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Tape · Index

Rubin Build-Out 100 — News & analysis

Updates on the Rubin 100 index, its constituents, and the AI build-out theme — semis, substrates, packaging, memory, and power.

All entries  ·  Methodology

  1. B2 AH

    AMAT PEAD reversal: T+3 ↓SHORT faded — T+5 closes -1.42%

    T+3 said ↓SHORT at -4.11% CAR; T+5 reverses to -1.42%. The market re-priced the print.

    AMAT RUBINNASDAQ PEADPEAD-CONFIRMATIONREVERSAL-CONFIRMATION
  2. B2 AH

    6 universe earnings · May 20, 2026

    6 reports. 0 beats · 0 misses.

    ADIINTUNDSNNVDAPANWSNPS NASDAQRUBIN EARNINGSEARNINGS-ROUNDUP
  3. B2 US

    Wednesday setup · 2 macro · 6 universe earnings

    2 macro prints + 6 universe earnings on the calendar.

    ADIINTUNDSNNVDAPANWSNPS NASDAQRUBIN USJP PREVIEW
  4. B2 AH

    CAMT PEAD continuation: T+3 ↓SHORT confirmed at T+5 (CAR -26.31%)

    T+3 said ↓SHORT at -18.83% CAR; T+5 extends to -26.31%. Drift survived the classical post-earnings window.

    CAMT RUBIN PEADPEAD-CONFIRMATIONCONTINUATION
  5. B2 AH

    GFS PEAD continuation: T+3 ↓SHORT confirmed at T+5 (CAR -10.33%)

    T+3 said ↓SHORT at -5.26% CAR; T+5 extends to -10.33%. Drift survived the classical post-earnings window.

    GFS RUBINNASDAQ PEADPEAD-CONFIRMATIONCONTINUATION
  6. B2 AH

    3 universe earnings · May 19, 2026

    3 reports. 0 beats · 2 misses.

    CAMTCAVASE RUBINHALO EARNINGSEARNINGS-ROUNDUP
  7. B2 US

    042700.KS -9.15% — Hanmi Semiconductor

    ▼ 042700.KS -9.15% on the day. In Rubin.

    042700.KS RUBIN OUTLIER
  8. B2 US

    5801.T -8.37% — Furukawa Electric

    ▼ 5801.T -8.37% on the day. In Rubin.

    5801.T RUBIN OUTLIER
  9. B2 EU

    ALAB +13.3% — Astera Labs

    ▲ ALAB +13.3% on the day. In Rubin.

    ALAB RUBIN OUTLIER
  10. B2 EU

    LPK.DE -10.55% — LPKF Laser & Electronics

    ▼ LPK.DE -10.55% on the day. In Rubin.

    LPK.DE RUBIN OUTLIER
  11. B2 US

    Tuesday setup · 0 macro · 3 universe earnings

    3 universe earnings reporting today. No major macro.

    CAMTCAVASE RUBINHALO US PREVIEW
  12. B2 AH

    2 universe earnings · May 18, 2026

    2 reports. 1 beats · 0 misses.

    SOON.SWTSEM HALORUBIN EARNINGSEARNINGS-ROUNDUP
  13. B2 AS

    042700.KS -14.09% — Hanmi Semiconductor

    ▼ 042700.KS -14.09% on the day. In Rubin.

    042700.KS RUBIN OUTLIER
  14. B2 AS

    4063.T +22161.56% — Shin-Etsu Chemical

    ▲ 4063.T +22161.56% on the day. In Rubin.

    4063.T RUBIN OUTLIER
  15. B2 AS

    6146.T +761547.69% — DISCO Corp

    ▲ 6146.T +761547.69% on the day. In Rubin.

    6146.T RUBIN OUTLIER
  16. B2 AS

    6525.T +157668.73% — Kokusai Electric

    ▲ 6525.T +157668.73% on the day. In Rubin.

    6525.T RUBIN OUTLIER
  17. B2 AS

    6965.T +29422.22% — Hamamatsu Photonics

    ▲ 6965.T +29422.22% on the day. In Rubin.

    6965.T RUBIN OUTLIER
  18. B2 AS

    7751.T +21019.1% — Canon

    ▲ 7751.T +21019.1% on the day. In Rubin.

    7751.T RUBIN OUTLIER
  19. B2 EU

    ARM -8.46% — ARM Holdings

    ▼ ARM -8.46% on the day. In Rubin / Euro-AI.

    ARM RUBINEURO-AI OUTLIER
  20. B2 EU

    LPK.DE +9.46% — LPKF Laser & Electronics

    ▲ LPK.DE +9.46% on the day. In Rubin.

    LPK.DE RUBIN OUTLIER