4 names are moving together; 75% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| AMD | Advanced Micro Devices, Inc. | Technology | -1.9% | 1/1 observed active sessions |
| LGN | Legence Corp. | Industrials | +6.9% | 1/1 observed active sessions |
| LPL | LG Display Co, Ltd AMERICAN DEP | Technology | -0.2% | 1/1 observed active sessions |
| NVDA | NVIDIA Corporation | Technology | +2.9% | 1/1 observed active sessions |
Cohort
4 namesParticipation
75% this sessionObserved history
1 daily buildsFiling coverage
3/4 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
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
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
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
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
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
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
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
NVDAsupplier · Not moving with the group now
Filing receipt · ANET / NVDA
“Both IB and NVLink are often sold as part of a vertical solution along with the GPUs from Nvidia.”
NVDA · supplier