AVGO at $396.60 (+2.82%) — Still in tranche territory after Friday's selloff. Bouncing off the ~$385 level from last week. Monitor for entry if conviction holds.
NVDA at $208.64 (+1.73%) — Trading near the $205-210 range flagged as a tranche entry zone. Friday's dip to ~$205 created the window; today's bounce is modest relative to peers.
| Ticker | Sector | Price | Daily Chg |
|---|---|---|---|
| AAOI | Optical Transceivers | $196.64 | +11.10% |
| MU | Memory / HBM | $949.28 | +9.87% |
| MRVL | Custom Silicon / Optical / Networking | $288.85 | +9.63% |
| KLAC | Semiconductor Inspection | $2,108.06 | +9.27% |
| AMAT | Semiconductor Equipment | $492.17 | +8.64% |
| CRDO | High-Speed Connectivity | $222.27 | +7.43% |
| LRCX | Semiconductor Equipment | $324.45 | +6.98% |
| COHR | Optical Components / Transceivers | $401.93 | +6.62% |
| ONTO | Semiconductor Inspection / Metrology | $268.99 | +6.22% |
| ENTG | Semiconductor Materials / Chemicals | $132.71 | +5.82% |
| ASML | EUV Lithography Equipment | $1,734.83 | +5.67% |
| MPWR | Power Management ICs | $1,559.18 | +5.28% |
| AMD | GPU / CPU / AI Accelerators | $490.33 | +5.14% |
| AMKR | Advanced Packaging / Testing | $68.29 | +5.14% |
| CDNS | EDA Tools | $394.24 | +4.80% |
| TER | Semiconductor Testing | $374.69 | +4.68% |
| ASX | Advanced Packaging / Testing | $35.52 | +4.38% |
| CLS | AI Data Center Hardware / EMS | $386.50 | +3.98% |
| WDC | Memory / Storage | $526.93 | +2.97% |
| AVGO | Custom Silicon / Networking | $396.60 | +2.82% |
| TSM | Foundry | $426.80 | +2.80% |
| CRWV | GPU Cloud / AI Infrastructure | $102.37 | +1.97% |
| SNPS | EDA Tools | $473.48 | +1.86% |
| ETN | Power Infrastructure | $403.14 | +1.82% |
| NVDA | GPU / AI Accelerators | $208.64 | +1.73% |
| ANET | Data Center Networking | $156.40 | +1.38% |
| QCOM | Edge AI / Mobile | $217.77 | +0.85% |
| FN | Optical Manufacturing | $623.71 | +0.40% |
| VRT | Power / Cooling Infrastructure | $300.57 | +0.02% |
| CIEN | Optical Networking Equipment | $466.67 | -4.41% |