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 Amazon's increased investment in Anthropic to $25 billion is significant for AWS and the AI software trade. This investment highlights the growing importance of AI in Amazon's business strategy and its potential impact on the cloud and software sectors.
High confidence
The claim bundle indicates that US President Donald Trump has indefinitely extended a ceasefire with Iran, which is expected to create cautious market optimism as peace talks remain on hold.
High confidence
The claim bundle indicates that US President Donald Trump has extended a ceasefire with Iran until all talks with Tehran are concluded, while maintaining a blockade of Iranian shipping. Iran's Foreign Minister Abbas Araghchi has called the maritime restrictions 'an act of war'. This situation creates a neutral geopolitical outlook as the ceasefire extension and blockade maintenance balance each other out.
High confidence
The claim bundle indicates that Netflix's forecast for the second quarter fell short of analysts' expectations, leading to a decline in Netflix shares. Additionally, Reed Hastings' decision to step down from the Netflix board after 29 years introduces uncertainty regarding the company's future leadership. These factors collectively support a bearish outlook for Netflix's stock.
High confidence
The claim bundle suggests that geopolitical developments in the Middle East, such as the war in Iran, are influencing financial sector strategies. Barclays Plc's commitment to the Middle East and pursuit of a banking license in Saudi Arabia, along with the potential slight delay in IPOs for companies like SpaceX due to the war in Iran, indicate a neutral outlook on the impact of geopolitical events on financial sector activities.
High confidence
The claim bundle indicates that the IMF has downgraded its global growth forecast, and a prolonged war in Iran could trigger a recession. This suggests a bearish outlook for global growth due to geopolitical risks and ongoing uncertainty.
High confidence
The claim bundle argues that the Breakwave Tanker Shipping ETF (BWET) has become the best-performing ETF of 2026, gaining over 1400% over the past year, due to its sensitivity to geopolitical tensions in Iran. The ETF's performance is closely tied to the twists and turns of the Iran conflict, making it a barometer for geopolitical risk in the commodities sector.
High confidence
The claim bundle indicates that ASML has increased its sales forecast, driven by increased global AI spending. This development is seen as positive for equities, as it reflects strong growth in the AI-driven semiconductor market.
High confidence