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Semi Architecture stocks today

Where the basket ranks among 30 US sectors right now, how broad the move is, and which names make up the basket.

Rank right now
25of 30
Basket move
-0.90%
Names green
1of 12
Tape
6of 30 green

Showing the after hours, on the 4pm close basis. Updates every few minutes during the session, 4pm close after hours.

Ranked next to it right now: Bitcoin Miners -0.70% #23 · Whole Rack -0.84% #24 · Optical and Inference -0.94% #26 · Robotics -1.05% #27

The basket

12 names, one share class per company. The roster is versioned, so every rank ever published for this basket points at a known list of names.

Driving the move right now

••••-2.21%
••••-2.07%
••••-1.14%

The names behind the moves are for members.

About this basket

Chip design, the tools that design chips, the foundries that make them and the equipment on the fab floor. This is the backbone of the semiconductor trade rather than any one product cycle. When money rotates into or out of chips as an idea, this basket moves first.

Reading this basket

Twelve names across design, tools, foundry and equipment, the widest chip basket on the board. Ten of twelve green is the market buying chips as an idea. A split day, design names up and equipment names down, is a rotation inside the group and often shows up before the broad chip trade turns.

  1. Rank first. The rank says where the money is going right now. A basket near the top of the board is where the tape is rotating in this session; one sliding down the list is where it is leaving.
  2. Breadth next. Names green of names total says whether the group is moving or one name is carrying it. Most names green is a group move. Two of ten is one stock and a different trade.
  3. Then the driver. Inside the basket the biggest mover sits first. On the free page the three biggest moves are shown with the names masked; members see which name leads and which has not moved.

How the rank works

Every basket is scored on its average move and its breadth against the other 29, every few minutes during the session and again at the 4pm close. The rank is the basket’s place in that list. It comes from the tape itself, not from headlines, so rotation shows up here before it is written about.

Common questions

What is in the Semi Architecture basket?

12 names, one share class per company: AMD (Advanced Micro Devices), AVGO (Broadcom), ASML (ASML Holding N.V. - New York Re), ARM (Arm Holdings), INTC (Intel), QCOM (QUALCOMM Incorporated), TSM (Taiwan Semiconductor Manufactur), AMAT (Applied Materials), LRCX (Lam Research), CDNS (Cadence Design Systems), AEHR (Aehr Test Systems), TSEM (Tower Semiconductor). The roster is versioned, so every rank the board publishes for the basket points at a known list of names.

Is the Semi Architecture basket up today?

Right now the basket is down 0.90% on the 4pm close, ranked 25 of 30 US sector baskets, with 1 of 12 names green. The numbers on this page update every few minutes during the session.

How is the Semi Architecture basket ranked?

Every basket is scored on its average move and its breadth against the other 29, every few minutes during the session and again at the 4pm close. The rank is the basket’s place in that list. It comes from the tape itself, not from headlines, so rotation shows up here before it is written about.

Which Semi Architecture stock is leading today?

This page shows the three biggest moves inside the basket today without naming the stocks. Members see every name in rank order, which one is leading and which has not moved, and the alerts when a name crosses a level on real volume.

Open the live boardMembers see this basket named in today’s race, the ten day and one month views, the names behind the masked movers, and the alerts. Upgrade to Pro

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