Dec 23
Watchlist / thebuildout-dram-memory
watchlist
Watchlist / thebuildout-dram-memory
current roster plus event stream
symbols 4 events 351 latest
TheBuildout · DRAM Memory — their curated supply-chain list (https://thebuildout.ai/lists/dram-memory), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 4 of 11 visible / 37 total (26 pro-gated; 7 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 351 events.
| 1D | 7D | 30D | 3M | 1Y | |
|---|---|---|---|---|---|
| cohort | -0.3% | -7.9% | +1.9% | -4.8% | +172.0% |
| SPY | +0.6% | +1.2% | +2.1% | +3.1% | +16.0% |
| Δ | -0.9% | -9.0% | -0.2% | -7.9% | +156.0% |
equal-weight · buy-and-hold from window start, no rebalancing · 3M+ windows are a current-roster backcast.
30D breadth 2/4 up
trend: 2 up · 1 flat · 1 down · avg RSI 50 · 67% above SMA200 · covered 4/4
Holdings
Nov 10
Oct 27
Oct 26
Oct 9
Oct 9
SemiAnalysis — HBM de-specs to bandwidth; hybrid bonding goes from when to if
SemiAnalysis — HBM de-specs to bandwidth; hybrid bonding goes from when to if
Oct 8
Oct 8
Oct 7
Oct 7
Oct 6
Oct 6
Oct 5
Oct 5
Oct 2
Oct 2
Oct 2
Paradis — Micron's Q4 deck: 26 strategic customer agreements and $32B in commitments, mostly cash deposits
Paradis — Micron's Q4 deck: 26 strategic customer agreements and $32B in commitments, mostly cash deposits
Oct 1
Oct 1
Sep 30
Sep 30
Sep 30
Sep 30
Sep 29
Sep 28
Sep 28
Sep 28
Serenity (@aleabitoreddit) — Akamai's $11.6B Anthropic deal pre-buys memory ahead of a stated AI slowdown
Serenity (@aleabitoreddit) — Akamai's $11.6B Anthropic deal pre-buys memory ahead of a stated AI slowdown
Bloomberg — SK Hynix weighs a 2027 US listing for its Solidigm flash unit
Bloomberg — SK Hynix weighs a 2027 US listing for its Solidigm flash unit
Sep 25
Sep 25
Sep 25
Sep 25
Sep 24
Sep 24
Sep 24
MarketWatch — Micron has become a battleground stock as the AI narrative shifts to the durability of memory demand
MarketWatch — Micron has become a battleground stock as the AI narrative shifts to the durability of memory demand
Sep 23
Sep 23
Sep 23
Sep 23
Sep 22
Sep 22
SemiAnalysis — how mixture-of-experts models map onto inference hardware
SemiAnalysis — how mixture-of-experts models map onto inference hardware
Sep 21
Sep 21
Sep 18
Sep 18
Sep 17
Sep 17
Reuters — SK Hynix in talks to build memory in the US with Intel for the first time
Reuters — SK Hynix in talks to build memory in the US with Intel for the first time
Sep 16
Sep 15
Sep 15
Sep 14
Sep 11
Sep 11
Sep 11
Serenity — HBM scarcity has pushed Chinese AI accelerator prices up 20-50% in two months
Serenity — HBM scarcity has pushed Chinese AI accelerator prices up 20-50% in two months
Terry — Citi Global TMT readout: NAND TAM $50B to $500B by 2027, AMD CPU TAM $60B to $220B, optical testing capacity about 100x short
Terry — Citi Global TMT readout: NAND TAM $50B to $500B by 2027, AMD CPU TAM $60B to $220B, optical testing capacity about 100x short
Sep 10
Sep 10
Sep 9
Sep 8
Sep 8
Sep 4
Sep 4
Sep 3
Sep 3
Paradis - TrendForce: memory chips to hit 68% of cloud-provider capex in 2027
Paradis - TrendForce: memory chips to hit 68% of cloud-provider capex in 2027
Sep 2
Sep 2
HBM shortage reportedly forces a Rubin Ultra spec cut — the memory trade has a bearish edge
HBM shortage reportedly forces a Rubin Ultra spec cut — the memory trade has a bearish edge
Sep 1
Aug 31
Aug 28
Aug 28
Aug 27
The AI Money Went Into the Ecosystem, Not Into Nvidia
Market signal state changed.
Aug 26
Aug 25
Aug 24
Aug 23
The Kobeissi Letter — South Korea's chip trade surplus hit a record ~$35B in June, more than tripling in 12 months
The Kobeissi Letter — South Korea's chip trade surplus hit a record ~$35B in June, more than tripling in 12 months
Feed generated 2026-10-09.