AMAT cools from cycle leader to "don't chase"; ON flush continues; semicap/foundry core unchanged
Event
AMAT cools from cycle leader to "don't chase"; ON flush continues; semicap/foundry core unchanged
Summary
- Type: monitoring-check (subtype: weekly tape-check) - event_id: 2026-07-07-ai-power-delivery-eow-tape-check - Source: , ; Phase 0b data table - Shift: AMAT — last scan's "best semi-equipment setup" — cooled hard: RSI 64.0→52.8, -5.4% over 10 sessions, but still +84.1% vs VWAP, so the pullback hasn't reached fair val
Related
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Jul 7 ScanNVDA Ecosystem Scan Jul 11 ScanNVDA Ecosystem Scan Jul 17 ScanNVDA Ecosystem Scan Jun 26 ScanNVDA Ecosystem Scan May 28 CatalystNVDA Q1 FY27 Earnings (superseded cadence date — 2026-05-28) Jun 20 ScanMonster Scan Jul 25 ScanNVDA Ecosystem Scan Jul 28 ScanNVDA Ecosystem Scan Jun 16 ScanNVDA Ecosystem Scan No direct external sources are attached to this read.