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106551
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evt_62fc817770e5
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artifact_upsert
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2026-04-18T00:04:12.129298+00:00
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planner
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[]
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{"artifact_id":"art_daily_plan_2026-04 {"artifact_id":"art_daily_plan_2026-04-17","confidence":0.95,"created_at":"2026-04-18T00:04:12.129298+00:00","evidence_event_ids":[],"kind":"daily_plan","meta":{"day":"2026-04-17","fingerprint":"fb82e58b3132769c0f18e333be31103f189b64d1","plan_fingerprint":"13d103791a3492adc1be490c26f453c40f0bde1a","source":"planner"},"output_json":{"day":"2026-04-17","plan":{"day":"2026-04-17","do_now":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:0f99474c06","headline":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","id":"commitment:0f99474c06","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":47.0,"score_hint":4.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-16T19:36:37.744926+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."}],"do_today":[],"meta":{"built_at":"2026-04-18T00:04:12.129298+00:00","daily_synthesis_source":"fallback","day":"2026-04-17","filters":{"deduped":0,"internal_shadow":0,"noise_signal":2,"stale":2,"stale_question":0,"stale_workflow":0},"fingerprint":"ec0bf2da8867dff719ee0756786b61b304a5d73d","intelligence_directives":[],"limits":{"limit_inbox":250,"limit_pending":50,"max_do_now":5,"max_do_today":7,"max_must_do":5,"max_park":25,"max_should_do":7,"max_waiting":5},"owner_context":{"active_projects":[],"commitments":[],"top_focus":null,"work_focus":null},"planner_model":"gpt-5.4-nano","source":"planner","timezone":"America/New_York","week_start":"2026-04-13"},"must_do":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:0f99474c06","headline":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","id":"commitment:0f99474c06","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":47.0,"score_hint":4.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-16T19:36:37.744926+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."}],"notes":[],"one_thing":{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:0f99474c06","headline":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","id":"commitment:0f99474c06","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":47.0,"score_hint":4.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-16T19:36:37.744926+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."},"parked":[],"should_do":[],"version":"planner_v3_hybrid","waiting":[]},"stats":{"builder":"deterministic_v2","counts":{"actionable":1,"do_now":1,"do_today":0,"inbox_in":1,"must_do":1,"parked":0,"pending_in":0,"should_do":0,"visible":1,"waiting":0},"daily_synthesis_source":"fallback","fingerprint":"ec0bf2da8867dff719ee0756786b61b304a5d73d","planner_model":"gpt-5.4-nano"}},"output_mrkdwn":"*Daily Plan* \u2014 2026-04-17\n\n*One thing:* User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)\nWhy: Open commitment in commitment.\n\n*Do now:*\n\u2022 User approved starting an agent run to search for Atlanta date-night restaurants. (commitment) \u2014 Open commitment in commitment.","ready_at":"2026-04-18T00:04:12.129298+00:00","status":"ready","summary":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","title":"Daily Plan 2026-04-17","updated_at":"2026-04-18T00:04:12.129298+00:00"}...
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NULL
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0.95
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artifact_upsert:daily_plan:2026-04-17:fb82e58b3132 artifact_upsert:daily_plan:2026-04-17:fb82e58b3132769c0f18e333be31103f189b64d1...
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NULL
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2026-04-18T00:04:12.377737+00:00
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106552
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evt_44e2b3323832
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llm_usage
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2026-04-18T00:04:12.611410+00:00
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llm:openai
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[]
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{"cost_usd":0.000535,"meta":{" {"cost_usd":0.000535,"meta":{"feature":null,"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":2.40119,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":329,"input_tokens_original":329,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":320,"output_tokens_final":320,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:low","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":320,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0275bb865497417a0069e2ca79d1688195b08a889cc1ea0e37","usage":{"input_tokens":675,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":995}}...
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NULL
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0.0
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llm_usage:resp_0275bb865497417a0069e2ca79d1688195b llm_usage:resp_0275bb865497417a0069e2ca79d1688195b08a889cc1ea0e37...
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NULL
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2026-04-18T00:04:12.611461+00:00
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106553
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evt_a9ca013d7e67
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signal_emitted
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2026-04-18T00:04:13.224401+00:00
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observability
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[]
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{"created_at":"2026-04-18T00:04:13.224 {"created_at":"2026-04-18T00:04:13.224401+00:00","severity":"high","signal_type":"system_distress","source":"observability","value":{"alerts":[{"level":"critical","remediation":"Inspect signal producer schedules, auth state, and upstream availability.","type":"signals_stale","value":60.42},{"level":"critical","reducer":"memory_curation_thread:default:dcb048534437","remediation":"Reducer pipeline behind; run catch-up, check blocked reducers or SQLite contention.","type":"reducer_lag","value":106552.0},{"level":"warn","remediation":"Actionable inbox load high; improve triage throughput.","type":"inbox_actionable","value":93.0},{"level":"warn","remediation":"Connected sources degraded; repair credentials.","type":"sources_error","value":2.0}],"metrics_window_h":24}}...
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NULL
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1.0
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observability_alert:2026-04-18T00
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NULL
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2026-04-18T00:04:13.244124+00:00
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106555
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evt_658f4633b456
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llm_usage
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2026-04-18T00:04:19.707054+00:00
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llm:openai
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[]
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{"cost_usd":0.001406,"meta":{" {"cost_usd":0.001406,"meta":{"feature":null,"governance":{"chars_trimmed":0,"complexity":"medium","cost_24h_usd":2.40119,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1153,"input_tokens_original":1153,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":900,"output_tokens_final":900,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:medium","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":900,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0afd3ce2f5a4531d0069e2ca7de9808195b003507bb60c878e","usage":{"input_tokens":1406,"input_tokens_details":{"cached_tokens":0},"output_tokens":900,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2306}}...
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NULL
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0.0
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llm_usage:resp_0afd3ce2f5a4531d0069e2ca7de9808195b llm_usage:resp_0afd3ce2f5a4531d0069e2ca7de9808195b003507bb60c878e...
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NULL
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2026-04-18T00:04:19.707118+00:00
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106559
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evt_10f7baffed4c
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inbox_item_upsert
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2026-04-18T00:04:13.224401+00:00
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inbox_indexer
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[]
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{"id":"sig:ad89cefffc4f6069"," {"id":"sig:ad89cefffc4f6069","links":{"dedupe_key":"observability_alert:2026-04-18T00","evidence_event_ids":["evt_a9ca013d7e67"],"reason_trace":{},"severity":"high","signal_id":"sig_679f76e28bcb","signal_type":"system_distress","source":"observability","topic_key":"signal:system_distress:c25a09425b5f8478","user_visible":false},"normalized_text":"system_distress (high)","status":"open","tags":["signal","signal:system_distress","severity:high","source:observability","priority:high"],"text":"system_distress (high)","ts":"2026-04-18T00:04:13.224401+00:00","type":"signal"}...
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inbox_index:signal:sig_679f76e28bcb
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1.0
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inbox_index:item:signal:sig_679f76e28bcb
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NULL
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2026-04-18T00:04:21.740911+00:00
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106560
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evt_74e955b43e5e
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llm_usage
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2026-04-18T00:04:24.172188+00:00
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llm:openai
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[]
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{"cost_usd":0.00108,"meta":{"f {"cost_usd":0.00108,"meta":{"feature":"opportunity_theme_emergence","governance":{"chars_trimmed":14053,"complexity":"medium","cost_24h_usd":2.404043,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1661,"input_tokens_original":1661,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":900,"output_tokens_final":900,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:synthesis","complexity:medium","pressure:normal","context_trimmed","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"synthesis"},"max_output_tokens":900,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.2},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0a5c419420d81b800069e2ca8382e88194a2062bc3369227b3","usage":{"input_tokens":2036,"input_tokens_details":{"cached_tokens":0},"output_tokens":538,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2574}}...
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NULL
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0.0
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llm_usage:resp_0a5c419420d81b800069e2ca8382e88194a llm_usage:resp_0a5c419420d81b800069e2ca8382e88194a2062bc3369227b3...
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NULL
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2026-04-18T00:04:24.172252+00:00
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106561
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evt_ec2740a202b2
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fact_upsert
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2026-04-18T00:04:12.396784+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-18T00:04:12.396784+0 {"as_of":"2026-04-18T00:04:12.396784+00:00","entity_id":"theme:onshoring_industrials","field":"heat_score","value":{"components":{"news":0.8,"pa":0.0,"sm":1.0,"ta":0.2824},"components_passing":2,"direction":"up","emergent":false,"history":[{"components":{"news":0.8,"pa":0.0375,"sm":0.7781,"ta":0.3698},"d":"2026-04-16","direction":"up","score":0.4808},{"components":{"news":0.8,"pa":0.0,"sm":1.0,"ta":0.2898},"d":"2026-04-17","direction":"mixed","score":0.498},{"components":{"news":0.8,"pa":0.0,"sm":1.0,"ta":0.2824},"d":"2026-04-18","direction":"up","score":0.4965}],"score":0.4965,"updated_at":"2026-04-18T00:04:12.396784+00:00"}}...
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NULL
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0.0
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opportunity:theme_fact:onshoring_industrials:heat_ opportunity:theme_fact:onshoring_industrials:heat_score:2026-04-18...
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NULL
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2026-04-18T00:04:24.207565+00:00
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106562
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evt_71b018a4bb1a
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fact_upsert
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2026-04-18T00:04:12.396784+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-18T00:04:12.396784+0 {"as_of":"2026-04-18T00:04:12.396784+00:00","entity_id":"theme:onshoring_industrials","field":"hot","value":{"as_of":"2026-04-18T00:04:12.396784+00:00","components_passing":2,"is_hot":false}}...
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NULL
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0.0
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opportunity:theme_fact:onshoring_industrials:hot:2 opportunity:theme_fact:onshoring_industrials:hot:2026-04-18...
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NULL
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2026-04-18T00:04:24.232164+00:00
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106563
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evt_30ae0edfe4b5
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fact_upsert
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2026-04-18T00:04:12.396784+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-18T00:04:12.396784+0 {"as_of":"2026-04-18T00:04:12.396784+00:00","entity_id":"theme:onshoring_industrials","field":"narrative","value":{"oneliner":"Onshoring / industrial reshoring \u2014 tracking \u2014 bias up \u2014 ~67 news hits \u2014 12% members w/ TA signal","updated_at":"2026-04-18T00:04:12.396784+00:00"}}...
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0.0
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opportunity:theme_fact:onshoring_industrials:narra opportunity:theme_fact:onshoring_industrials:narrative:2026-04-18...
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NULL
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2026-04-18T00:04:24.252236+00:00
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106564
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evt_77553efbf1f7
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fact_upsert
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2026-04-18T00:04:12.396784+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-18T00:04:12.396784+0 {"as_of":"2026-04-18T00:04:12.396784+00:00","entity_id":"theme:onshoring_industrials","field":"member_tickers","value":["PWR","ROK","EMR","CARR","ETN","GE","PH","FAST","MSTR","GEV","CL=F","META","UKX","BTC","NBIS","VRT","COIN","AMZN","US_OIL_WTI","OCC","SHEL","LCUT","IIIN","DLTH","GOLF","CVX","NCLH","MSFT","UBER","DAX","^GSPC","BITCOIN"]}...
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0.0
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opportunity:theme_fact:onshoring_industrials:membe opportunity:theme_fact:onshoring_industrials:member_tickers:2026-04-18...
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NULL
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2026-04-18T00:04:24.274470+00:00
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106565
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evt_4a846d34c0ee
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fact_upsert
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2026-04-18T00:04:12.396784+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-18T00:04:12.396784+0 {"as_of":"2026-04-18T00:04:12.396784+00:00","entity_id":"theme:onshoring_industrials","field":"catalysts_14d","value":[{"at":"2026-04-21T00:00:00Z","family":"catalyst","label":"GE earnings on 2026-04-21 (bmo)"}]}...
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opportunity:theme_fact:onshoring_industrials:catal opportunity:theme_fact:onshoring_industrials:catalysts_14d:2026-04-18...
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NULL
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2026-04-18T00:04:24.294341+00:00
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106566
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evt_46f7133aa114
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link_upsert
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2026-04-18T00:04:12.396784+00:00
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:SCH {"link":{"from_id":"equity:SCHW","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-18T00:04:12.396784+00:00"}}...
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opportunity:member_of_close:onshoring_industrials: opportunity:member_of_close:onshoring_industrials:SCHW:2026-04-18...
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NULL
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2026-04-18T00:04:24.309923+00:00
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106567
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evt_e710f294f2e8
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link_upsert
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2026-04-18T00:04:12.396784+00:00
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:GOL {"link":{"from_id":"equity:GOLD","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-18T00:04:12.396784+00:00"}}...
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opportunity:member_of_close:onshoring_industrials: opportunity:member_of_close:onshoring_industrials:GOLD:2026-04-18...
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NULL
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2026-04-18T00:04:24.319817+00:00
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106568
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evt_e081c91eb303
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link_upsert
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2026-04-18T00:04:12.396784+00:00
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:AKA {"link":{"from_id":"equity:AKAM","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-18T00:04:12.396784+00:00"}}...
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opportunity:member_of_close:onshoring_industrials: opportunity:member_of_close:onshoring_industrials:AKAM:2026-04-18...
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NULL
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2026-04-18T00:04:24.328697+00:00
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106569
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evt_d622c29af110
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link_upsert
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2026-04-18T00:04:12.396784+00:00
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:AEM {"link":{"from_id":"equity:AEM","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-18T00:04:12.396784+00:00"}}...
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opportunity:member_of_close:onshoring_industrials: opportunity:member_of_close:onshoring_industrials:AEM:2026-04-18...
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NULL
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2026-04-18T00:04:24.337808+00:00
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106570
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evt_d3e86f22975f
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link_upsert
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2026-04-18T00:04:12.396784+00:00
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:INT {"link":{"from_id":"equity:INTC","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-18T00:04:12.396784+00:00"}}...
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opportunity:member_of_close:onshoring_industrials: opportunity:member_of_close:onshoring_industrials:INTC:2026-04-18...
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NULL
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2026-04-18T00:04:24.346921+00:00
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106571
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evt_87e776edf1e6
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link_upsert
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2026-04-18T00:04:12.396784+00:00
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:BP& {"link":{"from_id":"equity:BP","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-18T00:04:12.396784+00:00"}}...
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opportunity:member_of_close:onshoring_industrials: opportunity:member_of_close:onshoring_industrials:BP:2026-04-18...
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NULL
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link_upsert
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2026-04-18T00:04:12.396784+00:00
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opportunity_theme_engine
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{"link":{"from_id":"equity:SPX {"link":{"from_id":"equity:SPX","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-18T00:04:12.396784+00:00"}}...
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opportunity:member_of_close:onshoring_industrials: opportunity:member_of_close:onshoring_industrials:SPX:2026-04-18...
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NULL
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2026-04-18T00:04:24.384682+00:00
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106573
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evt_e6d50d32e464
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link_upsert
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2026-04-18T00:04:12.396784+00:00
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:HOO {"link":{"from_id":"equity:HOOD","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-18T00:04:12.396784+00:00"}}...
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opportunity:member_of_close:onshoring_industrials: opportunity:member_of_close:onshoring_industrials:HOOD:2026-04-18...
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NULL
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2026-04-18T00:04:24.405205+00:00
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106574
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evt_ee66d2d53ce8
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link_upsert
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2026-04-18T00:04:12.396784+00:00
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:STA {"link":{"from_id":"equity:STAN","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-18T00:04:12.396784+00:00"}}...
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opportunity:member_of_close:onshoring_industrials: opportunity:member_of_close:onshoring_industrials:STAN:2026-04-18...
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{"link":{"from_id":"equity:MS& {"link":{"from_id":"equity:MS","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-18T00:04:12.396784+00:00"}}...
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opportunity:member_of_close:onshoring_industrials: opportunity:member_of_close:onshoring_industrials:MS:2026-04-18...
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{"link":{"from_id":"equity:IRM {"link":{"from_id":"equity:IRMAA","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-18T00:04:12.396784+00:00"}}...
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opportunity:member_of_close:onshoring_industrials: opportunity:member_of_close:onshoring_industrials:IRMAA:2026-04-18...
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{"link":{"from_id":"equity:FEZ {"link":{"from_id":"equity:FEZ","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-18T00:04:12.396784+00:00"}}...
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opportunity:member_of_close:onshoring_industrials: opportunity:member_of_close:onshoring_industrials:FEZ:2026-04-18...
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{"link":{"from_id":"equity:VGK {"link":{"from_id":"equity:VGK","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-18T00:04:12.396784+00:00"}}...
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opportunity:member_of_close:onshoring_industrials: opportunity:member_of_close:onshoring_industrials:VGK:2026-04-18...
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{"link":{"from_id":"equity:SPY {"link":{"from_id":"equity:SPY","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-18T00:04:12.396784+00:00"}}...
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opportunity:member_of_close:onshoring_industrials: opportunity:member_of_close:onshoring_industrials:SPY:2026-04-18...
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{"link":{"from_id":"equity:^DJ {"link":{"from_id":"equity:^DJI","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-18T00:04:12.396784+00:00"}}...
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opportunity:member_of_close:onshoring_industrials: opportunity:member_of_close:onshoring_industrials:^DJI:2026-04-18...
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{"link":{"from_id":"equity:IEV {"link":{"from_id":"equity:IEV","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-18T00:04:12.396784+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":"2026-04-18T00:04:12.396784+00:00"}}...
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opportunity:member_of_close:onshoring_industrials: opportunity:member_of_close:onshoring_industrials:VXUS:2026-04-18...
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{"link":{"from_id":"equity:NFL {"link":{"from_id":"equity:NFLX","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-18T00:04:12.396784+00:00"}}...
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{"link":{"from_id":"equity:WPM {"link":{"from_id":"equity:WPM","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-18T00:04:12.396784+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":"2026-04-18T00:04:12.396784+00:00"}}...
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{"link":{"from_id":"equity:NDX {"link":{"from_id":"equity:NDX","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-18T00:04:12.396784+00:00"}}...
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{"link":{"from_id":"equity:TSL {"link":{"from_id":"equity:TSLA","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-18T00:04:12.396784+00:00"}}...
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{"link":{"from_id":"equity:SP5 {"link":{"from_id":"equity:SP500","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-18T00:04:12.396784+00:00"}}...
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{"link":{"from_id":"equity:^IX {"link":{"from_id":"equity:^IXIC","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-18T00:04:12.396784+00:00"}}...
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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":"2026-04-18T00:04:12.396784+00:00"}}...
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{"as_of":"2026-04-18T00:04:12.396784+0 {"as_of":"2026-04-18T00:04:12.396784+00:00","entity_id":"theme:ai_infrastructure","field":"heat_score","value":{"components":{"news":0.0,"pa":0.1125,"sm":1.0,"ta":0.0},"components_passing":1,"direction":"neutral","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}],"score":0.2338,"updated_at":"2026-04-18T00:04:12.396784+00:00"}}...
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opportunity:theme_fact:ai_infrastructure:heat_scor opportunity:theme_fact:ai_infrastructure:heat_score:2026-04-18...
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{"as_of":"2026-04-18T00:04:12.396784+0 {"as_of":"2026-04-18T00:04:12.396784+00:00","entity_id":"theme:ai_infrastructure","field":"hot","value":{"as_of":"2026-04-18T00:04:12.396784+00:00","components_passing":1,"is_hot":false}}...
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opportunity:theme_fact:ai_infrastructure:hot:2026- opportunity:theme_fact:ai_infrastructure:hot:2026-04-18...
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{"as_of":"2026-04-18T00:04:12.396784+0 {"as_of":"2026-04-18T00:04:12.396784+00:00","entity_id":"theme:ai_infrastructure","field":"narrative","value":{"oneliner":"AI infrastructure / hyperscaler compute \u2014 tracking \u2014 mixed","updated_at":"2026-04-18T00:04:12.396784+00:00"}}...
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opportunity:theme_fact:ai_infrastructure:narrative opportunity:theme_fact:ai_infrastructure:narrative:2026-04-18...
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{"as_of":"2026-04-18T00:04:12.396784+0 {"as_of":"2026-04-18T00:04:12.396784+00:00","entity_id":"theme:ai_infrastructure","field":"member_tickers","value":["NVDA","AMD","AVGO","ANET","VRT","CRWV","SMCI","DELL","GOOGL","EOSE","NBIS","ETN","FSD","US_OIL_WTI","CAT","TSLA","GOOG","AI"]}...
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opportunity:theme_fact:ai_infrastructure:member_ti opportunity:theme_fact:ai_infrastructure:member_tickers:2026-04-18...
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{"as_of":"2026-04-18T00:04:12.396784+0 {"as_of":"2026-04-18T00:04:12.396784+00:00","entity_id":"theme:ai_infrastructure","field":"catalysts_14d","value":[]}...
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opportunity:theme_fact:ai_infrastructure:catalysts opportunity:theme_fact:ai_infrastructure:catalysts_14d:2026-04-18...
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{"link":{"from_id":"equity:NBI {"link":{"from_id":"equity:NBIS","strength":0.75,"to_id":"theme:ai_infrastructure","type":"member_of","valid_from":"2026-04-18T00:04:12.396784+00:00"}}...
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opportunity:member_of:ai_infrastructure:NBIS:2026- opportunity:member_of:ai_infrastructure:NBIS:2026-04-18...
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{"link":{"from_id":"equity:MET {"link":{"from_id":"equity:META","to_id":"theme:ai_infrastructure","type":"member_of","valid_to":"2026-04-18T00:04:12.396784+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":"2026-04-18T00:04:12.396784+00:00"}}...
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opportunity:member_of_close:ai_infrastructure:AMZN opportunity:member_of_close:ai_infrastructure:AMZN:2026-04-18...
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{"link":{"from_id":"equity:NED {"link":{"from_id":"equity:NEDC","to_id":"theme:ai_infrastructure","type":"member_of","valid_to":"2026-04-18T00:04:12.396784+00:00"}}...
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opportunity:member_of_close:ai_infrastructure:NEDC opportunity:member_of_close:ai_infrastructure:NEDC:2026-04-18...
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{"link":{"from_id":"equity:AEH {"link":{"from_id":"equity:AEHR","to_id":"theme:ai_infrastructure","type":"member_of","valid_to":"2026-04-18T00:04:12.396784+00:00"}}...
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opportunity:member_of_close:ai_infrastructure:AEHR opportunity:member_of_close:ai_infrastructure:AEHR:2026-04-18...
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{"link":{"from_id":"equity:CEG {"link":{"from_id":"equity:CEG","to_id":"theme:ai_infrastructure","type":"member_of","valid_to":"2026-04-18T00:04:12.396784+00:00"}}...
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opportunity:member_of_close:ai_infrastructure:CEG: opportunity:member_of_close:ai_infrastructure:CEG:2026-04-18...
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{"link":{"from_id":"equity:GPU {"link":{"from_id":"equity:GPU","to_id":"theme:ai_infrastructure","type":"member_of","valid_to":"2026-04-18T00:04:12.396784+00:00"}}...
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opportunity:member_of_close:ai_infrastructure:GPU: opportunity:member_of_close:ai_infrastructure:GPU:2026-04-18...
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{"link":{"from_id":"equity:FER {"link":{"from_id":"equity:FERC","to_id":"theme:ai_infrastructure","type":"member_of","valid_to":"2026-04-18T00:04:12.396784+00:00"}}...
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opportunity:member_of_close:ai_infrastructure:FERC opportunity:member_of_close:ai_infrastructure:FERC:2026-04-18...
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{"link":{"from_id":"equity:AAP {"link":{"from_id":"equity:AAPL","to_id":"theme:ai_infrastructure","type":"member_of","valid_to":"2026-04-18T00:04:12.396784+00:00"}}...
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opportunity:member_of_close:ai_infrastructure:AAPL opportunity:member_of_close:ai_infrastructure:AAPL:2026-04-18...
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