Varamir

SMCI co-mover map

Supply chainMoved with it

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

The tape agrees with SMCI's filings on one name, 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 · 1

Nvidia CorpNVDAr 0.45 · 499d

Not in any filing · top 9 of 40

Advanced Micro Devices IncAMDr 0.46 · 499d
Taiwan Semiconductor Manufacturing Co LtdTSMr 0.46 · 499d
Qnity Electronics, Inc.Qr 0.44 · 194d
Vertiv Holdings CoVRTr 0.42 · 499d
Nebius Group N.V.NBISr 0.42 · 455d
Dell Technologies Inc.DELLr 0.42 · 499d
Infleqtion, Inc.INFQr 0.42 · 124d
LAM Research CorpLRCXr 0.41 · 499d
Eaton Corp plcETNr 0.40 · 499d

The next 31 the filings never mention, by industry

semiconductor · 15industrials & materials · 4hardware · 4memory · 2financials · 2energy & real estate · 2cloud · 1healthcare · 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.