Overview
Members who receive the monthly, model-driven stock selections for less than $9 a month are returning to U.S. markets with meaningful gains across several named picks. In June the selection list delivered timely winners across semiconductor infrastructure, healthcare and energy, producing more than a dozen stocks that gained over 20% in the month. Notable breakouts included Onto Innovation up +48.00%, Allegro MicroSystems up +47.72%, and Marvell Technology which rose +35.76% during the month.
Those June winners add to a string of earlier selections that have continued to extend their gains. On the morning U.S. trade restarted, one high-conviction energy pick that had already climbed nearly 40% since being flagged by the models was trading sharply higher in pre-market activity - registering a roughly +12.66% uptick in pre-market at the time of writing after an upgrade from TD Cowen.
Current standout performers
Members who acted on the AI-driven picks are sitting on a number of very large winners since each stock was first selected:
- Consensus Cloud Solutions (NASDAQGS:CCSI): +77.62% after picked by our AI
- Molina Healthcare (NYSE:MOH): +69.25% after picked by our AI
- Delek US Energy (NYSE:DK): +39.74% after picked by our AI
- Texas Instruments (NASDAQGS:TXN): +38.88% after picked by our AI
- Nucor (NYSE:NUE): +38.65% after picked by our AI
- Haemonetics (NYSE:HAE): +37.64% after picked by our AI
These results are representative of many other selections on the list.
Which energy stock jumped this morning?
The company moving sharply higher in pre-market trade is Delek US Energy (NYSE:DK). TD Cowen analyst Jason Gabelman upgraded Delek, highlighting the company's exposure to small refinery exemptions as a significantly undervalued asset. Gabelman suggested those exemptions could be worth as much as $18 per share. The article notes that, between 2022 and 2024, government exemptions spared the company from the requirement to buy roughly 200 million environmental credits annually. Because the most recent federal biofuel mandates suggest these exemptions will continue, the piece states this structural cost advantage may persist.
Importantly, the upgrade came after the stock had already been identified by the platform's models; the selection predated the analyst action and the market's renewed attention.
What the machine-learning engine had flagged in Delek before the upgrade
The platform's ProPicks AI flagged several strength indicators in Delek that the subsequent upgrade reinforced. The machine-learning output highlighted the following data points:
- Exceptional momentum - The stock had risen roughly ~146% over the past year, including about a ~29% gain in the month before selection, with the models noting momentum driven by operational improvement rather than pure sentiment.
- Earnings turnaround - Reported Q4 2025 adjusted EPS of $2.31 versus an analyst forecast of -$0.07, a 3,400% beat. Adjusted EBITDA swung from a loss of -$15 million to nearly $375 million year-over-year.
- Cost discipline - Management's Enterprise Optimization Plan targets at least $200 million in annual savings, and the company's logistics unit is guiding for $520–$560 million in 2026 earnings.
- Valuation upside - Analyst price targets averaged approximately ~$40 with some reaching $53, leaving the data-driven team to note there remained meaningful upside even after the stock's advance.
The TD Cowen upgrade is framed in the piece as a validation of several tailwinds the model had already identified.
Other validated picks: Molina Healthcare
Delek is not the only AI selection that has been subsequently validated by material news. Molina Healthcare (NYSE:MOH) is up +69.25% since it was first chosen by the models. The gain followed Molina securing a substantial new Medicaid contract that covers over 3 million Medicaid beneficiaries. That contract is scheduled to begin on January 1, 2027, runs for four-and-a-half years, and contains an option to extend for a further five-and-a-half years - creating a long-duration and more predictable revenue stream.
When Molina was first selected, the machine-learning analysis highlighted several features:
- Discounted entry - The stock was trading at roughly 37% of its 52-week high while analyst targets in the $150–$195 range implied significant upside from the roughly $133 entry level noted at the time of selection.
- Revenue expansion - Total revenue had increased by about ~11% to over $43 billion, with more than $9 billion in potential new Medicaid contract revenue already identified by the models.
- Earnings power - Management characterized 2025 cost pressures as temporary, with embedded earnings power estimated to exceed $11 per share once conditions normalize.
- Balance-sheet strength - The company held more cash than debt and received a "GREAT" financial health rating in the model's assessment, which the analysis stated supported the credibility of the turnaround thesis.
Track record since launch
The article reports that since the model's official launch in November 2023, the disciplined, monthly selection process has compounded into a reported +214.28% return, outpacing the S&P 500 by +137.65%. Those numbers are presented as real-world results recorded since the launch of the AI models.
How the stock-picker operates
The piece outlines the monthly process for the proprietary AI system. At the start of each month the engine evaluates thousands of global equities using a mix of historical financials, valuation signals, and forward-looking growth indicators. By examining over 15 years of financial data across more than 150 quantitative models, the system identifies up to 20 high-conviction stocks per strategy based on projected medium-term upside.
Each month the strategies are rebalanced: new opportunities are added, strong performers are retained, and names that no longer meet the criteria are removed. To maintain a consistent performance benchmark, the strategies use equal weighting across all selected stocks, although investors are free to adjust allocations themselves. The stated objective is to keep capital allocated to companies showing the strongest blend of momentum, valuation and business performance.
Membership access
The article reiterates that members can access the full July selection set and provides subscription paths for both app and web users to receive the monthly picks and supporting rationale behind each selection.
Conclusion
The morning's pre-market surge in Delek underlines how an analyst upgrade can amplify moves in a name that has already been highlighted by machine-learning models. The broader set of recent winners across semiconductors, healthcare and energy demonstrates the range of outcomes the AI-driven process has produced for members who acted on the monthly lists. The piece frames these outcomes as model-driven signals that market participants may want to compare with their own investment frameworks.