Strengths
- Core index/dividend/growth ETFs are ~53.2% of the portfolio.
- Winners are doing real work: VOO, TSM, GOOG/GOOGL, RKLB, and big-tech exposure dominate gains.
- Cash is modest (~1.2%), so the portfolio is mostly invested but not fully pinned.
Generated 2026-09-07T01:00:20.832732-04:00 · TradingView screener · watchlist, not advice
Weekly Stock Watchlist — 2026-09-07
Regime: SPY 0.11% week · QQQ 0.35% · TLT -0.81%. Clean buys only appear when the setup clears a stricter bar.
235 candidates40 large-cap leadersPortfolio: foundRating: A-Rule: safest_shadow_candidateShadow: unproven
Portfolio rating
A- / 86 — A- / 86: strong core-plus-satellite portfolio; user-reported 1Y SPY outperformance supports keeping the active tilt, with concentration guardrails.
Risks
- Top 5 holdings are ~66.6%, so single-theme/mega-cap shocks matter.
- VOO/SPYM/VOOG/SCHD/VYM overlap; simplify if you want cleaner exposure accounting.
- There are 15 sub-0.5% positions; many are too small to matter unless kept for tracking.
RKLB
RKLB is ~5.8%: acceptable as a high-conviction satellite given your thesis; don't auto-trim unless it pushes above ~8–10% or the thesis breaks.
Sell / trim review
Not personalized financial advice; this is the portfolio hygiene list the bot should pressure-test first.
Sell / close candidates
TTD
sell/close · 0.02% · $19
tiny position with weak or broken setup; simplify unless you have a fresh thesis
PAYC
sell/close · 0.13% · $139
tiny position with weak or broken setup; simplify unless you have a fresh thesis
NSANY
sell/close · 0.07% · $77
tiny position with weak or broken setup; simplify unless you have a fresh thesis
DOCS
sell/close · 0.13% · $131
tiny position with weak or broken setup; simplify unless you have a fresh thesis
ETSY
sell/close · 0.15% · $154
tiny position with weak or broken setup; simplify unless you have a fresh thesis
GME
sell/close · 0.35% · $365
tiny position with weak or broken setup; simplify unless you have a fresh thesis
GMEWS
sell/close · 0.00% · $3
tiny position with weak or broken setup; simplify unless you have a fresh thesis
ARKK
sell or tax-loss review · 0.46% · $488
underperforming satellite; only keep if you would buy it fresh today
KARS
sell or tax-loss review · 0.33% · $345
underperforming satellite; only keep if you would buy it fresh today
TCEHY
sell or tax-loss review · 0.74% · $775
underperforming satellite; only keep if you would buy it fresh today
Trim / simplify candidates
VOO
trim/simplify · 39.82% · $41,775
near-40% core; do not dump, but route new money elsewhere if you want less S&P concentration
SPYM
trim/simplify · 7.77% · $8,153
overlaps VOO/VOOG/SCHD/VYM; simplify if redundant
CFAGX
trim/simplify · 2.21% · $2,318
active fund overlap with growth/tech exposure; compare fees and role
CPOAX
trim/simplify · 1.05% · $1,099
active fund overlap with growth/tech exposure; compare fees and role
Explicit holds
RKLB
hold · 5.75% · $6,028
high-conviction satellite; hold unless it exceeds ~8–10% or company thesis breaks
TSM
hold · 7.45% · $7,815
core AI/semi winner; trim only if it becomes oversized
GOOG
hold · 5.77% · $6,055
reasonable quality compounder exposure
GOOGL
hold · 2.06% · $2,159
same Alphabet exposure as GOOG; combine mentally when sizing
Evaluation status
diagnostic_shadow_only/unproven; historical matured sample: 13 independent dates / 33 actionable picks; ongoing shadow evaluation, not proven alpha
Clean buys
Strictest actionable bucket: liquid/theme-fit, not extended, confirmed momentum/volume.
SNDK
Sandisk Corporation
Why+20.2% week, 1.5x vol, small theme priorTriggerCleanest setup now; still require sane sizing and no gap chase.Risknormal
DOCU
DocuSign, Inc.
Why+6.9% week, 2.3x vol, small theme priorTriggerCleanest setup now; still require sane sizing and no gap chase.Risknormal
CBRS
Cerebras Systems Inc.
Why+14.3% week, 2.2x vol, small theme priorTriggerCleanest setup now; still require sane sizing and no gap chase.Risknormal
Starter candidates
Promising enough to track for small starter entries if the tape confirms.
CRCL
Circle Internet Group, Inc.
Why+10.2% week, small theme priorTriggerStarter-only unless it confirms with tight range + volume.Risknormal
HOOD
Robinhood Markets, Inc.
Why+12.4% weekTriggerStarter-only unless it confirms with tight range + volume.Risknormal
SMMT
Summit Therapeutics Inc.
Why+24.8% weekTriggerStarter-only unless it confirms with tight range + volume.Risknormal
BE
Bloom Energy Corporation
Why+17.2% week, 1.4x vol, small theme priorTriggerStarter-only unless it confirms with tight range + volume.Risknormal
Watch first
Worth monitoring, but not clean enough to call actionable now.
MSTR
Strategy Inc
Why+6.6% weekTriggerWatch for range build, then volume-backed break.Risknormal
SPCX
Space Exploration Technologies Corp
Why+5.8% weekTriggerWatch for range build, then volume-backed break.Risknormal
GLXY
Galaxy Digital Inc.
Why+6.8% weekTriggerWatch for range build, then volume-backed break.Risknormal
MU
Micron Technology, Inc.
Why+10.6% week, 1.5x vol, small theme priorTriggerWatch for range build, then volume-backed break.Risknormal
DELL
Dell Technologies Inc.
Why+12.1% week, small theme priorTriggerWatch for range build, then volume-backed break.Risknormal
RBLX
Roblox Corporation
Why+12.5% week, small theme priorTriggerWatch for range build, then volume-backed break.Risknormal
Wait for pullback
Good stories, worse entries right now.
CNH
CNH Industrial N.V.
Why+24.7% weekTriggerWait for a higher-low, base, or clean retest.Riskextended
Theme/top stocks checked
Major AI, power, semiconductor, software, and defense names checked so the list does not miss obvious leaders.
MU
+10.6% week, 1.5x vol, small theme prior
CEG
+6.2% week, small theme prior
ORCL
+3.4% week, 1.3x vol, small theme prior
META
+7.9% week
NVDA
+1.3% week, small theme prior
VRT
+4.3% week, small theme prior
AMD
+1.1% week, 1.3x vol, small theme prior
MSFT
-1.1% week, small theme prior
TSLA
-0.8% week, 1.6x vol
ARM
+0.4% week, small theme prior
AMZN
+0.1% week, small theme prior
PLTR
-5.7% week, small theme prior
Avoid / chase risk
These may keep moving, but the setup is too eventy, extended, or low-quality.
TARS
+27.5% week, 2.1x vol
ASST
+20.6% week
ITGR
+0.8% week, 2.3x vol
HZO
+0.0% week, 2.0x vol, small theme prior
NX
+15.5% week, 6.7x vol
Sources
Primary source: durable TradingView screener JSON from /opt/data/scripts/weekly_stock_pipeline.py. Reddit/public buzz is discovery-only, not a buy signal.