8 names are moving together; 88% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| KLAC | KLA Corporation | Technology | +6.0% | Group member |
| AMD | Advanced Micro Devices, Inc. | Technology | +13.0% | Most structurally connected |
| JBL | Jabil Inc. | Technology | +7.5% | Group member |
| AEIS | Advanced Energy Industries, Inc | Industrials | +8.6% | Group member |
| ASML | ASML Holding N.V. - New York Re | Technology | +6.5% | Group member |
| TSM | Taiwan Semiconductor Manufactur | Technology | +7.7% | Group member |
| ACLS | Axcelis Technologies, Inc. | Technology | +11.7% | Group member |
| INTC | Intel Corporation | Technology | +11.3% | Group member |
Cohort
8 namesParticipation
88% this sessionObserved history
1 daily buildsFiling coverage
6/8 membersrestructuring
“due to segment change — — (126) (238) 364 — Acquisitions 287 — — — — 287 December 27, 2025 $ 3,690 $ 21,072 $ — $ — $ 364 $ 25,126 During the fourth quarter of fiscal years 2025 and 2024, the Company conducted its annual qualitative impairment tests of goodwill and concluded that there was no goodwill impairment with respect to its reporting units.”
AMD 10-K
demand / volume affecting revenue
“Gaming net revenue of $720 million for the three months ended March 28, 2026 increased by 11% compared to net revenue of $647 million for the prior year period, primarily driven by higher demand of our Radeon TM GPUs partially offset by lower semi-custom revenue.”
AMD 10-Q
capital investment / capacity affecting revenue
“The primary drivers of the change in operating assets and liabilities were a $1.9 billion increase in accounts receivable due to the timing of customer payments and higher revenue, a $1.1 billion increase in inventory primarily to support the continued ramp of Data Center products in advanced process technology nodes and $1.0 billion of tax payments.”
AMD 10-Q
Semiconductor Equipment can stay leader-led if ASML and the next software names fail to join while AMD keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.