Watchlist / thebuildout-high-speed-pcbs-server-networking

watchlist

Watchlist / thebuildout-high-speed-pcbs-server-networking

current roster plus event stream

symbols 3 events 122 latest

TheBuildout · High-Speed PCBs (Server/Networking Grade) — their curated supply-chain list (https://thebuildout.ai/lists/high-speed-pcbs-server-networking), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 3 of 21 visible / 58 total (37 pro-gated; 18 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 122 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 -15.2%-18.5%-27.4%-28.5%+22.5%
SPY -1.2%-1.0%-1.2%+3.5%+14.4%
Δ -14.0%-17.5%-26.2%-32.0%+8.1%

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

30D breadth 0/3 up

trend: 0 up · 0 flat · 3 down · avg RSI 28 · 0% above SMA200 · covered 3/3

contributors

APH-3.9pp-11.8%
SANM-9.5pp-28.4%
TTMI-14.0pp-42.0%

Holdings

APH $73.07 -11.8% 30d coming into play TTMI $73.89 -42.0% 30d retreating SANM $154.47 -28.4% 30d retreating
APH $73.07 -7.7% -11.8% -7.2% +13.3% 29 coming into play -18.8%
SANM $154.47 -10.2% -28.4% -29.3% +21.4% 26 retreating -46.5%
TTMI $73.89 -27.7% -42.0% -49.0% +32.7% 28 retreating -67.0%

Feed generated 2026-10-23.