High-Beta Quality Strategy methodology

High-Beta Quality — Preliminary Picks

FMP-screened candidates with beta > 1.3, market cap > $2B, price > $5, and daily volume > 500k. This is the top of funnel — fundamental quality (FCF, gross margin, leverage) is verified per-company in the analysis pipeline, not in this screen.

5 picked for full analysis
Hover a ticker for the rationale. The strategy caps active positions at 2–3 — these 5 are candidates for the human review pass.
Filters applied
Beta > 1.3 · Market Cap > $2B · Price > $5 · Volume > 500k · No ETFs · Actively trading · Top 50 by beta
Showing 50 companies, sorted by beta (highest first). Click a row for the full analysis.
Pick Ticker Company Sector Beta Market Cap Price Volume
SNDK Sandisk Corporation Technology 4.82 $230.7B $1,557.99 8,785,899
BE Bloom Energy Corporation Industrials 3.83 $70.8B $294.40 6,069,265
CVNA Carvana Co. Consumer Cyclical 3.55 $84.2B $77.68 3,134,727
ARM Arm Holdings plc American Depositary Shares Technology 3.41 $227.7B $213.97 5,570,774
SHOP Shopify Inc. Technology 2.64 $135.7B $104.54 6,291,465
Picked AMD Advanced Micro Devices, Inc. Technology 2.40 $756.0B $463.62 24,884,679
APP AppLovin Corporation Technology 2.37 $153.6B $457.35 2,123,081
RKLB Rocket Lab USA, Inc. Industrials 2.31 $68.7B $118.71 26,835,910
Picked HOOD Robinhood Markets, Inc. Financial Services 2.29 $71.1B $78.99 11,029,437
Picked MRVL Marvell Technology, Inc. Technology 2.25 $151.6B $173.37 11,578,501
Picked NVDA NVIDIA Corporation Technology 2.24 $5.4T $221.24 81,951,592
INTC Intel Corporation Technology 2.19 $635.4B $126.43 98,922,773
WDC Western Digital Corporation Technology 2.16 $177.6B $515.18 4,483,527
VRT Vertiv Holdings Co Industrials 2.10 $140.7B $366.35 3,191,498
STX Seagate Technology Holdings plc Technology 2.01 $184.3B $822.05 3,072,070
MU Micron Technology, Inc. Technology 1.92 $885.0B $784.78 37,548,116
DASH DoorDash, Inc. Communication Services 1.87 $69.4B $159.18 1,537,514
KKR KKR & Co. Inc. Financial Services 1.85 $89.6B $100.49 1,715,669
BN Brookfield Corporation Financial Services 1.85 $104.5B $46.72 2,383,682
LRCX Lam Research Corporation Technology 1.82 $372.8B $298.10 2,607,667
TSLA Tesla, Inc. Consumer Cyclical 1.79 $1.7T $441.12 34,601,826
RCL Royal Caribbean Cruises Ltd. Consumer Cyclical 1.78 $70.7B $263.69 830,883
NXPI NXP Semiconductors N.V. Technology 1.78 $74.4B $294.78 965,393
ANET Arista Networks, Inc. Technology 1.67 $173.3B $137.63 5,715,324
NET Cloudflare, Inc. Technology 1.67 $69.5B $196.68 2,790,375
AMAT Applied Materials, Inc. Technology 1.65 $353.1B $444.90 2,644,194
BX Blackstone Inc. Financial Services 1.63 $147.4B $122.68 1,055,552
CAT Caterpillar Inc. Industrials 1.63 $421.0B $914.02 992,139
WBD Warner Bros. Discovery, Inc. Communication Services 1.57 $68.2B $27.19 4,301,427
SPOT Spotify Technology S.A. Communication Services 1.55 $87.8B $426.58 656,239
NFLX Netflix, Inc. Communication Services 1.55 $364.4B $86.53 11,660,935
ORCL Oracle Corporation Technology 1.54 $552.7B $192.17 7,758,570
LITE Lumentum Holdings Inc. Technology 1.53 $82.6B $1,061.38 6,140,990
Picked PLTR Palantir Technologies Inc. Technology 1.52 $309.7B $134.90 19,852,006
APO Apollo Global Management, Inc. Financial Services 1.52 $76.3B $132.31 644,334
ISRG Intuitive Surgical, Inc. Healthcare 1.51 $149.7B $422.72 1,348,311
QCOM QUALCOMM Incorporated Technology 1.49 $255.2B $242.11 23,330,880
AMZN Amazon.com, Inc. Consumer Cyclical 1.47 $2.9T $272.48 13,924,518
AVGO Broadcom Inc. Technology 1.44 $2.0T $430.76 6,420,322
ADBE Adobe Inc. Technology 1.42 $99.8B $247.01 1,230,593
DIS The Walt Disney Company Communication Services 1.42 $182.5B $105.07 3,452,067
MELI MercadoLibre, Inc. Consumer Cyclical 1.41 $80.0B $1,578.02 800,084
ASX ASE Technology Holding Co., Ltd. Technology 1.40 $75.9B $34.73 3,331,661
JCI Johnson Controls International plc Industrials 1.39 $86.6B $141.94 982,543
ASML ASML Holding N.V. Technology 1.37 $593.4B $1,539.57 1,143,036
SPG Simon Property Group, Inc. Real Estate 1.36 $65.4B $201.33 517,166
GE GE Aerospace Industrials 1.35 $315.4B $301.83 1,659,856
IBKR Interactive Brokers Group, Inc. Financial Services 1.32 $146.4B $85.14 924,261
FCX Freeport-McMoRan Inc. Basic Materials 1.32 $92.7B $64.53 5,858,675
GEV GE Vernova Inc. Utilities 1.31 $289.5B $1,077.44 1,030,950
⚠ Preliminary list. These names pass beta and liquidity screens — they do not yet pass the fundamental quality bar (positive FCF, revenue growth > 15%, gross margin > 40%, net debt / EBITDA < 3). Open a company to run the full analysis pipeline before sizing in.
Different angle Low-Cap Names Getting Attention

What's moving in the small/mid-cap space

Top-20 gainers from the latest daily-movers snapshot, filtered to market cap $50M – $2B and stripped of leveraged ETFs. This is not part of the high-beta strategy above — it's a separate "what just popped today" lens for opportunistic discovery.

Snapshot: 2026-05-08 · 18 names, sorted by % change. Click a row for the full analysis.
Ticker Company Sector Change Price Market Cap Beta
RXT Rackspace Technology, Inc. Technology +56.0% $5.33 $1.3B 2.24
WEST Westrock Coffee Company, LLC Consumer Defensive +39.8% $8.25 $804.9M 0.78
AMN AMN Healthcare Services, Inc. Healthcare +29.0% $28.97 $1.1B 0.30
WALD Waldencast plc Technology +28.6% $1.80 $212.8M -0.10
SIF SIFCO Industries, Inc. Industrials +27.7% $19.86 $123.4M 0.63
PHOE Phoenix Asia Holdings Limited Ordinary Shares Industrials +26.2% $24.06 $519.7M 2.37
ANPA Rich Sparkle Holdings Limited Ordinary Shares Industrials +25.5% $6.85 $85.6M 0.39
MRAM Everspin Technologies, Inc. Technology +25.5% $26.99 $632.9M 0.94
ZTEK Zentek Ltd. Healthcare +25.1% $0.79 $84.5M 0.31
PGNY Progyny, Inc. Healthcare +23.8% $22.89 $1.8B 0.91
MRVI Maravai LifeSciences Holdings, Inc. Healthcare +23.1% $4.77 $1.3B 0.62
MRDN Meridian Holdings Inc. Technology +22.4% $13.00 $164.3M 1.41
BKSY BlackSky Technology Inc. Technology +22.4% $39.45 $1.5B 2.44
CELG-RI Bristol-Myers Squibb Company Ce Healthcare +22.3% $0.12 $242.0M -0.71
REPL Replimune Group, Inc. Healthcare +21.9% $3.89 $321.2M 0.12
TEAD Teads Holding Co. Technology +21.6% $1.00 $97.0M 1.51
DXYZ Destiny Tech100 Inc. Financial Services +21.4% $62.95 $684.9M 4.74
PYXS Pyxis Oncology, Inc. Healthcare +21.2% $2.74 $172.2M 1.43
Heads up: One-day movers are often news/earnings driven and frequently reverse. Persistent attention (5–7 days on these lists) is the better signal — the platform has only one snapshot date so far. The daily snapshot tool is at stocks/tools/movers-snapshot.php; running it daily for a week will surface stickier names.