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Power conversion and management silicon — the unloved bottleneck of the AI buildout.
MPWR | NVTS | ON | VICR | |
|---|---|---|---|---|
| MPWR | · | 0.24 | 0.59 | 0.48 |
| NVTS | 0.24 | · | 0.19 | 0.18 |
| ON | 0.59 | 0.19 | · | 0.34 |
| VICR | 0.48 |
Themes are editorial groupings — narrative buckets used for technical screens. They exist alongside , which are validated empirically by capital-flow co-movement.
When a theme's avg correlation is high, the editorial story is also tradeable as a bloc. When it's low, the narrative groups stocks that don't actually move together — useful for thinking, less useful for trading.
| 0.18 |
| 0.34 |
| · |