What are the top stocks in the CPU Bottleneck theme?

QuantAbundancia's CPU Bottleneck theme tracks 4 stocks ranked editorially: AMD, AMKR, ARM, INTC.

Do CPU Bottleneck stocks move together?

The CPU Bottleneck theme has a 252-day average correlation of 0.43 across its members — weak co-movement. Editorial themes are narrative groupings, not capital-flow validated; tradability follows correlation, not the story.

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Theme

CPU Bottleneck

Server CPUs, packaging and ARM-based silicon — the non-GPU compute layer.

0.433avg corr (252d)

4stocks

Weak co-movement

Stocks · key Fib levels

AMDAdvanced Micro Devices, Inc.
$420.16last
$253.00fib
+66.1%vs fib
AMKRAmkor Technology, Inc.
$70.22last
$55.00fib
+27.7%vs fib
ARMArm Holdings plc
$206.40last
$185.00fib
+11.6%vs fib
INTCIntel Corporation
$106.90last
$60.00fib
+78.2%vs fib

Co-movement matrix (252d)

	AMD	AMKR	ARM	INTC
AMD	·	0.45	0.51	0.35
AMKR	0.45	·	0.47	0.48
ARM	0.51	0.47	·	0.33
INTC	0.35	0.48	0.33	·

About themes

Themes are editorial groupings — narrative buckets used for technical screens. They exist alongside bubbles, which are validated empirically by capital-flow co-movement.

When a theme's avg correlation is high, the editorial story is also tradeable as a bloc. When it's low, the narrative groups stocks that don't actually move together — useful for thinking, less useful for trading.

Frequently asked questions

What are the top stocks in the CPU Bottleneck theme?: QuantAbundancia's CPU Bottleneck theme tracks 4 stocks ranked editorially: AMD, AMKR, ARM, INTC.
Do CPU Bottleneck stocks move together?: The CPU Bottleneck theme has a 252-day average correlation of 0.43 across its members — weak co-movement. Editorial themes are narrative groupings, not capital-flow validated; tradability follows correlation, not the story.