Investment Theses
Full reasoning behind every buy and sell decision.
| Date | Thesis | Strategy |
|---|---|---|
| 2026-03-31 | CEG — Constellation Energy dip-buy (score 71) | dip-buy |
| 2026-03-30 | MRVL — Marvell buy | external |
| 2026-03-30 | DDOG — Datadog dip-buy | external |
| 2026-03-29 | PANW — Palo Alto Networks (autopilot pipeline) | autopilot |
| 2026-03-28 | PANW — Palo Alto Networks (initial dip-scan) | dip-buy |
| 2026-03-28 | MU — Micron dip-buy backtest report | backtest |
| 2026-03-28 | DDOG — Datadog dip-buy (score 70) | dip-buy |