Themes / Group
Active · newly observed relationshipLatest completed snapshot · Sep 11 · 11:20 ET

MARKET-DISCOVERED GROUP

Semiconductors · TXN

THE TRADER READShared activity without a clean directional read

17 of 17 measured members are rising. Capital-flow confirmation is unavailable.

Price breadth17 of 17 risingRelative median unavailable
Capital-flow alignmentUnavailablePrice breadth is not yet confirmed by flow
Activity nowBuilding_pressureActivity score 46/100
Evidence depth0 support daysLow sample—context, not a validated playbook
EVIDENCE CLOCK

What happened, in timestamp order

1 timed event
TIMING READA causal timing read is unavailable because no material member price onset could be timestamped.
2 earlier filing context receipts

THU, APR 23TXN filing documented shared operating contextdemand / volume affecting revenue · date precision only

SUN, AUG 9AAON 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 THIS GROUP EXISTS

Shared filing context

14/17 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across ADI, FLR, MCHP, MPWR, NXPI, ON, Q, QCOM, TSLA, TXN.

demand / volume affecting revenue

“When we discuss our results: ◦ Unless otherwise noted, changes in our revenue are attributable to changes in customer demand, which are evidenced by fluctuations in shipment volumes. ◦ New products do not tend to have a significant impact on our revenue in any given period because we sell such a large number of products. ◦ From time to time, our revenue and gross profit are affected by changes in demand for higher-priced or lower-priced products, which we refer to as changes in the “mix” of products shipped. ◦ Because we own much of our manufacturing capacity, a significant portion of our operating cost is fixed.”

TXN 10-Q · 2026-04-24
demand / volume

“This growth is primarily driven by data center demand for our liquid cooling solutions.”

AAON 10-Q · 2025-11-06
restructuring affecting expense

“Prepaid expenses and other current assets December 31, 2025 2024 CHIPS Act incentives $ 1,709 $ 904 Other 393 296 Total $ 2,102 $ 1,200 Property, plant and equipment at cost Depreciable Lives (Years) December 31, 2025 2024 Land $ 162 $ 113 Buildings and improvements Up to 40 6,830 6,424 Machinery and equipment 5 – 10 10,690 8,717 Total $ 17,682 $ 15,254 56 Goodwill Goodwill by segment as of December 31, 2025 and 2024, is as follows: December 31, 2025 2024 Analog $ 4,158 $ 4,158 Embedded Processing 172 172 Other — 32 Total $ 4,330 $ 4,362 In 2025, we recognized goodwill impairment of $ 32 million due to a decline in the expected present value of future cash flows from certain products in Other.”

TXN 10-K · 2026-02-06
CONFIRMATION NETWORK

Outsiders and cross-asset links

0 outsiders confirming
Q → BNDInverse historical lead/lag · strength -0.27
Q → UNGPositive historical lead/lag · strength 0.25

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
QCSTMMPWRSTONNVMIMCHPTXNNXPIPOWICAMTTSLAADISTMAAONQCOMFLR

14/17 active17 rising · 0 falling

MemberUnusual activityToday's moveRead now
QQnity Electronics, Inc.
Elevated · 100/100
+2.5%
Active; unclassifiedHistorical role unavailable
CSTMConstellium SE
Elevated · 75/100
+0.9%
Active; unclassifiedHistorical role unavailable
MPWRMonolithic Power Systems, Inc.
Elevated · 57/100
+4.0%
Active; unclassifiedHistorical role unavailable
STSensata Technologies Holding plc
Elevated · 56/100
+3.4%
Active; unclassifiedHistorical role unavailable
ONON Semiconductor Corporation
Elevated · 43/100
+8.5%
Active; unclassifiedHistorical role unavailable
NVMINova Ltd.
Elevated · 43/100
+1.5%
Active; unclassifiedHistorical role unavailable
MCHPMicrochip Technology Incorporated
Elevated · 36/100
+3.7%
Active; unclassifiedHistorical role unavailable
TXNTexas Instruments Incorporated
Most unusual · 35/100
+3.8%
Active; unclassifiedHistorical role unavailable
NXPINXP Semiconductors N.V.
Elevated · 33/100
+4.5%
Active; unclassifiedHistorical role unavailable
POWIPower Integrations, Inc.
Elevated · 33/100
+5.2%
Active; unclassifiedHistorical role unavailable
CAMTCamtek Ltd.
Elevated · 28/100
+2.7%
Active; unclassifiedHistorical role unavailable
TSLATesla, Inc.
Elevated · 28/100
+0.5%
Active; unclassifiedHistorical role unavailable
ADIAnalog Devices, Inc.
Elevated · 27/100
+4.9%
Active; unclassifiedHistorical role unavailable
STMSTMicroelectronics N.V.
Elevated · 26/100
+1.5%
Active; unclassifiedHistorical role unavailable
AAONAAON, Inc.
Elevated · 24/100
+4.2%
Active; unclassifiedHistorical role unavailable
QCOMQUALCOMM Incorporated
Quiet · 22/100
+2.9%
Watch / laggardHistorical role unavailable
FLRFluor Corporation
Quiet · 16/100
+1.3%
Watch / laggardHistorical role unavailable
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
QQnity Electronics, Inc.Participating+2.5%—Price participation is not yet confirmed by per-name flow.
CSTMConstellium SEParticipating+0.9%—Price participation is not yet confirmed by per-name flow.
MPWRMonolithic Power Systems, Inc.Participating+4.0%—Price participation is not yet confirmed by per-name flow.
STSensata Technologies Holding plcParticipating+3.4%—Price participation is not yet confirmed by per-name flow.
ONON Semiconductor CorporationParticipating+8.5%—Price participation is not yet confirmed by per-name flow.
NVMINova Ltd.Participating+1.5%—Price participation is not yet confirmed by per-name flow.
MCHPMicrochip Technology IncorporatedParticipating+3.7%—Price participation is not yet confirmed by per-name flow.
TXNTexas Instruments IncorporatedMost unusual+3.8%—Most unusual activity in this snapshot; performance direction may differ.
NXPINXP Semiconductors N.V.Participating+4.5%—Price participation is not yet confirmed by per-name flow.
POWIPower Integrations, Inc.Participating+5.2%—Price participation is not yet confirmed by per-name flow.
CAMTCamtek Ltd.Participating+2.7%—Price participation is not yet confirmed by per-name flow.
TSLATesla, Inc.Participating+0.5%—Price participation is not yet confirmed by per-name flow.
ADIAnalog Devices, Inc.Participating+4.9%—Price participation is not yet confirmed by per-name flow.
STMSTMicroelectronics N.V.Participating+1.5%—Price participation is not yet confirmed by per-name flow.
AAONAAON, Inc.Participating+4.2%—Price participation is not yet confirmed by per-name flow.
QCOMQUALCOMM IncorporatedQuiet / lagging+2.9%—Not participating yet; a breadth test or a genuine divergence.
FLRFluor CorporationQuiet / lagging+1.3%—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.