CPU Shortage Supply Chain — Datacenter CPU Allocation + ABF Substrate Bottleneck

perspective

CPU Shortage Supply Chain — Datacenter CPU Allocation + ABF Substrate Bottleneck

archived thesis

status closed scan-mentioned tickers 91 events 17 latest
47d agoas of
AAL $12.60 -7.4% 30d retreating AAPL $348.22 +2.5% 30d coming into play ALAB $257.82 -29.1% 30d coming into play AMAT $375.58 -20.5% 30d retreating AMD $507.93 -18.6% 30d coming into play AMKR $39.05 -28.5% 30d retreating AMZN $250.38 -1.8% 30d in trend ASHR $30.44 -10.9% 30d coming into play ASML $1,560.54 -10.7% 30d coming into play ASX $37.74 -16.5% 30d coming into play AVGO $323.24 -11.3% 30d coming into play BABA $101.82 -12.5% 30d retreating BE $217.77 -21.3% 30d coming into play BEAM $24.56 -5.3% 30d retreating CCJ $78.93 -16.6% 30d retreating CEG $255.21 -3.1% 30d coming into play CLSK $8.15 -46.2% 30d retreating COHR $207.82 -33.0% 30d retreating COP $145.63 +16.3% 30d in trend CRDO $162.77 -15.5% 30d retreating CROX $120.99 -2.9% 30d coming into play CRWD $237.94 -4.8% 30d coming into play CVX $226.68 +12.0% 30d in trend DAL $79.26 -5.5% 30d coming into play DD $135.10 +2.5% 30d coming into play DHR $229.75 +3.9% 30d in trend DIA $527.89 +1.9% 30d coming into play DPZ $317.70 +6.9% 30d retreating ENTG $128.31 -15.1% 30d coming into play FTNT $172.98 -0.7% 30d coming into play FXI $32.45 -7.3% 30d coming into play GE $293.54 -8.0% 30d coming into play GLD $369.00 -7.8% 30d coming into play GOOGL $324.22 -7.7% 30d coming into play HAL $33.19 +1.0% 30d coming into play IQV $278.32 +3.0% 30d in trend IWM $276.67 -3.7% 30d retreating JCI $143.00 -2.4% 30d coming into play JETS $26.77 -8.1% 30d coming into play KLAC $147.83 -21.5% 30d retreating KWEB $23.21 -8.5% 30d retreating KYMR $110.85 -9.2% 30d coming into play LEU $104.15 -34.0% 30d retreating LITE $752.54 -20.4% 30d coming into play LRCX $230.15 -26.0% 30d retreating LULU $104.06 +0.3% 30d retreating MARA $7.25 -46.8% 30d retreating MEDP $653.96 +3.8% 30d in trend
Show all 91 ticker links
$AAL$AAPL$ALAB$AMAT$AMD$AMKR$AMZN$ASHR$ASML$ASX$AVGO$BABA$BE$BEAM$CCJ$CEG$CLSK$COHR$COP$CRDO$CROX$CRWD$CVX$DAL$DD$DHR$DIA$DPZ$ENTG$FTNT$FXI$GE$GLD$GOOGL$HAL$IQV$IWM$JCI$JETS$KLAC$KWEB$KYMR$LEU$LITE$LRCX$LULU$MARA$MEDP$MPWR$MRNA$MRVL$MSFT$MSTR$MTUM$MU$NKE$NTAP$NVDA$OIH$OKTA$PANW$PLTR$QQQ$RIOT$RSP$SBUX$SLB$SLV$SNDK$SPY$STX$TER$TLN$TLT$TMO$TSLA$TWST$USO$UUP$VIXY$VST$VTI$VTV$WDC$XBI$XLC$XLE$XLI$XLK$XOM$ZS

The Thread

The thesis as it unfolds — by source type (the symbol grid above is the current state).

Recent Shifts

4

Captures

1

Calendar & Lifecycle

12