Flowvium

Company Comparator

Side-by-side analysis of supply chain position, institutional signals, and news gap scores.

VS

Market Cap Tier

MidvsTitan

Chain Role

suppliervsleader

Gap Score

N/Avs5

IB Activity

N/Avs95

Revenue Mix Comparison

LW
NVDA
LW

Lamb Weston Holdings, Inc.

LW · consumer-defensive

supplierMid ($1B+)
Full profile

About

Lamb Weston is the world's largest producer of frozen potato products, supplying french fries to major restaurant chains and retailers globally. Spun off from ConAgra in 2016, the company dominates a concentrated market where the top four players control over 75% of global frozen potato output.

Founded

2016

Employees

10,000+

Headquarters

Eagle, Idaho, USA

Revenue

$6.5B

North America Foodservice45%
North America Retail15%
International35%
Other5%

News Gap Signal

No news gap data tracked for this ticker.

Institutional Signals

No 13F signals on record for this ticker.

Cascade Patterns

Not featured in any tracked cascade patterns.

Key Relationships

WMT· Walmart Inc.
customer
COST· Costco Wholesale Corporation
customer
GIS· General Mills, Inc.
competitor
NVD

NVIDIA Corporation

NVDA · semiconductors

leaderTitan ($1T+)
Full profile

About

NVIDIA is the dominant designer of graphics processing units and AI accelerator chips. Its data-center GPU monopoly powers the generative-AI revolution, with the H100 and successor Blackwell GPUs serving as the de-facto standard for training and running large language models.

Founded

1993

Employees

32,000+

Headquarters

Santa Clara, California, USA

Revenue

$130.5B

Data Center78%
Gaming12%
Professional Visualization4%
Automotive & Robotics4%
OEM & Other2%

News Gap Signal

Gap Score (silence = signal)5
IB Activity Score95
Media Coverage Score98

IB Activity: HIGH

Institutional Signals

accumulating$6.2B

BlackRock

2024-08-13

accumulating$2.8B

BlackRock

2024-08-13

accumulating$3.0B

BlackRock

2024-08-13

Key Relationships

TSM· Taiwan Semiconductor Manufacturing Company
supplier
005930.KS· Samsung Electronics
supplier
000660.KS· SK Hynix
supplier
MU· Micron Technology
supplier
MSFT· Microsoft Corporation
customer