Themes / Group
Building · newly observed relationshipLatest completed snapshot · 16:55 ET

MARKET-DISCOVERED GROUP

Technology Hardware

THE TRADER READShared activity without a clean directional read

Price direction is split across 16 measured members. Capital-flow confirmation is unavailable.

Price breadth3 up · 13 downRelative median unavailable
Capital-flow alignmentUnavailablePrice breadth is not yet confirmed by flow
Activity nowLow_pressureActivity score 22/100
Evidence depth0 support daysLow 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

WED, MAY 20ALGM filing documented shared operating contextdemand / volume affecting revenue · date precision only

TUE, AUG 4ALAB filing documented shared operating contextdemand / volume affecting revenue · 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

12/16 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across ALGM, AMD, APH, GTX, LSCC, RRX, WDC.

demand / volume affecting revenue

“Industrial and other net sales increased primarily due to an increase in demand for data center applications, industrial automation and robotics products, medical applications and clean energy applications, partially offset by a decrease in consumer products, broad-based industrial products and personal and industrial transport products.”

ALGM 10-K · 2026-05-21
credit / rates affecting interest expense

“We are also exposed to market risk as a result of increases or decreases in the amount of interest expense we must pay on our 2026 Refinanced Loans and borrowings on our bank credit facilities.”

ALGM 10-K · 2026-05-21
demand / volume

“In addition, factors that cause a reduction in the demand from end users of our OEMs’ or other customers’ products, including as a result of increased prices resulting from a rise in global energy and commodity prices and global trade policies, tariffs or a recessionary environment in the markets in which we operate, may in the future continue to cause our direct customers to significantly reduce the number of products ordered from us.”

ALGM 10-K · 2026-05-21
CONFIRMATION NETWORK

Outsiders and cross-asset links

0 outsiders confirming
TER → USOInverse historical lead/lag · strength -0.18
TER → VIXYInverse historical lead/lag · strength -0.12

Filing-linked outsiders test whether the move is spreading beyond the established cohort.

No high-confidence filing-linked outsiders are available for this group yet.

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately
ALGMTERASXALABUMCENSGTXLSCCAPHAMDSIMOTSMRRXINTCWDCSTX

4/16 active3 rising · 13 falling

MemberUnusual activityToday's moveRead now
ALGMAllegro MicroSystems, Inc.
Most unusual · 100/100
-3.0%
Active; unclassifiedHistorical role unavailable
TERTeradyne, Inc.
Elevated · 66/100
-3.7%
Active; unclassifiedHistorical role unavailable
ASXASE Technology Holding Co., Ltd.
Elevated · 66/100
+0.4%
Active; unclassifiedHistorical role unavailable
ALABAstera Labs, Inc.
Elevated · 65/100
-5.0%
Active; unclassifiedHistorical role unavailable
UMCUnited Microelectronics Corporation
Elevated · 56/100
+0.3%
Active; unclassifiedHistorical role unavailable
ENSEnerSys
Elevated · 54/100
-2.9%
Active; unclassifiedHistorical role unavailable
GTXGarrett Motion Inc.
Elevated · 48/100
-2.8%
Active; unclassifiedHistorical role unavailable
LSCCLattice Semiconductor Corporation
Elevated · 47/100
-1.3%
Active; unclassifiedHistorical role unavailable
APHAmphenol Corporation
Elevated · 43/100
-0.9%
Active; unclassifiedHistorical role unavailable
AMDAdvanced Micro Devices, Inc.
Elevated · 40/100
-2.8%
Active; unclassifiedHistorical role unavailable
SIMOSilicon Motion Technology Corporation
Quiet · 38/100
-10.0%
Watch / laggardHistorical role unavailable
TSMTaiwan Semiconductor Manufacturing Company Limited
Quiet · 30/100
-0.3%
Watch / laggardHistorical role unavailable
RRXRegal Rexnord Corporation
Quiet · 29/100
-2.7%
Watch / laggardHistorical role unavailable
INTCIntel Corporation
Quiet · 28/100
-4.0%
Watch / laggardHistorical role unavailable
WDCWestern Digital Corporation
Quiet · 25/100
+1.0%
Watch / laggardHistorical role unavailable
STXSeagate Technology Holdings PLC
Quiet · 21/100
-1.5%
Watch / laggardHistorical role unavailable
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
ALGMAllegro MicroSystems, Inc.Most unusual-3.0%—Most unusual activity in this snapshot; performance direction may differ.
TERTeradyne, Inc.Participating-3.7%—Price participation is not yet confirmed by per-name flow.
ASXASE Technology Holding Co., Ltd.Participating+0.4%—Price participation is not yet confirmed by per-name flow.
ALABAstera Labs, Inc.Participating-5.0%—Price participation is not yet confirmed by per-name flow.
UMCUnited Microelectronics CorporationParticipating+0.3%—Price participation is not yet confirmed by per-name flow.
ENSEnerSysParticipating-2.9%—Price participation is not yet confirmed by per-name flow.
GTXGarrett Motion Inc.Participating-2.8%—Price participation is not yet confirmed by per-name flow.
LSCCLattice Semiconductor CorporationParticipating-1.3%—Price participation is not yet confirmed by per-name flow.
APHAmphenol CorporationParticipating-0.9%—Price participation is not yet confirmed by per-name flow.
AMDAdvanced Micro Devices, Inc.Participating-2.8%—Price participation is not yet confirmed by per-name flow.
SIMOSilicon Motion Technology CorporationQuiet / lagging-10.0%—Not participating yet; a breadth test or a genuine divergence.
TSMTaiwan Semiconductor Manufacturing Company LimitedQuiet / lagging-0.3%—Not participating yet; a breadth test or a genuine divergence.
RRXRegal Rexnord CorporationQuiet / lagging-2.7%—Not participating yet; a breadth test or a genuine divergence.
INTCIntel CorporationQuiet / lagging-4.0%—Not participating yet; a breadth test or a genuine divergence.
WDCWestern Digital CorporationQuiet / lagging+1.0%—Not participating yet; a breadth test or a genuine divergence.
STXSeagate Technology Holdings PLCQuiet / lagging-1.5%—Not 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.

No point-in-time live observations have completed yet.
Low structural sample

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.

Structural support0 daysHow often the cohort identity was observed
Completed episodes0Separate periods of broad group activity
Active sessions0Completed session observations, not trades

Historical cohort observations are not available yet.