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

The tape agrees with MU's filings on 6 names, and adds 67 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 · 6

Rambus IncRMBSr 0.61 · 499d

Silicon Motion Technology CORPSIMOr 0.54 · 500d

Nvidia CorpNVDAr 0.51 · 500d

Adeia Inc.ADEAr 0.42 · 500d

American Superconductor CorpAMSCr 0.40 · 500d

Silvaco Group, Inc.SVCOr 0.30 · 500d

Not in any filing · top 9 of 67

LAM Research CorpLRCXr 0.78 · 499d

Sandisk CorpSNDKr 0.74 · 376d

Applied Materials IncAMATr 0.71 · 499d

Western Digital CorpWDCr 0.70 · 499d

KLA CorpKLACr 0.68 · 499d

Amkor Technology, Inc.AMKRr 0.65 · 499d

ASE Technology Holding Co., Ltd.ASXr 0.64 · 499d

Advanced Energy Industries IncAEISr 0.64 · 499d

Cohu IncCOHUr 0.63 · 499d

The next 58 the filings never mention, by industry

semiconductor · 48industrials & materials · 5hardware · 2cloud · 2memory · 1

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MU co-mover map

The tape agrees with MU's filings on 6 names, and adds 67 they never mention.