Themes / Group
Fading · newly observed relationshipLatest completed snapshot · Aug 21 · 16:50 ET

MARKET-DISCOVERED GROUP

Cyclical Tech & Industrials · TSLA

THE TRADER READShared activity without a clean directional read

Price direction is split across 17 measured members. Capital-flow confirmation is unavailable.

Price breadth10 up · 6 downRelative median unavailable
Capital-flow alignmentUnavailablePrice breadth is not yet confirmed by flow
Activity nowLow_pressureActivity score 21/100
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

WED, JAN 28TSLA 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

“Maintaining such confidence may be challenging due to our limited operating history relative to established competitors; customer unfamiliarity with our products and services; any delays we may experience in scaling manufacturing, delivery and service operations to meet demand; competition and uncertainty regarding the future of electric vehicles, autonomous solutions or our other products and services; our quarterly production and sales performance compared with market expectations; and other factors including those over which we have no control.”

TSLA 10-K · 2026-01-29
demand / volume

“Furthermore, we are impacted by the demand for credits by other automobile manufacturers.”

TSLA 10-Q · 2026-04-23
restructuring affecting expense

“The special charges include severance and fringe benefit costs, in accordance with the Company’s ongoing benefit plan or statutory requirements at foreign locations, and the write-off of acquired intellectual property due to the Company’s decision to discontinue certain product development strategies.”

ADI 10-K · 2025-11-25
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

4/17 active10 rising · 7 falling

MemberUnusual activityToday's moveRead now
QQnity Electronics, Inc.
Elevated · 100/100
-3.5%
Active; unclassifiedHistorical role unavailable
CSTMConstellium SE
Elevated · 75/100
+1.9%
Active; unclassifiedHistorical role unavailable
MPWRMonolithic Power Systems, Inc.
Elevated · 57/100
+0.5%
Active; unclassifiedHistorical role unavailable
STSensata Technologies Holding plc
Elevated · 56/100
+2.1%
Active; unclassifiedHistorical role unavailable
ONON Semiconductor Corporation
Elevated · 43/100
-0.7%
Active; unclassifiedHistorical role unavailable
NVMINova Ltd.
Elevated · 43/100
-1.6%
Active; unclassifiedHistorical role unavailable
MCHPMicrochip Technology Incorporated
Elevated · 36/100
+0.4%
Active; unclassifiedHistorical role unavailable
TXNTexas Instruments Incorporated
Elevated · 35/100
-0.5%
Active; unclassifiedHistorical role unavailable
NXPINXP Semiconductors N.V.
Elevated · 33/100
+1.1%
Active; unclassifiedHistorical role unavailable
POWIPower Integrations, Inc.
Elevated · 33/100
+0.6%
Active; unclassifiedHistorical role unavailable
CAMTCamtek Ltd.
Elevated · 28/100
-1.3%
Active; unclassifiedHistorical role unavailable
TSLATesla, Inc.
Most unusual · 28/100
+5.1%
Active; unclassifiedHistorical role unavailable
ADIAnalog Devices, Inc.
Elevated · 27/100
+0.8%
Active; unclassifiedHistorical role unavailable
STMSTMicroelectronics N.V.
Elevated · 26/100
+1.3%
Active; unclassifiedHistorical role unavailable
AAONAAON, Inc.
Elevated · 24/100
-1.7%
Active; unclassifiedHistorical role unavailable
QCOMQUALCOMM Incorporated
Quiet · 22/100
-0.0%
Watch / laggardHistorical role unavailable
FLRFluor Corporation
Quiet · 16/100
+0.3%
Watch / laggardHistorical role unavailable
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
QQnity Electronics, Inc.Participating-3.5%—Price participation is not yet confirmed by per-name flow.
CSTMConstellium SEParticipating+1.9%—Price participation is not yet confirmed by per-name flow.
MPWRMonolithic Power Systems, Inc.Participating+0.5%—Price participation is not yet confirmed by per-name flow.
STSensata Technologies Holding plcParticipating+2.1%—Price participation is not yet confirmed by per-name flow.
ONON Semiconductor CorporationParticipating-0.7%—Price participation is not yet confirmed by per-name flow.
NVMINova Ltd.Participating-1.6%—Price participation is not yet confirmed by per-name flow.
MCHPMicrochip Technology IncorporatedParticipating+0.4%—Price participation is not yet confirmed by per-name flow.
TXNTexas Instruments IncorporatedParticipating-0.5%—Price participation is not yet confirmed by per-name flow.
NXPINXP Semiconductors N.V.Participating+1.1%—Price participation is not yet confirmed by per-name flow.
POWIPower Integrations, Inc.Participating+0.6%—Price participation is not yet confirmed by per-name flow.
CAMTCamtek Ltd.Participating-1.3%—Price participation is not yet confirmed by per-name flow.
TSLATesla, Inc.Most unusual+5.1%—Most unusual activity in this snapshot; performance direction may differ.
ADIAnalog Devices, Inc.Participating+0.8%—Price participation is not yet confirmed by per-name flow.
STMSTMicroelectronics N.V.Participating+1.3%—Price participation is not yet confirmed by per-name flow.
AAONAAON, Inc.Participating-1.7%—Price participation is not yet confirmed by per-name flow.
QCOMQUALCOMM IncorporatedQuiet / lagging-0.0%—Not participating yet; a breadth test or a genuine divergence.
FLRFluor CorporationQuiet / lagging+0.3%—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.