Where the basket ranks among 30 US sectors right now, how broad the move is, and which names make up the basket.
Showing the after hours, on the 4pm close basis. Updates every few minutes during the session, 4pm close after hours.
Ranked next to it right now: Robotics -0.97% #27 · Biotech Momentum -1.05% #28 · Memory and Storage -2.13% #30
12 names, one share class per company. The roster is versioned, so every rank ever published for this basket points at a known list of names.
| •••• | -2.16% |
| •••• | -2.05% |
| •••• | -1.80% |
The names behind the moves are for members.
GPU cloud providers, former bitcoin miners that converted to AI hosting, and the data center landlords. The group sells compute by the hour or the megawatt and trades on contract announcements and capacity. It is the picks and shovels basket for AI demand.
Twelve names from GPU clouds and converted miners to the data center landlords. The landlords move slowly and the GPU clouds move fast, so a high rank with the landlords flat is the speculative half. Nine or more green is the data center theme itself.
Every basket is scored on its average move and its breadth against the other 29, every few minutes during the session and again at the 4pm close. The rank is the basket’s place in that list. It comes from the tape itself, not from headlines, so rotation shows up here before it is written about.
12 names, one share class per company: ORCL (Oracle), CRWV (CoreWeave), NBIS (Nebius Group), IREN (IREN LIMITED), CIFR (Cipher Digital), APLD (Applied Digital), CORZ (Core Scientific), WULF (TeraWulf), KEEL (Keel Infrastructure), EQIX (Equinix), DLR (Digital Realty Trust), CSQR (Csquare). The roster is versioned, so every rank the board publishes for the basket points at a known list of names.
Right now the basket is down 1.06% on the 4pm close, ranked 29 of 30 US sector baskets, with 1 of 12 names green. The numbers on this page update every few minutes during the session.
Every basket is scored on its average move and its breadth against the other 29, every few minutes during the session and again at the 4pm close. The rank is the basket’s place in that list. It comes from the tape itself, not from headlines, so rotation shows up here before it is written about.
This page shows the three biggest moves inside the basket today without naming the stocks. Members see every name in rank order, which one is leading and which has not moved, and the alerts when a name crosses a level on real volume.