SanminaShort · ~2 weeksas of 2026-10-09Neutral
Structural set the tone, but the swarm won’t commit — a negative tilt with weak agreement, so the call is Neutral.
Coverage
3/7
Agreement
0.40
.17
Conviction
How the swarm reasoned
✓Question›✓Coverage›3Driver›4Consensus›5Gate›6Verdict
🧭
Structural Driver
Industry Index 8.3 (falling -8.7 over window) — structural headwind.
−0.476
Industry Index falling -8.7 [no link]−0.35155%
Industry Index level 8.3 [no link]−0.12520%
2 item(s) · sums to -0.476
📉
Price momentum Bullish
Technical uptrend across short+medium horizon(s) — vote 0.24, confidence 0.14 from 11 indicator sub-signal(s).
+0.077
▸Moving-average trend (medium) [no link]+0.0579%
Moving-average trend (short) [no link]+0.0183%
Momentum (short) [no link]+0.0102%
OBV (short) [no link]+0.0081%
MACD histogram (medium) [no link]−0.0051%
Momentum (medium) [no link]−0.0051%
ADX / DMI (medium) [no link]−0.0041%
MACD histogram (short) [no link]−0.0041%
Bollinger %B (short) [no link]+0.0020%
Stochastic (short) [no link]−0.0020%
RSI trend (short) [no link]+0.0010%
ADX 12 (trend strength 0.29) [no link]0.0000%
Bollinger %B 0.57 (extreme 0.00) [no link]0.0000%
RSI 53 (overextension penalty 0.00) [no link]0.0000%
14 item(s) · sums to +0.077
⚖️
Options positioning Bullish
Delayed per-contract options — call premium 71% / put 29% (net skew 0.41), unusualness 24/100. Context: Consumer Price Index in 5 days.
+0.042
▸1 item(s) · sums to +0.042
📰
News Abstained
no recent news
—
📈
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 0.40.
The gate · score → conviction → verdict
Raw score
−0.357
×
Agree·cover·strength
0.40
→
Conviction
0.17
A clear neutral score; conviction 0.17 reflects how strongly the agents agree. Conviction is confidence, not a probability of the move.
as of 2026-10-09 · config sig-v4-2026-07-26