Watchlist / thebuildout-leading-edge-logic-foundries

watchlist

Watchlist / thebuildout-leading-edge-logic-foundries

current roster plus event stream

symbols 2 events 335 latest

TheBuildout · Leading-Edge Logic Foundries — their curated supply-chain list (https://thebuildout.ai/lists/leading-edge-logic-foundries), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 2 of 5 visible / 6 total (1 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 335 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%-8.2%+1.3%-0.1%+114.1%
SPY +0.6%+1.2%+2.1%+3.1%+16.0%
Δ -2.2%-9.3%-0.8%-3.3%+98.1%

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

30D breadth 1/2 up

trend: 2 up · 0 flat · 0 down · avg RSI 48 · 100% above SMA200 · covered 2/2

contributors

TSM+2.1pp+4.1%
INTC-0.7pp-1.4%

Holdings

TSM $453.31 +4.1% 30d in trend INTC $104.70 -1.4% 30d coming into play
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%

Feed generated 2026-10-09.