Datos públicos archivados en formato JSON. Volver a la lectura.
{
"as_of": "2026-11-05",
"archived_at": "2026-11-06 13:00:05",
"narratives": [
{
"id": "ai_llm",
"name": "IA / LLMs & Data Centers",
"block": "tech",
"phase": "collapsing",
"score": 18,
"phase_since": null,
"days_in_phase": null,
"phase_since_truncated": false,
"components_static": [
"trend",
"buzz",
"market",
"momentum",
"delta_month"
],
"components_static_since": "2026-02-01",
"momentum_1w": -13.6,
"momentum_score": 0,
"predictive_score": 43,
"predictive_components": {
"volume": 80,
"breadth": 0,
"liquidity": 50,
"fear_greed": 35
},
"rs_1m": -9.71,
"rs_1m_smooth": -9.1,
"rs_smooth_n": 5,
"rs_rank": 11,
"rs_total": 16,
"rs_pct": 34,
"phase_model": "phase-2026-09-15.1",
"phase_candidate": "collapsing",
"phase_confirmed": true,
"phase_reason": "Caída semanal intensa y retorno mensual negativo.",
"phase_asof": "2026-11-05",
"phase_streak": 3,
"phase_acceleration": -12.015,
"phase_coverage": 1,
"thesis": "Narrativa dominante del ciclo. Flujos institucionales fuertes. Validación en resultados de empresas. Riesgo: extensión en líderes.",
"leaders": [
{
"t": "NVDA",
"name": "NVIDIA",
"label": "exit_now",
"why": "Rey del ciclo IA. Muy extendida pero sigue siendo core."
},
{
"t": "MSFT",
"name": "Microsoft",
"label": "watch_breakout",
"why": "Monetización IA vía Azure + Copilot. Breakout potencial."
},
{
"t": "GOOG",
"name": "Alphabet",
"label": "exit_now",
"why": "Gemini. Infravalorada vs peers. Buen setup."
},
{
"t": "AMD",
"name": "AMD",
"label": "exit_now",
"why": "Challenger de NVDA en GPU/AI. Estructura mejorando."
},
{
"t": "META",
"name": "Meta",
"label": "exit_now",
"why": "Llama + infraestructura IA. Rally pero extendida."
},
{
"t": "ORCL",
"name": "Oracle",
"label": "exit_now",
"why": "Cloud IA / Bases datos. Setup limpio."
}
],
"derivatives": [
{
"t": "TSM",
"name": "TSMC",
"label": "exit_now",
"why": "El único fabricante. Picks & shovels puro."
},
{
"t": "AMZN",
"name": "Amazon",
"label": "clear_candidate",
"why": "AWS dominante. Trainium/Inferentia chips. Base sólida."
},
{
"t": "PLTR",
"name": "Palantir",
"label": "exit_now",
"why": "AIP. Rally especulativo. Muy extendida."
},
{
"t": "ARM",
"name": "ARM Holdings",
"label": "exit_now",
"why": "Diseño CPU para todo. Royalties de IA."
},
{
"t": "SMCI",
"name": "Super Micro",
"label": "exit_now",
"why": "Alta volatilidad. Problemas contables pasados."
},
{
"t": "DDOG",
"name": "Datadog",
"label": "exit_now",
"why": "Observabilidad para IA. Crecimiento sano."
}
],
"volume_context": {
"version": "volume-context-v1",
"status": "ok",
"as_of": "2026-11-05",
"baseline_start": "2026-10-02",
"baseline_end": "2026-10-29",
"recent_start": "2026-10-30",
"recent_sessions": 5,
"baseline_sessions": 20,
"overlap": false,
"expected": 12,
"contributor_count": 12,
"coverage": 1,
"median_ratio": 1.789,
"role_weighted_ratio": 1.899,
"weighted_status": "ok",
"role_weights": {
"leader": 1,
"follower_strong": 0.85,
"picks_shovels": 0.7,
"derivative": 0.5,
"speculative": 0.4,
"follower": 0.4
},
"per_ticker_clamp": [
0.25,
4
],
"minimum_coverage": 0.7,
"above_1_2_count": 11,
"above_1_2_pct": 91.7,
"below_0_8_count": 0,
"below_0_8_pct": 0,
"threshold_status": "descriptive_not_calibrated",
"weekly_return_pct": -14.8914,
"weekly_price_breadth_pct": 16.7,
"contributors": [
{
"ticker": "AMD",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 2.341863,
"bounded_ratio": 2.341863,
"weekly_return_pct": -28.6042
},
{
"ticker": "AMZN",
"role": "picks_shovels",
"role_weight": 0.7,
"ratio": 1.992249,
"bounded_ratio": 1.992249,
"weekly_return_pct": 6.7353
},
{
"ticker": "ARM",
"role": "picks_shovels",
"role_weight": 0.7,
"ratio": 1.929276,
"bounded_ratio": 1.929276,
"weekly_return_pct": -27.1233
},
{
"ticker": "DDOG",
"role": "picks_shovels",
"role_weight": 0.7,
"ratio": 3.003754,
"bounded_ratio": 3.003754,
"weekly_return_pct": -34.3214
},
{
"ticker": "GOOG",
"role": "leader",
"role_weight": 1,
"ratio": 1.689781,
"bounded_ratio": 1.689781,
"weekly_return_pct": -0.2054
},
{
"ticker": "META",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 1.061465,
"bounded_ratio": 1.061465,
"weekly_return_pct": -3.1128
},
{
"ticker": "MSFT",
"role": "leader",
"role_weight": 1,
"ratio": 1.738043,
"bounded_ratio": 1.738043,
"weekly_return_pct": 1.0922
},
{
"ticker": "NVDA",
"role": "leader",
"role_weight": 1,
"ratio": 1.673497,
"bounded_ratio": 1.673497,
"weekly_return_pct": -15.0051
},
{
"ticker": "ORCL",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 2.24506,
"bounded_ratio": 2.24506,
"weekly_return_pct": -17.4835
},
{
"ticker": "PLTR",
"role": "derivative",
"role_weight": 0.5,
"ratio": 1.788867,
"bounded_ratio": 1.788867,
"weekly_return_pct": -21.0926
},
{
"ticker": "SMCI",
"role": "speculative",
"role_weight": 0.4,
"ratio": 1.669235,
"bounded_ratio": 1.669235,
"weekly_return_pct": -21.3477
},
{
"ticker": "TSM",
"role": "picks_shovels",
"role_weight": 0.7,
"ratio": 1.789568,
"bounded_ratio": 1.789568,
"weekly_return_pct": -18.2279
}
],
"excluded": [],
"unknown_role_tickers": [],
"role_weight_coverage": 1,
"composition_version": "e767149b9488003f",
"snapshot_generated_at": "2026-11-06T07:45:27+00:00",
"snapshot_age_seconds": 24170,
"snapshot_stale": false,
"snapshot_stale_after_seconds": 129600,
"source": "Yahoo Finance daily adjusted prices and trading volume",
"source_url": "https://thewaveproject.cloud/api/narrative-volume.php",
"methodology": "Ratios of last 5 sessions against the preceding 20, aligned with SPY. Median and role-weighted mean are distinct; only the weighted mean clamps ratios to [0.25,4]. Thresholds 0.8/1.2 are descriptive, not calibrated signals. No inference of capital flows. Current constituents, not a historical investable index.",
"date_kind": "last_common_completed_daily_bar",
"verification": "provider_records_not_independently_verified"
}
},
{
"id": "semiconductors",
"name": "Semiconductores",
"block": "tech",
"phase": "collapsing",
"score": 12,
"phase_since": null,
"days_in_phase": null,
"phase_since_truncated": false,
"components_static": [
"trend",
"buzz",
"market",
"momentum",
"delta_month"
],
"components_static_since": "2026-02-01",
"momentum_1w": -21.8,
"momentum_score": 0,
"predictive_score": 44,
"predictive_components": {
"volume": 83,
"breadth": 0,
"liquidity": 50,
"fear_greed": 35
},
"rs_1m": -16.96,
"rs_1m_smooth": -13.41,
"rs_smooth_n": 5,
"rs_rank": 14,
"rs_total": 16,
"rs_pct": 16,
"phase_model": "phase-2026-09-15.1",
"phase_candidate": "collapsing",
"phase_confirmed": true,
"phase_reason": "Caída semanal intensa y retorno mensual negativo.",
"phase_asof": "2026-11-05",
"phase_streak": 3,
"phase_acceleration": -22.141,
"phase_coverage": 1,
"thesis": "Ciclo de inversión en chips. Demanda sostenida de foundries. Superciclo de semiconductores.",
"leaders": [
{
"t": "NVDA",
"name": "NVIDIA",
"label": "exit_now",
"why": "Lider indiscutible en GPU. Extensión extrema."
},
{
"t": "AMD",
"name": "AMD",
"label": "exit_now",
"why": "Ganancias en cuota. Epyc + RDNA3."
},
{
"t": "AVGO",
"name": "Broadcom",
"label": "exit_now",
"why": "Infraestructura chips. Networking."
},
{
"t": "MRVL",
"name": "Marvell",
"label": "exit_now",
"why": "Controladores. Data center custom."
},
{
"t": "QCOM",
"name": "Qualcomm",
"label": "exit_now",
"why": "Móvil + RF. Snapdragon."
},
{
"t": "NXPI",
"name": "NXP Semiconductors",
"label": "dont_touch",
"why": "Auto/industrial chips. Drivers en IoT."
}
],
"derivatives": [
{
"t": "ASML",
"name": "ASML",
"label": "exit_now",
"why": "Equipos litografía. Cuello de botella."
},
{
"t": "AMAT",
"name": "Applied Materials",
"label": "exit_now",
"why": "Equipos manufactura. Demanda de capacidad."
},
{
"t": "LRCX",
"name": "Lam Research",
"label": "exit_now",
"why": "Etch equipment. Márgenes sanos."
},
{
"t": "MU",
"name": "Micron",
"label": "exit_now",
"why": "Memoria. Ciclos volátiles."
},
{
"t": "ON",
"name": "ON Semiconductor",
"label": "exit_now",
"why": "Semiconductores analógicos/power."
},
{
"t": "MCHP",
"name": "Microchip Technology",
"label": "exit_now",
"why": "MCUs y embedded. Industrial/auto."
},
{
"t": "KLAC",
"name": "KLA",
"label": "exit_now",
"why": "Inspección/medición. Crítica."
},
{
"t": "TER",
"name": "Teradyne",
"label": "exit_now",
"why": "Test equipment. Necesario."
}
],
"volume_context": {
"version": "volume-context-v1",
"status": "ok",
"as_of": "2026-11-05",
"baseline_start": "2026-10-02",
"baseline_end": "2026-10-29",
"recent_start": "2026-10-30",
"recent_sessions": 5,
"baseline_sessions": 20,
"overlap": false,
"expected": 14,
"contributor_count": 14,
"coverage": 1,
"median_ratio": 1.755,
"role_weighted_ratio": 1.833,
"weighted_status": "ok",
"role_weights": {
"leader": 1,
"follower_strong": 0.85,
"picks_shovels": 0.7,
"derivative": 0.5,
"speculative": 0.4,
"follower": 0.4
},
"per_ticker_clamp": [
0.25,
4
],
"minimum_coverage": 0.7,
"above_1_2_count": 14,
"above_1_2_pct": 100,
"below_0_8_count": 0,
"below_0_8_pct": 0,
"threshold_status": "descriptive_not_calibrated",
"weekly_return_pct": -22.0534,
"weekly_price_breadth_pct": 0,
"contributors": [
{
"ticker": "AMAT",
"role": "picks_shovels",
"role_weight": 0.7,
"ratio": 1.38972,
"bounded_ratio": 1.38972,
"weekly_return_pct": -24.2873
},
{
"ticker": "AMD",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 2.341863,
"bounded_ratio": 2.341863,
"weekly_return_pct": -28.6042
},
{
"ticker": "ASML",
"role": "picks_shovels",
"role_weight": 0.7,
"ratio": 1.469826,
"bounded_ratio": 1.469826,
"weekly_return_pct": -19.0398
},
{
"ticker": "AVGO",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 1.401687,
"bounded_ratio": 1.401687,
"weekly_return_pct": -15.4986
},
{
"ticker": "KLAC",
"role": "picks_shovels",
"role_weight": 0.7,
"ratio": 1.815508,
"bounded_ratio": 1.815508,
"weekly_return_pct": -22.4751
},
{
"ticker": "LRCX",
"role": "picks_shovels",
"role_weight": 0.7,
"ratio": 1.710405,
"bounded_ratio": 1.710405,
"weekly_return_pct": -27.1984
},
{
"ticker": "MCHP",
"role": "follower",
"role_weight": 0.4,
"ratio": 2.10067,
"bounded_ratio": 2.10067,
"weekly_return_pct": -20.0567
},
{
"ticker": "MRVL",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 2.371549,
"bounded_ratio": 2.371549,
"weekly_return_pct": -38.8339
},
{
"ticker": "MU",
"role": "speculative",
"role_weight": 0.4,
"ratio": 1.50242,
"bounded_ratio": 1.50242,
"weekly_return_pct": -29.743
},
{
"ticker": "NVDA",
"role": "leader",
"role_weight": 1,
"ratio": 1.673497,
"bounded_ratio": 1.673497,
"weekly_return_pct": -15.0051
},
{
"ticker": "NXPI",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 1.799868,
"bounded_ratio": 1.799868,
"weekly_return_pct": -8.109
},
{
"ticker": "ON",
"role": "speculative",
"role_weight": 0.4,
"ratio": 1.562136,
"bounded_ratio": 1.562136,
"weekly_return_pct": -16.2547
},
{
"ticker": "QCOM",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 2.213126,
"bounded_ratio": 2.213126,
"weekly_return_pct": -15.4576
},
{
"ticker": "TER",
"role": "picks_shovels",
"role_weight": 0.7,
"ratio": 2.029248,
"bounded_ratio": 2.029248,
"weekly_return_pct": -28.1842
}
],
"excluded": [],
"unknown_role_tickers": [],
"role_weight_coverage": 1,
"composition_version": "3800023a693d673c",
"snapshot_generated_at": "2026-11-06T07:45:27+00:00",
"snapshot_age_seconds": 24170,
"snapshot_stale": false,
"snapshot_stale_after_seconds": 129600,
"source": "Yahoo Finance daily adjusted prices and trading volume",
"source_url": "https://thewaveproject.cloud/api/narrative-volume.php",
"methodology": "Ratios of last 5 sessions against the preceding 20, aligned with SPY. Median and role-weighted mean are distinct; only the weighted mean clamps ratios to [0.25,4]. Thresholds 0.8/1.2 are descriptive, not calibrated signals. No inference of capital flows. Current constituents, not a historical investable index.",
"date_kind": "last_common_completed_daily_bar",
"verification": "provider_records_not_independently_verified"
}
},
{
"id": "cloud_software",
"name": "Cloud & Software IA",
"block": "tech",
"phase": "collapsing",
"score": 30,
"phase_since": null,
"days_in_phase": null,
"phase_since_truncated": false,
"components_static": [
"trend",
"buzz",
"market",
"momentum",
"delta_month"
],
"components_static_since": "2026-02-01",
"momentum_1w": -9.1,
"momentum_score": 15.9,
"predictive_score": 36,
"predictive_components": {
"volume": 59,
"breadth": 0,
"liquidity": 50,
"fear_greed": 35
},
"rs_1m": -0.26,
"rs_1m_smooth": 1.08,
"rs_smooth_n": 5,
"rs_rank": 10,
"rs_total": 16,
"rs_pct": 41,
"phase_model": "phase-2026-09-15.1",
"phase_candidate": "collapsing",
"phase_confirmed": true,
"phase_reason": "Caída semanal intensa y retorno mensual negativo.",
"phase_asof": "2026-11-05",
"phase_streak": 3,
"phase_acceleration": -8.971,
"phase_coverage": 1,
"thesis": "Consolidación en cloud. Ganadores claros (AWS, Azure). Competencia en márgenes.",
"leaders": [
{
"t": "MSFT",
"name": "Microsoft",
"label": "watch_breakout",
"why": "Azure + Copilot. Líder en cloud."
},
{
"t": "AMZN",
"name": "Amazon",
"label": "clear_candidate",
"why": "AWS. Cash machine del cloud."
},
{
"t": "GOOG",
"name": "Alphabet",
"label": "exit_now",
"why": "Google Cloud. Tercera pero creciendo."
},
{
"t": "SNOW",
"name": "Snowflake",
"label": "exit_now",
"why": "Data warehouse cloud. Crecimiento."
},
{
"t": "CRM",
"name": "Salesforce",
"label": "cooling",
"why": "SaaS cloud. Einstein IA."
},
{
"t": "NOW",
"name": "ServiceNow",
"label": "exit_now",
"why": "Workflow cloud. Ahora."
},
{
"t": "VEEV",
"name": "Veeva",
"label": "watch_breakout",
"why": "Cloud para life sciences."
},
{
"t": "HUBS",
"name": "HubSpot",
"label": "exit_now",
"why": "CRM+Marketing cloud."
}
],
"derivatives": [
{
"t": "NET",
"name": "Cloudflare",
"label": "exit_now",
"why": "Edge computing. Workers."
},
{
"t": "DDOG",
"name": "Datadog",
"label": "exit_now",
"why": "Observabilidad cloud."
},
{
"t": "MDB",
"name": "MongoDB",
"label": "exit_now",
"why": "Bases datos cloud NoSQL."
},
{
"t": "ZS",
"name": "Zscaler",
"label": "cooling",
"why": "Zero trust cloud security."
},
{
"t": "IBM",
"name": "IBM",
"label": "watch_breakout",
"why": "Quantum roadmap. Computadora."
}
],
"volume_context": {
"version": "volume-context-v1",
"status": "ok",
"as_of": "2026-11-05",
"baseline_start": "2026-10-02",
"baseline_end": "2026-10-29",
"recent_start": "2026-10-30",
"recent_sessions": 5,
"baseline_sessions": 20,
"overlap": false,
"expected": 13,
"contributor_count": 13,
"coverage": 1,
"median_ratio": 1.593,
"role_weighted_ratio": 1.526,
"weighted_status": "ok",
"role_weights": {
"leader": 1,
"follower_strong": 0.85,
"picks_shovels": 0.7,
"derivative": 0.5,
"speculative": 0.4,
"follower": 0.4
},
"per_ticker_clamp": [
0.25,
4
],
"minimum_coverage": 0.7,
"above_1_2_count": 8,
"above_1_2_pct": 61.5,
"below_0_8_count": 1,
"below_0_8_pct": 7.7,
"threshold_status": "descriptive_not_calibrated",
"weekly_return_pct": -10.3144,
"weekly_price_breadth_pct": 15.4,
"contributors": [
{
"ticker": "AMZN",
"role": "leader",
"role_weight": 1,
"ratio": 1.992249,
"bounded_ratio": 1.992249,
"weekly_return_pct": 6.7353
},
{
"ticker": "CRM",
"role": "leader",
"role_weight": 1,
"ratio": 1.007067,
"bounded_ratio": 1.007067,
"weekly_return_pct": -3.6769
},
{
"ticker": "DDOG",
"role": "picks_shovels",
"role_weight": 0.7,
"ratio": 3.003754,
"bounded_ratio": 3.003754,
"weekly_return_pct": -34.3214
},
{
"ticker": "GOOG",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 1.689781,
"bounded_ratio": 1.689781,
"weekly_return_pct": -0.2054
},
{
"ticker": "HUBS",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 2.047279,
"bounded_ratio": 2.047279,
"weekly_return_pct": -14.4467
},
{
"ticker": "IBM",
"role": "picks_shovels",
"role_weight": 0.7,
"ratio": 0.853329,
"bounded_ratio": 0.853329,
"weekly_return_pct": -4.3248
},
{
"ticker": "MDB",
"role": "picks_shovels",
"role_weight": 0.7,
"ratio": 0.882026,
"bounded_ratio": 0.882026,
"weekly_return_pct": -20.8754
},
{
"ticker": "MSFT",
"role": "leader",
"role_weight": 1,
"ratio": 1.738043,
"bounded_ratio": 1.738043,
"weekly_return_pct": 1.0922
},
{
"ticker": "NET",
"role": "picks_shovels",
"role_weight": 0.7,
"ratio": 1.593098,
"bounded_ratio": 1.593098,
"weekly_return_pct": -21.2021
},
{
"ticker": "NOW",
"role": "leader",
"role_weight": 1,
"ratio": 1.506103,
"bounded_ratio": 1.506103,
"weekly_return_pct": -6.6654
},
{
"ticker": "SNOW",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 1.626023,
"bounded_ratio": 1.626023,
"weekly_return_pct": -18.388
},
{
"ticker": "VEEV",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 1.045032,
"bounded_ratio": 1.045032,
"weekly_return_pct": -0.0773
},
{
"ticker": "ZS",
"role": "picks_shovels",
"role_weight": 0.7,
"ratio": 0.734131,
"bounded_ratio": 0.734131,
"weekly_return_pct": -17.7306
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"role_weight_coverage": 1,
"composition_version": "3f3b21666fb0ba96",
"snapshot_generated_at": "2026-11-06T07:45:27+00:00",
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"source_url": "https://thewaveproject.cloud/api/narrative-volume.php",
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"date_kind": "last_common_completed_daily_bar",
"verification": "provider_records_not_independently_verified"
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},
{
"id": "nuclear",
"name": "Nuclear & Uranio",
"block": "energy",
"phase": "exhausting",
"score": 2,
"phase_since": null,
"days_in_phase": null,
"phase_since_truncated": false,
"components_static": [
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"buzz",
"market",
"momentum",
"delta_month"
],
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"predictive_score": 38,
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"volume": 64,
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"liquidity": 50,
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"rs_pct": 22,
"phase_model": "phase-2026-09-15.1",
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"leaders": [
{
"t": "CCJ",
"name": "Cameco",
"label": "exit_now",
"why": "Uranio. Productor confiable."
},
{
"t": "NNE",
"name": "Nine Energy",
"label": "exit_now",
"why": "Uranio. Desarrollo."
},
{
"t": "VST",
"name": "Vistra Energy",
"label": "exit_now",
"why": "Generador con nuclearización."
},
{
"t": "CEG",
"name": "Constellation Energy",
"label": "exit_now",
"why": "Nuclear operator USA."
},
{
"t": "LEU",
"name": "Energy Fuels",
"label": "exit_now",
"why": "Uranio + Rare Earths."
}
],
"derivatives": [
{
"t": "SMR",
"name": "NuScale / Parametric",
"label": "exit_now",
"why": "SMRs. Futura tecnología. Extendida."
},
{
"t": "UUUU",
"name": "Uranium Energy",
"label": "exit_now",
"why": "Uranio junior."
},
{
"t": "DNN",
"name": "Denison Mines",
"label": "exit_now",
"why": "Uranio junior."
},
{
"t": "NXE",
"name": "Nexgen Energy",
"label": "cooling",
"why": "Uranio Canadá."
},
{
"t": "BWXT",
"name": "BWX Technologies",
"label": "exit_now",
"why": "Componentes nucleares."
},
{
"t": "ETN",
"name": "Eaton",
"label": "exit_now",
"why": "Power management."
},
{
"t": "GEV",
"name": "GE Vernova",
"label": "exit_now",
"why": "Spinn-off renovables. Rally especulativo."
}
],
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"status": "ok",
"as_of": "2026-11-05",
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"expected": 12,
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"median_ratio": 1.252,
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"weighted_status": "ok",
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"leader": 1,
"follower_strong": 0.85,
"picks_shovels": 0.7,
"derivative": 0.5,
"speculative": 0.4,
"follower": 0.4
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"per_ticker_clamp": [
0.25,
4
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"minimum_coverage": 0.7,
"above_1_2_count": 6,
"above_1_2_pct": 50,
"below_0_8_count": 0,
"below_0_8_pct": 0,
"threshold_status": "descriptive_not_calibrated",
"weekly_return_pct": -16.864,
"weekly_price_breadth_pct": 0,
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{
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"ratio": 1.714448,
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{
"ticker": "CCJ",
"role": "leader",
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"ratio": 2.126837,
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{
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"role": "leader",
"role_weight": 1,
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"weekly_return_pct": -9.4225
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{
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{
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"ratio": 1.853494,
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{
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"role": "derivative",
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"ratio": 1.731551,
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"weekly_return_pct": -13.2162
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{
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"role": "follower_strong",
"role_weight": 0.85,
"ratio": 1.016262,
"bounded_ratio": 1.016262,
"weekly_return_pct": -19.4663
},
{
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"role": "leader",
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"ratio": 1.168237,
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"weekly_return_pct": -21.0893
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{
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"role_weight": 0.4,
"ratio": 1.363454,
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"weekly_return_pct": -8.3237
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{
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"role": "derivative",
"role_weight": 0.5,
"ratio": 1.045566,
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"weekly_return_pct": -26.1824
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{
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"role": "speculative",
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"weekly_return_pct": -19.9271
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{
"ticker": "VST",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 1.336341,
"bounded_ratio": 1.336341,
"weekly_return_pct": -19.9078
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"excluded": [],
"unknown_role_tickers": [],
"role_weight_coverage": 1,
"composition_version": "37acd3dc0f1bb82b",
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"snapshot_age_seconds": 24170,
"snapshot_stale": false,
"snapshot_stale_after_seconds": 129600,
"source": "Yahoo Finance daily adjusted prices and trading volume",
"source_url": "https://thewaveproject.cloud/api/narrative-volume.php",
"methodology": "Ratios of last 5 sessions against the preceding 20, aligned with SPY. Median and role-weighted mean are distinct; only the weighted mean clamps ratios to [0.25,4]. Thresholds 0.8/1.2 are descriptive, not calibrated signals. No inference of capital flows. Current constituents, not a historical investable index.",
"date_kind": "last_common_completed_daily_bar",
"verification": "provider_records_not_independently_verified"
}
},
{
"id": "defense",
"name": "Defensa & Aerospace",
"block": "defense",
"phase": "mature",
"score": 37,
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"days_in_phase": null,
"phase_since_truncated": false,
"components_static": [
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"buzz",
"market",
"momentum",
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"components_static_since": "2026-02-01",
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"predictive_components": {
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"liquidity": 50,
"fear_greed": 35
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"rs_1m_smooth": 16.29,
"rs_smooth_n": 5,
"rs_rank": 2,
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"rs_pct": 91,
"phase_model": "phase-2026-09-15.1",
"phase_candidate": "exhausting",
"phase_confirmed": false,
"phase_reason": "Retroceso semanal tras una subida mensual.",
"phase_asof": "2026-11-05",
"phase_streak": 1,
"phase_acceleration": -10.418,
"phase_coverage": 1,
"thesis": "Geopolítica empujando gasto. Normalización China. Ciclo de armamento.",
"leaders": [
{
"t": "LMT",
"name": "Lockheed Martin",
"label": "dont_touch",
"why": "Defensa integrada. F-35 y misiles."
},
{
"t": "RTX",
"name": "Raytheon",
"label": "dont_touch",
"why": "Equipos defensivos. Integración fuerte."
},
{
"t": "NOC",
"name": "Northrop",
"label": "dont_touch",
"why": "Sistemas integrados. B-21."
},
{
"t": "GD",
"name": "General Dynamics",
"label": "watch_breakout",
"why": "Defensa diversificada."
},
{
"t": "HII",
"name": "Huntington Ingalls",
"label": "dont_touch",
"why": "Buques de guerra."
},
{
"t": "BA",
"name": "Boeing",
"label": "cooling",
"why": "Aviones defensa y comerciales."
},
{
"t": "LDOS",
"name": "Leidos",
"label": "watch_breakout",
"why": "Electrónica defensa."
}
],
"derivatives": [
{
"t": "BWXT",
"name": "BWX Technologies",
"label": "exit_now",
"why": "Componentes especializados."
},
{
"t": "KTOS",
"name": "Kratos",
"label": "exit_now",
"why": "Drones y sistemas autónomos."
},
{
"t": "TDG",
"name": "TransDigm",
"label": "watch_breakout",
"why": "Componentes aero."
}
],
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"version": "volume-context-v1",
"status": "ok",
"as_of": "2026-11-05",
"baseline_start": "2026-10-02",
"baseline_end": "2026-10-29",
"recent_start": "2026-10-30",
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"expected": 10,
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"threshold_status": "descriptive_not_calibrated",
"weekly_return_pct": -7.593,
"weekly_price_breadth_pct": 10,
"contributors": [
{
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"role": "follower_strong",
"role_weight": 0.85,
"ratio": 0.884615,
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"weekly_return_pct": -0.0869
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{
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{
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"role": "leader",
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"ratio": 1.540581,
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{
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"ratio": 1.146099,
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{
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{
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"ratio": 1.826185,
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{
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"ratio": 1.013821,
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"weekly_return_pct": -6.599
},
{
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"role": "leader",
"role_weight": 1,
"ratio": 1.07221,
"bounded_ratio": 1.07221,
"weekly_return_pct": -3.7713
},
{
"ticker": "TDG",
"role": "picks_shovels",
"role_weight": 0.7,
"ratio": 1.191711,
"bounded_ratio": 1.191711,
"weekly_return_pct": 1.1293
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],
"excluded": [],
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"composition_version": "f8212259eaa28cbc",
"snapshot_generated_at": "2026-11-06T07:45:27+00:00",
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"snapshot_stale_after_seconds": 129600,
"source": "Yahoo Finance daily adjusted prices and trading volume",
"source_url": "https://thewaveproject.cloud/api/narrative-volume.php",
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"date_kind": "last_common_completed_daily_bar",
"verification": "provider_records_not_independently_verified"
}
},
{
"id": "cybersecurity",
"name": "Ciberseguridad",
"block": "tech",
"phase": "accelerating",
"score": 32,
"phase_since": null,
"days_in_phase": null,
"phase_since_truncated": false,
"components_static": [
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"buzz",
"market",
"momentum",
"delta_month"
],
"components_static_since": "2026-02-01",
"momentum_1w": -12.3,
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"predictive_score": 37,
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"breadth": 25,
"liquidity": 50,
"fear_greed": 35
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"rs_1m": 4.83,
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"rs_smooth_n": 5,
"rs_rank": 6,
"rs_total": 16,
"rs_pct": 66,
"phase_model": "phase-2026-09-15.1",
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"phase_confirmed": false,
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"phase_asof": "2026-11-05",
"phase_streak": 1,
"phase_acceleration": -15.596,
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"thesis": "Mercado maduro, ganadores definidos. Consolidación. Presupuestos defensivos.",
"leaders": [
{
"t": "CRWD",
"name": "CrowdStrike",
"label": "exit_now",
"why": "EDR líder. Muy extendida."
},
{
"t": "PANW",
"name": "Palo Alto",
"label": "exit_now",
"why": "Plataforma security. Consolidation."
},
{
"t": "ZS",
"name": "Zscaler",
"label": "cooling",
"why": "Zero trust cloud. Crecimiento."
},
{
"t": "S",
"name": "Sentinel One",
"label": "cooling",
"why": "EDR alternativa. Momentum."
},
{
"t": "FTNT",
"name": "Fortinet",
"label": "exit_now",
"why": "Firewalls. Estable."
},
{
"t": "OKTA",
"name": "Okta",
"label": "exit_now",
"why": "Identidades. Recovery."
},
{
"t": "CHKP",
"name": "Check Point",
"label": "watch_breakout",
"why": "Firewalls heredados."
}
],
"derivatives": [
{
"t": "GEN",
"name": "Gen Digital",
"label": "wait_pullback",
"why": "Privileged access. Nicho."
},
{
"t": "QLYS",
"name": "Qualys",
"label": "dont_touch",
"why": "Vulnerability management."
},
{
"t": "TENB",
"name": "Tenable",
"label": "dont_touch",
"why": "Vulnerability. Nube."
},
{
"t": "VRNS",
"name": "Varonis",
"label": "watch_breakout",
"why": "Data security. Menor escala."
},
{
"t": "RPD",
"name": "Rapid7",
"label": "dont_touch",
"why": "Insightful security."
},
{
"t": "AXON",
"name": "Axon Enterprise",
"label": "cooling",
"why": "Tech policial. Taser."
}
],
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"status": "ok",
"as_of": "2026-11-05",
"baseline_start": "2026-10-02",
"baseline_end": "2026-10-29",
"recent_start": "2026-10-30",
"recent_sessions": 5,
"baseline_sessions": 20,
"overlap": false,
"expected": 13,
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"coverage": 1,
"median_ratio": 1.059,
"role_weighted_ratio": 1.367,
"weighted_status": "ok",
"role_weights": {
"leader": 1,
"follower_strong": 0.85,
"picks_shovels": 0.7,
"derivative": 0.5,
"speculative": 0.4,
"follower": 0.4
},
"per_ticker_clamp": [
0.25,
4
],
"minimum_coverage": 0.7,
"above_1_2_count": 6,
"above_1_2_pct": 46.2,
"below_0_8_count": 3,
"below_0_8_pct": 23.1,
"threshold_status": "descriptive_not_calibrated",
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"contributors": [
{
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"ratio": 1.426411,
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{
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},
{
"ticker": "CRWD",
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"ratio": 1.265037,
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"weekly_return_pct": -16.8294
},
{
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"role": "follower_strong",
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"ratio": 1.686561,
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},
{
"ticker": "GEN",
"role": "picks_shovels",
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"ratio": 1.059387,
"bounded_ratio": 1.059387,
"weekly_return_pct": 8.5106
},
{
"ticker": "OKTA",
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"role_weight": 0.85,
"ratio": 3.513058,
"bounded_ratio": 3.513058,
"weekly_return_pct": -22.8522
},
{
"ticker": "PANW",
"role": "leader",
"role_weight": 1,
"ratio": 1.453914,
"bounded_ratio": 1.453914,
"weekly_return_pct": -17.3161
},
{
"ticker": "QLYS",
"role": "speculative",
"role_weight": 0.4,
"ratio": 1.033879,
"bounded_ratio": 1.033879,
"weekly_return_pct": -13.3136
},
{
"ticker": "RPD",
"role": "picks_shovels",
"role_weight": 0.7,
"ratio": 0.990419,
"bounded_ratio": 0.990419,
"weekly_return_pct": -9.6019
},
{
"ticker": "S",
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"role_weight": 0.85,
"ratio": 0.701002,
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"weekly_return_pct": -16.6861
},
{
"ticker": "TENB",
"role": "picks_shovels",
"role_weight": 0.7,
"ratio": 0.795575,
"bounded_ratio": 0.795575,
"weekly_return_pct": -14.7161
},
{
"ticker": "VRNS",
"role": "speculative",
"role_weight": 0.4,
"ratio": 0.912276,
"bounded_ratio": 0.912276,
"weekly_return_pct": -0.1844
},
{
"ticker": "ZS",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 0.734131,
"bounded_ratio": 0.734131,
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],
"excluded": [],
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"composition_version": "4813074059ac6aee",
"snapshot_generated_at": "2026-11-06T07:45:27+00:00",
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"snapshot_stale": false,
"snapshot_stale_after_seconds": 129600,
"source": "Yahoo Finance daily adjusted prices and trading volume",
"source_url": "https://thewaveproject.cloud/api/narrative-volume.php",
"methodology": "Ratios of last 5 sessions against the preceding 20, aligned with SPY. Median and role-weighted mean are distinct; only the weighted mean clamps ratios to [0.25,4]. Thresholds 0.8/1.2 are descriptive, not calibrated signals. No inference of capital flows. Current constituents, not a historical investable index.",
"date_kind": "last_common_completed_daily_bar",
"verification": "provider_records_not_independently_verified"
}
},
{
"id": "glp1",
"name": "GLP-1 / Obesity Drugs",
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"phase": "accelerating",
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"days_in_phase": null,
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"components_static": [
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"name": "Novo Nordisk",
"label": "watch_breakout",
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},
{
"t": "LLY",
"name": "Eli Lilly",
"label": "watch_breakout",
"why": "Mounjaro rival. Rally espectacular."
},
{
"t": "HIMS",
"name": "Hims & Hers",
"label": "exit_now",
"why": "Distribución digital GLP-1. Burbuja."
},
{
"t": "AMGN",
"name": "Amgen",
"label": "watch_breakout",
"why": "MariTide competidor."
},
{
"t": "GILD",
"name": "Gilead",
"label": "watch_breakout",
"why": "Vonveplatide en desarrollo."
},
{
"t": "REGN",
"name": "Regeneron",
"label": "watch_breakout",
"why": "Tirzepaptida competencia."
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],
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},
{
"t": "ALT",
"name": "Altimmune",
"label": "exit_now",
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},
{
"t": "TEVA",
"name": "Teva",
"label": "watch_breakout",
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},
{
"t": "ZTS",
"name": "Zoetis",
"label": "dont_touch",
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},
{
"t": "CRSP",
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"label": "cooling",
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{
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{
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{
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{
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{
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{
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{
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},
{
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"name": "Biotech & Oncología",
"block": "health",
"phase": "exhausting",
"score": 50,
"phase_since": null,
"days_in_phase": null,
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"label": "dont_touch",
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{
"t": "BNTX",
"name": "BioNTech",
"label": "cooling",
"why": "Socio Pfizer. Inversión."
},
{
"t": "VRTX",
"name": "Vertex",
"label": "watch_breakout",
"why": "Fibrosis quística. Edmontón."
},
{
"t": "REGN",
"name": "Regeneron",
"label": "watch_breakout",
"why": "Anticuerpos monoclonales."
},
{
"t": "BMRN",
"name": "Biomarin",
"label": "dont_touch",
"why": "Enfermedades raras."
},
{
"t": "INCY",
"name": "Incyte",
"label": "clear_candidate",
"why": "Oncología JAK."
},
{
"t": "ACAD",
"name": "ACADIA",
"label": "watch_breakout",
"why": "Psiquiatría."
}
],
"derivatives": [
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"t": "ALNY",
"name": "Alnylam",
"label": "exit_now",
"why": "RNAi terapias."
},
{
"t": "RXRX",
"name": "Recursion",
"label": "exit_now",
"why": "IA+biotech. Esperanzado."
},
{
"t": "NVAX",
"name": "Novavax",
"label": "cooling",
"why": "Vacunas. Post-COVID decline."
},
{
"t": "FATE",
"name": "Fate Therapeutics",
"label": "exit_now",
"why": "Terapia celular."
}
],
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"contributors": [
{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
"ticker": "VRTX",
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"ratio": 2.004156,
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"source_url": "https://thewaveproject.cloud/api/narrative-volume.php",
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"date_kind": "last_common_completed_daily_bar",
"verification": "provider_records_not_independently_verified"
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},
{
"id": "robotics",
"name": "Robótica & Humanoides",
"block": "tech",
"phase": "exhausting",
"score": 20,
"phase_since": null,
"days_in_phase": null,
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"components_static": [
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"thesis": "Humanoides capturando imaginación. Ciclo capex manufactura. Largo plazo.",
"leaders": [
{
"t": "TSLA",
"name": "Tesla",
"label": "cooling",
"why": "Optimus. AI + robotics. Extendida."
},
{
"t": "ISRG",
"name": "Intuitive Surgical",
"label": "clear_candidate",
"why": "Robots quirúrgicos. Monopolio."
},
{
"t": "IR",
"name": "Ingersoll Rand",
"label": "watch_breakout",
"why": "Robots industriales. Confiable."
},
{
"t": "FANUY",
"name": "Fanuc",
"label": "exit_now",
"why": "Robots manufactureros. Líder Japón."
}
],
"derivatives": [
{
"t": "PATH",
"name": "ArcBest / Patriot",
"label": "cooling",
"why": "Drones logística. Especulativo."
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{
"t": "HON",
"name": "Honeywell",
"label": "watch_breakout",
"why": "Automación industrial."
},
{
"t": "ROK",
"name": "Rockwell",
"label": "exit_now",
"why": "Control industrial."
},
{
"t": "EMR",
"name": "Emerson",
"label": "watch_breakout",
"why": "Automatización proceso."
},
{
"t": "TER",
"name": "Teradyne",
"label": "exit_now",
"why": "Test robots."
},
{
"t": "APTV",
"name": "Aptiv",
"label": "cooling",
"why": "Autos autónomos."
},
{
"t": "AIRO",
"name": "AeroVironment",
"label": "exit_now",
"why": "Aspiradoras robot. Depresión."
},
{
"t": "NNDM",
"name": "Nano Dimension",
"label": "exit_now",
"why": "3D printing. Esperanzado."
}
],
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{
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{
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{
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},
{
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{
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{
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{
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{
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},
{
"ticker": "TSLA",
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"ratio": 1.289442,
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"date_kind": "last_common_completed_daily_bar",
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},
{
"id": "quantum",
"name": "Computación Cuántica",
"block": "tech",
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"score": 4,
"phase_since": null,
"days_in_phase": null,
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"t": "IONQ",
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"label": "exit_now",
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],
"derivatives": [
{
"t": "RGTI",
"name": "Rigetti",
"label": "exit_now",
"why": "Superconductor. Especulativo."
},
{
"t": "QUBT",
"name": "Quantum Computing",
"label": "exit_now",
"why": "Análogo superconductor. Rally."
},
{
"t": "ARQQ",
"name": "Arqq",
"label": "exit_now",
"why": "Fondo quantum. Burbuja."
},
{
"t": "QBTS",
"name": "D-Wave Quantum",
"label": "exit_now",
"why": "Quantum annealing. SPAC."
}
],
"volume_context": {
"version": "volume-context-v1",
"status": "ok",
"as_of": "2026-11-05",
"baseline_start": "2026-10-02",
"baseline_end": "2026-10-29",
"recent_start": "2026-10-30",
"recent_sessions": 5,
"baseline_sessions": 20,
"overlap": false,
"expected": 5,
"contributor_count": 5,
"coverage": 1,
"median_ratio": 1.044,
"role_weighted_ratio": 1.064,
"weighted_status": "ok",
"role_weights": {
"leader": 1,
"follower_strong": 0.85,
"picks_shovels": 0.7,
"derivative": 0.5,
"speculative": 0.4,
"follower": 0.4
},
"per_ticker_clamp": [
0.25,
4
],
"minimum_coverage": 0.7,
"above_1_2_count": 0,
"above_1_2_pct": 0,
"below_0_8_count": 0,
"below_0_8_pct": 0,
"threshold_status": "descriptive_not_calibrated",
"weekly_return_pct": -20.8782,
"weekly_price_breadth_pct": 0,
"contributors": [
{
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"role": "speculative",
"role_weight": 0.4,
"ratio": 1.067104,
"bounded_ratio": 1.067104,
"weekly_return_pct": -30.2273
},
{
"ticker": "IONQ",
"role": "leader",
"role_weight": 1,
"ratio": 1.030047,
"bounded_ratio": 1.030047,
"weekly_return_pct": -16.6772
},
{
"ticker": "QBTS",
"role": "derivative",
"role_weight": 0.5,
"ratio": 1.041504,
"bounded_ratio": 1.041504,
"weekly_return_pct": -21.7128
},
{
"ticker": "QUBT",
"role": "speculative",
"role_weight": 0.4,
"ratio": 1.198344,
"bounded_ratio": 1.198344,
"weekly_return_pct": -17.4487
},
{
"ticker": "RGTI",
"role": "derivative",
"role_weight": 0.5,
"ratio": 1.04434,
"bounded_ratio": 1.04434,
"weekly_return_pct": -18.325
}
],
"excluded": [],
"unknown_role_tickers": [],
"role_weight_coverage": 1,
"composition_version": "d1f6a5e515dec3dd",
"snapshot_generated_at": "2026-11-06T07:45:27+00:00",
"snapshot_age_seconds": 24170,
"snapshot_stale": false,
"snapshot_stale_after_seconds": 129600,
"source": "Yahoo Finance daily adjusted prices and trading volume",
"source_url": "https://thewaveproject.cloud/api/narrative-volume.php",
"methodology": "Ratios of last 5 sessions against the preceding 20, aligned with SPY. Median and role-weighted mean are distinct; only the weighted mean clamps ratios to [0.25,4]. Thresholds 0.8/1.2 are descriptive, not calibrated signals. No inference of capital flows. Current constituents, not a historical investable index.",
"date_kind": "last_common_completed_daily_bar",
"verification": "provider_records_not_independently_verified"
}
},
{
"id": "crypto",
"name": "Crypto Infrastructure",
"block": "crypto",
"phase": "exhausting",
"score": 7,
"phase_since": null,
"days_in_phase": null,
"phase_since_truncated": false,
"components_static": [
"trend",
"buzz",
"market",
"momentum",
"delta_month"
],
"components_static_since": "2026-02-01",
"momentum_1w": -16.9,
"momentum_score": 7,
"predictive_score": 38,
"predictive_components": {
"volume": 64,
"breadth": 0,
"liquidity": 50,
"fear_greed": 35
},
"rs_1m": -20.31,
"rs_1m_smooth": -23.33,
"rs_smooth_n": 5,
"rs_rank": 16,
"rs_total": 16,
"rs_pct": 3,
"phase_model": "phase-2026-09-15.1",
"phase_candidate": "collapsing",
"phase_confirmed": false,
"phase_reason": "Caída semanal intensa y retorno mensual negativo.",
"phase_asof": "2026-11-05",
"phase_streak": 1,
"phase_acceleration": -12.464,
"phase_coverage": 1,
"thesis": "Rally institucional de crypto. Bitcoin momentum. Narrativa en expansión.",
"leaders": [
{
"t": "COIN",
"name": "Coinbase",
"label": "exit_now",
"why": "Exchange crypto. Pasaporte. Extendida."
},
{
"t": "MSTR",
"name": "MicroStrategy",
"label": "exit_now",
"why": "Bitcoin treasury. Rally extremo."
},
{
"t": "RIOT",
"name": "Riot Platforms",
"label": "exit_now",
"why": "Bitcoin mining. Especulación."
},
{
"t": "CLSK",
"name": "Cleanspark",
"label": "exit_now",
"why": "Bitcoin mining sostenible."
},
{
"t": "MARA",
"name": "Marathon Digital",
"label": "exit_now",
"why": "Bitcoin mining. Ciclos."
},
{
"t": "HUT",
"name": "Hut 8",
"label": "exit_now",
"why": "Bitcoin mining Canadá."
}
],
"derivatives": [
{
"t": "BTDR",
"name": "Betaseed",
"label": "exit_now",
"why": "Cripto derivados."
},
{
"t": "HOOD",
"name": "Robinhood",
"label": "exit_now",
"why": "Trading crypto retail."
},
{
"t": "BTBT",
"name": "Bit Theorem",
"label": "exit_now",
"why": "Cripto trading."
}
],
"volume_context": {
"version": "volume-context-v1",
"status": "ok",
"as_of": "2026-11-05",
"baseline_start": "2026-10-02",
"baseline_end": "2026-10-29",
"recent_start": "2026-10-30",
"recent_sessions": 5,
"baseline_sessions": 20,
"overlap": false,
"expected": 9,
"contributor_count": 9,
"coverage": 1,
"median_ratio": 1.455,
"role_weighted_ratio": 1.491,
"weighted_status": "ok",
"role_weights": {
"leader": 1,
"follower_strong": 0.85,
"picks_shovels": 0.7,
"derivative": 0.5,
"speculative": 0.4,
"follower": 0.4
},
"per_ticker_clamp": [
0.25,
4
],
"minimum_coverage": 0.7,
"above_1_2_count": 6,
"above_1_2_pct": 66.7,
"below_0_8_count": 0,
"below_0_8_pct": 0,
"threshold_status": "descriptive_not_calibrated",
"weekly_return_pct": -18.2589,
"weekly_price_breadth_pct": 11.1,
"contributors": [
{
"ticker": "BTBT",
"role": "speculative",
"role_weight": 0.4,
"ratio": 1.756612,
"bounded_ratio": 1.756612,
"weekly_return_pct": -24.3301
},
{
"ticker": "BTDR",
"role": "speculative",
"role_weight": 0.4,
"ratio": 1.23657,
"bounded_ratio": 1.23657,
"weekly_return_pct": -29.9472
},
{
"ticker": "CLSK",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 1.454753,
"bounded_ratio": 1.454753,
"weekly_return_pct": -30.7317
},
{
"ticker": "COIN",
"role": "leader",
"role_weight": 1,
"ratio": 1.633504,
"bounded_ratio": 1.633504,
"weekly_return_pct": -14.8017
},
{
"ticker": "HOOD",
"role": "picks_shovels",
"role_weight": 0.7,
"ratio": 1.158732,
"bounded_ratio": 1.158732,
"weekly_return_pct": -14.4121
},
{
"ticker": "HUT",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 1.492134,
"bounded_ratio": 1.492134,
"weekly_return_pct": -30.8399
},
{
"ticker": "MARA",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 1.105903,
"bounded_ratio": 1.105903,
"weekly_return_pct": -17.9916
},
{
"ticker": "MSTR",
"role": "leader",
"role_weight": 1,
"ratio": 1.12127,
"bounded_ratio": 1.12127,
"weekly_return_pct": -8.6993
},
{
"ticker": "RIOT",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 2.445828,
"bounded_ratio": 2.445828,
"weekly_return_pct": 7.4236
}
],
"excluded": [],
"unknown_role_tickers": [],
"role_weight_coverage": 1,
"composition_version": "13fe4668c4d6804b",
"snapshot_generated_at": "2026-11-06T07:45:27+00:00",
"snapshot_age_seconds": 24170,
"snapshot_stale": false,
"snapshot_stale_after_seconds": 129600,
"source": "Yahoo Finance daily adjusted prices and trading volume",
"source_url": "https://thewaveproject.cloud/api/narrative-volume.php",
"methodology": "Ratios of last 5 sessions against the preceding 20, aligned with SPY. Median and role-weighted mean are distinct; only the weighted mean clamps ratios to [0.25,4]. Thresholds 0.8/1.2 are descriptive, not calibrated signals. No inference of capital flows. Current constituents, not a historical investable index.",
"date_kind": "last_common_completed_daily_bar",
"verification": "provider_records_not_independently_verified"
}
},
{
"id": "reindustrialization",
"name": "Reindustrialización USA",
"block": "industrial",
"phase": "recovering",
"score": 18,
"phase_since": null,
"days_in_phase": null,
"phase_since_truncated": false,
"components_static": [
"trend",
"buzz",
"market",
"momentum",
"delta_month"
],
"components_static_since": "2026-02-01",
"momentum_1w": -7.7,
"momentum_score": 0,
"predictive_score": 38,
"predictive_components": {
"volume": 65,
"breadth": 0,
"liquidity": 50,
"fear_greed": 35
},
"rs_1m": 1.95,
"rs_1m_smooth": 2.23,
"rs_smooth_n": 5,
"rs_rank": 9,
"rs_total": 16,
"rs_pct": 47,
"phase_model": "phase-2026-09-15.1",
"phase_candidate": "collapsing",
"phase_confirmed": false,
"phase_reason": "Caída semanal intensa y retorno mensual negativo.",
"phase_asof": "2026-11-05",
"phase_streak": 1,
"phase_acceleration": -7.748,
"phase_coverage": 1,
"thesis": "Ciclo capex multi-año. Inversión infraestructura. Spreads estrechos.",
"leaders": [
{
"t": "CAT",
"name": "Caterpillar",
"label": "exit_now",
"why": "Equipos construcción. Sólida."
},
{
"t": "DE",
"name": "Deere",
"label": "clear_candidate",
"why": "Equipos agrícolas. Ciclo."
},
{
"t": "ETN",
"name": "Eaton",
"label": "exit_now",
"why": "Power management."
},
{
"t": "EMR",
"name": "Emerson",
"label": "watch_breakout",
"why": "Automatización."
},
{
"t": "GE",
"name": "General Electric",
"label": "watch_breakout",
"why": "Spinoffs industriales."
}
],
"derivatives": [
{
"t": "DOV",
"name": "Dover",
"label": "watch_breakout",
"why": "Equipos especializados."
},
{
"t": "ITW",
"name": "Itw",
"label": "clear_candidate",
"why": "Componentes manufact."
},
{
"t": "AME",
"name": "Ametek",
"label": "cooling",
"why": "Instrumentación."
},
{
"t": "PH",
"name": "Parker Hannifin",
"label": "cooling",
"why": "Hidráulica, neumática."
},
{
"t": "ROK",
"name": "Rockwell",
"label": "exit_now",
"why": "Control automation."
},
{
"t": "MTZ",
"name": "Mastec",
"label": "exit_now",
"why": "Contractor infraestructura."
},
{
"t": "PRIM",
"name": "Primotech",
"label": "exit_now",
"why": "Ingeniería."
}
],
"volume_context": {
"version": "volume-context-v1",
"status": "ok",
"as_of": "2026-11-05",
"baseline_start": "2026-10-02",
"baseline_end": "2026-10-29",
"recent_start": "2026-10-30",
"recent_sessions": 5,
"baseline_sessions": 20,
"overlap": false,
"expected": 12,
"contributor_count": 12,
"coverage": 1,
"median_ratio": 1.542,
"role_weighted_ratio": 1.566,
"weighted_status": "ok",
"role_weights": {
"leader": 1,
"follower_strong": 0.85,
"picks_shovels": 0.7,
"derivative": 0.5,
"speculative": 0.4,
"follower": 0.4
},
"per_ticker_clamp": [
0.25,
4
],
"minimum_coverage": 0.7,
"above_1_2_count": 11,
"above_1_2_pct": 91.7,
"below_0_8_count": 0,
"below_0_8_pct": 0,
"threshold_status": "descriptive_not_calibrated",
"weekly_return_pct": -8.3493,
"weekly_price_breadth_pct": 25,
"contributors": [
{
"ticker": "AME",
"role": "picks_shovels",
"role_weight": 0.7,
"ratio": 2.058721,
"bounded_ratio": 2.058721,
"weekly_return_pct": -11.4346
},
{
"ticker": "CAT",
"role": "leader",
"role_weight": 1,
"ratio": 1.678642,
"bounded_ratio": 1.678642,
"weekly_return_pct": -14.4812
},
{
"ticker": "DE",
"role": "leader",
"role_weight": 1,
"ratio": 1.213759,
"bounded_ratio": 1.213759,
"weekly_return_pct": 0.5015
},
{
"ticker": "DOV",
"role": "picks_shovels",
"role_weight": 0.7,
"ratio": 1.537623,
"bounded_ratio": 1.537623,
"weekly_return_pct": -3.7125
},
{
"ticker": "EMR",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 1.54665,
"bounded_ratio": 1.54665,
"weekly_return_pct": -4.7616
},
{
"ticker": "ETN",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 1.853494,
"bounded_ratio": 1.853494,
"weekly_return_pct": -16.941
},
{
"ticker": "GE",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 1.08843,
"bounded_ratio": 1.08843,
"weekly_return_pct": 0.5367
},
{
"ticker": "ITW",
"role": "picks_shovels",
"role_weight": 0.7,
"ratio": 1.208822,
"bounded_ratio": 1.208822,
"weekly_return_pct": 1.425
},
{
"ticker": "MTZ",
"role": "speculative",
"role_weight": 0.4,
"ratio": 2.15869,
"bounded_ratio": 2.15869,
"weekly_return_pct": -10.6175
},
{
"ticker": "PH",
"role": "picks_shovels",
"role_weight": 0.7,
"ratio": 2.004987,
"bounded_ratio": 2.004987,
"weekly_return_pct": -3.8947
},
{
"ticker": "PRIM",
"role": "speculative",
"role_weight": 0.4,
"ratio": 1.313533,
"bounded_ratio": 1.313533,
"weekly_return_pct": -21.2273
},
{
"ticker": "ROK",
"role": "picks_shovels",
"role_weight": 0.7,
"ratio": 1.427997,
"bounded_ratio": 1.427997,
"weekly_return_pct": -15.5848
}
],
"excluded": [],
"unknown_role_tickers": [],
"role_weight_coverage": 1,
"composition_version": "daa269ac7b09c7d2",
"snapshot_generated_at": "2026-11-06T07:45:27+00:00",
"snapshot_age_seconds": 24170,
"snapshot_stale": false,
"snapshot_stale_after_seconds": 129600,
"source": "Yahoo Finance daily adjusted prices and trading volume",
"source_url": "https://thewaveproject.cloud/api/narrative-volume.php",
"methodology": "Ratios of last 5 sessions against the preceding 20, aligned with SPY. Median and role-weighted mean are distinct; only the weighted mean clamps ratios to [0.25,4]. Thresholds 0.8/1.2 are descriptive, not calibrated signals. No inference of capital flows. Current constituents, not a historical investable index.",
"date_kind": "last_common_completed_daily_bar",
"verification": "provider_records_not_independently_verified"
}
},
{
"id": "commodities",
"name": "Materias Primas & Energía",
"block": "industrial",
"phase": "exhausting",
"score": 23,
"phase_since": null,
"days_in_phase": null,
"phase_since_truncated": false,
"components_static": [
"trend",
"buzz",
"market",
"momentum",
"delta_month"
],
"components_static_since": "2026-02-01",
"momentum_1w": -4,
"momentum_score": 13.8,
"predictive_score": 36,
"predictive_components": {
"volume": 59,
"breadth": 0,
"liquidity": 50,
"fear_greed": 35
},
"rs_1m": 4.7,
"rs_1m_smooth": 3.68,
"rs_smooth_n": 5,
"rs_rank": 8,
"rs_total": 16,
"rs_pct": 53,
"phase_model": "phase-2026-09-15.1",
"phase_candidate": "exhausting",
"phase_confirmed": false,
"phase_reason": "La estructura pierde fuerza sin cumplir una caída intensa.",
"phase_asof": "2026-11-05",
"phase_streak": 2,
"phase_acceleration": -3.494,
"phase_coverage": 1,
"thesis": "Ciclos cíclicos. Recesión de demanda china. Volatilidad alta.",
"leaders": [
{
"t": "FCX",
"name": "Freeport-McMoRan",
"label": "exit_now",
"why": "Cobre y oro."
},
{
"t": "VALE",
"name": "Vale",
"label": "exit_now",
"why": "Hierro Brasil."
},
{
"t": "RIO",
"name": "Rio Tinto",
"label": "exit_now",
"why": "Minería diversificada."
},
{
"t": "BHP",
"name": "BHP",
"label": "cooling",
"why": "Minería Australia."
},
{
"t": "NEM",
"name": "Newmont",
"label": "watch_breakout",
"why": "Oro productor."
},
{
"t": "GOLD",
"name": "Barrick Gold",
"label": "cooling",
"why": "Oro grande."
},
{
"t": "XOM",
"name": "ExxonMobil",
"label": "cooling",
"why": "Petróleo integrado."
},
{
"t": "CVX",
"name": "Chevron",
"label": "dont_touch",
"why": "Petróleo integrado."
},
{
"t": "OXY",
"name": "Occidental",
"label": "cooling",
"why": "Petróleo upstream."
},
{
"t": "COP",
"name": "ConocoPhillips",
"label": "dont_touch",
"why": "Petróleo exploración."
},
{
"t": "GLD",
"name": "Gold ETF",
"label": "dont_touch",
"why": "Oro físico. Presión dolar."
}
],
"derivatives": [
{
"t": "WPM",
"name": "Wheaton Precious",
"label": "dont_touch",
"why": "Royalty oro/plata."
},
{
"t": "HAL",
"name": "Halliburton",
"label": "cooling",
"why": "Servicios petróleo."
}
],
"volume_context": {
"version": "volume-context-v1",
"status": "ok",
"as_of": "2026-11-05",
"baseline_start": "2026-10-02",
"baseline_end": "2026-10-29",
"recent_start": "2026-10-30",
"recent_sessions": 5,
"baseline_sessions": 20,
"overlap": false,
"expected": 13,
"contributor_count": 13,
"coverage": 1,
"median_ratio": 1.392,
"role_weighted_ratio": 1.532,
"weighted_status": "ok",
"role_weights": {
"leader": 1,
"follower_strong": 0.85,
"picks_shovels": 0.7,
"derivative": 0.5,
"speculative": 0.4,
"follower": 0.4
},
"per_ticker_clamp": [
0.25,
4
],
"minimum_coverage": 0.7,
"above_1_2_count": 11,
"above_1_2_pct": 84.6,
"below_0_8_count": 0,
"below_0_8_pct": 0,
"threshold_status": "descriptive_not_calibrated",
"weekly_return_pct": -3.8127,
"weekly_price_breadth_pct": 30.8,
"contributors": [
{
"ticker": "BHP",
"role": "leader",
"role_weight": 1,
"ratio": 1.332596,
"bounded_ratio": 1.332596,
"weekly_return_pct": -3.9599
},
{
"ticker": "COP",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 1.610575,
"bounded_ratio": 1.610575,
"weekly_return_pct": -9.7114
},
{
"ticker": "CVX",
"role": "leader",
"role_weight": 1,
"ratio": 1.366706,
"bounded_ratio": 1.366706,
"weekly_return_pct": -8.0057
},
{
"ticker": "FCX",
"role": "leader",
"role_weight": 1,
"ratio": 1.39166,
"bounded_ratio": 1.39166,
"weekly_return_pct": -12.4584
},
{
"ticker": "GLD",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 1.37407,
"bounded_ratio": 1.37407,
"weekly_return_pct": 1.8775
},
{
"ticker": "GOLD",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 2.758019,
"bounded_ratio": 2.758019,
"weekly_return_pct": -2.6978
},
{
"ticker": "HAL",
"role": "picks_shovels",
"role_weight": 0.7,
"ratio": 1.029594,
"bounded_ratio": 1.029594,
"weekly_return_pct": -11.0864
},
{
"ticker": "NEM",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 1.518737,
"bounded_ratio": 1.518737,
"weekly_return_pct": 7.0751
},
{
"ticker": "OXY",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 1.324093,
"bounded_ratio": 1.324093,
"weekly_return_pct": -10.5539
},
{
"ticker": "RIO",
"role": "leader",
"role_weight": 1,
"ratio": 1.424108,
"bounded_ratio": 1.424108,
"weekly_return_pct": -0.1081
},
{
"ticker": "VALE",
"role": "leader",
"role_weight": 1,
"ratio": 0.91129,
"bounded_ratio": 0.91129,
"weekly_return_pct": 2.415
},
{
"ticker": "WPM",
"role": "picks_shovels",
"role_weight": 0.7,
"ratio": 2.522983,
"bounded_ratio": 2.522983,
"weekly_return_pct": 7.4639
},
{
"ticker": "XOM",
"role": "leader",
"role_weight": 1,
"ratio": 1.640013,
"bounded_ratio": 1.640013,
"weekly_return_pct": -9.815
}
],
"excluded": [],
"unknown_role_tickers": [],
"role_weight_coverage": 1,
"composition_version": "38a5e23de6c47cab",
"snapshot_generated_at": "2026-11-06T07:45:27+00:00",
"snapshot_age_seconds": 24170,
"snapshot_stale": false,
"snapshot_stale_after_seconds": 129600,
"source": "Yahoo Finance daily adjusted prices and trading volume",
"source_url": "https://thewaveproject.cloud/api/narrative-volume.php",
"methodology": "Ratios of last 5 sessions against the preceding 20, aligned with SPY. Median and role-weighted mean are distinct; only the weighted mean clamps ratios to [0.25,4]. Thresholds 0.8/1.2 are descriptive, not calibrated signals. No inference of capital flows. Current constituents, not a historical investable index.",
"date_kind": "last_common_completed_daily_bar",
"verification": "provider_records_not_independently_verified"
}
},
{
"id": "space",
"name": "Espacio & Satélites",
"block": "emerging",
"phase": "exhausting",
"score": 18,
"phase_since": null,
"days_in_phase": null,
"phase_since_truncated": false,
"components_static": [
"trend",
"buzz",
"market",
"momentum",
"delta_month"
],
"components_static_since": "2026-02-01",
"momentum_1w": -13.2,
"momentum_score": 4.7,
"predictive_score": 28,
"predictive_components": {
"volume": 35,
"breadth": 0,
"liquidity": 50,
"fear_greed": 35
},
"rs_1m": -9.94,
"rs_1m_smooth": -10.42,
"rs_smooth_n": 5,
"rs_rank": 12,
"rs_total": 16,
"rs_pct": 28,
"phase_model": "phase-2026-09-15.1",
"phase_candidate": "collapsing",
"phase_confirmed": false,
"phase_reason": "Caída semanal intensa y retorno mensual negativo.",
"phase_asof": "2026-11-05",
"phase_streak": 1,
"phase_acceleration": -11.303,
"phase_coverage": 1,
"thesis": "Comercialización espacio. Starlink aportando demanda. Largo ciclo.",
"leaders": [
{
"t": "SPCX",
"name": "SpaceX",
"label": "exit_now",
"why": "Lanzamiento + Starlink. IPO jun-2026, -24% en el mes."
},
{
"t": "RKLB",
"name": "Rocket Lab",
"label": "exit_now",
"why": "Lanzamiento pequeño. SPAC rally."
},
{
"t": "IRDM",
"name": "Iridium",
"label": "cooling",
"why": "Satélites comunicaciones."
},
{
"t": "GSAT",
"name": "Globalstar",
"label": "watch_breakout",
"why": "Satélites secundarias."
}
],
"derivatives": [
{
"t": "SPCE",
"name": "Virgin Galactic",
"label": "exit_now",
"why": "Turismo espacial. Especulativo."
},
{
"t": "RDW",
"name": "Redwire",
"label": "exit_now",
"why": "Componentes espaciales. SPAC."
},
{
"t": "BA",
"name": "Boeing",
"label": "cooling",
"why": "Lanzamiento SLS. Defensa."
},
{
"t": "PL",
"name": "Planet Labs",
"label": "exit_now",
"why": "Estación espacial privada."
},
{
"t": "BKSY",
"name": "BlackSky Technology",
"label": "cooling",
"why": "Satélites ambición. Especulación."
},
{
"t": "LUNR",
"name": "Intuitive Machines",
"label": "exit_now",
"why": "Luna. Ambición. SPAC."
}
],
"volume_context": {
"version": "volume-context-v1",
"status": "ok",
"as_of": "2026-11-05",
"baseline_start": "2026-10-02",
"baseline_end": "2026-10-29",
"recent_start": "2026-10-30",
"recent_sessions": 5,
"baseline_sessions": 20,
"overlap": false,
"expected": 10,
"contributor_count": 10,
"coverage": 1,
"median_ratio": 1.008,
"role_weighted_ratio": 1.102,
"weighted_status": "ok",
"role_weights": {
"leader": 1,
"follower_strong": 0.85,
"picks_shovels": 0.7,
"derivative": 0.5,
"speculative": 0.4,
"follower": 0.4
},
"per_ticker_clamp": [
0.25,
4
],
"minimum_coverage": 0.7,
"above_1_2_count": 3,
"above_1_2_pct": 30,
"below_0_8_count": 1,
"below_0_8_pct": 10,
"threshold_status": "descriptive_not_calibrated",
"weekly_return_pct": -13.7513,
"weekly_price_breadth_pct": 0,
"contributors": [
{
"ticker": "BA",
"role": "picks_shovels",
"role_weight": 0.7,
"ratio": 0.884615,
"bounded_ratio": 0.884615,
"weekly_return_pct": -0.0869
},
{
"ticker": "BKSY",
"role": "speculative",
"role_weight": 0.4,
"ratio": 1.419497,
"bounded_ratio": 1.419497,
"weekly_return_pct": -0.4167
},
{
"ticker": "GSAT",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 1.651903,
"bounded_ratio": 1.651903,
"weekly_return_pct": 0
},
{
"ticker": "IRDM",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 0.850038,
"bounded_ratio": 0.850038,
"weekly_return_pct": -8.7514
},
{
"ticker": "LUNR",
"role": "derivative",
"role_weight": 0.5,
"ratio": 0.997704,
"bounded_ratio": 0.997704,
"weekly_return_pct": -26.1986
},
{
"ticker": "PL",
"role": "derivative",
"role_weight": 0.5,
"ratio": 0.796404,
"bounded_ratio": 0.796404,
"weekly_return_pct": -20.5451
},
{
"ticker": "RDW",
"role": "derivative",
"role_weight": 0.5,
"ratio": 1.342719,
"bounded_ratio": 1.342719,
"weekly_return_pct": -32.4236
},
{
"ticker": "RKLB",
"role": "leader",
"role_weight": 1,
"ratio": 1.018525,
"bounded_ratio": 1.018525,
"weekly_return_pct": -22.1827
},
{
"ticker": "SPCE",
"role": "derivative",
"role_weight": 0.5,
"ratio": 0.917853,
"bounded_ratio": 0.917853,
"weekly_return_pct": -12.8205
},
{
"ticker": "SPCX",
"role": "leader",
"role_weight": 1,
"ratio": 1.134467,
"bounded_ratio": 1.134467,
"weekly_return_pct": -14.0871
}
],
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"unknown_role_tickers": [],
"role_weight_coverage": 1,
"composition_version": "1c270262ba4d222a",
"snapshot_generated_at": "2026-11-06T07:45:27+00:00",
"snapshot_age_seconds": 24170,
"snapshot_stale": false,
"snapshot_stale_after_seconds": 129600,
"source": "Yahoo Finance daily adjusted prices and trading volume",
"source_url": "https://thewaveproject.cloud/api/narrative-volume.php",
"methodology": "Ratios of last 5 sessions against the preceding 20, aligned with SPY. Median and role-weighted mean are distinct; only the weighted mean clamps ratios to [0.25,4]. Thresholds 0.8/1.2 are descriptive, not calibrated signals. No inference of capital flows. Current constituents, not a historical investable index.",
"date_kind": "last_common_completed_daily_bar",
"verification": "provider_records_not_independently_verified"
}
},
{
"id": "fintech",
"name": "Fintech & Pagos",
"block": "emerging",
"phase": "exhausting",
"score": 54,
"phase_since": null,
"days_in_phase": null,
"phase_since_truncated": false,
"components_static": [
"trend",
"buzz",
"market",
"momentum",
"delta_month"
],
"components_static_since": "2026-02-01",
"momentum_1w": -0.3,
"momentum_score": 50.9,
"predictive_score": 45,
"predictive_components": {
"volume": 63,
"breadth": 25,
"liquidity": 50,
"fear_greed": 35
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"rs_1m": 10.32,
"rs_1m_smooth": 7.88,
"rs_smooth_n": 5,
"rs_rank": 5,
"rs_total": 16,
"rs_pct": 72,
"phase_model": "phase-2026-09-15.1",
"phase_candidate": "consolidating",
"phase_confirmed": false,
"phase_reason": "Movimiento dentro de la banda de ruido observada.",
"phase_asof": "2026-11-05",
"phase_streak": 1,
"phase_acceleration": -0.381,
"phase_coverage": 1,
"thesis": "Consolidación mercado. Competencia intensa. Márgenes bajo presión.",
"leaders": [
{
"t": "V",
"name": "Visa",
"label": "watch_breakout",
"why": "Pagos global. Sólida."
},
{
"t": "MA",
"name": "Mastercard",
"label": "watch_breakout",
"why": "Pagos rival. Confiable."
},
{
"t": "PYPL",
"name": "PayPal",
"label": "clear_candidate",
"why": "Billetera digital. Recuperación."
},
{
"t": "XYZ",
"name": "Block (XYZ)",
"label": "watch_breakout",
"why": "Square + Cash app."
},
{
"t": "HOOD",
"name": "Robinhood",
"label": "exit_now",
"why": "Trading retail."
},
{
"t": "PAY",
"name": "Paymentus",
"label": "watch_breakout",
"why": "Pagos Ámsterdam. Holanda."
}
],
"derivatives": [
{
"t": "NU",
"name": "Nu Holdings",
"label": "exit_now",
"why": "Banco digital Latam."
},
{
"t": "SOFI",
"name": "SoFi",
"label": "dont_touch",
"why": "Banco digital USA. Esperanza."
},
{
"t": "UPST",
"name": "Upstart",
"label": "cooling",
"why": "Lending IA. Recuperación."
},
{
"t": "AFRM",
"name": "Affirm",
"label": "cooling",
"why": "Buy now pay. Competencia."
},
{
"t": "OPEN",
"name": "OpenDoor",
"label": "exit_now",
"why": "Real estate marketplace."
},
{
"t": "FLYW",
"name": "Flywire",
"label": "wait_pullback",
"why": "Pagos internacionales."
},
{
"t": "DASH",
"name": "DoorDash",
"label": "cooling",
"why": "Delivery app. Rentabilidad mejorada."
},
{
"t": "UBER",
"name": "Uber Technologies",
"label": "dont_touch",
"why": "Movilidad + Uber Eats. Operaciones maduras."
}
],
"volume_context": {
"version": "volume-context-v1",
"status": "ok",
"as_of": "2026-11-05",
"baseline_start": "2026-10-02",
"baseline_end": "2026-10-29",
"recent_start": "2026-10-30",
"recent_sessions": 5,
"baseline_sessions": 20,
"overlap": false,
"expected": 14,
"contributor_count": 14,
"coverage": 1,
"median_ratio": 1.413,
"role_weighted_ratio": 1.66,
"weighted_status": "ok",
"role_weights": {
"leader": 1,
"follower_strong": 0.85,
"picks_shovels": 0.7,
"derivative": 0.5,
"speculative": 0.4,
"follower": 0.4
},
"per_ticker_clamp": [
0.25,
4
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"minimum_coverage": 0.7,
"above_1_2_count": 9,
"above_1_2_pct": 64.3,
"below_0_8_count": 0,
"below_0_8_pct": 0,
"threshold_status": "descriptive_not_calibrated",
"weekly_return_pct": -0.8428,
"weekly_price_breadth_pct": 57.1,
"contributors": [
{
"ticker": "AFRM",
"role": "derivative",
"role_weight": 0.5,
"ratio": 1.341223,
"bounded_ratio": 1.341223,
"weekly_return_pct": -6.9214
},
{
"ticker": "DASH",
"role": "follower",
"role_weight": 0.4,
"ratio": 2.492751,
"bounded_ratio": 2.492751,
"weekly_return_pct": 0.514
},
{
"ticker": "FLYW",
"role": "picks_shovels",
"role_weight": 0.7,
"ratio": 3.222169,
"bounded_ratio": 3.222169,
"weekly_return_pct": 10.2125
},
{
"ticker": "HOOD",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 1.158732,
"bounded_ratio": 1.158732,
"weekly_return_pct": -14.4121
},
{
"ticker": "MA",
"role": "leader",
"role_weight": 1,
"ratio": 1.368921,
"bounded_ratio": 1.368921,
"weekly_return_pct": 3.1807
},
{
"ticker": "NU",
"role": "derivative",
"role_weight": 0.5,
"ratio": 0.944901,
"bounded_ratio": 0.944901,
"weekly_return_pct": -2.5726
},
{
"ticker": "OPEN",
"role": "derivative",
"role_weight": 0.5,
"ratio": 1.078277,
"bounded_ratio": 1.078277,
"weekly_return_pct": -5.7895
},
{
"ticker": "PAY",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 1.816566,
"bounded_ratio": 1.816566,
"weekly_return_pct": 3.4718
},
{
"ticker": "PYPL",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 1.116585,
"bounded_ratio": 1.116585,
"weekly_return_pct": 3.5294
},
{
"ticker": "SOFI",
"role": "derivative",
"role_weight": 0.5,
"ratio": 1.108436,
"bounded_ratio": 1.108436,
"weekly_return_pct": -8.9154
},
{
"ticker": "UBER",
"role": "follower",
"role_weight": 0.4,
"ratio": 1.53986,
"bounded_ratio": 1.53986,
"weekly_return_pct": 4.6243
},
{
"ticker": "UPST",
"role": "picks_shovels",
"role_weight": 0.7,
"ratio": 2.159616,
"bounded_ratio": 2.159616,
"weekly_return_pct": -10.8696
},
{
"ticker": "V",
"role": "leader",
"role_weight": 1,
"ratio": 1.457641,
"bounded_ratio": 1.457641,
"weekly_return_pct": 2.9352
},
{
"ticker": "XYZ",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 2.375625,
"bounded_ratio": 2.375625,
"weekly_return_pct": 9.2138
}
],
"excluded": [],
"unknown_role_tickers": [],
"role_weight_coverage": 1,
"composition_version": "56256120bd18dc58",
"snapshot_generated_at": "2026-11-06T07:45:27+00:00",
"snapshot_age_seconds": 24170,
"snapshot_stale": false,
"snapshot_stale_after_seconds": 129600,
"source": "Yahoo Finance daily adjusted prices and trading volume",
"source_url": "https://thewaveproject.cloud/api/narrative-volume.php",
"methodology": "Ratios of last 5 sessions against the preceding 20, aligned with SPY. Median and role-weighted mean are distinct; only the weighted mean clamps ratios to [0.25,4]. Thresholds 0.8/1.2 are descriptive, not calibrated signals. No inference of capital flows. Current constituents, not a historical investable index.",
"date_kind": "last_common_completed_daily_bar",
"verification": "provider_records_not_independently_verified"
}
},
{
"id": "defensive",
"name": "Sectores Defensivos",
"block": "emerging",
"phase": "mature",
"score": 71,
"phase_since": null,
"days_in_phase": null,
"phase_since_truncated": false,
"components_static": [
"trend",
"buzz",
"market",
"momentum",
"delta_month"
],
"components_static_since": "2026-02-01",
"momentum_1w": 2.6,
"momentum_score": 64.7,
"predictive_score": 66,
"predictive_components": {
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"breadth": 100,
"liquidity": 50,
"fear_greed": 35
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"rs_1m": 19.95,
"rs_1m_smooth": 17.45,
"rs_smooth_n": 5,
"rs_rank": 1,
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"rs_pct": 97,
"phase_model": "phase-2026-09-15.1",
"phase_candidate": "mature",
"phase_confirmed": false,
"phase_reason": "Avance mensual con ritmo semanal estable o más lento.",
"phase_asof": "2026-11-05",
"phase_streak": 1,
"phase_acceleration": 0.376,
"phase_coverage": 1,
"thesis": "Mercado risk-on. Defensivos rezagados. Tasa interes presión.",
"leaders": [
{
"t": "XLU",
"name": "Utilities ETF",
"label": "watch_breakout",
"why": "Sector utilities. Depresión."
},
{
"t": "XLP",
"name": "Consumer Staples ETF",
"label": "clear_candidate",
"why": "Consumo defensivo. Débil."
},
{
"t": "XLV",
"name": "Healthcare ETF",
"label": "watch_breakout",
"why": "Salud defensiva. Rezagada."
},
{
"t": "TLT",
"name": "Treasury Long ETF",
"label": "watch_breakout",
"why": "Bonos largo plazo. Vendidos."
},
{
"t": "JNJ",
"name": "Johnson & Johnson",
"label": "watch_breakout",
"why": "Pharma defensivo. Espera."
},
{
"t": "PG",
"name": "Procter & Gamble",
"label": "watch_breakout",
"why": "Consumo defensivo. Rezago."
},
{
"t": "KO",
"name": "Coca-Cola",
"label": "watch_breakout",
"why": "Bebidas. Presión margen."
},
{
"t": "WMT",
"name": "Walmart",
"label": "clear_candidate",
"why": "Retail defensivo. Algún momentum."
},
{
"t": "BRK-B",
"name": "Berkshire Hathaway B",
"label": "wait_pullback",
"why": "Holding defensivo. Warren."
},
{
"t": "MCD",
"name": "McDonald's",
"label": "wait_pullback",
"why": "QSR defensivo. Débil."
}
],
"derivatives": [
{
"t": "VIG",
"name": "Dividend Growth ETF",
"label": "watch_breakout",
"why": "Dividendos. Depresión."
}
],
"volume_context": {
"version": "volume-context-v1",
"status": "ok",
"as_of": "2026-11-05",
"baseline_start": "2026-10-02",
"baseline_end": "2026-10-29",
"recent_start": "2026-10-30",
"recent_sessions": 5,
"baseline_sessions": 20,
"overlap": false,
"expected": 11,
"contributor_count": 11,
"coverage": 1,
"median_ratio": 1.376,
"role_weighted_ratio": 1.422,
"weighted_status": "ok",
"role_weights": {
"leader": 1,
"follower_strong": 0.85,
"picks_shovels": 0.7,
"derivative": 0.5,
"speculative": 0.4,
"follower": 0.4
},
"per_ticker_clamp": [
0.25,
4
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"minimum_coverage": 0.7,
"above_1_2_count": 8,
"above_1_2_pct": 72.7,
"below_0_8_count": 0,
"below_0_8_pct": 0,
"threshold_status": "descriptive_not_calibrated",
"weekly_return_pct": 2.5462,
"weekly_price_breadth_pct": 81.8,
"contributors": [
{
"ticker": "BRK-B",
"role": "leader",
"role_weight": 1,
"ratio": 1.527351,
"bounded_ratio": 1.527351,
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},
{
"ticker": "JNJ",
"role": "leader",
"role_weight": 1,
"ratio": 1.114076,
"bounded_ratio": 1.114076,
"weekly_return_pct": -1.0465
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{
"ticker": "KO",
"role": "leader",
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"ratio": 1.375863,
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},
{
"ticker": "MCD",
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"role_weight": 0.85,
"ratio": 1.393665,
"bounded_ratio": 1.393665,
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},
{
"ticker": "PG",
"role": "leader",
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"ratio": 1.254174,
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},
{
"ticker": "TLT",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 1.020548,
"bounded_ratio": 1.020548,
"weekly_return_pct": 0.5399
},
{
"ticker": "VIG",
"role": "picks_shovels",
"role_weight": 0.7,
"ratio": 1.292431,
"bounded_ratio": 1.292431,
"weekly_return_pct": -1.9666
},
{
"ticker": "WMT",
"role": "follower_strong",
"role_weight": 0.85,
"ratio": 1.530839,
"bounded_ratio": 1.530839,
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},
{
"ticker": "XLP",
"role": "leader",
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"ratio": 1.929389,
"bounded_ratio": 1.929389,
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},
{
"ticker": "XLU",
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"ratio": 1.169866,
"bounded_ratio": 1.169866,
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},
{
"ticker": "XLV",
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"ratio": 1.947417,
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],
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