AI Infrastructure · SOTA Ensemble · 2026-10-20

📈 UP: PLTR (100%), SNPS (94%), MRVL (89%), ORCL (83%), MSFT (78%) +1 more 📉 DOWN: GOOGL (100%), AMZN (94%), ARM (89%), ASML (83%), AVGO (78%) +1 more Top call — GOOGL: SOTA Ensemble — a purged-CV rank ensemble (gradient-boosting + ridge + momentum). GOOGL ranks #7 of 19 in AI Infrastructure (100% bearish percentile), so the agent calls it DOWN for the next session. Graded so far: 9/12 ✓ Track record: 972 graded calls, precision 48%