EverHint — High-Momentum Stock Picks (Breakout • Technology, with Insider, Earnings & News Overlays) - October 30, 2025
October 30, 2025
What “breakout” means (quick)
A breakout is a decisive push through prior resistance / near 52-week highs on above-normal volume—a sign that demand is broadening beyond the recent range.
Today’s Top Picks — Technology (ranked by EverHint composite)
| Rank | Ticker | Company | Last | Near 52-W High | Volume Thrust | RS (21 d) | Insider Net (USD) | Days to Earnings | Analyst Updates (30d) |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VIAV | Viavi Solutions Inc. | 17.10 | 100% | 5.23× | 0 | −$230,183 | 90 | 36 |
| 2 | FORM | FormFactor, Inc. | 59.25 | 100% | 3.94× | 1 | −$227,732 | — | 27 |
| 3 | JAMF | Jamf Holding Corp. | 12.86 | 100% | 3.63× | 0 | −$431,114 | 11 | 8 |
| 4 | MDB | MongoDB, Inc. | 347.54 | 100% | 1.87× | 0 | −$358,870 | 39 | 13 |
| 5 | TTMI | TTM Technologies, Inc. | 61.98 | 98% | 2.18× | 0 | −$1,081,442 | — | 28 |
| 6 | KLAC | KLA Corporation | 1,214.41 | 98% | 1.80× | 0 | 90 | 31 | |
| 7 | CORZ | Core Scientific, Inc. | 20.74 | 100% | 2.25× | 0 | — | 7 | |
| 8 | TSEM | Tower Semiconductor Ltd. | 83.80 | 100% | 1.69× | 0 | 11 | 29 |
Quick read
- This is a clean breakout tape: every name is pushing new-high zones with 1.69×–5.23× volume thrust.
- Insiders: skew negative in dollar terms for VIAV/FORM/JAMF/MDB/TTMI; others neutral.
- Calendar: JAMF (11d) and TSEM (11d) show near-dated events; VIAV/KLAC have longer runways.
Same-day / recent headlines to watch (supports the tape)
- VIAV — Reported FQ1’26 results Oct 29; the breakout aligns with fresh numbers. (VIAVI Solutions)
- FORM — Q3’25 results posted Oct 29; follow-through bid visible. (investors.formfactor.com)
- JAMF — Entered a definitive $2.2B take-private deal with Francisco Partners Oct 29. (Jamf Investor Relations)
- MDB — IR background (latest official news cadence via company site) for context as shares press highs. (investors.mongodb.com)
- TTMI — Q3’25 results and materials (Oct 29) back the move. (TTM Technologies, Inc.)
- KLAC — FQ1’26 results Oct 29; semi-cap strength remains broad. (KLA Corporation)
- CORZ — CoreWeave merger terminated after shareholder vote today; stock in focus. (Reuters)
- TSEM — Q3 timing update Oct 15; guidance discussion set for Nov 10. (ir.towersemi.com)
On Watch (risk flags)
- Catalyst-tight: JAMF (11d), TSEM (11d) — potential gap risk around events.
- Post-print digestion: VIAV/FORM/KLAC/TTMI — first tight flags after the pop often define cleaner risk.
- Event-driven: CORZ is headline-sensitive following today’s deal termination.
Signals summary (today’s set)
- Momentum: Leaders are at or near highs with credible volume (≥1.7× thrust).
- Insiders: Mostly neutral-to-negative net flows today; treat as context, not a stand-alone sell signal.
- Earnings: Several prints just hit (semi-cap & test ecosystem), giving fundamental air cover to the tape.
- Analyst cadence: Healthy update density in VIAV/KLAC/TTMI.
Vlad’s Take (EverHint)
Technology breakouts are broad and well-sponsored by news. My bias: scale-in on shallow pullbacks, use ATR-aware stops under the latest higher-low, and be smaller on headline-sensitive names (JAMF, CORZ) until post-event ranges settle.
Independent, data-driven signals. No hype, no pumps, no paid promotions.