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Server CPUs, packaging and ARM-based silicon - the non-GPU compute layer.
AMD | AMKR | ARM | INTC | |
|---|---|---|---|---|
| AMD | · | 0.50 | 0.53 | 0.47 |
| AMKR | 0.50 | · | 0.47 | 0.51 |
| ARM | 0.53 | 0.47 | · | 0.37 |
| INTC | 0.47 |
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.
| 0.51 |
| 0.37 |
| · |