1amInvesting

Portfolio update 58 new stocks added; SKHY Base rises to 99 Posted 7 Oct 2026, 5:20 pm EDT

A major expansion of the dashboard: 58 new stocks have been added from the latest master Excel. Coverage grows from 131 to 189 stocks, plus the custom DRAM ETF row, for 190 names in the table. No stocks were removed.

SKHY Base: 93 → 99. Its EV Upside now uses the updated Base score with the existing Q4 2027 target and current share price.

58 newly added stocks

All additions are in the main stock list. Scroll within this bulletin to browse the full list below. This is a dated announcement; live prices continue to update.

000150.KSDoosan Corp
204270.KQJNTC
2303.TWUMC
2360.TWChroma ATE
2383.TWElite Material
2464.TWMirle Automation
2802.TAjinomoto
3017.TWAsia Vital Components
3110.TNittobo
3189.TWKinsus
323280.KQTaesung Co., Ltd.
3374.TWXintec Inc.
3563.TWMachvision
3653.TWJentech
3661.TWAlchip
3665.TWBizLink
5274.TWOASPEED
5706.TMitsui Kinzoku
5991.TNHK Spring
6134.TFUJI
6146.TDISCO
6223.TWOMPI
6274.TWOTaiwan Union Technology
6515.TWWinWay Technology
6762.TTDK
6805.TWFositek
7220.TMusashi Seimitsu
7769.TWHon. Precision
7826.TFuruya Metal
8035.TTokyo Electron
8046.TWNan Ya PCB
AEVAAeva Technologies
AMATApplied Materials
APLDApplied Digital
ATS.VIAT&S
CARTInstacart
CBRSCerebras Systems
CLSCelestica
CORZCore Scientific
CRWVCoreWeave, Inc.
ENPHEnphase Energy
EROCERock
ETNEaton
EXPEExpedia
FORMFormFactor
GLXYGalaxy Digital
IFX.DEInfineon
KEYSKeysight Technologies
LNGCheniere Energy
MODModine Manufacturing Company
NOKNokia
NVTSNavitas Semiconductor
PEverpure
QCOMQualcomm
SEDGSolarEdge Technologies
SHOPShopify
SITMSiTime
TERTeradyne

Quarterly roll-forward Upside & EV Upside now use Q4 2027 Posted 30 Sep 2026, 10:51 pm EDT

As Q3 ends and Q4 begins on October 1, we have rolled the reference quarter for Upside and EV Upside from Q3 2027 to Q4 2027. This keeps the dashboard focused roughly 12 months ahead. The change was applied on September 30, just ahead of the new quarter.

Upside: Q4 2027 target price divided by the current share price.
EV Upside: Uses the same Q4 2027 target and current share price, with the existing Base-score weighting.

Figures can change because we are looking one quarter further ahead, not necessarily because a company’s outlook has been upgraded. The roll-forward itself does not change Base scores or quarterly forecasts.

Next planned roll-forward: January 1, 2027.

Model update September 28–30: Q3 2027 model-ceiling changes Posted 30 Sep 2026, 11:45 am EDT

Scroll within this bulletin for all 10 updates. Percentages are changes to model ceilings, not share-price returns.

LITE +15.15%: Added a 30% probability-weighted scenario for substantially higher optical circuit switching revenue.
MediaTek (2454.TW) +9.34%: Incorporated a 30% probability-weighted uplift from higher custom AI chip revenue forecasts.
NRGV +5.96%: Added probability-weighted earnings from acquired Goshe power projects, allowing for associated costs.
NBIS +5.75%: Incorporated October’s 20% GPU pricing increase and two assumed 15% increases in 2027.
Sivers (SIVE.ST) +2.36%: Raised customer-conversion probabilities as emerging optical architectures strengthen demand for its lasers.
LPKF (LPK.DE) +2.13%: Higher probability-weighted glass-substrate tool capture outweighed the modeled production delay.
AAOI +1.29%: Added probability-weighted higher 800G/1.6T utilization while retaining existing capacity and pricing assumptions.
Broadcom (AVGO) +1.09%: Incorporated a 25% probability-weighted uplift from higher AI semiconductor revenue forecasts.
AMD −0.96%: Added estimated acquisition-related share dilution without increasing operating forecasts.
Micron (MU) 0%: Stronger supply-agreement coverage raised the artifact Base from 88 to 90, while its ceiling and Excel Base of 99 stayed unchanged.

Portfolio update 10 new stocks; Kioxia Base 90, META Base 99 Posted 21 Sep 2026, 2:13 pm EDT

Coverage has expanded from 108 to 118 stocks, with quarterly forecasts added for the 10 companies below. Kioxia and META also have updated Base scores.

Base-score changes

Previous → Updated

Kioxia

285A.T

8090

Meta Platforms

10 newly added stocks

FSLRFirst Solar
OSSOne Stop Systems
FIVNFive9
ENSEnerSys
SHLSShoals Technologies Group
MITKMitek Systems
M7U.DENynomic AG
2409.TWAUO Corporation
6510.TWOChunghwa Precision Test
3264.TWOArdentec Corporation

Scores shown are the values recorded for this announcement.

News bulletin Higher NAND forecasts lift model ceilings Posted 20 Sep 2026, 10:52 pm EDT Updated 21 Sep 2026, 12:38 am EDT

TrendForce has updated its NAND price forecast. 3Q26 up 18–23% (vs up 10–15% prior); 4Q26 up 15–20% (vs up 0–5% prior). These higher NAND forecasts drive the increases in our model ceilings below.

Resulting Q3 2027 ceiling revisions

20× baseline · Previous → Updated

SanDisk

+53.7%

SNDK · USD

$3,062.55$4,707.36

Kioxia

+47.3%

285A.T · JPY

¥137,140¥201,939

Samsung

+13.4%

005930.KS · KRW

₩542,145₩614,881

SK Hynix

+8.5%

000660.KS · KRW

₩3,728,533₩4,043,836

SKHY · USD: $375.50 → $407.25

Micron

+11.5%

MU · USD

$1,872.15$2,087.37

Swipe or scroll to see all five companies →

Ceilings corrected after model recalculation. Percentages compare with the original pre-news ceilings, not live prices. Fixed at 20×.