Clearway Energy, a name the creator likes, is clearly trending upwards and forming a bottom on the weekly chart, making it interesting.
Source Post
The Semis Are Shifting, Here Are the Leaders | SMH Analysis
Sep 25, 2026
The creator discusses a shift in the semiconductor market, highlighting SMH as a bullish ETF. They identify ARM, AMD, and Intel as strong performers breaking out of bases, while LRCX, AMAT, KLAC, MU, SNDK, WDC, and STX are showing weakness or consolidation. CLS is also noted as a potential upward mover.
Linked Mentions
Tickers discussed in this post
Seagate Technology is currently stabilizing, indicating a neutral or consolidating phase.
Western Digital, a former leader, is now becoming a laggard and is stabilizing in place, suggesting a cautious outlook.
SanDisk is currently stabilizing in place, indicating a neutral or consolidating phase.
Micron Technology is showing upward movement and consolidating, with acceptable performance but currently just stabilizing.
KLA Corporation is significantly weaker and is waiting for a bottom, suggesting a neutral or cautious approach.
Applied Materials is much weaker and is waiting for a bottom, indicating a neutral or cautious stance.
Lam Research Corporation is significantly weaker than other names and is waiting for a bottom, suggesting a hold or wait-and-see approach.
Intel is showing strong performance, breaking out of a base and looking great, indicating a very solid and coherent breakout.
Advanced Micro Devices has already established a long position from a previous move, indicating a successful and incredible trade.
