#Newsletter
#Market Pulse
#StratLab
Semiconductor Surge: Cohu and CIEN Lead the Charge
NJ
Maximus
1 min read
Semiconductor Surge: Cohu and CIEN Lead the Charge
Daily brief for swing traders using TheStrat.
The Swing Radar View
The current market regime is bullish, with the major indexes QQQ, SPY, IWM, and DIA showing a consistent upward trajectory. These indexes are pulling back to ascending moving averages, indicating a strong market posture. The market cycle has maintained a bullish stance for several consecutive days, reflecting a mood of 'Greed'.
Thematic Clusters (Ranked by Institutional Density)
Semiconductors (19)
Biotechnology (18)
Communication Equipment (5)
Aerospace & Defense (4)
Financial - Capital Markets (3)
Hardware, Equipment & Parts (3)
Electrical Equipment & Parts (2)
Computer Hardware (2)
Industrial Materials (2)
Medical - Healthcare Information Services (2)
Software - Application (2)
Internet Content & Information (1)
Medical - Devices (1)
Financial - Credit Services (1)
Oil & Gas Equipment & Services (1)
Uranium (1)
Medical - Equipment & Services (1)
Industrial - Machinery (1)
Renewable Utilities (1)
Regulated Electric (1)
Department Stores (1)
Software - Infrastructure (1)
Medical - Healthcare Plans (1)
Agricultural Farm Products (1)
Medical - Diagnostics & Research (1)
Industrial - Pollution & Treatment Controls (1)
Asset Management (1)
🎯 Focus List — Best Ideas for Tomorrow
1. KSS [2d-2d-2dG,Shooter]
A-tier
Kohl's Corporation exhibits a strong reclaim structure with a StratLab score of 46/100, supported by a robust HV Signature and thematic alignment in the Consumer Cyclical sector.
2. OKLO [2u-2d-2dG]
A-tier
Oklo Inc. demonstrates a powerful reclaim structure with a score of 42/100, driven by elite RS Elite and thematic alignment in the Utilities sector.
3. CECO [2d-2d-2dG]
A-tier
CECO Environmental Corp. stands out with a StratLab score of 40/100, featuring a high HV Signature and a strong Stage 2 Trend in the Industrials sector.
4. CIEN [2uR-2d-2dG]
A-tier
Ciena Corporation showcases a robust reclaim structure with a score of 30/100, bolstered by a strong HV Signature and fundamentals in the Technology sector.
5. COHU [2u-3d-1]
S-tier
Cohu, Inc. leads with a StratLab score of 68/100, supported by elite RS Elite and thematic alignment in the Semiconductor sector.
⚠️ What NOT to Chase
QURE [1-2d-2u]
uniQure N.V. is currently 4.75 ATRs from the 10EMA, indicating an overextended setup that warrants caution.
Tomorrow's Game Plan
1
Monitor Entry Points: Focus on precise entry points for high-conviction setups, ensuring alignment with the current bullish regime.
2
Risk Management: Implement strict risk management protocols, maintaining a balanced exposure across sectors.
🛡️ Final Thoughts from Maximus
The focus list highlights a strong concentration in the Semiconductor and Technology sectors, reflecting a thematic convergence in these areas. Traders should maintain discipline in execution and risk management, aligning with the current bullish market regime to capitalize on the prevailing momentum.
Daily Focus List
📋 TV Import
KSS 2d-2d-2dG,Shooter
OKLO 2u-2d-2dG
CECO 2d-2d-2dG
CIEN 2uR-2d-2dG
COHU 2u-3d-1
TV Import List: KSS, OKLO, CECO, CIEN, COHU
Wider Focus List
📋 TV Import
VICR [2uR-2uR-1]
NBIS [2u-2u-2u]
SEZL [2u-2uR-2u,Shooter]
SEI [2u-1-2u]
MBX [2u-2u-2u]
TTMI [2u-3d-1]
WDC [2u-2uR-2u,Shooter]
CLPT [1-1-2uR]
MRNA [2u-2u-2u]
HLIT [2uR-2d-2uR]
ARM [2u-2uR-2u]
BE [2u-2u-1,Shooter]
UCTT [2uR-3d-1]
HTFL [2uR-2d-1]
ACMR [1-3d-2uR]
BHVN [3u-2u-2u]
ICHR [2uR-2d-2u,Shooter]
ELVN [1-2dG-2u]
PRCH [2u-2u-2u]
AMD [2u-2d-1]
AIP [2u-3d-1]
BEAM [2u-2uR-2u]
NTLA [2u-1-2u,Shooter]
HOOD [2uR-3d-2u]
DELL [2uR-2uR-3u]
KLIC [2uR-2u-1]
TXG [2u-2uR-3u,Shooter]
HIMS [2u-2u-2u,Shooter]
ALMS [2uR-2d-2u]
CIFR [2u-2u-2u,Shooter]
FCEL [2uR-2u-2u,Shooter]
ALGM [2u-2uR-2d]
ALAB [2u-2d-1,Shooter]
VECO [2u-2d-1]
LQDA [2dG-3d-1]
GFS [2uR-2d-1]
APGE [2d-2d-2u]
AEHR [2uR-2d-2uR,Shooter]
RLAY [2uR-2dG-2u]
RIOT [2uR-2dG-3u,Shooter]
DYN [2u-2d-2u]
MRVL [2u-3d-1]
INTC [2uR-2d-1]
POWI [2u-3d-3u]
WOLF [2uR-2d-2u,Shooter]
CRML [2u-2d-2u]
TNGX [2u-2uR-3d,Shooter]
KOD [2uR-2d-2u]
NNE [2u-3d-2u,Shooter]
KRMN [2d-3u-2u]
NVTS [2uR-2d-1]
DOCN [2u-2uR-3u]
OSCR [3u-2uR-1,Shooter]
USAR [2uR-2d-2u]
NRIX [1-3u-2uR,Shooter]
RKLB [1-2d-2u]
NAVN [1-2d-3u]
VERA [2uR-2d-2u]
ERAS [2dG-3d-2u]
PLAB [2u-2d-1,Shooter]
ASTS [1-2d-1]
SMR [2u-2d-3u]
DNTH [2uR-2d-2u]
GRAL [2uR-2d-2u]
VITL [2d-2dG-2u]
VOYG [2d-2d-2u,Shooter]
LEU [2u-2d-1]
LPTH [1-2d-2u,Shooter]
VSAT [2d-2d-2u]
ADTN [3d-2d-2u]
DXYZ [2dG-3u-2u]
RDW [1-2d-2u]
TV Import List: VICR, NBIS, SEZL, SEI, MBX, TTMI, WDC, CLPT, MRNA, HLIT, ARM, BE, UCTT, HTFL, ACMR, BHVN, ICHR, ELVN, PRCH, AMD, AIP, BEAM, NTLA, HOOD, DELL, KLIC, TXG, HIMS, ALMS, CIFR, FCEL, ALGM, ALAB, VECO, LQDA, GFS, APGE, AEHR, RLAY, RIOT, DYN, MRVL, INTC, POWI, WOLF, CRML, TNGX, KOD, NNE, KRMN, NVTS, DOCN, OSCR, USAR, NRIX, RKLB, NAVN, VERA, ERAS, PLAB, ASTS, SMR, DNTH, GRAL, VITL, VOYG, LEU, LPTH, VSAT, ADTN, DXYZ, RDW
Universe Sweep
📋 TV Import
WOLF
OPTX
FCEL
UMAC
AXTI
DXYZ
POET
AAOI
FLNC
LUNR
RDW
NVTS
AEHR
FLY
ALMU
OUST
LPTH
WYFI
INFQ
RGTI
AEVA
SPIR
INOD
CRDO
MXL
VOYG
QBTS
BKSY
RCAT
AOSL
PENG
PL
ARM
ASTS
VSH
NNE
ENPH
MRVL
SVCO
USAR
SEDG
NBIS
ACMR
IONQ
SMR
BTDR
CMPO
AMPX
SOC
CIFR
APLD
LITE
VPG
VSAT
BAND
CSIQ
JBIO
ALAB
COHR
BHVN
SMCI
PLAY
IREN
AMKR
NTLA
GRPN
NN
GLXY
HUT
RMBS
TSSI
VIAV
RKLB
BE
WLAC
CRML
AMBQ
SATS
DOCN
ERAS
TNGX
OKLO
CGEM
SMTC
VICR
BLLN
SNDK
CLSK
CCOI
UEC
DAVE
FSLY
TXG
PGY
ADTN
ICHR
AMBA
QDEL
CEVA
LASR
TV Import List: WOLF, OPTX, FCEL, UMAC, AXTI, DXYZ, POET, AAOI, FLNC, LUNR, RDW, NVTS, AEHR, FLY, ALMU, OUST, LPTH, WYFI, INFQ, RGTI, AEVA, SPIR, INOD, CRDO, MXL, VOYG, QBTS, BKSY, RCAT, AOSL, PENG, PL, ARM, ASTS, VSH, NNE, ENPH, MRVL, SVCO, USAR, SEDG, NBIS, ACMR, IONQ, SMR, BTDR, CMPO, AMPX, SOC, CIFR, APLD, LITE, VPG, VSAT, BAND, CSIQ, JBIO, ALAB, COHR, BHVN, SMCI, PLAY, IREN, AMKR, NTLA, GRPN, NN, GLXY, HUT, RMBS, TSSI, VIAV, RKLB, BE, WLAC, CRML, AMBQ, SATS, DOCN, ERAS, TNGX, OKLO, CGEM, SMTC, VICR, BLLN, SNDK, CLSK, CCOI, UEC, DAVE, FSLY, TXG, PGY, ADTN, ICHR, AMBA, QDEL, CEVA, LASR
🧩 Thematic Deep Dive
Ranked by Average Relative Strength (1W). Focus on clusters leading the market move.
Semiconductors
Avg RS: 94.2 · 19 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
COHU
2u-3d-1
68.0/100
🏆 Leader
StratLab
Inside
FTFC
🛡️
💹
🚀
📈
👑
ARM
2u-2uR-2u
62.0/100
🏆 Leader
StratLab
FTFC
🛡️
💹
🚀
📈
👑
UCTT
2uR-3d-1
62.0/100
🏆 Leader
StratLab
Inside
🔥
🛡️
💹
🚀
👑
ACMR
1-3d-2uR
61.0/100
🏆 Leader
StratLab
🛡️
💹
🚀
👑
ICHR
2uR-2d-2u,Shooter
61.0/100
🏆 Leader
StratLab
FTFC
🛡️
💹
🚀
👑
AMD
2u-2d-1
60.0/100
StratLab
Inside
🔥
🛡️
💹
🚀
📈
👑
AIP
2u-3d-1
59.0/100
🏆 Leader
StratLab
Inside
🛡️
💹
🚀
👑
KLIC
2uR-2u-1
56.0/100
🏆 Leader
Inside
🛡️
💹
🚀
📈
👑
ALGM
2u-2uR-2d
53.0/100
🏆 Leader
StratLab
🔥
🛡️
💹
🚀
👑
ALAB
2u-2d-1,Shooter
52.0/100
StratLab
Inside
🛡️
💹
🚀
📈
👑
VECO
2u-2d-1
52.0/100
StratLab
Inside
🔥
🛡️
💹
🚀
👑
GFS
2uR-2d-1
51.0/100
StratLab
Inside
🛡️
💹
🚀
👑
AEHR
2uR-2d-2uR,Shooter
50.0/100
🏆 Leader
StratLab
🔥
🛡️
💹
🚀
👑
MRVL
2u-3d-1
49.0/100
StratLab
Inside
🛡️
💹
👑
INTC
2uR-2d-1
49.0/100
StratLab
Inside
🛡️
💹
👑
POWI
2u-3d-3u
49.0/100
🏆 Leader
StratLab
FTFC
🛡️
💹
👑
WOLF
2uR-2d-2u,Shooter
48.0/100
StratLab
FTFC
💎
🔥
💹
NVTS
2uR-2d-1
42.0/100
StratLab
Inside
🔥
💹
PLAB
2u-2d-1,Shooter
33.0/100
StratLab
Inside
💹
Biotechnology
Avg RS: 91.9 · 18 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
MBX
2u-2u-2u
68.0/100
🏆 Leader
StratLab
FTFC
🔥
🛡️
💹
🚀
👑
QURE
1-2d-2u
65.0/100
🏆 Leader
StratLab
FTFC
🔥
🛡️
💹
🚀
👑
MRNA
2u-2u-2u
65.0/100
🏆 Leader
StratLab
FTFC
🔥
🛡️
💹
🚀
👑
BHVN
3u-2u-2u
61.0/100
🏆 Leader
StratLab
FTFC
🛡️
💹
🚀
👑
ELVN
1-2dG-2u
61.0/100
🏆 Leader
StratLab
FTFC
🔥
🛡️
💹
🚀
BEAM
2u-2uR-2u
59.0/100
🏆 Leader
StratLab
FTFC
🔥
💹
🚀
📈
👑
NTLA
2u-1-2u,Shooter
58.0/100
🏆 Leader
StratLab
FTFC
🔥
🛡️
💹
🚀
ALMS
2uR-2d-2u
55.0/100
🏆 Leader
StratLab
FTFC
🔥
🛡️
💹
🚀
LQDA
2dG-3d-1
52.0/100
StratLab
Inside
FTFC
🔥
🛡️
🚀
📈
👑
APGE
2d-2d-2u
51.0/100
🏆 Leader
StratLab
FTFC
🔥
🛡️
💹
🚀
👑
RLAY
2uR-2dG-2u
50.0/100
🏆 Leader
StratLab
FTFC
🔥
🛡️
💹
🚀
👑
DYN
2u-2d-2u
50.0/100
🏆 Leader
StratLab
FTFC
🔥
🛡️
💹
🚀
TNGX
2u-2uR-3d,Shooter
46.0/100
🏆 Leader
StratLab
🛡️
💹
👑
KOD
2uR-2d-2u
46.0/100
🏆 Leader
StratLab
FTFC
🔥
💹
NRIX
1-3u-2uR,Shooter
38.0/100
🏆 Leader
StratLab
💹
VERA
2uR-2d-2u
34.0/100
🏆 Leader
StratLab
FTFC
🔥
💹
ERAS
2dG-3d-2u
33.0/100
🏆 Leader
StratLab
FTFC
🔥
🛡️
DNTH
2uR-2d-2u
32.0/100
🏆 Leader
StratLab
FTFC
🔥
Communication Equipment
Avg RS: 61.2 · 5 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
HLIT
2uR-2d-2uR
64.0/100
🏆 Leader
StratLab
🛡️
💹
🚀
👑
ASTS
1-2d-1
32.0/100
StratLab
Inside
💎
🛡️
CIEN
2uR-2d-2dG
30.0/100
StratLab
2dG
FTFC
🔥
📈
VSAT
2d-2d-2u
27.0/100
StratLab
FTFC
ADTN
3d-2d-2u
27.0/100
StratLab
FTFC
🔥
Aerospace & Defense
Avg RS: 47.9 · 4 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
KRMN
2d-3u-2u
44.0/100
🏆 Leader
StratLab
FTFC
💹
📈
RKLB
1-2d-2u
35.0/100
StratLab
FTFC
💎
📈
VOYG
2d-2d-2u,Shooter
30.0/100
StratLab
FTFC
💎
🛡️
👑
RDW
1-2d-2u
25.0/100
StratLab
FTFC
🛡️
Financial - Capital Markets
Avg RS: 97.3 · 3 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
HOOD
2uR-3d-2u
58.0/100
🏆 Leader
StratLab
FTFC
🔥
🛡️
💹
🚀
👑
CIFR
2u-2u-2u,Shooter
54.0/100
🏆 Leader
StratLab
FTFC
🛡️
💹
🚀
👑
RIOT
2uR-2dG-3u,Shooter
50.0/100
🏆 Leader
StratLab
FTFC
🔥
🛡️
💹
🚀
👑
Hardware, Equipment & Parts
Avg RS: 86.8 · 3 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
VICR
2uR-2uR-1
77.0/100
🏆 Leader
StratLab
Inside
🔥
🛡️
💹
🚀
📈
👑
TTMI
2u-3d-1
66.0/100
🏆 Leader
StratLab
Inside
🛡️
💹
🚀
📈
👑
LPTH
1-2d-2u,Shooter
29.0/100
StratLab
FTFC
💎
👑
Electrical Equipment & Parts
Avg RS: 98.6 · 2 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
BE
2u-2u-1,Shooter
62.0/100
🏆 Leader
StratLab
Inside
FTFC
💹
🚀
📈
FCEL
2uR-2u-2u,Shooter
53.0/100
🏆 Leader
StratLab
FTFC
💹
🚀
👑
Computer Hardware
Avg RS: 96.6 · 2 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
WDC
2u-2uR-2u,Shooter
66.0/100
🏆 Leader
StratLab
FTFC
🛡️
💹
🚀
📈
👑
DELL
2uR-2uR-3u
56.0/100
🏆 Leader
StratLab
FTFC
🛡️
💹
🚀
📈
👑
Industrial Materials
Avg RS: 92.1 · 2 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
CRML
2u-2d-2u
46.0/100
🏆 Leader
StratLab
FTFC
🔥
💹
📈
USAR
2uR-2d-2u
38.0/100
🏆 Leader
StratLab
FTFC
💹
Medical - Healthcare Information Services
Avg RS: 88.7 · 2 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
HTFL
2uR-2d-1
62.0/100
🏆 Leader
StratLab
Inside
FTFC
🔥
🛡️
💹
🚀
📈
👑
TXG
2u-2uR-3u,Shooter
55.0/100
🏆 Leader
StratLab
FTFC
🛡️
💹
🚀
👑
Software - Application
Avg RS: 79.1 · 2 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
PRCH
2u-2u-2u
60.0/100
🏆 Leader
StratLab
FTFC
🔥
🛡️
💹
🚀
👑
NAVN
1-2d-3u
34.0/100
🏆 Leader
StratLab
FTFC
🔥
🛡️
📈
Internet Content & Information
Avg RS: 99.6 · 1 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
NBIS
2u-2u-2u
70.0/100
🏆 Leader
StratLab
FTFC
🔥
🛡️
💹
🚀
📈
👑
Medical - Devices
Avg RS: 98.7 · 1 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
CLPT
1-1-2uR
65.0/100
🏆 Leader
StratLab
🔥
🛡️
💹
🚀
👑
Financial - Credit Services
Avg RS: 98.1 · 1 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
SEZL
2u-2uR-2u,Shooter
70.0/100
🏆 Leader
StratLab
FTFC
🔥
🛡️
💹
🚀
📈
👑
Oil & Gas Equipment & Services
Avg RS: 97.7 · 1 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
SEI
2u-1-2u
70.0/100
🏆 Leader
StratLab
FTFC
🔥
🛡️
💹
🚀
📈
👑
Uranium
Avg RS: 96.2 · 1 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
LEU
2u-2d-1
30.0/100
StratLab
Inside
FTFC
💹
Medical - Equipment & Services
Avg RS: 95.1 · 1 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
HIMS
2u-2u-2u,Shooter
55.0/100
🏆 Leader
StratLab
FTFC
🔥
🛡️
💹
🚀
Industrial - Machinery
Avg RS: 94.7 · 1 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
NNE
2u-3d-2u,Shooter
45.0/100
🏆 Leader
StratLab
FTFC
💹
Renewable Utilities
Avg RS: 90.4 · 1 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
SMR
2u-2d-3u
32.0/100
StratLab
FTFC
🔥
💹
Regulated Electric
Avg RS: 87.1 · 1 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
OKLO
2u-2d-2dG
42.0/100
StratLab
2dG
FTFC
💹
Department Stores
Avg RS: 76.9 · 1 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
KSS
2d-2d-2dG,Shooter
46.0/100
🏆 Leader
StratLab
2dG
FTFC
🛡️
Software - Infrastructure
Avg RS: 74.0 · 1 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
DOCN
2u-2uR-3u
40.0/100
🏆 Leader
StratLab
FTFC
🔥
🛡️
👑
Medical - Healthcare Plans
Avg RS: 69.9 · 1 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
OSCR
3u-2uR-1,Shooter
40.0/100
🏆 Leader
Inside
🔥
🛡️
📈
👑
Agricultural Farm Products
Avg RS: 67.0 · 1 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
VITL
2d-2dG-2u
31.0/100
🏆 Leader
StratLab
FTFC
🔥
Medical - Diagnostics & Research
Avg RS: 57.0 · 1 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
GRAL
2uR-2d-2u
31.0/100
StratLab
FTFC
🔥
📈
Industrial - Pollution & Treatment Controls
Avg RS: 54.9 · 1 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
CECO
2d-2d-2dG
40.0/100
🏆 Leader
StratLab
2dG
FTFC
🔥
🛡️
👑
Asset Management
Avg RS: 0.6 · 1 Tickers
TICKER
STRAT
SCORE
SCAN CONVERGENCE
SIGNALS
DXYZ
2dG-3u-2u
25.0/100
StratLab
FTFC
🔥
📈
🧩 Signal Legend
💎 Focus Setup
🔥 HV Signature
🛡️ Structural Reclaim
💹 RS Elite (>90)
🚀 Industry Leader
📈 Growth Accel
👑 Stage 2 Trend
© 2026 SWINGTHESTRAT
You are receiving this because you subscribed to The Swing Radar Daily newsletter.
Disclaimer: SwingTheStrat is an educational platform. Trading involves significant risk. All trade ideas are for informational purposes only. We do not provide financial advice and the company claims no responsibility for any trading losses incurred.
Pangbourne Close, Warrington WA4 5HJ, UK
Unsubscribe from this list
Disclaimer: SwingTheStrat is an educational platform. Trading involves significant risk. All trade ideas are for informational purposes only. We do not provide financial advice and the company claims no responsibility for any trading losses incurred.
Pangbourne Close, Warrington WA4 5HJ, UK
Unsubscribe from this list
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.
Can I trade against FTFC?
You can, but the probability of success drops significantly. Full Timeframe Continuity is your wind at your back.
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.