Setup snapshot
Sector LeaderWed, May 13, 3:10 PM EDTLow conviction
CRWDCrowdStrike Holdings, Inc.
This cluster is characterized by a mix of technology-driven software and infrastructure companies alongside engineering and consulting firms, unified by a focus on digital transformation, cloud solutions, and infrastructure modernization across sectors.
Conviction
42%
Low conviction
Theme context
New cluster forming around $CRWD
Theme probability 64%
Score
37
3-7d
Early confirmation
33%
watch
What's happening
This cluster is characterized by a mix of technology-driven software and infrastructure companies alongside engineering and consulting firms, unified by a focus on digital transformation, cloud solutions, and infrastructure modernization across sectors.
Why now
+1.86% in 60m (z=1.81)
What confirms
+1.86% in 60m (z=1.81)
What breaks
This read weakens if the theme loses confirmation or CRWD stops leading the move.
Score breakdown
Why this setup scored the way it did.
Technology
Base
0
Raw disturbance in the name.
Within theme
1
How well it fits the surrounding group move.
Residual
0
What remains after stripping out broader beta.
Edges
0
Relationship and propagation support.
Watch next
Watch CRWD versus the rest of New cluster forming around $CRWD to see whether this becomes a broader setup.
Related names
No follow-through list yet
Drivers
+1.86% in 60m (z=1.81)
Volume 3.26x expected (60m)
Mention spike: 0 articles in 6h (z=-0.50)