Watchlist / thebuildout-power-supplies-psu-power-shelves
Watchlist / thebuildout-power-supplies-psu-power-shelves
current roster plus event stream
TheBuildout · Power Supplies (PSU) & Power Shelves — their curated supply-chain list (https://thebuildout.ai/lists/power-supplies-psu-power-shelves), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 7 of 11 visible / 37 total (26 pro-gated; 4 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 185 events.
| 1D | 7D | 30D | 3M | 1Y | |
|---|---|---|---|---|---|
| cohort | +1.6% | -4.2% | +10.5% | -6.0% | +111.0% |
| SPY | +0.6% | +1.2% | +2.1% | +3.1% | +16.0% |
| Δ | +1.0% | -5.4% | +8.4% | -9.2% | +95.0% |
equal-weight · buy-and-hold from window start, no rebalancing · 3M+ windows are a current-roster backcast.
trend: 4 up · 0 flat · 2 down · avg RSI 52 · 67% above SMA200 · covered 6/6
detractors
Holdings
Frontier Map — gas turbines: the plans, the slots and the factories behind the US gas-fired buildout
Frontier Map — gas turbines: the plans, the slots and the factories behind the US gas-fired buildout
CV Research via CK Capital — AI power loss scales with current squared, not watts, and one vendor transforms instead of switching
CV Research via CK Capital — AI power loss scales with current squared, not watts, and one vendor transforms instead of switching
The AI Money Went Into the Ecosystem, Not Into Nvidia
Market signal state changed.
r/wallstreetbets — Meta's Louisiana data center to surpass $250B price tag
r/wallstreetbets — Meta's Louisiana data center to surpass $250B price tag
Feed generated 2026-10-09.