Varamir

GFS co-mover map

Supply chainMoved with it

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

The tape agrees with GFS's filings on 3 names, and adds 42 they never mention.

Every pair regressed over our own daily closes, 500 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

Qualcomm IncQCOMr 0.56 · 500d
Advanced Micro Devices IncAMDr 0.49 · 501d
Navitas Semiconductor CorpNVTSr 0.31 · 501d

Not in any filing · top 9 of 42

Diodes Inc /del/DIODr 0.67 · 500d
ON Semiconductor CorpONr 0.67 · 500d
Knowles CorpKNr 0.65 · 500d
Power Integrations IncPOWIr 0.65 · 500d
Synaptics IncSYNAr 0.64 · 500d
Formfactor IncFORMr 0.64 · 500d
Vishay Intertechnology IncVSHr 0.63 · 500d
LAM Research CorpLRCXr 0.62 · 500d
Amkor Technology, Inc.AMKRr 0.62 · 500d

The next 33 the filings never mention, by industry

semiconductor · 24industrials & materials · 4memory · 2cloud · 2hardware · 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.