Varamir

ORCL co-mover map

Supply chainMoved with it

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

The tape agrees with ORCL's filings on 3 names, and adds 58 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

Credo Technology Group Holding LtdCRDOr 0.42 · 499d
Applied Optoelectronics, Inc.AAOIr 0.32 · 499d
Calix, IncCALXr 0.26 · 499d

Not in any filing · top 9 of 58

Broadcom Inc.AVGOr 0.48 · 499d
Nvidia CorpNVDAr 0.47 · 499d
WhiteFiber, Inc.WYFIr 0.44 · 256d
Microsoft CorpMSFTr 0.44 · 499d
Vertiv Holdings CoVRTr 0.44 · 499d
Core Scientific, Inc./txCORZr 0.44 · 499d
Taiwan Semiconductor Manufacturing Co LtdTSMr 0.43 · 499d
Arista Networks, Inc.ANETr 0.43 · 499d
Nebius Group N.V.NBISr 0.43 · 455d

The next 49 the filings never mention, by industry

cloud · 20industrials & materials · 10financials · 8hardware · 3semiconductor · 3energy & real estate · 2memory · 2consumer · 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.