Watchlist / thebuildout-glass-core-panel-level-packaging

watchlist

Watchlist / thebuildout-glass-core-panel-level-packaging

current roster plus event stream

symbols 8 events 517 latest

TheBuildout · Glass Core & Panel-Level Packaging — their curated supply-chain list (https://thebuildout.ai/lists/glass-core-panel-level-packaging), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 9 of 17 visible / 61 total (44 pro-gated; 8 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 517 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 -0.3%-7.1%+3.1%-9.9%+124.5%
SPY +0.6%+1.2%+2.1%+3.1%+16.0%
Δ -0.9%-8.3%+1.0%-13.1%+108.5%

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

30D breadth 5/8 up

trend: 7 up · 0 flat · 1 down · avg RSI 51 · 88% above SMA200 · covered 8/8

contributors

ASX+1.6pp+12.7%
AMAT+1.0pp+8.1%
KLAC+0.9pp+6.9%
ONTO+0.7pp+5.8%
TSM+0.5pp+4.1%

detractors

GLW-0.9pp-7.0%
AMKR-0.5pp-4.3%
INTC-0.2pp-1.4%

Holdings

TSM $453.31 +4.1% 30d in trend INTC $104.70 -1.4% 30d coming into play AMAT $507.03 +8.1% 30d coming into play KLAC $195.57 +6.9% 30d coming into play GLW $156.68 -7.0% 30d coming into play ASX $46.43 +12.7% 30d in trend ONTO $294.53 +5.8% 30d coming into play AMKR $49.12 -4.3% 30d retreating
ASX $46.43 +2.6% +12.7% +8.8% +296.5% 62 in trend -3.1%
AMAT $507.03 -0.5% +8.1% -15.8% +130.2% 55 coming into play -31.4%
KLAC $195.57 -0.6% +6.9% -15.5% +85.6% 55 coming into play -36.4%
ONTO $294.53 +0.6% +5.8% -8.4% +115.6% 51 coming into play -23.8%
TSM $453.31 -1.0% +4.1% +4.4% +51.2% 52 in trend -7.0%
INTC $104.70 -2.2% -1.4% -4.7% +177.0% 43 coming into play -26.4%
AMKR $49.12 -3.7% -4.3% -30.3% +60.4% 43 retreating -49.2%
GLW $156.68 +2.5% -7.0% -17.9% +79.7% 50 coming into play -42.4%

Feed generated 2026-10-10.