| ADI | INST-CLUSTER | mixed | 6/10 | Three major institutions, including sovereign wealth fund Norges Bank and passive giant BofA, significantly increased po | Feb 28, 2026 |
| INTC | INST-CLUSTER | mixed | 6/10 | In Q4 2025, a mixed institutional cluster emerged in Intel (INTC) with four major institutions adding $3.04B in net new | Feb 28, 2026 |
| AMD | INST-CLUSTER | mixed | 6/10 | Three major institutions, Norges Bank, Fidelity, and RenTech, collectively added $6.76B in new or increased positions in | Feb 28, 2026 |
| NVTS | INST-CLUSTER | bullish | 6/10 | Three major institutional investors, Morgan Stanley, Wells Fargo, and UBS, increased their positions in Navitas Semicond | Feb 28, 2026 |
| ENPH | INST-CLUSTER | bullish | 7/10 | Three major passive institutional investors, Morgan Stanley, Wells Fargo, and UBS, increased their positions in Enphase | Feb 28, 2026 |
| DQ | INST-CLUSTER | bullish | 6/10 | Three major passive institutional investors, Morgan Stanley, Wells Fargo, and UBS, significantly increased their positio | Feb 28, 2026 |
| SEDG | INST-CLUSTER | bullish | 6/10 | Three major passive institutions, Morgan Stanley, Schwab, and UBS, significantly increased their positions in SolarEdge | Feb 28, 2026 |
| SMCI | INST-CLUSTER | bullish | 7/10 | Three major passive institutional investors, Morgan Stanley, Wells Fargo, and Schwab, established new positions in Super | Feb 28, 2026 |
| ICHR | CLUSTER | bearish | 7/10 | Multiple insiders at Ichor Holdings sold shares in the past week, including CEO Philip Barros and COO Bruce Ragsdale, wi | Feb 27, 2026 |
| AMAT | CLUSTER | bearish | 6/10 | Three insiders at Applied Materials sold shares in the past seven days, including two open-market sales by Judy Bruner t | Feb 27, 2026 |
| MTSI | CLUSTER | bearish | 7/10 | Two insiders at MACOM Technology Solutions sold shares in the past week, with Susan Ocampo selling a total of 94,521 sha | Feb 27, 2026 |
| PENG | CLUSTER | neutral | 4/10 | Two senior executives at Penguin Solutions sold shares in the past week, with total open-market sales amounting to $284, | Feb 27, 2026 |
| LSCC | CLUSTER | neutral | 3/10 | Two Lattice Semiconductor executives conducted open-market share sales totaling approximately $1.3 million within the pa | Feb 27, 2026 |
| UCTT | 8-K | neutral | 4/10 | Analysis based on filing metadata only, document content was unavailable. The 8-K reports entry into a material agreemen | Feb 27, 2026 |
| DIOD | CLUSTER | bearish | 6/10 | Three corporate insiders at Diodes Inc. sold shares in the past week, including CEO Yu Gary and SVP Emily Yang, with tot | Feb 26, 2026 |
| DIOD | CLUSTER | neutral | 4/10 | Two insiders at Diodes Inc. sold shares in the past week, including CEO Yu Gary who sold 2,000 shares for $140,000, and | Feb 26, 2026 |
| LSCC | CLUSTER | neutral | 3/10 | Two Lattice Semiconductor insiders sold shares in the past week, including C-suite executive Tracy Feanny and director D | Feb 26, 2026 |
| ICHR | CLUSTER | bearish | 7/10 | Multiple insiders at Ichor Holdings (ICHR) sold shares in the past week, including CFO Greg Swyt and COO Bruce Ragsdale, | Feb 26, 2026 |
| Q | 8-K | bullish | 8/10 | Qnity Electronics reported strong full-year 2025 results with $4.75 billion in revenue (up 10% YoY) and $729 million in | Feb 26, 2026 |
| ICHR | CLUSTER | bearish | 7/10 | Multiple insiders at Ichor Holdings sold shares in the past week, including significant open-market sales by the COO (21 | Feb 26, 2026 |
| NVDA | 8-K | bullish | 9/10 | NVIDIA reported record Q4 revenue of $68.1 billion, up 73% YoY, driven by explosive Data Center growth. The company rais | Feb 25, 2026 |
| UCTT | 8-K | neutral | 5/10 | Ultra Clean Holdings announced a proposed $400 million private offering of Convertible Senior Notes due 2031, with an op | Feb 25, 2026 |
| IPGP | 8-K | neutral | 4/10 | IPG Photonics announced that a German court ruled its adjustable mode beam (AMB) lasers infringed a patent held by Trump | Feb 25, 2026 |
| PLAB | 8-K | bearish | 6/10 | Photronics reported strong first quarter fiscal 2026 results with record high-end IC revenue, achieving $225.1 million i | Feb 25, 2026 |
| SSM | 8-K | neutral | 3/10 | Sono Group N.V. issued a $750,000 convertible debenture to YA II PN, Ltd. with a 12% interest rate and a maturity date o | Feb 24, 2026 |
| IPGP | CLUSTER | bearish | 6/10 | A cluster of insider selling has occurred at IPGP over the past week, with four transactions totaling approximately $662 | Feb 24, 2026 |
| TYGO | 8-K | bullish | 8/10 | Tigo Energy reported strong Q4 and full-year 2025 results with revenue up 73.8% YoY in Q4 and 91.7% for the full year. T | Feb 24, 2026 |
| NVTS | 8-K | bearish | 7/10 | Navitas Semiconductor reported a significant decline in Q4 2025 revenue to $7.3 million, down 27% QoQ and 59% YoY, with | Feb 24, 2026 |
| FSLR | 8-K | bullish | 7/10 | First Solar reported strong 2025 financial results with $5.2 billion in net sales and $14.21 diluted EPS, representing s | Feb 24, 2026 |