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{"link":{"from_id":"equity:WST {"link":{"from_id":"equity:WSTS","strength":0.75,"to_id":"theme:electrification_grid","type":"member_of","valid_from":"2026-04-16T23:46:28.602403+00:00"}}...
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0.0
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opportunity:member_of:electrification_grid:WSTS:20 opportunity:member_of:electrification_grid:WSTS:2026-04-16...
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2026-04-16T23:46:44.797240+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:onshoring_industrials","field":"heat_score","value":{"components":{"news":0.8,"pa":0.0,"sm":1.0,"ta":0.2898},"components_passing":2,"direction":"mixed","emergent":false,"history":[{"components":{"news":0.8,"pa":0.0375,"sm":0.7781,"ta":0.3698},"d":"2026-04-16","direction":"up","score":0.4808},{"components":{"news":0.8,"pa":0.0,"sm":1.0,"ta":0.2898},"d":"2026-04-17","direction":"mixed","score":0.498}],"score":0.498,"updated_at":"2026-04-17T00:01:30.273988+00:00"}}...
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0.0
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opportunity:theme_fact:onshoring_industrials:heat_ opportunity:theme_fact:onshoring_industrials:heat_score:2026-04-17...
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2026-04-17T00:01:40.643464+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:onshoring_industrials","field":"hot","value":{"as_of":"2026-04-17T00:01:30.273988+00:00","components_passing":2,"is_hot":false}}...
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opportunity:theme_fact:onshoring_industrials:hot:2 opportunity:theme_fact:onshoring_industrials:hot:2026-04-17...
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2026-04-17T00:01:40.658227+00:00
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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:onshoring_industrials","field":"narrative","value":{"oneliner":"Onshoring / industrial reshoring \u2014 tracking \u2014 mixed \u2014 ~48 news hits \u2014 12% members w/ TA signal","updated_at":"2026-04-17T00:01:30.273988+00:00"}}...
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opportunity:theme_fact:onshoring_industrials:narra opportunity:theme_fact:onshoring_industrials:narrative:2026-04-17...
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2026-04-17T00:01:40.671067+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:onshoring_industrials","field":"member_tickers","value":["PWR","ROK","EMR","CARR","ETN","GE","PH","FAST","US_OIL_WTI","SPX","SP500","NDX","GOLD","VGK","IEV","FEZ","^GSPC"]}...
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0.0
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opportunity:theme_fact:onshoring_industrials:membe opportunity:theme_fact:onshoring_industrials:member_tickers:2026-04-17...
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2026-04-17T00:01:40.689896+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:onshoring_industrials","field":"catalysts_14d","value":[{"at":"2026-04-21T00:00:00Z","family":"catalyst","label":"GE earnings on 2026-04-21 (bmo)"}]}...
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opportunity:theme_fact:onshoring_industrials:catal opportunity:theme_fact:onshoring_industrials:catalysts_14d:2026-04-17...
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2026-04-17T00:01:40.710746+00:00
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{"link":{"from_id":"equity:VXU {"link":{"from_id":"equity:VXUS","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-17T00:01:30.273988+00:00"}}...
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0.0
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opportunity:member_of_close:onshoring_industrials: opportunity:member_of_close:onshoring_industrials:VXUS:2026-04-17...
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NULL
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2026-04-17T00:01:40.737051+00:00
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{"link":{"from_id":"equity:INT {"link":{"from_id":"equity:INTC","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-17T00:01:30.273988+00:00"}}...
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opportunity:member_of_close:onshoring_industrials: opportunity:member_of_close:onshoring_industrials:INTC:2026-04-17...
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2026-04-17T00:01:40.756291+00:00
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{"link":{"from_id":"equity:MS& {"link":{"from_id":"equity:MS","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-17T00:01:30.273988+00:00"}}...
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opportunity:member_of_close:onshoring_industrials: opportunity:member_of_close:onshoring_industrials:MS:2026-04-17...
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2026-04-17T00:01:40.775550+00:00
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{"link":{"from_id":"equity:WPM {"link":{"from_id":"equity:WPM","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-17T00:01:30.273988+00:00"}}...
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opportunity:member_of_close:onshoring_industrials: opportunity:member_of_close:onshoring_industrials:WPM:2026-04-17...
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{"link":{"from_id":"equity:STA {"link":{"from_id":"equity:STAN","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-17T00:01:30.273988+00:00"}}...
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opportunity:member_of_close:onshoring_industrials: opportunity:member_of_close:onshoring_industrials:STAN:2026-04-17...
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2026-04-17T00:01:40.800730+00:00
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{"link":{"from_id":"equity:SPY {"link":{"from_id":"equity:SPY","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-17T00:01:30.273988+00:00"}}...
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opportunity:member_of_close:onshoring_industrials: opportunity:member_of_close:onshoring_industrials:SPY:2026-04-17...
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2026-04-17T00:01:40.803161+00:00
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{"link":{"from_id":"equity:AEM {"link":{"from_id":"equity:AEM","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-17T00:01:30.273988+00:00"}}...
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opportunity:member_of_close:onshoring_industrials: opportunity:member_of_close:onshoring_industrials:AEM:2026-04-17...
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2026-04-17T00:01:40.822542+00:00
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{"link":{"from_id":"equity:CL= {"link":{"from_id":"equity:CL=F","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-17T00:01:30.273988+00:00"}}...
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opportunity:member_of_close:onshoring_industrials: opportunity:member_of_close:onshoring_industrials:CL=F:2026-04-17...
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2026-04-17T00:01:40.837167+00:00
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{"link":{"from_id":"equity:NVD {"link":{"from_id":"equity:NVDA","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-17T00:01:30.273988+00:00"}}...
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opportunity:member_of_close:onshoring_industrials: opportunity:member_of_close:onshoring_industrials:NVDA:2026-04-17...
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2026-04-17T00:01:40.851763+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":"heat_score","value":{"components":{"news":0.0,"pa":0.0,"sm":0.7725,"ta":0.3369},"components_passing":1,"direction":"up","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},{"components":{"news":0.0,"pa":0.0,"sm":0.7725,"ta":0.3369},"d":"2026-04-17","direction":"up","score":0.2219}],"score":0.2219,"updated_at":"2026-04-17T00:01:30.273988+00:00"}}...
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opportunity:theme_fact:space_orbital:heat_score:20 opportunity:theme_fact:space_orbital:heat_score:2026-04-17...
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2026-04-17T00:01:40.867671+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":"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:space_orbital:hot:2026-04-1 opportunity:theme_fact:space_orbital:hot:2026-04-17...
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2026-04-17T00:01:40.873279+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":"narrative","value":{"oneliner":"Space / orbital economy \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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opportunity:theme_fact:space_orbital:narrative:202 opportunity:theme_fact:space_orbital:narrative:2026-04-17...
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2026-04-17T00:01:40.875721+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":"member_tickers","value":["RKLB","ASTS","IRDM","MAXR","BA","LMT","LCID","NASDAQ","GOLD","JOBY","RIVN","UBER","FAA"]}...
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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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{"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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opportunity:theme_fact:space_orbital:catalysts_14d opportunity:theme_fact:space_orbital:catalysts_14d:2026-04-17...
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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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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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{"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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{"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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{"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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{"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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{"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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NULL
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0.0
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opportunity:theme_fact:commodities_supercycle:cata opportunity:theme_fact:commodities_supercycle:catalysts_14d:2026-04-17...
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NULL
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2026-04-17T00:01:40.909930+00:00
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60702
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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: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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NULL
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0.0
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opportunity:theme_fact:ai_infrastructure:heat_scor opportunity:theme_fact:ai_infrastructure:heat_score:2026-04-17...
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NULL
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2026-04-17T00:01:40.916694+00:00
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60703
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evt_2b01cc57e50e
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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: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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NULL
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0.0
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opportunity:theme_fact:ai_infrastructure:hot:2026- opportunity:theme_fact:ai_infrastructure:hot:2026-04-17...
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NULL
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2026-04-17T00:01:40.918763+00:00
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60704
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evt_49345543c128
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2026-04-17T00:01:30.273988+00:00
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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: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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NULL
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0.0
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opportunity:theme_fact:ai_infrastructure:narrative opportunity:theme_fact:ai_infrastructure:narrative:2026-04-17...
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NULL
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2026-04-17T00:01:40.920658+00:00
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60705
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2026-04-17T00:01:30.273988+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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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:2026-04-17...
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NULL
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2026-04-17T00:01:40.922873+00:00
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60706
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evt_0da8201f474f
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2026-04-17T00:01:30.273988+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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NULL
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0.0
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opportunity:theme_fact:ai_infrastructure:catalysts opportunity:theme_fact:ai_infrastructure:catalysts_14d:2026-04-17...
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NULL
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2026-04-17T00:01:40.924940+00:00
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60707
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evt_abe978cfc7cd
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2026-04-17T00:01:30.273988+00:00
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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: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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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:2026-04-17...
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NULL
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2026-04-17T00:01:40.935241+00:00
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60708
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evt_643a95962376
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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: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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NULL
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0.0
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opportunity:theme_fact:nuclear_renaissance:hot:202 opportunity:theme_fact:nuclear_renaissance:hot:2026-04-17...
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NULL
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2026-04-17T00:01:40.949290+00:00
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60709
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evt_8476758c6235
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2026-04-17T00:01:30.273988+00:00
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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: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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NULL
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0.0
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opportunity:theme_fact:nuclear_renaissance:narrati opportunity:theme_fact:nuclear_renaissance:narrative:2026-04-17...
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NULL
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2026-04-17T00:01:40.969505+00:00
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60710
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evt_a862e65f1e52
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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:nuclear_renaissance","field":"member_tickers","value":["BWXT","CCJ","OKLO","NNE","SMR","VST","CEG","TLN","US_OIL_WTI"]}...
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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:2026-04-17...
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NULL
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2026-04-17T00:01:40.991001+00:00
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60711
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evt_2aa317a2907e
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2026-04-17T00:01:30.273988+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":"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:2026-04-17...
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NULL
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2026-04-17T00:01:41.003956+00:00
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60712
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evt_9e30c6dce955
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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: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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NULL
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0.0
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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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NULL
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2026-04-17T00:01:41.032138+00:00
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60713
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evt_7152dafd2902
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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: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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NULL
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0.0
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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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NULL
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2026-04-17T00:01:41.054081+00:00
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60714
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evt_366708917fcd
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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: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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NULL
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0.0
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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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NULL
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2026-04-17T00:01:41.072687+00:00
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60715
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evt_fa2623fe401c
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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:us_homebuilders_rates","field":"member_tickers","value":["DHI","LEN","PHM","TOL","ITB","NVR","MTH"]}...
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NULL
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0.0
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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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NULL
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2026-04-17T00:01:41.084175+00:00
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60716
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evt_2a01246134f2
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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: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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NULL
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0.0
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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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NULL
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2026-04-17T00:01:41.093258+00:00
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60717
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evt_9a02f03993e2
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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":"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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NULL
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0.0
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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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NULL
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2026-04-17T00:01:41.106503+00:00
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60718
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evt_8d51e77abe35
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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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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":"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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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":"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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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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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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