MARKET-DISCOVERED GROUP
16 of 16 measured members are falling. Capital-flow agreement is 27%, so the basket is not yet clean.
WED, FEB 25ACLS filing documented shared operating contextcredit / rates affecting interest expense · date precision only
THU, APR 30SNDK filing documented shared operating contextcredit / rates affecting interest expense · date precision only
01 · WHAT IS HAPPENING
Observed intraday paths are not available for this group yet.
02 · WHY IT MATTERS
Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across COHR, FLEX, FN, LITE, MKSI, SNDK, TTMI.
“42 Table of Contents Interest and Other Income (Expense), net Interest and other income (expense), net decreased $16 million in the three months ended April 3, 2026 from the comparable period in the prior year, primarily due a decrease in interest expense from our Term Loan Facility, and the impairment of an investment, partially offset by an increase in interest income related to cash and investment accounts.”
SNDK 10-Q · 2026-05-01
“Seasonality Historically, we have experienced seasonal fluctuations in our business with higher levels of demand in the first and second fiscal quarters as a result of increased customer spending.”
SNDK 10-K · 2026-08-17
“The following table sets forth, for the periods presented, summary information regarding our disaggregated revenue: Three Months Ended October 3, 2025 September 27, 2024 (in millions) Revenue by end market: Datacenter $ 269 $ 300 Edge 1,387 1,069 Consumer 652 514 Total revenue $ 2,308 $ 1,883 Revenue by geography: Asia $ 1,515 $ 1,150 Americas 406 443 Europe, Middle East and Africa 387 290 Total revenue $ 2,308 $ 1,883 35 Table of Contents Net Revenue Net revenue increased 23% in the three months ended October 3, 2025 from the comparable period in the prior year, primarily due to a 31% increase in exabytes sold due to stronger demand in our data storage products, partially offset by a 9% decrease in average selling prices (“ASP”) per gigabyte.”
SNDK 10-Q · 2025-11-07
No qualified cross-asset lead/lag link is available for this group.
Filing-linked outsiders test whether the move is spreading beyond the established cohort.
03 · WHO IS IN IT
5/16 active0 rising · 16 falling
| TICKER | Company | Role now | Today | Observed history | Trader interpretation |
|---|---|---|---|---|---|
| SNDK | Sandisk Corporation | Most unusual | -4.1% | 0% of 0 sessions | Most unusual activity in this snapshot; performance direction may differ. |
| BELFB | Bel Fuse Inc. | Participating | -0.2% | 0% of 0 sessions | Price participation is not yet confirmed by per-name flow. |
| FLEX | Flex Ltd. | Participating | -4.2% | 0% of 0 sessions | Price participation with distributing signed flow. |
| TSEM | Tower Semiconductor Ltd. | Participating | -4.0% | 0% of 0 sessions | Price participation is not yet confirmed by per-name flow. |
| JBL | Jabil Inc. | Participating | -2.7% | 0% of 0 sessions | Price participation with distributing signed flow. |
| ACLS | Axcelis Technologies, Inc. | Quiet / lagging | -1.9% | 0% of 0 sessions | Not participating yet; a breadth test or a genuine divergence. |
| LITE | Lumentum Holdings Inc. | Quiet / lagging | -5.3% | 0% of 0 sessions | Not participating yet; a breadth test or a genuine divergence. |
| MKSI | MKS Inc. | Quiet / lagging | -2.4% | 0% of 0 sessions | Not participating yet; a breadth test or a genuine divergence. |
| TTMI | TTM Technologies, Inc. | Quiet / lagging | -1.6% | 0% of 0 sessions | Not participating yet; a breadth test or a genuine divergence. |
| BELFA | Bel Fuse Inc. | Quiet / lagging | -0.1% | 0% of 0 sessions | Not participating yet; a breadth test or a genuine divergence. |
| CIEN | Ciena Corporation | Quiet / lagging | -1.0% | 0% of 0 sessions | Not participating yet; a breadth test or a genuine divergence. |
| COHR | Coherent Corp. | Quiet / lagging | -3.4% | 0% of 0 sessions | Not participating yet; a breadth test or a genuine divergence. |
| ACMR | ACM Research, Inc. | Quiet / lagging | -1.9% | 0% of 0 sessions | Not participating yet; a breadth test or a genuine divergence. |
| TER | Teradyne, Inc. | Quiet / lagging | -3.5% | 0% of 0 sessions | Not participating yet; a breadth test or a genuine divergence. |
| FN | Fabrinet | Quiet / lagging | -3.6% | 0% of 0 sessions | Not participating yet; a breadth test or a genuine divergence. |
| BHE | Benchmark Electronics, Inc. | Quiet / lagging | -0.6% | 0% of 0 sessions | Not participating yet; a breadth test or a genuine divergence. |
04 · HAS THIS HAPPENED BEFORE
No completed point-in-time outcome is available yet. New live confirmations are now retained with their exact observation timestamp; statistics appear only after the corresponding candles complete.
Only 0 completed episodes across 0 active sessions; treat history as context, not a validated playbook. These episode counts describe recurrence; the outcome ledger above is the only forward-performance evidence.