credit / rates affecting interest expense
“The decrease was primarily due to higher operating income offset by increases in interest expense and provision for income taxes.”
TRNS 10-Q
Confirmed
AI and Digital Services
11 names are moving together; 55% 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 |
|---|---|---|---|---|
| KDK | Kodiak AI, Inc. | Technology | -3.4% | Group member |
| TRNS | Transcat, Inc. | Industrials | -2.2% | Most structurally connected |
| GILT | Gilat Satellite Networks Ltd. | Technology | +3.5% | Group member |
| YMM | Full Truck Alliance Co. Ltd. | Technology | +0.9% | Group member |
| ATEX | Anterix Inc. | Communication Services | +2.3% | Group member |
| BZAI | Blaize Holdings, Inc. | Technology | +4.5% | Group member |
| AREC | American Resources Corporation | Basic Materials | +2.8% | Group member |
| SBET | SharpLink, Inc. | Financial Services | +9.9% | Group member |
| BMNR | BitMine Immersion Technologies, | Financial Services | +11.5% | Group member |
| HIVE | HIVE Digital Technologies Ltd | Financial Services | -1.2% | Group member |
| CPSH | CPS Technologies Corp. | Technology | +1.9% | Group member |
Why we believe this
Cohort
11 namesParticipation
55% this sessionObserved history
1 daily buildsFiling coverage
9/11 membersrestructuring
“Additionally, goodwill resulting from recent acquisitions is more susceptible to impairment because it is recorded at fair value at the time of acquisition.”
TRNS 10-K
credit / rates affecting expense
“Interest and Other Costs: Effective July 1, 2023, interest on outstanding borrowings under the revolving credit facility accrued, at Transcat’s election, at either the variable Daily Simple SOFR or a fixed rate for a designated period at the SOFR corresponding to such period (subject to a 1.00 % floor), in each case, plus a margin.”
TRNS 10-K
AI and Digital Services can stay leader-led if ATEX and the next software names fail to join while TRNS 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.