Ideas to borrow.

Semi leadership is narrowing but the fired-signal count is quietly rising across the mid-cap fabless group. Here are the five chip names carrying the most signals into next week.

Four names on the list report between Tuesday and Thursday. Each one carries at least two fired signals heading into the print — here’s how we’re thinking about position sizing around the events.

For the first time this cycle, the exchange operators and the corporate-treasury names are firing signals in the same week. That’s a tape signal in itself — here are the five we’re watching.

AMAT and LRCX both fired A + G last week. Historically the fabless group follows the equipment names on a 3–5 week lag. Here are the three fabless setups shaping up in that window.

Six retailers report next week and three already carry a bullish signal into the event. Post-print continuation is where the risk/reward lives — here’s our framework for reading the reaction.

Bitcoin is chopping but the pure-play miners have quietly firmed. Two carry three fired signals into this week. The others are still range-bound — here’s how we’re reading the split.