Watching a handful of small-cap semi names that have been quietly setting up. Right sides looking clean, relative strength improving.
$AEHR — chip testing
$AXTI — optical semiconductor wafers
$IMOS — memory packaging and testing
$COHU — chip testing equipment
Not the headline AI names everyone's chasing, but these are the picks-and-shovels plays that can move when the sector rotates into the supply chain. Worth keeping on the radar if you're hunting for setups outside the usual suspects.
$AEHR — chip testing
$AXTI — optical semiconductor wafers
$IMOS — memory packaging and testing
$COHU — chip testing equipment
Not the headline AI names everyone's chasing, but these are the picks-and-shovels plays that can move when the sector rotates into the supply chain. Worth keeping on the radar if you're hunting for setups outside the usual suspects.
