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CRWD | PLTR | SNOW | ZETA | |
|---|---|---|---|---|
| CRWD | · | 0.42 | 0.62 | 0.36 |
| PLTR | 0.42 | · | 0.35 | 0.35 |
| SNOW | 0.62 | 0.35 | · | 0.34 |
| ZETA | 0.36 | 0.35 | 0.34 | · |
Themes are editorial groupings — narrative buckets used for technical screens. They exist alongside bubbles, 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.