| Alphabet / GOOGL | Aktiv | 20% stock sleeve target | Åbn |
| TSMC / TSM | Aktiv | 20% stock sleeve target | Åbn |
| Micron / MU | Priority watch | 99/125 after Q3 FY2026; full re-score needed before buy status | Åbn |
| Broadcom / AVGO | Priority watch | 98/125 after Q2 FY2026; valuation and customer concentration block buy status | Åbn |
| Vertiv / VRT | Watch | Data-center power/cooling screen; no new capital at 94/125 | Åbn |
| UiPath / PATH | Watch | Agentic automation watch; 88/125 and not buyable now | Åbn |
| Microsoft / MSFT | Watch | Kræver 100+ score og bedre case end nuværende sleeve | Åbn |
| Meta / META | Watch | Ads/AI platform candidate | Åbn |
| Novo Nordisk / NVO | Watch | Healthcare/obesity drugs theme | Åbn |
| Visa / V | Watch | Payments compounder | Åbn |
| PLTR, ZETA, NOW, CRM, SNOW, TSLA, ZS | Idea only | Tom Nash TV 2026-05-29 list; primary-source verification required | Åbn |
| NVDA, ASML, CDNS, AMZN | Valuation-sensitive | Quality watchlist, needs stress tests | Åbn |