Watchlist / thebuildout-nand-flash-memory

watchlist

Watchlist / thebuildout-nand-flash-memory

current roster plus event stream

symbols 5 events 590 latest

TheBuildout · NAND Flash Memory — their curated supply-chain list (https://thebuildout.ai/lists/nand-flash-memory), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 5 of 13 visible / 56 total (43 pro-gated; 8 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 590 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 -7.0%-6.9%-20.8%-11.8%+320.2%
SPY -1.2%-1.0%-1.2%+3.5%+14.4%
Δ -5.8%-5.9%-19.6%-15.3%+305.8%

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

30D breadth 0/5 up

trend: 0 up · 1 flat · 4 down · avg RSI 36 · 75% above SMA200 · covered 5/5

contributors

MCHP-0.3pp-1.7%
MRVL-3.0pp-14.8%
MU-4.4pp-21.9%
SKHY-6.5pp-32.6%
SNDK-6.6pp-33.2%

Holdings

MU $856.49 -21.9% 30d coming into play SKHY $131.69 -32.6% 30d too-young SNDK $1,260.93 -33.2% 30d coming into play MRVL $223.47 -14.8% 30d coming into play MCHP $74.52 -1.7% 30d coming into play
MCHP $74.52 -3.4% -1.7% -8.4% +15.5% 47 coming into play -29.6%
MRVL $223.47 -8.7% -14.8% +6.8% +175.7% 38 coming into play -32.3%
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%
SNDK $1260.93 -8.5% -33.2% -21.7% +758.1% 31 coming into play -46.4%

Feed generated 2026-10-23.