The supply-chain-traces book is broadly bullish but split between extremely extended leaders and a few broken/early names. CRS (Carpenter Technology, RSI 76.2, +75% above VWAP, -2.2% from 52wkHigh) is the overbought outlier — a near-perfect parabola in specialty alloys. ASX, TER, and KLIC are all >87% above their lifetime VWAP and running. BESIY (thesisState intact, RSI 46.3, +34.9% above VWAP) is the most balanced hold. MP Materials (rare earth) and AMVMF are the weak spots — below VWAP with broken trend signals. KMT is the steadiest mid-range name (+15% vs VWAP, RSI 52.6, near SMA50).

Latest bar 2026-06-26. Extended leaders: TER (+87.9% vs VWAP), ASX (+95.1%), CRS (+75.5%) — do not chase. Entry candidates: KEYS (RSI 43, +33.8% vs VWAP) and BESIY (RSI 46.3, +34.9% vs VWAP).

OVERBOUGHT — Do Not Buy: CRS ($591.78, RSI 76.2, strong-up, +9.6% vs SMA20, +75.5% vs VWAP, -2.2% from 52wkHigh, relVolume 3.84x — Carpenter Technology specialty alloys/turbine blades in a near-parabolic run; +57% 3M, +28% 30D. The metals-for-AI-infrastructure thesis is working but RSI 76 with relVolume 3.84x is a sell signal for new entries. Hold only, no adds).

EXTENDED / HOLDS (>50% above VWAP, strong-up): ASX ($40.21, RSI 56.3, +95.1% vs VWAP, +87% 3M — Advanced Semiconductor Engineering; very extended), TER ($436.86, RSI 56.5, +87.9% vs VWAP, +47.8% 3M — Teradyne test equipment in a strong run; +6.5% this week), KLIC ($125.22, RSI 64.7, +87.4% vs VWAP, +93.9% 3M, +10.9% 7D — Kulicke & Soffa wire bonding equipment running hard this week; near 52wkHigh -6.1%), ATEYY ($199, RSI 57.4, +64% vs VWAP, +48.4% 3M — Advantest ATE, strong-up), AMKR ($78.72, RSI 50.7, +57.3% vs VWAP, +77.3% 3M — Amkor OSAT, RSI neutral but above SMA20 flat = consolidating at highs).

BALANCED HOLDS / BEST ENTRIES: BESIY ($321.34, RSI 46.3, strong-up, thesisState intact, -9.2% 7D, -5.6% vs SMA20, +34.9% vs VWAP, -14.2% from 52wkHigh — BE Semiconductor / besi pulling back to SMA20 in an uptrend. The most attractive entry setup here: RSI 46 near SMA20 in a golden-cross name with intact thesis). KEYS ($328.66, RSI 43, weak-down, +33.8% vs VWAP, -4.8% vs SMA20, +17.8% 3M — Keysight EDA/test, pulling back; above SMA200; the pullback in SMA20 is a setup if RSI stabilizes).

NEUTRAL / STEADY: KMT ($35.78, RSI 52.6, weak-down, +15.2% vs VWAP, +2.9% 30D — Kennametal cutting tools; steady basing), TDY ($624.29, RSI 52.2, +7.8% vs VWAP — Teledyne basing), SDVKY ($40.67, RSI 51.1, +10.4% vs VWAP, basing).

TOO-YOUNG / SPECULATIVE: WOLF ($45.97, RSI 46, neutral, -27.3% 30D — Wolfspeed SiC chipmaker; too-young for SMA200 regime read, -43.1% from high, +197.7% 3M from very low base — highly speculative, small-cap SiC), ELMT ($18.96, RSI 53.1, too-young, +21.9% 30D).

AVOID: MP ($53.90, RSI 39.3, down, -15.6% below VWAP, -17.3% 30D, -13.1% vs SMA200 — MP Materials rare earth mining; the defense-supply-chain rare earth angle is not working; below VWAP and SMA200, in downtrend). AMVMF ($39.35, RSI 35.7, weak-down, +1.8% vs VWAP — near VWAP but falling).

• KLIC +10.87% 7D — Kulicke & Soffa wire bonding the week's best performer; +93.9% 3M signals strong semis equipment upcycle demand
• TER +6.51% 7D, +16.24% 30D — Teradyne confirming the test equipment cycle; +87.9% above VWAP
• ATEYY +6.04% 7D, +17.09% 30D — Advantest (Japan ATE) running; +48.4% 3M
• BESIY -9.23% 7D — the week's notable pullback in an uptrend; creates the best near-term entry in this list
• MP -9.38% 7D, -17.34% 30D — rare earth losing momentum; MP below all SMAs in a downtrend; rare-earth thesis not translating to price action
• WOLF -27.33% 30D — SiC (silicon carbide) reset continues; -43.1% from high; too-young name still finding its level

• Does KLIC/TER/ASX's semiconductor test cycle rally continue into earnings (Teradyne next report), or does this digestion produce a sharper correction?
• WOLF SiC: is the -27% 30D reset a value entry in a structural EV/power theme, or is SiC still over-supplied vs capacity build-out?
• BESIY pullback: -9.2% 7D but thesisState intact — is this the golden add point, or is there more digestion ahead?