Jan 27 '27
Watchlist / faang
watchlist
Watchlist / faang
current roster plus event stream
symbols 5 events 618 latest
FAANG - Facebook (Meta), Apple, Amazon, Netflix, Google
Showing 120 of 618 events.
| 1D | 7D | 30D | 3M | 1Y | |
|---|---|---|---|---|---|
| cohort | -2.1% | -5.3% | -5.2% | +4.4% | +5.4% |
| SPY | -1.2% | -1.0% | -1.2% | +3.5% | +14.4% |
| Δ | -0.9% | -4.3% | -4.0% | +0.9% | -9.0% |
equal-weight · buy-and-hold from window start, no rebalancing · 3M+ windows are a current-roster backcast.
30D breadth 1/5 up
trend: 1 up · 0 flat · 4 down · avg RSI 44 · 60% above SMA200 · covered 5/5
Holdings
Jan 19 '27
Nov 2
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Oct 28
Oct 28
KawzInvests — IDC: Q3 smartphone shipments fell 22%, the worst on record, as memory costs rose about 350%
KawzInvests — IDC: Q3 smartphone shipments fell 22%, the worst on record, as memory costs rose about 350%
KawzInvests — Anthropic's compute bill fell to about 55 cents per revenue dollar, but $450B of mostly non-cancelable cloud deals need $82–116B a year in sales
KawzInvests — Anthropic's compute bill fell to about 55 cents per revenue dollar, but $450B of mostly non-cancelable cloud deals need $82–116B a year in sales
Oct 22
Oct 21
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Oct 19
Serenity - KeyBanc checks: Google discussing memory supply agreements through 2035, Samsung 70% allocated through 2031
Serenity - KeyBanc checks: Google discussing memory supply agreements through 2035, Samsung 70% allocated through 2031
SemiAnalysis - Neoclouds refused GTC Berlin access after adding AMD GPUs and TPUs
SemiAnalysis - Neoclouds refused GTC Berlin access after adding AMD GPUs and TPUs
Oct 16
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Oct 7
MarketWatch — Google's new Constellation nuclear deal equals the output of a new reactor
MarketWatch — Google's new Constellation nuclear deal equals the output of a new reactor
Oct 6
Oct 6
Oct 5
Oct 5
SemiAnalysis — Google's GPU cloud climbs to Gold in ClusterMAX, but CoreWeave and Nebius are still the Platinum names it holds up as the bar
SemiAnalysis — Google's GPU cloud climbs to Gold in ClusterMAX, but CoreWeave and Nebius are still the Platinum names it holds up as the bar
Oct 2
Oct 2
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Oct 1
Sep 30
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Sep 28
CNBC — Meta recruits MongoDB CEO to build its enterprise platform
CNBC — Meta recruits MongoDB CEO to build its enterprise platform
Sep 28
Sep 28
Citrini — 738 controlled tests point to a bigger Fastly role in Meta Muse traffic than analysts have priced
Citrini — 738 controlled tests point to a bigger Fastly role in Meta Muse traffic than analysts have priced
Sep 25
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Feed generated 2026-10-23.