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Industries

Communication Equipment

Technology
#96 of 100▲2·7 names·$676BRanked by 1M vs S&P 500
1D
-2.5%
vs S&P -2.1%
1W
+6.3%
vs S&P +3.7%
1M
-11.9%
vs S&P -9.6%
3M
-18.5%
vs S&P -16.1%
Breadth
14%
of names above their 50-day average

Thesis reaching here

Spending on AI data centers keeps orders flowing to suppliers of chips, network gear, cables and chipmaking tools142 sourcesLITE CIEN

7 names in this industry

S&P 500Reference1D -0.4%1W +2.6%1M -2.3%3M -2.4%

MSIMotorola Solutions, Inc.
+0.2%+3.2%+16.4%+16.2%
BDCBelden Inc.
-0.3%+4.1%-2.2%-26.0%
CSCOCisco Systems, Inc.
-6.2%+1.9%-12.9%-15.3%
ZBRAZebra Technologies Corporation
+1.9%+0.6%-14.2%-12.7%
HPEHewlett Packard Enterprise Company
-3.7%+7.9%-17.6%-16.2%
CIENCiena Corporation
-4.6%+15.3%-21.3%-37.0%
LITELumentum Holdings Inc.
-4.5%+10.8%-31.4%-38.4%

6 recent connections

Nov 11CoreWeave finds new ways to fund its buildout, which keeps orders flowing to Nvidia and MicronLITEAug 4Chinese Data Center Device Ban Creates Moat for US Optical Interconnect Mid-CapsLITE CIENJul 24Nokia's AI Network Surge Exposes Underpriced US Optical Transport Mid-CapsLITE CIENJun 1Long HPE after full-year profit outlook beats estimatesHPEMay 28Marvell's AI Custom-Chip Surge Is a Hidden Tailwind for Optical Interconnect SuppliersLITE CIENMay 14Cisco's AI Networking Beat Signals Infrastructure Layer Repricing, Not Just Hyperscaler HypeLITE

Adjacent

Computer HardwareElectrical Equipment & PartsElectronic ComponentsScientific & Technical InstrumentsSemiconductor Equipment & MaterialsSemiconductorsSpecialty Industrial Machinery

Adjacency is derived from our own theses, never from price correlation.

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