Watchlist / thebuildout-ai-data-center-operators-neoclouds

watchlist

Watchlist / thebuildout-ai-data-center-operators-neoclouds

current roster plus event stream

symbols 18 events 872 latest

TheBuildout · AI Data Center Operators & NeoClouds — their curated supply-chain list (https://thebuildout.ai/lists/ai-data-center-operators-neoclouds), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 18 of 21 visible / 87 total (66 pro-gated; 3 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.

Showing 120 of 872 events.

Cumulative return since Sep 8 — both lines start at 0%, so the gap between them IS the out/under-performance. Hover for daily values.
1D7D30D3M1Y
cohort +2.0%-1.8%-4.0%-2.7%+19.0%
SPY +0.6%+1.2%+2.1%+3.1%+16.0%
Δ +1.4%-3.0%-6.1%-5.8%+3.0%

equal-weight · buy-and-hold from window start, no rebalancing · 3M+ windows are a current-roster backcast.

30D breadth 7/18 up

trend: 6 up · 1 flat · 11 down · avg RSI 49 · 59% above SMA200 · covered 18/18

contributors

META+0.6pp+9.9%
MSFT+0.5pp+8.8%
GOOG+0.3pp+5.9%
TSLA+0.2pp+4.0%
AMZN+0.2pp+4.0%

detractors

IREN-1.2pp-22.4%
CBRS-0.9pp-16.3%
CRWV-0.8pp-13.6%
ORCL-0.7pp-12.5%
HUT-0.7pp-12.2%

Holdings

GOOG $347.86 +5.9% 30d coming into play MSFT $535.07 +8.8% 30d in trend AMZN $262.43 +4.0% 30d coming into play META $718.67 +9.9% 30d in trend TSLA $382.70 +4.0% 30d retreating ORCL $141.40 -12.5% 30d retreating BABA $111.37 +1.8% 30d retreating EQIX $1,026.06 -1.6% 30d coming into play DLR $178.76 -5.5% 30d coming into play NBIS $221.07 -8.0% 30d coming into play CBRS $164.17 -16.3% 30d too-young CRWV $82.08 -13.6% 30d retreating IRM $114.51 -0.6% 30d coming into play BIDU $85.33 -7.3% 30d retreating IREN $35.19 -22.4% 30d retreating DOCN $134.82 +1.6% 30d coming into play SKM $34.24 -8.3% 30d coming into play HUT $84.27 -12.2% 30d coming into play
META $718.67 -0.3% +9.9% +7.4% -2.0% 57 in trend -7.8%
MSFT $535.07 +2.4% +8.8% +38.9% +2.4% 68 in trend -3.4%
GOOG $347.86 +0.9% +5.9% -2.0% +43.6% 56 coming into play -14.0%
TSLA $382.70 +2.0% +4.0% -6.2% -12.1% 60 retreating -23.3%
AMZN $262.43 +3.3% +4.0% +7.0% +15.2% 59 coming into play -8.6%
BABA $111.37 +5.4% +1.8% -0.8% -35.9% 51 retreating -39.0%
DOCN $134.82 +8.8% +1.6% +3.3% +241.0% 53 coming into play -28.1%
IRM $114.51 +1.4% -0.6% -5.8% +9.1% 49 coming into play -15.0%
EQIX $1026.06 +1.5% -1.6% -2.4% +26.9% 49 coming into play -9.1%
DLR $178.76 +1.5% -5.5% -0.9% +2.0% 45 coming into play -14.1%
BIDU $85.33 +1.7% -7.3% -27.4% -35.5% 38 retreating -48.4%
NBIS $221.07 +0.6% -8.0% +0.7% +66.7% 47 coming into play -26.3%
SKM $34.24 +0.7% -8.3% +3.0% +59.8% 40 coming into play -27.4%
HUT $84.27 +5.9% -12.2% -17.6% +81.8% 44 coming into play -40.1%
ORCL $141.40 +4.2% -12.5% +0.5% -52.4% 48 retreating -56.2%
CRWV $82.08 +0.6% -13.6% -7.7% -42.6% 44 retreating -46.4%
CBRS $164.17 -2.2% -16.3% -23.7% — 37 neutral -57.5%
IREN $35.19 -1.5% -22.4% -14.5% -44.9% 34 retreating -54.2%

Feed generated 2026-10-09.