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
15
Active
6
Completed
9
Overall Accuracy
67%
6 of 9 successful
Active Theses (2)
stocks
AIApple's Triple Catalyst: Leasing + iPhone 18 + Pricing Power
Confidence:
33% 🔴
Created:Jul 22, 2026
Decision:Oct 20, 2026
AAPLAppleiPhone-18+4
Current Score:33%
84 days left
stocks
AIAI Chip Correction Is a Dip, Not a Top
Confidence:
50% 🟡
Created:Jul 22, 2026
Decision:Oct 20, 2026
semiconductorsAISOXX+4
Current Score:50%
84 days left
Completed Theses (2)
stocks
AINvidia: The Hyperscaler Capex Wave Isn't Over
Final Score:
100% 🟢
Created:Apr 10, 2026
Closed:Jul 9, 2026
NVDAAIsemiconductors+3
Final Score:100%
✓ Successful
stocks
AIAnthropic IPO — First-Day Pop to $500B+ as AI Revenue Leader Goes Public
Final Score:
100% 🟢
Created:Apr 9, 2026
Closed:Jul 8, 2026
AnthropicIPOAI+4
Final Score:100%
✓ Successful