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{"link":{"from_id":"equity:BZ= {"link":{"from_id":"equity:BZ=F","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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{"link":{"from_id":"equity:NVD {"link":{"from_id":"equity:NVDA","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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{"link":{"from_id":"equity:VXU {"link":{"from_id":"equity:VXUS","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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{"link":{"from_id":"equity:^FT {"link":{"from_id":"equity:^FTSE","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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{"link":{"from_id":"equity:K&# {"link":{"from_id":"equity:K","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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{"link":{"from_id":"equity:MET {"link":{"from_id":"equity:META","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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{"link":{"from_id":"equity:INF {"link":{"from_id":"equity:INFY","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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{"as_of":"2026-04-22T00:02:59.952489+0 {"as_of":"2026-04-22T00:02:59.952489+00:00","entity_id":"theme:ai_infrastructure","field":"heat_score","value":{"components":{"news":0.158,"pa":0.1875,"sm":1.0,"ta":0.3284},"components_passing":1,"direction":"up","emergent":false,"history":[{"components":{"news":0.0,"pa":0.1125,"sm":1.0,"ta":0.0},"d":"2026-04-16","direction":"neutral","score":0.2338},{"components":{"news":0.0,"pa":0.075,"sm":0.7326,"ta":0.0},"d":"2026-04-17","direction":"neutral","score":0.169},{"components":{"news":0.0,"pa":0.1125,"sm":1.0,"ta":0.0},"d":"2026-04-18","direction":"neutral","score":0.2338},{"components":{"news":0.1881,"pa":0.0375,"sm":1.0,"ta":0.0},"d":"2026-04-19","direction":"neutral","score":0.2677},{"components":{"news":0.0918,"pa":0.1125,"sm":1.0,"ta":0.0},"d":"2026-04-20","direction":"neutral","score":0.2613},{"components":{"news":0.0,"pa":0.0375,"sm":1.0,"ta":0.0},"d":"2026-04-21","direction":"neutral","score":0.2113},{"components":{"news":0.158,"pa":0.1875,"sm":1.0,"ta":0.3284},"d":"2026-04-22","direction":"up","score":0.3693}],"score":0.3693,"updated_at":"2026-04-22T00:02:59.952489+00:00"}}...
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{"as_of":"2026-04-22T00:02:59.952489+0 {"as_of":"2026-04-22T00:02:59.952489+00:00","entity_id":"theme:ai_infrastructure","field":"hot","value":{"as_of":"2026-04-22T00:02:59.952489+00:00","components_passing":1,"is_hot":false}}...
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{"as_of":"2026-04-22T00:02:59.952489+0 {"as_of":"2026-04-22T00:02:59.952489+00:00","entity_id":"theme:ai_infrastructure","field":"narrative","value":{"oneliner":"AI infrastructure / hyperscaler compute \u2014 tracking \u2014 bias up \u2014 ~1 news hits \u2014 12% members w/ TA signal","updated_at":"2026-04-22T00:02:59.952489+00:00"}}...
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{"as_of":"2026-04-22T00:02:59.952489+0 {"as_of":"2026-04-22T00:02:59.952489+00:00","entity_id":"theme:ai_infrastructure","field":"member_tickers","value":["NVDA","AMD","AVGO","ANET","VRT","CRWV","SMCI","DELL"]}...
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{"as_of":"2026-04-22T00:02:59.952489+0 {"as_of":"2026-04-22T00:02:59.952489+00:00","entity_id":"theme:ai_infrastructure","field":"catalysts_14d","value":[]}...
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{"link":{"from_id":"equity:GOO {"link":{"from_id":"equity:GOOGL","to_id":"theme:ai_infrastructure","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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{"link":{"from_id":"equity:GPU {"link":{"from_id":"equity:GPU","to_id":"theme:ai_infrastructure","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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{"link":{"from_id":"equity:TSL {"link":{"from_id":"equity:TSLA","to_id":"theme:ai_infrastructure","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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{"link":{"from_id":"equity:AMZ {"link":{"from_id":"equity:AMZN","to_id":"theme:ai_infrastructure","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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{"link":{"from_id":"equity:AAP {"link":{"from_id":"equity:AAPL","to_id":"theme:ai_infrastructure","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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{"link":{"from_id":"equity:CAT {"link":{"from_id":"equity:CAT","to_id":"theme:ai_infrastructure","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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{"link":{"from_id":"equity:NBI {"link":{"from_id":"equity:NBIS","to_id":"theme:ai_infrastructure","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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{"link":{"from_id":"equity:TSM {"link":{"from_id":"equity:TSM","to_id":"theme:ai_infrastructure","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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{"link":{"from_id":"equity:US_ {"link":{"from_id":"equity:US_OIL_WTI","to_id":"theme:ai_infrastructure","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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{"link":{"from_id":"equity:CEG {"link":{"from_id":"equity:CEG","to_id":"theme:ai_infrastructure","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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{"link":{"from_id":"equity:FER {"link":{"from_id":"equity:FERC","to_id":"theme:ai_infrastructure","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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{"link":{"from_id":"equity:AI& {"link":{"from_id":"equity:AI","to_id":"theme:ai_infrastructure","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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{"link":{"from_id":"equity:FSD {"link":{"from_id":"equity:FSD","to_id":"theme:ai_infrastructure","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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{"link":{"from_id":"equity:ETN {"link":{"from_id":"equity:ETN","to_id":"theme:ai_infrastructure","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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{"link":{"from_id":"equity:BN& {"link":{"from_id":"equity:BN","to_id":"theme:ai_infrastructure","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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{"link":{"from_id":"equity:NED {"link":{"from_id":"equity:NEDC","to_id":"theme:ai_infrastructure","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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NULL
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opportunity:member_of_close:ai_infrastructure:NEDC opportunity:member_of_close:ai_infrastructure:NEDC:2026-04-22...
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NULL
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2026-04-22T00:03:08.635340+00:00
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476711
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evt_4b03d13cf245
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2026-04-22T00:02:59.952489+00:00
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:AEH {"link":{"from_id":"equity:AEHR","to_id":"theme:ai_infrastructure","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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opportunity:member_of_close:ai_infrastructure:AEHR opportunity:member_of_close:ai_infrastructure:AEHR:2026-04-22...
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NULL
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2026-04-22T00:03:08.637244+00:00
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476712
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evt_d5b2bfe61633
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2026-04-22T00:02:59.952489+00:00
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:NAS {"link":{"from_id":"equity:NASDAQ","to_id":"theme:ai_infrastructure","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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NULL
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0.0
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opportunity:member_of_close:ai_infrastructure:NASD opportunity:member_of_close:ai_infrastructure:NASDAQ:2026-04-22...
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NULL
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2026-04-22T00:03:08.639436+00:00
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476713
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evt_0721899c63ea
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2026-04-22T00:02:59.952489+00:00
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:GOO {"link":{"from_id":"equity:GOOG","to_id":"theme:ai_infrastructure","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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NULL
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0.0
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opportunity:member_of_close:ai_infrastructure:GOOG opportunity:member_of_close:ai_infrastructure:GOOG:2026-04-22...
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NULL
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2026-04-22T00:03:08.641550+00:00
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476714
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evt_43deec865c28
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2026-04-22T00:02:59.952489+00:00
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:MET {"link":{"from_id":"equity:META","to_id":"theme:ai_infrastructure","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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NULL
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0.0
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opportunity:member_of_close:ai_infrastructure:META opportunity:member_of_close:ai_infrastructure:META:2026-04-22...
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NULL
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2026-04-22T00:03:08.643727+00:00
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evt_1ef71f8f5399
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:LUM {"link":{"from_id":"equity:LUMN","to_id":"theme:ai_infrastructure","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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NULL
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0.0
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opportunity:member_of_close:ai_infrastructure:LUMN opportunity:member_of_close:ai_infrastructure:LUMN:2026-04-22...
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NULL
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2026-04-22T00:03:08.645912+00:00
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evt_b53d777be864
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2026-04-22T00:02:59.952489+00:00
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:EOS {"link":{"from_id":"equity:EOSE","to_id":"theme:ai_infrastructure","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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NULL
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0.0
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opportunity:member_of_close:ai_infrastructure:EOSE opportunity:member_of_close:ai_infrastructure:EOSE:2026-04-22...
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NULL
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2026-04-22T00:03:08.648109+00:00
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evt_5ce100f8f1d2
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2026-04-22T00:02:59.952489+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-22T00:02:59.952489+0 {"as_of":"2026-04-22T00:02:59.952489+00:00","entity_id":"theme:memory_ai_datacenter","field":"heat_score","value":{"components":{"news":0.1598,"pa":0.1286,"sm":0.7292,"ta":0.0},"components_passing":1,"direction":"down","emergent":false,"history":[{"components":{"news":0.0,"pa":0.0,"sm":0.7775,"ta":0.0},"d":"2026-04-16","direction":"down","score":0.1555},{"components":{"news":0.0,"pa":0.0,"sm":0.085,"ta":0.0},"d":"2026-04-17","direction":"down","score":0.017},{"components":{"news":0.0,"pa":0.0,"sm":0.5497,"ta":0.0},"d":"2026-04-18","direction":"down","score":0.1099},{"components":{"news":0.0,"pa":0.1286,"sm":0.6471,"ta":0.0},"d":"2026-04-19","direction":"neutral","score":0.168},{"components":{"news":0.0,"pa":0.1286,"sm":0.7508,"ta":0.0},"d":"2026-04-20","direction":"neutral","score":0.1887},{"components":{"news":0.0,"pa":0.0,"sm":0.0723,"ta":0.0},"d":"2026-04-21","direction":"down","score":0.0145},{"components":{"news":0.1598,"pa":0.1286,"sm":0.7292,"ta":0.0},"d":"2026-04-22","direction":"down","score":0.2324}],"score":0.2324,"updated_at":"2026-04-22T00:02:59.952489+00:00"}}...
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NULL
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0.0
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opportunity:theme_fact:memory_ai_datacenter:heat_s opportunity:theme_fact:memory_ai_datacenter:heat_score:2026-04-22...
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NULL
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2026-04-22T00:03:08.652538+00:00
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evt_51da310d0c0d
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2026-04-22T00:02:59.952489+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-22T00:02:59.952489+0 {"as_of":"2026-04-22T00:02:59.952489+00:00","entity_id":"theme:memory_ai_datacenter","field":"hot","value":{"as_of":"2026-04-22T00:02:59.952489+00:00","components_passing":1,"is_hot":false}}...
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NULL
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0.0
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opportunity:theme_fact:memory_ai_datacenter:hot:20 opportunity:theme_fact:memory_ai_datacenter:hot:2026-04-22...
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NULL
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2026-04-22T00:03:08.654928+00:00
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evt_d473ca9dc427
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2026-04-22T00:02:59.952489+00:00
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[]
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{"as_of":"2026-04-22T00:02:59.952489+0 {"as_of":"2026-04-22T00:02:59.952489+00:00","entity_id":"theme:memory_ai_datacenter","field":"narrative","value":{"oneliner":"Memory cycle (AI datacenters) \u2014 tracking \u2014 bias down \u2014 ~1 news hits","updated_at":"2026-04-22T00:02:59.952489+00:00"}}...
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0.0
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opportunity:theme_fact:memory_ai_datacenter:narrat opportunity:theme_fact:memory_ai_datacenter:narrative:2026-04-22...
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NULL
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2026-04-22T00:03:08.657173+00:00
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evt_bf8df64eb2a0
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-22T00:02:59.952489+0 {"as_of":"2026-04-22T00:02:59.952489+00:00","entity_id":"theme:memory_ai_datacenter","field":"member_tickers","value":["MU","WDC","SNDK","LITE","STX","005930.KS","000660.KS","US_OIL_WTI"]}...
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NULL
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0.0
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opportunity:theme_fact:memory_ai_datacenter:member opportunity:theme_fact:memory_ai_datacenter:member_tickers:2026-04-22...
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NULL
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2026-04-22T00:03:08.661170+00:00
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evt_5821b8a437fd
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2026-04-22T00:02:59.952489+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-22T00:02:59.952489+0 {"as_of":"2026-04-22T00:02:59.952489+00:00","entity_id":"theme:memory_ai_datacenter","field":"catalysts_14d","value":[{"at":"2026-04-27T00:00:00Z","family":"catalyst","label":"SSD earnings on 2026-04-27 (amc)"}]}...
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NULL
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0.0
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opportunity:theme_fact:memory_ai_datacenter:cataly opportunity:theme_fact:memory_ai_datacenter:catalysts_14d:2026-04-22...
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NULL
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2026-04-22T00:03:08.663463+00:00
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evt_978bce6c86eb
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2026-04-22T00:02:59.952489+00:00
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:AMD {"link":{"from_id":"equity:AMD","to_id":"theme:memory_ai_datacenter","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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NULL
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0.0
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opportunity:member_of_close:memory_ai_datacenter:A opportunity:member_of_close:memory_ai_datacenter:AMD:2026-04-22...
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NULL
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2026-04-22T00:03:08.667869+00:00
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476723
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evt_8cc22764e3e1
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:^IX {"link":{"from_id":"equity:^IXIC","to_id":"theme:memory_ai_datacenter","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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0.0
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opportunity:member_of_close:memory_ai_datacenter:^ opportunity:member_of_close:memory_ai_datacenter:^IXIC:2026-04-22...
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NULL
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2026-04-22T00:03:08.670266+00:00
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476724
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evt_39165a6afef5
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2026-04-22T00:02:59.952489+00:00
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:GPU {"link":{"from_id":"equity:GPU","to_id":"theme:memory_ai_datacenter","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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NULL
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0.0
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opportunity:member_of_close:memory_ai_datacenter:G opportunity:member_of_close:memory_ai_datacenter:GPU:2026-04-22...
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NULL
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2026-04-22T00:03:08.672584+00:00
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476725
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evt_23565c9e5344
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2026-04-22T00:02:59.952489+00:00
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:SPY {"link":{"from_id":"equity:SPY","to_id":"theme:memory_ai_datacenter","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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opportunity:member_of_close:memory_ai_datacenter:S opportunity:member_of_close:memory_ai_datacenter:SPY:2026-04-22...
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NULL
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2026-04-22T00:03:08.674752+00:00
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476726
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evt_1b02965e9fd6
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link_upsert
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:AMZ {"link":{"from_id":"equity:AMZN","to_id":"theme:memory_ai_datacenter","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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opportunity:member_of_close:memory_ai_datacenter:A opportunity:member_of_close:memory_ai_datacenter:AMZN:2026-04-22...
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NULL
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2026-04-22T00:03:08.676941+00:00
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476727
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evt_239bc57ed77b
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2026-04-22T00:02:59.952489+00:00
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:NBI {"link":{"from_id":"equity:NBIS","to_id":"theme:memory_ai_datacenter","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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0.0
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opportunity:member_of_close:memory_ai_datacenter:N opportunity:member_of_close:memory_ai_datacenter:NBIS:2026-04-22...
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NULL
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2026-04-22T00:03:08.679080+00:00
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476728
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evt_16058a08301b
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2026-04-22T00:02:59.952489+00:00
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:MRV {"link":{"from_id":"equity:MRVL","to_id":"theme:memory_ai_datacenter","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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NULL
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0.0
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opportunity:member_of_close:memory_ai_datacenter:M opportunity:member_of_close:memory_ai_datacenter:MRVL:2026-04-22...
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NULL
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2026-04-22T00:03:08.681050+00:00
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476729
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evt_1d9347b109db
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2026-04-22T00:02:59.952489+00:00
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:NFL {"link":{"from_id":"equity:NFLX","to_id":"theme:memory_ai_datacenter","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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0.0
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opportunity:member_of_close:memory_ai_datacenter:N opportunity:member_of_close:memory_ai_datacenter:NFLX:2026-04-22...
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NULL
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2026-04-22T00:03:08.684941+00:00
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