Watchlist / thebuildout-data-center-switch-nic-vendors

watchlist

Watchlist / thebuildout-data-center-switch-nic-vendors

current roster plus event stream

symbols 13 events 852 latest

TheBuildout · Data Center Switch & NIC Vendors — their curated supply-chain list (https://thebuildout.ai/lists/data-center-switch-nic-vendors), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 13 of 24 visible / 60 total (36 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 852 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 -7.4%-8.0%-16.2%-5.5%+73.0%
SPY -1.2%-1.0%-1.2%+3.5%+14.4%
Δ -6.3%-7.0%-15.0%-9.0%+58.6%

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

30D breadth 0/13 up

trend: 0 up · 0 flat · 13 down · avg RSI 36 · 62% above SMA200 · covered 13/13

contributors

CSCO-0.1pp-1.5%
NVDA-0.6pp-7.3%
HPE-0.7pp-9.1%
AVGO-0.9pp-11.3%
CIEN-1.0pp-12.5%

detractors

INTC-2.4pp-31.0%
NOK-2.1pp-27.2%
CLSE-1.9pp-24.4%
SMCI-1.4pp-18.8%
AMD-1.4pp-18.6%

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 DELL $452.95 -17.5% 30d coming into play ANET $171.07 -16.6% 30d coming into play MRVL $223.47 -14.8% 30d coming into play HPE $55.47 -9.1% 30d coming into play NOK $7.88 -27.2% 30d retreating CIEN $322.64 -12.5% 30d retreating CLS $269.01 -24.4% 30d retreating SMCI $33.72 -18.8% 30d retreating
CSCO $104.89 -2.2% -1.5% -7.0% +48.4% 38 coming into play -19.5%
NVDA $212.21 -4.4% -7.3% +1.6% +17.7% 39 in trend -12.8%
HPE $55.47 -4.6% -9.1% +16.4% +140.2% 40 coming into play -24.6%
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%
MRVL $223.47 -8.7% -14.8% +6.8% +175.7% 38 coming into play -32.3%
ANET $171.07 -7.2% -16.6% -3.1% +16.7% 32 coming into play -21.3%
DELL $452.95 -6.8% -17.5% +3.1% +201.7% 37 coming into play -23.9%
AMD $507.93 -8.1% -18.6% -5.9% +120.6% 37 coming into play -22.9%
SMCI $33.72 -5.2% -18.8% +8.1% -35.8% 40 retreating -38.2%
CLSE $269.01 -11.7% -24.4% -19.6% -0.7% 30 retreating -43.3%
NOK $7.88 -14.8% -27.2% -19.0% +42.0% 29 retreating -54.8%
INTC $85.49 -8.0% -31.0% -14.7% +131.6% 31 coming into play -39.9%

Feed generated 2026-10-23.