Browse live theses from the public API, filter by family or direction, follow the evidence behind every call, and pivot into your saved watchlist when you want a tighter research queue.
Filter by thesis family, direction, regime dependency, or confidence level.
The claim bundle indicates that the Bank of Japan's decision to maintain its key interest rate in a split vote has increased the likelihood of a rate hike in June. This is supported by the significant divide in the vote, suggesting growing pressure to normalize policy, and Governor Ueda's comments on the declining certainty of meeting the baseline economic outlook.
High confidence
The claim bundle indicates that stocks tied to OpenAI are sliding after a report of missed growth targets. This suggests a bearish outlook for these stocks, as the claims highlight the negative impact of the missed targets on investor sentiment.
High confidence
The claim bundle indicates that shares in companies partnered with OpenAI, such as SoftBank and Oracle, are falling due to the AI startup's failure to meet sales and new user targets. This suggests a bearish outlook for tech sector equities.
High confidence
The claim bundle suggests that commodity prices are expected to rise due to shortages and supply chain disruptions, particularly through the Strait of Hormuz. The helium crisis is also expected to impact semiconductor manufacturers, potentially leading to plant shutdowns. These factors contribute to a bearish outlook for commodities.
High confidence
The claim bundle suggests a bearish outlook for Adobe (ADBE) despite its great earnings, due to the forced takeover of AI. Jason Brown mentions that Adobe had great earnings but continues to sell-off due to this forced takeover.
High confidence
The claim bundle suggests a bearish outlook for Meta Platforms (META) due to an unclear profit roadmap from its 2026 CapEx. This uncertainty is expected to impact Meta's earnings performance negatively.
High confidence
The claim bundle suggests a bearish outlook for Apple (AAPL) ahead of earnings, as both John Freeman and Ron Westfall express wariness.
High confidence
The claim bundle suggests a bearish outlook for Apple (AAPL) as Marc Lopresti is cautious on the company for other reasons, potentially related to market share loss to Spotify (SPOT). This cautious view is supported by the company's declining market share and the competitive threat posed by Spotify.
High confidence