Watchlist / thebuildout-data-center-fiber-high-speed-cabling

watchlist

Watchlist / thebuildout-data-center-fiber-high-speed-cabling

current roster plus event stream

symbols 15 events 792 latest

TheBuildout · Data Center Fiber & High-Speed Cabling — their curated supply-chain list (https://thebuildout.ai/lists/data-center-fiber-high-speed-cabling), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 16 of 30 visible / 75 total (45 pro-gated; 14 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 792 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 +1.6%-0.9%+8.6%+3.3%+121.1%
SPY +0.6%+1.2%+2.1%+3.1%+16.0%
Δ +1.0%-2.1%+6.5%+0.2%+105.1%

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

30D breadth 12/15 up

trend: 12 up · 0 flat · 3 down · avg RSI 56 · 80% above SMA200 · covered 15/15

contributors

CRDO+1.9pp+29.0%
MRVL+1.1pp+17.1%
FN+1.1pp+16.3%
MTSI+1.0pp+15.4%
SMTC+1.0pp+14.3%

detractors

GLW-0.5pp-7.0%
JBL-0.1pp-1.6%
AVGO-0.1pp-0.8%
AAOI+0.1pp+1.6%
NVDA+0.2pp+2.5%

Holdings

NVDA $229.28 +2.5% 30d in trend AVGO $361.54 -0.8% 30d coming into play APH $87.24 +7.3% 30d coming into play MRVL $275.28 +17.1% 30d coming into play GLW $156.68 -7.0% 30d coming into play LITE $1,103.36 +11.6% 30d in trend COHR $312.62 +3.0% 30d coming into play TEL $218.29 +6.7% 30d coming into play ALAB $342.21 +13.9% 30d coming into play CRDO $216.55 +29.0% 30d coming into play JBL $306.28 -1.6% 30d coming into play MTSI $330.06 +15.4% 30d coming into play FN $486.28 +16.3% 30d retreating SMTC $187.30 +14.3% 30d in trend AAOI $109.64 +1.6% 30d coming into play
CRDO $216.55 +2.2% +29.0% -16.0% +43.3% 57 coming into play -29.8%
MRVL $275.28 +0.2% +17.1% +16.7% +203.6% 62 coming into play -16.6%
FN $486.28 -0.2% +16.3% +3.2% +27.2% 63 retreating -35.1%
MTSI $330.06 +2.4% +15.4% +7.0% +148.2% 63 coming into play -21.2%
SMTC $187.30 -0.1% +14.3% +37.6% +167.4% 59 in trend -7.3%
ALAB $342.21 -1.4% +13.9% -17.1% +51.8% 51 coming into play -31.5%
LITE $1103.36 +5.2% +11.6% +37.6% +590.6% 63 in trend -3.5%
APH $87.24 +2.3% +7.3% +9.7% +38.2% 60 coming into play -3.0%
TEL $218.29 +1.9% +6.7% +8.9% -1.9% 57 coming into play -13.6%
COHR $312.62 +3.4% +3.0% -3.7% +155.5% 52 coming into play -28.9%
NVDA $229.28 -0.5% +2.5% +8.7% +19.1% 53 in trend -5.8%
AAOI $109.64 +3.5% +1.6% -8.6% +238.7% 50 coming into play -53.1%
AVGO $361.54 +0.4% -0.8% -9.6% +4.8% 50 coming into play -27.0%
JBL $306.28 +2.4% -1.6% -7.3% +49.6% 49 coming into play -28.6%
GLW $156.68 +2.5% -7.0% -17.9% +79.7% 50 coming into play -42.4%

Feed generated 2026-10-09.