restructuring affecting expense
“Our ongoing consideration of these and other factors could result in future impairment charges or accelerated amortization expense, which could adversely affect our operating results.”
NTAP 10-K
Confirmed
Chinese Digital Services
6 names are moving together; 33% are participating in the current session.
Co-movement
Observed intraday paths are not available for this group yet.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| BILI | Bilibili Inc. | Communication Services | -0.7% | Group member |
| ENSG | The Ensign Group, Inc. | Healthcare | -1.0% | Group member |
| NTAP | NetApp, Inc. | Technology | +6.5% | Most structurally connected |
| SBUX | Starbucks Corporation | Consumer Cyclical | -1.1% | Group member |
| DXYZ | Destiny Tech100 Inc. | Financial Services | -2.3% | Group member |
| TAL | TAL Education Group | Consumer Defensive | -0.5% | Group member |
Why we believe this
Cohort
6 namesParticipation
33% this sessionObserved history
1 daily buildsFiling coverage
3/6 memberscredit / rates affecting interest expense
“Interest expense increased in fiscal 2026 compared to fiscal 2025 due to a higher average outstanding aggregate principal amount of Senior Notes, with a higher average coupon rate.”
NTAP 10-K
capital investment / capacity affecting capex
“The $172.6 million decrease in cash used in investing activities for the three months ended March 31, 2026 compared to the same period in 2025 was primarily attributable to fewer acquisitions and reduced capital expenditures, partially offset by maturities of our investments.”
ENSG 10-Q
Chinese Digital Services can stay leader-led if DXYZ and the next software names fail to join while NTAP keeps moving.
Connected, outside the group
No high-confidence filing-linked non-members are available for this group yet.
History
Historical cohort observations are not available yet.