Themes / Group
Active · newly observed relationshipLatest completed snapshot · Aug 24 · 16:55 ET

MARKET-DISCOVERED GROUP

Tech Growth

THE TRADER READShared activity without a clean directional read

Price direction is split across 16 measured members. Capital-flow confirmation is unavailable.

Price breadth5 up · 11 downRelative median unavailable
Capital-flow alignmentUnavailablePrice breadth is not yet confirmed by flow
Activity nowBuilding_pressureActivity score 39/100
Evidence depth0 support daysLow sample—context, not a validated playbook
EVIDENCE CLOCK

What happened, in timestamp order

0 timed events
TIMING READA causal timing read is unavailable because no material member price onset could be timestamped.

No session event has enough timestamp precision to place on the clock.

2 earlier filing context receipts

TUE, AUG 4DASH filing documented shared operating contextproduct pipeline / R&D affecting expense · date precision only

WED, AUG 19BILL filing documented shared operating contextproduct pipeline / R&D affecting expense · date precision only

Headline times and retained activity confirmations are point-in-time evidence. Price order is inferred from aligned 5-minute bars. Filing evidence has date precision only and is context, not an intraday catalyst claim.

01 · WHAT IS HAPPENING

The move, the flow and who is driving it

Price breadth, unusual activity and signed capital flow are separate observations
Price sequence unavailableA timestamped price sequence is unavailable.
RELATIVE CO-MOVEMENT

How the members are behaving together

Session-normalized

Observed intraday paths are not available for this group yet.

02 · WHY IT MATTERS

Why now and where the move could travel

Context and lead/lag links are evidence, not proof of causation or a forecast
WHY NOW

Verified recent context

0 items

No verified recent catalyst is attached to this move. The relationship may be market-led rather than news-led.

WHY THIS GROUP EXISTS

Shared filing context

13/16 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across BRZE, DASH, DDOG, DUOL, FIG, HPQ, HUBS, KVYO, SHOP.

product pipeline / R&D affecting expense

In the second quarter of 2026, Adjusted EBITDA increased to $914 million from $655 million in the same quarter of 2025, driven primarily by growth in Contribution Profit, partially offset by increases in adjusted research and development expense and adjusted general and administrative expense.

DASH 10-Q · 2026-08-05
restructuring affecting expense

We define Adjusted EBITDA as net income (loss) attributable to DoorDash, Inc. common stockholders, adjusted to include net income (loss) attributable to redeemable non-controlling interests, and exclude (i) certain legal, tax, and regulatory settlements, reserves, and expenses, (ii) loss on disposal of property and equipment, (iii) transaction-related costs (primarily consists of acquisition, integration, and investment related costs), (iv) impairment expenses, (v) restructuring charges, (vi) inventory write-off related to restructuring, (vii) provision for (benefit from) income taxes, (viii) interest income, net, (ix) other (income) expense, net, (x) stock-based compensation expense and certain payroll tax expense, and (xi) depreciation and amortization expense.

DASH 10-Q · 2026-08-05
demand / volume

If merchants and consumers do not embrace the transition to on-demand local commerce platforms as we expect, including as a result of concerns regarding safety, affordability, or for other reasons, whether as a result of incidents on our platform or on our competitors’ platforms or otherwise, or instead adopt alternative solutions that may arise, then the market for our platform may not further develop or may develop slower than we expect, either of which could adversely affect our business, financial condition, and results of operations.

DASH 10-Q · 2026-08-05
CONFIRMATION NETWORK

Outsiders and cross-asset links

0 outsiders confirming
KVYOUNGInverse historical lead/lag · strength -0.21
KVYOSLVPositive historical lead/lag · strength 0.18

Filing-linked outsiders test whether the move is spreading beyond the established cohort.

No high-confidence filing-linked outsiders are available for this group yet.

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately
INTUZBILLTOSTMNDYDASHHUBSWIXDDOGKVYOBRZEDUOLFIGGLBEHPQSHOP

12/16 active5 rising · 11 falling

MemberUnusual activityToday's moveRead now
INTUIntuit Inc.
Elevated · 100/100
-3.4%
Active; unclassifiedHistorical role unavailable
ZZillow Group, Inc.
Elevated · 93/100
-2.5%
Active; unclassifiedHistorical role unavailable
BILLBILL Holdings, Inc.
Elevated · 90/100
-0.9%
Active; unclassifiedHistorical role unavailable
TOSTToast, Inc.
Elevated · 70/100
+0.2%
Active; unclassifiedHistorical role unavailable
MNDYmonday.com Ltd.
Elevated · 64/100
-1.1%
Active; unclassifiedHistorical role unavailable
DASHDoorDash, Inc.
Most unusual · 64/100
+1.9%
Active; unclassifiedHistorical role unavailable
HUBSHubSpot, Inc.
Elevated · 63/100
-2.6%
Active; unclassifiedHistorical role unavailable
WIXWix.com Ltd.
Elevated · 57/100
+2.0%
Active; unclassifiedHistorical role unavailable
DDOGDatadog, Inc.
Elevated · 54/100
-1.2%
Active; unclassifiedHistorical role unavailable
KVYOKlaviyo, Inc.
Elevated · 51/100
-3.2%
Active; unclassifiedHistorical role unavailable
BRZEBraze, Inc.
Elevated · 49/100
-2.1%
Active; unclassifiedHistorical role unavailable
DUOLDuolingo, Inc.
Elevated · 47/100
-0.6%
Active; unclassifiedHistorical role unavailable
FIGFigma, Inc.
Quiet · 38/100
-0.6%
Watch / laggardHistorical role unavailable
GLBEGlobal-E Online Ltd.
Quiet · 37/100
-1.0%
Watch / laggardHistorical role unavailable
HPQHP Inc.
Quiet · 28/100
+3.5%
Watch / laggardHistorical role unavailable
SHOPShopify Inc.
Quiet · 17/100
+2.8%
Watch / laggardHistorical role unavailable
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
INTUIntuit Inc.Participating-3.4%Price participation is not yet confirmed by per-name flow.
ZZillow Group, Inc.Participating-2.5%Price participation is not yet confirmed by per-name flow.
BILLBILL Holdings, Inc.Participating-0.9%Price participation is not yet confirmed by per-name flow.
TOSTToast, Inc.Participating+0.2%Price participation is not yet confirmed by per-name flow.
MNDYmonday.com Ltd.Participating-1.1%Price participation is not yet confirmed by per-name flow.
DASHDoorDash, Inc.Most unusual+1.9%Most unusual activity in this snapshot; performance direction may differ.
HUBSHubSpot, Inc.Participating-2.6%Price participation is not yet confirmed by per-name flow.
WIXWix.com Ltd.Participating+2.0%Price participation is not yet confirmed by per-name flow.
DDOGDatadog, Inc.Participating-1.2%Price participation is not yet confirmed by per-name flow.
KVYOKlaviyo, Inc.Participating-3.2%Price participation is not yet confirmed by per-name flow.
BRZEBraze, Inc.Participating-2.1%Price participation is not yet confirmed by per-name flow.
DUOLDuolingo, Inc.Participating-0.6%Price participation is not yet confirmed by per-name flow.
FIGFigma, Inc.Quiet / lagging-0.6%Not participating yet; a breadth test or a genuine divergence.
GLBEGlobal-E Online Ltd.Quiet / lagging-1.0%Not participating yet; a breadth test or a genuine divergence.
HPQHP Inc.Quiet / lagging+3.5%Not participating yet; a breadth test or a genuine divergence.
SHOPShopify Inc.Quiet / lagging+2.8%Not participating yet; a breadth test or a genuine divergence.

04 · HAS THIS HAPPENED BEFORE

Identity history versus measured outcomes

Structural recurrence is not the same as a validated trading outcome
POINT-IN-TIME LIVE OUTCOMES

Live outcome ledger collecting

0/0 events completed

No completed point-in-time outcome is available yet. New live confirmations are now retained with their exact observation timestamp; statistics appear only after the corresponding candles complete.

No point-in-time live observations have completed yet.
Low structural sample

Only 0 completed episodes across 0 active sessions; treat history as context, not a validated playbook. These episode counts describe recurrence; the outcome ledger above is the only forward-performance evidence.

Structural support0 daysHow often the cohort identity was observed
Completed episodes0Separate periods of broad group activity
Active sessions0Completed session observations, not trades

Historical cohort observations are not available yet.