Sunday Night View Week of May 4, 2026
Market Regime
SPY
$720.65
Score 80 · RSI 71.5
QQQ
$674.15
Score 85 · RSI 74.9
SOXX
$465.75
Score 85 · RSI 75.9
Breadth
78 / 100
Bullish names ≥ 65
Breakouts
68
Names with score ≥ 80
Turbulence
⚠ Warning 1
First signal · be ready
⚡
Watchpoint hit: ENTG

The Q1 2026 print on April 30 produced "cautious Q2 guidance + inventory bloat" — exactly the named watchpoint flagged in the May 3 Chemical Layer report. Stock declined 4.3% on May 4 as the trigger failed to confirm. Score remains 100 but technical entry deferred.

Review →
This Week's Required Reading Estimated total: 75 minutes
Thematic Research
The Chemical Layer of AI
12 pages · 30 minNEW
Portfolio Dashboard
Weekly Technical Scoring (100 names)
Excel · 20 minNEW
Risk Note
Turbulence Model First Warning
1 page · 5 minNEW
Methodology
Trend Score v2.0 Update
Word doc · 20 minNEW
Theme Strength All AI themes scoring ≥69 — broad participation
Semicon Arch
83
Whole Rack
83
Optical / IC
82
Chem & Mat
76
Energy / Infra
69
Macro Sat
53
Your Watchlist · Chemicals & Materials 17 names · sorted by score
Ticker Score Δ Wk Action Earnings
ENTG
Entegris
100—⚠ WatchpointReported 4/30
MKSI
MKS Instruments
100+5Buy > Fri highMay 6
2802.T
Ajinomoto
95+5Buy > Fri highMay 7
4063.T
Shin-Etsu Chemical
95—HoldJul 23
4186.T
TOK
95+10Buy > Fri highMay 11
ROG
Rogers Corp
95—HoldJul 30
CBT
Cabot Corp
90+15Buy > Fri highMay 5
CE
Celanese
90+10Buy > Fri highMay 5
MRN.PA
Mersen
90−5Don't chaseJul 30
AKE.PA
Arkema
85+10Buy > Fri highMay 6
CC
Chemours
85—Don't chaseMay 5
ESI
Element Solutions
85—HoldJul 29
4203.T
Sumitomo Bakelite
80+5Buy > Fri highMay 11
Q
Qnity Electronics
65—HoldMay 12
MRK.DE
Merck KGaA
25−15AvoidMay 13
VCT.L
Victrex
10—AvoidMay 11
HEN3.DE
Henkel
0−25AvoidAug 6
Names at Risk Score < 25
  • HEN3.DE Henkel0
  • ACM AECOM5
  • VCT.L Victrex10
  • VST Vistra10
  • BDC Belden15
  • FLNC Fluence15
  • BIPC Brookfield Infra15
  • MRK.DE Merck KGaA25
This Week's Catalysts Earnings within 7 days
Tue · May 5
CC CE CBT
Wed · May 6
MKSI AKE.PA ARM IFX.DE
Thu · May 7
2802.T
Mon · May 11
4203.T 4186.T VCT.L
Tue · May 12
Q AIP
Wed · May 13
MRK.DE SIE.DE
Top Long Setups · Score 100 10 names with maximum technical confirmation
Ticker Theme Score Action
ENTGChemicals & Materials100⚠ Watchpoint
MKSIChemicals & Materials100Buy > Fri high
LSCCSemicon Architecture100Buy > Fri high
AMKRSemicon Architecture100Hold
AAOIOptical & Interconnects100Hold
MODEnergy & Infrastructure100Buy > Fri high
ETNEnergy & Infrastructure100Buy > Fri high
ANETWhole Rack100Hold
SU.PAWhole Rack100Buy > Fri high

Concept by Chris Cochran · Single-page weekly view · Built using your live May 1, 2026 dashboard data

Compare to the current production experience: 5 clicks deep, 4 separate downloads, 12 manual hops to assemble this view. This page replaces all of that.

Built with Claude as dev partner. Total time: ~30 minutes. Your capex is my opportunity.