Watchlist / thebuildout-leading-edge-logic-foundries

watchlist

Watchlist / thebuildout-leading-edge-logic-foundries

current roster plus event stream

symbols 2 events 355 latest

TheBuildout · Leading-Edge Logic Foundries — their curated supply-chain list (https://thebuildout.ai/lists/leading-edge-logic-foundries), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 2 of 5 visible / 6 total (1 pro-gated; 3 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 355 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 -6.3%-6.3%-19.9%-7.7%+87.1%
SPY -1.2%-1.0%-1.2%+3.5%+14.4%
Δ -5.1%-5.3%-18.7%-11.2%+72.7%

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

30D breadth 0/2 up

trend: 0 up · 0 flat · 2 down · avg RSI 34 · 50% above SMA200 · covered 2/2

contributors

TSM-4.4pp-8.8%
INTC-15.5pp-31.0%

Holdings

TSM $412.35 -8.8% 30d coming into play INTC $85.49 -31.0% 30d coming into play
TSM $412.35 -4.5% -8.8% -0.8% +42.7% 38 coming into play -15.4%
INTC $85.49 -8.0% -31.0% -14.7% +131.6% 31 coming into play -39.9%

Feed generated 2026-10-23.