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CIFR | CRWV | IREN | NBIS | |
|---|---|---|---|---|
| CIFR | · | 0.41 | 0.76 | 0.48 |
| CRWV | 0.41 | · | 0.45 | 0.54 |
| IREN | 0.76 | 0.45 | · | 0.54 |
| NBIS |
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.
| 0.48 |
| 0.54 |
| 0.54 |
| · |