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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 11, 05:47 AM

    Eaton ▼ -6.54%

    Eaton closed 375.46 (-6.54% vs 401.72). power-cooling watchpoint.

    Tagged ETNPATTERN-03US
  2. Watchpoint US session · Jun 11, 05:47 AM

    Micron ▼ -4.70%

    Micron closed 891.88 (-4.70% vs 935.89). memory-hbm watchpoint.

    Tagged MUPATTERN-03US
  3. Watchpoint US session · Jun 11, 05:47 AM

    Lumentum ▲ +3.83%

    Lumentum closed 853.26 (+3.83% vs 821.76). optical-photonics watchpoint.

    Tagged LITEPATTERN-03US
  4. Watchpoint US session · Jun 11, 05:47 AM

    USL (12-Month Crude Strip) ▲ +2.33%

    USL (12-Month Crude Strip) closed 53.60 (+2.33% vs 52.38). commodity watchpoint.

    Tagged USLUS
  5. Watchpoint AS · Jun 11, 05:46 AM

    🇹🇼 Taiwan Exports 51.7 ▲

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

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

    🇹🇼 Taiwan Trade Balance 17.91 ▲

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

    Tagged AW25Taiwan
  7. Watchpoint US session · Jun 11, 05:46 AM

    🇺🇸 SIA Global Billings $110.5B

    SIA Global Billings: $110.5B.

    Tagged US
  8. Watchpoint US session · Jun 10, 05:45 AM

    Coherent ▼ -11.44%

    Coherent closed 355.94 (-11.44% vs 401.93). optical-photonics watchpoint.

    Tagged COHRPATTERN-03US
  9. Watchpoint US session · Jun 10, 05:45 AM

    Fabrinet ▼ -6.05%

    Fabrinet closed 586.00 (-6.05% vs 623.71). optical-photonics watchpoint.

    Tagged FNPATTERN-03US
  10. Watchpoint US session · Jun 10, 05:45 AM

    Lumentum ▼ -8.22%

    Lumentum closed 821.76 (-8.22% vs 895.40). optical-photonics watchpoint.

    Tagged LITEPATTERN-03US
  11. Watchpoint US session · Jun 10, 05:45 AM

    Amkor Technology ▲ +3.84%

    Amkor Technology closed 70.91 (+3.84% vs 68.29). packaging watchpoint.

    Tagged AMKRPATTERN-03US
  12. Watchpoint AS · Jun 10, 05:45 AM

    🇰🇷 Korea Exports 53.2 ▲

    Korea Exports: 53.2 vs prior 48 (up vs prior).

    Tagged HALOKorea
  13. Watchpoint AS · Jun 10, 05:45 AM

    🇰🇷 Korea Trade Balance 26.95 ▲

    Korea Trade Balance: 26.95 vs prior 23.76 (up vs prior).

    Tagged HALOKorea
  14. Watchpoint US session · Jun 9, 05:45 AM

    Cadence Design Systems ▲ +4.80%

    Cadence Design Systems closed 394.24 (+4.80% vs 376.19). eda watchpoint.

    Tagged CDNSPATTERN-03US
  15. Watchpoint US session · Jun 9, 05:45 AM

    Micron ▲ +9.87%

    Micron closed 949.28 (+9.87% vs 864.01). memory-hbm watchpoint.

    Tagged MUPATTERN-03US
  16. Watchpoint US session · Jun 9, 05:45 AM

    Coherent ▲ +6.62%

    Coherent closed 401.93 (+6.62% vs 376.99). optical-photonics watchpoint.

    Tagged COHRPATTERN-03US
  17. Watchpoint US session · Jun 9, 05:45 AM

    Lumentum ▲ +3.68%

    Lumentum closed 895.40 (+3.68% vs 863.66). optical-photonics watchpoint.

    Tagged LITEPATTERN-03US
  18. Watchpoint US session · Jun 9, 05:45 AM

    Amkor Technology ▲ +5.14%

    Amkor Technology closed 68.29 (+5.14% vs 64.95). packaging watchpoint.

    Tagged AMKRPATTERN-03US
  19. Watchpoint US session · Jun 9, 05:45 AM

    KLA Corporation ▲ +9.27%

    KLA Corporation closed 2108.06 (+9.27% vs 1929.20). packaging watchpoint.

    Tagged KLACPATTERN-03US
  20. Watchpoint US session · Jun 9, 05:45 AM

    Onto Innovation ▲ +6.22%

    Onto Innovation closed 268.99 (+6.22% vs 253.24). packaging watchpoint.

    Tagged ONTOPATTERN-03US