Early Signal logo Early Signal - AI Powered Portfolio

Run Detail: 963c2536-b67f-4fe9-a2eb-bec83ae66230

daily completed scheduled 216s May 19, 2026 13:30 UTC

Summary

Market Regime
NEUTRAL
Overall Signal
0.004
Num Buys
1
Num Sells
0
Used Synthetic Data
False
What Changed
  • New buy candidates: NOW.
Data Quality
Score
0.75
Grade
C
Blocking
no

What Changed This Run

Sign in to unlock component-level deltas and target-weight changes.

Narrative

# Daily AI Ecosystem Brief - 2026-05-19

**Market Regime:** NEUTRAL | **Overall Signal:** +0.004

## Risk Alerts
- CRITICAL bottleneck: Grid Gear / Long-Lead Electrical Equipment (97% severity)
- CRITICAL bottleneck: TSMC CoWoS Packaging (95% severity)
- CRITICAL bottleneck: HBM3e Supply (90% severity)

## Top Buy Signals

| Ticker | Name | Signal | Conviction | Layer | Thesis |
|--------|------|--------|------------|-------|--------|
| NOW | ServiceNow | +0.15 | low | AI Applications | Low bullish on ServiceNow (AI Applications, 25% AI revenue).... |
Download CSV
NOW BUY
ServiceNow
Signal: 0.155
Conviction: low
Target Weight: 0.78%
Layer: AI Applications
Sleeve: tactical
Urgency: OPPORTUNISTIC
Low bullish on ServiceNow (AI Applications, 25% AI revenue). Signal: +0.16.
Risk: Valuation compression
TickerCompositeConviction DirectionDailyWeeklyQuarterly
NOW 0.155 low long 0.621 0.000 0.000
PANW 0.132 none neutral 0.527 0.000 0.000
HUBS 0.130 none neutral 0.520 0.000 0.000
CRWD 0.123 none neutral 0.493 0.000 0.000
ESTC 0.112 none neutral 0.448 0.000 0.000
VEEV 0.106 none neutral 0.423 0.000 0.000
DDOG 0.095 none neutral 0.382 0.000 0.000
HPE 0.092 none neutral 0.611 0.000 0.000
ANET 0.087 none neutral 0.581 0.000 0.000
PLTR 0.083 none neutral 0.332 0.000 0.000
SBUX 0.083 none neutral 0.331 0.000 0.000
AI 0.082 none neutral 0.274 0.000 0.000
CRM 0.076 none neutral 0.305 0.000 0.000
MDB 0.071 none neutral 0.284 0.000 0.000
QCOM 0.069 none neutral 0.229 0.000 0.000
WDAY 0.068 none neutral 0.273 0.000 0.000
NTAP 0.063 none neutral 0.423 0.000 0.000
SWKS 0.063 none neutral 0.251 0.000 0.000
XOM 0.059 none neutral 0.592 0.000 0.000
KO 0.057 none neutral 0.380 0.000 0.000
ADSK 0.057 none neutral 0.228 0.000 0.000
AVGO 0.056 none neutral 0.187 0.000 0.000
SNOW 0.053 none neutral 0.212 0.000 0.000
WCC 0.053 none neutral 0.354 0.000 0.000
ONTO 0.052 none neutral 0.260 0.000 0.000
CSX 0.052 none neutral 0.518 0.000 0.000
TTD 0.050 none neutral 0.199 0.000 0.000
DELL 0.047 none neutral 0.310 0.000 0.000
DOV 0.046 none neutral 0.309 0.000 0.000
UNP 0.045 none neutral 0.451 0.000 0.000
CARR 0.045 none neutral 0.300 0.000 0.000
ON 0.040 none neutral 0.160 0.000 0.000
SNPS 0.040 none neutral 0.200 0.000 0.000
J 0.035 none neutral 0.353 0.000 0.000
ARM 0.035 none neutral 0.117 0.000 0.000
DIS 0.032 none neutral 0.215 0.000 0.000
JNJ 0.031 none neutral 0.209 0.000 0.000
CORZ 0.027 none neutral 0.178 0.000 0.000
COP 0.027 none neutral 0.267 0.000 0.000
CRCL 0.026 none neutral 0.104 0.000 0.000
CVX 0.025 none neutral 0.246 0.000 0.000
LIN 0.021 none neutral 0.213 0.000 0.000
STX 0.021 none neutral 0.085 0.000 0.000
WOLF 0.018 none neutral 0.121 0.000 0.000
TT 0.018 none neutral 0.120 0.000 0.000
SO 0.018 none neutral 0.177 0.000 0.000
ASML 0.017 none neutral 0.086 0.000 0.000
ACM 0.016 none neutral 0.158 0.000 0.000
WMT 0.016 none neutral 0.104 0.000 0.000
AMGN 0.015 none neutral 0.099 0.000 0.000
AAOI 0.014 none neutral 0.095 0.000 0.000
JPM 0.014 none neutral 0.090 0.000 0.000
MSFT 0.013 none neutral 0.053 0.000 0.000
STRL 0.013 none neutral 0.086 0.000 0.000
GLW 0.012 none neutral 0.082 0.000 0.000
TECK 0.012 none neutral 0.077 0.000 0.000
GOOGL 0.011 none neutral 0.046 0.000 0.000
MRVL 0.010 none neutral 0.034 0.000 0.000
NVT 0.009 none neutral 0.061 0.000 0.000
GEV 0.007 none neutral 0.045 0.000 0.000
NSC 0.006 none neutral 0.057 0.000 0.000
RTX 0.005 none neutral 0.054 0.000 0.000
ASX 0.005 none neutral 0.025 0.000 0.000
COHR 0.005 none neutral 0.033 0.000 0.000
VST 0.005 none neutral 0.047 0.000 0.000
CEG 0.003 none neutral 0.026 0.000 0.000
PWR 0.002 none neutral 0.020 0.000 0.000
GOOGL_FM 0.000 none neutral 0.000 0.000 0.000
META_FM 0.000 none neutral 0.000 0.000 0.000
MSFT_FM 0.000 none neutral 0.000 0.000 0.000
EME -0.002 none neutral -0.012 0.000 0.000
LMT -0.002 none neutral -0.023 0.000 0.000
TER -0.003 none neutral -0.013 0.000 0.000
SUMCO -0.003 none neutral -0.019 0.000 0.000
MTZ -0.003 none neutral -0.029 0.000 0.000
AMAT -0.003 none neutral -0.017 0.000 0.000
AME -0.005 none neutral -0.053 0.000 0.000
META -0.008 none neutral -0.033 0.000 0.000
MP -0.010 none neutral -0.066 0.000 0.000
WDC -0.010 none neutral -0.070 0.000 0.000
CMI -0.011 none neutral -0.110 0.000 0.000
VRT -0.011 none neutral -0.076 0.000 0.000
UNH -0.012 none neutral -0.080 0.000 0.000
CIFR -0.012 none neutral -0.081 0.000 0.000
AMD -0.013 none neutral -0.043 0.000 0.000
APH -0.015 none neutral -0.098 0.000 0.000
SMCI -0.016 none neutral -0.107 0.000 0.000
DUK -0.016 none neutral -0.162 0.000 0.000
NRG -0.016 none neutral -0.162 0.000 0.000
LITE -0.016 none neutral -0.109 0.000 0.000
NUE -0.018 none neutral -0.180 0.000 0.000
DE_H -0.018 none neutral -0.183 0.000 0.000
EMR -0.019 none neutral -0.194 0.000 0.000
PSTG -0.020 none neutral -0.135 0.000 0.000
KLAC -0.024 none neutral -0.118 0.000 0.000
LOW -0.024 none neutral -0.243 0.000 0.000
CFLT -0.024 none neutral -0.097 0.000 0.000
GD -0.025 none neutral -0.245 0.000 0.000
NEE -0.025 none neutral -0.250 0.000 0.000
COHU -0.025 none neutral -0.126 0.000 0.000
FCX -0.027 none neutral -0.269 0.000 0.000
CIEN -0.027 none neutral -0.180 0.000 0.000
MCHP -0.027 none neutral -0.091 0.000 0.000
ORCL -0.028 none neutral -0.111 0.000 0.000
TSM -0.029 none neutral -0.143 0.000 0.000
NVDA -0.030 none neutral -0.099 0.000 0.000
HD -0.031 none neutral -0.306 0.000 0.000
AMZN -0.031 none neutral -0.124 0.000 0.000
APD -0.033 none neutral -0.221 0.000 0.000
BTDR -0.036 none neutral -0.238 0.000 0.000
MOD -0.037 none neutral -0.246 0.000 0.000
ETN -0.037 none neutral -0.249 0.000 0.000
MU -0.038 none neutral -0.127 0.000 0.000
CAT -0.039 none neutral -0.258 0.000 0.000
LRCX -0.040 none neutral -0.200 0.000 0.000
AMKR -0.047 none neutral -0.234 0.000 0.000
ENTG -0.048 none neutral -0.319 0.000 0.000
POWL -0.049 none neutral -0.323 0.000 0.000
HUBB -0.049 none neutral -0.324 0.000 0.000
FIX -0.053 none neutral -0.533 0.000 0.000
APLD -0.056 none neutral -0.372 0.000 0.000
JCI -0.059 none neutral -0.394 0.000 0.000
MKSI -0.060 none neutral -0.403 0.000 0.000
IREN -0.061 none neutral -0.407 0.000 0.000
BBAI -0.062 none neutral -0.207 0.000 0.000
AEHR -0.064 none neutral -0.428 0.000 0.000
GFS -0.067 none neutral -0.268 0.000 0.000
CDNS -0.070 none neutral -0.349 0.000 0.000
CRDO -0.074 none neutral -0.495 0.000 0.000
TSLA -0.080 none neutral -0.321 0.000 0.000
SCCO -0.080 none neutral -0.536 0.000 0.000
DLR -0.085 none neutral -0.570 0.000 0.000
INTC -0.089 none neutral -0.297 0.000 0.000
EQIX -0.098 none neutral -0.652 0.000 0.000
EWY -0.108 none neutral -0.431 0.000 0.000
COREWEAVE -0.117 none neutral -0.468 0.000 0.000