BTBT
DGXXsupplier · Not moving with the group now
Filing receipt · BTBT / DGXX
“A Colocation Services Agreement was entered into on April 20, 2023, by and between the Corporation and Bit Digital USA, Inc.”
DGXX · supplier
Confirmed
High-Performance Computing
23 names are moving together; 70% are participating in the current session.
3 observed Confirmed episodes
Co-movement
Observed member paths adjusted against SPY. Shading marks the latest observation window.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| AEVA | Aeva Technologies, Inc. | Technology | -10.4% | 3/8 observed active sessions |
| CORZ | Core Scientific, Inc. | Technology | -3.3% | Group member |
| RIOT | Riot Platforms, Inc. | Financial Services | -3.6% | 2/8 observed active sessions |
| WULF | TeraWulf Inc. | Financial Services | -4.8% | 3/8 observed active sessions |
| EOSE | Eos Energy Enterprises, Inc. | Industrials | -0.8% | 2/8 observed active sessions |
| BIDU | Baidu, Inc. | Communication Services | -3.5% | Group member |
| IREN | IREN LIMITED | Financial Services | -5.2% | 4/8 observed active sessions |
| KEEL | Keel Infrastructure Corp. | Technology | -6.2% | 2/8 observed active sessions |
| PRE | Prenetics Global Limited | Consumer Defensive | +5.3% | 1/8 observed active sessions |
| BLDP | Ballard Power Systems, Inc. | Industrials | -3.6% | Group member |
| USAR | USA Rare Earth, Inc. | Basic Materials | -6.9% | Group member |
| NUAI | New Era Energy & Digital, Inc. | Technology | -7.0% | Group member |
| QMCO | Quantum Corporation | Technology | -3.4% | Group member |
| DGXX | Digi Power X Inc. | Utilities | -5.8% | 1/8 observed active sessions |
| WYFI | WhiteFiber, Inc. | Technology | -6.1% | Group member |
| CRWV | CoreWeave, Inc. | Technology | -6.3% | 2/8 observed active sessions |
| FRMI | Fermi Inc. | Real Estate | -4.1% | Group member |
| HUT | Hut 8 Corp. | Financial Services | -3.0% | 2/8 observed active sessions |
| EH | EHang Holdings Limited | Industrials | -2.9% | 1/8 observed active sessions |
| NBIS | Nebius Group N.V. | Communication Services | -4.1% | Group member |
| GSIT | GSI Technology, Inc. | Technology | -7.9% | Group member |
| ALOY | REalloys Inc. | Basic Materials | -9.9% | Group member |
| APLD | Applied Digital Corporation | Technology | -7.4% | 4/8 observed active sessions |
Why we believe this
Cohort
23 namesParticipation
70% this sessionObserved history
35 daily buildsThis identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
Connected, outside the group
CLSK
IRENpartner · Moving with the group now · 115 min observed
Filing receipt · CLSK / IREN
“Our self-constructed Peer Group Index consists of members of our peer group with available publicly traded market data as of, and subsequent to, November 16, 2021, and c…”
IREN · partner
NVDA
IRENsupplier · Not moving with the group now
Filing receipt · NVDA / IREN
“Our team also has prior experience in the traditional data center and IT managed solutions industries, and we have strong relationships with leading hardware providers f…”
IREN · supplier
CDNS
GSITcustomer · Not moving with the group now
Filing receipt · CDNS / GSIT
“We maintain long-term relationships with leading original equipment manufacturer (“OEM ”) customers, including KYEC, Cadence Design Systems, and Nokia.”
GSIT · customer
GLXY
CRWVcustomer · Not moving with the group now
Filing receipt · GLXY / CRWV
“We expect that our AI/HPC data center business will initially be highly dependent on a single customer, CoreWeave, and may continue to derive a significant portion of th…”
CRWV · customer
History
2026-07-131 observed active session · 100% of active names held across the episode
2026-07-07 → 2026-07-082 observed active sessions · 25% of active names held across the episode
2026-06-24 → 2026-07-025 observed active sessions · 0% of active names held across the episode