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BRUN | CIFR | CRWV | IREN | NBIS | |
|---|---|---|---|---|---|
| BRUN | · | - | - | - | - |
| CIFR | - | · | 0.42 | 0.77 | 0.49 |
| CRWV | - | 0.42 | · | 0.47 | 0.65 |
| IREN | - | 0.77 | 0.47 | · | 0.52 |
| NBIS | - | 0.49 | 0.65 | 0.52 | · |
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.