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Power conversion and management silicon - the unloved bottleneck of the AI buildout.
MPWR | NVTS | ON | VICR | |
|---|---|---|---|---|
| MPWR | · | 0.49 | 0.64 | 0.50 |
| NVTS | 0.49 | · | 0.46 | 0.39 |
| ON | 0.64 | 0.46 | · | 0.43 |
| VICR | 0.50 |
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.
| 0.39 |
| 0.43 |
| · |