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Industries

Computer Hardware

Technology
#100 of 100·7 names·$1.1TRanked by 1M vs S&P 500
1D
-3.5%
vs S&P -3.1%
1W
+7.1%
vs S&P +4.5%
1M
-18.0%
vs S&P -15.8%
3M
-28.9%
vs S&P -26.6%
Breadth
14%
of names above their 50-day average

2 theses reaching here

Spending on AI data centers keeps orders flowing to suppliers of chips, network gear, cables and chipmaking tools142 sourcesANET SMCIA memory chip shortage likely to last into 2027-2028 helps memory makers and their equipment suppliers most35 sourcesHPQ

7 names in this industry

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

ANETArista Networks, Inc.
-4.5%+15.5%+6.3%-2.2%
HPQHP Inc.
+1.7%+3.2%-4.8%-0.1%
WDCWestern Digital Corporation
-5.0%+12.1%-17.1%-44.8%
SMCISuper Micro Computer, Inc.
-0.4%-6.6%-23.4%-29.8%
STXSeagate Technology Holdings plc
-3.1%+14.6%-23.5%-46.9%
DELLDell Technologies Inc.
-7.2%+4.9%-27.2%-28.2%
SNDKSandisk Corporation
-5.6%+6.0%-36.6%-50.5%

12 recent connections

Oct 30Intel's weak PC outlook points to fewer laptop sales for HP and DellDELL HPQOct 15Hot inflation and CoreWeave's bond slump cloud AI server and chip sales at Super Micro and NvidiaSMCIOct 8Samsung's record $80 billion profit points to continuing memory cost pressure for PC maker HPHPQOct 1A lower Anthropic valuation could steer AI money to Nvidia, Arista and Applied MaterialsANETSep 1Dell's $95B AI Server Backlog at +100% YoY Implicates SMCI's Untouched Order BookSMCIAug 31Perplexity's Agentic AI Revenue Surge Signals Inference Infra Bottleneck — Not NvidiaANETAug 16US AI Alliance Push Forces Emerging-Market Cloud Buildout—Long US Hyperscaler Infrastructure SuppliersANETJul 18Chinese Open-Source AI Surge Forces US Inference Infra Spend HigherANETJul 14Chinese AI Cost Disruption Forces US Cloud Giants to Compete on Margin — Long Infrastructure Picks Up the SlackANETJun 29China AI Parity Narrative Punishes US AI Infrastructure More Than WarrantedANETJun 1AI IPO Wave Forces Cloud Hyperscalers Into Defensive Moat-Building Spending SpreeANETMay 28Snowflake's AWS Mega-Deal Signals Hyperscaler Data-Layer War — Long Storage Infrastructure PicksANET

Adjacent

Communication EquipmentElectrical Equipment & PartsElectronic ComponentsScientific & Technical InstrumentsSemiconductor Equipment & MaterialsSemiconductorsSpecialty Industrial Machinery

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

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