9 names are moving together; 89% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| STX | Seagate Technology Holdings PLC | Technology | -4.1% | 1/2 observed active sessions |
| AMD | Advanced Micro Devices, Inc. | Technology | -5.2% | 1/2 observed active sessions |
| WDC | Western Digital Corporation | Technology | -4.2% | 2/2 observed active sessions |
| VRT | Vertiv Holdings, LLC | Industrials | -1.1% | 2/2 observed active sessions |
| LGN | Legence Corp. | Industrials | -4.6% | 1/2 observed active sessions |
| VICR | Vicor Corporation | Technology | -2.4% | 1/2 observed active sessions |
| SNDK | Sandisk Corporation | Technology | -11.0% | Group member |
| LPL | LG Display Co, Ltd AMERICAN DEP | Technology | -0.9% | 1/2 observed active sessions |
| NVDA | NVIDIA Corporation | Technology | -5.1% | 1/2 observed active sessions |
Cohort
9 namesParticipation
89% this sessionObserved history
3 daily buildsFiling coverage
8/9 membersdemand / 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
credit / rates affecting interest expense
“Interest Expense Interest expense of $131 million in 2025 increased by $39 million compared to $92 million in 2024, primarily due to the issuance of $1.5 billion in aggregate principal amount of 4.212% Notes and 4.319% Notes in March 2025.”
AMD 10-K
demand / volume
“The increase was primarily driven by strong demand for our 5th generation AMD EPYC™ processors and AMD Instinct™ MI350 Series GPUs.”
AMD 10-Q
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
NVDAsupplier · Current intraday read unavailable
Filing receipt · OSS / NVDA
“NVIDIA, a key supplier of GPUs to the market, lists more than 500 such applications across a broad set of market spaces, along with focused teams on specific industries…”
NVDA · 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
NVDAcustomer · Current intraday read unavailable
Filing receipt · GPUS / NVDA
“Contemporaneously, we are accelerating the expansion of our Michigan Facility, where customer-installed NVIDIA graphics processing unit (“GPU”) servers are enabling adva…”
NVDA · customer
SNDKsupplier · Current intraday read unavailable
Filing receipt · KXIAY / SNDK
“r other committed expenses, including research and development and building depreciation and payments made directly to Kioxia in consideration for the manufacturing serv…”
SNDK · supplier
NVDAsupplier · Current intraday read unavailable
Filing receipt · SHAZ / NVDA
“We provide enterprise, government and research organizations with sovereign, low-latency access to advanced accelerated computing hardware, including NVIDIA Corporation’…”
NVDA · supplier