Varamir

DELL co-mover map

Supply chainMoved with it

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

The tape agrees with DELL's filings on 3 names, and adds 39 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 · 3

TD Synnex CorpSNXr 0.47 · 499d
PC Connection IncCNXNr 0.30 · 500d
Nutanix, Inc.NTNXr 0.29 · 500d

Not in any filing · top 9 of 39

Hewlett Packard Enterprise CoHPEr 0.66 · 499d
NetApp, Inc.NTAPr 0.65 · 499d
HP IncHPQr 0.57 · 499d
Flex Ltd.FLEXr 0.50 · 499d
Jabil IncJBLr 0.49 · 499d
Eaton Corp plcETNr 0.48 · 499d
Advanced Micro Devices IncAMDr 0.47 · 499d
Knowles CorpKNr 0.46 · 499d
LAM Research CorpLRCXr 0.45 · 499d

The next 30 the filings never mention, by industry

semiconductor · 17industrials & materials · 5hardware · 3memory · 2consumer · 1financials · 1cloud · 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.