Sector · serious

Tech & Semiconductors

Semi tickers, EPA semi waste, foundry data, big tech.

The semi cycle is the leading edge of the global tech economy. We track the major fabs (Intel, TSMC, Samsung, ASML, Applied Materials, Lam Research, Micron), big tech (NVDA, MSFT, GOOGL, META, AAPL, AVGO), and the SMH semi ETF — but the real signal is EPA hazardous-waste data per semi ticker, which tracks actual wafer-fab output 4-8 weeks ahead of company reports.
Analyst · previewYou're seeing the public read on the Tech & Semiconductors sector. Analyst unlocks the full firing history for every indicator here + alerts when a roster ticker breaks out + the roster past the top 12 by market cap. Trader adds intraday quotes across the whole roster + the cross-sector co-fire matrix + the API / MCP feed.Compare tiers →
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Flagship signals

StandardequitiesSP-2460

SMH Semiconductor ETF

548.5 10%vs ~6 weeks ago
Broad semi exposure. Foundries, design, equipment.
last fired 5 weeks ago

Historically barely better than chance over the next year.

Signature window1 yr
+0.41%SPY 1 mo into the 1 yr window so far
49%
−0.02%
1 d
49%
−0.05%
1 wk
51%
−0.03%
1 mo
52%
+0.12%
3 mo
53%
+0.57%
6 mo
53%
+0.86%
1 yr
StandardequitiesSP-1461

NVIDIA

196.5 4%vs ~6 weeks ago
The market's GPU heartbeat.
last fired 8 weeks ago

Historically barely better than chance over the next trading quarter.

Signature window1 yr(cell shown is 3 mo — Analyst tier shows the precise horizon)
−1.9%SPY 1 mo into the 3 mo window so far
49%
−0.02%
1 d
50%
−0.06%
1 wk
52%
−0.04%
1 mo
52%
+0.08%
3 mo
51%
+0.14%
6 mo
51%
+0.24%
1 yr
Standardindustrial_pulseSP-3228

Intel Hazardous Waste Tonnage

328.1 92%vs ~6 weeks ago
Monthly hazardous waste shipped from Intel chip fabs (7 US handlers). Process chemistry tracks fab utilization 1:1.

Historically barely better than chance over the next trading day.

Signature window3 mo(cell shown is 1 d — Analyst tier shows the precise horizon)
50%
1 d
50%
1 wk
50%
1 mo
50%
3 mo
50%
6 mo
50%
1 yr

All tech & semiconductors indicators