CPU Shortage Supply Chain — Datacenter CPU Allocation + ABF Substrate Bottleneck

perspective

CPU Shortage Supply Chain — Datacenter CPU Allocation + ABF Substrate Bottleneck

archived thesis

status closed scan-mentioned tickers 91 events 17 latest
34d agoas of
AAL $12.76 -1.4% 30d coming into play AAPL $336.64 +6.8% 30d coming into play ALAB $342.21 +13.9% 30d coming into play AMAT $507.03 +8.1% 30d coming into play AMD $608.10 +16.7% 30d in trend AMKR $49.12 -4.3% 30d retreating AMZN $262.43 +4.0% 30d coming into play ASHR $32.38 -4.9% 30d coming into play ASML $1,780.34 +2.9% 30d coming into play ASX $46.43 +12.7% 30d in trend AVGO $361.54 -0.8% 30d coming into play BABA $111.37 +1.8% 30d retreating BE $280.50 +4.2% 30d coming into play BEAM $25.70 +2.1% 30d retreating CCJ $88.06 -12.3% 30d retreating CEG $298.07 +1.4% 30d coming into play CLSK $10.50 -20.9% 30d retreating COHR $312.62 +3.0% 30d coming into play COP $134.10 -1.8% 30d in trend CRDO $216.55 +29.0% 30d coming into play CROX $114.98 +3.5% 30d coming into play CRWD $275.04 +32.4% 30d in trend CVX $211.98 -0.9% 30d in trend DAL $82.17 +4.3% 30d coming into play DD $130.00 +1.6% 30d coming into play DHR $219.81 +7.3% 30d in trend DIA $516.11 -1.5% 30d coming into play DPZ $309.36 -3.8% 30d retreating ENTG $165.79 +15.9% 30d in trend FTNT $194.75 +23.9% 30d in trend FXI $34.24 -0.9% 30d coming into play GE $308.20 -5.3% 30d coming into play GLD $384.58 -4.7% 30d coming into play GOOGL $351.66 +6.3% 30d coming into play HAL $32.55 -12.3% 30d coming into play IQV $259.88 +1.1% 30d in trend IWM $278.94 -4.0% 30d coming into play JCI $157.44 +8.6% 30d coming into play JETS $27.45 -2.0% 30d coming into play KLAC $195.57 +6.9% 30d coming into play KWEB $24.93 +0.6% 30d retreating KYMR $112.40 -2.6% 30d coming into play LEU $142.44 -21.5% 30d retreating LITE $1,103.36 +11.6% 30d in trend LRCX $318.84 +0.9% 30d coming into play LULU $94.50 -5.2% 30d retreating MARA $9.65 -19.0% 30d retreating MEDP $612.05 +4.4% 30d in trend
Show all 91 ticker links
$AAL$AAPL$ALAB$AMAT$AMD$AMKR$AMZN$ASHR$ASML$ASX$AVGO$BABA$BE$BEAM$CCJ$CEG$CLSK$COHR$COP$CRDO$CROX$CRWD$CVX$DAL$DD$DHR$DIA$DPZ$ENTG$FTNT$FXI$GE$GLD$GOOGL$HAL$IQV$IWM$JCI$JETS$KLAC$KWEB$KYMR$LEU$LITE$LRCX$LULU$MARA$MEDP$MPWR$MRNA$MRVL$MSFT$MSTR$MTUM$MU$NKE$NTAP$NVDA$OIH$OKTA$PANW$PLTR$QQQ$RIOT$RSP$SBUX$SLB$SLV$SNDK$SPY$STX$TER$TLN$TLT$TMO$TSLA$TWST$USO$UUP$VIXY$VST$VTI$VTV$WDC$XBI$XLC$XLE$XLI$XLK$XOM$ZS

The Thread

The thesis as it unfolds — by source type (the symbol grid above is the current state).

Recent Shifts

4

Captures

1

Calendar & Lifecycle

12