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Weekly Rebalance Check

Generated 2026-05-19 05:22 PM CDT · Overall: WARN

Summary: Overall WARN · snaps=14 · main top10 Δ +8/-8 · sector Financial Services 40% · bench lag=7 · adds=15 trims=10

Action Items

Review Candidates

Review candidates only — heuristic; not financial advice. Adds favor new entrants and high-component watchlist names; trims surface exits, suspicious ranks, weak components, and sector-crowded names.

Candidate adds

TickerReason
AFLnew entrant — main top10
NDAQnew entrant — main top10
OKEnew entrant — main top10
CACCnew entrant — main top10
HALOnew entrant — main top10
Vnew entrant — main top10
PTCnew entrant — main top10
BLKnew entrant — main top10
DUOLnew entrant — watchlist top10
TTWOnew entrant — watchlist top10
MUnew entrant — watchlist top10
VGnew entrant — watchlist top10
AAPLwatchlist top25 with AI 7.7 TECH 7.6
EXELwatchlist top25 with AI 7.7 TECH 8.4
GLWwatchlist top25 with AI 7.5 TECH 8.2

Candidate trims / reviews

TickerReason
DELLexited main top10 vs prior snapshot
EMEexited main top10 vs prior snapshot
FRTexited main top10 vs prior snapshot
GENexited main top10 vs prior snapshot
INCYexited main top10 vs prior snapshot
MLIexited main top10 vs prior snapshot
RSexited main top10 vs prior snapshot
SCCOexited main top10 vs prior snapshot
MUdiagnostics flagged (watchlist_top10 #9): weak LOW_RISK (3.7)
VGdiagnostics flagged (watchlist_top10 #10): missing SENT; missing LOW_RISK; missing SWING

Weekly Change Review

Compared against: 2026-05-12 · snapshots total 14 · in 7-day window 6

main_top10

New entries: AFL, NDAQ, OKE, CACC, HALO, V, PTC, BLK

Exited: DELL, EME, FRT, GEN, INCY, MLI, RS, SCCO

TickerPriorCurrentΔ
CPAY8.68.70.1
ARW8.48.50.1

watchlist_top10

New entries: DUOL, TTWO, MU, VG

Exited: CIEN, DAL, PAAS, SLV

TickerPriorCurrentΔ
DELL8.78.1-0.6
SCCO8.38.0-0.3
GLW7.87.5-0.3
GOOG7.97.7-0.2
AAPL7.87.7-0.1

supp_top10

New entries: GUSH, FRSH, USO, FIG, VISN

Exited: AXTI, DOCN, ISSC, QUBT, SLV

TickerPriorCurrentΔ
PAAS8.26.3-1.9
LUNMF7.56.3-1.2
VG6.87.50.7
TSM6.96.8-0.1
RY6.86.7-0.1

Benchmark Performance Context

Snapshots in benchmark history: 14

HorizonBucketSnapshotsMean ReturnW/L
1dmain_top1013-0.00224/6
1dwatchlist_top1013-0.00244/6
1dsupp_top1013-0.00245/6
3dmain_top1010-0.0015/5
3dwatchlist_top10100.00386/4
3dsupp_top1010-0.00844/5
5dmain_top1080.00274/4
5dwatchlist_top1080.00844/4
5dsupp_top108-0.01063/5
10dmain_top1030.03573/0
10dwatchlist_top1030.03513/0
10dsupp_top103-0.01181/2

Main Top 25

#TickerCompanyAIFUNDTECHSENTSector
1CPAYCorpay8.79.08.610.0Technology
2ARWArrow Electronics8.59.08.210.0Technology
3AFLAflac8.38.88.47.2Financial Services
4NDAQNasdaq, Inc.8.28.18.26.9Financial Services
5OKEOneok8.18.28.37.9Energy
6CACCCredit Acceptance8.18.18.78.7Financial Services
7HALOHalozyme8.18.87.17.6Healthcare
8VVisa Inc.8.18.18.19.1Financial Services
9PTCPTC Inc.8.18.96.58.1Technology
10BLKBlackRock8.18.58.28.0Financial Services
11DELLDell Technologies8.18.86.78.6Technology
12OHIOmega Healthcare Investors8.18.28.48.8Real Estate
13DDominion Energy8.07.69.09.1Utilities
14GSGoldman Sachs8.08.18.46.5Financial Services
15SCCOSouthern Copper8.08.77.05.7Basic Materials
16LLYVKLiberty Live (Series C)8.07.28.59.3Communication Services
17VIRTVirtu Financial8.07.78.610.0Financial Services
18AIZAssurant8.08.08.410.0Financial Services
19RGAReinsurance Group of America7.98.28.47.0Financial Services
20JEFJefferies Financial Group7.98.16.99.8Financial Services
21KMIKinder Morgan7.98.08.210.0Energy
22MLIMueller Industries7.98.77.05.2Industrials
23GWWW. W. Grainger7.97.38.210.0Industrials
24FSLRFirst Solar7.98.67.610.0Technology
25LLYVALiberty Live (Series A)7.97.28.29.1Communication Services

Watchlist Top 25

#TickerCompanyAIFUNDTECHSENTSector
1DELLDell Technologies8.18.86.78.6Technology
2SCCOSouthern Copper8.08.77.05.7Basic Materials
3AAPLApple Inc.7.77.67.610.0Technology
4EXELExelixis7.77.88.48.9Healthcare
5GOOGAlphabet Inc. (Class C)7.78.46.710.0Communication Services
6DUOLDuolingo7.68.85.47.2Technology
7TTWOTake-Two Interactive7.67.27.810.0Communication Services
8GLWCorning Inc.7.56.78.27.7Technology
9MUMicron Technology7.57.98.29.2Technology
10VGVenture Global, Inc.7.58.078.6Energy
11AMZNAmazon7.37.86.86.7Consumer Cyclical
12CGNXCognex Corporation7.36.78.19.1Technology
13GUSHDirexion Daily S&P Oil & Gas Ex7.37.3ETF
14SMCISupermicro7.38.66.17.3Technology
15SNOWSnowflake Inc.7.37.26.710.0Technology
16BWABorgWarner7.25.68.39.1Consumer Cyclical
17CIENCiena7.16.96.87.4Technology
18FLEXFlex Ltd.7.16.58.010.0Technology
19FRSHFreshworks Inc.7.17.626.0Technology
20VEEVVeeva Systems7.17.95.16.5Healthcare
21AMEAmetek7.07.26.64.0Industrials
22DDOGDatadog7.06.97.210.0Technology
23MDBMongoDB Inc.7.06.97.510.0Technology
24SNDKSandisk7.06.46.69.2Technology
25MTSIMACOM Technology Solutions6.96.57.910.0Technology

SUPP Top 25

#TickerCompanyAIFUNDTECHSENTSector
10VGVenture Global, Inc.7.58.078.6Energy
13GUSHDirexion Daily S&P Oil & Gas Ex7.37.3ETF
19FRSHFreshworks Inc.7.17.626.0Technology
28USOUnited States Oil Fund6.96.9ETF
32TSMTaiwan Semiconductor Manufactur6.88.384.2Technology
35RYRoyal Bank Of Canada6.77.145.2Financial Services
38FIGFigma, Inc.6.56.57.8Technology
45LUNMFLundin Mining Corp.6.38.394.2Basic Materials
46PAASPan American Silver Corp.6.38.762.4Basic Materials
52VISNVistance Networks, Inc.6.28.194.0Technology
56NBISNebius Group N.V.6.16.075.1Communication Services
57CLSCelestica, Inc.6.07.922.8Technology
60BABAAlibaba Group Holding Limited5.96.494.5Consumer Cyclical
61ISSCInnovative Solutions and Suppor5.98.910.3Industrials
62KLARKlarna Group plc5.96.55.6Technology
64AXTIAXT Inc5.86.684.4Technology
66SLSSELLAS Life Sciences Group, Inc5.83.8510.0Healthcare
69VIAVViavi Solutions Inc.5.76.23.7Technology
71SLNHSoluna Holdings, Inc.5.56.54.3Financial Services
73AGXArgan, Inc.5.46.173.0Industrials
75CBRSCerebras Systems Inc.5.45.55.5Technology
76CENXCentury Aluminum Company5.46.234.3Basic Materials
77NEXTNextDecade Corporation5.44.216.8Energy
78TTMITTM Technologies, Inc.5.46.294.8Technology
80MDLNMedline Inc.5.36.124.2Healthcare

FreshnessOK

Metrics:
{
  "rankings_as_of": "2026-05-19 05:22 PM CDT",
  "watchlist_as_of": "2026-05-19 05:22 PM CDT",
  "open_date": "2026-05-19",
  "row_count": 100,
  "is_weekend": false,
  "rankings_age_hours": 0.01
}
CheckStatusDetail
rankings_freshnessOKas_of 2026-05-19 05:22 PM CDT (age 0.0h, weekend=False)

Data QualityOK

Metrics:
{
  "overall": "OK",
  "critical_section_fail": false
}
CheckStatusDetail
data_quality_overallOKoverall=OK; rankings=OK, tasks=OK

ScheduleWARN

Metrics:
{
  "overall_raw": "FAIL",
  "overall_effective": "WARN"
}
CheckStatusDetail
schedule_effectiveWARNschedule effective=WARN (raw=FAIL)

LeaderboardsWARN

Metrics:
{
  "main_top25": [
    {
      "rank": 1,
      "ticker": "CPAY",
      "company": "Corpay",
      "ai_score": 8.7,
      "sector": "Technology",
      "change": 0,
      "fundamental": 9.0,
      "technical": 8.6,
      "sentiment": 10.0,
      "low_risk": 7.1,
      "data_source": null
    },
    {
      "rank": 2,
      "ticker": "ARW",
      "company": "Arrow Electronics",
      "ai_score": 8.5,
      "sector": "Technology",
      "change": 0,
      "fundamental": 9.0,
      "technical": 8.2,
      "sentiment": 10.0,
      "low_risk": 6.8,
      "data_source": null
    },
    {
      "rank": 3,
      "ticker": "AFL",
      "company": "Aflac",
      "ai_score": 8.3,
      "sector": "Financial Services",
      "change": 0,
      "fundamental": 8.8,
      "technical": 8.4,
      "sentiment": 7.2,
      "low_risk": 7.2,
      "data_source": null
    },
    {
      "rank": 4,
      "ticker": "NDAQ",
      "company": "Nasdaq, Inc.",
      "ai_score": 8.2,
      "sector": "Financial Services",
      "change": 0,
      "fundamental": 8.1,
      "technical": 8.2,
      "sentiment": 6.9,
      "low_risk": 9.2,
      "data_source": null
    },
    {
      "rank": 5,
      "ticker": "OKE",
      "company": "Oneok",
      "ai_score": 8.1,
      "sector": "Energy",
      "change": 0,
      "fundamental": 8.2,
      "technical": 8.3,
      "sentiment": 7.9,
      "low_risk": 7.6,
      "data_source": null
    },
    {
      "rank": 6,
      "ticker": "CACC",
      "company": "Credit Acceptance",
      "ai_score": 8.1,
      "sector": "Financial Services",
      "change": 0,
      "fundamental": 8.1,
      "technical": 8.7,
      "sentiment": 8.7,
      "low_risk": 6.7,
      "data_source": null
    },
    {
      "rank": 7,
      "ticker": "HALO",
      "company": "Halozyme",
      "ai_score": 8.1,
      "sector": "Healthcare",
      "change": 0,
      "fundamental": 8.8,
      "technical": 7.1,
      "sentiment": 7.6,
      "low_risk": 8.4,
      "data_source": null
    },
    {
      "rank": 8,
      "ticker": "V",
      "company": "Visa Inc.",
      "ai_score": 8.1,
      "sector": "Financial Services",
      "change": 0,
      "fundamental": 8.1,
      "technical": 8.1,
      "sentiment": 9.1,
      "low_risk": 7.3,
      "data_source": null
    },
    {
      "rank": 9,
      "ticker": "PTC",
      "company": "PTC Inc.",
      "ai_score": 8.1,
      "sector": "Technology",
      "change": 0,
      "fundamental": 8.9,
      "technical": 6.5,
      "sentiment": 8.1,
      "low_risk": 8.6,
      "data_source": null
    },
    {
      "rank": 10,
      "ticker": "BLK",
      "company": "BlackRock",
      "ai_score": 8.1,
      "sector": "Financial Services",
      "change": 0,
      "fundamental": 8.5,
      "technical": 8.2,
      "sentiment": 8.0,
      "low_risk": 6.5,
      "data_source": null
    },
    {
      "rank": 11,
      "ticker": "DELL",
      "company": "Dell Technologies",
      "ai_score": 8.1,
      "sector": "Technology",
      "change": 0,
      "fundamental": 8.8,
      "technical": 6.7,
      "sentiment": 8.6,
      "low_risk": 8.3,
      "data_source": null
    },
    {
      "rank": 12,
      "ticker": "OHI",
      "company": "Omega Healthcare Investors",
      "ai_score": 8.1,
      "sector": "Real Estate",
      "change": 0,
      "fundamental": 8.2,
      "technical": 8.4,
      "sentiment": 8.8,
      "low_risk": 6.4,
      "data_source": null
    },
    {
      "rank": 13,
      "ticker": "D",
      "company": "Dominion Energy",
      "ai_score": 8.0,
      "sector": "Utilities",
      "change": 0,
      "fundamental": 7.6,
      "technical": 9.0,
      "sentiment": 9.1,
      "low_risk": 6.5,
      "data_source": null
    },
    {
      "rank": 14,
      "ticker": "GS",
      "company": "Goldman Sachs",
      "ai_score": 8.0,
      "sector": "Financial Services",
      "change": 1,
      "fundamental": 8.1,
      "technical": 8.4,
      "sentiment": 6.5,
      "low_risk": 8.1,
      "data_source": null
    },
    {
      "rank": 15,
      "ticker": "SCCO",
      "company": "Southern Copper",
      "ai_score": 8.0,
      "sector": "Basic Materials",
      "change": -1,
      "fundamental": 8.7,
      "technical": 7.0,
      "sentiment": 5.7,
      "low_risk": 9.3,
      "data_source": null
    },
    {
      "rank": 16,
      "ticker": "LLYVK",
      "company": "Liberty Live (Series C)",
      "ai_score": 8.0,
      "sector": "Communication Services",
      "change": 0,
      "fundamental": 7.2,
      "technical": 8.5,
      "sentiment": 9.3,
      "low_risk": 8.2,
      "data_source": null
    },
    {
      "rank": 17,
      "ticker": "VIRT",
      "company": "Virtu Financial",
      "ai_score": 8.0,
      "sector": "Financial Services",
      "change": 0,
      "fundamental": 7.7,
      "technical": 8.6,
      "sentiment": 10.0,
      "low_risk": 6.0,
      "data_source": null
    },
    {
      "rank": 18,
      "ticker": "AIZ",
      "company": "Assurant",
      "ai_score": 8.0,
      "sector": "Financial Services",
      "change": 0,
      "fundamental": 8.0,
      "technical": 8.4,
      "sentiment": 10.0,
      "low_risk": 5.6,
      "data_source": null
    },
    {
      "rank": 19,
      "ticker": "RGA",
      "company": "Reinsurance Group of America",
      "ai_score": 7.9,
      "sector": "Financial Services",
      "change": 0,
      "fundamental": 8.2,
      "technical": 8.4,
      "sentiment": 7.0,
      "low_risk": 6.7,
      "data_source": null
    },
    {
      "rank": 20,
      "ticker": "JEF",
      "company": "Jefferies Financial Group",
      "ai_score": 7.9,
      "sector": "Financial Services",
      "change": 1,
      "fundamental": 8.1,
      "technical": 6.9,
      "sentiment": 9.8,
      "low_risk": 8.1,
      "data_source": null
    },
    {
      "rank": 21,
      "ticker": "KMI",
      "company": "Kinder Morgan",
      "ai_score": 7.9,
      "sector": "Energy",
      "change": -1,
      "fundamental": 8.0,
      "technical": 8.2,
      "sentiment": 10.0,
      "low_risk": 5.6,
      "data_source": null
    },
    {
      "rank": 22,
      "ticker": "MLI",
      "company": "Mueller Industries",
      "ai_score": 7.9,
      "sector": "Industrials",
      "change": 0,
      "fundamental": 8.7,
      "technical": 7.0,
      "sentiment": 5.2,
      "low_risk": 9.2,
      "data_source": null
    },
    {
      "rank": 23,
      "ticker": "GWW",
      "company": "W. W. Grainger",
      "ai_score": 7.9,
      "sector": "Industrials",
      "change": 4,
      "fundamental": 7.3,
      "technical": 8.2,
      "sentiment": 10.0,
      "low_risk": 7.6,
      "data_source": null
    },
    {
      "rank": 24,
      "ticker": "FSLR",
      "company": "First Solar",
      "ai_score": 7.9,
      "sector": "Technology",
      "change": -1,
      "fundamental": 8.6,
      "technical": 7.6,
      "sentiment": 10.0,
      "low_risk": 4.7,
      "data_source": null
    },
    {
      "rank": 25,
      "ticker": "LLYVA",
      "company": "Liberty Live (Series A)",
      "ai_score": 7.9,
      "sector": "Communication Services",
      "change": -1,
      "fundamental": 7.2,
      "technical": 8.2,
      "sentiment": 9.1,
      "low_risk": 8.2,
      "data_source": null
    }
  ],
  "main_sector_concentration": {
    "top_sector": "Financial Services",
    "top_count": 10,
    "of": 25,
    "pct": 0.4,
    "warn": true,
    "by_sector": {
      "Financial Services": 10,
      "Technology": 5,
      "Energy": 2,
      "Communication Services": 2,
      "Industrials": 2,
      "Healthcare": 1,
      "Real Estate": 1,
      "Utilities": 1,
      "Basic Materials": 1
    }
  },
  "watchlist_top25": [
    {
      "rank": 1,
      "ticker": "DELL",
      "company": "Dell Technologies",
      "ai_score": 8.1,
      "sector": "Technology",
      "change": 0,
      "fundamental": 8.8,
      "technical": 6.7,
      "sentiment": 8.6,
      "low_risk": 8.3,
      "data_source": "main_pipeline"
    },
    {
      "rank": 2,
      "ticker": "SCCO",
      "company": "Southern Copper",
      "ai_score": 8.0,
      "sector": "Basic Materials",
      "change": 0,
      "fundamental": 8.7,
      "technical": 7.0,
      "sentiment": 5.7,
      "low_risk": 9.3,
      "data_source": "main_pipeline"
    },
    {
      "rank": 3,
      "ticker": "AAPL",
      "company": "Apple Inc.",
      "ai_score": 7.7,
      "sector": "Technology",
      "change": 0,
      "fundamental": 7.6,
      "technical": 7.6,
      "sentiment": 10.0,
      "low_risk": 6.4,
      "data_source": "main_pipeline"
    },
    {
      "rank": 4,
      "ticker": "EXEL",
      "company": "Exelixis",
      "ai_score": 7.7,
      "sector": "Healthcare",
      "change": 0,
      "fundamental": 7.8,
      "technical": 8.4,
      "sentiment": 8.9,
      "low_risk": 5.4,
      "data_source": "main_pipeline"
    },
    {
      "rank": 5,
      "ticker": "GOOG",
      "company": "Alphabet Inc. (Class C)",
      "ai_score": 7.7,
      "sector": "Communication Services",
      "change": 0,
      "fundamental": 8.4,
      "technical": 6.7,
      "sentiment": 10.0,
      "low_risk": 6.2,
      "data_source": "main_pipeline"
    },
    {
      "rank": 6,
      "ticker": "DUOL",
      "company": "Duolingo",
      "ai_score": 7.6,
      "sector": "Technology",
      "change": 0,
      "fundamental": 8.8,
      "technical": 5.4,
      "sentiment": 7.2,
      "low_risk": 8.6,
      "data_source": "main_pipeline"
    },
    {
      "rank": 7,
      "ticker": "TTWO",
      "company": "Take-Two Interactive",
      "ai_score": 7.6,
      "sector": "Communication Services",
      "change": 0,
      "fundamental": 7.2,
      "technical": 7.8,
      "sentiment": 10.0,
      "low_risk": 6.7,
      "data_source": "main_pipeline"
    },
    {
      "rank": 8,
      "ticker": "GLW",
      "company": "Corning Inc.",
      "ai_score": 7.5,
      "sector": "Technology",
      "change": 0,
      "fundamental": 6.7,
      "technical": 8.2,
      "sentiment": 7.7,
      "low_risk": 8.2,
      "data_source": "main_pipeline"
    },
    {
      "rank": 9,
      "ticker": "MU",
      "company": "Micron Technology",
      "ai_score": 7.5,
      "sector": "Technology",
      "change": 0,
      "fundamental": 7.9,
      "technical": 8.2,
      "sentiment": 9.2,
      "low_risk": 3.7,
      "data_source": "main_pipeline"
    },
    {
      "rank": 10,
      "ticker": "VG",
      "company": "Venture Global, Inc.",
      "ai_score": 7.5,
      "sector": "Energy",
      "change": 0,
      "fundamental": 8.07,
      "technical": 8.6,
      "sentiment": null,
      "low_risk": null,
      "data_source": "supplemental_yfinance"
    },
    {
      "rank": 11,
      "ticker": "AMZN",
      "company": "Amazon",
      "ai_score": 7.3,
      "sector": "Consumer Cyclical",
      "change": 0,
      "fundamental": 7.8,
      "technical": 6.8,
      "sentiment": 6.7,
      "low_risk": 7.0,
      "data_source": "main_pipeline"
    },
    {
      "rank": 12,
      "ticker": "CGNX",
      "company": "Cognex Corporation",
      "ai_score": 7.3,
      "sector": "Technology",
      "change": 0,
      "fundamental": 6.7,
      "technical": 8.1,
      "sentiment": 9.1,
      "low_risk": 6.0,
      "data_source": "main_pipeline"
    },
    {
      "rank": 13,
      "ticker": "GUSH",
      "company": "Direxion Daily S&P Oil & Gas Ex",
      "ai_score": 7.3,
      "sector": "ETF",
      "change": 0,
      "fundamental": null,
      "technical": 7.3,
      "sentiment": null,
      "low_risk": null,
      "data_source": "supplemental_yfinance"
    },
    {
      "rank": 14,
      "ticker": "SMCI",
      "company": "Supermicro",
      "ai_score": 7.3,
      "sector": "Technology",
      "change": 0,
      "fundamental": 8.6,
      "technical": 6.1,
      "sentiment": 7.3,
      "low_risk": 5.7,
      "data_source": "main_pipeline"
    },
    {
      "rank": 15,
      "ticker": "SNOW",
      "company": "Snowflake Inc.",
      "ai_score": 7.3,
      "sector": "Technology",
      "change": 0,
      "fundamental": 7.2,
      "technical": 6.7,
      "sentiment": 10.0,
      "low_risk": 7.5,
      "data_source": "main_pipeline"
    },
    {
      "rank": 16,
      "ticker": "BWA",
      "company": "BorgWarner",
      "ai_score": 7.2,
      "sector": "Consumer Cyclical",
      "change": 0,
      "fundamental": 5.6,
      "technical": 8.3,
      "sentiment": 9.1,
      "low_risk": 8.3,
      "data_source": "main_pipeline"
    },
    {
      "rank": 17,
      "ticker": "CIEN",
      "company": "Ciena",
      "ai_score": 7.1,
      "sector": "Technology",
      "change": 0,
      "fundamental": 6.9,
      "technical": 6.8,
      "sentiment": 7.4,
      "low_risk": 7.8,
      "data_source": "main_pipeline"
    },
    {
      "rank": 18,
      "ticker": "FLEX",
      "company": "Flex Ltd.",
      "ai_score": 7.1,
      "sector": "Technology",
      "change": 0,
      "fundamental": 6.5,
      "technical": 8.0,
      "sentiment": 10.0,
      "low_risk": 5.3,
      "data_source": "main_pipeline"
    },
    {
      "rank": 19,
      "ticker": "FRSH",
      "company": "Freshworks Inc.",
      "ai_score": 7.1,
      "sector": "Technology",
      "change": 0,
      "fundamental": 7.62,
      "technical": 6.0,
      "sentiment": null,
      "low_risk": 9.17,
      "data_source": "supplemental_yfinance"
    },
    {
      "rank": 20,
      "ticker": "VEEV",
      "company": "Veeva Systems",
      "ai_score": 7.1,
      "sector": "Healthcare",
      "change": 0,
      "fundamental": 7.9,
      "technical": 5.1,
      "sentiment": 6.5,
      "low_risk": 9.0,
      "data_source": "main_pipeline"
    },
    {
      "rank": 21,
      "ticker": "AME",
      "company": "Ametek",
      "ai_score": 7.0,
      "sector": "Industrials",
      "change": 0,
      "fundamental": 7.2,
      "technical": 6.6,
      "sentiment": 4.0,
      "low_risk": 9.4,
      "data_source": "main_pipeline"
    },
    {
      "rank": 22,
      "ticker": "DDOG",
      "company": "Datadog",
      "ai_score": 7.0,
      "sector": "Technology",
      "change": 0,
      "fundamental": 6.9,
      "technical": 7.2,
      "sentiment": 10.0,
      "low_risk": 4.5,
      "data_source": "main_pipeline"
    },
    {
      "rank": 23,
      "ticker": "MDB",
      "company": "MongoDB Inc.",
      "ai_score": 7.0,
      "sector": "Technology",
      "change": 0,
      "fundamental": 6.9,
      "technical": 7.5,
      "sentiment": 10.0,
      "low_risk": 4.3,
      "data_source": "main_pipeline"
    },
    {
      "rank": 24,
      "ticker": "SNDK",
      "company": "Sandisk",
      "ai_score": 7.0,
      "sector": "Technology",
      "change": 0,
      "fundamental": 6.4,
      "technical": 6.6,
      "sentiment": 9.2,
      "low_risk": 8.3,
      "data_source": "main_pipeline"
    },
    {
      "rank": 25,
      "ticker": "MTSI",
      "company": "MACOM Technology Solutions",
      "ai_score": 6.9,
      "sector": "Technology",
      "change": 0,
      "fundamental": 6.5,
      "technical": 7.9,
      "sentiment": 10.0,
      "low_risk": 4.0,
      "data_source": "main_pipeline"
    }
  ],
  "watchlist_sector_concentration": {
    "top_sector": "Technology",
    "top_count": 15,
    "of": 25,
    "pct": 0.6,
    "warn": true,
    "by_sector": {
      "Technology": 15,
      "Healthcare": 2,
      "Communication Services": 2,
      "Consumer Cyclical": 2,
      "Basic Materials": 1,
      "Energy": 1,
      "ETF": 1,
      "Industrials": 1
    }
  },
  "supp_top25": [
    {
      "rank": 10,
      "ticker": "VG",
      "company": "Venture Global, Inc.",
      "ai_score": 7.5,
      "sector": "Energy",
      "change": 0,
      "fundamental": 8.07,
      "technical": 8.6,
      "sentiment": null,
      "low_risk": null,
      "data_source": "supplemental_yfinance"
    },
    {
      "rank": 13,
      "ticker": "GUSH",
      "company": "Direxion Daily S&P Oil & Gas Ex",
      "ai_score": 7.3,
      "sector": "ETF",
      "change": 0,
      "fundamental": null,
      "technical": 7.3,
      "sentiment": null,
      "low_risk": null,
      "data_source": "supplemental_yfinance"
    },
    {
      "rank": 19,
      "ticker": "FRSH",
      "company": "Freshworks Inc.",
      "ai_score": 7.1,
      "sector": "Technology",
      "change": 0,
      "fundamental": 7.62,
      "technical": 6.0,
      "sentiment": null,
      "low_risk": 9.17,
      "data_source": "supplemental_yfinance"
    },
    {
      "rank": 28,
      "ticker": "USO",
      "company": "United States Oil Fund",
      "ai_score": 6.9,
      "sector": "ETF",
      "change": 0,
      "fundamental": null,
      "technical": 6.9,
      "sentiment": null,
      "low_risk": null,
      "data_source": "supplemental_yfinance"
    },
    {
      "rank": 32,
      "ticker": "TSM",
      "company": "Taiwan Semiconductor Manufactur",
      "ai_score": 6.8,
      "sector": "Technology",
      "change": 0,
      "fundamental": 8.38,
      "technical": 4.2,
      "sentiment": null,
      "low_risk": 8.68,
      "data_source": "supplemental_yfinance"
    },
    {
      "rank": 35,
      "ticker": "RY",
      "company": "Royal Bank Of Canada",
      "ai_score": 6.7,
      "sector": "Financial Services",
      "change": 0,
      "fundamental": 7.14,
      "technical": 5.2,
      "sentiment": null,
      "low_risk": 9.69,
      "data_source": "supplemental_yfinance"
    },
    {
      "rank": 38,
      "ticker": "FIG",
      "company": "Figma, Inc.",
      "ai_score": 6.5,
      "sector": "Technology",
      "change": 0,
      "fundamental": 6.5,
      "technical": 7.8,
      "sentiment": null,
      "low_risk": null,
      "data_source": "supplemental_yfinance"
    },
    {
      "rank": 45,
      "ticker": "LUNMF",
      "company": "Lundin Mining Corp.",
      "ai_score": 6.3,
      "sector": "Basic Materials",
      "change": 0,
      "fundamental": 8.39,
      "technical": 4.2,
      "sentiment": null,
      "low_risk": 5.11,
      "data_source": "supplemental_yfinance"
    },
    {
      "rank": 46,
      "ticker": "PAAS",
      "company": "Pan American Silver Corp.",
      "ai_score": 6.3,
      "sector": "Basic Materials",
      "change": 0,
      "fundamental": 8.76,
      "technical": 2.4,
      "sentiment": null,
      "low_risk": 7.57,
      "data_source": "supplemental_yfinance"
    },
    {
      "rank": 52,
      "ticker": "VISN",
      "company": "Vistance Networks, Inc.",
      "ai_score": 6.2,
      "sector": "Technology",
      "change": 0,
      "fundamental": 8.19,
      "technical": 4.0,
      "sentiment": null,
      "low_risk": 5.15,
      "data_source": "supplemental_yfinance"
    },
    {
      "rank": 56,
      "ticker": "NBIS",
      "company": "Nebius Group N.V.",
      "ai_score": 6.1,
      "sector": "Communication Services",
      "change": 0,
      "fundamental": 6.07,
      "technical": 5.1,
      "sentiment": null,
      "low_risk": 8.81,
      "data_source": "supplemental_yfinance"
    },
    {
      "rank": 57,
      "ticker": "CLS",
      "company": "Celestica, Inc.",
      "ai_score": 6.0,
      "sector": "Technology",
      "change": 0,
      "fundamental": 7.92,
      "technical": 2.8,
      "sentiment": null,
      "low_risk": 7.61,
      "data_source": "supplemental_yfinance"
    },
    {
      "rank": 60,
      "ticker": "BABA",
      "company": "Alibaba Group Holding Limited",
      "ai_score": 5.9,
      "sector": "Consumer Cyclical",
      "change": 0,
      "fundamental": 6.49,
      "technical": 4.5,
      "sentiment": null,
      "low_risk": 7.47,
      "data_source": "supplemental_yfinance"
    },
    {
      "rank": 61,
      "ticker": "ISSC",
      "company": "Innovative Solutions and Suppor",
      "ai_score": 5.9,
      "sector": "Industrials",
      "change": 0,
      "fundamental": 8.91,
      "technical": 0.3,
      "sentiment": null,
      "low_risk": 8.54,
      "data_source": "supplemental_yfinance"
    },
    {
      "rank": 62,
      "ticker": "KLAR",
      "company": "Klarna Group plc",
      "ai_score": 5.9,
      "sector": "Technology",
      "change": 0,
      "fundamental": 6.5,
      "technical": 5.6,
      "sentiment": null,
      "low_risk": null,
      "data_source": "supplemental_yfinance"
    },
    {
      "rank": 64,
      "ticker": "AXTI",
      "company": "AXT Inc",
      "ai_score": 5.8,
      "sector": "Technology",
      "change": 0,
      "fundamental": 6.68,
      "technical": 4.4,
      "sentiment": null,
      "low_risk": 6.22,
      "data_source": "supplemental_yfinance"
    },
    {
      "rank": 66,
      "ticker": "SLS",
      "company": "SELLAS Life Sciences Group, Inc",
      "ai_score": 5.8,
      "sector": "Healthcare",
      "change": 0,
      "fundamental": 3.85,
      "technical": 10.0,
      "sentiment": null,
      "low_risk": 3.78,
      "data_source": "supplemental_yfinance"
    },
    {
      "rank": 69,
      "ticker": "VIAV",
      "company": "Viavi Solutions Inc.",
      "ai_score": 5.7,
      "sector": "Technology",
      "change": 0,
      "fundamental": 6.2,
      "technical": 3.7,
      "sentiment": null,
      "low_risk": 8.83,
      "data_source": "supplemental_yfinance"
    },
    {
      "rank": 71,
      "ticker": "SLNH",
      "company": "Soluna Holdings, Inc.",
      "ai_score": 5.5,
      "sector": "Financial Services",
      "change": 0,
      "fundamental": 6.5,
      "technical": 4.3,
      "sentiment": null,
      "low_risk": null,
      "data_source": "supplemental_yfinance"
    },
    {
      "rank": 73,
      "ticker": "AGX",
      "company": "Argan, Inc.",
      "ai_score": 5.4,
      "sector": "Industrials",
      "change": 0,
      "fundamental": 6.17,
      "technical": 3.0,
      "sentiment": null,
      "low_risk": 8.06,
      "data_source": "supplemental_yfinance"
    },
    {
      "rank": 75,
      "ticker": "CBRS",
      "company": "Cerebras Systems Inc.",
      "ai_score": 5.4,
      "sector": "Technology",
      "change": 0,
      "fundamental": 5.5,
      "technical": 5.5,
      "sentiment": null,
      "low_risk": null,
      "data_source": "supplemental_yfinance"
    },
    {
      "rank": 76,
      "ticker": "CENX",
      "company": "Century Aluminum Company",
      "ai_score": 5.4,
      "sector": "Basic Materials",
      "change": 0,
      "fundamental": 6.23,
      "technical": 4.3,
      "sentiment": null,
      "low_risk": 5.42,
      "data_source": "supplemental_yfinance"
    },
    {
      "rank": 77,
      "ticker": "NEXT",
      "company": "NextDecade Corporation",
      "ai_score": 5.4,
      "sector": "Energy",
      "change": 0,
      "fundamental": 4.21,
      "technical": 6.8,
      "sentiment": null,
      "low_risk": 6.75,
      "data_source": "supplemental_yfinance"
    },
    {
      "rank": 78,
      "ticker": "TTMI",
      "company": "TTM Technologies, Inc.",
      "ai_score": 5.4,
      "sector": "Technology",
      "change": 0,
      "fundamental": 6.29,
      "technical": 4.8,
      "sentiment": null,
      "low_risk": 4.44,
      "data_source": "supplemental_yfinance"
    },
    {
      "rank": 80,
      "ticker": "MDLN",
      "company": "Medline Inc.",
      "ai_score": 5.3,
      "sector": "Healthcare",
      "change": 0,
      "fundamental": 6.12,
      "technical": 4.2,
      "sentiment": null,
      "low_risk": null,
      "data_source": "supplemental_yfinance"
    }
  ]
}
CheckStatusDetail
main_sector_concentrationWARNmain_top25 dominated by Financial Services 10/25 (40%)
watchlist_sector_concentrationWARNwatchlist_top25 dominated by Technology 15/25 (60%)

Change ReviewOK

Metrics:
{
  "snapshots_total": 14,
  "snapshots_in_window": 6,
  "history_warn_threshold_days": 5,
  "compared_against_date": "2026-05-12",
  "compared_against_captured_at": "2026-05-12T20:49:48.913855+00:00Z",
  "deltas": {
    "main_top10": {
      "new_entries": [
        {
          "ticker": "AFL",
          "rank": 3,
          "ai_score": 8.3,
          "sector": "Financial Services"
        },
        {
          "ticker": "NDAQ",
          "rank": 4,
          "ai_score": 8.2,
          "sector": "Financial Services"
        },
        {
          "ticker": "OKE",
          "rank": 5,
          "ai_score": 8.1,
          "sector": "Energy"
        },
        {
          "ticker": "CACC",
          "rank": 6,
          "ai_score": 8.1,
          "sector": "Financial Services"
        },
        {
          "ticker": "HALO",
          "rank": 7,
          "ai_score": 8.1,
          "sector": "Healthcare"
        },
        {
          "ticker": "V",
          "rank": 8,
          "ai_score": 8.1,
          "sector": "Financial Services"
        },
        {
          "ticker": "PTC",
          "rank": 9,
          "ai_score": 8.1,
          "sector": "Technology"
        },
        {
          "ticker": "BLK",
          "rank": 10,
          "ai_score": 8.1,
          "sector": "Financial Services"
        }
      ],
      "exited": [
        "DELL",
        "EME",
        "FRT",
        "GEN",
        "INCY",
        "MLI",
        "RS",
        "SCCO"
      ],
      "score_changes": [
        {
          "ticker": "CPAY",
          "prior": 8.6,
          "current": 8.7,
          "delta": 0.1
        },
        {
          "ticker": "ARW",
          "prior": 8.4,
          "current": 8.5,
          "delta": 0.1
        }
      ],
      "prior_size": 10,
      "current_size": 10
    },
    "watchlist_top10": {
      "new_entries": [
        {
          "ticker": "DUOL",
          "rank": 6,
          "ai_score": 7.6,
          "sector": "Technology"
        },
        {
          "ticker": "TTWO",
          "rank": 7,
          "ai_score": 7.6,
          "sector": "Communication Services"
        },
        {
          "ticker": "MU",
          "rank": 9,
          "ai_score": 7.5,
          "sector": "Technology"
        },
        {
          "ticker": "VG",
          "rank": 10,
          "ai_score": 7.5,
          "sector": "Energy"
        }
      ],
      "exited": [
        "CIEN",
        "DAL",
        "PAAS",
        "SLV"
      ],
      "score_changes": [
        {
          "ticker": "DELL",
          "prior": 8.7,
          "current": 8.1,
          "delta": -0.6
        },
        {
          "ticker": "SCCO",
          "prior": 8.3,
          "current": 8.0,
          "delta": -0.3
        },
        {
          "ticker": "GLW",
          "prior": 7.8,
          "current": 7.5,
          "delta": -0.3
        },
        {
          "ticker": "GOOG",
          "prior": 7.9,
          "current": 7.7,
          "delta": -0.2
        },
        {
          "ticker": "AAPL",
          "prior": 7.8,
          "current": 7.7,
          "delta": -0.1
        }
      ],
      "prior_size": 10,
      "current_size": 10
    },
    "supp_top10": {
      "new_entries": [
        {
          "ticker": "GUSH",
          "rank": 13,
          "ai_score": 7.3,
          "sector": "ETF"
        },
        {
          "ticker": "FRSH",
          "rank": 19,
          "ai_score": 7.1,
          "sector": "Technology"
        },
        {
          "ticker": "USO",
          "rank": 28,
          "ai_score": 6.9,
          "sector": "ETF"
        },
        {
          "ticker": "FIG",
          "rank": 38,
          "ai_score": 6.5,
          "sector": "Technology"
        },
        {
          "ticker": "VISN",
          "rank": 52,
          "ai_score": 6.2,
          "sector": "Technology"
        }
      ],
      "exited": [
        "AXTI",
        "DOCN",
        "ISSC",
        "QUBT",
        "SLV"
      ],
      "score_changes": [
        {
          "ticker": "PAAS",
          "prior": 8.2,
          "current": 6.3,
          "delta": -1.9
        },
        {
          "ticker": "LUNMF",
          "prior": 7.5,
          "current": 6.3,
          "delta": -1.2
        },
        {
          "ticker": "VG",
          "prior": 6.8,
          "current": 7.5,
          "delta": 0.7
        },
        {
          "ticker": "TSM",
          "prior": 6.9,
          "current": 6.8,
          "delta": -0.1
        },
        {
          "ticker": "RY",
          "prior": 6.8,
          "current": 6.7,
          "delta": -0.1
        }
      ],
      "prior_size": 10,
      "current_size": 10
    }
  },
  "limited_history": false
}
CheckStatusDetail
history_windowOKcomparing to 2026-05-12 (14 snapshots total)

Benchmark ContextWARN

Metrics:
{
  "snapshots_total": 14,
  "by_horizon": {
    "1d": {
      "completed": 13,
      "buckets": {
        "main_top10": {
          "snapshots": 13,
          "mean_return": -0.0022,
          "wins": 4,
          "losses": 6
        },
        "watchlist_top10": {
          "snapshots": 13,
          "mean_return": -0.0024,
          "wins": 4,
          "losses": 6
        },
        "supp_top10": {
          "snapshots": 13,
          "mean_return": -0.0024,
          "wins": 5,
          "losses": 6
        }
      }
    },
    "3d": {
      "completed": 10,
      "buckets": {
        "main_top10": {
          "snapshots": 10,
          "mean_return": -0.001,
          "wins": 5,
          "losses": 5
        },
        "watchlist_top10": {
          "snapshots": 10,
          "mean_return": 0.0038,
          "wins": 6,
          "losses": 4
        },
        "supp_top10": {
          "snapshots": 10,
          "mean_return": -0.0084,
          "wins": 4,
          "losses": 5
        }
      }
    },
    "5d": {
      "completed": 8,
      "buckets": {
        "main_top10": {
          "snapshots": 8,
          "mean_return": 0.0027,
          "wins": 4,
          "losses": 4
        },
        "watchlist_top10": {
          "snapshots": 8,
          "mean_return": 0.0084,
          "wins": 4,
          "losses": 4
        },
        "supp_top10": {
          "snapshots": 8,
          "mean_return": -0.0106,
          "wins": 3,
          "losses": 5
        }
      }
    },
    "10d": {
      "completed": 3,
      "buckets": {
        "main_top10": {
          "snapshots": 3,
          "mean_return": 0.0357,
          "wins": 3,
          "losses": 0
        },
        "watchlist_top10": {
          "snapshots": 3,
          "mean_return": 0.0351,
          "wins": 3,
          "losses": 0
        },
        "supp_top10": {
          "snapshots": 3,
          "mean_return": -0.0118,
          "wins": 1,
          "losses": 2
        }
      }
    },
    "20d": {
      "completed": 0,
      "buckets": {}
    }
  },
  "laggers": [
    {
      "horizon": "1d",
      "bucket": "main_top10",
      "mean_return": -0.0022
    },
    {
      "horizon": "1d",
      "bucket": "watchlist_top10",
      "mean_return": -0.0024
    },
    {
      "horizon": "1d",
      "bucket": "supp_top10",
      "mean_return": -0.0024
    },
    {
      "horizon": "3d",
      "bucket": "main_top10",
      "mean_return": -0.001
    },
    {
      "horizon": "3d",
      "bucket": "supp_top10",
      "mean_return": -0.0084
    },
    {
      "horizon": "5d",
      "bucket": "supp_top10",
      "mean_return": -0.0106
    },
    {
      "horizon": "10d",
      "bucket": "supp_top10",
      "mean_return": -0.0118
    }
  ],
  "leaders": [
    {
      "horizon": "3d",
      "bucket": "watchlist_top10",
      "mean_return": 0.0038
    },
    {
      "horizon": "5d",
      "bucket": "main_top10",
      "mean_return": 0.0027
    },
    {
      "horizon": "5d",
      "bucket": "watchlist_top10",
      "mean_return": 0.0084
    },
    {
      "horizon": "10d",
      "bucket": "main_top10",
      "mean_return": 0.0357
    },
    {
      "horizon": "10d",
      "bucket": "watchlist_top10",
      "mean_return": 0.0351
    }
  ],
  "spy_return_21d": 0.0353,
  "main_top25_window_return": 0.057,
  "watchlist_top25_window_return": 0.0962
}
CheckStatusDetail
lagging_bucketsWARN7 bucket/horizon pairs with negative avg_mean_return

DiagnosticsWARN

Metrics:
{
  "overall": "FAIL",
  "suspicious_count": 2,
  "suspicious_top": [
    {
      "ticker": "MU",
      "group": "watchlist_top10",
      "rank": 9,
      "reasons": [
        "weak LOW_RISK (3.7)"
      ]
    },
    {
      "ticker": "VG",
      "group": "watchlist_top10",
      "rank": 10,
      "reasons": [
        "missing SENT",
        "missing LOW_RISK",
        "missing SWING"
      ]
    }
  ]
}
CheckStatusDetail
suspicious_ranksWARN2 suspicious top rank(s) flagged