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CRDO co-mover map

Supply chainMoved with it

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

The tape agrees with CRDO's filings on 5 names, and adds 38 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 · 5

Taiwan Semiconductor Manufacturing Co LtdTSMr 0.56 · 499d
ASE Technology Holding Co., Ltd.ASXr 0.55 · 499d
Amkor Technology, Inc.AMKRr 0.47 · 499d
Oracle CorpORCLr 0.42 · 501d
Microsoft CorpMSFTr 0.26 · 501d

Not in any filing · top 9 of 38

Broadcom Inc.AVGOr 0.59 · 499d
Vertiv Holdings CoVRTr 0.58 · 499d
Nvidia CorpNVDAr 0.56 · 499d
Eaton Corp plcETNr 0.55 · 499d
Coherent Corp.COHRr 0.55 · 499d
Arista Networks, Inc.ANETr 0.55 · 499d
Comfort Systems USA IncFIXr 0.54 · 499d
Rambus IncRMBSr 0.53 · 499d
Semtech CorpSMTCr 0.52 · 499d

The next 29 the filings never mention, by industry

semiconductor · 14industrials & materials · 6hardware · 3cloud · 2financials · 2memory · 1energy & real estate · 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.