Long hold plans (months to years) for every stock of the list: an accumulation zone with a buy-by time, average-down levels, sell points with dates, a weekly-close stop and the sell warnings. Watch list software of openstock, 12 stocks.
1
META
Meta Platforms, Inc.
long hold 80
HOLDBUY
Price 614.99 · fundamentals 91/100 · cap 1.59T · 22% under its 5y high · 0.97x the 200 day · 1y vs SPY -26%
Now: Holding 50% of the full size at an average 642.62; next: sell 25% of the holding at 843.39 (Sell 1, around Mon Apr 10 2028); stop 413.98 on a weekly close.
Entry: buy 50%597.64 – 642.62
Bought Fri Oct 23 2026 21:30 ET
Stop (weekly close)413.98
a weekly close (the week's last trading day, 16:00 ET) under it sells everything: the thesis is broken
Average down (only before Sell 1)- Average down 1: buy 25% 529.76 -17.6%
- Average down 2: buy 25% 487.04 -24.2%
Sell points- Sell 1: sell 25% of the holding 843.39 +31.2%around Mon Apr 10 2028 16:00 ET
- Sell 2: sell 33% of the holding 1,156.72 +80.0%around Mon Oct 29 2029 16:00 ET
- Sell 3: sell 50% of the holding 1,606.55 +150.0%around Thu Sep 25 2031 16:00 ET
The last quarter rides until a SELL warning (2 weekly closes under the 50 week average after Sell 1, 1.8x the 200 day average, broken fundamentals) or the max hold.
- Issued Fri Oct 23 2026 21:30 ET at 642.62
- Max hold sell what is left by Fri Oct 31 2031 16:00 ET
- Reviews Wed Jan 27 2027, Wed Apr 28 2027, Thu Jul 29 2027, Wed Oct 27 2027
- Review the company after each quarterly report: the fundamentals score is checked every run.
Plan history (2)
- Fri Oct 23 2026 21:30 ET Entry: bought 50% of the full size at 642.62
- Fri Oct 23 2026 21:30 ET Plan issued at 642.62
fundamentals 91/100 (strong); 22% under its 5 year high; 0.97x the 200 day average; 1y -26% vs SPY; trend +20% a year
Technical report Fundamentals report
2
MSFT
Microsoft Corporation
long hold 78
WAIT FOR ENTRYACCUMULATE
Price 521.91 · fundamentals 83/100 · cap 3.88T · 5% under its 5y high · 1.19x the 200 day · 1y vs SPY -13%
Now: Buy 50% of the full size in the zone 422.31 to 478.90 by Tue Dec 22 2026 16:00 ET; skip the trade if it is not reached by then.
Entry: buy 50%422.31 – 478.90
Buy byTue Dec 22 2026 16:00 ET
Stop (weekly close)295.46
a weekly close (the week's last trading day, 16:00 ET) under it sells everything: the thesis is broken
Average down (only before Sell 1)- Average down 1: buy 25% 421.44 -12.0%
- Average down 2: buy 25% 347.61 -27.4%
Sell points- Sell 1: sell 25% of the holding 601.73 +25.6%around Thu Oct 26 2028 16:00 ET
- Sell 2: sell 33% of the holding 862.03 +80.0%around Mon Oct 29 2029 16:00 ET
- Sell 3: sell 50% of the holding 1,197.26 +150.0%around Fri Oct 03 2031 16:00 ET
The last quarter rides until a SELL warning (2 weekly closes under the 50 week average after Sell 1, 1.8x the 200 day average, broken fundamentals) or the max hold.
- Issued Fri Oct 23 2026 21:30 ET at 524.51
- Max hold sell what is left by Fri Oct 31 2031 16:00 ET
- Reviews Wed Jan 27 2027, Wed Apr 28 2027, Thu Jul 29 2027, Wed Oct 27 2027
- Review the company after each quarterly report: the fundamentals score is checked every run.
Plan history (1)
- Fri Oct 23 2026 21:30 ET Plan issued at 524.51
fundamentals 83/100 (strong); 5% under its 5 year high; 1.19x the 200 day average; 1y -13% vs SPY; trend +7% a year
Technical report Fundamentals report
3
PLTR
Palantir Technologies Inc.
long hold 75
WAIT FOR ENTRYACCUMULATE
Price 184.11 · fundamentals 76/100 · cap 447.57B · 14% under its 5y high · 1.20x the 200 day · 1y vs SPY -17%
Now: Buy 50% of the full size in the zone 148.55 to 168.46 by Tue Dec 22 2026 16:00 ET; skip the trade if it is not reached by then.
Entry: buy 50%148.55 – 168.46
Buy byTue Dec 22 2026 16:00 ET
Stop (weekly close)108.83
a weekly close (the week's last trading day, 16:00 ET) under it sells everything: the thesis is broken
Average down (only before Sell 1)- Average down 1: buy 25% 148.25 -12.0%
- Average down 2: buy 25% 128.03 -24.0%
Sell points- Sell 1: sell 25% of the holding 212.94 +26.4%around Fri Jul 09 2027 16:00 ET
- Sell 2: sell 33% of the holding 303.23 +80.0%around Thu Jul 27 2028 16:00 ET
- Sell 3: sell 50% of the holding 421.16 +150.0%around Fri Jul 20 2029 16:00 ET
The last quarter rides until a SELL warning (2 weekly closes under the 50 week average after Sell 1, 1.8x the 200 day average, broken fundamentals) or the max hold.
- Issued Fri Oct 23 2026 21:30 ET at 196.75
- Max hold sell what is left by Fri Oct 31 2031 16:00 ET
- Reviews Wed Jan 27 2027, Wed Apr 28 2027, Thu Jul 29 2027, Wed Oct 27 2027
- Review the company after each quarterly report: the fundamentals score is checked every run.
Plan history (1)
- Fri Oct 23 2026 21:30 ET Plan issued at 196.75
fundamentals 76/100 (strong); 14% under its 5 year high; 1.20x the 200 day average; 1y -17% vs SPY; trend +149% a year
Technical report Fundamentals report
4
PINS
Pinterest, Inc.
long hold 59
HOLDWATCH
Price 19.36 · fundamentals 83/100 · cap 10.43B · 62% under its 5y high · 0.93x the 200 day · 1y vs SPY -47%
Now: Holding 75% of the full size at an average 21.43; next: sell 25% of the holding at 35.42 (Sell 1, around Thu Oct 26 2028); stop 12.00 on a weekly close.
Entry: buy 50%20.76 – 22.32
Bought Fri Oct 23 2026 21:30 ET
Stop (weekly close)12.00
a weekly close (the week's last trading day, 16:00 ET) under it sells everything: the thesis is broken
Average down (only before Sell 1)- Average down 1: buy 25% 19.64 -12.0%bought Thu Oct 29 2026 14:30 ET
- Average down 2: buy 25% 14.12 -36.8%
Sell points- Sell 1: sell 25% of the holding 35.42 +58.7%around Thu Oct 26 2028 16:00 ET
- Sell 2: sell 33% of the holding 46.05 +106.3%around Mon Oct 29 2029 16:00 ET
- Sell 3: sell 50% of the holding 62.16 +178.5%around Fri Oct 03 2031 16:00 ET
The last quarter rides until a SELL warning (2 weekly closes under the 50 week average after Sell 1, 1.8x the 200 day average, broken fundamentals) or the max hold.
- Issued Fri Oct 23 2026 21:30 ET at 22.32
- Max hold sell what is left by Fri Oct 31 2031 16:00 ET
- Reviews Wed Jan 27 2027, Wed Apr 28 2027, Thu Jul 29 2027, Wed Oct 27 2027
- Review the company after each quarterly report: the fundamentals score is checked every run.
Sell warnings- WATCH 50 day average crossed under the 200 day average (death cross) since Wed Oct 28 2026 16:00 ET
Plan history (4)
- Wed Oct 28 2026 16:00 ET WATCH: 50 day average crossed under the 200 day average (death cross)
- Thu Oct 29 2026 14:30 ET Average down 1: bought 25% of the full size at 19.64
- Fri Oct 23 2026 21:30 ET Entry: bought 50% of the full size at 22.32
- Fri Oct 23 2026 21:30 ET Plan issued at 22.32
fundamentals 83/100 (strong); 62% under its 5 year high; 0.93x the 200 day average; 1y -47% vs SPY; trend -20% a year
Technical report Fundamentals report
5
GTLB
Gitlab Inc
long hold 45
WATCH
Price 54.09 · fundamentals 40/100 · cap 9.47B · 61% under its 5y high · 1.59x the 200 day · 1y vs SPY +1%
No entry plan: Overheated (1.59x the 200 day average, weekly RSI 67): wait for it to cool off
If you hold it- TRIM 1.59x the 200 day average: overheated, take some profit since Fri Oct 30 2026 16:00 ET
fundamentals 40/100 (weak); 61% under its 5 year high; 1.59x the 200 day average; 1y +1% vs SPY; trend -20% a year
Technical report Fundamentals report
6
BBAI
BigBear.ai Holdings Inc
long hold 44
AVOID
Price 2.60 · fundamentals 45/100 · cap 1.13B · 84% under its 5y high · 0.72x the 200 day · 1y vs SPY -66%
No entry plan: Score 44: weak fundamentals, value or health
If you hold it- TRIM Two weekly closes under the 50 week average: the long trend is turning down since Fri Oct 30 2026 16:00 ET
fundamentals 45/100 (weak); 84% under its 5 year high; 0.72x the 200 day average; 1y -66% vs SPY; trend +45% a year
Technical report Fundamentals report
7
AI
C3.ai Inc
long hold 43
AVOID
Price 11.85 · fundamentals 47/100 · cap 1.98B · 78% under its 5y high · 1.18x the 200 day · 1y vs SPY -39%
No entry plan: Score 43: weak fundamentals, value or health
fundamentals 47/100 (weak); 78% under its 5 year high; 1.18x the 200 day average; 1y -39% vs SPY; trend -36% a year
Technical report Fundamentals report
8
FIG
Figma Inc
long hold 38
AVOID
Price 21.65 · fundamentals 46/100 · cap 12.25B · 85% under its 5y high · 0.94x the 200 day · 1y vs SPY -62%
No entry plan: Score 38: weak fundamentals, value or health
If you hold it- TRIM Two weekly closes under the 50 week average: the long trend is turning down since Fri Oct 30 2026 16:00 ET
fundamentals 46/100 (weak); 85% under its 5 year high; 0.94x the 200 day average; 1y -62% vs SPY; trend -64% a year
Technical report Fundamentals report
9
SOUN
SoundHound AI Inc
long hold 36
AVOID
Price 4.22 · fundamentals 40/100 · cap 1.97B · 83% under its 5y high · 0.59x the 200 day · 1y vs SPY -79%
No entry plan: Fundamentals score 40: weak fundamentals
If you hold it- SELL Fundamentals score fell to 40: the company no longer qualifies since Fri Oct 30 2026 16:00 ET
- TRIM Two weekly closes under the 50 week average: the long trend is turning down since Fri Oct 30 2026 16:00 ET
fundamentals 40/100 (weak); 83% under its 5 year high; 0.59x the 200 day average; 1y -79% vs SPY; trend +43% a year; At risk: Altman Z'' under 1.1 (-0.16); warning signs: Negative EBITDA and free cash flow
Technical report Fundamentals report
10
CXAI
CXApp Inc
long hold 34
AVOID
Price 1.33 · fundamentals 45/100 · cap 4.09M · 100% under its 5y high · 0.17x the 200 day · 1y vs SPY -97%
No entry plan: Toxic asset: Reverse split in the last 12 months (1-for-50 on 2026-08-18); Altman Z'' under 1.1 (-9.60); warning signs: Negative EBITDA and free cash flow, Debt above the market cap, Market cap under $25M
If you hold it- SELL Toxic asset: a reverse split with severe financial distress or delisting risk since Fri Oct 30 2026 16:00 ET
- TRIM Two weekly closes under the 50 week average: the long trend is turning down since Fri Oct 30 2026 16:00 ET
fundamentals 45/100 (toxic); 100% under its 5 year high; 0.17x the 200 day average; 1y -97% vs SPY; trend -70% a year
Technical report Fundamentals report
11
LHAI
Linkhome Holdings Inc
long hold 33
AVOID
Price 0.9200 · fundamentals 43/100 · cap 16.86M · 96% under its 5y high · 0.80x the 200 day · 1y vs SPY -92%
No entry plan: Score 33: weak fundamentals, value or health
If you hold it- TRIM Two weekly closes under the 50 week average: the long trend is turning down since Fri Oct 30 2026 16:00 ET
fundamentals 43/100 (weak); 96% under its 5 year high; 0.80x the 200 day average; 1y -92% vs SPY; trend -92% a year; At risk: warning signs: Negative EBITDA and free cash flow, Market cap under $25M
Technical report Fundamentals report
12
APLD
Applied Digital Corp
long hold 32
AVOID
Price 17.82 · fundamentals 31/100 · cap 5.90B · 65% under its 5y high · 0.57x the 200 day · 1y vs SPY -53%
No entry plan: Fundamentals score 31: weak fundamentals
If you hold it- SELL Fundamentals score fell to 31: the company no longer qualifies since Fri Oct 30 2026 16:00 ET
- TRIM Two weekly closes under the 50 week average: the long trend is turning down since Fri Oct 30 2026 16:00 ET
fundamentals 31/100 (weak); 65% under its 5 year high; 0.57x the 200 day average; 1y -53% vs SPY; trend +134% a year; At risk: warning signs: Negative EBITDA and free cash flow, Debt above the market cap
Technical report Fundamentals report
FAM long hold score 0-100: company fundamentals 50 (profitability, valuation, financial health, growth, analyst view), value 20 (under the 5 year high, price against the 200 day average), health 30 (200 day and 50 week averages, weekly RSI, a year vs SPY, trend line). Rating: BUY (accumulate now), ACCUMULATE (a good company, but stretched: the zone waits near the 200 day average), WATCH (limited data, overheated, a downtrend or a low score), AVOID (weak fundamentals or a toxic asset). Open the fundamentals report of a stock for every check. Warnings: SELL sells what is left now, TRIM takes some profit, WATCH is a heads up. After a stop or a sell signal a stock sits out for 14 days. Not financial advice.
