This watchlist is the output of the research-trace autonomous agents — companies discovered by tracing supply chains from first principles, not following analyst coverage. The best performers here aren't the glamour names; they're the precision alloy makers, the packaging specialists, and the assembly equipment providers that sit in the monopoly bottleneck of every advanced semiconductor and defense system.

CRS (Carpenter Technology — specialty alloys) is the standout: +161% 1Y, +909% in 3 years, nearly at its 52-week high, strong-up with golden cross. AMKR (Amkor Technology — chip packaging) is surging +283% 1Y and basically sitting at its all-time high. ASX (another packaging/substrate play) is up +240% 1Y and within a hair of its 52wk high. KLIC (Kulicke & Soffa — wire bonding equipment) is up +173% 1Y and +63% vs SMA200.

The only weakness is MP Materials (rare earths) which has a death cross and is -43% from its 52wk high — the rare earth trade has collapsed as China export controls bite into pricing uncertainty. WOLF (SiC wafers) is recovering but neutral-trend with no SMA200 data yet.