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249711
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evt_fa2170aecfa0
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
|
{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+00:00","entity_id":"theme:glp1_obesity","field":"heat_score","value":{"components":{"news":0.0,"pa":0.05,"sm":0.2382,"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":0.0,"ta":0.0},"d":"2026-04-17","direction":"neutral","score":0.0},{"components":{"news":0.0,"pa":0.15,"sm":0.5476,"ta":0.0},"d":"2026-04-18","direction":"neutral","score":0.1545},{"components":{"news":0.0,"pa":0.05,"sm":0.2382,"ta":0.0},"d":"2026-04-19","direction":"neutral","score":0.0626}],"score":0.0626,"updated_at":"2026-04-19T00:01:57.899937+00:00"}}...
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NULL
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0.0
|
opportunity:theme_fact:glp1_obesity:heat_score:202 opportunity:theme_fact:glp1_obesity:heat_score:2026-04-19...
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NULL
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2026-04-19T00:02:07.633218+00:00
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249712
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evt_19894a70cb83
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
|
{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+00:00","entity_id":"theme:glp1_obesity","field":"hot","value":{"as_of":"2026-04-19T00:01:57.899937+00:00","components_passing":0,"is_hot":false}}...
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NULL
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0.0
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opportunity:theme_fact:glp1_obesity:hot:2026-04-19
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NULL
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2026-04-19T00:02:07.639935+00:00
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249713
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evt_efc94a19dfec
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+00:00","entity_id":"theme:glp1_obesity","field":"narrative","value":{"oneliner":"GLP-1 / obesity therapeutics \u2014 tracking \u2014 mixed","updated_at":"2026-04-19T00:01:57.899937+00:00"}}...
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NULL
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0.0
|
opportunity:theme_fact:glp1_obesity:narrative:2026 opportunity:theme_fact:glp1_obesity:narrative:2026-04-19...
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NULL
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2026-04-19T00:02:07.646615+00:00
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249714
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evt_67fa5ca534a7
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
|
{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+00:00","entity_id":"theme:glp1_obesity","field":"member_tickers","value":["NVO","LLY","VKTX","ALT","AMGN","PFE","SP500"]}...
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NULL
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0.0
|
opportunity:theme_fact:glp1_obesity:member_tickers opportunity:theme_fact:glp1_obesity:member_tickers:2026-04-19...
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NULL
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2026-04-19T00:02:07.653981+00:00
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249715
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evt_76a4f4bc9a0f
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+00:00","entity_id":"theme:glp1_obesity","field":"catalysts_14d","value":[]}...
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NULL
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0.0
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opportunity:theme_fact:glp1_obesity:catalysts_14d: opportunity:theme_fact:glp1_obesity:catalysts_14d:2026-04-19...
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NULL
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2026-04-19T00:02:07.659798+00:00
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249716
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evt_e0b5363f0d0a
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+00:00","entity_id":"theme:defense_rearmament","field":"heat_score","value":{"components":{"news":0.0922,"pa":0.0,"sm":0.0,"ta":0.0},"components_passing":0,"direction":"neutral","emergent":false,"history":[{"components":{"news":0.0,"pa":0.0429,"sm":0.12,"ta":0.0},"d":"2026-04-16","direction":"neutral","score":0.0369},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.2977},"d":"2026-04-17","direction":"down","score":0.0595},{"components":{"news":0.2206,"pa":0.0,"sm":0.0,"ta":0.2977},"d":"2026-04-18","direction":"down","score":0.1257},{"components":{"news":0.0922,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-19","direction":"neutral","score":0.0277}],"score":0.0277,"updated_at":"2026-04-19T00:01:57.899937+00:00"}}...
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NULL
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0.0
|
opportunity:theme_fact:defense_rearmament:heat_sco opportunity:theme_fact:defense_rearmament:heat_score:2026-04-19...
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NULL
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2026-04-19T00:02:07.666744+00:00
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249717
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evt_8379cc1b0459
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
|
{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+00:00","entity_id":"theme:defense_rearmament","field":"hot","value":{"as_of":"2026-04-19T00:01:57.899937+00:00","components_passing":0,"is_hot":false}}...
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NULL
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0.0
|
opportunity:theme_fact:defense_rearmament:hot:2026 opportunity:theme_fact:defense_rearmament:hot:2026-04-19...
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NULL
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2026-04-19T00:02:07.669518+00:00
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249718
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evt_efdd24274c9a
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+00:00","entity_id":"theme:defense_rearmament","field":"narrative","value":{"oneliner":"Defense rearmament \u2014 tracking \u2014 mixed","updated_at":"2026-04-19T00:01:57.899937+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:2026-04-19...
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NULL
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2026-04-19T00:02:07.672071+00:00
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249719
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evt_34923a51467a
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
|
{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+00:00","entity_id":"theme:defense_rearmament","field":"member_tickers","value":["LMT","RTX","GD","NOC","HII","RHM.DE","LDOS"]}...
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NULL
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0.0
|
opportunity:theme_fact:defense_rearmament:member_t opportunity:theme_fact:defense_rearmament:member_tickers:2026-04-19...
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NULL
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2026-04-19T00:02:07.674504+00:00
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249720
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evt_1f65d5beb6c5
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+00:00","entity_id":"theme:defense_rearmament","field":"catalysts_14d","value":[{"at":"2026-04-21T00:00:00Z","family":"catalyst","label":"NOC earnings on 2026-04-21 (bmo)"},{"at":"2026-04-21T00:00:00Z","family":"catalyst","label":"RTX earnings on 2026-04-21 (bmo)"}]}...
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NULL
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0.0
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opportunity:theme_fact:defense_rearmament:catalyst opportunity:theme_fact:defense_rearmament:catalysts_14d:2026-04-19...
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NULL
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2026-04-19T00:02:07.676982+00:00
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249721
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evt_d6350e80b4fd
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+00:00","entity_id":"theme:electrification_grid","field":"heat_score","value":{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"components_passing":0,"direction":"neutral","emergent":false,"history":[{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-16","direction":"neutral","score":0.0},{"components":{"news":0.0,"pa":0.0,"sm":0.4318,"ta":0.0},"d":"2026-04-17","direction":"neutral","score":0.0864},{"components":{"news":0.0,"pa":0.0429,"sm":0.5546,"ta":0.0},"d":"2026-04-18","direction":"neutral","score":0.1238},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-19","direction":"neutral","score":0.0}],"score":0.0,"updated_at":"2026-04-19T00:01:57.899937+00:00"}}...
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NULL
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0.0
|
opportunity:theme_fact:electrification_grid:heat_s opportunity:theme_fact:electrification_grid:heat_score:2026-04-19...
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NULL
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2026-04-19T00:02:07.683350+00:00
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249722
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evt_a7fe68f9384f
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+00:00","entity_id":"theme:electrification_grid","field":"hot","value":{"as_of":"2026-04-19T00:01:57.899937+00:00","components_passing":0,"is_hot":false}}...
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NULL
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0.0
|
opportunity:theme_fact:electrification_grid:hot:20 opportunity:theme_fact:electrification_grid:hot:2026-04-19...
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NULL
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2026-04-19T00:02:07.685727+00:00
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249723
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evt_6aa03bb0e8ce
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+00:00","entity_id":"theme:electrification_grid","field":"narrative","value":{"oneliner":"Electrification / grid buildout \u2014 tracking \u2014 mixed","updated_at":"2026-04-19T00:01:57.899937+00:00"}}...
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NULL
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0.0
|
opportunity:theme_fact:electrification_grid:narrat opportunity:theme_fact:electrification_grid:narrative:2026-04-19...
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NULL
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2026-04-19T00:02:07.688004+00:00
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249724
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evt_94a93169dfb5
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
|
{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+00:00","entity_id":"theme:electrification_grid","field":"member_tickers","value":["ETN","GEV","ABB","FCX","ATKR","HUBB","VRT"]}...
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NULL
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0.0
|
opportunity:theme_fact:electrification_grid:member opportunity:theme_fact:electrification_grid:member_tickers:2026-04-19...
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NULL
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2026-04-19T00:02:07.690365+00:00
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249725
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evt_c9f2e5c4364c
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+00:00","entity_id":"theme:electrification_grid","field":"catalysts_14d","value":[{"at":"2026-04-22T00:00:00Z","family":"catalyst","label":"VRT earnings on 2026-04-22 (bmo)"},{"at":"2026-04-22T00:00:00Z","family":"catalyst","label":"GEV earnings on 2026-04-22 (bmo)"}]}...
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NULL
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0.0
|
opportunity:theme_fact:electrification_grid:cataly opportunity:theme_fact:electrification_grid:catalysts_14d:2026-04-19...
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NULL
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2026-04-19T00:02:07.692623+00:00
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249726
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evt_175f9636691f
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link_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:ADI {"link":{"from_id":"equity:ADI","to_id":"theme:electrification_grid","type":"member_of","valid_to":"2026-04-19T00:01:57.899937+00:00"}}...
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NULL
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0.0
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opportunity:member_of_close:electrification_grid:A opportunity:member_of_close:electrification_grid:ADI:2026-04-19...
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NULL
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2026-04-19T00:02:07.696897+00:00
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249727
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evt_edefe9fc370f
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link_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:FER {"link":{"from_id":"equity:FERC","to_id":"theme:electrification_grid","type":"member_of","valid_to":"2026-04-19T00:01:57.899937+00:00"}}...
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NULL
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0.0
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opportunity:member_of_close:electrification_grid:F opportunity:member_of_close:electrification_grid:FERC:2026-04-19...
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NULL
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2026-04-19T00:02:07.699147+00:00
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249728
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evt_b79149eeabc4
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link_upsert
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2026-04-19T00:01:57.899937+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","to_id":"theme:electrification_grid","type":"member_of","valid_to":"2026-04-19T00:01:57.899937+00:00"}}...
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NULL
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0.0
|
opportunity:member_of_close:electrification_grid:N opportunity:member_of_close:electrification_grid:NVDA:2026-04-19...
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NULL
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2026-04-19T00:02:07.701438+00:00
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249729
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evt_80897f559e1e
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link_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:BE& {"link":{"from_id":"equity:BE","to_id":"theme:electrification_grid","type":"member_of","valid_to":"2026-04-19T00:01:57.899937+00:00"}}...
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NULL
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0.0
|
opportunity:member_of_close:electrification_grid:B opportunity:member_of_close:electrification_grid:BE:2026-04-19...
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NULL
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2026-04-19T00:02:07.703454+00:00
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249730
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evt_471b513a31ca
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link_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
|
{"link":{"from_id":"equity:CEG {"link":{"from_id":"equity:CEG","to_id":"theme:electrification_grid","type":"member_of","valid_to":"2026-04-19T00:01:57.899937+00:00"}}...
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NULL
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0.0
|
opportunity:member_of_close:electrification_grid:C opportunity:member_of_close:electrification_grid:CEG:2026-04-19...
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NULL
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2026-04-19T00:02:07.705613+00:00
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249731
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evt_a8885c1a1dd6
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link_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
|
{"link":{"from_id":"equity:NBI {"link":{"from_id":"equity:NBIS","to_id":"theme:electrification_grid","type":"member_of","valid_to":"2026-04-19T00:01:57.899937+00:00"}}...
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NULL
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0.0
|
opportunity:member_of_close:electrification_grid:N opportunity:member_of_close:electrification_grid:NBIS:2026-04-19...
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NULL
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2026-04-19T00:02:07.707990+00:00
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249732
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evt_02fcd108d91b
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link_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
|
{"link":{"from_id":"equity:NED {"link":{"from_id":"equity:NEDC","to_id":"theme:electrification_grid","type":"member_of","valid_to":"2026-04-19T00:01:57.899937+00:00"}}...
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NULL
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0.0
|
opportunity:member_of_close:electrification_grid:N opportunity:member_of_close:electrification_grid:NEDC:2026-04-19...
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NULL
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2026-04-19T00:02:07.710071+00:00
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249733
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evt_a844bb6192c9
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link_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
|
{"link":{"from_id":"equity:WST {"link":{"from_id":"equity:WSTS","to_id":"theme:electrification_grid","type":"member_of","valid_to":"2026-04-19T00:01:57.899937+00:00"}}...
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NULL
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0.0
|
opportunity:member_of_close:electrification_grid:W opportunity:member_of_close:electrification_grid:WSTS:2026-04-19...
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NULL
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2026-04-19T00:02:07.712406+00:00
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249734
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evt_f9496a44a37f
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
|
{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+00:00","entity_id":"theme:cybersecurity_cycle","field":"heat_score","value":{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"components_passing":0,"direction":"neutral","emergent":false,"history":[{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-16","direction":"neutral","score":0.0},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-17","direction":"neutral","score":0.0},{"components":{"news":0.0,"pa":0.0,"sm":0.2266,"ta":0.3164},"d":"2026-04-18","direction":"up","score":0.1086},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-19","direction":"neutral","score":0.0}],"score":0.0,"updated_at":"2026-04-19T00:01:57.899937+00:00"}}...
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NULL
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0.0
|
opportunity:theme_fact:cybersecurity_cycle:heat_sc opportunity:theme_fact:cybersecurity_cycle:heat_score:2026-04-19...
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NULL
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2026-04-19T00:02:07.724282+00:00
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249735
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evt_ae03f375d0ac
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
|
{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+00:00","entity_id":"theme:cybersecurity_cycle","field":"hot","value":{"as_of":"2026-04-19T00:01:57.899937+00:00","components_passing":0,"is_hot":false}}...
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NULL
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0.0
|
opportunity:theme_fact:cybersecurity_cycle:hot:202 opportunity:theme_fact:cybersecurity_cycle:hot:2026-04-19...
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NULL
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2026-04-19T00:02:07.742206+00:00
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249736
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evt_1183f41d1541
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
|
opportunity_theme_engine
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[]
|
{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+00:00","entity_id":"theme:cybersecurity_cycle","field":"narrative","value":{"oneliner":"Cybersecurity platform consolidation \u2014 tracking \u2014 mixed","updated_at":"2026-04-19T00:01:57.899937+00:00"}}...
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NULL
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0.0
|
opportunity:theme_fact:cybersecurity_cycle:narrati opportunity:theme_fact:cybersecurity_cycle:narrative:2026-04-19...
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NULL
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2026-04-19T00:02:07.750553+00:00
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249737
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evt_f4b132c4f8cd
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+00:00","entity_id":"theme:cybersecurity_cycle","field":"member_tickers","value":["PANW","CRWD","ZS","NET","S","FTNT","OKTA"]}...
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NULL
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0.0
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opportunity:theme_fact:cybersecurity_cycle:member_ opportunity:theme_fact:cybersecurity_cycle:member_tickers:2026-04-19...
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NULL
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2026-04-19T00:02:07.758048+00:00
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249738
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evt_22650d9a7486
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
|
{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+00:00","entity_id":"theme:cybersecurity_cycle","field":"catalysts_14d","value":[]}...
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NULL
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0.0
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opportunity:theme_fact:cybersecurity_cycle:catalys opportunity:theme_fact:cybersecurity_cycle:catalysts_14d:2026-04-19...
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NULL
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2026-04-19T00:02:07.764839+00:00
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249739
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evt_df65ed739a60
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link_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
|
{"link":{"from_id":"equity:NAS {"link":{"from_id":"equity:NASDAQ","to_id":"theme:cybersecurity_cycle","type":"member_of","valid_to":"2026-04-19T00:01:57.899937+00:00"}}...
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NULL
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0.0
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opportunity:member_of_close:cybersecurity_cycle:NA opportunity:member_of_close:cybersecurity_cycle:NASDAQ:2026-04-19...
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NULL
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2026-04-19T00:02:07.774183+00:00
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249740
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evt_e4cdffa234d8
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link_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
|
{"link":{"from_id":"equity:AI& {"link":{"from_id":"equity:AI","to_id":"theme:cybersecurity_cycle","type":"member_of","valid_to":"2026-04-19T00:01:57.899937+00:00"}}...
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NULL
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0.0
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opportunity:member_of_close:cybersecurity_cycle:AI opportunity:member_of_close:cybersecurity_cycle:AI:2026-04-19...
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NULL
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2026-04-19T00:02:07.781361+00:00
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249741
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evt_4194c15e14ba
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
|
{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+00:00","entity_id":"theme:china_reopen_stimulus","field":"heat_score","value":{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"components_passing":0,"direction":"neutral","emergent":false,"history":[{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-16","direction":"neutral","score":0.0},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-17","direction":"neutral","score":0.0},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-18","direction":"neutral","score":0.0},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-19","direction":"neutral","score":0.0}],"score":0.0,"updated_at":"2026-04-19T00:01:57.899937+00:00"}}...
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NULL
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0.0
|
opportunity:theme_fact:china_reopen_stimulus:heat_ opportunity:theme_fact:china_reopen_stimulus:heat_score:2026-04-19...
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NULL
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2026-04-19T00:02:07.792353+00:00
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249742
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evt_8a7a53c3ad95
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
|
{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+00:00","entity_id":"theme:china_reopen_stimulus","field":"hot","value":{"as_of":"2026-04-19T00:01:57.899937+00:00","components_passing":0,"is_hot":false}}...
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NULL
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0.0
|
opportunity:theme_fact:china_reopen_stimulus:hot:2 opportunity:theme_fact:china_reopen_stimulus:hot:2026-04-19...
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NULL
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2026-04-19T00:02:07.799491+00:00
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249743
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evt_a0459ad1d665
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
|
{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+00:00","entity_id":"theme:china_reopen_stimulus","field":"narrative","value":{"oneliner":"China reopen / stimulus \u2014 tracking \u2014 mixed","updated_at":"2026-04-19T00:01:57.899937+00:00"}}...
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NULL
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0.0
|
opportunity:theme_fact:china_reopen_stimulus:narra opportunity:theme_fact:china_reopen_stimulus:narrative:2026-04-19...
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NULL
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2026-04-19T00:02:07.806270+00:00
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249744
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evt_17510a1744bf
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
|
{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+00:00","entity_id":"theme:china_reopen_stimulus","field":"member_tickers","value":["BABA","JD","KWEB","FXI","MCHI","PDD","NTES"]}...
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NULL
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0.0
|
opportunity:theme_fact:china_reopen_stimulus:membe opportunity:theme_fact:china_reopen_stimulus:member_tickers:2026-04-19...
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NULL
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2026-04-19T00:02:07.814477+00:00
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249745
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evt_d441936a6bfe
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
|
{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+00:00","entity_id":"theme:china_reopen_stimulus","field":"catalysts_14d","value":[]}...
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NULL
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0.0
|
opportunity:theme_fact:china_reopen_stimulus:catal opportunity:theme_fact:china_reopen_stimulus:catalysts_14d:2026-04-19...
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NULL
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2026-04-19T00:02:07.820667+00:00
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249746
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evt_61447e9d1f4b
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
|
{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+00:00","entity_id":"theme:us_homebuilders_rates","field":"heat_score","value":{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"components_passing":0,"direction":"neutral","emergent":false,"history":[{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-16","direction":"neutral","score":0.0},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.4566},"d":"2026-04-17","direction":"down","score":0.0913},{"components":{"news":0.0,"pa":0.0429,"sm":0.0,"ta":0.4649},"d":"2026-04-18","direction":"mixed","score":0.1058},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-19","direction":"neutral","score":0.0}],"score":0.0,"updated_at":"2026-04-19T00:01:57.899937+00:00"}}...
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NULL
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0.0
|
opportunity:theme_fact:us_homebuilders_rates:heat_ opportunity:theme_fact:us_homebuilders_rates:heat_score:2026-04-19...
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NULL
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2026-04-19T00:02:07.831828+00:00
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249747
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evt_656c3c50d3c7
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
|
{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+00:00","entity_id":"theme:us_homebuilders_rates","field":"hot","value":{"as_of":"2026-04-19T00:01:57.899937+00:00","components_passing":0,"is_hot":false}}...
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NULL
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0.0
|
opportunity:theme_fact:us_homebuilders_rates:hot:2 opportunity:theme_fact:us_homebuilders_rates:hot:2026-04-19...
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NULL
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2026-04-19T00:02:07.839054+00:00
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249748
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evt_ac31b5725910
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+00:00","entity_id":"theme:us_homebuilders_rates","field":"narrative","value":{"oneliner":"US homebuilders / rates \u2014 tracking \u2014 mixed","updated_at":"2026-04-19T00:01:57.899937+00:00"}}...
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NULL
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0.0
|
opportunity:theme_fact:us_homebuilders_rates:narra opportunity:theme_fact:us_homebuilders_rates:narrative:2026-04-19...
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NULL
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2026-04-19T00:02:07.845691+00:00
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249749
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evt_b1647284434e
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
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{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+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
|
opportunity:theme_fact:us_homebuilders_rates:membe opportunity:theme_fact:us_homebuilders_rates:member_tickers:2026-04-19...
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NULL
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2026-04-19T00:02:07.852395+00:00
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249750
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evt_a1f485ccfae7
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
|
{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+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)"},{"at":"2026-04-22T00:00:00Z","family":"catalyst","label":"NVR earnings on 2026-04-22 (bmo)"},{"at":"2026-04-22T00:00:00Z","family":"catalyst","label":"MTH earnings on 2026-04-22 (amc)"}]}...
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NULL
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0.0
|
opportunity:theme_fact:us_homebuilders_rates:catal opportunity:theme_fact:us_homebuilders_rates:catalysts_14d:2026-04-19...
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NULL
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2026-04-19T00:02:07.860140+00:00
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249751
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evt_51c569ab4476
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
|
{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+00:00","entity_id":"theme:data_center_power","field":"heat_score","value":{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"components_passing":0,"direction":"neutral","emergent":false,"history":[{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-16","direction":"neutral","score":0.0},{"components":{"news":0.0,"pa":0.0429,"sm":0.1121,"ta":0.0},"d":"2026-04-17","direction":"neutral","score":0.0353},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-18","direction":"neutral","score":0.0},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-19","direction":"neutral","score":0.0}],"score":0.0,"updated_at":"2026-04-19T00:01:57.899937+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:2026-04-19...
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NULL
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2026-04-19T00:02:07.871479+00:00
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249752
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evt_b17a189b6744
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
|
{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+00:00","entity_id":"theme:data_center_power","field":"hot","value":{"as_of":"2026-04-19T00:01:57.899937+00:00","components_passing":0,"is_hot":false}}...
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NULL
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0.0
|
opportunity:theme_fact:data_center_power:hot:2026- opportunity:theme_fact:data_center_power:hot:2026-04-19...
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NULL
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2026-04-19T00:02:07.878020+00:00
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249753
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evt_b3ae5e96ebfe
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
|
{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+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":"2026-04-19T00:01:57.899937+00:00"}}...
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NULL
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0.0
|
opportunity:theme_fact:data_center_power:narrative opportunity:theme_fact:data_center_power:narrative:2026-04-19...
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NULL
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2026-04-19T00:02:07.884764+00:00
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249754
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evt_a8350b77e581
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
|
{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+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
|
opportunity:theme_fact:data_center_power:member_ti opportunity:theme_fact:data_center_power:member_tickers:2026-04-19...
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NULL
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2026-04-19T00:02:07.891359+00:00
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249755
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evt_335131cda538
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fact_upsert
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2026-04-19T00:01:57.899937+00:00
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opportunity_theme_engine
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[]
|
{"as_of":"2026-04-19T00:01:57.899937+0 {"as_of":"2026-04-19T00:01:57.899937+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
|
opportunity:theme_fact:data_center_power:catalysts opportunity:theme_fact:data_center_power:catalysts_14d:2026-04-19...
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NULL
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2026-04-19T00:02:07.900134+00:00
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249756
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evt_37480657d9e7
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opportunity_drop_decision
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2026-04-19T00:02:07.913559+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-19T00:02:07.913506+00:0 {"at":"2026-04-19T00:02:07.913506+00:00","entity_key":"equity:KDP","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_44589997fc0f","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-19T00:02:07.913563+00:00
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249757
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evt_b161c5f55ccc
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opportunity_drop_decision
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2026-04-19T00:02:07.921534+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-19T00:02:07.921473+00:0 {"at":"2026-04-19T00:02:07.921473+00:00","entity_key":"equity:IRDM","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_44589997fc0f","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-19T00:02:07.921540+00:00
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Edit
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249758
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evt_63afe145c0d0
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opportunity_drop_decision
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2026-04-19T00:02:07.929184+00:00
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opportunity_daemon
|
[]
|
{"at":"2026-04-19T00:02:07.929135+00:0 {"at":"2026-04-19T00:02:07.929135+00:00","entity_key":"equity:INTC","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_44589997fc0f","where":"theme_universe_gate"}...
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NULL
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0.0
|
NULL
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NULL
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2026-04-19T00:02:07.929187+00:00
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249759
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evt_98b12c9493b1
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opportunity_drop_decision
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2026-04-19T00:02:07.936566+00:00
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opportunity_daemon
|
[]
|
{"at":"2026-04-19T00:02:07.936525+00:0 {"at":"2026-04-19T00:02:07.936525+00:00","entity_key":"equity:IBCP","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_44589997fc0f","where":"theme_universe_gate"}...
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NULL
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0.0
|
NULL
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NULL
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2026-04-19T00:02:07.936569+00:00
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249760
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evt_5507a555d5c3
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opportunity_drop_decision
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2026-04-19T00:02:07.943521+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-19T00:02:07.943487+00:0 {"at":"2026-04-19T00:02:07.943487+00:00","entity_key":"equity:HZO","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_44589997fc0f","where":"theme_universe_gate"}...
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NULL
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0.0
|
NULL
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NULL
|
2026-04-19T00:02:07.943525+00:00
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