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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 2, 05:48 AM

    Western Digital ▼ -6.32%

    Western Digital closed 598.37 (-6.32% vs 638.72). storage watchpoint.

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

    KLA Corporation ▼ -11.77%

    KLA Corporation closed 266.19 (-11.77% vs 301.71). packaging watchpoint.

    Tagged KLACPATTERN-03US
  3. Watchpoint US session · Jul 2, 05:48 AM

    Onto Innovation ▼ -7.16%

    Onto Innovation closed 351.36 (-7.16% vs 378.45). packaging watchpoint.

    Tagged ONTOPATTERN-03US
  4. Watchpoint US session · Jul 2, 05:48 AM

    Amkor Technology ▼ -7.24%

    Amkor Technology closed 79.99 (-7.24% vs 86.23). packaging watchpoint.

    Tagged AMKRPATTERN-03US
  5. Watchpoint US session · Jul 2, 05:48 AM

    Eaton ▼ -3.24%

    Eaton closed 412.31 (-3.24% vs 426.12). power-cooling watchpoint.

    Tagged ETNPATTERN-03US
  6. Watchpoint US session · Jul 2, 05:48 AM

    Vertiv ▼ -6.99%

    Vertiv closed 311.42 (-6.99% vs 334.82). power-cooling watchpoint.

    Tagged VRTPATTERN-03US
  7. Watchpoint US session · Jul 2, 05:48 AM

    Micron ▼ -10.57%

    Micron closed 1032.28 (-10.57% vs 1154.29). memory-hbm watchpoint.

    Tagged MUPATTERN-03US
  8. Watchpoint US session · Jul 2, 05:48 AM

    Coherent ▼ -6.55%

    Coherent closed 368.65 (-6.55% vs 394.47). optical-photonics watchpoint.

    Tagged COHRPATTERN-03US
  9. Watchpoint US session · Jul 2, 05:48 AM

    Lumentum ▼ -6.63%

    Lumentum closed 801.16 (-6.63% vs 858.06). optical-photonics watchpoint.

    Tagged LITEPATTERN-03US
  10. Watchpoint US session · Jul 2, 05:48 AM

    TLT (20+ Year Treasuries) ▼ -1.04%

    TLT (20+ Year Treasuries) closed 85.52 (-1.04% vs 86.42). rates watchpoint.

    Tagged TLTUS
  11. Watchpoint AS · Jul 2, 05:47 AM

    🇰🇷 Korea Exports 70.9 ▲

    Korea Exports: 70.9 vs prior 53.4 (up vs prior).

    Tagged HALOKorea
  12. Watchpoint AS · Jul 2, 05:47 AM

    🇰🇷 Korea Trade Balance 36.15 ▲

    Korea Trade Balance: 36.15 vs prior 26.95 (up vs prior).

    Tagged HALOKorea
  13. Watchpoint US session · Jul 1, 05:46 AM

    Amkor Technology ▲ +4.72%

    Amkor Technology closed 86.23 (+4.72% vs 82.34). packaging watchpoint.

    Tagged AMKRPATTERN-03US
  14. Watchpoint US session · Jul 1, 05:46 AM

    KLA Corporation ▲ +8.38%

    KLA Corporation closed 301.71 (+8.38% vs 278.39). packaging watchpoint.

    Tagged KLACPATTERN-03US
  15. Watchpoint US session · Jul 1, 05:46 AM

    Onto Innovation ▲ +7.68%

    Onto Innovation closed 378.45 (+7.68% vs 351.45). packaging watchpoint.

    Tagged ONTOPATTERN-03US
  16. Watchpoint US session · Jul 1, 05:46 AM

    Eaton ▲ +4.37%

    Eaton closed 426.12 (+4.37% vs 408.26). power-cooling watchpoint.

    Tagged ETNPATTERN-03US
  17. Watchpoint US session · Jul 1, 05:46 AM

    TLT (20+ Year Treasuries) ▼ -1.18%

    TLT (20+ Year Treasuries) closed 86.42 (-1.18% vs 87.45). rates watchpoint.

    Tagged TLTUS
  18. Watchpoint US session · Jul 1, 05:46 AM

    Fabrinet ▲ +6.41%

    Fabrinet closed 562.08 (+6.41% vs 528.23). optical-photonics watchpoint.

    Tagged FNPATTERN-03US
  19. Watchpoint US session · Jul 1, 05:46 AM

    Vertiv ▲ +9.07%

    Vertiv closed 334.82 (+9.07% vs 306.97). power-cooling watchpoint.

    Tagged VRTPATTERN-03US
  20. Watchpoint US session · Jul 1, 05:46 AM

    🇺🇸 SIA Global Billings $110.5B

    SIA Global Billings: $110.5B.

    Tagged US