|
54109
|
evt_c41fe22c3359
|
link_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"link":{"from_id":"equity:CAR {"link":{"from_id":"equity:CARR","strength":0.75,"to_id":"theme:onshoring_industrials","type":"member_of","valid_from":"2026-04-16T02:29:20.328661+00:00"}}...
|
NULL
|
0.0
|
opportunity:member_of:onshoring_industrials:CARR:2 opportunity:member_of:onshoring_industrials:CARR:2026-04-16...
|
NULL
|
2026-04-16T02:29:31.320277+00:00
|
Edit
Delete
|
|
54110
|
evt_fad916507067
|
entity_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"ETN"},"id":"equity:ETN","status":"active","tags":["asset:equity","theme_member"],"title":"ETN","type":"asset"}}...
|
NULL
|
0.0
|
opportunity:ensure_asset:equity:ETN
|
NULL
|
2026-04-16T02:29:31.329283+00:00
|
Edit
Delete
|
|
54111
|
evt_4f3b99a73266
|
link_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"link":{"from_id":"equity:ETN {"link":{"from_id":"equity:ETN","strength":0.75,"to_id":"theme:onshoring_industrials","type":"member_of","valid_from":"2026-04-16T02:29:20.328661+00:00"}}...
|
NULL
|
0.0
|
opportunity:member_of:onshoring_industrials:ETN:20 opportunity:member_of:onshoring_industrials:ETN:2026-04-16...
|
NULL
|
2026-04-16T02:29:31.336212+00:00
|
Edit
Delete
|
|
54112
|
evt_99bddfca381a
|
entity_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"GE"},"id":"equity:GE","status":"active","tags":["asset:equity","theme_member"],"title":"GE","type":"asset"}}...
|
NULL
|
0.0
|
opportunity:ensure_asset:equity:GE
|
NULL
|
2026-04-16T02:29:31.344966+00:00
|
Edit
Delete
|
|
54113
|
evt_0094a44ebe3e
|
link_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"link":{"from_id":"equity:GE& {"link":{"from_id":"equity:GE","strength":0.75,"to_id":"theme:onshoring_industrials","type":"member_of","valid_from":"2026-04-16T02:29:20.328661+00:00"}}...
|
NULL
|
0.0
|
opportunity:member_of:onshoring_industrials:GE:202 opportunity:member_of:onshoring_industrials:GE:2026-04-16...
|
NULL
|
2026-04-16T02:29:31.351608+00:00
|
Edit
Delete
|
|
54114
|
evt_2323297d721d
|
entity_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"PH"},"id":"equity:PH","status":"active","tags":["asset:equity","theme_member"],"title":"PH","type":"asset"}}...
|
NULL
|
0.0
|
opportunity:ensure_asset:equity:PH
|
NULL
|
2026-04-16T02:29:31.361168+00:00
|
Edit
Delete
|
|
54115
|
evt_cfe3d54eca60
|
link_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"link":{"from_id":"equity:PH& {"link":{"from_id":"equity:PH","strength":0.75,"to_id":"theme:onshoring_industrials","type":"member_of","valid_from":"2026-04-16T02:29:20.328661+00:00"}}...
|
NULL
|
0.0
|
opportunity:member_of:onshoring_industrials:PH:202 opportunity:member_of:onshoring_industrials:PH:2026-04-16...
|
NULL
|
2026-04-16T02:29:31.367390+00:00
|
Edit
Delete
|
|
54116
|
evt_8ace9ae25d4f
|
entity_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"FAST"},"id":"equity:FAST","status":"active","tags":["asset:equity","theme_member"],"title":"FAST","type":"asset"}}...
|
NULL
|
0.0
|
opportunity:ensure_asset:equity:FAST
|
NULL
|
2026-04-16T02:29:31.371420+00:00
|
Edit
Delete
|
|
54117
|
evt_08109c91a240
|
link_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"link":{"from_id":"equity:FAS {"link":{"from_id":"equity:FAST","strength":0.75,"to_id":"theme:onshoring_industrials","type":"member_of","valid_from":"2026-04-16T02:29:20.328661+00:00"}}...
|
NULL
|
0.0
|
opportunity:member_of:onshoring_industrials:FAST:2 opportunity:member_of:onshoring_industrials:FAST:2026-04-16...
|
NULL
|
2026-04-16T02:29:31.373607+00:00
|
Edit
Delete
|
|
54118
|
evt_569da4ff4b10
|
entity_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"AEM"},"id":"equity:AEM","status":"active","tags":["asset:equity","theme_member"],"title":"AEM","type":"asset"}}...
|
NULL
|
0.0
|
opportunity:ensure_asset:equity:AEM
|
NULL
|
2026-04-16T02:29:31.378199+00:00
|
Edit
Delete
|
|
54119
|
evt_fc5ff4814730
|
link_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"link":{"from_id":"equity:AEM {"link":{"from_id":"equity:AEM","strength":0.75,"to_id":"theme:onshoring_industrials","type":"member_of","valid_from":"2026-04-16T02:29:20.328661+00:00"}}...
|
NULL
|
0.0
|
opportunity:member_of:onshoring_industrials:AEM:20 opportunity:member_of:onshoring_industrials:AEM:2026-04-16...
|
NULL
|
2026-04-16T02:29:31.380423+00:00
|
Edit
Delete
|
|
54120
|
evt_07ccf5f98996
|
entity_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"MS"},"id":"equity:MS","status":"active","tags":["asset:equity","theme_member"],"title":"MS","type":"asset"}}...
|
NULL
|
0.0
|
opportunity:ensure_asset:equity:MS
|
NULL
|
2026-04-16T02:29:31.384309+00:00
|
Edit
Delete
|
|
54121
|
evt_104bb613a91c
|
link_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"link":{"from_id":"equity:MS& {"link":{"from_id":"equity:MS","strength":0.75,"to_id":"theme:onshoring_industrials","type":"member_of","valid_from":"2026-04-16T02:29:20.328661+00:00"}}...
|
NULL
|
0.0
|
opportunity:member_of:onshoring_industrials:MS:202 opportunity:member_of:onshoring_industrials:MS:2026-04-16...
|
NULL
|
2026-04-16T02:29:31.386795+00:00
|
Edit
Delete
|
|
54122
|
evt_f0d4db76fb75
|
entity_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"WPM"},"id":"equity:WPM","status":"active","tags":["asset:equity","theme_member"],"title":"WPM","type":"asset"}}...
|
NULL
|
0.0
|
opportunity:ensure_asset:equity:WPM
|
NULL
|
2026-04-16T02:29:31.406832+00:00
|
Edit
Delete
|
|
54123
|
evt_f1b763ff9c37
|
link_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"link":{"from_id":"equity:WPM {"link":{"from_id":"equity:WPM","strength":0.75,"to_id":"theme:onshoring_industrials","type":"member_of","valid_from":"2026-04-16T02:29:20.328661+00:00"}}...
|
NULL
|
0.0
|
opportunity:member_of:onshoring_industrials:WPM:20 opportunity:member_of:onshoring_industrials:WPM:2026-04-16...
|
NULL
|
2026-04-16T02:29:31.409176+00:00
|
Edit
Delete
|
|
54124
|
evt_88a50da25edf
|
entity_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"^GSPC"},"id":"equity:^GSPC","status":"active","tags":["asset:equity","theme_member"],"title":"^GSPC","type":"asset"}}...
|
NULL
|
0.0
|
opportunity:ensure_asset:equity:^GSPC
|
NULL
|
2026-04-16T02:29:31.413213+00:00
|
Edit
Delete
|
|
54125
|
evt_3f726efd7d3c
|
link_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"link":{"from_id":"equity:^GS {"link":{"from_id":"equity:^GSPC","strength":0.75,"to_id":"theme:onshoring_industrials","type":"member_of","valid_from":"2026-04-16T02:29:20.328661+00:00"}}...
|
NULL
|
0.0
|
opportunity:member_of:onshoring_industrials:^GSPC: opportunity:member_of:onshoring_industrials:^GSPC:2026-04-16...
|
NULL
|
2026-04-16T02:29:31.415475+00:00
|
Edit
Delete
|
|
54126
|
evt_98f988ccf968
|
entity_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"NVDA"},"id":"equity:NVDA","status":"active","tags":["asset:equity","theme_member"],"title":"NVDA","type":"asset"}}...
|
NULL
|
0.0
|
opportunity:ensure_asset:equity:NVDA
|
NULL
|
2026-04-16T02:29:31.419432+00:00
|
Edit
Delete
|
|
54127
|
evt_a92800f1f1e7
|
link_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"link":{"from_id":"equity:NVD {"link":{"from_id":"equity:NVDA","strength":0.75,"to_id":"theme:onshoring_industrials","type":"member_of","valid_from":"2026-04-16T02:29:20.328661+00:00"}}...
|
NULL
|
0.0
|
opportunity:member_of:onshoring_industrials:NVDA:2 opportunity:member_of:onshoring_industrials:NVDA:2026-04-16...
|
NULL
|
2026-04-16T02:29:31.421789+00:00
|
Edit
Delete
|
|
54128
|
evt_28cce26af342
|
entity_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"STAN"},"id":"equity:STAN","status":"active","tags":["asset:equity","theme_member"],"title":"STAN","type":"asset"}}...
|
NULL
|
0.0
|
opportunity:ensure_asset:equity:STAN
|
NULL
|
2026-04-16T02:29:31.425742+00:00
|
Edit
Delete
|
|
54129
|
evt_2914d25f86c4
|
link_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"link":{"from_id":"equity:STA {"link":{"from_id":"equity:STAN","strength":0.75,"to_id":"theme:onshoring_industrials","type":"member_of","valid_from":"2026-04-16T02:29:20.328661+00:00"}}...
|
NULL
|
0.0
|
opportunity:member_of:onshoring_industrials:STAN:2 opportunity:member_of:onshoring_industrials:STAN:2026-04-16...
|
NULL
|
2026-04-16T02:29:31.428445+00:00
|
Edit
Delete
|
|
54130
|
evt_1a73b9565e0a
|
entity_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"VXUS"},"id":"equity:VXUS","status":"active","tags":["asset:equity","theme_member"],"title":"VXUS","type":"asset"}}...
|
NULL
|
0.0
|
opportunity:ensure_asset:equity:VXUS
|
NULL
|
2026-04-16T02:29:31.431939+00:00
|
Edit
Delete
|
|
54131
|
evt_729a3c38c933
|
link_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"link":{"from_id":"equity:VXU {"link":{"from_id":"equity:VXUS","strength":0.75,"to_id":"theme:onshoring_industrials","type":"member_of","valid_from":"2026-04-16T02:29:20.328661+00:00"}}...
|
NULL
|
0.0
|
opportunity:member_of:onshoring_industrials:VXUS:2 opportunity:member_of:onshoring_industrials:VXUS:2026-04-16...
|
NULL
|
2026-04-16T02:29:31.434133+00:00
|
Edit
Delete
|
|
54132
|
evt_e9631cbcb3b7
|
entity_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"SPY"},"id":"equity:SPY","status":"active","tags":["asset:equity","theme_member"],"title":"SPY","type":"asset"}}...
|
NULL
|
0.0
|
opportunity:ensure_asset:equity:SPY
|
NULL
|
2026-04-16T02:29:31.437789+00:00
|
Edit
Delete
|
|
54133
|
evt_82c00f2812e4
|
link_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"link":{"from_id":"equity:SPY {"link":{"from_id":"equity:SPY","strength":0.75,"to_id":"theme:onshoring_industrials","type":"member_of","valid_from":"2026-04-16T02:29:20.328661+00:00"}}...
|
NULL
|
0.0
|
opportunity:member_of:onshoring_industrials:SPY:20 opportunity:member_of:onshoring_industrials:SPY:2026-04-16...
|
NULL
|
2026-04-16T02:29:31.440255+00:00
|
Edit
Delete
|
|
54134
|
evt_0e4fad4da388
|
entity_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"SP500"},"id":"equity:SP500","status":"active","tags":["asset:equity","theme_member"],"title":"SP500","type":"asset"}}...
|
NULL
|
0.0
|
opportunity:ensure_asset:equity:SP500
|
NULL
|
2026-04-16T02:29:31.444210+00:00
|
Edit
Delete
|
|
54135
|
evt_d7df7b19e170
|
link_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"link":{"from_id":"equity:SP5 {"link":{"from_id":"equity:SP500","strength":0.75,"to_id":"theme:onshoring_industrials","type":"member_of","valid_from":"2026-04-16T02:29:20.328661+00:00"}}...
|
NULL
|
0.0
|
opportunity:member_of:onshoring_industrials:SP500: opportunity:member_of:onshoring_industrials:SP500:2026-04-16...
|
NULL
|
2026-04-16T02:29:31.448683+00:00
|
Edit
Delete
|
|
54136
|
evt_d8945ea18601
|
entity_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"INTC"},"id":"equity:INTC","status":"active","tags":["asset:equity","theme_member"],"title":"INTC","type":"asset"}}...
|
NULL
|
0.0
|
opportunity:ensure_asset:equity:INTC
|
NULL
|
2026-04-16T02:29:31.452660+00:00
|
Edit
Delete
|
|
54137
|
evt_4ac512b515c9
|
link_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"link":{"from_id":"equity:INT {"link":{"from_id":"equity:INTC","strength":0.75,"to_id":"theme:onshoring_industrials","type":"member_of","valid_from":"2026-04-16T02:29:20.328661+00:00"}}...
|
NULL
|
0.0
|
opportunity:member_of:onshoring_industrials:INTC:2 opportunity:member_of:onshoring_industrials:INTC:2026-04-16...
|
NULL
|
2026-04-16T02:29:31.454743+00:00
|
Edit
Delete
|
|
54138
|
evt_064368cc9172
|
entity_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"entity":{"data":{"emergent&# {"entity":{"data":{"emergent":false,"keywords":["ai infrastructure","ai compute","ai chips","gpu demand","inference","training cluster","hyperscaler","cloud capex","accelerator","interconnect","liquid cooling","ai factory"],"sector_tags":["semiconductors","networking","cloud","datacenter"],"theme_key":"ai_infrastructure"},"id":"theme:ai_infrastructure","status":"active","tags":["theme","sector:semiconductors"],"title":"AI infrastructure / hyperscaler compute","type":"theme"}}...
|
NULL
|
0.0
|
opportunity:theme_entity:ai_infrastructure
|
NULL
|
2026-04-16T02:29:31.457283+00:00
|
Edit
Delete
|
|
54139
|
evt_2d44c05d2bba
|
fact_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"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"}}...
|
NULL
|
0.0
|
opportunity:theme_fact:ai_infrastructure:heat_scor opportunity:theme_fact:ai_infrastructure:heat_score:2026-04-16...
|
NULL
|
2026-04-16T02:29:31.460033+00:00
|
Edit
Delete
|
|
54140
|
evt_b07cc3b3e402
|
fact_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"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}}...
|
NULL
|
0.0
|
opportunity:theme_fact:ai_infrastructure:hot:2026- opportunity:theme_fact:ai_infrastructure:hot:2026-04-16...
|
NULL
|
2026-04-16T02:29:31.466120+00:00
|
Edit
Delete
|
|
54141
|
evt_33a9f36b6548
|
fact_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"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"}}...
|
NULL
|
0.0
|
opportunity:theme_fact:ai_infrastructure:narrative opportunity:theme_fact:ai_infrastructure:narrative:2026-04-16...
|
NULL
|
2026-04-16T02:29:31.469733+00:00
|
Edit
Delete
|
|
54142
|
evt_39950c3c6430
|
fact_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"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"]}...
|
NULL
|
0.0
|
opportunity:theme_fact:ai_infrastructure:member_ti opportunity:theme_fact:ai_infrastructure:member_tickers:2026-04-16...
|
NULL
|
2026-04-16T02:29:31.472237+00:00
|
Edit
Delete
|
|
54143
|
evt_c794535af791
|
fact_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"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)"}]}...
|
NULL
|
0.0
|
opportunity:theme_fact:ai_infrastructure:catalysts opportunity:theme_fact:ai_infrastructure:catalysts_14d:2026-04-16...
|
NULL
|
2026-04-16T02:29:31.474831+00:00
|
Edit
Delete
|
|
54144
|
evt_9e7693869d9e
|
link_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"link":{"from_id":"equity:NVD {"link":{"from_id":"equity:NVDA","strength":0.75,"to_id":"theme:ai_infrastructure","type":"member_of","valid_from":"2026-04-16T02:29:20.328661+00:00"}}...
|
NULL
|
0.0
|
opportunity:member_of:ai_infrastructure:NVDA:2026- opportunity:member_of:ai_infrastructure:NVDA:2026-04-16...
|
NULL
|
2026-04-16T02:29:31.482675+00:00
|
Edit
Delete
|
|
54145
|
evt_3a8b2c9be915
|
entity_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"AMD"},"id":"equity:AMD","status":"active","tags":["asset:equity","theme_member"],"title":"AMD","type":"asset"}}...
|
NULL
|
0.0
|
opportunity:ensure_asset:equity:AMD
|
NULL
|
2026-04-16T02:29:31.488145+00:00
|
Edit
Delete
|
|
54146
|
evt_f2deecdcf3a0
|
link_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"link":{"from_id":"equity:AMD {"link":{"from_id":"equity:AMD","strength":0.75,"to_id":"theme:ai_infrastructure","type":"member_of","valid_from":"2026-04-16T02:29:20.328661+00:00"}}...
|
NULL
|
0.0
|
opportunity:member_of:ai_infrastructure:AMD:2026-0 opportunity:member_of:ai_infrastructure:AMD:2026-04-16...
|
NULL
|
2026-04-16T02:29:31.577941+00:00
|
Edit
Delete
|
|
54147
|
evt_fb5e859e598c
|
entity_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"AVGO"},"id":"equity:AVGO","status":"active","tags":["asset:equity","theme_member"],"title":"AVGO","type":"asset"}}...
|
NULL
|
0.0
|
opportunity:ensure_asset:equity:AVGO
|
NULL
|
2026-04-16T02:29:31.582612+00:00
|
Edit
Delete
|
|
54148
|
evt_3c85789f27e3
|
link_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"link":{"from_id":"equity:AVG {"link":{"from_id":"equity:AVGO","strength":0.75,"to_id":"theme:ai_infrastructure","type":"member_of","valid_from":"2026-04-16T02:29:20.328661+00:00"}}...
|
NULL
|
0.0
|
opportunity:member_of:ai_infrastructure:AVGO:2026- opportunity:member_of:ai_infrastructure:AVGO:2026-04-16...
|
NULL
|
2026-04-16T02:29:31.584830+00:00
|
Edit
Delete
|
|
54149
|
evt_f9ff0c0d89d1
|
entity_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"ANET"},"id":"equity:ANET","status":"active","tags":["asset:equity","theme_member"],"title":"ANET","type":"asset"}}...
|
NULL
|
0.0
|
opportunity:ensure_asset:equity:ANET
|
NULL
|
2026-04-16T02:29:31.654671+00:00
|
Edit
Delete
|
|
54150
|
evt_f4b0acbb5449
|
link_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"link":{"from_id":"equity:ANE {"link":{"from_id":"equity:ANET","strength":0.75,"to_id":"theme:ai_infrastructure","type":"member_of","valid_from":"2026-04-16T02:29:20.328661+00:00"}}...
|
NULL
|
0.0
|
opportunity:member_of:ai_infrastructure:ANET:2026- opportunity:member_of:ai_infrastructure:ANET:2026-04-16...
|
NULL
|
2026-04-16T02:29:31.657218+00:00
|
Edit
Delete
|
|
54151
|
evt_fe70ea035513
|
entity_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"VRT"},"id":"equity:VRT","status":"active","tags":["asset:equity","theme_member"],"title":"VRT","type":"asset"}}...
|
NULL
|
0.0
|
opportunity:ensure_asset:equity:VRT
|
NULL
|
2026-04-16T02:29:31.662504+00:00
|
Edit
Delete
|
|
54152
|
evt_f6600292ce47
|
link_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"link":{"from_id":"equity:VRT {"link":{"from_id":"equity:VRT","strength":0.75,"to_id":"theme:ai_infrastructure","type":"member_of","valid_from":"2026-04-16T02:29:20.328661+00:00"}}...
|
NULL
|
0.0
|
opportunity:member_of:ai_infrastructure:VRT:2026-0 opportunity:member_of:ai_infrastructure:VRT:2026-04-16...
|
NULL
|
2026-04-16T02:29:31.666379+00:00
|
Edit
Delete
|
|
54153
|
evt_8593157b81c7
|
entity_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"CRWV"},"id":"equity:CRWV","status":"active","tags":["asset:equity","theme_member"],"title":"CRWV","type":"asset"}}...
|
NULL
|
0.0
|
opportunity:ensure_asset:equity:CRWV
|
NULL
|
2026-04-16T02:29:31.671788+00:00
|
Edit
Delete
|
|
54154
|
evt_75f922726ea1
|
link_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"link":{"from_id":"equity:CRW {"link":{"from_id":"equity:CRWV","strength":0.75,"to_id":"theme:ai_infrastructure","type":"member_of","valid_from":"2026-04-16T02:29:20.328661+00:00"}}...
|
NULL
|
0.0
|
opportunity:member_of:ai_infrastructure:CRWV:2026- opportunity:member_of:ai_infrastructure:CRWV:2026-04-16...
|
NULL
|
2026-04-16T02:29:31.674609+00:00
|
Edit
Delete
|
|
54155
|
evt_83eee52e9540
|
entity_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"SMCI"},"id":"equity:SMCI","status":"active","tags":["asset:equity","theme_member"],"title":"SMCI","type":"asset"}}...
|
NULL
|
0.0
|
opportunity:ensure_asset:equity:SMCI
|
NULL
|
2026-04-16T02:29:31.680302+00:00
|
Edit
Delete
|
|
54156
|
evt_5a814a5b52e9
|
link_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"link":{"from_id":"equity:SMC {"link":{"from_id":"equity:SMCI","strength":0.75,"to_id":"theme:ai_infrastructure","type":"member_of","valid_from":"2026-04-16T02:29:20.328661+00:00"}}...
|
NULL
|
0.0
|
opportunity:member_of:ai_infrastructure:SMCI:2026- opportunity:member_of:ai_infrastructure:SMCI:2026-04-16...
|
NULL
|
2026-04-16T02:29:31.691849+00:00
|
Edit
Delete
|
|
54157
|
evt_c96a08554343
|
entity_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"DELL"},"id":"equity:DELL","status":"active","tags":["asset:equity","theme_member"],"title":"DELL","type":"asset"}}...
|
NULL
|
0.0
|
opportunity:ensure_asset:equity:DELL
|
NULL
|
2026-04-16T02:29:31.703772+00:00
|
Edit
Delete
|
|
54158
|
evt_349e709e6fc0
|
link_upsert
|
2026-04-16T02:29:20.328661+00:00
|
opportunity_theme_engine
|
[]
|
{"link":{"from_id":"equity:DEL {"link":{"from_id":"equity:DELL","strength":0.75,"to_id":"theme:ai_infrastructure","type":"member_of","valid_from":"2026-04-16T02:29:20.328661+00:00"}}...
|
NULL
|
0.0
|
opportunity:member_of:ai_infrastructure:DELL:2026- opportunity:member_of:ai_infrastructure:DELL:2026-04-16...
|
NULL
|
2026-04-16T02:29:31.712400+00:00
|
Edit
Delete
|