-07-30", "last_analyzed": "2026-08-22T08:09:34+00:00" }, { "ticker": "DRD", "name": "DRDGOLD Ltd.", "url": "https://frontierpicks.com/dossiers/DRD/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "critical-materials-rare-earths" ], "catalyst_date": "2026-09-08", "first_seen": "2026-08-23", "last_analyzed": "2026-08-24T06:11:47+00:00" }, { "ticker": "DSGN", "name": "Design Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/DSGN/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "rare-disease-gene-therapy" ], "catalyst_date": null, "first_seen": "2026-04-30", "last_analyzed": "2026-08-22T08:13:48+00:00" }, { "ticker": "DUOT", "name": "Duos Technologies Group, Inc.", "url": "https://frontierpicks.com/dossiers/DUOT/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "gpu-cloud-neoclouds" ], "catalyst_date": "2026-08-31", "first_seen": "2026-05-27", "last_analyzed": "2026-08-22T08:16:06+00:00" }, { "ticker": "DVA", "name": "DaVita Inc.", "url": "https://frontierpicks.com/dossiers/DVA/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "managed-care-health-services" ], "catalyst_date": null, "first_seen": "2026-05-19", "last_analyzed": "2026-08-22T08:17:30+00:00" }, { "ticker": "DXC", "name": "DXC Technology Company", "url": "https://frontierpicks.com/dossiers/DXC/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "cyclical-industrials", "ai-enterprise-software", "small-cap-value-rotation" ], "catalyst_date": null, "first_seen": "2026-07-30", "last_analyzed": "2026-08-22T08:17:15+00:00" }, { "ticker": "DXCM", "name": "DexCom, Inc.", "url": "https://frontierpicks.com/dossiers/DXCM/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "medtech-diagnostics", "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-06-09", "last_analyzed": "2026-08-22T10:46:42+00:00" }, { "ticker": "DXYZ", "name": "Destiny Tech100 Inc.", "url": "https://frontierpicks.com/dossiers/DXYZ/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "space-economy" ], "catalyst_date": "2026-08-29", "first_seen": "2026-05-08", "last_analyzed": "2026-08-22T08:20:43+00:00" }, { "ticker": "EDRY", "name": "EuroDry Ltd.", "url": "https://frontierpicks.com/dossiers/EDRY/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "small-cap-value-rotation", "freight-logistics" ], "catalyst_date": null, "first_seen": "2026-08-12", "last_analyzed": "2026-08-23T12:52:06+00:00" }, { "ticker": "EFOR", "name": "Everforth, Inc.", "url": "https://frontierpicks.com/dossiers/EFOR/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "defense-aerospace", "managed-care-health-services", "ai-enterprise-software" ], "catalyst_date": "2026-09-04", "first_seen": "2026-07-31", "last_analyzed": "2026-08-22T08:22:05+00:00" }, { "ticker": "ELVR", "name": "Elevra Lithium Limited", "url": "https://frontierpicks.com/dossiers/ELVR/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "critical-materials-rare-earths", "freight-logistics", "cyclical-industrials" ], "catalyst_date": "2026-08-28", "first_seen": "2026-04-22", "last_analyzed": "2026-08-22T08:24:57+00:00" }, { "ticker": "EMBC", "name": "Embecta Corp.", "url": "https://frontierpicks.com/dossiers/EMBC/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "medtech-diagnostics" ], "catalyst_date": null, "first_seen": "2026-08-09", "last_analyzed": "2026-08-24T06:11:46+00:00" }, { "ticker": "ENOV", "name": "Enovis Corporation", "url": "https://frontierpicks.com/dossiers/ENOV/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "medtech-diagnostics", "cyclical-industrials" ], "catalyst_date": null, "first_seen": "2026-07-17", "last_analyzed": "2026-08-22T10:47:39+00:00" }, { "ticker": "ENPH", "name": "Enphase Energy, Inc.", "url": "https://frontierpicks.com/dossiers/ENPH/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "solar-clean-energy", "industrial-power-grid", "ai-datacenter-infrastructure", "ai-chips-memory" ], "catalyst_date": null, "first_seen": "2026-05-15", "last_analyzed": "2026-08-22T08:25:52+00:00" }, { "ticker": "EPAM", "name": "EPAM SYSTEMS, INC.", "url": "https://frontierpicks.com/dossiers/EPAM/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "cyclical-industrials", "managed-care-health-services", "ai-datacenter-infrastructure" ], "catalyst_date": null, "first_seen": "2026-07-30", "last_analyzed": "2026-08-23T11:40:50+00:00" }, { "ticker": "EPC", "name": "Edgewell Personal Care Company", "url": "https://frontierpicks.com/dossiers/EPC/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "consumer-discretionary-rotation" ], "catalyst_date": "2026-09-09", "first_seen": "2026-06-18", "last_analyzed": "2026-08-23T12:54:03+00:00" }, { "ticker": "EQNR", "name": "Equinor ASA", "url": "https://frontierpicks.com/dossiers/EQNR/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "oil-energy-geopolitical", "cybersecurity", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-08-27", "first_seen": "2026-07-24", "last_analyzed": "2026-08-23T12:56:12+00:00" }, { "ticker": "ERAS", "name": "Erasca, Inc.", "url": "https://frontierpicks.com/dossiers/ERAS/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "oncology-immunology", "binary-catalyst-biotech" ], "catalyst_date": null, "first_seen": "2026-04-19", "last_analyzed": "2026-08-22T08:31:24+00:00" }, { "ticker": "ERO", "name": "Ero Copper Corp.", "url": "https://frontierpicks.com/dossiers/ERO/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "industrial-power-grid", "critical-materials-rare-earths", "ai-datacenter-infrastructure" ], "catalyst_date": null, "first_seen": "2026-08-11", "last_analyzed": "2026-08-23T12:55:41+00:00" }, { "ticker": "ESPR", "name": "Esperion Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/ESPR/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-05-14", "last_analyzed": "2026-08-22T08:31:18+00:00" }, { "ticker": "ESTC", "name": "Elastic N.V.", "url": "https://frontierpicks.com/dossiers/ESTC/", "conviction": "LOW", "archetype": 3, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": "2026-08-27", "first_seen": "2026-08-20", "last_analyzed": "2026-08-25T06:08:12+00:00" }, { "ticker": "EVC", "name": "Entravision Communication", "url": "https://frontierpicks.com/dossiers/EVC/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software", "cyclical-industrials", "small-cap-value-rotation" ], "catalyst_date": null, "first_seen": "2026-05-07", "last_analyzed": "2026-08-22T08:35:29+00:00" }, { "ticker": "EVH", "name": "Evolent Health, Inc", "url": "https://frontierpicks.com/dossiers/EVH/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "managed-care-health-services", "oncology-immunology" ], "catalyst_date": null, "first_seen": "2026-06-29", "last_analyzed": "2026-08-23T12:57:50+00:00" }, { "ticker": "EXFY", "name": "Expensify, Inc.", "url": "https://frontierpicks.com/dossiers/EXFY/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": null, "first_seen": "2026-07-14", "last_analyzed": "2026-08-23T08:09:47+00:00" }, { "ticker": "EXTR", "name": "Extreme Networks, Inc.", "url": "https://frontierpicks.com/dossiers/EXTR/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "networking-optical", "ai-enterprise-software", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-09-02", "first_seen": "2026-05-01", "last_analyzed": "2026-08-22T08:38:10+00:00" }, { "ticker": "FAC", "name": "Factorial Energy Inc.", "url": "https://frontierpicks.com/dossiers/FAC/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "solar-clean-energy", "freight-logistics", "oil-energy-geopolitical", "defense-aerospace" ], "catalyst_date": null, "first_seen": "2026-06-10", "last_analyzed": "2026-08-22T10:51:04+00:00" }, { "ticker": "FBIN", "name": "Fortune Brands Innovations, Inc.", "url": "https://frontierpicks.com/dossiers/FBIN/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "housing-homebuilders-proptech", "cyclical-industrials", "fintech-consumer-credit" ], "catalyst_date": "2026-09-09", "first_seen": "2026-07-01", "last_analyzed": "2026-08-23T12:59:30+00:00" }, { "ticker": "FBRX", "name": "Forte Biosciences, Inc.", "url": "https://frontierpicks.com/dossiers/FBRX/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics" ], "catalyst_date": "2026-08-26", "first_seen": "2026-08-12", "last_analyzed": "2026-08-23T12:58:25+00:00" }, { "ticker": "FCEL", "name": "FuelCell Energy, Inc.", "url": "https://frontierpicks.com/dossiers/FCEL/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "industrial-power-grid", "solar-clean-energy" ], "catalyst_date": "2026-09-08", "first_seen": "2026-04-22", "last_analyzed": "2026-08-22T08:39:15+00:00" }, { "ticker": "FDMT", "name": "4D Molecular Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/FDMT/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-08-20", "last_analyzed": "2026-08-23T08:09:47+00:00" }, { "ticker": "FIG", "name": "Figma, Inc.", "url": "https://frontierpicks.com/dossiers/FIG/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": "2026-08-31", "first_seen": "2026-07-20", "last_analyzed": "2026-08-23T13:01:26+00:00" }, { "ticker": "FIVN", "name": "Five9, Inc.", "url": "https://frontierpicks.com/dossiers/FIVN/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": "2026-09-18", "first_seen": "2026-05-05", "last_analyzed": "2026-08-23T08:09:47+00:00" }, { "ticker": "FLEX", "name": "Flex Ltd.", "url": "https://frontierpicks.com/dossiers/FLEX/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "industrial-power-grid", "cyclical-industrials" ], "catalyst_date": "2026-08-26", "first_seen": "2026-05-07", "last_analyzed": "2026-08-22T08:43:22+00:00" }, { "ticker": "FLY", "name": "Firefly Aerospace Inc.", "url": "https://frontierpicks.com/dossiers/FLY/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "space-economy" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-23", "last_analyzed": "2026-08-24T06:11:47+00:00" }, { "ticker": "FN", "name": "Fabrinet", "url": "https://frontierpicks.com/dossiers/FN/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "networking-optical", "ai-datacenter-infrastructure", "cyclical-industrials" ], "catalyst_date": null, "first_seen": "2026-04-30", "last_analyzed": "2026-08-23T13:05:47+00:00" }, { "ticker": "FOUR", "name": "Shift4 Payments, Inc.", "url": "https://frontierpicks.com/dossiers/FOUR/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "fintech-consumer-credit", "travel-leisure", "consumer-discretionary-rotation" ], "catalyst_date": "2026-09-10", "first_seen": "2026-07-14", "last_analyzed": "2026-08-22T10:54:37+00:00" }, { "ticker": "FPS", "name": "Forgent Power Solutions, Inc.", "url": "https://frontierpicks.com/dossiers/FPS/", "conviction": "LOW", "archetype": 3, "status": "DORMANT", "themes": [ "industrial-power-grid", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-08-30", "first_seen": "2026-05-15", "last_analyzed": "2026-08-16T16:51:20+00:00" }, { "ticker": "FRD", "name": "Friedman Industries Inc.", "url": "https://frontierpicks.com/dossiers/FRD/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "cyclical-industrials", "critical-materials-rare-earths" ], "catalyst_date": "2026-08-24", "first_seen": "2026-07-14", "last_analyzed": "2026-08-22T10:54:41+00:00" }, { "ticker": "FTRE", "name": "Fortrea Holdings Inc.", "url": "https://frontierpicks.com/dossiers/FTRE/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "oncology-immunology", "precision-biotech-therapeutics", "managed-care-health-services" ], "catalyst_date": "2026-08-26", "first_seen": "2026-05-06", "last_analyzed": "2026-08-16T16:57:28+00:00" }, { "ticker": "FWRD", "name": "Forward Air Corporation", "url": "https://frontierpicks.com/dossiers/FWRD/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "cyclical-industrials", "freight-logistics", "binary-catalyst-biotech" ], "catalyst_date": null, "first_seen": "2026-04-20", "last_analyzed": "2026-08-22T08:50:21+00:00" }, { "ticker": "G", "name": "Genpact Limited", "url": "https://frontierpicks.com/dossiers/G/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software", "managed-care-health-services" ], "catalyst_date": "2026-09-10", "first_seen": "2026-07-30", "last_analyzed": "2026-08-23T11:42:20+00:00" }, { "ticker": "GBTG", "name": "Global Business Travel Group, Inc.", "url": "https://frontierpicks.com/dossiers/GBTG/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "consumer-discretionary-rotation" ], "catalyst_date": null, "first_seen": "2026-05-05", "last_analyzed": "2026-08-16T16:55:25+00:00" }, { "ticker": "GCMG", "name": "GCM Grosvenor Inc.", "url": "https://frontierpicks.com/dossiers/GCMG/", "conviction": "LOW", "archetype": 3, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "biofuels-low-carbon", "crypto-exchanges-financials", "small-cap-value-rotation" ], "catalyst_date": "2026-09-01", "first_seen": "2026-07-08", "last_analyzed": "2026-08-16T15:04:49+00:00" }, { "ticker": "GCO", "name": "Genesco Inc.", "url": "https://frontierpicks.com/dossiers/GCO/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "cyclical-industrials", "m-and-a-special-situations" ], "catalyst_date": "2026-08-27", "first_seen": "2026-04-20", "last_analyzed": "2026-08-16T16:59:47+00:00" }, { "ticker": "GENI", "name": "Genius Sports Limited", "url": "https://frontierpicks.com/dossiers/GENI/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "prediction-markets-betting", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-09-09", "first_seen": "2026-06-09", "last_analyzed": "2026-08-23T13:06:09+00:00" }, { "ticker": "GFS", "name": "GlobalFoundries Inc.", "url": "https://frontierpicks.com/dossiers/GFS/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "semi-foundry-equipment" ], "catalyst_date": null, "first_seen": "2026-04-30", "last_analyzed": "2026-08-17T06:09:04+00:00" }, { "ticker": "GGAL", "name": "Grupo Financiero Galicia S.A.", "url": "https://frontierpicks.com/dossiers/GGAL/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "emerging-markets" ], "catalyst_date": "2026-08-25", "first_seen": "2026-06-14", "last_analyzed": "2026-08-23T13:07:21+00:00" }, { "ticker": "GLUE", "name": "Monte Rosa Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/GLUE/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "oncology-immunology" ], "catalyst_date": null, "first_seen": "2026-07-12", "last_analyzed": "2026-08-16T17:01:33+00:00" }, { "ticker": "GOLF", "name": "Acushnet Holdings Corp.", "url": "https://frontierpicks.com/dossiers/GOLF/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "cybersecurity" ], "catalyst_date": "2026-09-04", "first_seen": "2026-07-05", "last_analyzed": "2026-08-23T13:08:18+00:00" }, { "ticker": "GOOG", "name": "Alphabet Inc.", "url": "https://frontierpicks.com/dossiers/GOOG/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "megacap-ai-platforms" ], "catalyst_date": null, "first_seen": "2026-04-23", "last_analyzed": "2026-08-17T06:09:06+00:00" }, { "ticker": "GRPN", "name": "Groupon, Inc.", "url": "https://frontierpicks.com/dossiers/GRPN/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "squeeze-momentum-setups", "consumer-discretionary-rotation", "ai-enterprise-software" ], "catalyst_date": "2026-09-09", "first_seen": "2026-07-23", "last_analyzed": "2026-08-23T13:09:24+00:00" }, { "ticker": "GSHD", "name": "Goosehead Insurance, Inc.", "url": "https://frontierpicks.com/dossiers/GSHD/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "managed-care-health-services", "small-cap-value-rotation", "housing-homebuilders-proptech" ], "catalyst_date": null, "first_seen": "2026-06-30", "last_analyzed": "2026-08-23T13:10:37+00:00" }, { "ticker": "GSM", "name": "Ferroglobe PLC", "url": "https://frontierpicks.com/dossiers/GSM/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "critical-materials-rare-earths" ], "catalyst_date": null, "first_seen": "2026-08-09", "last_analyzed": "2026-08-22T10:58:39+00:00" }, { "ticker": "GTM", "name": "ZoomInfo Technologies Inc", "url": "https://frontierpicks.com/dossiers/GTM/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-08-27", "first_seen": "2026-08-09", "last_analyzed": "2026-08-22T10:59:50+00:00" }, { "ticker": "GTN", "name": "Gray Media, Inc.", "url": "https://frontierpicks.com/dossiers/GTN/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "fintech-consumer-credit", "precision-biotech-therapeutics", "ai-enterprise-software" ], "catalyst_date": null, "first_seen": "2026-08-09", "last_analyzed": "2026-08-22T11:01:49+00:00" }, { "ticker": "GTX", "name": "Garrett Motion Inc.", "url": "https://frontierpicks.com/dossiers/GTX/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "cyclical-industrials" ], "catalyst_date": "2026-09-15", "first_seen": "2026-05-13", "last_analyzed": "2026-08-22T08:52:40+00:00" }, { "ticker": "GWRE", "name": "Guidewire Software, Inc.", "url": "https://frontierpicks.com/dossiers/GWRE/", "conviction": "LOW", "archetype": 3, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": "2026-09-03", "first_seen": "2026-07-21", "last_analyzed": "2026-08-23T11:24:28+00:00" }, { "ticker": "HAE", "name": "Haemonetics Corporation", "url": "https://frontierpicks.com/dossiers/HAE/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "medtech-diagnostics" ], "catalyst_date": null, "first_seen": "2026-06-07", "last_analyzed": "2026-08-16T17:02:59+00:00" }, { "ticker": "HELE", "name": "Helen of Troy Limited", "url": "https://frontierpicks.com/dossiers/HELE/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "m-and-a-special-situations", "freight-logistics" ], "catalyst_date": "2026-08-25", "first_seen": "2026-04-24", "last_analyzed": "2026-08-16T17:03:31+00:00" }, { "ticker": "HELP", "name": "Cybin Inc.", "url": "https://frontierpicks.com/dossiers/HELP/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-06-30", "last_analyzed": "2026-08-24T06:11:46+00:00" }, { "ticker": "HIMS", "name": "Hims & Hers Health, Inc.", "url": "https://frontierpicks.com/dossiers/HIMS/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "managed-care-health-services", "precision-biotech-therapeutics", "ai-enterprise-software" ], "catalyst_date": null, "first_seen": "2026-05-12", "last_analyzed": "2026-08-22T08:53:34+00:00" }, { "ticker": "HIVE", "name": "HIVE Digital Technologies Ltd.", "url": "https://frontierpicks.com/dossiers/HIVE/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "bitcoin-miners", "gpu-cloud-neoclouds", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-09-03", "first_seen": "2026-05-19", "last_analyzed": "2026-08-22T08:58:55+00:00" }, { "ticker": "HNST", "name": "The Honest Company, Inc.", "url": "https://frontierpicks.com/dossiers/HNST/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation" ], "catalyst_date": "2026-09-10", "first_seen": "2026-08-07", "last_analyzed": "2026-08-22T08:57:43+00:00" }, { "ticker": "HOV", "name": "Hovnanian Enterprises, Inc. Class A", "url": "https://frontierpicks.com/dossiers/HOV/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "housing-homebuilders-proptech", "cyclical-industrials", "fintech-consumer-credit" ], "catalyst_date": "2026-09-16", "first_seen": "2026-06-26", "last_analyzed": "2026-08-22T08:58:57+00:00" }, { "ticker": "HROW", "name": "Harrow, Inc.", "url": "https://frontierpicks.com/dossiers/HROW/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "managed-care-health-services" ], "catalyst_date": null, "first_seen": "2026-06-18", "last_analyzed": "2026-08-23T13:12:15+00:00" }, { "ticker": "HTFL", "name": "Heartflow, Inc.", "url": "https://frontierpicks.com/dossiers/HTFL/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "medtech-diagnostics" ], "catalyst_date": null, "first_seen": "2026-08-16", "last_analyzed": "2026-08-16T11:24:11+00:00" }, { "ticker": "HTLD", "name": "Heartland Express, Inc.", "url": "https://frontierpicks.com/dossiers/HTLD/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "freight-logistics", "cyclical-industrials" ], "catalyst_date": "2026-09-01", "first_seen": "2026-06-14", "last_analyzed": "2026-08-23T13:13:15+00:00" }, { "ticker": "HUBS", "name": "Hubspot, Inc.", "url": "https://frontierpicks.com/dossiers/HUBS/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": "2026-09-16", "first_seen": "2026-07-28", "last_analyzed": "2026-08-22T09:05:57+00:00" }, { "ticker": "HZO", "name": "MarineMax, Inc.", "url": "https://frontierpicks.com/dossiers/HZO/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation" ], "catalyst_date": "2026-09-09", "first_seen": "2026-08-12", "last_analyzed": "2026-08-24T06:11:51+00:00" }, { "ticker": "IART", "name": "Integra LifeSciences Holdings Corporation", "url": "https://frontierpicks.com/dossiers/IART/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "medtech-diagnostics" ], "catalyst_date": null, "first_seen": "2026-05-20", "last_analyzed": "2026-08-22T09:08:22+00:00" }, { "ticker": "ICHR", "name": "Ichor Holdings", "url": "https://frontierpicks.com/dossiers/ICHR/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "semi-foundry-equipment", "ai-chips-memory", "semiconductors-analog" ], "catalyst_date": null, "first_seen": "2026-04-19", "last_analyzed": "2026-08-22T09:09:09+00:00" }, { "ticker": "IHRT", "name": "iHeartMedia, Inc.", "url": "https://frontierpicks.com/dossiers/IHRT/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "cyclical-industrials", "m-and-a-special-situations", "squeeze-momentum-setups" ], "catalyst_date": null, "first_seen": "2026-05-10", "last_analyzed": "2026-08-22T09:13:17+00:00" }, { "ticker": "IMMX", "name": "Immix Biopharma, Inc.", "url": "https://frontierpicks.com/dossiers/IMMX/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "oncology-immunology" ], "catalyst_date": "2026-09-14", "first_seen": "2026-08-23", "last_analyzed": "2026-08-24T06:11:46+00:00" }, { "ticker": "IMRX", "name": "Immuneering Corporation", "url": "https://frontierpicks.com/dossiers/IMRX/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "oncology-immunology", "m-and-a-special-situations", "binary-catalyst-biotech" ], "catalyst_date": null, "first_seen": "2026-07-10", "last_analyzed": "2026-08-16T15:17:27+00:00" }, { "ticker": "INBX", "name": "Inhibrx Biosciences, Inc.", "url": "https://frontierpicks.com/dossiers/INBX/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "binary-catalyst-biotech", "oncology-immunology" ], "catalyst_date": null, "first_seen": "2026-04-23", "last_analyzed": "2026-08-22T09:18:17+00:00" }, { "ticker": "INDI", "name": "indie Semiconductor, Inc.", "url": "https://frontierpicks.com/dossiers/INDI/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "semiconductors-analog", "ai-chips-memory", "physical-ai-robotics" ], "catalyst_date": null, "first_seen": "2026-05-08", "last_analyzed": "2026-08-22T11:02:44+00:00" }, { "ticker": "INFQ", "name": "Infleqtion, Inc.", "url": "https://frontierpicks.com/dossiers/INFQ/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "quantum-computing" ], "catalyst_date": null, "first_seen": "2026-08-16", "last_analyzed": "2026-08-17T06:09:06+00:00" }, { "ticker": "INHD", "name": "Inno Holdings Inc.", "url": "https://frontierpicks.com/dossiers/INHD/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "squeeze-momentum-setups", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-08-28", "first_seen": "2026-07-07", "last_analyzed": "2026-08-16T15:20:30+00:00" }, { "ticker": "INOD", "name": "Innodata Inc.", "url": "https://frontierpicks.com/dossiers/INOD/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "ai-enterprise-software" ], "catalyst_date": "2026-09-30", "first_seen": "2026-05-10", "last_analyzed": "2026-08-23T13:16:38+00:00" }, { "ticker": "INTA", "name": "Intapp, Inc.", "url": "https://frontierpicks.com/dossiers/INTA/", "conviction": "LOW", "archetype": 3, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": null, "first_seen": "2026-07-28", "last_analyzed": "2026-08-23T08:09:47+00:00" }, { "ticker": "IPAR", "name": "Interparfums, Inc.", "url": "https://frontierpicks.com/dossiers/IPAR/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation" ], "catalyst_date": "2026-09-15", "first_seen": "2026-07-07", "last_analyzed": "2026-08-16T15:19:01+00:00" }, { "ticker": "IPX", "name": "IperionX Limited", "url": "https://frontierpicks.com/dossiers/IPX/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "critical-materials-rare-earths", "defense-aerospace", "cyclical-industrials" ], "catalyst_date": "2026-08-31", "first_seen": "2026-05-27", "last_analyzed": "2026-08-23T13:16:30+00:00" }, { "ticker": "IQ", "name": "iQIYI, Inc.", "url": "https://frontierpicks.com/dossiers/IQ/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software", "squeeze-momentum-setups", "ai-datacenter-infrastructure", "semi-foundry-equipment", "emerging-markets" ], "catalyst_date": null, "first_seen": "2026-07-29", "last_analyzed": "2026-08-23T11:47:42+00:00" }, { "ticker": "IRWD", "name": "Ironwood Pharmaceuticals, Inc.", "url": "https://frontierpicks.com/dossiers/IRWD/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "m-and-a-special-situations" ], "catalyst_date": null, "first_seen": "2026-04-20", "last_analyzed": "2026-08-23T13:19:33+00:00" }, { "ticker": "IT", "name": "Gartner, Inc.", "url": "https://frontierpicks.com/dossiers/IT/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software", "ai-datacenter-infrastructure" ], "catalyst_date": null, "first_seen": "2026-08-09", "last_analyzed": "2026-08-22T11:02:30+00:00" }, { "ticker": "ITGR", "name": "Integer Holdings Corporation", "url": "https://frontierpicks.com/dossiers/ITGR/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "medtech-diagnostics" ], "catalyst_date": null, "first_seen": "2026-08-04", "last_analyzed": "2026-08-22T09:22:31+00:00" }, { "ticker": "IVA", "name": "Inventiva S.A.", "url": "https://frontierpicks.com/dossiers/IVA/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "binary-catalyst-biotech", "precision-biotech-therapeutics" ], "catalyst_date": "2026-09-25", "first_seen": "2026-07-23", "last_analyzed": "2026-08-23T13:19:06+00:00" }, { "ticker": "JACK", "name": "Jack In The Box Inc.", "url": "https://frontierpicks.com/dossiers/JACK/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "squeeze-momentum-setups", "consumer-discretionary-rotation", "m-and-a-special-situations" ], "catalyst_date": "2026-09-14", "first_seen": "2026-06-29", "last_analyzed": "2026-08-23T13:20:53+00:00" }, { "ticker": "JBIO", "name": "Jade Biosciences, Inc.", "url": "https://frontierpicks.com/dossiers/JBIO/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "oncology-immunology" ], "catalyst_date": null, "first_seen": "2026-04-19", "last_analyzed": "2026-08-23T13:23:35+00:00" }, { "ticker": "JBLU", "name": "JetBlue Airways Corporation", "url": "https://frontierpicks.com/dossiers/JBLU/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "travel-leisure", "consumer-discretionary-rotation", "oil-energy-geopolitical" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-20", "last_analyzed": "2026-08-23T13:24:24+00:00" }, { "ticker": "JOBY", "name": "Joby Aviation, Inc.", "url": "https://frontierpicks.com/dossiers/JOBY/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "ev-autonomous-mobility", "defense-aerospace" ], "catalyst_date": null, "first_seen": "2026-05-28", "last_analyzed": "2026-08-23T13:24:36+00:00" }, { "ticker": "JWEL", "name": "Jowell Global Ltd.", "url": "https://frontierpicks.com/dossiers/JWEL/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "semi-foundry-equipment", "biofuels-low-carbon" ], "catalyst_date": null, "first_seen": "2026-08-11", "last_analyzed": "2026-08-23T13:27:16+00:00" }, { "ticker": "KALU", "name": "Kaiser Aluminum Corporation", "url": "https://frontierpicks.com/dossiers/KALU/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "cyclical-industrials", "critical-materials-rare-earths", "defense-aerospace", "oil-energy-geopolitical" ], "catalyst_date": null, "first_seen": "2026-04-23", "last_analyzed": "2026-08-23T13:28:45+00:00" }, { "ticker": "KALV", "name": "KalVista Pharmaceuticals, Inc.", "url": "https://frontierpicks.com/dossiers/KALV/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "rare-disease-gene-therapy", "precision-biotech-therapeutics" ], "catalyst_date": "2026-09-20", "first_seen": "2026-05-17", "last_analyzed": "2026-08-23T13:29:24+00:00" }, { "ticker": "KARO", "name": "Karooooo Ltd.", "url": "https://frontierpicks.com/dossiers/KARO/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "emerging-markets", "ai-enterprise-software", "ev-autonomous-mobility" ], "catalyst_date": "2026-08-31", "first_seen": "2026-07-20", "last_analyzed": "2026-08-23T13:30:45+00:00" }, { "ticker": "KC", "name": "Kingsoft Cloud Holdings Limited", "url": "https://frontierpicks.com/dossiers/KC/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "emerging-markets" ], "catalyst_date": "2026-09-07", "first_seen": "2026-08-04", "last_analyzed": "2026-08-22T09:23:43+00:00" }, { "ticker": "KEEL", "name": "Keel Infrastructure Corp.", "url": "https://frontierpicks.com/dossiers/KEEL/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "bitcoin-miners", "industrial-power-grid" ], "catalyst_date": null, "first_seen": "2026-04-28", "last_analyzed": "2026-08-23T13:32:44+00:00" }, { "ticker": "KELYA", "name": "Kelly Services, Inc.", "url": "https://frontierpicks.com/dossiers/KELYA/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "small-cap-value-rotation", "managed-care-health-services", "consumer-discretionary-rotation" ], "catalyst_date": "2026-08-28", "first_seen": "2026-07-20", "last_analyzed": "2026-08-23T13:32:50+00:00" }, { "ticker": "KFRC", "name": "Kforce Inc.", "url": "https://frontierpicks.com/dossiers/KFRC/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "managed-care-health-services", "ai-enterprise-software", "prediction-markets-betting" ], "catalyst_date": "2026-09-15", "first_seen": "2026-04-29", "last_analyzed": "2026-08-23T13:33:36+00:00" }, { "ticker": "KGS", "name": "Kodiak Gas Services, Inc.", "url": "https://frontierpicks.com/dossiers/KGS/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "industrial-power-grid", "ai-datacenter-infrastructure", "oil-energy-geopolitical" ], "catalyst_date": null, "first_seen": "2026-04-19", "last_analyzed": "2026-08-23T13:35:44+00:00" }, { "ticker": "KLAC", "name": "KLA Corporation", "url": "https://frontierpicks.com/dossiers/KLAC/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "semi-foundry-equipment", "ai-chips-memory", "semiconductors-analog" ], "catalyst_date": "2026-08-26", "first_seen": "2026-06-14", "last_analyzed": "2026-08-23T13:38:19+00:00" }, { "ticker": "KLC", "name": "KinderCare Learning Companies, Inc.", "url": "https://frontierpicks.com/dossiers/KLC/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "cybersecurity" ], "catalyst_date": null, "first_seen": "2026-07-20", "last_analyzed": "2026-08-16T11:27:59+00:00" }, { "ticker": "KNX", "name": "Knight-Swift Transportation Holdings Inc.", "url": "https://frontierpicks.com/dossiers/KNX/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "freight-logistics", "cyclical-industrials", "managed-care-health-services" ], "catalyst_date": null, "first_seen": "2026-06-09", "last_analyzed": "2026-08-23T13:38:55+00:00" }, { "ticker": "KOD", "name": "Kodiak Sciences Inc", "url": "https://frontierpicks.com/dossiers/KOD/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "binary-catalyst-biotech", "precision-biotech-therapeutics" ], "catalyst_date": "2026-09-15", "first_seen": "2026-07-13", "last_analyzed": "2026-08-23T13:39:45+00:00" }, { "ticker": "KOS", "name": "Kosmos Energy Ltd.", "url": "https://frontierpicks.com/dossiers/KOS/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "oil-energy-geopolitical" ], "catalyst_date": "2026-09-06", "first_seen": "2026-04-19", "last_analyzed": "2026-08-23T13:42:48+00:00" }, { "ticker": "KRT", "name": "Karat Packaging Inc.", "url": "https://frontierpicks.com/dossiers/KRT/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "cyclical-industrials", "semi-foundry-equipment", "small-cap-value-rotation" ], "catalyst_date": "2026-09-10", "first_seen": "2026-07-28", "last_analyzed": "2026-08-22T09:25:46+00:00" }, { "ticker": "KSS", "name": "Kohls Corporation", "url": "https://frontierpicks.com/dossiers/KSS/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "squeeze-momentum-setups" ], "catalyst_date": "2026-08-26", "first_seen": "2026-06-14", "last_analyzed": "2026-08-23T13:42:23+00:00" }, { "ticker": "KURA", "name": "Kura Oncology, Inc.", "url": "https://frontierpicks.com/dossiers/KURA/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "oncology-immunology", "precision-biotech-therapeutics", "m-and-a-special-situations" ], "catalyst_date": null, "first_seen": "2026-07-10", "last_analyzed": "2026-08-16T15:23:41+00:00" }, { "ticker": "KVYO", "name": "Klaviyo, Inc.", "url": "https://frontierpicks.com/dossiers/KVYO/", "conviction": "LOW", "archetype": 3, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": "2026-09-01", "first_seen": "2026-07-21", "last_analyzed": "2026-08-16T11:32:12+00:00" }, { "ticker": "LAC", "name": "Lithium Americas Corp.", "url": "https://frontierpicks.com/dossiers/LAC/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "critical-materials-rare-earths", "freight-logistics", "oil-energy-geopolitical" ], "catalyst_date": "2026-09-10", "first_seen": "2026-05-01", "last_analyzed": "2026-08-23T13:44:37+00:00" }, { "ticker": "LAR", "name": "Lithium Argentina AG", "url": "https://frontierpicks.com/dossiers/LAR/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "critical-materials-rare-earths", "m-and-a-special-situations" ], "catalyst_date": null, "first_seen": "2026-04-23", "last_analyzed": "2026-08-23T13:44:44+00:00" }, { "ticker": "LEGN", "name": "Legend Biotech Corporation", "url": "https://frontierpicks.com/dossiers/LEGN/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "rare-disease-gene-therapy", "precision-biotech-therapeutics", "oncology-immunology" ], "catalyst_date": "2026-09-24", "first_seen": "2026-04-22", "last_analyzed": "2026-08-23T13:46:51+00:00" }, { "ticker": "LGIH", "name": "LGI Homes, Inc.", "url": "https://frontierpicks.com/dossiers/LGIH/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "housing-homebuilders-proptech", "cyclical-industrials", "fintech-consumer-credit" ], "catalyst_date": "2026-09-03", "first_seen": "2026-06-26", "last_analyzed": "2026-08-23T13:48:03+00:00" }, { "ticker": "LGN", "name": "Legence Corp.", "url": "https://frontierpicks.com/dossiers/LGN/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "industrial-power-grid" ], "catalyst_date": null, "first_seen": "2026-04-19", "last_analyzed": "2026-08-23T13:49:38+00:00" }, { "ticker": "LIFE", "name": "Ethos Technologies Inc.", "url": "https://frontierpicks.com/dossiers/LIFE/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "small-cap-value-rotation" ], "catalyst_date": null, "first_seen": "2026-05-03", "last_analyzed": "2026-08-23T13:52:34+00:00" }, { "ticker": "LILA", "name": "Liberty Latin America Ltd.", "url": "https://frontierpicks.com/dossiers/LILA/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "emerging-markets", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-09-15", "first_seen": "2026-06-30", "last_analyzed": "2026-08-23T13:52:56+00:00" }, { "ticker": "LILAK", "name": "Liberty Latin America Ltd.", "url": "https://frontierpicks.com/dossiers/LILAK/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "emerging-markets" ], "catalyst_date": "2026-09-15", "first_seen": "2026-06-29", "last_analyzed": "2026-08-23T13:55:06+00:00" }, { "ticker": "LMND", "name": "Lemonade, Inc.", "url": "https://frontierpicks.com/dossiers/LMND/", "conviction": "LOW", "archetype": 3, "status": "DORMANT", "themes": [ "fintech-consumer-credit" ], "catalyst_date": null, "first_seen": "2026-04-28", "last_analyzed": "2026-08-17T06:09:07+00:00" }, { "ticker": "LNC", "name": "Lincoln National Corp.", "url": "https://frontierpicks.com/dossiers/LNC/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "managed-care-health-services", "cyclical-industrials" ], "catalyst_date": "2026-09-08", "first_seen": "2026-07-31", "last_analyzed": "2026-08-22T09:32:11+00:00" }, { "ticker": "LOVE", "name": "The Lovesac Company", "url": "https://frontierpicks.com/dossiers/LOVE/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "small-cap-value-rotation", "freight-logistics" ], "catalyst_date": "2026-09-10", "first_seen": "2026-04-20", "last_analyzed": "2026-08-23T13:57:06+00:00" }, { "ticker": "LPRO", "name": "Open Lending Corporation", "url": "https://frontierpicks.com/dossiers/LPRO/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "fintech-consumer-credit", "m-and-a-special-situations" ], "catalyst_date": null, "first_seen": "2026-06-26", "last_analyzed": "2026-08-23T13:56:41+00:00" }, { "ticker": "LQDA", "name": "Liquidia Corporation", "url": "https://frontierpicks.com/dossiers/LQDA/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "binary-catalyst-biotech" ], "catalyst_date": null, "first_seen": "2026-05-14", "last_analyzed": "2026-08-23T14:00:16+00:00" }, { "ticker": "LUNR", "name": "Intuitive Machines, Inc.", "url": "https://frontierpicks.com/dossiers/LUNR/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "space-economy" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-23", "last_analyzed": "2026-08-24T06:11:47+00:00" }, { "ticker": "LZ", "name": "LegalZoom.com, Inc.", "url": "https://frontierpicks.com/dossiers/LZ/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "cyclical-industrials", "managed-care-health-services", "small-cap-value-rotation" ], "catalyst_date": null, "first_seen": "2026-07-23", "last_analyzed": "2026-08-16T11:31:42+00:00" }, { "ticker": "M", "name": "Macy's Inc.", "url": "https://frontierpicks.com/dossiers/M/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation" ], "catalyst_date": "2026-09-10", "first_seen": "2026-06-14", "last_analyzed": "2026-08-23T14:01:00+00:00" }, { "ticker": "MAMA", "name": "Mama's Creations, Inc.", "url": "https://frontierpicks.com/dossiers/MAMA/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "fintech-consumer-credit", "small-cap-value-rotation", "semi-foundry-equipment" ], "catalyst_date": "2026-09-03", "first_seen": "2026-06-26", "last_analyzed": "2026-08-23T14:03:10+00:00" }, { "ticker": "MAN", "name": "ManpowerGroup", "url": "https://frontierpicks.com/dossiers/MAN/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "cyclical-industrials", "managed-care-health-services", "squeeze-momentum-setups" ], "catalyst_date": "2026-09-04", "first_seen": "2026-07-20", "last_analyzed": "2026-08-16T11:32:40+00:00" }, { "ticker": "MANH", "name": "Manhattan Associates, Inc.", "url": "https://frontierpicks.com/dossiers/MANH/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software", "freight-logistics" ], "catalyst_date": null, "first_seen": "2026-07-30", "last_analyzed": "2026-08-22T09:31:41+00:00" }, { "ticker": "MARA", "name": "MARA Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/MARA/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "bitcoin-miners", "ai-datacenter-infrastructure", "industrial-power-grid", "crypto-exchanges-financials", "gpu-cloud-neoclouds" ], "catalyst_date": "2026-09-03", "first_seen": "2026-04-24", "last_analyzed": "2026-08-23T14:05:36+00:00" }, { "ticker": "MATV", "name": "Mativ Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/MATV/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "small-cap-value-rotation", "managed-care-health-services" ], "catalyst_date": "2026-08-28", "first_seen": "2026-08-07", "last_analyzed": "2026-08-22T09:33:27+00:00" }, { "ticker": "MAZE", "name": "Maze Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/MAZE/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "rare-disease-gene-therapy" ], "catalyst_date": null, "first_seen": "2026-07-10", "last_analyzed": "2026-08-16T15:27:03+00:00" }, { "ticker": "MCHP", "name": "Microchip Technology Incorporated", "url": "https://frontierpicks.com/dossiers/MCHP/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "semiconductors-analog", "industrial-power-grid", "ai-chips-memory" ], "catalyst_date": "2026-08-26", "first_seen": "2026-05-05", "last_analyzed": "2026-08-23T14:09:44+00:00" }, { "ticker": "MDB", "name": "MongoDB, Inc.", "url": "https://frontierpicks.com/dossiers/MDB/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "ai-enterprise-software", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-09-01", "first_seen": "2026-05-19", "last_analyzed": "2026-08-23T14:09:13+00:00" }, { "ticker": "MEDP", "name": "Medpace Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/MEDP/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "oncology-immunology" ], "catalyst_date": null, "first_seen": "2026-07-24", "last_analyzed": "2026-08-16T11:35:42+00:00" }, { "ticker": "MESO", "name": "Mesoblast Limited", "url": "https://frontierpicks.com/dossiers/MESO/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "binary-catalyst-biotech", "rare-disease-gene-therapy", "medtech-diagnostics" ], "catalyst_date": "2026-08-31", "first_seen": "2026-07-17", "last_analyzed": "2026-08-23T14:13:36+00:00" }, { "ticker": "MGM", "name": "MGM RESORTS INTERNATIONAL", "url": "https://frontierpicks.com/dossiers/MGM/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "prediction-markets-betting", "consumer-discretionary-rotation" ], "catalyst_date": "2026-09-01", "first_seen": "2026-06-11", "last_analyzed": "2026-08-23T14:13:51+00:00" }, { "ticker": "MKSI", "name": "MKS Inc.", "url": "https://frontierpicks.com/dossiers/MKSI/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "semi-foundry-equipment", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-08-26", "first_seen": "2026-06-21", "last_analyzed": "2026-08-22T09:36:04+00:00" }, { "ticker": "MKTX", "name": "MarketAxess Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/MKTX/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "prediction-markets-betting", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-09-02", "first_seen": "2026-08-04", "last_analyzed": "2026-08-22T09:37:02+00:00" }, { "ticker": "MMYT", "name": "MakeMyTrip Limited", "url": "https://frontierpicks.com/dossiers/MMYT/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "travel-leisure", "consumer-discretionary-rotation", "fintech-consumer-credit" ], "catalyst_date": null, "first_seen": "2026-07-10", "last_analyzed": "2026-08-16T15:31:56+00:00" }, { "ticker": "MNPR", "name": "Monopar Therapeutics Inc.", "url": "https://frontierpicks.com/dossiers/MNPR/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "rare-disease-gene-therapy", "squeeze-momentum-setups", "binary-catalyst-biotech" ], "catalyst_date": null, "first_seen": "2026-06-26", "last_analyzed": "2026-08-23T14:17:30+00:00" }, { "ticker": "MNTN", "name": "MNTN, Inc.", "url": "https://frontierpicks.com/dossiers/MNTN/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "ai-enterprise-software", "precision-biotech-therapeutics" ], "catalyst_date": "2026-09-08", "first_seen": "2026-08-19", "last_analyzed": "2026-08-22T07:19:52+00:00" }, { "ticker": "MOD", "name": "Modine Manufacturing Co", "url": "https://frontierpicks.com/dossiers/MOD/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure" ], "catalyst_date": "2026-08-20", "first_seen": "2026-04-19", "last_analyzed": "2026-08-17T06:09:02+00:00" }, { "ticker": "MOH", "name": "Molina Healthcare, Inc.", "url": "https://frontierpicks.com/dossiers/MOH/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "managed-care-health-services" ], "catalyst_date": null, "first_seen": "2026-04-30", "last_analyzed": "2026-08-23T14:19:38+00:00" }, { "ticker": "MOV", "name": "Movado Group, Inc.", "url": "https://frontierpicks.com/dossiers/MOV/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "cyclical-industrials" ], "catalyst_date": "2026-08-26", "first_seen": "2026-06-14", "last_analyzed": "2026-08-23T14:19:37+00:00" }, { "ticker": "MPC", "name": "Marathon Petroleum Corporation", "url": "https://frontierpicks.com/dossiers/MPC/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "oil-energy-geopolitical", "ai-chips-memory", "biofuels-low-carbon" ], "catalyst_date": "2026-08-26", "first_seen": "2026-07-28", "last_analyzed": "2026-08-22T09:38:11+00:00" }, { "ticker": "MPWR", "name": "Monolithic Power Systems, Inc.", "url": "https://frontierpicks.com/dossiers/MPWR/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "ai-chips-memory", "industrial-power-grid" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-24", "last_analyzed": "2026-08-23T14:21:54+00:00" }, { "ticker": "MRAM", "name": "Everspin Technologies, Inc.", "url": "https://frontierpicks.com/dossiers/MRAM/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "ai-chips-memory", "squeeze-momentum-setups", "ai-datacenter-infrastructure", "space-economy" ], "catalyst_date": null, "first_seen": "2026-05-03", "last_analyzed": "2026-08-23T14:24:14+00:00" }, { "ticker": "MRVI", "name": "Maravai LifeSciences Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/MRVI/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "freight-logistics", "precision-biotech-therapeutics", "medtech-diagnostics" ], "catalyst_date": null, "first_seen": "2026-05-10", "last_analyzed": "2026-08-23T14:23:58+00:00" }, { "ticker": "MSFT", "name": "Microsoft Corporation", "url": "https://frontierpicks.com/dossiers/MSFT/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "megacap-ai-platforms" ], "catalyst_date": null, "first_seen": "2026-04-23", "last_analyzed": "2026-08-17T06:09:06+00:00" }, { "ticker": "MTH", "name": "Meritage Homes Corporation", "url": "https://frontierpicks.com/dossiers/MTH/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "housing-homebuilders-proptech", "cyclical-industrials", "consumer-discretionary-rotation" ], "catalyst_date": "2026-09-16", "first_seen": "2026-06-26", "last_analyzed": "2026-08-23T14:29:32+00:00" }, { "ticker": "MTRN", "name": "Materion Corporation", "url": "https://frontierpicks.com/dossiers/MTRN/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "critical-materials-rare-earths", "defense-aerospace", "ai-chips-memory", "cyclical-industrials" ], "catalyst_date": null, "first_seen": "2026-06-21", "last_analyzed": "2026-08-22T09:42:51+00:00" }, { "ticker": "MTSI", "name": "MACOM Technology Solutions Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/MTSI/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "networking-optical", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-08-26", "first_seen": "2026-05-24", "last_analyzed": "2026-08-23T14:27:12+00:00" }, { "ticker": "MTW", "name": "The Manitowoc Company, Inc.", "url": "https://frontierpicks.com/dossiers/MTW/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "cyclical-industrials", "semi-foundry-equipment" ], "catalyst_date": "2026-08-26", "first_seen": "2026-08-09", "last_analyzed": "2026-08-22T11:06:26+00:00" }, { "ticker": "MXL", "name": "MaxLinear, Inc.", "url": "https://frontierpicks.com/dossiers/MXL/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "networking-optical", "ai-datacenter-infrastructure", "semiconductors-analog" ], "catalyst_date": "2026-08-24", "first_seen": "2026-04-19", "last_analyzed": "2026-08-23T14:29:51+00:00" }, { "ticker": "MYE", "name": "Myers Industries, Inc.", "url": "https://frontierpicks.com/dossiers/MYE/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "small-cap-value-rotation", "cyclical-industrials", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-09-02", "first_seen": "2026-06-30", "last_analyzed": "2026-08-23T14:30:25+00:00" }, { "ticker": "MYGN", "name": "Myriad Genetics, Inc.", "url": "https://frontierpicks.com/dossiers/MYGN/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "medtech-diagnostics" ], "catalyst_date": null, "first_seen": "2026-06-26", "last_analyzed": "2026-08-23T14:33:19+00:00" }, { "ticker": "NABL", "name": "N-able, Inc.", "url": "https://frontierpicks.com/dossiers/NABL/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "cybersecurity", "ai-enterprise-software" ], "catalyst_date": null, "first_seen": "2026-07-14", "last_analyzed": "2026-08-23T14:33:28+00:00" }, { "ticker": "NBR", "name": "Nabors Industries Ltd.", "url": "https://frontierpicks.com/dossiers/NBR/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "oil-energy-geopolitical", "managed-care-health-services" ], "catalyst_date": "2026-08-28", "first_seen": "2026-05-19", "last_analyzed": "2026-08-23T14:35:51+00:00" }, { "ticker": "NCLH", "name": "Norwegian Cruise Line Holdings Ltd.", "url": "https://frontierpicks.com/dossiers/NCLH/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "travel-leisure", "consumer-discretionary-rotation" ], "catalyst_date": null, "first_seen": "2026-06-17", "last_analyzed": "2026-08-16T11:39:28+00:00" }, { "ticker": "NEO", "name": "NeoGenomics, Inc.", "url": "https://frontierpicks.com/dossiers/NEO/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "medtech-diagnostics" ], "catalyst_date": null, "first_seen": "2026-06-10", "last_analyzed": "2026-08-23T14:36:41+00:00" }, { "ticker": "NEXA", "name": "Nexa Resources S.A.", "url": "https://frontierpicks.com/dossiers/NEXA/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "critical-materials-rare-earths", "emerging-markets" ], "catalyst_date": null, "first_seen": "2026-04-19", "last_analyzed": "2026-08-23T14:39:18+00:00" }, { "ticker": "NKE", "name": "Nike, Inc.", "url": "https://frontierpicks.com/dossiers/NKE/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation" ], "catalyst_date": "2026-09-02", "first_seen": "2026-04-26", "last_analyzed": "2026-08-17T06:09:06+00:00" }, { "ticker": "NOK", "name": "Nokia Corporation", "url": "https://frontierpicks.com/dossiers/NOK/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "networking-optical", "ai-datacenter-infrastructure", "ai-enterprise-software", "semi-foundry-equipment" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-30", "last_analyzed": "2026-08-23T14:39:50+00:00" }, { "ticker": "NP", "name": "Neptune Insurance Holdings Inc.", "url": "https://frontierpicks.com/dossiers/NP/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "managed-care-health-services" ], "catalyst_date": "2026-09-10", "first_seen": "2026-07-09", "last_analyzed": "2026-08-16T15:41:45+00:00" }, { "ticker": "NSIT", "name": "Insight Enterprises, Inc.", "url": "https://frontierpicks.com/dossiers/NSIT/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "ai-enterprise-software", "gpu-cloud-neoclouds" ], "catalyst_date": null, "first_seen": "2026-06-05", "last_analyzed": "2026-08-23T14:42:33+00:00" }, { "ticker": "NUTX", "name": "Nutex Health Inc.", "url": "https://frontierpicks.com/dossiers/NUTX/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "managed-care-health-services", "squeeze-momentum-setups" ], "catalyst_date": "2026-09-09", "first_seen": "2026-07-02", "last_analyzed": "2026-08-23T14:42:42+00:00" }, { "ticker": "NUVL", "name": "Nuvalent, Inc.", "url": "https://frontierpicks.com/dossiers/NUVL/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "oncology-immunology" ], "catalyst_date": null, "first_seen": "2026-07-02", "last_analyzed": "2026-08-16T11:40:32+00:00" }, { "ticker": "NVEC", "name": "NVE Corporation", "url": "https://frontierpicks.com/dossiers/NVEC/", "conviction": "LOW", "archetype": 3, "status": "DORMANT", "themes": [ "semiconductors-analog", "physical-ai-robotics", "medtech-diagnostics", "small-cap-value-rotation" ], "catalyst_date": "2026-08-31", "first_seen": "2026-08-07", "last_analyzed": "2026-08-22T09:44:19+00:00" }, { "ticker": "NWL", "name": "Newell Brands Inc.", "url": "https://frontierpicks.com/dossiers/NWL/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "cyclical-industrials" ], "catalyst_date": "2026-08-19", "first_seen": "2026-06-18", "last_analyzed": "2026-08-16T11:43:55+00:00" }, { "ticker": "NWPX", "name": "NWPX Infrastructure, Inc.", "url": "https://frontierpicks.com/dossiers/NWPX/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "cyclical-industrials" ], "catalyst_date": null, "first_seen": "2026-05-17", "last_analyzed": "2026-08-23T14:46:01+00:00" }, { "ticker": "NXPI", "name": "NXP Semiconductors N.V.", "url": "https://frontierpicks.com/dossiers/NXPI/", "conviction": "LOW", "archetype": 3, "status": "DORMANT", "themes": [ "semiconductors-analog", "ai-chips-memory", "semi-foundry-equipment" ], "catalyst_date": null, "first_seen": "2026-05-14", "last_analyzed": "2026-08-23T14:48:14+00:00" }, { "ticker": "OABI", "name": "OmniAb, Inc.", "url": "https://frontierpicks.com/dossiers/OABI/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-08-19", "last_analyzed": "2026-08-22T07:20:57+00:00" }, { "ticker": "ODD", "name": "ODDITY Tech Ltd.", "url": "https://frontierpicks.com/dossiers/ODD/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "precision-biotech-therapeutics" ], "catalyst_date": "2026-09-09", "first_seen": "2026-07-12", "last_analyzed": "2026-08-22T11:09:24+00:00" }, { "ticker": "ODFL", "name": "Old Dominion Freight Line, Inc.", "url": "https://frontierpicks.com/dossiers/ODFL/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "freight-logistics", "cyclical-industrials", "managed-care-health-services" ], "catalyst_date": "2026-09-02", "first_seen": "2026-06-10", "last_analyzed": "2026-08-16T11:44:19+00:00" }, { "ticker": "OEC", "name": "Orion S.A.", "url": "https://frontierpicks.com/dossiers/OEC/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "cyclical-industrials", "managed-care-health-services", "freight-logistics" ], "catalyst_date": "2026-09-09", "first_seen": "2026-08-07", "last_analyzed": "2026-08-22T09:46:49+00:00" }, { "ticker": "OFIX", "name": "Orthofix Medical Inc.", "url": "https://frontierpicks.com/dossiers/OFIX/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "medtech-diagnostics", "small-cap-value-rotation" ], "catalyst_date": null, "first_seen": "2026-07-31", "last_analyzed": "2026-08-22T09:46:37+00:00" }, { "ticker": "OGN", "name": "Organon & Co.", "url": "https://frontierpicks.com/dossiers/OGN/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-04-20", "last_analyzed": "2026-08-23T14:48:29+00:00" }, { "ticker": "OLPX", "name": "Olaplex Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/OLPX/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "managed-care-health-services", "consumer-discretionary-rotation" ], "catalyst_date": "2026-05-05", "first_seen": "2026-04-20", "last_analyzed": "2026-08-23T14:50:38+00:00" }, { "ticker": "OMER", "name": "Omeros Corporation", "url": "https://frontierpicks.com/dossiers/OMER/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-04-29", "last_analyzed": "2026-08-23T14:53:32+00:00" }, { "ticker": "ON", "name": "ON Semiconductor Corporation", "url": "https://frontierpicks.com/dossiers/ON/", "conviction": "LOW", "archetype": 3, "status": "DORMANT", "themes": [ "industrial-power-grid", "ai-chips-memory", "semi-foundry-equipment" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-23", "last_analyzed": "2026-08-23T15:01:15+00:00" }, { "ticker": "ONDS", "name": "Ondas Inc.", "url": "https://frontierpicks.com/dossiers/ONDS/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "defense-aerospace" ], "catalyst_date": "2026-09-03", "first_seen": "2026-05-05", "last_analyzed": "2026-08-16T15:47:20+00:00" }, { "ticker": "OOMA", "name": "Ooma, Inc.", "url": "https://frontierpicks.com/dossiers/OOMA/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "gpu-cloud-neoclouds", "ai-enterprise-software", "critical-materials-rare-earths" ], "catalyst_date": "2026-08-26", "first_seen": "2026-07-29", "last_analyzed": "2026-08-22T09:46:47+00:00" }, { "ticker": "OPEN", "name": "Opendoor Technologies Inc", "url": "https://frontierpicks.com/dossiers/OPEN/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "housing-homebuilders-proptech" ], "catalyst_date": null, "first_seen": "2026-04-23", "last_analyzed": "2026-08-25T06:08:15+00:00" }, { "ticker": "OPI", "name": "Office Properties Income Trust Common shares of beneficial interest", "url": "https://frontierpicks.com/dossiers/OPI/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "housing-homebuilders-proptech" ], "catalyst_date": null, "first_seen": "2026-07-20", "last_analyzed": "2026-08-16T11:49:37+00:00" }, { "ticker": "ORIC", "name": "Oric Pharmaceuticals, Inc.", "url": "https://frontierpicks.com/dossiers/ORIC/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "oncology-immunology", "binary-catalyst-biotech" ], "catalyst_date": "2026-09-12", "first_seen": "2026-07-15", "last_analyzed": "2026-08-23T14:58:12+00:00" }, { "ticker": "OTEX", "name": "Open Text Corporation", "url": "https://frontierpicks.com/dossiers/OTEX/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software", "cyclical-industrials" ], "catalyst_date": "2026-09-04", "first_seen": "2026-07-30", "last_analyzed": "2026-08-22T09:49:32+00:00" }, { "ticker": "OTLY", "name": "Oatly Group AB", "url": "https://frontierpicks.com/dossiers/OTLY/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "managed-care-health-services" ], "catalyst_date": null, "first_seen": "2026-08-04", "last_analyzed": "2026-08-22T09:50:52+00:00" }, { "ticker": "OUST", "name": "Ouster, Inc.", "url": "https://frontierpicks.com/dossiers/OUST/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "physical-ai-robotics", "defense-aerospace", "ai-datacenter-infrastructure" ], "catalyst_date": null, "first_seen": "2026-04-29", "last_analyzed": "2026-08-23T15:07:09+00:00" }, { "ticker": "P", "name": "Everpure, Inc.", "url": "https://frontierpicks.com/dossiers/P/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "ai-chips-memory", "m-and-a-special-situations" ], "catalyst_date": "2026-08-26", "first_seen": "2026-08-12", "last_analyzed": "2026-08-23T15:19:23+00:00" }, { "ticker": "PANL", "name": "Pangaea Logistics Solutions Ltd.", "url": "https://frontierpicks.com/dossiers/PANL/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "freight-logistics", "small-cap-value-rotation" ], "catalyst_date": "2026-09-01", "first_seen": "2026-08-03", "last_analyzed": "2026-08-22T09:54:51+00:00" }, { "ticker": "PARR", "name": "Par Pacific Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/PARR/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "oil-energy-geopolitical" ], "catalyst_date": null, "first_seen": "2026-07-17", "last_analyzed": "2026-08-23T15:26:25+00:00" }, { "ticker": "PATH", "name": "UiPath, Inc.", "url": "https://frontierpicks.com/dossiers/PATH/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": "2026-09-03", "first_seen": "2026-08-21", "last_analyzed": "2026-08-22T07:21:58+00:00" }, { "ticker": "PAY", "name": "Paymentus Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/PAY/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "fintech-consumer-credit", "ai-datacenter-infrastructure", "ai-enterprise-software" ], "catalyst_date": "2026-09-10", "first_seen": "2026-07-12", "last_analyzed": "2026-08-22T11:09:52+00:00" }, { "ticker": "PAYC", "name": "Paycom Software, Inc.", "url": "https://frontierpicks.com/dossiers/PAYC/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": "2026-08-24", "first_seen": "2026-07-30", "last_analyzed": "2026-08-22T09:54:25+00:00" }, { "ticker": "PAYO", "name": "Payoneer Global Inc.", "url": "https://frontierpicks.com/dossiers/PAYO/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "fintech-consumer-credit" ], "catalyst_date": "2026-09-14", "first_seen": "2026-06-14", "last_analyzed": "2026-08-16T11:48:06+00:00" }, { "ticker": "PAYS", "name": "Paysign, Inc.", "url": "https://frontierpicks.com/dossiers/PAYS/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "fintech-consumer-credit" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-19", "last_analyzed": "2026-08-24T06:11:51+00:00" }, { "ticker": "PBI", "name": "Pitney Bowes Inc.", "url": "https://frontierpicks.com/dossiers/PBI/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "cyclical-industrials" ], "catalyst_date": "2026-09-18", "first_seen": "2026-04-23", "last_analyzed": "2026-08-23T15:29:12+00:00" }, { "ticker": "PCT", "name": "PureCycle Technologies, Inc.", "url": "https://frontierpicks.com/dossiers/PCT/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "squeeze-momentum-setups", "critical-materials-rare-earths", "semi-foundry-equipment", "small-cap-value-rotation" ], "catalyst_date": "2026-08-26", "first_seen": "2026-05-01", "last_analyzed": "2026-08-23T15:37:22+00:00" }, { "ticker": "PDFS", "name": "PDF Solutions, Inc.", "url": "https://frontierpicks.com/dossiers/PDFS/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "semi-foundry-equipment", "ai-enterprise-software", "ai-chips-memory" ], "catalyst_date": null, "first_seen": "2026-06-16", "last_analyzed": "2026-08-16T11:50:27+00:00" }, { "ticker": "PEB", "name": "Pebblebrook Hotel Trust", "url": "https://frontierpicks.com/dossiers/PEB/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "travel-leisure", "housing-homebuilders-proptech" ], "catalyst_date": null, "first_seen": "2026-06-17", "last_analyzed": "2026-08-16T11:51:57+00:00" }, { "ticker": "PESI", "name": "Perma-Fix Environmental Services, Inc.", "url": "https://frontierpicks.com/dossiers/PESI/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "nuclear-uranium", "binary-catalyst-biotech" ], "catalyst_date": null, "first_seen": "2026-07-14", "last_analyzed": "2026-08-23T15:45:25+00:00" }, { "ticker": "PGNY", "name": "Progyny, Inc.", "url": "https://frontierpicks.com/dossiers/PGNY/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "managed-care-health-services" ], "catalyst_date": null, "first_seen": "2026-05-19", "last_analyzed": "2026-08-23T15:58:44+00:00" }, { "ticker": "PI", "name": "Impinj, Inc.", "url": "https://frontierpicks.com/dossiers/PI/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "freight-logistics", "consumer-discretionary-rotation" ], "catalyst_date": null, "first_seen": "2026-05-03", "last_analyzed": "2026-08-23T15:54:08+00:00" }, { "ticker": "PII", "name": "Polaris Inc.", "url": "https://frontierpicks.com/dossiers/PII/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "cyclical-industrials", "consumer-discretionary-rotation", "m-and-a-special-situations", "ai-datacenter-infrastructure" ], "catalyst_date": null, "first_seen": "2026-05-15", "last_analyzed": "2026-08-23T16:08:33+00:00" }, { "ticker": "PKOH", "name": "Park-Ohio Holdings Corp.", "url": "https://frontierpicks.com/dossiers/PKOH/", "conviction": "LOW", "archetype": 3, "status": "DORMANT", "themes": [ "industrial-power-grid", "cyclical-industrials", "ai-datacenter-infrastructure" ], "catalyst_date": null, "first_seen": "2026-08-07", "last_analyzed": "2026-08-22T09:57:41+00:00" }, { "ticker": "PLAY", "name": "Dave & Buster's Entertainment, Inc.", "url": "https://frontierpicks.com/dossiers/PLAY/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation" ], "catalyst_date": "2026-09-14", "first_seen": "2026-06-14", "last_analyzed": "2026-08-16T11:57:36+00:00" }, { "ticker": "PLSE", "name": "Pulse Biosciences, Inc", "url": "https://frontierpicks.com/dossiers/PLSE/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "medtech-diagnostics" ], "catalyst_date": null, "first_seen": "2026-06-05", "last_analyzed": "2026-08-24T06:11:46+00:00" }, { "ticker": "PLTK", "name": "Playtika Holding Corp.", "url": "https://frontierpicks.com/dossiers/PLTK/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "consumer-discretionary-rotation" ], "catalyst_date": null, "first_seen": "2026-07-14", "last_analyzed": "2026-08-23T16:04:33+00:00" }, { "ticker": "PLUG", "name": "Plug Power, Inc.", "url": "https://frontierpicks.com/dossiers/PLUG/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "solar-clean-energy", "industrial-power-grid", "ai-datacenter-infrastructure" ], "catalyst_date": null, "first_seen": "2026-04-26", "last_analyzed": "2026-08-23T16:14:44+00:00" }, { "ticker": "POWI", "name": "Power Integrations, Inc.", "url": "https://frontierpicks.com/dossiers/POWI/", "conviction": "LOW", "archetype": 3, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "industrial-power-grid" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-23", "last_analyzed": "2026-08-23T16:14:16+00:00" }, { "ticker": "POWL", "name": "Powell Industries, Inc.", "url": "https://frontierpicks.com/dossiers/POWL/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "industrial-power-grid" ], "catalyst_date": null, "first_seen": "2026-04-19", "last_analyzed": "2026-08-17T06:09:07+00:00" }, { "ticker": "PTEN", "name": "Patterson-UTI Energy, Inc.", "url": "https://frontierpicks.com/dossiers/PTEN/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "oil-energy-geopolitical", "ai-datacenter-infrastructure", "managed-care-health-services" ], "catalyst_date": "2026-09-08", "first_seen": "2026-05-19", "last_analyzed": "2026-08-23T16:22:29+00:00" }, { "ticker": "PTRN", "name": "Pattern Group Inc. Series A", "url": "https://frontierpicks.com/dossiers/PTRN/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "managed-care-health-services", "ai-enterprise-software", "consumer-discretionary-rotation" ], "catalyst_date": "2026-08-25", "first_seen": "2026-07-07", "last_analyzed": "2026-08-16T15:57:20+00:00" }, { "ticker": "PVH", "name": "PVH Corp.", "url": "https://frontierpicks.com/dossiers/PVH/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "freight-logistics" ], "catalyst_date": "2026-09-02", "first_seen": "2026-04-19", "last_analyzed": "2026-08-23T16:22:19+00:00" }, { "ticker": "PYPL", "name": "PayPal Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/PYPL/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "fintech-consumer-credit" ], "catalyst_date": null, "first_seen": "2026-04-23", "last_analyzed": "2026-08-20T06:09:07+00:00" }, { "ticker": "QDEL", "name": "QuidelOrtho Corporation", "url": "https://frontierpicks.com/dossiers/QDEL/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "medtech-diagnostics", "semi-foundry-equipment", "crypto-exchanges-financials", "consumer-discretionary-rotation" ], "catalyst_date": null, "first_seen": "2026-06-07", "last_analyzed": "2026-08-23T16:21:58+00:00" }, { "ticker": "QLYS", "name": "Qualys, Inc.", "url": "https://frontierpicks.com/dossiers/QLYS/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": null, "first_seen": "2026-06-16", "last_analyzed": "2026-08-23T08:09:47+00:00" }, { "ticker": "QRVO", "name": "Qorvo, Inc.", "url": "https://frontierpicks.com/dossiers/QRVO/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "ai-chips-memory" ], "catalyst_date": null, "first_seen": "2026-04-23", "last_analyzed": "2026-08-17T06:09:03+00:00" }, { "ticker": "QUIK", "name": "QuickLogic Corporation", "url": "https://frontierpicks.com/dossiers/QUIK/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "ai-chips-memory", "quantum-computing" ], "catalyst_date": "2026-09-10", "first_seen": "2026-05-07", "last_analyzed": "2026-08-23T16:25:01+00:00" }, { "ticker": "QURE", "name": "uniQure N.V.", "url": "https://frontierpicks.com/dossiers/QURE/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "rare-disease-gene-therapy", "binary-catalyst-biotech" ], "catalyst_date": "2026-09-30", "first_seen": "2026-05-27", "last_analyzed": "2026-08-23T16:27:20+00:00" }, { "ticker": "RAMP", "name": "LiveRamp Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/RAMP/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "ai-enterprise-software" ], "catalyst_date": null, "first_seen": "2026-05-19", "last_analyzed": "2026-08-23T16:25:54+00:00" }, { "ticker": "RARE", "name": "Ultragenyx Pharmaceutical Inc.", "url": "https://frontierpicks.com/dossiers/RARE/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "rare-disease-gene-therapy", "binary-catalyst-biotech", "precision-biotech-therapeutics" ], "catalyst_date": "2026-08-23", "first_seen": "2026-07-01", "last_analyzed": "2026-08-16T12:01:01+00:00" }, { "ticker": "RBLX", "name": "Roblox Corporation", "url": "https://frontierpicks.com/dossiers/RBLX/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "ai-enterprise-software" ], "catalyst_date": "2026-09-10", "first_seen": "2026-07-14", "last_analyzed": "2026-08-23T16:29:21+00:00" }, { "ticker": "RDW", "name": "Redwire Corporation", "url": "https://frontierpicks.com/dossiers/RDW/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "space-economy" ], "catalyst_date": "2026-09-03", "first_seen": "2026-04-23", "last_analyzed": "2026-08-23T08:09:48+00:00" }, { "ticker": "REAX", "name": "The Real Brokerage, Inc.", "url": "https://frontierpicks.com/dossiers/REAX/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations" ], "catalyst_date": "2026-08-24", "first_seen": "2026-07-15", "last_analyzed": "2026-08-24T06:11:50+00:00" }, { "ticker": "RFAI", "name": "RF Acquisition Corp II", "url": "https://frontierpicks.com/dossiers/RFAI/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "m-and-a-special-situations" ], "catalyst_date": null, "first_seen": "2026-08-23", "last_analyzed": "2026-08-24T06:11:50+00:00" }, { "ticker": "RH", "name": "", "url": "https://frontierpicks.com/dossiers/RH/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "squeeze-momentum-setups", "housing-homebuilders-proptech" ], "catalyst_date": "2026-09-10", "first_seen": "2026-07-21", "last_analyzed": "2026-08-16T12:04:05+00:00" }, { "ticker": "RHI", "name": "Robert Half Inc.", "url": "https://frontierpicks.com/dossiers/RHI/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "cyclical-industrials", "prediction-markets-betting", "managed-care-health-services", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-09-04", "first_seen": "2026-07-23", "last_analyzed": "2026-08-16T12:05:19+00:00" }, { "ticker": "RIVN", "name": "Rivian Automotive, Inc.", "url": "https://frontierpicks.com/dossiers/RIVN/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "ev-autonomous-mobility" ], "catalyst_date": null, "first_seen": "2026-04-26", "last_analyzed": "2026-08-21T06:09:03+00:00" }, { "ticker": "RLMD", "name": "Relmada Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/RLMD/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "oncology-immunology", "binary-catalyst-biotech" ], "catalyst_date": null, "first_seen": "2026-04-19", "last_analyzed": "2026-08-23T16:35:05+00:00" }, { "ticker": "RLYB", "name": "Rallybio Corporation", "url": "https://frontierpicks.com/dossiers/RLYB/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "precision-biotech-therapeutics", "oncology-immunology" ], "catalyst_date": null, "first_seen": "2026-05-07", "last_analyzed": "2026-08-23T16:35:46+00:00" }, { "ticker": "RMBS", "name": "Rambus Inc.", "url": "https://frontierpicks.com/dossiers/RMBS/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "ai-chips-memory", "ai-datacenter-infrastructure" ], "catalyst_date": null, "first_seen": "2026-04-24", "last_analyzed": "2026-08-23T16:38:51+00:00" }, { "ticker": "RNG", "name": "Ringcentral, Inc.", "url": "https://frontierpicks.com/dossiers/RNG/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": "2026-08-20", "first_seen": "2026-07-26", "last_analyzed": "2026-08-17T06:09:03+00:00" }, { "ticker": "RPAY", "name": "Repay Holdings Corporation", "url": "https://frontierpicks.com/dossiers/RPAY/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "fintech-consumer-credit", "ai-datacenter-infrastructure" ], "catalyst_date": null, "first_seen": "2026-04-20", "last_analyzed": "2026-08-23T16:38:41+00:00" }, { "ticker": "RUM", "name": "Rumble Inc.", "url": "https://frontierpicks.com/dossiers/RUM/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure" ], "catalyst_date": null, "first_seen": "2026-04-29", "last_analyzed": "2026-08-25T06:08:14+00:00" }, { "ticker": "RZLT", "name": "Rezolute, Inc.", "url": "https://frontierpicks.com/dossiers/RZLT/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "binary-catalyst-biotech", "rare-disease-gene-therapy", "oncology-immunology" ], "catalyst_date": "2026-09-16", "first_seen": "2026-06-07", "last_analyzed": "2026-08-23T16:43:57+00:00" }, { "ticker": "S", "name": "SentinelOne, Inc.", "url": "https://frontierpicks.com/dossiers/S/", "conviction": "LOW", "archetype": 3, "status": "DORMANT", "themes": [ "cybersecurity", "ai-enterprise-software", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-08-27", "first_seen": "2026-05-24", "last_analyzed": "2026-08-23T16:45:21+00:00" }, { "ticker": "SABR", "name": "Sabre Corporation", "url": "https://frontierpicks.com/dossiers/SABR/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "travel-leisure", "ai-enterprise-software", "consumer-discretionary-rotation" ], "catalyst_date": null, "first_seen": "2026-04-22", "last_analyzed": "2026-08-23T16:47:43+00:00" }, { "ticker": "SAFT", "name": "Safety Insurance Group, Inc.", "url": "https://frontierpicks.com/dossiers/SAFT/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "fintech-consumer-credit" ], "catalyst_date": null, "first_seen": "2026-07-26", "last_analyzed": "2026-08-23T08:09:48+00:00" }, { "ticker": "SAH", "name": "Sonic Automotive, Inc.", "url": "https://frontierpicks.com/dossiers/SAH/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "ev-autonomous-mobility" ], "catalyst_date": "2026-09-15", "first_seen": "2026-07-30", "last_analyzed": "2026-08-22T10:01:29+00:00" }, { "ticker": "SAIL", "name": "SailPoint, Inc.", "url": "https://frontierpicks.com/dossiers/SAIL/", "conviction": "LOW", "archetype": 3, "status": "DORMANT", "themes": [ "cybersecurity", "ai-enterprise-software" ], "catalyst_date": "2026-09-09", "first_seen": "2026-06-05", "last_analyzed": "2026-08-23T16:48:06+00:00" }, { "ticker": "SANA", "name": "Sana Biotechnology, Inc.", "url": "https://frontierpicks.com/dossiers/SANA/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "rare-disease-gene-therapy", "binary-catalyst-biotech" ], "catalyst_date": "2026-10-02", "first_seen": "2026-07-12", "last_analyzed": "2026-08-22T11:12:06+00:00" }, { "ticker": "SANM", "name": "Sanmina Corporation", "url": "https://frontierpicks.com/dossiers/SANM/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "cyclical-industrials", "ai-chips-memory" ], "catalyst_date": "2026-09-04", "first_seen": "2026-04-29", "last_analyzed": "2026-08-23T16:49:34+00:00" }, { "ticker": "SAP", "name": "SAP SE", "url": "https://frontierpicks.com/dossiers/SAP/", "conviction": "LOW", "archetype": 3, "status": "DORMANT", "themes": [ "ai-enterprise-software", "gpu-cloud-neoclouds", "small-cap-value-rotation" ], "catalyst_date": null, "first_seen": "2026-08-21", "last_analyzed": "2026-08-22T07:24:11+00:00" }, { "ticker": "SATL", "name": "Satellogic Inc.", "url": "https://frontierpicks.com/dossiers/SATL/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "space-economy" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-23", "last_analyzed": "2026-08-23T08:09:48+00:00" }, { "ticker": "SBET", "name": "SharpLink, Inc.", "url": "https://frontierpicks.com/dossiers/SBET/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "crypto-exchanges-financials" ], "catalyst_date": "2026-09-15", "first_seen": "2026-07-28", "last_analyzed": "2026-08-22T10:05:30+00:00" }, { "ticker": "SEER", "name": "Seer, Inc.", "url": "https://frontierpicks.com/dossiers/SEER/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "medtech-diagnostics", "small-cap-value-rotation" ], "catalyst_date": null, "first_seen": "2026-08-03", "last_analyzed": "2026-08-23T11:52:10+00:00" }, { "ticker": "SENS", "name": "Senseonics Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/SENS/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "medtech-diagnostics" ], "catalyst_date": null, "first_seen": "2026-06-05", "last_analyzed": "2026-08-23T16:51:51+00:00" }, { "ticker": "SFIX", "name": "Stitch Fix, Inc.", "url": "https://frontierpicks.com/dossiers/SFIX/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "ai-enterprise-software", "small-cap-value-rotation" ], "catalyst_date": null, "first_seen": "2026-06-16", "last_analyzed": "2026-08-16T12:08:28+00:00" }, { "ticker": "SG", "name": "Sweetgreen, Inc.", "url": "https://frontierpicks.com/dossiers/SG/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "squeeze-momentum-setups", "oil-energy-geopolitical" ], "catalyst_date": "2026-08-26", "first_seen": "2026-05-22", "last_analyzed": "2026-08-23T16:53:48+00:00" }, { "ticker": "SGMT", "name": "Sagimet Biosciences Inc. Series A", "url": "https://frontierpicks.com/dossiers/SGMT/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-04-28", "last_analyzed": "2026-08-23T16:53:50+00:00" }, { "ticker": "SHOO", "name": "Steven Madden, Ltd.", "url": "https://frontierpicks.com/dossiers/SHOO/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "freight-logistics", "cyclical-industrials" ], "catalyst_date": "2026-09-11", "first_seen": "2026-05-03", "last_analyzed": "2026-08-23T16:55:58+00:00" }, { "ticker": "SIDU", "name": "Sidus Space, Inc.", "url": "https://frontierpicks.com/dossiers/SIDU/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "space-economy" ], "catalyst_date": "2026-08-19", "first_seen": "2026-04-24", "last_analyzed": "2026-08-17T06:09:05+00:00" }, { "ticker": "SITM", "name": "SiTime Corporation", "url": "https://frontierpicks.com/dossiers/SITM/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "networking-optical", "ai-chips-memory", "semi-foundry-equipment", "m-and-a-special-situations" ], "catalyst_date": null, "first_seen": "2026-04-19", "last_analyzed": "2026-08-23T16:57:28+00:00" }, { "ticker": "SKM", "name": "SK Telecom Co., Ltd.", "url": "https://frontierpicks.com/dossiers/SKM/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "emerging-markets", "megacap-ai-platforms" ], "catalyst_date": "2026-09-07", "first_seen": "2026-04-19", "last_analyzed": "2026-08-23T16:58:29+00:00" }, { "ticker": "SLDB", "name": "Solid Biosciences Inc.", "url": "https://frontierpicks.com/dossiers/SLDB/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "rare-disease-gene-therapy", "binary-catalyst-biotech" ], "catalyst_date": null, "first_seen": "2026-07-07", "last_analyzed": "2026-08-16T16:24:40+00:00" }, { "ticker": "SLS", "name": "SELLAS Life Sciences Group, Inc.", "url": "https://frontierpicks.com/dossiers/SLS/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "oncology-immunology", "binary-catalyst-biotech", "squeeze-momentum-setups", "precision-biotech-therapeutics" ], "catalyst_date": "2026-08-26", "first_seen": "2026-05-15", "last_analyzed": "2026-08-23T17:01:00+00:00" }, { "ticker": "SMCI", "name": "Super Micro Computer, Inc.", "url": "https://frontierpicks.com/dossiers/SMCI/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "ai-chips-memory" ], "catalyst_date": "2026-08-26", "first_seen": "2026-05-24", "last_analyzed": "2026-08-23T17:01:53+00:00" }, { "ticker": "SMMT", "name": "Summit Therapeutics Inc.", "url": "https://frontierpicks.com/dossiers/SMMT/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "binary-catalyst-biotech", "precision-biotech-therapeutics" ], "catalyst_date": "2026-09-12", "first_seen": "2026-04-19", "last_analyzed": "2026-08-23T17:01:01+00:00" }, { "ticker": "SMTC", "name": "Semtech Corporation", "url": "https://frontierpicks.com/dossiers/SMTC/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "semiconductors-analog", "ai-datacenter-infrastructure", "networking-optical" ], "catalyst_date": "2026-08-25", "first_seen": "2026-04-19", "last_analyzed": "2026-08-23T17:06:33+00:00" }, { "ticker": "SMTI", "name": "Sanara MedTech Inc.", "url": "https://frontierpicks.com/dossiers/SMTI/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "medtech-diagnostics", "m-and-a-special-situations" ], "catalyst_date": null, "first_seen": "2026-07-31", "last_analyzed": "2026-08-22T10:04:55+00:00" }, { "ticker": "SMWB", "name": "Similarweb Ltd.", "url": "https://frontierpicks.com/dossiers/SMWB/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": null, "first_seen": "2026-07-14", "last_analyzed": "2026-08-25T06:08:12+00:00" }, { "ticker": "SNEX", "name": "StoneX Group Inc.", "url": "https://frontierpicks.com/dossiers/SNEX/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "crypto-exchanges-financials", "prediction-markets-betting" ], "catalyst_date": null, "first_seen": "2026-04-20", "last_analyzed": "2026-08-23T17:08:12+00:00" }, { "ticker": "SOPH", "name": "SOPHiA GENETICS SA", "url": "https://frontierpicks.com/dossiers/SOPH/", "conviction": "LOW", "archetype": 3, "status": "DORMANT", "themes": [ "medtech-diagnostics" ], "catalyst_date": null, "first_seen": "2026-08-23", "last_analyzed": "2026-08-24T06:11:46+00:00" }, { "ticker": "SPIR", "name": "Spire Global, Inc.", "url": "https://frontierpicks.com/dossiers/SPIR/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "space-economy" ], "catalyst_date": "2026-09-18", "first_seen": "2026-04-23", "last_analyzed": "2026-08-23T08:09:47+00:00" }, { "ticker": "SPRY", "name": "ARS Pharmaceuticals, Inc.", "url": "https://frontierpicks.com/dossiers/SPRY/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "space-economy" ], "catalyst_date": null, "first_seen": "2026-06-17", "last_analyzed": "2026-08-16T12:13:43+00:00" }, { "ticker": "SPT", "name": "Sprout Social, Inc", "url": "https://frontierpicks.com/dossiers/SPT/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": null, "first_seen": "2026-08-21", "last_analyzed": "2026-08-22T07:26:02+00:00" }, { "ticker": "SRAD", "name": "Sportradar Group AG", "url": "https://frontierpicks.com/dossiers/SRAD/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "prediction-markets-betting", "ai-datacenter-infrastructure", "squeeze-momentum-setups" ], "catalyst_date": null, "first_seen": "2026-06-10", "last_analyzed": "2026-08-16T12:16:09+00:00" }, { "ticker": "STAA", "name": "STAAR Surgical Company", "url": "https://frontierpicks.com/dossiers/STAA/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "medtech-diagnostics", "semi-foundry-equipment", "m-and-a-special-situations" ], "catalyst_date": null, "first_seen": "2026-04-22", "last_analyzed": "2026-08-23T17:09:35+00:00" }, { "ticker": "STM", "name": "STMicroelectronics N.V.", "url": "https://frontierpicks.com/dossiers/STM/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "semiconductors-analog", "ai-datacenter-infrastructure", "ai-chips-memory", "space-economy" ], "catalyst_date": "2026-09-22", "first_seen": "2026-04-19", "last_analyzed": "2026-08-23T17:10:39+00:00" }, { "ticker": "STRL", "name": "Sterling Infrastructure, Inc.", "url": "https://frontierpicks.com/dossiers/STRL/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "industrial-power-grid", "housing-homebuilders-proptech" ], "catalyst_date": null, "first_seen": "2026-05-06", "last_analyzed": "2026-08-23T17:12:37+00:00" }, { "ticker": "STRO", "name": "Sutro Biopharma, Inc.", "url": "https://frontierpicks.com/dossiers/STRO/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "binary-catalyst-biotech", "oncology-immunology", "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-05-13", "last_analyzed": "2026-08-23T17:12:37+00:00" }, { "ticker": "STUB", "name": "StubHub Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/STUB/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "travel-leisure", "fintech-consumer-credit" ], "catalyst_date": "2026-08-31", "first_seen": "2026-06-14", "last_analyzed": "2026-08-16T12:17:05+00:00" }, { "ticker": "SUPV", "name": "Grupo Supervielle S.A.", "url": "https://frontierpicks.com/dossiers/SUPV/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "emerging-markets" ], "catalyst_date": "2026-08-26", "first_seen": "2026-06-14", "last_analyzed": "2026-08-16T12:17:17+00:00" }, { "ticker": "SVV", "name": "Savers Value Village, Inc.", "url": "https://frontierpicks.com/dossiers/SVV/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation" ], "catalyst_date": "2026-09-11", "first_seen": "2026-06-14", "last_analyzed": "2026-08-16T12:20:30+00:00" }, { "ticker": "SXC", "name": "Suncoke Energy Inc", "url": "https://frontierpicks.com/dossiers/SXC/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "cyclical-industrials", "critical-materials-rare-earths", "freight-logistics" ], "catalyst_date": "2026-09-02", "first_seen": "2026-05-24", "last_analyzed": "2026-08-23T17:14:22+00:00" }, { "ticker": "SYNA", "name": "Synaptics Incorporated", "url": "https://frontierpicks.com/dossiers/SYNA/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "semiconductors-analog", "ai-chips-memory" ], "catalyst_date": "2026-08-25", "first_seen": "2026-05-08", "last_analyzed": "2026-08-23T17:16:26+00:00" }, { "ticker": "TAL", "name": "TAL Education Group", "url": "https://frontierpicks.com/dossiers/TAL/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "semi-foundry-equipment", "cyclical-industrials", "consumer-discretionary-rotation", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-08-31", "first_seen": "2026-07-31", "last_analyzed": "2026-08-23T11:50:30+00:00" }, { "ticker": "TASK", "name": "TaskUs, Inc.", "url": "https://frontierpicks.com/dossiers/TASK/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "physical-ai-robotics", "cyclical-industrials" ], "catalyst_date": null, "first_seen": "2026-07-29", "last_analyzed": "2026-08-22T10:10:10+00:00" }, { "ticker": "TBI", "name": "Trueblue, Inc.", "url": "https://frontierpicks.com/dossiers/TBI/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "industrial-power-grid", "managed-care-health-services", "small-cap-value-rotation" ], "catalyst_date": "2026-09-04", "first_seen": "2026-07-23", "last_analyzed": "2026-08-16T12:21:22+00:00" }, { "ticker": "TBRG", "name": "TruBridge, Inc.", "url": "https://frontierpicks.com/dossiers/TBRG/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "managed-care-health-services" ], "catalyst_date": null, "first_seen": "2026-04-26", "last_analyzed": "2026-08-15T12:03:24+00:00" }, { "ticker": "TDOC", "name": "Teladoc Health, Inc.", "url": "https://frontierpicks.com/dossiers/TDOC/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "managed-care-health-services", "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-07-14", "last_analyzed": "2026-08-15T09:26:42+00:00" }, { "ticker": "TDUP", "name": "ThredUp Inc.", "url": "https://frontierpicks.com/dossiers/TDUP/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "cyclical-industrials", "small-cap-value-rotation" ], "catalyst_date": null, "first_seen": "2026-06-29", "last_analyzed": "2026-08-16T12:20:46+00:00" }, { "ticker": "TECH", "name": "Bio-Techne Corp", "url": "https://frontierpicks.com/dossiers/TECH/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "medtech-diagnostics", "precision-biotech-therapeutics", "m-and-a-special-situations" ], "catalyst_date": null, "first_seen": "2026-06-26", "last_analyzed": "2026-08-15T09:27:13+00:00" }, { "ticker": "TEM", "name": "Tempus AI, Inc.", "url": "https://frontierpicks.com/dossiers/TEM/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "medtech-diagnostics" ], "catalyst_date": null, "first_seen": "2026-08-23", "last_analyzed": "2026-08-24T06:11:46+00:00" }, { "ticker": "TENB", "name": "Tenable Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/TENB/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "cybersecurity", "ai-enterprise-software", "cyclical-industrials" ], "catalyst_date": null, "first_seen": "2026-06-07", "last_analyzed": "2026-08-15T12:03:36+00:00" }, { "ticker": "TENX", "name": "Tenax Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/TENX/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "binary-catalyst-biotech", "precision-biotech-therapeutics" ], "catalyst_date": "2026-08-28", "first_seen": "2026-07-07", "last_analyzed": "2026-08-16T16:29:33+00:00" }, { "ticker": "TER", "name": "Teradyne, Inc.", "url": "https://frontierpicks.com/dossiers/TER/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "semi-foundry-equipment", "ai-chips-memory", "physical-ai-robotics" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-19", "last_analyzed": "2026-08-15T12:07:29+00:00" }, { "ticker": "TGTX", "name": "TG Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/TGTX/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "oncology-immunology", "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-06-18", "last_analyzed": "2026-08-16T12:25:43+00:00" }, { "ticker": "TH", "name": "Target Hospitality Corp.", "url": "https://frontierpicks.com/dossiers/TH/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "cyclical-industrials", "housing-homebuilders-proptech" ], "catalyst_date": null, "first_seen": "2026-04-19", "last_analyzed": "2026-08-15T12:07:02+00:00" }, { "ticker": "THC", "name": "Tenet Healthcare Corporation New", "url": "https://frontierpicks.com/dossiers/THC/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "managed-care-health-services" ], "catalyst_date": "2026-09-08", "first_seen": "2026-07-28", "last_analyzed": "2026-08-22T10:10:29+00:00" }, { "ticker": "TIC", "name": "TIC Solutions, Inc", "url": "https://frontierpicks.com/dossiers/TIC/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "m-and-a-special-situations" ], "catalyst_date": null, "first_seen": "2026-08-12", "last_analyzed": "2026-08-19T11:46:01+00:00" }, { "ticker": "TLN", "name": "Talen Energy Corporation", "url": "https://frontierpicks.com/dossiers/TLN/", "conviction": "LOW", "archetype": 3, "status": "DORMANT", "themes": [ "industrial-power-grid", "ai-datacenter-infrastructure", "nuclear-uranium" ], "catalyst_date": null, "first_seen": "2026-06-21", "last_analyzed": "2026-08-22T11:19:06+00:00" }, { "ticker": "TLRY", "name": "Tilray Brands, Inc.", "url": "https://frontierpicks.com/dossiers/TLRY/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "cannabis-reclassification", "bitcoin-miners" ], "catalyst_date": "2026-08-17", "first_seen": "2026-04-23", "last_analyzed": "2026-08-15T12:10:04+00:00" }, { "ticker": "TMC", "name": "TMC the metals company Inc.", "url": "https://frontierpicks.com/dossiers/TMC/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "critical-materials-rare-earths", "bitcoin-miners", "cyclical-industrials" ], "catalyst_date": "2026-08-21", "first_seen": "2026-05-07", "last_analyzed": "2026-08-15T12:10:13+00:00" }, { "ticker": "TNDM", "name": "Tandem Diabetes Care, Inc.", "url": "https://frontierpicks.com/dossiers/TNDM/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "medtech-diagnostics" ], "catalyst_date": null, "first_seen": "2026-06-17", "last_analyzed": "2026-08-16T12:24:06+00:00" }, { "ticker": "TORO", "name": "Toro Corp.", "url": "https://frontierpicks.com/dossiers/TORO/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "freight-logistics", "m-and-a-special-situations", "small-cap-value-rotation" ], "catalyst_date": "2026-09-11", "first_seen": "2026-04-28", "last_analyzed": "2026-08-15T12:13:58+00:00" }, { "ticker": "TRIP", "name": "TripAdvisor, Inc.", "url": "https://frontierpicks.com/dossiers/TRIP/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "travel-leisure", "ai-datacenter-infrastructure", "cyclical-industrials" ], "catalyst_date": null, "first_seen": "2026-06-16", "last_analyzed": "2026-08-16T12:27:13+00:00" }, { "ticker": "TSAT", "name": "Telesat Corporation Class A Common Shares and Class B Variable Voting Shares", "url": "https://frontierpicks.com/dossiers/TSAT/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "space-economy", "defense-aerospace" ], "catalyst_date": null, "first_seen": "2026-08-09", "last_analyzed": "2026-08-22T11:21:39+00:00" }, { "ticker": "TSHA", "name": "Taysha Gene Therapies, Inc.", "url": "https://frontierpicks.com/dossiers/TSHA/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "rare-disease-gene-therapy", "precision-biotech-therapeutics", "binary-catalyst-biotech" ], "catalyst_date": null, "first_seen": "2026-04-20", "last_analyzed": "2026-08-15T12:15:56+00:00" }, { "ticker": "TXN", "name": "Texas Instruments Incorporated", "url": "https://frontierpicks.com/dossiers/TXN/", "conviction": "LOW", "archetype": 3, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "semiconductors-analog", "ai-chips-memory" ], "catalyst_date": "2026-08-19", "first_seen": "2026-05-01", "last_analyzed": "2026-08-16T12:31:09+00:00" }, { "ticker": "UCTT", "name": "Ultra Clean Holdings, Inc.", "url": "https://frontierpicks.com/dossiers/UCTT/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "semi-foundry-equipment", "freight-logistics", "ai-chips-memory", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-08-25", "first_seen": "2026-04-19", "last_analyzed": "2026-08-15T12:20:06+00:00" }, { "ticker": "UI", "name": "Ubiquiti Inc.", "url": "https://frontierpicks.com/dossiers/UI/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "networking-optical", "squeeze-momentum-setups", "binary-catalyst-biotech" ], "catalyst_date": "2026-08-21", "first_seen": "2026-04-19", "last_analyzed": "2026-08-15T12:22:25+00:00" }, { "ticker": "UNIT", "name": "Uniti Group Inc.", "url": "https://frontierpicks.com/dossiers/UNIT/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "biofuels-low-carbon", "m-and-a-special-situations" ], "catalyst_date": null, "first_seen": "2026-04-19", "last_analyzed": "2026-08-15T12:24:07+00:00" }, { "ticker": "USO", "name": "United States Oil Fund, LP", "url": "https://frontierpicks.com/dossiers/USO/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "oil-energy-geopolitical", "freight-logistics" ], "catalyst_date": "2026-08-19", "first_seen": "2026-05-19", "last_analyzed": "2026-08-16T12:39:42+00:00" }, { "ticker": "UTZ", "name": "Utz Brands, Inc.", "url": "https://frontierpicks.com/dossiers/UTZ/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation" ], "catalyst_date": null, "first_seen": "2026-07-22", "last_analyzed": "2026-08-17T06:09:06+00:00" }, { "ticker": "VECO", "name": "Veeco Instruments Inc.", "url": "https://frontierpicks.com/dossiers/VECO/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "semi-foundry-equipment", "ai-chips-memory", "semiconductors-analog" ], "catalyst_date": null, "first_seen": "2026-04-22", "last_analyzed": "2026-08-16T12:43:14+00:00" }, { "ticker": "VERI", "name": "Veritone, Inc.", "url": "https://frontierpicks.com/dossiers/VERI/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "ai-enterprise-software", "ai-datacenter-infrastructure", "small-cap-value-rotation", "defense-aerospace" ], "catalyst_date": null, "first_seen": "2026-08-13", "last_analyzed": "2026-08-15T07:33:30+00:00" }, { "ticker": "VERU", "name": "Veru Inc.", "url": "https://frontierpicks.com/dossiers/VERU/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "small-cap-value-rotation" ], "catalyst_date": null, "first_seen": "2026-06-05", "last_analyzed": "2026-08-15T12:28:18+00:00" }, { "ticker": "VIA", "name": "Via Transportation, Inc.", "url": "https://frontierpicks.com/dossiers/VIA/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "ev-autonomous-mobility" ], "catalyst_date": null, "first_seen": "2026-08-23", "last_analyzed": "2026-08-24T06:11:51+00:00" }, { "ticker": "VIAV", "name": "Viavi Solutions Inc.", "url": "https://frontierpicks.com/dossiers/VIAV/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "networking-optical" ], "catalyst_date": "2026-08-26", "first_seen": "2026-04-19", "last_analyzed": "2026-08-24T06:11:49+00:00" }, { "ticker": "VICR", "name": "Vicor Corporation", "url": "https://frontierpicks.com/dossiers/VICR/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "industrial-power-grid" ], "catalyst_date": null, "first_seen": "2026-04-23", "last_analyzed": "2026-08-16T08:10:30+00:00" }, { "ticker": "VIR", "name": "Vir Biotechnology, Inc.", "url": "https://frontierpicks.com/dossiers/VIR/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "binary-catalyst-biotech", "oncology-immunology", "precision-biotech-therapeutics", "rare-disease-gene-therapy" ], "catalyst_date": null, "first_seen": "2026-04-19", "last_analyzed": "2026-08-15T12:31:38+00:00" }, { "ticker": "VKTX", "name": "Viking Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/VKTX/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-07-10", "last_analyzed": "2026-08-16T16:30:53+00:00" }, { "ticker": "VMI", "name": "Valmont Industries, Inc.", "url": "https://frontierpicks.com/dossiers/VMI/", "conviction": "LOW", "archetype": 3, "status": "DORMANT", "themes": [ "industrial-power-grid" ], "catalyst_date": null, "first_seen": "2026-04-23", "last_analyzed": "2026-08-17T06:09:07+00:00" }, { "ticker": "VOR", "name": "Vor Biopharma Inc.", "url": "https://frontierpicks.com/dossiers/VOR/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "oncology-immunology", "semi-foundry-equipment" ], "catalyst_date": null, "first_seen": "2026-07-12", "last_analyzed": "2026-08-22T11:21:01+00:00" }, { "ticker": "VPG", "name": "Vishay Precision Group, Inc.", "url": "https://frontierpicks.com/dossiers/VPG/", "conviction": "LOW", "archetype": 3, "status": "DORMANT", "themes": [ "semiconductors-analog", "ai-datacenter-infrastructure", "industrial-power-grid" ], "catalyst_date": null, "first_seen": "2026-05-13", "last_analyzed": "2026-08-23T11:24:34+00:00" }, { "ticker": "VREX", "name": "Varex Imaging Corporation", "url": "https://frontierpicks.com/dossiers/VREX/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "medtech-diagnostics" ], "catalyst_date": null, "first_seen": "2026-08-11", "last_analyzed": "2026-08-25T06:08:11+00:00" }, { "ticker": "VRNS", "name": "Varonis Systems, Inc.", "url": "https://frontierpicks.com/dossiers/VRNS/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "cybersecurity", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-09-09", "first_seen": "2026-07-12", "last_analyzed": "2026-08-22T11:22:23+00:00" }, { "ticker": "VSH", "name": "Vishay Intertechnology, Inc.", "url": "https://frontierpicks.com/dossiers/VSH/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "industrial-power-grid" ], "catalyst_date": "2026-09-10", "first_seen": "2026-04-19", "last_analyzed": "2026-08-17T06:09:07+00:00" }, { "ticker": "VSXY", "name": "Victorias Secret & Co.", "url": "https://frontierpicks.com/dossiers/VSXY/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation" ], "catalyst_date": "2026-09-03", "first_seen": "2026-06-14", "last_analyzed": "2026-08-16T12:46:31+00:00" }, { "ticker": "W", "name": "Wayfair Inc.", "url": "https://frontierpicks.com/dossiers/W/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "housing-homebuilders-proptech" ], "catalyst_date": null, "first_seen": "2026-06-16", "last_analyzed": "2026-08-16T12:46:45+00:00" }, { "ticker": "WDAY", "name": "Workday, Inc.", "url": "https://frontierpicks.com/dossiers/WDAY/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": "2026-08-27", "first_seen": "2026-07-28", "last_analyzed": "2026-08-22T10:13:20+00:00" }, { "ticker": "WEAV", "name": "Weave Communications, Inc.", "url": "https://frontierpicks.com/dossiers/WEAV/", "conviction": "LOW", "archetype": 3, "status": "DORMANT", "themes": [ "ai-enterprise-software", "ai-datacenter-infrastructure", "managed-care-health-services" ], "catalyst_date": null, "first_seen": "2026-07-15", "last_analyzed": "2026-08-15T09:29:46+00:00" }, { "ticker": "WGS", "name": "GeneDx Holdings Corp.", "url": "https://frontierpicks.com/dossiers/WGS/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "medtech-diagnostics" ], "catalyst_date": null, "first_seen": "2026-06-05", "last_analyzed": "2026-08-25T06:08:11+00:00" }, { "ticker": "WHD", "name": "Cactus, Inc.", "url": "https://frontierpicks.com/dossiers/WHD/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "oil-energy-geopolitical", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-08-31", "first_seen": "2026-08-03", "last_analyzed": "2026-08-22T10:16:47+00:00" }, { "ticker": "WING", "name": "Wingstop Inc.", "url": "https://frontierpicks.com/dossiers/WING/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "managed-care-health-services", "biofuels-low-carbon", "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-06-14", "last_analyzed": "2026-08-16T12:51:02+00:00" }, { "ticker": "WK", "name": "Workiva Inc.", "url": "https://frontierpicks.com/dossiers/WK/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software" ], "catalyst_date": "2026-09-14", "first_seen": "2026-08-21", "last_analyzed": "2026-08-22T07:28:49+00:00" }, { "ticker": "WLFC", "name": "Willis Lease Finance Corporation", "url": "https://frontierpicks.com/dossiers/WLFC/", "conviction": "LOW", "archetype": 2, "status": "DORMANT", "themes": [ "space-economy", "small-cap-value-rotation", "m-and-a-special-situations" ], "catalyst_date": "2026-08-24", "first_seen": "2026-07-08", "last_analyzed": "2026-08-16T16:38:48+00:00" }, { "ticker": "WPP", "name": "WPP PLC", "url": "https://frontierpicks.com/dossiers/WPP/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "ai-enterprise-software" ], "catalyst_date": "2026-09-02", "first_seen": "2026-07-29", "last_analyzed": "2026-08-22T10:17:27+00:00" }, { "ticker": "WRLD", "name": "World Acceptance Corporation", "url": "https://frontierpicks.com/dossiers/WRLD/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "fintech-consumer-credit", "small-cap-value-rotation" ], "catalyst_date": null, "first_seen": "2026-06-30", "last_analyzed": "2026-08-16T12:53:10+00:00" }, { "ticker": "WSC", "name": "WillScot Holdings Corporation", "url": "https://frontierpicks.com/dossiers/WSC/", "conviction": "LOW", "archetype": 3, "status": "DORMANT", "themes": [ "ai-datacenter-infrastructure", "industrial-power-grid", "space-economy", "m-and-a-special-situations" ], "catalyst_date": null, "first_seen": "2026-05-10", "last_analyzed": "2026-08-16T12:56:57+00:00" }, { "ticker": "WSM", "name": "Williams-Sonoma, Inc.", "url": "https://frontierpicks.com/dossiers/WSM/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "consumer-discretionary-rotation", "freight-logistics", "cyclical-industrials" ], "catalyst_date": "2026-08-27", "first_seen": "2026-06-17", "last_analyzed": "2026-08-16T12:58:35+00:00" }, { "ticker": "XENE", "name": "Xenon Pharmaceuticals Inc.", "url": "https://frontierpicks.com/dossiers/XENE/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "binary-catalyst-biotech" ], "catalyst_date": null, "first_seen": "2026-07-10", "last_analyzed": "2026-08-16T16:37:32+00:00" }, { "ticker": "XGN", "name": "Exagen Inc.", "url": "https://frontierpicks.com/dossiers/XGN/", "conviction": "LOW", "archetype": 7, "status": "DORMANT", "themes": [ "medtech-diagnostics" ], "catalyst_date": null, "first_seen": "2026-08-20", "last_analyzed": "2026-08-23T08:09:47+00:00" }, { "ticker": "XHG", "name": "XChange TEC.INC", "url": "https://frontierpicks.com/dossiers/XHG/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "m-and-a-special-situations" ], "catalyst_date": null, "first_seen": "2026-08-14", "last_analyzed": "2026-08-16T08:10:29+00:00" }, { "ticker": "XOS", "name": "Xos, Inc.", "url": "https://frontierpicks.com/dossiers/XOS/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "defense-aerospace", "ev-autonomous-mobility", "ai-chips-memory" ], "catalyst_date": null, "first_seen": "2026-08-19", "last_analyzed": "2026-08-22T07:30:44+00:00" }, { "ticker": "XRAY", "name": "DENTSPLY SIRONA Inc.", "url": "https://frontierpicks.com/dossiers/XRAY/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "medtech-diagnostics", "semi-foundry-equipment", "cyclical-industrials" ], "catalyst_date": "2026-09-01", "first_seen": "2026-07-16", "last_analyzed": "2026-08-15T09:31:21+00:00" }, { "ticker": "XRX", "name": "Xerox Holdings Corporation", "url": "https://frontierpicks.com/dossiers/XRX/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "m-and-a-special-situations", "cyclical-industrials" ], "catalyst_date": null, "first_seen": "2026-05-03", "last_analyzed": "2026-08-16T13:03:27+00:00" }, { "ticker": "XTLB", "name": "XTL Biopharmaceuticals Ltd.", "url": "https://frontierpicks.com/dossiers/XTLB/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "precision-biotech-therapeutics", "m-and-a-special-situations", "small-cap-value-rotation" ], "catalyst_date": null, "first_seen": "2026-04-30", "last_analyzed": "2026-08-16T13:01:55+00:00" }, { "ticker": "XXI", "name": "Twenty One Capital, Inc.", "url": "https://frontierpicks.com/dossiers/XXI/", "conviction": "LOW", "archetype": 1, "status": "DORMANT", "themes": [ "crypto-exchanges-financials" ], "catalyst_date": null, "first_seen": "2026-05-03", "last_analyzed": "2026-08-16T13:02:52+00:00" }, { "ticker": "YAAS", "name": "Youxin Technology Ltd", "url": "https://frontierpicks.com/dossiers/YAAS/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "semi-foundry-equipment", "crypto-exchanges-financials" ], "catalyst_date": null, "first_seen": "2026-04-28", "last_analyzed": "2026-08-16T13:06:11+00:00" }, { "ticker": "YEXT", "name": "Yext, Inc.", "url": "https://frontierpicks.com/dossiers/YEXT/", "conviction": "LOW", "archetype": 4, "status": "DORMANT", "themes": [ "ai-enterprise-software", "cyclical-industrials" ], "catalyst_date": "2026-09-01", "first_seen": "2026-07-12", "last_analyzed": "2026-08-22T11:25:47+00:00" }, { "ticker": "YSS", "name": "York Space Systems Inc.", "url": "https://frontierpicks.com/dossiers/YSS/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "space-economy" ], "catalyst_date": null, "first_seen": "2026-04-23", "last_analyzed": "2026-08-16T16:39:01+00:00" }, { "ticker": "ZBRA", "name": "Zebra Technologies Corporation", "url": "https://frontierpicks.com/dossiers/ZBRA/", "conviction": "LOW", "archetype": 3, "status": "DORMANT", "themes": [ "ai-enterprise-software", "physical-ai-robotics", "ai-chips-memory" ], "catalyst_date": null, "first_seen": "2026-08-07", "last_analyzed": "2026-08-22T10:17:56+00:00" }, { "ticker": "ZENA", "name": "ZenaTech, Inc.", "url": "https://frontierpicks.com/dossiers/ZENA/", "conviction": "LOW", "archetype": 6, "status": "DORMANT", "themes": [ "defense-aerospace", "cyclical-industrials", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-09-03", "first_seen": "2026-08-14", "last_analyzed": "2026-08-15T07:37:16+00:00" }, { "ticker": "ZS", "name": "Zscaler, Inc.", "url": "https://frontierpicks.com/dossiers/ZS/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "cybersecurity", "ai-datacenter-infrastructure" ], "catalyst_date": "2026-09-03", "first_seen": "2026-07-28", "last_analyzed": "2026-08-22T10:19:42+00:00" }, { "ticker": "ZVRA", "name": "Zevra Therapeutics, Inc.", "url": "https://frontierpicks.com/dossiers/ZVRA/", "conviction": "LOW", "archetype": 5, "status": "DORMANT", "themes": [ "rare-disease-gene-therapy", "binary-catalyst-biotech", "precision-biotech-therapeutics" ], "catalyst_date": null, "first_seen": "2026-06-11", "last_analyzed": "2026-08-16T13:10:20+00:00" } ], "journal_index": [ { "date": "2026-08-25", "url": "https://frontierpicks.com/journal/2026-08-25/", "regime": null }, { "date": "2026-08-24", "url": "https://frontierpicks.com/journal/2026-08-24/", "regime": "RISK-ON" }, { "date": "2026-08-22", "url": "https://frontierpicks.com/journal/2026-08-22/", "regime": "RISK-ON" }, { "date": "2026-08-21", "url": "https://frontierpicks.com/journal/2026-08-21/", "regime": "RISK-ON" }, { "date": "2026-08-20", "url": "https://frontierpicks.com/journal/2026-08-20/", "regime": "RISK-ON" }, { "date": "2026-08-19", "url": "https://frontierpicks.com/journal/2026-08-19/", "regime": "RISK-ON" }, { "date": "2026-08-15", "url": "https://frontierpicks.com/journal/2026-08-15/", "regime": "RISK-ON" }, { "date": "2026-08-14", "url": "https://frontierpicks.com/journal/2026-08-14/", "regime": "RISK-ON" }, { "date": "2026-08-13", "url": "https://frontierpicks.com/journal/2026-08-13/", "regime": "RISK-ON" }, { "date": "2026-08-12", "url": "https://frontierpicks.com/journal/2026-08-12/", "regime": "RISK-ON" }, { "date": "2026-08-11", "url": "https://frontierpicks.com/journal/2026-08-11/", "regime": "RISK-ON" }, { "date": "2026-08-10", "url": "https://frontierpicks.com/journal/2026-08-10/", "regime": "RISK-ON" }, { "date": "2026-08-08", "url": "https://frontierpicks.com/journal/2026-08-08/", "regime": "RISK-ON" }, { "date": "2026-08-07", "url": "https://frontierpicks.com/journal/2026-08-07/", "regime": "RISK-ON" }, { "date": "2026-08-06", "url": "https://frontierpicks.com/journal/2026-08-06/", "regime": "RISK-ON" }, { "date": "2026-08-04", "url": "https://frontierpicks.com/journal/2026-08-04/", "regime": "RISK-ON" }, { "date": "2026-08-03", "url": "https://frontierpicks.com/journal/2026-08-03/", "regime": "RISK-ON" }, { "date": "2026-08-01", "url": "https://frontierpicks.com/journal/2026-08-01/", "regime": "RISK-ON" }, { "date": "2026-07-30", "url": "https://frontierpicks.com/journal/2026-07-30/", "regime": "NEUTRAL" }, { "date": "2026-07-29", "url": "https://frontierpicks.com/journal/2026-07-29/", "regime": "RISK-ON" }, { "date": "2026-07-28", "url": "https://frontierpicks.com/journal/2026-07-28/", "regime": "RISK-ON" }, { "date": "2026-07-27", "url": "https://frontierpicks.com/journal/2026-07-27/", "regime": "RISK-ON" }, { "date": "2026-07-25", "url": "https://frontierpicks.com/journal/2026-07-25/", "regime": "NEUTRAL" }, { "date": "2026-07-24", "url": "https://frontierpicks.com/journal/2026-07-24/", "regime": "NEUTRAL" }, { "date": "2026-07-23", "url": "https://frontierpicks.com/journal/2026-07-23/", "regime": "RISK-ON" }, { "date": "2026-07-22", "url": "https://frontierpicks.com/journal/2026-07-22/", "regime": "RISK-ON" }, { "date": "2026-07-21", "url": "https://frontierpicks.com/journal/2026-07-21/", "regime": "RISK-ON" }, { "date": "2026-07-20", "url": "https://frontierpicks.com/journal/2026-07-20/", "regime": "RISK-ON" }, { "date": "2026-07-18", "url": "https://frontierpicks.com/journal/2026-07-18/", "regime": "RISK-ON" }, { "date": "2026-07-17", "url": "https://frontierpicks.com/journal/2026-07-17/", "regime": "RISK-ON" }, { "date": "2026-07-16", "url": "https://frontierpicks.com/journal/2026-07-16/", "regime": "RISK-ON" }, { "date": "2026-07-15", "url": "https://frontierpicks.com/journal/2026-07-15/", "regime": "RISK-ON" }, { "date": "2026-07-14", "url": "https://frontierpicks.com/journal/2026-07-14/", "regime": "RISK-ON" }, { "date": "2026-07-13", "url": "https://frontierpicks.com/journal/2026-07-13/", "regime": "RISK-ON" }, { "date": "2026-07-11", "url": "https://frontierpicks.com/journal/2026-07-11/", "regime": "RISK-ON" }, { "date": "2026-07-10", "url": "https://frontierpicks.com/journal/2026-07-10/", "regime": "RISK-ON" }, { "date": "2026-07-09", "url": "https://frontierpicks.com/journal/2026-07-09/", "regime": "RISK-ON" }, { "date": "2026-07-08", "url": "https://frontierpicks.com/journal/2026-07-08/", "regime": "RISK-ON" }, { "date": "2026-07-07", "url": "https://frontierpicks.com/journal/2026-07-07/", "regime": "RISK-ON" }, { "date": "2026-07-06", "url": "https://frontierpicks.com/journal/2026-07-06/", "regime": "RISK-ON" }, { "date": "2026-07-04", "url": "https://frontierpicks.com/journal/2026-07-04/", "regime": "RISK-ON" }, { "date": "2026-07-02", "url": "https://frontierpicks.com/journal/2026-07-02/", "regime": "RISK-ON" }, { "date": "2026-07-01", "url": "https://frontierpicks.com/journal/2026-07-01/", "regime": "RISK-ON" }, { "date": "2026-06-30", "url": "https://frontierpicks.com/journal/2026-06-30/", "regime": "RISK-ON" }, { "date": "2026-06-29", "url": "https://frontierpicks.com/journal/2026-06-29/", "regime": "RISK-ON" }, { "date": "2026-06-27", "url": "https://frontierpicks.com/journal/2026-06-27/", "regime": "RISK-ON" }, { "date": "2026-06-26", "url": "https://frontierpicks.com/journal/2026-06-26/", "regime": "RISK-ON" }, { "date": "2026-06-25", "url": "https://frontierpicks.com/journal/2026-06-25/", "regime": "RISK-ON" }, { "date": "2026-06-24", "url": "https://frontierpicks.com/journal/2026-06-24/", "regime": "RISK-ON" }, { "date": "2026-06-23", "url": "https://frontierpicks.com/journal/2026-06-23/", "regime": "RISK-ON" }, { "date": "2026-06-22", "url": "https://frontierpicks.com/journal/2026-06-22/", "regime": "RISK-ON" }, { "date": "2026-06-20", "url": "https://frontierpicks.com/journal/2026-06-20/", "regime": "NEUTRAL" }, { "date": "2026-06-18", "url": "https://frontierpicks.com/journal/2026-06-18/", "regime": "RISK-ON" }, { "date": "2026-06-17", "url": "https://frontierpicks.com/journal/2026-06-17/", "regime": "RISK-ON" }, { "date": "2026-06-16", "url": "https://frontierpicks.com/journal/2026-06-16/", "regime": "RISK-ON" }, { "date": "2026-06-15", "url": "https://frontierpicks.com/journal/2026-06-15/", "regime": "RISK-ON" }, { "date": "2026-06-13", "url": "https://frontierpicks.com/journal/2026-06-13/", "regime": "RISK-ON" }, { "date": "2026-06-12", "url": "https://frontierpicks.com/journal/2026-06-12/", "regime": "RISK-ON" }, { "date": "2026-06-11", "url": "https://frontierpicks.com/journal/2026-06-11/", "regime": "RISK-ON" }, { "date": "2026-06-10", "url": "https://frontierpicks.com/journal/2026-06-10/", "regime": "NEUTRAL" }, { "date": "2026-06-09", "url": "https://frontierpicks.com/journal/2026-06-09/", "regime": "NEUTRAL" }, { "date": "2026-06-08", "url": "https://frontierpicks.com/journal/2026-06-08/", "regime": "NEUTRAL" }, { "date": "2026-06-06", "url": "https://frontierpicks.com/journal/2026-06-06/", "regime": "NEUTRAL" }, { "date": "2026-06-05", "url": "https://frontierpicks.com/journal/2026-06-05/", "regime": "NEUTRAL" }, { "date": "2026-06-04", "url": "https://frontierpicks.com/journal/2026-06-04/", "regime": "RISK-ON" }, { "date": "2026-05-26", "url": "https://frontierpicks.com/journal/2026-05-26/", "regime": "RISK-ON" }, { "date": "2026-05-22", "url": "https://frontierpicks.com/journal/2026-05-22/", "regime": "RISK-ON" }, { "date": "2026-05-21", "url": "https://frontierpicks.com/journal/2026-05-21/", "regime": "RISK-ON" }, { "date": "2026-05-20", "url": "https://frontierpicks.com/journal/2026-05-20/", "regime": "NEUTRAL" }, { "date": "2026-05-19", "url": "https://frontierpicks.com/journal/2026-05-19/", "regime": "NEUTRAL" }, { "date": "2026-05-18", "url": "https://frontierpicks.com/journal/2026-05-18/", "regime": "NEUTRAL" }, { "date": "2026-05-15", "url": "https://frontierpicks.com/journal/2026-05-15/", "regime": "NEUTRAL" }, { "date": "2026-05-14", "url": "https://frontierpicks.com/journal/2026-05-14/", "regime": "RISK-ON" }, { "date": "2026-05-13", "url": "https://frontierpicks.com/journal/2026-05-13/", "regime": "NEUTRAL" }, { "date": "2026-05-12", "url": "https://frontierpicks.com/journal/2026-05-12/", "regime": "RISK-ON" }, { "date": "2026-05-11", "url": "https://frontierpicks.com/journal/2026-05-11/", "regime": "RISK-ON" }, { "date": "2026-05-08", "url": "https://frontierpicks.com/journal/2026-05-08/", "regime": "NEUTRAL" }, { "date": "2026-05-07", "url": "https://frontierpicks.com/journal/2026-05-07/", "regime": "RISK-ON" }, { "date": "2026-05-06", "url": "https://frontierpicks.com/journal/2026-05-06/", "regime": "RISK-ON" }, { "date": "2026-05-05", "url": "https://frontierpicks.com/journal/2026-05-05/", "regime": "NEUTRAL" }, { "date": "2026-05-04", "url": "https://frontierpicks.com/journal/2026-05-04/", "regime": "NEUTRAL" }, { "date": "2026-05-01", "url": "https://frontierpicks.com/journal/2026-05-01/", "regime": "RISK-ON" }, { "date": "2026-04-30", "url": "https://frontierpicks.com/journal/2026-04-30/", "regime": "NEUTRAL" }, { "date": "2026-04-29", "url": "https://frontierpicks.com/journal/2026-04-29/", "regime": "NEUTRAL" }, { "date": "2026-04-28", "url": "https://frontierpicks.com/journal/2026-04-28/", "regime": "NEUTRAL" }, { "date": "2026-04-27", "url": "https://frontierpicks.com/journal/2026-04-27/", "regime": "RISK-ON" }, { "date": "2026-04-26", "url": "https://frontierpicks.com/journal/2026-04-26/", "regime": "RISK-ON" }, { "date": "2026-04-24", "url": "https://frontierpicks.com/journal/2026-04-24/", "regime": "RISK-ON" }, { "date": "2026-04-23", "url": "https://frontierpicks.com/journal/2026-04-23/", "regime": "RISK-ON" }, { "date": "2026-04-22", "url": "https://frontierpicks.com/journal/2026-04-22/", "regime": "RISK-ON" }, { "date": "2026-04-21", "url": "https://frontierpicks.com/journal/2026-04-21/", "regime": "RISK-ON" }, { "date": "2026-04-19", "url": "https://frontierpicks.com/journal/2026-04-19/", "regime": "RISK-ON" }, { "date": "2026-03-11", "url": "https://frontierpicks.com/journal/2026-03-11/", "regime": null }, { "date": "2026-03-10", "url": "https://frontierpicks.com/journal/2026-03-10/", "regime": null }, { "date": "2026-03-09", "url": "https://frontierpicks.com/journal/2026-03-09/", "regime": "RISK-OFF" } ], "book": { "url": "https://frontierpicks.com/holdings/", "attributes": [ "ticker", "name", "conviction", "archetype", "themes", "thesis", "invalidation", "covered_since", "catalyst_date" ], "held": [ { "ticker": "HUM", "name": "Humana Inc.", "url": "https://frontierpicks.com/dossiers/HUM/", "conviction": "MEDIUM", "archetype": 1, "themes": [ "managed-care-health-services" ], "covered_since": "2026-05-14", "catalyst_date": "2026-09-08" }, { "ticker": "IRDM", "name": "Iridium Communications Inc", "url": "https://frontierpicks.com/dossiers/IRDM/", "conviction": "MEDIUM", "archetype": 5, "themes": [ "m-and-a-special-situations", "space-economy" ], "covered_since": "2026-04-19", "catalyst_date": "2026-09-24" }, { "ticker": "MRCY", "name": "Mercury Systems Inc", "url": "https://frontierpicks.com/dossiers/MRCY/", "conviction": "MEDIUM", "archetype": 4, "themes": [ "defense-aerospace", "cyclical-industrials" ], "covered_since": "2026-07-06", "catalyst_date": "2026-08-26" }, { "ticker": "MU", "name": "Micron Technology, Inc.", "url": "https://frontierpicks.com/dossiers/MU/", "conviction": "MEDIUM", "archetype": 2, "themes": [ "ai-chips-memory" ], "covered_since": "2026-04-19", "catalyst_date": "2026-08-26" }, { "ticker": "OKTA", "name": "Okta, Inc.", "url": "https://frontierpicks.com/dossiers/OKTA/", "conviction": "MEDIUM", "archetype": 7, "themes": [ "cybersecurity", "ai-enterprise-software", "ai-datacenter-infrastructure" ], "covered_since": "2026-06-05", "catalyst_date": "2026-08-26" }, { "ticker": "RXO", "name": "RXO, Inc.", "url": "https://frontierpicks.com/dossiers/RXO/", "conviction": "MEDIUM", "archetype": 1, "themes": [ "freight-logistics", "cyclical-industrials", "managed-care-health-services" ], "covered_since": "2026-04-20", "catalyst_date": "2026-08-26" }, { "ticker": "ARCB", "name": "ArcBest Corporation", "url": "https://frontierpicks.com/dossiers/ARCB/", "conviction": "LOW", "archetype": 4, "themes": [ "freight-logistics", "cyclical-industrials" ], "covered_since": "2026-06-09", "catalyst_date": "2026-09-01" }, { "ticker": "ATEX", "name": "Anterix Inc.", "url": "https://frontierpicks.com/dossiers/ATEX/", "conviction": "LOW", "archetype": 7, "themes": [ "industrial-power-grid", "squeeze-momentum-setups" ], "covered_since": "2026-05-12", "catalyst_date": "2026-08-26" }, { "ticker": "CNC", "name": "Centene Corporation", "url": "https://frontierpicks.com/dossiers/CNC/", "conviction": "LOW", "archetype": 5, "themes": [ "managed-care-health-services" ], "covered_since": "2026-04-29", "catalyst_date": "2026-09-08" }, { "ticker": "DAVE", "name": "Dave Inc.", "url": "https://frontierpicks.com/dossiers/DAVE/", "conviction": "LOW", "archetype": 1, "themes": [ "fintech-consumer-credit", "squeeze-momentum-setups" ], "covered_since": "2026-04-26", "catalyst_date": "2026-08-26" }, { "ticker": "DELL", "name": "Dell Technologies Inc.", "url": "https://frontierpicks.com/dossiers/DELL/", "conviction": "LOW", "archetype": 2, "themes": [ "ai-datacenter-infrastructure" ], "covered_since": "2026-04-19", "catalyst_date": "2026-08-26" }, { "ticker": "HNGE", "name": "Hinge Health, Inc.", "url": "https://frontierpicks.com/dossiers/HNGE/", "conviction": "LOW", "archetype": 1, "themes": [ "managed-care-health-services", "ai-enterprise-software" ], "covered_since": "2026-05-10", "catalyst_date": "2026-08-31" }, { "ticker": "HPE", "name": "Hewlett Packard Enterprise Company", "url": "https://frontierpicks.com/dossiers/HPE/", "conviction": "LOW", "archetype": 4, "themes": [ "ai-datacenter-infrastructure", "ai-enterprise-software", "ai-chips-memory" ], "covered_since": "2026-05-27", "catalyst_date": "2026-09-02" }, { "ticker": "JBHT", "name": "J.B. Hunt Transport Services, Inc.", "url": "https://frontierpicks.com/dossiers/JBHT/", "conviction": "LOW", "archetype": 1, "themes": [ "freight-logistics", "cyclical-industrials" ], "covered_since": "2026-07-06", "catalyst_date": "2026-09-09" }, { "ticker": "LSTR", "name": "Landstar System, Inc.", "url": "https://frontierpicks.com/dossiers/LSTR/", "conviction": "LOW", "archetype": 7, "themes": [ "freight-logistics", "managed-care-health-services", "ai-datacenter-infrastructure" ], "covered_since": "2026-06-16", "catalyst_date": "2026-09-09" }, { "ticker": "MRVL", "name": "Marvell Technology, Inc.", "url": "https://frontierpicks.com/dossiers/MRVL/", "conviction": "LOW", "archetype": 2, "themes": [ "ai-datacenter-infrastructure", "ai-chips-memory" ], "covered_since": "2026-04-19", "catalyst_date": "2026-08-27" }, { "ticker": "NTAP", "name": "NetApp, Inc.", "url": "https://frontierpicks.com/dossiers/NTAP/", "conviction": "LOW", "archetype": 4, "themes": [ "ai-datacenter-infrastructure", "ai-chips-memory" ], "covered_since": "2026-06-05", "catalyst_date": "2026-09-02" }, { "ticker": "OSCR", "name": "Oscar Health, Inc.", "url": "https://frontierpicks.com/dossiers/OSCR/", "conviction": "LOW", "archetype": 5, "themes": [ "managed-care-health-services" ], "covered_since": "2026-04-29", "catalyst_date": "2026-09-16" }, { "ticker": "SEZL", "name": "Sezzle Inc.", "url": "https://frontierpicks.com/dossiers/SEZL/", "conviction": "LOW", "archetype": 1, "themes": [ "fintech-consumer-credit" ], "covered_since": "2026-05-08", "catalyst_date": "2026-08-27" }, { "ticker": "SIMO", "name": "Silicon Motion Technology Corporation", "url": "https://frontierpicks.com/dossiers/SIMO/", "conviction": "LOW", "archetype": 2, "themes": [ "ai-chips-memory", "ai-datacenter-infrastructure" ], "covered_since": "2026-04-30", "catalyst_date": "2026-08-26" }, { "ticker": "SNX", "name": "TD SYNNEX Corporation", "url": "https://frontierpicks.com/dossiers/SNX/", "conviction": "LOW", "archetype": 3, "themes": [ "ai-datacenter-infrastructure", "ai-enterprise-software" ], "covered_since": "2026-04-21", "catalyst_date": "2026-08-26" }, { "ticker": "STX", "name": "Seagate Technology Holdings PLC", "url": "https://frontierpicks.com/dossiers/STX/", "conviction": "LOW", "archetype": 2, "themes": [ "ai-chips-memory", "ai-datacenter-infrastructure" ], "covered_since": "2026-04-19", "catalyst_date": "2026-08-26" }, { "ticker": "TXG", "name": "10x Genomics, Inc.", "url": "https://frontierpicks.com/dossiers/TXG/", "conviction": "LOW", "archetype": 4, "themes": [ "medtech-diagnostics", "ai-enterprise-software" ], "covered_since": "2026-04-20", "catalyst_date": "2026-09-09" }, { "ticker": "UMC", "name": "United Microelectronic Corp.", "url": "https://frontierpicks.com/dossiers/UMC/", "conviction": "LOW", "archetype": 4, "themes": [ "semi-foundry-equipment", "networking-optical", "ai-datacenter-infrastructure" ], "covered_since": "2026-05-01", "catalyst_date": "2026-08-31" }, { "ticker": "WDC", "name": "Western Digital Corporation", "url": "https://frontierpicks.com/dossiers/WDC/", "conviction": "LOW", "archetype": 2, "themes": [ "ai-chips-memory", "ai-datacenter-infrastructure", "networking-optical" ], "covered_since": "2026-04-19", "catalyst_date": "2026-08-26" }, { "ticker": "XMTR", "name": "Xometry, Inc.", "url": "https://frontierpicks.com/dossiers/XMTR/", "conviction": "LOW", "archetype": 3, "themes": [ "cyclical-industrials", "physical-ai-robotics", "small-cap-value-rotation" ], "covered_since": "2026-05-08", "catalyst_date": "2026-09-01" }, { "ticker": "XPO", "name": "XPO, Inc.", "url": "https://frontierpicks.com/dossiers/XPO/", "conviction": "LOW", "archetype": 1, "themes": [ "freight-logistics", "cyclical-industrials", "m-and-a-special-situations" ], "covered_since": "2026-07-06", "catalyst_date": "2026-09-03" } ], "watchlist": [ { "ticker": "CRWV", "name": "CoreWeave, Inc.", "url": "https://frontierpicks.com/dossiers/CRWV/", "conviction": "MEDIUM", "archetype": 1, "themes": [ "gpu-cloud-neoclouds" ] }, { "ticker": "HOOD", "name": "Robinhood Markets, Inc.", "url": "https://frontierpicks.com/dossiers/HOOD/", "conviction": "MEDIUM", "archetype": 1, "themes": [ "crypto-exchanges-financials" ] }, { "ticker": "UUUU", "name": "Energy Fuels Inc.", "url": "https://frontierpicks.com/dossiers/UUUU/", "conviction": "MEDIUM", "archetype": 1, "themes": [ "critical-materials-rare-earths", "nuclear-uranium" ] }, { "ticker": "AAOI", "name": "Applied Optoelectronics, Inc.", "url": "https://frontierpicks.com/dossiers/AAOI/", "conviction": "LOW", "archetype": 2, "themes": [ "networking-optical" ] }, { "ticker": "AEHR", "name": "Aehr Test Systems", "url": "https://frontierpicks.com/dossiers/AEHR/", "conviction": "LOW", "archetype": 2, "themes": [ "semi-foundry-equipment" ] }, { "ticker": "AMSC", "name": "American Superconductor Corporation", "url": "https://frontierpicks.com/dossiers/AMSC/", "conviction": "LOW", "archetype": 2, "themes": [ "industrial-power-grid" ] }, { "ticker": "APLD", "name": "Applied Digital Corporation", "url": "https://frontierpicks.com/dossiers/APLD/", "conviction": "LOW", "archetype": 4, "themes": [ "gpu-cloud-neoclouds" ] }, { "ticker": "ASML", "name": "ASML Holding N.V.", "url": "https://frontierpicks.com/dossiers/ASML/", "conviction": "LOW", "archetype": 2, "themes": [ "semi-foundry-equipment" ] }, { "ticker": "ASTS", "name": "AST SpaceMobile, Inc.", "url": "https://frontierpicks.com/dossiers/ASTS/", "conviction": "LOW", "archetype": 6, "themes": [ "space-economy" ] }, { "ticker": "AVGO", "name": "Broadcom Inc.", "url": "https://frontierpicks.com/dossiers/AVGO/", "conviction": "LOW", "archetype": 2, "themes": [ "ai-chips-memory" ] }, { "ticker": "AXTI", "name": "AXT Inc", "url": "https://frontierpicks.com/dossiers/AXTI/", "conviction": "LOW", "archetype": 2, "themes": [ "semi-foundry-equipment" ] }, { "ticker": "CCJ", "name": "Cameco Corporation", "url": "https://frontierpicks.com/dossiers/CCJ/", "conviction": "LOW", "archetype": 3, "themes": [ "nuclear-uranium" ] }, { "ticker": "CEG", "name": "Constellation Energy Corporation", "url": "https://frontierpicks.com/dossiers/CEG/", "conviction": "LOW", "archetype": 3, "themes": [ "nuclear-uranium" ] }, { "ticker": "COIN", "name": "Coinbase Global, Inc.", "url": "https://frontierpicks.com/dossiers/COIN/", "conviction": "LOW", "archetype": 1, "themes": [ "crypto-exchanges-financials" ] }, { "ticker": "CRCL", "name": "Circle Internet Group, Inc.", "url": "https://frontierpicks.com/dossiers/CRCL/", "conviction": "LOW", "archetype": 5, "themes": [ "crypto-exchanges-financials" ] }, { "ticker": "IONQ", "name": "IonQ, Inc.", "url": "https://frontierpicks.com/dossiers/IONQ/", "conviction": "LOW", "archetype": 6, "themes": [ "quantum-computing" ] }, { "ticker": "IREN", "name": "IREN Limited", "url": "https://frontierpicks.com/dossiers/IREN/", "conviction": "LOW", "archetype": 4, "themes": [ "gpu-cloud-neoclouds" ] }, { "ticker": "LITE", "name": "Lumentum Holdings Inc.", "url": "https://frontierpicks.com/dossiers/LITE/", "conviction": "LOW", "archetype": 2, "themes": [ "networking-optical" ] }, { "ticker": "META", "name": "Meta Platforms, Inc.", "url": "https://frontierpicks.com/dossiers/META/", "conviction": "LOW", "archetype": 1, "themes": [ "megacap-ai-platforms" ] }, { "ticker": "MSTR", "name": "Strategy Inc", "url": "https://frontierpicks.com/dossiers/MSTR/", "conviction": "LOW", "archetype": 6, "themes": [ "crypto-exchanges-financials" ] }, { "ticker": "MTUM", "name": "", "url": "https://frontierpicks.com/dossiers/MTUM/", "conviction": "LOW", "archetype": 1, "themes": [ "ai-chips-memory", "ai-datacenter-infrastructure", "semi-foundry-equipment", "oil-energy-geopolitical" ] }, { "ticker": "NNE", "name": "Nano Nuclear Energy Inc.", "url": "https://frontierpicks.com/dossiers/NNE/", "conviction": "LOW", "archetype": 1, "themes": [ "nuclear-uranium" ] }, { "ticker": "OKLO", "name": "Oklo Inc.", "url": "https://frontierpicks.com/dossiers/OKLO/", "conviction": "LOW", "archetype": 5, "themes": [ "nuclear-uranium" ] }, { "ticker": "PL", "name": "Planet Labs PBC", "url": "https://frontierpicks.com/dossiers/PL/", "conviction": "LOW", "archetype": 1, "themes": [ "space-economy" ] }, { "ticker": "PLTR", "name": "Palantir Technologies Inc.", "url": "https://frontierpicks.com/dossiers/PLTR/", "conviction": "LOW", "archetype": 1, "themes": [ "ai-enterprise-software" ] }, { "ticker": "QBTS", "name": "D-Wave Quantum Inc.", "url": "https://frontierpicks.com/dossiers/QBTS/", "conviction": "LOW", "archetype": 6, "themes": [ "quantum-computing" ] }, { "ticker": "QUBT", "name": "Quantum Computing Inc.", "url": "https://frontierpicks.com/dossiers/QUBT/", "conviction": "LOW", "archetype": 6, "themes": [ "quantum-computing" ] }, { "ticker": "RGTI", "name": "Rigetti Computing, Inc.", "url": "https://frontierpicks.com/dossiers/RGTI/", "conviction": "LOW", "archetype": 6, "themes": [ "quantum-computing" ] }, { "ticker": "SMR", "name": "NuScale Power Corporation", "url": "https://frontierpicks.com/dossiers/SMR/", "conviction": "LOW", "archetype": 5, "themes": [ "nuclear-uranium" ] }, { "ticker": "SPCX", "name": "SpaceX (Space Exploration Technologies Corp.)", "url": "https://frontierpicks.com/dossiers/SPCX/", "conviction": "LOW", "archetype": 1, "themes": [ "space-economy", "ai-datacenter-infrastructure", "gpu-cloud-neoclouds" ] }, { "ticker": "TSEM", "name": "Tower Semiconductor Ltd.", "url": "https://frontierpicks.com/dossiers/TSEM/", "conviction": "LOW", "archetype": 2, "themes": [ "semi-foundry-equipment" ] }, { "ticker": "TSLA", "name": "Tesla, Inc.", "url": "https://frontierpicks.com/dossiers/TSLA/", "conviction": "LOW", "archetype": 1, "themes": [ "ev-autonomous-mobility" ] }, { "ticker": "VST", "name": "Vistra Corp.", "url": "https://frontierpicks.com/dossiers/VST/", "conviction": "LOW", "archetype": 3, "themes": [ "nuclear-uranium" ] } ] } }