Research universe
Watchlist
Statuses describe research priority, not a recommendation to buy or sell.
TickerCompanyIndustrial roleResearch status
AVGOBroadcomASIC, networking & infrastructure software
Core research
NVDANVIDIAAccelerated computing
Core research
AMDAMDCompute and AI accelerators
Monitor execution
AMKRAmkor TechnologyAdvanced packaging & test
Cyclical watch
ETNEatonElectrical distribution & power management
Power watch
VRTVertivCooling and critical digital infrastructure
Power watch
PWRQuanta ServicesTransmission & grid construction
Grid watch
GEVGE VernovaGeneration and grid systems
Grid watch
SMRNuScale PowerSmall modular reactor development
Long horizon
Keep this intentionally short. Add a company only when you can name the bottleneck it serves and the evidence you expect to monitor.