Watchlist / thebuildout-data-center-networking-silicon

watchlist

Watchlist / thebuildout-data-center-networking-silicon

current roster plus event stream

symbols 16 events 876 latest

TheBuildout · Data Center Networking Silicon — their curated supply-chain list (https://thebuildout.ai/lists/data-center-networking-silicon), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 16 of 21 visible / 40 total (19 pro-gated; 5 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 876 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 -8.4%-8.9%-17.1%-12.9%+81.0%
SPY -1.2%-1.0%-1.2%+3.5%+14.4%
Δ -7.2%-7.9%-15.9%-16.4%+66.6%

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

30D breadth 0/16 up

trend: 0 up · 0 flat · 16 down · avg RSI 37 · 44% above SMA200 · covered 16/16

contributors

CSCO-0.1pp-1.5%
MCHP-0.1pp-1.7%
NVDA-0.5pp-7.3%
AVGO-0.7pp-11.3%
CIEN-0.8pp-12.5%

detractors

COHR-2.1pp-33.0%
INTC-1.9pp-31.0%
ALAB-1.8pp-29.1%
SMTC-1.8pp-28.2%
LITE-1.3pp-20.4%

Holdings

NVDA $212.21 -7.3% 30d in trend AVGO $323.24 -11.3% 30d coming into play AMD $507.93 -18.6% 30d coming into play INTC $85.49 -31.0% 30d coming into play CSCO $104.89 -1.5% 30d coming into play MRVL $223.47 -14.8% 30d coming into play QCOM $172.83 -12.8% 30d coming into play LITE $752.54 -20.4% 30d coming into play COHR $207.82 -33.0% 30d retreating CIEN $322.64 -12.5% 30d retreating ALAB $257.82 -29.1% 30d coming into play CRDO $162.77 -15.5% 30d retreating MCHP $74.52 -1.7% 30d coming into play MTSI $229.73 -17.9% 30d retreating SMTC $125.12 -28.2% 30d coming into play RMBS $85.73 -18.5% 30d retreating
CSCO $104.89 -2.2% -1.5% -7.0% +48.4% 38 coming into play -19.5%
MCHP $74.52 -3.4% -1.7% -8.4% +15.5% 47 coming into play -29.6%
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%
CIEN $322.64 -10.7% -12.5% -20.8% +96.2% 40 retreating -49.4%
QCOM $172.83 -2.9% -12.8% +1.0% +2.1% 45 coming into play -33.5%
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%
RMBSE $85.73 -7.6% -18.5% -16.9% -9.2% 37 retreating -50.8%
AMD $507.93 -8.1% -18.6% -5.9% +120.6% 37 coming into play -22.9%
LITE $752.54 -11.5% -20.4% -9.7% +376.1% 34 coming into play -34.2%
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%
INTC $85.49 -8.0% -31.0% -14.7% +131.6% 31 coming into play -39.9%
COHR $207.82 -12.5% -33.0% -33.6% +80.1% 30 retreating -52.8%

Feed generated 2026-10-23.