Orbit’s top-ranked name, Backblaze (BLZE), is now +101.7% since the day it was screened, and 40% of every name Orbit is currently tracking is above its entry mark. Here is how the rest of the board reads heading into the new week.

What Orbit is

Orbit is Luna3’s AI-augmented research engine. It runs the investment universe through a dozen algorithmic signals, feeds the output into a gradient-boosted machine-learning model, and then hands the top picks to an agentic LLM that reads each name’s filings and writes a daily thesis — a conviction score, plus a read on how close the next catalyst is. The entry price and date freeze the moment Orbit first screens a name.

The scorecard

Across the actively-tracked board, returns since screened span +101.7% at the top to -37.4% at the bottom.

The aggregate read: 40% of tracked names are above their entry, the median return is -6.7%, and the average is +2.4%. The summed since-screened return across every actively-tracked name comes out to +126.6% — that is the math of every position added up at its current mark versus its frozen entry, not a portfolio return. Not every screen works; some names sit below their entry.

The top 20% since screened

Two clusters dominate the top of the board. AI and compute infrastructure shows up most: Backblaze in cloud storage, Cardinal Infrastructure in engineering & construction, KEEL in capital markets but converting an 18 MW Washington site into HPC/AI capacity under a binding $128M deal, A10 Networks in software infrastructure, and Tenable in security. The second cluster is binary-catalyst biotech: Erasca, Vera, Tempus AI, Structure Therapeutics, and Viking Therapeutics. The setups are different — software names ran on guidance and contracts, biotech names ran on Phase 3 readouts and PDUFA dates — but both clusters are doing the same thing: pricing in a catalyst that has either just printed or is visibly close. StubHub rounds out the leaders, riding the post-IPO Claude AI integration story and a FIFA World Cup revenue tailwind.

Biggest mover this week

The leaderboard ranks by lifetime return since screened, but the picture this week is sharper. Backblaze was both the lifetime leader and this week’s hardest mover at +77.8%, after a five-year, $335M CoreWeave contract embedded its B2 cloud storage in an AI compute supply chain and the company raised its 2026 revenue outlook. The other two names that ran hardest this week — VKTX at +25.2% and VERA at +21.0% — sit lower on the lifetime board: different names stepping up on biotech-specific catalysts.

How to read the board

Orbit’s screen has two parts: a fundamental and quant track screen, and a separate technical pre-rally screen. The “Source” column on the board shows which layer first surfaced each name. Tier 1, Tier 2, Tier 3 mark the conviction tier — these cleared both parts of the screen and earned an agentic catalyst review on top, with Tier 1 the highest conviction. Track A and Track D tags mean one of Orbit’s A–H fundamental and quant tracks caught the name first, with the technical pattern then confirming it. Agent pick means Orbit’s LLM analyst surfaced it directly.

Three to know

VERA (Vera Therapeutics) — Tier 2, +27.7% since screened. Atacicept’s BLA has FDA Priority Review and a PDUFA date of July 7, 2026, putting a hard binary roughly a week away. The pathway is accelerated approval in IgA Nephropathy, and the company has guided to a mid-2026 commercial launch if approved. This is the cleanest near-term dated catalyst on the board.

VKTX (Viking Therapeutics) — Tier 1, +18.4% since screened. Both VANQUISH Phase 3 enrollments are complete, the oral VK2735 ECO 2026 data delivered earlier in the year, and the oral VK2735 Phase 3 program starts in Q4. With the subcutaneous Phase 3 readouts inside a twelve-month window, VKTX is the longer-fuse GLP-1 setup on the tracker — and it was this week’s second-hardest mover.

KEEL (Keel Infrastructure) — Tier 1, +70.8% since screened. The rebrand from Bitfarms completed in April 2026 (BITF delisted), and the new story is the Washington 18 MW conversion into HPC/AI capacity under the binding $128M deal targeting December 2026. It is the cleanest pure-play retrofit on the board: a bitcoin-mining footprint turning into AI compute real estate.

Bottom line

The names at the top of Luna3’s Orbit tracker share one thing: a catalyst that is either already printing or is dated and close. Software and compute infrastructure are riding contracts and guidance; biotech is riding readouts and PDUFA dates. Watch VERA into July 7 — that is the next hard binary on the board.

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