Expanding
Theme thesis
$ATHM matters if cyclical participation keeps spreading beyond the first wave.
Use the confirmer and break level to decide if this setup is still worth your time.
StageBroadening
UpdatedLive
Breadth80%
Trade Read
$ATHM matters if cyclical participation keeps spreading beyond the first wave.
ATHM leadership persisted
LINE is the clearest next confirmer and should tell us whether the move can broaden.
Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.
No symbol-linked headlines found in the current lookback window.
Headlines
No related headlines found
No recent headlines matched the theme's leader or member tickers in the current lookback window.
Names
Breadth
How broad the move is
ATHM is confirming the move early.
No live confirmer roster available.
GMED is following the broader theme move.
LINE is currently driving the theme.
RVTY is following the broader theme move.
VCYT is confirming the move early.
Sectors
GMED — Participation 64%
LINE — Participation 58%
RVTY — Participation 52%
Stability
Theme stability
This view is meant to answer a simple question: is the theme holding together, broadening, narrowing, or still changing shape?
First seen2026-05-07
Last seen2026-05-15
Runs14
Days5
ReadModerately stable
Label drift2 variants
16 names
Diagnostics & Research added 16 names and only removed 0
9 names
Diagnostics & Research added 9 names and only removed 0
10 names
Diagnostics & Research added 10 names and only removed 0
6 names
REIT - Office added 6 names and only removed 0
5 names
Diagnostics & Research lost 3 names and added 2
First wave leaders
1
Names that moved first.
Second wave confirmers
0
Follow-through names joining after the leader.
Net new members
0
New names added to the move.
Repeat rate
100%
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
48%
Whether the move built in sequence.
Leader to confirmer
n/a
Median lead time from leader to confirmer.