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54314
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evt_49966e0104ab
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fact_upsert
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:glp1_obesity","field":"narrative","value":{"oneliner":"GLP-1 / obesity therapeutics \u2014 tracking \u2014 mixed","updated_at":"2026-04-16T02:29:20.328661+00:00"}}...
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NULL
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0.0
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opportunity:theme_fact:glp1_obesity:narrative:2026 opportunity:theme_fact:glp1_obesity:narrative:2026-04-16...
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NULL
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2026-04-16T02:29:33.499675+00:00
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54313
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evt_0de174e4d2bb
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fact_upsert
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:glp1_obesity","field":"hot","value":{"as_of":"2026-04-16T02:29:20.328661+00:00","components_passing":0,"is_hot":false}}...
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NULL
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0.0
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opportunity:theme_fact:glp1_obesity:hot:2026-04-16
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NULL
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2026-04-16T02:29:33.492102+00:00
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evt_8beec8bac82b
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:glp1_obesity","field":"heat_score","value":{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"components_passing":0,"direction":"neutral","emergent":false,"history":[{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-16","direction":"neutral","score":0.0}],"score":0.0,"updated_at":"2026-04-16T02:29:20.328661+00:00"}}...
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NULL
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0.0
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opportunity:theme_fact:glp1_obesity:heat_score:202 opportunity:theme_fact:glp1_obesity:heat_score:2026-04-16...
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NULL
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2026-04-16T02:29:33.485103+00:00
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evt_cff785b0650e
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fact_upsert
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:nuclear_renaissance","field":"catalysts_14d","value":[]}...
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NULL
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0.0
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opportunity:theme_fact:nuclear_renaissance:catalys opportunity:theme_fact:nuclear_renaissance:catalysts_14d:2026-04-16...
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NULL
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2026-04-16T02:29:33.335774+00:00
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54294
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evt_68678299f0c7
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:nuclear_renaissance","field":"member_tickers","value":["BWXT","CCJ","OKLO","NNE","SMR","VST","CEG","TLN"]}...
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NULL
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0.0
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opportunity:theme_fact:nuclear_renaissance:member_ opportunity:theme_fact:nuclear_renaissance:member_tickers:2026-04-16...
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NULL
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2026-04-16T02:29:33.327312+00:00
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54293
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evt_23acb73297cc
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:nuclear_renaissance","field":"narrative","value":{"oneliner":"Nuclear renaissance (SMR + restarts) \u2014 tracking \u2014 mixed","updated_at":"2026-04-16T02:29:20.328661+00:00"}}...
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NULL
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0.0
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opportunity:theme_fact:nuclear_renaissance:narrati opportunity:theme_fact:nuclear_renaissance:narrative:2026-04-16...
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NULL
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2026-04-16T02:29:33.318912+00:00
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54292
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evt_9f425cd60834
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fact_upsert
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:nuclear_renaissance","field":"hot","value":{"as_of":"2026-04-16T02:29:20.328661+00:00","components_passing":0,"is_hot":false}}...
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NULL
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0.0
|
opportunity:theme_fact:nuclear_renaissance:hot:202 opportunity:theme_fact:nuclear_renaissance:hot:2026-04-16...
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NULL
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2026-04-16T02:29:33.311132+00:00
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54291
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evt_6c06b90b603b
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fact_upsert
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:nuclear_renaissance","field":"heat_score","value":{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"components_passing":0,"direction":"neutral","emergent":false,"history":[{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-16","direction":"neutral","score":0.0}],"score":0.0,"updated_at":"2026-04-16T02:29:20.328661+00:00"}}...
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NULL
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0.0
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opportunity:theme_fact:nuclear_renaissance:heat_sc opportunity:theme_fact:nuclear_renaissance:heat_score:2026-04-16...
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NULL
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2026-04-16T02:29:33.303936+00:00
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evt_56dffdecc9ee
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fact_upsert
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:defense_rearmament","field":"catalysts_14d","value":[{"at":"2026-04-21T00:00:00Z","family":"catalyst","label":"RTX earnings on 2026-04-21 (bmo)"},{"at":"2026-04-21T00:00:00Z","family":"catalyst","label":"NOC earnings on 2026-04-21 (bmo)"}]}...
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NULL
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0.0
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opportunity:theme_fact:defense_rearmament:catalyst opportunity:theme_fact:defense_rearmament:catalysts_14d:2026-04-16...
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NULL
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2026-04-16T02:29:33.169825+00:00
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evt_f46be1dcd5f2
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fact_upsert
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:defense_rearmament","field":"member_tickers","value":["LMT","RTX","GD","NOC","HII","RHM.DE","LDOS"]}...
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NULL
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0.0
|
opportunity:theme_fact:defense_rearmament:member_t opportunity:theme_fact:defense_rearmament:member_tickers:2026-04-16...
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NULL
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2026-04-16T02:29:33.162878+00:00
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54274
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evt_0a42ced4a03c
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fact_upsert
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:defense_rearmament","field":"narrative","value":{"oneliner":"Defense rearmament \u2014 tracking \u2014 mixed","updated_at":"2026-04-16T02:29:20.328661+00:00"}}...
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NULL
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0.0
|
opportunity:theme_fact:defense_rearmament:narrativ opportunity:theme_fact:defense_rearmament:narrative:2026-04-16...
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NULL
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2026-04-16T02:29:33.155936+00:00
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evt_f4f46a207c9a
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fact_upsert
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:defense_rearmament","field":"hot","value":{"as_of":"2026-04-16T02:29:20.328661+00:00","components_passing":0,"is_hot":false}}...
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NULL
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0.0
|
opportunity:theme_fact:defense_rearmament:hot:2026 opportunity:theme_fact:defense_rearmament:hot:2026-04-16...
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NULL
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2026-04-16T02:29:33.149167+00:00
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54272
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evt_05bfa16b44ec
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fact_upsert
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:defense_rearmament","field":"heat_score","value":{"components":{"news":0.0,"pa":0.0429,"sm":0.12,"ta":0.0},"components_passing":0,"direction":"neutral","emergent":false,"history":[{"components":{"news":0.0,"pa":0.0429,"sm":0.12,"ta":0.0},"d":"2026-04-16","direction":"neutral","score":0.0369}],"score":0.0369,"updated_at":"2026-04-16T02:29:20.328661+00:00"}}...
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NULL
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0.0
|
opportunity:theme_fact:defense_rearmament:heat_sco opportunity:theme_fact:defense_rearmament:heat_score:2026-04-16...
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NULL
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2026-04-16T02:29:33.137374+00:00
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54258
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evt_728b12e22a7b
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fact_upsert
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:uranium_supply","field":"catalysts_14d","value":[]}...
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NULL
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0.0
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opportunity:theme_fact:uranium_supply:catalysts_14 opportunity:theme_fact:uranium_supply:catalysts_14d:2026-04-16...
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NULL
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2026-04-16T02:29:33.030534+00:00
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54257
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evt_2f36ae182ac7
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fact_upsert
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:uranium_supply","field":"member_tickers","value":["CCJ","DNN","UEC","NXE","URA","URNM"]}...
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NULL
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0.0
|
opportunity:theme_fact:uranium_supply:member_ticke opportunity:theme_fact:uranium_supply:member_tickers:2026-04-16...
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NULL
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2026-04-16T02:29:33.023253+00:00
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54256
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evt_d9c170554f71
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fact_upsert
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:uranium_supply","field":"narrative","value":{"oneliner":"Uranium supply / enrichment \u2014 tracking \u2014 bias up \u2014 16% members w/ TA signal","updated_at":"2026-04-16T02:29:20.328661+00:00"}}...
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NULL
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0.0
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opportunity:theme_fact:uranium_supply:narrative:20 opportunity:theme_fact:uranium_supply:narrative:2026-04-16...
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NULL
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2026-04-16T02:29:33.013120+00:00
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evt_1a2135de2798
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fact_upsert
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:uranium_supply","field":"hot","value":{"as_of":"2026-04-16T02:29:20.328661+00:00","components_passing":0,"is_hot":false}}...
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NULL
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0.0
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opportunity:theme_fact:uranium_supply:hot:2026-04- opportunity:theme_fact:uranium_supply:hot:2026-04-16...
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NULL
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2026-04-16T02:29:33.004817+00:00
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54254
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evt_d006d46ef864
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fact_upsert
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:uranium_supply","field":"heat_score","value":{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.3385},"components_passing":0,"direction":"up","emergent":false,"history":[{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.3385},"d":"2026-04-16","direction":"up","score":0.0677}],"score":0.0677,"updated_at":"2026-04-16T02:29:20.328661+00:00"}}...
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NULL
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0.0
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opportunity:theme_fact:uranium_supply:heat_score:2 opportunity:theme_fact:uranium_supply:heat_score:2026-04-16...
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NULL
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2026-04-16T02:29:32.996030+00:00
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54238
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evt_424a30bac0d0
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fact_upsert
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:commodities_supercycle","field":"catalysts_14d","value":[]}...
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NULL
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0.0
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opportunity:theme_fact:commodities_supercycle:cata opportunity:theme_fact:commodities_supercycle:catalysts_14d:2026-04-16...
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NULL
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2026-04-16T02:29:32.861774+00:00
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54237
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evt_d4f976f287c2
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fact_upsert
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:commodities_supercycle","field":"member_tickers","value":["FCX","BHP","RIO","SCCO","GLNCY","NEM","GOLD"]}...
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NULL
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0.0
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opportunity:theme_fact:commodities_supercycle:memb opportunity:theme_fact:commodities_supercycle:member_tickers:2026-04-16...
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NULL
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2026-04-16T02:29:32.854478+00:00
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54236
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evt_2ab5ef19dfee
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fact_upsert
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:commodities_supercycle","field":"narrative","value":{"oneliner":"Commodities supercycle (metals + energy) \u2014 tracking \u2014 mixed \u2014 ~3 news hits","updated_at":"2026-04-16T02:29:20.328661+00:00"}}...
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NULL
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0.0
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opportunity:theme_fact:commodities_supercycle:narr opportunity:theme_fact:commodities_supercycle:narrative:2026-04-16...
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NULL
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2026-04-16T02:29:32.847218+00:00
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54235
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evt_79495f0ef1a3
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fact_upsert
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:commodities_supercycle","field":"hot","value":{"as_of":"2026-04-16T02:29:20.328661+00:00","components_passing":0,"is_hot":false}}...
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NULL
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0.0
|
opportunity:theme_fact:commodities_supercycle:hot: opportunity:theme_fact:commodities_supercycle:hot:2026-04-16...
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NULL
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2026-04-16T02:29:32.839918+00:00
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54234
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evt_fafef6113bad
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fact_upsert
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:commodities_supercycle","field":"heat_score","value":{"components":{"news":0.3203,"pa":0.0429,"sm":0.0,"ta":0.0},"components_passing":0,"direction":"neutral","emergent":false,"history":[{"components":{"news":0.3203,"pa":0.0429,"sm":0.0,"ta":0.0},"d":"2026-04-16","direction":"neutral","score":0.109}],"score":0.109,"updated_at":"2026-04-16T02:29:20.328661+00:00"}}...
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NULL
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0.0
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opportunity:theme_fact:commodities_supercycle:heat opportunity:theme_fact:commodities_supercycle:heat_score:2026-04-16...
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NULL
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2026-04-16T02:29:32.829809+00:00
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evt_522d1a8313f9
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fact_upsert
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:bitcoin_treasury","field":"catalysts_14d","value":[]}...
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NULL
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0.0
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opportunity:theme_fact:bitcoin_treasury:catalysts_ opportunity:theme_fact:bitcoin_treasury:catalysts_14d:2026-04-16...
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NULL
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2026-04-16T02:29:32.556063+00:00
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evt_460999f9818a
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fact_upsert
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:bitcoin_treasury","field":"member_tickers","value":["COIN","MARA","RIOT","MSTR","CLSK","HUT"]}...
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NULL
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0.0
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opportunity:theme_fact:bitcoin_treasury:member_tic opportunity:theme_fact:bitcoin_treasury:member_tickers:2026-04-16...
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NULL
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2026-04-16T02:29:32.543896+00:00
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fact_upsert
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:bitcoin_treasury","field":"narrative","value":{"oneliner":"Bitcoin / crypto treasury \u2014 tracking \u2014 mixed","updated_at":"2026-04-16T02:29:20.328661+00:00"}}...
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NULL
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0.0
|
opportunity:theme_fact:bitcoin_treasury:narrative: opportunity:theme_fact:bitcoin_treasury:narrative:2026-04-16...
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NULL
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2026-04-16T02:29:32.535061+00:00
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evt_1b95fe25eee4
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fact_upsert
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:bitcoin_treasury","field":"hot","value":{"as_of":"2026-04-16T02:29:20.328661+00:00","components_passing":0,"is_hot":false}}...
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NULL
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0.0
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opportunity:theme_fact:bitcoin_treasury:hot:2026-0 opportunity:theme_fact:bitcoin_treasury:hot:2026-04-16...
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NULL
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2026-04-16T02:29:32.522914+00:00
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evt_2ee98e7c3fc2
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fact_upsert
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2026-04-16T02:29:20.328661+00:00
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:bitcoin_treasury","field":"heat_score","value":{"components":{"news":0.0,"pa":0.15,"sm":0.4345,"ta":0.0},"components_passing":0,"direction":"neutral","emergent":false,"history":[{"components":{"news":0.0,"pa":0.15,"sm":0.4345,"ta":0.0},"d":"2026-04-16","direction":"neutral","score":0.1319}],"score":0.1319,"updated_at":"2026-04-16T02:29:20.328661+00:00"}}...
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NULL
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0.0
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opportunity:theme_fact:bitcoin_treasury:heat_score opportunity:theme_fact:bitcoin_treasury:heat_score:2026-04-16...
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NULL
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2026-04-16T02:29:32.510500+00:00
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:memory_ai_datacenter","field":"catalysts_14d","value":[]}...
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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:2026-04-16...
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NULL
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2026-04-16T02:29:32.218638+00:00
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:memory_ai_datacenter","field":"member_tickers","value":["MU","WDC","SNDK","LITE","STX","005930.KS","000660.KS","AVGO","AMD","AMZN","ORCL","MSFT","ANET","NVDA","NBIS","META"]}...
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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:2026-04-16...
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NULL
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2026-04-16T02:29:32.216172+00:00
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:memory_ai_datacenter","field":"narrative","value":{"oneliner":"Memory cycle (AI datacenters) \u2014 tracking \u2014 bias down","updated_at":"2026-04-16T02:29:20.328661+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:2026-04-16...
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2026-04-16T02:29:32.213426+00:00
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:memory_ai_datacenter","field":"hot","value":{"as_of":"2026-04-16T02:29:20.328661+00:00","components_passing":1,"is_hot":false}}...
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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:2026-04-16...
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NULL
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2026-04-16T02:29:32.138148+00:00
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:memory_ai_datacenter","field":"heat_score","value":{"components":{"news":0.0,"pa":0.0,"sm":0.7775,"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}],"score":0.1555,"updated_at":"2026-04-16T02:29:20.328661+00:00"}}...
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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:2026-04-16...
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NULL
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2026-04-16T02:29:32.061024+00:00
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:space_orbital","field":"catalysts_14d","value":[{"at":"2026-04-22T00:00:00Z","family":"catalyst","label":"BA earnings on 2026-04-22 (bmo)"}]}...
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0.0
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opportunity:theme_fact:space_orbital:catalysts_14d opportunity:theme_fact:space_orbital:catalysts_14d:2026-04-16...
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NULL
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2026-04-16T02:29:31.808911+00:00
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:space_orbital","field":"member_tickers","value":["RKLB","ASTS","IRDM","MAXR","BA","LMT","AMD","NVDA","META","ORCL"]}...
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NULL
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0.0
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opportunity:theme_fact:space_orbital:member_ticker opportunity:theme_fact:space_orbital:member_tickers:2026-04-16...
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2026-04-16T02:29:31.788300+00:00
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2026-04-16T02:29:20.328661+00:00
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:space_orbital","field":"narrative","value":{"oneliner":"Space / orbital economy \u2014 tracking \u2014 mixed \u2014 ~3 news hits","updated_at":"2026-04-16T02:29:20.328661+00:00"}}...
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0.0
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opportunity:theme_fact:space_orbital:narrative:202 opportunity:theme_fact:space_orbital:narrative:2026-04-16...
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2026-04-16T02:29:31.754269+00:00
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:space_orbital","field":"hot","value":{"as_of":"2026-04-16T02:29:20.328661+00:00","components_passing":0,"is_hot":false}}...
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0.0
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opportunity:theme_fact:space_orbital:hot:2026-04-1 opportunity:theme_fact:space_orbital:hot:2026-04-16...
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2026-04-16T02:29:31.745940+00:00
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:space_orbital","field":"heat_score","value":{"components":{"news":0.3209,"pa":0.05,"sm":0.4353,"ta":0.0},"components_passing":0,"direction":"neutral","emergent":false,"history":[{"components":{"news":0.3209,"pa":0.05,"sm":0.4353,"ta":0.0},"d":"2026-04-16","direction":"neutral","score":0.1983}],"score":0.1983,"updated_at":"2026-04-16T02:29:20.328661+00:00"}}...
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0.0
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opportunity:theme_fact:space_orbital:heat_score:20 opportunity:theme_fact:space_orbital:heat_score:2026-04-16...
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2026-04-16T02:29:31.730391+00:00
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:ai_infrastructure","field":"catalysts_14d","value":[{"at":"2026-04-22T00:00:00Z","family":"catalyst","label":"VRT earnings on 2026-04-22 (bmo)"}]}...
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NULL
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0.0
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opportunity:theme_fact:ai_infrastructure:catalysts opportunity:theme_fact:ai_infrastructure:catalysts_14d:2026-04-16...
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NULL
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2026-04-16T02:29:31.474831+00:00
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:ai_infrastructure","field":"member_tickers","value":["NVDA","AMD","AVGO","ANET","VRT","CRWV","SMCI","DELL"]}...
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NULL
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0.0
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opportunity:theme_fact:ai_infrastructure:member_ti opportunity:theme_fact:ai_infrastructure:member_tickers:2026-04-16...
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NULL
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2026-04-16T02:29:31.472237+00:00
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:ai_infrastructure","field":"narrative","value":{"oneliner":"AI infrastructure / hyperscaler compute \u2014 tracking \u2014 mixed","updated_at":"2026-04-16T02:29:20.328661+00:00"}}...
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NULL
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0.0
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opportunity:theme_fact:ai_infrastructure:narrative opportunity:theme_fact:ai_infrastructure:narrative:2026-04-16...
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NULL
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2026-04-16T02:29:31.469733+00:00
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54140
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evt_b07cc3b3e402
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:ai_infrastructure","field":"hot","value":{"as_of":"2026-04-16T02:29:20.328661+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:ai_infrastructure:hot:2026- opportunity:theme_fact:ai_infrastructure:hot:2026-04-16...
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2026-04-16T02:29:31.466120+00:00
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+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}],"score":0.2338,"updated_at":"2026-04-16T02:29:20.328661+00:00"}}...
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0.0
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opportunity:theme_fact:ai_infrastructure:heat_scor opportunity:theme_fact:ai_infrastructure:heat_score:2026-04-16...
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NULL
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2026-04-16T02:29:31.460033+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+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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NULL
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0.0
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opportunity:theme_fact:onshoring_industrials:catal opportunity:theme_fact:onshoring_industrials:catalysts_14d:2026-04-16...
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NULL
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2026-04-16T02:29:31.249877+00:00
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54100
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:onshoring_industrials","field":"member_tickers","value":["PWR","ROK","EMR","CARR","ETN","GE","PH","FAST","AEM","MS","WPM","^GSPC","NVDA","STAN","VXUS","SPY","SP500","INTC"]}...
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NULL
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0.0
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opportunity:theme_fact:onshoring_industrials:membe opportunity:theme_fact:onshoring_industrials:member_tickers:2026-04-16...
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NULL
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2026-04-16T02:29:31.240922+00:00
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:onshoring_industrials","field":"narrative","value":{"oneliner":"Onshoring / industrial reshoring \u2014 tracking \u2014 bias up \u2014 ~25 news hits \u2014 25% members w/ TA signal","updated_at":"2026-04-16T02:29:20.328661+00:00"}}...
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NULL
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0.0
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opportunity:theme_fact:onshoring_industrials:narra opportunity:theme_fact:onshoring_industrials:narrative:2026-04-16...
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NULL
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2026-04-16T02:29:31.232750+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:onshoring_industrials","field":"hot","value":{"as_of":"2026-04-16T02:29:20.328661+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:2026-04-16...
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NULL
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2026-04-16T02:29:31.224304+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:onshoring_industrials","field":"heat_score","value":{"components":{"news":0.8,"pa":0.0375,"sm":0.7781,"ta":0.3698},"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}],"score":0.4808,"updated_at":"2026-04-16T02:29:20.328661+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:2026-04-16...
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NULL
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2026-04-16T02:29:31.145507+00:00
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46613
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evt_a3de63e63475
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fact_upsert
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2026-04-15T05:39:52.890335+00:00
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inbox_triage
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[]
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{"as_of":"2026-04-15T05:39:52.882406+0 {"as_of":"2026-04-15T05:39:52.882406+00:00","confidence":0.75,"entity_id":"metric:triage_audit","field":"value","value":{"as_of":"2026-04-15T05:39:52.882406+00:00","batch_size":16,"batch_token_budget":2400,"batches":1,"compression":{"auto_items":0,"clusters":0,"flood_items":0,"input_items":1,"llm_items":1,"must_keep_items":1,"suppressed_ids":[]},"counts":{"disposition":{"dismiss":0,"escalate":0,"park":1,"promote":0},"urgency":{"high":0,"low":1,"medium":0}},"input_fp":"94a961dd30ab","items":1,"output_fp":"685ed8811d45","sanitization":{"dropped_action_hints":0,"dropped_next_touch":0,"invalid_entity_ref_count":1,"invalid_entity_refs_head":[{"event_id":"sig:9a9359ef24c582c6","invalid":["sig_38c47def1566"]}]},"surfaced_count":0,"surfaced_ids":[]}}...
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NULL
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1.0
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triage:audit:2026-04-15
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NULL
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2026-04-15T05:39:52.890347+00:00
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46612
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evt_3bcca0fdf2bb
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2026-04-15T05:39:52.883600+00:00
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inbox_triage
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[]
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{"as_of":"2026-04-15T05:39:52.882406+0 {"as_of":"2026-04-15T05:39:52.882406+00:00","confidence":0.75,"entity_id":"metric:surfaced_event_ids","field":"value","value":{"source":"inbox_triage","value":[]}}...
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triage:surfaced:2026-04-15
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2026-04-15T05:39:52.883608+00:00
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