SemtechShort · ~2 weeksas of 2026-10-13Neutral
News set the tone, but the swarm won’t commit — a positive tilt with weak agreement, so the call is Neutral.
Coverage
4/7
Agreement
0.20
.00
Conviction
How the swarm reasoned
✓Question›✓Coverage›3Driver›4Consensus›5Gate›6Verdict
📰
News Driver
Recent sentiment 0.60 vs 120d baseline 0.00 across 1 story.
+0.303
Semtech secures dedicated SiGe capacity at Tower Semiconductor under expanded multi-year agreement [src]+0.30348%
1 item(s) · sums to +0.303
🧭
Structural Bearish
Industry Index 9.2 (falling -7.3 over window) — structural headwind.
−0.212
▸Industry Index falling -7.3 [no link]−0.15324%
Industry Index level 9.2 [no link]−0.0599%
2 item(s) · sums to -0.212
⚖️
Options positioning Bullish
Delayed per-contract options — call premium 86% / put 14% (net skew 0.71), unusualness 36/100. Context: matches: Semtech secures dedicated SiGe capacity at To….
+0.051
▸1 item(s) · sums to +0.051
📉
Price momentum Bullish
Technical uptrend across short+medium horizon(s) — vote 0.07, confidence 0.12 from 11 indicator sub-signal(s).
+0.009
▸Moving-average trend (medium) [no link]+0.0244%
Momentum (medium) [no link]+0.0132%
MACD histogram (medium) [no link]−0.0081%
MACD histogram (short) [no link]−0.0061%
Momentum (short) [no link]−0.0061%
OBV (short) [no link]−0.0031%
Bollinger %B (short) [no link]−0.0030%
Stochastic (short) [no link]−0.0030%
Moving-average trend (short) [no link]+0.0020%
ADX / DMI (medium) [no link]−0.0010%
RSI trend (short) [no link]−0.0000%
ADX 20 (trend strength 0.50) [no link]0.0000%
Bollinger %B 0.27 (extreme 0.00) [no link]0.0000%
RSI 50 (overextension penalty 0.00) [no link]0.0000%
14 item(s) · sums to +0.009
📈
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 0.20.
The gate · score → conviction → verdict
Raw score
+0.151
×
Agree·cover·strength
0.20
→
Conviction
0.00
A clear neutral score; conviction 0.00 reflects how strongly the agents agree. Conviction is confidence, not a probability of the move.
as of 2026-10-13 · config sig-v4-2026-07-26