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
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Active Theses (2)
stocks
AINvidia: The Hyperscaler Capex Wave Isn't Over
Confidence:
100% 🟢
Created:Apr 10, 2026
Decision:Jul 9, 2026
NVDAAIsemiconductors+3
Current Score:100%
40 days left
stocks
AIAnthropic IPO — First-Day Pop to $500B+ as AI Revenue Leader Goes Public
Confidence:
100% 🟢
Created:Apr 9, 2026
Decision:Jul 8, 2026
AnthropicIPOAI+4
Current Score:100%
39 days left