Ticker brief
ASX ASE TECHNOLOGY HOLDING -ADR
Technology · Semiconductors
last close
$37.78
1 day
-2.9%
14 days
-4.5%
mkt cap
$91.9B
signals 14d
32
authors 14d
21
crowd 14d
-0.6σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 53% mid · 26 pctile own 1y | IV/HV 0.75× |
| Skew — 25Δ RR 30d | +0.001 53 pctile own 1y | balanced vs own range |
| Net dealer OI (NDOI) | +0.15 elevated | 5-session Δ +0.04 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2026-06-23 (z=2.4) |
Sentiment — last 14 days
daily mean sentiment, 2026-08-16 → 2026-08-28 · now +0.40 (−1 bearish … +1 bullish)
Who spoke21
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @Biotech2k1 | A | +1.02 | 6 | +0.01 |
| @dnystedt | B | -1.58 | 3 | +0.35 |
| @OrderflowES | C | +1.78 | 3 | +0.70 |
| @Unclestocknotes | B | -1.97 | 2 | +0.50 |
| @SandmanMarkets | C | -2.91 | 2 | +0.40 |
| @InvestmentGuru_ | C | +0.12 | 1 | +0.30 |
| @SteveDJacobs | C | -1.22 | 1 | +0.15 |
| @HyperSharkk | B | -1.36 | 1 | +0.50 |
| @TaPlot | C | +1.80 | 1 | -0.20 |
| @paurooteri | B | -0.29 | 1 | +0.50 |
| @semivision_tw | A | -1.54 | 1 | +0.00 |
| @TradexWhisperer | B | -2.29 | 1 | +0.45 |
| @Stockspy1 | C | -0.56 | 1 | +0.51 |
| @BSCNews | C | -0.26 | 1 | +0.50 |
| @StockSavvyShay | B | -2.15 | 1 | +0.30 |
| @aflat0n | C | -1.49 | 1 | +0.30 |
| @PhotonCap | A | -2.28 | 1 | +0.30 |
| @itsmichaelluu | C | -1.92 | 1 | +0.50 |
| @Trader_Jesse_ | B | -1.47 | 1 | +0.30 |
| @semicon_eng1 | A | -1.38 | 1 | +0.30 |
| @fundmyfund | B | -1.58 | 1 | +0.50 |
Recent signals30of 32 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-28 | @fundmyfund | +0.50 | Says ASX held up exceptionally well during broader technology weakness. | — | tweet ↗ |
| 2026-08-28 | @SandmanMarkets | +0.80 | Enter at the open, add at $36.60, and stop below $34.03. — Concrete forward entry and stop supported by a bullish technical breakout. | — | tweet ↗ |
| 2026-08-28 | @SandmanMarkets | +0.00 | Daily watchlist points to setup details in a thread but gives no standalone entry intent. | — | tweet ↗ |
| 2026-08-28 | @semicon_eng1 | +0.30 | Describes ASX as a relatively stable semiconductor name gaining attention in packaging. | — | tweet ↗ |
| 2026-08-27 | @Trader_Jesse_ | +0.30 | JPMorgan maps Marvell guidance implications across Asian AI-networking suppliers. | -2.9% | tweet ↗ |
| 2026-08-27 | @itsmichaelluu | +0.50 | Watch MU or DRAM for an October call swing after they settle. — Proposes a future call swing and lists bullish AI-supplier targets and supporting metrics. | -2.9% | tweet ↗ |
| 2026-08-27 | @OrderflowES | +0.70 | Recaps large completed gains in three prior stock calls. | -2.9% | tweet ↗ |
| 2026-08-27 | @OrderflowES | +0.80 | Reviews prior calls and completed gains across ASX, NVDA and CRWD. | -2.9% | tweet ↗ |
| 2026-08-27 | @OrderflowES | +0.60 | Celebrates completed daily gains across three long holdings. | -2.9% | tweet ↗ |
| 2026-08-26 | @PhotonCap | +0.30 | Maps Nvidia Spectrum-X photonics exposure across its supply chain. | +1.4% | tweet ↗ |
| 2026-08-26 | @aflat0n | +0.30 | Presents a basket of suppliers exposed to NVDA's AI manufacturing and memory spending. | +1.4% | tweet ↗ |
| 2026-08-26 | @StockSavvyShay | +0.30 | Maps Nvidia AI spending across foundry, HBM, testing, packaging and assembly beneficiaries. | +1.4% | tweet ↗ |
| 2026-08-25 | @Unclestocknotes | +0.50 | Supply-chain thesis favors HBM and packaging firms while questioning high TPU-volume assumptions. | +1.9% | tweet ↗ |
| 2026-08-25 | @Unclestocknotes | +0.50 | Argues TPU growth is supply-constrained and benefits advanced packaging and HBM suppliers. | +1.9% | tweet ↗ |
| 2026-08-25 | @BSCNews | +0.50 | Promotes live tokenized US real-estate mints with monthly rental yield. | +1.9% | tweet ↗ |
| 2026-08-20 | @dnystedt | +0.40 | Taiwan export orders surged 61.9% to a record, led by AI, cloud and electronics demand. | +3.5% | tweet ↗ |
| 2026-08-20 | @Biotech2k1 | -0.65 | Discloses completed exits from two weak holdings and plans further portfolio reduction. | +3.5% | tweet ↗ |
| 2026-08-20 | @Biotech2k1 | -0.70 | Explicitly states the ASX position was sold after failing due diligence. | +3.5% | tweet ↗ |
| 2026-08-20 | @Stockspy1 | +0.51 | Calls the chart a short setup and expects a decade-long failure to regain its high. | +3.5% | tweet ↗ |
| 2026-08-19 | @Biotech2k1 | +0.30 | Discloses selection of four Asia-tech holdings after ranking six candidates through a framework | +5.9% | tweet ↗ |
| 2026-08-18 | @TradexWhisperer | +0.45 | Explains CoWoS constraints, packaging spillover and yield progress benefiting TSMC, ASE and Intel operations. | +3.8% | tweet ↗ |
| 2026-08-18 | @semivision_tw | +0.00 | Announces a SEMICON Taiwan discussion featuring major Taiwanese semiconductor firms. | +3.8% | tweet ↗ |
| 2026-08-18 | @dnystedt | +0.25 | Rumor says Intel Malaysia took TSMC packaging work while bottleneck relief may aid suppliers. | +3.8% | tweet ↗ |
| 2026-08-18 | @paurooteri | +0.50 | ASE is identified as the leading outsourcing beneficiary for TSMC's CoWoS backend work. | +3.8% | tweet ↗ |
| 2026-08-18 | @TaPlot | -0.20 | Author reports frustrating stops in previously open positions. | +3.8% | tweet ↗ |
| 2026-08-18 | @HyperSharkk | +0.50 | Frames advanced packaging as an AI-chip bottleneck and names three stocks to monitor. | +3.8% | tweet ↗ |
| 2026-08-18 | @SteveDJacobs | +0.15 | Tuesday watchlist seeks continuation of strength but states new trades require a non-bearish market. | +3.8% | tweet ↗ |
| 2026-08-18 | @Biotech2k1 | +0.20 | Author discloses holdings in six named semiconductor and infrastructure stocks. | +3.8% | tweet ↗ |
| 2026-08-17 | @dnystedt | +0.40 | NVDA's Spectrum-X CPO switches entered mass production with named manufacturing and deployment partners. | -5.3% | tweet ↗ |
| 2026-08-17 | @InvestmentGuru_ | +0.30 | Nvidia's Spectrum-X photonics switches entered full production, benefiting its CPO supply chain. | -5.3% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.