MARKET-DISCOVERED GROUP
Price direction is split across 11 measured members. Capital-flow agreement is 53%, so the basket is not yet clean.
No session event has enough timestamp precision to place on the clock.
WED, MAY 6SEDG filing documented shared operating contextrestructuring affecting expense · date precision only
MON, MAY 11AMBQ filing documented shared operating contextrestructuring affecting expense · date precision only
01 · WHAT IS HAPPENING
Observed intraday paths are not available for this group yet.
02 · WHY IT MATTERS
No verified recent catalyst is attached to this move. The relationship may be market-led rather than news-led.
Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across AMBA, AMBQ, ARRY, CEVA, CLFD, CSCO, GCTS, HLIT, HPE, PDFS, PENG, QCOM, RMBS, SEDG, SMTC, SNX, SYNA, VPG.
“Sales and Marketing Three Months Ended March 31, 2025 to 2026 2026 2025 Change (In thousands) Sales and marketing $ 27,449 $ 31,657 % (4,208 ) (13.3 )% Sales and marketing expenses decreased by $4.2 million, or 13.3%, in the three months ended March 31, 2026 compared to the three months ended March 31, 2025, primarily due to: • a decrease in personnel-related costs of $2.3 million resulting from our workforce reduction plan designed to reduce operating expenses and align our cost structure to current market dynamics; • a decrease in travel and hospitality costs of $0.8 million; and • a decrease in depreciation and amortization of $0.5 million.”
SEDG 10-Q · 2026-05-07
“This decrease in blended ASP per watt was partially offset by a higher number of power optimizers shipped, compared to the number of inverters shipped; as well as higher ASP due to increase in sales in the U.S. compared to sales in Europe, which is characterized by a higher demand for residential products, which have a higher ASP per watt out of our total solar product mix.”
SEDG 10-Q · 2025-11-06
“SOLAREDGE TECHNOLOGIES INC. | 2026 Form 10-Q | 12 Operating Expenses: Research and Development, net Three Months Ended March 31, 2025 to 2026 2026 2025 Change (In thousands) Research and development, net $ 50,155 $ 61,997 $ (11,842 ) (19.1 )% Research and development, net costs decreased by $11.8 million or 19.1%, in the three months ended March 31, 2026 compared to the three months ended March 31, 2025, primarily due to: • a decrease in personnel-related costs of $12.3 million resulting from our workforce reduction plan designed to reduce operating expenses and align our cost structure to current market dynamics, which was partially offset by the weakening of the USD compared to the NIS; and • a decrease in depreciation and amortization of $1.0 million; This was partially offset by: • an increase in other directly overhead costs of $1.2 million.”
SEDG 10-Q · 2026-05-07
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.
03 · WHO IS IN IT
8/24 active5 rising · 6 falling
| TICKER | Company | Role now | Today | Observed history | Trader interpretation |
|---|---|---|---|---|---|
| SEDG | SolarEdge Technologies, Inc. | Most unusual | -0.2% | 0% of 7 sessions | Most unusual activity in this snapshot; performance direction may differ. |
| ITRN | Ituran Location and Control Ltd | Participating | — | 14.3% of 7 sessions | Price participation is not yet confirmed by per-name flow. |
| AMBQ | Ambiq Micro, Inc. | Participating | — | 0% of 7 sessions | Price participation is not yet confirmed by per-name flow. |
| AVGO | Broadcom Inc. | Participating | +1.2% | 0% of 7 sessions | Price participation with distributing signed flow. |
| SNX | TD SYNNEX Corporation | Participating | -0.1% | 28.6% of 7 sessions | Price participation with distributing signed flow. |
| AIP | Arteris, Inc. | Participating | — | 14.3% of 7 sessions | Price participation is not yet confirmed by per-name flow. |
| CSCO | Cisco Systems, Inc. | Participating | +1.4% | 0% of 7 sessions | Price participation with distributing signed flow. |
| ARRY | Array Technologies, Inc. | Participating | — | 0% of 7 sessions | Price participation is not yet confirmed by per-name flow. |
| CEVA | CEVA, Inc. | Quiet / lagging | — | 42.9% of 7 sessions | Not participating yet; a breadth test or a genuine divergence. |
| HPE | Hewlett Packard Enterprise Company | Quiet / lagging | +0.9% | 0% of 7 sessions | Not participating yet; a breadth test or a genuine divergence. |
| PENG | Penguin Solutions, Inc. | Quiet / lagging | — | 14.3% of 7 sessions | Not participating yet; a breadth test or a genuine divergence. |
| SYNA | Synaptics Incorporated | Quiet / lagging | -0.6% | 28.6% of 7 sessions | Not participating yet; a breadth test or a genuine divergence. |
| PDFS | PDF Solutions, Inc. | Quiet / lagging | — | 42.9% of 7 sessions | Not participating yet; a breadth test or a genuine divergence. |
| GCTS | GCT Semiconductor Holding, Inc. | Quiet / lagging | — | 0% of 7 sessions | Not participating yet; a breadth test or a genuine divergence. |
| RMBS | Rambus Inc. | Quiet / lagging | -1.0% | 0% of 7 sessions | Not participating yet; a breadth test or a genuine divergence. |
| CLFD | Clearfield, Inc. | Quiet / lagging | — | 14.3% of 7 sessions | Not participating yet; a breadth test or a genuine divergence. |
| NVEC | NVE Corporation | Quiet / lagging | — | 42.9% of 7 sessions | Not participating yet; a breadth test or a genuine divergence. |
| ENPH | Enphase Energy, Inc. | Quiet / lagging | +0.7% | 14.3% of 7 sessions | Not participating yet; a breadth test or a genuine divergence. |
| QCOM | QUALCOMM Incorporated | Quiet / lagging | -0.0% | 14.3% of 7 sessions | Not participating yet; a breadth test or a genuine divergence. |
| SMTC | Semtech Corporation | Quiet / lagging | -0.6% | 0% of 7 sessions | Not participating yet; a breadth test or a genuine divergence. |
| AMBA | Ambarella, Inc. | Quiet / lagging | +1.8% | 14.3% of 7 sessions | Not participating yet; a breadth test or a genuine divergence. |
| VPG | Vishay Precision Group, Inc. | Quiet / lagging | — | 0% of 7 sessions | Not participating yet; a breadth test or a genuine divergence. |
| MX | Magnachip Semiconductor Corpora | Quiet / lagging | — | 0% of 7 sessions | Not participating yet; a breadth test or a genuine divergence. |
| HLIT | Harmonic Inc. | Quiet / lagging | — | 0% of 7 sessions | Not participating yet; a breadth test or a genuine divergence. |
04 · HAS THIS HAPPENED BEFORE
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 2 completed episodes across 7 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.