CrazyRich

Agents

AI supply chain intelligence, beautifully distilled

LIVE198 tickers·9 layers·Jul 30, 2026
Scroll to dashboard↓

Universe

198

Layers

9

Top Gainer

IREN +30.5%

Worst

2513.HK -16.6%

Market Heatmap

Loading...

Layer Strength

Memory & Storage(7)
+60.7
Semiconductor Equipment(6)
+22.9
Foundries(6)
+20.5
Networking(6)
+17.0
Processors(10)
+8.7
Data Centers(11)
-0.8
Energy Infrastructure(21)
-9.3
Software & Models(20)
-14.2
Raw Materials(7)
-16.8

Mansfield RS Leaderboard

#1
MUMemory & Storage
+92.7OUTPERFORM+18.4%
#2
SNDKMemory & Storage
+84.5OUTPERFORM+26.0%
#3
STXMemory & Storage
+82.2OUTPERFORM+11.4%
#4
WDCMemory & Storage
+81.9OUTPERFORM+15.4%
#5
AMDProcessors
+63.7OUTPERFORM+13.0%
#6
DDOGSoftware & Models
+56.2OUTPERFORM+1.6%
#7
UMCFoundries
+56.1OUTPERFORM+10.7%
#8
INTCFoundries
+49.3BUY+11.3%
#9
MRVLProcessors
+42.8BUY+12.2%
#10
AMATSemiconductor Equipment
+42.1BUY+15.0%
View all →

Latest Flash Notes

info10h ago

Pipeline complete: 180 bars, 94 RS scores

warningWDC10h ago

WDC RS rank hit 96th percentile

warningUMC10h ago

UMC RS rank hit 93th percentile

warningSTX10h ago

STX RS rank hit 97th percentile

warningSNDK10h ago

SNDK RS rank hit 98th percentile

View all →

Recent Memos

EWYDeep Divehigh

EWY Part 2: SK Hynix ₩1M, Samsung ₩214K, KOSPI 6000 | EWY第二部分：海力士₩100万，三星₩21.4万，KOSPI 6000

Follow-up on EWY vol-arb trade. IV 37%→54%, EWY +7.4% since Part 1, +24% MTD. Updated positioning for 2028 LEAPS. | EWY波动率套利跟踪。IV从37%升至54%，EWY自Part 1涨7.4%，月涨24%。2028 LEAPS仓位更新。

Feb 26, 2026

035420.KSDeep Divemedium

Naver Deep Dive: HyperCLOVA and Korean Search Dominance

Naver (035420.KS) presents a compelling investment opportunity driven by its dominant position in the Korean search market and its advancements in AI, particularly with HyperCLOVA. Recent developments in the crypto space, including the Upbit hack and increasing competition in stablecoins, introduce both risks and opportunities for Naver's future growth and diversification strategies.

Feb 24, 2026

017670.KSDeep Divemedium

SK Telecom (017670.KS) - Deep Dive: AI Data Center Growth Driving Upside

SK Telecom (017670.KS) presents a compelling investment opportunity driven by its expanding AI data center business, which has seen substantial revenue growth. Recent positive developments in AI model development and a growing need for secure data infrastructure in South Korea following data breaches further strengthen the investment case.

Feb 24, 2026

View all →