SMH VanEck Semiconductor ETF

SMH VanEck Semiconductor ETF

Unknown sector · Unknown industry

Desk view

Watchingmedium conviction · entry the complex switch: first close back above the 50-day ($597.33) after a higher low, confirmed through the 20-day ($610.93); until then every bounce is a bounce inside a downtrend — not entered
Basis Open desk call ·Logged decision
Updated

Market read

Scan convergence 5 scans as of 2026-10-16 5 neutral converging

POC $396.81 · VWAP $486.29 · +11.0% vs 12m avg buyer

pullback vol: normalchurn: quiet as of

Insiders no data — outside the Form 4 poll — US-filer feed only (foreign filers report via MAR managers'-transactions notices)

Coverage

5 related campaigns

Watchlists @ai-infra@ai-infrastructure@ai-scan@cpu-shortage-supply-chain@etf-ideas@market-etfs@market-pulse@semis

SMH Price Structure

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Peers

Every watchlist SMH belongs to, members best 30-day change first — SMH highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@cpu-shortage-supply-chain
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ALAB+6.2% -5.3%1d -16.5%7d MCHP+6.1% -0.6%1d -2.3%7d CRDO+5.1% -4.9%1d -21.6%7d ASX+4.2% -5.6%1d -14.9%7d AMD+3.2% -6.0%1d -13.1%7d MRVL-0.8% -5.6%1d -17.2%7d SMH-1.1% -3.4%1d -10.5%7d AMKR-9.6% -5.1%1d -14.9%7d
@ai-infra
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P+27.1% -7.0%1d -19.7%7d TAC+7.5% +1.5%1d -2.1%7d PLTR+6.7% -7.2%1d -11.0%7d ASML+2.5% -1.0%1d -7.8%7d AMZN+1.6% -1.9%1d -4.7%7d NVDA+0.1% -1.4%1d -6.6%7d MRVL-0.8% -5.6%1d -17.2%7d SMH-1.1% -3.4%1d -10.5%7d TSM-1.2% -2.3%1d -9.0%7d AIQ-1.6% -3.2%1d -6.9%7d ARM-6.6% -6.9%1d -14.4%7d
@market-etfs
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USO+3.6% +2.8%1d +9.2%7d UUP+1.8% -0.3%1d -0.3%7d VOO+1.2% -1.1%1d -1.9%7d SCHX+0.9% -1.1%1d -2.1%7d QQQM+0.7% -2.5%1d -5.5%7d VIXY+0.3% +8.1%1d +8.8%7d TLT-1.0% +0.1%1d +2.6%7d SMH-1.1% -3.4%1d -10.5%7d VNQ-1.8% +0.3%1d +1.2%7d GLD-2.5% -0.2%1d -0.7%7d EEM-4.4% -1.7%1d -5.9%7d IWM-4.8% -1.7%1d -3.0%7d COPX-5.0% -1.1%1d -6.7%7d XBI-6.4% -3.6%1d -6.2%7d SLV-9.7% -0.8%1d -6.0%7d
@semis
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ON+8.1% -2.3%1d -7.1%7d TXN+6.1% -0.9%1d -2.6%7d AMD+3.2% -6.0%1d -13.1%7d MXL+2.6% -8.8%1d -25.8%7d ASML+2.5% -1.0%1d -7.8%7d NVDA+0.1% -1.4%1d -6.6%7d MRVL-0.8% -5.6%1d -17.2%7d SMH-1.1% -3.4%1d -10.5%7d TSM-1.2% -2.3%1d -9.0%7d AMAT-1.5% -4.8%1d -19.3%7d SOXX-1.7% -4.1%1d -11.8%7d LSCC-2.5% -3.2%1d -17.8%7d AVGO-3.2% -4.5%1d -9.1%7d ARM-6.6% -6.9%1d -14.4%7d SWKS-6.9% +0.8%1d +4.4%7d QCOM-6.9% -3.5%1d -1.9%7d AMKR-9.6% -5.1%1d -14.9%7d INTC-11.1% -5.8%1d -14.2%7d
@etf-ideas
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EWZ+11.6% +0.6%1d -3.9%7d SPXL+3.2% -3.4%1d -6.0%7d UPRO+3.0% -3.4%1d -6.0%7d RONB+3.0% -1.7%1d -3.4%7d DOGG+2.7% +0.7%1d +5.0%7d JEPI+2.0% -0.2%1d +0.5%7d WCLD+1.6% -4.9%1d -5.1%7d SCHD+1.5% +0.7%1d +4.0%7d XYLD+1.3% -0.5%1d -0.3%7d VOO+1.2% -1.1%1d -1.9%7d VTI+0.8% -1.1%1d -2.1%7d QQQ+0.7% -2.5%1d -5.5%7d QQQM+0.7% -2.5%1d -5.5%7d KWEB+0.7% -0.8%1d -2.1%7d INDA+0.4% -0.6%1d +3.5%7d TQQQ+0.4% -7.6%1d -16.1%7d VYM+0.3% +0.2%1d +0.9%7d CLOU+0.2% -4.9%1d -6.8%7d QYLD+0.1% -2.2%1d -2.0%7d VGT-0.1% -2.9%1d -7.2%7d FTEC-0.1% -2.9%1d -7.2%7d IBB-0.2% -2.6%1d -2.2%7d FXI-0.2% -1.2%1d -1.2%7d XLK-0.3% -3.0%1d -7.7%7d JEPQ-0.5% -2.1%1d -3.7%7d IGV-0.6% -4.8%1d -7.4%7d LQD-1.0% -0.1%1d +1.0%7d SMH-1.1% -3.4%1d -10.5%7d SOXS-1.8% +12.8%1d +43.1%7d HYG-2.0% -0.3%1d -0.5%7d SKYY-2.1% -4.9%1d -9.4%7d GLD-2.5% -0.2%1d -0.7%7d TECL-2.6% -9.2%1d -22.1%7d QTUM-4.3% -3.4%1d -9.8%7d IGPT-4.6% -4.3%1d -10.8%7d IWM-4.8% -1.7%1d -3.0%7d GDX-5.5% +0.8%1d -1.8%7d ICLN-5.7% -1.3%1d -5.5%7d TAN-6.2% -2.1%1d -4.3%7d XBI-6.4% -3.6%1d -6.2%7d JETS-7.0% -2.7%1d -5.8%7d AIS-9.0% -4.8%1d -16.2%7d SOXL-9.9% -12.7%1d -33.0%7d WQTM-10.4% -3.3%1d -10.6%7d LAZR-14.3% -4.2%1d -19.1%7d URA-14.4% -1.9%1d -8.9%7d TNA-14.9% -5.0%1d -9.3%7d DRAM-16.1% -5.8%1d -18.8%7d CQTM-17.1% -6.1%1d -15.2%7d DISK-20.1% -5.9%1d -20.3%7d
@ai-infrastructure
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TLN+23.4% +0.3%1d -6.3%7d GNRC+10.0% -2.9%1d -14.3%7d TT+8.8% +0.3%1d -3.8%7d VST+8.3% -1.4%1d -5.9%7d ON+8.1% -2.3%1d -7.1%7d NTAP+6.4% -5.1%1d -14.1%7d SCCO+5.6% -0.6%1d -4.2%7d VMC+5.5% +2.1%1d +5.3%7d ECL+5.4% -0.7%1d +2.5%7d ERIC+5.2% -1.5%1d +10.4%7d TEL+5.2% -0.2%1d -2.6%7d CRDO+5.1% -4.9%1d -21.6%7d AMT+5.0% +2.2%1d +1.7%7d CEG+4.6% -1.3%1d -9.0%7d FFIV+4.3% -3.2%1d -7.9%7d JCI+3.6% -1.5%1d -7.6%7d APH+2.7% -2.6%1d -9.0%7d PWR+2.0% -1.6%1d -10.5%7d MLM+0.8% +2.0%1d +4.7%7d FCX+0.4% -0.7%1d -5.6%7d NEE-0.7% +1.1%1d +3.1%7d EXTR-0.7% -3.0%1d -10.2%7d SMH-1.1% -3.4%1d -10.5%7d AIQ-1.6% -3.2%1d -6.9%7d ETN-1.6% -2.8%1d -8.9%7d WOLF-1.9% -10.4%1d -24.1%7d AWK-2.0% +1.4%1d +4.7%7d EME-2.4% -1.5%1d -8.6%7d DLR-2.8% +0.9%1d -1.6%7d EQIX-3.0% -1.0%1d -3.9%7d XYL-3.0% +0.7%1d +1.3%7d TER-4.7% -5.3%1d -19.3%7d MU-5.2% -5.6%1d -14.6%7d CLS-6.2% -3.6%1d -16.1%7d CAT-6.6% -0.7%1d -8.7%7d ATEN-7.8% -3.7%1d -17.4%7d GLW-8.4% -4.6%1d -15.8%7d FIX-9.3% -2.9%1d -16.1%7d FSLR-9.7% -3.5%1d -2.9%7d NOK-9.9% -4.5%1d -11.8%7d LITE-10.4% -5.2%1d -25.3%7d ANET-10.4% -4.6%1d -18.3%7d INTC-11.1% -5.8%1d -14.2%7d VRT-13.8% -3.9%1d -15.0%7d MOD-17.8% -3.3%1d -18.0%7d ICHR-18.1% -9.7%1d -29.7%7d DELL-19.8% -4.6%1d -22.9%7d NBIS-21.0% -12.2%1d -25.1%7d OKLO-21.5% -6.8%1d -19.4%7d CRWV-26.4% -11.9%1d -25.2%7d SMR-29.8% -5.2%1d -19.0%7d OSS-30.2% -9.2%1d -23.1%7d CBRS-33.2% -10.5%1d -22.5%7d BRUN-41.4% -11.8%1d -32.5%7d
@market-pulse
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XLE+6.6% +2.5%1d +4.9%7d XLV+5.3% -0.3%1d +3.5%7d XRT+5.2% -0.9%1d +3.5%7d XLP+5.2% +1.1%1d +5.0%7d XOP+4.5% +2.8%1d +4.6%7d USO+3.6% +2.8%1d +9.2%7d QUAL+3.5% -0.8%1d -1.0%7d UNG+2.9% -3.9%1d -3.2%7d XLU+2.1% +1.3%1d +1.9%7d XLY+2.1% -0.8%1d -0.3%7d VTV+1.3% +0.2%1d +1.3%7d SPY+1.2% -1.1%1d -2.0%7d XLB+1.1% +0.7%1d +3.0%7d VUG+1.0% -2.1%1d -4.4%7d RSP+0.8% -0.4%1d +0.5%7d VTI+0.8% -1.1%1d -2.1%7d DIA+0.8% -0.4%1d +0.6%7d QQQ+0.7% -2.5%1d -5.5%7d KWEB+0.7% -0.8%1d -2.1%7d VIXY+0.3% +8.1%1d +8.8%7d IYT-0.2% -1.1%1d -0.1%7d FXI-0.2% -1.2%1d -1.2%7d XLK-0.3% -3.0%1d -7.7%7d VXX-0.3% +7.6%1d +8.2%7d IEF-0.3% +0.1%1d +1.1%7d BND-0.4% 0.0%1d +0.8%7d XLI-0.6% -0.1%1d -0.9%7d IGV-0.6% -4.8%1d -7.4%7d XLF-0.7% +0.5%1d +1.4%7d LQD-1.0% -0.1%1d +1.0%7d TLT-1.0% +0.1%1d +2.6%7d SMH-1.1% -3.4%1d -10.5%7d EFA-1.4% -0.1%1d +0.1%7d CIBR-1.5% -4.5%1d -10.2%7d XLRE-1.5% +0.4%1d +1.3%7d ARKK-1.8% -4.7%1d -8.9%7d VWO-1.9% -1.3%1d -2.9%7d XHB-1.9% -0.9%1d +0.1%7d ITB-1.9% -0.4%1d +1.9%7d HYG-2.0% -0.3%1d -0.5%7d SKYY-2.1% -4.9%1d -9.4%7d EWJ-2.2% -0.6%1d -3.0%7d MTUM-2.2% -2.8%1d -8.4%7d XLC-2.4% -1.9%1d -0.1%7d GLD-2.5% -0.2%1d -0.7%7d ITA-2.9% +1.0%1d +1.2%7d KRE-4.0% +0.1%1d +1.2%7d EEM-4.4% -1.7%1d -5.9%7d IWM-4.8% -1.7%1d -3.0%7d COPX-5.0% -1.1%1d -6.7%7d TAN-6.2% -2.1%1d -4.3%7d XBI-6.4% -3.6%1d -6.2%7d JETS-7.0% -2.7%1d -5.8%7d XME-7.2% -0.4%1d -5.1%7d SLV-9.7% -0.8%1d -6.0%7d URA-14.4% -1.9%1d -8.9%7d
@ai-scan
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VEEV+17.2% -0.8%1d +4.8%7d ISRGE+11.6% -0.3%1d +0.7%7d VST+8.3% -1.4%1d -5.9%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d TAC+7.5% +1.5%1d -2.1%7d AI+7.2% -6.9%1d -1.8%7d DDOG+7.1% -7.2%1d -15.7%7d PLTR+6.7% -7.2%1d -11.0%7d META+5.3% -3.7%1d -1.3%7d CEG+4.6% -1.3%1d -9.0%7d AMD+3.2% -6.0%1d -13.1%7d ASML+2.5% -1.0%1d -7.8%7d AMZN+1.6% -1.9%1d -4.7%7d WDAY+1.6% -3.0%1d +2.3%7d NOW+1.5% -4.4%1d +0.8%7d NVDA+0.1% -1.4%1d -6.6%7d CSCO-0.3% -2.2%1d -9.3%7d GOOGL-0.7% -2.5%1d -3.1%7d NEE-0.7% +1.1%1d +3.1%7d MRVL-0.8% -5.6%1d -17.2%7d TSLA-0.9% -2.1%1d -7.3%7d SMH-1.1% -3.4%1d -10.5%7d TSM-1.2% -2.3%1d -9.0%7d FTNT-1.5% -7.0%1d -13.2%7d AIQ-1.6% -3.2%1d -6.9%7d ADBE-2.1% -2.6%1d +1.2%7d DLR-2.8% +0.9%1d -1.6%7d ROBO-2.9% -2.6%1d -7.3%7d EQIX-3.0% -1.0%1d -3.9%7d AVGO-3.2% -4.5%1d -9.1%7d CRM-3.9% -2.5%1d +5.0%7d BOTZ-4.9% -2.1%1d -6.9%7d MU-5.2% -5.6%1d -14.6%7d PATH-5.7% -6.3%1d -4.7%7d CRWD-5.8% -7.0%1d -17.3%7d ARM-6.6% -6.9%1d -14.4%7d QCOM-6.9% -3.5%1d -1.9%7d SNOW-7.3% -8.4%1d -16.8%7d TEM-7.5% -9.0%1d -8.8%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d T-9.4% -0.3%1d +5.7%7d SEDG-9.6% -0.2%1d -2.6%7d SKM-9.6% -2.6%1d -6.7%7d BCE-9.6% +0.7%1d +8.3%7d FSLR-9.7% -3.5%1d -2.9%7d TMUS-9.7% +1.3%1d +7.1%7d VZ-10.0% +0.9%1d +7.5%7d MDB-10.3% -7.9%1d -12.5%7d LITE-10.4% -5.2%1d -25.3%7d ANET-10.4% -4.6%1d -18.3%7d INTC-11.1% -5.8%1d -14.2%7d RUN-11.7% -4.5%1d -4.5%7d ENPH-13.9% -0.7%1d -6.7%7d SMCI-14.2% -9.9%1d -24.4%7d IONQ-15.1% -8.9%1d -21.6%7d BE-18.0% -6.3%1d -21.1%7d STX-18.4% -7.5%1d -18.4%7d COHR-19.7% -7.1%1d -25.5%7d RGTI-20.2% -6.6%1d -15.9%7d WDC-20.4% -6.9%1d -16.4%7d SOUN-20.4% -3.5%1d -12.4%7d BBAI-20.9% -7.3%1d -9.6%7d NBIS-21.0% -12.2%1d -25.1%7d OKLO-21.5% -6.8%1d -19.4%7d SKHY-21.9% -6.6%1d -19.3%7d QBTS-27.6% -8.1%1d -19.1%7d SMR-29.8% -5.2%1d -19.0%7d EOSE-53.8% -15.7%1d -27.8%7d

Decision history

1 scored call · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

Jun 11 sell n/a Unclassified -5.7% complete

Desk commentary

Authored analysis and challenge notes tied to SMH.

1

SMH research tape

204 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

regime Breadth Flips to Deteriorating: Only Three of 15 Core Funds Hold Their 50-Day brief Money Has Left AI for Oil and Staples Since October 8; Friday It Took Software Too scan NVDA Ecosystem Scan — October 16, 2026 scan 2026-10-16 Market Pulse — Macro Dashboard scan ETF Universe Scan — 2026-10-16
Types
Oct 16 Market Signal Breadth Flips to Deteriorating: Only Three of 15 Core Funds Hold Their 50 Day
SPYRSPQQQIWMSMH
Oct 16 Article Money Has Left AI for Oil and Staples Since October 8; Friday It Took Software Too
SPYQQQRSPSMHIGVCIBRXLEUSO +4 more
Oct 16 Scan NVDA Ecosystem Scan
EOSEFSLRENPHNEESWKSAMKRINTCARM +4 more
Oct 16 Scan Market Pulse — Macro Dashboard
SPYQQQDIAIWMVTIXLKXLFXLE +4 more
Oct 16 Scan ETF Universe Scan
QQQMQQQVOOVTITQQQSPXLUPROSOXL +4 more
Oct 16 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 16 Scan AI Infrastructure
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Oct 16 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TW +4 more
Oct 15 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TW +4 more
Oct 14 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TW +4 more
Oct 13 Scan Monster Scan
005930.KS009150.KS1888.HK2802.T4186.T5803.T6103.T6146.T +4 more
Oct 12 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 9 Scan NVDA Ecosystem Scan
EOSEFSLRENPHNEESWKSAMKRINTCARM +4 more
Oct 9 Scan Market Pulse — Macro Dashboard
SPYQQQDIAIWMVTIXLKXLFXLE +4 more
Oct 9 Scan ETF Universe Scan
QQQMQQQVOOVTITQQQSPXLUPROSOXL +4 more
Oct 9 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 9 Scan AI Infrastructure
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Oct 9 Article AI Money Bought Running Power Plants and Sold the Build-Out
CEGVSTTLNGEVVRTSEIETNCMI#ai-capex-digestion#ai-power-bottleneck#ai-power-delivery +4 more
Oct 9 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 8 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 7 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 6 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 5 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 2 Scan NVDA Ecosystem Scan
NEEFSLREOSECEGENPHAVGOAMZNXOP +4 more
Oct 2 Scan Market Pulse — Macro Dashboard
SPYQQQDIAIWMVTIXLKXLFXLE +4 more
Oct 2 Scan ETF Universe Scan
QQQMQQQVOOVTITQQQSPXLUPROSOXL +4 more
Oct 2 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 2 Scan AI Infrastructure
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Oct 2 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 1 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Sep 30 Scan Monster Scan
AAAMIAAOIAAPLABCLABNBABSIACMR +4 more
Sep 29 Scan Monster Scan
AAAMIAAOIABCLABSIACMRADIADM +4 more
Sep 28 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 25 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Sep 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 25 Scan Market Pulse — Macro Dashboard
SPYQQQDIAIWMVTIXLKXLFXLE +4 more
Sep 25 Scan ETF Universe Scan
QQQMQQQVOOVTITQQQSPXLUPROSOXL +4 more
Sep 25 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 24 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 23 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Sep 23 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 23 Scan Market Pulse — Macro Dashboard
SPYQQQDIAIWMVTIXLKXLFXLE +4 more
Sep 23 Article The 10-Year Hit 5% and the S&P 500 Barely Noticed Because One Sector Is Holding It Up
TLTIEFLQDHYGSPYRSPIWMXLU +4 more
Sep 23 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 23 Scan ETF Universe Scan
QQQMQQQVOOVTITQQQSPXLUPROSOXL +4 more
Sep 22 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 21 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 18 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Sep 18 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 18 Scan Market Pulse — Macro Dashboard
SPYQQQDIAIWMVTIXLKXLFXLE +4 more
Sep 18 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 18 Scan ETF Universe Scan
QQQMQQQVOOVTITQQQSPXLUPROSOXL +4 more
Sep 17 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACHCACMR +4 more
Sep 16 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 15 Scan Monster Scan
AAOIAAPLABCLABNBABSIACMRADIADM +4 more
Sep 14 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 11 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +4 more
Sep 11 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 11 Scan Market Pulse — Macro Dashboard
SPYQQQDIAIWMVTIXLKXLFXLE +4 more
Sep 11 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 11 Scan ETF Universe Scan
QQQMQQQVOOVTIIWMTQQQSPXLUPRO +4 more
Sep 10 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 5 Article The Names With the Best Structure Have the Worst Entries
LRCXAMATGLWWDCMRVLCOHRVRTGOOGL +4 more
Sep 4 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +4 more
Sep 4 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 4 Scan Market Pulse — Macro Dashboard
SPYQQQDIAIWMVTIXLKXLFXLE +4 more
Sep 4 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 4 Scan ETF Universe Scan — The Broad Market Bounce Stalls Flat On The 30 Day Window While The One Year Trend Holds, Chips Rip On The Day But Only 4 Of 18 Names Are Genuinely In An Uptrend, Software Falls On The Lightest Volume Of The Cycle, Gold Complex Keeps Cooling
QQQMQQQVOOVTITQQQSQQQQLDSSO +4 more
Sep 3 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 2 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 1 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 28 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +4 more
Aug 28 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 28 Scan Market Pulse — Macro Dashboard
SPYQQQDIAIWMVTIRSPXLKXLF +4 more
Aug 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 28 Scan Etf Universe
QQQMQQQVOOVTITQQQSQQQQLDSSO +4 more
Aug 27 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 26 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 24 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 23 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 22 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Aug 22 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 22 Scan Market Pulse — Macro Dashboard
SPYQQQDIAIWMVTIRSPXLKXLF +4 more
Aug 22 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 22 Scan Etf Universe
QQQMQQQVOOVTITQQQSQQQQLDSSO +4 more
Aug 21 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 18 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Aug 14 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 14 Scan Market Pulse — Macro Dashboard
SPYQQQDIAIWMVTIRSPXLKXLF +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan Etf Universe
QQQMQQQVOOVTITQQQSQQQQLDSSO +4 more
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 8 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Aug 8 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 8 Scan Market Pulse — Macro Dashboard
SPYQQQDIAIWMVTIRSPXLKXLF +4 more
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Aug 8 Scan Etf Universe
QQQMQQQVOOVTITQQQSQQQQLDSSO +4 more
Jul 31 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Jul 31 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 31 Scan Market Pulse — Macro Dashboard
SPYQQQDIAIWMVTIRSPXLKXLF +4 more
Jul 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 31 Scan Etf Universe
QQQMQQQVOOVTITQQQSQQQQLDSSO +4 more
Jul 28 Article Fifteen of twenty broke together
NVDAAVGOAMKRAMDASMLAMATTERKLAC#ai-capex-digestion#ai-power-bottleneck#ai-power-delivery#optical-supercycle +4 more
Jul 28 Market Signal Two Semis Calls Hit Their Written Invalidation Lines
SMHKGS
Jul 28 Market Brief The Rotation Finds a Refuge
ABVXAEVAALMAMDASMLBEAMCCJNTLA +4 more
Jul 28 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 28 Scan Market Pulse — Macro Dashboard
SPYQQQDIAIWMVTIRSPXLKXLF +4 more
Jul 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 28 Scan Etf Universe
QQQMQQQVOOVTITQQQSQQQQLDSSO +4 more
Jul 27 Market Brief Verdict Week: Storage Prints, Then the Capex Reads
ABBNYAMZNARKGARWRAYABIPCCJCEG +4 more
Jul 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 25 Scan Market Pulse — Macro Dashboard
SPYQQQDIAIWMVTIRSPXLKXLF +4 more
Jul 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 25 Scan Etf Universe
QQQMQQQVOOVTITQQQSQQQQLDSSO +4 more
Jul 22 Market Brief The tape sells software and buys scarcity
ABNBADIAMGNAMVMFANDEAPONVDAARM +4 more
Jul 20 Market Brief The Bounce Meets the $90 Barrel
ABBNYAMBQAMDAMTARCBARKQGEEMETA +4 more
Jul 17 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 17 Scan Market Pulse — Macro Dashboard
SPYQQQDIAIWMVTIRSPXLKXLF +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 17 Scan Etf Universe
QQQMQQQVOOVTITQQQSQQQQLDSSO +4 more
Jul 11 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 11 Scan Market Pulse — Macro Dashboard
SPYQQQDIAIWMVTIRSPXLKXLF +4 more
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 11 Scan Etf Universe
QQQMQQQVOOVTITQQQSQQQQLDSSO +4 more
Jul 7 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 7 Scan Market Pulse — Macro Dashboard
SPYQQQDIAIWMVTIRSPXLKXLF +4 more
Jul 7 Scan Etf Universe
QQQMQQQVOOVTITQQQSQQQQLDSSO +4 more
Jun 26 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 26 Scan Market Pulse — EOW Macro Dashboard
SPYQQQDIAIWMVTIRSPXLKXLF +4 more
Jun 25 Scan Monster Scan
005930.KS5991.T6779.TAAAALAAONAAUCABCL +4 more
Jun 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 25 Scan Market Pulse — Macro Dashboard, June 25, 2026
SPYQQQDIAIWMVTIXLKXLFXLE +4 more
Jun 22 Article Status — R33 Full-Scan Wrap-Up (2026-06-18 anchor)
SPYQQQSMHBEGEVMUAMATNVDA +4 more
Jun 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAONABSI +4 more
Jun 20 Scan Market Pulse — 2026 06 20 (Macro Dashboard)
SPYQQQDIAIWMVTIXLKXLFXLE +4 more
Jun 20 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 16 Scan Monster Scan
005930.KS6779.TAAOIAEHRAIXA.DEALABALRIB.PAAMKR +4 more
Jun 16 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 16 Scan Market Pulse
SPYQQQDIAIWMVTIXLKXLFXLE +4 more
Jun 16 Article Status Report
VOOSPYQQQMSMHVIXYVXXGLDTLT +4 more
Jun 7 Scan Etf Monster Discovery
SOXLTECLDRAMWGMITQQQEWYCHATEWT +4 more
Jun 5 Investigation Aschenbrenner research dossier — essay-mined lanes, the pair-trade put book, 13F track-record calibration, and cross-manager convergence
BESNDKCRWVIRENCORZAPLDRIOTCLSK#ai-power-bottleneck#memory-supercycle#optical-supercycle +4 more
Jun 5 Investigation Aschenbrenner essay vs 13F scorecard — what the Situational Awareness predictions have actually done, and the new megacap put overlay
BESNDKCRWVIRENCORZAPLDRIOTCLSK#ai-power-bottleneck#optical-supercycle#memory-supercycle +4 more
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 29 Scan Market Pulse Scan
BNDCOPXDIAEEMEFAEWJFXIGLD +4 more
May 29 Scan ETF Universe Scan
CLOUDOGGDRAMDUSTEWZFNGDFNGUFTEC +4 more
May 29 Scan AI Scan
ADBEAIAIQAMDAMZNANETARMASML +4 more
May 29 Scan AI Infrastructure Scan
AIQAMDAMZNANETARMASMLAVGOBCE +4 more
May 23 Article Weird-ETF rotation read — MSTR-leverage breakdown, AI-stack narrowing, defensives flat
MSTRNVDATSLABTCMSTUMSTXMSTYNVDL#ai-power-bottleneck#optical-supercycle +4 more
May 1 Scan Market Pulse Scan
SPYQQQDIAIWMMTUMSMHEEMAIQ +4 more
Apr 28 Scan Market Pulse Scan
BNDCOPXDIAEEMEFAEWJFXIGLD +4 more
Apr 28 Scan ETF Universe Scan
CLOUDUSTEWZFNGDFNGUFTECFXIGDX +4 more
Apr 28 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Apr 26 Scan Monster Scan
AAAAOIAAUCACHCACLSACLXADEAAEHR +4 more
Apr 26 Scan Market Pulse Scan
BNDCOPXDIAEEMEFAEWJFXIGLD +4 more
Apr 26 Scan ETF Universe
CLOUDOGGDUSTEWZFNGUFTECFXIGDX +4 more
Apr 13 Scan Market Pulse Scan
BNDCOPXDIAEEMEFAEWJFXIGLD +4 more
Apr 13 Scan ETF Universe Scan
FNGDFNGUIWMQLDQQQQQQMSMHSOXL +4 more
Apr 10 Scan ETF Universe Scan
FNGUQQQQQQMSMHSOXLSOXSSPXLSQQQ +4 more
Apr 3 Scan ETF Universe Scan
FNGUIWMLABUQQQQQQMSMHSOXLSQQQ +4 more
Mar 31 Scan ETF Universe
CLOUDOGGEWZFNGDFNGUFTECFXIGDX +4 more
Mar 31 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 26 Scan Monster Scan
AAOIACLXADEAAEISAEMAGIAGXAHG +4 more
Mar 26 Scan Market Pulse
BNDCOPXDIAEEMEFAEWJFXIGLD +4 more
Mar 26 Scan ETF Universe
FNGDFNGUIWMQLDQQQSMHSOXLSPXL +4 more
Mar 20 Scan Monster Scan
AAAAOIAKAMANETANFAPHAVGOBE +4 more
Mar 20 Scan Market Pulse
BNDCOPXDIAEEMEFAEWJFXIGLD +4 more
Mar 20 Scan ETF Universe Scan
CLOUDUSTEWZFNGDFNGUFTECFXIGDX +4 more
Mar 20 Scan AI Scan
ADBEAMDAMZNANETARMASMLAVGOBBAI +4 more
Mar 13 Scan Monster Scan
AAAAOIAAUCACLXAEMAGAGIANET +4 more
Mar 13 Scan ETF Universe
EEMEWJEWZFXIGDXGLDINDAIWM +4 more
Mar 12 Scan Monster Scan
AAAAOIAAUCACLXADEAAEISAEMAG +4 more
Mar 12 Scan Market Pulse
BNDCOPXDIAEEMEFAEWJFXIGLD +4 more
Mar 12 Scan ETF Universe Scan
CLOUEWZFNGUFTECFXIGDXGLDHYG +4 more
Mar 11 Scan Market Pulse
BNDCOPXDIAEEMEFAEWJFXIGLD +4 more
Mar 11 Scan ETF Universe Scan
CLOUDOGGDUSTEWZFNGUFTECFXIGDX +4 more
Mar 11 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 10 Scan Market Pulse — Full Macro Dashboard
BNDCOPXDIAEEMEFAEWJFXIGLD +4 more
Mar 10 Scan ETF Universe Scan
ARKGARKKDIAEEMGDXIWMQQQSLV +4 more
Mar 10 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 4 Scan ETF Universe Scan
CLOUDOGGDUSTFNGDFNGUFTECGDXGLD +4 more
Mar 3 Scan ETF Universe Scan
ARKGARKKBUGCIBRCLOUDIAEEMGLD +4 more
Feb 26 Scan ETF Universe Scan
CLOUDUSTFNGUFTECGDXGLDIGVIWM +4 more
Feb 22 Scan ETF Universe Scan
ARKKCLOUDIAEEMGLDIGVIWMQQQ +4 more
Feb 16 Scan Market Pulse
COPXDIAEEMGLDIWMQQQSLVSMH +3 more
Feb 16 Scan ETF Universe Scan
ARKKBOTZCLOUDIAEEMGLDIGVIWM +4 more
Feb 11 Scan Market Pulse
COPXDIAEEMGLDIWMQQQSLVSMH +3 more
Feb 11 Scan ETF Universe Scan
ARKGARKKCLOUCOPXDIAEEMGLDIBIT +4 more
Feb 9 Scan Market Pulse
COPXEEMGLDIWMQQQMSLVSMHUSO +2 more
Feb 9 Scan ETF Universe Scan
COPXEEMFNGDFNGUGLDIGVIWMQQQM +4 more
Feb 9 Article Daily Actions
AAPLAMDAMZNBEBIIBCEGCLCLX +4 more
Feb 5 Scan Market Pulse
COPXEEMGLDIWMQQQMSLVSMHUSO +4 more
Feb 5 Scan Ideas ETF Universe Scan
CLOUDUSTFNGDFNGUFTECGDXGLDIGV +4 more
Feb 4 Scan Market Pulse
COPXEEMGLDIWMQQQMSCHXSLVSMH +4 more
Feb 3 Scan Market Pulse Bird's Eye View
COPXDIAGLDIWMQQQSLVSMHSPY +4 more
Feb 2 Scan Ideas ETF Universe Scan
CLOUDUSTFNGDFNGUFTECGDXGLDIGV +4 more
Feb 1 Update Portfolio - Main Snapshot
AAPLAMZNARKXASASMLBECRSPCRSR +4 more