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: Space -0.65% #22 · Bitcoin Miners -0.70% #23 · Semi Architecture -0.90% #25 · Optical and Inference -0.91% #26
9 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.
| •••• | -1.67% |
| •••• | -1.55% |
| •••• | -1.31% |
The names behind the moves are for members.
The companies that build and ship whole AI compute racks: the GPU designer, the server makers, the networking, the cooling and the interconnect. They rise and fall together on one question, how much data center capacity gets ordered this quarter. The basket holds one share class per company and is versioned, so the same names sit behind every rank the board publishes for it.
Nine names, so seven or eight green reads as the whole rack trade working, and three of nine is usually one supplier moving on its own news. The GPU designer is a large share of the basket, so a day when it moves and the server and networking names do not is the tell that the group is not confirming.
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.
9 names, one share class per company: NVDA (NVIDIA), CBRS (Cerebras Systems), DELL (Dell Technologies), SMCI (Super Micro Computer), HPE (Hewlett Packard Enterprise Comp), VRT (Vertiv Holdings), ANET (Arista Networks), MRVL (Marvell Technology), ALAB (Astera Labs). 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 0.88% on the 4pm close, ranked 24 of 30 US sector baskets, with 0 of 9 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.