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Cross-Sector Tech & Industrials

Cross-Sector Tech & Industrials

Expanding
Theme thesis

$GDS matters if cyclical participation keeps spreading beyond the first wave.

Use the confirmer and break level to decide if this setup is still worth your time.

StageBroadening
UpdatedLive
Breadth74%
Setup strength
38
Glance animation
Trade Read
Why it matters

$GDS matters if cyclical participation keeps spreading beyond the first wave.

What changed

GDS leadership persisted

What to watch

KEYS is the clearest next confirmation candidate and should tell us whether the move can broaden.

What breaks it

Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.

Latest Headlines
1 recent headline mention ALAB.
Headlines
benzinga
May 20, 7:42 PM
Astera Labs Shares Rise Over 6% After Key Trading Signal

A key trading signal flashed for Astera Labs shares at a price of $268.57, after which ALAB rose over 6% to an intraday high.

ALAB
Who Is Leading
Names
Breadth
74%
How broad the move is
Leaders
1
Confirmers
0
Lagging
0
Leaders
GDS (GDS)

GDS is the current leadership name for Cross-Sector Tech & Industrials, carrying the highest structural influence in the live cluster.

Confirmers
No live confirmer roster available.
Supporting Names
AAUC (AAUC)
AAUC is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
ACLS (ACLS)
ACLS is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
ACMR (ACMR)
ACMR is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
AEIS (AEIS)
AEIS is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
ALAB (ALAB)
ALAB is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
ALMS (ALMS)
ALMS is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
AMKR (AMKR)
AMKR is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
APLD (APLD)
APLD is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
ARW (ARW)
ARW is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
ASX (ASX)
ASX is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
AU (AU)
AU is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
Not Yet Participating
AEIS (AEIS)
46%
Not participating yet
ALAB (ALAB)
41%
Not participating yet
ALMS (ALMS)
36%
Not participating yet
Sectors
What Is Confirming
Confirming Sectors
GDS
88% participation
88%
Watchlist Sectors
AAUC — Participation 64%
ACLS — Participation 58%
ACMR — Participation 52%
Absent Sectors
AEIS — Still absent
ALAB — Still absent
ALMS — Still absent
Live Names
12 names
Live Names
Rank
Symbol
Role
Signal
Score
Recent
Note
1
GDS (GDS)
Leader
Live
n/a
n/a
GDS is the current leadership name for Cross-Sector Tech & Industrials, carrying the highest structural influence in the live cluster.
2
AAUC (AAUC)
Participant
Live
n/a
n/a
AAUC is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
3
ACLS (ACLS)
Participant
Live
n/a
n/a
ACLS is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
4
ACMR (ACMR)
Participant
Live
n/a
n/a
ACMR is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
5
AEIS (AEIS)
Participant
Live
n/a
n/a
AEIS is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
6
ALAB (ALAB)
Participant
Live
n/a
n/a
ALAB is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
7
ALMS (ALMS)
Participant
Live
n/a
n/a
ALMS is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
8
AMKR (AMKR)
Participant
Live
n/a
n/a
AMKR is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
9
APLD (APLD)
Participant
Live
n/a
n/a
APLD is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
10
ARW (ARW)
Participant
Live
n/a
n/a
ARW is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
11
ASX (ASX)
Participant
Live
n/a
n/a
ASX is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
12
AU (AU)
Participant
Live
n/a
n/a
AU is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
Theme Stability
20 sessions
Stability
Theme stability

This view is meant to answer a simple question: is the theme holding together, broadening, narrowing, or still changing shape?

First seen2026-04-23
Last seen2026-04-27
Runs20
Days3
ReadModerately stable
Label drift1 variants
2026-04-23
Broadening
74 names

Cross-Sector Tech & Industrials added 74 names and only removed 0

2026-04-24
Broadening
102 names

Cross-Sector Tech & Industrials added 102 names and only removed 0

2026-04-27
Held steady
0 names

Membership was unchanged from the prior session

Activation Evidence
Live
First wave leaders
1
Names that moved first.
Second wave confirmers
1
Follow-through names joining after the leader.
Net new members
1
New names added to the move.
Repeat rate
69%
How often the same names keep reappearing.
Confirmer speed
0%
How quickly confirmation showed up.
Path coherence
0%
How clean the activation path looks.
Sequence buildup
73%
Whether the move built in sequence.
Leader to confirmer
n/a
Median lead time from leader to confirmer.
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