01 / Got a stock in mind?
Start with a stock We'll tell you the story
Learn what's happening, why it matters, how companies compare, what's priced in and what could go wrong, all in under 15 minutes
What's happening?
Taiwan Semiconductor Manufacturing Company Limited is +3.7% over the week and +7.9% over the month. Price is 18.1% above its rising 200-day EMA. It sits in Compute, where 89% of names are trending up.
Why?
- bullishTSMC 2nm wafer capacity to exceed earlier estimates, EDN reportsCompute · TSM
Is it already priced in?
02 / Need some inspiration?
Today's shortlist
Stocks in an uptrend, filtered on fundamentals, analyst consensus and sector strength, then ranked. Open a name to follow its story, or open The Terminal and find your own
300 screened · Run 27/09/2026, 00:31 UTC
- SCHWThe Charles Schwab CorporationPrice is at or near a rising EMA200. A rising line is the setup the board looks for.Worth the premiumBuy
- PNCThe PNC Financial Services Group, Inc.Price is at or near a rising EMA200. A rising line is the setup the board looks for.Stronger than peersBuy
03 / Prefer the bigger picture?
Start with a theme
Not every idea starts with a ticker. Start with a theme, work down its chain to the segment that's carrying it, and arrive at the companies from the story behind them
Memory is the strongest link in AI Infrastructure
What's changed?
Briefing for 28 Sept
Read the briefingUBS flags a $35 billion problem for CoreWeave.
CoreWeave is a bellwether neocloud that has leaned heavily on debt-financed GPU buildouts to chase hyperscaler demand; a bank calling out a problem of this scale raises questions about the financing model that underpins the broader neocloud capacity race.
supply chain
1W · trending up- Memory+5.4%Strong
- Servers+0.6%Strong
- Compute+3.7%Strong
- Networking+3.3%Strong
In the news · AI Infrastructure
Aero engines is the strongest link in Defence & Space
What's changed?
Briefing for 28 Sept
Read the briefingBoeing shares sit 21% below their recent high as wing production delays weigh on the turnaround.
Boeing's defence and aerospace manufacturing timeline is a bellwether for the wider primes group, and this comes as the primes cohort has broadly weakened over the past week, suggesting the pressure is not isolated to one name.
chain
1W · trending up- Aero engines+3.8%Strong
- Software and services+5.8%Mixed
- Electronics-1.7%Mixed
- Land and munitions-3.3%Mixed
What's driving it
- bullishGeneral Electric (GE) Reaches GEK800 Cruise Missile Engine Ignition MilestoneAero engines · GE
04 / How it works
Every page answers a question and creates the next one
01 Discover
What's happening?
Sector moves, what's trending up and the movers across 270+ equities.
02 Story
Why does this matter?
What changed, why, and what the market expects.
03 Conviction
Do the facts support it?
Claim, evidence, source: fundamentals, valuation, peers, risks.
04 Decide
What do I want to do?
Invest, watch, reject or keep digging. The decision stays yours.
We crunch the numbers · You get the story · You make the call
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