AI-exposed names lead after the capex news; Intel lags on a downgrade over foundry delays. Equipment names are mixed.
Semiconductors room
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— Bullish share— Semiconductors move50% bull dashed line
Where do you stand on Semiconductors this week?67% bullish · 874 votes
This week: 60% bullish of 150 · 30 neutralYour viewTickers taggedNone yet
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Breadth is narrow: 31 of 48 names are up, but the top six account for most of the move. Equipment names are not confirming yet.
INTC gap down filled half of the move by 11:00. Watching $36 as the line for the short.
Shared chart · INTC · 15mOpen chart
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Clean gap-and-go off the open. Holding above VWAP at $141, trailing stops under the 10:00 low. Capex news gives this legs into earnings.
Relative volume is 1.8x but most of it came in the first 30 minutes. Fading into $145 resistance with a tight stop; not fighting it if it closes above.
Earnings in 12 days and IV is already lifting. Waiting for a pullback to $139 to add.
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