Hot Picks

AI-vetted picks: crashed companies whose fundamentals still hold up.

Earlier picks 3

Everything the screener has flagged before, most recent first.

SKHY

👀 WATCH detected 2026-07-27 Fundamentals100/100

~Watch: Wait for tomorrow's earnings — the drop is sector-wide AI-valuation jitters and HBM pricing worries, not a broken business, but the near-term outlook is genuinely uncertain.

Fell -20.3% in 9 trading day(s) — now $154.57

I bought this

Full analysis & scorecard›

What's going on

The stock exploded higher around its July Nasdaq debut, then gave back gains as brokerage notes (Korea Investment & Securities, Goldman Sachs) warned HBM memory chip pricing may be softer than expected and Samsung's HBM4 ramp threatens SK hynix's lead, on top of a broader AI-stock and Korean chip-sector selloff.

The case for it

SK hynix is the dominant supplier of high-bandwidth memory (HBM) chips used in AI servers, with explosive profit growth, huge margins, low debt, and a forward P/E under 4 — genuinely rare for a company this profitable. The crash looks driven by macro/sector fear and analyst downgrades about future pricing, not any fraud, lawsuit, or lost customer, so if HBM demand holds up this could be a real bargain.

What could go wrong

Multiple sell-side analysts have specifically flagged that the backward-looking numbers (huge margins, 396% earnings growth) may not repeat: HBM pricing could soften, Samsung is closing the technology gap in HBM4, and the company itself (via its own chairman) called current chip prices "abnormally high" and unsustainable — plus earnings land the very next day, so the market may already be front-running a guidance disappointment.

Fwd P/E 3.8Op margin 71.5%Rev growth 198.1%Debt/equity 13.3%Analyst upside 82.2%

How this scored 100/100

✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.

✅ Makes money Net profit margin 56.9%

✅ Generates cash Free cash flow $25809.1B

✅ Not drowning in debt Debt/equity 13.3% (limit 200%)

✅ Can pay its bills Current ratio 2.6 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 25/25

Operating margin 71.5% 9/9

Net profit margin 56.9% 8/8

Return on equity 61.2% 8/8

Growth Is it getting bigger, or dying? 25/25

Revenue growth 198.1% 9/9

Earnings growth 396.6% 8/8

Expected profit change 465.3% 8/8

Value Is it cheap right now? 25/25

Forward P/E 3.8 10/10

PEG ratio 0.5 8/8

Analyst target upside 82.2% 7/7

Balance sheet Will it survive? 25/25

Debt / equity 13.3% 10/10

Current ratio 2.6 8/8

Free cash flow $25809.1B 7/7

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SNDK

👀 WATCH detected 2026-07-27 Fundamentals88/100

~Watch: Fundamentals are genuinely strong, but this is a commodity-chip boom stock unwinding a huge speculative rally, not a clear bargain yet.

Fell -25.0% in 11 trading day(s) — now $1436.56

I bought this

Full analysis & scorecard›

What's going on

There's no company-specific bad news (no fraud, no lost customer, no guidance cut) — instead SNDK faced heavy selling as traders moved out of crowded hardware names, and the pullback was not isolated to Sandisk, with broader memory and hardware stocks also weakening. The stock had rocketed up hundreds of percent this year on an AI-driven NAND memory shortage story, and is now giving some of that back as the market reprices how much risk it is willing to carry in a very cyclical corner of semiconductors, as weaker NAND pricing and signs of excess supply challenge the tight-supply narrative.

The case for it

The bull case is that Sandisk's profits (70% operating margin, huge revenue growth) are real and partly locked in — the company reported approximately $41.6 billion in remaining performance obligations, primarily tied to multi-year customer agreements — and analysts haven't cut estimates. If NAND memory prices stay elevated for AI data centers, today's price could look cheap even at a 49x trailing P/E given the 6.75x forward P/E implies earnings are expected to roughly triple.

What could go wrong

This is a commodity semiconductor company whose explosive "growth" came almost entirely from price hikes, not volume — actual memory volume sold was flat year-over-year and fell in the high teens from the prior quarter, meaning explosive revenue growth came entirely from charging higher prices for the same amount of product. NAND pricing cycles are notoriously prone to sudden reversal once new supply arrives, and only one-third of anticipated fiscal 2027 revenue is guaranteed under contract, with about 60% of NAND output subject to spot market pricing if supply conditions improve, plus insiders have been selling. Buying now means betting a historic commodity price spike (up ~750%+ in months) continues, right before an August 5 earnings report that could go either way.

Fwd P/E 6.7Op margin 70.0%Rev growth 251.0%Debt/equity 1.5%Analyst upside 54.4%

How this scored 88/100

✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.

✅ Makes money Net profit margin 34.2%

✅ Generates cash Free cash flow $2.3B

✅ Not drowning in debt Debt/equity 1.5% (limit 200%)

✅ Can pay its bills Current ratio 4.8 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 25/25

Operating margin 70.0% 9/9

Net profit margin 34.2% 8/8

Return on equity 39.3% 8/8

Growth Is it getting bigger, or dying? 19/25

Revenue growth 251.0% 9/9

Earnings growth unknown 2/8

Expected profit change 626.5% 8/8

Value Is it cheap right now? 19/25

Forward P/E 6.7 10/10

PEG ratio unknown 2/8

Analyst target upside 54.4% 6/7

Balance sheet Will it survive? 25/25

Debt / equity 1.5% 10/10

Current ratio 4.8 8/8

Free cash flow $2.3B 7/7

source · source · source · source · source

ADEA

👀 WATCH detected 2026-07-17 Fundamentals87/100

~Watch: Wait — real business is strong, but a CEO exit and a shaky pay-TV customer (Comcast) create genuine near-term uncertainty worth watching through August earnings.

Fell -23.5% in 11 trading day(s) — now $24.53

I bought this

Full analysis & scorecard›

What's going on

The drop follows several overlapping worries rather than one clean catastrophe: CEO Paul Davis announced in May he'll step down by Q4 2026 leaving a leadership vacuum, Adeia sued FuboTV (whose controlling shareholder Comcast is separating into two companies amid falling cable subscribers), and at least one analyst source flagged Adeia is facing near-term revenue setbacks, evident from the failure to renew a long-standing customer and a cautious approach to guidance.

The case for it

Adeia is a royalty-like IP licensing business with very high margins (39% operating margin, 26.5% net margin) and strong free cash flow ($172M), and it just kept signing new deals (AMD, Microsoft, Google renewal, RPX) even as the stock fell, suggesting the licensing engine itself isn't broken. If the pullback is mostly giving back an overheated run to an all-time high of $33 rather than a fundamental break, today's price could be a reasonable entry for a patient holder.

What could go wrong

Adeia's revenue is concentrated in a small number of big media/pay-TV customers, and its most important customer relationship (Comcast, tied to the Fubo lawsuit) is in its own decline — cord-cutting and cable subscriber losses reduce Comcast's incentive and ability to pay up on renewal; a CEO transition mid-negotiation adds execution risk right as guidance has reportedly turned cautious, and none of this will be resolved until the August 3 earnings report.

Fwd P/E 15.8Op margin 38.9%Rev growth 19.5%Debt/equity 85.8%Analyst upside 50.8%

How this scored 87/100

✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.

✅ Makes money Net profit margin 26.5%

✅ Generates cash Free cash flow $172M

✅ Not drowning in debt Debt/equity 85.8% (limit 200%)

✅ Can pay its bills Current ratio 3.4 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 25/25

Operating margin 38.9% 9/9

Net profit margin 26.5% 8/8

Return on equity 28.5% 8/8

Growth Is it getting bigger, or dying? 23/25

Revenue growth 19.5% 7/9

Earnings growth 100.0% 8/8

Expected profit change 42.0% 8/8

Value Is it cheap right now? 18/25

Forward P/E 15.8 8/10

PEG ratio 1.5 5/8

Analyst target upside 50.8% 6/7

Balance sheet Will it survive? 21/25

Debt / equity 85.8% 6/10

Current ratio 3.4 8/8

Free cash flow $172M 7/7

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