Community Leaderboard
Public theses ranked by alpha. See what others are building and how their strategies perform.
#ThesisReturnAlpha
1
“Digital-first banks are outpacing traditional banks with younger demographics”
SOFINUHOOD
+100.8%
+72.1%
vs S&P
2
“Bitcoin halvings have always preceded major rallies”
BTCMSTRCOIN
+78.9%
+52.3%
vs S&P
3
“AI needs electricity more than chips right now”
NEECEGVST
+90.4%
+45.1%
vs S&P
4
“GLP-1 drugs are the biggest healthcare disruption since antibiotics”
LLYNVOHIMS
+62.3%
+38.7%
vs S&P
5
“Cybersecurity spend is non-discretionary, it only goes up”
CRWDPANWZS
+55.1%
+33.4%
vs S&P
6
“Defense spending only goes up from here”
LMTRTXGD
+44.8%
+31.2%
vs S&P
7
“Rising tariffs will shift manufacturing back to the US and boost domestic industrials”
XLICAT
+41.2%
+28.5%
vs S&P
8
“Rate cuts are likely even with elevated inflation”
TLTOVNQ
+35.1%
+22.4%
vs S&P
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