Tape · Category
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.
No entries yet for Watchpoints.
The feed updates as cards land. Tape generators run weekdays on the cron schedule documented in the methodology.
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🇺🇸 SIA Global Billings $88.8B
SIA Global Billings: $88.8B.
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🇹🇼 Taiwan Export Orders 48.1 ▼
Taiwan Export Orders: 48.1 vs prior 65.9 (down vs prior).
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🇺🇸 SIA Global Billings $82.5B
SIA Global Billings: $82.5B.
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KLA Corporation ▲ +5.11%
KLA Corporation closed 1829.47 (+5.11% vs 1740.58). packaging watchpoint.
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Onto Innovation ▲ +6.06%
Onto Innovation closed 263.12 (+6.06% vs 248.08). packaging watchpoint.
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Amkor Technology ▲ +4.50%
Amkor Technology closed 68.49 (+4.50% vs 65.54). packaging watchpoint.
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Cadence Design Systems ▲ +3.78%
Cadence Design Systems closed 350.89 (+3.78% vs 338.12). eda watchpoint.
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Micron ▲ +4.76%
Micron closed 731.99 (+4.76% vs 698.74). memory-hbm watchpoint.
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USL (12-Month Crude Strip) ▼ -3.77%
USL (12-Month Crude Strip) closed 54.40 (-3.77% vs 56.53). commodity watchpoint.
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TLT (20+ Year Treasuries) ▲ +1.07%
TLT (20+ Year Treasuries) closed 83.91 (+1.07% vs 83.02). rates watchpoint.
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🇹🇼 Taiwan Exports 39 ▼
Taiwan Exports: 39 vs prior 61.8 (down vs prior).
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🇹🇼 Taiwan Trade Balance 14.35 ▼
Taiwan Trade Balance: 14.35 vs prior 21.27 (down vs prior).
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Vertiv ▼ -5.03%
Vertiv closed 322.63 (-5.03% vs 339.73). power-cooling watchpoint.
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Fabrinet ▼ -3.21%
Fabrinet closed 677.75 (-3.21% vs 700.26). optical-photonics watchpoint.
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Amkor Technology ▼ -6.13%
Amkor Technology closed 66.04 (-6.13% vs 70.35). packaging watchpoint.
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Onto Innovation ▼ -6.34%
Onto Innovation closed 254.53 (-6.34% vs 271.77). packaging watchpoint.
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Western Digital ▼ -4.84%
Western Digital closed 458.68 (-4.84% vs 482.02). storage watchpoint.
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Micron ▼ -5.95%
Micron closed 681.54 (-5.95% vs 724.66). memory-hbm watchpoint.
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Fabrinet ▼ -3.02%
Fabrinet closed 700.26 (-3.02% vs 722.04). optical-photonics watchpoint.
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Eaton ▼ -4.40%
Eaton closed 381.87 (-4.40% vs 399.44). power-cooling watchpoint.