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GPUs, accelerators, and the AI-specific silicon stack that moves as one under capital flows.
AMD | AVGO | MRVL | NVDA | TSM | INTC | QCOM | ARM | CBRS | SMCI | |
|---|---|---|---|---|---|---|---|---|---|---|
| AMD | · | 0.37 | 0.40 | 0.48 | 0.54 | 0.35 | 0.37 | 0.51 | — | 0.63 |
| AVGO | 0.37 | · | 0.42 | 0.55 | 0.63 | 0.26 | 0.27 | 0.46 | — | 0.52 |
| MRVL | 0.40 | 0.42 | · | 0.37 | 0.42 | 0.30 | 0.30 | 0.44 | — | 0.40 |
| NVDA | 0.48 | 0.55 | 0.37 | · | 0.63 | 0.28 | 0.24 | 0.43 | — | 0.57 |
| TSM | 0.54 | 0.63 | 0.42 | 0.63 | · | 0.30 | 0.34 | 0.55 | — | 0.59 |
| INTC | 0.35 | 0.26 | 0.30 | 0.28 | 0.30 | · | 0.37 | 0.33 | — | 0.35 |
| QCOM | 0.37 | 0.27 | 0.30 | 0.24 | 0.34 | 0.37 | · | 0.48 | — | 0.34 |
| ARM | 0.51 | 0.46 | 0.44 | 0.43 | 0.55 | 0.33 | 0.48 | · | — | 0.53 |
| CBRS | — | — | — | — | — | — | — | — | · | — |
| SMCI | 0.63 | 0.52 | 0.40 | 0.57 | 0.59 | 0.35 | 0.34 | 0.53 | — | · |
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.