Screening Filters
Market Cap ≥ $2B & Category = Mid / Large / Mega
- Purpose: Focus on established, institutionally followed companies rather than tiny, speculative names.
- Rationale: For a 3‑month swing trade, you typically want stocks that are less prone to extreme one‑day moves and manipulation. Mid, large, and mega caps tend to be more stable, with better liquidity and more predictable price behavior than micro/small caps—helpful for entering and exiting a swing trade at reasonable prices.
Monthly Average Dollar Volume ≥ $1,000,000
- Purpose: Ensure strong liquidity so you can get in and out without large slippage.
- Rationale: Swing traders rely on tight bid‑ask spreads and decent trading volume. A $1M+ average dollar volume filter removes illiquid names where a single order can move the price against you, which is particularly important for a defined, relatively short 3‑month trading horizon.
PriceAboveMA20 & PriceAboveMA200 (Moving Average Relationship)
- Purpose: Capture stocks in both a short‑term and long‑term uptrend.
- Rationale:
- Above 20‑day MA: The stock is in a near‑term upswing—good for a 1–3 month trading window.
- Above 200‑day MA: The longer‑term trend is bullish; you’re trading with the prevailing trend instead of trying to bottom‑fish.
This combination is classic swing‑trading logic: look for pullbacks or consolidations within a broader uptrend, not stocks stuck in long‑term downtrends.
RSI Category = Moderate
- Purpose: Avoid names that are extremely overbought or oversold.
- Rationale:
- Overbought (very high RSI) can signal limited upside and higher risk of a short‑term pullback—bad timing for a new 3‑month swing entry.
- Oversold (very low RSI) can mean catching a falling knife, which doesn’t fit the “higher‑probability swing within an existing uptrend” idea.
“Moderate” RSI keeps you in names that have momentum but still have room to run without being at exhaustion levels.
Sector = Technology
- Purpose: Stay within a growth‑oriented, historically volatile sector that suits swing trading.
- Rationale: Tech stocks, especially in hardware/semiconductors, tend to have stronger price swings and clearer momentum trends than many defensive sectors. That volatility is exactly what swing traders seek—controlled, trend‑driven price movement over weeks to a few months.
Industry = Semiconductors & Semiconductor Equipment; Electronic Equipment & Parts; Computers Phones & Household Electronics
- Purpose: Narrow within tech to segments similar to SNDK’s profile and with strong cyclical/momentum characteristics.
- Rationale:
- These industries are closely tied to SNDK’s old space (memory/semis/tech hardware).
- They’re often leaders in tech bull phases and can show strong multi‑month moves driven by product cycles, capex cycles, and AI/compute demand.
This targets stocks that are not just “tech” in general, but specifically in areas historically favorable for swing‑trading setups.
List Exchange = XNYS, XNAS, XASE (NYSE, NASDAQ, AMEX)
- Purpose: Limit results to major U.S. exchanges.
- Rationale:
- Better liquidity and transparency.
- Tighter spreads and more reliable price discovery versus OTC or foreign exchanges.
This again serves the practical needs of a swing trader who must manage entries/exits precisely over a short window.
One_Month_Predict_Return ≥ 0
- Purpose: Tilt the screen toward stocks that a quantitative model expects to have non‑negative returns over the next month.
- Rationale:
- While not a guarantee, this acts as an additional momentum/alpha filter that weeds out names the model expects to underperform in the near term.
- A positive or at least non‑negative 1‑month outlook aligns reasonably with a 3‑month swing trade, since you usually want the move to start working in your favor relatively quickly.
Why Results Match Your 3‑Month Swing‑Trade Request
- The screen focuses on liquid, institutionally traded tech hardware/semiconductor names, which are well‑suited to active trading.
- Trend filters (price above 20‑ and 200‑day MAs) align with classic swing‑trading practice: trade in the direction of a strong underlying uptrend.
- Moderate RSI helps avoid chasing parabolic moves right before a pullback, while still keeping you in stocks with momentum.
- Predictive return ≥ 0 adds a quantitative tilt toward stocks with a favorable near‑term outlook, supportive of a 1–3 month trade horizon.
- Combined, these filters aim to give you higher‑probability candidates from which you could then choose a “top 3” based on your own risk tolerance, chart patterns, and entry/exit strategy.
This list is generated based on data from one or more third party data providers. It is provided for informational purposes only by Intellectia.AI, and is not investment advice or a recommendation. Intellectia does not make any warranty or guarantee relating to the accuracy, timeliness or completeness of any third-party information, and the provision of this information does not constitute a recommendation.