How to use themes
Pick a story you keep seeing in the news. Open it for a short briefing, the names ClearTape groups under that idea, and related insight cards. Themes help you learn the plot — they are not a ready-made portfolio or a buy list.
AI infrastructure
Chips, chip equipment, cloud platforms, and networking behind generative AI. One shared buildout story across liquid names — not a tip sheet.
NVDA · AMD · AVGO · TSM · +8 more
Megacap tech
The largest U.S. tech and platform names that often shape the day’s market mood — useful when headlines treat “Big Tech” as a group, including chip and consumer names that trade with that story.
AAPL · MSFT · NVDA · GOOGL · +3 more
Rates & inflation
Stock-index, bond, and financial funds that often reprice when inflation prints, jobs data, or central-bank rate decisions hit. A lens on macro news — not a fixed allocation.
SPY · TLT · IEF · TIP · +3 more
Energy complex
Oil producers, refiners, services, and an energy-sector fund that move with supply, demand, and geopolitics. Helps decode energy headlines without treating them as one stock.
XOM · CVX · COP · SHEL · +5 more
Healthcare innovation
Drug makers, biotech, devices, insurers, and large healthcare firms where news is often company-specific — a trial, a drug price, or a policy change — not one shared outcome.
LLY · MRK · ABBV · PFE · +5 more
Consumer spending
Retailers, brands, and spending-linked names as a read on what households are buying — online, big-box, home improvement, and discretionary demand — plus a consumer discretionary fund.
AMZN · WMT · COST · TGT · +5 more
Banks & credit
Large banks, a card lender, and financial funds where interest rates and lending conditions matter. A way to follow credit-cycle headlines in plain English.
JPM · BAC · WFC · C · +5 more
Broad market pulse
Index and style trackers — large, small, equal-weight, international, and a volatility gauge — for a quick sense of overall risk appetite without picking individual stocks.
SPY · QQQ · DIA · IWM · +4 more