Author · brief 2026-07-03

@TMLTrader TMLTrader

Disciplined O'Neil-style swing trader publishing quantified semis/optical leadership setups and breadth reviews

Posts recurring, numbered technical setups (high-tight flags

trader score
+3.82
hit rate
80%
mean α
+2.02%
signals 14d
41

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-07-03.

Their picks, scored

Across their last 20 scored bets: 80% hit rate, +2.02% mean alpha, trader score +3.82. Their last-14d mentions, direction-adjusted, have moved -8.3% since posting (mean over 40 mentions with price data).

Bullish technical screen favors flags, pivots, and rotation

TMLTrader is focused on constructive technical setups rather than explicit trade calls, with emphasis on high tight flags, 21-day EMA support, breakouts, and sector rotation. The distinctive read is broad bullish market structure: value/defensive rotation alongside select software, cyber, hardware, infrastructure, and healthcare setups. No explicit position disclosure, add, trim, exit, or late-week flip appears in the supplied signals.

Themes3analyst read · 2026-07-03
Value and defensive sector rotation
bullNEW6 signals
High tight flag technology setups
bullintensifying13 signals
Breakout and base-building non-megacap setups
bullNEW5 signals
⚠ 40% of theme signals are MTZ — flag pump risk
Direction this week

The author’s supplied window is uniformly constructive but consists of technical screens and narrative rotation, not explicit directional calls or disclosed trades. There is no evidence of intensifying, fading, or flipping because all signals cluster on 2026-06-28 and no add, trim, exit, or position language appears. Concentration sits in high tight flag setups across DELL, MTSI, SNOW, CRWD, and FTNT, with broader bullish rotation noted across value and defensive ETFs.

Best hypotheses5their highest-scoring claims in our index
SNOW has broken out of a constructive technical base and can continue toward $260 to $285+ near term.
bullHIGH17 co-supporters
DELL is forming a high-tight flag near key EMAs, with breakout triggers around $435-$445 and upside toward $500+.
bullHIGH12 co-supporters
LLY's cup-and-handle breakout to all-time highs keeps technical upside open toward 1240-1415 if key pivots hold.
bullHIGH10 co-supporters
FTNT breakout from tight bases, highs, EMA support and heavy volume signals near-term continuation upside.
bullHIGH13 co-supporters
SMTC is building a constructive base and can break out above roughly 172-175 if key support levels hold.
bullHIGH5 co-supporters
Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-06-28LLY@TMLTrader+0.45LLY reclaimed pivot and high handle on heavy volume with RS line at new high.+0.5%
2026-06-28FTNT@TMLTrader+0.45FTNT broke out of high tight flag on heavy volume with pivot and pattern stats.+3.2%
2026-06-28CRWD@TMLTrader+0.35CRWD finding support at 21-day EMA while forming high tight flag.-72.3%
2026-06-28MTZ@TMLTrader+0.35MTZ regained key moving averages and is consolidating in possible cup base.-5.8%
2026-06-28SNOW@TMLTrader+0.45SNOW bounced off 21-day EMA on heavy volume and formed high tight flag.+4.5%
2026-06-28MTSI@TMLTrader+0.20MTSI closed just below 21-day EMA; high tight flag remains intact.-12.7%
2026-06-28DELL@TMLTrader+0.20DELL testing 21-day EMA and consolidating in high tight flag with pivot stats.-1.3%
2026-06-28FTNT@TMLTrader+0.20Watch list of setups for 6/28; no explicit entry intent.+3.2%
2026-06-28MTSI@TMLTrader+0.20Watch list of setups for 6/28; no explicit entry intent.-12.7%
2026-06-28CRWD@TMLTrader+0.20Watch list of setups for 6/28; no explicit entry intent.-72.3%
2026-06-28SNOW@TMLTrader+0.20Watch list of setups for 6/28; no explicit entry intent.+4.5%
2026-06-28DELL@TMLTrader+0.20Watch list of setups for 6/28; no explicit entry intent.-1.3%
2026-06-28MTZ@TMLTrader+0.20Watch list of setups for 6/28; no explicit entry intent.-5.8%
2026-06-28XLI@TMLTrader+0.35Weekend review cites rotation from high growth into value sectors and healthcare strength.+1.5%
2026-06-28ITB@TMLTrader+0.35Weekend review cites rotation from high growth into value sectors and healthcare strength.-1.9%

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.