[{"data":1,"prerenderedAt":1058},["ShallowReactive",2],{"content-/hype-stock-list-beat-screen":3,"all-pages-for-dir":1056,"og-image-/hype-stock-list-beat-screen":1057},{"id":4,"title":5,"body":6,"category":1037,"description":1038,"extension":1039,"meta":1040,"navigation":1041,"ogImage":1042,"path":1043,"project_name":1044,"published":1045,"publishedAt":1046,"seo":1047,"stem":1048,"tags":1049,"todo":1042,"unpublished":1045,"updatedAt":1042,"__hash__":1055},"pages/2026-06/2026-06-01/hype-stock-list-beat-screen.md","「未来10年で勝つ30銘柄」のX投稿を、自分の決算ビートモニタリングと突き合わせて4四半期ビート履歴をスクリーニングした",{"type":7,"value":8,"toc":1016},"minimark",[9,14,23,35,48,55,58,63,66,71,74,77,81,322,325,329,332,338,340,344,351,355,435,438,441,491,495,593,597,649,653,705,709,775,779,880,882,886,895,943,950,952,955,976,983,990,992,996],[10,11,13],"h1",{"id":12},"未来10年で勝つ30銘柄のx投稿を自分の決算ビートモニタリングと突き合わせた","「未来10年で勝つ30銘柄」のX投稿を、自分の決算ビートモニタリングと突き合わせた",[15,16,17,18,22],"p",{},"Xで「1000社の決算書を読み漁り、未来10年で階層を超えられるのは、この30銘柄の米国株だけだ」という煽り文句つきの銘柄リストが回ってきた。「30銘柄」と謳いながら番号を数えると実際には",[19,20,21],"strong",{},"33銘柄","ある。半導体・電力網・銅・ウラン・原子力・宇宙と、AI時代の「道具売り」を広く拾ったリストだ。",[15,24,25,26,29,30,34],{},"自分は別途、",[19,27,28],{},"決算ビートモニタリング","（",[31,32,33],"code",{},"/beat-monitoring","）で28銘柄を「連続ビートしているか」という軸で追っている。そこで、この33銘柄リストと自分のモニタリング銘柄を突き合わせ、",[36,37,38,42],"ol",{},[39,40,41],"li",{},"どれが重複していて、どれが重複していないか",[39,43,44,45],{},"重複していない（＝まだモニタしていない）銘柄のうち、",[19,46,47],{},"直近4四半期で本当に決算ビートしているのはどれか",[15,49,50,51,54],{},"を調べた記録。判定の本命データは信頼できる金融ソースのWeb横断、X（旧Twitter）側は ",[31,52,53],{},"x-search"," スキル（Grok-4.20-reasoning）で裏取りに使った。",[56,57],"hr",{},[59,60,62],"h2",{"id":61},"step-1-33銘柄-モニタリング28銘柄の突き合わせ","Step 1: 33銘柄 × モニタリング28銘柄の突き合わせ",[15,64,65],{},"集合は3つに分かれた。",[67,68,70],"h3",{"id":69},"重複13銘柄-既にモニタしていてビート確認済み","重複（13銘柄）— 既にモニタしていて、ビート確認済み",[15,72,73],{},"NVDA / AMD / MU / SNDK / WDC / DELL / AVGO / MRVL / AAOI / NBIS / PLTR / SMCI / INTC",[15,75,76],{},"このリストとモニタリングが一致する13本。AI半導体・メモリ・ストレージ・AIインフラの中核で、ここは追加調査不要。",[67,78,80],{"id":79},"テキスト側のみ20銘柄-このリストにあって自分は未モニタ","テキスト側のみ（20銘柄）— このリストにあって、自分は未モニタ",[82,83,84,100],"table",{},[85,86,87],"thead",{},[88,89,90,94,97],"tr",{},[91,92,93],"th",{},"Ticker",[91,95,96],{},"銘柄",[91,98,99],{},"リストでの位置づけ",[101,102,103,115,126,137,147,158,169,180,191,202,213,223,234,245,256,267,278,289,300,311],"tbody",{},[88,104,105,109,112],{},[106,107,108],"td",{},"GLW",[106,110,111],{},"Corning",[106,113,114],{},"光通信・特殊ガラス",[88,116,117,120,123],{},[106,118,119],{},"NVTS",[106,121,122],{},"Navitas",[106,124,125],{},"第三世代半導体・電源",[88,127,128,131,134],{},[106,129,130],{},"VRT",[106,132,133],{},"Vertiv",[106,135,136],{},"データセンター冷却",[88,138,139,142,144],{},[106,140,141],{},"IREN",[106,143,141],{},[106,145,146],{},"BTCマイニング→AI計算力",[88,148,149,152,155],{},[106,150,151],{},"ETN",[106,153,154],{},"Eaton",[106,156,157],{},"電力網",[88,159,160,163,166],{},[106,161,162],{},"PWR",[106,164,165],{},"Quanta Services",[106,167,168],{},"電力インフラ建設",[88,170,171,174,177],{},[106,172,173],{},"HUBB",[106,175,176],{},"Hubbell",[106,178,179],{},"送配電機器",[88,181,182,185,188],{},[106,183,184],{},"GEV",[106,186,187],{},"GE Vernova",[106,189,190],{},"エネルギー・電化",[88,192,193,196,199],{},[106,194,195],{},"FCX",[106,197,198],{},"Freeport-McMoRan",[106,200,201],{},"銅",[88,203,204,207,210],{},[106,205,206],{},"TECK",[106,208,209],{},"Teck Resources",[106,211,212],{},"銅資源",[88,214,215,218,221],{},[106,216,217],{},"SCCO",[106,219,220],{},"Southern Copper",[106,222,201],{},[88,224,225,228,231],{},[106,226,227],{},"MP",[106,229,230],{},"MP Materials",[106,232,233],{},"レアアース",[88,235,236,239,242],{},[106,237,238],{},"UUUU",[106,240,241],{},"Energy Fuels",[106,243,244],{},"ウラン",[88,246,247,250,253],{},[106,248,249],{},"SMR",[106,251,252],{},"NuScale",[106,254,255],{},"SMR原子炉",[88,257,258,261,264],{},[106,259,260],{},"OKLO",[106,262,263],{},"Oklo",[106,265,266],{},"新型原子力",[88,268,269,272,275],{},[106,270,271],{},"TSLA",[106,273,274],{},"Tesla",[106,276,277],{},"EV/ロボット/AI",[88,279,280,283,286],{},[106,281,282],{},"RKLB",[106,284,285],{},"Rocket Lab",[106,287,288],{},"商用宇宙",[88,290,291,294,297],{},[106,292,293],{},"ASTS",[106,295,296],{},"AST SpaceMobile",[106,298,299],{},"衛星直結スマホ",[88,301,302,305,308],{},[106,303,304],{},"LUNR",[106,306,307],{},"Intuitive Machines",[106,309,310],{},"月面",[88,312,313,316,319],{},[106,314,315],{},"BKSY",[106,317,318],{},"BlackSky",[106,320,321],{},"衛星データ",[15,323,324],{},"この20本がスクリーニングの対象。",[67,326,328],{"id":327},"モニタ側のみ15銘柄-自分は追っているがこのリストには無い","モニタ側のみ（15銘柄）— 自分は追っているが、このリストには無い",[15,330,331],{},"ALAB / CRDO / STX / COHR / RDDT / BE / 4062 / APP / NOW / COIN / CVNA / LLY / HIMS / MDGL / CAVA",[333,334,335],"blockquote",{},[15,336,337],{},"補足: ALAB（Astera Labs）・CRDO（Credo）はこちら側。リスト#10「Applied Optoelectronics（AAOI）」と混同しやすいが、33銘柄リストにAstera/Credoは登場しない。",[56,339],{},[59,341,343],{"id":342},"step-2-未モニタ20銘柄の直近4四半期ビート履歴","Step 2: 未モニタ20銘柄の直近4四半期ビート履歴",[15,345,346,347,350],{},"「EPS/売上の○/4」は直近4四半期で実績がアナリストコンセンサスを上回った回数。EPSは原則アナリストが見る",[19,348,349],{},"調整後（non-GAAP）基準","。最新Qは2026年4〜5月発表分。",[67,352,354],{"id":353},"ビートレイズが明確モニタリング追加の最有力","① ビート&レイズが明確（モニタリング追加の最有力）",[82,356,357,377],{},[85,358,359],{},[88,360,361,363,365,368,371,374],{},[91,362,93],{},[91,364,96],{},[91,366,367],{},"EPS",[91,369,370],{},"売上",[91,372,373],{},"ガイダンス",[91,375,376],{},"判定",[101,378,379,398,416],{},[88,380,381,385,387,390,392,395],{},[106,382,383],{},[19,384,162],{},[106,386,165],{},[106,388,389],{},"4/4",[106,391,389],{},[106,393,394],{},"毎Q上方",[106,396,397],{},"◎ 最も明確なビート&レイズ",[88,399,400,404,406,408,411,413],{},[106,401,402],{},[19,403,130],{},[106,405,133],{},[106,407,389],{},[106,409,410],{},"2/4（他は同水準）",[106,412,394],{},[106,414,415],{},"◎ 調整後EPS連続ビート＆FY上方",[88,417,418,422,424,426,429,432],{},[106,419,420],{},[19,421,151],{},[106,423,154],{},[106,425,389],{},[106,427,428],{},"3/4",[106,430,431],{},"3/4で上方",[106,433,434],{},"◎ ビート&レイズ",[15,436,437],{},"3本とも「AIデータセンター冷却／電力網／電力インフラ」で、既存モニタリングのテーマ（AIインフラの本命）と最も親和性が高い。",[15,439,440],{},"代表的な数字:",[442,443,444,461,476],"ul",{},[39,445,446,448,449,455,456,460],{},[19,447,162],{},": Q1 FY26（4/30）adj EPS ",[31,450,454],{"className":451},[452,453],"language-math","math-inline","2.68 vs ","2.04（+31%）、売上 ",[31,457,459],{"className":458},[452,453],"7.87B vs ","7.0B（+12%）、FY26ガイダンスを上方。4四半期すべてでEPS・売上ビート＋ガイダンス上方。",[39,462,463,465,466,470,471,475],{},[19,464,130],{},": Q1 FY26（4/22）adj EPS ",[31,467,469],{"className":468},[452,453],"1.17 vs ","1.00（+約17%）、FY26をsales ",[31,472,474],{"className":473},[452,453],"13.5–14.0B / adj EPS ","6.30–6.40へ上方。受注バックログ約$15B、Q4の有機受注 +252%。売上はコンセンサス近辺だがEPSは毎Q大幅ビート。",[39,477,478,480,481,485,486,490],{},[19,479,151],{},": Q1 FY26（5/5）adj EPS ",[31,482,484],{"className":483},[452,453],"2.81 vs ","2.73、売上 ",[31,487,489],{"className":488},[452,453],"7.45B vs 約","7.11B（+約4.8%）。データセンター受注 約+240%。FY26 adj EPS $13.05–13.50へ上方。直近4Qで3回ガイダンス上方。",[67,492,494],{"id":493},"連続ビートだが留意点あり","② 連続ビートだが留意点あり",[82,496,497,514],{},[85,498,499],{},[88,500,501,503,505,507,509,512],{},[91,502,93],{},[91,504,96],{},[91,506,367],{},[91,508,370],{},[91,510,511],{},"留意点",[91,513,376],{},[101,515,516,532,547,562,577],{},[88,517,518,520,522,524,526,529],{},[106,519,108],{},[106,521,111],{},[106,523,389],{},[106,525,389],{},[106,527,528],{},"EPSは小幅（core非GAAP）、決算で株価下落の回も",[106,530,531],{},"○",[88,533,534,536,538,540,542,545],{},[106,535,195],{},[106,537,198],{},[106,539,389],{},[106,541,389],{},[106,543,544],{},"Q1'26でGrasberg減産ガイダンス下方",[106,546,531],{},[88,548,549,551,553,555,557,560],{},[106,550,217],{},[106,552,220],{},[106,554,389],{},[106,556,389],{},[106,558,559],{},"2026年の銅生産ガイダンスは慎重",[106,561,531],{},[88,563,564,566,568,570,572,575],{},[106,565,206],{},[106,567,209],{},[106,569,389],{},[106,571,428],{},[106,573,574],{},"Q2'25売上ミス。数値はソース差が大",[106,576,531],{},[88,578,579,581,583,585,587,590],{},[106,580,282],{},[106,582,285],{},[106,584,428],{},[106,586,389],{},[106,588,589],{},"赤字企業（「ビート」＝想定より赤字が小さい）",[106,591,592],{},"○※",[67,594,596],{"id":595},"epsは強いが売上に弱さepsが小額で意味が薄い","③ EPSは強いが売上に弱さ／EPSが小額で意味が薄い",[82,598,599,615],{},[85,600,601],{},[88,602,603,605,607,609,611,613],{},[91,604,93],{},[91,606,96],{},[91,608,367],{},[91,610,370],{},[91,612,511],{},[91,614,376],{},[101,616,617,634],{},[88,618,619,621,623,625,628,631],{},[106,620,173],{},[106,622,176],{},[106,624,389],{},[106,626,627],{},"1/4",[106,629,630],{},"EPSビートも売上軟調、決算で株価下落",[106,632,633],{},"△",[88,635,636,638,640,642,644,647],{},[106,637,227],{},[106,639,230],{},[106,641,389],{},[106,643,428],{},[106,645,646],{},"EPSがほぼゼロ近辺で%が無意味（DoD価格保証益が押し上げ）",[106,648,633],{},[67,650,652],{"id":651},"売上は堅調epsはまちまち","④ 売上は堅調・EPSはまちまち",[82,654,655,671],{},[85,656,657],{},[88,658,659,661,663,665,667,669],{},[91,660,93],{},[91,662,96],{},[91,664,367],{},[91,666,370],{},[91,668,511],{},[91,670,376],{},[101,672,673,689],{},[88,674,675,677,679,682,684,687],{},[106,676,184],{},[106,678,187],{},[106,680,681],{},"2/4（調整後）",[106,683,389],{},[106,685,686],{},"売上は連続ビート。GAAP巨額EPSとの混同に注意",[106,688,633],{},[88,690,691,693,695,698,700,703],{},[106,692,271],{},[106,694,274],{},[106,696,697],{},"2/4",[106,699,428],{},[106,701,702],{},"EPSむら（直近Q1'26はEPSビート・売上ほぼ同水準）",[106,704,633],{},[67,706,708],{"id":707},"高ボラミックス弱い","⑤ 高ボラ／ミックス〜弱い",[82,710,711,727],{},[85,712,713],{},[88,714,715,717,719,721,723,725],{},[91,716,93],{},[91,718,96],{},[91,720,367],{},[91,722,370],{},[91,724,511],{},[91,726,376],{},[101,728,729,745,760],{},[88,730,731,733,735,737,739,742],{},[106,732,141],{},[106,734,141],{},[106,736,697],{},[106,738,697],{},[106,740,741],{},"直近2Qは大幅ミス（BTC採掘→AIクラウド移行で減損）",[106,743,744],{},"✗",[88,746,747,749,751,753,755,758],{},[106,748,315],{},[106,750,318],{},[106,752,697],{},[106,754,627],{},[106,756,757],{},"売上は3/4でミス。EPSビートはコスト削減由来",[106,759,744],{},[88,761,762,764,766,768,770,773],{},[106,763,119],{},[106,765,122],{},[106,767,627],{},[106,769,697],{},[106,771,772],{},"売上トラフの移行期、ガイダンス下方",[106,774,744],{},[67,776,778],{"id":777},"事実上プレレベニューコンセンサス不適連続ミス","⑥ 事実上プレレベニュー／コンセンサス不適／連続ミス",[82,780,781,797],{},[85,782,783],{},[88,784,785,787,789,791,793,795],{},[91,786,93],{},[91,788,96],{},[91,790,367],{},[91,792,370],{},[91,794,511],{},[91,796,376],{},[101,798,799,816,832,849,865],{},[88,800,801,803,805,808,811,814],{},[106,802,238],{},[106,804,241],{},[106,806,807],{},"~0/4",[106,809,810],{},"売上は成長",[106,812,813],{},"GAAP EPSは連続ミス、EPSガイダンス無し",[106,815,744],{},[88,817,818,820,822,825,827,830],{},[106,819,249],{},[106,821,252],{},[106,823,824],{},"0/4",[106,826,824],{},[106,828,829],{},"事実上プレ商用、売上コンセンサスが不安定",[106,831,744],{},[88,833,834,836,838,841,844,847],{},[106,835,260],{},[106,837,263],{},[106,839,840],{},"~1/4",[106,842,843],{},"プレレベニュー",[106,845,846],{},"売上ゼロ、キャッシュバーンガイダンスのみ",[106,848,744],{},[88,850,851,853,855,857,860,863],{},[106,852,293],{},[106,854,296],{},[106,856,840],{},[106,858,859],{},"不安定",[106,861,862],{},"早期レベニュー、EPSは概ね連続ミス",[106,864,744],{},[88,866,867,869,871,873,875,878],{},[106,868,304],{},[106,870,307],{},[106,872,824],{},[106,874,824],{},[106,876,877],{},"EPS・売上とも連続ミス",[106,879,744],{},[56,881],{},[59,883,885],{"id":884},"step-3-x側grokの裏取り","Step 3: X側（Grok）の裏取り",[15,887,888,890,891,894],{},[31,889,53],{},"（Grok-4.20-reasoning）でも同じ20銘柄を投げた。X投稿は「速報のbeat&raise」には強い一方、",[19,892,893],{},"4四半期分の履歴照合には弱く大半が n/a"," だった。ただしWeb調査と矛盾しない裏取りは取れた。",[442,896,897,931,937],{},[39,898,899,900,902,903,907,908,910,911,915,916,910,918,922,923,925,926,930],{},"X側で確認できたビート: ",[19,901,108],{},"（Q3'25 EPS ",[31,904,906],{"className":905},[452,453],"0.67 vs ","0.66）、",[19,909,184],{},"（Q2'25 EPS ",[31,912,914],{"className":913},[452,453],"1.86 vs ","1.54）、",[19,917,195],{},[31,919,921],{"className":920},[452,453],"0.54 vs ","0.45）、",[19,924,271],{},"（Q1'26 EPS ",[31,927,929],{"className":928},[452,453],"0.41 vs ","0.34）",[39,932,933,934,936],{},"X側で確認できたミス: ",[19,935,141],{},"（直近Qで売上 −約35% の大幅ミス。ただしNVIDIAとの$3.4B AIクラウド契約は別途好材料）",[39,938,939,942],{},[19,940,941],{},"OKLO は売上$0（プレレベニュー）"," とX側でも明言 → Web調査と一致",[15,944,945,946,949],{},"教訓として、X検索は「24時間以内の新規ビート速報」を拾う ",[31,947,948],{},"earnings-beat-scan"," 的な用途には向くが、「ある銘柄の過去4四半期の実績 vs コンセンサス」を埋めるにはソースとしてスパースすぎる。履歴の網羅はstockanalysis.com / Zacks / 各社IR / SEC 8-K を横断するWeb調査の方が信頼できる。",[56,951],{},[59,953,954],{"id":954},"結論",[15,956,957,958,961,962,965,966,969,970,972,973,975],{},"「直近4四半期で決算がビートしている銘柄」を、",[19,959,960],{},"EPS・売上ともに安定ビート＋ガイダンス上方","で厳密に絞ると ",[19,963,964],{},"PWR / VRT / ETN"," の3本。これにコモディティ系の連続ビート ",[19,967,968],{},"FCX・SCCO・TECK","、小幅ながら4/4の ",[19,971,108],{},"、赤字縮小ベースで連続ビートの ",[19,974,282],{}," が続く。",[15,977,978,979,982],{},"既存モニタリングのテーマ（AIインフラ・電力の本命の連続ビート）に最も合うのは ",[19,980,981],{},"VRT（DC冷却）・ETN（電力網）・PWR（電力インフラ）","。この3本を beat-monitoring に追加する。",[15,984,985,986,989],{},"逆に、",[19,987,988],{},"SMR・OKLO・ASTS・LUNR"," は事実上プレレベニューで、コンセンサス自体が不安定。「決算ビート」という軸では評価が成立しないため、このモニタリングの対象外とする（テーマ株としての妙味とは別の話）。",[56,991],{},[59,993,995],{"id":994},"注意方法論","注意・方法論",[442,997,998,1004,1007,1013],{},[39,999,1000,1001,1003],{},"EPS判定は",[19,1002,349],{},"。GEV・TSLA・FCX 等は GAAP EPS が大きく乖離するため、GAAP希薄化EPSで判定すると逆の結論になる。",[39,1005,1006],{},"数値の最終確定は各社 IR / SEC 8-K で要確認（特に TECK は通貨・グロス/ネット表示でソース差が大きい）。",[39,1008,1009,1010,1012],{},"調査手順: 突き合わせは手作業。20銘柄のビート履歴は4本の並列リサーチサブエージェント（5銘柄ずつ、WebSearch横断・複数ソース突き合わせ）に委譲し、main文脈の肥大化を避けた。X側は ",[31,1011,53],{}," スキルを2バッチ（10銘柄ずつ）で実行。",[39,1014,1015],{},"本記事は特定銘柄の売買を推奨するものではない。",{"title":1017,"searchDepth":1018,"depth":1018,"links":1019},"",2,[1020,1026,1034,1035,1036],{"id":61,"depth":1018,"text":62,"children":1021},[1022,1024,1025],{"id":69,"depth":1023,"text":70},3,{"id":79,"depth":1023,"text":80},{"id":327,"depth":1023,"text":328},{"id":342,"depth":1018,"text":343,"children":1027},[1028,1029,1030,1031,1032,1033],{"id":353,"depth":1023,"text":354},{"id":493,"depth":1023,"text":494},{"id":595,"depth":1023,"text":596},{"id":651,"depth":1023,"text":652},{"id":707,"depth":1023,"text":708},{"id":777,"depth":1023,"text":778},{"id":884,"depth":1018,"text":885},{"id":954,"depth":1018,"text":954},{"id":994,"depth":1018,"text":995},"dev","Xで回ってきた『未来10年で階層を超える米国株30銘柄』（実際は33銘柄）を、自分が運用している決算ビートモニタリングの28銘柄と突き合わせ。重複13・テキスト側のみ20・モニタ側のみ15に分類したうえで、未モニタの20銘柄について直近4四半期のEPS/売上ビート履歴をx-search（Grok）＋並列Web調査でスクリーニング。明確なビート&レイズはPWR・VRT・ETNの3本、コモディティ系の連続ビートはFCX・SCCO・TECK、プレレベニューでビート判定が成立しないのはSMR・OKLO・ASTS・LUNRと判定した。","md",{},true,null,"/hype-stock-list-beat-screen","financial-data",false,"2026-06-01T00:00:00.000Z",{"title":5,"description":1038},"2026-06/2026-06-01/hype-stock-list-beat-screen",[1050,1051,53,1052,1053,1054,373],"決算ビート","ビートモニタリング","スクリーニング","AIインフラ","コンセンサス","rYh-44ejpCF15TRxusIejSBORldspvX7XvikyQFP0wE",[],"https://log.eurekapu.com/og/blog/hype-stock-list-beat-screen.png?v=2026-06-01T00%3A00%3A00.000Z&title=%E3%80%8C%E6%9C%AA%E6%9D%A510%E5%B9%B4%E3%81%A7%E5%8B%9D%E3%81%A430%E9%8A%98%E6%9F%84%E3%80%8D%E3%81%AEX%E6%8A%95%E7%A8%BF%E3%82%92%E3%80%81%E8%87%AA%E5%88%86%E3%81%AE%E6%B1%BA%E7%AE%97%E3%83%93%E3%83%BC%E3%83%88%E3%83%A2%E3%83%8B%E3%82%BF%E3%83%AA%E3%83%B3%E3%82%B0%E3%81%A8%E7%AA%81%E3%81%8D%E5%90%88%E3%82%8F%E3%81%9B%E3%81%A64%E5%9B%9B%E5%8D%8A%E6%9C%9F%E3%83%93%E3%83%BC%E3%83%88%E5%B1%A5%E6%AD%B4%E3%82%92%E3%82%B9%E3%82%AF%E3%83%AA%E3%83%BC%E3%83%8B%E3%83%B3%E3%82%B0%E3%81%97%E3%81%9F&author=Kei%20Komatsu&sig=cb5aaf1f78101d0e",1782528847240]