Daily Signal Scan
π 2026-05-04 β εε€ Β· Accumulation
γδΈ»η·γ Foreign rotating INTO εε°ι« (+165M) and OUT of η»ηιΆη· (-23M). Retail panic-selling GTK at -7.6Ο while foreign accumulates β classic smart money divergence (15 stocks triggered). UMC on 9-day foreign buying streak (+483M cumulative).
γεθγ DELTA holders surging +39.7% while big holders exit (-1.1%) β distribution pattern if it spreads to more stocks. Unusual selling in AOT (-6.1Ο) β if this is lead indicator of broader distribution, thesis reverses.
γθ§ΈηΌγ Watch if UMC streak breaks (would signal position complete). Monitor DELTA holder growth next week β acceleration = exit signal. Next trading day: STOCK_DAY_ALL + T86 institutional data at 15:00 CST.
γε€±ζγ If foreign turns net seller for 3+ consecutive days across semiconductors, accumulation thesis invalidated.
βββ Data: TWSE T86 + STOCK_DAY_ALL β as-of 2026-05-04 close β 33 sectors, 39 signals
π§ Smart Money Signal (H3: p<0.0001, avg +0.91% 20d)
Foreign buying while retail panic-sells. Historically profitable.
| Stock | Foreign | Retail | Retail Z |
|---|---|---|---|
| 0056 0056 | +58,594K | -76,022K | -2.0Ο |
| WEC 2344 | +38,897K | -40,536K | -1.4Ο |
| UMC 2303 | +38,612K | -34,630K | -1.6Ο |
| 0050 0050 | +29,249K | -38,879K | -1.2Ο |
| NTC 2408 | +28,324K | -29,976K | -2.0Ο |
| HON HAI 2317 | +27,360K | -28,641K | -1.2Ο |
| WALSIN 1605 | +25,021K | -25,725K | -2.1Ο |
| 0052 0052 | +19,182K | -27,004K | -1.6Ο |
| CSC 6005 | +15,066K | -6,938K | -1.9Ο |
| LTC 2301 | +11,466K | -11,628K | -2.2Ο |
| YAGEO 2327 | +10,072K | -11,154K | -2.3Ο |
| TSMC 2330 | +9,112K | -10,299K | -1.1Ο |
| OSE 2329 | +9,088K | -9,884K | -3.8Ο |
| GTK 2441 | +8,702K | -8,717K | -7.6Ο |
| PTI 6239 | +8,403K | -7,858K | -3.5Ο |
π Foreign Accumulation Streaks
Consecutive buying days β systematic position building.
| Stock | Days | Cumulative Flow |
|---|---|---|
| UMC 2303 | 9d | +484M |
| YMTC 2609 | 10d | +201M |
| TC 2027 | 10d | +91M |
| Mercuries Life 2867 | 10d | +79M |
| WPG 3702 | 9d | +69M |
| WT 3036 | 10d | +55M |
| TWM 3045 | 7d | +35M |
| O-Bank 2897 | 9d | +34M |
| ROEC 6176 | 10d | +33M |
| Hannstar 6116 | 6d | +30M |
| CHANG WAH 8070 | 6d | +28M |
| PTI 6239 | 8d | +24M |
β οΈ Bubble Warning (H6: avg -0.87% 20d)
Retail flooding in while big holders exit. Distribution pattern.
| Stock | Holders | 4w Growth | Big Holder % | Ξ% |
|---|---|---|---|---|
| DELTA 2308 | 386,633 | +39.7% | 83.33% | -1.11% |
| ASEH 3711 | 273,940 | +34.0% | 87.92% | -0.9% |
| Makalot 1477 | 27,766 | +32.3% | 64.98% | -5.08% |
| CHCIW 1727 | 20,692 | +32.0% | 58.76% | -0.49% |
| TEWC 1623 | 6,332 | +19.5% | 78.71% | -0.82% |
| ETERNAL 1717 | 107,238 | +16.6% | 65.12% | -2.58% |
| 0050 0050 | 1,227,752 | +11.4% | 6683.4% | -585.99% |
| Bin Chuan 1569 | 24,462 | +10.3% | 52.48% | -0.66% |
| 0053 0053 | 2,642 | +9.5% | 20.77% | -0.38% |
| TSMC 2330 | 2,670,494 | +9.0% | 88.12% | -0.33% |
β‘ 3Ο Anomalies
Extremely unusual institutional activity β rare events.
| Stock | Foreign | Z-score | Signal |
|---|---|---|---|
| T.Y. 1568 | +374K | 7.3Ο | π’ |
| GTK 2441 | +8,702K | 6.9Ο | π’ |
| AOT 3437 | -2,134K | -6.1Ο | π΄ |
| LCYT 4989 | -8,914K | -5.9Ο | π΄ |
| 0056 0056 | +58,594K | 5.1Ο | π’ |
| GLOBAL TEK 4566 | -1,148K | -5.0Ο | π΄ |
| 0052 0052 | +19,182K | 4.8Ο | π’ |
| C SUN 2467 | -2,033K | -4.6Ο | π΄ |
| Advantech 2395 | +3,290K | 4.6Ο | π’ |
| MICROPROGRAM 7721 | -283K | -4.6Ο | π΄ |
| HARVATEK CORPOR 6168 | -2,280K | -4.5Ο | π΄ |
| APOGEE 6426 | -926K | -4.4Ο | π΄ |
π Sector Rotation
| Sector | Foreign | SITC | Retail |
|---|---|---|---|
| εε°ι« | +165M | -5M | -171M |
| ι»θ ¦ει±ι | +40M | -6M | -37M |
| ε Άδ»ι»ε | +30M | -0M | -31M |
| ι»ε¨ι»ηΊ | +26M | +1M | -27M |
| θͺι | +25M | -3M | -22M |
| ... | |||
| η΄‘ηΉ | -13M | +1M | +13M |
| ιΌι΅ | -20M | +0M | +20M |
| ε‘θ | -22M | -0M | +24M |
| ιθδΏιͺ | -22M | -116M | +141M |
| η»ηιΆη· | -23M | +0M | +24M |
Signals based on peer-reviewed research (Harvard, UC Davis, TEJ). Not investment advice. See /research for methodology.