BNN Bloomberg
🏢 Bell Media
May 13, 2026
· 6 min read
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Nicholas Mersch’s Top Picks for May 13, 2026 - BNN Bloomberg
Original article ↗B.I.A.S. ANALYSIS
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LEFTCENTERRIGHT
Signal breakdown
Heuristic (v1/v3)
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ML v2 (DistilBERT)
0.000 · CENTER
Ensemble
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🏦 Source Intelligence
Rolling outlet bias
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avg -0.031
3,173 articles tracked
7-day bias trend
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Article Excerpt
Nicholas Mersch, Portfolio Manager, Purpose Investments
Focus: Technology stocks
Top Picks: Micron, Lumentum, Vicor
MARKET OUTLOOK:
We are still structurally underbuilt AI infrastructure.
This showed up in a big way in a certain pocket of the market (semiconductors) as more fuel was added to the fire when two key things happened over earnings period:
Capex numbers got bumped up again.
Hardware now has all the pricing power.
There’s a very interesting thing going on in the supply chain here, but you need to zoom out before zooming in to understand what is driving this supply and demand i…
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How we scored this article
WTF uses a two-tier system: every article gets a heuristic bias score from keyword analysis, and priority articles (high overlap across 3+ outlets or strong heuristic signal) get full LLM analysis from B.I.A.S. and V.E.R.I.F.Y.
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