Nov 4
Watchlist / thebuildout-abf-substrates
watchlist
Watchlist / thebuildout-abf-substrates
current roster plus event stream
symbols 1 events 80 latest
TheBuildout · ABF Substrates — their curated supply-chain list (https://thebuildout.ai/lists/abf-substrates), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 2 of 12 visible / 27 total (15 pro-gated; 10 foreign primaries without a US line omitted — see experiments/gloomberg/thebuildout-lists-vs-watchlists.md). Membership and 'aiCriticality' tags are theirs; refresh via deno task market -- scrape-thebuildout --lists.
| 1D | 7D | 30D | 3M | 1Y | |
|---|---|---|---|---|---|
| cohort | +3.0% | -8.2% | -2.6% | -17.4% | +114.1% |
| SPY | +0.6% | +1.2% | +2.1% | +3.1% | +16.0% |
| Δ | +2.4% | -9.4% | -4.7% | -20.5% | +98.1% |
equal-weight · buy-and-hold from window start, no rebalancing · 3M+ windows are a current-roster backcast.
30D breadth 0/1 up
trend: 0 up · 0 flat · 1 down · avg RSI 46 · 0% above SMA200 · covered 1/1
contributors
Holdings
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SemiAnalysis — the AI trade's third derivative is ABF substrate equipment, chemistry and film, not the substrate makers
SemiAnalysis — the AI trade's third derivative is ABF substrate equipment, chemistry and film, not the substrate makers
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Feed generated 2026-10-09.