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

The tape agrees with AMD's filings on 10 names, and adds 62 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 · top 9 of 10

Taiwan Semiconductor Manufacturing Co LtdTSMr 0.62 · 499d

Rambus IncRMBSr 0.60 · 499d

Sanmina CorpSANMr 0.57 · 499d

Riot Platforms, Inc.RIOTr 0.51 · 499d

Globalfoundries Inc.GFSr 0.49 · 500d

United Microelectronics CorpUMCr 0.44 · 500d

DigitalOcean Holdings, Inc.DOCNr 0.39 · 499d

Absci CorpABSIr 0.33 · 500d

Mercury Systems IncMRCYr 0.28 · 500d

Not in any filing · top 9 of 62

LAM Research CorpLRCXr 0.66 · 499d

Flex Ltd.FLEXr 0.63 · 499d

ASE Technology Holding Co., Ltd.ASXr 0.63 · 499d

KLA CorpKLACr 0.63 · 499d

Applied Materials IncAMATr 0.62 · 499d

Monolithic Power Systems, Inc.MPWRr 0.61 · 499d

Amkor Technology, Inc.AMKRr 0.60 · 499d

Asml Holding NVASMLr 0.59 · 499d

Ceva IncCEVAr 0.59 · 499d

The next 53 the filings never mention, by industry

semiconductor · 43industrials & materials · 5hardware · 2memory · 1cloud · 1consumer · 1

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AMD co-mover map

The tape agrees with AMD's filings on 10 names, and adds 62 they never mention.