New cluster forming around $AVAL
StableTheme thesis
$AVAL could transmit into rates if the bridge keeps holding.
Use the confirmer and break level to decide if this setup is still worth your time.
StagePersistent
UpdatedLive
Breadth16%
Setup strength
30
Why it matters
$AVAL could transmit into rates if the bridge keeps holding.
What changed
AVAL leadership persisted
What to watch
BLTE is the clearest next confirmer and should tell us whether the move can broaden.
What breaks it
Bridge activity may stay local and fail to become real cross-asset confirmation outside rates.
Latest Headlines
No symbol-linked headlines found in the current lookback window.
No related headlines found
No recent headlines matched the theme's leader or member tickers in the current lookback window.
Who Is Leading
Breadth
16%
How broad the move is
Leaders
1
Confirmers
0
Lagging
0
Leaders
AVAL is following the broader theme move.
Confirmers
No live confirmer roster available.
Supporting Names
Abivax SA (ABVX)
-4.8%
ABVX is following the broader theme move.
AEM is following the broader theme move.
AG is following the broader theme move.
AGI is following the broader theme move.
ALM is following the broader theme move.
Amgen Inc. (AMGN)
-2.9%
AMGN is following the broader theme move.
argenx SE (ARGX)
-0.3%
ARGX is following the broader theme move.
ASR is acting as a bridge inside Basic Materials, helping the move transmit beyond the core leadership group.
AU is acting as a bridge inside Basic Materials, helping the move transmit beyond the core leadership group.
B is acting as a bridge inside Basic Materials, helping the move transmit beyond the core leadership group.
BBUC is acting as a bridge inside Basic Materials, helping the move transmit beyond the core leadership group.
Not Yet Participating
What Is Confirming
Confirming Sectors
AVAL
88% participation
88%
Watchlist Sectors
ABVX — Participation 64%
AEM — Participation 58%
AG — Participation 52%
Absent Sectors
AGI — Still absent
ALM — Still absent
AMGN — Still absent
Live Names
12 names
Rank
Symbol
Role
Signal
Score
Recent
Note
1
Grupo Aval Acciones y Valores S (AVAL)
Leader
Live
n/a
-1.2%
AVAL is following the broader theme move.
2
Abivax SA (ABVX)
Participant
Live
n/a
-4.8%
ABVX is following the broader theme move.
3
Agnico Eagle Mines Limited (AEM)
Participant
Live
n/a
-6.8%
AEM is following the broader theme move.
4
First Majestic Silver Corp. (AG)
Participant
Live
n/a
-12.7%
AG is following the broader theme move.
5
Alamos Gold Inc. (AGI)
Participant
Live
n/a
-7.0%
AGI is following the broader theme move.
6
Almonty Industries Inc. (ALM)
Participant
Live
n/a
-8.5%
ALM is following the broader theme move.
7
Amgen Inc. (AMGN)
Participant
Live
n/a
-2.9%
AMGN is following the broader theme move.
8
argenx SE (ARGX)
Participant
Live
n/a
-0.3%
ARGX is following the broader theme move.
9
ASR (ASR)
Participant
Live
n/a
n/a
ASR is acting as a bridge inside Basic Materials, helping the move transmit beyond the core leadership group.
10
AU (AU)
Participant
Live
n/a
n/a
AU is acting as a bridge inside Basic Materials, helping the move transmit beyond the core leadership group.
11
B (B)
Participant
Live
n/a
n/a
B is acting as a bridge inside Basic Materials, helping the move transmit beyond the core leadership group.
12
BBUC (BBUC)
Participant
Live
n/a
n/a
BBUC is acting as a bridge inside Basic Materials, helping the move transmit beyond the core leadership group.
Theme Stability
Theme stability
This view is meant to answer a simple question: is the theme holding together, broadening, narrowing, or still changing shape?
First seen2026-05-15
Last seen2026-05-15
Runs20
Days2
ReadForming · 2 days
Label drift2 variants
No deeper lineage trail is available yet for this theme.
Activation Evidence
Live
First wave leaders
1
Names that moved first.
Second wave confirmers
1
Follow-through names joining after the leader.
Net new members
1
New names added to the move.
Repeat rate
88%
How often the same names keep reappearing.
Confirmer speed
50%
How quickly confirmation showed up.
Path coherence
0%
How clean the activation path looks.
Sequence buildup
76%
Whether the move built in sequence.
Leader to confirmer
n/a
Median lead time from leader to confirmer.
Cross-Market Support
How to use this
Treat this as a secondary check. If outside markets are helping, it supports the setup. If they are hurting, lower conviction or wait. If they are neutral, ignore it.
BLTE → AGG
Hurtingcross_asset_lag1
14% link
30D
Cuts against it
Weak