Watchlist / thebuildout-dram-memory

watchlist

Watchlist / thebuildout-dram-memory

current roster plus event stream

symbols 4 events 365 latest

TheBuildout · DRAM Memory — their curated supply-chain list (https://thebuildout.ai/lists/dram-memory), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 4 of 11 visible / 37 total (26 pro-gated; 7 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 365 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%-8.2%-23.2%-19.5%+120.6%
SPY -1.2%-1.0%-1.2%+3.5%+14.4%
Δ -6.2%-7.2%-22.0%-23.0%+106.2%

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

30D breadth 0/4 up

trend: 0 up · 1 flat · 3 down · avg RSI 33 · 33% above SMA200 · covered 4/4

contributors

RMBSE-4.6pp-18.5%
IFNNY-5.0pp-19.9%
MU-5.5pp-21.9%
SKHY-8.1pp-32.6%

Holdings

MU $856.49 -21.9% 30d coming into play SKHY $131.69 -32.6% 30d too-young IFNNY $55.41 -19.9% 30d retreating RMBS $85.73 -18.5% 30d retreating
RMBSE $85.73 -7.6% -18.5% -16.9% -9.2% 37 retreating -50.8%
IFNNY $55.41 -7.7% -19.9% -25.2% +39.6% 32 retreating -46.4%
MU $856.49 -6.3% -21.9% -13.5% +331.6% 35 coming into play -31.8%
SKHY $131.69 -8.1% -32.6% -22.3% — 30 neutral -34.1%

Feed generated 2026-10-23.