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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 · Jun 17, 05:46 AM

    Western Digital ▲ +4.22%

    Western Digital closed 681.08 (+4.22% vs 653.53). storage watchpoint.

    Tagged WDCPATTERN-03US
  2. Watchpoint US session · Jun 17, 05:46 AM

    KLA Corporation ▼ -7.44%

    KLA Corporation closed 237.33 (-7.44% vs 256.42). packaging watchpoint.

    Tagged KLACPATTERN-03US
  3. Watchpoint US session · Jun 17, 05:46 AM

    Onto Innovation ▼ -5.90%

    Onto Innovation closed 316.15 (-5.90% vs 335.96). packaging watchpoint.

    Tagged ONTOPATTERN-03US
  4. Watchpoint US session · Jun 17, 05:46 AM

    Vertiv ▼ -3.95%

    Vertiv closed 299.60 (-3.95% vs 311.93). power-cooling watchpoint.

    Tagged VRTPATTERN-03US
  5. Watchpoint US session · Jun 17, 05:46 AM

    Micron ▼ -6.18%

    Micron closed 1020.76 (-6.18% vs 1087.99). memory-hbm watchpoint.

    Tagged MUPATTERN-03US
  6. Watchpoint US session · Jun 17, 05:46 AM

    Fabrinet ▼ -7.48%

    Fabrinet closed 588.03 (-7.48% vs 635.58). optical-photonics watchpoint.

    Tagged FNPATTERN-03US
  7. Watchpoint US session · Jun 17, 05:46 AM

    Coherent ▼ -7.50%

    Coherent closed 382.81 (-7.50% vs 413.84). optical-photonics watchpoint.

    Tagged COHRPATTERN-03US
  8. Watchpoint US session · Jun 17, 05:46 AM

    Lumentum ▼ -8.55%

    Lumentum closed 875.36 (-8.55% vs 957.24). optical-photonics watchpoint.

    Tagged LITEPATTERN-03US
  9. Watchpoint US session · Jun 17, 05:46 AM

    USL (12-Month Crude Strip) ▼ -2.69%

    USL (12-Month Crude Strip) closed 48.09 (-2.69% vs 49.42). commodity watchpoint.

    Tagged USLUS
  10. Watchpoint AS · Jun 17, 05:46 AM

    🇹🇼 Taiwan Exports 51.7 ▲

    Taiwan Exports: 51.7 vs prior 39 (up vs prior).

    Tagged AW25Taiwan
  11. Watchpoint AS · Jun 17, 05:46 AM

    🇹🇼 Taiwan Trade Balance 17.91 ▲

    Taiwan Trade Balance: 17.91 vs prior 14.35 (up vs prior).

    Tagged AW25Taiwan
  12. Watchpoint US session · Jun 17, 05:46 AM

    🇺🇸 SIA Global Billings $110.5B

    SIA Global Billings: $110.5B.

    Tagged US
  13. Watchpoint US session · Jun 16, 05:45 AM

    Micron ▲ +10.84%

    Micron closed 1087.99 (+10.84% vs 981.61). memory-hbm watchpoint.

    Tagged MUPATTERN-03US
  14. Watchpoint US session · Jun 16, 05:45 AM

    Amkor Technology ▲ +3.21%

    Amkor Technology closed 85.44 (+3.21% vs 82.78). packaging watchpoint.

    Tagged AMKRPATTERN-03US
  15. Watchpoint US session · Jun 16, 05:45 AM

    Onto Innovation ▲ +3.73%

    Onto Innovation closed 335.96 (+3.73% vs 323.88). packaging watchpoint.

    Tagged ONTOPATTERN-03US
  16. Watchpoint US session · Jun 16, 05:45 AM

    Eaton ▲ +4.00%

    Eaton closed 407.06 (+4.00% vs 391.39). power-cooling watchpoint.

    Tagged ETNPATTERN-03US
  17. Watchpoint US session · Jun 16, 05:45 AM

    Western Digital ▲ +16.09%

    Western Digital closed 653.53 (+16.09% vs 562.93). storage watchpoint.

    Tagged WDCPATTERN-03US
  18. Watchpoint US session · Jun 16, 05:45 AM

    USL (12-Month Crude Strip) ▼ -2.83%

    USL (12-Month Crude Strip) closed 49.42 (-2.83% vs 50.86). commodity watchpoint.

    Tagged USLUS
  19. Watchpoint US session · Jun 16, 05:45 AM

    Coherent ▲ +7.48%

    Coherent closed 413.84 (+7.48% vs 385.03). optical-photonics watchpoint.

    Tagged COHRPATTERN-03US
  20. Watchpoint US session · Jun 16, 05:45 AM

    Fabrinet ▲ +4.02%

    Fabrinet closed 635.58 (+4.02% vs 611.01). optical-photonics watchpoint.

    Tagged FNPATTERN-03US