APH · Amphenol Corporation

TSEM

Tower Semiconductor Ltd.

Specialty-foundry AI-recovery confirmed by the 2026-05-13 Q1 beat (op profit ~doubled, GM up, Q2 guide raised, +17%) but the catalyst is fully digested, sell-side caught up ($300–335 PTs), news dry 3 weeks, theme registry narrowed to one tag. The ACCELERATING leg is maturing. No catalyst inside 30d; next binary is the Q2 print ~early Aug. Clean re-entry wants a higher-low / 20-EMA pullback, not a 2-month-early chase.

AEHR

Aehr Test Systems

Pivot to hyperscale AI-ASIC package-level burn-in validated by a record $41M follow-on order and >$92M H2 FY26 bookings, but the tape is blowoff: +400%+ YTD, ATH $113.20 on the 2026-06-02 William Blair day, catalyst now passed, insiders selling. ai-chip theme ACCELERATING, this expression SATURATED no low-risk entry at the highs; the $80-90 shelf retest into the ~July 7 Q4 print is the setup.

AXTI

AXT Inc

InP-substrate supplier to the AI optical-interconnect build (Q1 InP >50% of rev, record $100M backlog, Q2 guided to first profit in years). But the tape broke: -16% on 6/5 to ~$89 on a >$22M CEO insider sale, -38% off the 5/26 $143 ATH, losing the $90 base. Narrative intact, structure distributing stand aside until a higher-low base reforms above $100.

SIMO

Silicon Motion Technology Corporation

NAND-controller picks-and-shovels riding the worst memory shortage in ~15 years (NAND contract +70–75% QoQ); Q1 +105% YoY blowout (2026-04-30) and BofA chasing its PT to $450. ACCELERATING + cluster-confirmed; RSI cooled 89→71, next binary not until ~2026-07-29.