What are the top stocks in the AI Compute Accelerators bubble?

QuantAbundance maps 10 primary stocks to the AI Compute Accelerators bubble: NVDA, AMD, TSM, ARM, AVGO, SMCI, MRVL, CBRS, QCOM, INTC.

What ETFs carry the AI Compute Accelerators thesis?

3 ETFs on QuantAbundance carry the AI Compute Accelerators thesis: SMH (primary), AIS, SOXX.

How correlated are AI Compute Accelerators stocks?

The AI Compute Accelerators bubble's primary members co-move with a 252-day average correlation of 0.48 across 45 pairs - decent co-movement.

AI Compute Accelerators

GPUs, accelerators, and the AI-specific silicon stack that moves as one under capital flows.

0.479avg corr (252d)

0.15 / 0.69min / max

45pairs

10primary stocks

3etfs

Decent co-movement

Stocks

$186.64
$449.04
$253fib+77%
$375.44
$314fib+20%
$174.62
$185fib-6%
$293.69
$336fib-13%

Frequently asked questions

What are the top stocks in the AI Compute Accelerators bubble?: QuantAbundance maps 10 primary stocks to the AI Compute Accelerators bubble: NVDA, AMD, TSM, ARM, AVGO, SMCI, MRVL, CBRS, QCOM, INTC.
What ETFs carry the AI Compute Accelerators thesis?: 3 ETFs on QuantAbundance carry the AI Compute Accelerators thesis: SMH (primary), AIS, SOXX.
How correlated are AI Compute Accelerators stocks?: The AI Compute Accelerators bubble's primary members co-move with a 252-day average correlation of 0.48 across 45 pairs - decent co-movement.

Correlation matrix (252d)

	AMD	ARM	AVGO	INTC	MRVL	NVDA	SMCI	TSM	QCOM	CBRS
AMD	·	0.63	0.55	0.66	0.61	0.53	0.52	0.69	0.51	0.42
ARM	0.63	·	0.53	0.56	0.62	0.44	0.41	0.58	0.52	0.26
AVGO	0.55	0.53	·	0.47	0.54	0.56	0.44	0.63	0.36	0.35
INTC	0.66	0.56	0.47	·	0.51	0.42	0.38	0.56	0.52	0.44
MRVL	0.61	0.62	0.54	0.51	·	0.43	0.45	0.60	0.43	0.43
NVDA	0.53	0.44	0.56	0.42	0.43	·	0.48	0.68	0.24	0.42
SMCI	0.52	0.41	0.44	0.38	0.45	0.48	·	0.52	0.37	0.29
TSM	0.69	0.58	0.63	0.56	0.60	0.68	0.52	·	0.34	0.50
QCOM	0.51	0.52	0.36	0.52	0.43	0.24	0.37	0.34	·	0.15
CBRS	0.42	0.26	0.35	0.44	0.43	0.42	0.29	0.50	0.15	·

Ticker order reflects hierarchical clustering assignment. Tighter bright blocks on the diagonal = stronger sub-clusters within the bubble.

ETF flows (30d)

30 days with data

+$9.76B

net flow · 30d

$66.4B

bubble AUM

+$7.68B

biggest inflow

-$6.43B

biggest outflow

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.

AI Compute Accelerators

Stocks

Frequently asked questions

Correlation matrix (252d)

Research

Related bubbles· by shared members

ETFs carrying the thesis

Sub-clusters

ETF flows (30d)