Source Post

Is the Semiconductor Top In? Cycle Analysis in Semiconductors and KOSPI

Jul 19, 2026

The creator analyzes the Philadelphia Semiconductor Index (SOXX) using cycle analysis, noting a weakening trend after a period of bullish translation. The analysis suggests a potential shift to bearish translation, with key levels and indicators signaling caution.

Linked Mentions

Tickers discussed in this post

MRVLBearishHigh ConvictionSignal-backedPrimary

Marvell Technology (MRVL) is showing a left-hand translation on the weekly chart with lower highs and continued selling, indicating a likely final move down towards the 723-731 low.

TSMNeutralMedium ConvictionSignal-backedSecondary

Taiwan Semi (TSM) has an enormous run and is important for the supply chain; it shows a positive translation but is selling off back to an old low, with a bearish outlook if it doesn't move up significantly.

INTCNeutralMedium ConvictionSignal-backedSecondary

Intel (INTC) is experiencing a pullback after a sharp upside move, with a rare one-bar rally followed by a bearish translation.

MUNeutralMedium ConvictionSignal-backedSecondary

Micron, a previous standout, has shifted from strong right-hand translations to forming a lower high, indicating a potential left-hand translation and a change in cycle structure.

AMDNeutralMedium ConvictionSignal-backedSecondary

AMD is in a trading range, showing a weakening bias with indicators turning neutral to down, suggesting a potential move to the lower end of the range.

Linked Signals

Tracked calls opened from this post

MRVL
sell opened Jul 19, 2026
-2.94%