re: Thematic Investing Master Thread

What you added is very similar to what is in the next post. All it says is how scores are meant to be read, not how they are calculated. As is, no one can tell if the listed scores are correctly calculated, if the calculations actually use the variables that are claimed to be used, if the calculations actually make sense and work as intended, or if the scoring system actually has any predictive value by backtesting it. For all your readers know, the scoring system is actually the percentage of employees that are at least an OT 6 multiplied by a randomly generated number for the CEO's star sign.

I haven't read the vast majority of what you've posted in the thread due to the sheer enormity of it, but I came away thinking it was overwhelmingly the work of LLMs after skimming. I know you stated that at the very beginning, but you may want to make it clear to your readers that LLMs make lots of mistakes. It took Gemini a dozen attempts or more just to create a proper opening range indicator for thinkorswim for me, and it constantly said the new code was the foolproof method or it would definitely work, for example. They also have a tendency to suck up to the user, to put it bluntly, which can lead to errors.

Edit: not trying to crap all over your work, just trying to help.

I do think that DOCN deserves a place in your cloud/memory theme. Their growth is accelerating (they just preannounced earnings) and their biggest impediment (debt) is being addressed by non dilutive means.

and they just announced today a 30% price increase

looks like ONDS may sustain a break below the 250 Bar support level ($7.65) ... its currently at $7.20 and mildly declining .... mebbe an opportunity soon?

Interesting since this thread… som yuge winners and a lot of opportunities

Ticker % Gain/Loss
1 TEAM +105.83%
2 NLST +92.19%
3 LHX +89.14%
4 SMCI +61.66%
5 SWKS +49.55%
6 SMTC +48.05%
7 NRGV +45.78%
8 INFQ +45.54%
9 ZETA +39.42%
10 IREN +38.85%
11 VOYG +38.49%
12 PPTA +37.51%
13 QRVO +37.05%
14 SATL +33.77%
15 MRVL +29.45%
16 ATKR +28.47%
17 LITE +27.03%
18 RDW +27.10%
19 NBIS +25.79%
20 ASAN +23.67%
21 BE +23.57%
22 PSTG +20.78%
23 COHR +14.32%
24 DIGI +12.84%
25 COHU +12.82%
26 LTRX +12.72%
27 FORM +12.13%
28 CRWV +11.13%
29 CLS +10.38%
30 APLD +9.03%
31 STX +9.03%
32 FLY +8.82%
33 MNDY +8.19%
34 SMR +7.12%
35 SLDP +6.93%
36 VSAT +6.86%
37 AUR +6.12%
38 POET +5.55%
39 TRMB +5.46%
40 IESC +5.11%
41 MRAM +5.02%
42 LMT +4.84%
43 SONY +4.81%
44 GSAT +4.62%
45 MP +4.47%
46 CIFR +4.44%
47 MTSI +3.18%
48 LUNR +3.11%
49 AAOI +2.70%
50 CAMT +2.03%
51 NVT +1.91%
52 UUUU +1.83%
53 SATS/ECHO +1.59%
54 PWR +1.30%
55 ASTS +1.25%
56 PLAB +0.90%
57 IRDM +0.19%
58 ALAB -0.12%
59 NVTS -0.26%
60 BLZE -0.45%
61 MDA -0.56%
62 IONQ -1.63%
63 NNE -1.87%
64 FCEL -2.11%
65 BKSY -2.34%
66 EOSE -4.12%
67 NNDM -4.32%
68 RKLB -4.51%
69 SOUN -5.26%
70 KTOS -5.18%
71 QCOM -3.37%
72 LAC -3.05%
73 GNRC -3.48%
74 PLUG -3.69%
75 ROK -3.91%
76 CGNX -3.92%
77 PTC -3.02%
78 AMBA -7.59%
79 INOD -6.03%
80 CIEN -6.84%
81 LEU -6.93%
82 VICR -6.27%
83 VIAV -7.34%
84 NTCT -7.48%
85 WDC -7.51%
86 MKSI -7.54%
87 FSLR -7.56%
88 OKLO -7.56%
89 AEIS -7.69%
90 HLIT -7.73%
91 LOAR -7.94%
92 ADEA -8.28%
93 HUBB -8.54%
94 AMSC -8.60%
95 LSCC -9.19%
96 AZZ -9.84%
97 CALX -9.96%
98 PRIM -10.27%
99 CRNC -10.43%
100 LTBR -10.44%
101 MRCY -11.24%
102 GILT -11.85%
103 AEVA -12.05%
104 CEVA -12.68%
105 RGTI -13.00%
106 CRDO -13.22%
107 BWXT -13.82%
108 VRT -13.88%
109 TRT -14.41%
110 KLIC -14.48%
111 ARQQ -15.06%
112 OUST -16.05%
113 FLUX -16.67%
114 MOD -17.71%
115 HLIO -18.03%
116 AVAV -18.41%
117 FN -18.78%
118 SERV -18.86%
119 INTT -19.64%
120 ONDS -19.73%
121 ACLS -19.85%
122 POWI -28.54%
123 POWI -28.54%
124 SHLS -26.21%
125 EXTR -26.47%
126 ALGM -26.64%
127 PL -26.92%
128 OSS -28.29%
129 DY -28.33%
130 TE -28.60%
131 MVST -28.89%
132 AGX -29.28%
133 QBTS -29.40%
134 MVIS -29.81%
135 ELVA -30.27%
136 AAON -31.11%
137 ARRY -33.55%
138 LAES -34.92%
139 MTZ -34.95%
140 ENVX -36.65%
141 ADTN -38.20%
142 VPG -39.69%
143 FLNC -47.97%
144 AMPG -48.80%
145 LAZR -85.71%
— THR N/A
— CSGS N/A
— QNT N/A

quote:

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Interesting since this thread… som yuge winners and a lot of opportunities

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2/3 are underwater. Motley Fool, SA, and Reddit have provided that level of performance for a decade. I think the only thing new is an LLM is repackages the info as its own the provides it in a single convenient location.

e-commerce could be changing forever
earlier, AMZN banned METAs muse agent from accessing its platform when it discovered muse agents were browsing and selecting items autonomously

quote:

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Amazon has blocked Meta's new AI shopping agent, Muse, from its platform, citing violations of its Conditions of Use. This move follows Amazon's previous legal struggles against similar AI agents, prompting a new strategy: directly enforcing customer agreement terms. Amazon alleges Muse operates without proper identification and captures login data, claims Meta refutes. The e-commerce giant, which successfully deploys its own Alexa for Shopping AI, aims to maintain control over the customer journey and checkout process. This dispute underscores a growing battle for platform dominance in the AI agent era, where companies like Amazon and Meta, who also restrict third-party agents on their platforms, are asserting ownership over customer interactions and transactions.

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On the other side of the web we have this announcement

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$SHOP shares up 5% on the news

So on the one hand we have Amazon attempting to wall off its platform and Shopify deciding to meet its customers where they already are

the online shopping experience becoming agentic could be a powerful uplift for quite a few businesses NBIS in particular