Theme · AI Semis Layer 5 Conviction · BUY Held

Ibiden

TSE:4062

Structural picks-and-shovel position in the AI Semis supply chain, Layer 5. Research deep-dive pending.

Today's technical signal Scan · 22 May · TSE

Extended

RSI 1474.2

MACD Hist+43.09

Vol Ratio—

2×ATR Stop—

EMA Cloud—

Two-Layer Verdict

Structural

BUY · structural picks-and-shovel position in the AI / Physical AI supply chain.

Tactical

EXTENDED.

→ EXTENDED BUT FUNDAMENTALLY JUSTIFIED. Hold core, trim 10-15% only as risk hygiene.

Live price

—

22 May

Theme

AI Semis

Layer 5

Conviction

BUY

—

RSI 14

74.2

—

% return

+6.8%

1 acct

2×ATR stop

—

Tactical stop

Held position Open position across 1 account

IBKR qty

5,000

Total MV

$430K

Avg cost

$—

P&L

+6.8%

— Live chart · TradingView · Candlestick · 50/200 EMA + Volume —

● Live · TSE:4062