Themes / Group
Inactive · established relationshipLatest completed snapshot · Jul 14 · 18:03 ET

MARKET-DISCOVERED GROUP

Payment Technology

THE TRADER READRecurring relationship, inactive in the latest snapshot

Price direction is split across 13 measured members. Capital-flow agreement is 1%, so the basket is not yet clean.

Price breadth10 up · 3 downRelative median unavailable
Capital-flow alignment1%Price breadth is not yet confirmed by flow
Activity nowCalmActivity score 23/100 · lift 0.8×
Evidence depth1 episodeLow sample—context, not a validated playbook
EVIDENCE CLOCK

What happened, in timestamp order

0 timed events
TIMING READA causal timing read is unavailable because no material member price onset could be timestamped.

No session event has enough timestamp precision to place on the clock.

2 earlier filing context receipts

MON, MAY 4AMC filing documented shared operating contextcredit / rates affecting interest expense · date precision only

TUE, MAY 12BRCB filing documented shared operating contextcredit / rates affecting interest expense · date precision only

Headline times and retained activity confirmations are point-in-time evidence. Price order is inferred from aligned 5-minute bars. Filing evidence has date precision only and is context, not an intraday catalyst claim.

01 · WHAT IS HAPPENING

The move, the flow and who is driving it

Price breadth, unusual activity and signed capital flow are separate observations
Price sequence unavailableA timestamped price sequence is unavailable.
RELATIVE CO-MOVEMENT

How the members are behaving together

Session-normalized

Observed intraday paths are not available for this group yet.

02 · WHY IT MATTERS

Why now and where the move could travel

Context and lead/lag links are evidence, not proof of causation or a forecast
WHY NOW

Verified recent context

0 items

No verified recent catalyst is attached to this move. The relationship may be market-led rather than news-led.

WHY THIS GROUP EXISTS

Shared filing context

26/29 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across AMC, AMZN, ARLO, AVR, BFLY, BRCB, CDNA, FABC, FTRE, GRPN, NXDR, PGY, QDEL, RELY, SEZL, SFIX, UPST, WRBY, XMTR, XYZ.

credit / rates affecting interest expense

Net loss during the three months ended March 31, 2026 compared to net loss for the three months ended March 31, 2025 was positively impacted by the increase in attendance as a result of the popularity of new film releases compared to the prior year, decreases in depreciation and amortization and increases in investment income, partially offset by increases in rent, general and administrative expenses, decreases in other income, increases in interest expense, increases in income tax provision and increases in foreign currency translation rates. ​ 38 Table of Contents Theatrical Exhibition–U.S.

AMC 10-Q · 2026-05-05
restructuring affecting expense

Gains and losses on the investment due to observable price changes in orderly transaction for an identical or similar investment of the same issuer or impairment, if any, are recognized in other (expense) income, net within our consolidated statements of operations and comprehensive income (loss) and a new carrying value is established for the investment upon such recognition.

AFRM 10-K · 2025-08-28
restructuring

The strategic investment is subject to periodic impairment analysis, which involves an assessment of both qualitative and quantitative factors, including the investee’s financial metrics, market acceptance of the investee’s product or technology, and the rate at which the investee is using its cash.

ARLO 10-K · 2026-02-27
CONFIRMATION NETWORK

Outsiders and cross-asset links

0 outsiders confirming

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.

TBBKRelationship only · live confirmation unavailable

PGY · text peer

OPFINot confirming

UPST · text peer

PYPLNot confirming

AFRM · text peer

FIGRNot confirming

FABC · text peer

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately
ARLOAVRAMZNDAVEXMTRFABCUPSTFTREBFLYKLARILMNBRCBRELYWRBYAMCOPLNMITKSEZLGRPNNXDRCDNAGMEXYZAFRM

13/29 active10 rising · 3 falling

MemberUnusual activityToday's moveRead now
ARLOArlo Technologies, Inc.
Most unusual · 100/100
Active; unclassifiedActive in 0% of observed group sessions
AVRAnteris Technologies Global Cor
Elevated · 95/100
Active; unclassifiedActive in 50% of observed group sessions
AMZNAmazon.com, Inc.
Elevated · 80/100
-0.6%
Flow confirmerActive in 0% of observed group sessions
DAVEDave Inc.
Elevated · 52/100
+4.9%
Flow confirmerActive in 100% of observed group sessions
XMTRXometry, Inc.
Elevated · 48/100
+0.5%
Active; unclassifiedActive in 0% of observed group sessions
FABCFabric.AI, Inc.
Elevated · 47/100
Active; unclassifiedActive in 0% of observed group sessions
UPSTUpstart Holdings, Inc.
Elevated · 45/100
+5.0%
Active; unclassifiedActive in 0% of observed group sessions
FTREFortrea Holdings Inc.
Elevated · 44/100
Active; unclassifiedActive in 100% of observed group sessions
BFLYButterfly Network, Inc.
Elevated · 44/100
Active; unclassifiedActive in 0% of observed group sessions
KLARKlarna Group plc
Elevated · 42/100
+2.4%
Active; unclassifiedActive in 0% of observed group sessions
ILMNIllumina, Inc.
Elevated · 41/100
+2.9%
Active; unclassifiedActive in 0% of observed group sessions
BRCBBlack Rock Coffee Bar, Inc.
Quiet · 40/100
Watch / laggardActive in 0% of observed group sessions
RELYRemitly Global, Inc.
Quiet · 38/100
+8.0%
Watch / laggardActive in 0% of observed group sessions
WRBYWarby Parker Inc.
Quiet · 36/100
-0.2%
Watch / laggardActive in 0% of observed group sessions
AMCAMC Entertainment Holdings, Inc
Quiet · 36/100
Watch / laggardActive in 0% of observed group sessions
OPLNOPENLANE, Inc.
Quiet · 35/100
-2.3%
Watch / laggardActive in 50% of observed group sessions
MITKMitek Systems, Inc.
Quiet · 34/100
Watch / laggardActive in 0% of observed group sessions
SEZLSezzle Inc.
Quiet · 32/100
+1.8%
Watch / laggardActive in 0% of observed group sessions
GRPNGroupon, Inc.
Quiet · 32/100
Watch / laggardActive in 50% of observed group sessions
NXDRNextdoor Holdings, Inc.
Quiet · 31/100
Watch / laggardActive in 0% of observed group sessions
CDNACareDx, Inc.
Quiet · 30/100
Watch / laggardActive in 0% of observed group sessions
GMEGameStop Corp.
Quiet · 29/100
+0.8%
Watch / laggardActive in 0% of observed group sessions
XYZBlock, Inc.
Quiet · 24/100
+2.6%
Watch / laggardActive in 0% of observed group sessions
AFRMAffirm Holdings, Inc.
Quiet · 22/100
+2.6%
Watch / laggardActive in 0% of observed group sessions
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
ARLOArlo Technologies, Inc.Most unusual0% of 2 sessionsMost unusual activity in this snapshot; performance direction may differ.
AVRAnteris Technologies Global CorParticipating50% of 2 sessionsPrice participation is not yet confirmed by per-name flow.
AMZNAmazon.com, Inc.Participating-0.6%0% of 2 sessionsPrice participation with accumulating signed flow.
DAVEDave Inc.Participating+4.9%100% of 2 sessionsPrice participation with accumulating signed flow.
XMTRXometry, Inc.Participating+0.5%0% of 2 sessionsPrice participation is not yet confirmed by per-name flow.
FABCFabric.AI, Inc.Participating0% of 2 sessionsPrice participation is not yet confirmed by per-name flow.
UPSTUpstart Holdings, Inc.Participating+5.0%0% of 2 sessionsPrice participation is not yet confirmed by per-name flow.
FTREFortrea Holdings Inc.Participating100% of 2 sessionsPrice participation is not yet confirmed by per-name flow.
BFLYButterfly Network, Inc.Participating0% of 2 sessionsPrice participation is not yet confirmed by per-name flow.
KLARKlarna Group plcParticipating+2.4%0% of 2 sessionsPrice participation is not yet confirmed by per-name flow.
ILMNIllumina, Inc.Participating+2.9%0% of 2 sessionsPrice participation is not yet confirmed by per-name flow.
BRCBBlack Rock Coffee Bar, Inc.Quiet / lagging0% of 2 sessionsNot participating yet; a breadth test or a genuine divergence.
RELYRemitly Global, Inc.Quiet / lagging+8.0%0% of 2 sessionsNot participating yet; a breadth test or a genuine divergence.
WRBYWarby Parker Inc.Quiet / lagging-0.2%0% of 2 sessionsNot participating yet; a breadth test or a genuine divergence.
AMCAMC Entertainment Holdings, IncQuiet / lagging0% of 2 sessionsNot participating yet; a breadth test or a genuine divergence.
OPLNOPENLANE, Inc.Quiet / lagging-2.3%50% of 2 sessionsNot participating yet; a breadth test or a genuine divergence.
MITKMitek Systems, Inc.Quiet / lagging0% of 2 sessionsNot participating yet; a breadth test or a genuine divergence.
SEZLSezzle Inc.Quiet / lagging+1.8%0% of 2 sessionsNot participating yet; a breadth test or a genuine divergence.
GRPNGroupon, Inc.Quiet / lagging50% of 2 sessionsNot participating yet; a breadth test or a genuine divergence.
NXDRNextdoor Holdings, Inc.Quiet / lagging0% of 2 sessionsNot participating yet; a breadth test or a genuine divergence.
CDNACareDx, Inc.Quiet / lagging0% of 2 sessionsNot participating yet; a breadth test or a genuine divergence.
GMEGameStop Corp.Quiet / lagging+0.8%0% of 2 sessionsNot participating yet; a breadth test or a genuine divergence.
XYZBlock, Inc.Quiet / lagging+2.6%0% of 2 sessionsNot participating yet; a breadth test or a genuine divergence.
AFRMAffirm Holdings, Inc.Quiet / lagging+2.6%0% of 2 sessionsNot participating yet; a breadth test or a genuine divergence.

04 · HAS THIS HAPPENED BEFORE

Identity history versus measured outcomes

Structural recurrence is not the same as a validated trading outcome
POINT-IN-TIME LIVE OUTCOMES

Live outcome ledger collecting

0/0 events completed

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 point-in-time live watcher observations and conservative same-day EOD observations are included. Later backfills and replay runs are excluded.
Low structural sample

One continuous episode spans 2 active sessions; the independent episode sample remains low—context, not a validated playbook. These episode counts describe recurrence; the outcome ledger above is the only forward-performance evidence.

Structural support9 daysHow often the cohort identity was observed
Completed episodes1Separate periods of broad group activity
Active sessions2Completed session observations, not trades
2026-07-07 → 2026-07-092 active sessions25% composition consistency through the episode
MEMBER CONSISTENCY IN OBSERVED ACTIVE SESSIONS
DAVE100% · 1 episode
FTRE100% · 1 episode
AVR50% · 1 episode
GRPN50% · 1 episode
OPLN50% · 1 episode
OPRA50% · 1 episode
AFRM0% · 0 episodes
AMC0% · 0 episodes
AMZN0% · 0 episodes
ARLO0% · 0 episodes
BFLY0% · 0 episodes
BRCB0% · 0 episodes
CDNA0% · 0 episodes
FABC0% · 0 episodes
GME0% · 0 episodes
ILMN0% · 0 episodes
KLAR0% · 0 episodes
MITK0% · 0 episodes
NXDR0% · 0 episodes
PGY0% · 0 episodes
QDEL0% · 0 episodes
QFIN0% · 0 episodes
RELY0% · 0 episodes
SEZL0% · 0 episodes
SFIX0% · 0 episodes
UPST0% · 0 episodes
WRBY0% · 0 episodes
XMTR0% · 0 episodes
XYZ0% · 0 episodes