Fintech led the Roundtable 100 this week, holding 3 of the top ten, with Schrödinger at #1. The week's biggest climber was Solana, up 55 spots to #7. On the other side, Gold slipped 64 to #95.

Biggest gainer: Solana (SOL) — ▲ 55 spots to #7, Our analysts' whole-list review used fresh market-cap Value 49, six-month price Growth 68 and Team 74 (carried from 2026-08-31); the composite is 63.7. Category and placement constraints also shape the final rank. Oct 1 Fiserv primary release confirms Solana support for first Roughrider Coin platform use case. Secondary Alpenglow launch rumours rejected; rollout timing not treated as complete. SOL #7 is an owner placement exception, not its natural formula rank.

Biggest loser: Gold (XAU) — ▼ 64 spots to #95, Our analysts' whole-list review used fresh market-cap Value 15, six-month price Growth 14 and Team 30 (carried from 2026-08-31); the composite is 19.7. Category and placement constraints also shape the final rank. Oct 2 jobs/yields reports conflict on spot levels. No use of inconsistent spot numbers in refreshed returns.

Biggest surprise: BitGo Holdings (BTGO) — ▲ 35 spots to #52, Our analysts' whole-list review used fresh market-cap Value 94, six-month price Growth 11 and Team 72 (carried from 2026-08-31); the composite is 59. Category and placement constraints also shape the final rank. Oct 2 CEO interview expresses regulatory concerns; opinion alone not a numeric Growth correction. Slazas Growth +8 carries contradictory High/Medium confidence labels.

Notable review: PayPal (PYPL) — ▼ 64 spots to #65, Our analysts' whole-list review used fresh market-cap Value 54, six-month price Growth 37 and Team 76 (carried from 2026-08-31); the composite is 55.7. Category and placement constraints also shape the final rank. BNPL holiday survey reported Oct 2; this is survey demand, not realized growth. Slazas Innovation -8 opposes a fresh upgrade.

SLE: #22 to #2

Roundtable 100 analysts also view Superplanet's expanded ATM capacity as a dilution risk that needs to sit beside its high Value score and Sean's optimistic pillar package. The unresolved cap readings weaken confidence in the #2 placement; a strong formula output is not a clean investment conclusion.

SOL: #62 to #7

Roundtable 100 analysts also view Fiserv's confirmed Solana support as a concrete distribution opportunity. The benefit should be judged on rollout and usage, not unconfirmed Alpenglow timing. The #7 position is an owner placement exception; the news did not manufacture 55 places of price Growth.

RTB: #43 to #10

Roundtable 100 analysts also view RTB's sports-media coalition as a commercial opportunity, but announced reach is not booked revenue. Its #10 owner exception and operator affiliation stay disclosed; commercialization and dilution remain review items.

RXRX: #44 to #24

Roundtable 100 analysts also view this week's evidence cautiously: Sept 28 daily price commentary does not establish new clinical efficacy or a Team change. This is a research assessment, not a new numeric score or proof that the news caused the full rank move.

PTRN: #7 to #29

Roundtable 100 analysts also view this week's evidence cautiously: Sept 29 analyst-consensus roundup; no new operating result verified in selected sources. This is a research assessment, not a new numeric score or proof that the news caused the full rank move.

MDB: #10 to #32

Roundtable 100 analysts also view MongoDB's CEO transition as an execution issue alongside its new product launch. Reaffirmed guidance is useful, but company performance claims and interim leadership need follow-through. The carried Team grade has not been freshly re-rated.

ROOT: #6 to #40

Roundtable 100 analysts also view this week's evidence cautiously: Sept 28 analyst Hold-consensus roundup; no fresh primary operating catalyst verified in selected sources. This is a research assessment, not a new numeric score or proof that the news caused the full rank move.

ALGO: #89 to #42

Roundtable 100 analysts also view Algorand's new foundation CEO as a reason to revisit leadership evidence, not automatically award a higher Team score. The rank rise includes new market inputs; utility claims need primary support.

POL: #77 to #46

Roundtable 100 analysts also view this week's evidence cautiously: Sept 28 report of temporary fee-funded staking boost starting Oct 1; APY not a price return and implementation needs primary verification. This is a research assessment, not a new numeric score or proof that the news caused the full rank move.

ASML: #72 to #51

Roundtable 100 analysts also view this week's evidence cautiously: Sept 28 official share-buyback transactions for Sept 21-25; capital-return activity, not price-growth estimate. This is a research assessment, not a new numeric score or proof that the news caused the full rank move.

BTGO: #87 to #52

Roundtable 100 analysts also view BitGo's regulatory discussion as context for risk, not a realized earnings result. Slazas's Growth +8 submission is preserved separately, including its confidence conflict. The 35-place climb is a whole-list comparison, not proof that its proposed pillar change was adopted.

AXON: #34 to #59

Roundtable 100 analysts also view this week's evidence cautiously: Selected Yahoo news page contains undated mixed headlines; no this-week operating catalyst verified from that page. This is a research assessment, not a new numeric score or proof that the news caused the full rank move.

PLTR: #33 to #62

Roundtable 100 analysts also view Palantir's Armada partnership as a possible route to sovereign-AI deployment. Revenue contribution is not yet quantified. A partnership announcement does not cancel market-cap limits or create a price-return bonus.

ABB: #94 to #64

Roundtable 100 analysts also view this week's evidence cautiously: Sept 28 secondary Infinitus DC portfolio report; official technical/financial validation still needed. This is a research assessment, not a new numeric score or proof that the news caused the full rank move.

PYPL: #1 to #65

Roundtable 100 analysts also view PayPal's BNPL survey as a sign of shopper interest, not proof of realized revenue growth. Slazas's Innovation -8 view reinforces the need to separate product potential from delivered results. Its drop reflects the fresh whole-list comparison, not a finding that the franchise collapsed.

ETH: #40 to #67

Roundtable 100 analysts also view this week's evidence cautiously: Oct 1/2 zkAPI story is secondary adoption news. No dollar benefit or protocol-price return inferred. This is a research assessment, not a new numeric score or proof that the news caused the full rank move.

ADBE: #45 to #81

Roundtable 100 analysts also view Adobe's ChatGPT editing controls as a product-distribution opportunity. Usage and paid conversion are not yet established. The lower rank should not be narrated as evidence that the product failed.

UBER: #50 to #85

Roundtable 100 analysts also view Uber's current engineering work as execution evidence, not a fresh revenue catalyst. The recycled April hotel-booking article is excluded from this week's reasoning.

XAG: #70 to #93

Roundtable 100 analysts also view silver's dollar/yield pressure as a risk factor, with weak independent trend confirmation. Rolling-futures and spot prices must not be blended into one return.

XAU: #31 to #95

Roundtable 100 analysts also view gold's yield sensitivity as relevant context, while conflicting spot headlines prevent a clean spot-price story. The ranking uses the declared futures scenario and category spacing; the 64-place drop is not a 64% price loss.

HG: #55 to #97

Roundtable 100 analysts also view copper's dollar and tariff sensitivity as a source of uncertainty. Contract mapping needs to stay consistent; the rank change is not itself evidence of a new operating result.

Sam Badawi on CRDO: 

“I’d move Credo from #16 to #10 as networking becomes an increasingly important bottleneck in AI infrastructure. Credo is already a leader in AECs, but its expansion into optical DSPs, silicon photonics and 1.6T connectivity gives it exposure to both copper and optical architectures as AI clusters scale. Safety: 63.5 to 66 Credo has $764M in cash and short-term investments while generating strong profitability and a 48% non-GAAP operating margin. Customer concentration remains a risk, but I view the addition and ramp of multiple large hyperscale customers as increasingly validating rather than purely negative. Leadership: 77 to 80 Management has consistently executed ahead of expectations while expanding the product portfolio beyond AECs. Credo has now delivered seven consecutive quarters of triple-digit YoY revenue growth while investing aggressively in the next generation of AI networking. Innovation: 68 to 76 This is where I see the largest disconnect. Credo is expanding into 1.6T optical DSPs, silicon photonics, ZeroFlap optics and eventually 3.2T connectivity, positioning the company across a much larger portion of the AI networking stack. Growth: 77.5 to 83 Q1 revenue reached $479M, +115% YoY, with management guiding for more than 85% full-year growth and over $600M of optical revenue. Optics is now expected to grow even faster than AECs and become a second major growth engine. Market Dominance: 4 to 12 Credo has established a strong position in AECs and now has four customers each representing at least 10% of revenue. There is speculation that one of the newer hyperscale ramps could be SpaceX, but that has not been confirmed, so I would treat that as upside optionality rather than part of the base case. Overall, I’d move Credo from #16 to #10. The combination of continued hyperscaler ramps, triple-digit growth and the increasing importance of photonics and high-speed connectivity to AI infrastructure makes Credo more strategically important than its current ranking reflects.”

Sam Badawi on HOOD:

“I’d move Robinhood from #35 to #28 as the company expands beyond retail brokerage into tokenization, private-market access and broader crypto infrastructure. Robinhood Chain, Stock Tokens and its new venture vehicles create additional ways to monetize the platform, while improving crypto activity and Bitcoin’s recovery add another tailwind. Safety: 11.1 to 55 The current Safety score is too low for a business generating $1.31B in quarterly revenue, $573M in net income and $741M in adjusted EBITDA. I’d still keep the score moderate because of regulatory, crypto and trading-cycle exposure. Leadership: 60.1 to 76 Management has successfully expanded Robinhood into a broader financial platform across brokerage, crypto, retirement, credit, banking, prediction markets and international markets. Customer assets and funded accounts continue to grow alongside that expansion. Innovation: 49.9 to 72 This deserves one of the largest increases. Robinhood is pushing into tokenized equities, its own blockchain infrastructure, private-market access and DeFi, giving it several new products that traditional brokers have not matched at the same pace. Growth: 55.4 to 70 Revenue grew 32% YoY in Q2 while Gold subscribers and platform assets continued to expand. Crypto activity is also beginning to improve again, giving Robinhood another growth driver if digital asset volumes continue recovering. Market Dominance: 43.5 to 55 Robinhood is still smaller than Fidelity and Schwab by assets and competes directly with Coinbase in crypto. However, its large retail customer base and ability to combine brokerage, crypto, prediction markets and tokenization inside one platform justify a higher score. Overall, I’d move Robinhood from #35 to #28. The core business is stronger than the current scores imply, while tokenization, private markets and a recovering crypto environment give the company additional upside beyond traditional brokerage.”

John Slazas on PYPL:

“PayPal is one of the main ways people and businesses move money online. Checkout, Venmo, the Braintree processing business, pay-later, and its own dollar token, PYUSD, all sit under one roof. It earns a small cut when money moves through that network. The second quarter showed a busy network growing at a modest pace. Payment volume was $486.4 billion, up 10%. Revenue was $8.7 billion, up 5%. Transaction margin dollars — what PayPal keeps after the direct cost of moving the money — rose 1%. Active accounts were flat at 439 million. Management did raise its full-year profit outlook. The Innovation score is where the file and the facts part ways. It sits at 90, twenty points above its own baseline, on an evidence file that dates to 2020. Online branded checkout, the core product, grew about 2%. The growth is coming from products already in the market — pay-later up 26%, debit and tap-to-pay up more than 60%. Management told investors its newest bets, payments made by AI agents and digital identity, become significant from 2028 on. Those are real investments. They are not yet results. On the tape, the market spent most of 2026 reclaiming its first-quarter losses off the 38.36 low, likely on takeover anticipation. That run-up stalled at the 63.85 yearly directional pivot, the same level that sent it lower in January. When the acquisition talks collapsed in late August, the rejection left a price island, and the market now sits at last quarter’s midpoint and close. This is a pivotal spot. A resolution lower puts PayPal back on the defensive and the 2026 lows in play. Only a move back above last quarter’s high and 63.85 puts the market back in favor. This is a healthy payments franchise with one score running ahead of what has been delivered. This review lowers Innovation only. Market insight, not advice.”

John Slazas on BTGO: 

“BitGo runs the back office of digital-asset finance. It holds crypto safely for institutions — that is custody — and provides the wallets, trading access, staking, and stablecoin services built around it. When a fund or a fintech needs a qualified place to keep digital assets, BitGo is one of the names on the list. Second-quarter revenue was $4.33 billion, up 79.6% from a year ago. Read that line with care. About $4.2 billion of it is digital-asset sales — trading volume passing through the platform, not fee income. The better read on the business is underneath it. Clients on the platform rose 26% to 5,833. Assets on the platform, adjusted for crypto price swings, rose 31%. Stablecoin-as-a-service revenue more than doubled to $38.8 million. Staking revenue went the other way, down 29%. The company posted a net loss of $19.0 million, against a profit a year ago. Most of that swing is paper losses on the crypto it owns — an $18.8 million markdown this quarter against a $55.8 million gain last year. It carries no corporate debt. Its finance chief is leaving the role in the coming quarter. The Growth score sits at 13 against a baseline of 74. More clients and more assets on the platform do not square with a score that low. On the tape, BTGO is in a sweet spot. The market is trading just above both its long-term and short-term sentiment levels, the 6.97 quarterly and the 7.32 monthly. The current environment is corrective, and the structure stays constructive anywhere above last quarter’s midpoint. With the market above last quarter’s close, a hold here keeps the door open for a new advance. Only below last month’s low does the outlook downgrade to a digestive grind. Otherwise, holding structure leaves the May peak near 13 in play. The score is behind the filing. The mix inside the revenue line is why this is Medium and not High. Market insight, not advice.”

John Slazas on SOFI:

“SoFi is a digital bank built around the phone. Members borrow, save, invest, and pay through one app — personal loans, student loans, mortgages, deposits, and brokerage. It also originates loans on behalf of other lenders for a fee. The model works when a member who arrives for one product stays for a second. The second quarter set records. Net revenue was $1.2 billion, up 43% from $854.9 million a year ago. Net income was $156.6 million, up 61%. Loan originations reached $14.8 billion, up 69%. Members grew 35% to 15.8 million, and deposits reached $45.5 billion. Credit held up — the personal loan charge-off rate fell to 2.62%. The official file tells a different story. The evidence attached to SoFi reads “revenue 1.1% year over year” for this same quarter, and the Growth score sits at 13 against a baseline of 84. The company’s own earnings release says 43%. Both cannot be right, and the release is the primary source. This review corrects Growth to match it. On the tape, after a first-quarter rout in 2026, the market has been basing off the 14.20 yearly sentiment level. The new quarterly structure, with the market in the previous-quarter low and close (PQL-PQC) zone, is a negative-extreme setup that leaves room for a rebound toward the previous-quarter high (PQH). That move will either be the price peak before a drop back into a lackluster fourth quarter, or the beginning of a new transition higher toward the 2025 close (PYC), if not the 2025 high (PYH). Either way, the market is working off a lower base with defined structure at 14.20, the sentiment shift level. This is a fast-growing bank carrying a score built for a company that is standing still. One pillar, Growth. Market insight, not advice.”

John Slazas on MA: 

“Mastercard runs one of the two largest card networks in the world. It does not lend money. It moves the transaction between your bank and the store’s bank, sets the rules, and collects a small fee each time. On top of that it sells services — fraud protection, data, and consulting — to the banks and merchants on its network. The second quarter was strong across the board. Net revenue was $9.3 billion, up 14%. Net income was $4.4 billion, up 19%. Earnings per share rose 22% to $4.97. The operating margin was 60.2% — sixty cents of every revenue dollar left after running the business. Spending on its cards rose 10%, cross-border volume rose 12%, and the services business grew 20%. Safety is about how durable those earnings are. Mastercard does not lend, so credit losses land on the banks, not on the network. Yet the Safety score sits at 39 against a baseline of 94, and the evidence on file is a quarterly report from October 2022. The score is describing a company from four years ago. One item to watch. The quarter included an $82 million charge that includes a legal provision tied to its ATM rules. Legal and fee disputes are a recurring cost in this industry. Against $4.4 billion of quarterly profit, this one is small. On the tape, the structure is pivotal. Yearly, quarterly and monthly sentiment all sit positive beneath the market, and price is in a tight band around last quarter’s midpoint and close. If the market is healthy, it should hold above the 546 quarterly sentiment level and directional pivot. If it does not, it is vulnerable to a test of last quarter’s low, the validation failure point for the positive outlook. Reclaiming last month’s midpoint signals positive momentum is resuming, and a move above last quarter’s high is the validation point for an upside extension. This is a durable franchise scored on a stale file. This review raises Safety only. Market insight, not advice.”

John Slazas on PGY: 

“Pagaya sits between lenders and the investors who fund loans. Banks and auto lenders send it loan applications. Its models pick the ones to approve, and Pagaya packages those loans and sells them to investors. It earns fees as that volume moves. It is not a bank and takes no deposits. The second quarter was a good one. Network volume — the loans flowing through its system — was a record $3.5 billion, up 33%, led by auto. Net income was $45 million, up $29 million from a year ago. Operating income rose 87% to $106 million. Management raised its full-year profit guidance. Revenue grew more slowly than volume. Fee revenue was $365.6 million, up 15%. Total revenue and other income was $387 million, up 19%. And Pagaya kept less on each loan. Fees after production costs came to 4.2% of volume, down about six-tenths of a percentage point. The company pointed to its mix of loans and a higher cost of funding. The Growth score sits at 98 against a baseline of 74. A score near the ceiling says hyper-growth. Fifteen to nineteen percent revenue growth is solid. It is not that. On the tape, Pagaya pushed above the 19.32 yearly directional pivot in August, ran into the 23s, and could not hold it. The third quarter closed back underneath, and the market, at 17.92, now sits just above the 17.61 quarterly sentiment level and pivot. Holding it keeps the market stable. Losing it puts last quarter’s low near 15.70 and the 14.67 monthly sentiment level in play. It takes a move back above 19.32 to restore the positive picture. This is a well-run business with one score set too high. Growth only"

The complete, updated ranking of all 100 assets — with five-variable scores and star ratings — is live at roundtable100.com.

The Roundtable 100 is an analyst-driven ranking of 100 future-facing U.S.-accessible assets: equities listed on Nasdaq or the NYSE and digital assets available on major U.S.-accessible exchanges. Each asset is scored on five variables — Leadership, Safety, Innovation, Growth, and Market Dominance — with the Power Ranking as the average of the five. Scores change only on verifiable new information such as filings, earnings, regulatory actions and product launches, never on price action alone, and every score is defended by named analysts on Roundtable's Blue Ribbon Committee. Membership of the 100 is fixed between quarterly rebalances; ranks move weekly, membership does not. The ranking refreshes every Friday after the U.S. market close.

The Roundtable 100 is published by RTB Digital, Inc. (NASDAQ: RTB) for informational purposes only and is not investment advice, an offer, or a recommendation to buy or sell any security or digital asset. Rankings reflect the views of Roundtable analysts as of the ranking date. Committee members may hold positions in ranked assets. Investing involves risk, including loss of principal.