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Tape · Live

Tape.

Price-action news for the names we cover, surfaced from the noise. Not what CNBC leads with; not what's buried at the bottom of the Bloomberg wire. The thread that moves our universe.

Methodology

  1. Market wrap US session · Jun 23, 01:15 PM

    Into US open: S&P futures -0.31%, DAX -0.93% — KOSPI -6.2% drags Asia

    KOSPI -6.2% drags Asia. SPY -0.31% · VIX 19.5.

  2. The day ahead US session · Jun 23, 01:00 PM

    Tuesday setup · 0 macro · 1 universe earnings

    1 universe earnings reporting today. No major macro.

  3. Watchpoint US session · Jun 23, 05:45 AM

    Amkor Technology ▲ +3.42%

    Amkor Technology closed 93.55 (+3.42% vs 90.46). packaging watchpoint.

    Tagged AMKRPATTERN-03US
  4. Watchpoint US session · Jun 23, 05:45 AM

    KLA Corporation ▲ +3.70%

    KLA Corporation closed 269.16 (+3.70% vs 259.56). packaging watchpoint.

    Tagged KLACPATTERN-03US
  5. Watchpoint US session · Jun 23, 05:45 AM

    Onto Innovation ▲ +4.23%

    Onto Innovation closed 347.87 (+4.23% vs 333.76). packaging watchpoint.

    Tagged ONTOPATTERN-03US
  6. Watchpoint US session · Jun 23, 05:45 AM

    Micron ▲ +6.82%

    Micron closed 1211.38 (+6.82% vs 1133.99). memory-hbm watchpoint.

    Tagged MUPATTERN-03US
  7. Watchpoint US session · Jun 23, 05:45 AM

    Coherent ▲ +9.22%

    Coherent closed 425.48 (+9.22% vs 389.57). optical-photonics watchpoint.

    Tagged COHRPATTERN-03US
  8. Watchpoint US session · Jun 23, 05:45 AM

    Fabrinet ▲ +7.55%

    Fabrinet closed 617.09 (+7.55% vs 573.76). optical-photonics watchpoint.

    Tagged FNPATTERN-03US
  9. Watchpoint US session · Jun 23, 05:45 AM

    Lumentum ▲ +5.17%

    Lumentum closed 893.93 (+5.17% vs 850.00). optical-photonics watchpoint.

    Tagged LITEPATTERN-03US
  10. Watchpoint US session · Jun 23, 05:45 AM

    Eaton ▲ +3.32%

    Eaton closed 435.78 (+3.32% vs 421.77). power-cooling watchpoint.

    Tagged ETNPATTERN-03US
  11. Watchpoint US session · Jun 23, 05:45 AM

    Vertiv ▲ +7.48%

    Vertiv closed 357.96 (+7.48% vs 333.05). power-cooling watchpoint.

    Tagged VRTPATTERN-03US
  12. Market wrap AS · Jun 23, 05:30 AM

    Asia close: Nikkei -1.72%, KOSPI -6.18% — KOSPI -6.2% drags Asia

    KOSPI -6.2% drags Asia. Nikkei -1.72% · HSI -1.13%.

  13. Market note AH · Jun 22, 11:40 PM

    Money Temperature · Mixed / transitional — 2 heating / 2 cooling

    Regime read: Mixed / transitional (low). Largest swing: De-dollarization -39.00 (cooling).

  14. Cross-asset AH · Jun 22, 10:00 PM

    Cross-asset day: VIX 17.3, DXY 101.02, 10Y 4.45% — mixed regime

    VIX at 17.3 — mixed.

  15. Market note AH · Jun 22, 09:24 PM

    AW25 · Relative strength — SHOP 1.83 / FSLY -0.26

    June 22, 2026: SHOP tops the AW25 relative-strength ranking at 1.83, FSLY sits at -0.26 (measured over the last 36 selloff sessions).

  16. Market note AH · Jun 22, 09:24 PM

    AW25 · Temperature leaders — QCOM 77 / WDAY 32

    June 22, 2026: QCOM tops the AW25 temperature ranking at 77, WDAY sits at 32. Composite of position, momentum, volume, volatility, fragility.

  17. Market note AH · Jun 22, 09:18 PM

    Euro-AI 50 · 1-month leaders — ARM +96.93% / HAG.DE -17.75%

    Through June 22, 2026: ARM Holdings leads Euro-AI 50 over the last 21 sessions at +96.93%, Hensoldt trails at -17.75%. 58/65 constituents covered.

  18. Market note AH · Jun 22, 09:15 PM

    Euro-AI 50 · Daily leaders — VWS.CO +7.75% / TIETO.HE -6.99%

    Through June 22, 2026: Vestas leads Euro-AI 50 over the close at +7.75%, Tietoevry trails at -6.99%. 58/65 constituents covered.

  19. Market note AH · Jun 22, 09:12 PM

    HALO 100 · 1-month leaders — BIRK +41.88% / CME -18.52%

    Through June 22, 2026: Birkenstock leads HALO 100 over the last 21 sessions at +41.88%, CME Group trails at -18.52%. 95/100 constituents covered.

  20. Market note AH · Jun 22, 09:09 PM

    HALO 100 · 1-month sector leaders — FOOD +12.00% / SPACE -4.37%

    June 22, 2026: Better Food, Clean Label & Functional led HALO 100 over the last 21 sessions at +12.00% mean, Space & Satellite trailed at -4.37%.