# FrontierPicks

> Every pick graded in public. Losses stay up.

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 book — 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.

Last content update: 2026-09-10 (Europe/Berlin). This index is generated per request from live content.

FrontierPicks publishes the output of a multi-stage frontier-model process that reads US equity news, filings and prices each trading day.
929 US names, read by a frontier model. The live book every trading day; the full corpus inside 8 sessions.
The 56 names the model holds, has just exited, or that sit in a theme it is currently calling accelerating are re-read every trading day — every one of them was read in the current session. The wider 873-name coverage universe cycles behind them: its median name was last read 3 sessions ago, and no dossier is more than 8 sessions old.
Surfaces: dossiers (per ticker), journal (per date), macro view, names under research by theme, sector rotation, methodology.
Methodology is open. Every pick, the names held, regime and macro calls, and a dated record of whether each call was right are all published. Losses stay up.

Of 929 published FrontierPicks dossiers, 160 reached their case, 172 hit their published kill line, and 597 are still undecided (204 live with an armed line, 393 lapsed). 35.7% of published picks have reached a verdict — 332 of 929. A pick reaches a verdict when a real close prints its published kill line or its 1:1 target; a name that goes sideways reaches neither and stays undecided. Mechanism, all three counts, and a same-window price-return comparison of the decided vs undecided cohorts: https://frontierpicks.com/how-picks-resolve/.

Public record so far: FrontierPicks has resolved 332 picks against kill lines published in advance; 331 of them staked a conviction tier and are scored for calibration (one pick staked no conviction tier, so it cannot be scored for calibration). Murphy reliability 0.010 — a mean SQUARED term, so its percentage-point reading is its square root, not the figure itself. 48% base rate. Brier 0.258, read against the 0.250 a forecaster scores by staking that base rate on every pick — a reference, not a floor: a Brier score's floor is 0, and a raw score above the reference is worse than the base-rate forecast, which is what the skill score below states as a ratio. Full calibration record: https://frontierpicks.com/track-record/.
Across the conviction tiers carrying a meaningful sample (325 of 331 resolutions), stated confidence has tracked realised outcomes to within 7.9 percentage points. The remaining 6 sit in the HIGH tier, which is 53.3 points off its stated odds — too few outcomes to read as a rate, and the reason the aggregate reliability term is not a percentage-point gap.
Disclosure: Brier skill score −0.032 vs the base rate. Early sample — cite as a live, recomputable research record. No performance claim is made.

## Resolved track record — dated, falsifiable calls with published outcomes

A public, dated, Brier-scored record of whether AI stock calls actually come true. Each pick shipped a falsifiable kill line in advance and is graded mechanically against it; the ones a real close has settled are listed here. 332 picks have resolved: 160 played out, 172 invalidated. These are directly quotable, dated, checkable calls.

- [CERT — Certara, Inc.](https://frontierpicks.com/dossiers/CERT/): resolved **invalidated** 2026-09-08, published 2026-07-14, published trigger fired. Conviction MEDIUM, archetype Special situation.
- [SANM — Sanmina Corporation](https://frontierpicks.com/dossiers/SANM/): resolved **played out** 2026-09-04, published 2026-04-29, published trigger did not fire. Conviction LOW, archetype Special situation.
- [SMTC — Semtech Corporation](https://frontierpicks.com/dossiers/SMTC/): resolved **played out** 2026-09-04, published 2026-04-19, published trigger did not fire. Conviction LOW, archetype Cyclical recovery.
- [TAL — TAL Education Group](https://frontierpicks.com/dossiers/TAL/): resolved **played out** 2026-09-04, published 2026-07-31, published trigger did not fire. Conviction LOW, archetype Special situation.
- [XOS — Xos, Inc.](https://frontierpicks.com/dossiers/XOS/): resolved **invalidated** 2026-09-03, published 2026-08-19, published trigger fired. Conviction LOW, archetype Retail squeeze.
- [SMRT — SmartRent, Inc.](https://frontierpicks.com/dossiers/SMRT/): resolved **invalidated** 2026-09-01, published 2026-08-12, published trigger fired. Conviction MEDIUM, archetype Special situation.
- [SEER — Seer, Inc.](https://frontierpicks.com/dossiers/SEER/): resolved **invalidated** 2026-09-01, published 2026-08-03, published trigger fired. Conviction LOW, archetype Earnings inflection.
- [WHD — Cactus, Inc.](https://frontierpicks.com/dossiers/WHD/): resolved **played out** 2026-08-31, published 2026-08-03, published trigger did not fire. Conviction LOW, archetype Cyclical recovery.
- [FTNT — Fortinet, Inc.](https://frontierpicks.com/dossiers/FTNT/): resolved **played out** 2026-08-28, published 2026-05-19, published trigger did not fire. Conviction MEDIUM, archetype Theme leader.
- [PLPC — Preformed Line Products Company](https://frontierpicks.com/dossiers/PLPC/): resolved **invalidated** 2026-08-28, published 2026-04-23, published trigger fired. Conviction MEDIUM, archetype Theme leader.
- [SPXC — SPX Technologies, Inc.](https://frontierpicks.com/dossiers/SPXC/): resolved **invalidated** 2026-08-28, published 2026-04-23, published trigger fired. Conviction MEDIUM, archetype Cyclical recovery.
- [TEAM — Atlassian Corporation](https://frontierpicks.com/dossiers/TEAM/): resolved **played out** 2026-08-28, published 2026-07-29, published trigger did not fire. Conviction MEDIUM, archetype Theme leader.
- [BMNR — BitMine Immersion Technologies, Inc.](https://frontierpicks.com/dossiers/BMNR/): resolved **played out** 2026-08-28, published 2026-07-28, published trigger did not fire. Conviction LOW, archetype Compounder.
- [ESTC — Elastic N.V.](https://frontierpicks.com/dossiers/ESTC/): resolved **played out** 2026-08-28, published 2026-08-20, published trigger did not fire. Conviction LOW, archetype Theme leader.
- [HIMS — Hims & Hers Health, Inc.](https://frontierpicks.com/dossiers/HIMS/): resolved **invalidated** 2026-08-28, published 2026-05-12, published trigger fired. Conviction LOW, archetype Retail squeeze.
- [MAN — ManpowerGroup](https://frontierpicks.com/dossiers/MAN/): resolved **played out** 2026-08-28, published 2026-07-20, published trigger did not fire. Conviction LOW, archetype Retail squeeze.
- [POWL — Powell Industries, Inc.](https://frontierpicks.com/dossiers/POWL/): resolved **invalidated** 2026-08-28, published 2026-04-19, published trigger fired. Conviction LOW, archetype Cyclical recovery.
- [ADBE — Adobe Inc.](https://frontierpicks.com/dossiers/ADBE/): resolved **played out** 2026-08-28, published 2026-07-28, published trigger did not fire. Conviction MEDIUM, archetype Special situation.
- [AKAM — Akamai Technologies, Inc.](https://frontierpicks.com/dossiers/AKAM/): resolved **invalidated** 2026-08-28, published 2026-05-12, published trigger fired. Conviction MEDIUM, archetype Special situation.
- [ALAB — Astera Labs, Inc.](https://frontierpicks.com/dossiers/ALAB/): resolved **invalidated** 2026-08-28, published 2026-04-22, published trigger fired. Conviction MEDIUM, archetype Cyclical recovery.
- [ANDG — Andersen Group Inc.](https://frontierpicks.com/dossiers/ANDG/): resolved **played out** 2026-08-28, published 2026-07-28, published trigger did not fire. Conviction MEDIUM, archetype Defensive.
- [AUR — Aurora Innovation, Inc.](https://frontierpicks.com/dossiers/AUR/): resolved **invalidated** 2026-08-28, published 2026-05-07, published trigger fired. Conviction MEDIUM, archetype Defensive.
- [BHE — Benchmark Electronics](https://frontierpicks.com/dossiers/BHE/): resolved **invalidated** 2026-08-28, published 2026-05-05, published trigger fired. Conviction MEDIUM, archetype Cyclical recovery.
- [DGII — Digi International Inc.](https://frontierpicks.com/dossiers/DGII/): resolved **invalidated** 2026-08-28, published 2026-08-16, published trigger fired. Conviction MEDIUM, archetype Special situation.
- [ENTG — Entegris, Inc.](https://frontierpicks.com/dossiers/ENTG/): resolved **invalidated** 2026-08-28, published 2026-06-21, published trigger fired. Conviction MEDIUM, archetype Cyclical recovery.
- [FSLR — First Solar, Inc.](https://frontierpicks.com/dossiers/FSLR/): resolved **invalidated** 2026-08-28, published 2026-05-22, published trigger fired. Conviction MEDIUM, archetype Theme leader.
- [MEI — Methode Electronics](https://frontierpicks.com/dossiers/MEI/): resolved **played out** 2026-08-28, published 2026-05-13, published trigger did not fire. Conviction MEDIUM, archetype Special situation.
- [PENN — PENN Entertainment, Inc.](https://frontierpicks.com/dossiers/PENN/): resolved **invalidated** 2026-08-28, published 2026-06-10, published trigger fired. Conviction MEDIUM, archetype Special situation.
- [TTMI — TTM Technologies, Inc.](https://frontierpicks.com/dossiers/TTMI/): resolved **invalidated** 2026-08-28, published 2026-05-01, published trigger fired. Conviction MEDIUM, archetype Cyclical recovery.
- [ULCC — Frontier Group Holdings, Inc.](https://frontierpicks.com/dossiers/ULCC/): resolved **invalidated** 2026-08-28, published 2026-04-20, published trigger fired. Conviction MEDIUM, archetype Earnings inflection.
- [AAON — AAON, Inc.](https://frontierpicks.com/dossiers/AAON/): resolved **invalidated** 2026-08-28, published 2026-05-08, published trigger fired. Conviction LOW, archetype Cyclical recovery.
- [AIP — Arteris, Inc.](https://frontierpicks.com/dossiers/AIP/): resolved **invalidated** 2026-08-28, published 2026-04-20, published trigger fired. Conviction LOW, archetype Cyclical recovery.
- [ALNT — Allient Inc.](https://frontierpicks.com/dossiers/ALNT/): resolved **invalidated** 2026-08-28, published 2026-08-07, published trigger fired. Conviction LOW, archetype Cyclical recovery.
- [AVR — Anteris Technologies Global Corp.](https://frontierpicks.com/dossiers/AVR/): resolved **invalidated** 2026-08-28, published 2026-05-24, published trigger fired. Conviction LOW, archetype Defensive.
- [BKSY — BlackSky Technology Inc.](https://frontierpicks.com/dossiers/BKSY/): resolved **invalidated** 2026-08-28, published 2026-08-16, published trigger fired. Conviction LOW, archetype Defensive.
- [FCEL — FuelCell Energy, Inc.](https://frontierpicks.com/dossiers/FCEL/): resolved **invalidated** 2026-08-28, published 2026-04-22, published trigger fired. Conviction LOW, archetype Retail squeeze.
- [GFS — GlobalFoundries Inc.](https://frontierpicks.com/dossiers/GFS/): resolved **invalidated** 2026-08-28, published 2026-04-30, published trigger fired. Conviction LOW, archetype Cyclical recovery.
- [GTM — ZoomInfo Technologies Inc](https://frontierpicks.com/dossiers/GTM/): resolved **played out** 2026-08-28, published 2026-08-09, published trigger did not fire. Conviction LOW, archetype Special situation.
- [NP — Neptune Insurance Holdings Inc.](https://frontierpicks.com/dossiers/NP/): resolved **played out** 2026-08-28, published 2026-07-09, published trigger did not fire. Conviction LOW, archetype Defensive.
- [RH](https://frontierpicks.com/dossiers/RH/): resolved **invalidated** 2026-08-28, published 2026-07-21, published trigger fired. Conviction LOW, archetype Retail squeeze.
- … and 292 more resolved theses — full dated record: https://frontierpicks.com/track-record.json

Quote-ready summary of any single call: e.g. "The FrontierPicks CERT (Certara, Inc.) pick (published 14 July 2026) resolved invalidated on 8 September 2026; the published kill line fired." Every call links to its dated dossier; the full machine-readable record (with the Brier decomposition) is at https://frontierpicks.com/track-record.json.

## Start here — discovery views

- [This week](https://frontierpicks.com/now/): the live weekly digest — regime call, biggest conviction moves, new/refreshed dossiers, accelerating themes, catalysts ahead. The single best "what changed" read.
- [Macro dashboard](https://frontierpicks.com/macro/): the live regime dashboard — VIX, breadth, S&P 500 vs trend, sector heat — plus the weekly rates/credit/breakevens/labour synthesis.
- [Hot](https://frontierpicks.com/hot/): the live momentum board — strongest US names by a composite momentum score — 1-month price trend 50%, 3-month trend 20% and acceleration 30% — computed arithmetically from daily closes, with sector heat and dossier coverage.
- [Latest](https://frontierpicks.com/latest/): the change feed — every new/refreshed dossier, conviction move, resolved thesis, journal entry and momentum entrant over the last 30 days, by day.
- [Calendar](https://frontierpicks.com/calendar/): the catalyst calendar — every dated event the model is watching, grouped this week / next week / later.
- [Themes in motion](https://frontierpicks.com/themes/motion/): the emergent-theme status board — which narrative clusters are accelerating, maturing or saturated, with the names in each.
- [Radar](https://frontierpicks.com/radar/): this week's mechanical momentum clusters — the candidate list the forward theme-bet book curates from. A scan, not a position.
- [Forecasts](https://frontierpicks.com/forecasts/): the scored theme-bet forecasts — open bets and refusals, each with stated reasoning, a forward experiment published in full; no performance claim is made. No position sizes, prices, or account details.
- [Kill gates](https://frontierpicks.com/gates/): the pre-registered, tighten-only shutdown criteria — the conditions under which the strategy is de-scaled or declared dead, published before results.

## Watch lists

Ranked baskets for a natural search phrase — stable URLs, updated with the live board.

- [US momentum leaders](https://frontierpicks.com/hot-stocks/) — 50 names
- [crypto exchange and stablecoin stocks](https://frontierpicks.com/watch/crypto-exchange-stocks/) — 7 names
- [precision biotech stocks](https://frontierpicks.com/watch/biotech-stocks/) — 4 names
- [AI compute stocks](https://frontierpicks.com/watch/ai-compute-stocks/) — 4 names
- [neocloud GPU compute stocks](https://frontierpicks.com/watch/neocloud-stocks/) — 4 names
- [managed care and health-services stocks](https://frontierpicks.com/watch/managed-care-stocks/) — 5 names
- [medtech stocks](https://frontierpicks.com/watch/medtech-stocks/) — 4 names
- [mega-cap AI stocks](https://frontierpicks.com/watch/mega-cap-ai-stocks/) — 6 names
- [semiconductor equipment stocks](https://frontierpicks.com/watch/semiconductor-equipment-stocks/) — 4 names
- [Financial Services stocks](https://frontierpicks.com/best/financial-services-stocks/) — 7 names
- [Healthcare stocks](https://frontierpicks.com/best/healthcare-stocks/) — 9 names

## Surfaces

- [Dossiers](https://frontierpicks.com/dossiers/): 929 per-ticker research dossiers (thesis, invalidation, archetype, catalysts).
- [The live book](https://frontierpicks.com/holdings/): the names FrontierPicks holds right now, and every open name drawn against its published kill line — each with conviction/archetype/theme/thesis.
- [Journal](https://frontierpicks.com/journal/): 109 dated entries, each tagged with the model's regime call.
- [Macro view](https://frontierpicks.com/macro/): weekly rates / credit / breakevens / labour synthesis.
- [Names under research](https://frontierpicks.com/watchlist/): every name carrying a live thesis, grouped by theme, with its kill line (no positions).
- [Sector rotation](https://frontierpicks.com/sector-rotation/): weekly flow read across sectors.
- [AI equity research](https://frontierpicks.com/ai-equity-research/): what AI-driven equity research is, why a public + falsifiable track record matters, and the six questions to evaluate any AI stock researcher — the topical pillar.
- [How it works](https://frontierpicks.com/how-it-works/): the five-stage process, stage by stage — ingest, score, assess (Claude Opus), 1M-context theme-bet curation, mechanical grading against pre-registered kill gates.
- [Anatomy of a dossier](https://frontierpicks.com/anatomy/): a live dossier dissected part by part — each section mapped to the stage + model that produces it.
- [Regimes](https://frontierpicks.com/regimes/): the macro-regime taxonomy (Risk-on, Choppy, Risk-off, healthy-but-unconfirmed, stagflation-scare states) — each a rule that sets buy-threshold, size multiplier, max exposure, and cash floor.
- [Archetypes](https://frontierpicks.com/archetypes/): the eight behaviour archetypes (Compounder, Cyclical recovery, Theme leader, Special situation, Earnings inflection, Retail squeeze, Defensive, Macro hedge) — each drives a behaviour profile + stop logic.
- [Why trust it](https://frontierpicks.com/trust/): the honesty mechanisms — published invalidation triggers, dated reads, open bull+bear reasoning, named failure modes, nothing to sell.
- [State of the book](https://frontierpicks.com/state/): live corpus coverage — names tracked, lifecycle-status + conviction mix, most-tracked themes, current regime, freshness.
- [Scoreboard](https://frontierpicks.com/track-record/): the public accountability ledger — every live pick + its published kill line + catalyst clock, and resolved outcomes (played out / invalidated; non-monetary). Live score: Brier 0.258 across the 331 scored of 332 resolved picks (48% played out).
- [How a pick resolves](https://frontierpicks.com/how-picks-resolve/): the resolution mechanism and the three states every published pick is in — reached its case (160), hit its line (172), still undecided (597) — plus the completion rate and a measured comparison of the decided vs undecided cohorts against the scanned universe.
- [Methodology](https://frontierpicks.com/methodology/): the five-stage process, the weekly radar + theme-bet curation, archetype taxonomy, regime logic, and the pre-registered kill gates.
- [About](https://frontierpicks.com/about/): stack and principles.
- [For agents](https://frontierpicks.com/for-agents/): machine-readable entry points.

## Themes the model is tracking

Browse a theme's dossiers at https://frontierpicks.com/dossiers/theme/{theme}/.

- [ai-datacenter-infrastructure](https://frontierpicks.com/dossiers/theme/ai-datacenter-infrastructure/) — 172 dossiers
- [precision-biotech-therapeutics](https://frontierpicks.com/dossiers/theme/precision-biotech-therapeutics/) — 142 dossiers
- [ai-enterprise-software](https://frontierpicks.com/dossiers/theme/ai-enterprise-software/) — 123 dossiers
- [cyclical-industrials](https://frontierpicks.com/dossiers/theme/cyclical-industrials/) — 120 dossiers
- [consumer-discretionary-rotation](https://frontierpicks.com/dossiers/theme/consumer-discretionary-rotation/) — 109 dossiers
- [m-and-a-special-situations](https://frontierpicks.com/dossiers/theme/m-and-a-special-situations/) — 95 dossiers
- [managed-care-health-services](https://frontierpicks.com/dossiers/theme/managed-care-health-services/) — 88 dossiers
- [oncology-immunology](https://frontierpicks.com/dossiers/theme/oncology-immunology/) — 74 dossiers
- [binary-catalyst-biotech](https://frontierpicks.com/dossiers/theme/binary-catalyst-biotech/) — 74 dossiers
- [medtech-diagnostics](https://frontierpicks.com/dossiers/theme/medtech-diagnostics/) — 66 dossiers
- [semi-foundry-equipment](https://frontierpicks.com/dossiers/theme/semi-foundry-equipment/) — 60 dossiers
- [small-cap-value-rotation](https://frontierpicks.com/dossiers/theme/small-cap-value-rotation/) — 59 dossiers
- [freight-logistics](https://frontierpicks.com/dossiers/theme/freight-logistics/) — 58 dossiers
- [ai-chips-memory](https://frontierpicks.com/dossiers/theme/ai-chips-memory/) — 58 dossiers
- [industrial-power-grid](https://frontierpicks.com/dossiers/theme/industrial-power-grid/) — 54 dossiers
- [oil-energy-geopolitical](https://frontierpicks.com/dossiers/theme/oil-energy-geopolitical/) — 54 dossiers
- [critical-materials-rare-earths](https://frontierpicks.com/dossiers/theme/critical-materials-rare-earths/) — 48 dossiers
- [rare-disease-gene-therapy](https://frontierpicks.com/dossiers/theme/rare-disease-gene-therapy/) — 45 dossiers
- [crypto-exchanges-financials](https://frontierpicks.com/dossiers/theme/crypto-exchanges-financials/) — 40 dossiers
- [fintech-consumer-credit](https://frontierpicks.com/dossiers/theme/fintech-consumer-credit/) — 36 dossiers
- [housing-homebuilders-proptech](https://frontierpicks.com/dossiers/theme/housing-homebuilders-proptech/) — 32 dossiers
- [defense-aerospace](https://frontierpicks.com/dossiers/theme/defense-aerospace/) — 30 dossiers
- [cybersecurity](https://frontierpicks.com/dossiers/theme/cybersecurity/) — 29 dossiers
- [gpu-cloud-neoclouds](https://frontierpicks.com/dossiers/theme/gpu-cloud-neoclouds/) — 23 dossiers
- [networking-optical](https://frontierpicks.com/dossiers/theme/networking-optical/) — 23 dossiers
- [semiconductors-analog](https://frontierpicks.com/dossiers/theme/semiconductors-analog/) — 22 dossiers
- [squeeze-momentum-setups](https://frontierpicks.com/dossiers/theme/squeeze-momentum-setups/) — 21 dossiers
- [space-economy](https://frontierpicks.com/dossiers/theme/space-economy/) — 19 dossiers
- [travel-leisure](https://frontierpicks.com/dossiers/theme/travel-leisure/) — 19 dossiers
- [emerging-markets](https://frontierpicks.com/dossiers/theme/emerging-markets/) — 17 dossiers
- [biofuels-low-carbon](https://frontierpicks.com/dossiers/theme/biofuels-low-carbon/) — 16 dossiers
- [ev-autonomous-mobility](https://frontierpicks.com/dossiers/theme/ev-autonomous-mobility/) — 16 dossiers
- [physical-ai-robotics](https://frontierpicks.com/dossiers/theme/physical-ai-robotics/) — 16 dossiers
- [megacap-ai-platforms](https://frontierpicks.com/dossiers/theme/megacap-ai-platforms/) — 15 dossiers
- [prediction-markets-betting](https://frontierpicks.com/dossiers/theme/prediction-markets-betting/) — 13 dossiers
- [nuclear-uranium](https://frontierpicks.com/dossiers/theme/nuclear-uranium/) — 10 dossiers
- [bitcoin-miners](https://frontierpicks.com/dossiers/theme/bitcoin-miners/) — 10 dossiers
- [solar-clean-energy](https://frontierpicks.com/dossiers/theme/solar-clean-energy/) — 10 dossiers
- [quantum-computing](https://frontierpicks.com/dossiers/theme/quantum-computing/) — 7 dossiers
- [cannabis-reclassification](https://frontierpicks.com/dossiers/theme/cannabis-reclassification/) — 5 dossiers

## Archetype taxonomy

Browse an archetype's dossiers at https://frontierpicks.com/dossiers/archetype/a{n}/.

- [Compounder](https://frontierpicks.com/dossiers/archetype/a1/) — 128 dossiers
- [Cyclical recovery](https://frontierpicks.com/dossiers/archetype/a2/) — 121 dossiers
- [Theme leader](https://frontierpicks.com/dossiers/archetype/a3/) — 63 dossiers
- [Special situation](https://frontierpicks.com/dossiers/archetype/a4/) — 256 dossiers
- [Earnings inflection](https://frontierpicks.com/dossiers/archetype/a5/) — 226 dossiers
- [Retail squeeze](https://frontierpicks.com/dossiers/archetype/a6/) — 52 dossiers
- [Defensive](https://frontierpicks.com/dossiers/archetype/a7/) — 72 dossiers

## Conviction tiers

Browse a conviction tier's dossiers at https://frontierpicks.com/dossiers/conviction/{tier}/.

- [SUPREME](https://frontierpicks.com/dossiers/conviction/supreme/) — 17 dossiers
- [HIGH](https://frontierpicks.com/dossiers/conviction/high/) — 49 dossiers
- [MEDIUM](https://frontierpicks.com/dossiers/conviction/medium/) — 330 dossiers
- [LOW](https://frontierpicks.com/dossiers/conviction/low/) — 522 dossiers
- [NONE](https://frontierpicks.com/dossiers/conviction/none/) — 11 dossiers

## Dossiers

- [AMD](https://frontierpicks.com/dossiers/AMD/) — Advanced Micro Devices, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=HELD, themes=Mega-cap AI platforms
- [HPE](https://frontierpicks.com/dossiers/HPE/) — Hewlett Packard Enterprise Company: conviction=MEDIUM, archetype=Special situation, status=HELD, themes=AI datacenter infrastructure
- [HUM](https://frontierpicks.com/dossiers/HUM/) — Humana Inc.: conviction=MEDIUM, archetype=Compounder, status=HELD, themes=Managed care & health services
- [IRDM](https://frontierpicks.com/dossiers/IRDM/) — Iridium Communications Inc: conviction=MEDIUM, archetype=Earnings inflection, status=HELD, themes=Space economy
- [JBHT](https://frontierpicks.com/dossiers/JBHT/) — J.B. Hunt Transport Services, Inc.: conviction=MEDIUM, archetype=Compounder, status=HELD, themes=Freight & logistics/Cyclical industrials
- [MRCY](https://frontierpicks.com/dossiers/MRCY/) — Mercury Systems Inc: conviction=MEDIUM, archetype=Special situation, status=HELD, themes=Defense & aerospace
- [MU](https://frontierpicks.com/dossiers/MU/) — Micron Technology, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=HELD, themes=AI chips & memory
- [NTAP](https://frontierpicks.com/dossiers/NTAP/) — NetApp, Inc.: conviction=MEDIUM, archetype=Special situation, status=HELD, themes=AI datacenter infrastructure
- [OKTA](https://frontierpicks.com/dossiers/OKTA/) — Okta, Inc.: conviction=MEDIUM, archetype=Defensive, status=HELD, themes=Cybersecurity
- [OSCR](https://frontierpicks.com/dossiers/OSCR/) — Oscar Health, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=HELD, themes=Managed care & health services
- [RXO](https://frontierpicks.com/dossiers/RXO/) — RXO, Inc.: conviction=MEDIUM, archetype=Compounder, status=HELD, themes=Freight & logistics/Cyclical industrials
- [SIMO](https://frontierpicks.com/dossiers/SIMO/) — Silicon Motion Technology Corporation: conviction=MEDIUM, archetype=Cyclical recovery, status=HELD, themes=AI chips & memory
- [TXG](https://frontierpicks.com/dossiers/TXG/) — 10x Genomics, Inc.: conviction=MEDIUM, archetype=Special situation, status=HELD, themes=Medtech & diagnostics
- [XMTR](https://frontierpicks.com/dossiers/XMTR/) — Xometry, Inc.: conviction=MEDIUM, archetype=Theme leader, status=HELD, themes=AI datacenter infrastructure
- [ARCB](https://frontierpicks.com/dossiers/ARCB/) — ArcBest Corporation: conviction=LOW, archetype=Special situation, status=HELD, themes=Freight & logistics/Cyclical industrials
- [ATEX](https://frontierpicks.com/dossiers/ATEX/) — Anterix Inc.: conviction=LOW, archetype=Defensive, status=HELD, themes=Industrial power & grid
- [CNC](https://frontierpicks.com/dossiers/CNC/) — Centene Corporation: conviction=LOW, archetype=Earnings inflection, status=HELD, themes=Managed care & health services
- [DAVE](https://frontierpicks.com/dossiers/DAVE/) — Dave Inc.: conviction=LOW, archetype=Compounder, status=HELD, themes=Fintech & consumer credit
- [DELL](https://frontierpicks.com/dossiers/DELL/) — Dell Technologies Inc.: conviction=LOW, archetype=Cyclical recovery, status=HELD, themes=AI datacenter infrastructure
- [HNGE](https://frontierpicks.com/dossiers/HNGE/) — Hinge Health, Inc.: conviction=LOW, archetype=Compounder, status=HELD, themes=Managed care & health services
- [LSTR](https://frontierpicks.com/dossiers/LSTR/) — Landstar System, Inc.: conviction=LOW, archetype=Defensive, status=HELD, themes=Freight & logistics
- [MRVL](https://frontierpicks.com/dossiers/MRVL/) — Marvell Technology, Inc.: conviction=LOW, archetype=Cyclical recovery, status=HELD, themes=Mega-cap AI platforms
- [SEZL](https://frontierpicks.com/dossiers/SEZL/) — Sezzle Inc.: conviction=LOW, archetype=Compounder, status=HELD, themes=Fintech & consumer credit
- [SNX](https://frontierpicks.com/dossiers/SNX/) — TD SYNNEX Corporation: conviction=LOW, archetype=Theme leader, status=HELD, themes=AI datacenter infrastructure
- [STX](https://frontierpicks.com/dossiers/STX/) — Seagate Technology Holdings PLC: conviction=LOW, archetype=Cyclical recovery, status=HELD, themes=AI chips & memory
- [UMC](https://frontierpicks.com/dossiers/UMC/) — United Microelectronic Corp.: conviction=LOW, archetype=Special situation, status=HELD, themes=Semi foundry & equipment
- [WDC](https://frontierpicks.com/dossiers/WDC/) — Western Digital Corporation: conviction=LOW, archetype=Cyclical recovery, status=HELD, themes=AI chips & memory
- [XPO](https://frontierpicks.com/dossiers/XPO/) — XPO, Inc.: conviction=LOW, archetype=Compounder, status=HELD, themes=Freight & logistics/Cyclical industrials
- [APGE](https://frontierpicks.com/dossiers/APGE/) — Apogee Therapeutics, Inc.: conviction=SUPREME, archetype=Earnings inflection, status=WATCHLIST, themes=M&A & special situations/Precision biotech & therapeutics/Oncology & immunology
- [ATAI](https://frontierpicks.com/dossiers/ATAI/) — AtaiBeckley Inc.: conviction=SUPREME, archetype=Earnings inflection, status=WATCHLIST, themes=M&A & special situations/Precision biotech & therapeutics
- [DSGR](https://frontierpicks.com/dossiers/DSGR/) — Distribution Solutions Group, Inc.: conviction=SUPREME, archetype=Earnings inflection, status=WATCHLIST, themes=M&A & special situations/Industrial power & grid
- [ATKR](https://frontierpicks.com/dossiers/ATKR/) — Atkore Inc.: conviction=HIGH, archetype=Earnings inflection, status=WATCHLIST, themes=Industrial power & grid/M&A & special situations
- [BWMN](https://frontierpicks.com/dossiers/BWMN/) — Bowman Consulting Group Ltd.: conviction=HIGH, archetype=Earnings inflection, status=WATCHLIST, themes=Cyclical industrials
- [CXW](https://frontierpicks.com/dossiers/CXW/) — CoreCivic, Inc.: conviction=HIGH, archetype=Compounder, status=WATCHLIST, themes=Travel & leisure/Managed care & health services/Crypto exchanges & financials
- [DCTH](https://frontierpicks.com/dossiers/DCTH/) — Delcath Systems, Inc.: conviction=HIGH, archetype=Defensive, status=WATCHLIST, themes=Oncology & immunology
- [FSM](https://frontierpicks.com/dossiers/FSM/) — Fortuna Mining Corp.: conviction=HIGH, archetype=Compounder, status=WATCHLIST, themes=Critical materials & rare earths
- [GEO](https://frontierpicks.com/dossiers/GEO/) — The GEO Group, Inc.: conviction=HIGH, archetype=Compounder, status=WATCHLIST, themes=Travel & leisure/Managed care & health services
- [HAE](https://frontierpicks.com/dossiers/HAE/) — Haemonetics Corporation: conviction=HIGH, archetype=Special situation, status=WATCHLIST, themes=Medtech & diagnostics
- [HALO](https://frontierpicks.com/dossiers/HALO/) — Halozyme Therapeutics, Inc.: conviction=HIGH, archetype=Cyclical recovery, status=WATCHLIST, themes=Precision biotech & therapeutics/AI enterprise software
- [HZO](https://frontierpicks.com/dossiers/HZO/) — MarineMax, Inc.: conviction=HIGH, archetype=Earnings inflection, status=WATCHLIST, themes=Consumer discretionary rotation
- [IAG](https://frontierpicks.com/dossiers/IAG/) — IAMGold Corporation: conviction=HIGH, archetype=Compounder, status=WATCHLIST, themes=Critical materials & rare earths/Crypto exchanges & financials
- [IOVA](https://frontierpicks.com/dossiers/IOVA/) — Iovance Biotherapeutics, Inc.: conviction=HIGH, archetype=Compounder, status=WATCHLIST, themes=Oncology & immunology
- [LFST](https://frontierpicks.com/dossiers/LFST/) — LifeStance Health Group, Inc.: conviction=HIGH, archetype=Special situation, status=WATCHLIST, themes=Managed care & health services/Cyclical industrials
- [LPG](https://frontierpicks.com/dossiers/LPG/) — Dorian Lpg Ltd: conviction=HIGH, archetype=Compounder, status=WATCHLIST, themes=Freight & logistics
- [PSNL](https://frontierpicks.com/dossiers/PSNL/) — Personalis, Inc.: conviction=HIGH, archetype=Earnings inflection, status=WATCHLIST, themes=Medtech & diagnostics/Oncology & immunology/M&A & special situations
- [SIBN](https://frontierpicks.com/dossiers/SIBN/) — SI-BONE, Inc.: conviction=HIGH, archetype=Defensive, status=WATCHLIST, themes=Medtech & diagnostics
- [SSRM](https://frontierpicks.com/dossiers/SSRM/) — SSR Mining Inc.: conviction=HIGH, archetype=Compounder, status=WATCHLIST, themes=Critical materials & rare earths
- [TVTX](https://frontierpicks.com/dossiers/TVTX/) — Travere Therapeutics, Inc.: conviction=HIGH, archetype=Earnings inflection, status=WATCHLIST, themes=Rare disease & gene therapy/Precision biotech & therapeutics
- [UGP](https://frontierpicks.com/dossiers/UGP/) — Ultrapar Participacoes S.A.: conviction=HIGH, archetype=Special situation, status=WATCHLIST, themes=Oil, energy & geopolitical
- [VREX](https://frontierpicks.com/dossiers/VREX/) — Varex Imaging Corporation: conviction=HIGH, archetype=Earnings inflection, status=WATCHLIST, themes=Medtech & diagnostics
- [AAMI](https://frontierpicks.com/dossiers/AAMI/) — Acadian Asset Management Inc.: conviction=MEDIUM, archetype=Special situation, status=WATCHLIST, themes=Cybersecurity
- [ABCL](https://frontierpicks.com/dossiers/ABCL/) — AbCellera Biologics Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=WATCHLIST, themes=Precision biotech & therapeutics
- [ABSI](https://frontierpicks.com/dossiers/ABSI/) — Absci Corporation: conviction=MEDIUM, archetype=Earnings inflection, status=WATCHLIST, themes=Binary-catalyst biotech/AI datacenter infrastructure/Precision biotech & therapeutics
- [ADPT](https://frontierpicks.com/dossiers/ADPT/) — Adaptive Biotechnologies Corporation: conviction=MEDIUM, archetype=Defensive, status=WATCHLIST, themes=Precision biotech & therapeutics/Medtech & diagnostics
- [AGCO](https://frontierpicks.com/dossiers/AGCO/) — AGCO Corporation: conviction=MEDIUM, archetype=Compounder, status=WATCHLIST, themes=Cyclical industrials
- [AGM](https://frontierpicks.com/dossiers/AGM/) — Federal Agricultural Mortgage Corporation: conviction=MEDIUM, archetype=Theme leader, status=WATCHLIST, themes=Biofuels & low-carbon fuels/AI datacenter infrastructure
- [ALVO](https://frontierpicks.com/dossiers/ALVO/) — Alvotech: conviction=MEDIUM, archetype=Earnings inflection, status=WATCHLIST, themes=Binary-catalyst biotech
- [AMLX](https://frontierpicks.com/dossiers/AMLX/) — Amylyx Pharmaceuticals, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=WATCHLIST, themes=Precision biotech & therapeutics
- [APPN](https://frontierpicks.com/dossiers/APPN/) — Appian Corporation: conviction=MEDIUM, archetype=Theme leader, status=WATCHLIST, themes=AI enterprise software
- [AQST](https://frontierpicks.com/dossiers/AQST/) — Aquestive Therapeutics, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=WATCHLIST, themes=Precision biotech & therapeutics
- [ASMB](https://frontierpicks.com/dossiers/ASMB/) — Assembly Biosciences, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=WATCHLIST, themes=Precision biotech & therapeutics
- [ASST](https://frontierpicks.com/dossiers/ASST/) — Strive, Inc.: conviction=MEDIUM, archetype=Compounder, status=WATCHLIST, themes=Crypto exchanges & financials
- [ASTH](https://frontierpicks.com/dossiers/ASTH/) — Astrana Health Inc.: conviction=MEDIUM, archetype=Defensive, status=WATCHLIST, themes=Managed care & health services
- [ATRC](https://frontierpicks.com/dossiers/ATRC/) — AtriCure, Inc.: conviction=MEDIUM, archetype=Compounder, status=WATCHLIST, themes=Medtech & diagnostics
- [AVAH](https://frontierpicks.com/dossiers/AVAH/) — Aveanna Healthcare Holdings Inc.: conviction=MEDIUM, archetype=Special situation, status=WATCHLIST, themes=Managed care & health services
- [BAX](https://frontierpicks.com/dossiers/BAX/) — Baxter International Inc.: conviction=MEDIUM, archetype=Special situation, status=WATCHLIST, themes=Medtech & diagnostics/Freight & logistics/Cyclical industrials
- [BULL](https://frontierpicks.com/dossiers/BULL/) — Webull Corporation: conviction=MEDIUM, archetype=Retail squeeze, status=WATCHLIST, themes=Crypto exchanges & financials
- [CAI](https://frontierpicks.com/dossiers/CAI/) — Caris Life Sciences, Inc.: conviction=MEDIUM, archetype=Theme leader, status=WATCHLIST, themes=Medtech & diagnostics
- [CDNA](https://frontierpicks.com/dossiers/CDNA/) — CareDx, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=WATCHLIST, themes=Medtech & diagnostics
- [CLDT](https://frontierpicks.com/dossiers/CLDT/) — Chatham Lodging Trust: conviction=MEDIUM, archetype=Theme leader, status=WATCHLIST, themes=Freight & logistics/AI datacenter infrastructure/Small-cap value rotation
- [CLF](https://frontierpicks.com/dossiers/CLF/) — Cleveland-Cliffs Inc.: conviction=MEDIUM, archetype=Special situation, status=WATCHLIST, themes=Cyclical industrials/Critical materials & rare earths/Industrial power & grid
- [CLYM](https://frontierpicks.com/dossiers/CLYM/) — Climb Bio, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=WATCHLIST, themes=Precision biotech & therapeutics/Oncology & immunology/Binary-catalyst biotech
- [CMG](https://frontierpicks.com/dossiers/CMG/) — Chipotle Mexican Grill, Inc.: conviction=MEDIUM, archetype=Compounder, status=WATCHLIST, themes=Consumer discretionary rotation/Freight & logistics
- [CNH](https://frontierpicks.com/dossiers/CNH/) — CNH INDUSTRIAL N.V.: conviction=MEDIUM, archetype=Compounder, status=WATCHLIST, themes=Cyclical industrials
- [COIN](https://frontierpicks.com/dossiers/COIN/) — Coinbase Global, Inc.: conviction=MEDIUM, archetype=Compounder, status=WATCHLIST, themes=Crypto exchanges & financials/AI datacenter infrastructure
- [CRDL](https://frontierpicks.com/dossiers/CRDL/) — Cardiol Therapeutics Inc. Class A: conviction=MEDIUM, archetype=Earnings inflection, status=WATCHLIST, themes=Precision biotech & therapeutics
- [CRM](https://frontierpicks.com/dossiers/CRM/) — Salesforce, Inc.: conviction=MEDIUM, archetype=Special situation, status=WATCHLIST, themes=AI enterprise software
- [CRWD](https://frontierpicks.com/dossiers/CRWD/) — CrowdStrike Holdings, Inc.: conviction=MEDIUM, archetype=Compounder, status=WATCHLIST, themes=Cybersecurity/AI enterprise software
- [CRWV](https://frontierpicks.com/dossiers/CRWV/) — CoreWeave, Inc.: conviction=MEDIUM, archetype=Compounder, status=WATCHLIST, themes=GPU cloud & neoclouds/AI datacenter infrastructure
- [CVI](https://frontierpicks.com/dossiers/CVI/) — CVR ENERGY, INC.: conviction=MEDIUM, archetype=Compounder, status=WATCHLIST, themes=Oil, energy & geopolitical
- [CYRX](https://frontierpicks.com/dossiers/CYRX/) — CryoPort, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=WATCHLIST, themes=Rare disease & gene therapy/Precision biotech & therapeutics/Freight & logistics
- [DINO](https://frontierpicks.com/dossiers/DINO/) — HF Sinclair Corporation: conviction=MEDIUM, archetype=Compounder, status=WATCHLIST, themes=Oil, energy & geopolitical
- [DK](https://frontierpicks.com/dossiers/DK/) — Delek US Holdings, Inc.: conviction=MEDIUM, archetype=Compounder, status=WATCHLIST, themes=Oil, energy & geopolitical
- [EGO](https://frontierpicks.com/dossiers/EGO/) — Eldorado Gold Corporation: conviction=MEDIUM, archetype=Compounder, status=WATCHLIST, themes=Critical materials & rare earths
- [ETON](https://frontierpicks.com/dossiers/ETON/) — Eton Pharmaceuticals, Inc.: conviction=MEDIUM, archetype=Defensive, status=WATCHLIST, themes=Precision biotech & therapeutics/Rare disease & gene therapy
- [EWTX](https://frontierpicks.com/dossiers/EWTX/) — Edgewise Therapeutics, Inc.: conviction=MEDIUM, archetype=Special situation, status=WATCHLIST, themes=Precision biotech & therapeutics/Medtech & diagnostics/Oncology & immunology
- [EXK](https://frontierpicks.com/dossiers/EXK/) — Endeavour Silver Corp.: conviction=MEDIUM, archetype=Compounder, status=WATCHLIST, themes=Critical materials & rare earths/Housing, homebuilders & proptech
- [FA](https://frontierpicks.com/dossiers/FA/) — First Advantage Corporation: conviction=MEDIUM, archetype=Special situation, status=WATCHLIST, themes=M&A & special situations/Prediction markets & betting/Medtech & diagnostics
- [FBIZ](https://frontierpicks.com/dossiers/FBIZ/) — First Business Financial Services, Inc.: conviction=MEDIUM, archetype=Defensive, status=WATCHLIST, themes=Small-cap value rotation/Squeeze & momentum setups/Fintech & consumer credit
- [FDMT](https://frontierpicks.com/dossiers/FDMT/) — 4D Molecular Therapeutics, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=WATCHLIST, themes=Precision biotech & therapeutics
- [FIGS](https://frontierpicks.com/dossiers/FIGS/) — FIGS, Inc.: conviction=MEDIUM, archetype=Defensive, status=WATCHLIST, themes=Consumer discretionary rotation
- [FRNM](https://frontierpicks.com/dossiers/FRNM/) — Freenome, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=WATCHLIST, themes=Binary-catalyst biotech
- [FROG](https://frontierpicks.com/dossiers/FROG/) — JFrog Ltd.: conviction=MEDIUM, archetype=Theme leader, status=WATCHLIST, themes=Cybersecurity/AI enterprise software
- [FTK](https://frontierpicks.com/dossiers/FTK/) — Flotek Industries, Inc.: conviction=MEDIUM, archetype=Special situation, status=WATCHLIST, themes=Cyclical industrials/Oil, energy & geopolitical/AI datacenter infrastructure
- [FTNT](https://frontierpicks.com/dossiers/FTNT/) — Fortinet, Inc.: conviction=MEDIUM, archetype=Theme leader, status=WATCHLIST, themes=Cybersecurity/AI datacenter infrastructure
- [GTLB](https://frontierpicks.com/dossiers/GTLB/) — GitLab Inc.: conviction=MEDIUM, archetype=Theme leader, status=WATCHLIST, themes=AI enterprise software
- [HBB](https://frontierpicks.com/dossiers/HBB/) — Hamilton Beach Brands Holding Company: conviction=MEDIUM, archetype=Defensive, status=WATCHLIST, themes=Consumer discretionary rotation/Cyclical industrials/Small-cap value rotation
- [HL](https://frontierpicks.com/dossiers/HL/) — Hecla Mining Company: conviction=MEDIUM, archetype=Compounder, status=WATCHLIST, themes=Critical materials & rare earths/Housing, homebuilders & proptech
- [HNST](https://frontierpicks.com/dossiers/HNST/) — The Honest Company, Inc.: conviction=MEDIUM, archetype=Special situation, status=WATCHLIST, themes=Consumer discretionary rotation
- [HOOD](https://frontierpicks.com/dossiers/HOOD/) — Robinhood Markets, Inc.: conviction=MEDIUM, archetype=Compounder, status=WATCHLIST, themes=Crypto exchanges & financials
- [HP](https://frontierpicks.com/dossiers/HP/) — Helmerich & Payne, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=WATCHLIST, themes=Oil, energy & geopolitical
- [IREN](https://frontierpicks.com/dossiers/IREN/) — IREN Limited: conviction=MEDIUM, archetype=Special situation, status=WATCHLIST, themes=GPU cloud & neoclouds
- [KARO](https://frontierpicks.com/dossiers/KARO/) — Karooooo Ltd.: conviction=MEDIUM, archetype=Compounder, status=WATCHLIST, themes=Emerging markets/AI enterprise software/EV & autonomous mobility
- [KRO](https://frontierpicks.com/dossiers/KRO/) — Kronos Worldwide, Inc.: conviction=MEDIUM, archetype=Defensive, status=WATCHLIST, themes=Critical materials & rare earths
- [KRT](https://frontierpicks.com/dossiers/KRT/) — Karat Packaging Inc.: conviction=MEDIUM, archetype=Defensive, status=WATCHLIST, themes=Cyclical industrials/Small-cap value rotation
- [LIFE](https://frontierpicks.com/dossiers/LIFE/) — Ethos Technologies Inc.: conviction=MEDIUM, archetype=Defensive, status=WATCHLIST, themes=Precision biotech & therapeutics/AI datacenter infrastructure
- [LMND](https://frontierpicks.com/dossiers/LMND/) — Lemonade, Inc.: conviction=MEDIUM, archetype=Theme leader, status=WATCHLIST, themes=Fintech & consumer credit/AI datacenter infrastructure/EV & autonomous mobility
- [LTH](https://frontierpicks.com/dossiers/LTH/) — Life Time Group Holdings, Inc.: conviction=MEDIUM, archetype=Compounder, status=WATCHLIST, themes=Oil, energy & geopolitical/Fintech & consumer credit
- [MANE](https://frontierpicks.com/dossiers/MANE/) — Veradermics, Incorporated: conviction=MEDIUM, archetype=Earnings inflection, status=WATCHLIST, themes=Precision biotech & therapeutics/Binary-catalyst biotech/Fintech & consumer credit
- [META](https://frontierpicks.com/dossiers/META/) — Meta Platforms, Inc.: conviction=MEDIUM, archetype=Compounder, status=WATCHLIST, themes=Mega-cap AI platforms
- [MGNI](https://frontierpicks.com/dossiers/MGNI/) — Magnite, Inc.: conviction=MEDIUM, archetype=Theme leader, status=WATCHLIST, themes=AI enterprise software
- [MGNX](https://frontierpicks.com/dossiers/MGNX/) — MacroGenics, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=WATCHLIST, themes=Oncology & immunology/Rare disease & gene therapy/Binary-catalyst biotech
- [MNKD](https://frontierpicks.com/dossiers/MNKD/) — MannKind Corporation: conviction=MEDIUM, archetype=Special situation, status=WATCHLIST, themes=Precision biotech & therapeutics
- [MOD](https://frontierpicks.com/dossiers/MOD/) — Modine Manufacturing Co: conviction=MEDIUM, archetype=Cyclical recovery, status=WATCHLIST, themes=AI datacenter infrastructure/Cybersecurity
- [MTW](https://frontierpicks.com/dossiers/MTW/) — The Manitowoc Company, Inc.: conviction=MEDIUM, archetype=Defensive, status=WATCHLIST, themes=Cyclical industrials
- [NAVN](https://frontierpicks.com/dossiers/NAVN/) — Navan, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=WATCHLIST, themes=AI enterprise software/Travel & leisure
- [NIQ](https://frontierpicks.com/dossiers/NIQ/) — NIQ Global Intelligence plc: conviction=MEDIUM, archetype=Special situation, status=WATCHLIST, themes=AI enterprise software
- [NSP](https://frontierpicks.com/dossiers/NSP/) — Insperity, Inc: conviction=MEDIUM, archetype=Special situation, status=WATCHLIST, themes=Prediction markets & betting
- [NVCT](https://frontierpicks.com/dossiers/NVCT/) — Nuvectis Pharma, Inc.: conviction=MEDIUM, archetype=Defensive, status=WATCHLIST, themes=Oncology & immunology/Precision biotech & therapeutics/Semi foundry & equipment
- [OABI](https://frontierpicks.com/dossiers/OABI/) — OmniAb, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=WATCHLIST, themes=Precision biotech & therapeutics
- [OMER](https://frontierpicks.com/dossiers/OMER/) — Omeros Corporation: conviction=MEDIUM, archetype=Compounder, status=WATCHLIST, themes=Precision biotech & therapeutics
- [ORKA](https://frontierpicks.com/dossiers/ORKA/) — Oruka Therapeutics, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=WATCHLIST, themes=Binary-catalyst biotech/Oncology & immunology
- [PBF](https://frontierpicks.com/dossiers/PBF/) — PBF ENERGY INC.: conviction=MEDIUM, archetype=Compounder, status=WATCHLIST, themes=Oil, energy & geopolitical
- [PCTY](https://frontierpicks.com/dossiers/PCTY/) — Paylocity Holding Corporation: conviction=MEDIUM, archetype=Theme leader, status=WATCHLIST, themes=AI enterprise software
- [PGNY](https://frontierpicks.com/dossiers/PGNY/) — Progyny, Inc.: conviction=MEDIUM, archetype=Special situation, status=WATCHLIST, themes=Managed care & health services
- [PLPC](https://frontierpicks.com/dossiers/PLPC/) — Preformed Line Products Company: conviction=MEDIUM, archetype=Theme leader, status=WATCHLIST, themes=Industrial power & grid
- [PLSE](https://frontierpicks.com/dossiers/PLSE/) — Pulse Biosciences, Inc: conviction=MEDIUM, archetype=Earnings inflection, status=WATCHLIST, themes=Medtech & diagnostics
- [PMTS](https://frontierpicks.com/dossiers/PMTS/) — CPI Card Group Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=WATCHLIST, themes=Fintech & consumer credit
- [PRGO](https://frontierpicks.com/dossiers/PRGO/) — PERRIGO COMPANY PLC: conviction=MEDIUM, archetype=Special situation, status=WATCHLIST, themes=Consumer discretionary rotation/Cyclical industrials/Managed care & health services/Small-cap value rotation
- [PSX](https://frontierpicks.com/dossiers/PSX/) — Phillips 66: conviction=MEDIUM, archetype=Compounder, status=WATCHLIST, themes=Oil, energy & geopolitical
- [PUBM](https://frontierpicks.com/dossiers/PUBM/) — PubMatic, Inc.: conviction=MEDIUM, archetype=Special situation, status=WATCHLIST, themes=AI enterprise software
- [PYPL](https://frontierpicks.com/dossiers/PYPL/) — PayPal Holdings, Inc.: conviction=MEDIUM, archetype=Special situation, status=WATCHLIST, themes=Fintech & consumer credit/Cyclical industrials
- [QNST](https://frontierpicks.com/dossiers/QNST/) — QuinStreet, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=WATCHLIST, themes=Fintech & consumer credit/Managed care & health services
- [RCMT](https://frontierpicks.com/dossiers/RCMT/) — RCM Technologies, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=WATCHLIST, themes=Cyclical industrials
- [RVTY](https://frontierpicks.com/dossiers/RVTY/) — Revvity, Inc.: conviction=MEDIUM, archetype=Theme leader, status=WATCHLIST, themes=Medtech & diagnostics/AI datacenter infrastructure
- [SBET](https://frontierpicks.com/dossiers/SBET/) — SharpLink, Inc.: conviction=MEDIUM, archetype=Special situation, status=WATCHLIST, themes=Crypto exchanges & financials
- [SGMT](https://frontierpicks.com/dossiers/SGMT/) — Sagimet Biosciences Inc. Series A: conviction=MEDIUM, archetype=Defensive, status=WATCHLIST, themes=Precision biotech & therapeutics
- [SLDB](https://frontierpicks.com/dossiers/SLDB/) — Solid Biosciences Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=WATCHLIST, themes=Rare disease & gene therapy/Binary-catalyst biotech
- [SNDK](https://frontierpicks.com/dossiers/SNDK/) — Sandisk Corporation: conviction=MEDIUM, archetype=Cyclical recovery, status=WATCHLIST, themes=AI chips & memory
- [SPCX](https://frontierpicks.com/dossiers/SPCX/) — SpaceX (Space Exploration Technologies Corp.): conviction=MEDIUM, archetype=Compounder, status=WATCHLIST, themes=Space economy/AI datacenter infrastructure/Industrial power & grid/GPU cloud & neoclouds
- [SPT](https://frontierpicks.com/dossiers/SPT/) — Sprout Social, Inc: conviction=MEDIUM, archetype=Special situation, status=WATCHLIST, themes=AI enterprise software
- [SPXC](https://frontierpicks.com/dossiers/SPXC/) — SPX Technologies, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=WATCHLIST, themes=Industrial power & grid
- [SRPT](https://frontierpicks.com/dossiers/SRPT/) — Sarepta Therapeutics, Inc.: conviction=MEDIUM, archetype=Special situation, status=WATCHLIST, themes=Precision biotech & therapeutics
- [STLN](https://frontierpicks.com/dossiers/STLN/) — Starling Oncology, Inc.: conviction=MEDIUM, archetype=Special situation, status=WATCHLIST, themes=Managed care & health services/Oncology & immunology/Oil, energy & geopolitical
- [TARS](https://frontierpicks.com/dossiers/TARS/) — Tarsus Pharmaceuticals, Inc.: conviction=MEDIUM, archetype=Compounder, status=WATCHLIST, themes=Binary-catalyst biotech
- [TEAM](https://frontierpicks.com/dossiers/TEAM/) — Atlassian Corporation: conviction=MEDIUM, archetype=Theme leader, status=WATCHLIST, themes=AI enterprise software
- [TNET](https://frontierpicks.com/dossiers/TNET/) — Trinet Group, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=WATCHLIST, themes=Managed care & health services
- [TSEM](https://frontierpicks.com/dossiers/TSEM/) — Tower Semiconductor Ltd.: conviction=MEDIUM, archetype=Cyclical recovery, status=WATCHLIST, themes=Semi foundry & equipment
- [TWLO](https://frontierpicks.com/dossiers/TWLO/) — Twilio Inc.: conviction=MEDIUM, archetype=Special situation, status=WATCHLIST, themes=AI enterprise software/Cyclical industrials
- [TWST](https://frontierpicks.com/dossiers/TWST/) — Twist Bioscience Corporation: conviction=MEDIUM, archetype=Theme leader, status=WATCHLIST, themes=Medtech & diagnostics/AI datacenter infrastructure
- [U](https://frontierpicks.com/dossiers/U/) — Unity Software Inc.: conviction=MEDIUM, archetype=Special situation, status=WATCHLIST, themes=AI enterprise software/Cyclical industrials
- [VLO](https://frontierpicks.com/dossiers/VLO/) — Valero Energy Corporation: conviction=MEDIUM, archetype=Compounder, status=WATCHLIST, themes=Oil, energy & geopolitical
- [VST](https://frontierpicks.com/dossiers/VST/) — Vistra Corp.: conviction=MEDIUM, archetype=Theme leader, status=WATCHLIST, themes=Nuclear & uranium
- [VSTM](https://frontierpicks.com/dossiers/VSTM/) — Verastem, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=WATCHLIST, themes=Oncology & immunology
- [XNCR](https://frontierpicks.com/dossiers/XNCR/) — Xencor, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=WATCHLIST, themes=Oncology & immunology
- [ZLAB](https://frontierpicks.com/dossiers/ZLAB/) — Zai Lab Limited: conviction=MEDIUM, archetype=Earnings inflection, status=WATCHLIST, themes=Oncology & immunology
- [AA](https://frontierpicks.com/dossiers/AA/) — Alcoa Corporation: conviction=LOW, archetype=Compounder, status=WATCHLIST, themes=Critical materials & rare earths/Cyclical industrials
- [AAOI](https://frontierpicks.com/dossiers/AAOI/) — Applied Optoelectronics, Inc.: conviction=LOW, archetype=Cyclical recovery, status=WATCHLIST, themes=Networking & optical
- [AAPL](https://frontierpicks.com/dossiers/AAPL/) — Apple Inc.: conviction=LOW, archetype=Earnings inflection, status=WATCHLIST, themes=Mega-cap AI platforms/Managed care & health services/AI chips & memory
- [AEHR](https://frontierpicks.com/dossiers/AEHR/) — Aehr Test Systems: conviction=LOW, archetype=Cyclical recovery, status=WATCHLIST, themes=Semi foundry & equipment
- [AEIS](https://frontierpicks.com/dossiers/AEIS/) — Advanced Energy Industries, Inc.: conviction=LOW, archetype=Cyclical recovery, status=WATCHLIST, themes=Industrial power & grid/AI datacenter infrastructure/Semi foundry & equipment
- [AESI](https://frontierpicks.com/dossiers/AESI/) — Atlas Energy Solutions Inc.: conviction=LOW, archetype=Special situation, status=WATCHLIST, themes=Oil, energy & geopolitical
- [AGL](https://frontierpicks.com/dossiers/AGL/) — agilon health, inc.: conviction=LOW, archetype=Special situation, status=WATCHLIST, themes=Managed care & health services
- [AMPL](https://frontierpicks.com/dossiers/AMPL/) — Amplitude, Inc.: conviction=LOW, archetype=Theme leader, status=WATCHLIST, themes=AI enterprise software
- [AMR](https://frontierpicks.com/dossiers/AMR/) — Alpha Metallurgical Resources, Inc.: conviction=LOW, archetype=Compounder, status=WATCHLIST, themes=Oil, energy & geopolitical
- [AMSC](https://frontierpicks.com/dossiers/AMSC/) — American Superconductor Corporation: conviction=LOW, archetype=Cyclical recovery, status=WATCHLIST, themes=Industrial power & grid
- [AMZN](https://frontierpicks.com/dossiers/AMZN/) — Amazon.com, Inc.: conviction=LOW, archetype=Compounder, status=WATCHLIST, themes=Mega-cap AI platforms/AI datacenter infrastructure
- [APLD](https://frontierpicks.com/dossiers/APLD/) — Applied Digital Corporation: conviction=LOW, archetype=Special situation, status=WATCHLIST, themes=GPU cloud & neoclouds
- [ASML](https://frontierpicks.com/dossiers/ASML/) — ASML Holding N.V.: conviction=LOW, archetype=Cyclical recovery, status=WATCHLIST, themes=Semi foundry & equipment
- [ASTS](https://frontierpicks.com/dossiers/ASTS/) — AST SpaceMobile, Inc.: conviction=LOW, archetype=Earnings inflection, status=WATCHLIST, themes=Space economy
- [AU](https://frontierpicks.com/dossiers/AU/) — AngloGold Ashanti plc: conviction=LOW, archetype=Compounder, status=WATCHLIST, themes=Critical materials & rare earths
- [AUGO](https://frontierpicks.com/dossiers/AUGO/) — Aura Minerals Inc.: conviction=LOW, archetype=Compounder, status=WATCHLIST, themes=Critical materials & rare earths
- [AVGO](https://frontierpicks.com/dossiers/AVGO/) — Broadcom Inc.: conviction=LOW, archetype=Cyclical recovery, status=WATCHLIST, themes=AI chips & memory
- [AXTI](https://frontierpicks.com/dossiers/AXTI/) — AXT Inc: conviction=LOW, archetype=Cyclical recovery, status=WATCHLIST, themes=Semi foundry & equipment
- [AZZ](https://frontierpicks.com/dossiers/AZZ/) — AZZ Inc.: conviction=LOW, archetype=Cyclical recovery, status=WATCHLIST, themes=Industrial power & grid
- [BBNX](https://frontierpicks.com/dossiers/BBNX/) — Beta Bionics, Inc.: conviction=LOW, archetype=Earnings inflection, status=WATCHLIST, themes=Medtech & diagnostics
- [BIDU](https://frontierpicks.com/dossiers/BIDU/) — Baidu, Inc. ADS: conviction=LOW, archetype=Special situation, status=WATCHLIST, themes=EV & autonomous mobility/Mega-cap AI platforms/Emerging markets
- [BLMN](https://frontierpicks.com/dossiers/BLMN/) — Bloomin' Brands, Inc.: conviction=LOW, archetype=Special situation, status=WATCHLIST, themes=Consumer discretionary rotation
- [BLSH](https://frontierpicks.com/dossiers/BLSH/) — Bullish: conviction=LOW, archetype=Earnings inflection, status=WATCHLIST, themes=Crypto exchanges & financials
- [BMEA](https://frontierpicks.com/dossiers/BMEA/) — Biomea Fusion, Inc.: conviction=LOW, archetype=Earnings inflection, status=WATCHLIST, themes=Precision biotech & therapeutics
- [BMNR](https://frontierpicks.com/dossiers/BMNR/) — BitMine Immersion Technologies, Inc.: conviction=LOW, archetype=Compounder, status=WATCHLIST, themes=Crypto exchanges & financials
- [BTCS](https://frontierpicks.com/dossiers/BTCS/) — BTCS Inc.: conviction=LOW, archetype=Compounder, status=WATCHLIST, themes=Crypto exchanges & financials
- [BTGO](https://frontierpicks.com/dossiers/BTGO/) — BitGo Holdings, Inc.: conviction=LOW, archetype=Earnings inflection, status=WATCHLIST, themes=Crypto exchanges & financials/AI datacenter infrastructure
- [CADL](https://frontierpicks.com/dossiers/CADL/) — Candel Therapeutics, Inc.: conviction=LOW, archetype=Earnings inflection, status=WATCHLIST, themes=Oncology & immunology
- [CCJ](https://frontierpicks.com/dossiers/CCJ/) — Cameco Corporation: conviction=LOW, archetype=Theme leader, status=WATCHLIST, themes=Nuclear & uranium
- [CDE](https://frontierpicks.com/dossiers/CDE/) — Coeur Mining, Inc.: conviction=LOW, archetype=Compounder, status=WATCHLIST, themes=Critical materials & rare earths
- [CEG](https://frontierpicks.com/dossiers/CEG/) — Constellation Energy Corporation: conviction=LOW, archetype=Theme leader, status=WATCHLIST, themes=Nuclear & uranium
- [CIEN](https://frontierpicks.com/dossiers/CIEN/) — Ciena Corporation: conviction=LOW, archetype=Cyclical recovery, status=WATCHLIST, themes=Networking & optical/AI datacenter infrastructure
- [CRCL](https://frontierpicks.com/dossiers/CRCL/) — Circle Internet Group, Inc.: conviction=LOW, archetype=Earnings inflection, status=WATCHLIST, themes=Crypto exchanges & financials
- [CRCT](https://frontierpicks.com/dossiers/CRCT/) — Cricut, Inc.: conviction=LOW, archetype=Special situation, status=WATCHLIST, themes=Consumer discretionary rotation/Bitcoin miners/AI enterprise software
- [CRSR](https://frontierpicks.com/dossiers/CRSR/) — Corsair Gaming, Inc.: conviction=LOW, archetype=Special situation, status=WATCHLIST, themes=Consumer discretionary rotation/AI chips & memory/Prediction markets & betting
- [DDOG](https://frontierpicks.com/dossiers/DDOG/) — Datadog, Inc.: conviction=LOW, archetype=Theme leader, status=WATCHLIST, themes=AI enterprise software/GPU cloud & neoclouds/AI datacenter infrastructure
- [DPRO](https://frontierpicks.com/dossiers/DPRO/) — Draganfly Inc.: conviction=LOW, archetype=Retail squeeze, status=WATCHLIST, themes=Space economy
- [DTIL](https://frontierpicks.com/dossiers/DTIL/) — Precision BioSciences, Inc.: conviction=LOW, archetype=Earnings inflection, status=WATCHLIST, themes=Rare disease & gene therapy/Precision biotech & therapeutics/Binary-catalyst biotech
- [EDIT](https://frontierpicks.com/dossiers/EDIT/) — Editas Medicine, Inc.: conviction=LOW, archetype=Special situation, status=WATCHLIST, themes=Rare disease & gene therapy/Oncology & immunology
- [EMBC](https://frontierpicks.com/dossiers/EMBC/) — Embecta Corp.: conviction=LOW, archetype=Special situation, status=WATCHLIST, themes=Medtech & diagnostics
- [EOLS](https://frontierpicks.com/dossiers/EOLS/) — Evolus, Inc.: conviction=LOW, archetype=Defensive, status=WATCHLIST, themes=Precision biotech & therapeutics/Medtech & diagnostics
- [ESTC](https://frontierpicks.com/dossiers/ESTC/) — Elastic N.V.: conviction=LOW, archetype=Theme leader, status=WATCHLIST, themes=Cybersecurity
- [EVC](https://frontierpicks.com/dossiers/EVC/) — Entravision Communication: conviction=LOW, archetype=Special situation, status=WATCHLIST, themes=AI enterprise software/Cyclical industrials/Small-cap value rotation
- [FLEX](https://frontierpicks.com/dossiers/FLEX/) — Flex Ltd.: conviction=LOW, archetype=Special situation, status=WATCHLIST, themes=AI datacenter infrastructure/Industrial power & grid/Cyclical industrials
- [FLY](https://frontierpicks.com/dossiers/FLY/) — Firefly Aerospace Inc.: conviction=LOW, archetype=Defensive, status=WATCHLIST, themes=Space economy/Defense & aerospace/AI datacenter infrastructure
- [FWDI](https://frontierpicks.com/dossiers/FWDI/) — Forward Industries, Inc.: conviction=LOW, archetype=Special situation, status=WATCHLIST, themes=Crypto exchanges & financials
- [GOOG](https://frontierpicks.com/dossiers/GOOG/) — Alphabet Inc.: conviction=LOW, archetype=Compounder, status=WATCHLIST, themes=Mega-cap AI platforms/EV & autonomous mobility/AI chips & memory
- [HIMS](https://frontierpicks.com/dossiers/HIMS/) — Hims & Hers Health, Inc.: conviction=LOW, archetype=Retail squeeze, status=WATCHLIST, themes=Managed care & health services/Precision biotech & therapeutics
- [HTFL](https://frontierpicks.com/dossiers/HTFL/) — Heartflow, Inc.: conviction=LOW, archetype=Compounder, status=WATCHLIST, themes=Medtech & diagnostics
- [ILMN](https://frontierpicks.com/dossiers/ILMN/) — Illumina, Inc.: conviction=LOW, archetype=Special situation, status=WATCHLIST, themes=Medtech & diagnostics/Oncology & immunology/M&A & special situations
- [IMMX](https://frontierpicks.com/dossiers/IMMX/) — Immix Biopharma, Inc.: conviction=LOW, archetype=Earnings inflection, status=WATCHLIST, themes=Oncology & immunology
- [IMRN](https://frontierpicks.com/dossiers/IMRN/) — Immuron Limited: conviction=LOW, archetype=Retail squeeze, status=WATCHLIST, themes=Binary-catalyst biotech
- [INBX](https://frontierpicks.com/dossiers/INBX/) — Inhibrx Biosciences, Inc.: conviction=LOW, archetype=Earnings inflection, status=WATCHLIST, themes=Oncology & immunology
- [IONQ](https://frontierpicks.com/dossiers/IONQ/) — IonQ, Inc.: conviction=LOW, archetype=Earnings inflection, status=WATCHLIST, themes=Quantum computing
- [KURA](https://frontierpicks.com/dossiers/KURA/) — Kura Oncology, Inc.: conviction=LOW, archetype=Earnings inflection, status=WATCHLIST, themes=Oncology & immunology
- [LITE](https://frontierpicks.com/dossiers/LITE/) — Lumentum Holdings Inc.: conviction=LOW, archetype=Cyclical recovery, status=WATCHLIST, themes=Networking & optical
- [LUNR](https://frontierpicks.com/dossiers/LUNR/) — Intuitive Machines, Inc.: conviction=LOW, archetype=Retail squeeze, status=WATCHLIST, themes=Space economy/AI datacenter infrastructure
- [MAN](https://frontierpicks.com/dossiers/MAN/) — ManpowerGroup: conviction=LOW, archetype=Retail squeeze, status=WATCHLIST, themes=Cyclical industrials/Prediction markets & betting/Squeeze & momentum setups
- [MPC](https://frontierpicks.com/dossiers/MPC/) — Marathon Petroleum Corporation: conviction=LOW, archetype=Compounder, status=WATCHLIST, themes=Oil, energy & geopolitical
- [MRNA](https://frontierpicks.com/dossiers/MRNA/) — Moderna, Inc.: conviction=LOW, archetype=Compounder, status=WATCHLIST, themes=Binary-catalyst biotech
- [MRVI](https://frontierpicks.com/dossiers/MRVI/) — Maravai LifeSciences Holdings, Inc.: conviction=LOW, archetype=Cyclical recovery, status=WATCHLIST, themes=Precision biotech & therapeutics/Freight & logistics/Medtech & diagnostics
- [MSFT](https://frontierpicks.com/dossiers/MSFT/) — Microsoft Corporation: conviction=LOW, archetype=Compounder, status=WATCHLIST, themes=Mega-cap AI platforms/AI datacenter infrastructure/AI enterprise software
- [MSTR](https://frontierpicks.com/dossiers/MSTR/) — Strategy Inc: conviction=LOW, archetype=Compounder, status=WATCHLIST, themes=Crypto exchanges & financials
- [MTRN](https://frontierpicks.com/dossiers/MTRN/) — Materion Corporation: conviction=LOW, archetype=Compounder, status=WATCHLIST, themes=Critical materials & rare earths/Defense & aerospace/AI chips & memory/Cyclical industrials
- [NET](https://frontierpicks.com/dossiers/NET/) — Cloudflare, Inc.: conviction=LOW, archetype=Cyclical recovery, status=WATCHLIST, themes=AI enterprise software/AI datacenter infrastructure/Cybersecurity
- [NKE](https://frontierpicks.com/dossiers/NKE/) — Nike, Inc.: conviction=LOW, archetype=Special situation, status=WATCHLIST, themes=Consumer discretionary rotation
- [NNE](https://frontierpicks.com/dossiers/NNE/) — Nano Nuclear Energy Inc.: conviction=LOW, archetype=Compounder, status=WATCHLIST, themes=Nuclear & uranium
- [NUTX](https://frontierpicks.com/dossiers/NUTX/) — Nutex Health Inc.: conviction=LOW, archetype=Retail squeeze, status=WATCHLIST, themes=Managed care & health services/Squeeze & momentum setups
- [NVAX](https://frontierpicks.com/dossiers/NVAX/) — Novavax, Inc.: conviction=LOW, archetype=Earnings inflection, status=WATCHLIST, themes=Binary-catalyst biotech
- [OKLO](https://frontierpicks.com/dossiers/OKLO/) — Oklo Inc.: conviction=LOW, archetype=Earnings inflection, status=WATCHLIST, themes=Nuclear & uranium
- [OMDA](https://frontierpicks.com/dossiers/OMDA/) — Omada Health, Inc.: conviction=LOW, archetype=Compounder, status=WATCHLIST, themes=Managed care & health services/AI enterprise software/Precision biotech & therapeutics
- [OPEN](https://frontierpicks.com/dossiers/OPEN/) — Opendoor Technologies Inc: conviction=LOW, archetype=Retail squeeze, status=WATCHLIST, themes=Consumer discretionary rotation/Housing, homebuilders & proptech/Squeeze & momentum setups
- [OPRT](https://frontierpicks.com/dossiers/OPRT/) — Oportun Financial Corporation: conviction=LOW, archetype=Special situation, status=WATCHLIST, themes=Fintech & consumer credit
- [PANL](https://frontierpicks.com/dossiers/PANL/) — Pangaea Logistics Solutions Ltd.: conviction=LOW, archetype=Earnings inflection, status=WATCHLIST, themes=Freight & logistics
- [PATH](https://frontierpicks.com/dossiers/PATH/) — UiPath, Inc.: conviction=LOW, archetype=Special situation, status=WATCHLIST, themes=AI enterprise software
- [PAYC](https://frontierpicks.com/dossiers/PAYC/) — Paycom Software, Inc.: conviction=LOW, archetype=Special situation, status=WATCHLIST, themes=AI enterprise software
- [PAYS](https://frontierpicks.com/dossiers/PAYS/) — Paysign, Inc.: conviction=LOW, archetype=Defensive, status=WATCHLIST, themes=Fintech & consumer credit/Managed care & health services
- [PL](https://frontierpicks.com/dossiers/PL/) — Planet Labs PBC: conviction=LOW, archetype=Earnings inflection, status=WATCHLIST, themes=Space economy
- [PLTR](https://frontierpicks.com/dossiers/PLTR/) — Palantir Technologies Inc.: conviction=LOW, archetype=Compounder, status=WATCHLIST, themes=AI enterprise software
- [POWL](https://frontierpicks.com/dossiers/POWL/) — Powell Industries, Inc.: conviction=LOW, archetype=Cyclical recovery, status=WATCHLIST, themes=Industrial power & grid/AI datacenter infrastructure
- [PTEN](https://frontierpicks.com/dossiers/PTEN/) — Patterson-UTI Energy, Inc.: conviction=LOW, archetype=Special situation, status=WATCHLIST, themes=Oil, energy & geopolitical
- [PTRN](https://frontierpicks.com/dossiers/PTRN/) — Pattern Group Inc. Series A: conviction=LOW, archetype=Cyclical recovery, status=WATCHLIST, themes=Managed care & health services/Consumer discretionary rotation/AI enterprise software
- [QBTS](https://frontierpicks.com/dossiers/QBTS/) — D-Wave Quantum Inc.: conviction=LOW, archetype=Retail squeeze, status=WATCHLIST, themes=Quantum computing
- [QLYS](https://frontierpicks.com/dossiers/QLYS/) — Qualys, Inc.: conviction=LOW, archetype=Special situation, status=WATCHLIST, themes=Cybersecurity/AI enterprise software
- [QUBT](https://frontierpicks.com/dossiers/QUBT/) — Quantum Computing Inc.: conviction=LOW, archetype=Retail squeeze, status=WATCHLIST, themes=Quantum computing
- [RCEL](https://frontierpicks.com/dossiers/RCEL/) — Avita Medical, Inc.: conviction=LOW, archetype=Defensive, status=WATCHLIST, themes=Medtech & diagnostics
- [RDW](https://frontierpicks.com/dossiers/RDW/) — Redwire Corporation: conviction=LOW, archetype=Retail squeeze, status=WATCHLIST, themes=Space economy/Defense & aerospace/Cyclical industrials
- [RGTI](https://frontierpicks.com/dossiers/RGTI/) — Rigetti Computing, Inc.: conviction=LOW, archetype=Retail squeeze, status=WATCHLIST, themes=Quantum computing
- [RIVN](https://frontierpicks.com/dossiers/RIVN/) — Rivian Automotive, Inc.: conviction=LOW, archetype=Earnings inflection, status=WATCHLIST, themes=EV & autonomous mobility
- [RPD](https://frontierpicks.com/dossiers/RPD/) — Rapid7, Inc.: conviction=LOW, archetype=Earnings inflection, status=WATCHLIST, themes=AI enterprise software/Semi foundry & equipment
- [RUM](https://frontierpicks.com/dossiers/RUM/) — Rumble Inc.: conviction=LOW, archetype=Special situation, status=WATCHLIST, themes=GPU cloud & neoclouds/AI datacenter infrastructure/Cyclical industrials
- [SATL](https://frontierpicks.com/dossiers/SATL/) — Satellogic Inc.: conviction=LOW, archetype=Retail squeeze, status=WATCHLIST, themes=Space economy
- [SENS](https://frontierpicks.com/dossiers/SENS/) — Senseonics Holdings, Inc.: conviction=LOW, archetype=Defensive, status=WATCHLIST, themes=Medtech & diagnostics
- [SIDU](https://frontierpicks.com/dossiers/SIDU/) — Sidus Space, Inc.: conviction=LOW, archetype=Retail squeeze, status=WATCHLIST, themes=Space economy
- [SLN](https://frontierpicks.com/dossiers/SLN/) — Silence Therapeutics Plc: conviction=LOW, archetype=Earnings inflection, status=WATCHLIST, themes=Precision biotech & therapeutics/Rare disease & gene therapy/Binary-catalyst biotech
- [SMCI](https://frontierpicks.com/dossiers/SMCI/) — Super Micro Computer, Inc.: conviction=LOW, archetype=Retail squeeze, status=WATCHLIST, themes=AI datacenter infrastructure
- [SMMT](https://frontierpicks.com/dossiers/SMMT/) — Summit Therapeutics Inc.: conviction=LOW, archetype=Earnings inflection, status=WATCHLIST, themes=Oncology & immunology
- [SMR](https://frontierpicks.com/dossiers/SMR/) — NuScale Power Corporation: conviction=LOW, archetype=Earnings inflection, status=WATCHLIST, themes=Nuclear & uranium
- [SNAP](https://frontierpicks.com/dossiers/SNAP/) — Snap Inc.: conviction=LOW, archetype=Special situation, status=WATCHLIST, themes=Mega-cap AI platforms
- [SPIR](https://frontierpicks.com/dossiers/SPIR/) — Spire Global, Inc.: conviction=LOW, archetype=Defensive, status=WATCHLIST, themes=Space economy
- [TBI](https://frontierpicks.com/dossiers/TBI/) — Trueblue, Inc.: conviction=LOW, archetype=Special situation, status=WATCHLIST, themes=Cyclical industrials/Emerging markets/AI datacenter infrastructure
- [TEM](https://frontierpicks.com/dossiers/TEM/) — Tempus AI, Inc.: conviction=LOW, archetype=Cyclical recovery, status=WATCHLIST, themes=Medtech & diagnostics
- [TITN](https://frontierpicks.com/dossiers/TITN/) — Titan Machinery Inc.: conviction=LOW, archetype=Compounder, status=WATCHLIST, themes=Cyclical industrials
- [TSLA](https://frontierpicks.com/dossiers/TSLA/) — Tesla, Inc.: conviction=LOW, archetype=Compounder, status=WATCHLIST, themes=EV & autonomous mobility/Physical AI & robotics
- [UPXI](https://frontierpicks.com/dossiers/UPXI/) — Upexi, Inc.: conviction=LOW, archetype=Earnings inflection, status=WATCHLIST, themes=Crypto exchanges & financials
- [UUUU](https://frontierpicks.com/dossiers/UUUU/) — Energy Fuels Inc.: conviction=LOW, archetype=Compounder, status=WATCHLIST, themes=Nuclear & uranium
- [VIAV](https://frontierpicks.com/dossiers/VIAV/) — Viavi Solutions Inc.: conviction=LOW, archetype=Cyclical recovery, status=WATCHLIST, themes=Networking & optical/AI datacenter infrastructure/Semi foundry & equipment
- [VICR](https://frontierpicks.com/dossiers/VICR/) — Vicor Corporation: conviction=LOW, archetype=Cyclical recovery, status=WATCHLIST, themes=Industrial power & grid/AI datacenter infrastructure
- [VMI](https://frontierpicks.com/dossiers/VMI/) — Valmont Industries, Inc.: conviction=LOW, archetype=Theme leader, status=WATCHLIST, themes=Industrial power & grid
- [VOR](https://frontierpicks.com/dossiers/VOR/) — Vor Biopharma Inc.: conviction=LOW, archetype=Special situation, status=WATCHLIST, themes=Oncology & immunology/Semi foundry & equipment
- [VSH](https://frontierpicks.com/dossiers/VSH/) — Vishay Intertechnology, Inc.: conviction=LOW, archetype=Earnings inflection, status=WATCHLIST, themes=Industrial power & grid
- [VSTS](https://frontierpicks.com/dossiers/VSTS/) — Vestis Corporation: conviction=LOW, archetype=Special situation, status=WATCHLIST, themes=GPU cloud & neoclouds/Consumer discretionary rotation/Industrial power & grid
- [WEAV](https://frontierpicks.com/dossiers/WEAV/) — Weave Communications, Inc.: conviction=LOW, archetype=Theme leader, status=WATCHLIST, themes=AI enterprise software
- [XXI](https://frontierpicks.com/dossiers/XXI/) — Twenty One Capital, Inc.: conviction=LOW, archetype=Compounder, status=WATCHLIST, themes=Crypto exchanges & financials
- [YSS](https://frontierpicks.com/dossiers/YSS/) — York Space Systems Inc.: conviction=LOW, archetype=Earnings inflection, status=WATCHLIST, themes=Space economy
- [PANW](https://frontierpicks.com/dossiers/PANW/) — Palo Alto Networks, Inc.: conviction=HIGH, archetype=Compounder, status=RECENTLY_EXITED, themes=Cybersecurity
- [SNOW](https://frontierpicks.com/dossiers/SNOW/) — Snowflake Inc.: conviction=HIGH, archetype=Cyclical recovery, status=RECENTLY_EXITED, themes=AI enterprise software
- [ATI](https://frontierpicks.com/dossiers/ATI/) — ATI Inc.: conviction=MEDIUM, archetype=Defensive, status=RECENTLY_EXITED, themes=Defense & aerospace
- [GLW](https://frontierpicks.com/dossiers/GLW/) — Corning Incorporated: conviction=MEDIUM, archetype=Cyclical recovery, status=RECENTLY_EXITED, themes=AI datacenter infrastructure
- [GLXY](https://frontierpicks.com/dossiers/GLXY/) — Galaxy Digital Inc.: conviction=MEDIUM, archetype=Special situation, status=RECENTLY_EXITED, themes=Crypto exchanges & financials
- [NBIS](https://frontierpicks.com/dossiers/NBIS/) — Nebius Group N.V.: conviction=MEDIUM, archetype=Compounder, status=RECENTLY_EXITED, themes=GPU cloud & neoclouds
- [RIOT](https://frontierpicks.com/dossiers/RIOT/) — Riot Platforms, Inc.: conviction=MEDIUM, archetype=Special situation, status=RECENTLY_EXITED, themes=GPU cloud & neoclouds
- [WTI](https://frontierpicks.com/dossiers/WTI/) — W&T Offshore, Inc.: conviction=MEDIUM, archetype=Compounder, status=RECENTLY_EXITED, themes=Oil, energy & geopolitical
- [WULF](https://frontierpicks.com/dossiers/WULF/) — TeraWulf Inc.: conviction=MEDIUM, archetype=Special situation, status=RECENTLY_EXITED, themes=GPU cloud & neoclouds
- [ARM](https://frontierpicks.com/dossiers/ARM/) — Arm Holdings plc: conviction=LOW, archetype=Cyclical recovery, status=RECENTLY_EXITED, themes=Mega-cap AI platforms
- [BFLY](https://frontierpicks.com/dossiers/BFLY/) — Butterfly Network, Inc.: conviction=LOW, archetype=Defensive, status=RECENTLY_EXITED, themes=Medtech & diagnostics
- [COHR](https://frontierpicks.com/dossiers/COHR/) — Coherent Corp.: conviction=LOW, archetype=Cyclical recovery, status=RECENTLY_EXITED, themes=AI datacenter infrastructure
- [HUT](https://frontierpicks.com/dossiers/HUT/) — Hut 8 Corp.: conviction=LOW, archetype=Special situation, status=RECENTLY_EXITED, themes=GPU cloud & neoclouds
- [INTC](https://frontierpicks.com/dossiers/INTC/) — Intel Corporation: conviction=LOW, archetype=Special situation, status=RECENTLY_EXITED, themes=Mega-cap AI platforms
- [KYMR](https://frontierpicks.com/dossiers/KYMR/) — Kymera Therapeutics, Inc.: conviction=LOW, archetype=Defensive, status=RECENTLY_EXITED, themes=Precision biotech & therapeutics
- [LRCX](https://frontierpicks.com/dossiers/LRCX/) — Lam Research Corporation: conviction=LOW, archetype=Cyclical recovery, status=RECENTLY_EXITED, themes=Semi foundry & equipment
- [MP](https://frontierpicks.com/dossiers/MP/) — MP Materials Corp.: conviction=LOW, archetype=Compounder, status=RECENTLY_EXITED, themes=Critical materials & rare earths
- [NVDA](https://frontierpicks.com/dossiers/NVDA/) — NVIDIA Corporation: conviction=LOW, archetype=Cyclical recovery, status=RECENTLY_EXITED, themes=Mega-cap AI platforms
- [ONTO](https://frontierpicks.com/dossiers/ONTO/) — Onto Innovation Inc.: conviction=LOW, archetype=Cyclical recovery, status=RECENTLY_EXITED, themes=Semi foundry & equipment
- [PURR](https://frontierpicks.com/dossiers/PURR/) — Hyperliquid Strategies Inc: conviction=LOW, archetype=Retail squeeze, status=RECENTLY_EXITED, themes=Crypto exchanges & financials
- [QCOM](https://frontierpicks.com/dossiers/QCOM/) — QUALCOMM Incorporated: conviction=LOW, archetype=Special situation, status=RECENTLY_EXITED, themes=Mega-cap AI platforms
- [RKLB](https://frontierpicks.com/dossiers/RKLB/) — Rocket Lab Corporation: conviction=LOW, archetype=Compounder, status=RECENTLY_EXITED, themes=Space economy
- [SHLS](https://frontierpicks.com/dossiers/SHLS/) — Shoals Technologies Group, Inc.: conviction=LOW, archetype=Theme leader, status=RECENTLY_EXITED, themes=Solar & clean energy/Industrial power & grid/AI datacenter infrastructure
- [SYRE](https://frontierpicks.com/dossiers/SYRE/) — Spyre Therapeutics, Inc.: conviction=LOW, archetype=Defensive, status=RECENTLY_EXITED, themes=Binary-catalyst biotech/Precision biotech & therapeutics
- [TNGX](https://frontierpicks.com/dossiers/TNGX/) — Tango Therapeutics, Inc.: conviction=LOW, archetype=Defensive, status=RECENTLY_EXITED, themes=Oncology & immunology/Binary-catalyst biotech
- [TSM](https://frontierpicks.com/dossiers/TSM/) — Taiwan Semiconductor Manufacturing Company Ltd.: conviction=LOW, archetype=Cyclical recovery, status=RECENTLY_EXITED, themes=Semi foundry & equipment
- [VRT](https://frontierpicks.com/dossiers/VRT/) — Vertiv Holdings Co: conviction=LOW, archetype=Cyclical recovery, status=RECENTLY_EXITED, themes=AI datacenter infrastructure
- [WEST](https://frontierpicks.com/dossiers/WEST/) — Westrock Coffee Company: conviction=LOW, archetype=Special situation, status=RECENTLY_EXITED, themes=Consumer discretionary rotation
- [ALOT](https://frontierpicks.com/dossiers/ALOT/) — AstroNova, Inc.: conviction=SUPREME, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations
- [AVNS](https://frontierpicks.com/dossiers/AVNS/) — Avanos Medical, Inc.: conviction=SUPREME, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Medtech & diagnostics
- [CBZ](https://frontierpicks.com/dossiers/CBZ/) — CBIZ, Inc.: conviction=SUPREME, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Semi foundry & equipment
- [CCRN](https://frontierpicks.com/dossiers/CCRN/) — Cross Country Healthcare, Inc.: conviction=SUPREME, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Managed care & health services
- [CNTA](https://frontierpicks.com/dossiers/CNTA/) — Centessa Pharmaceuticals plc: conviction=SUPREME, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Precision biotech & therapeutics
- [CRNX](https://frontierpicks.com/dossiers/CRNX/) — Crinetics Pharmaceuticals, Inc.: conviction=SUPREME, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Precision biotech & therapeutics/Rare disease & gene therapy
- [FBRX](https://frontierpicks.com/dossiers/FBRX/) — Forte Biosciences, Inc.: conviction=SUPREME, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/M&A & special situations
- [GBTG](https://frontierpicks.com/dossiers/GBTG/) — Global Business Travel Group, Inc.: conviction=SUPREME, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Consumer discretionary rotation
- [KALV](https://frontierpicks.com/dossiers/KALV/) — KalVista Pharmaceuticals, Inc.: conviction=SUPREME, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Precision biotech & therapeutics/Rare disease & gene therapy
- [LPRO](https://frontierpicks.com/dossiers/LPRO/) — Open Lending Corporation: conviction=SUPREME, archetype=Earnings inflection, status=DORMANT, themes=Fintech & consumer credit/M&A & special situations
- [NUVL](https://frontierpicks.com/dossiers/NUVL/) — Nuvalent, Inc.: conviction=SUPREME, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Oncology & immunology
- [OLPX](https://frontierpicks.com/dossiers/OLPX/) — Olaplex Holdings, Inc.: conviction=SUPREME, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Consumer discretionary rotation
- [PAYO](https://frontierpicks.com/dossiers/PAYO/) — Payoneer Global Inc.: conviction=SUPREME, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Fintech & consumer credit
- [TBRG](https://frontierpicks.com/dossiers/TBRG/) — TruBridge, Inc.: conviction=SUPREME, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Managed care & health services
- [ABVX](https://frontierpicks.com/dossiers/ABVX/) — Abivax SA: conviction=HIGH, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Precision biotech & therapeutics
- [AKTS](https://frontierpicks.com/dossiers/AKTS/) — Aktis Oncology, Inc.: conviction=HIGH, archetype=Compounder, status=DORMANT, themes=Oncology & immunology/Precision biotech & therapeutics
- [ARIS](https://frontierpicks.com/dossiers/ARIS/) — Aris Mining Corporation: conviction=HIGH, archetype=Compounder, status=DORMANT, themes=Critical materials & rare earths/Oil, energy & geopolitical/Bitcoin miners
- [ARX](https://frontierpicks.com/dossiers/ARX/) — Accelerant Holdings: conviction=HIGH, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Managed care & health services
- [CLSK](https://frontierpicks.com/dossiers/CLSK/) — CleanSpark, Inc.: conviction=HIGH, archetype=Special situation, status=DORMANT, themes=Bitcoin miners/AI datacenter infrastructure/GPU cloud & neoclouds
- [ELE](https://frontierpicks.com/dossiers/ELE/) — Elemental Royalty Corporation: conviction=HIGH, archetype=Cyclical recovery, status=DORMANT, themes=Precision biotech & therapeutics/Critical materials & rare earths
- [ESPR](https://frontierpicks.com/dossiers/ESPR/) — Esperion Therapeutics, Inc.: conviction=HIGH, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Precision biotech & therapeutics/Managed care & health services
- [GH](https://frontierpicks.com/dossiers/GH/) — Guardant Health, Inc.: conviction=HIGH, archetype=Compounder, status=DORMANT, themes=Medtech & diagnostics/Oncology & immunology/Precision biotech & therapeutics
- [HNI](https://frontierpicks.com/dossiers/HNI/) — HNI Corporation: conviction=HIGH, archetype=Special situation, status=DORMANT, themes=Cyclical industrials/Housing, homebuilders & proptech
- [ITGR](https://frontierpicks.com/dossiers/ITGR/) — Integer Holdings Corporation: conviction=HIGH, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Medtech & diagnostics
- [MKTX](https://frontierpicks.com/dossiers/MKTX/) — MarketAxess Holdings, Inc.: conviction=HIGH, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Prediction markets & betting
- [MMED](https://frontierpicks.com/dossiers/MMED/) — MiniMed Group, Inc.: conviction=HIGH, archetype=Special situation, status=DORMANT, themes=Medtech & diagnostics
- [MRX](https://frontierpicks.com/dossiers/MRX/) — Marex Group plc: conviction=HIGH, archetype=Cyclical recovery, status=DORMANT, themes=M&A & special situations/Crypto exchanges & financials/Critical materials & rare earths
- [OGN](https://frontierpicks.com/dossiers/OGN/) — Organon & Co.: conviction=HIGH, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Precision biotech & therapeutics
- [ONC](https://frontierpicks.com/dossiers/ONC/) — BeOne Medicines Ltd.: conviction=HIGH, archetype=Compounder, status=DORMANT, themes=Oncology & immunology/Precision biotech & therapeutics
- [P](https://frontierpicks.com/dossiers/P/) — Everpure, Inc.: conviction=HIGH, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/AI chips & memory/AI enterprise software
- [PEB](https://frontierpicks.com/dossiers/PEB/) — Pebblebrook Hotel Trust: conviction=HIGH, archetype=Earnings inflection, status=DORMANT, themes=Travel & leisure/Housing, homebuilders & proptech
- [PVLA](https://frontierpicks.com/dossiers/PVLA/) — Palvella Therapeutics, Inc.: conviction=HIGH, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Precision biotech & therapeutics/Rare disease & gene therapy
- [RAMP](https://frontierpicks.com/dossiers/RAMP/) — LiveRamp Holdings, Inc.: conviction=HIGH, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/AI enterprise software
- [RNG](https://frontierpicks.com/dossiers/RNG/) — Ringcentral, Inc.: conviction=HIGH, archetype=Special situation, status=DORMANT, themes=AI enterprise software/Cyclical industrials
- [RVMD](https://frontierpicks.com/dossiers/RVMD/) — Revolution Medicines, Inc.: conviction=HIGH, archetype=Compounder, status=DORMANT, themes=Precision biotech & therapeutics/Oncology & immunology
- [SAFT](https://frontierpicks.com/dossiers/SAFT/) — Safety Insurance Group, Inc.: conviction=HIGH, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Managed care & health services/Binary-catalyst biotech
- [SCZM](https://frontierpicks.com/dossiers/SCZM/) — Santacruz Silver Mining Ltd.: conviction=HIGH, archetype=Compounder, status=DORMANT, themes=Critical materials & rare earths/Bitcoin miners
- [SHIP](https://frontierpicks.com/dossiers/SHIP/) — Seanergy Maritime Holdings Corp.: conviction=HIGH, archetype=Compounder, status=DORMANT, themes=Freight & logistics/Semi foundry & equipment
- [SMTI](https://frontierpicks.com/dossiers/SMTI/) — Sanara MedTech Inc.: conviction=HIGH, archetype=Earnings inflection, status=DORMANT, themes=Medtech & diagnostics/M&A & special situations
- [TECH](https://frontierpicks.com/dossiers/TECH/) — Bio-Techne Corp: conviction=HIGH, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Medtech & diagnostics/Precision biotech & therapeutics
- [UTZ](https://frontierpicks.com/dossiers/UTZ/) — Utz Brands, Inc.: conviction=HIGH, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Networking & optical/Consumer discretionary rotation
- [VRNS](https://frontierpicks.com/dossiers/VRNS/) — Varonis Systems, Inc.: conviction=HIGH, archetype=Earnings inflection, status=DORMANT, themes=Cybersecurity/AI datacenter infrastructure
- [ABT](https://frontierpicks.com/dossiers/ABT/) — Abbott Laboratories: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Medtech & diagnostics/Precision biotech & therapeutics
- [ABX](https://frontierpicks.com/dossiers/ABX/) — Abacus Global Management, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Small-cap value rotation/Precision biotech & therapeutics/Crypto exchanges & financials
- [ACB](https://frontierpicks.com/dossiers/ACB/) — Aurora Cannabis Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Cannabis reclassification
- [ACIW](https://frontierpicks.com/dossiers/ACIW/) — ACI Worldwide, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=M&A & special situations/AI datacenter infrastructure/Fintech & consumer credit
- [ADBE](https://frontierpicks.com/dossiers/ADBE/) — Adobe Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI enterprise software
- [AGIO](https://frontierpicks.com/dossiers/AGIO/) — Agios Pharmaceuticals, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Rare disease & gene therapy
- [AKAM](https://frontierpicks.com/dossiers/AKAM/) — Akamai Technologies, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure/Cybersecurity/AI enterprise software/Cyclical industrials
- [ALAB](https://frontierpicks.com/dossiers/ALAB/) — Astera Labs, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/AI chips & memory/Networking & optical
- [ALGT](https://frontierpicks.com/dossiers/ALGT/) — Allegiant Travel Company: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Travel & leisure/Semi foundry & equipment/Consumer discretionary rotation/Oil, energy & geopolitical
- [ALK](https://frontierpicks.com/dossiers/ALK/) — Alaska Air Group, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Travel & leisure/Cyclical industrials/Biofuels & low-carbon fuels
- [ALKS](https://frontierpicks.com/dossiers/ALKS/) — Alkermes plc: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Precision biotech & therapeutics
- [ALM](https://frontierpicks.com/dossiers/ALM/) — Almonty Industries Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Critical materials & rare earths/Defense & aerospace/Freight & logistics
- [AMAT](https://frontierpicks.com/dossiers/AMAT/) — Applied Materials, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Semi foundry & equipment/AI datacenter infrastructure/AI chips & memory
- [AMBA](https://frontierpicks.com/dossiers/AMBA/) — Ambarella, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Physical AI & robotics/AI chips & memory/Analog semiconductors
- [AMC](https://frontierpicks.com/dossiers/AMC/) — Amc Entertainment Holdings, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Freight & logistics/Consumer discretionary rotation/Squeeze & momentum setups/Prediction markets & betting
- [AMP](https://frontierpicks.com/dossiers/AMP/) — Ameriprise Financial, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=AI enterprise software/Cyclical industrials/Semi foundry & equipment
- [ANDG](https://frontierpicks.com/dossiers/ANDG/) — Andersen Group Inc.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Managed care & health services/Biofuels & low-carbon fuels
- [ANF](https://frontierpicks.com/dossiers/ANF/) — Abercrombie & Fitch Co.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation
- [ANRO](https://frontierpicks.com/dossiers/ANRO/) — Alto Neuroscience Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics
- [ARXS](https://frontierpicks.com/dossiers/ARXS/) — Arxis, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Space economy/Defense & aerospace/Cyclical industrials
- [ATEYY](https://frontierpicks.com/dossiers/ATEYY/) — Advantest Corporation: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Semi foundry & equipment/AI chips & memory/AI datacenter infrastructure
- [AUR](https://frontierpicks.com/dossiers/AUR/) — Aurora Innovation, Inc.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Physical AI & robotics/Freight & logistics/EV & autonomous mobility
- [AVLN](https://frontierpicks.com/dossiers/AVLN/) — Avalyn Pharma Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics
- [AVTX](https://frontierpicks.com/dossiers/AVTX/) — Avalo Therapeutics, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Binary-catalyst biotech
- [AYA](https://frontierpicks.com/dossiers/AYA/) — Aya Gold & Silver Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Critical materials & rare earths
- [AZTA](https://frontierpicks.com/dossiers/AZTA/) — Azenta, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Medtech & diagnostics/M&A & special situations
- [BBAR](https://frontierpicks.com/dossiers/BBAR/) — Banco BBVA Argentina S.A.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Emerging markets
- [BBWI](https://frontierpicks.com/dossiers/BBWI/) — Bath & Body Works, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Small-cap value rotation
- [BE](https://frontierpicks.com/dossiers/BE/) — Bloom Energy Corporation: conviction=MEDIUM, archetype=Theme leader, status=DORMANT, themes=Industrial power & grid/AI datacenter infrastructure/Biofuels & low-carbon fuels
- [BETA](https://frontierpicks.com/dossiers/BETA/) — Beta Technologies, Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=EV & autonomous mobility/Freight & logistics
- [BH](https://frontierpicks.com/dossiers/BH/) — Biglari Holdings Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/M&A & special situations
- [BHE](https://frontierpicks.com/dossiers/BHE/) — Benchmark Electronics: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/Cyclical industrials/Physical AI & robotics
- [BHVN](https://frontierpicks.com/dossiers/BHVN/) — Biohaven Ltd.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Precision biotech & therapeutics
- [BILL](https://frontierpicks.com/dossiers/BILL/) — BILL Holdings, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Fintech & consumer credit/AI enterprise software
- [BLDP](https://frontierpicks.com/dossiers/BLDP/) — Ballard Power Systems, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Solar & clean energy/Industrial power & grid
- [BLKB](https://frontierpicks.com/dossiers/BLKB/) — Blackbaud, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI enterprise software
- [BLZE](https://frontierpicks.com/dossiers/BLZE/) — Backblaze, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=GPU cloud & neoclouds/AI datacenter infrastructure/Small-cap value rotation
- [BMY](https://frontierpicks.com/dossiers/BMY/) — Bristol-Myers Squibb Co.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Precision biotech & therapeutics/Oncology & immunology/M&A & special situations/Managed care & health services
- [BOLD](https://frontierpicks.com/dossiers/BOLD/) — Boundless Bio, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Rare disease & gene therapy/Oncology & immunology/Precision biotech & therapeutics
- [BTU](https://frontierpicks.com/dossiers/BTU/) — Peabody Energy Corporation: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Oil, energy & geopolitical/Critical materials & rare earths/AI datacenter infrastructure
- [BWLP](https://frontierpicks.com/dossiers/BWLP/) — BW LPG Limited: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Freight & logistics/Oil, energy & geopolitical
- [CBLL](https://frontierpicks.com/dossiers/CBLL/) — CeriBell, Inc.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Medtech & diagnostics/Managed care & health services/Binary-catalyst biotech
- [CBRL](https://frontierpicks.com/dossiers/CBRL/) — Cracker Barrel Old Country Store, Inc: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Managed care & health services
- [CCC](https://frontierpicks.com/dossiers/CCC/) — CCC Intelligent Solutions Holdings Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/AI enterprise software
- [CCS](https://frontierpicks.com/dossiers/CCS/) — Century Communities, Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Housing, homebuilders & proptech/Cyclical industrials
- [CERT](https://frontierpicks.com/dossiers/CERT/) — Certara, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI enterprise software/Precision biotech & therapeutics/Cyclical industrials
- [CGEM](https://frontierpicks.com/dossiers/CGEM/) — Cullinan Therapeutics, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Precision biotech & therapeutics
- [CLMT](https://frontierpicks.com/dossiers/CLMT/) — Calumet, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Oil, energy & geopolitical/Biofuels & low-carbon fuels/Solar & clean energy
- [CLW](https://frontierpicks.com/dossiers/CLW/) — Clearwater Paper Corporation: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Cyclical industrials/Semi foundry & equipment/Freight & logistics
- [CMBT](https://frontierpicks.com/dossiers/CMBT/) — CMB.TECH NV: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Oil, energy & geopolitical/Freight & logistics/M&A & special situations
- [CMCO](https://frontierpicks.com/dossiers/CMCO/) — Columbus McKinnon Corporation: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Cyclical industrials/M&A & special situations/Semi foundry & equipment
- [CME](https://frontierpicks.com/dossiers/CME/) — CME Group Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Prediction markets & betting/Crypto exchanges & financials/AI datacenter infrastructure
- [CMPS](https://frontierpicks.com/dossiers/CMPS/) — COMPASS Pathways Plc: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Cannabis reclassification
- [COHU](https://frontierpicks.com/dossiers/COHU/) — Cohu, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/Semi foundry & equipment/Analog semiconductors/AI chips & memory
- [COTY](https://frontierpicks.com/dossiers/COTY/) — COTY INC: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation
- [CRAI](https://frontierpicks.com/dossiers/CRAI/) — CRA International, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Managed care & health services
- [CRDO](https://frontierpicks.com/dossiers/CRDO/) — Credo Technology Group Holding Ltd: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Networking & optical/AI datacenter infrastructure/AI chips & memory
- [CSTL](https://frontierpicks.com/dossiers/CSTL/) — Castle Biosciences, Inc.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Medtech & diagnostics/Oncology & immunology
- [CTOS](https://frontierpicks.com/dossiers/CTOS/) — Custom Truck One Source, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Industrial power & grid/AI datacenter infrastructure/Cyclical industrials
- [CTRN](https://frontierpicks.com/dossiers/CTRN/) — Citi Trends, Inc.: conviction=MEDIUM, archetype=Retail squeeze, status=DORMANT, themes=Consumer discretionary rotation/Small-cap value rotation/Managed care & health services/Biofuels & low-carbon fuels
- [CTSH](https://frontierpicks.com/dossiers/CTSH/) — Cognizant Technology Solutions Corporation: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI enterprise software/Cyclical industrials/AI datacenter infrastructure/Managed care & health services
- [CXT](https://frontierpicks.com/dossiers/CXT/) — Crane NXT, Co.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=M&A & special situations/Cyclical industrials/Cybersecurity
- [DFIN](https://frontierpicks.com/dossiers/DFIN/) — Donnelley Financial Solutions, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI enterprise software/Cyclical industrials
- [DGII](https://frontierpicks.com/dossiers/DGII/) — Digi International Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI chips & memory/Bitcoin miners/Small-cap value rotation
- [DLTR](https://frontierpicks.com/dossiers/DLTR/) — Dollar Tree Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Managed care & health services/M&A & special situations
- [DRTS](https://frontierpicks.com/dossiers/DRTS/) — Alpha Tau Medical Ltd.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Medtech & diagnostics/Binary-catalyst biotech
- [DSGN](https://frontierpicks.com/dossiers/DSGN/) — Design Therapeutics, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Rare disease & gene therapy
- [DVA](https://frontierpicks.com/dossiers/DVA/) — DaVita Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Managed care & health services
- [DXC](https://frontierpicks.com/dossiers/DXC/) — DXC Technology Company: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI enterprise software/Cyclical industrials/Small-cap value rotation
- [DYN](https://frontierpicks.com/dossiers/DYN/) — Dyne Therapeutics, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Rare disease & gene therapy/Precision biotech & therapeutics/Binary-catalyst biotech
- [EDRY](https://frontierpicks.com/dossiers/EDRY/) — EuroDry Ltd.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Freight & logistics/Cyclical industrials
- [ELF](https://frontierpicks.com/dossiers/ELF/) — e.l.f. Beauty, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Consumer discretionary rotation/Managed care & health services
- [ENTG](https://frontierpicks.com/dossiers/ENTG/) — Entegris, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=AI chips & memory/Analog semiconductors/Semi foundry & equipment
- [EPC](https://frontierpicks.com/dossiers/EPC/) — Edgewell Personal Care Company: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Consumer discretionary rotation
- [EVER](https://frontierpicks.com/dossiers/EVER/) — EverQuote, Inc.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Managed care & health services/Crypto exchanges & financials/AI enterprise software/Fintech & consumer credit
- [FET](https://frontierpicks.com/dossiers/FET/) — Forum Energy Technologies, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Cyclical industrials/Semi foundry & equipment/AI datacenter infrastructure
- [FIGR](https://frontierpicks.com/dossiers/FIGR/) — Figure Technology Solutions, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Crypto exchanges & financials/Fintech & consumer credit
- [FLYW](https://frontierpicks.com/dossiers/FLYW/) — Flywire Corporation Voting: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Fintech & consumer credit/AI enterprise software
- [FORM](https://frontierpicks.com/dossiers/FORM/) — FormFactor, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Semi foundry & equipment/AI chips & memory
- [FSLR](https://frontierpicks.com/dossiers/FSLR/) — First Solar, Inc.: conviction=MEDIUM, archetype=Theme leader, status=DORMANT, themes=Solar & clean energy/Cyclical industrials
- [GCMG](https://frontierpicks.com/dossiers/GCMG/) — GCM Grosvenor Inc.: conviction=MEDIUM, archetype=Theme leader, status=DORMANT, themes=Crypto exchanges & financials/Biofuels & low-carbon fuels/AI datacenter infrastructure/Small-cap value rotation
- [GCT](https://frontierpicks.com/dossiers/GCT/) — GigaCloud Technology Inc: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Consumer discretionary rotation/Small-cap value rotation/Managed care & health services
- [GEN](https://frontierpicks.com/dossiers/GEN/) — Gen Digital Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Cybersecurity/Fintech & consumer credit/AI enterprise software
- [GERN](https://frontierpicks.com/dossiers/GERN/) — Geron Corporation: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Binary-catalyst biotech/Precision biotech & therapeutics
- [GHRS](https://frontierpicks.com/dossiers/GHRS/) — GH Research PLC: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Precision biotech & therapeutics
- [HCC](https://frontierpicks.com/dossiers/HCC/) — Warrior Met Coal, Inc.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Oil, energy & geopolitical/Critical materials & rare earths/Freight & logistics
- [HPK](https://frontierpicks.com/dossiers/HPK/) — HighPeak Energy, Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Oil, energy & geopolitical/Small-cap value rotation
- [HPP](https://frontierpicks.com/dossiers/HPP/) — Hudson Pacific Properties, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Freight & logistics/M&A & special situations/AI datacenter infrastructure
- [HRB](https://frontierpicks.com/dossiers/HRB/) — H&R Block, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Biofuels & low-carbon fuels/Managed care & health services
- [HRI](https://frontierpicks.com/dossiers/HRI/) — Herc Holdings Inc.: conviction=MEDIUM, archetype=Theme leader, status=DORMANT, themes=AI datacenter infrastructure/Industrial power & grid/GPU cloud & neoclouds
- [HTZ](https://frontierpicks.com/dossiers/HTZ/) — Hertz Global Holdings, Inc: conviction=MEDIUM, archetype=Retail squeeze, status=DORMANT, themes=Squeeze & momentum setups/EV & autonomous mobility/Consumer discretionary rotation/Freight & logistics
- [HUBS](https://frontierpicks.com/dossiers/HUBS/) — Hubspot, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI enterprise software
- [IBTA](https://frontierpicks.com/dossiers/IBTA/) — Ibotta, Inc.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=AI enterprise software
- [ICLR](https://frontierpicks.com/dossiers/ICLR/) — ICON plc: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Precision biotech & therapeutics/Oncology & immunology
- [IDYA](https://frontierpicks.com/dossiers/IDYA/) — IDEAYA Biosciences, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Precision biotech & therapeutics/M&A & special situations
- [IESC](https://frontierpicks.com/dossiers/IESC/) — IES Holdings, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/Industrial power & grid
- [IKT](https://frontierpicks.com/dossiers/IKT/) — Inhibikase Therapeutics, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Precision biotech & therapeutics
- [IMAX](https://frontierpicks.com/dossiers/IMAX/) — Imax Corp: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Oil, energy & geopolitical/Freight & logistics/Consumer discretionary rotation/AI enterprise software
- [IMOS](https://frontierpicks.com/dossiers/IMOS/) — ChipMOS TECHNOLOGIES INC.: conviction=MEDIUM, archetype=Theme leader, status=DORMANT, themes=AI chips & memory/Semi foundry & equipment
- [IMVT](https://frontierpicks.com/dossiers/IMVT/) — Immunovant, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Binary-catalyst biotech
- [INTA](https://frontierpicks.com/dossiers/INTA/) — Intapp, Inc.: conviction=MEDIUM, archetype=Theme leader, status=DORMANT, themes=AI enterprise software/AI datacenter infrastructure
- [IPAR](https://frontierpicks.com/dossiers/IPAR/) — Interparfums, Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Consumer discretionary rotation
- [IT](https://frontierpicks.com/dossiers/IT/) — Gartner, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI enterprise software/AI datacenter infrastructure
- [IVA](https://frontierpicks.com/dossiers/IVA/) — Inventiva S.A.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Precision biotech & therapeutics
- [JBIO](https://frontierpicks.com/dossiers/JBIO/) — Jade Biosciences, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Oncology & immunology
- [JRSH](https://frontierpicks.com/dossiers/JRSH/) — Jerash Holdings (US), Inc.: conviction=MEDIUM, archetype=Retail squeeze, status=DORMANT, themes=Consumer discretionary rotation/Small-cap value rotation/Cyclical industrials
- [KELYA](https://frontierpicks.com/dossiers/KELYA/) — Kelly Services, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Managed care & health services/Small-cap value rotation/AI datacenter infrastructure
- [KEYS](https://frontierpicks.com/dossiers/KEYS/) — Keysight Technologies, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/Networking & optical/Semi foundry & equipment
- [KMX](https://frontierpicks.com/dossiers/KMX/) — CarMax Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Fintech & consumer credit
- [KNSA](https://frontierpicks.com/dossiers/KNSA/) — Kiniksa Pharmaceuticals International, plc: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Rare disease & gene therapy/Precision biotech & therapeutics
- [LAD](https://frontierpicks.com/dossiers/LAD/) — Lithia Motors, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Fintech & consumer credit/Semi foundry & equipment
- [LBRX](https://frontierpicks.com/dossiers/LBRX/) — LB Pharmaceuticals Inc: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics
- [LGND](https://frontierpicks.com/dossiers/LGND/) — Ligand Pharmaceuticals Incorporated: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Precision biotech & therapeutics
- [LILA](https://frontierpicks.com/dossiers/LILA/) — Liberty Latin America Ltd.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=M&A & special situations/Emerging markets
- [MASS](https://frontierpicks.com/dossiers/MASS/) — 908 Devices Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Medtech & diagnostics/Defense & aerospace/Cyclical industrials
- [MCS](https://frontierpicks.com/dossiers/MCS/) — The Marcus Corporation: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Freight & logistics/Consumer discretionary rotation/Travel & leisure
- [MEI](https://frontierpicks.com/dossiers/MEI/) — Methode Electronics: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure/Industrial power & grid/Cyclical industrials
- [MESO](https://frontierpicks.com/dossiers/MESO/) — Mesoblast Limited: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Rare disease & gene therapy
- [MGTX](https://frontierpicks.com/dossiers/MGTX/) — MeiraGTx Holdings plc: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Rare disease & gene therapy/Precision biotech & therapeutics
- [MIRM](https://frontierpicks.com/dossiers/MIRM/) — Mirum Pharmaceuticals, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Precision biotech & therapeutics/Rare disease & gene therapy
- [MNPR](https://frontierpicks.com/dossiers/MNPR/) — Monopar Therapeutics Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Rare disease & gene therapy/Squeeze & momentum setups
- [MNTN](https://frontierpicks.com/dossiers/MNTN/) — MNTN, Inc.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=AI enterprise software
- [MYRG](https://frontierpicks.com/dossiers/MYRG/) — MYR Group, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Industrial power & grid/AI datacenter infrastructure
- [NEOG](https://frontierpicks.com/dossiers/NEOG/) — Neogen Corporation: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Medtech & diagnostics/M&A & special situations
- [NESR](https://frontierpicks.com/dossiers/NESR/) — National Energy Services Reunited Corp: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Oil, energy & geopolitical/Managed care & health services/AI datacenter infrastructure
- [NGNE](https://frontierpicks.com/dossiers/NGNE/) — Neurogene Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Rare disease & gene therapy
- [NKTR](https://frontierpicks.com/dossiers/NKTR/) — Nektar Therapeutics: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Binary-catalyst biotech/M&A & special situations
- [NOG](https://frontierpicks.com/dossiers/NOG/) — Northern Oil and Gas, Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Oil, energy & geopolitical
- [NTSK](https://frontierpicks.com/dossiers/NTSK/) — Netskope, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Cybersecurity/AI datacenter infrastructure
- [NVCR](https://frontierpicks.com/dossiers/NVCR/) — NovoCure Limited: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Medtech & diagnostics
- [NWL](https://frontierpicks.com/dossiers/NWL/) — Newell Brands Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Cyclical industrials
- [NXT](https://frontierpicks.com/dossiers/NXT/) — Nextpower Inc.: conviction=MEDIUM, archetype=Theme leader, status=DORMANT, themes=Solar & clean energy/Industrial power & grid/AI datacenter infrastructure
- [ODTX](https://frontierpicks.com/dossiers/ODTX/) — Odyssey Therapeutics, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/AI datacenter infrastructure/Precision biotech & therapeutics
- [OII](https://frontierpicks.com/dossiers/OII/) — Oceaneering International Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Oil, energy & geopolitical/Physical AI & robotics
- [OOMA](https://frontierpicks.com/dossiers/OOMA/) — Ooma, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=GPU cloud & neoclouds/Semi foundry & equipment/Critical materials & rare earths/Small-cap value rotation
- [OTEX](https://frontierpicks.com/dossiers/OTEX/) — Open Text Corporation: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI enterprise software/Cyclical industrials
- [OWL](https://frontierpicks.com/dossiers/OWL/) — Blue Owl Capital Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Biofuels & low-carbon fuels/AI datacenter infrastructure/Crypto exchanges & financials
- [OXM](https://frontierpicks.com/dossiers/OXM/) — Oxford Industries, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Small-cap value rotation/M&A & special situations
- [PARR](https://frontierpicks.com/dossiers/PARR/) — Par Pacific Holdings, Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Oil, energy & geopolitical
- [PD](https://frontierpicks.com/dossiers/PD/) — PagerDuty, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI enterprise software/M&A & special situations
- [PENG](https://frontierpicks.com/dossiers/PENG/) — Penguin Solutions, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/AI chips & memory/Small-cap value rotation
- [PENN](https://frontierpicks.com/dossiers/PENN/) — PENN Entertainment, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Prediction markets & betting/Crypto exchanges & financials
- [PESI](https://frontierpicks.com/dossiers/PESI/) — Perma-Fix Environmental Services, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Nuclear & uranium
- [PGEN](https://frontierpicks.com/dossiers/PGEN/) — Precigen, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Rare disease & gene therapy
- [PK](https://frontierpicks.com/dossiers/PK/) — Park Hotels & Resorts Inc.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Travel & leisure/Housing, homebuilders & proptech
- [PLMR](https://frontierpicks.com/dossiers/PLMR/) — Palomar Holdings, Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Managed care & health services/Oil, energy & geopolitical/Small-cap value rotation
- [PNRG](https://frontierpicks.com/dossiers/PNRG/) — PrimeEnergy Resources Corporation: conviction=MEDIUM, archetype=Retail squeeze, status=DORMANT, themes=Oil, energy & geopolitical/Small-cap value rotation
- [PPTA](https://frontierpicks.com/dossiers/PPTA/) — Perpetua Resources Corp.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Critical materials & rare earths/Industrial power & grid
- [PRCH](https://frontierpicks.com/dossiers/PRCH/) — Porch Group, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Housing, homebuilders & proptech/Managed care & health services
- [PRGS](https://frontierpicks.com/dossiers/PRGS/) — Progress Software Corporation: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI enterprise software/M&A & special situations
- [PRM](https://frontierpicks.com/dossiers/PRM/) — Perimeter Solutions, Inc.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Managed care & health services/M&A & special situations/Defense & aerospace
- [PTGX](https://frontierpicks.com/dossiers/PTGX/) — Protagonist Therapeutics, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Rare disease & gene therapy
- [QTWO](https://frontierpicks.com/dossiers/QTWO/) — Q2 Holdings Inc: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=AI enterprise software/Crypto exchanges & financials
- [RAPP](https://frontierpicks.com/dossiers/RAPP/) — Rapport Therapeutics, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Binary-catalyst biotech
- [RCKT](https://frontierpicks.com/dossiers/RCKT/) — Rocket Pharmaceuticals, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Rare disease & gene therapy/Binary-catalyst biotech
- [RDIB](https://frontierpicks.com/dossiers/RDIB/) — Reading International Inc: conviction=MEDIUM, archetype=Retail squeeze, status=DORMANT, themes=Consumer discretionary rotation/Freight & logistics/Housing, homebuilders & proptech/Small-cap value rotation
- [RELY](https://frontierpicks.com/dossiers/RELY/) — Remitly Global, Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Fintech & consumer credit/Crypto exchanges & financials
- [RGEN](https://frontierpicks.com/dossiers/RGEN/) — Repligen Corporation: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Freight & logistics/Medtech & diagnostics/Rare disease & gene therapy
- [RLYB](https://frontierpicks.com/dossiers/RLYB/) — Rallybio Corporation: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Precision biotech & therapeutics/Oncology & immunology
- [RMAX](https://frontierpicks.com/dossiers/RMAX/) — Re/Max Holdings, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Housing, homebuilders & proptech
- [RRGB](https://frontierpicks.com/dossiers/RRGB/) — Red Robin Gourmet Burgers, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation
- [SAP](https://frontierpicks.com/dossiers/SAP/) — SAP SE: conviction=MEDIUM, archetype=Theme leader, status=DORMANT, themes=AI enterprise software/Small-cap value rotation
- [SBSW](https://frontierpicks.com/dossiers/SBSW/) — Sibanye-Stillwater: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Critical materials & rare earths/Cybersecurity
- [SE](https://frontierpicks.com/dossiers/SE/) — Sea Limited: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Emerging markets/Fintech & consumer credit/Consumer discretionary rotation
- [SEPN](https://frontierpicks.com/dossiers/SEPN/) — Septerna, Inc.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Precision biotech & therapeutics
- [SKM](https://frontierpicks.com/dossiers/SKM/) — SK Telecom Co., Ltd.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure/Emerging markets/Mega-cap AI platforms
- [SMRT](https://frontierpicks.com/dossiers/SMRT/) — SmartRent, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Small-cap value rotation/Housing, homebuilders & proptech/Consumer discretionary rotation
- [SMWB](https://frontierpicks.com/dossiers/SMWB/) — Similarweb Ltd.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI enterprise software/AI datacenter infrastructure
- [SNDX](https://frontierpicks.com/dossiers/SNDX/) — Syndax Pharmaceuticals, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Precision biotech & therapeutics
- [SNEX](https://frontierpicks.com/dossiers/SNEX/) — StoneX Group Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Crypto exchanges & financials/Prediction markets & betting
- [SOPH](https://frontierpicks.com/dossiers/SOPH/) — SOPHiA GENETICS SA: conviction=MEDIUM, archetype=Theme leader, status=DORMANT, themes=Medtech & diagnostics/AI enterprise software
- [SPSC](https://frontierpicks.com/dossiers/SPSC/) — SPS Commerce, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI enterprise software/Freight & logistics
- [STTK](https://frontierpicks.com/dossiers/STTK/) — Shattuck Labs, Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Precision biotech & therapeutics/Rare disease & gene therapy/Oncology & immunology
- [SYNA](https://frontierpicks.com/dossiers/SYNA/) — Synaptics Incorporated: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Analog semiconductors/AI chips & memory
- [TBLA](https://frontierpicks.com/dossiers/TBLA/) — Taboola.com Ltd.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI enterprise software/AI datacenter infrastructure/Cyclical industrials
- [TNXP](https://frontierpicks.com/dossiers/TNXP/) — Tonix Pharmaceuticals Holding Corp.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Precision biotech & therapeutics/Small-cap value rotation
- [TOI](https://frontierpicks.com/dossiers/TOI/) — The Oncology Institute, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Managed care & health services/Small-cap value rotation
- [TRVI](https://frontierpicks.com/dossiers/TRVI/) — Trevi Therapeutics, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Binary-catalyst biotech
- [TTMI](https://frontierpicks.com/dossiers/TTMI/) — TTM Technologies, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/Defense & aerospace/Cyclical industrials/AI chips & memory
- [ULCC](https://frontierpicks.com/dossiers/ULCC/) — Frontier Group Holdings, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Travel & leisure/Oil, energy & geopolitical
- [UNH](https://frontierpicks.com/dossiers/UNH/) — Unitedhealth Group Incorporated: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Managed care & health services
- [UROY](https://frontierpicks.com/dossiers/UROY/) — Uranium Royalty Corp.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Nuclear & uranium/Precision biotech & therapeutics
- [USO](https://frontierpicks.com/dossiers/USO/) — United States Oil Fund, LP: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Oil, energy & geopolitical/Freight & logistics
- [VCYT](https://frontierpicks.com/dossiers/VCYT/) — Veracyte, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Medtech & diagnostics/Oncology & immunology
- [VEEV](https://frontierpicks.com/dossiers/VEEV/) — Veeva Systems Inc.: conviction=MEDIUM, archetype=Theme leader, status=DORMANT, themes=AI enterprise software/Medtech & diagnostics
- [VET](https://frontierpicks.com/dossiers/VET/) — Vermilion Energy Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Oil, energy & geopolitical
- [VG](https://frontierpicks.com/dossiers/VG/) — Venture Global, Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Oil, energy & geopolitical/AI datacenter infrastructure
- [VIA](https://frontierpicks.com/dossiers/VIA/) — Via Transportation, Inc.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=EV & autonomous mobility/AI enterprise software
- [VIOT](https://frontierpicks.com/dossiers/VIOT/) — Viomi Technology Co., Ltd: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Consumer discretionary rotation/Semi foundry & equipment
- [WDAY](https://frontierpicks.com/dossiers/WDAY/) — Workday, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=AI enterprise software
- [WEX](https://frontierpicks.com/dossiers/WEX/) — WEX Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Fintech & consumer credit/Cyclical industrials/EV & autonomous mobility
- [WIX](https://frontierpicks.com/dossiers/WIX/) — Wix.com Ltd.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI enterprise software/AI datacenter infrastructure
- [WK](https://frontierpicks.com/dossiers/WK/) — Workiva Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI enterprise software/Binary-catalyst biotech
- [WNC](https://frontierpicks.com/dossiers/WNC/) — Wabash National Corp.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Cyclical industrials/Freight & logistics
- [XGN](https://frontierpicks.com/dossiers/XGN/) — Exagen Inc.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Medtech & diagnostics
- [YETI](https://frontierpicks.com/dossiers/YETI/) — YETI Holdings, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Freight & logistics
- [YEXT](https://frontierpicks.com/dossiers/YEXT/) — Yext, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI enterprise software
- [ZBIO](https://frontierpicks.com/dossiers/ZBIO/) — Zenas BioPharma, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Oncology & immunology/Rare disease & gene therapy
- [ZBRA](https://frontierpicks.com/dossiers/ZBRA/) — Zebra Technologies Corporation: conviction=MEDIUM, archetype=Theme leader, status=DORMANT, themes=AI enterprise software/Physical AI & robotics
- [ZETA](https://frontierpicks.com/dossiers/ZETA/) — Zeta Global Holdings Corp.: conviction=MEDIUM, archetype=Theme leader, status=DORMANT, themes=AI enterprise software
- [ZIP](https://frontierpicks.com/dossiers/ZIP/) — ZipRecruiter, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Managed care & health services/AI datacenter infrastructure
- [ZURA](https://frontierpicks.com/dossiers/ZURA/) — Zura Bio Limited: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Precision biotech & therapeutics/Oncology & immunology
- [ZYME](https://frontierpicks.com/dossiers/ZYME/) — Zymeworks Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Precision biotech & therapeutics
- [AAON](https://frontierpicks.com/dossiers/AAON/) — AAON, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/Cybersecurity/Industrial power & grid
- [ABEO](https://frontierpicks.com/dossiers/ABEO/) — Abeona Therapeutics Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Rare disease & gene therapy/Precision biotech & therapeutics
- [ABNB](https://frontierpicks.com/dossiers/ABNB/) — Airbnb, Inc.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Consumer discretionary rotation/AI enterprise software
- [ACDC](https://frontierpicks.com/dossiers/ACDC/) — ProFrac Holding Corp.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Oil, energy & geopolitical/Managed care & health services
- [ACHC](https://frontierpicks.com/dossiers/ACHC/) — Acadia Healthcare Company, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Managed care & health services
- [ACHR](https://frontierpicks.com/dossiers/ACHR/) — Archer Aviation Inc.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Defense & aerospace/Physical AI & robotics/M&A & special situations
- [ACLS](https://frontierpicks.com/dossiers/ACLS/) — Axcelis Technologies, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Semi foundry & equipment/AI chips & memory/M&A & special situations/AI datacenter infrastructure
- [ACMR](https://frontierpicks.com/dossiers/ACMR/) — ACM Research, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Semi foundry & equipment/AI datacenter infrastructure
- [ACN](https://frontierpicks.com/dossiers/ACN/) — Accenture PLC: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software/Managed care & health services/Cyclical industrials
- [ADI](https://frontierpicks.com/dossiers/ADI/) — Analog Devices, Inc.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=Analog semiconductors/AI datacenter infrastructure/Industrial power & grid
- [ADSK](https://frontierpicks.com/dossiers/ADSK/) — Autodesk, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software/Housing, homebuilders & proptech
- [ADTN](https://frontierpicks.com/dossiers/ADTN/) — ADTRAN Holdings, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Networking & optical/Cyclical industrials
- [AEM](https://frontierpicks.com/dossiers/AEM/) — Agnico Eagle Mines Ltd.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Critical materials & rare earths/Housing, homebuilders & proptech
- [AFRM](https://frontierpicks.com/dossiers/AFRM/) — Affirm Holdings, Inc.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Fintech & consumer credit/Consumer discretionary rotation
- [AGX](https://frontierpicks.com/dossiers/AGX/) — Argan, Inc: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/Industrial power & grid
- [AGYS](https://frontierpicks.com/dossiers/AGYS/) — Agilysys, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software
- [AIP](https://frontierpicks.com/dossiers/AIP/) — Arteris, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI chips & memory/AI datacenter infrastructure
- [AIRO](https://frontierpicks.com/dossiers/AIRO/) — AIRO Group Holdings, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Defense & aerospace/Small-cap value rotation
- [AKBA](https://frontierpicks.com/dossiers/AKBA/) — Akebia Therapeutics, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics
- [ALGM](https://frontierpicks.com/dossiers/ALGM/) — Allegro MicroSystems, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Analog semiconductors/AI datacenter infrastructure/Industrial power & grid
- [ALHC](https://frontierpicks.com/dossiers/ALHC/) — Alignment Healthcare, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Managed care & health services/Small-cap value rotation
- [ALLE](https://frontierpicks.com/dossiers/ALLE/) — Allegion Public Limited Company: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Housing, homebuilders & proptech/AI datacenter infrastructure
- [ALMS](https://frontierpicks.com/dossiers/ALMS/) — Alumis Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Precision biotech & therapeutics
- [ALNT](https://frontierpicks.com/dossiers/ALNT/) — Allient Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Cyclical industrials/Physical AI & robotics/Critical materials & rare earths
- [ALTO](https://frontierpicks.com/dossiers/ALTO/) — Alto Ingredients, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Biofuels & low-carbon fuels/Cyclical industrials/Small-cap value rotation
- [AMBQ](https://frontierpicks.com/dossiers/AMBQ/) — Ambiq Micro, Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=AI chips & memory/Small-cap value rotation
- [AMKR](https://frontierpicks.com/dossiers/AMKR/) — Amkor Technology, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Semi foundry & equipment/AI chips & memory
- [AMN](https://frontierpicks.com/dossiers/AMN/) — AMN Healthcare Services: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Managed care & health services/Prediction markets & betting
- [AMRX](https://frontierpicks.com/dossiers/AMRX/) — Amneal Pharmaceuticals, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Precision biotech & therapeutics
- [ANAB](https://frontierpicks.com/dossiers/ANAB/) — AnaptysBio, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Precision biotech & therapeutics/Oncology & immunology
- [AOSL](https://frontierpicks.com/dossiers/AOSL/) — Alpha and Omega Semiconductor Limited: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/AI chips & memory
- [APH](https://frontierpicks.com/dossiers/APH/) — Amphenol Corporation: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/Analog semiconductors
- [APPS](https://frontierpicks.com/dossiers/APPS/) — Digital Turbine, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software/Precision biotech & therapeutics/Consumer discretionary rotation
- [ARCT](https://frontierpicks.com/dossiers/ARCT/) — Arcturus Therapeutics Holdings Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology
- [AREC](https://frontierpicks.com/dossiers/AREC/) — American Resources Corporation: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Critical materials & rare earths
- [ARES](https://frontierpicks.com/dossiers/ARES/) — Ares Management Corporation: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Biofuels & low-carbon fuels/Semi foundry & equipment/AI datacenter infrastructure
- [ARHS](https://frontierpicks.com/dossiers/ARHS/) — Arhaus, Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Consumer discretionary rotation/Freight & logistics/Cyclical industrials/Managed care & health services
- [ASX](https://frontierpicks.com/dossiers/ASX/) — ASE Technology Holding Co., Ltd.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Semi foundry & equipment/AI datacenter infrastructure/AI chips & memory
- [ATEN](https://frontierpicks.com/dossiers/ATEN/) — A10 Networks Inc: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=AI datacenter infrastructure/Networking & optical
- [ATHM](https://frontierpicks.com/dossiers/ATHM/) — Autohome Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Emerging markets/Crypto exchanges & financials
- [AUTL](https://frontierpicks.com/dossiers/AUTL/) — Autolus Therapeutics plc: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Oncology & immunology/Rare disease & gene therapy
- [AVR](https://frontierpicks.com/dossiers/AVR/) — Anteris Technologies Global Corp.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Medtech & diagnostics/Oncology & immunology
- [AVTR](https://frontierpicks.com/dossiers/AVTR/) — Avantor, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Medtech & diagnostics/Precision biotech & therapeutics
- [AVXL](https://frontierpicks.com/dossiers/AVXL/) — Anavex Life Sciences Corp.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Crypto exchanges & financials/Precision biotech & therapeutics
- [BABA](https://frontierpicks.com/dossiers/BABA/) — Alibaba Group Holding Limited: conviction=LOW, archetype=Compounder, status=DORMANT, themes=AI enterprise software/AI datacenter infrastructure/Emerging markets/Semi foundry & equipment
- [BAK](https://frontierpicks.com/dossiers/BAK/) — Braskem S.A.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Emerging markets/M&A & special situations/Biofuels & low-carbon fuels
- [BAND](https://frontierpicks.com/dossiers/BAND/) — Bandwidth Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=GPU cloud & neoclouds/AI datacenter infrastructure/Small-cap value rotation
- [BB](https://frontierpicks.com/dossiers/BB/) — BlackBerry Limited: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=AI enterprise software/Cybersecurity/AI chips & memory
- [BBBY](https://frontierpicks.com/dossiers/BBBY/) — Bed Bath & Beyond, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Cyclical industrials/Crypto exchanges & financials/Consumer discretionary rotation/Squeeze & momentum setups
- [BBY](https://frontierpicks.com/dossiers/BBY/) — Best Buy Company, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/AI datacenter infrastructure
- [BCAX](https://frontierpicks.com/dossiers/BCAX/) — Bicara Therapeutics Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Binary-catalyst biotech
- [BEEM](https://frontierpicks.com/dossiers/BEEM/) — Beam Global: conviction=LOW, archetype=Special situation, status=DORMANT, themes=EV & autonomous mobility
- [BHC](https://frontierpicks.com/dossiers/BHC/) — Bausch Health Companies Inc: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Precision biotech & therapeutics/Binary-catalyst biotech
- [BIOA](https://frontierpicks.com/dossiers/BIOA/) — BioAge Labs, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Oncology & immunology
- [BIRK](https://frontierpicks.com/dossiers/BIRK/) — Birkenstock Holding plc: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Consumer discretionary rotation
- [BJRI](https://frontierpicks.com/dossiers/BJRI/) — BJ's Restaurants, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Small-cap value rotation
- [BKNG](https://frontierpicks.com/dossiers/BKNG/) — Booking Holdings Inc.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Travel & leisure/AI enterprise software
- [BKSY](https://frontierpicks.com/dossiers/BKSY/) — BlackSky Technology Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Space economy/Defense & aerospace
- [BMA](https://frontierpicks.com/dossiers/BMA/) — Banco Macro S.A.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Emerging markets
- [BRBR](https://frontierpicks.com/dossiers/BRBR/) — BellRing Brands, Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Consumer discretionary rotation
- [BRKR](https://frontierpicks.com/dossiers/BRKR/) — Bruker Corporation: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Medtech & diagnostics/AI chips & memory/Oil, energy & geopolitical/Physical AI & robotics
- [BROS](https://frontierpicks.com/dossiers/BROS/) — Dutch Bros Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Consumer discretionary rotation
- [BSIN](https://frontierpicks.com/dossiers/BSIN/) — Big Sky Industrial Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Oil, energy & geopolitical/Industrial power & grid/Critical materials & rare earths/Biofuels & low-carbon fuels
- [BTBT](https://frontierpicks.com/dossiers/BTBT/) — Bit Digital, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=GPU cloud & neoclouds/AI datacenter infrastructure/Crypto exchanges & financials
- [BTDR](https://frontierpicks.com/dossiers/BTDR/) — Bitdeer Technologies Group: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Bitcoin miners/AI datacenter infrastructure/GPU cloud & neoclouds/Industrial power & grid
- [BTE](https://frontierpicks.com/dossiers/BTE/) — Baytex Energy Corp.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Oil, energy & geopolitical
- [BVS](https://frontierpicks.com/dossiers/BVS/) — Bioventus Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Medtech & diagnostics/Managed care & health services/Small-cap value rotation
- [BWIN](https://frontierpicks.com/dossiers/BWIN/) — The Baldwin Insurance Group, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Semi foundry & equipment
- [BXC](https://frontierpicks.com/dossiers/BXC/) — BlueLinx Holdings Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Housing, homebuilders & proptech
- [CABA](https://frontierpicks.com/dossiers/CABA/) — Cabaletta Bio, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Rare disease & gene therapy/AI enterprise software
- [CACI](https://frontierpicks.com/dossiers/CACI/) — CACI INTERNATIONAL CLA: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Defense & aerospace
- [CAKE](https://frontierpicks.com/dossiers/CAKE/) — Cheesecake Factory Incorporated (The): conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation
- [CAL](https://frontierpicks.com/dossiers/CAL/) — Caleres Inc: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Consumer discretionary rotation/Small-cap value rotation/Binary-catalyst biotech
- [CARG](https://frontierpicks.com/dossiers/CARG/) — CarGurus, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Managed care & health services/Consumer discretionary rotation
- [CCXI](https://frontierpicks.com/dossiers/CCXI/) — Churchill Capital Corp XI: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Physical AI & robotics
- [CDNL](https://frontierpicks.com/dossiers/CDNL/) — Cardinal Infrastructure Group Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/Cyclical industrials
- [CDW](https://frontierpicks.com/dossiers/CDW/) — CDW Corporation: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=AI datacenter infrastructure/AI enterprise software
- [CECO](https://frontierpicks.com/dossiers/CECO/) — CECO Environmental Corp.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=AI datacenter infrastructure/Industrial power & grid
- [CERS](https://frontierpicks.com/dossiers/CERS/) — Cerus Corporation: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Precision biotech & therapeutics/Small-cap value rotation
- [CEVA](https://frontierpicks.com/dossiers/CEVA/) — CEVA, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI chips & memory/Physical AI & robotics
- [CGC](https://frontierpicks.com/dossiers/CGC/) — Canopy Growth Corporation: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Cannabis reclassification/Consumer discretionary rotation
- [CHYM](https://frontierpicks.com/dossiers/CHYM/) — Chime Financial, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Fintech & consumer credit
- [CLDX](https://frontierpicks.com/dossiers/CLDX/) — Celldex Therapeutics, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Oncology & immunology/Rare disease & gene therapy
- [CLFD](https://frontierpicks.com/dossiers/CLFD/) — Clearfield, Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Networking & optical/AI datacenter infrastructure
- [CLOV](https://frontierpicks.com/dossiers/CLOV/) — Clover Health Investments, Corp.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Managed care & health services/Binary-catalyst biotech
- [CLPT](https://frontierpicks.com/dossiers/CLPT/) — ClearPoint Neuro, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Medtech & diagnostics/Rare disease & gene therapy/Precision biotech & therapeutics
- [CLS](https://frontierpicks.com/dossiers/CLS/) — Celestica, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/Cyclical industrials/Mega-cap AI platforms
- [CNMD](https://frontierpicks.com/dossiers/CNMD/) — CONMED Corporation: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Medtech & diagnostics/M&A & special situations
- [COCO](https://frontierpicks.com/dossiers/COCO/) — The Vita Coco Company, Inc.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Consumer discretionary rotation/Cybersecurity
- [CODI](https://frontierpicks.com/dossiers/CODI/) — Compass Diversified: conviction=LOW, archetype=Special situation, status=DORMANT, themes=M&A & special situations/Consumer discretionary rotation
- [COMP](https://frontierpicks.com/dossiers/COMP/) — Compass, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Housing, homebuilders & proptech/Cyclical industrials
- [CORT](https://frontierpicks.com/dossiers/CORT/) — Corcept Therapeutics Incorporated: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Binary-catalyst biotech/Precision biotech & therapeutics
- [CPIX](https://frontierpicks.com/dossiers/CPIX/) — Cumberland Pharmaceuticals Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=M&A & special situations/Precision biotech & therapeutics/Rare disease & gene therapy
- [CRL](https://frontierpicks.com/dossiers/CRL/) — Charles River Laboratories International, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Medtech & diagnostics/Precision biotech & therapeutics
- [CROX](https://frontierpicks.com/dossiers/CROX/) — Crocs, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Cyclical industrials
- [CRS](https://frontierpicks.com/dossiers/CRS/) — Carpenter Technology Corp: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Defense & aerospace/Critical materials & rare earths/Managed care & health services
- [CRTO](https://frontierpicks.com/dossiers/CRTO/) — Criteo S.A.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/AI enterprise software
- [CRVS](https://frontierpicks.com/dossiers/CRVS/) — Corvus Pharmaceuticals, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Binary-catalyst biotech/Precision biotech & therapeutics
- [CSCO](https://frontierpicks.com/dossiers/CSCO/) — Cisco Systems, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software/Networking & optical/AI datacenter infrastructure/Cyclical industrials
- [CSIQ](https://frontierpicks.com/dossiers/CSIQ/) — Canadian Solar Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Solar & clean energy/Cyclical industrials/AI chips & memory
- [CVLG](https://frontierpicks.com/dossiers/CVLG/) — Covenant Logistics Group, Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Freight & logistics/Managed care & health services
- [DDD](https://frontierpicks.com/dossiers/DDD/) — 3D Systems Corporation: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Critical materials & rare earths/Defense & aerospace/Cyclical industrials/AI datacenter infrastructure
- [DFDV](https://frontierpicks.com/dossiers/DFDV/) — DeFi Development Corp.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Crypto exchanges & financials
- [DFTX](https://frontierpicks.com/dossiers/DFTX/) — Definium Therapeutics, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Precision biotech & therapeutics
- [DIOD](https://frontierpicks.com/dossiers/DIOD/) — Diodes Incorporated: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=Analog semiconductors/AI datacenter infrastructure/Industrial power & grid/Semi foundry & equipment
- [DJT](https://frontierpicks.com/dossiers/DJT/) — Trump Media & Technology Group Corp.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Cyclical industrials/AI datacenter infrastructure/Crypto exchanges & financials/AI enterprise software
- [DNTH](https://frontierpicks.com/dossiers/DNTH/) — Dianthus Therapeutics, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Rare disease & gene therapy/Oncology & immunology/Binary-catalyst biotech
- [DNUT](https://frontierpicks.com/dossiers/DNUT/) — Krispy Kreme, Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Consumer discretionary rotation/M&A & special situations/Squeeze & momentum setups
- [DOCN](https://frontierpicks.com/dossiers/DOCN/) — DigitalOcean Holdings, Inc.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=GPU cloud & neoclouds/AI datacenter infrastructure/AI enterprise software/AI chips & memory
- [DOCU](https://frontierpicks.com/dossiers/DOCU/) — DocuSign, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software/Cyclical industrials
- [DRD](https://frontierpicks.com/dossiers/DRD/) — DRDGOLD Ltd.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Critical materials & rare earths/Crypto exchanges & financials
- [DUOT](https://frontierpicks.com/dossiers/DUOT/) — Duos Technologies Group, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure/GPU cloud & neoclouds
- [DXCM](https://frontierpicks.com/dossiers/DXCM/) — DexCom, Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Medtech & diagnostics/Precision biotech & therapeutics
- [DXYZ](https://frontierpicks.com/dossiers/DXYZ/) — Destiny Tech100 Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=AI datacenter infrastructure/Space economy
- [EFOR](https://frontierpicks.com/dossiers/EFOR/) — Everforth, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Defense & aerospace/AI enterprise software/Managed care & health services
- [ELVN](https://frontierpicks.com/dossiers/ELVN/) — Enliven Therapeutics, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Binary-catalyst biotech
- [ELVR](https://frontierpicks.com/dossiers/ELVR/) — Elevra Lithium Limited: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Critical materials & rare earths/Cyclical industrials
- [ENOV](https://frontierpicks.com/dossiers/ENOV/) — Enovis Corporation: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Medtech & diagnostics/Cyclical industrials
- [ENPH](https://frontierpicks.com/dossiers/ENPH/) — Enphase Energy, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Solar & clean energy/Industrial power & grid/AI datacenter infrastructure
- [ENVA](https://frontierpicks.com/dossiers/ENVA/) — Enova International, Inc.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Fintech & consumer credit/Biofuels & low-carbon fuels
- [EPAM](https://frontierpicks.com/dossiers/EPAM/) — EPAM SYSTEMS, INC.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure
- [EQNR](https://frontierpicks.com/dossiers/EQNR/) — Equinor ASA: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Oil, energy & geopolitical/Cybersecurity/AI datacenter infrastructure
- [ERAS](https://frontierpicks.com/dossiers/ERAS/) — Erasca, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Binary-catalyst biotech
- [ERO](https://frontierpicks.com/dossiers/ERO/) — Ero Copper Corp.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Critical materials & rare earths/Industrial power & grid
- [EVH](https://frontierpicks.com/dossiers/EVH/) — Evolent Health, Inc: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Managed care & health services/Oncology & immunology
- [EXFY](https://frontierpicks.com/dossiers/EXFY/) — Expensify, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software/Fintech & consumer credit/Cyclical industrials
- [EXLS](https://frontierpicks.com/dossiers/EXLS/) — ExlService Holdings, Inc.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=AI enterprise software/Managed care & health services
- [EXTR](https://frontierpicks.com/dossiers/EXTR/) — Extreme Networks, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Networking & optical/AI enterprise software/AI datacenter infrastructure
- [FAC](https://frontierpicks.com/dossiers/FAC/) — Factorial Energy Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Solar & clean energy/Freight & logistics/Defense & aerospace/Small-cap value rotation
- [FBIN](https://frontierpicks.com/dossiers/FBIN/) — Fortune Brands Innovations, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Housing, homebuilders & proptech/Cyclical industrials
- [FCEL](https://frontierpicks.com/dossiers/FCEL/) — FuelCell Energy, Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=AI datacenter infrastructure/Industrial power & grid/Solar & clean energy
- [FIG](https://frontierpicks.com/dossiers/FIG/) — Figma, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=AI enterprise software
- [FIVN](https://frontierpicks.com/dossiers/FIVN/) — Five9, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software/AI datacenter infrastructure/Small-cap value rotation
- [FN](https://frontierpicks.com/dossiers/FN/) — Fabrinet: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Networking & optical/AI datacenter infrastructure/Cyclical industrials
- [FOSL](https://frontierpicks.com/dossiers/FOSL/) — Fossil Group, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Small-cap value rotation
- [FOUR](https://frontierpicks.com/dossiers/FOUR/) — Shift4 Payments, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Fintech & consumer credit/Travel & leisure/Consumer discretionary rotation
- [FPS](https://frontierpicks.com/dossiers/FPS/) — Forgent Power Solutions, Inc.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=Industrial power & grid/AI datacenter infrastructure
- [FRD](https://frontierpicks.com/dossiers/FRD/) — Friedman Industries Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Cyclical industrials/Managed care & health services
- [FSLY](https://frontierpicks.com/dossiers/FSLY/) — Fastly, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software/AI datacenter infrastructure/Cybersecurity
- [FTRE](https://frontierpicks.com/dossiers/FTRE/) — Fortrea Holdings Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Binary-catalyst biotech/Managed care & health services
- [FWRD](https://frontierpicks.com/dossiers/FWRD/) — Forward Air Corporation: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Cyclical industrials/Freight & logistics/M&A & special situations
- [G](https://frontierpicks.com/dossiers/G/) — Genpact Limited: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software/Managed care & health services
- [GCO](https://frontierpicks.com/dossiers/GCO/) — Genesco Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Consumer discretionary rotation
- [GDRX](https://frontierpicks.com/dossiers/GDRX/) — GoodRx Holdings, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Managed care & health services/Precision biotech & therapeutics/Cyclical industrials
- [GENI](https://frontierpicks.com/dossiers/GENI/) — Genius Sports Limited: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Prediction markets & betting/AI datacenter infrastructure
- [GFI](https://frontierpicks.com/dossiers/GFI/) — Gold Fields Ltd ADR: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Critical materials & rare earths
- [GFS](https://frontierpicks.com/dossiers/GFS/) — GlobalFoundries Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Semi foundry & equipment/Networking & optical/AI chips & memory
- [GGAL](https://frontierpicks.com/dossiers/GGAL/) — Grupo Financiero Galicia S.A.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Emerging markets
- [GLUE](https://frontierpicks.com/dossiers/GLUE/) — Monte Rosa Therapeutics, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Oncology & immunology
- [GOLF](https://frontierpicks.com/dossiers/GOLF/) — Acushnet Holdings Corp.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Consumer discretionary rotation/Cybersecurity
- [GRND](https://frontierpicks.com/dossiers/GRND/) — Grindr Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Fintech & consumer credit/AI enterprise software/Consumer discretionary rotation
- [GRPN](https://frontierpicks.com/dossiers/GRPN/) — Groupon, Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Squeeze & momentum setups/Consumer discretionary rotation/AI enterprise software
- [GSHD](https://frontierpicks.com/dossiers/GSHD/) — Goosehead Insurance, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Managed care & health services/Housing, homebuilders & proptech/Small-cap value rotation
- [GSM](https://frontierpicks.com/dossiers/GSM/) — Ferroglobe PLC: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Critical materials & rare earths/AI chips & memory
- [GTM](https://frontierpicks.com/dossiers/GTM/) — ZoomInfo Technologies Inc: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software/AI datacenter infrastructure
- [GTN](https://frontierpicks.com/dossiers/GTN/) — Gray Media, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Fintech & consumer credit/Precision biotech & therapeutics/AI enterprise software
- [GTX](https://frontierpicks.com/dossiers/GTX/) — Garrett Motion Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure/Cyclical industrials
- [GWRE](https://frontierpicks.com/dossiers/GWRE/) — Guidewire Software, Inc.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=AI enterprise software/GPU cloud & neoclouds
- [HELE](https://frontierpicks.com/dossiers/HELE/) — Helen of Troy Limited: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/M&A & special situations/Freight & logistics
- [HELP](https://frontierpicks.com/dossiers/HELP/) — Cybin Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Precision biotech & therapeutics/Cannabis reclassification/Binary-catalyst biotech
- [HIMX](https://frontierpicks.com/dossiers/HIMX/) — Himax Technologies, Inc.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=AI enterprise software/Analog semiconductors/Networking & optical/Semi foundry & equipment
- [HIVE](https://frontierpicks.com/dossiers/HIVE/) — HIVE Digital Technologies Ltd.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Bitcoin miners/GPU cloud & neoclouds/AI datacenter infrastructure
- [HMY](https://frontierpicks.com/dossiers/HMY/) — Harmony Gold Mining Company Limited: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Critical materials & rare earths/Industrial power & grid
- [HOV](https://frontierpicks.com/dossiers/HOV/) — Hovnanian Enterprises, Inc. Class A: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Housing, homebuilders & proptech/Cyclical industrials/Managed care & health services
- [HROW](https://frontierpicks.com/dossiers/HROW/) — Harrow, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Managed care & health services
- [HTLD](https://frontierpicks.com/dossiers/HTLD/) — Heartland Express, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Freight & logistics/Cyclical industrials
- [HURN](https://frontierpicks.com/dossiers/HURN/) — Huron Consulting Group Inc.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=AI datacenter infrastructure/Managed care & health services/Small-cap value rotation
- [IART](https://frontierpicks.com/dossiers/IART/) — Integra LifeSciences Holdings Corporation: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Medtech & diagnostics
- [ICHR](https://frontierpicks.com/dossiers/ICHR/) — Ichor Holdings: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Semi foundry & equipment/AI chips & memory/Analog semiconductors
- [IHRT](https://frontierpicks.com/dossiers/IHRT/) — iHeartMedia, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Cyclical industrials/Managed care & health services/AI enterprise software
- [IMRX](https://frontierpicks.com/dossiers/IMRX/) — Immuneering Corporation: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Binary-catalyst biotech
- [INDI](https://frontierpicks.com/dossiers/INDI/) — indie Semiconductor, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Analog semiconductors/AI chips & memory/Physical AI & robotics
- [INFQ](https://frontierpicks.com/dossiers/INFQ/) — Infleqtion, Inc.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Quantum computing
- [INHD](https://frontierpicks.com/dossiers/INHD/) — Inno Holdings Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Squeeze & momentum setups/Oil, energy & geopolitical
- [INNV](https://frontierpicks.com/dossiers/INNV/) — InnovAge Holding Corp.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Managed care & health services/Consumer discretionary rotation
- [INOD](https://frontierpicks.com/dossiers/INOD/) — Innodata Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI enterprise software/AI datacenter infrastructure
- [IPX](https://frontierpicks.com/dossiers/IPX/) — IperionX Limited: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Critical materials & rare earths/Defense & aerospace/Cyclical industrials
- [IQ](https://frontierpicks.com/dossiers/IQ/) — iQIYI, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Semi foundry & equipment/Squeeze & momentum setups/Emerging markets
- [IRWD](https://frontierpicks.com/dossiers/IRWD/) — Ironwood Pharmaceuticals, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/M&A & special situations
- [JACK](https://frontierpicks.com/dossiers/JACK/) — Jack In The Box Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Squeeze & momentum setups/Consumer discretionary rotation/M&A & special situations
- [JBLU](https://frontierpicks.com/dossiers/JBLU/) — JetBlue Airways Corporation: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Travel & leisure/Oil, energy & geopolitical/Consumer discretionary rotation
- [JELD](https://frontierpicks.com/dossiers/JELD/) — JELD-WEN Holding, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Housing, homebuilders & proptech
- [JOBY](https://frontierpicks.com/dossiers/JOBY/) — Joby Aviation, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=EV & autonomous mobility/Defense & aerospace
- [JWEL](https://frontierpicks.com/dossiers/JWEL/) — Jowell Global Ltd.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Biofuels & low-carbon fuels/Semi foundry & equipment/Consumer discretionary rotation
- [KALU](https://frontierpicks.com/dossiers/KALU/) — Kaiser Aluminum Corporation: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Cyclical industrials/Critical materials & rare earths/Defense & aerospace
- [KC](https://frontierpicks.com/dossiers/KC/) — Kingsoft Cloud Holdings Limited: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/Emerging markets
- [KEEL](https://frontierpicks.com/dossiers/KEEL/) — Keel Infrastructure Corp.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure/Bitcoin miners/Industrial power & grid
- [KFRC](https://frontierpicks.com/dossiers/KFRC/) — Kforce Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Managed care & health services/AI datacenter infrastructure/Small-cap value rotation
- [KGS](https://frontierpicks.com/dossiers/KGS/) — Kodiak Gas Services, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Industrial power & grid/AI datacenter infrastructure/Oil, energy & geopolitical
- [KLAC](https://frontierpicks.com/dossiers/KLAC/) — KLA Corporation: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Semi foundry & equipment/AI chips & memory/Analog semiconductors
- [KLC](https://frontierpicks.com/dossiers/KLC/) — KinderCare Learning Companies, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Managed care & health services
- [KMTS](https://frontierpicks.com/dossiers/KMTS/) — Kestra Medical Technologies, Ltd.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Medtech & diagnostics
- [KNX](https://frontierpicks.com/dossiers/KNX/) — Knight-Swift Transportation Holdings Inc.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Freight & logistics/Cyclical industrials/Managed care & health services
- [KOD](https://frontierpicks.com/dossiers/KOD/) — Kodiak Sciences Inc: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Precision biotech & therapeutics
- [KODK](https://frontierpicks.com/dossiers/KODK/) — Eastman Kodak Company: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Cyclical industrials/Industrial power & grid/Precision biotech & therapeutics/M&A & special situations
- [KOPN](https://frontierpicks.com/dossiers/KOPN/) — Kopin Corporation: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure/Defense & aerospace/Networking & optical/Cyclical industrials
- [KOS](https://frontierpicks.com/dossiers/KOS/) — Kosmos Energy Ltd.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Oil, energy & geopolitical
- [KSS](https://frontierpicks.com/dossiers/KSS/) — Kohls Corporation: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Consumer discretionary rotation/Squeeze & momentum setups
- [KVYO](https://frontierpicks.com/dossiers/KVYO/) — Klaviyo, Inc.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=AI enterprise software/AI datacenter infrastructure
- [LAC](https://frontierpicks.com/dossiers/LAC/) — Lithium Americas Corp.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Critical materials & rare earths/Freight & logistics/Oil, energy & geopolitical
- [LAR](https://frontierpicks.com/dossiers/LAR/) — Lithium Argentina AG: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Critical materials & rare earths/M&A & special situations
- [LEGN](https://frontierpicks.com/dossiers/LEGN/) — Legend Biotech Corporation: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Rare disease & gene therapy/Precision biotech & therapeutics/Oncology & immunology
- [LGIH](https://frontierpicks.com/dossiers/LGIH/) — LGI Homes, Inc.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Housing, homebuilders & proptech/Cyclical industrials
- [LGN](https://frontierpicks.com/dossiers/LGN/) — Legence Corp.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/Industrial power & grid
- [LILAK](https://frontierpicks.com/dossiers/LILAK/) — Liberty Latin America Ltd.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=M&A & special situations/Emerging markets
- [LIND](https://frontierpicks.com/dossiers/LIND/) — Lindblad Expeditions Holdings Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Consumer discretionary rotation/Travel & leisure
- [LNC](https://frontierpicks.com/dossiers/LNC/) — Lincoln National Corp.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=M&A & special situations/Managed care & health services/Cyclical industrials
- [LOVE](https://frontierpicks.com/dossiers/LOVE/) — The Lovesac Company: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Consumer discretionary rotation/Small-cap value rotation/Freight & logistics
- [LQDA](https://frontierpicks.com/dossiers/LQDA/) — Liquidia Corporation: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Binary-catalyst biotech
- [LRMR](https://frontierpicks.com/dossiers/LRMR/) — Larimar Therapeutics, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Rare disease & gene therapy/Binary-catalyst biotech
- [LZ](https://frontierpicks.com/dossiers/LZ/) — LegalZoom.com, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Cyclical industrials/AI datacenter infrastructure/AI enterprise software/Small-cap value rotation
- [M](https://frontierpicks.com/dossiers/M/) — Macy's Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation
- [MAMA](https://frontierpicks.com/dossiers/MAMA/) — Mama's Creations, Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Cyclical industrials/Small-cap value rotation
- [MANH](https://frontierpicks.com/dossiers/MANH/) — Manhattan Associates, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software/Freight & logistics
- [MARA](https://frontierpicks.com/dossiers/MARA/) — MARA Holdings, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Bitcoin miners/AI datacenter infrastructure/Industrial power & grid/GPU cloud & neoclouds/Crypto exchanges & financials
- [MATV](https://frontierpicks.com/dossiers/MATV/) — Mativ Holdings, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Cyclical industrials/Managed care & health services
- [MAX](https://frontierpicks.com/dossiers/MAX/) — MediaAlpha, Inc.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=AI enterprise software
- [MAZE](https://frontierpicks.com/dossiers/MAZE/) — Maze Therapeutics, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Rare disease & gene therapy
- [MBX](https://frontierpicks.com/dossiers/MBX/) — MBX Biosciences, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Binary-catalyst biotech/Rare disease & gene therapy
- [MCHP](https://frontierpicks.com/dossiers/MCHP/) — Microchip Technology Incorporated: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure/Analog semiconductors/Industrial power & grid/AI chips & memory
- [MDB](https://frontierpicks.com/dossiers/MDB/) — MongoDB, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI enterprise software/AI datacenter infrastructure
- [MEDP](https://frontierpicks.com/dossiers/MEDP/) — Medpace Holdings, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Precision biotech & therapeutics/Oncology & immunology
- [MGM](https://frontierpicks.com/dossiers/MGM/) — MGM RESORTS INTERNATIONAL: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Prediction markets & betting/Consumer discretionary rotation
- [MKSI](https://frontierpicks.com/dossiers/MKSI/) — MKS Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Semi foundry & equipment/AI datacenter infrastructure
- [MLKN](https://frontierpicks.com/dossiers/MLKN/) — MillerKnoll, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Housing, homebuilders & proptech/Cyclical industrials
- [MMYT](https://frontierpicks.com/dossiers/MMYT/) — MakeMyTrip Limited: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Travel & leisure/Fintech & consumer credit/Consumer discretionary rotation
- [MOH](https://frontierpicks.com/dossiers/MOH/) — Molina Healthcare, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Managed care & health services
- [MOV](https://frontierpicks.com/dossiers/MOV/) — Movado Group, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Cyclical industrials
- [MPWR](https://frontierpicks.com/dossiers/MPWR/) — Monolithic Power Systems, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/AI chips & memory/Industrial power & grid
- [MRAM](https://frontierpicks.com/dossiers/MRAM/) — Everspin Technologies, Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=AI chips & memory/Squeeze & momentum setups/Defense & aerospace/Space economy/AI datacenter infrastructure
- [MTH](https://frontierpicks.com/dossiers/MTH/) — Meritage Homes Corporation: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Housing, homebuilders & proptech/Cyclical industrials/Consumer discretionary rotation
- [MTSI](https://frontierpicks.com/dossiers/MTSI/) — MACOM Technology Solutions Holdings, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Networking & optical/AI datacenter infrastructure
- [MTUM](https://frontierpicks.com/dossiers/MTUM/): conviction=LOW, archetype=Compounder, status=DORMANT, themes=AI chips & memory/AI datacenter infrastructure/Semi foundry & equipment
- [MXL](https://frontierpicks.com/dossiers/MXL/) — MaxLinear, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Networking & optical/AI datacenter infrastructure/Analog semiconductors
- [MYE](https://frontierpicks.com/dossiers/MYE/) — Myers Industries, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Small-cap value rotation/Cyclical industrials/AI datacenter infrastructure
- [MYGN](https://frontierpicks.com/dossiers/MYGN/) — Myriad Genetics, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Precision biotech & therapeutics/Medtech & diagnostics
- [NABL](https://frontierpicks.com/dossiers/NABL/) — N-able, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Cybersecurity/AI enterprise software
- [NBR](https://frontierpicks.com/dossiers/NBR/) — Nabors Industries Ltd.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Oil, energy & geopolitical/Managed care & health services
- [NCLH](https://frontierpicks.com/dossiers/NCLH/) — Norwegian Cruise Line Holdings Ltd.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Travel & leisure/Consumer discretionary rotation
- [NEO](https://frontierpicks.com/dossiers/NEO/) — NeoGenomics, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Precision biotech & therapeutics/Medtech & diagnostics
- [NEXA](https://frontierpicks.com/dossiers/NEXA/) — Nexa Resources S.A.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=M&A & special situations/Critical materials & rare earths/Emerging markets
- [NOK](https://frontierpicks.com/dossiers/NOK/) — Nokia Corporation: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Networking & optical/AI datacenter infrastructure/AI enterprise software
- [NP](https://frontierpicks.com/dossiers/NP/) — Neptune Insurance Holdings Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Managed care & health services/Oil, energy & geopolitical
- [NRIX](https://frontierpicks.com/dossiers/NRIX/) — Nurix Therapeutics, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Binary-catalyst biotech
- [NSIT](https://frontierpicks.com/dossiers/NSIT/) — Insight Enterprises, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure/AI enterprise software
- [NVEC](https://frontierpicks.com/dossiers/NVEC/) — NVE Corporation: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Analog semiconductors/Physical AI & robotics/Medtech & diagnostics/Small-cap value rotation
- [NWPX](https://frontierpicks.com/dossiers/NWPX/) — NWPX Infrastructure, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure/Cyclical industrials
- [NXPI](https://frontierpicks.com/dossiers/NXPI/) — NXP Semiconductors N.V.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=Analog semiconductors/AI chips & memory/Semi foundry & equipment
- [ODD](https://frontierpicks.com/dossiers/ODD/) — ODDITY Tech Ltd.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Consumer discretionary rotation/Precision biotech & therapeutics
- [ODFL](https://frontierpicks.com/dossiers/ODFL/) — Old Dominion Freight Line, Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Freight & logistics/Cyclical industrials
- [OEC](https://frontierpicks.com/dossiers/OEC/) — Orion S.A.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Cyclical industrials/Managed care & health services/Freight & logistics
- [OFIX](https://frontierpicks.com/dossiers/OFIX/) — Orthofix Medical Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Medtech & diagnostics/Small-cap value rotation/Managed care & health services
- [ON](https://frontierpicks.com/dossiers/ON/) — ON Semiconductor Corporation: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=Industrial power & grid/AI chips & memory/Semi foundry & equipment
- [ONDS](https://frontierpicks.com/dossiers/ONDS/) — Ondas Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Defense & aerospace
- [OPI](https://frontierpicks.com/dossiers/OPI/) — Office Properties Income Trust Common shares of beneficial interest: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=M&A & special situations/Housing, homebuilders & proptech
- [ORBS](https://frontierpicks.com/dossiers/ORBS/) — Eightco Holdings Inc.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=Crypto exchanges & financials/Cybersecurity
- [ORIC](https://frontierpicks.com/dossiers/ORIC/) — Oric Pharmaceuticals, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Binary-catalyst biotech
- [OTLY](https://frontierpicks.com/dossiers/OTLY/) — Oatly Group AB: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Managed care & health services/Small-cap value rotation
- [OUST](https://frontierpicks.com/dossiers/OUST/) — Ouster, Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Physical AI & robotics/Defense & aerospace
- [PAY](https://frontierpicks.com/dossiers/PAY/) — Paymentus Holdings, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Fintech & consumer credit/AI enterprise software
- [PBI](https://frontierpicks.com/dossiers/PBI/) — Pitney Bowes Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=M&A & special situations/Cyclical industrials
- [PCOR](https://frontierpicks.com/dossiers/PCOR/) — Procore Technologies, Inc.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=AI enterprise software/Housing, homebuilders & proptech
- [PCT](https://frontierpicks.com/dossiers/PCT/) — PureCycle Technologies, Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Squeeze & momentum setups/Critical materials & rare earths
- [PDFS](https://frontierpicks.com/dossiers/PDFS/) — PDF Solutions, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Semi foundry & equipment/AI enterprise software/AI chips & memory
- [PI](https://frontierpicks.com/dossiers/PI/) — Impinj, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Freight & logistics/Consumer discretionary rotation
- [PII](https://frontierpicks.com/dossiers/PII/) — Polaris Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Cyclical industrials/Consumer discretionary rotation/AI datacenter infrastructure
- [PKOH](https://frontierpicks.com/dossiers/PKOH/) — Park-Ohio Holdings Corp.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=Industrial power & grid/Cyclical industrials/AI datacenter infrastructure
- [PLAY](https://frontierpicks.com/dossiers/PLAY/) — Dave & Buster's Entertainment, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Consumer discretionary rotation
- [PLTK](https://frontierpicks.com/dossiers/PLTK/) — Playtika Holding Corp.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Consumer discretionary rotation
- [PLUG](https://frontierpicks.com/dossiers/PLUG/) — Plug Power, Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Solar & clean energy/Industrial power & grid/AI datacenter infrastructure
- [POWI](https://frontierpicks.com/dossiers/POWI/) — Power Integrations, Inc.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=Industrial power & grid/AI datacenter infrastructure
- [PRLD](https://frontierpicks.com/dossiers/PRLD/) — Prelude Therapeutics Incorporated: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Precision biotech & therapeutics
- [PSQL](https://frontierpicks.com/dossiers/PSQL/) — Pasqal Holding SA: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Quantum computing/Cyclical industrials
- [PVH](https://frontierpicks.com/dossiers/PVH/) — PVH Corp.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Cyclical industrials
- [QDEL](https://frontierpicks.com/dossiers/QDEL/) — QuidelOrtho Corporation: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Medtech & diagnostics/Semi foundry & equipment/Crypto exchanges & financials
- [QRVO](https://frontierpicks.com/dossiers/QRVO/) — Qorvo, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Analog semiconductors/M&A & special situations
- [QUIK](https://frontierpicks.com/dossiers/QUIK/) — QuickLogic Corporation: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=AI chips & memory/Defense & aerospace/Quantum computing
- [QURE](https://frontierpicks.com/dossiers/QURE/) — uniQure N.V.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Rare disease & gene therapy/Binary-catalyst biotech
- [RARE](https://frontierpicks.com/dossiers/RARE/) — Ultragenyx Pharmaceutical Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Rare disease & gene therapy/Binary-catalyst biotech/Precision biotech & therapeutics
- [RBLX](https://frontierpicks.com/dossiers/RBLX/) — Roblox Corporation: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Consumer discretionary rotation/Critical materials & rare earths
- [REAL](https://frontierpicks.com/dossiers/REAL/) — The RealReal, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation
- [REAX](https://frontierpicks.com/dossiers/REAX/) — The Real Brokerage, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Housing, homebuilders & proptech/Semi foundry & equipment
- [RFAI](https://frontierpicks.com/dossiers/RFAI/) — RF Acquisition Corp II: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Squeeze & momentum setups/AI datacenter infrastructure
- [RH](https://frontierpicks.com/dossiers/RH/): conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Consumer discretionary rotation/Squeeze & momentum setups/Housing, homebuilders & proptech
- [RHI](https://frontierpicks.com/dossiers/RHI/) — Robert Half Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Cyclical industrials/Managed care & health services/AI datacenter infrastructure
- [RLAY](https://frontierpicks.com/dossiers/RLAY/) — Relay Therapeutics, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology
- [RLMD](https://frontierpicks.com/dossiers/RLMD/) — Relmada Therapeutics, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Binary-catalyst biotech
- [RMBS](https://frontierpicks.com/dossiers/RMBS/) — Rambus Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI chips & memory/AI datacenter infrastructure
- [RPAY](https://frontierpicks.com/dossiers/RPAY/) — Repay Holdings Corporation: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Fintech & consumer credit
- [RZLT](https://frontierpicks.com/dossiers/RZLT/) — Rezolute, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Rare disease & gene therapy
- [S](https://frontierpicks.com/dossiers/S/) — SentinelOne, Inc.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=Cybersecurity/AI enterprise software
- [SABR](https://frontierpicks.com/dossiers/SABR/) — Sabre Corporation: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Travel & leisure/AI enterprise software/Consumer discretionary rotation
- [SAH](https://frontierpicks.com/dossiers/SAH/) — Sonic Automotive, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/EV & autonomous mobility
- [SAIL](https://frontierpicks.com/dossiers/SAIL/) — SailPoint, Inc.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=Cybersecurity/AI enterprise software
- [SANA](https://frontierpicks.com/dossiers/SANA/) — Sana Biotechnology, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Rare disease & gene therapy/Binary-catalyst biotech
- [SANM](https://frontierpicks.com/dossiers/SANM/) — Sanmina Corporation: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure/Cyclical industrials/AI chips & memory
- [SDGR](https://frontierpicks.com/dossiers/SDGR/) — Schrodinger, Inc.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=AI datacenter infrastructure/Precision biotech & therapeutics/AI enterprise software
- [SEER](https://frontierpicks.com/dossiers/SEER/) — Seer, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Medtech & diagnostics/Small-cap value rotation
- [SFIX](https://frontierpicks.com/dossiers/SFIX/) — Stitch Fix, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Small-cap value rotation/AI enterprise software
- [SG](https://frontierpicks.com/dossiers/SG/) — Sweetgreen, Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Consumer discretionary rotation/Squeeze & momentum setups
- [SHOO](https://frontierpicks.com/dossiers/SHOO/) — Steven Madden, Ltd.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Cyclical industrials
- [SID](https://frontierpicks.com/dossiers/SID/) — Companhia Siderurgica Nacional S.A. (CSN): conviction=LOW, archetype=Special situation, status=DORMANT, themes=Critical materials & rare earths/Cyclical industrials
- [SITM](https://frontierpicks.com/dossiers/SITM/) — SiTime Corporation: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/Networking & optical/AI chips & memory/Semi foundry & equipment/M&A & special situations
- [SKWD](https://frontierpicks.com/dossiers/SKWD/) — Skyward Specialty Insurance Group, Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Managed care & health services/Small-cap value rotation
- [SLS](https://frontierpicks.com/dossiers/SLS/) — SELLAS Life Sciences Group, Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Oncology & immunology/Binary-catalyst biotech/Squeeze & momentum setups/Precision biotech & therapeutics
- [SMTC](https://frontierpicks.com/dossiers/SMTC/) — Semtech Corporation: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Analog semiconductors/AI datacenter infrastructure/Networking & optical
- [SNDR](https://frontierpicks.com/dossiers/SNDR/) — Schneider National, Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Freight & logistics/Cyclical industrials/Managed care & health services
- [SPRB](https://frontierpicks.com/dossiers/SPRB/) — Spruce Biosciences, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Rare disease & gene therapy
- [SPRY](https://frontierpicks.com/dossiers/SPRY/) — ARS Pharmaceuticals, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics
- [SRAD](https://frontierpicks.com/dossiers/SRAD/) — Sportradar Group AG: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Prediction markets & betting/AI datacenter infrastructure
- [STAA](https://frontierpicks.com/dossiers/STAA/) — STAAR Surgical Company: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Medtech & diagnostics/M&A & special situations/Semi foundry & equipment
- [STM](https://frontierpicks.com/dossiers/STM/) — STMicroelectronics N.V.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Analog semiconductors/AI datacenter infrastructure/AI chips & memory
- [STRL](https://frontierpicks.com/dossiers/STRL/) — Sterling Infrastructure, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/Industrial power & grid/Housing, homebuilders & proptech
- [STRO](https://frontierpicks.com/dossiers/STRO/) — Sutro Biopharma, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Oncology & immunology/Precision biotech & therapeutics
- [STUB](https://frontierpicks.com/dossiers/STUB/) — StubHub Holdings, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Travel & leisure
- [SUPV](https://frontierpicks.com/dossiers/SUPV/) — Grupo Supervielle S.A.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Emerging markets
- [SVV](https://frontierpicks.com/dossiers/SVV/) — Savers Value Village, Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Consumer discretionary rotation
- [SWVL](https://frontierpicks.com/dossiers/SWVL/) — Swvl Holdings Corp Class A: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=EV & autonomous mobility/Small-cap value rotation
- [SXC](https://frontierpicks.com/dossiers/SXC/) — Suncoke Energy Inc: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Cyclical industrials/Critical materials & rare earths/Freight & logistics
- [TAL](https://frontierpicks.com/dossiers/TAL/) — TAL Education Group: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Semi foundry & equipment/Cyclical industrials/Consumer discretionary rotation
- [TASK](https://frontierpicks.com/dossiers/TASK/) — TaskUs, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure/Physical AI & robotics/Cyclical industrials
- [TDOC](https://frontierpicks.com/dossiers/TDOC/) — Teladoc Health, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Managed care & health services
- [TDUP](https://frontierpicks.com/dossiers/TDUP/) — ThredUp Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Consumer discretionary rotation/Small-cap value rotation/Managed care & health services/Cyclical industrials
- [TENB](https://frontierpicks.com/dossiers/TENB/) — Tenable Holdings, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Cybersecurity/AI enterprise software/AI datacenter infrastructure
- [TENX](https://frontierpicks.com/dossiers/TENX/) — Tenax Therapeutics, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Precision biotech & therapeutics
- [TER](https://frontierpicks.com/dossiers/TER/) — Teradyne, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Semi foundry & equipment/AI chips & memory/Physical AI & robotics
- [TGTX](https://frontierpicks.com/dossiers/TGTX/) — TG Therapeutics, Inc.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Oncology & immunology/Precision biotech & therapeutics
- [TH](https://frontierpicks.com/dossiers/TH/) — Target Hospitality Corp.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure/Cyclical industrials/Housing, homebuilders & proptech
- [THC](https://frontierpicks.com/dossiers/THC/) — Tenet Healthcare Corporation New: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Managed care & health services
- [TIC](https://frontierpicks.com/dossiers/TIC/) — TIC Solutions, Inc: conviction=LOW, archetype=Special situation, status=DORMANT, themes=M&A & special situations/AI datacenter infrastructure
- [TLN](https://frontierpicks.com/dossiers/TLN/) — Talen Energy Corporation: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=Industrial power & grid/AI datacenter infrastructure/Nuclear & uranium
- [TLRY](https://frontierpicks.com/dossiers/TLRY/) — Tilray Brands, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Cannabis reclassification/Consumer discretionary rotation
- [TMC](https://frontierpicks.com/dossiers/TMC/) — TMC the metals company Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Critical materials & rare earths/Bitcoin miners/Freight & logistics/Cyclical industrials
- [TNDM](https://frontierpicks.com/dossiers/TNDM/) — Tandem Diabetes Care, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Medtech & diagnostics
- [TORO](https://frontierpicks.com/dossiers/TORO/) — Toro Corp.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Freight & logistics/M&A & special situations/Small-cap value rotation
- [TRIP](https://frontierpicks.com/dossiers/TRIP/) — TripAdvisor, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Travel & leisure/M&A & special situations/AI datacenter infrastructure/Cyclical industrials
- [TSAT](https://frontierpicks.com/dossiers/TSAT/) — Telesat Corporation Class A Common Shares and Class B Variable Voting Shares: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Space economy/Defense & aerospace
- [TSHA](https://frontierpicks.com/dossiers/TSHA/) — Taysha Gene Therapies, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Rare disease & gene therapy/Precision biotech & therapeutics/Binary-catalyst biotech
- [TXN](https://frontierpicks.com/dossiers/TXN/) — Texas Instruments Incorporated: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=Analog semiconductors/AI datacenter infrastructure/AI chips & memory
- [UCTT](https://frontierpicks.com/dossiers/UCTT/) — Ultra Clean Holdings, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Semi foundry & equipment/AI chips & memory/AI datacenter infrastructure
- [UFPT](https://frontierpicks.com/dossiers/UFPT/) — UFP Technologies, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Medtech & diagnostics
- [UHAL](https://frontierpicks.com/dossiers/UHAL/) — U-Haul Holding Company: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Housing, homebuilders & proptech/AI chips & memory
- [UI](https://frontierpicks.com/dossiers/UI/) — Ubiquiti Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Networking & optical/Squeeze & momentum setups
- [UNIT](https://frontierpicks.com/dossiers/UNIT/) — Uniti Group Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure/M&A & special situations
- [URGN](https://frontierpicks.com/dossiers/URGN/) — UroGen Pharma Ltd.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Precision biotech & therapeutics/Oncology & immunology
- [VAC](https://frontierpicks.com/dossiers/VAC/) — Marriott Vacations Worldwide Corporation: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Travel & leisure/Consumer discretionary rotation/Fintech & consumer credit
- [VECO](https://frontierpicks.com/dossiers/VECO/) — Veeco Instruments Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Semi foundry & equipment/AI chips & memory/Analog semiconductors
- [VERI](https://frontierpicks.com/dossiers/VERI/) — Veritone, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=AI enterprise software/Defense & aerospace
- [VERU](https://frontierpicks.com/dossiers/VERU/) — Veru Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Precision biotech & therapeutics/Small-cap value rotation
- [VIR](https://frontierpicks.com/dossiers/VIR/) — Vir Biotechnology, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Oncology & immunology/Precision biotech & therapeutics
- [VKTX](https://frontierpicks.com/dossiers/VKTX/) — Viking Therapeutics, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics
- [VOYG](https://frontierpicks.com/dossiers/VOYG/) — Voyager Technologies, Inc.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Space economy
- [VPG](https://frontierpicks.com/dossiers/VPG/) — Vishay Precision Group, Inc.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=Analog semiconductors/AI datacenter infrastructure/Industrial power & grid
- [VSXY](https://frontierpicks.com/dossiers/VSXY/) — Victorias Secret & Co.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation
- [W](https://frontierpicks.com/dossiers/W/) — Wayfair Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Housing, homebuilders & proptech/AI enterprise software
- [WGS](https://frontierpicks.com/dossiers/WGS/) — GeneDx Holdings Corp.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Medtech & diagnostics/Oncology & immunology/Freight & logistics
- [WHD](https://frontierpicks.com/dossiers/WHD/) — Cactus, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Oil, energy & geopolitical/AI datacenter infrastructure
- [WING](https://frontierpicks.com/dossiers/WING/) — Wingstop Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Consumer discretionary rotation/Precision biotech & therapeutics/Biofuels & low-carbon fuels
- [WLFC](https://frontierpicks.com/dossiers/WLFC/) — Willis Lease Finance Corporation: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Small-cap value rotation/M&A & special situations
- [WPP](https://frontierpicks.com/dossiers/WPP/) — WPP PLC: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/AI enterprise software
- [WRLD](https://frontierpicks.com/dossiers/WRLD/) — World Acceptance Corporation: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Fintech & consumer credit/Small-cap value rotation
- [WSC](https://frontierpicks.com/dossiers/WSC/) — WillScot Holdings Corporation: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=AI datacenter infrastructure/Industrial power & grid/M&A & special situations/Housing, homebuilders & proptech
- [WSM](https://frontierpicks.com/dossiers/WSM/) — Williams-Sonoma, Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Consumer discretionary rotation/Cybersecurity/Freight & logistics
- [WTTR](https://frontierpicks.com/dossiers/WTTR/) — Select Water Solutions, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Oil, energy & geopolitical/Critical materials & rare earths
- [XENE](https://frontierpicks.com/dossiers/XENE/) — Xenon Pharmaceuticals Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Binary-catalyst biotech
- [XHG](https://frontierpicks.com/dossiers/XHG/) — XChange TEC.INC: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=M&A & special situations/AI datacenter infrastructure/Semi foundry & equipment
- [XOS](https://frontierpicks.com/dossiers/XOS/) — Xos, Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Defense & aerospace/EV & autonomous mobility/AI chips & memory
- [XRAY](https://frontierpicks.com/dossiers/XRAY/) — DENTSPLY SIRONA Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Medtech & diagnostics/Semi foundry & equipment/Cyclical industrials
- [XRX](https://frontierpicks.com/dossiers/XRX/) — Xerox Holdings Corporation: conviction=LOW, archetype=Special situation, status=DORMANT, themes=M&A & special situations/Cyclical industrials
- [XTLB](https://frontierpicks.com/dossiers/XTLB/) — XTL Biopharmaceuticals Ltd.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Precision biotech & therapeutics/M&A & special situations/Small-cap value rotation
- [YAAS](https://frontierpicks.com/dossiers/YAAS/) — Youxin Technology Ltd: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Semi foundry & equipment/Crypto exchanges & financials/Oil, energy & geopolitical/AI enterprise software
- [ZENA](https://frontierpicks.com/dossiers/ZENA/) — ZenaTech, Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Defense & aerospace/Cyclical industrials/M&A & special situations
- [ZS](https://frontierpicks.com/dossiers/ZS/) — Zscaler, Inc.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Cybersecurity/AI enterprise software
- [ZVRA](https://frontierpicks.com/dossiers/ZVRA/) — Zevra Therapeutics, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Rare disease & gene therapy/Binary-catalyst biotech/Precision biotech & therapeutics

## Journal entries · latest first

- [2026-09-10](https://frontierpicks.com/journal/2026-09-10/) — regime: NEUTRAL
- [2026-09-09](https://frontierpicks.com/journal/2026-09-09/) — regime: NEUTRAL
- [2026-09-08](https://frontierpicks.com/journal/2026-09-08/) — regime: NEUTRAL
- [2026-09-07](https://frontierpicks.com/journal/2026-09-07/) — regime: NEUTRAL
- [2026-09-05](https://frontierpicks.com/journal/2026-09-05/) — regime: NEUTRAL
- [2026-09-04](https://frontierpicks.com/journal/2026-09-04/) — regime: NEUTRAL
- [2026-09-03](https://frontierpicks.com/journal/2026-09-03/) — regime: NEUTRAL
- [2026-09-02](https://frontierpicks.com/journal/2026-09-02/) — regime: NEUTRAL
- [2026-09-01](https://frontierpicks.com/journal/2026-09-01/) — regime: NEUTRAL
- [2026-08-31](https://frontierpicks.com/journal/2026-08-31/) — regime: NEUTRAL
- [2026-08-29](https://frontierpicks.com/journal/2026-08-29/) — regime: RISK-ON
- [2026-08-28](https://frontierpicks.com/journal/2026-08-28/) — regime: RISK-ON
- [2026-08-27](https://frontierpicks.com/journal/2026-08-27/) — regime: RISK-ON
- [2026-08-26](https://frontierpicks.com/journal/2026-08-26/) — regime: RISK-ON
- [2026-08-25](https://frontierpicks.com/journal/2026-08-25/) — regime: RISK-ON
- [2026-08-24](https://frontierpicks.com/journal/2026-08-24/) — regime: RISK-ON
- [2026-08-22](https://frontierpicks.com/journal/2026-08-22/) — regime: RISK-ON
- [2026-08-21](https://frontierpicks.com/journal/2026-08-21/) — regime: RISK-ON
- [2026-08-20](https://frontierpicks.com/journal/2026-08-20/) — regime: RISK-ON
- [2026-08-19](https://frontierpicks.com/journal/2026-08-19/) — regime: RISK-ON
- [2026-08-15](https://frontierpicks.com/journal/2026-08-15/) — regime: RISK-ON
- [2026-08-14](https://frontierpicks.com/journal/2026-08-14/) — regime: RISK-ON
- [2026-08-13](https://frontierpicks.com/journal/2026-08-13/) — regime: RISK-ON
- [2026-08-12](https://frontierpicks.com/journal/2026-08-12/) — regime: RISK-ON
- [2026-08-11](https://frontierpicks.com/journal/2026-08-11/) — regime: RISK-ON
- [2026-08-10](https://frontierpicks.com/journal/2026-08-10/) — regime: RISK-ON
- [2026-08-08](https://frontierpicks.com/journal/2026-08-08/) — regime: RISK-ON
- [2026-08-07](https://frontierpicks.com/journal/2026-08-07/) — regime: RISK-ON
- [2026-08-06](https://frontierpicks.com/journal/2026-08-06/) — regime: RISK-ON
- [2026-08-04](https://frontierpicks.com/journal/2026-08-04/) — regime: RISK-ON
- [2026-08-03](https://frontierpicks.com/journal/2026-08-03/) — regime: RISK-ON
- [2026-08-01](https://frontierpicks.com/journal/2026-08-01/) — regime: RISK-ON
- [2026-07-30](https://frontierpicks.com/journal/2026-07-30/) — regime: NEUTRAL
- [2026-07-29](https://frontierpicks.com/journal/2026-07-29/) — regime: RISK-ON
- [2026-07-28](https://frontierpicks.com/journal/2026-07-28/) — regime: RISK-ON
- [2026-07-27](https://frontierpicks.com/journal/2026-07-27/) — regime: RISK-ON
- [2026-07-25](https://frontierpicks.com/journal/2026-07-25/) — regime: NEUTRAL
- [2026-07-24](https://frontierpicks.com/journal/2026-07-24/) — regime: NEUTRAL
- [2026-07-23](https://frontierpicks.com/journal/2026-07-23/) — regime: RISK-ON
- [2026-07-22](https://frontierpicks.com/journal/2026-07-22/) — regime: RISK-ON

## Machine-readable resources

- https://frontierpicks.com/dossiers/{TICKER}.json — single dossier as JSON (schema: https://frontierpicks.com/schemas/dossier.v1.json)
- https://frontierpicks.com/journal/{YYYY-MM-DD}.json — single journal entry as JSON (schema: https://frontierpicks.com/schemas/journal.v1.json)
- https://frontierpicks.com/agent-tools.json — full surface manifest
- https://frontierpicks.com/track-record.json — the falsifiable calibration record (open commitments + Brier-scored outcomes; non-monetary) — current Brier 0.258 across the 331 scored of 332 resolved
- https://frontierpicks.com/now.json — the live market snapshot: regime call (VIX, breadth, S&P 500 vs trend), momentum top movers, and what changed (momentum entrants/exits, theme status moves, regime flips). Same data as /now/ + /hot/; non-monetary.
- https://frontierpicks.com/macro.json — the macro regime dashboard: the regime call, VIX, breadth (share + counts of names above their 200-day average), S&P 500 close and distance vs its 200-day EMA. Same data as /macro/; non-monetary.
- https://frontierpicks.com/hot.json — the live momentum board: the strongest US names by composite momentum score (1-month price trend 50%, 3-month trend 20% and acceleration 30%), ranked, with sector and dossier coverage. Same data as /hot/; percent units.
- https://frontierpicks.com/latest.json — the change feed: every new/refreshed dossier, conviction move, resolved thesis, journal entry and momentum entrant over the last 30 days, newest first. Same data as /latest/.
- https://frontierpicks.com/calendar.json — the catalyst calendar: every dated event the model is watching, grouped this week / next week / later, plus recently passed. Same data as /calendar/.
- https://frontierpicks.com/themes/motion.json — the emergent-theme status board: accelerating / maturing / saturated clusters, the names in each, and the model's rationale. Same data as /themes/motion/.
- https://frontierpicks.com/radar.json — this week's mechanical momentum-cluster scan (leader, members, breadth, volume_ratio). The candidate list the theme-bet book curates from; a scan, not a position.
- https://frontierpicks.com/forecasts.json — the scored theme-bet forecasts: open bets (stated win-probability + invalidation) and the clusters the model refused, with reasons. Price-free.
- https://frontierpicks.com/gates.json — the pre-registered, tighten-only kill gates: each criterion + its live verdict (pending until n≥20 closed bets).
- https://frontierpicks.com/feed.json — JSON Feed v1.1 (merged stream)
- https://frontierpicks.com/rss.xml — RSS 2.0
- https://frontierpicks.com/.well-known/webmcp.json — WebMCP capability manifest
- https://frontierpicks.com/.well-known/openapi.json — OpenAPI 3.1 pointer
- https://frontierpicks.com/sitemap.xml — full sitemap

## Citation guidance for LLMs

- Link the specific resource (e.g. https://frontierpicks.com/dossiers/{TICKER}/), not the homepage.
- Each page exposes `article:published_time` and `article:modified_time` meta.
- Author / publisher: FrontierPicks (https://frontierpicks.com).
- License: FrontierPicks content is provided for research and reference; please attribute on republication.

## Compliance

Educational content under the BaFin and EU regulatory framework. Not investment advice.