Foundries, AI infrastructure, edge AI, and connectivity - a few underrated semiconductor names consolidating in high tight flags after breaking out of major bases.
$GFS $PENG $SYNA $CEVA
GlobalFoundries $GFS - one of the most underappreciated foundries in the AI supply chain
Still consolidating and building a base over the past 4 years, Trading well above IPO VWAP, which has now flipped into key support.
Earnings in 6 days!
$GLW is my favorite Optics company. It's tough to chase these $AAOI's and $CIEN's when there is really an excellent fundamental company who has moat on multiple verticals.
They have more than 100 years of experience in Glass business and leaders there. $AAPL needs them, $GOOGL needs them, Samsung needs them, and now Datacenters & $NVDA needs them. A LEADER IN EVERY SENSE.
Fun fact: Thomas Edison famously placed his first order with Corning on November 17, 1880.
My next PT: 250
$NOK
Oh me oh my
$NOK — $30M expansion of photonic chip packaging in Allentown, PA.
•Photonic chip capacity 10x increase — ready by Q3 2026
•Workforce nearly doubles to 500+ jobs
•Funding: $4M state aid + $10M CHIPS Act tax credits
•$500M+ projected economic impact over 5 years
•Part of Nokia’s broader $4B US investment plan
Marvell $MRVL is forming an incredible ‘high & tight’ bull flag here.
Very similar look to a lot of memory names like $MU & $SNDK
This breakout is currently one of my top-watches & one of my favourite setups.
$MU met the PT, yet again. The best(funny) part of all of it is, it's not even $1.5T company, let alone $2T
No trade for me, I need to know if its a double top or not. This stock has been giving entries at EMAs time and again, no need to chase.
Outside of semis, three themes are quietly confirming Stage 2:
Energy - $FLOC $KNTK. Both above all MAs, 30W curling up. Energy was Stage 4 most of 2025.
Industrials & Space - $LGN $WAB $ITT $LUNR. Classic late-cycle strength. $LUNR is the standout - NASA contracts + lunar infrastructure. Still early Stage 2.
AI Infra $NBIS $CORZ $HUT. Market re-rating this category. All three above every key MA with rising 30W.
Three different sectors. Same message - institutional money is moving in.
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