The Trend Catcher | Last Week's Pick MU Up 31%, 63% Win Rate; Semicondctor Fablss Industry Heat Up — Don't Miss Next Week's Biggest Moves
Micron Technology, Inc. MU | 0.00 | |
MACOM Technology Solutions MTSI | 0.00 | |
Western Digital Corporation WDC | 0.00 | |
Seagate Technology Holdings PLC STX | 0.00 | |
ASE Technology Holding Co., Ltd. Sponsored ADR ASX | 0.00 |
Finding the strongest stocks inside the strongest sectors—so you can ride the market’s clearest trends.
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Top 5 Gainers of This Week Last Week's Review>>
| Name | 5-Day Price Change(%) |
|---|---|
| Micron Technology, Inc.(MU.US) | 31% |
| MACOM Technology Solutions(MTSI.US) | 25.7% |
| Western Digital Corporation(WDC.US) | 11.15% |
| Seagate Technology Holdings PLC(STX.US) | 9.86% |
| ASE Technology Holding Co., Ltd. Sponsored ADR(ASX.US) | 6.5% |
1. Heating-Up Industries & Logic
Institutional insights on the popular sectors of the listed stocks. Data source from professional institutional reports.
Sorted by "Ind Group Rank"
Computer-Hardware/Perip (Top RS+EPS Stocks): Mitek Systems, Inc.(MITK.US) , BlackBerry Limited(BB.US) , Cognyte Software Ltd.(CGNT.US) , Fortinet, Inc.(FTNT.US) , VeriSign, Inc.(VRSN.US)
Sorted by "Rank Upgraded"
Elec-Semicondctor Fablss (Top RS+EPS Stocks): SiTime Corporation(SITM.US) , Advanced Micro Devices, Inc.(AMD.US) , Marvell Technology, Inc.(MRVL.US) , Monolithic Power Systems, Inc.(MPWR.US) , Broadcom Limited(AVGO.US)
2. Top Stock Picks This Week
Our Stock Selection Criteria & Indicator Guide: Click for Details >>
| Symbol | Current Price | Industry Name | Ind Group Rank | Market Cap (mil) | Comp Rating | RS Rating | EPS Rating | SMR Rating |
| Micron Technology, Inc.(MU.US) | 646.63 | Computer-Hardware/Perip | 1 | 721975 | 99 | 98 | 82 | A |
| Seagate Technology Holdings PLC(STX.US) | 766.44 | Computer-Hardware/Perip | 1 | 165602 | 99 | 99 | 71 | B |
| Western Digital Corporation(WDC.US) | 463.91 | Computer-Hardware/Perip | 1 | 160367 | 97 | 99 | 68 | B |
| Flex Ltd(FLEX.US) | 133.01 | Elec-Contract Mfg | 2 | 49537 | 99 | 98 | 94 | B |
| Jabil Inc.(JBL.US) | 349.6 | Elec-Contract Mfg | 2 | 35955 | 99 | 93 | 93 | B |
| Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR(TSM.US) | 414.15 | Elec-Semiconductor Mfg | 3 | 1845498 | 99 | 89 | 97 | A |
| Texas Instruments Incorporated(TXN.US) | 285.24 | Elec-Semiconductor Mfg | 3 | 255636 | 96 | 90 | 48 | A |
| Analog Devices, Inc.(ADI.US) | 408.52 | Elec-Semiconductor Mfg | 3 | 202912 | 99 | 92 | 81 | A |
| ASE Technology Holding Co., Ltd. Sponsored ADR(ASX.US) | 33.34 | Elec-Semiconductor Mfg | 3 | 73076 | 99 | 98 | 80 | B |
| Tower Semiconductor Ltd(TSEM.US) | 210 | Elec-Semiconductor Mfg | 3 | 24034 | 95 | 98 | 70 | B |
| MACOM Technology Solutions(MTSI.US) | 344.47 | Elec-Semiconductor Mfg | 3 | 21883 | 99 | 97 | 87 | B |
| Keysight Technologies Inc(KEYS.US) | 355.06 | Elec-Scientific/Msrng | 4 | 60257 | 98 | 96 | 65 | A |
| Cognex Corporation(CGNX.US) | 65.92 | Elec-Scientific/Msrng | 4 | 10398 | 99 | 94 | 91 | B |
| Lam Research Corporation(LRCX.US) | 286.52 | Elec-Semiconductor Equip | 8 | 323360 | 99 | 94 | 94 | A |
| MKS Inc.(MKSI.US) | 300.79 | Elec-Semiconductor Equip | 8 | 19626 | 97 | 96 | 82 | B |
Analysis of Market Sectors
1. Computer-Hardware/Perip
- Core Logic: AI infrastructure buildout is broadening from chips to hardware and peripherals. Hyperscaler capex continues to rise, expected to exceed $600 billion in 2026, driving demand for servers, storage, and interconnect. The market sees hardware (storage, interconnect, servers, power/cooling) as the third wave of AI beneficiaries.
- Market Dynamics: Hardware sector shows strength, but gains are concentrated in AI-related names. Citi noted cloud data center capex growth is beating expectations, directly benefiting hardware suppliers. Hardware companies can offset industry headwinds by leveraging AI-related investments.
2. Elec-Contract Mfg/Semiconductor Mfg
- Core Logic:
- Semiconductor Mfg: AI and cloud capex drive Wafer Fab Equipment (WFE) demand. Goldman Sachs raised global WFE forecasts to $141B in 2026, $186B in 2027, and $208B in 2028, driven by advanced nodes and DRAM. Additionally, analog semiconductors are entering a selective cyclical recovery, supported by tightening inventories and new AI demand.
- Contract Mfg (EMS/Foundry): Surge in semiconductor demand directly benefits electronic manufacturing services and foundries. Citi reported that in 1Q26, Chinese OEM and component companies saw significant revenue growth in the hardware/semiconductor supply chain.
- Market Dynamics: Citi emphasized that cloud capex growth outpaced expectations, making compute semis the most favored sub-sector. BofA outlined five key themes for 2026, favoring AI Compute and Semicaps. Morgan Stanley noted the analog recovery is selective, preferring broad-based recovery names like ADI and NXP.
- Stock Views (US Stocks):
- GlobalFoundries Inc.(GFS.US) : Morgan Stanley reported "slight beat, focus shifts to upcoming Investor Day."
- ON Semiconductor Corporation(ON.US) : Morgan Stanley reported "slight beat, but the bar remains high; structure is intact," raising the price target to $87.
- Broadcom Limited(AVGO.US) / Marvell Technology, Inc.(MRVL.US) / NVIDIA Corporation(NVDA.US) : Citi recommends overweight, citing strong exposure to cloud capex.
- Analog Devices, Inc.(ADI.US) / NXP Semiconductors NV(NXPI.US) : Morgan Stanley recommends as beneficiaries of the broad analog recovery.
| Symbol | Current Price | Industry Name | Ind Group Rank | Market Cap (mil) | Comp Rating | RS Rating | EPS Rating | SMR Rating |
| Quanta Services, Inc.(PWR.US) | 750.73 | Bldg-Heavy Construction | 11 | 115788 | 99 | 95 | 95 | A |
| Steel Dynamics, Inc.(STLD.US) | 232.92 | Steel-Producers | 13 | 33143 | 96 | 88 | 73 | B |
| Tenaris S.A. Sponsored ADR(TS.US) | 58.96 | Steel-Specialty Alloys | 14 | 33981 | 93 | 90 | 72 | B |
| Advanced Micro Devices, Inc.(AMD.US) | 408.46 | Elec-Semicondctor Fablss | 17 | 687009 | 99 | 97 | 95 | A |
| Marvell Technology, Inc.(MRVL.US) | 160.01 | Elec-Semicondctor Fablss | 17 | 143114 | 99 | 97 | 93 | A |
| VERTIV HOLDINGS LLC(VRT.US) | 340.01 | Electrical-Power/Equipmt | 18 | 127129 | 99 | 97 | 99 | A |
| nVent Electric plc(NVT.US) | 166.73 | Electrical-Power/Equipmt | 18 | 27397 | 99 | 95 | 96 | A |
| Caterpillar Inc.(CAT.US) | 895.69 | Machinery-Constr/Mining/Farming | 20 | 431289 | 98 | 93 | 83 | A |
| Alphabet Inc. Class C(GOOG.US) | 395.3 | Internet-Content | 23 | 4806742 | 99 | 89 | 99 | A |
| Alphabet Inc. Class A(GOOGL.US) | 397.99 | Internet-Content | 23 | 4806742 | 99 | 90 | 99 | A |
| Petroleo Brasileiro SA Sponsored ADR(PBR.US) | 20.37 | Oil&Gas-Integrated | 37 | 133414 | 94 | 92 | 79 | B |
Screening Philosophy: based on ratings of financial data, stock relative price strength, and industry sector effects to screen for and capture opportunities in the currently hottest market sectors and strongest individual stocks;
Filters Applied: Comp Rating ≥85; RS Rating ≥85; Ind Group RS: A; SMR Rating: A,B; Price ≥$20; Vol. ≥1000k; Market Cap. ≥3B; Sorted by Ind Group Rank;
Stock Selection Period: as of Friday;
About 'The Trend Catcher' Column:
Finding the strongest stocks inside the strongest sectors—so you can ride the market’s clearest trends.
We combine quantitative relative strength screens with real-time thematic analysis to highlight capital’s favorite directions.
All views are sourced from public market data and institutional research, for informational purposes only and not personalized investment advice.
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Disclaimer: The content is provided as general information only and should not be taken as investment advice. All the contents shall not be taken as a recommendation to buy or sell any security or financial instruments. Any action you take resulting from information, analysis, or commentary on this article is your responsibility. Please consult your investment advisor before making any investments.