Watchlist / thebuildout-data-center-networking-silicon

watchlist

Watchlist / thebuildout-data-center-networking-silicon

current roster plus event stream

symbols 16 events 843 latest

TheBuildout · Data Center Networking Silicon — their curated supply-chain list (https://thebuildout.ai/lists/data-center-networking-silicon), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 16 of 21 visible / 40 total (19 pro-gated; 5 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 843 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 +0.9%-1.3%+11.7%+2.2%+124.7%
SPY +0.6%+1.2%+2.1%+3.1%+16.0%
Δ +0.3%-2.5%+9.6%-1.0%+108.7%

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

30D breadth 13/16 up

trend: 14 up · 0 flat · 2 down · avg RSI 56 · 81% above SMA200 · covered 16/16

contributors

CIEN+2.1pp+33.1%
CRDO+1.8pp+29.0%
RMBS+1.4pp+22.6%
MRVL+1.1pp+17.1%
AMD+1.0pp+16.7%

detractors

INTC-0.1pp-1.4%
AVGO+0.0pp-0.8%
QCOM+0.0pp-0.5%
NVDA+0.2pp+2.5%
COHR+0.2pp+3.0%

Holdings

NVDA $229.28 +2.5% 30d in trend AVGO $361.54 -0.8% 30d coming into play AMD $608.10 +16.7% 30d in trend INTC $104.70 -1.4% 30d coming into play CSCO $118.39 +8.2% 30d coming into play MRVL $275.28 +17.1% 30d coming into play QCOM $175.50 -0.5% 30d coming into play LITE $1,103.36 +11.6% 30d in trend COHR $312.62 +3.0% 30d coming into play CIEN $449.77 +33.1% 30d coming into play ALAB $342.21 +13.9% 30d coming into play CRDO $216.55 +29.0% 30d coming into play MCHP $75.55 +3.5% 30d coming into play MTSI $330.06 +15.4% 30d coming into play SMTC $187.30 +14.3% 30d in trend RMBS $107.47 +22.6% 30d coming into play
CIEN $449.77 +5.6% +33.1% -2.4% +174.9% 67 coming into play -29.4%
CRDO $216.55 +2.2% +29.0% -16.0% +43.3% 57 coming into play -29.8%
RMBS $107.47 -0.9% +22.6% -4.1% +8.9% 59 coming into play -38.3%
MRVL $275.28 +0.2% +17.1% +16.7% +203.6% 62 coming into play -16.6%
AMD $608.10 -2.0% +16.7% +9.0% +161.1% 57 in trend -7.7%
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%
CSCO $118.39 +3.0% +8.2% -2.4% +69.2% 65 coming into play -9.2%
MCHP $75.55 +0.0% +3.5% -14.7% +14.7% 47 coming into play -28.7%
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%
QCOM $175.50 -0.3% -0.5% -7.2% +5.9% 44 coming into play -32.5%
AVGO $361.54 +0.4% -0.8% -9.6% +4.8% 50 coming into play -27.0%
INTC $104.70 -2.2% -1.4% -4.7% +177.0% 43 coming into play -26.4%

Feed generated 2026-10-09.