Precious Metals & Mining Cohort
StableTheme thesis
EQPT has cross-asset links, but the lineage is still shallow. Treat this as an early watchlist setup, not a confirmed bridge.
Use the confirmer and break level to decide if this setup is still worth your time.
StagePersistent
UpdatedLive
Breadth50%
Setup strength
36
Why it matters
EQPT has cross-asset links, but the lineage is still shallow. Treat this as an early watchlist setup, not a confirmed bridge.
What changed
EQPT leadership persisted
What to watch
BTG is the clearest next confirmation candidate and should tell us whether the move can broaden.
What breaks it
Precious Metals & Mining Cohort can stay leader-led if BTG and the next software names fail to join while EQPT keeps moving.
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
50%
How broad the move is
Leaders
1
Confirmers
1
Lagging
0
Leaders
EQPT is the current leadership name for Precious Metals & Mining Cohort, carrying the highest structural influence in the live cluster.
Confirmers
VNET Group, Inc. (VNET)
Confirmed
VNET is helping confirm Precious Metals & Mining Cohort beyond EQPT, which matters for breadth and theme durability. It is the strongest next confirmer in the current live snapshot. Primary driver: -0.29% in 60m (z=-0.51).
46
Supporting Names
AG is acting as a bridge inside Precious Metals & Mining Cohort, helping the move transmit beyond the core leadership group.
B is acting as a bridge inside Precious Metals & Mining Cohort, helping the move transmit beyond the core leadership group.
BTG is acting as a bridge inside Precious Metals & Mining Cohort, helping the move transmit beyond the core leadership group.
CENX is acting as a bridge inside Precious Metals & Mining Cohort, helping the move transmit beyond the core leadership group.
EXEL is acting as a bridge inside Precious Metals & Mining Cohort, helping the move transmit beyond the core leadership group.
KR is acting as a bridge inside Precious Metals & Mining Cohort, helping the move transmit beyond the core leadership group.
PAAS is acting as a bridge inside Precious Metals & Mining Cohort, helping the move transmit beyond the core leadership group.
SVM is acting as a bridge inside Precious Metals & Mining Cohort, helping the move transmit beyond the core leadership group.
Not Yet Participating
What Is Confirming
Confirming Sectors
EQPT
88% participation
88%
VNET
60% participation
60%
Watchlist Sectors
AG — Participation 64%
B — Participation 58%
BTG — Participation 52%
Absent Sectors
KR — Still absent
CENX — Still absent
EXEL — Still absent
Live Names
10 names
Rank
Symbol
Role
Signal
Score
Recent
Note
1
EQPT (EQPT)
Leader
Live
n/a
n/a
EQPT is the current leadership name for Precious Metals & Mining Cohort, carrying the highest structural influence in the live cluster.
2
AG (AG)
Participant
Live
n/a
n/a
AG is acting as a bridge inside Precious Metals & Mining Cohort, helping the move transmit beyond the core leadership group.
3
B (B)
Participant
Live
n/a
n/a
B is acting as a bridge inside Precious Metals & Mining Cohort, helping the move transmit beyond the core leadership group.
4
BTG (BTG)
Participant
Live
n/a
n/a
BTG is acting as a bridge inside Precious Metals & Mining Cohort, helping the move transmit beyond the core leadership group.
5
CENX (CENX)
Participant
Live
n/a
n/a
CENX is acting as a bridge inside Precious Metals & Mining Cohort, helping the move transmit beyond the core leadership group.
6
EXEL (EXEL)
Participant
Live
n/a
n/a
EXEL is acting as a bridge inside Precious Metals & Mining Cohort, helping the move transmit beyond the core leadership group.
7
KR (KR)
Participant
Live
n/a
n/a
KR is acting as a bridge inside Precious Metals & Mining Cohort, helping the move transmit beyond the core leadership group.
8
PAAS (PAAS)
Participant
Live
n/a
n/a
PAAS is acting as a bridge inside Precious Metals & Mining Cohort, helping the move transmit beyond the core leadership group.
9
SVM (SVM)
Participant
Live
n/a
n/a
SVM is acting as a bridge inside Precious Metals & Mining Cohort, helping the move transmit beyond the core leadership group.
10
VNET Group, Inc. (VNET)
Next confirmer
Watch
46
n/a
VNET is helping confirm Precious Metals & Mining Cohort beyond EQPT, which matters for breadth and theme durability. It is the strongest next confirmer in the current live snapshot. Primary driver: -0.29% in 60m (z=-0.51).
Activation Evidence
Live
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
89%
How often the same names keep reappearing.
Confirmer speed
17%
How quickly confirmation showed up.
Path coherence
0%
How clean the activation path looks.
Sequence buildup
56%
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.
KR → CPER
Neutralcross_asset_lag1
24% link
30D
Supports it
Weak