2026-06-17 18:32
InvestorDebate · Weekly Investment Committee
Sector-by-sector ranked picks & debate
A simulated 8-specialist investment committee — Fundamental, Quant/Factor, Technical, Macro, Credit, Sentiment, MomentumPulse, and a sector-specific analyst — debate every US-listed stock above $2B market cap and publish a ranked report. Each weekly run gets diffed against the prior so you can see who got upgraded, who fell out, and where conviction shifted.
2/11 sectors with reports 3 total reports Updated 2026-06-17T18:31
Sector cards
Latest committee call by sector
Click any sector to see the full debate, ranked picks, and the diff vs the prior run.

Information Technology

2 reports Latest 2026-05-03 189-stock universe
#1
NVDA
Q4 datacenter +57% YoY, Blackwell ramp on schedule, $35B FCF run-rate, Rubin pre…
STRONG BUY
#2
AVGO
Hock Tan disclosed 4th hyperscaler ASIC partner on Q1 call; custom-silicon TAM u…
STRONG BUY
#3
ORCL
OCI growth re-accelerated to 54% YoY (vs 51% prior), $145B RPO, AI inference wor…
BUY
#4
TSM
3nm sold out, N2 ramping 2H, but Trump's "no Taiwan defense commitment" comments…
BUY
#5
DELL
AI server revenue up 4x, $40B in storage/server backlog, finally getting credit …
BUY
8 changes vs 2026-04-26: +1 new , -1 dropped , 1 rating Δ , 2 rank Δ , 3 conviction Δ
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Health Care

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Financials

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Consumer Discretionary

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Communication Services

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Industrials

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Consumer Staples

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Energy

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Materials

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Real Estate

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Utilities

1 report Latest 2026-05-04 28-stock universe
#1
**D**
Q1 EPS $0.95 vs. est $0.86 (+10% beat) on 8.4% commercial sales growth from data…
STRONG BUY
#2
**SO**
Q1 adj EPS $1.32 vs. est $1.20 ($0.12 beat); commercial weather-normal sales +4.…
BUY
#3
**VST**
Down 25% YTD on Q4 miss ($0.54 actual vs. $2.31 est) caused by Martin Lake unit …
BUY
#4
**NEE**
Q1 adj EPS $1.09 (+10% YoY) beat $1.03; record renewables/storage origination qu…
BUY
#5
**DTE**
Q1 EPS $1.95 (+21% YoY) was a "narrative beat" — missed sell-side $2.01 by 3% bu…
BUY
First report on file — no prior to diff against.
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