Global Capital Allocation Engine
CORE LIVEFour independent opportunity lenses. One research workflow.
Each cohort answers a different question with its own methodology and authority. GCAE keeps them separate on purpose — you compare the evidence, the engine never blends it into a single score.
Live GCAE Core v1 · 9 Sept 2026, 11:56 am UTC · EARLY, ACCELERATION and THE ONE remain mock in this first live-data slice.
Opportunity lenses
Four cohorts, four methodologies, four authorities — compared side by side.
COREPRODUCTIONLIVE
GCAE CORE
Production conviction — quality, valuation and confirmed timing.
557
Candidates
10
Core BUY
547
WATCH
Top names
- CRCCalifornia Resources CorpfreshBUY
- INVAInnoviva IncfreshBUY
- CLSCelestica Inc.freshBUY
- GOOGAlphabet Inc Class CfreshBUY
Live GCAE Core v1 · 9 Sept 2026, 11:56 am UTCExplore GCAE CORE
EARLY RECOVERYRESEARCHMOCK
GCAE EARLY RECOVERY
Research timing — recovery identified before full production confirmation.
4
Actionable
5
Watch
3
v2 / v3 disagreement
Top names
- ENTGEntegrisv3 early / v2 not yet
- ADBEAdobev2 + v3 aligned
- PTCPTCv3 early / v2 not yet
- MCHPMicrochipWATCH
Snapshot 2026-09-08 · 16:00 ETExplore Early Recovery
ACCELERATIONRESEARCH / SHADOWMOCK
ACCELERATION RADAR
Fast-improving fundamentals — early growth before broad recognition.
8
Early ignition
3
Momentum confirmed
142
Coverage
Top names
- QNSTQuinStreetEARLY IGNITION
- FIVEFive BelowMOMENTUM CONFIRMED
- FRSHFreshworksEARLY IGNITION
- AGYSAgilysysEARLY IGNITION
Snapshot 2026-09-08 · 16:00 ETExplore Acceleration
THE ONERESEARCH / PRIMEMOCK
THE ONE PRIME
Business inflection — the strongest early fundamental-change candidates.
2
PRIME
6
CANDIDATE
1d
Memory freshness
Top names
- YOUClear SecurePRIME
- CIENCienaPRIME
- ENTGEntegrisCANDIDATE
- COHRCoherentCANDIDATE
Research memory refreshed 2026-09-07Explore THE ONE
Cross-cohort convergence
MOCKOverlap is research context only — not a composite score. This preview remains mock until all four live cohort read models are connected.
7
In 2+ lenses
3
In 3+ lenses
1
All 4 lenses
- ENTGEntegrisCOREEARLYACCELTHE ONE
- ADBEAdobeCOREEARLYACCELTHE ONE
- COHRCoherentCOREEARLYACCELTHE ONE
- AMATApplied MaterialsCOREEARLYACCELTHE ONE
Research workflow
Discover → validate- 01Discover
- 02Compare
- 03Research
- 04Pressure-test
- 05Portfolio context
- 06Monitor
- 07Validate