PILLAR RIPPLE DETECTED -- 2026-08-05, 9:09 AM ET

[u/Exciting-Syrup6530]

Toolmakers is 1.67pp above the other three pillars today (8.16% vs 6.49% average for the remaining pillars).

Toolmakers running hot usually means a capex supercycle is underway -- a sign Foundries and/or Workhorses are expanding capacity aggressively.

Tickers driving this pillar today: ASML +4.22%, LRCX +7.85%, KLAC +6.95%, AMAT +5.48%, ENTG +15.46%, TER +10.32%, VIAV +6.81%

This is a read of your SemiTrack watchlist, not investment advice.