Themes / Group
Building · established relationshipLatest completed snapshot · Jul 14 · 18:03 ET

MARKET-DISCOVERED GROUP

Software & Financial Services

THE TRADER READShared activity without a clean directional read

Price direction is split across 10 measured members. Capital-flow agreement is 24%, so the basket is not yet clean.

Price breadth9 up · 1 downRelative median unavailable
Capital-flow alignment24%Price breadth is not yet confirmed by flow
Activity nowNormalActivity score 45/100 · lift 1.0×
Evidence depth3 episodesLow 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

MON, MAY 4EVGO filing documented shared operating contextcredit / rates affecting interest expense · date precision only

SUN, MAY 10DDD filing documented shared operating contextcredit / rates affecting interest 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.

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

16/22 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across DDD, EVGO, GLXY, KOPN, LCID, MARA, NRXP, RUM, VSAT, XXI.

credit / rates affecting interest expense

Interest expense Interest expense increased by $1.6 million for the three months ended March 31, 2026, compared to the prior year period, primarily due to interest expense related to the 2030 Notes.

DDD 10-Q · 2026-05-11
restructuring

Acquired intangible assets are subject to impairment considerations whenever events or circumstances indicate that the carrying amounts may not be recoverable.

AUR 10-K · 2026-02-11
restructuring affecting expense

The year-over-year decline in SG&A was primarily due to: • $12.4 million decrease in compensation and benefits expense primarily related to lower compensation expense due to the impact of our restructuring actions and divestitures and lower cash and stock-based annual incentive compensation; • $4.4 million decrease in third-party service provider and consulting costs primarily due to lower audit and accounting fees during the three months ended March 31, 2026; and • $1.2 million decrease in other corporate costs primarily related to reductions in facilities and travel and entertainment costs due to the impact of our cost saving actions completed in the prior year.

DDD 10-Q · 2026-05-11
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.

RIVNNot confirming

LCID · text peer

JOBYNot confirming

LCID · text peer

BTGONot confirming

XXI · text peer

KDKNot confirming

AUR · text peer

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately
SSYSIHSHIVEMARAFSCONRXPDDDWRDTSSIRUMSYMSRTAVSATFEIMAURLCIDPONYXXIEVGOKOPNGLXYPRFX

13/22 active9 rising · 1 falling

MemberUnusual activityToday's moveRead now
SSYSStratasys, Ltd.
Most unusual · 100/100
Active; unclassifiedActive in 0% of observed group sessions
IHSIHS Holding Limited
Elevated · 91/100
+0.6%
Active; unclassifiedActive in 0% of observed group sessions
HIVEHIVE Digital Technologies Ltd
Elevated · 84/100
Flow divergenceActive in 25% of observed group sessions
MARAMARA Holdings, Inc.
Elevated · 67/100
+1.2%
Flow divergenceActive in 50% of observed group sessions
FSCOFS Credit Opportunities Corp.
Elevated · 62/100
Active; unclassifiedActive in 0% of observed group sessions
NRXPNRX Pharmaceuticals, Inc.
Elevated · 59/100
Active; unclassifiedActive in 0% of observed group sessions
DDD3D Systems Corporation
Elevated · 58/100
Active; unclassifiedActive in 0% of observed group sessions
WRDWeRide Inc.
Elevated · 51/100
+5.8%
Active; unclassifiedActive in 0% of observed group sessions
TSSITSS, Inc.
Elevated · 51/100
Active; unclassifiedActive in 0% of observed group sessions
RUMRUM Group Inc.
Elevated · 50/100
Active; unclassifiedActive in 0% of observed group sessions
SYMSymbotic Inc.
Elevated · 48/100
+1.0%
Flow confirmerActive in 0% of observed group sessions
SRTAStrata Critical Medical, Inc.
Elevated · 47/100
Active; unclassifiedActive in 0% of observed group sessions
VSATViasat, Inc.
Elevated · 40/100
+0.8%
Active; unclassifiedActive in 12.5% of observed group sessions
FEIMFrequency Electronics, Inc.
Quiet · 38/100
Watch / laggardActive in 12.5% of observed group sessions
AURAurora Innovation, Inc.
Quiet · 35/100
+1.9%
Watch / laggardActive in 12.5% of observed group sessions
LCIDLucid Group, Inc.
Quiet · 34/100
-2.0%
Watch / laggardActive in 0% of observed group sessions
PONYPony AI Inc.
Quiet · 31/100
+6.3%
Watch / laggardActive in 12.5% of observed group sessions
XXITwenty One Capital, Inc.
Quiet · 28/100
+5.1%
Watch / laggardActive in 0% of observed group sessions
EVGOEVgo Inc.
Quiet · 26/100
Watch / laggardActive in 0% of observed group sessions
KOPNKopin Corporation
Quiet · 26/100
Watch / laggardActive in 0% of observed group sessions
GLXYGalaxy Digital
Quiet · 24/100
+0.9%
Watch / laggardActive in 0% of observed group sessions
PRFXPRF Technologies Ltd.
Quiet · 23/100
Watch / laggardActive in 0% of observed group sessions
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
SSYSStratasys, Ltd.Most unusual0% of 8 sessionsMost unusual activity in this snapshot; performance direction may differ.
IHSIHS Holding LimitedParticipating+0.6%0% of 8 sessionsPrice participation is not yet confirmed by per-name flow.
HIVEHIVE Digital Technologies LtdParticipating25% of 8 sessionsPrice participation with distributing signed flow.
MARAMARA Holdings, Inc.Participating+1.2%50% of 8 sessionsPrice participation with distributing signed flow.
FSCOFS Credit Opportunities Corp.Participating0% of 8 sessionsPrice participation is not yet confirmed by per-name flow.
NRXPNRX Pharmaceuticals, Inc.Participating0% of 8 sessionsPrice participation is not yet confirmed by per-name flow.
DDD3D Systems CorporationParticipating0% of 8 sessionsPrice participation is not yet confirmed by per-name flow.
WRDWeRide Inc.Participating+5.8%0% of 8 sessionsPrice participation is not yet confirmed by per-name flow.
TSSITSS, Inc.Participating0% of 8 sessionsPrice participation is not yet confirmed by per-name flow.
RUMRUM Group Inc.Participating0% of 8 sessionsPrice participation is not yet confirmed by per-name flow.
SYMSymbotic Inc.Participating+1.0%0% of 8 sessionsPrice participation with accumulating signed flow.
SRTAStrata Critical Medical, Inc.Participating0% of 8 sessionsPrice participation is not yet confirmed by per-name flow.
VSATViasat, Inc.Participating+0.8%12.5% of 8 sessionsPrice participation is not yet confirmed by per-name flow.
FEIMFrequency Electronics, Inc.Quiet / lagging12.5% of 8 sessionsNot participating yet; a breadth test or a genuine divergence.
AURAurora Innovation, Inc.Quiet / lagging+1.9%12.5% of 8 sessionsNot participating yet; a breadth test or a genuine divergence.
LCIDLucid Group, Inc.Quiet / lagging-2.0%0% of 8 sessionsNot participating yet; a breadth test or a genuine divergence.
PONYPony AI Inc.Quiet / lagging+6.3%12.5% of 8 sessionsNot participating yet; a breadth test or a genuine divergence.
XXITwenty One Capital, Inc.Quiet / lagging+5.1%0% of 8 sessionsNot participating yet; a breadth test or a genuine divergence.
EVGOEVgo Inc.Quiet / lagging0% of 8 sessionsNot participating yet; a breadth test or a genuine divergence.
KOPNKopin CorporationQuiet / lagging0% of 8 sessionsNot participating yet; a breadth test or a genuine divergence.
GLXYGalaxy DigitalQuiet / lagging+0.9%0% of 8 sessionsNot participating yet; a breadth test or a genuine divergence.
PRFXPRF Technologies Ltd.Quiet / lagging0% of 8 sessionsNot 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.

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

Only 3 completed episodes across 8 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 support45 daysHow often the cohort identity was observed
Completed episodes3Separate periods of broad group activity
Active sessions8Completed session observations, not trades
2026-07-071 active session100% composition consistency through the episode
2026-06-24 → 2026-07-026 active sessionsNo name was active through every recorded session
2026-06-051 active session100% composition consistency through the episode
MEMBER CONSISTENCY IN OBSERVED ACTIVE SESSIONS
MARA50% · 2 episodes
HIVE25% · 1 episode
AUR12.5% · 1 episode
FEIM12.5% · 1 episode
PONY12.5% · 1 episode
VSAT12.5% · 1 episode
DDD0% · 0 episodes
EVGO0% · 0 episodes
FSCO0% · 0 episodes
GLXY0% · 0 episodes
IHS0% · 0 episodes
KOPN0% · 0 episodes
LCID0% · 0 episodes
NRXP0% · 0 episodes
PRFX0% · 0 episodes
RUM0% · 0 episodes
SRTA0% · 0 episodes
SSYS0% · 0 episodes
SYM0% · 0 episodes
TSSI0% · 0 episodes
WRD0% · 0 episodes
XXI0% · 0 episodes