NVDA co-mover map

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

The tape agrees with NVDA's filings on 9 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 · 9

Taiwan Semiconductor Manufacturing Co LtdTSMr 0.70 · 499d
FabrinetFNr 0.54 · 499d
Rambus IncRMBSr 0.53 · 499d
Micron Technology IncMUr 0.50 · 499d
Nebius Group N.V.NBISr 0.48 · 455d
Super Micro Computer, Inc.SMCIr 0.46 · 500d
Recursion Pharmaceuticals, Inc.RXRXr 0.40 · 501d
Serve Robotics Inc.SERVr 0.36 · 500d
DigitalOcean Holdings, Inc.DOCNr 0.35 · 501d

Not in any filing · top 9 of 64

Vertiv Holdings CoVRTr 0.66 · 499d
Eaton Corp plcETNr 0.60 · 499d
Broadcom Inc.AVGOr 0.60 · 499d
Monolithic Power Systems, Inc.MPWRr 0.58 · 499d
Coherent Corp.COHRr 0.58 · 499d
EMCOR Group, Inc.EMEr 0.56 · 499d
KLA CorpKLACr 0.56 · 499d
Comfort Systems USA IncFIXr 0.56 · 499d
Credo Technology Group Holding LtdCRDOr 0.56 · 499d

The next 55 the filings never mention, by industry

semiconductor · 39industrials & materials · 5financials · 4cloud · 3hardware · 2energy & real estate · 2

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