Watchlist / thebuildout-autonomous-vehicles-self-driving
Watchlist / thebuildout-autonomous-vehicles-self-driving
current roster plus event stream
TheBuildout · Autonomous Vehicles & Self-Driving — their curated supply-chain list (https://thebuildout.ai/lists/autonomous-vehicles-self-driving), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 23 of 34 visible / 115 total (80 pro-gated; 11 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 899 events.
| 1D | 7D | 30D | 3M | 1Y | |
|---|---|---|---|---|---|
| cohort | -3.0% | -3.6% | -8.1% | -8.3% | +15.7% |
| SPY | -1.2% | -1.0% | -1.2% | +3.5% | +14.4% |
| Δ | -1.8% | -2.6% | -6.9% | -11.8% | +1.3% |
equal-weight · buy-and-hold from window start, no rebalancing · 3M+ windows are a current-roster backcast.
trend: 4 up · 0 flat · 17 down · avg RSI 41 · 33% above SMA200 · covered 21/21
Holdings
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%
dylan (@demian_ai) — Nvidia's GTC Berlin supplier release puts dates on packaging, test and substrate ramps, and the orders move a year ahead of capacity
dylan (@demian_ai) — Nvidia's GTC Berlin supplier release puts dates on packaging, test and substrate ramps, and the orders move a year ahead of capacity
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
Markos - Neocloud systemic risk is the B/C-tier wave borrowing against weak contracts, not the big names
Markos - Neocloud systemic risk is the B/C-tier wave borrowing against weak contracts, not the big names
Photon Capital - TSMC 3Q26: revenue +41% YoY, 4Q guide about +14% QoQ, capital spending held at $60-64B, N2 capacity to double in 2027
Photon Capital - TSMC 3Q26: revenue +41% YoY, 4Q guide about +14% QoQ, capital spending held at $60-64B, N2 capacity to double in 2027
SemiAnalysis - Neoclouds refused GTC Berlin access after adding AMD GPUs and TPUs
SemiAnalysis - Neoclouds refused GTC Berlin access after adding AMD GPUs and TPUs
Feed generated 2026-10-23.