Insights · Conviction
Our Top Buys.
Ranked high-conviction names from the INH coverage universe. Institutional list with Goldman-style ranking and buy-side process. Formal ratings and price targets remain Under Review.
Order is intentional: #1 carries the highest current conviction weight among published Top Buys. The first two ranks are public teasers; deeper list detail and full dossiers sit behind Research access.
Nebius Group N.V.
Top Buy #2: among the most bullish data-center names; we expect significant guide-ups.
PT — · As of 2026-09-26
Micron Technology, Inc.
Top Buy #3: HBM / DRAM exposure to AI infrastructure demand.
PT — · As of 2026-09-26
Universe context
Top Buys are drawn from the full coverage semiconductor / AI infrastructure / energy set. Names not on this list may still be covered; see Coverage or Themes for the complete map. Energy has its own theme-level Top Buys (QS · BE · VST).
Signals and ratings do not mean you should buy or sell. They are opinions only. Do your own due diligence.
For informational purposes only. Research, ratings, signals (including Strong Buy / Buy / Hold / Sell), price targets, technical analysis, sentiment, and flow data are opinions of INH Capital, not recommendations to buy, sell, or hold any security. They do not mean you should take any trade. Every reader must do their own due diligence and form an independent decision. Not investment advice. Not a solicitation or offer to buy or sell securities. INH Capital is not a registered investment adviser. Past performance is not indicative of future results.