Varamir

SIMO co-mover map

Supply chainMoved with it

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

The tape agrees with SIMO's filings on 2 names, and adds 39 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 · 2

Micron Technology IncMUr 0.54 · 500d
Rambus IncRMBSr 0.49 · 500d

Not in any filing · top 9 of 39

NXP Semiconductors N.V.NXPIr 0.60 · 500d
LAM Research CorpLRCXr 0.56 · 500d
Seagate Technology Holdings plcSTXr 0.55 · 500d
Ceva IncCEVAr 0.53 · 500d
ASE Technology Holding Co., Ltd.ASXr 0.53 · 500d
Applied Materials IncAMATr 0.53 · 500d
Cohu IncCOHUr 0.53 · 500d
Globalfoundries Inc.GFSr 0.52 · 500d
Western Digital CorpWDCr 0.52 · 500d

The next 30 the filings never mention, by industry

semiconductor · 23hardware · 3industrials & materials · 2memory · 1consumer · 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.