Optical Supply Chain Scan
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Optical Supply Chain Scan
raw scan snapshot — prices as of scan date, not live 37 rows · screens, not recommendations
Data as-of 2026-07-06 close.
The optical/photonics complex is broadly unwinding its prior parabolic extension — 26 of 37 names show weak-down or down trends this week, and RSI has compressed into the high-30s/40s across most of the book after months of overbought readings. ALAB is the standout resilience story: RSI 59.4, strong-up, +1.09% 7D while nearly everything else bleeds, and still +120% vs SMA200. NGKIF (RSI 69.9, -3.9% from its 52-week high) is the closest thing to a fresh breakout. AEHR's -21.8% 7D air-pocket and PLAB's ongoing collapse regime are the sharpest rollover risks in the group.
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🟡 Broad weekly pullback across a still largely golden-cross book — digestion, not breakdown, outside of PLAB/FN |
| Key insight | ALAB is the only strong-up name posting a positive week; NGKIF is nearest a 52wk breakout; AEHR's -21.8% 7D is the sharpest single-week deterioration |
Price Table
| Stock | Price | RSI | 7D% | 30D% | vs SMA20 | Trend | From 52wkHigh |
|---|---|---|---|---|---|---|---|
| NGKIF | $46.56 | 69.9 | n/a | +17.25% | +5.8% | strong-up | -3.91% |
| IBIDF | $141.29 | 60.5 | -1.2% | +21.93% | +7.1% | strong-up | -7.94% |
| ALAB | $432.74 | 59.4 | +1.09% | +24.95% | +10.3% | strong-up | -13.36% |
| MXL | $95.68 | 51.9 | -8.08% | +20.70% | +5.5% | strong-up | -25.42% |
| GLW | $194.80 | 48.2 | -11.97% | +3.87% | -2.1% | strong-up | -28.32% |
| ONTO | $303.86 | 48.4 | -3.70% | +12.96% | -4.2% | strong-up | -21.37% |
| SNDK | $1744.43 | 46.9 | -10.17% | +6.24% | -10.6% | strong-up | -25.91% |
| LPTH | $14.10 | 48.1 | +7.77% | -6.25% | -3.1% | weak-down | -25.55% |
| OPTX | $9.92 | 44.8 | +6.04% | -16.71% | -14.9% | weak-down | -33.51% |
| 6779.T | ¥3300 | 44.1 | +1.49% | -24.14% | -16.5% | strong-up | -34.13% |
| SOI.PA | €117.30 | 45.3 | -4.85% | -25.02% | -5.3% | weak-down | -40.95% |
| IQEPF | $0.57 | 45.5 | -13.11% | -8.06% | -10.0% | weak-down | -40.29% |
| CLS | $350.20 | 45.8 | +2.66% | -9.39% | -4.8% | weak-down | -26.12% |
| LPK.DE | €20.10 | 44.2 | -6.48% | -4.74% | -11.9% | weak-down | -36.36% |
| COHR | $335.70 | 42.0 | -5.47% | -16.48% | -11.8% | weak-down | -23.70% |
| FLTCF | $3.65 | 42.0 | +21.07% | -31.65% | -15.1% | weak-down | -57.06% |
| ALRIB.PA | €11.28 | 40.9 | -0.87% | -17.12% | -9.4% | weak-down | -40.97% |
| KOPN | $4.13 | 44.0 | -5.34% | -24.50% | -9.8% | weak-down | -37.52% |
| HIMX | $14.31 | 41.9 | -6.07% | -28.38% | -12.6% | weak-down | -42.97% |
| CIEN | $433.83 | 40.3 | -7.33% | -7.04% | -4.8% | weak-down | -31.95% |
| MTSI | $327.64 | 40.5 | -9.13% | -9.46% | -10.7% | weak-down | -21.79% |
| JBL | $338.22 | 40.2 | -3.76% | -7.07% | -8.2% | weak-down | -21.15% |
| ALMU | $18.91 | 40.2 | -7.33% | -22.78% | -15.7% | weak-down | -40.52% |
| TSEM | $218.95 | 39.6 | -8.69% | -9.54% | -15.2% | weak-down | -31.57% |
| POET | $8.95 | 39.7 | -2.55% | -27.12% | -19.0% | weak-down | -56.99% |
| VIAV | $42.42 | 38.8 | -10.10% | -12.98% | -12.5% | weak-down | -29.80% |
| SMTC | $138.89 | 44.2 | -9.80% | -12.53% | -11.6% | weak-down | -21.69% |
| AAOI | $123.36 | 38.7 | -9.94% | -37.27% | -22.1% | weak-down | -47.21% |
| AXTI | $63.52 | 39.1 | -15.31% | -30.03% | -21.5% | weak-down | -55.63% |
| PLAB | $29.20 | 38.4 | -4.18% | -2.54% | -5.9% | down | -47.86% (regime: collapse) |
| LWLG | $7.40 | 37.0 | -10.90% | -28.16% | -18.9% | weak-down | -60.45% |
| SIVEF | $5.28 | 36.9 | -21.78% | -42.36% | -37.2% | neutral | -57.16% (too-young) |
| AEHR | $72.33 | 36.8 | -21.78% | -24.33% | -26.2% | weak-down | -42.88% |
| FN | $500.75 | 36.3 | -2.83% | -19.71% | -12.8% | down | -33.13% (regime: downtrend) |
| LAZR | $47.69 | n/a | +0.94% | n/a | n/a | neutral | -2.05% (too-young) |
Promotion Candidates / Rollover Risks
- Promotion: ALAB — only strong-up name holding a positive week (+1.09% 7D) against a broadly red tape; NGKIF (RSI 69.9, -3.9% from 52wk high) is the nearest breakout.
- Rollover risk: AEHR (-21.78% 7D breakdown), AXTI (-15.31% 7D / -30.03% 30D, deteriorating fast), FLTCF (+21.07% 7D bounce inside a -31.65% 30D collapse — treat as dead-cat, not a turn).
- Structural avoid, unchanged: PLAB (regime: collapse), FN (regime: downtrend, only golden-cross name to flip negative vs SMA200 territory is close).
Related
10 events DateTypeEvent
Jul 11 ScanOptical Supply Chain Scan Jul 17 ScanOptical Supply Chain Scan Jun 25 ScanOptical Supply Chain Scan Jul 25 ScanOptical Supply Chain Scan Jul 28 ScanOptical Supply Chain Scan Jun 20 ScanOptical Supply Chain Scan Jul 31 ScanOptical Supply Chain Scan Aug 8 ScanOptical Supply Chain Scan Jun 16 ScanOptical Supply Chain Scan Jun 26 ScanOptical Supply Chain Scan No direct external sources are attached to this read.