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Investment Thesis Tracker

We make predictions. We track them. We show you the results—both wins and losses. Transparency builds trust.

View Performance Dashboard
Total Theses
15
Active
6
Completed
9
Overall Accuracy
67%
6 of 9 successful

Filter Theses

AllSectorStocksMacroFed policy
AllActiveClosed

Active Theses (2)

stocks
AI

Apple'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
AI

AI 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
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