Watchlist / thebuildout-nand-flash-memory

watchlist

Watchlist / thebuildout-nand-flash-memory

current roster plus event stream

symbols 5 events 567 latest

TheBuildout · NAND Flash Memory — their curated supply-chain list (https://thebuildout.ai/lists/nand-flash-memory), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 5 of 13 visible / 56 total (43 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 567 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 -0.6%-6.3%-0.9%-1.9%+443.3%
SPY +0.6%+1.2%+2.1%+3.1%+16.0%
Δ -1.2%-7.5%-3.0%-5.1%+427.3%

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

30D breadth 3/5 up

trend: 2 up · 1 flat · 2 down · avg RSI 49 · 75% above SMA200 · covered 5/5

contributors

MRVL+3.4pp+17.1%
MCHP+0.7pp+3.5%
MU+0.0pp+0.1%
SNDK-2.1pp-10.3%
SKHY-3.0pp-14.9%

Holdings

MU $1,029.00 +0.1% 30d coming into play SKHY $169.03 -14.9% 30d too-young SNDK $1,581.82 -10.3% 30d coming into play MRVL $275.28 +17.1% 30d coming into play MCHP $75.55 +3.5% 30d coming into play
MRVL $275.28 +0.2% +17.1% +16.7% +203.6% 62 coming into play -16.6%
MCHP $75.55 +0.0% +3.5% -14.7% +14.7% 47 coming into play -28.7%
MU $1029.00 -0.7% +0.1% +5.1% +435.0% 50 coming into play -18.0%
SNDK $1581.82 -1.7% -10.3% -17.4% +1119.8% 44 coming into play -32.8%
SKHY $169.03 -0.9% -14.9% +0.6% — 42 neutral -15.4%

Feed generated 2026-10-09.