Candidates

Which screened names may deserve a desk call next? Prototype: the pre-call origination queue contains lane-concentrated names that cleared a mechanical screen (basing-after-run, bottom-pop, wire-fired, VWAP-reclaim) but have NOT earned a desk call. A read list, not a call list.

22 candidates 9 lanes Aug 17, 2026

Catalyst

APLD electricity BD collapse 51.6 +20.9% -38.5% 5d —

CRS electricity AC pullback 46.6 -2.8% -13.4% 4d $CRS operating margin inflecting: +23.0% (FQ3) vs +20.5% prior-4Q median - margin expanded by +2.5 pts.

VSH electricity BD pullback 46.2 -5.9% -48.8% new —

BW electricity B collapse 46.3 +0.3% -55.0% 2d —

DELL electricity C uptrend 59.1 +21.3% -6.7% 25d $DELL operating margin inflecting: +8.3% (FQ1) vs +6.0% prior-4Q median - margin expanded by +2.4 pts.

HIVE electricity B pullback 53 +7.7% -60.8% new —

KEEL electricity B pullback 46 -4.6% -48.9% new —

WOLFE electricity B pullback 55.8 +17.0% -56.7% new —

COGT biotech A pullback 44.6 -3.1% -13.4% 2d —

LLY biotech A uptrend 50.7 +0.3% -5.3% 17d —

XBI biotech A uptrend 61.4 +3.4% -3.7% new —

CROX consumer A uptrend 47.8 -5.2% -8.0% 7d —

JNJ consumer A uptrend 57.7 +3.7% -4.6% 18d —

INFQ focus B downtrend 63.5 +47.5% -51.2% 2d —

LAES focus B downtrend 59.8 +14.2% -66.7% 4d —

DRAM memory-storage D too-young 57.4 +14.6% -25.8% new —

HY9H.F memory-storage B pullback 51.1 +4.9% -38.3% 4d —

CRWD software-rotation A uptrend 58.7 +5.3% -6.0% new —

ZS software-rotation D pullback 70.8 +23.0% -45.3% 4d —

MS finance A uptrend 54.7 +1.8% -5.5% 25d —

SOI.PA optical B pullback 62.6 +52.9% -33.4% 2d —

AMD semis-cpu A pullback 51.9 +2.1% -13.5% new —