Watchlist / thebuildout-data-center-fiber-high-speed-cabling

watchlist

Watchlist / thebuildout-data-center-fiber-high-speed-cabling

current roster plus event stream

symbols 15 events 822 latest

TheBuildout · Data Center Fiber & High-Speed Cabling — their curated supply-chain list (https://thebuildout.ai/lists/data-center-fiber-high-speed-cabling), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 16 of 30 visible / 75 total (45 pro-gated; 14 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 822 events.

Cumulative return since Sep 21 — both lines start at 0%, so the gap between them IS the out/under-performance. Hover for daily values.
1D7D30D3M1Y
cohort -9.1%-11.0%-19.0%-16.7%+72.2%
SPY -1.2%-1.0%-1.2%+3.5%+14.4%
Δ -7.9%-9.9%-17.8%-20.2%+57.8%

equal-weight · buy-and-hold from window start, no rebalancing · 3M+ windows are a current-roster backcast.

30D breadth 0/15 up

trend: 0 up · 0 flat · 15 down · avg RSI 34 · 27% above SMA200 · covered 15/15

contributors

TEL-0.2pp-2.4%
NVDA-0.5pp-7.3%
AVGO-0.8pp-11.3%
APH-0.8pp-11.8%
JBL-0.9pp-13.4%

detractors

AAOI-2.4pp-36.4%
COHR-2.2pp-33.0%
ALAB-1.9pp-29.1%
SMTC-1.9pp-28.2%
GLW-1.5pp-22.4%

Holdings

NVDA $212.21 -7.3% 30d in trend AVGO $323.24 -11.3% 30d coming into play APH $73.07 -11.8% 30d coming into play MRVL $223.47 -14.8% 30d coming into play GLW $123.99 -22.4% 30d retreating LITE $752.54 -20.4% 30d coming into play COHR $207.82 -33.0% 30d retreating TEL $208.42 -2.4% 30d coming into play ALAB $257.82 -29.1% 30d coming into play CRDO $162.77 -15.5% 30d retreating JBL $267.41 -13.4% 30d coming into play MTSI $229.73 -17.9% 30d retreating FN $317.67 -21.3% 30d retreating SMTC $125.12 -28.2% 30d coming into play AAOI $68.07 -36.4% 30d retreating
TEL $208.42 -2.6% -2.4% +4.8% -9.0% 43 coming into play -17.5%
NVDA $212.21 -4.4% -7.3% +1.6% +17.7% 39 in trend -12.8%
AVGO $323.24 -4.3% -11.3% -17.6% -5.0% 35 coming into play -34.7%
APH $73.07 -7.7% -11.8% -7.2% +13.3% 29 coming into play -18.8%
JBL $267.41 -4.8% -13.4% -17.0% +34.5% 35 coming into play -37.7%
MRVL $223.47 -8.7% -14.8% +6.8% +175.7% 38 coming into play -32.3%
CRDO $162.77 -10.7% -15.5% -31.2% +18.6% 37 retreating -47.3%
MTSI $229.73 -15.9% -17.9% -18.8% +69.0% 34 retreating -45.2%
LITE $752.54 -11.5% -20.4% -9.7% +376.1% 34 coming into play -34.2%
FN $317.67 -10.8% -21.3% -38.6% -20.6% 27 retreating -57.6%
GLW $123.99 -8.1% -22.4% -20.6% +47.4% 33 retreating -54.4%
SMTC $125.12 -11.7% -28.2% -9.8% +92.1% 33 coming into play -38.1%
ALAB $257.82 -11.1% -29.1% -21.1% +66.5% 32 coming into play -48.4%
COHR $207.82 -12.5% -33.0% -33.6% +80.1% 30 retreating -52.8%
AAOI $68.07 -12.0% -36.4% -39.2% +127.0% 31 retreating -70.9%

Feed generated 2026-10-23.