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 suggests a bullish outlook for Intel (INTC) based on its recent earnings rebound. This positive earnings report indicates a potential recovery and growth trajectory for the company, supporting a bullish market view.
High confidence
The claim bundle suggests a bullish outlook for the tech sector, with Dan Ives confident about the acceleration of the tech trade. Additionally, he expects cybersecurity firms like Palo Alto Networks and CrowdStrike to rebound after being unfairly punished.
High confidence
The claim bundle indicates a bullish outlook for SpaceX and Tesla, with Dan Ives seeing a tentative merger between the two companies on the radar for 2027.
High confidence
The claim bundle suggests that the Nasdaq's recent uptrend since March is driven by 'smart money' and the broadening sophistication in investing beyond institutional investors. This has led to the Nasdaq outperforming over recent years compared to historical trends.
High confidence
The claim bundle indicates that Oracle's stock price did not improve following an outperform rating from Wedbush, and has declined by 11% throughout 2026. This suggests a bearish outlook for Oracle's stock performance.
High confidence
The claim bundle suggests a bullish outlook on Apple's upcoming earnings, driven by Landon Swan's slight bias to the upside and the strong performance of previous quarterly earnings, which set a positive tone for key products like iPhone and Siri.
High confidence
The claim bundle indicates that Meta Platforms (META) and Tesla (TSLA) are key winners in the AI space due to their access to internal data, which supports a bullish outlook for these companies.
High confidence
The claim bundle suggests that while Nvidia (NVDA) is a significant player in the AI chipmaking space, it does not hold a monopoly. Custom chipmakers also have a significant influence in the AI race, indicating a competitive environment.
High confidence