🔔 오늘의 변화 20건🔄 III alert→watch🔄 BLZE cooling→watch🔄 BB candidate→watch🔄 SNOW watch→cooling🔄 VICR watch→candidate🔄 RFIL watch→candidate🔄 SITM cooling→candidate🔄 GWRE candidate→dropped🔄 MRVL candidate→dropped🔄 ACN candidate→dropped🔄 EVLV candidate→dropped🔄 MSTR candidate→dropped✨ DIOD 신규 편입 → alert✨ MTLS 신규 편입 → alert✨ HIMX 신규 편입 → alert✨ SYNA 신규 편입 → watch💯 III 점수 79.0→66.3 (-12.7)💯 MU 점수 81.1→64.9 (-16.2)✨ BHE 신규 편입 → watch💯 VICR 점수 68.8→54.3 (-14.5)
📅 어닝 임박 (D-14)👀 PENG D-107-07🎓 ASX D-707-10
✨ 오늘 신규 발굴 5종목🚨 DIOD 90점4.42B 초기발굴·반도체🚨 MTLS 84점417.13M 초기발굴·소형주🚨 HIMX 77점2.29B 초기발굴·반도체👀 SYNA 76점4.62B 초기발굴·반도체👀 BHE 63점3.09B 초기발굴·기술주
🚨 고확신 (Alert) 13
Pagaya Technologies Ltd.
Application Software · 1.47B
$17.79 -5.2% 1M +16% 46%
Quant: BUY (4.45)
✏️ 리비전 ↑7/↓0📊 월가 STRONG BUY실적 +0.17
초기발굴
$336.21 -7.0% 1M -29% 39%
Quant: STRONG BUY (4.8)
📅 07-29 D-23✏️ 리비전 ↑16/↓0📊 월가 STRONG BUY실적 +0.08
트렌딩AI 반도체
Diodes Incorporated
Semiconductors · 4.42B
$96.25 -8.7% 1M -16% 63%
Quant: STRONG BUY (4.88)
📅 08-07 D-32✏️ 리비전 ↑2/↓0📊 월가 STRONG BUY실적 +0.10
밸류B-▲
성장B+▲
수익C+▬
모멘A-▬
추정A+▲
초기발굴 반도체
Credo Technology Group Holding Ltd
Semiconductors · 45.11B
$241.91 -6.6% 1M +6% 6M +69% 72%
Quant: STRONG BUY (4.97)
📅 09-01 D-57✏️ 리비전 ↑12/↓2📊 월가 STRONG BUY실적 +0.13
기술주 성장주 반도체
Freshworks Inc.
Application Software · 2.86B
$10.34 -0.7% 1M +2% 65%
Quant: BUY (4.24)
📅 07-28 D-22✏️ 리비전 ↑8/↓3📊 월가 BUY
초기발굴 트렌딩AI
Materialise NV
Application Software · 417.13M
$7.16 +0.7% 1M +4% 90%
Quant: STRONG BUY (4.68)
📅 08-27 D-52✏️ 리비전 ↑1/↓0📊 월가 STRONG BUY실적 +0.02
초기발굴 소형주
$68.88 -4.6% 1M -40% 40%
Quant: STRONG BUY (4.66)
📅 08-06 D-31✏️ 리비전 ↑4/↓0📊 월가 STRONG BUY실적 +0.24
트렌딩AI
Q20·R18·G9·P7·V5
+5.0−5.0
Amtech Systems, Inc.
Semiconductor Materials & Equi · 328.70M
$18.8 -8.3% 1M -14% 6M +45% 60%
Quant: STRONG BUY (4.93)
📅 08-05 D-30✏️ 리비전 ↑1/↓0📊 월가 STRONG BUY실적 +0.05
초기발굴 기술주 소형주 반도체
Q22·R14·G10·P5·V6
+8.0−2.0
Twilio Inc.
Internet Services and Infrastr · 31.77B
$209.31 +0.0% 1M -9% 6M +51% 79%
Quant: STRONG BUY (4.89)
📅 08-05 D-30✏️ 리비전 ↑18/↓6📊 월가 BUY실적 +0.23
기술주 트렌딩AI
ON Semiconductor Corporation
Semiconductors · 35.50B
$91.22 -3.6% 1M -29% 6M +61% 45%
Quant: STRONG BUY (4.91)
📅 08-03 D-28✏️ 리비전 ↑27/↓0📊 월가 BUY실적 +0.02
기술주 반도체
$219.72 +4.1% 1M -16% 18%
Quant: HOLD (3.34)
📅 09-10 D-66✏️ 리비전 ↑25/↓0📊 월가 HOLD실적 +0.15
LI-Tech
Himax Technologies, Inc.
Semiconductors · 2.29B
$13.15 -7.7% 1M -45% 35%
Quant: STRONG BUY (4.83)
📅 08-07 D-32✏️ 리비전 ↑1/↓0📊 월가 BUY실적 +0.02
초기발굴 반도체
Butterfly Network, Inc.
· 2.01B
$7.68 -3.1% 1M +68% 79%
Quant: STRONG BUY (4.94)
📅 07-31 D-25✏️ 리비전 ↑0/↓0📊 월가 STRONG BUY
트렌딩AI
Q22·R16·G7·P6·V6
+5.0−5.0
👀 관찰 (Watch) 25
PDF Solutions, Inc.
Semiconductor Materials & Equi · 2.48B
$59.18 -11.5% 1M +7% 6M +100% 74% 이미급등
Quant: STRONG BUY (4.95)
📅 08-06 D-31✏️ 리비전 ↑3/↓1📊 월가 STRONG BUY실적 +0.08
초기발굴 기술주 성장주 반도체
Q22·R18·G12·P2·V7
+5.0−10.0
Onto Innovation Inc.
Semiconductor Materials & Equi · 15.30B
$307.58 -12.5% 1M +11% 6M +85% 67%
Quant: STRONG BUY (4.94)
📅 08-06 D-31✏️ 리비전 ↑7/↓0📊 월가 STRONG BUY
기술주 반도체
Q22·R17·G10·P6·V4
+2.0−5.0
Synaptics Incorporated
Semiconductors · 4.62B
$119.52 -5.7% 1M -18% 66%
Quant: STRONG BUY (4.86)
📅 08-06 D-31✏️ 리비전 ↑13/↓0📊 월가 HOLD실적 +0.08
초기발굴 반도체
Semtech Corporation
Semiconductors · 12.60B
$135.27 -8.0% 1M -19% 6M +80% 62%
Quant: STRONG BUY (4.93)
📅 08-25 D-50✏️ 리비전 ↑13/↓0📊 월가 STRONG BUY실적 +0.06
기술주 반도체
Q22·R18·G11·P4·V3
+2.0−5.0
Netlist, Inc.
Electronic Manufacturing Servi · 1.01B
$3.02 +6.0% 1M -7% 6M +205% 83% 이미급등
Quant: STRONG BUY (4.97)
📅 08-11 D-36✏️ 리비전 ↑0/↓0📊 월가 STRONG BUY실적 +0.03
초기발굴 기술주 소형주 반도체
Q22·R18·G6·P8·V8
+8.0−15.0
Lenovo Group Limited
Technology Hardware, Storage a · 33.69B
$56.21 -5.2% 1M -16% 6M +128% 76% 이미급등
Quant: STRONG BUY (4.95)
📅 08-12 D-37✏️ 리비전 ↑0/↓0📊 월가 BUY
기술주 Top-Rated
MACOM Technology Solutions Holding
Semiconductors · 24.59B
$322.26 -8.1% 1M -16% 6M +84% 64%
Quant: STRONG BUY (4.93)
📅 08-06 D-31✏️ 리비전 ↑14/↓0📊 월가 BUY실적 +0.02
기술주 반도체
Q22·R15·G11·P5·V3
+2.0−5.0
Silicom Ltd.
Communications Equipment · 243.02M
$42.59 -3.6% 1M -5% 6M +200% 77% 이미급등
Quant: STRONG BUY (4.96)
📅 07-29 D-23✏️ 리비전 ↑1/↓0📊 월가 BUY
초기발굴 기술주 반도체
Q22·R18·G6·P2·V9
+8.0−15.0
Tower Semiconductor Ltd.
Semiconductors · 24.70B
$219.05 -10.8% 1M -20% 6M +80% 53%
Quant: STRONG BUY (4.95)
📅 07-31 D-25✏️ 리비전 ↑5/↓0📊 월가 STRONG BUY실적 +0.09
기술주 반도체
Q22·R17·G7·P6·V3
+2.0−5.0
Fastly, Inc.
Internet Services and Infrastr · 2.84B
$18.13 -2.3% 1M -13% 40%
Quant: STRONG BUY (4.71)
📅 08-05 D-30✏️ 리비전 ↑8/↓0📊 월가 BUY실적 +0.04
초기발굴 트렌딩AI
Penguin Solutions, Inc.
Semiconductors · 3.12B
$61.47 -10.7% 1M -13% 6M +203% 76% 이미급등
Quant: STRONG BUY (4.98)
📅 07-07 D-1✏️ 리비전 ↑3/↓0📊 월가 BUY실적 +0.10
초기발굴 기술주 트렌딩AI 반도체
Q22·R17·G6·P4·V5
+5.0−15.0
Vishay Precision Group, Inc.
Electronic Equipment and Instr · 1.62B
$121.59 -15.6% 1M -8% 6M +210% 74% 이미급등
Quant: STRONG BUY (4.98)
📅 08-04 D-29✏️ 리비전 ↑3/↓0📊 월가 STRONG BUY실적 +0.07
초기발굴 기술주 성장주
Q22·R17·G12·P3·V3
+8.0−15.0
Information Services Group, Inc.
· 195.66M
$4.11 -1.9% 1M -9% 15%
Quant: HOLD (3.24)
📅 08-06 D-31✏️ 리비전 ↑0/↓0📊 월가 STRONG BUY실적 +0.02
트렌딩AI
$35.93 +5.1% 1M -4% 82%
Quant: BUY (4.06)
📅 09-03 D-59✏️ 리비전 ↑15/↓0📊 월가 BUY실적 +0.04
트렌딩AI
$141.42 +0.7% 1M +4% 100%
Quant: STRONG BUY (4.85)
📅 08-26 D-51✏️ 리비전 ↑23/↓13📊 월가 BUY실적 +0.06
트렌딩AI
Benchmark Electronics, Inc.
Electronic Manufacturing Servi · 3.09B
$86.13 -9.3% 1M -2% 6M +96% 77%
Quant: STRONG BUY (4.91)
📅 07-29 D-23✏️ 리비전 ↑3/↓0📊 월가 BUY실적 +0.03
초기발굴 기술주
—
Q22·R18·G6·P4·V3
+5.0−5.0
Navitas Semiconductor Corporation
Semiconductors · 3.57B
$14.46 -12.5% 1M -44% 6M +73% 29%
Quant: STRONG BUY (4.93)
📅 08-05 D-30✏️ 리비전 ↑3/↓0📊 월가 HOLD
초기발굴 기술주 반도체
Q22·R11·G6·P8·V6
+5.0−5.0
Elastic N.V.
Application Software · 6.03B
$58.04 -0.7% 1M -14% 42%
Quant: BUY (4.0)
📅 08-27 D-52✏️ 리비전 ↑1/↓20📊 월가 BUY실적 +0.05
초기발굴 트렌딩AI
Ichor Holdings, Ltd.
Semiconductor Materials & Equi · 3.42B
$98.22 -12.1% 1M +31% 6M +381% 85% 이미급등
Quant: STRONG BUY (4.98)
📅 08-04 D-29✏️ 리비전 ↑7/↓0📊 월가 STRONG BUY실적 +0.02
초기발굴 기술주 성장주 반도체
Q22·R10·G13·P3·V6
+5.0−15.0
Rackspace Technology, Inc.
Internet Services and Infrastr · 1.43B
$5.72 -11.9% 1M +5% 6M +487% 75% 이미급등
Quant: STRONG BUY (4.99)
📅 08-07 D-32✏️ 리비전 ↑0/↓3📊 월가 HOLD
밸류B-▼
성장B-▼
수익C-▬
모멘A+▲
추정B+▲
초기발굴 기술주 트렌딩AI
Q22·R15·G8·P3·V8
+8.0−15.0
$38.42 -1.9% 1M +13% 70%
Quant: HOLD (3.2)
📅 09-22 D-78✏️ 리비전 ↑5/↓0📊 월가 STRONG BUY실적 +0.13
LI-Tech LI-Small LI-Undercov
$394.32 -7.3% 1M -9% 80%
Quant: HOLD (3.49)
📅 09-03 D-59✏️ 리비전 ↑21/↓0📊 월가 BUY실적 +1.90
LI-Tech LI-Undercov
Backblaze, Inc.
Internet Services and Infrastr · 898.42M
$15.62 -4.5% 1M +76% 6M +213% 94% 이미급등
Quant: HOLD (3.48)
📅 08-07 D-32✏️ 리비전 ↑6/↓0📊 월가 STRONG BUY실적 +0.04
기술주 소형주
Q15·R16·G10·P3·V2
+8.0−15.0
$470.14 -6.5% 1M -10% 48%
Quant: BUY (4.23)
📅 08-06 D-31✏️ 리비전 ↑7/↓0📊 월가 STRONG BUY실적 +0.13
반도체
BlackBerry Limited
Systems Software · 6.76B
$11.51 -10.2% 1M +12% 6M +203% 86% 이미급등
Quant: STRONG BUY (4.96)
📅 09-24 D-80✏️ 리비전 ↑2/↓0📊 월가 HOLD실적 +0.01
초기발굴 기술주 성장주
Q22·R13·G12·P6·V4
+5.0−15.0
🧊 식는 중 (Cooling) 1
$260.15 -0.4% 1M -0% 87%
Quant: HOLD (3.4)
📅 08-26 D-51✏️ 리비전 ↑31/↓5📊 월가 STRONG BUY실적 +0.07
LI-Tech
📡 신규후보 (Candidate) 11
VICR 54.3▼14.5
Vicor Corporation
· 12.90B
$282.95 -19.2% 1M -15% 63%
Quant: STRONG BUY (4.98)
📅 07-21 D-15✏️ 리비전 ↑3/↓0📊 월가 STRONG BUY실적 +0.11
성장주
Q22·R14·G13·P5·V3
+2.0−5.0
RFIL 53.0▼5.5
RF Industries, Ltd.
Electronic Manufacturing Servi · 193.26M
$17.81 -10.3% 1M -5% 6M +214% 77% 이미급등
Quant: STRONG BUY (4.97)
📅 09-11 D-67✏️ 리비전 ↑1/↓0📊 월가 HOLD실적 +0.05
초기발굴 기술주
Q22·R12·G13·P4·V5
+8.0−15.0
FORM 50.3▲1.4
FormFactor, Inc.
Semiconductor Materials & Equi · 9.63B
$123.59 -16.0% 1M -1% 6M +109% 64% 이미급등
Quant: STRONG BUY (4.96)
📅 07-29 D-23✏️ 리비전 ↑7/↓0📊 월가 BUY실적 +0.12
초기발굴 기술주 반도체
Q22·R12·G10·P4·V4
+5.0−10.0
MRAM 50.2▼2.6
Everspin Technologies, Inc.
· 448.79M
$19.14 -14.3% 1M -36% 31%
Quant: STRONG BUY (4.8)
📅 07-29 D-23✏️ 리비전 ↑1/↓1📊 월가 STRONG BUY실적 +0.02
반도체
SITM 49.1▼2.5
SiTime Corporation
Semiconductors · 18.75B
$601.66 -14.5% 1M -14% 6M +92% 49%
Quant: HOLD (3.48)
📅 08-05 D-30✏️ 리비전 ↑7/↓0📊 월가 STRONG BUY실적 +0.28
기술주 성장주 반도체
Q15·R11·G13·P3·V2
+2.0−5.0
COHU 48.4▲3.2
Cohu, Inc.
Semiconductor Materials & Equi · 2.80B
$59.27 -14.2% 1M +3% 6M +141% 70% 이미급등
Quant: STRONG BUY (4.96)
📅 07-30 D-24✏️ 리비전 ↑2/↓3📊 월가 STRONG BUY
기술주 성장주 반도체
Q22·R8·G13·P4·V3
+5.0−10.0
QUIK 47.0▼7.2
QuickLogic Corporation
Semiconductors · 291.96M
$16.02 -10.4% 1M -26% 6M +155% 56% 이미급등
Quant: STRONG BUY (4.94)
📅 08-11 D-36✏️ 리비전 ↑1/↓1📊 월가 BUY
초기발굴 기술주 반도체
Q22·R13·G13·P2·V3
+8.0−15.0
AXTI 46.9▲1.4
AXT, Inc.
Semiconductor Materials & Equi · 3.61B
$56.62 -12.9% 1M -49% 6M +238% 32% 이미급등
Quant: STRONG BUY (4.97)
📅 07-30 D-24✏️ 리비전 ↑5/↓0📊 월가 BUY
초기발굴 기술주 반도체
Q22·R12·G8·P2·V3
+5.0−15.0
TTMI 45.9▼4.1
TTM Technologies, Inc.
Electronic Manufacturing Servi · 16.20B
$155.98 -13.2% 1M -13% 6M +121% 58% 이미급등
Quant: STRONG BUY (4.97)
📅 07-29 D-23✏️ 리비전 ↑4/↓0📊 월가 STRONG BUY실적 +0.08
기술주 성장주 반도체
Q22·R9·G12·P4·V4
+2.0−10.0
UCTT 44.7▼8.5
Ultra Clean Holdings, Inc.
Semiconductor Materials & Equi · 4.77B
$106.48 -17.8% 1M +18% 6M +290% 69% 이미급등
Quant: STRONG BUY (4.99)
📅 07-24 D-18✏️ 리비전 ↑3/↓0📊 월가 STRONG BUY실적 +0.05
초기발굴 기술주 성장주 반도체
Q22·R12·G12·P2·V4
+5.0−15.0
MXL 42.0▼2.9
MaxLinear, Inc.
Semiconductors · 9.71B
$93.12 -17.1% 1M +5% 6M +517% 69% 이미급등
Quant: HOLD (3.49)
📅 07-23 D-17✏️ 리비전 ↑11/↓0📊 월가 BUY실적 +0.04
기술주 성장주 반도체
Q15·R14·G13·P2·V2
+5.0−15.0
🎓 대형주 참고 (Context) 10
LITE 73.1▲2.3
Lumentum Holdings Inc.
Communications Equipment · 56.66B
$728.32 -9.1% 1M -29% 6M +89% 55%
Quant: STRONG BUY (4.98)
📅 08-14 D-39✏️ 리비전 ↑18/↓0📊 월가 BUY실적 +0.10
기술주 성장주 반도체
AMD 72.1▲1.2
Advanced Micro Devices, Inc.
Semiconductors · 844.36B
$517.82 -4.3% 1M -1% 6M +132% 84% 이미급등
Quant: STRONG BUY (4.99)
📅 08-04 D-29✏️ 리비전 ↑35/↓1📊 월가 STRONG BUY실적 +0.08
기술주 성장주 트렌딩AI 반도체
HPE 68.9▼3.3
Hewlett Packard Enterprise Company
Technology Hardware, Storage a · 54.60B
$41.23 -6.2% 1M -27% 6M +71% 59%
Quant: STRONG BUY (4.95)
📅 09-01 D-57✏️ 리비전 ↑17/↓0📊 월가 BUY실적 +0.26
기술주 트렌딩AI Top-Rated
CIEN 65.7
Ciena Corporation
Communications Equipment · 65.46B
$422.46 -8.7% 1M -33% 6M +98% 49%
Quant: STRONG BUY (4.97)
📅 09-03 D-62✏️ 리비전 ↑16/↓0📊 월가 BUY실적 +0.18
기술주 성장주 반도체
MU 64.9▼16.2
Micron Technology, Inc.
Semiconductors · 1.10T
$975.56 -5.5% 1M -8% 6M +209% 74% 이미급등
Quant: STRONG BUY (4.99)
📅 09-30 D-86✏️ 리비전 ↑26/↓0📊 월가 STRONG BUY실적 +4.40
기술주 성장주 반도체
SNDK 64.0▼5.8
Sandisk Corporation
Technology Hardware, Storage a · 258.42B
$1745.0 -14.1% 1M +2% 6M +534% 71% 이미급등
Quant: STRONG BUY (4.99)
📅 08-14 D-39✏️ 리비전 ↑13/↓0📊 월가 BUY실적 +8.75
기술주 성장주 반도체
ANET 63.2
Arista Networks, Inc.
· 209.81B
$159.99 -4.0% 1M -9% 71%
Quant: STRONG BUY (4.62)
📅 07-31 D-28✏️ 리비전 ↑17/↓1📊 월가 STRONG BUY실적 +0.06
트렌딩AI 반도체
INTC 58.0▼1.9
Intel Corporation
Semiconductors · 638.40B
$120.35 -5.2% 1M +12% 6M +244% 80% 이미급등
Quant: STRONG BUY (4.99)
📅 07-23 D-20✏️ 리비전 ↑32/↓0📊 월가 HOLD실적 +0.28
기술주 성장주 반도체
NBIS 53.2▲0.2
Nebius Group N.V.
Systems Software · 58.68B
$215.62 -5.9% 1M -17% 6M +174% 67% 이미급등
Quant: STRONG BUY (4.98)
✏️ 리비전 ↑2/↓0📊 월가 BUY
밸류C-▼
성장A+▲
수익B-▲
모멘A+▲
추정C+▬
기술주 성장주 트렌딩AI
ASX 49.6
ASE Technology Holding Co., Ltd.
Semiconductors · 96.75B
$41.87 -2.6% 1M +7% 6M +167% 88% 이미급등
Quant: STRONG BUY (4.98)
📅 07-10 D-7✏️ 리비전 ↑1/↓0📊 월가 STRONG BUY실적 +0.03
기술주 성장주 반도체
—
Q25·R15·G14·P8·V4
−15.0
❌ 탈락 (Dropped) 7
$134.47 +5.3%
Quant: STRONG SELL (1.43)
✏️ 리비전 ↑10/↓3📊 월가 BUY실적 +0.08
밸류C-▲
성장B+▲
수익B+▲
모멘D-▼
추정D+▼
LI-Tech LI-Undercov
$62.63 -17.6%
Quant: HOLD (2.67)
📅 08-10 D-40✏️ 리비전 ↑3/↓6📊 월가 BUY실적 +0.20
LI-Tech
$245.29 -9.8%
Quant: HOLD (3.49)
📅 08-27 D-52✏️ 리비전 ↑27/↓2📊 월가 STRONG BUY실적 +0.01
LI-Tech
$37.36 +2.8%
Quant: HOLD (3.42)
📅 07-28 D-27✏️ 리비전 ↑3/↓1📊 월가 BUY실적 +0.01
LI-Tech LI-Small LI-Undercov
$137.35 +4.7%
Quant: HOLD (2.75)
📅 09-24 D-80✏️ 리비전 ↑1/↓19📊 월가 BUY실적 +0.09
LI-Tech
$6.24 -2.0%
Quant: HOLD (2.87)
📅 08-11 D-36✏️ 리비전 ↑0/↓0📊 월가 STRONG BUY
밸류D-▼
성장C+▲
수익D+▬
모멘C-▼
추정B-▼
LI-Tech LI-Small LI-Undercov
$100.77 +7.9%
Quant: STRONG SELL (1.23)
📅 08-05 D-30✏️ 리비전 ↑0/↓3📊 월가 STRONG BUY
LI-Tech