Market calls / Timestamped · scored on resolution · never deleted
Directional calls with a date on them, graded when they resolve.
Conviction, timeframe and a public grade on every one.
- Calls
- 13
- Live
- 13
All time
| Cover | Stance | Ticker | Thesis | Conviction | Outcome |
|---|---|---|---|---|---|
 | LONG | LITE | Lumentum: The Optics Play That Bridges Power and Memory60% of data center energy is data movement — Lumentum's optics solve this directly | Med · 1Y | Active · opened Apr 13 · +1.2% to last Friday close |
How calls are graded
A call locks at publication — direction, conviction, timeframe and target are timestamped and can’t be edited. Resolution is mechanical: the stated direction against the realized move. Accuracy breakdowns, calibration and the resolved feed live on the track record. Method details: methodology · the open book.