6 names are moving together; 50% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| GELS | Gelteq Limited | Healthcare | -5.4% | Group member |
| BSTZ | BlackRock Science and Technolog | Financial Services | -1.9% | Group member |
| TSM | Taiwan Semiconductor Manufactur | Technology | -3.0% | Most structurally connected |
| ARM | Arm Holdings plc | Technology | -7.6% | Group member |
| AMD | Advanced Micro Devices, Inc. | Technology | -4.3% | Group member |
| ASX | ASE Technology Holding Co., Ltd | Technology | -5.1% | Group member |
Cohort
6 namesParticipation
50% this sessionObserved history
3 daily buildsThis identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
TSMsupplier · Not moving with the group now
Filing receipt · MBLY / TSM
“As part of an effort to establish redundancy and better control of our supply chain, we have sought additional qualified suppliers, and we have recently entered into an…”
TSM · supplier
TSMsupplier · Not moving with the group now
Filing receipt · NVDA / TSM
“We utilize foundries, such as Taiwan Semiconductor Manufacturing Company Limited, or TSMC, and Samsung Electronics Co., Ltd., or Samsung, to produce our semiconductor wa…”
TSM · supplier
AMDsupplier · Not moving with the group now
Filing receipt · SANM / AMD
“For example, in October 2025, we acquired the data center infrastructure 23 Table of Contents manufacturing business of ZT Systems from Advanced Micro Devices, Inc., and…”
AMD · supplier
TSMsupplier · Not moving with the group now
Filing receipt · AVGO / TSM
“The majority of our front-end wafer manufacturing operations is outsourced to external foundries, including Taiwan Semiconductor Manufacturing Company Limited (“TSMC”).”
TSM · supplier
TSMsupplier · Not moving with the group now
Filing receipt · QUIK / TSM
“For our commercial products, we outsource wafer fabrication primarily to GlobalFoundries and Taiwan Semiconductor Manufacturing Company Limited ("TSMC").”
TSM · supplier