Themes / Pair
Active · established relationshipLatest completed snapshot · Aug 18 · 18:02 ET

MARKET-DISCOVERED GROUP

Computer Hardware & Distribution

THE TRADER READLOGI dominates an otherwise mixed group path

1 of 2 measured session-normalized paths align to the upside across 1.6 effective names. Capital-flow agreement is 29%, so the basket is not yet clean. No verified headline preceded the measured move.

Price breadth1 up · 1 down+0.3% session-normalized median path
Capital-flow alignment29%Price breadth is not yet confirmed by flow
Activity nowHotActivity score 78/100 · lift 1.3×
Evidence depth1 episodeLow sample—context, not a validated playbook
EVIDENCE CLOCK

What happened, in timestamp order

2 timed events · 11:10–15:55 ET
TIMING READNo verified timestamped headline was found within 24 hours of the first measured price move in the available common-bar window. The move currently reads as market-led or unexplained.
  1. 5-minute inferenceLOGI registered the first material upside path

    +0.65% session path at the threshold · LOGI

  2. 5-minute inferenceNSIT registered a material downside path

    -0.53% session path at the threshold · NSIT

2 earlier filing context receipts

TUE, JUL 28LOGI filing documented shared operating contextrestructuring affecting expense · date precision only

WED, AUG 5NSIT filing documented shared operating contextrestructuring affecting 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.
THEME CONSTRUCTION

Broad move or one-stock disguise?

Session-normalized 5m paths

Observed movement is concentrated across 1.6 effective names. LOGI represents 73.7% of absolute path energy; 1 of 2 members align with the up relative path.

ConstructionConcentrated73.7% from the largest path
Effective names1.6 / 2Movement diversity after concentration
Direction breadth1/2 alignedupside relative path · 1 counter-moving
Largest moverLOGI 73.7%100.0% from the top two paths
LOGI73.7%Dominant mover · path +1.05% · basket +0.52pp
NSIT26.3%Dominant mover · path -0.38% · basket -0.19pp
Top six names by movement share are shown. Movement share measures absolute 5-minute path energy; signed basket contribution is equal-weight. Neither is a portfolio weight or causal attribution.

01 · WHAT IS HAPPENING

The move, the flow and who is driving it

Price breadth, unusual activity and signed capital flow are separate observations
HOW THE PRICE MOVE SPREAD

Observed session sequence

5-minute bars · inferred
  1. LOGI moved higher firstFirst member to clear the material path threshold · path +0.65%
  2. NSIT registered a material lower path0m after the first price move · path -0.53%

Sequence inferred from aligned 5-minute price paths; it is not a causal ordering.

RELATIVE CO-MOVEMENT

How the members are behaving together

Session-normalized
Sep 28 · 11:10 ETMove visible 14:10 ETSep 29 · 15:55 ET
Group median +0.34%Strongest relative path LOGIWeakest relative path NSIT

Observed member paths normalized to the session. The dashed marker shows when the median move first cleared a material threshold; shading marks the latest 20% of the observed window.

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

2/2 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across LOGI, NSIT.

restructuring affecting expense

“28 Table of Contents Operating Expenses Operating expenses for the three months ended June 30, 2026 and 2025 were as follows (Dollars in thousands): Three Months Ended June 30, 2026 2025 Marketing and selling $ 219,745 $ 195,796 % of sales 17.9 % 17.1 % Research and development 84,623 74,587 % of sales 6.9 % 6.5 % General and administrative 43,525 41,797 % of sales 3.6 % 3.6 % Amortization of intangible assets and acquisition-related costs 926 2,646 % of sales 0.1 % 0.2 % Restructuring charges, net 570 2,042 % of sales — % 0.2 % Total operating expenses $ 349,389 $ 316,868 % of sales 28.5 % 27.6 % The increase in total operating expenses during the three months ended June 30, 2026, compared to the three months ended June 30, 2025, was primarily driven by increases in marketing and selling expenses and research and development expenses.”

LOGI 10-Q · 2026-07-29
demand / volume affecting revenue

“Sales are generally highest during our third fiscal quarter (October to December) primarily due to increased consumer demand during the holiday season and increased spending by businesses in the months nearing the calendar year-end.”

LOGI 10-Q · 2026-07-29
tariffs / trade costs

“During the three months ended June 30, 2026, interest income increased $2.9 million, compared to the three months ended June 30, 2025, primarily driven by interest income associated with IEEPA tariff refunds.”

LOGI 10-Q · 2026-07-29
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.

ADSKNot confirming

NSIT · text peer

CDWNot confirming

NSIT · text peer

SNXNot confirming

NSIT · text peer

PLUSNot confirming

NSIT · text peer

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately
LOGINSIT

2/2 active1 rising · 1 falling

MemberUnusual activityToday's moveRead now
LOGILogitech International S.A.
Most unusual · 100/100
+0.4%
Dominant path moverActive in 100% of observed group sessions
NSITInsight Enterprises, Inc.
Elevated · 58/100
-0.4%
Dominant path moverActive in 100% of observed group sessions
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
LOGILogitech International S.A.Most unusual+0.4%100% of 11 sessionsMost unusual activity in this snapshot; performance direction may differ.
NSITInsight Enterprises, Inc.Participating-0.4%100% of 11 sessionsPrice participation with accumulating signed flow.

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 11 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 support14 daysHow often the cohort identity was observed
Completed episodes1Separate periods of broad group activity
Active sessions11Completed session observations, not trades
2026-07-27 → 2026-08-1411 active sessions100% composition consistency through the episode
MEMBER CONSISTENCY IN OBSERVED ACTIVE SESSIONS
LOGI100% · 1 episode
NSIT100% · 1 episode