| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | — | — | — | — | — | — |
| 3d | — | — | — | — | — | — |
| 1w | — | — | — | — | — | — |
| 1m | — | — | — | — | — | — |
| 3m | — | — | — | — | — | — |
| 6m | — | — | — | — | — | — |
| 1y | — | — | — | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
Big Tech owns the user base and will embed LLM features into existing products; 90% will be stripped as useless but the 10% that drives AI-powered ad targeting will print money for years.
Big Tech owns the user base and will embed LLM features into existing products; 90% will be stripped as useless but the 10% that drives AI-powered ad targeting will print money for years.
Big Tech owns the user base and will embed LLM features into existing products; 90% will be stripped as useless but the 10% that drives AI-powered ad targeting will print money for years.
Enterprise SaaS and software will integrate AI coding agents to automate low-value dev work, firing junior developers and expanding margins while maintaining pricing power and customer lock-in.
Apple will wait until the AI hype burns out, then ship incremental on-device intelligence features years late at premium prices. The company's user base doesn't need advanced AI—they just want battery life and green bubbles.
AI pure-play vendors have massively over-promised on capabilities; models still hallucinate and fail at basic tasks. The bubble will eventually pop and bagholders will suffer, though long-term survivors will own the AI infrastructure.
End of results.