Rotation inside the group: NVDA volume flat while ARM and SMCI run at 2–3.5x. Second-day rotations tend to fade; watching for NVDA to retake leadership.
Shared chart · ARM · 15mOpen chart
chipwatch
Quality Score BSemiconductor rotations and supply-chain reads.
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INTC gap down filled half of the move by 11:00. Watching $36 as the line for the short.
Shared chart · INTC · 15mOpen chart
Contract prices are the tell. MU above 104 opens the gap fill to 110.
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