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Archive_View: 2026-01-28
Amphenol Corporation
APH
SPY
-12.2%
Amphenol is one of the world's largest designers and manufacturers of electrical, electronic, and fiber-optic connectors, interconnect systems, antennas, and sensors. It serves critical end-markets including Automotive, Commercial Aerospace, Industrial, IT Datacom, and Mobile Networks.
BULLISH
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Axon Enterprise, Inc.
AXON
SPY
-9.89%
Axon Enterprise, Inc. is the global leader in connected public safety technologies, comprising an ecosystem of TASER energy weapons, body-worn cameras (Axon Body), and the Axon Cloud (Evidence.com) software suite for digital evidence management.
NEUTRAL
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Carvana Co.
CVNA
SPY
-14.17%
Carvana Co. is a leading e-commerce platform for buying and selling used cars, known for its multi-story glass car vending machines and end-to-end online purchasing/financing.
BEARISH
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F5, Inc.
FFIV
SPY
+8.09%
F5 provides multi-cloud application security and delivery solutions. They ensure applications are fast, available, and secure across any environment (on-premises, public cloud, edge).
BULLISH
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First Solar, Inc.
FSLR
SPY
+6.11%
First Solar is a leading American solar technology company and global provider of comprehensive PV solar energy solutions. It manufactures advanced thin-film cadmium telluride (CdTe) photovoltaic modules, which offer a distinct advantage in hot/humid climates and a supply chain independent of China.
BULLISH
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Humana Inc.
HUM
SPY
-6.69%
Humana is a leading US health and well-being company focused primarily on the administration of Medicare Advantage (MA) plans. It derives approximately 80-85% of its revenue and earnings from government-sponsored programs.
BEARISH
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Intel Corporation
INTC
SPY
+11.04%
A global leader in the design and manufacturing of microprocessors (CPUs) for PCs and data centers, as well as a growing provider of foundry services (manufacturing chips for other companies) under its Intel Foundry Services (IFS) unit.
NEUTRAL
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Microchip Technology Inco…
MCHP
SPY
+6.81%
Microchip Technology Incorporated is a leading provider of smart, connected, and secure embedded control solutions. Their portfolio includes microcontrollers, mixed-signal, analog, and Flash-IP solutions.
BULLISH
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Micron Technology, Inc.
MU
SPY
+6.1%
Micron Technology, Inc. is a global leader in memory and storage solutions, primarily DRAM and NAND flash memory. They are a critical supplier for data centers, mobile devices, and automotive electronics.
BULLISH
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SanDisk Corporation
SNDK
SPY
+9.6%
A global leader in flash memory storage solutions. SanDisk designs and manufactures NAND flash products, including Enterprise SSDs for data centers, embedded flash for mobile/IoT, and removable storage products.
BULLISH
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Seagate Technology Holdin…
STX
SPY
+19.14%
A global leader in data storage technology and solutions, principally specializing in the design and manufacture of high-capacity Hard Disk Drives (HDDs) for enterprise data centers and cloud hyperscalers.
BULLISH
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Skyworks Solutions, Inc.
SWKS
SPY
-7.94%
Skyworks is a leading manufacturer of high-performance analog and mixed-signal semiconductors. Its core business is Radio Frequency (RF) front-end modules used in smartphones, facilitating 5G and Wi-Fi connectivity.
BEARISH
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Texas Instruments Incorpo…
TXN
SPY
+9.94%
Texas Instruments is the world's largest manufacturer of analog chips and embedded processors. These chips are essential building blocks used in virtually every electronic device, with heavy exposure to Industrial and Automotive markets.
BULLISH
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Textron Inc.
TXT
SPY
-7.9%
Textron Inc. is a multi-industry conglomerate specializing in aerospace and defense, operating through brands such as Bell for helicopters, Cessna and Beechcraft for general aviation, and Textron Systems for defense.
NEUTRAL
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Western Digital Corporati…
WDC
SPY
+10.7%
Following the spin-off of its Flash/NAND business, Western Digital is a pure-play developer and manufacturer of Hard Disk Drives (HDDs). The company focuses on high-capacity storage solutions for enterprise data centers, cloud providers, and OEM clients.
BULLISH
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