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: Whole Rack -0.88% #24 · Semi Architecture -0.90% #25 · Robotics -0.91% #27 · Biotech Momentum -0.97% #28
10 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.
| •••• | -2.31% |
| •••• | -1.81% |
| •••• | -1.57% |
The names behind the moves are for members.
Optical networking and photonics, the lasers, transceivers and fiber components that connect AI clusters, plus inference focused compute. The names are smaller and more volatile than the rack builders and tend to amplify whatever the AI infrastructure tape is doing.
Ten smaller names that amplify the AI infrastructure tape. Breadth here is noisy: single names gap on orders and guidance, so one of ten moving a lot is common and means little for the group. Seven or more green together is the read that the interconnect trade is on.
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.
10 names, one share class per company: COHR (Coherent), LITE (Lumentum Holdings), FN (Fabrinet), CRDO (Credo Technology Group Holding), IPGP (IPG Photonics), AAOI (Applied Optoelectronics), POET (POET Technologies), GLW (Corning Incorporated), AXTI (AXT), NOK (Nokia Corporation Sponsored). 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 0.91% on the 4pm close, ranked 26 of 30 US sector baskets, with 2 of 10 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.