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Robotics, autonomy, manipulators - AI in the physical world.
AMZN | GOOGL | ISRG | OUST | SYM | TSLA | |
|---|---|---|---|---|---|---|
| AMZN | · | 0.43 | 0.18 | 0.27 | 0.23 | 0.29 |
| GOOGL | 0.43 | · | 0.17 | 0.17 | 0.23 |
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.
| 0.31 |
| ISRG | 0.18 | 0.17 | · | 0.10 | 0.08 | 0.18 |
| OUST | 0.27 | 0.17 | 0.10 | · | 0.33 | 0.29 |
| SYM | 0.23 | 0.23 | 0.08 | 0.33 | · | 0.27 |
| TSLA | 0.29 | 0.31 | 0.18 | 0.29 | 0.27 | · |