| Core Theme |
Trigger Words / Phrases |
Time Horizon |
Weight |
Typical Impact |
Long Idea |
Warning / Short Idea |
Important Combinations |
| Artificial Intelligence & Semiconductors |
best ai and technology stocks, chipmaker shares extending declines, competition fears growing, earnings per share upside surprise, revenue estimates upward revisions, robinhood flash buy signals, second-quarter earnings season, trading at a discount, upcoming wave of takeovers |
Medium-term |
Very High |
Growth in AI infrastructure and compute demand. |
Semiconductors, AI infrastructure, Server manufacturers |
AI hype companies without substance |
Cloud, Data Centers, Power Demand |
| Macroeconomics & Central Banks |
community bank definition debate, disinflationary relief, escalating energy war, frothy market environment, magnificent seven growth stocks, monetary policy tightening, unstoppable vanguard etf |
Short & Medium-term |
High |
Rates, inflation or recession fears affect all risk assets. |
Gold, Utilities, Healthcare, Defensive sectors |
Real Estate, Growth Tech, Highly leveraged companies |
All other themes |
| Energy & Commodities |
community bank definition debate, disinflationary relief, frothy market environment, monetary policy tightening, unstoppable vanguard etf |
Short-term |
High |
Commodity price pressure and possible supply shock. |
Oil & Gas producers, Uranium miners, Copper/Lithium miners |
Chemicals, Steel, Automotive, Airlines |
Geopolitics, Supply Chain |
| Other / Emerging Themes |
announced stock split, razor-thin margins, securities firms predict, stock market volatility |
Unknown |
Medium |
Emerging theme requiring verification. |
Needs review |
Needs review |
Unknown |
| Geopolitics & Conflicts |
chipmaker shares extending declines, escalating energy war |
Short & Medium-term |
High |
Rising geopolitical risks and uncertainty. |
Oil, Gold, Defense, Military Technology |
Airlines, Travel, Shipping, Luxury Goods |
Energy, Defense, Supply Chain |
| Defense & Military Technology |
frothy market environment |
Medium-term |
High |
Higher military spending and security demand. |
Defense companies, Drone manufacturers, Cybersecurity |
Companies exposed to conflict regions |
Geopolitics |