Watchlist / thebuildout-space-data-centers-orbital-compute

watchlist

Watchlist / thebuildout-space-data-centers-orbital-compute

current roster plus event stream

symbols 6 events 635 latest

TheBuildout · Space Data Centers & Orbital Compute — their curated supply-chain list (https://thebuildout.ai/lists/space-data-centers-orbital-compute), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 6 of 10 visible / 41 total (31 pro-gated; 4 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 635 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 -4.1%-1.5%-3.9%+9.1%+37.6%
SPY -1.2%-1.0%-1.2%+3.5%+14.4%
Δ -2.9%-0.5%-2.7%+5.7%+23.2%

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

30D breadth 1/6 up

trend: 1 up · 1 flat · 4 down · avg RSI 46 · 60% above SMA200 · covered 6/6

contributors

IBM+1.5pp+9.0%
MCHP-0.3pp-1.7%
SPCX-1.1pp-6.4%
NVDA-1.2pp-7.3%
GOOG-1.3pp-7.7%

detractors

HPE-1.5pp-9.1%

Holdings

NVDA $212.21 -7.3% 30d in trend GOOG $320.76 -7.7% 30d coming into play SPCX $144.75 -6.4% 30d too-young IBM $252.11 +9.0% 30d coming into play HPE $55.47 -9.1% 30d coming into play MCHP $74.52 -1.7% 30d coming into play
IBM $252.11 +0.3% +9.0% +22.0% -12.3% 70 coming into play -24.2%
MCHP $74.52 -3.4% -1.7% -8.4% +15.5% 47 coming into play -29.6%
SPCX $144.75 -9.1% -6.4% +22.4% — 44 neutral -35.9%
NVDA $212.21 -4.4% -7.3% +1.6% +17.7% 39 in trend -12.8%
GOOG $320.76 -3.1% -7.7% +0.8% +27.0% 33 coming into play -20.7%
HPE $55.47 -4.6% -9.1% +16.4% +140.2% 40 coming into play -24.6%

Feed generated 2026-10-23.