Alex

Thesis

Thesis turns a natural-language investing intent into a real research artifact. You type "data centers" and the tool builds a structured Profile (your investor lens), then proposes sharper sub-Theses (REITs, hyperscalers, power and cooling, networking). Each thesis you activate produces a ranked shortlist of 10 to 15 companies, scored on real fundamentals, with every claim cited to a 10-K, article, or transcript. The thesis lives at a permanent public URL, gets re-evaluated on a cadence, and surfaces what changed.