The Trend Catcher | Last Week's Pick ILMN Up 10.69%; This Week: Gold & Coking Coal Top, 14 Momentum Picks Led by CDNA, PTGX, ILMN And INSW
Illumina, Inc. ILMN | 0.00 | |
Halozyme Therapeutics, Inc. HALO | 0.00 | |
Airbnb, Inc. ABNB | 0.00 | |
Protagonist Therapeutics, Inc. PTGX | 0.00 | |
Ligand Pharmaceuticals Incorporated LGND | 0.00 |
Finding the strongest stocks inside the strongest sectors—so you can ride the market’s clearest trends.
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1. Last Week's Picks — 5-Day Performance
Performance of last week's momentum picks over the past 5 sessions (5-day price change, ret1w):
| Name | 5-Day Price Change (%) |
|---|---|
| Illumina, Inc.(ILMN.US) | +10.69% |
| Halozyme Therapeutics, Inc.(HALO.US) | +5.41% |
2. Leading Industries by RPS (1-Week) — Top 10
Granular GICS-style sub-industries, ranked by RPS 1W (market-cap-weighted 1-week return percentile across all industries — identical to the screener's "strongest sectors" panel). Both 1-week and 1-month weighted returns shown; "Leader" = top composite name in the group:
| Rank | Industry | Stocks | RPS 1W | 1W Wtd Ret | 1M Wtd Ret | Mkt Cap ($B) | Leader |
|---|---|---|---|---|---|---|---|
| 1 | Gold | 38 | 98.6 | +13.88% | +36.22% | 452.7 | Mako Mining Corp.(MAKO.US) |
| 2 | Coking Coal | 5 | 97.9 | +12.54% | +27.18% | 9.4 | Warrior Met Coal, Inc.(HCC.US) |
| 3 | Other Precious Metals & Mining | 13 | 97.3 | +11.35% | +28.91% | 31.8 | Metalla Royalty & Streaming Ltd.(MTA.US) |
| 4 | Biotechnology | 468 | 95.9 | +8.40% | +14.97% | 1,014.9 | Q32 Bio Inc(QTTB.US) |
| 5 | Oil & Gas E&P | 59 | 95.2 | +7.40% | +10.48% | 744.1 | APA Corporation(APA.US) |
| 6 | Oil & Gas Drilling | 7 | 94.5 | +6.85% | +16.27% | 25.4 | Helmerich & Payne, Inc.(HP.US) |
| 7 | Chemicals | 13 | 93.8 | +6.52% | +3.13% | 41.4 | Green Plains Inc.(GPRE.US) |
| 8 | Copper | 5 | 93.2 | +6.08% | +14.91% | 274.1 | Ero Copper(ERO.US) |
| 9 | Agricultural Inputs | 9 | 92.5 | +5.34% | -1.97% | 137.7 | CF Industries Holdings, Inc.(CF.US) |
| 10 | Oil & Gas Integrated | 14 | 91.1 | +4.53% | +8.82% | 1,529.0 | Cenovus Energy Inc.(CVE.US) |
3. This Week's Momentum Picks
Screen: stock's Industry must rank Top 40 by RPS 1W · Composite ≥ 80 · Gross margin ≥ 30% · Net margin ≥ 10% · Market cap ≥ $2B · Close > MA50 > MA200 · Price vs 52W High ≥ -15%.
| Ticker | New | Com_RPS | Industry_Ranking | Industry | Mkt Cap ($M) | 52w_high | Gross % | Net % |
|---|---|---|---|---|---|---|---|---|
| CareDx, Inc.(CDNA.US) | — | 99 | 8 | Diagnostics & Research | 2,431 | -5.57% | 70.1% | 24.2% |
| Protagonist Therapeutics, Inc.(PTGX.US) | — | 94 | 11 | Biotechnology | 9,751 | -6.29% | 99.5% | 29.4% |
| Illumina, Inc.(ILMN.US) | — | 93 | 8 | Diagnostics & Research | 32,199 | -3.21% | 66.8% | 18.4% |
| International Seaways, Inc.(INSW.US) | ★ New | 90 | 98 | Oil & Gas Midstream | 4,919 | -1.10% | 59.5% | 61.9% |
| Hinge Health, Inc. Class A(HNGE.US) | ★ New | 89 | 6 | Health Information Services | 4,680 | -8.06% | 84.5% | 14.8% |
| Centerra Gold Inc.(CGAU.US) | ★ New | 89 | 3 | Gold | 4,595 | -0.23% | 32.7% | 37.8% |
| Okeanis Eco Tankers Corp.(ECO.US) | ★ New | 87 | 53 | Marine Shipping | 2,503 | -2.68% | 65.9% | 56.9% |
| Ero Copper(ERO.US) | ★ New | 86 | 12 | Copper | 3,757 | -9.50% | 42.5% | 29.8% |
| Halozyme Therapeutics, Inc.(HALO.US) | — | 86 | 11 | Biotechnology | 12,587 | -1.70% | 76.4% | 24.9% |
| APA Corporation(APA.US) | ★ New | 85 | 22 | Oil & Gas E&P | 15,552 | -1.47% | 48.0% | 19.0% |
| SSR Mining Inc(SSRM.US) | ★ New | 84 | 3 | Gold | 7,510 | -0.39% | 48.9% | 32.9% |
| Permian Resources(PR.US) | ★ New | 82 | 22 | Oil & Gas E&P | 19,992 | -0.91% | 39.2% | 21.5% |
| Eli Lilly and Company(LLY.US) | ★ New | 81 | 41 | Drug Manufacturers - General | 1,109,683 | -3.73% | 83.4% | 33.5% |
| Incyte Corporation(INCY.US) | ★ New | 80 | 11 | Biotechnology | 25,787 | -4.06% | 91.4% | 27.7% |
4. Industry Deep-Dive
Gold
Core thesis: Gold was the week’s strongest industry group, with an RPS percentile of 98.6. Its 38 constituents generated a market-cap-weighted return of 13.88% over one week and 36.22% over one month, indicating sustained momentum rather than a single-session move.
- Market structure / flows: Strong one-week performance on top of a larger monthly advance suggests broad institutional participation, with market-cap weighting indicating that larger producers also contributed materially.
- Stocks to watch: Mako Mining Corp.(MAKO.US) is the top composite mover and industry leader. Larger peers Newmont (Newmont Corporation(NEM.US) ) and Barrick Mining (Barrick Mining(B.US) ) are worth tracking as gauges of whether momentum remains broad across the gold-producer complex.
5. Screening Philosophy & Parameters
This column combines quantitative relative strength with industry leadership. The filter first screens for industries ranked Top 40 by 1-week RPS (market-cap-weighted return percentile), then selects the strongest fundamental names within them using:
- Industry in RPS-1W Top 40 (granular GICS industry momentum gate)
- Composite ≥ 80 (blended momentum + fundamentals score)
- Gross margin ≥ 30% and Net margin ≥ 10% (profitability quality)
- Market cap ≥ $2B (liquidity / size floor)
- Close > MA50 > MA200 (price above both moving averages, with MA50 above MA200 — uptrend structure)
- Price vs 52W High ≥ -15% (trend proximity filter)
- Stocks are refreshed weekly from Thursday's close.