Several Semiconductor names are either breaking out or testing multi-decade resistance levels right now, driven by current AI super-cycle momentum. Some names i’ll be keeping tabs on. Bullish !!!
$AMKR — OSAT / packaging.
$COHU — test and inspection equipment.
$KLIC — assembly and packaging equipment.
$UCTT — process equipment / subsystems.
$MKSI — process equipment / materials handling.
$VECO — process equipment.
$ENTG — semiconductor materials.
$AIP — specialty materials.
$ON — power semis and discretes.
$DIOD — discretes and analog power.
$MCHP — microcontrollers and embedded control.
$STM — embedded, automotive, industrial IDM.
$INTC — CPU / compute IDM.
$MRVL — networking and data-center silicon.
$MXL — connectivity and broadband chips.
$NXPI — automotive, industrial, connectivity.
$UMC — foundry.
$PDFS — yield software and manufacturing analytics.
$ICHR - Wafer Fab Equipment / Process Subsystems.
Wide watchlist going into the week. Mostly B/C setups, leaders are stretched. Sizing half and sitting on cash till the A+ names digest.
$SOLS: uranium fuel chain sub-theme, breakout watch.
$SGML / $CRML: rare earth group setting up.
$VLO / $EQT / $TDW: energy names, everyone's ignoring them.
$URBN / $RVLV: apparel retail group.
Lots of earnings coming out this week, Good luck.
$SOLS