This issue is the operator-facing notification for the shadow signal run.
AIAuditBridge should post its review result here and may open a focused PR
only for schema-valid shadow artifacts.
Use this point-in-time context bundle as the primary evidence for the shadow signal review.
{
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"data_quality": {
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"synthetic": false,
"warnings": []
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"ai_mode": "shadow",
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},
"generated_at": "2026-09-01T07:55:17.558520Z",
"horizon": "1-3 years",
"notes": [
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"This bundle is evidence for AI review, not a trading instruction.",
"Historical AI judgments must come from saved artifacts, not regenerated prompts."
],
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"schema_version": "1",
"theme_context": {
"anti_overfit_policy": {
"ai_output_remains_shadow_only": true,
"recent_heat_does_not_change_membership": true,
"theme_bias_requires_point_in_time_artifact": true,
"theme_membership_is_static_research_context": true
},
"coverage": {
"covered_symbol_count": 40,
"missing_symbols": [],
"requested_symbol_count": 40
},
"symbol_theme_exposure": {
"AMD": [
"ai_compute",
"foundry_semicap"
],
"AMZN": [
"ai_compute",
"consumer_platforms"
],
"AVGO": [
"ai_compute",
"foundry_semicap"
],
"BIL": [
"financial_market_infrastructure"
],
"BOXX": [
"financial_market_infrastructure"
],
"COIN": [
"crypto_infrastructure",
"financial_market_infrastructure"
],
"CRWD": [
"cybersecurity"
],
"CVX": [
"energy_security"
],
"DELL": [
"ai_server_infrastructure",
"ai_compute"
],
"DIA": [
"industrial_automation",
"financial_market_infrastructure"
],
"GOOGL": [
"ai_compute",
"consumer_platforms"
],
"INTC": [
"foundry_semicap",
"ai_compute"
],
"IWM": [
"industrial_automation",
"financial_market_infrastructure"
],
"JPM": [
"financial_market_infrastructure"
],
"LMT": [
"defense_aerospace"
],
"META": [
"ai_compute",
"consumer_platforms"
],
"MSFT": [
"ai_compute",
"cybersecurity"
],
"MSTR": [
"crypto_infrastructure"
],
"MU": [
"hbm_memory",
"ai_compute"
],
"NEE": [
"data_center_power",
"clean_energy_grid"
],
"NOC": [
"defense_aerospace"
],
"NVDA": [
"ai_compute"
],
"PANW": [
"cybersecurity"
],
"QQQ": [
"ai_compute",
"consumer_platforms",
"cybersecurity"
],
"RTX": [
"defense_aerospace"
],
"SMCI": [
"ai_server_infrastructure",
"data_center_power"
],
"SOXX": [
"ai_compute",
"hbm_memory",
"foundry_semicap"
],
"SPY": [
"financial_market_infrastructure"
],
"TQQQ": [
"ai_compute",
"consumer_platforms"
],
"TSLA": [
"automobility_ev",
"ai_compute",
"data_center_power"
],
"TSM": [
"foundry_semicap",
"ai_compute"
],
"UNH": [
"healthcare_policy"
],
"VRT": [
"data_center_power",
"ai_server_infrastructure"
],
"XLE": [
"energy_security"
],
"XLF": [
"financial_market_infrastructure"
],
"XLI": [
"industrial_automation",
"defense_aerospace"
],
"XLK": [
"ai_compute",
"cybersecurity",
"consumer_platforms"
],
"XLU": [
"data_center_power",
"clean_energy_grid"
],
"XLV": [
"healthcare_policy"
],
"XOM": [
"energy_security"
]
},
"symbol_theme_metadata": {
"AMD": {
"exposure_confidence": "high",
"rationale": "AI accelerators and CPU/GPU data-center exposure."
},
"AMZN": {
"exposure_confidence": "high",
"rationale": "AWS AI infrastructure plus e-commerce and advertising platform exposure."
},
"AVGO": {
"exposure_confidence": "high",
"rationale": "Custom AI ASICs"
},
"BIL": {
"exposure_confidence": "medium",
"rationale": "Cash-like short Treasury ETF used as defensive baseline."
},
"BOXX": {
"exposure_confidence": "medium",
"rationale": "Cash-like Treasury-box exposure used as defensive baseline."
},
"COIN": {
"exposure_confidence": "high",
"rationale": "Crypto exchange and digital-asset market-structure exposure."
},
"CRWD": {
"exposure_confidence": "high",
"rationale": "Endpoint and cloud cybersecurity exposure."
},
"CVX": {
"exposure_confidence": "high",
"rationale": "Integrated oil and gas energy-security exposure."
},
"DELL": {
"exposure_confidence": "high",
"rationale": "AI server"
},
"DIA": {
"exposure_confidence": "low",
"rationale": "Blue-chip industrial and financial context benchmark."
},
"GOOGL": {
"exposure_confidence": "high",
"rationale": "Cloud AI"
},
"INTC": {
"exposure_confidence": "high",
"rationale": "Domestic foundry"
},
"IWM": {
"exposure_confidence": "low",
"rationale": "Small-cap benchmark for domestic cyclicality context."
},
"JPM": {
"exposure_confidence": "high",
"rationale": "Systemic bank"
},
"LMT": {
"exposure_confidence": "high",
"rationale": "Defense prime and government procurement exposure."
},
"META": {
"exposure_confidence": "high",
"rationale": "AI infrastructure"
},
"MSFT": {
"exposure_confidence": "high",
"rationale": "Cloud AI"
},
"MSTR": {
"exposure_confidence": "high",
"rationale": "Bitcoin treasury and digital-asset beta exposure."
},
"MU": {
"exposure_confidence": "high",
"rationale": "HBM"
},
"NEE": {
"exposure_confidence": "high",
"rationale": "Utility"
},
"NOC": {
"exposure_confidence": "high",
"rationale": "Defense prime and aerospace systems exposure."
},
"NVDA": {
"exposure_confidence": "high",
"rationale": "AI accelerator and platform ecosystem exposure."
},
"PANW": {
"exposure_confidence": "high",
"rationale": "Network and cloud cybersecurity exposure."
},
"QQQ": {
"exposure_confidence": "medium",
"rationale": "Growth benchmark with large technology and platform concentration."
},
"RTX": {
"exposure_confidence": "high",
"rationale": "Defense and aerospace procurement exposure."
},
"SMCI": {
"exposure_confidence": "high",
"rationale": "AI server and rack-scale infrastructure exposure."
},
"SOXX": {
"exposure_confidence": "medium",
"rationale": "Semiconductor ETF used as sector benchmark."
},
"SPY": {
"exposure_confidence": "medium",
"rationale": "Broad US equity benchmark used as market baseline."
},
"TQQQ": {
"exposure_confidence": "low",
"rationale": "Leveraged growth proxy; use for regime context only."
},
"TSLA": {
"exposure_confidence": "medium",
"rationale": "EV"
},
"TSM": {
"exposure_confidence": "high",
"rationale": "Leading-edge foundry and AI supply-chain exposure."
},
"UNH": {
"exposure_confidence": "high",
"rationale": "Managed care and healthcare policy exposure."
},
"VRT": {
"exposure_confidence": "high",
"rationale": "Data-center power and cooling infrastructure exposure."
},
"XLE": {
"exposure_confidence": "medium",
"rationale": "Energy sector ETF benchmark."
},
"XLF": {
"exposure_confidence": "medium",
"rationale": "Financial sector ETF benchmark."
},
"XLI": {
"exposure_confidence": "medium",
"rationale": "Industrial sector ETF benchmark."
},
"XLK": {
"exposure_confidence": "medium",
"rationale": "Technology sector ETF benchmark."
},
"XLU": {
"exposure_confidence": "medium",
"rationale": "Utility sector ETF benchmark."
},
"XLV": {
"exposure_confidence": "medium",
"rationale": "Healthcare sector ETF benchmark."
},
"XOM": {
"exposure_confidence": "high",
"rationale": "Integrated oil and gas energy-security exposure."
}
},
"taxonomy_version": "2026-05-31-core-themes-v1",
"themes": {
"ai_compute": {
"description": "Accelerators, cloud AI platforms, model serving, and enterprise AI infrastructure demand.",
"horizon": "1-3 years",
"name": "AI compute platforms",
"sector": "technology",
"source_policy": "Require issuer filings, IR releases, hyperscaler capex evidence, or durable industry data before recommendation escalation."
},
"ai_server_infrastructure": {
"description": "AI servers, racks, thermal design, storage, networking, and enterprise AI capex.",
"horizon": "6-24 months",
"name": "AI server and data-center hardware",
"sector": "technology",
"source_policy": "Require issuer releases, filings, customer demand evidence, or confirmed procurement data."
},
"automobility_ev": {
"description": "EVs, autonomy, batteries, tariffs, domestic manufacturing, and auto credit cycle.",
"horizon": "1-3 years",
"name": "Automobility and EV transition",
"sector": "consumer_discretionary",
"source_policy": "Require issuer filings, regulator safety data, tariff policy, official incentives, or durable delivery data."
},
"clean_energy_grid": {
"description": "Solar, grid equipment, storage, interconnection, and electricity demand transition.",
"horizon": "1-3 years",
"name": "Clean energy and grid transition",
"sector": "utilities",
"source_policy": "Require DOE/FERC/state regulator documents, issuer filings, or project-level evidence."
},
"consumer_platforms": {
"description": "Ads, app ecosystems, gaming, social platforms, e-commerce, and consumer demand.",
"horizon": "6-24 months",
"name": "Consumer platforms and ads",
"sector": "communication_services",
"source_policy": "Require issuer filings, platform policy evidence, app-store disclosures, or durable ad-market data."
},
"crypto_infrastructure": {
"description": "Crypto exchanges, treasury exposure, ETFs, market structure, and digital-asset regulatory regime.",
"horizon": "3-18 months",
"name": "Crypto infrastructure and digital assets",
"sector": "financials",
"source_policy": "Require SEC/CFTC/Treasury materials, issuer filings, exchange disclosures, or durable market data."
},
"cybersecurity": {
"description": "Cloud security, endpoint, identity, network defense, and government cyber policy demand.",
"horizon": "1-3 years",
"name": "Enterprise cybersecurity",
"sector": "technology",
"source_policy": "Require issuer filings, contract disclosures, government cybersecurity policy, or primary procurement evidence."
},
"data_center_power": {
"description": "Power generation, grid capacity, cooling, nuclear, and utility exposure to data-center load growth.",
"horizon": "1-3 years",
"name": "Data-center power and cooling",
"sector": "utilities",
"source_policy": "Require utility filings, regulator materials, power purchase agreements, issuer releases, or official project data."
},
"defense_aerospace": {
"description": "Defense procurement, aerospace backlog, drones, missiles, satellites, and geopolitical spending.",
"horizon": "1-3 years",
"name": "Defense and aerospace",
"sector": "industrials",
"source_policy": "Require DoD/agency awards, issuer backlog disclosures, budget documents, or official procurement records."
},
"energy_security": {
"description": "Oil, gas, LNG, refining, sanctions, energy security, and geopolitical supply constraints.",
"horizon": "6-24 months",
"name": "Energy security and hydrocarbons",
"sector": "energy",
"source_policy": "Require EIA/DOE/Treasury materials, issuer filings, official sanctions, or durable commodity context."
},
"financial_market_infrastructure": {
"description": "Banks, brokers, exchanges, crypto-linked market access, rate sensitivity, and capital markets activity.",
"horizon": "6-24 months",
"name": "Financial and market infrastructure",
"sector": "financials",
"source_policy": "Require regulatory filings, bank disclosures, market-structure rules, or durable volume and spread data."
},
"foundry_semicap": {
"description": "Foundry capacity, semiconductor equipment, export controls, CHIPS Act, and reshoring policy.",
"horizon": "1-3 years",
"name": "Foundry and semiconductor policy",
"sector": "technology",
"source_policy": "Require SEC filings, government policy documents, grants, export-control notices, or issuer materials."
},
"hbm_memory": {
"description": "HBM, DRAM, NAND, and memory-cycle supply demand linked to AI and data-center buildout.",
"horizon": "6-24 months",
"name": "HBM and memory cycle",
"sector": "technology",
"source_policy": "Prefer issuer filings, earnings transcripts, capex plans, and supply-chain primary evidence."
},
"healthcare_policy": {
"description": "Managed care, reimbursement, drug policy, hospital utilization, and election/regulatory health policy.",
"horizon": "6-24 months",
"name": "Healthcare policy and managed care",
"sector": "healthcare",
"source_policy": "Require CMS/HHS documents, SEC filings, issuer releases, or official policy evidence."
},
"industrial_automation": {
"description": "Factory automation, aerospace supply chain, electrification equipment, and reshoring capex.",
"horizon": "1-3 years",
"name": "Industrial automation and reshoring",
"sector": "industrials",
"source_policy": "Require issuer backlog/capex evidence, government manufacturing policy, or official project data."
}
}
},
"universe": [
"SPY",
"QQQ",
"SOXX",
"TQQQ",
"BIL",
"BOXX",
"IWM",
"DIA",
"XLF",
"XLV",
"XLE",
"XLI",
"XLU",
"XLK",
"NVDA",
"AMD",
"AVGO",
"TSM",
"MU",
"INTC",
"DELL",
"SMCI",
"VRT",
"MSFT",
"GOOGL",
"AMZN",
"META",
"CRWD",
"PANW",
"LMT",
"RTX",
"NOC",
"CVX",
"XOM",
"JPM",
"UNH",
"NEE",
"TSLA",
"COIN",
"MSTR"
]
}Do not infer historical AI signals that were not generated point-in-time.
Long-Horizon Shadow Signal Request
2026-08-31mainQuantStrategyLab/AIAuditBridgecodexshadowdata/output/latest_signal.jsondata/output/signal_history/YYYY-MM-DD.jsonwhen evidence is sufficientOperator Notification
This issue is the operator-facing notification for the shadow signal run.
AIAuditBridge should post its review result here and may open a focused PR
only for schema-valid shadow artifacts.
Boundaries
Context Bundle
Use this point-in-time context bundle as the primary evidence for the shadow signal review.
{ "as_of": "2026-08-31", "data_quality": { "source": "yahoo_chart_or_operator_price_csv", "synthetic": false, "warnings": [] }, "existing_strategy_context": { "ai_may_place_orders": false, "ai_mode": "shadow", "downstream_policy_required": true }, "generated_at": "2026-09-01T07:55:17.558520Z", "horizon": "1-3 years", "notes": [ "Point-in-time context bundle for shadow research only.", "This bundle is evidence for AI review, not a trading instruction.", "Historical AI judgments must come from saved artifacts, not regenerated prompts." ], "price_context": { "AMD": { "as_of": "2026-08-31", "drawdown_63d": -0.189685, "latest_close": 470.720001, "observations": 290, "realized_vol_21d": 0.54968, "returns": { "126d": 1.369953, "21d": -0.011404, "252d": 1.792265, "5d": 0.030586, "63d": -0.077255 }, "sma": { "200d": 336.7168, "50d": 504.742401 }, "trend": "above_200d", "volatility": "high" }, "AMZN": { "as_of": "2026-08-31", "drawdown_63d": -0.085381, "latest_close": 259.769989, "observations": 290, "realized_vol_21d": 0.31435, "returns": { "126d": 0.246557, "21d": -0.043486, "252d": 0.121632, "5d": -0.008776, "63d": -0.005703 }, "sma": { "200d": 238.733, "50d": 251.966799 }, "trend": "above_200d", "volatility": "elevated" }, "AVGO": { "as_of": "2026-08-31", "drawdown_63d": -0.229757, "latest_close": 370.339996, "observations": 290, "realized_vol_21d": 0.430515, "returns": { "126d": 0.165875, "21d": -0.048654, "252d": 0.208662, "5d": 0.032278, "63d": -0.193586 }, "sma": { "200d": 368.633311, "50d": 385.2872 }, "trend": "above_200d", "volatility": "high" }, "BIL": { "as_of": "2026-08-31", "drawdown_63d": 0.0, "latest_close": 91.660004, "observations": 290, "realized_vol_21d": 0.001609, "returns": { "126d": 0.017792, "21d": 0.002768, "252d": 0.037538, "5d": 0.000546, "63d": 0.00879 }, "sma": { "200d": 90.3876, "50d": 91.353881 }, "trend": "above_200d", "volatility": "normal" }, "BOXX": { "as_of": "2026-08-31", "drawdown_63d": 0.0, "latest_close": 118.07, "observations": 290, "realized_vol_21d": 0.003037, "returns": { "126d": 0.019251, "21d": 0.003144, "252d": 0.040998, "5d": 0.001187, "63d": 0.009922 }, "sma": { "200d": 116.2492, "50d": 117.575199 }, "trend": "above_200d", "volatility": "normal" }, "COIN": { "as_of": "2026-08-31", "drawdown_63d": -0.013633, "latest_close": 188.119995, "observations": 290, "realized_vol_21d": 0.715849, "returns": { "126d": 0.015547, "21d": 0.286203, "252d": -0.390151, "5d": 0.048139, "63d": 0.030174 }, "sma": { "200d": 194.79035, "50d": 160.877999 }, "trend": "below_200d", "volatility": "high" }, "CRWD": { "as_of": "2026-08-31", "drawdown_63d": 0.0, "latest_close": 231.0, "observations": 290, "realized_vol_21d": 0.895272, "returns": { "126d": 1.400873, "21d": 0.210311, "252d": 1.090498, "5d": 0.211454, "63d": 0.181329 }, "sma": { "200d": 140.935512, "50d": 197.422549 }, "trend": "above_200d", "volatility": "high" }, "CVX": { "as_of": "2026-08-31", "drawdown_63d": 0.0, "latest_close": 206.139999, "observations": 290, "realized_vol_21d": 0.249237, "returns": { "126d": 0.10677, "21d": 0.05644, "252d": 0.344859, "5d": 0.015018, "63d": 0.118974 }, "sma": { "200d": 177.001656, "50d": 186.880882 }, "trend": "above_200d", "volatility": "elevated" }, "DELL": { "as_of": "2026-08-31", "drawdown_63d": -0.077855, "latest_close": 456.01001, "observations": 290, "realized_vol_21d": 0.680146, "returns": { "126d": 1.983893, "21d": 0.124923, "252d": 2.445139, "5d": 0.052679, "63d": -0.019737 }, "sma": { "200d": 245.66547, "50d": 433.821689 }, "trend": "above_200d", "volatility": "high" }, "DIA": { "as_of": "2026-08-31", "drawdown_63d": -0.019895, "latest_close": 531.570007, "observations": 289, "realized_vol_21d": 0.110012, "returns": { "126d": 0.093185, "21d": 0.020135, "252d": 0.183498, "5d": -0.001221, "63d": 0.044704 }, "sma": { "200d": 494.525275, "50d": 526.91723 }, "trend": "above_200d", "volatility": "normal" }, "GOOGL": { "as_of": "2026-08-31", "drawdown_63d": -0.101417, "latest_close": 339.350006, "observations": 290, "realized_vol_21d": 0.303216, "returns": { "126d": 0.108547, "21d": -0.047118, "252d": 0.608005, "5d": -0.025024, "63d": -0.097822 }, "sma": { "200d": 334.567999, "50d": 349.203999 }, "trend": "above_200d", "volatility": "elevated" }, "INTC": { "as_of": "2026-08-31", "drawdown_63d": -0.364907, "latest_close": 89.510002, "observations": 290, "realized_vol_21d": 0.584182, "returns": { "126d": 0.967253, "21d": -0.00765, "252d": 2.590453, "5d": 0.025785, "63d": -0.181286 }, "sma": { "200d": 73.04265, "50d": 104.0318 }, "trend": "above_200d", "volatility": "high" }, "IWM": { "as_of": "2026-08-31", "drawdown_63d": -0.036579, "latest_close": 293.929993, "observations": 289, "realized_vol_21d": 0.152593, "returns": { "126d": 0.129081, "21d": 0.00458, "252d": 0.258722, "5d": -0.020103, "63d": 0.014458 }, "sma": { "200d": 270.551305, "50d": 297.2772 }, "trend": "above_200d", "volatility": "normal" }, "JPM": { "as_of": "2026-08-31", "drawdown_63d": -0.025084, "latest_close": 356.019989, "observations": 289, "realized_vol_21d": 0.129546, "returns": { "126d": 0.196983, "21d": 0.014736, "252d": 0.212346, "5d": 0.012629, "63d": 0.194828 }, "sma": { "200d": 315.014698, "50d": 346.876377 }, "trend": "above_200d", "volatility": "normal" }, "LMT": { "as_of": "2026-08-31", "drawdown_63d": -0.077956, "latest_close": 561.22998, "observations": 289, "realized_vol_21d": 0.273333, "returns": { "126d": -0.137064, "21d": -0.022435, "252d": 0.268218, "5d": -0.004152, "63d": 0.064953 }, "sma": { "200d": 551.15051, "50d": 551.063799 }, "trend": "mixed", "volatility": "elevated" }, "META": { "as_of": "2026-08-31", "drawdown_63d": -0.159942, "latest_close": 572.340027, "observations": 290, "realized_vol_21d": 0.356406, "returns": { "126d": -0.122711, "21d": 0.028076, "252d": -0.23551, "5d": 0.023827, "63d": -0.045963 }, "sma": { "200d": 621.732804, "50d": 592.046595 }, "trend": "below_200d", "volatility": "high" }, "MSFT": { "as_of": "2026-08-31", "drawdown_63d": -0.012151, "latest_close": 507.290009, "observations": 290, "realized_vol_21d": 0.266838, "returns": { "126d": 0.277997, "21d": 0.093659, "252d": 0.003579, "5d": 0.041001, "63d": 0.103633 }, "sma": { "200d": 429.412199, "50d": 432.545434 }, "trend": "above_200d", "volatility": "elevated" }, "MSTR": { "as_of": "2026-08-31", "drawdown_63d": -0.03246, "latest_close": 132.940002, "observations": 290, "realized_vol_21d": 0.821138, "returns": { "126d": -0.034217, "21d": 0.425172, "252d": -0.607661, "5d": 0.084074, "63d": -0.112432 }, "sma": { "200d": 140.54935, "50d": 100.6432 }, "trend": "below_200d", "volatility": "high" }, "MU": { "as_of": "2026-08-31", "drawdown_63d": -0.209864, "latest_close": 958.72998, "observations": 290, "realized_vol_21d": 0.538856, "returns": { "126d": 1.32457, "21d": 0.164878, "252d": 6.871056, "5d": 0.053052, "63d": -0.073996 }, "sma": { "200d": 591.867645, "50d": 951.467958 }, "trend": "above_200d", "volatility": "high" }, "NEE": { "as_of": "2026-08-31", "drawdown_63d": -0.076075, "latest_close": 82.339996, "observations": 289, "realized_vol_21d": 0.122587, "returns": { "126d": -0.108811, "21d": -0.056532, "252d": 0.15525, "5d": -0.008258, "63d": -0.039572 }, "sma": { "200d": 86.528635, "50d": 86.301407 }, "trend": "below_200d", "volatility": "normal" }, "NOC": { "as_of": "2026-08-31", "drawdown_63d": -0.083919, "latest_close": 539.700012, "observations": 289, "realized_vol_21d": 0.261484, "returns": { "126d": -0.25167, "21d": 0.009068, "252d": -0.065543, "5d": -0.020562, "63d": -0.038328 }, "sma": { "200d": 600.979223, "50d": 541.735999 }, "trend": "below_200d", "volatility": "elevated" }, "NVDA": { "as_of": "2026-08-31", "drawdown_63d": -0.031582, "latest_close": 220.779999, "observations": 290, "realized_vol_21d": 0.459435, "returns": { "126d": 0.211362, "21d": 0.099776, "252d": 0.22703, "5d": 0.058998, "63d": -0.01481 }, "sma": { "200d": 195.804446, "50d": 208.621799 }, "trend": "above_200d", "volatility": "high" }, "PANW": { "as_of": 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"trend": "above_200d", "volatility": "elevated" } }, "schema_version": "1", "theme_context": { "anti_overfit_policy": { "ai_output_remains_shadow_only": true, "recent_heat_does_not_change_membership": true, "theme_bias_requires_point_in_time_artifact": true, "theme_membership_is_static_research_context": true }, "coverage": { "covered_symbol_count": 40, "missing_symbols": [], "requested_symbol_count": 40 }, "symbol_theme_exposure": { "AMD": [ "ai_compute", "foundry_semicap" ], "AMZN": [ "ai_compute", "consumer_platforms" ], "AVGO": [ "ai_compute", "foundry_semicap" ], "BIL": [ "financial_market_infrastructure" ], "BOXX": [ "financial_market_infrastructure" ], "COIN": [ "crypto_infrastructure", "financial_market_infrastructure" ], "CRWD": [ "cybersecurity" ], "CVX": [ "energy_security" ], "DELL": [ "ai_server_infrastructure", "ai_compute" ], "DIA": [ "industrial_automation", "financial_market_infrastructure" ], "GOOGL": [ "ai_compute", "consumer_platforms" ], "INTC": [ "foundry_semicap", "ai_compute" ], "IWM": [ "industrial_automation", "financial_market_infrastructure" ], "JPM": [ "financial_market_infrastructure" ], "LMT": [ "defense_aerospace" ], "META": [ "ai_compute", "consumer_platforms" ], "MSFT": [ "ai_compute", "cybersecurity" ], "MSTR": [ "crypto_infrastructure" ], "MU": [ "hbm_memory", "ai_compute" ], "NEE": [ "data_center_power", "clean_energy_grid" ], "NOC": [ "defense_aerospace" ], "NVDA": [ "ai_compute" ], "PANW": [ "cybersecurity" ], "QQQ": [ "ai_compute", "consumer_platforms", "cybersecurity" ], "RTX": [ "defense_aerospace" ], "SMCI": [ "ai_server_infrastructure", "data_center_power" ], "SOXX": [ "ai_compute", "hbm_memory", "foundry_semicap" ], "SPY": [ "financial_market_infrastructure" ], "TQQQ": [ "ai_compute", "consumer_platforms" ], "TSLA": [ "automobility_ev", "ai_compute", "data_center_power" ], "TSM": [ "foundry_semicap", "ai_compute" ], "UNH": [ "healthcare_policy" ], "VRT": [ "data_center_power", "ai_server_infrastructure" ], "XLE": [ "energy_security" ], "XLF": [ "financial_market_infrastructure" ], "XLI": [ "industrial_automation", "defense_aerospace" ], "XLK": [ "ai_compute", "cybersecurity", "consumer_platforms" ], "XLU": [ "data_center_power", "clean_energy_grid" ], "XLV": [ "healthcare_policy" ], "XOM": [ "energy_security" ] }, "symbol_theme_metadata": { "AMD": { "exposure_confidence": "high", "rationale": "AI accelerators and CPU/GPU data-center exposure." }, "AMZN": { "exposure_confidence": "high", "rationale": "AWS AI infrastructure plus e-commerce and advertising platform exposure." }, "AVGO": { "exposure_confidence": "high", "rationale": "Custom AI ASICs" }, "BIL": { "exposure_confidence": "medium", "rationale": "Cash-like short Treasury ETF used as defensive baseline." }, "BOXX": { "exposure_confidence": "medium", "rationale": "Cash-like Treasury-box exposure used as defensive baseline." }, "COIN": { "exposure_confidence": "high", "rationale": "Crypto exchange and digital-asset market-structure exposure." }, "CRWD": { "exposure_confidence": "high", "rationale": "Endpoint and cloud cybersecurity exposure." }, "CVX": { "exposure_confidence": "high", "rationale": "Integrated oil and gas energy-security exposure." }, "DELL": { "exposure_confidence": "high", "rationale": "AI server" }, "DIA": { "exposure_confidence": "low", "rationale": "Blue-chip industrial and financial context benchmark." }, "GOOGL": { "exposure_confidence": "high", "rationale": "Cloud AI" }, "INTC": { "exposure_confidence": "high", "rationale": "Domestic foundry" }, "IWM": { "exposure_confidence": "low", "rationale": "Small-cap benchmark for domestic cyclicality context." }, "JPM": { "exposure_confidence": "high", "rationale": "Systemic bank" }, "LMT": { "exposure_confidence": "high", "rationale": "Defense prime and government procurement exposure." }, "META": { "exposure_confidence": "high", "rationale": "AI infrastructure" }, "MSFT": { "exposure_confidence": "high", "rationale": "Cloud AI" }, "MSTR": { "exposure_confidence": "high", "rationale": "Bitcoin treasury and digital-asset beta exposure." }, "MU": { "exposure_confidence": "high", "rationale": "HBM" }, "NEE": { "exposure_confidence": "high", "rationale": "Utility" }, "NOC": { "exposure_confidence": "high", "rationale": "Defense prime and aerospace systems exposure." }, "NVDA": { "exposure_confidence": "high", "rationale": "AI accelerator and platform ecosystem exposure." }, "PANW": { "exposure_confidence": "high", "rationale": "Network and cloud cybersecurity exposure." }, "QQQ": { "exposure_confidence": "medium", "rationale": "Growth benchmark with large technology and platform concentration." }, "RTX": { "exposure_confidence": "high", "rationale": "Defense and aerospace procurement exposure." }, "SMCI": { "exposure_confidence": "high", "rationale": "AI server and rack-scale infrastructure exposure." }, "SOXX": { "exposure_confidence": "medium", "rationale": "Semiconductor ETF used as sector benchmark." }, "SPY": { "exposure_confidence": "medium", "rationale": "Broad US equity benchmark used as market baseline." }, "TQQQ": { "exposure_confidence": "low", "rationale": "Leveraged growth proxy; use for regime context only." }, "TSLA": { "exposure_confidence": "medium", "rationale": "EV" }, "TSM": { "exposure_confidence": "high", "rationale": "Leading-edge foundry and AI supply-chain exposure." }, "UNH": { "exposure_confidence": "high", "rationale": "Managed care and healthcare policy exposure." }, "VRT": { "exposure_confidence": "high", "rationale": "Data-center power and cooling infrastructure exposure." }, "XLE": { "exposure_confidence": "medium", "rationale": "Energy sector ETF benchmark." }, "XLF": { "exposure_confidence": "medium", "rationale": "Financial sector ETF benchmark." }, "XLI": { "exposure_confidence": "medium", "rationale": "Industrial sector ETF benchmark." }, "XLK": { "exposure_confidence": "medium", "rationale": "Technology sector ETF benchmark." }, "XLU": { "exposure_confidence": "medium", "rationale": "Utility sector ETF benchmark." }, "XLV": { "exposure_confidence": "medium", "rationale": "Healthcare sector ETF benchmark." }, "XOM": { "exposure_confidence": "high", "rationale": "Integrated oil and gas energy-security exposure." } }, "taxonomy_version": "2026-05-31-core-themes-v1", "themes": { "ai_compute": { "description": "Accelerators, cloud AI platforms, model serving, and enterprise AI infrastructure demand.", "horizon": "1-3 years", "name": "AI compute platforms", "sector": "technology", "source_policy": "Require issuer filings, IR releases, hyperscaler capex evidence, or durable industry data before recommendation escalation." }, "ai_server_infrastructure": { "description": "AI servers, racks, thermal design, storage, networking, and enterprise AI capex.", "horizon": "6-24 months", "name": "AI server and data-center hardware", "sector": "technology", "source_policy": "Require issuer releases, filings, customer demand evidence, or confirmed procurement data." }, "automobility_ev": { "description": "EVs, autonomy, batteries, tariffs, domestic manufacturing, and auto credit cycle.", "horizon": "1-3 years", "name": "Automobility and EV transition", "sector": "consumer_discretionary", "source_policy": "Require issuer filings, regulator safety data, tariff policy, official incentives, or durable delivery data." }, "clean_energy_grid": { "description": "Solar, grid equipment, storage, interconnection, and electricity demand transition.", "horizon": "1-3 years", "name": "Clean energy and grid transition", "sector": "utilities", "source_policy": "Require DOE/FERC/state regulator documents, issuer filings, or project-level evidence." }, "consumer_platforms": { "description": "Ads, app ecosystems, gaming, social platforms, e-commerce, and consumer demand.", "horizon": "6-24 months", "name": "Consumer platforms and ads", "sector": "communication_services", "source_policy": "Require issuer filings, platform policy evidence, app-store disclosures, or durable ad-market data." }, "crypto_infrastructure": { "description": "Crypto exchanges, treasury exposure, ETFs, market structure, and digital-asset regulatory regime.", "horizon": "3-18 months", "name": "Crypto infrastructure and digital assets", "sector": "financials", "source_policy": "Require SEC/CFTC/Treasury materials, issuer filings, exchange disclosures, or durable market data." }, "cybersecurity": { "description": "Cloud security, endpoint, identity, network defense, and government cyber policy demand.", "horizon": "1-3 years", "name": "Enterprise cybersecurity", "sector": "technology", "source_policy": "Require issuer filings, contract disclosures, government cybersecurity policy, or primary procurement evidence." }, "data_center_power": { "description": "Power generation, grid capacity, cooling, nuclear, and utility exposure to data-center load growth.", "horizon": "1-3 years", "name": "Data-center power and cooling", "sector": "utilities", "source_policy": "Require utility filings, regulator materials, power purchase agreements, issuer releases, or official project data." }, "defense_aerospace": { "description": "Defense procurement, aerospace backlog, drones, missiles, satellites, and geopolitical spending.", "horizon": "1-3 years", "name": "Defense and aerospace", "sector": "industrials", "source_policy": "Require DoD/agency awards, issuer backlog disclosures, budget documents, or official procurement records." }, "energy_security": { "description": "Oil, gas, LNG, refining, sanctions, energy security, and geopolitical supply constraints.", "horizon": "6-24 months", "name": "Energy security and hydrocarbons", "sector": "energy", "source_policy": "Require EIA/DOE/Treasury materials, issuer filings, official sanctions, or durable commodity context." }, "financial_market_infrastructure": { "description": "Banks, brokers, exchanges, crypto-linked market access, rate sensitivity, and capital markets activity.", "horizon": "6-24 months", "name": "Financial and market infrastructure", "sector": "financials", "source_policy": "Require regulatory filings, bank disclosures, market-structure rules, or durable volume and spread data." }, "foundry_semicap": { "description": "Foundry capacity, semiconductor equipment, export controls, CHIPS Act, and reshoring policy.", "horizon": "1-3 years", "name": "Foundry and semiconductor policy", "sector": "technology", "source_policy": "Require SEC filings, government policy documents, grants, export-control notices, or issuer materials." }, "hbm_memory": { "description": "HBM, DRAM, NAND, and memory-cycle supply demand linked to AI and data-center buildout.", "horizon": "6-24 months", "name": "HBM and memory cycle", "sector": "technology", "source_policy": "Prefer issuer filings, earnings transcripts, capex plans, and supply-chain primary evidence." }, "healthcare_policy": { "description": "Managed care, reimbursement, drug policy, hospital utilization, and election/regulatory health policy.", "horizon": "6-24 months", "name": "Healthcare policy and managed care", "sector": "healthcare", "source_policy": "Require CMS/HHS documents, SEC filings, issuer releases, or official policy evidence." }, "industrial_automation": { "description": "Factory automation, aerospace supply chain, electrification equipment, and reshoring capex.", "horizon": "1-3 years", "name": "Industrial automation and reshoring", "sector": "industrials", "source_policy": "Require issuer backlog/capex evidence, government manufacturing policy, or official project data." } } }, "universe": [ "SPY", "QQQ", "SOXX", "TQQQ", "BIL", "BOXX", "IWM", "DIA", "XLF", "XLV", "XLE", "XLI", "XLU", "XLK", "NVDA", "AMD", "AVGO", "TSM", "MU", "INTC", "DELL", "SMCI", "VRT", "MSFT", "GOOGL", "AMZN", "META", "CRWD", "PANW", "LMT", "RTX", "NOC", "CVX", "XOM", "JPM", "UNH", "NEE", "TSLA", "COIN", "MSTR" ] }Do not infer historical AI signals that were not generated point-in-time.