Monster Scan

Scan

Monster Scan

Scan symbols 25
AMATAMDAMKRATEYYAXTIBECIENCRSDOWESLTGEVGSINTCKLICKMTLASRLITELWLGLYBMRVLMSSMTCSNDKTSEMVIAV
Watchlists 1
@monster-scan
raw scan snapshot — prices as of scan date, not live 35 rows · screens, not recommendations ported fromresearch/classic/scans/2026-04-13-monster-scan.md

2026-04-14 Monster Scan — Cross-Watchlist Parabolic Stocks

Criteria: trend = "strong-up" AND goldenCross = true AND vsSma200 > 30

This scan sweeps all watchlists for stocks meeting the full monster criteria. These are the stocks the market is voting for in a big way — not just trending, but with confirmed long-term momentum (golden cross) and significant separation from their 200-day average.

Signal Reading
Overall 🟢 Monster-grade momentum is concentrated in optical/AI photonics, semiconductor packaging, and directed energy — the AI infrastructure buildout trade
Key insight The monsters are NOT the Mag7 or large-cap AI — they're the picks-and-shovels supply chain underneath

Monster Scan Results

Stock Price 7D 30D 3M RSI vs SMA200 Watchlist Theme
LITE $871.18 +12.9% +39.4% +162.7% 61.9 +168.3% optical-supply-chain AI Photonics
SNDK $952.50 +17.8% +35.4% +145.6% 74.2 +231.8% optical-supply-chain AI Photonics
LWLG $11.39 +22.8% +49.5% +152.0% 77.6 +180.7% optical-supply-chain AI Photonics
AXTI $66.44 +48.4% +37.3% +200.6% 61.2 +307.1% optical-supply-chain AI Photonics
CIEN $479.90 +13.3% +31.9% +101.3% 64.4 +131.1% optical-supply-chain AI Photonics
VIAV $41.48 +16.2% +31.3% +133.0% 66.4 +124.6% optical-supply-chain AI Photonics
LASR $69.86 +12.9% +2.0% +61.8% 59.7 +84.3% drone-defense Directed Energy
ESLT $935.05 +2.0% +6.9% +29.8% 59.2 +59.1% drone-defense Israeli Defense
CRS $443.67 +12.7% +18.6% +37.4% 66.1 +43.3% supply-chain-traces Specialty Alloys
AMKR $60.44 +21.7% +35.4% +24.4% 72.0 +68.0% supply-chain-traces Chip Packaging
ASX $26.55 +10.5% +23.4% +40.6% 73.6 +72.3% supply-chain-traces Chip Packaging
KLIC $77.98 +18.1% +18.3% +38.4% 68.5 +63.0% supply-chain-traces Wire Bonding
ATEYY $160.97 +14.3% +4.6% +12.0% 56.9 +33.8% supply-chain-traces Assembly
KMT $39.57 +7.9% +4.7% +18.7% 60.9 +40.8% supply-chain-traces Carbide Tools
MRVL $131.30 +18.8% +43.5% +61.8% 80.7 +58.4% ai-infra Custom ASICs
INTC $65.18 +22.9% +42.4% +33.8% 77.4 +79.0% semis Semiconductor
AMAT $395.73 +14.6% +14.3% +31.3% 64.3 +55.5% semis Semiconductor
AMD $246.83 +11.2% +25.6% +10.4% 71.0 +23.5% semis Semiconductor
GEV $991.12 +10.3% +19.9% +54.0% 69.6 +47.7% energy Power Infra
BE $176.67 +22.6% +15.0% +32.4% 63.7 +77.5% energy Energy Storage
DOW $40.11 -3.1% +11.4% +43.6% 58.7 +51.4% chemicals Commodity Chem
LYB $75.51 -5.3% +6.2% +47.0% 54.7 +42.5% chemicals Commodity Chem
TSEM $209.47 +6.7% +51.3% +70.0% 71.3 +114.0% optical-supply-chain Specialty Foundry
SMTC $91.83 +1.9% +3.2% +23.8% 61.3 +32.6% optical-supply-chain Semis
MS $181.14 +6.2% +16.3% +0.8% 70.0 +12.3% financials Investment Bank
GS $890.79 +4.3% +12.1% -4.0% 59.1 +10.0% financials Investment Bank

Note: GS and MS vsSma200 < 30 — included as honorable mentions but do NOT qualify as full monsters.

Monster Theme Clusters

Cluster 1: AI Optical Supercycle (6 full monsters) LITE, SNDK, LWLG, AXTI, CIEN, VIAV — the photonics and optical interconnect chain is the #1 monster theme. Every name qualifies on all three criteria. The +307% AXTI vs SMA200 is the most extreme data point in the entire scan.

Cluster 2: Semiconductor Packaging & Assembly (4 monsters) AMKR, ASX, KLIC, ATEYY — chip packaging is the AI semiconductor buildout's hidden monopoly. Quietly running while the market watches NVDA.

Cluster 3: Directed Energy / Israeli Defense (2 monsters) LASR, ESLT — the only defense names qualifying. Hormuz blockade is the direct catalyst.

Cluster 4: Semiconductor Equipment & Custom Silicon (3 monsters) AMAT, MRVL, INTC — MRVL at RSI 80.7 is overbought but still in golden cross. INTC's resurrection (+244% 1Y) is one of the year's biggest surprises.

Cluster 5: Power Infrastructure (2 monsters) GEV, BE — AI datacenter power demand is real and these are the picks-and-shovels plays for the grid buildout.

Cluster 6: Commodity Chemicals (2 monsters) DOW, LYB — moved with oil/energy repricing. Watch RSIs for topping signals.

Monster Scan Heat Map

RSI Zone Monsters
🔴 Overbought (>75) LWLG (77.6), INTC (77.4), MRVL (80.7)
🟠 Extended (70-75) SNDK (74.2), AMKR (72.0), ASX (73.6), TSEM (71.3), AMD (71.0), MS (70.0)
🟢 Healthy (55-70) LITE, CIEN, VIAV, AXTI, LASR, ESLT, CRS, KLIC, AMAT, GEV, BE, DOW, LYB

Key Discoveries

Discovery Implication
6 of top 8 monsters are in optical/photonics supply chain The AI optical supercycle is the dominant theme in the market right now
INTC +244% 1Y qualifies as a full monster Intel resurrection is real — don't dismiss it
No mega-cap tech qualifies NVDA, AAPL, MSFT, GOOGL all fail the >30% vs SMA200 test — they're large-cap momentum, not monsters
AXTI vsSma200: +307% — the single most extreme reading in the scan Compound semiconductor wafer supplier to the AI optical chain — this is where scarcity lives

Open Questions

  • Do LASR and ESLT sustain monster status if Hormuz tension de-escalates?
  • Is INTC's monster move a genuine business turnaround or a short-squeeze / rotation trade?
  • When do the overbought monsters (MRVL RSI 80.7, LWLG RSI 77.6) correct, and is it buyable?
9 events
DateTypeEvent
Apr 26 ScanMonster Scan May 29 ScanMonster Scan Apr 28 ScanMonster Scan Mar 12 ScanMonster Scan Jul 11 ScanMonster Scan Mar 26 ScanMonster Scan Jun 25 ScanMonster Scan Mar 31 ScanMonster Scan Mar 13 ScanMonster Scan

No direct external sources are attached to this read.