Regarding Semi ● Account Sign out Sign in Sign up
$ Weekly Semi Engine June 29 – July 3, 2026

New edition every Monday · 7:00 AM ET

Semis fall 3.2% in a correction / de-risking week

SMH -3.2% with 33% breadth — correction / de-risking; long-term trend intact (92% above the 200-day).

Semi Fear & Greed 34.6 · Fear Regime correction / de-risking Universe 181 names
Semi Fear & Greed FREE
Semi Fear & Greed
Index gauge

Marker on the arc = this week · faint tick = prior week (25.0)

History

  swipe for the history

// methodology How the Semi Fear & Greed Index is calculated

A single 0–100 read of market mood from the signals below — lower is fearful, higher is greedy. It's a trailing 20-session gauge refreshed after each close, so it shifts gradually rather than with a single day's tape.

price momentum 14.8 w0.15

How far recent price sits above or below its own trailing trend.

breadth 24.1 w0.15

Share of the universe advancing versus declining.

technical momentum 9.3 w0.10

A contributing market signal scored on the same 0–100 scale.

volume conviction 59.3 w0.07

A contributing market signal scored on the same 0–100 scale.

relative strength 1.9 w0.07

Strength of the move relative to a benchmark.

valuation risk 47.5 w0.10

Where current multiples sit against their own recent range.

attention and tone 63.8 w0.07

Level and tilt of expert attention and news tone.

macro risk 9.3 w0.10

A contributing market signal scored on the same 0–100 scale.

revision breadth 69.8 w0.10

Share of analyst estimate revisions moving up versus down across the universe.

credit stress 76.9 w0.07

Stress in corporate credit — spreads and risk appetite beyond equities.

Methodology fg-v2
Semi Subsector Rotation FREE

Week of June 29 – July 3, 2026 — Mon–Fri return by subsector vs the prior week's close.

Tap a subsector for the companies inside
§ Watchlist · Open Loops PRO

The setups the engine tracks into this week, each with its confirmation and invalidation levels.

§ What Changed Last Week PRO

Week-over-week deltas on every core signal — sentiment, breadth, dispersion, uncertainty, regime.

§ Signal Stack & 14 Chart Datasets PRO

Price, volume, breadth, valuation, revisions, peer rotation, news tone, macro calendar.

§ Scorecard & Track Record PRO

Every past call graded against what actually happened — hits and misses, shown plainly.

Unlock the full Engine

One structured market-state read per week — regime, setup, open loops, and a graded track record — generated Friday after the close, on your screen Monday morning. Market intelligence, not trading instructions.

Subscribe — Pro $49.99/mo → See pricing
Browse the free archive → Already Pro? Sign in
The Weekly Semi Engine

The week in semiconductors, in your inbox. Free.

Every Saturday: the tape, the rotation, the prints that mattered, and what the desk is watching next week. No noise.

Get it every Saturday →
↑↓ navigate↵ openesc close