Intel · Oct 2026
How theme tape focuses attention

Theme tape groups names by the themes that are in play. It shows where strength is clustering so you can see the chain without scanning every ticker.
A theme that is leading can stay in the conversation for days. A theme that is fading drops in priority. You use that context when you open Focus. The names that make the shortlist are still candidates.
Public notes stay Class A. They describe the process and the theme chain. They do not list the current book and they do not give buy or sell instructions.
You still choose whether a name fits your risk. The desk does not place the order.
Process note. No entry recipes. No book names. You decide and you execute.
