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