Jan 27 '27
Watchlist / tech
watchlist
Watchlist / tech
current roster plus event stream
symbols 7 events 694 latest
Big Tech
Showing 120 of 694 events.
| 1D | 7D | 30D | 3M | 1Y | |
|---|---|---|---|---|---|
| cohort | -2.6% | -4.1% | -2.8% | +10.6% | +19.4% |
| SPY | -1.2% | -1.0% | -1.2% | +3.5% | +14.4% |
| Δ | -1.4% | -3.1% | -1.6% | +7.1% | +5.0% |
equal-weight · buy-and-hold from window start, no rebalancing · 3M+ windows are a current-roster backcast.
30D breadth 3/7 up
trend: 3 up · 0 flat · 4 down · avg RSI 45 · 86% above SMA200 · covered 7/7
Holdings
Nov 2
Oct 29
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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
Oct 21
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
Semafor - AI infrastructure debt costs soar: Oracle's debt rated just above junk, Microsoft's AAA protection up 25%
Semafor - AI infrastructure debt costs soar: Oracle's debt rated just above junk, Microsoft's AAA protection up 25%
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
Oct 16
Oct 16
Oct 15
Oct 14
Satya Nadella — Maia becomes Microsoft's primary inference system at multi-gigawatt scale starting next calendar year
Satya Nadella — Maia becomes Microsoft's primary inference system at multi-gigawatt scale starting next calendar year
Oct 13
Oct 13
Oct 12
Oct 12
Oct 9
Oct 9
Oct 9
Oct 8
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
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
Oct 2
Oct 1
Sep 30
Sep 30
Sep 29
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.