Themes / Group
Inactive · newly observed relationshipLatest completed snapshot · Aug 10 · 16:55 ET

MARKET-DISCOVERED GROUP

Electronic Components

THE TRADER READRecurring relationship, inactive in the latest snapshot

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

Price breadth17 of 17 fallingRelative median unavailable
Capital-flow alignmentUnavailablePrice breadth is not yet confirmed by flow
Activity nowLow_pressureActivity score 24/100
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

THU, AUG 14COHR filing documented shared operating contextdemand / volume affecting revenue · date precision only

WED, AUG 5AAOI 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

16/17 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across AAOI, AEIS, CGNX, COHR, FN, KN, LFUS, LITE, SANM, VIAV, VICR.

demand / volume affecting revenue

“Lasers revenue increased $40 million year-over-year reflecting higher volumes of annealing lasers in our display capital equipment market partially offset by continued soft demand in precision manufacturing.”

COHR 10-K · 2025-08-15
demand / volume

“The decrease in revenues during the current fiscal year was primarily related to decreases of $71 million in the electronics market primarily due to weak automotive and Silicon Carbide end market demand and $29 million in the industrial market due to macroeconomic conditions, partially offset by $33 million higher volumes in the datacom vertical within the communications market.”

COHR 10-K · 2025-08-15
credit / rates affecting interest expense

“The decrease of $48 million in comparison to fiscal 2024 was driven by driven by $45 million lower interest expense, $8 million higher interest income and $8 million higher income from insurance settlements partially offset by $19 million higher foreign exchange net losses.”

COHR 10-K · 2025-08-15
CONFIRMATION NETWORK

Outsiders and cross-asset links

0 outsiders confirming
AEIS → USOInverse historical lead/lag · strength -0.20

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
LITEAEISVIAVCOHRFNAAOIPLXSKNSANMCGNXNOKJBLBELFBBELFAADEALFUSVICR

0/17 active0 rising · 17 falling

MemberUnusual activityToday's moveRead now
LITELumentum Holdings Inc.
Elevated · 100/100
-8.8%
Active; unclassifiedHistorical role unavailable
AEISAdvanced Energy Industries, Inc.
Elevated · 77/100
-3.3%
Active; unclassifiedHistorical role unavailable
VIAVViavi Solutions Inc.
Elevated · 71/100
-5.0%
Active; unclassifiedHistorical role unavailable
COHRCoherent Corp.
Most unusual · 70/100
-14.3%
Active; unclassifiedHistorical role unavailable
FNFabrinet
Elevated · 56/100
-6.2%
Active; unclassifiedHistorical role unavailable
AAOIApplied Optoelectronics, Inc.
Elevated · 49/100
-2.0%
Active; unclassifiedHistorical role unavailable
PLXSPlexus Corp.
Elevated · 48/100
-1.1%
Active; unclassifiedHistorical role unavailable
KNKnowles Corporation
Elevated · 44/100
-2.1%
Active; unclassifiedHistorical role unavailable
SANMSanmina Corporation
Elevated · 37/100
-1.8%
Active; unclassifiedHistorical role unavailable
CGNXCognex Corporation
Elevated · 37/100
-3.8%
Active; unclassifiedHistorical role unavailable
NOKNokia Corporation Sponsored
Elevated · 36/100
-2.6%
Active; unclassifiedHistorical role unavailable
JBLJabil Inc.
Elevated · 35/100
-1.3%
Active; unclassifiedHistorical role unavailable
BELFBBel Fuse Inc.
Elevated · 34/100
-2.6%
Active; unclassifiedHistorical role unavailable
BELFABel Fuse Inc.
Elevated · 32/100
-2.8%
Active; unclassifiedHistorical role unavailable
ADEAAdeia Inc.
Elevated · 30/100
-1.2%
Active; unclassifiedHistorical role unavailable
LFUSLittelfuse, Inc.
Elevated · 30/100
-0.3%
Active; unclassifiedHistorical role unavailable
VICRVicor Corporation
Quiet · 27/100
-5.6%
Watch / laggardHistorical role unavailable
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
LITELumentum Holdings Inc.Participating-8.8%—Price participation is not yet confirmed by per-name flow.
AEISAdvanced Energy Industries, Inc.Participating-3.3%—Price participation is not yet confirmed by per-name flow.
VIAVViavi Solutions Inc.Participating-5.0%—Price participation is not yet confirmed by per-name flow.
COHRCoherent Corp.Most unusual-14.3%—Most unusual activity in this snapshot; performance direction may differ.
FNFabrinetParticipating-6.2%—Price participation is not yet confirmed by per-name flow.
AAOIApplied Optoelectronics, Inc.Participating-2.0%—Price participation is not yet confirmed by per-name flow.
PLXSPlexus Corp.Participating-1.1%—Price participation is not yet confirmed by per-name flow.
KNKnowles CorporationParticipating-2.1%—Price participation is not yet confirmed by per-name flow.
SANMSanmina CorporationParticipating-1.8%—Price participation is not yet confirmed by per-name flow.
CGNXCognex CorporationParticipating-3.8%—Price participation is not yet confirmed by per-name flow.
NOKNokia Corporation SponsoredParticipating-2.6%—Price participation is not yet confirmed by per-name flow.
JBLJabil Inc.Participating-1.3%—Price participation is not yet confirmed by per-name flow.
BELFBBel Fuse Inc.Participating-2.6%—Price participation is not yet confirmed by per-name flow.
BELFABel Fuse Inc.Participating-2.8%—Price participation is not yet confirmed by per-name flow.
ADEAAdeia Inc.Participating-1.2%—Price participation is not yet confirmed by per-name flow.
LFUSLittelfuse, Inc.Participating-0.3%—Price participation is not yet confirmed by per-name flow.
VICRVicor CorporationQuiet / lagging-5.6%—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.