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CRWD | IBM | PLTR | SNOW | ZETA | |
|---|---|---|---|---|---|
| CRWD | · | 0.36 | 0.46 | 0.58 | 0.40 |
| IBM | 0.36 | · | 0.28 | 0.32 | 0.41 |
| PLTR | 0.46 | 0.28 |
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.
| · |
| 0.42 |
| 0.41 |
| SNOW | 0.58 | 0.32 | 0.42 | · | 0.35 |
| ZETA | 0.40 | 0.41 | 0.41 | 0.35 | · |