Thesis Tracker
Agentic thesis tracking

Know when your investment thesis stops being true.

Write your thesis as claims. An AI agent watches the world — news, filings, earnings — and shows you, with citations, whether the evidence still backs you.

Create your thesisTry the demoNo sign-up required
thesistracker.app/demo
NVDA · LONG6–12 mo

Long NVDA — durable AI data-center demand

Overall health+0.34
Financial performance+0.72

Data-center revenue keeps growing >40% YoY

Competitive position+0.18

NVIDIA keeps its lead over competing AI accelerators

Macro environment−0.46

Hyperscaler AI capex stays elevated through the period

Watch the agent think

Every verdict shows its work.

The agent plans, searches, reads the source, and evaluates each finding against your claims — and you see the whole trail: the reasoning, the tool calls, the evidence, and how it scored.

thesistracker.app/demo
1

Starting with the strongest claim — data-center revenue growth. I'll search recent earnings coverage and the latest 10-Q before weighing the competitive and macro signals.

web_searchNVIDIA data-center revenue Q3 year over year
reuters.com

Nvidia reported data-center revenue rose 41% year over year in Q3, ahead of analyst estimates.

claim 1strengthens0.80
claim 3weakens0.60
01

Write your thesis

A position plus 2–5 claims that make it falsifiable.

02

The agent researches

It searches, reads filings, and gathers evidence on a schedule.

03

Watch the health

Each claim strengthens or weakens — every call is inspectable.