Stock Selection: Gemini 3 Pro's picks for 2026-11-03
Gemini 3 Pro picked AEHR, FN, NBIX, RVTY, LSCC for a 1-day horizon. Portfolio return vs SPY: -7.06%. Picks that beat SPY: 0%.
| Experiment | Stock Selection |
|---|---|
| Model | Gemini 3 Pro |
| Prompt version | stock-selection-v8 |
| Asked | |
| Horizon | 1-day |
| Measured from | 2026-11-03 |
| Measured to | 2026-11-04 |
| Benchmark | SPY |
| Status | Settled |
| Portfolio return vs SPY | -7.06% |
| Picks that beat SPY | 0% |
| Benchmark return | +1.19% |
The picks
| Rank | Symbol | Return | Confidence | vs benchmark | Called right |
|---|---|---|---|---|---|
| 1 | AEHR | -6.88% | 82% | -8.07% | No |
| 2 | FN | -7.68% | 80% | -8.87% | No |
| 3 | NBIX | -1.51% | 78% | -2.70% | No |
| 4 | RVTY | -6.60% | 76% | -7.79% | No |
| 5 | LSCC | -6.68% | 74% | -7.87% | No |
The model's market view
US equity markets demonstrate positive risk sentiment driven by impressive Q3 earnings beats across semiconductor hardware, life sciences, and specialty diagnostics. Strong upward guidance revisions and accelerating AI data center infrastructure spend provide high fundamental momentum for selective outperformance against SPY over the 1-day trading window.
Why each pick
AEHR
Aehr Test Systems surged over +21% intraday on November 3, 2026, following an exceptional Q1 FY2027 report with $0.28 adjusted EPS versus $0.11 expected and revenue of $33.01 million (up 200% YoY). Booking strength reached $46.7 million with an effective backlog of $109.3 million, driven by expanding wafer-level burn-in demand for AI optical interconnects and silicon carbide power chips. The strong operational beat and expanding book-to-bill ratio of 1.4 support continued outperformance relative to SPY over the 1-day horizon. Risks: High valuation multiples and broader semiconductor market volatility.
FN
Fabrinet rallied +14.07% intraday on November 3, 2026, reaching $358.76 after delivering record Q1 FY2027 revenue of $1.47B (up 51% YoY), beating Wall Street expectations. Structural demand for 800G and 1.6T optical packaging used in AI data centers continues to drive top-line growth and expanding gross margins. Positive analyst revisions provide solid tailwinds for relative outperformance versus SPY over the 1-day window. Risks: Supply chain constraints in advanced optical component packaging.
NBIX
Neurocrine Biosciences rose +15.53% intraday on November 3, 2026, to $167.93, powered by a robust Q3 revenue report of $1.10B (up 41% YoY) and an increased full-year 2026 sales outlook for Ingrezza. Analyst price target increases (such as Canaccord raising its target to $220) highlight strengthening commercial execution and adoption. This fundamental momentum makes NBIX well-positioned to outperform SPY. Risks: Unexpected clinical trial updates or regulatory delays across secondary pipeline assets.
RVTY
Revvity Inc gained +11.27% intraday on November 3, 2026, reaching $168.80 after presenting strong Q3 2026 results with $710 million in pro forma revenue (7% organic growth) and a 340 bps YoY expansion in adjusted operating margin to 29.4%. Management raised full-year guidance on improving R&D demand in pharma and biotech end markets, supporting session-over-session outperformance vs SPY. Risks: Foreign exchange rate fluctuations and potential spending lulls in Asia-Pacific markets.
LSCC
Lattice Semiconductor climbed +13.85% intraday on November 3, 2026, to $108.65, propelled by Q3 financial results showcasing a 90% YoY revenue increase in server and AI edge FPGA solutions. Strong design win momentum and wall street price target increases underpin expectations for further relative outperformance over SPY during the upcoming trading session. Risks: Broader cyclical fluctuations in industrial end markets.
Other models on the same run
| Model | Picks | Portfolio return vs SPY | Picks that beat SPY |
|---|---|---|---|
| Claude Opus 5.5 | FISV, IDXX, HWM, RVTY, FN | -3.75% | 40% |
| Claude Sonnet 5.5 | OKTA, IDXX, FN, TEM, AMD | -3.70% | 20% |
| GPT-6 | FN, HWM, NXT, AMD, IDXX | -1.50% | 40% |
| GPT-6.1 Sol | IDXX, REGN, FN, HWM, NXT | -1.52% | 40% |
| Muse Spark 1.1 | AMD, IDXX, SHOP, SUPN, LITE | -3.31% | 40% |
| Perplexity | IDXX, HWM, RIVN, PNR, SHW | +0.66% | 80% |
| Grok 4.7 | IDXX, LSCC, NBIX, FN, RVTY | -4.97% | 20% |
| DeepSeek | UPWK, TEVA, AEHR, HLIT, ON | -4.82% | 0% |
Written up on ForecastNest Insights: Stock Selection: Gemini 3 Pro's picks for 2026-11-03.
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