u/Admirable_Toe_7046

Hey everyone,

I’m currently developing a custom stock screening program/dashboard designed to automate the boring parts of my morning routine and cut down on daily research time.

Before I deep-dive into coding the next modules, I wanted to crowd-source some wisdom from this community. If you were building your dream screener, or if there's a specific function you can't live without in your current setup, what would it be?

Right now, I’m planning to implement:

• Basic Technical Filters: Moving average crossovers (EMA/SMA), RSI divergences, and Volume spikes.
• Fundamental Filters: P/E ratios, Revenue growth (QoQ/YoY), and Debt-to-Equity.
• Custom Alerts: Standard deviation moves (Bollinger Band squeezes) and pre-market gap scans.

My questions for you:

1. What unique scanners, custom indicators, or specific formulas do you rely on to filter out the noise?
2. Are there any existing tools or APIs (outside of the usual suspects like Finviz or TradingView) that you think nailed a specific feature perfectly?
3. What is the biggest pain point in your current daily screening process that you wish a program could solve?

Appreciate any insights, logic suggestions, or feature requests! Will happily share updates on the build if anyone's interested.

Hey everyone,

Looking at the semiconductor sector right now and trying to gauge the macro sentiment. After the recent run-up we've had this year, we are seeing some aggressive red days and sudden halts in momentum (especially across some of the high-fliers like NVDA, AMD, MU, and INTC).

On one hand, the "bull case" feels like this is just a healthy, overdue consolidation. Q1 earnings have been historically strong, AI infrastructure spending hasn't slowed down, and the recent easing of some US-China chip export anxieties keeps the long-term thesis intact. Valuation-wise, these companies are actually printing cash, not just riding on pure hype.

On the other hand, the "bear case" is screaming concentration risk and valuation bubbles. The sector is incredibly overbought, technical indicators like the monthly RSI have been running hot for ages, and a massive chunk of the entire S&P/Nasdaq gains are trapped in just a few massive chip names. If the broader retail and industrial sectors don’t pick up the slack, there's no safety net if the AI hype takes a macro breather.

Are you guys viewing this as a "buy the dip" opportunity, or are you taking profits/hedging for a deeper downtrend?

I’ve been staring at the macro data and looking at my portfolio all week, and it feels like we’re at a massive crossroads. On one hand, some sectors are looking incredibly discounted; on the other hand, valuations still feel stretched and the macro uncertainty is real.

Part of me wants to just stick to my regular DCA and ignore the noise, but another part is tempted to build up a cash cushion and wait for a clearer direction.

What is everyone actually doing with their money right now?

If you're looking for an AI play that isn't just another chipmaker, you need to look at Coherent ($COHR). While everyone was focused on Nvidia and AMD, COHR just posted a massive Q3 2026 earnings beat and the stock has skyrocketed over 170% in the last 6 months.

Here is why the momentum is real:

• The AI Optical Boom: Their Datacenter & Communications segment now makes up 75% of their total revenue, growing at a 40% YoY clip. As AI models get bigger, the need for high-speed transceivers and optical switches is exploding.
• Balance Sheet Strength: They just ended the quarter with $2.5 billion in cash (up from $899M last quarter). Their debt-to-capital ratio is dropping fast, currently sitting way below the industry average.
• Analyst Upgrades: Since May 6, nearly every major analyst (TD Cowen, JPMorgan, Rosenblatt) has boosted their price targets, with some looking as high as $455.
• Strategic Capacity: They are on track to double their internal capacity by Q4 2026 to meet the massive backlog of orders for AI networking hardware.

The Bottom Line: $COHR is basically the "plumbing" for the AI era. While the industrial side was soft, the AI infrastructure demand is more than making up for it.

Position: Currently holding and looking to add on any minor pullbacks. The current price is around $408, but the high-end targets suggest there’s still 10-15% immediate upside.

Disclaimer: Not financial advice. Always do your own DD.