AI Infrastructure · SOTA Ensemble · 2026-08-21

📈 UP: PLTR (100%), SMCI (94%), DELL (89%), VRT (83%), MSFT (78%) +1 more 📉 DOWN: CDNS (100%), SNPS (94%), AVGO (89%), ASML (83%), ARM (78%) +1 more Top call — CDNS: SOTA Ensemble — a purged-CV rank ensemble (gradient-boosting + ridge + momentum). CDNS ranks #7 of 19 in AI Infrastructure (100% bearish percentile), so the agent calls it DOWN for the next session. Graded so far: 8/12 ✓ Track record: 480 graded calls, precision 49%