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.
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Watchpoint US session · Aug 3, 05:47 AM
Onto Innovation ▲ +3.22%
Onto Innovation closed 258.58 (+3.22% vs 250.52). packaging watchpoint.
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Watchpoint US session · Aug 3, 05:47 AM
Amkor Technology ▲ +3.34%
Amkor Technology closed 49.87 (+3.34% vs 48.26). packaging watchpoint.
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Watchpoint US session · Aug 3, 05:47 AM
Eaton ▲ +7.32%
Eaton closed 415.20 (+7.32% vs 386.89). power-cooling watchpoint.
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Watchpoint US session · Aug 3, 05:47 AM
Vertiv ▲ +6.18%
Vertiv closed 241.57 (+6.18% vs 227.50). power-cooling watchpoint.
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Watchpoint US session · Aug 3, 05:47 AM
Micron ▼ -5.90%
Micron closed 823.03 (-5.90% vs 874.66). memory-hbm watchpoint.
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Watchpoint US session · Aug 3, 05:47 AM
Coherent ▲ +5.55%
Coherent closed 262.89 (+5.55% vs 249.06). optical-photonics watchpoint.
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Watchpoint AS · Aug 3, 05:46 AM
🇰🇷 SK Hynix Earnings EPS $131478.00
SK Hynix Earnings: EPS $131478.00 vs prior Est $70975.39.
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Watchpoint AS · Aug 3, 05:46 AM
🇹🇼 Taiwan Export Orders 59.4 ▲
Taiwan Export Orders: 59.4 vs prior 47.2 (up vs prior).
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Watchpoint US session · Aug 3, 05:46 AM
🇺🇸 SIA Global Billings $120.6B
SIA Global Billings: $120.6B.
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Watchpoint US session · Aug 3, 05:46 AM
🇺🇸 SIA Global Billings $110.5B
SIA Global Billings: $110.5B.
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Watchpoint US session · Jul 30, 05:47 AM
KLA Corporation ▼ -10.80%
KLA Corporation closed 170.19 (-10.80% vs 190.80). packaging watchpoint.
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Watchpoint US session · Jul 30, 05:47 AM
Onto Innovation ▼ -9.75%
Onto Innovation closed 218.31 (-9.75% vs 241.89). packaging watchpoint.
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Watchpoint US session · Jul 30, 05:47 AM
Amkor Technology ▼ -6.48%
Amkor Technology closed 42.73 (-6.48% vs 45.69). packaging watchpoint.
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Watchpoint US session · Jul 30, 05:47 AM
Cadence Design Systems ▼ -3.47%
Cadence Design Systems closed 332.76 (-3.47% vs 344.72). eda watchpoint.
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Watchpoint US session · Jul 30, 05:47 AM
Eaton ▼ -6.31%
Eaton closed 361.88 (-6.31% vs 386.26). power-cooling watchpoint.
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Watchpoint US session · Jul 30, 05:47 AM
Vertiv ▼ -17.26%
Vertiv closed 223.04 (-17.26% vs 269.56). power-cooling watchpoint.
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Watchpoint US session · Jul 30, 05:47 AM
Micron ▼ -9.94%
Micron closed 739.00 (-9.94% vs 820.53). memory-hbm watchpoint.
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Watchpoint US session · Jul 30, 05:47 AM
Fabrinet ▼ -7.83%
Fabrinet closed 414.50 (-7.83% vs 449.72). optical-photonics watchpoint.
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Watchpoint US session · Jul 30, 05:47 AM
Coherent ▼ -8.75%
Coherent closed 222.05 (-8.75% vs 243.33). optical-photonics watchpoint.
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Watchpoint US session · Jul 30, 05:47 AM
Lumentum ▼ -7.61%
Lumentum closed 602.35 (-7.61% vs 651.93). optical-photonics watchpoint.