Opportunity Scan

Diamonds in the Rough

Cross-referencing fundamental value against technical exhaustion to isolate beaten-down IYT constituents that screen cheap and oversold. The bottom-right quadrant — high earnings yield, low RSI — is the prime hunting ground, especially where money flow (MFI) shows quiet accumulation despite the falling price.

17 in diamond zone42 scored

Educational screen, not investment advice. “Diamond” classification is a mechanical valuation-vs-RSI split around the cohort median earnings yield and an RSI of 50.

Alpha Quadrant — Valuation × Technical Exhaustion

X = earnings yield (cheaper right) · Y = RSI 14 (more oversold lower) · bubble = market cap · color = money flow.

Accumulation (MFI ≥ 55)Neutral flowDistribution (MFI ≤ 45)Diamond-zone ring
◆ Diamond in the RoughCheap + oversold. Deep value in a technically exhausted state — the prime target.
Fairly Valued WinnerCheap + extended. Strong action backed by earnings, but late for new entries.
Value TrapExpensive + beaten down. Falling yet still richly valued — structurally suspect.
Momentum DarlingExpensive + extended. Crowded leaders with mean-reversion risk.

Diamond Candidates

Ranked by a composite of earnings yield, ROIC, oversold RSI, recent weakness, and improving money flow.

#
1HUBGHUB Group Inc61.76.05%0.1432-14.17%23safe
2DALDelta Air Lines, Inc.59.79.14%0.2743-12.74%42distress
3UALUnited Airlines Holdings, Inc. Common Stock59.59.38%0.1242-14.88%47distress
4RRyder System, Inc.59.46.12%0.1236-8.80%27distress
5SKYWSkywest Inc56.710.12%0.1144-10.82%40grey
6UBERUber Technologies, Inc.55.03.61%1.8944-3.97%52safe
7UPSUnited Parcel Service, Inc. Class B55.07.48%0.1947-1.95%60grey
8LUVSouthwest Airlines Co.53.84.88%0.0841-13.79%54grey
9FDXFedEx Corporation53.66.75%0.1341-4.41%45grey
10ODFLOld Dominion Freight Line51.33.68%0.2929-15.17%31safe
11AALAmerican Airlines Group Inc.50.54.65%0.1039-14.15%37distress
12NSCNorfolk Southern Corp.49.64.67%0.1132-5.14%8grey
13UNPUnion Pacific Corp.48.65.03%0.1737-3.43%36safe
14XPOXPO, Inc.45.32.73%0.1835-14.02%28safe
15MATXMatsons, Inc.44.86.59%0.1971+9.04%75safe

Short-Squeeze Watch

Constituents with the highest composite squeeze score — heavy short interest meeting price support.

#
1ULCCFrontier Group Holdings, Inc. Common Stock87.142.93%10.36-17.57%critical
2CARAvis Budget Group, Inc.86.027.81%14.87-15.12%critical
3SNDRSchneider National, Inc.77.815.78%10.92-5.33%critical
4FIPFTAI Infrastructure Inc. Common Stock76.722.35%20.23-33.63%critical
5HTZHertz Global Holdings, Inc Common Stock76.487.57%5.73-26.49%critical
6JOBYJoby Aviation, Inc.69.622.90%4.93-19.75%high
7LYFTLyft, Inc. Class A Common Stock67.518.31%7.39-4.62%high
8JBLUJetBlue Airways Corp64.030.24%4.10-25.72%high
9RXORXO, Inc.55.98.97%11.03-16.84%high
10CVLGCovenant Logistics Group, Inc.53.97.89%6.81+4.08%high
11HTLDHeartland Express Inc53.38.00%4.86+1.55%high
12MRTNMarten Transport Ltd52.85.81%7.80-7.04%high

Market cap, valuation, and short-interest metrics are joined to the latest IYT holdings snapshot; each ticker links to its full quote and analysis page.