| Symbol | Signal | Conf. | Why |
|---|
| SKHY | ▲ BULLISH | 90% | Temasek investment report and cash-return promises driving strong gains. |
| 005930.KS | ▲ BULLISH | 90% | Samsung surges on chip megaproject and Temasek investment reports. |
| 000660.KS | ▲ BULLISH | 90% | SK Hynix Korean listing surging on Temasek/chip fund catalysts. |
| MU | ▲ BULLISH | 85% | Reclaimed $1T cap on memory shortage rally, though lagging SK Hynix. |
| CRWV | ▲ BULLISH | 85% | Q2 beat, raised guidance, margin inflection confirmed AI infra profitability. |
| SNDK | ▲ BULLISH | 80% | SanDisk +8% on memory shortage catalysts. |
| 005935.KS | ▲ BULLISH | 80% | Samsung preferred shares track common stock rally on chip megaproject news. |
| WDC | ▲ BULLISH | 75% | Western Digital +4% on memory shortage catalyst trio. |
| NBIS | ▲ BULLISH | 75% | Nebius +15-28% on CoreWeave read-through for AI infra demand. |
| SPCX | ▲ BULLISH | 70% | SpaceX shares rose 7% on trading signal plus Norway wealth fund stake reveal. |
| SOX | ▲ BULLISH | 70% | Semiconductor index broadly lifted by memory rally and AI infra beats. |
| SOXL | ▲ BULLISH | 65% | Leveraged semis benefit from memory rally continuation. |
| INTC | ▲ BULLISH | 65% | Lip-Bu Tan's memory-CPU stacking plans and ex-SK Hynix hire signal strategic pivot. |
| SOXX | ▲ BULLISH | 65% | Semiconductor ETF lifted by sector-wide memory rally. |
| SMH | ▲ BULLISH | 65% | Semiconductor ETF benefits broadly from memory sector surge. |
| NVDA | ▲ BULLISH | 60% | Financing moves and credit market confidence reinforce AI infra dominance. |
| KORU | ▲ BULLISH | 60% | Korea-leveraged ETF benefits from KOSPI +5% surge on chip news. |
| META | ▼ BEARISH | 60% | Falling on weak technicals, underperforming Communication Services sector. |
| EWY | ▲ BULLISH | 60% | Korea ETF benefits from KOSPI surge on chip megaproject news. |
| MSFT | ▼ BEARISH | 55% | Stock pulling back after extended post-earnings run. |
| TSM | ▲ BULLISH | 50% | Broad semiconductor rally lifts foundry leader sentiment. |
| SKHU | ▲ BULLISH | 50% | Likely SK Hynix ADR/related instrument riding same rally. |
| 6723.T | ▲ BULLISH | 50% | Likely Renesas/Japan chip peer benefiting from sector rally. |
| CBRS | ▲ BULLISH | 50% | Cerebras shares rising ahead of Q2 earnings release. |
| HPQ | ▼ BEARISH | 50% | Goldman maintains Sell rating on HP despite target raise. |
| QQQ | ▼ BEARISH | 45% | Growth/tech sector under pressure from Meta/Microsoft weakness and rate risk. |
| SKHL | ▲ BULLISH | 45% | Likely SK Hynix-related listing benefiting from rally. |
| 8035.T | ▲ BULLISH | 45% | Tokyo Electron likely benefits from chip capex/memory rally tailwind. |
| LITE | ▲ BULLISH | 45% | Fiber optic peers rallying per Ciena/Lumen strength read-through. |
| SKHX | ▲ BULLISH | 45% | Likely SK Hynix-related instrument tracking same rally. |
| SPY | ● NEUTRAL | 40% | Indexes declining amid CPI wait and oil gains. |
| STX | ▲ BULLISH | 40% | Storage peer benefits from broader memory/storage shortage narrative. |
| GOOGL | ● NEUTRAL | 40% | Internal AI reorg concerns amid push to keep Gemini competitive. |
| GOOG | ● NEUTRAL | 40% | Same Gemini reorg concerns as GOOGL. |
| AMAT | ● NEUTRAL | 40% | Q3 preview highlights volatility, stock down 25% from highs despite YTD gains. |
| SMCI | ● NEUTRAL | 35% | Mixed analyst views, Citi/Goldman raise targets but maintain Neutral/Sell. |
| AMD | ● NEUTRAL | 30% | No direct AMD news today, general chip tailwind only. |
| AVGO | ● NEUTRAL | 30% | No direct headline but part of AI/semis tailwind. |
| ASML | ● NEUTRAL | 30% | No direct news but tied to chip capex upcycle. |
| KLAC | ● NEUTRAL | 30% | No direct headline, indirect beneficiary of chip capex. |
| TSLA | ● NEUTRAL | 30% | No direct Tesla headline, only WeRide comparison mention. |
| SHEL | ● NEUTRAL | 30% | Oil elevated on Iran tensions could modestly support energy majors. |
| ARM | ● NEUTRAL | 30% | No direct headline but tangential AI chip tailwind. |
| XOM | ● NEUTRAL | 30% | Oil price gains from Iran tensions modestly supportive. |
| CVX | ● NEUTRAL | 30% | Oil price gains from Iran tensions modestly supportive. |
| BAC | ● NEUTRAL | 30% | India Jio Financial deal is minor positive but not market-moving. |
| COP | ● NEUTRAL | 30% | Oil price gains from Iran tensions modestly supportive. |
| DVN | ● NEUTRAL | 30% | Oil price gains from Iran tensions modestly supportive. |
| PLTR | ● NEUTRAL | 25% | Software lagging hardware rotation per macro context, no direct news. |
| MRVL | ● NEUTRAL | 25% | No direct headline but tangential AI/memory tailwind. |
| LRCX | ● NEUTRAL | 25% | No direct headline, indirect capex beneficiary. |
| COHR | ● NEUTRAL | 25% | No direct headline, tangential optics tailwind from Ciena strength. |
| ORCL | ● NEUTRAL | 20% | No direct relevant headline today. |
| SK | ● NEUTRAL | 20% | Ambiguous ticker, no direct headline. |
| IBM | ● NEUTRAL | 20% | No direct headline today. |
| NXPI | ● NEUTRAL | 20% | No direct headline today. |
| CXMT | ● NEUTRAL | 20% | No direct headline, Chinese memory competitor context absent today. |
| 6146.T | ● NEUTRAL | 20% | Likely Disco Corp, indirect chip capex beneficiary, no direct news. |
| 6752.T | ● NEUTRAL | 20% | Likely Panasonic, no direct headline. |
| GLW | ● NEUTRAL | 20% | No direct headline, tangential fiber optics tailwind possible. |
| AMKR | ● NEUTRAL | 20% | No direct headline, indirect chip supply chain beneficiary. |
| MCHP | ● NEUTRAL | 20% | No direct headline, tangential semis tailwind. |
| QCOM | ● NEUTRAL | 20% | No direct headline, tangential semis tailwind. |
| SMHU | ● NEUTRAL | 20% | Likely semis ETF variant, minor tailwind from sector rally. |
| SMHD | ● NEUTRAL | 20% | Likely semis ETF variant, minor tailwind from sector rally. |
| PYPL | ● NEUTRAL | 15% | No relevant headline. |
| AAPL | ● NEUTRAL | 15% | No direct headline today. |
| WBD | ● NEUTRAL | 15% | No direct headline today. |
| GEV | ● NEUTRAL | 15% | No direct headline today. |
| AMZN | ● NEUTRAL | 15% | No direct headline today. |
| UBER | ● NEUTRAL | 15% | No direct headline, tangential robotaxi competitive context via WeRide. |
| 688825.SS | ● NEUTRAL | 15% | No direct headline, likely Chinese semiconductor name. |
| DISK | ● NEUTRAL | 15% | No direct headline for this ticker. |
| 688981.SS | ● NEUTRAL | 15% | No direct headline, likely SMIC/Chinese chip name. |
| XYZ | ● NEUTRAL | 10% | No direct headline today. |
| KMB | ● NEUTRAL | 10% | No relevant headline. |
| NOK | ● NEUTRAL | 10% | No relevant headline. |
| RAML | ● NEUTRAL | 10% | No relevant headline. |
| SAP | ● NEUTRAL | 10% | No relevant headline. |
| LYFT | ● NEUTRAL | 10% | No relevant headline. |
| KVUE | ● NEUTRAL | 10% | No relevant headline. |
| ERIC | ● NEUTRAL | 10% | No relevant headline. |
| GRMN | ● NEUTRAL | 10% | No relevant headline. |
| RBLX | ● NEUTRAL | 10% | No relevant headline. |
| RDDT | ● NEUTRAL | 10% | No relevant headline. |
| ABNB | ● NEUTRAL | 10% | No relevant headline. |
| BABA | ● NEUTRAL | 10% | No relevant headline. |
| AZN | ● NEUTRAL | 10% | No relevant headline. |
| SHOP | ● NEUTRAL | 10% | No relevant headline. |
| V | ● NEUTRAL | 10% | No relevant headline. |
| FSLR | ● NEUTRAL | 10% | No relevant headline. |
| LLY | ● NEUTRAL | 10% | No relevant headline. |
| CSCO | ● NEUTRAL | 10% | No relevant headline. |