Varamir

AVGO co-mover map

Supply chainMoved with it

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

The tape agrees with AVGO's filings on 7 names, and adds 64 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 · 7

Taiwan Semiconductor Manufacturing Co LtdTSMr 0.66 · 499d
Arista Networks, Inc.ANETr 0.59 · 499d
Rambus IncRMBSr 0.52 · 499d
Synaptics IncSYNAr 0.41 · 499d
Seagate Technology Holdings plcSTXr 0.40 · 499d
KKR & Co. Inc.KKRr 0.38 · 501d
Fortinet, Inc.FTNTr 0.28 · 499d

Not in any filing · top 9 of 64

Nvidia CorpNVDAr 0.60 · 499d
Credo Technology Group Holding LtdCRDOr 0.59 · 499d
Marvell Technology, Inc.MRVLr 0.58 · 499d
Vertiv Holdings CoVRTr 0.58 · 499d
Eaton Corp plcETNr 0.58 · 499d
Monolithic Power Systems, Inc.MPWRr 0.57 · 499d
Ciena CorpCIENr 0.57 · 499d
LAM Research CorpLRCXr 0.56 · 499d
ASE Technology Holding Co., Ltd.ASXr 0.55 · 499d

The next 55 the filings never mention, by industry

semiconductor · 41industrials & materials · 7hardware · 2cloud · 2memory · 1energy & real estate · 1financials · 1

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