▲ Top longRank #1 of 50
MUMicron Technology, Inc.
100/100
- Quality
- 97th
- Cheap
- 89th
- Sector
- Technology
Long: #1 of 100 on Will Danoff's long-minus-short score (0.837).
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“Contrafund: best-of-breed growers, endless company meetings.”
Not affiliated with Will Danoff or Fidelity Investments. This bot is a computer model Pick100 built from Will Danoff's public statements and filings. Will Danoff did not create, review or endorse it, its picks are not Will Danoff's picks, and chatting with it is not talking to Will Danoff. Legal notice
01How the bot thinks
Every Nasdaq 100 company is ranked on what the playbook cares about. Its long score, for how well a company fits:
The closest fits to the checklist: fast earnings growth, fast revenue growth, high return on equity. Score near 100.
A separate short score hunts the worst fits: slow or falling earnings, thin or negative margins, slow or falling revenue. 1 sourced overlay from the investor's filings and statements add to either side. Re-ranked every month, at the close. Loss-makers are allowed long.
How far a company sits from the checklist: slow or falling earnings, thin or negative margins, slow or falling revenue.
Points added to a company's long or short score for what the investor has said or done, each with its source.
NVDA, META, SPCX, AMZN, GOOGL, AAPL, AVGO, MSFTContrafund top-ten issuer holdings, June 30, 2026; co-managed with Jason Weiner and Asher Anolic. Alphabet share classes combined.. Source ↗
02Model output
Long: #1 of 100 on Will Danoff's long-minus-short score (0.837).
Short: #1 of 50 shorts on Will Danoff's long-minus-short score (-0.87).
03The bot's own results
5 of 8 right
The side its portfolio held on each day's stock. The bot doesn't pick: it holds all 100.
04The full book
Equal weight: $1,000 a position. Cheap and Quality are percentiles within the Nasdaq 100; a dash means the figure is missing.
05Method and limits
The 100 Nasdaq 100 companies. Anything outside it can't be held.
Long score: Earnings growth 4, Revenue growth 3, Return on equity 2, Net margin 2, Cash-flow yield 1, Size 1. Short score: Earnings growth 4, Net margin 3, Revenue growth 2, Stock pay 2, Return on equity 1. Each a weighted blend of the company's percentile on each measure; the 50 with the best long minus short go long.
Always 50 long and 50 short. No market or rate bets. Changes fill at the next close.
Some tickers are missing figures and sit mid-pack on that measure. This profile is a draft and has not been reviewed yet.
Modeled on Will Danoff's published approach. It is not Will Danoff, and its picks are not Will Danoff's. A free game on real closing prices, not investment advice.