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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:space_orbital","field":"member_tickers","value":["RKLB","ASTS","IRDM","MAXR","BA","LMT","LCID","NASDAQ","GOLD","JOBY","RIVN","UBER","FAA"]}...
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0.0
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opportunity:theme_fact:space_orbital:member_ticker opportunity:theme_fact:space_orbital:member_tickers:2026-04-17...
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2026-04-17T00:01:40.878406+00:00
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:space_orbital","field":"catalysts_14d","value":[]}...
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0.0
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opportunity:theme_fact:space_orbital:catalysts_14d opportunity:theme_fact:space_orbital:catalysts_14d:2026-04-17...
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2026-04-17T00:01:40.881164+00:00
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{"link":{"from_id":"equity:ORC {"link":{"from_id":"equity:ORCL","to_id":"theme:space_orbital","type":"member_of","valid_to":"2026-04-17T00:01:30.273988+00:00"}}...
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0.0
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opportunity:member_of_close:space_orbital:ORCL:202 opportunity:member_of_close:space_orbital:ORCL:2026-04-17...
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2026-04-17T00:01:40.886303+00:00
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{"link":{"from_id":"equity:MET {"link":{"from_id":"equity:META","to_id":"theme:space_orbital","type":"member_of","valid_to":"2026-04-17T00:01:30.273988+00:00"}}...
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opportunity:member_of_close:space_orbital:META:202 opportunity:member_of_close:space_orbital:META:2026-04-17...
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2026-04-17T00:01:40.888940+00:00
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{"link":{"from_id":"equity:NVD {"link":{"from_id":"equity:NVDA","to_id":"theme:space_orbital","type":"member_of","valid_to":"2026-04-17T00:01:30.273988+00:00"}}...
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opportunity:member_of_close:space_orbital:NVDA:202 opportunity:member_of_close:space_orbital:NVDA:2026-04-17...
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2026-04-17T00:01:40.891355+00:00
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{"link":{"from_id":"equity:AMD {"link":{"from_id":"equity:AMD","to_id":"theme:space_orbital","type":"member_of","valid_to":"2026-04-17T00:01:30.273988+00:00"}}...
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opportunity:member_of_close:space_orbital:AMD:2026 opportunity:member_of_close:space_orbital:AMD:2026-04-17...
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2026-04-17T00:01:40.893728+00:00
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:commodities_supercycle","field":"heat_score","value":{"components":{"news":0.3281,"pa":0.0429,"sm":0.467,"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},{"components":{"news":0.3281,"pa":0.0429,"sm":0.467,"ta":0.0},"d":"2026-04-17","direction":"neutral","score":0.2047}],"score":0.2047,"updated_at":"2026-04-17T00:01:30.273988+00:00"}}...
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opportunity:theme_fact:commodities_supercycle:heat opportunity:theme_fact:commodities_supercycle:heat_score:2026-04-17...
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2026-04-17T00:01:40.899307+00:00
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:commodities_supercycle","field":"hot","value":{"as_of":"2026-04-17T00:01:30.273988+00:00","components_passing":0,"is_hot":false}}...
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opportunity:theme_fact:commodities_supercycle:hot: opportunity:theme_fact:commodities_supercycle:hot:2026-04-17...
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2026-04-17T00:01:40.902054+00:00
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+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":"2026-04-17T00:01:30.273988+00:00"}}...
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opportunity:theme_fact:commodities_supercycle:narr opportunity:theme_fact:commodities_supercycle:narrative:2026-04-17...
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2026-04-17T00:01:40.904660+00:00
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:commodities_supercycle","field":"member_tickers","value":["FCX","BHP","RIO","SCCO","GLNCY","NEM","GOLD"]}...
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opportunity:theme_fact:commodities_supercycle:memb opportunity:theme_fact:commodities_supercycle:member_tickers:2026-04-17...
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2026-04-17T00:01:40.907303+00:00
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:commodities_supercycle","field":"catalysts_14d","value":[]}...
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opportunity:theme_fact:commodities_supercycle:cata opportunity:theme_fact:commodities_supercycle:catalysts_14d:2026-04-17...
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2026-04-17T00:01:40.909930+00:00
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:ai_infrastructure","field":"heat_score","value":{"components":{"news":0.0,"pa":0.075,"sm":0.7326,"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}],"score":0.169,"updated_at":"2026-04-17T00:01:30.273988+00:00"}}...
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opportunity:theme_fact:ai_infrastructure:heat_scor opportunity:theme_fact:ai_infrastructure:heat_score:2026-04-17...
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2026-04-17T00:01:40.916694+00:00
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:ai_infrastructure","field":"hot","value":{"as_of":"2026-04-17T00:01:30.273988+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:2026-04-17...
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2026-04-17T00:01:40.918763+00:00
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:ai_infrastructure","field":"narrative","value":{"oneliner":"AI infrastructure / hyperscaler compute \u2014 tracking \u2014 mixed","updated_at":"2026-04-17T00:01:30.273988+00:00"}}...
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opportunity:theme_fact:ai_infrastructure:narrative opportunity:theme_fact:ai_infrastructure:narrative:2026-04-17...
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2026-04-17T00:01:40.920658+00:00
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:ai_infrastructure","field":"member_tickers","value":["NVDA","AMD","AVGO","ANET","VRT","CRWV","SMCI","DELL","CEG","FERC","NEDC"]}...
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opportunity:theme_fact:ai_infrastructure:member_ti opportunity:theme_fact:ai_infrastructure:member_tickers:2026-04-17...
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2026-04-17T00:01:40.922873+00:00
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+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:2026-04-17...
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:nuclear_renaissance","field":"heat_score","value":{"components":{"news":0.0964,"pa":0.0375,"sm":0.2241,"ta":0.3177},"components_passing":0,"direction":"up","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},{"components":{"news":0.0964,"pa":0.0375,"sm":0.2241,"ta":0.3177},"d":"2026-04-17","direction":"up","score":0.1485}],"score":0.1485,"updated_at":"2026-04-17T00:01:30.273988+00:00"}}...
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opportunity:theme_fact:nuclear_renaissance:heat_sc opportunity:theme_fact:nuclear_renaissance:heat_score:2026-04-17...
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2026-04-17T00:01:40.935241+00:00
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:nuclear_renaissance","field":"hot","value":{"as_of":"2026-04-17T00:01:30.273988+00:00","components_passing":0,"is_hot":false}}...
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opportunity:theme_fact:nuclear_renaissance:hot:202 opportunity:theme_fact:nuclear_renaissance:hot:2026-04-17...
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2026-04-17T00:01:40.949290+00:00
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:nuclear_renaissance","field":"narrative","value":{"oneliner":"Nuclear renaissance (SMR + restarts) \u2014 tracking \u2014 bias up \u2014 12% members w/ TA signal","updated_at":"2026-04-17T00:01:30.273988+00:00"}}...
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opportunity:theme_fact:nuclear_renaissance:narrati opportunity:theme_fact:nuclear_renaissance:narrative:2026-04-17...
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:nuclear_renaissance","field":"member_tickers","value":["BWXT","CCJ","OKLO","NNE","SMR","VST","CEG","TLN","US_OIL_WTI"]}...
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opportunity:theme_fact:nuclear_renaissance:member_ opportunity:theme_fact:nuclear_renaissance:member_tickers:2026-04-17...
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:nuclear_renaissance","field":"catalysts_14d","value":[]}...
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opportunity:theme_fact:nuclear_renaissance:catalys opportunity:theme_fact:nuclear_renaissance:catalysts_14d:2026-04-17...
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:us_homebuilders_rates","field":"heat_score","value":{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.4566},"components_passing":0,"direction":"down","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},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.4566},"d":"2026-04-17","direction":"down","score":0.0913}],"score":0.0913,"updated_at":"2026-04-17T00:01:30.273988+00:00"}}...
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opportunity:theme_fact:us_homebuilders_rates:heat_ opportunity:theme_fact:us_homebuilders_rates:heat_score:2026-04-17...
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:us_homebuilders_rates","field":"hot","value":{"as_of":"2026-04-17T00:01:30.273988+00:00","components_passing":0,"is_hot":false}}...
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opportunity:theme_fact:us_homebuilders_rates:hot:2 opportunity:theme_fact:us_homebuilders_rates:hot:2026-04-17...
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:us_homebuilders_rates","field":"narrative","value":{"oneliner":"US homebuilders / rates \u2014 tracking \u2014 bias down \u2014 42% members w/ TA signal","updated_at":"2026-04-17T00:01:30.273988+00:00"}}...
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opportunity:theme_fact:us_homebuilders_rates:narra opportunity:theme_fact:us_homebuilders_rates:narrative:2026-04-17...
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:us_homebuilders_rates","field":"member_tickers","value":["DHI","LEN","PHM","TOL","ITB","NVR","MTH"]}...
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opportunity:theme_fact:us_homebuilders_rates:membe opportunity:theme_fact:us_homebuilders_rates:member_tickers:2026-04-17...
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:us_homebuilders_rates","field":"catalysts_14d","value":[{"at":"2026-04-21T00:00:00Z","family":"catalyst","label":"DHI earnings on 2026-04-21 (bmo)"}]}...
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opportunity:theme_fact:us_homebuilders_rates:catal opportunity:theme_fact:us_homebuilders_rates:catalysts_14d:2026-04-17...
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:electrification_grid","field":"heat_score","value":{"components":{"news":0.0,"pa":0.0,"sm":0.4318,"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},{"components":{"news":0.0,"pa":0.0,"sm":0.4318,"ta":0.0},"d":"2026-04-17","direction":"neutral","score":0.0864}],"score":0.0864,"updated_at":"2026-04-17T00:01:30.273988+00:00"}}...
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opportunity:theme_fact:electrification_grid:heat_s opportunity:theme_fact:electrification_grid:heat_score:2026-04-17...
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60718
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evt_8d51e77abe35
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fact_upsert
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2026-04-17T00:01:30.273988+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:electrification_grid","field":"hot","value":{"as_of":"2026-04-17T00:01:30.273988+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:electrification_grid:hot:20 opportunity:theme_fact:electrification_grid:hot:2026-04-17...
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NULL
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2026-04-17T00:01:41.115418+00:00
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60719
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evt_fca7efa5c6fa
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fact_upsert
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2026-04-17T00:01:30.273988+00:00
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opportunity_theme_engine
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[]
|
{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:electrification_grid","field":"narrative","value":{"oneliner":"Electrification / grid buildout \u2014 tracking \u2014 mixed","updated_at":"2026-04-17T00:01:30.273988+00:00"}}...
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NULL
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0.0
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opportunity:theme_fact:electrification_grid:narrat opportunity:theme_fact:electrification_grid:narrative:2026-04-17...
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NULL
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2026-04-17T00:01:41.127201+00:00
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60720
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evt_c2b6fdbbab52
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fact_upsert
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2026-04-17T00:01:30.273988+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:electrification_grid","field":"member_tickers","value":["ETN","GEV","ABB","FCX","ATKR","HUBB","VRT","ADI","NEDC","CEG","WSTS","FERC"]}...
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NULL
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0.0
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opportunity:theme_fact:electrification_grid:member opportunity:theme_fact:electrification_grid:member_tickers:2026-04-17...
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NULL
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2026-04-17T00:01:41.146282+00:00
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60721
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evt_c55b321e5890
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fact_upsert
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2026-04-17T00:01:30.273988+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:electrification_grid","field":"catalysts_14d","value":[]}...
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NULL
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0.0
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opportunity:theme_fact:electrification_grid:cataly opportunity:theme_fact:electrification_grid:catalysts_14d:2026-04-17...
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NULL
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2026-04-17T00:01:41.165734+00:00
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60722
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evt_ee4c5f9333d7
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fact_upsert
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2026-04-17T00:01:30.273988+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:uranium_supply","field":"heat_score","value":{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.387},"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},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.387},"d":"2026-04-17","direction":"up","score":0.0774}],"score":0.0774,"updated_at":"2026-04-17T00:01:30.273988+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:2026-04-17...
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NULL
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2026-04-17T00:01:41.188209+00:00
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60723
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evt_ca925344a2f7
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fact_upsert
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2026-04-17T00:01:30.273988+00:00
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opportunity_theme_engine
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[]
|
{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:uranium_supply","field":"hot","value":{"as_of":"2026-04-17T00:01:30.273988+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:2026-04-17...
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NULL
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2026-04-17T00:01:41.207244+00:00
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60724
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evt_c9b10251d23c
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fact_upsert
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2026-04-17T00:01:30.273988+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+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":"2026-04-17T00:01:30.273988+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:2026-04-17...
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NULL
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2026-04-17T00:01:41.227899+00:00
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60725
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evt_13bfd0b51529
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fact_upsert
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2026-04-17T00:01:30.273988+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+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
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opportunity:theme_fact:uranium_supply:member_ticke opportunity:theme_fact:uranium_supply:member_tickers:2026-04-17...
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NULL
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2026-04-17T00:01:41.240236+00:00
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60726
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evt_e48fff92992f
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fact_upsert
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2026-04-17T00:01:30.273988+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+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:2026-04-17...
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NULL
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2026-04-17T00:01:41.242957+00:00
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60727
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evt_d9a6a62da5d5
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fact_upsert
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2026-04-17T00:01:30.273988+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:defense_rearmament","field":"heat_score","value":{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.2977},"components_passing":0,"direction":"down","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},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.2977},"d":"2026-04-17","direction":"down","score":0.0595}],"score":0.0595,"updated_at":"2026-04-17T00:01:30.273988+00:00"}}...
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NULL
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0.0
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opportunity:theme_fact:defense_rearmament:heat_sco opportunity:theme_fact:defense_rearmament:heat_score:2026-04-17...
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NULL
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2026-04-17T00:01:41.249361+00:00
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60728
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evt_852b0536591b
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fact_upsert
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2026-04-17T00:01:30.273988+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:defense_rearmament","field":"hot","value":{"as_of":"2026-04-17T00:01:30.273988+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:defense_rearmament:hot:2026 opportunity:theme_fact:defense_rearmament:hot:2026-04-17...
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NULL
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2026-04-17T00:01:41.251640+00:00
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60729
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evt_790408a1b516
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fact_upsert
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2026-04-17T00:01:30.273988+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:defense_rearmament","field":"narrative","value":{"oneliner":"Defense rearmament \u2014 tracking \u2014 bias down \u2014 14% members w/ TA signal","updated_at":"2026-04-17T00:01:30.273988+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:2026-04-17...
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NULL
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2026-04-17T00:01:41.253748+00:00
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60730
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evt_56b6b46cb968
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fact_upsert
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2026-04-17T00:01:30.273988+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+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
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opportunity:theme_fact:defense_rearmament:member_t opportunity:theme_fact:defense_rearmament:member_tickers:2026-04-17...
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NULL
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2026-04-17T00:01:41.256007+00:00
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60731
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evt_67aed1dbaeb8
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fact_upsert
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2026-04-17T00:01:30.273988+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:defense_rearmament","field":"catalysts_14d","value":[]}...
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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:2026-04-17...
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NULL
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2026-04-17T00:01:41.258265+00:00
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60732
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evt_650b7328bcd1
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fact_upsert
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2026-04-17T00:01:30.273988+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:data_center_power","field":"heat_score","value":{"components":{"news":0.0,"pa":0.0429,"sm":0.1121,"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},{"components":{"news":0.0,"pa":0.0429,"sm":0.1121,"ta":0.0},"d":"2026-04-17","direction":"neutral","score":0.0353}],"score":0.0353,"updated_at":"2026-04-17T00:01:30.273988+00:00"}}...
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NULL
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0.0
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opportunity:theme_fact:data_center_power:heat_scor opportunity:theme_fact:data_center_power:heat_score:2026-04-17...
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NULL
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2026-04-17T00:01:41.265040+00:00
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60733
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evt_96c3aa8e7906
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fact_upsert
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2026-04-17T00:01:30.273988+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:data_center_power","field":"hot","value":{"as_of":"2026-04-17T00:01:30.273988+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:data_center_power:hot:2026- opportunity:theme_fact:data_center_power:hot:2026-04-17...
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NULL
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2026-04-17T00:01:41.267086+00:00
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60734
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evt_785460a8ee69
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fact_upsert
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2026-04-17T00:01:30.273988+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:data_center_power","field":"narrative","value":{"oneliner":"Data-center power / nat-gas for AI \u2014 tracking \u2014 mixed","updated_at":"2026-04-17T00:01:30.273988+00:00"}}...
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NULL
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0.0
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opportunity:theme_fact:data_center_power:narrative opportunity:theme_fact:data_center_power:narrative:2026-04-17...
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NULL
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2026-04-17T00:01:41.269442+00:00
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60735
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evt_3acd41c757be
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fact_upsert
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2026-04-17T00:01:30.273988+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:data_center_power","field":"member_tickers","value":["CEG","VST","NRG","TLN","EQT","XEL","D"]}...
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NULL
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0.0
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opportunity:theme_fact:data_center_power:member_ti opportunity:theme_fact:data_center_power:member_tickers:2026-04-17...
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NULL
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2026-04-17T00:01:41.271773+00:00
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60736
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evt_4ae3bce1a7ec
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fact_upsert
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2026-04-17T00:01:30.273988+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:data_center_power","field":"catalysts_14d","value":[{"at":"2026-04-21T00:00:00Z","family":"catalyst","label":"EQT earnings on 2026-04-21 (amc)"}]}...
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NULL
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0.0
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opportunity:theme_fact:data_center_power:catalysts opportunity:theme_fact:data_center_power:catalysts_14d:2026-04-17...
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NULL
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2026-04-17T00:01:41.274015+00:00
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60737
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evt_9f59c36fbf61
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fact_upsert
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2026-04-17T00:01:30.273988+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:memory_ai_datacenter","field":"heat_score","value":{"components":{"news":0.0,"pa":0.0,"sm":0.085,"ta":0.0},"components_passing":0,"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}],"score":0.017,"updated_at":"2026-04-17T00:01:30.273988+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:2026-04-17...
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NULL
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2026-04-17T00:01:41.280147+00:00
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60738
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evt_650b06802419
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fact_upsert
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2026-04-17T00:01:30.273988+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:memory_ai_datacenter","field":"hot","value":{"as_of":"2026-04-17T00:01:30.273988+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:memory_ai_datacenter:hot:20 opportunity:theme_fact:memory_ai_datacenter:hot:2026-04-17...
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NULL
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2026-04-17T00:01:41.282414+00:00
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60739
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evt_9370f960dbd6
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fact_upsert
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2026-04-17T00:01:30.273988+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:memory_ai_datacenter","field":"narrative","value":{"oneliner":"Memory cycle (AI datacenters) \u2014 tracking \u2014 bias down","updated_at":"2026-04-17T00:01:30.273988+00:00"}}...
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NULL
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0.0
|
opportunity:theme_fact:memory_ai_datacenter:narrat opportunity:theme_fact:memory_ai_datacenter:narrative:2026-04-17...
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NULL
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2026-04-17T00:01:41.284466+00:00
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60740
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evt_bd45819702c5
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fact_upsert
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2026-04-17T00:01:30.273988+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-17T00:01:30.273988+0 {"as_of":"2026-04-17T00:01:30.273988+00:00","entity_id":"theme:memory_ai_datacenter","field":"member_tickers","value":["MU","WDC","SNDK","LITE","STX","005930.KS","000660.KS","ANET"]}...
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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:2026-04-17...
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NULL
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2026-04-17T00:01:41.286710+00:00
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