Silicon Investor - Semi Equipment Analysis

[Return to Sender] NYSE Market Breadth Advancing Issues: 1,671 Declining Issues: 1,071 Unchanged I...

Return to Sender — 9/11/2026 11:03:17 PM

NYSE Market Breadth

Advancing Issues: 1,671

Declining Issues: 1,071

Unchanged Issues: 78

Advancing Volume: 2.93 billion

Declining Volume: 1.86 billion

Unchanged Volume: 33.41 million

Total Volume: 4.83 billion [ 1]

Nasdaq Market Breadth

Advancing Issues: 2,875

Declining Issues: 1,995

Unchanged Issues: 201

Advancing Volume: 4.65 billion

Declining Volume: 2.08 billion

Unchanged Volume: 50.20 million

Total Volume: 6.78 billion [ 1]

[Return to Sender] BPNDX/BPSOX Market Breadth and Momentum Indicators - Page Down to see both Chart...

Return to Sender — 9/11/2026 10:54:28 PM

BPNDX/BPSOX Market Breadth and Momentum Indicators - Page Down to see both Charts and Table:

[Return to Sender] Same 21 SOX Components Trade Above their 200 Day SMA's: Tues Wed Thur Fri ADI ...

Return to Sender — 9/11/2026 10:41:17 PM

Same 21 SOX Components Trade Above their 200 Day SMA's:

Tues	Wed	Thur	Fri
ADI	ADI	ADI	ADI
ALAB	ALAB	ALAB	ALAB
AMAT	AMAT	AMAT	AMAT
AMD	AMD	AMD	AMD
ARM	ARM	ARM	ARM
ASML	ASML	ASML	ASML
COHR	COHR	COHR	COHR
ENTG	ENTG	ENTG	ENTG
INTC	INTC	INTC	INTC
KLAC	KLAC	KLAC	KLAC
LRCX	LRCX	LRCX	LRCX
MRVL	MRVL	MRVL	MRVL
MTSI	MTSI	MTSI	MTSI
MU	MU	MU	MU
NVDA	NVDA	NVDA	NVDA
QCOM	QCOM	QCOM	QCOM
QRVO	QRVO	QRVO	QRVO
SWKS	SWKS	SWKS	SWKS
TER	TER	TER	TER
TSM	TSM	TSM	TSM
TXN	TXN	TXN	TXN

[Return to Sender] 13 SOX Components Trade Above their 50 Day SMA's - [ADI COHR ENTG added] Tues ...

Return to Sender — 9/11/2026 10:29:41 PM

13 SOX Components Trade Above their 50 Day SMA's - [ADI COHR ENTG added]

Tues	Wed	Thur	Fri
AMD	AMD	AMD	ADI
ASML	ENTG	INTC	AMD
INTC	INTC	MRVL	COHR
MRVL	MRVL	MU	ENTG
MU	MTSI	NVDA	INTC
NVDA	MU	QCOM	MRVL
QCOM	NVDA	QRVO	MU
QRVO	QCOM	SWKS	NVDA
SWKS	QRVO	TER	QCOM
TER	SWKS	TSM	QRVO
TSM	TER		SWKS
	TSM		TER
			TSM

[Return to Sender] No New 52 Week Highs on the NDX Today but [IDXX] Hit Another New 52 Week Low Tod...

Return to Sender — 9/11/2026 10:23:00 PM

No New 52 Week Highs on the NDX Today but [IDXX] Hit Another New 52 Week Low Today.

[Return to Sender] BPSOX Rose 3 to 17 PnF Buy Signals - [ADI MCHP ON added] Tues Wed Thur Fri ALA...

Return to Sender — 9/11/2026 10:18:25 PM

BPSOX Rose 3 to 17 PnF Buy Signals - [ADI MCHP ON added]

Tues	Wed	Thur	Fri
ALAB	ALAB	AMD	ADI
AMD	AMD	ARM	AMD
ASML	ARM	ASML	ARM
COHR	ASML	COHR	ASML
INTC	COHR	INTC	COHR
KLAC	INTC	KLAC	INTC
MU	KLAC	MU	KLAC
NVDA	MU	NVDA	MCHP
NVMI	NVDA	NVMI	MU
QCOM	NVMI	QCOM	NVDA
QRVO	QCOM	QRVO	NVMI
SWKS	QRVO	SWKS	ON
TER	SWKS	TER	QCOM
TSM	TER	TSM	QRVO
	TSM		SWKS
			TER
			TSM

[Return to Sender] BPNDX Rose 2 to 43 PnF Buy Signals - [ADI MCHP added] Tues Wed Thur Fri AAPL A...

Return to Sender — 9/11/2026 10:11:37 PM

BPNDX Rose 2 to 43 PnF Buy Signals - [ADI MCHP added]

Tues	Wed	Thur	Fri
AAPL	AAPL	AAPL	AAPL
ADP	ADP	ADP	ADI
ALAB	ALAB	ALNY	ADP
ALNY	ALNY	AMD	ALNY
AMD	AMD	AMZN	AMD
AMZN	AMZN	ARM	AMZN
APP	APP	ASML	ARM
ASML	ARM	CCEP	ASML
BKR	ASML	CEG	CCEP
CCEP	BKR	CMCSA	CEG
CEG	CCEP	CRWV	CMCSA
CMCSA	CEG	CSCO	CRWV
CRWV	CMCSA	CSX	CSCO
CSCO	CRWV	CTAS	CSX
CSX	CSCO	FANG	CTAS
CTAS	CSX	FAST	FANG
FANG	CTAS	FTNT	FAST
FAST	FANG	GILD	FTNT
GILD	FAST	GOOGL	GILD
GOOGL	GILD	INTC	GOOGL
INTC	GOOGL	KLAC	INTC
KLAC	INTC	LITE	KLAC
LITE	KLAC	MDLZ	LITE
MDLZ	LITE	META	MCHP
MELI	MDLZ	MSTR	MDLZ
META	META	MU	META
MSTR	MSTR	NBIS	MSTR
MU	MU	NFLX	MU
NBIS	NBIS	NVDA	NBIS
NFLX	NFLX	PAYX	NFLX
NVDA	NVDA	PEP	NVDA
PAYX	PAYX	QCOM	PAYX
PEP	PEP	REGN	PEP
PYPL	PYPL	SNDK	QCOM
QCOM	QCOM	SPCX	REGN
REGN	REGN	STX	SNDK
ROST	ROST	TER	SPCX
SBUX	SNDK	TMUS	STX
SNDK	SPCX	TSLA	TER
SPCX	STX	WBD	TMUS
STX	TER	WDC	TSLA
TER	TMUS		WBD
TMUS	TSLA		WDC
TRI	WBD
TSLA	WDC
WBD
WDC

[Return to Sender] NYSE Market Breadth Advancing Issues: 741 Declining Issues: 1,975 Unchanged Iss...

Return to Sender — 9/10/2026 5:00:59 PM

NYSE Market Breadth

Advancing Issues: 741

Declining Issues: 1,975

Unchanged Issues: 63

Advancing Volume: 819.13M

Declining Volume: 1.34B

Total Volume: 2.16B

Nasdaq Market Breadth

Advancing Issues: 1,474

Declining Issues: 3,167

Unchanged Issues: 152

Advancing Volume: 2.13B

Declining Volume: 2.13B

Total Volume: 4.3B

[Return to Sender] BPNDX/BPSOX Market Breadth and Momentum Indicators - Page Down to see both Ch...

Return to Sender — 9/10/2026 4:58:58 PM


BPNDX/BPSOX Market Breadth and Momentum Indicators - Page Down to see both Charts and Table:

[Return to Sender] Same 21 SOX Stocks Trade Above their 200 Day SMA's: Tues Wed Thur ADI ADI ADI ...

Return to Sender — 9/10/2026 4:45:49 PM

Same 21 SOX Stocks Trade Above their 200 Day SMA's:

Tues	Wed	Thur
ADI	ADI	ADI
ALAB	ALAB	ALAB
AMAT	AMAT	AMAT
AMD	AMD	AMD
ARM	ARM	ARM
ASML	ASML	ASML
COHR	COHR	COHR
ENTG	ENTG	ENTG
INTC	INTC	INTC
KLAC	KLAC	KLAC
LRCX	LRCX	LRCX
MRVL	MRVL	MRVL
MTSI	MTSI	MTSI
MU	MU	MU
NVDA	NVDA	NVDA
QCOM	QCOM	QCOM
QRVO	QRVO	QRVO
SWKS	SWKS	SWKS
TER	TER	TER
TSM	TSM	TSM
TXN	TXN	TXN

[Return to Sender] 10 SOX Components Trade Above their 50 Day SMA's - [ENTG MTSI removed] Tues We...

Return to Sender — 9/10/2026 4:43:12 PM

10 SOX Components Trade Above their 50 Day SMA's - [ENTG MTSI removed]

Tues	Wed	Thur
AMD	AMD	AMD
ASML	ENTG	INTC
INTC	INTC	MRVL
MRVL	MRVL	MU
MU	MTSI	NVDA
NVDA	MU	QCOM
QCOM	NVDA	QRVO
QRVO	QCOM	SWKS
SWKS	QRVO	TER
TER	SWKS	TSM
TSM	TER
	TSM

[Return to Sender] No New 52 Week Highs on the NDX Today But [IDXX] Did hit Another New Low Today.

Return to Sender — 9/10/2026 4:36:42 PM

[Return to Sender] BPSOX Fell 1 to 14 PnF Buy Signals - [ALAB removed] Tues Wed Thur ALAB ALAB AM...

Return to Sender — 9/10/2026 4:34:22 PM

BPSOX Fell 1 to 14 PnF Buy Signals - [ALAB removed]

Tues	Wed	Thur
ALAB	ALAB	AMD
AMD	AMD	ARM
ASML	ARM	ASML
COHR	ASML	COHR
INTC	COHR	INTC
KLAC	INTC	KLAC
MU	KLAC	MU
NVDA	MU	NVDA
NVMI	NVDA	NVMI
QCOM	NVMI	QCOM
QRVO	QCOM	QRVO
SWKS	QRVO	SWKS
TER	SWKS	TER
TSM	TER	TSM
	TSM

[Return to Sender] BPNDX Fell 4 to 41 PnF Buy Signals - [ALAB APP BKR PYPL ROST removed FTNT added]...

Return to Sender — 9/10/2026 4:29:41 PM

BPNDX Fell 4 to 41 PnF Buy Signals - [ALAB APP BKR PYPL ROST removed FTNT added]

Tues	Wed	Thur
AAPL	AAPL	AAPL
ADP	ADP	ADP
ALAB	ALAB	ALNY
ALNY	ALNY	AMD
AMD	AMD	AMZN
AMZN	AMZN	ARM
APP	APP	ASML
ASML	ARM	CCEP
BKR	ASML	CEG
CCEP	BKR	CMCSA
CEG	CCEP	CRWV
CMCSA	CEG	CSCO
CRWV	CMCSA	CSX
CSCO	CRWV	CTAS
CSX	CSCO	FANG
CTAS	CSX	FAST
FANG	CTAS	FTNT
FAST	FANG	GILD
GILD	FAST	GOOGL
GOOGL	GILD	INTC
INTC	GOOGL	KLAC
KLAC	INTC	LITE
LITE	KLAC	MDLZ
MDLZ	LITE	META
MELI	MDLZ	MSTR
META	META	MU
MSTR	MSTR	NBIS
MU	MU	NFLX
NBIS	NBIS	NVDA
NFLX	NFLX	PAYX
NVDA	NVDA	PEP
PAYX	PAYX	QCOM
PEP	PEP	REGN
PYPL	PYPL	SNDK
QCOM	QCOM	SPCX
REGN	REGN	STX
ROST	ROST	TER
SBUX	SNDK	TMUS
SNDK	SPCX	TSLA
SPCX	STX	WBD
STX	TER	WDC
TER	TMUS
TMUS	TSLA
TRI	WBD
TSLA	WDC
WBD
WDC

[Return to Sender] NYSE Advance/Decline Volume Advancing Volume: 1.15 billion shares Declining Vol...

Return to Sender — 9/9/2026 5:59:36 PM

NYSE Advance/Decline Volume

Advancing Volume: 1.15 billion shares

Declining Volume: 3.72 billion shares

Unchanged Volume: 33.44 million shares

Advancing Issues: 690

Declining Issues: 2,069 [ 1]

Nasdaq Advance/Decline Volume

Advancing Volume: 2.62 billion shares

Declining Volume: 4.76 billion shares

Unchanged Volume: 30.46 million shares

Advancing Issues: 1,217

Declining Issues: 3,727 [ 1]

[Return to Sender] BPNDX/BPSOX Market Breadth and Momentum Indicators - Page Down to see both Chart...

Return to Sender — 9/9/2026 5:51:10 PM

BPNDX/BPSOX Market Breadth and Momentum Indicators - Page Down to see both Charts and Table:

[Return to Sender] The Same 21 SOX Components Trade Above their 200 Day SMA's: Tues Wed ADI ADI A...

Return to Sender — 9/9/2026 5:30:47 PM

The Same 21 SOX Components Trade Above their 200 Day SMA's:

Tues	Wed
ADI	ADI
ALAB	ALAB
AMAT	AMAT
AMD	AMD
ARM	ARM
ASML	ASML
COHR	COHR
ENTG	ENTG
INTC	INTC
KLAC	KLAC
LRCX	LRCX
MRVL	MRVL
MTSI	MTSI
MU	MU
NVDA	NVDA
QCOM	QCOM
QRVO	QRVO
SWKS	SWKS
TER	TER
TSM	TSM
TXN	TXN

[Return to Sender] 12 SOX Components Now Trade Above their 50 Day SMA's - [ASML removed ENTG MTSI a...

Return to Sender — 9/9/2026 5:25:20 PM

12 SOX Components Now Trade Above their 50 Day SMA's - [ASML removed ENTG MTSI added]

Tues	Wed
AMD	AMD
ASML	ENTG
INTC	INTC
MRVL	MRVL
MU	MTSI
NVDA	MU
QCOM	NVDA
QRVO	QCOM
SWKS	QRVO
TER	SWKS
TSM	TER
	TSM

[Return to Sender] No New 52 Week Highs on the NDX Today but 1 New 52 Week Low which was - [IDXX]

Return to Sender — 9/9/2026 5:14:46 PM

[Return to Sender] BPSOX Rose 1 to 15 PnF Buy Signals - [ARM added] Mon Wed ALAB ALAB AMD AMD ASM...

Return to Sender — 9/9/2026 5:08:16 PM

BPSOX Rose 1 to 15 PnF Buy Signals - [ARM added]

Mon	Wed
ALAB	ALAB
AMD	AMD
ASML	ARM
COHR	ASML
INTC	COHR
KLAC	INTC
MU	KLAC
NVDA	MU
NVMI	NVDA
QCOM	NVMI
QRVO	QCOM
SWKS	QRVO
TER	SWKS
TSM	TER
	TSM

[Return to Sender] BPNDX Fell 2 to 45 PnF Buy Signals - [ARM added MELI SBUX TRI removed] Mon Wed...

Return to Sender — 9/9/2026 5:05:12 PM

BPNDX Fell 2 to 45 PnF Buy Signals - [ARM added MELI SBUX TRI removed]

Mon	Wed
AAPL	AAPL
ADP	ADP
ALAB	ALAB
ALNY	ALNY
AMD	AMD
AMZN	AMZN
APP	APP
ASML	ARM
BKR	ASML
CCEP	BKR
CEG	CCEP
CMCSA	CEG
CRWV	CMCSA
CSCO	CRWV
CSX	CSCO
CTAS	CSX
FANG	CTAS
FAST	FANG
GILD	FAST
GOOGL	GILD
INTC	GOOGL
KLAC	INTC
LITE	KLAC
MDLZ	LITE
MELI	MDLZ
META	META
MSTR	MSTR
MU	MU
NBIS	NBIS
NFLX	NFLX
NVDA	NVDA
PAYX	PAYX
PEP	PEP
PYPL	PYPL
QCOM	QCOM
REGN	REGN
ROST	ROST
SBUX	SNDK
SNDK	SPCX
SPCX	STX
STX	TER
TER	TMUS
TMUS	TSLA
TRI	WBD
TSLA	WDC
WBD
WDC

[Return to Sender] NYSE Market Breadth Advancing Issues: 965 Declining Issues: 1,778 Unchanged Iss...

Return to Sender — 9/8/2026 7:06:38 PM

NYSE Market Breadth

Advancing Issues: 965

Declining Issues: 1,778

Unchanged Issues: 89

Advancing Volume: 1.91 billion

Declining Volume: 2.99 billion

Unchanged Volume: 59.31 million

Total Volume: 4.96 billion [ 1]

Nasdaq Market Breadth

Advancing Issues: 1,842

Declining Issues: 3,090

Unchanged Issues: 157

Advancing Volume: 4.27 billion

Declining Volume: 3.36 billion

Unchanged Volume: 77.09 million

Total Volume: 7.71 billion [ 1]

[Return to Sender] BPNDX/BPSOX Market Breadth and Momentum Indicators - Page Down to see both Chart...

Return to Sender — 9/8/2026 6:56:58 PM

BPNDX/BPSOX Market Breadth and Momentum Indicators - Page Down to see both Charts and Table:

[Return to Sender] The Same 21 SOX Components Trade Above their 200 Day SMA's: Fri Mon ADI ADI AL...

Return to Sender — 9/8/2026 6:46:40 PM

The Same 21 SOX Components Trade Above their 200 Day SMA's:

Fri	Mon
ADI	ADI
ALAB	ALAB
AMAT	AMAT
AMD	AMD
ARM	ARM
ASML	ASML
COHR	COHR
ENTG	ENTG
INTC	INTC
KLAC	KLAC
LRCX	LRCX
MRVL	MRVL
MTSI	MTSI
MU	MU
NVDA	NVDA
QCOM	QCOM
QRVO	QRVO
SWKS	SWKS
TER	TER
TSM	TSM
TXN	TXN

[Return to Sender] 11 SOX Components Trade Above their 50 Day SMA's - [AMD ASML INTC TER added]: ...

Return to Sender — 9/8/2026 6:41:16 PM

11 SOX Components Trade Above their 50 Day SMA's - [AMD ASML INTC TER added]:

Fri	Mon
MRVL	AMD
MU	ASML
NVDA	INTC
QCOM	MRVL
QRVO	MU
SWKS	NVDA
TSM	QCOM
	QRVO
	SWKS
	TER
	TSM

[Return to Sender] No New 52 Week Highs of Lows Again Today on the NDX.

Return to Sender — 9/8/2026 6:35:48 PM

[Return to Sender] BPSOX Rose 4 to 14 PnF Buy Signals - [AMD ASML COHR INTC added] Fri Mon ALAB A...

Return to Sender — 9/8/2026 6:32:09 PM

BPSOX Rose 4 to 14 PnF Buy Signals - [AMD ASML COHR INTC added]

Fri	Mon
ALAB	ALAB
INTC	AMD
MU	ASML
NVDA	COHR
NVMI	INTC
QCOM	KLAC
QRVO	MU
SWKS	NVDA
TER	NVMI
TSM	QCOM
	QRVO
	SWKS
	TER
	TSM

[Return to Sender] BPNDX Fell 3 to 47 PnF Buy Signals - [ABNB AMGN BKNG DASH DXCM GEHC MSFT VRTX WD...

Return to Sender — 9/8/2026 6:24:16 PM

BPNDX Fell 3 to 47 PnF Buy Signals - [ABNB AMGN BKNG DASH DXCM GEHC MSFT VRTX WDAY removed AMD ASML CRWV KLAC NBIS STX added]

Fri	Mon
AAPL	AAPL
ABNB	ADP
ADP	ALAB
ALAB	ALNY
ALNY	AMD
AMGN	AMZN
AMZN	APP
APP	ASML
BKNG	BKR
BKR	CCEP
CCEP	CEG
CEG	CMCSA
CMCSA	CRWV
CSCO	CSCO
CSX	CSX
CTAS	CTAS
DASH	FANG
DXCM	FAST
FANG	GILD
FAST	GOOGL
GEHC	INTC
GILD	KLAC
GOOGL	LITE
INTC	MDLZ
LITE	MELI
MDLZ	META
MELI	MSTR
META	MU
MSFT	NBIS
MSTR	NFLX
MU	NVDA
NFLX	PAYX
NVDA	PEP
PAYX	PYPL
PEP	QCOM
PYPL	REGN
QCOM	ROST
REGN	SBUX
ROST	SNDK
SBUX	SPCX
SNDK	STX
SPCX	TER
TER	TMUS
TMUS	TRI
TRI	TSLA
TSLA	WBD
VRTX	WDC
WBD
WDAY
WDC

[Elroy] From what I understand DRAM is supposed to have new greenfield fabs coming onlin...

Elroy — 9/7/2026 11:20:08 AM

From what I understand DRAM is supposed to have new greenfield fabs coming online in H2 2027, and NAND is supposed to have new NAND fabs coming online in H1 2028. That's a massive generalization, but I that's what I've read from conference calls, presentations and whatnot.

Normally new fabs crush the memory cycle as over supply causes massive price reductions.
How it plays out this cycle is going to be interesting.

My understanding also is that a significant chunk of this coming new supply (and existing supply) is already pre-sold in 3 to 5 year contracts with minimum purchase commitments at prices that keep meemory gross margins above 80%.

It's sort of hard to believe (and MU's low PE relative to growth indicate lots of investors don't believe it).

Going to be interesting to watch how the new memory production capacity coming online affects prices.....

[Sam] Dell’s Monster Quarter Just Confirmed Micron’s Biggest Opportunity Is Not Just H...

Sam — 9/7/2026 10:13:29 AM

Dell’s Monster Quarter Just Confirmed Micron’s Biggest Opportunity Is Not Just HBM
Rich Duprey
Sat, September 5, 2026 at 10:00 AM EDT 5 min read

brief excerpt:

Dell Technologies (DELL) just posted another monster beat-and-raise quarter that saw DELL stock jump more than 15% on Sept. 1 and almost 5% in the following session. But as delighted as Dell investors are, Micron Technology (MU) investors should be equally ready to celebrate. The quarterly numbers validate Micron's growth trajectory, and it shows there is little let up in sight.
[....]

Bottom Line

Dell's monster Q2 strengthens the Micron thesis for a reason that has little to do with chasing the latest HBM headline.

PowerEdge needs DDR5. Data-center storage needs NAND SSDs. AI servers need both, plus HBM. That's why Micron investors should view Dell's Q2 results as a confirmation of the broader memory cycle. AI isn't simply creating demand for faster chips. It's forcing data centers to buy more memory and storage everywhere.

Micron's $50 billion quarterly revenue guide shows investors are already paying up for that shortage. Dell's latest results suggest the demand supporting those prices isn't going away yet. For MU stock shareholders, that's arguably the more important signal.

more at finance.yahoo.com

[Return to Sender] NYSE Volume Advancing Volume: 1.75 billion shares Declining Volume: 2.42 billio...

Return to Sender — 9/4/2026 10:00:27 PM

NYSE Volume

Advancing Volume: 1.75 billion shares

Declining Volume: 2.42 billion shares

Unchanged Volume: 56.49 million shares

Total Volume: 4.23 billion shares [ 1]

Nasdaq Volume

Advancing Volume: 3.60 billion shares

Declining Volume: 2.98 billion shares

Unchanged Volume: 107.24 million shares

Total Volume: 6.69 billion shares [ 1]

[Return to Sender] BPNDX/BPSOX Market Breadth and Momentum Indicators - Page Down to see both Chart...

Return to Sender — 9/4/2026 9:59:21 PM

BPNDX/BPSOX Market Breadth and Momentum Indicators - Page Down to see both Charts and Table:

[Return to Sender] 21 SOX Components Trade Above their 200 Day SMA's - [COHR MTSI added] Mon Tues...

Return to Sender — 9/4/2026 9:43:42 PM

21 SOX Components Trade Above their 200 Day SMA's - [COHR MTSI added]

Mon	Tues	Wed	Thur	Fri
ADI	ADI	ADI	ADI	ADI
ALAB	ALAB	ALAB	ALAB	ALAB
AMAT	AMAT	AMAT	AMAT	AMAT
AMD	AMD	AMD	AMD	AMD
ARM	ARM	ARM	ARM	ARM
ASML	ASML	ASML	ASML	ASML
AVGO	AVGO	ENTG	ENTG	COHR
COHR	CRDO	INTC	INTC	ENTG
CRDO	ENTG	KLAC	KLAC	INTC
ENTG	INTC	LRCX	LRCX	KLAC
INTC	KLAC	MRVL	MRVL	LRCX
KLAC	LRCX	MU	MU	MRVL
LRCX	MRVL	NVDA	NVDA	MTSI
MPWR	MU	QCOM	QCOM	MU
MRVL	NVDA	QRVO	QRVO	NVDA
MTSI	QRVO	SWKS	SWKS	QCOM
MU	SWKS	TER	TER	QRVO
NVDA	TER	TSM	TSM	SWKS
QCOM	TSM	TXN	TXN	TER
QRVO	TXN			TSM
SWKS				TXN
TER
TSM
TXN

[Return to Sender] 7 SOX Components Trade Above their 50 Day SMA's - [MRVL QCOM TSM added] Mon T...

Return to Sender — 9/4/2026 9:39:11 PM

7 SOX Components Trade Above their 50 Day SMA's - [MRVL QCOM TSM added]

Mon	Tues	Wed	Thur	Fri
MU	NVDA	MU	MU	MRVL
NVDA	QRVO	NVDA	NVDA	MU
QRVO	SWKS	QRVO	QRVO	NVDA
SWKS		SWKS	SWKS	QCOM
				QRVO
				SWKS
				TSM

[Return to Sender] No New 52 Week Highs or Lows on the NDX Today.

Return to Sender — 9/4/2026 9:34:31 PM

[Return to Sender] BPSOX Rose 3 to 10 PnF Buy Signals - [ALAB NVMI TER added] Mon Tues Wed Thur F...

Return to Sender — 9/4/2026 9:32:46 PM

BPSOX Rose 3 to 10 PnF Buy Signals - [ALAB NVMI TER added]

Mon	Tues	Wed	Thur	Fri
ALAB	ALAB	ALAB	INTC	ALAB
AMD	AMD	AMD	MU	INTC
AVGO	AVGO	AVGO	NVDA	MU
COHR	COHR	COHR	QCOM	NVDA
CRDO	INTC	INTC	QRVO	NVMI
INTC	MU	MU	SWKS	QCOM
LRCX	NVDA	NVDA	TSM	QRVO
MU	QCOM	QCOM		SWKS
NVDA	TSM	QRVO		TER
QCOM		SWKS		TSM
TSM		TSM

[Return to Sender] BPNDX Remains 50 PnF Buy Signals - [KHC ROP SNPS removed PEP TER WDC added] Mo...

Return to Sender — 9/4/2026 9:25:11 PM

BPNDX Remains 50 PnF Buy Signals - [KHC ROP SNPS removed PEP TER WDC added]

Mon	Tues	Wed	Thur	Fri
AAPL	AAPL	AAPL	AAPL	AAPL
ABNB	ABNB	ABNB	ABNB	ABNB
ADBE	ADBE	ADBE	ADBE	ADP
ADP	ADP	ADP	ADP	ALAB
ADSK	ADSK	ADSK	ALNY	ALNY
ALAB	ALAB	ALAB	AMGN	AMGN
ALNY	ALNY	ALNY	AMZN	AMZN
AMD	AMD	AMD	APP	APP
AMGN	AMGN	AMGN	BKNG	BKNG
AMZN	AMZN	AMZN	BKR	BKR
APP	APP	APP	CCEP	CCEP
AVGO	AVGO	AVGO	CEG	CEG
BKNG	BKNG	BKNG	CMCSA	CMCSA
BKR	BKR	BKR	CSCO	CSCO
CCEP	CCEP	CCEP	CSX	CSX
CDNS	CDNS	CEG	CTAS	CTAS
CEG	CEG	CMCSA	DASH	DASH
CMCSA	CMCSA	CSCO	DXCM	DXCM
CRWD	CRWD	CSX	FANG	FANG
CSCO	CSCO	CTAS	FAST	FAST
CSX	CSX	DASH	GEHC	GEHC
CTAS	CTAS	DXCM	GILD	GILD
DASH	DASH	FANG	GOOGL	GOOGL
DXCM	DXCM	FAST	INTC	INTC
FANG	FANG	GEHC	KHC	LITE
FAST	FAST	GILD	LITE	MDLZ
FTNT	GEHC	GOOGL	MDLZ	MELI
GEHC	GILD	INTC	MELI	META
GILD	GOOGL	KHC	META	MSFT
GOOGL	INTC	LITE	MSFT	MSTR
INTC	KHC	MDLZ	MSTR	MU
KHC	LITE	MELI	MU	NFLX
LITE	MDLZ	META	NFLX	NVDA
LRCX	MNST	MNST	NVDA	PAYX
MDLZ	MSFT	MSFT	PAYX	PEP
MELI	MSTR	MSTR	PYPL	PYPL
MNST	MU	MU	QCOM	QCOM
MSFT	NFLX	NFLX	REGN	REGN
MSTR	NVDA	NVDA	ROP	ROST
MU	ORLY	PAYX	ROST	SBUX
NFLX	PANW	PYPL	SBUX	SNDK
NVDA	PAYX	QCOM	SNDK	SPCX
ORLY	PLTR	REGN	SNPS	TER
PANW	PYPL	ROP	SPCX	TMUS
PAYX	QCOM	ROST	TMUS	TRI
PLTR	ROP	SBUX	TRI	TSLA
PYPL	ROST	SNDK	TSLA	VRTX
QCOM	SBUX	SNPS	VRTX	WBD
ROP	SNDK	STX	WBD	WDAY
ROST	SNPS	TMUS	WDAY	WDC
SBUX	STX	TRI
SHOP	TMUS	TSLA
SNDK	TRI	VRTX
SNPS	TSLA	WBD
STX	VRTX	WDAY
TMUS	WBD
TRI
TSLA
VRTX
WBD
WDAY

[Return to Sender] NYSE Market Diary Advancing Volume: 1.22B shares Declining Volume: 767.87M sha...

Return to Sender — 9/3/2026 4:46:00 PM

NYSE Market Diary

Advancing Volume: 1.22B shares

Declining Volume: 767.87M shares

Unchanged Volume: 9.07M shares

Total Volume: 2.0B shares

Advancing Issues: 1,725

Declining Issues: 982 [ 1]

?? Nasdaq Market Diary

Advancing Volume: 2.92B shares

Declining Volume: 1.37B shares

Unchanged Volume: 16.33M shares

Total Volume: 4.31B shares

Advancing Issues: 2,878

Declining Issues: 1,687 [ 1]

[Return to Sender] BPNDX/BPSOX Market Breadth and Momentum Indicators - Page Down to see both Chart...

Return to Sender — 9/3/2026 4:44:40 PM

BPNDX/BPSOX Market Breadth and Momentum Indicators - Page Down to see both Charts and Table:

[Return to Sender] Same 19 SOX Components Trade Above their 200 Day SMA's: Mon Tues Wed Thur ADI ...

Return to Sender — 9/3/2026 4:36:28 PM

Same 19 SOX Components Trade Above their 200 Day SMA's:

Mon	Tues	Wed	Thur
ADI	ADI	ADI	ADI
ALAB	ALAB	ALAB	ALAB
AMAT	AMAT	AMAT	AMAT
AMD	AMD	AMD	AMD
ARM	ARM	ARM	ARM
ASML	ASML	ASML	ASML
AVGO	AVGO	ENTG	ENTG
COHR	CRDO	INTC	INTC
CRDO	ENTG	KLAC	KLAC
ENTG	INTC	LRCX	LRCX
INTC	KLAC	MRVL	MRVL
KLAC	LRCX	MU	MU
LRCX	MRVL	NVDA	NVDA
MPWR	MU	QCOM	QCOM
MRVL	NVDA	QRVO	QRVO
MTSI	QRVO	SWKS	SWKS
MU	SWKS	TER	TER
NVDA	TER	TSM	TSM
QCOM	TSM	TXN	TXN
QRVO	TXN
SWKS
TER
TSM
TXN

[Return to Sender] Same 4 SOX Components Trade Above their 50 Day SMA's: Mon Tues Wed Thur MU NVD...

Return to Sender — 9/3/2026 4:32:53 PM

Same 4 SOX Components Trade Above their 50 Day SMA's:

Mon	Tues	Wed	Thur
MU	NVDA	MU	MU
NVDA	QRVO	NVDA	NVDA
QRVO	SWKS	QRVO	QRVO
SWKS		SWKS	SWKS

[Return to Sender] 2 New 52 Week Highs on the NDX Today and No New 52 Week Lows again today: New H...

Return to Sender — 9/3/2026 4:29:09 PM

2 New 52 Week Highs on the NDX Today and No New 52 Week Lows again today:

New Highs:

Mon	Tues	Wed	Thur
CRWD		REGN	REGN
		VRTX	VRTX

[Return to Sender] BPSOX Fell 4 to 7 PnF Buy Signals - [ALAB AMD AVGO COHR removed] Mon Tues Wed ...

Return to Sender — 9/3/2026 4:25:35 PM

BPSOX Fell 4 to 7 PnF Buy Signals - [ALAB AMD AVGO COHR removed]

Mon	Tues	Wed	Thur
ALAB	ALAB	ALAB	INTC
AMD	AMD	AMD	MU
AVGO	AVGO	AVGO	NVDA
COHR	COHR	COHR	QCOM
CRDO	INTC	INTC	QRVO
INTC	MU	MU	SWKS
LRCX	NVDA	NVDA	TSM
MU	QCOM	QCOM
NVDA	TSM	QRVO
QCOM		SWKS
TSM		TSM

[Return to Sender] BPNDX Fell 5 to 50 PnF Buy Signals - [ADSK ALAB AMD AVGO MNST STX removed SPCX a...

Return to Sender — 9/3/2026 4:22:23 PM

BPNDX Fell 5 to 50 PnF Buy Signals - [ADSK ALAB AMD AVGO MNST STX removed SPCX added]

Mon	Tues	Wed	Thur
AAPL	AAPL	AAPL	AAPL
ABNB	ABNB	ABNB	ABNB
ADBE	ADBE	ADBE	ADBE
ADP	ADP	ADP	ADP
ADSK	ADSK	ADSK	ALNY
ALAB	ALAB	ALAB	AMGN
ALNY	ALNY	ALNY	AMZN
AMD	AMD	AMD	APP
AMGN	AMGN	AMGN	BKNG
AMZN	AMZN	AMZN	BKR
APP	APP	APP	CCEP
AVGO	AVGO	AVGO	CEG
BKNG	BKNG	BKNG	CMCSA
BKR	BKR	BKR	CSCO
CCEP	CCEP	CCEP	CSX
CDNS	CDNS	CEG	CTAS
CEG	CEG	CMCSA	DASH
CMCSA	CMCSA	CSCO	DXCM
CRWD	CRWD	CSX	FANG
CSCO	CSCO	CTAS	FAST
CSX	CSX	DASH	GEHC
CTAS	CTAS	DXCM	GILD
DASH	DASH	FANG	GOOGL
DXCM	DXCM	FAST	INTC
FANG	FANG	GEHC	KHC
FAST	FAST	GILD	LITE
FTNT	GEHC	GOOGL	MDLZ
GEHC	GILD	INTC	MELI
GILD	GOOGL	KHC	META
GOOGL	INTC	LITE	MSFT
INTC	KHC	MDLZ	MSTR
KHC	LITE	MELI	MU
LITE	MDLZ	META	NFLX
LRCX	MNST	MNST	NVDA
MDLZ	MSFT	MSFT	PAYX
MELI	MSTR	MSTR	PYPL
MNST	MU	MU	QCOM
MSFT	NFLX	NFLX	REGN
MSTR	NVDA	NVDA	ROP
MU	ORLY	PAYX	ROST
NFLX	PANW	PYPL	SBUX
NVDA	PAYX	QCOM	SNDK
ORLY	PLTR	REGN	SNPS
PANW	PYPL	ROP	SPCX
PAYX	QCOM	ROST	TMUS
PLTR	ROP	SBUX	TRI
PYPL	ROST	SNDK	TSLA
QCOM	SBUX	SNPS	VRTX
ROP	SNDK	STX	WBD
ROST	SNPS	TMUS	WDAY
SBUX	STX	TRI
SHOP	TMUS	TSLA
SNDK	TRI	VRTX
SNPS	TSLA	WBD
STX	VRTX	WDAY
TMUS	WBD
TRI
TSLA
VRTX
WBD
WDAY

[Sam] Micron Technology to Report Fiscal Fourth Quarter Results on September 30, 2026 ...

Sam — 9/2/2026 11:07:40 PM

Micron Technology to Report Fiscal Fourth Quarter Results on September 30, 2026
August 26, 2026

BOISE, Idaho, Aug. 26, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) announced today that it will hold its fiscal fourth quarter earnings conference call on Wednesday, Sep. 30, 2026, at 2:30 p.m. Mountain time.

The call will be webcast live at investors.micron.com. Webcast replays of presentations can be accessed from Micron’s Investor Relations website for approximately one year after the call.

About Micron Technology, Inc.
Micron Technology, Inc. is a global leader in semiconductor memory and storage, powering AI and compute-intensive applications from cloud to edge. With a relentless focus on our customers, technology and product leadership, and manufacturing and operational excellence, Micron’s comprehensive portfolio of high-performance DRAM, NAND and NOR solutions deliver the speed, efficiency, and scale today’s workloads demand, accelerating intelligence to enrich life for all. To learn more about Micron Technology, Inc. (Nasdaq: MU), visit micron.com.

investors.micron.com

[Return to Sender] SOX Components Earnings' Table Update - Now Including CRDO and AVGO's Beat and R...

Return to Sender — 9/2/2026 10:03:16 PM

SOX Components Earnings' Table Update - Now Including CRDO and AVGO's Beat and Raises. CRDO reported yesterday. Yes they beat and raised but the stock still sold off. Losing over 18% today. Check the previous post for the why. AVGO reported after the bell today. Initially it sold off a bit but also recovered. Lets see what happens tomorrow! This ends our reports for this quarter. Sam, when does MU report for their current quarter?

[Return to Sender] Credo Technology Group Holding Ltd (CRDO) beat fiscal first-quarter earnings and...

Return to Sender — 9/2/2026 9:44:38 PM

Credo Technology Group Holding Ltd (CRDO) beat fiscal first-quarter earnings and revenue estimates and raised its full-year guidance. [ 1, 2]

Q1 Fiscal 2027 Results

- Adjusted EPS: Reported at $1.20, beating the consensus estimate of $1.17.
- Revenue: Reached a record $479 million, topping the expected $473 million. [ 1, 2]

Guidance Updates

- Q2 Fiscal 2027 Revenue: Guided to a range of $525 million to $535 million (midpoint of $530 million), which also came in ahead of Wall Street projections.
- Full-Year FY2027 Guidance: Management raised full-year revenue growth expectations from over 80% to over 85% year-over-year. [ 1, 2, 3, 4]

Despite the beat-and-raise report, CRDO shares fell sharply following concerns over slight sequential compression in GAAP gross margins and high valuation expectations. [ 1, 2, 3]

[Return to Sender] Broadcom Beats Q3 Estimates as AI Revenue Jumps 221%, Shares Slide on Soft Guida...

Return to Sender — 9/2/2026 9:27:22 PM

Broadcom Beats Q3 Estimates as AI Revenue Jumps 221%, Shares Slide on Soft Guidance

-0.66%

Broadcom Inc (NASDAQ:AVGO) reported financial results for the third quarter of fiscal 2026 after the closing bell on Wednesday. Here’s a look at the key details from the semiconductor company’s report.

Broadcom stock is trending. What’s the outlook for AVGO shares?

Broadcom Q3 Highlights Broadcom posted third-quarter revenue of $29.59 billion, beating analyst estimates of $29.36 billion. The company reported adjusted earnings of $3.32 per share for the quarter, beating estimates of $3.24 per share, according to Benzinga Pro.

Revenue in the quarter was up 86% on a year-over-year basis. Broadcom generated approximately $14.2 billion in cash from operations and $13.7 billion in free cash flow during the quarter.

“Demand for our custom AI accelerators and networking continues to be very strong. Q3 AI semiconductor revenue of $16.7 billion grew 221% year-over-year, and 54% quarter-over-quarter,” said Hock Tan, president and CEO of Broadcom.

The company exited the period with approximately $24 billion in cash and cash equivalents.

What’s Next For Broadcom? Broadcom sees fourth-quarter revenue of approximately $34.8 billion versus estimates of $35.03 billion. The soft guidance appears to be weighing on shares after hours.

“In Q4 the momentum continues, and we expect AI semiconductor revenue to accelerate to $21.7 billion, up 236% year-over-year,” Tan said.

Broadcom’s board approved a quarterly cash dividend of 65 cents per share, payable on Sept. 30 to shareholders of record as of Sept. 21.

Broadcom management will discuss the quarter on an earnings call at 5 p.m. ET. A link to the call has been provided below.

AVGO Shares Move Lower AVGO Price Action: Broadcom shares were down 5.07% in after-hours, trading at $348.62 at the time of publication on Wednesday, according to Benzinga Pro.

Read Also: BlackRock: AI Boom Still in Phase 1 as Amazon, Google, Microsoft Fuel 'Massive Build-Out'

Image: Shutterstock.com

© 2020 Benzinga.com - Benzinga does not provide investment advice. All rights reserved.

[Return to Sender] Broadcom beats by $0.10, beats on revs; guides Q4 revs above consensus -0.66% ...

Return to Sender — 9/2/2026 9:22:46 PM

Broadcom beats by $0.10, beats on revs; guides Q4 revs above consensus

-0.66%

Reports Q3 (Jul) earnings of $3.32 per share, excluding non-recurring items, $0.10 better than the FactSet Consensus of $3.22; revenues rose 85.5% year/year to $29.59 bln vs the $29.24 bln FactSet Consensus.Semiconductor Solutions segment revenue grew 127% yr/yr to $20.84 bln vs $20.50 bln prior guidance.Within that, Q3 AI semiconductor revenue grew 221% yr/yr and 54% sequentially to $16.7 bln vs $16.0 bln prior guidance.Infrastructure Software segment revenue grew 29% yr/yr to $8.75 bln vs $8.90 bln prior guidance.Co issues upside guidance for Q4 (Oct), sees Q4 revs of $34.80 bln vs. $34.68 bln FactSet Consensus. Co expects to maintain Q4 non-GAAP operating margin at 66%, flat from a year ago.Co expects Q4 AI semiconductor revenue to accelerate to $21.7 bln, up 236% yr/yr.

[Return to Sender] NYSE (New York Stock Exchange) Advancing Issues: 1,726 Declining Issues: 1,028...

Return to Sender — 9/2/2026 8:35:01 PM

NYSE (New York Stock Exchange)

Advancing Issues: 1,726

Declining Issues: 1,028

Unchanged Issues: 90

Advancing Volume: 3.21 billion shares

Declining Volume: 1.62 billion shares

Unchanged Volume: 40.08 million shares

Total Volume: 4.87 billion shares [ 1]

?? Nasdaq

Advancing Issues: 3,251

Declining Issues: 1,671

Unchanged Issues: 193

Advancing Volume: 5.81 billion shares

Declining Volume: 1.81 billion shares

Unchanged Volume: 77.30 million shares

Total Volume: 7.70 billion shares [ 1]