Backblaze (BLZE) is up 116.3% since Orbit first flagged it, and 39% of the tracker’s names are trading above the price Orbit stamped on them at entry. That is the shape of this week’s Orbit board — a fat right tail led by a cloud-storage name, with a wide field behind it doing what screened setups do: some working, some waiting, some drifting.

What Orbit is

Orbit is Luna3.ai’s AI-augmented research engine. It stitches together twelve algorithmic signals, a gradient-boosted machine-learning model that ranks the field, and an agentic LLM analyst that reads the filings behind each top pick and writes a fresh daily thesis — with a conviction score and a read on how close each name sits to its next catalyst. When a name clears the screen, its entry price and date are frozen on the board so every return you see is measured from that exact moment.

The scorecard

Across the actively-tracked board, returns since screened span +116.3% at the top to -32.7% at the bottom.

The aggregate read: 39% of tracked names are above their screened entry, with a median return of -5.5% and an average of +2.8%. Sum every actively tracked name’s since-screened move and the board totals +152.8% — an aggregate reading of the tracker’s spread, not a portfolio or holding return. The average sitting well above the median tells you the winners are pulling harder than the laggards are dragging. Not every screened setup works — some names sit below their entry.

The top 20% since screened

The leaders cluster around a handful of themes. Software infrastructure sits at the top with BLZE, TENB and ATEN — three different reads on the AI-compute buildout, from object storage to exposure-management to app delivery. Biotech binary-catalyst names anchor the middle of the leaderboard: ERAS with its Phase 1 KRAS-program readout momentum, GPCR with the aleniglipron-plus-amylin obesity combo, and TEM with its FDA nod on the xT CDx tumor-only sequencing test. STUB rides a consumer-internet catalyst mix into the top three. Cardinal Infrastructure (CDNL) and A10 Networks carry the capital-buildout thread. Alkami (ALKT) and Anterix (ATEX) round out the top ten from later screening dates — the newer entries earning their way up rather than riding the earliest cohort.

Biggest mover this week

The leaderboard ranks by lifetime return, but the hardest movers this week were a different cast — names further down the board stepping up, rather than the lifetime leaders extending. Tenable Holdings (TENB) ran +40.7% over the trailing week — the tape’s reaction to reports that the exposure-management vendor is being taken private in a cash deal, with headlines pointing to a name-your-price bid from a strategic acquirer. AVEX (+34.1%) and ATEX (+29.8%) filled out the week’s top three.

How to read the board

Orbit’s screen has two parts working in series — a fundamental and quant track screen on one side, and a technical pre-rally screen on the other. The Source column shows which layer first surfaced each name. Tier 1, Tier 2 and Tier 3 are the top conviction layer: names that cleared both parts of the screen and earned an agentic catalyst review on top, ranked from highest conviction (Tier 1) down. A Track tag — Track A or Track D on this week’s board — means one of Orbit’s A-through-H fundamental tracks caught the name and the technical pattern confirmed it, without the agentic review the tiers get. Agent pick means the LLM analyst surfaced it directly.

Three to know

ERAS (Erasca) — +73.6% since screened. The KRAS-focused biotech’s Phase 1 ERAS-0015 monotherapy readout effectively played out mid-May after preliminary positive data on April 27. The next binary catalysts sit in the second half of the year: dose-escalation data from the ERAS-0015 combination arm and preliminary Phase 1 data on ERAS-4001, the pan-KRAS candidate, alongside a Merck KEYTRUDA-combination collaboration.

TEM (Tempus AI) — +30.5% since screened. The FDA approved Tempus’s xT CDx tumor-only sequencing test on June 4, and the stock printed a double-digit move on the news. Beneath the headline: a $400M zero-coupon convertible priced into 2032, a five-program expansion of the Bristol-Myers Squibb collaboration signed May 14, and a Yale/MSK digital-pathology consortium forming behind it. Q2 numbers arrive in August.

GPCR (Structure Therapeutics) — +29.1% since screened. The aleniglipron-plus-amylin obesity combination presented at ADA in June, with the Phase 2 open-label extension confirming a 16.2% weight-loss figure now published in Nature Medicine. Positive End-of-Phase-2 FDA feedback is in hand, and the Phase 3 program is guided to start in Q3.

The winners share a common shape: a fundamental setup Orbit could see, a technical pattern Orbit could time, and a real catalyst in the tape. What to watch next period is whether this week’s second-tier movers — TENB, AVEX, ATEX — convert single-week strength into new lifetime leaders, or hand the baton back to the BLZE/ERAS/STUB cohort. Luna3 will keep marking the board from frozen entries.

Read next: Intelligence · Trending