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GPUs, accelerators, and the AI-specific silicon stack that moves as one under capital flows.
AMD | ARM | AVGO | INTC | MRVL | NVDA | SMCI | TSM | QCOM | CBRS | |
|---|---|---|---|---|---|---|---|---|---|---|
| AMD | · | 0.60 | 0.49 | 0.63 | 0.54 | 0.41 | 0.46 | 0.58 | 0.48 | 0.34 |
| ARM | 0.60 | · | 0.52 | 0.53 | 0.59 | 0.40 | 0.44 | 0.57 | 0.49 | 0.18 |
| AVGO | 0.49 | 0.52 | · | 0.46 | 0.50 | 0.54 | 0.44 | 0.61 | 0.36 | 0.29 |
| INTC | 0.63 | 0.53 | 0.46 | · | 0.50 | 0.34 | 0.38 | 0.48 | 0.48 | 0.44 |
| MRVL | 0.54 | 0.59 | 0.50 | 0.50 | · | 0.38 | 0.42 | 0.55 | 0.41 | 0.39 |
| NVDA | 0.41 | 0.40 | 0.54 | 0.34 | 0.38 | · | 0.44 | 0.64 | 0.22 | 0.38 |
| SMCI | 0.46 | 0.44 | 0.44 | 0.38 | 0.42 | 0.44 | · | 0.49 | 0.39 | 0.22 |
| TSM | 0.58 | 0.57 | 0.61 | 0.48 | 0.55 | 0.64 | 0.49 | · | 0.31 | 0.45 |
| QCOM | 0.48 | 0.49 | 0.36 | 0.48 | 0.41 | 0.22 | 0.39 | 0.31 | · | 0.05 |
| CBRS | 0.34 | 0.18 | 0.29 | 0.44 | 0.39 | 0.38 | 0.22 | 0.45 | 0.05 | · |
Ticker order reflects hierarchical clustering assignment. Tighter green blocks on the diagonal = stronger sub-clusters within the bubble.
Daily net ETF creations minus redemptions across primary ETFs in the bubble. Green = capital in, red = capital out. Computed nightly from issuer NAV + shares-outstanding data.