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AI infrastructure: network, servers, power (equal-weight basket) vs Semis: memory (equal-weight basket)

5D 1M 3M 6M YTD 1Y 3Y 5Y MAX

AI infrastructure: network, servers, power (equal-weight basket) L/R ⇅ ×
Semis: memory (equal-weight basket) ↑ L/R ⇅ ×

Source: Computed: equal-weight daily returns of 14 names; Computed: equal-weight daily returns of 4 names · As of 28 Sep 2026 · Updated 2026-09-30 09:08 UTC

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A inverted remove

B inverted remove

C inverted

Layout Compare A and B n readings Mark: Fed and BI decisions CPI US payrolls GDP stories naming these series

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