Lam ResearchShort · ~2 weeksas of 2026-10-05Bullish
News led a bullish call; the other agents split, so conviction reflects the disagreement.
Coverage
4/7
Agreement
0.48
.30
Conviction
How the swarm reasoned
✓Question›✓Coverage›3Driver›4Consensus›5Gate›6Verdict
📰
News Bullish
Recent sentiment 0.40 vs 120d baseline 0.00 across 1 story.
+0.159
▸US-based Lam Research to invest Rs 10,000 crore for silicon component manufacturing facility in India [src]+0.15930%
1 item(s) · sums to +0.159
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Price momentum Driver
Technical uptrend across short+medium horizon(s) — vote 0.76, confidence 0.38 from 11 indicator sub-signal(s).
+0.250
Moving-average trend (medium) [no link]+0.05811%
MACD histogram (medium) [no link]+0.0397%
Momentum (short) [no link]+0.0336%
MACD histogram (short) [no link]+0.0316%
Moving-average trend (short) [no link]+0.0255%
Stochastic (short) [no link]+0.0143%
Bollinger %B (short) [no link]+0.0133%
ADX / DMI (medium) [no link]+0.0112%
Momentum (medium) [no link]+0.0092%
OBV (short) [no link]+0.0082%
RSI trend (short) [no link]+0.0082%
ADX 17 (trend strength 0.43) [no link]0.0000%
Bollinger %B 0.91 (extreme 0.00) [no link]0.0000%
RSI 67 (overextension penalty 0.00) [no link]0.0000%
14 item(s) · sums to +0.250
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Structural Bearish
Industry Index 17.4 (falling -3.6 over window) — structural headwind.
−0.097
▸Industry Index falling -3.6 [no link]−0.06011%
Industry Index level 17.4 [no link]−0.0377%
2 item(s) · sums to -0.097
⚖️
Options positioning Bullish
Delayed per-contract options — call premium 76% / put 24% (net skew 0.52), unusualness 31/100. No known catalyst (unexplained — not proof of informed trading).
+0.026
▸1 item(s) · sums to +0.026
📈
Growth Abstained
Fundamentals inform the ~3-month call, not a 2-week move.
—
🏦
Smart money Abstained
13F filings move too slowly for a 2-week call.
—
🏰
Moat Abstained
The moat prior is a ~6-month structural view, not a 2-week move.
—
Consensus · did they agree?
Most voters leaned one way; structural dissented. Directional agreement 0.48.
The gate · score → conviction → verdict
Raw score
+0.338
×
Agree·cover·strength
0.48
→
Conviction
0.30
A clear bullish score; conviction 0.30 reflects how strongly the agents agree. Conviction is confidence, not a probability of the move.
as of 2026-10-05 · config sig-v4-2026-07-26