Triangular antiferromagnetism on the honeycomb lattice of twisted bilayer graphene

We present the electronic band structures of states with the same symmetry as the three-sublattice planar antiferromagnetic order of the triangular lattice. Such states can also be defined on the honeycomb lattice provided the spin density waves lie on the bonds. We identify cases which are consistent with observations on twisted bilayer graphene: a correlated insulator with an energy gap, yielding a single doubly-degenerate Fermi surface upon hole doping. We also discuss extensions to metallic states which preserve spin rotation invariance, with fluctuating spin density waves and bulk $\mathbb{Z}_2$ topological order.