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Watchpoints — Leading-indicator events

Leading-indicator events that matter to our thesis but rarely make the front page — TSMC monthly revenue, SK Hynix monthly memory shipments, Samsung Foundry monthly, Taiwan exports, Korea trade preliminary, SIA monthly billings.

All entries  ·  Methodology

  1. Watchpoint US session · Jul 22, 05:48 AM

    Western Digital ▲ +12.51%

    Western Digital closed 548.39 (+12.51% vs 487.42). storage watchpoint.

    Tagged WDCPATTERN-03US
  2. Watchpoint US session · Jul 22, 05:48 AM

    KLA Corporation ▲ +4.80%

    KLA Corporation closed 217.56 (+4.80% vs 207.60). packaging watchpoint.

    Tagged KLACPATTERN-03US
  3. Watchpoint US session · Jul 22, 05:48 AM

    Onto Innovation ▲ +7.36%

    Onto Innovation closed 299.05 (+7.36% vs 278.54). packaging watchpoint.

    Tagged ONTOPATTERN-03US
  4. Watchpoint US session · Jul 22, 05:48 AM

    Amkor Technology ▲ +6.67%

    Amkor Technology closed 66.73 (+6.67% vs 62.56). packaging watchpoint.

    Tagged AMKRPATTERN-03US
  5. Watchpoint US session · Jul 22, 05:48 AM

    Cadence Design Systems ▲ +4.46%

    Cadence Design Systems closed 344.64 (+4.46% vs 329.93). eda watchpoint.

    Tagged CDNSPATTERN-03US
  6. Watchpoint US session · Jul 22, 05:48 AM

    Vertiv ▲ +4.40%

    Vertiv closed 304.50 (+4.40% vs 291.67). power-cooling watchpoint.

    Tagged VRTPATTERN-03US
  7. Watchpoint US session · Jul 22, 05:48 AM

    Micron ▲ +12.17%

    Micron closed 970.82 (+12.17% vs 865.46). memory-hbm watchpoint.

    Tagged MUPATTERN-03US
  8. Watchpoint US session · Jul 22, 05:48 AM

    Fabrinet ▲ +6.69%

    Fabrinet closed 527.35 (+6.69% vs 494.26). optical-photonics watchpoint.

    Tagged FNPATTERN-03US
  9. Watchpoint US session · Jul 22, 05:48 AM

    Coherent ▲ +11.15%

    Coherent closed 317.22 (+11.15% vs 285.40). optical-photonics watchpoint.

    Tagged COHRPATTERN-03US
  10. Watchpoint US session · Jul 22, 05:48 AM

    Lumentum ▲ +9.41%

    Lumentum closed 837.56 (+9.41% vs 765.55). optical-photonics watchpoint.

    Tagged LITEPATTERN-03US
  11. Watchpoint US session · Jul 22, 05:47 AM

    🇺🇸 SIA Global Billings $120.6B

    SIA Global Billings: $120.6B.

    Tagged US
  12. Watchpoint US session · Jul 22, 05:47 AM

    🇺🇸 SIA Global Billings $110.5B

    SIA Global Billings: $110.5B.

    Tagged US
  13. Watchpoint US session · Jul 21, 05:46 AM

    Fabrinet ▲ +3.32%

    Fabrinet closed 494.26 (+3.32% vs 478.39). optical-photonics watchpoint.

    Tagged FNPATTERN-03US
  14. Watchpoint US session · Jul 21, 05:46 AM

    Lumentum ▲ +4.47%

    Lumentum closed 765.55 (+4.47% vs 732.82). optical-photonics watchpoint.

    Tagged LITEPATTERN-03US
  15. Watchpoint US session · Jul 20, 05:47 AM

    KLA Corporation ▼ -3.02%

    KLA Corporation closed 212.75 (-3.02% vs 219.37). packaging watchpoint.

    Tagged KLACPATTERN-03US
  16. Watchpoint US session · Jul 20, 05:47 AM

    Cadence Design Systems ▼ -9.47%

    Cadence Design Systems closed 330.11 (-9.47% vs 364.65). eda watchpoint.

    Tagged CDNSPATTERN-03US
  17. Watchpoint US session · Jul 20, 05:47 AM

    Fabrinet ▲ +3.95%

    Fabrinet closed 478.39 (+3.95% vs 460.19). optical-photonics watchpoint.

    Tagged FNPATTERN-03US
  18. Watchpoint US session · Jul 20, 05:47 AM

    Lumentum ▲ +3.77%

    Lumentum closed 732.82 (+3.77% vs 706.23). optical-photonics watchpoint.

    Tagged LITEPATTERN-03US
  19. Watchpoint US session · Jul 20, 05:47 AM

    USL (12-Month Crude Strip) ▲ +2.29%

    USL (12-Month Crude Strip) closed 50.48 (+2.29% vs 49.35). commodity watchpoint.

    Tagged USLUS
  20. Watchpoint US session · Jul 20, 05:46 AM

    🇺🇸 SIA Global Billings $120.6B

    SIA Global Billings: $120.6B.

    Tagged US