ASX Advanced Semiconductor Engineering Inc.

$ASX I'm going to pass on this trade. The Industry Headwind Risk Market Friction: Roughly 75%–80% of an individual stock's directional movement is driven by general market conditions and its broader industry group. Sector Divergence: While ASX itself shows strong individual momentum (SCTR 97.2, trading above its 10-EMA at $47.62), buying a stock while its overarching industry index is actively pulling back increases the risk of a false breakout or quick reversal.

$ASX a $97B market cap tech stock with less than 5k followers. Perfect base breakout. Big bottleneck in semi packaging. Still actionable in the blue box.

$ASX The leader in packaging space. Clean breakout with volume pouring in since August. I would consider buy on pullback to 40-41 if it happens.

$ASX rallied and once again has two green bricks. Warning:The Semiconductor Industry is still trending lower. ASX: GO (2nd Green Brick Confirmed) Setup Trigger (195-Min) 2nd Green Brick: Printed at $47.12 after a 2-red pullback; holds above PSAR ($45.70) and 20-EMA ($45.16). Momentum & Extension: StochRSI turning up from 0.381; price is ~4.3% above the 20-EMA. Weekly Support Structure: SCTR at an elite 97.2 with RSI at 71.00. Price is well above rising 10-EMA ($43.01) and 20-EMA ($39.63). The Takeaway: Meets all criteria for a high-probability long entry ahead of October 29 earnings. Execution Checklist Entry: ~$47.12–$47.60 Hard Stop Loss: $45.60 Invalidation: Exit if 195-min red brick closes below $45.70.

$ASX down -2.76% pre-market. Passing on ASX was the right decision. The majority of the time if a stock's Industry is not trending higher you are better off not buying the stock.

$ASX This stock has held up well over the downswing the last few days while many have faltered. Triple digits coming next year. This company is making money hand over fist.

$ASX ASE Technology hit a record high Friday, up nearly 195% on the year. The Taiwan packaging house has now posted four straight quarters of accelerating earnings growth. The numbers, per IBD/FactSet: Q2 EPS up 155% on revenue up 16% to $5.88B. The current quarter is forecast at +100% EPS growth on +31% sales to $7.21B. One level down: ASE is the world's largest outsourced assembly-and-test house, and chip packaging is where the AI bottleneck has been moving. Cramming the chips together and testing them is increasingly as scarce as the silicon itself. Packaging was 52% of Q2 sales, with AMD, Broadcom and Nvidia among its AI customers. The shortage is monetizing at the OSAT layer, not just at TSMC.

$ASX ASE's Q3 revenue print landed Monday: 7.64 billion dollars, up 34.9% YoY in dollar terms and ahead of the 7.21 billion the street was modeling for the quarter. The packaging and testing segment did the heavy lifting. ATM revenue was up 51% YoY and is now about 62% of the total, up from roughly 59.5% a year ago. Stock closed up 2.4% Monday while the semi index fell 2.7%. Full earnings are Oct. 29, that's where margins have to confirm the revenue.

$ASX second consecutive weekly close above prior local highs, I would like this to pull back a little more towards the highlighted gap to produce a better r/r profile, could also rip but needs volume confirmation. Watching close into tomorrow.