Research the themes the committee expects to matter — before they go hot.
The committee's Strategic Time Grid maps which themes should matter, and when — each cell an expected intensity rising None → Low → Strong over the quarters. The radar reads that grid, computes each theme's forward ramp over the next 1–2 quarters, and pushes research at the themes about to intensify — so coverage history accrues ahead of the move, not after consensus. 7 themes are ramping this window. The top three were swept live.
| Theme | NAV | Q1 26 | Q2 26 | Q3 26 | Q4 26 | Δ next 2q |
|---|---|---|---|---|---|---|
| T1AI Power & Electrical Equip.AI Capex | 6.1% | Low | Low | Strong | Strong | ▲ +1 |
| T1Bitcoin / Digital AssetsMonetary | 0.0% | Low | Low | Strong | Strong | ▲ +1 |
| T2European ResurgenceGeographic | 4.2% | None | None | Low | Low | ▲ +1 |
| T2Silver (Industrial & Monetary)Real Assets | 4.1% | Low | Low | Strong | Strong | ▲ +1 |
| T2Robotization / Physical AIAI Capex | 0.0% | None | None | None | Low | ▲ +1 |
| T2Thermal Energy StorageEnergy | 0.0% | None | None | None | Low | ▲ +1 |
| T2Defense CapexGeographic | 0.0% | None | None | None | Low | ▲ +1 |
| T1Gold / Precious MetalsReal Assets | 22.1% | Strong | Strong | Strong | Strong | ● 0 |
| T1Copper DeficitReal Assets | 15.0% | Strong | Strong | Strong | Strong | ● 0 |
| T1Energy InfrastructureEnergy | 14.6% | Low | Strong | Strong | Strong | ● 0 |
| T1Aluminum TightnessReal Assets | 11.6% | Strong | Strong | Strong | Low | ● 0 |
| T1Electrical Construction & GridAI Capex | 8.5% | Strong | Strong | Strong | Strong | ● 0 |
| T2Oil Cycle — Short TermEnergy | 9.6% | Strong | Strong | Low | Strong | ● 0 |
| T1Uranium / NuclearEnergy | 6.7% | Strong | Strong | Strong | Strong | ● 0 |
| T1Gas / LNG — Long TermEnergy | 4.0% | Low | Strong | Strong | Strong | ● 0 |
| T1Data Center CoolingAI Capex | 0.8% | Strong | Strong | Strong | Low | ● 0 |
| T1De-DollarizationMonetary | 0.0% | Low | Low | Low | Low | ● 0 |
| T2PGM / Battery MetalsReal Assets | 2.8% | None | Low | Low | Low | ● 0 |
| T1AI Memory & StorageAI Capex | 8.4% | Strong | Strong | Low | Low | ▼ −1 |
Bitcoin adoption thesis vs. "big buyers lose conviction." The radar's own act-tier finding is evidence against a theme it is ramping research on — ETF and corporate-treasury demand, the structural-adoption backstop, is weakening. Exactly the kind of disconfirming signal the contradiction tracker exists to hold open until rebutted or escalated.