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{"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"}}...
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opportunity:member_of:onshoring_industrials:CARR:2 opportunity:member_of:onshoring_industrials:CARR:2026-04-16...
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{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"ETN"},"id":"equity:ETN","status":"active","tags":["asset:equity","theme_member"],"title":"ETN","type":"asset"}}...
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{"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"}}...
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opportunity:member_of:onshoring_industrials:ETN:20 opportunity:member_of:onshoring_industrials:ETN:2026-04-16...
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{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"GE"},"id":"equity:GE","status":"active","tags":["asset:equity","theme_member"],"title":"GE","type":"asset"}}...
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{"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"}}...
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opportunity:member_of:onshoring_industrials:GE:202 opportunity:member_of:onshoring_industrials:GE:2026-04-16...
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{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"PH"},"id":"equity:PH","status":"active","tags":["asset:equity","theme_member"],"title":"PH","type":"asset"}}...
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{"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"}}...
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opportunity:member_of:onshoring_industrials:PH:202 opportunity:member_of:onshoring_industrials:PH:2026-04-16...
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{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"FAST"},"id":"equity:FAST","status":"active","tags":["asset:equity","theme_member"],"title":"FAST","type":"asset"}}...
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{"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"}}...
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opportunity:member_of:onshoring_industrials:FAST:2 opportunity:member_of:onshoring_industrials:FAST:2026-04-16...
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[]
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{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"AEM"},"id":"equity:AEM","status":"active","tags":["asset:equity","theme_member"],"title":"AEM","type":"asset"}}...
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2026-04-16T02:29:31.378199+00:00
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{"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"}}...
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opportunity:member_of:onshoring_industrials:AEM:20 opportunity:member_of:onshoring_industrials:AEM:2026-04-16...
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[]
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{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"MS"},"id":"equity:MS","status":"active","tags":["asset:equity","theme_member"],"title":"MS","type":"asset"}}...
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{"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"}}...
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opportunity:member_of:onshoring_industrials:MS:202 opportunity:member_of:onshoring_industrials:MS:2026-04-16...
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{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"WPM"},"id":"equity:WPM","status":"active","tags":["asset:equity","theme_member"],"title":"WPM","type":"asset"}}...
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{"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"}}...
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opportunity:member_of:onshoring_industrials:WPM:20 opportunity:member_of:onshoring_industrials:WPM:2026-04-16...
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{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"^GSPC"},"id":"equity:^GSPC","status":"active","tags":["asset:equity","theme_member"],"title":"^GSPC","type":"asset"}}...
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{"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"}}...
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opportunity:member_of:onshoring_industrials:^GSPC: opportunity:member_of:onshoring_industrials:^GSPC:2026-04-16...
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{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"NVDA"},"id":"equity:NVDA","status":"active","tags":["asset:equity","theme_member"],"title":"NVDA","type":"asset"}}...
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{"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"}}...
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opportunity:member_of:onshoring_industrials:NVDA:2 opportunity:member_of:onshoring_industrials:NVDA:2026-04-16...
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{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"STAN"},"id":"equity:STAN","status":"active","tags":["asset:equity","theme_member"],"title":"STAN","type":"asset"}}...
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{"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"}}...
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opportunity:member_of:onshoring_industrials:STAN:2 opportunity:member_of:onshoring_industrials:STAN:2026-04-16...
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{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"VXUS"},"id":"equity:VXUS","status":"active","tags":["asset:equity","theme_member"],"title":"VXUS","type":"asset"}}...
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{"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"}}...
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0.0
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opportunity:member_of:onshoring_industrials:VXUS:2 opportunity:member_of:onshoring_industrials:VXUS:2026-04-16...
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{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"SPY"},"id":"equity:SPY","status":"active","tags":["asset:equity","theme_member"],"title":"SPY","type":"asset"}}...
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{"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"}}...
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opportunity:member_of:onshoring_industrials:SPY:20 opportunity:member_of:onshoring_industrials:SPY:2026-04-16...
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{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"SP500"},"id":"equity:SP500","status":"active","tags":["asset:equity","theme_member"],"title":"SP500","type":"asset"}}...
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{"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"}}...
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0.0
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opportunity:member_of:onshoring_industrials:SP500: opportunity:member_of:onshoring_industrials:SP500:2026-04-16...
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{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"INTC"},"id":"equity:INTC","status":"active","tags":["asset:equity","theme_member"],"title":"INTC","type":"asset"}}...
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{"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"}}...
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opportunity:member_of:onshoring_industrials:INTC:2 opportunity:member_of:onshoring_industrials:INTC:2026-04-16...
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[]
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{"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"}}...
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:ai_infrastructure","field":"heat_score","value":{"components":{"news":0.0,"pa":0.1125,"sm":1.0,"ta":0.0},"components_passing":1,"direction":"neutral","emergent":false,"history":[{"components":{"news":0.0,"pa":0.1125,"sm":1.0,"ta":0.0},"d":"2026-04-16","direction":"neutral","score":0.2338}],"score":0.2338,"updated_at":"2026-04-16T02:29:20.328661+00:00"}}...
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0.0
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opportunity:theme_fact:ai_infrastructure:heat_scor opportunity:theme_fact:ai_infrastructure:heat_score:2026-04-16...
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:ai_infrastructure","field":"hot","value":{"as_of":"2026-04-16T02:29:20.328661+00:00","components_passing":1,"is_hot":false}}...
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opportunity:theme_fact:ai_infrastructure:hot:2026- opportunity:theme_fact:ai_infrastructure:hot:2026-04-16...
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2026-04-16T02:29:31.466120+00:00
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:ai_infrastructure","field":"narrative","value":{"oneliner":"AI infrastructure / hyperscaler compute \u2014 tracking \u2014 mixed","updated_at":"2026-04-16T02:29:20.328661+00:00"}}...
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0.0
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opportunity:theme_fact:ai_infrastructure:narrative opportunity:theme_fact:ai_infrastructure:narrative:2026-04-16...
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2026-04-16T02:29:31.469733+00:00
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:ai_infrastructure","field":"member_tickers","value":["NVDA","AMD","AVGO","ANET","VRT","CRWV","SMCI","DELL"]}...
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NULL
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0.0
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opportunity:theme_fact:ai_infrastructure:member_ti opportunity:theme_fact:ai_infrastructure:member_tickers:2026-04-16...
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2026-04-16T02:29:31.472237+00:00
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54143
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evt_c794535af791
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-16T02:29:20.328661+0 {"as_of":"2026-04-16T02:29:20.328661+00:00","entity_id":"theme:ai_infrastructure","field":"catalysts_14d","value":[{"at":"2026-04-22T00:00:00Z","family":"catalyst","label":"VRT earnings on 2026-04-22 (bmo)"}]}...
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opportunity:theme_fact:ai_infrastructure:catalysts opportunity:theme_fact:ai_infrastructure:catalysts_14d:2026-04-16...
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2026-04-16T02:29:31.474831+00:00
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54144
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evt_9e7693869d9e
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"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"}}...
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0.0
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opportunity:member_of:ai_infrastructure:NVDA:2026- opportunity:member_of:ai_infrastructure:NVDA:2026-04-16...
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2026-04-16T02:29:31.482675+00:00
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evt_3a8b2c9be915
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entity_upsert
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"AMD"},"id":"equity:AMD","status":"active","tags":["asset:equity","theme_member"],"title":"AMD","type":"asset"}}...
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0.0
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opportunity:ensure_asset:equity:AMD
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2026-04-16T02:29:31.488145+00:00
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evt_f2deecdcf3a0
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"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"}}...
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0.0
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opportunity:member_of:ai_infrastructure:AMD:2026-0 opportunity:member_of:ai_infrastructure:AMD:2026-04-16...
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2026-04-16T02:29:31.577941+00:00
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evt_fb5e859e598c
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"AVGO"},"id":"equity:AVGO","status":"active","tags":["asset:equity","theme_member"],"title":"AVGO","type":"asset"}}...
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NULL
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opportunity:ensure_asset:equity:AVGO
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2026-04-16T02:29:31.582612+00:00
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"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"}}...
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opportunity:member_of:ai_infrastructure:AVGO:2026- opportunity:member_of:ai_infrastructure:AVGO:2026-04-16...
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2026-04-16T02:29:31.584830+00:00
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"ANET"},"id":"equity:ANET","status":"active","tags":["asset:equity","theme_member"],"title":"ANET","type":"asset"}}...
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NULL
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0.0
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opportunity:ensure_asset:equity:ANET
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2026-04-16T02:29:31.654671+00:00
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opportunity_theme_engine
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[]
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{"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"}}...
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opportunity:member_of:ai_infrastructure:ANET:2026- opportunity:member_of:ai_infrastructure:ANET:2026-04-16...
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2026-04-16T02:29:31.657218+00:00
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opportunity_theme_engine
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[]
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{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"VRT"},"id":"equity:VRT","status":"active","tags":["asset:equity","theme_member"],"title":"VRT","type":"asset"}}...
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opportunity:ensure_asset:equity:VRT
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opportunity_theme_engine
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[]
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{"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"}}...
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opportunity:member_of:ai_infrastructure:VRT:2026-0 opportunity:member_of:ai_infrastructure:VRT:2026-04-16...
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2026-04-16T02:29:31.666379+00:00
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"CRWV"},"id":"equity:CRWV","status":"active","tags":["asset:equity","theme_member"],"title":"CRWV","type":"asset"}}...
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opportunity:ensure_asset:equity:CRWV
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2026-04-16T02:29:31.671788+00:00
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[]
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{"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"}}...
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opportunity:member_of:ai_infrastructure:CRWV:2026- opportunity:member_of:ai_infrastructure:CRWV:2026-04-16...
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2026-04-16T02:29:31.674609+00:00
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opportunity_theme_engine
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[]
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{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"SMCI"},"id":"equity:SMCI","status":"active","tags":["asset:equity","theme_member"],"title":"SMCI","type":"asset"}}...
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opportunity:ensure_asset:equity:SMCI
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opportunity_theme_engine
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[]
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{"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"}}...
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opportunity:member_of:ai_infrastructure:SMCI:2026- opportunity:member_of:ai_infrastructure:SMCI:2026-04-16...
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2026-04-16T02:29:31.691849+00:00
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opportunity_theme_engine
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[]
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{"entity":{"data":{"symbol" {"entity":{"data":{"symbol":"DELL"},"id":"equity:DELL","status":"active","tags":["asset:equity","theme_member"],"title":"DELL","type":"asset"}}...
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opportunity:ensure_asset:equity:DELL
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2026-04-16T02:29:31.703772+00:00
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2026-04-16T02:29:20.328661+00:00
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opportunity_theme_engine
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[]
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{"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"}}...
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opportunity:member_of:ai_infrastructure:DELL:2026- opportunity:member_of:ai_infrastructure:DELL:2026-04-16...
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2026-04-16T02:29:31.712400+00:00
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