Four semiconductor names showing serious weekly compression — the kind that precedes expansion:
$FORM (FormFactor) — HBM and AI chip testing infrastructure
$VIAV (Viavi Solutions) — Optical networking plus testing equipment
$VICR (Vicor) — Power delivery systems for AI workloads
$CRDO (Credo Technology) — High-speed connectivity for AI data centers
All four are coiling tight on the weekly timeframe. Classic setup when the next leg of the AI infrastructure build starts pulling forward. These aren't the headline names — they're the picks-and-shovels plays that move when capex actually flows through the supply chain.
Watch for volume confirmation on the breakouts.
$FORM (FormFactor) — HBM and AI chip testing infrastructure
$VIAV (Viavi Solutions) — Optical networking plus testing equipment
$VICR (Vicor) — Power delivery systems for AI workloads
$CRDO (Credo Technology) — High-speed connectivity for AI data centers
All four are coiling tight on the weekly timeframe. Classic setup when the next leg of the AI infrastructure build starts pulling forward. These aren't the headline names — they're the picks-and-shovels plays that move when capex actually flows through the supply chain.
Watch for volume confirmation on the breakouts.