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Rare-earth and strategic materials supply chain - the substrate of defense and AI hardware.
Near-monopoly on production-grade T-Glass - a genuine critical-material chokepoint for AI accelerator supply chains.
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.