Nov 4
Watchlist / thebuildout-abf-substrates
watchlist
Watchlist / thebuildout-abf-substrates
current roster plus event stream
symbols 1 events 87 latest
TheBuildout · ABF Substrates — their curated supply-chain list (https://thebuildout.ai/lists/abf-substrates), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 2 of 12 visible / 27 total (15 pro-gated; 10 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.
| 1D | 7D | 30D | 3M | 1Y | |
|---|---|---|---|---|---|
| cohort | -27.7% | -27.1% | -42.0% | -49.0% | +32.7% |
| SPY | -1.2% | -1.0% | -1.2% | +3.5% | +14.4% |
| Δ | -26.5% | -26.1% | -40.8% | -52.5% | +18.3% |
equal-weight · buy-and-hold from window start, no rebalancing · 3M+ windows are a current-roster backcast.
30D breadth 0/1 up
trend: 0 up · 0 flat · 1 down · avg RSI 28 · 0% above SMA200 · covered 1/1
contributors
Holdings
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SemiAnalysis — the AI trade's third derivative is ABF substrate equipment, chemistry and film, not the substrate makers
SemiAnalysis — the AI trade's third derivative is ABF substrate equipment, chemistry and film, not the substrate makers
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Feed generated 2026-10-23.