AIEQ0.540%
as of Jul 20
GRMN
GrowthGARMIN LTD
Garmin Ltd. designs, develops, manufactures, markets, and distributes a diverse range of GPS-enabled products and navigation, communications, sensor-based, and information products and services worldwide. It offers running; cycling products; smartwatch devices; scales and monitors; and sports timing and performance analysis; Garmin Connect and Garmin Connect Mobile, which are web and mobile platforms where users can track and analyze their fitness, activities and workouts, and wellness data; and Connect IQ, which enables third parties to create applications that run on Garmin devices. It also provides adventure watches; outdoor handhelds and satellite communicators; golf devices; consumer automotive; dog devices; InReach and Gramin response; and dive devices.
Close · 3M
+0.89%
Held by 2 AI ETFs
QRFT0.110%
as of Jul 8
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals6
Win rate83% (5/6)
Avg buy return+3.29%
AIEQ · Weight increase · 2d
The weight in GRMN, after holding steady and then dipping slightly, exhibited a clear, consecutive increase from 0.51% to 0.54% over the latest recorded days, signaling a strengthening conviction. This gradual yet sustained accumulation aligns with AIEQ’s high-turnover, daily rebalancing strategy, where IBM Watson's NLP continuously processes new information from news, filings, and social posts. At $249.56, near its 52-week high, GRMN's 15.71% revenue growth and 19.93% ROE likely provided a solid fundamental basis for the positive sentiment that Watson detected. The incremental additions suggest Watson identified evolving positive signals, allowing EquBot's risk overlay to increase exposure to a stock with established performance in the Consumer Discretionary sector.
weight 0.510% → 0.540% (+0.030 pp)·stock up 6.2% in the 30 days before
Jul 19·entry $244.79·now $244.79Fresh
0.00%
since Jul 19
AIEQ · Weight decrease · 2d
Garmin shares, trading at $237.64 and sitting at 89% of their 52-week high after a recent 30-day gain of 3.9%, experienced a drastic weight reduction by AIEQ, falling from 4.21% to 0.51%. This AI-driven ETF, which rebalances daily and processes thousands of US equities through IBM Watson's NLP engine, likely identified a significant negative shift in sentiment or fundamental outlook. Despite Garmin's 15.71% revenue growth and 19.93% ROE, the NLP's analysis of news, filings, and social posts evidently flagged deteriorating conditions, leading to a downgrade in its daily ranking. The prior days' gradual weight decreases, followed by this sharp cut, indicate EquBot's risk overlay swiftly adjusted exposure based on the evolving textual data inputs, prioritizing a defensive posture for this Consumer Discretionary stock.
weight 4.230% → 0.510% (-3.720 pp)·stock up 0.4% in the 30 days before
Jul 1·entry $237.64·now $244.79
+3.01%
since Jul 1
AIEQ · Weight decrease · 2d
GRMN's financial profile, featuring a PER of 27.64, PBR of 4.41, 15.71% revenue growth, and 19.93% ROE, positions it within AIEQ's broad market, fundamentals-plus-sentiment hybrid selection criteria, indicating a company with solid metrics. The consecutive weight decrease observed from 4.28% to 4.23% between June 26 and June 28, 2026, occurred as GRMN traded at $232.51, 87% of its 52-week high, alongside recent 30-day and 90-day returns of -0.8% and -2.1% respectively. Amplify ETFs' AIEQ, utilizing IBM Watson NLP for continuous data analysis and EquBot's risk overlay for position adjustments, likely registered a subtle change in sentiment or an elevated perceived risk for this Consumer Discretionary company at this valuation level. With its high-turnover, daily rebalancing strategy, AIEQ's system then made a swift, measured reduction in exposure to GRMN based on its nuanced evaluation.
weight 4.360% → 4.230% (-0.130 pp)·stock down 2.3% in the 30 days before
Jun 28·entry $233.76·now $244.79
+4.72%
since Jun 28
AIEQ · Weight increase · 2d
GRMN's 15.71% revenue growth and 19.93% return on equity present a picture of underlying fundamental strength, fitting AIEQ's hybrid investment style. Despite a PER of 27.64 and PBR of 4.41, a distinct shift occurred as AIEQ increased GRMN's weight consecutively on June 24th and 25th. This move suggests IBM Watson NLP likely identified a positive change in sentiment, derived from news, filings, or social posts, complementing the existing fundamentals for the Consumer Discretionary company. The rebalancing action took place while GRMN, priced at $235.41, was trading at 88% of its 52-week high, after registering positive 30, 90, and 1-year returns, indicating a perceived accumulation opportunity. This daily rebalanced fund quickly adjusted its exposure to capitalize on these combined signals.
weight 4.180% → 4.360% (+0.180 pp)·stock down 1.3% in the 30 days before
Jun 25·entry $235.41·now $244.79Drifting
+3.98%
since Jun 25
AIEQ · Weight decrease · 2d
AIEQ incorporates GRMN's financial data, such as its 15.71% revenue growth, 19.93% ROE, PER of 26.25, and PBR of 4.41, as foundational elements within its "broad market, fundamentals + sentiment hybrid" selection criteria. The consecutive weight decrease in GRMN, observed from June 16th to 17th, coincided with the stock's recent -4.5% 30-day return, placing its current $231.89 price at 87% of its 52-week high. IBM Watson NLP, which analyzes news, filings, transcripts, and social posts for AIEQ's daily ranking of 140-180 US stocks, likely detected a sustained shift in sentiment or a reduced relative attractiveness for GRMN during this period. This dynamic adjustment reflects EquBot's risk overlay converting daily insights into positions, causing the daily rebalancing to reduce exposure to the Consumer Discretionary company.
weight 4.260% → 4.180% (-0.080 pp)·stock up 2.2% in the 30 days before
Jun 17·entry $231.89·now $244.79
+5.56%
since Jun 17
AIEQ · Weight increase · 2d
weight 4.210% → 4.290% (+0.080 pp)·stock down 2.6% in the 30 days before
Jun 7·entry $235.23·now $244.79Drifting
+4.06%
since Jun 7
AIEQ · New entry · 1d
GRMN's recent 12.5% price decline over the past 30 days, placing it at $233.92 (87% of its 52-week high), likely registered as a favorable entry point for the AI-managed ETF. IBM Watson's NLP engine, which daily analyzes news, social posts, and corporate filings, likely identified an uptick in positive sentiment or emerging fundamental drivers for Garmin, potentially contradicting the short-term price trajectory. The underlying business strength, evidenced by 15.71% revenue growth and 19.93% return on equity, would have provided a strong fundamental backdrop for the system's decision. This confluence of factors prompted AIEQ, known for its frequent daily rebalances, to establish a substantial 4.0500% position on May 30th, reflecting the AI's conviction in the company at its current valuation.
weight 0 → 4.050% (new)·stock down 7.6% in the 30 days before
May 30·entry $236.80·now $244.79Drifting
+3.37%
since May 30
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Jul 19
The AI ETFs AIEQ and QRFT are currently holding Garmin, with AIEQ showing a recent trend of increasing its weight in the stock. This activity suggests the AI models perceive value or positive momentum in Garmin, which stands in contrast to this framework's 'Fail' verdict due to valuation concerns and unconfirmed financial health.
- Circle of CompetenceGarmin's diversified portfolio across aviation, marine, auto, fitness, and outdoor segments, with specialized products, allows for reasonably predictable unit economics over a ten-year horizon.
- Economic MoatGarmin possesses a durable moat primarily through strong brand power, high switching costs in its professional aviation and marine segments, and technological leadership in its specialized niches.
- ManagementThe provided data does not offer sufficient information to assess management's candor, capital allocation discipline, or skin in the game.
- Financial HealthCrucial data regarding 10-year average ROE consistency, operating margins, debt manageability, and owner earnings is not available to fully assess financial health, which materially undermines the investment thesis.
- Margin of SafetyThe current valuation multiples, including a PER of 27.72 and EV/EBITDA of 31.58, suggest the market may be pricing in significant future growth, making it difficult to identify a defensible margin of safety.
Garmin demonstrates a robust business within a predictable circle of competence, protected by a strong economic moat in its specialized markets. However, the available data does not allow for a full assessment of its financial health or management's capital allocation, and the current valuation multiples indicate a lack of sufficient margin of safety. Consequently, the company receives a 'Fail' verdict under this framework.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.