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The Semiconductor Surge: Why VECO Leads the Charge

Nigel Johnson Maximus
1 min read
Trading screens showing TheStrat price action chart analysis
Maximus | Daily Trade Ideas
SwingTheStrat · The Swing Radar · June 11, 2026
The Semiconductor Surge: Why VECO Leads the Charge
Daily brief for swing traders using TheStrat.
Cycle Strength  Neutral
Mood  Extreme Fear
Posture  Cautious
The Swing Radar View

The current market regime remains neutral, with the major indexes QQQ, SPY, IWM, and DIA showing mixed signals. The indexes are testing key moving averages, with some pulling back to ascending averages, indicating potential support. The market cycle has been neutral for several consecutive days, reflecting a cautious mood. The overall market sentiment is stable, with no extreme greed or fear dominating the landscape.

Thematic Clusters (Ranked by Institutional Density)
Semiconductors (12)
Software - Application (8)
Software - Infrastructure (5)
Hardware, Equipment & Parts (5)
Biotechnology (3)
Medical - Healthcare Plans (2)
Medical - Healthcare Information Services (2)
Financial - Credit Services (2)
Communication Equipment (2)
Internet Content & Information (2)
Computer Hardware (2)
Leisure (1)
Trucking (1)
Medical - Devices (1)
Rental & Leasing Services (1)
Financial - Capital Markets (1)
Insurance - Property & Casualty (1)
Specialty Retail (1)
Department Stores (1)
Medical - Diagnostics & Research (1)
Telecommunications Services (1)
Aerospace & Defense (1)
Information Technology Services (1)
Asset Management (1)
Auto - Parts (1)
🎯 Focus List — Best Ideas for Tomorrow
1. GKOS [1-2u-2dG]
A-tier
GKOS presents a 2-down Green Reversal with a score of 45/100, highlighting its reclaim structure and RS Elite status.
2. TTAN [2d-2d-2dG]
A-tier
TTAN features a 2-down Green Reversal with a score of 27/100, emphasizing its reclaim structure and fundamental strength.
3. NAVN [1-3d-2dG]
A-tier
NAVN offers a 2-down Green Reversal with a score of 26/100, driven by a strong reclaim structure and HV Signature.
4. VECO [1-2u-1,Shooter]
S-tier
VECO demonstrates a powerful inside bar setup with a StratLab score of 62/100, supported by a robust HV Signature and elite RS Elite status.
5. SEZL [2u-2uR-1,Shooter]
S-tier
SEZL showcases a compelling inside bar formation, boasting a StratLab score of 62/100 and a strong HV Signature, indicating institutional interest.
⚠️ What NOT to Chase
Tomorrow's Game Plan
1
Monitor VECO and SEZL: Focus on these high-conviction setups with strong HV Signatures and reclaim structures. Consider entries on confirmed breakouts with tight stops.
2
Evaluate GKOS, TTAN, and NAVN: Assess these reclaim plays for potential entries, ensuring alignment with market sentiment and risk parameters.
🛡️ Final Thoughts from Maximus
The focus list reveals a strong thematic convergence in semiconductor and technology sectors, highlighting the importance of sector rotation in current market dynamics. Traders should maintain disciplined risk management, focusing on setups with confirmed technical patterns and avoiding overextended positions. The neutral market regime calls for cautious optimism, with an emphasis on technical confirmations before committing capital.
Daily Focus List 📋 TV Import
GKOS 1-2u-2dG
TTAN 2d-2d-2dG
NAVN 1-3d-2dG
VECO 1-2u-1,Shooter
SEZL 2u-2uR-1,Shooter
TV Import List: GKOS, TTAN, NAVN, VECO, SEZL
Wider Focus List 📋 TV Import
LQDA [2uR-2d-2u]
CRDO [1-3u-2u]
APPS [2u-2u-2u]
ALHC [3u-2u-2u]
OSCR [2u-2uR-2uR]
FUN [2u-2uR-2u]
CAI [3d-1-2u,Shooter]
PGY [3u-2uR-1]
STUB [2u-2u-2u,Shooter]
RXO [2u-2u-2u]
HTFL [1-3d-2u]
SNDK [2u-3d-1,Shooter]
COHU [1-3d-1,Shooter]
HOOD [1-3d-2u]
IONQ [2u-2d-1,Shooter]
CAR [2uR-2d-2u,Randy Jackson]
ICHR [1-2u-2u,Shooter]
PDFS [2u-2u-1,Shooter]
COHR [1-2d-1]
DELL [2dG-3d-1,Shooter]
RDDT [2d-2uR-1]
RBRK [2d-2dG-2u,Shooter]
AAOI [1-3d-1]
ALAB [2u-3d-1,Shooter]
INOD [2d-3d-1]
UPST [1-2u-1]
DOCN [2d-2d-2u]
AMKR [1-3u-2u,Shooter]
DXYZ [2d-2d-2u]
AEVA [2uR-2d-1]
ADEA [2u-3d-1,Shooter]
INTC [2uR-3d-1,Shooter]
LMND [3u-2u-2u,Shooter]
AXON [2d-2d-1]
NN [2d-3d-1]
CLS [1-3d-1,Shooter]
AMBQ [1-3d-1,Shooter]
FIVN [1-2d-1]
TEM [1-3u-2u]
KSS [2u-2uR-1]
LPTH [2d-2d-1,Shooter]
VPG [1-3d-1]
LITE [2d-2d-1]
UCTT [1-2u-2u,Shooter]
IRDM [1-2d-1]
AXTI [1-3d-1]
FSLY [1-2d-1,Shooter]
POWI [2d-3d-1,Shooter]
AEHR [2d-3d-1,Shooter]
EYE [2u-2u-2u]
TWST [2d-3d-1]
TENB [2d-2d-2u]
ERAS [2u-3u-2u,Shooter]
NOW [2dG-2d-1]
TV Import List: LQDA, CRDO, APPS, ALHC, OSCR, FUN, CAI, PGY, STUB, RXO, HTFL, SNDK, COHU, HOOD, IONQ, CAR, ICHR, PDFS, COHR, DELL, RDDT, RBRK, AAOI, ALAB, INOD, UPST, DOCN, AMKR, DXYZ, AEVA, ADEA, INTC, LMND, AXON, NN, CLS, AMBQ, FIVN, TEM, KSS, LPTH, VPG, LITE, UCTT, IRDM, AXTI, FSLY, POWI, AEHR, EYE, TWST, TENB, ERAS, NOW
Universe Sweep 📋 TV Import
WOLF
FCEL
OPTX
AXTI
UMAC
POET
DXYZ
AAOI
ALMU
LUNR
RDW
FLNC
MXL
OUST
NVTS
AEHR
INFQ
AEVA
WYFI
LPTH
APPS
FLY
RGTI
ENPH
SEDG
VOYG
SPIR
CRDO
MEI
INOD
QBTS
PENG
BKSY
USAR
AOSL
PL
BTDR
ASTS
NBIS
ALAB
VPG
NNE
RCAT
VSH
AMPX
MRVL
CIFR
IONQ
CSIQ
APLD
TNGX
CMPO
ARM
ACMR
DSGN
LITE
JBIO
NXT
SOC
GRPN
AMBQ
IREN
BE
SVCO
COHR
VICR
BAND
JACK
HUT
NN
RKLB
BLLN
AMSC
SMCI
AMRC
WLAC
SMTC
OKLO
FN
BHVN
LASR
SNDK
NTLA
CLSK
RLAY
GLXY
MOD
RMBS
CLPT
VIAV
DOCN
FIGR
FWRD
TTMI
TSSI
ADTN
AMKR
AMBA
GRAL
VSAT
TV Import List: WOLF, FCEL, OPTX, AXTI, UMAC, POET, DXYZ, AAOI, ALMU, LUNR, RDW, FLNC, MXL, OUST, NVTS, AEHR, INFQ, AEVA, WYFI, LPTH, APPS, FLY, RGTI, ENPH, SEDG, VOYG, SPIR, CRDO, MEI, INOD, QBTS, PENG, BKSY, USAR, AOSL, PL, BTDR, ASTS, NBIS, ALAB, VPG, NNE, RCAT, VSH, AMPX, MRVL, CIFR, IONQ, CSIQ, APLD, TNGX, CMPO, ARM, ACMR, DSGN, LITE, JBIO, NXT, SOC, GRPN, AMBQ, IREN, BE, SVCO, COHR, VICR, BAND, JACK, HUT, NN, RKLB, BLLN, AMSC, SMCI, AMRC, WLAC, SMTC, OKLO, FN, BHVN, LASR, SNDK, NTLA, CLSK, RLAY, GLXY, MOD, RMBS, CLPT, VIAV, DOCN, FIGR, FWRD, TTMI, TSSI, ADTN, AMKR, AMBA, GRAL, VSAT
🧩 Thematic Deep Dive
Ranked by Average Relative Strength (1W). Focus on clusters leading the market move.
Semiconductors Avg RS: 26.5 · 12 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
VECO
1-2u-1,Shooter
62.0/100
🏆 Leader Inside
🔥 🛡️ 💹 🚀 👑
COHU
1-3d-1,Shooter
43.0/100
🏆 Leader Inside FTFC
🔥 🛡️ 📈 👑
ICHR
1-2u-2u,Shooter
39.0/100
🏆 Leader StratLab FTFC
🔥 👑
AAOI
1-3d-1
37.0/100
StratLab Inside FTFC
💎 👑
ALAB
2u-3d-1,Shooter
37.0/100
Inside FTFC
🛡️ 📈 👑
AMKR
1-3u-2u,Shooter
35.0/100
🏆 Leader FTFC
📈 👑
INTC
2uR-3d-1,Shooter
34.0/100
Inside FTFC
💎 🛡️ 👑
AMBQ
1-3d-1,Shooter
31.0/100
Inside FTFC
🛡️ 👑
UCTT
1-2u-2u,Shooter
30.0/100
🏆 Leader FTFC
🔥 🛡️ 👑
AXTI
1-3d-1
29.0/100
StratLab Inside FTFC
🔥 📈
POWI
2d-3d-1,Shooter
29.0/100
Inside FTFC
👑
AEHR
2d-3d-1,Shooter
28.0/100
Inside FTFC
🔥 👑
Software - Application Avg RS: 44.9 · 8 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
APPS
2u-2u-2u
64.0/100
🏆 Leader StratLab FTFC
🛡️ 💹 🚀 📈 👑
STUB
2u-2u-2u,Shooter
52.0/100
🏆 Leader FTFC
🛡️ 💹 🚀
PDFS
2u-2u-1,Shooter
39.0/100
🏆 Leader Inside
🛡️ 📈 👑
ADEA
2u-3d-1,Shooter
34.0/100
🏆 Leader StratLab Inside FTFC
🛡️ 👑
FSLY
1-2d-1,Shooter
29.0/100
🏆 Leader Inside FTFC
🔥
TTAN
2d-2d-2dG
27.0/100
🏆 Leader 2dG FTFC
🛡️ 📈
NAVN
1-3d-2dG
26.0/100
🏆 Leader StratLab 2dG FTFC
🛡️
NOW
2dG-2d-1
26.0/100
Inside FTFC
🛡️
Software - Infrastructure Avg RS: 30.3 · 5 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
PGY
3u-2uR-1
54.0/100
🏆 Leader Inside FTFC
💎 🔥 🚀
RBRK
2d-2dG-2u,Shooter
38.0/100
🏆 Leader FTFC
🔥 🛡️ 📈 👑
DOCN
2d-2d-2u
35.0/100
🏆 Leader StratLab FTFC
🔥 🛡️ 👑
FIVN
1-2d-1
31.0/100
Inside FTFC
🔥 👑
TENB
2d-2d-2u
27.0/100
🏆 Leader FTFC
🛡️ 👑
Hardware, Equipment & Parts Avg RS: 11.8 · 5 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
SNDK
2u-3d-1,Shooter
45.0/100
🏆 Leader Inside FTFC
🔥 🛡️ 📈 👑
COHR
1-2d-1
38.0/100
Inside FTFC
🔥 📈 👑
CLS
1-3d-1,Shooter
32.0/100
Inside FTFC
📈 👑
LPTH
2d-2d-1,Shooter
30.0/100
StratLab Inside FTFC
👑
VPG
1-3d-1
30.0/100
🏆 Leader StratLab Inside FTFC
🛡️ 👑
Biotechnology Avg RS: 81.5 · 3 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
LQDA
2uR-2d-2u
70.0/100
🏆 Leader StratLab FTFC
🔥 🛡️ 💹 🚀 📈 👑
CAI
3d-1-2u,Shooter
58.0/100
🏆 Leader FTFC
💎 💹 🚀 📈
ERAS
2u-3u-2u,Shooter
26.0/100
🏆 Leader FTFC
🔥 🛡️
Medical - Healthcare Plans Avg RS: 99.9 · 2 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
ALHC
3u-2u-2u
64.0/100
🏆 Leader StratLab FTFC
🛡️ 💹 🚀 📈
OSCR
2u-2uR-2uR
60.0/100
🏆 Leader StratLab
🔥 🛡️ 💹 🚀 📈 👑
Medical - Healthcare Information Services Avg RS: 76.2 · 2 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
HTFL
1-3d-2u
49.0/100
🏆 Leader StratLab FTFC
💎 🔥 📈
TEM
1-3u-2u
31.0/100
🏆 Leader StratLab FTFC
💎
Financial - Credit Services Avg RS: 67.9 · 2 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
SEZL
2u-2uR-1,Shooter
62.0/100
🏆 Leader Inside FTFC
🔥 🛡️ 💹 🚀 📈 👑
UPST
1-2u-1
36.0/100
🏆 Leader Inside
💎 🔥
Communication Equipment Avg RS: 56.7 · 2 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
CRDO
1-3u-2u
66.0/100
🏆 Leader StratLab FTFC
🛡️ 💹 🚀 📈 👑
LITE
2d-2d-1
30.0/100
StratLab Inside FTFC
📈
Internet Content & Information Avg RS: 53.4 · 2 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
RDDT
2d-2uR-1
38.0/100
🏆 Leader Inside
🔥 🛡️ 📈
NN
2d-3d-1
32.0/100
🏆 Leader StratLab Inside FTFC
👑
Computer Hardware Avg RS: 7.8 · 2 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
IONQ
2u-2d-1,Shooter
40.0/100
StratLab Inside
🔥 🛡️ 📈 👑
DELL
2dG-3d-1,Shooter
38.0/100
Inside FTFC
🛡️ 📈 👑
Leisure Avg RS: 97.7 · 1 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
FUN
2u-2uR-2u
60.0/100
🏆 Leader StratLab FTFC
🔥 🛡️ 💹 🚀 👑
Trucking Avg RS: 92.5 · 1 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
RXO
2u-2u-2u
50.0/100
🏆 Leader FTFC
🔥 🛡️ 💹 🚀 👑
Medical - Devices Avg RS: 90.7 · 1 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
GKOS
1-2u-2dG
45.0/100
🏆 Leader 2dG FTFC
💹
Rental & Leasing Services Avg RS: 83.6 · 1 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
CAR
2uR-2d-2u,Randy Jackson
40.0/100
🏆 Leader StratLab FTFC
🔥 🛡️
Financial - Capital Markets Avg RS: 80.2 · 1 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
HOOD
1-3d-2u
41.0/100
🏆 Leader StratLab FTFC
💎 🔥 🛡️
Insurance - Property & Casualty Avg RS: 77.2 · 1 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
LMND
3u-2u-2u,Shooter
34.0/100
🏆 Leader StratLab FTFC
🔥 📈
Specialty Retail Avg RS: 75.9 · 1 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
EYE
2u-2u-2u
28.0/100
🏆 Leader StratLab FTFC
Department Stores Avg RS: 56.2 · 1 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
KSS
2u-2uR-1
31.0/100
🏆 Leader Inside
🔥
Medical - Diagnostics & Research Avg RS: 20.0 · 1 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
TWST
2d-3d-1
27.0/100
🏆 Leader Inside
🛡️ 👑
Telecommunications Services Avg RS: 19.8 · 1 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
IRDM
1-2d-1
30.0/100
StratLab Inside FTFC
🔥 🛡️ 👑
Aerospace & Defense Avg RS: 18.4 · 1 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
AXON
2d-2d-1
33.0/100
Inside FTFC
🛡️ 📈
Information Technology Services Avg RS: 17.3 · 1 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
INOD
2d-3d-1
36.0/100
StratLab Inside FTFC
🛡️ 📈 👑
Asset Management Avg RS: 13.6 · 1 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
DXYZ
2d-2d-2u
34.0/100
StratLab FTFC
🔥 📈
Auto - Parts Avg RS: 12.2 · 1 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
AEVA
2uR-2d-1
34.0/100
StratLab Inside FTFC
🛡️ 👑
🧩 Signal Legend
💎 Focus Setup
🔥 HV Signature
🛡️ Structural Reclaim
💹 RS Elite (>90)
🚀 Industry Leader
📈 Growth Accel
👑 Stage 2 Trend
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Frequently Asked Questions

What timeframes should I use with TheStrat?

The framework is fractal. You can use it on any timeframe, but we recommend the 60m, Daily, and Weekly for swing trading.

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What is the main edge of TheStrat?

The edge is not prediction. The edge is confirmation, structure, and discipline. TheStrat helps you wait for the move to prove itself before you risk money.

Why do broadening formations matter?

Because they show price discovery in motion. The market is expanding, testing both sides of the range, and telling you where real decisions are likely to happen.