🔔 오늘의 변화 92건📊 PRCH 추정(Rev) A-→A+📊 INOD 추정(Rev) A-→A+📊 ONTO 추정(Rev) A+→A🔄 CRDO watch→alert📊 CRDO 추정(Rev) B+→A+🔄 PDFS watch→alert📊 PDFS 추정(Rev) B+→A-📊 DIOD 추정(Rev) B+→A-📊 TWLO 추정(Rev) A→A-📊 ASYS 추정(Rev) A→A-📊 ADBE 추정(Rev) A+→A📊 LNVGY 추정(Rev) A-→A+📊 FSLY 추정(Rev) B+→A+📊 TTMI 추정(Rev) B+→A+📊 SMTC 추정(Rev) B+→A📊 TSEM 추정(Rev) B+→A📊 FATN 추정(Rev) A-→B+📊 FORM 추정(Rev) B+→A📊 CIEN 추정(Rev) A→A-🔄 III alert→watch📊 VPG 추정(Rev) A+→A-📊 BHE 추정(Rev) A+→A📊 NLST 추정(Rev) A→B+📊 APPS 추정(Rev) A→B+…외 68건
📅 어닝 임박 (D-14)🎓 ASX D-707-10📡 VICR D-1307-21
🚨 고확신 (Alert) 17
Pagaya Technologies Ltd.
Application Software · 1.55B
$18.34 -2.0% 1M +19% 50%
Quant: BUY (4.29)
✏️ 리비전 ↑7/↓0📊 월가 STRONG BUY실적 +0.17
초기발굴
Porch Group, Inc.
Application Software · 1.63B
$14.68 -1.3% 1M +52% 86%
Quant: STRONG BUY (4.83)
📅 07-28 D-20✏️ 리비전 ↑3/↓0📊 월가 STRONG BUY
초기발굴 소형주
$69.66 -4.7% 1M -43% 40%
Quant: STRONG BUY (4.54)
📅 08-06 D-29✏️ 리비전 ↑4/↓0📊 월가 STRONG BUY실적 +0.24
트렌딩AI
Onto Innovation Inc.
Semiconductor Materials & Equi · 15.12B
$279.93 -7.9% 1M +2% 6M +62% 54%
Quant: STRONG BUY (4.87)
📅 08-06 D-29✏️ 리비전 ↑7/↓0📊 월가 STRONG BUY
기술주 반도체
Q21·R17·G10·P6·V5
+2.0−5.0
HIVE Digital Technologies Ltd.
· 899.84M
$3.18 -5.9% 1M -27% 45%
Quant: BUY (3.7)
📅 08-18 D-41✏️ 리비전 ↑4/↓2📊 월가 STRONG BUY
트렌딩AI
Credo Technology Group Holding Ltd
Semiconductors · 49.52B
$246.4 -7.2% 1M +13% 6M +100% 74%
Quant: STRONG BUY (4.98)
📅 09-01 D-55✏️ 리비전 ↑12/↓2📊 월가 STRONG BUY실적 +0.13
기술주 성장주 반도체
$345.06 -1.5% 1M -19% 43%
Quant: STRONG BUY (4.78)
📅 07-27 D-19✏️ 리비전 ↑16/↓0📊 월가 STRONG BUY실적 +0.08
트렌딩AI 반도체 Top-Rated
PDF Solutions, Inc.
Semiconductor Materials & Equi · 2.38B
$51.63 -9.0% 1M -8% 6M +77% 56%
Quant: STRONG BUY (4.9)
📅 08-06 D-29✏️ 리비전 ↑3/↓1📊 월가 STRONG BUY실적 +0.08
초기발굴 기술주 성장주 반도체
Q22·R16·G12·P2·V7
+5.0−5.0
ON Semiconductor Corporation
Semiconductors · 36.85B
$91.1 -3.8% 1M -31% 6M +53% 45%
Quant: STRONG BUY (4.89)
📅 08-03 D-26✏️ 리비전 ↑27/↓0📊 월가 BUY실적 +0.02
기술주 반도체
Himax Technologies, Inc.
Semiconductors · 2.50B
$14.05 -1.8% 1M -41% 42%
Quant: STRONG BUY (4.73)
📅 08-06 D-29✏️ 리비전 ↑1/↓0📊 월가 BUY실적 +0.02
초기발굴 반도체
Diodes Incorporated
Semiconductors · 4.49B
$91.57 -6.2% 1M -19% 56%
Quant: STRONG BUY (4.77)
📅 08-07 D-30✏️ 리비전 ↑2/↓0📊 월가 STRONG BUY실적 +0.10
초기발굴 반도체
Twilio Inc.
Internet Services and Infrastr · 31.73B
$211.97 +1.4% 1M -10% 6M +50% 81%
Quant: STRONG BUY (4.91)
📅 08-05 D-28✏️ 리비전 ↑18/↓6📊 월가 BUY실적 +0.23
기술주 트렌딩AI
Amtech Systems, Inc.
Semiconductor Materials & Equi · 328.88M
$17.87 -5.0% 1M -18% 6M +38% 53%
Quant: STRONG BUY (4.88)
📅 08-05 D-28✏️ 리비전 ↑1/↓0📊 월가 STRONG BUY실적 +0.05
초기발굴 기술주 소형주 반도체
Freshworks Inc.
Application Software · 2.81B
$10.38 +2.1% 1M +8% 65%
Quant: BUY (4.25)
📅 07-28 D-20✏️ 리비전 ↑8/↓3📊 월가 BUY
초기발굴 트렌딩AI
$221.54 +1.6% 1M -14% 19%
Quant: HOLD (3.33)
📅 09-10 D-64✏️ 리비전 ↑25/↓0📊 월가 HOLD실적 +0.15
LI-Tech
Materialise NV
Application Software · 417.13M
$7.04 -3.8% 1M +7% 90%
Quant: HOLD (3.41)
📅 08-27 D-50✏️ 리비전 ↑1/↓0📊 월가 STRONG BUY실적 +0.02
초기발굴 소형주
Synaptics Incorporated
Semiconductors · 4.80B
$119.37 -3.9% 1M -15% 66%
Quant: STRONG BUY (4.83)
📅 08-06 D-29✏️ 리비전 ↑13/↓0📊 월가 HOLD실적 +0.08
초기발굴 반도체
👀 관찰 (Watch) 27
Lenovo Group Limited
Technology Hardware, Storage a · 32.36B
$53.51 +0.4% 1M -18% 6M +120% 69% 이미급등
Quant: STRONG BUY (4.95)
📅 08-12 D-35✏️ 리비전 ↑0/↓0📊 월가 BUY
기술주 Top-Rated
Fastly, Inc.
Internet Services and Infrastr · 2.86B
$18.59 +1.9% 1M -7% 42%
Quant: STRONG BUY (4.71)
📅 08-05 D-28✏️ 리비전 ↑8/↓0📊 월가 BUY실적 +0.04
초기발굴 트렌딩AI
TTM Technologies, Inc.
Electronic Manufacturing Servi · 15.51B
$144.08 -3.5% 1M -22% 6M +112% 50% 이미급등
Quant: STRONG BUY (4.94)
📅 07-29 D-21✏️ 리비전 ↑4/↓0📊 월가 STRONG BUY실적 +0.08
기술주 성장주 반도체
Q22·R15·G12·P3·V6
+2.0−10.0
Semtech Corporation
Semiconductors · 12.94B
$126.4 -9.0% 1M -25% 6M +79% 54%
Quant: STRONG BUY (4.92)
📅 08-25 D-48✏️ 리비전 ↑13/↓0📊 월가 STRONG BUY실적 +0.06
기술주 반도체
Q22·R14·G11·P4·V3
+2.0−5.0
Tower Semiconductor Ltd.
Semiconductors · 24.68B
$211.93 -3.2% 1M -19% 6M +79% 49%
Quant: STRONG BUY (4.93)
📅 08-04 D-27✏️ 리비전 ↑5/↓0📊 월가 STRONG BUY실적 +0.09
기술주 반도체
Q22·R17·G7·P6·V4
+2.0−5.0
FatPipe, Inc.
Application Software · 84.01M
$5.11 -14.7% 1M -32% 56%
Quant: STRONG BUY (4.84)
📅 07-30 D-22✏️ 리비전 ↑0/↓1📊 월가 STRONG BUY실적 +0.25
초기발굴
FormFactor, Inc.
Semiconductor Materials & Equi · 9.25B
$106.05 -10.6% 1M -16% 6M +85% 46%
Quant: STRONG BUY (4.92)
📅 07-29 D-21✏️ 리비전 ↑7/↓0📊 월가 BUY실적 +0.12
초기발굴 기술주 반도체
Q22·R14·G10·P3·V5
+5.0−5.0
Rackspace Technology, Inc.
Internet Services and Infrastr · 1.60B
$6.76 +5.2% 1M +21% 6M +524% 89% 이미급등
Quant: STRONG BUY (4.99)
📅 08-07 D-30✏️ 리비전 ↑0/↓3📊 월가 HOLD
초기발굴 기술주 트렌딩AI
Q22·R17·G8·P3·V10
+8.0−15.0
Butterfly Network, Inc.
· 2.15B
$7.58 -7.9% 1M +46% 78%
Quant: STRONG BUY (4.95)
📅 07-31 D-23✏️ 리비전 ↑0/↓0📊 월가 STRONG BUY
트렌딩AI
Q22·R16·G7·P6·V4
+5.0−5.0
Information Services Group, Inc.
· 195.66M
$4.06 -1.0% 1M -6% 13%
Quant: HOLD (3.22)
📅 08-05 D-28✏️ 리비전 ↑0/↓0📊 월가 STRONG BUY실적 +0.02
트렌딩AI
Vishay Precision Group, Inc.
Electronic Equipment and Instr · 1.64B
$108.45 -11.8% 1M -15% 6M +198% 62% 이미급등
Quant: STRONG BUY (4.98)
📅 08-04 D-27✏️ 리비전 ↑3/↓0📊 월가 STRONG BUY실적 +0.07
초기발굴 기술주 성장주
Q22·R16·G12·P3·V3
+8.0−15.0
BlackBerry Limited
Systems Software · 6.65B
$11.1 -2.5% 1M +7% 6M +190% 82% 이미급등
Quant: STRONG BUY (4.97)
📅 09-24 D-78✏️ 리비전 ↑2/↓0📊 월가 HOLD실적 +0.01
초기발굴 기술주 성장주
Q22·R13·G13·P6·V6
+5.0−15.0
Benchmark Electronics, Inc.
Electronic Manufacturing Servi · 3.07B
$81.01 -5.3% 1M -8% 6M +89% 68%
Quant: STRONG BUY (4.88)
📅 07-29 D-21✏️ 리비전 ↑3/↓0📊 월가 BUY실적 +0.03
초기발굴 기술주
Q22·R17·G6·P4·V3
+5.0−5.0
Netlist, Inc.
Electronic Manufacturing Servi · 1.00B
$2.89 -4.0% 1M -7% 6M +224% 78% 이미급등
Quant: STRONG BUY (4.98)
📅 08-11 D-34✏️ 리비전 ↑0/↓0📊 월가 STRONG BUY실적 +0.03
초기발굴 기술주 소형주 반도체
Q22·R12·G6·P8·V8
+8.0−15.0
Digital Turbine, Inc.
Application Software · 1.35B
$10.39 -7.1% 1M +11% 6M +119% 72% 이미급등
Quant: STRONG BUY (4.93)
📅 08-05 D-28✏️ 리비전 ↑1/↓0📊 월가 STRONG BUY실적 +0.08
초기발굴 기술주
Q22·R12·G10·P3·V8
+8.0−10.0
Okta, Inc.
Internet Services and Infrastr · 25.83B
$148.47 -0.1% 1M +20% 6M +64% 100%
Quant: STRONG BUY (4.9)
📅 08-26 D-49✏️ 리비전 ↑23/↓13📊 월가 BUY실적 +0.06
기술주 트렌딩AI
Elastic N.V.
Application Software · 6.09B
$59.46 +1.6% 1M -9% 46%
Quant: BUY (3.94)
📅 08-27 D-50✏️ 리비전 ↑1/↓20📊 월가 BUY실적 +0.05
초기발굴 트렌딩AI
Silicom Ltd.
Communications Equipment · 248.62M
$39.57 -9.2% 1M -8% 6M +187% 69% 이미급등
Quant: STRONG BUY (4.95)
📅 07-29 D-21✏️ 리비전 ↑1/↓0📊 월가 BUY
초기발굴 기술주 반도체
Q22·R13·G6·P2·V8
+8.0−15.0
Backblaze, Inc.
Internet Services and Infrastr · 937.43M
$15.84 +3.5% 1M +89% 6M +230% 96% 이미급등
Quant: HOLD (3.48)
📅 08-07 D-30✏️ 리비전 ↑6/↓0📊 월가 STRONG BUY실적 +0.04
밸류D-▼
성장B+▲
수익C-▬
모멘A+▲
추정A+▲
초기발굴 기술주 소형주
Q15·R18·G10·P3·V2
+8.0−15.0
$36.34 -3.1% 1M +3% 84%
Quant: HOLD (3.32)
📅 09-03 D-57✏️ 리비전 ↑15/↓0📊 월가 BUY실적 +0.04
트렌딩AI
MACOM Technology Solutions Holding
Semiconductors · 25.00B
$304.82 -7.0% 1M -20% 6M +91% 57%
Quant: STRONG BUY (4.92)
📅 08-06 D-29✏️ 리비전 ↑14/↓0📊 월가 BUY실적 +0.02
기술주 반도체
Q22·R12·G11·P5·V3
+2.0−5.0
AXT, Inc.
Semiconductor Materials & Equi · 4.05B
$58.15 -8.4% 1M -45% 6M +215% 34% 이미급등
Quant: STRONG BUY (4.97)
📅 07-30 D-22✏️ 리비전 ↑5/↓0📊 월가 BUY
초기발굴 기술주 반도체
Q22·R18·G8·P2·V3
+5.0−15.0
Ichor Holdings, Ltd.
Semiconductor Materials & Equi · 3.34B
$85.01 -11.1% 1M +20% 6M +320% 70% 이미급등
Quant: STRONG BUY (4.97)
📅 08-04 D-27✏️ 리비전 ↑7/↓0📊 월가 STRONG BUY실적 +0.02
초기발굴 기술주 성장주 반도체
Q22·R10·G12·P2·V6
+5.0−15.0
Ultra Clean Holdings, Inc.
Semiconductor Materials & Equi · 4.73B
$90.78 -14.0% 1M -3% 6M +232% 55% 이미급등
Quant: STRONG BUY (4.98)
📅 08-03 D-26✏️ 리비전 ↑3/↓0📊 월가 STRONG BUY실적 +0.05
초기발굴 기술주 성장주 반도체
Q22·R13·G12·P2·V6
+5.0−15.0
$39.21 +1.2% 1M +24% 74%
Quant: HOLD (3.17)
📅 09-22 D-76✏️ 리비전 ↑5/↓0📊 월가 STRONG BUY실적 +0.13
LI-Tech LI-Small LI-Undercov
QuickLogic Corporation
Semiconductors · 295.79M
$15.06 -7.2% 1M -37% 6M +123% 50% 이미급등
Quant: STRONG BUY (4.88)
📅 08-11 D-34✏️ 리비전 ↑1/↓1📊 월가 BUY
초기발굴 기술주 반도체
Q22·R13·G13·P2·V3
+8.0−10.0
Everspin Technologies, Inc.
· 460.04M
$17.68 -9.9% 1M -38% 27%
Quant: BUY (4.13)
📅 07-29 D-21✏️ 리비전 ↑1/↓1📊 월가 STRONG BUY실적 +0.02
반도체
🧊 식는 중 (Cooling) 2
SITM 52.0▼4.6
SiTime Corporation
Semiconductors · 18.75B
$592.19 -3.8% 1M -16% 6M +92% 48%
Quant: HOLD (3.48)
📅 08-05 D-28✏️ 리비전 ↑8/↓0📊 월가 STRONG BUY실적 +0.28
기술주 성장주 반도체
Q15·R11·G13·P3·V3
+2.0−5.0
NVTS 44.0▲1.7
Navitas Semiconductor Corporation
Semiconductors · 3.57B
$13.99 -8.1% 1M -54% 6M +73% 27%
Quant: HOLD (3.46)
📅 07-27 D-19✏️ 리비전 ↑3/↓0📊 월가 HOLD
초기발굴 기술주 반도체
Q15·R11·G6·P8·V3
+5.0−5.0
📡 신규후보 (Candidate) 8
NVMI 54.5
Nova Ltd.
· 14.83B
$446.43 -4.3% 1M -14% 38%
Quant: BUY (3.87)
📅 08-06 D-29✏️ 리비전 ↑7/↓0📊 월가 STRONG BUY실적 +0.13
반도체
RFIL 54.3▼13.4
RF Industries, Ltd.
Electronic Manufacturing Servi · 199.55M
$16.87 -8.3% 1M +1% 6M +218% 80% 이미급등
Quant: STRONG BUY (4.96)
📅 09-11 D-65✏️ 리비전 ↑1/↓0📊 월가 HOLD실적 +0.05
초기발굴 기술주
Q22·R13·G13·P3·V6
+8.0−15.0
$262.74 +0.2% 1M +8% 89%
Quant: HOLD (3.43)
📅 08-26 D-49✏️ 리비전 ↑31/↓5📊 월가 STRONG BUY실적 +0.07
LI-Tech
VICR 52.2▼4.8
Vicor Corporation
· 13.01B
$257.34 -9.8% 1M -16% 53%
Quant: STRONG BUY (4.98)
📅 07-21 D-13✏️ 리비전 ↑3/↓0📊 월가 STRONG BUY실적 +0.11
밸류D+▲
성장A+▬
수익B-▼
모멘A+▬
추정A-▼
성장주
Q22·R10·G13·P5·V4
+2.0−5.0
MXL 50.2▼9.9
MaxLinear, Inc.
Semiconductors · 8.57B
$85.82 -10.3% 1M -9% 6M +389% 62% 이미급등
Quant: STRONG BUY (4.99)
📅 07-23 D-15✏️ 리비전 ↑11/↓0📊 월가 BUY실적 +0.04
밸류D+▼
성장A+▬
수익D+▬
모멘A+▲
추정B+▼
초기발굴 기술주 성장주 반도체
Q22·R12·G13·P2·V4
+5.0−15.0
COHU 49.4▼4.1
Cohu, Inc.
Semiconductor Materials & Equi · 2.77B
$50.97 -13.2% 1M -9% 6M +117% 54% 이미급등
Quant: STRONG BUY (4.92)
📅 07-30 D-22✏️ 리비전 ↑2/↓3📊 월가 STRONG BUY
기술주 성장주 반도체
Q22·R8·G13·P4·V3
+5.0−10.0
SKYT 49.3▼8.2
SkyWater Technology, Inc.
· 1.68B
$33.38 -2.1% 1M -12% 63%
Quant: BUY (3.76)
📅 08-04 D-27✏️ 리비전 ↑0/↓0📊 월가 HOLD
반도체
PENG 47.9
Penguin Solutions, Inc.
Semiconductors · 3.44B
$62.71 -7.4% 1M -12% 6M +214% 78% 이미급등
Quant: STRONG BUY (4.96)
📅 07-07✏️ 리비전 ↑3/↓0📊 월가 BUY실적 +0.28
초기발굴 기술주 트렌딩AI 반도체
Q22·R10·G6·P4·V6
+5.0−15.0
🎓 대형주 참고 (Context) 10
LITE 89.5
Lumentum Holdings Inc.
Communications Equipment · 56.89B
$698.91 -4.4% 1M -26% 6M +84% 51%
Quant: STRONG BUY (4.98)
📅 08-14 D-37✏️ 리비전 ↑18/↓0📊 월가 BUY실적 +0.10
기술주 성장주 반도체
HPE 86.9▲0.1
Hewlett Packard Enterprise Company
Technology Hardware, Storage a · 57.14B
$43.47 +0.7% 1M -19% 6M +81% 65%
Quant: STRONG BUY (4.95)
📅 09-01 D-55✏️ 리비전 ↑17/↓0📊 월가 BUY실적 +0.26
기술주 트렌딩AI Top-Rated
AMD 71.7▼5.0
Advanced Micro Devices, Inc.
Semiconductors · 900.17B
$516.11 -6.5% 1M -1% 6M +158% 83% 이미급등
Quant: STRONG BUY (4.99)
📅 08-04 D-27✏️ 리비전 ↑35/↓1📊 월가 STRONG BUY실적 +0.08
기술주 성장주 트렌딩AI 반도체
CIEN 69.0▲0.5
Ciena Corporation
Communications Equipment · 61.41B
$418.91 -3.4% 1M -22% 6M +71% 48%
Quant: STRONG BUY (4.96)
📅 09-03 D-57✏️ 리비전 ↑16/↓0📊 월가 BUY실적 +0.18
기술주 성장주 반도체
ANET 63.2
Arista Networks, Inc.
· 209.81B
$159.99 -4.0% 1M +0% 82%
Quant: STRONG BUY (4.62)
📅 07-31 D-28✏️ 리비전 ↑17/↓1📊 월가 STRONG BUY실적 +0.06
트렌딩AI 반도체
MU 62.9▼2.0
Micron Technology, Inc.
Semiconductors · 1.10T
$984.75 +1.0% 1M -6% 6M +209% 70% 이미급등
Quant: STRONG BUY (4.99)
📅 09-30 D-85✏️ 리비전 ↑26/↓0📊 월가 STRONG BUY실적 +4.40
밸류A-▲
성장A+▬
수익A+▬
모멘A+▬
추정B+▼
기술주 성장주 반도체 Top-Rated
SNDK 60.8▼3.2
Sandisk Corporation
Technology Hardware, Storage a · 258.33B
$1617.7 -7.3% 1M -8% 6M +399% 65% 이미급등
Quant: STRONG BUY (4.99)
📅 08-14 D-37✏️ 리비전 ↑13/↓0📊 월가 BUY실적 +8.75
기술주 성장주 반도체
INTC 58.0▼1.9
Intel Corporation
Semiconductors · 638.40B
$120.35 -5.2% 1M -1% 6M +244% 70% 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 -15% 6M +174% 65% 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 +2% 6M +167% 78% 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) 8
$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
$417.28 +1.3% 1M -2% 85%
Quant: HOLD (3.49)
📅 09-03 D-57✏️ 리비전 ↑21/↓0📊 월가 BUY실적 +1.90
LI-Tech LI-Undercov
$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