Watchlist / thebuildout-space-data-centers-orbital-compute

watchlist

Watchlist / thebuildout-space-data-centers-orbital-compute

current roster plus event stream

symbols 6 events 604 latest

TheBuildout · Space Data Centers & Orbital Compute — their curated supply-chain list (https://thebuildout.ai/lists/space-data-centers-orbital-compute), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 6 of 10 visible / 41 total (31 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 604 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 +0.9%+0.6%+6.9%+5.7%+47.2%
SPY +0.6%+1.2%+2.1%+3.1%+16.0%
Δ +0.3%-0.6%+4.8%+2.6%+31.2%

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

30D breadth 5/6 up

trend: 3 up · 1 flat · 2 down · avg RSI 56 · 60% above SMA200 · covered 6/6

contributors

HPE+4.1pp+24.7%
SPCX+1.7pp+10.2%
GOOG+1.0pp+5.9%
MCHP+0.6pp+3.5%
NVDA+0.4pp+2.5%

detractors

IBM-0.9pp-5.3%

Holdings

NVDA $229.28 +2.5% 30d in trend GOOG $347.86 +5.9% 30d coming into play SPCX $162.57 +10.2% 30d too-young IBM $227.13 -5.3% 30d retreating HPE $73.46 +24.7% 30d in trend MCHP $75.55 +3.5% 30d coming into play
HPE $73.46 +3.5% +24.7% +51.3% +179.8% 71 in trend -0.1%
SPCX $162.57 +1.3% +10.2% +11.9% — 58 neutral -27.9%
GOOG $347.86 +0.9% +5.9% -2.0% +43.6% 56 coming into play -14.0%
MCHP $75.55 +0.0% +3.5% -14.7% +14.7% 47 coming into play -28.7%
NVDA $229.28 -0.5% +2.5% +8.7% +19.1% 53 in trend -5.8%
IBM $227.13 +0.2% -5.3% -21.0% -21.2% 48 retreating -31.7%

Feed generated 2026-10-09.