Investment Thesis Tracker
We make predictions. We track them. We show you the results—both wins and losses. Transparency builds trust.
View Performance DashboardTotal Theses
10
Active
10
Completed
0
Overall Accuracy
N/A
Active Theses (3)
sector
AIDefense Stocks Catch Up to the Geopolitical Reality
Confidence:
100% 🟢
Created:Apr 10, 2026
Decision:Jul 9, 2026
defenseITAXAR+7
Current Score:100%
40 days left
sector
AITariff Whiplash Creates Buy-the-Dip Window in US Industrials
Confidence:
83% 🟢
Created:Apr 9, 2026
Decision:Jul 8, 2026
tariffstrade-warindustrials+7
Current Score:83%
39 days left
sector
AIEnergy Sector Outperformance as Hormuz Closure Deepens
Confidence:
17% 🔴
Created:Apr 9, 2026
Decision:Jul 8, 2026
energyoilXLE+5
Current Score:17%
39 days left