Varamir

AAOI co-mover map

Supply chainMoved with it

Moved with it · AAOI · measured on our own daily closes

The tape agrees with AAOI's filings on one name, and adds 43 they never mention.

Every pair regressed over our own daily closes, 499 shared sessions behind the strongest. Companies that move together, not companies that move each other — this measures the tape, it does not explain it.

In its filings · 1

Oracle CorpORCLr 0.32 · 501d

Not in any filing · top 9 of 43

Lumentum Holdings Inc.LITEr 0.61 · 499d
Coherent Corp.COHRr 0.60 · 499d
Ciena CorpCIENr 0.51 · 499d
FabrinetFNr 0.50 · 499d
Eaton Corp plcETNr 0.49 · 499d
Semtech CorpSMTCr 0.49 · 499d
Vertiv Holdings CoVRTr 0.48 · 499d
Quanta Services, Inc.PWRr 0.47 · 499d
Corning IncGLWr 0.47 · 499d

The next 34 the filings never mention, by industry

semiconductor · 21industrials & materials · 5hardware · 5cloud · 2memory · 1

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Not investment advice. Varamir is not a brokerage and does not execute orders. Prices via Intrinio; the tape shows ETF proxies. The supply-chain graph is published under CC BY 4.0; licensed market data is not redistributable.