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Theme Discovery

Orbit reads the news behind your universe every week, sorts what it finds into named themes, and scores how strongly each one is running. This page is where you read the result: one report per week, plus a monthly report that consolidates them.

Opening the page

  1. Open the Dashboard.
  2. Find the Emerging Theme Detector panel.
  3. Click the panel's heading to open the newest report, or click a report title inside the panel to open that particular one.

There is no entry for this page in the left rail — the Dashboard panel is the way in. Opening from a report title carries that report through, so you land on the one you clicked rather than on the newest.

The page at a glance

A filter line sits at the top and everything below it is the report. The report is a finished document Orbit generates for the period — you scroll it like any long page, and nothing on it is editable.

Theme Discovery: a Filter line showing Active 1 and Report 1, then a purple header reading AI & Technology Weekly Theme Report with its period and four counters, four summary cards, and a Theme Strength Index bar chart.
The default is the newest weekly report, so the page is never empty. The counters in the purple header describe the report; the four cards underneath repeat the figures most people come for.

Choosing a report

Every report belongs to a type — Weekly or Monthly — and to a period. The line at the top is how you move between them. It holds two filters, and the number beside each is how many values it is set to.

The Filter panel open over the report, with a Search filters box, a row for Active showing 1, a row for Report showing 1, and a Reset button.
Active and Report. Clicking a row opens its options in a panel to the side rather than in place.
FilterWhat it holds
ActiveWhether you are reading a weekly or a monthly report.
ReportWhich published report of that type. Weekly reports are labelled with the dates they cover; monthly ones with the month.

Active

The Active filter expanded to the right of the panel, with a Search here box, radio buttons for Weekly and Monthly with Weekly selected, and 1 selected below them.
Two options, one at a time. Switching between them clears your Report choice and reloads the list of reports for the new type.

Report

The Report filter expanded, with a Search here box above a scrollable list of weekly reports, each labelled with the date range it covers and the current one selected.
One row per published report of the chosen type. Use Search here when the list has grown long enough that scrolling through it is tedious.
There is no "show everything" option

Both filters always hold exactly one value, so you cannot list every report at once. That also leaves Reset with nothing to clear — clicking it leaves the report you are reading on screen.

Weekly and monthly reports

The two types are not the same report at different lengths. A weekly report looks at one week on its own; the monthly report reconciles several weekly runs and keeps what held up.

A monthly report: a purple header reading AI & Technology Monthly Report with 2026-02 and 4 Weeks Analyzed, four cards reading Consolidated Themes, Top Theme, Average TSI and Top Company, and a Theme Strength Index chart.
The same page with Active set to Monthly. The layout is identical — only the header wording, the counters and the theme names change.
On the headerWeeklyMonthly
Period The number of the week and its dates — for example 2026-W09 — 2026-03-01 to 2026-03-06. The month and how many weeks went into it — for example 2026-02 — 4 Weeks Analyzed.
Counters Themes, Companies, News Analyzed, Keywords. Themes, Top Companies, Raw Theme Entries.

The headline figures

Four cards sit between the header and the charts. They are the quickest way to decide whether a period is worth reading in full.

CardWhat it reports
Total ThemesHow many themes the period produced, and the line underneath counts the categories they fall into. A monthly report labels this card Consolidated Themes and counts the raw entries it was built from instead.
Top ThemeThe highest-scoring theme of the period, with its TSI. It is a label, not a link.
Average TSIThe average score across the themes. The line underneath says how many companies the period tracked, or how many weeks were aggregated.
Top CompanyThe company mentioned most often, and the number of mentions behind it.

Theme Strength Index

Every theme is given a Theme Strength Index — TSI — for the period. The chart below the cards ranks the strongest of them, longest bar first, so the order on screen is the order of the score.

The chart stops at fifteen themes even when the period produced more, so a week with thirty themes charts half of them. Read the top of the chart as where attention is concentrated rather than as the whole period.

Below the charts

Scrolling past the TSI chart brings you to the rest of the report.

Two donut charts side by side — Category Distribution with a five-entry legend, and Lifecycle Distribution with a fifteen-entry legend — above a heading reading Week Narrative and a paragraph of text.
Category Distribution splits the period's themes by sector; Lifecycle Distribution splits them by how mature they are, running from Growing and Scaling down to Commercialization, Clinical validation and Validation. Both use the same colour coding as the theme badges further down.

Week Narrative is the period described in a short paragraph — the same picture the charts draw, in prose. A monthly report calls it Month Narrative.

Theme Details

The last and longest section works through every theme one at a time. The number in the heading is how many the period produced, and they are listed in rank order.

Theme Details (30) showing two theme cards. Each card has a rank and theme name, three badges, five figures labelled TSI, Mentions, Momentum, Volume and Prominence, a row of company tags, a news headline in italics, and a green takeaway strip.
The first two themes of a weekly report. Every card has the same shape: what the theme is, how it scored, which companies it rests on, and the news it came from.
On a theme cardWhat it shows
#1The theme's rank for the period. The list runs from #1 downwards.
Category badgeThe sector the theme belongs to, for example INFRASTRUCTURE. It matches a slice of Category Distribution.
Lifecycle badgeHow mature the theme is, for example GROWING. It matches a slice of Lifecycle Distribution.
Momentum badgeWhich way the theme is moving, with an arrow.
TSIThe theme's score for the period. The same figure drives its place in the chart.
MentionsHow many times the theme came up.
MomentumA second momentum figure, alongside the badge.
VolumeHow much material stood behind the theme.
ProminenceHow prominently it featured.
Company tagsThe companies most associated with the theme. They are labels — click one and nothing opens.
HeadlineThe news item the theme was drawn from, in italics. Some cards show a source name instead when no single headline represents the theme.
Green stripOne line saying what the theme means for the period.
Reports are dated, not live

A report is a snapshot of the period it covers and does not change afterwards. The footer of each one records when Orbit generated it, which is usually a few days after the period ends.

What to do next

A theme you want to keep an eye on is usually worth following through the companies behind it — the tags on the card name them, and Portfolio Management is where you turn a list of them into something Orbit reports on every day.