RMBS co-mover map

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

The tape agrees with RMBS's filings on 9 names, and adds 40 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

Micron Technology IncMUr 0.61 · 499d
Advanced Micro Devices IncAMDr 0.60 · 499d
Marvell Technology, Inc.MRVLr 0.60 · 499d
STMicroelectronics N.V.STMr 0.56 · 500d
Qualcomm IncQCOMr 0.55 · 500d
Western Digital CorpWDCr 0.55 · 500d
Nvidia CorpNVDAr 0.53 · 500d
Broadcom Inc.AVGOr 0.51 · 500d
Silicon Motion Technology CORPSIMOr 0.49 · 501d

Not in any filing · top 9 of 40

LAM Research CorpLRCXr 0.69 · 499d
KLA CorpKLACr 0.68 · 499d
Amkor Technology, Inc.AMKRr 0.67 · 499d
Monolithic Power Systems, Inc.MPWRr 0.66 · 499d
Applied Materials IncAMATr 0.66 · 499d
Knowles CorpKNr 0.64 · 499d
Advanced Energy Industries IncAEISr 0.64 · 499d
Jabil IncJBLr 0.64 · 499d
Ceva IncCEVAr 0.63 · 499d

The next 31 the filings never mention, by industry

semiconductor · 24industrials & materials · 4cloud · 1hardware · 1financials · 1

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