$SMTC 0.51 Developing

Notable posts

• @Venu_7_ bullish 312 eng

  The index has gone sideways for three months. Most people see that as dead money. William O'Neil saw it as the most important research window of the cycle. While the market chops, the next leaders are quietly building bases. When the market turns, they are the first stocks out. Here is what to look for: - The stock is holding above its 50-day line while the index struggles - Its relative strength line is at or near new highs, meaning it is outperforming a flat market - It is forming a recognizable base near its highs: cup with handle, flat base, or double bottom - Volume dries up inside the base. The sellers are running out. - Earnings and sales growth are still accelerating underneath That is your watchlist for the next leg: $NBIS $SMTC $INTC $BE $GLW $CRM $NOW $PLTR $ABNB $FIVN $TEAM $CRWD $NET $TWLO $FROG $FTNT $PANW $RBRK $HPE $DELL $HPQ $ANET $APH $COHU $MRVL $AMD $NVDA $MU $SNDK $U $NTAP $FORM You do not need to predict when the market turns. You need to have the list ready for when it does. The index tells you when. The stocks holding up best tell you what.

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• @Venu_7_ bullish 271 eng

  The market is quietly preparing for its next major window of opportunity. Why I think we’re getting close: - Nearly 4 months of consolidation - Breadth has continued to weaken - Sentiment has been terrible - More leaders are quietly building solid bases Pay attention to the leaders and ignore the noise for the next couple of months. AI Infra / Semis: $NBIS $SMTC $ASX $MXL $INTC $BE $GLW $ANET $APH $COHU $MRVL $AMD $NVDA $MU $SNDK $NTAP $FORM $IMOS $VIAV $CLS $KEYS $SKHY $VICR $HPQ $HPE $DELL $TER Software / AI: $SHOP $ZETA $CRM $NOW $PLTR $ABNB $FIVN $TEAM $TWLO $FROG $U $SNOW $DDOG Cybersecurity / Cloud: $CRWD $NET $FTNT $PANW $RBRK $S Crypto: HOOD MSTR IBIT ETHA COIN CRCL Do the homework now. When the window opens, you want to be ready to capitalize.

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• @Venu_7_ bullish 193 eng

  Cups everywhere in Semi land. $NVDA $NBIS $COHU $SMTC https://t.co/yVSJJ2STmA

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• @Venu_7_ bullish 163 eng

  Want to find potential market leaders BEFORE their major moves? Study CAN SLIM. CAN SLIM is one of my favorite frameworks for finding potential market leaders, introduced by legendary William O’Neil. C - Current earnings growth A - Annual earnings growth N - New products, catalysts or new highs S - Supply + demand L - Leaders, not laggards I - Institutional sponsorship M - Market direction I spent some time screening AI + Tech names using this framework, while also looking for strong relative strength + stocks still building bases rather than chasing extended breakouts. A few names on my radar: $NVDA $ANET $PLTR $CRWD $MU $RBRK $NET $FTNT $PANW $LITE $SMTC $AMD $CLS $NOW $SNOW $DDOG $CRDO $FORM $HPE $COHU $VICR $FPS $IMOS $ASML $TSM Not every name will check every CAN SLIM box at the same time - and even the best company can be a bad entry if you’re chasing it after a major move. The real edge is finding companies where earnings are accelerating + relative strength is improving + institutions are accumulating while the stock is still building a healthy base. That’s when I want the name on my radar Fundamentals tell me WHAT to own. Technicals tell me WHEN to build the position.

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• @TrendSpider neutral 188 eng

  We scanned the entire Russell 2000... Only 25 stocks pass the CANSLIM scan while outperforming at least 90% of S&P 500 stocks They are: $PGEN $SEI $FLYW $UFCS $PTGX $NUTX $RDVT $LTH $NEO $JXN $WTTR $WT $TENB $LFST $IOVA $STGW $OSCR $CDNA $OPRT $IMAX $ATRC $GKOS $HRTG $SMTC $SSRM

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• @Venu_7_ bullish 134 eng

  Semi/AI trade working on the right side of the base: $BE - S&P 500 addition + Pelosi + AI energy bottleneck $NBIS - second gap fill complete, testing the 9-day EMA $SMTC - one of the strongest semiconductor names $INTC - building a mini base after a historic run https://t.co/5k890HRAZQ

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• @BULLOFBRITAIN bearish 498 eng

  The semiconductor thesis may be broken, proceed with caution. Based on a Semianalysis report. > CPO and 800V will be delayed till 2028/29 a huge pushback in the system. > 400V will ramp as planned. > NPO potentially accelerating. This is a big break in the thesis if true. They specifically name caution in investing in companies such as $LITE, $HIMX $NVTS $WOLF Best 400V exposure > $APH > $VRT > $MX > $MPWR Best NPO > $SMTC > $MTSI > $AVGO > $AAOI Copper > $CRDO

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• @Venu_7_ bullish 108 eng

  Tight flags & cups are showing up across the AI infrastructure layer. $ANET - Networking $APH - Connectivity $SMTC - High-speed connectivity $BE - Power Different layers of the same AI buildout. https://t.co/JEH9xFWRjK

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