AI Infrastructure · SOTA Ensemble · 2026-10-23

📈 UP: META (100%), SNPS (94%), VRT (89%), GOOGL (83%), SMCI (78%) +1 more 📉 DOWN: ANET (100%), ASML (94%), CDNS (89%), MU (83%), AVGO (78%) +1 more Top call — ANET: SOTA Ensemble — a purged-CV rank ensemble (gradient-boosting + ridge + momentum). ANET ranks #7 of 19 in AI Infrastructure (100% bearish percentile), so the agent calls it DOWN for the next session. Graded so far: 4/12 ✓ Track record: 1008 graded calls, precision 48%