Trust score
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Track record
0 / 100
Thesis calls
29
Evaluated calls
0
Average return
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Win rate
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Past bets that played out

These are the clearest thesis calls with observable outcomes, linked back to the original videos.

ANTHROPICopen

...ortals @_portals_ 1h Get started today: portals.to Portals | Connect to the Portals MCP Connect any MCP-capable AI a... Portals @_portals_ 1h Get started today: portals.to Portals | Connect to the Portals MCP Connect any MCP-capable AI assistant (Claude Code, Claude Desktop, Cursor, Codex) to the Portals MCP server. Step-by-step config, authentication, and verification. 2 2 141 1 4 1 Portals @_portals_ 1h Get started today: portals.to Portals | Connect to the Portals MCP Connect any MCP-capab

Mentioned: Jul 22, 2026, 5:37 PM EDTConviction: 10 / 100
Source: Portals @_portals_ 1h Get started today: portals.to Portals | Connect to the Portals MCP Connect any MCP-capable AI a...
NVDAopen

Portals announced “MCP 2.0” (a tooling/update) aimed at helping AI understand and test game mechanics (simulate/playtest/verify). This is an incremental product-release datapoint suggesting continued adoption of AI-assisted game development and automated testing workflows, but it contains no financial metrics, customer names, or revenue implications.

Mentioned: Jul 22, 2026, 5:37 PM EDTConviction: 27 / 100
Source: Portals @_portals_ 1h Portals MCP 2.0 is live. The latest version of the Portals MCP helps your AI understand your ga...
MSFTopen

Portals announced “MCP 2.0” (a tooling/update) aimed at helping AI understand and test game mechanics (simulate/playtest/verify). This is an incremental product-release datapoint suggesting continued adoption of AI-assisted game development and automated testing workflows, but it contains no financial metrics, customer names, or revenue implications.

Mentioned: Jul 22, 2026, 5:37 PM EDTConviction: 28 / 100
Source: Portals @_portals_ 1h Portals MCP 2.0 is live. The latest version of the Portals MCP helps your AI understand your ga...

Latest videos and market context

Recent source posts from this author. Create an account to inspect the complete persisted research trail.

Portals @_portals_ 6m Build any game, on any engine, right in your browser. Just describe it and it's playable in min...

Jul 24, 2026, 12:00 PM EDT

A social post from Portals claims a product that can generate playable games in minutes directly in the browser from natural-language descriptions, and that it works with “any engine.” This is an early, hype-level signal about AI-assisted game creation tooling and browser-based distribution; it has limited immediate tradability without adoption, partnerships, or revenue metrics.

Portals @_portals_ 1h Get started today: portals.to Portals | Connect to the Portals MCP Connect any MCP-capable AI a...

Jul 22, 2026, 5:37 PM EDT

Promotional post for Portals MCP server (tooling/infrastructure for connecting MCP-capable AI assistants). No market, macro, earnings, product shipment, regulatory, or financial details; no public companies or tickers mentioned.

Portals @_portals_ 1h Portals MCP 2.0 is live. The latest version of the Portals MCP helps your AI understand your ga...

Jul 22, 2026, 5:37 PM EDT

Portals announced “MCP 2.0” (a tooling/update) aimed at helping AI understand and test game mechanics (simulate/playtest/verify). This is an incremental product-release datapoint suggesting continued adoption of AI-assisted game development and automated testing workflows, but it contains no financial metrics, customer names, or revenue implications.

Portals @_portals_ 3m 07.24.2026 00:34 2 2 3 3 11 1 1 459 4 5 9

Jul 21, 2026, 1:35 PM EDT

The provided source contains only metadata-like text (title/body repeated) with no market-relevant information, catalysts, companies, sectors, macro data, or claims that can be analyzed for actionable theses or tradable implications.

Proof-backed call history

These are recent thesis calls tied to original source content where available.

ANTHROPICopen

...ortals @_portals_ 1h Get started today: portals.to Portals | Connect to the Portals MCP Connect any MCP-capable AI a... Portals @_portals_ 1h Get started today: portals.to Portals | Connect to the Portals MCP Connect any MCP-capable AI assistant (Claude Code, Claude Desktop, Cursor, Codex) to the Portals MCP server. Step-by-step config, authentication, and verification. 2 2 141 1 4 1 Portals @_portals_ 1h Get started today: portals.to Portals | Connect to the Portals MCP Connect any MCP-capab

Mentioned: Jul 22, 2026, 5:37 PM EDTConviction: 10 / 100
Source: Portals @_portals_ 1h Get started today: portals.to Portals | Connect to the Portals MCP Connect any MCP-capable AI a...
NVDAopen

Portals announced “MCP 2.0” (a tooling/update) aimed at helping AI understand and test game mechanics (simulate/playtest/verify). This is an incremental product-release datapoint suggesting continued adoption of AI-assisted game development and automated testing workflows, but it contains no financial metrics, customer names, or revenue implications.

Mentioned: Jul 22, 2026, 5:37 PM EDTConviction: 27 / 100
Source: Portals @_portals_ 1h Portals MCP 2.0 is live. The latest version of the Portals MCP helps your AI understand your ga...
MSFTopen

Portals announced “MCP 2.0” (a tooling/update) aimed at helping AI understand and test game mechanics (simulate/playtest/verify). This is an incremental product-release datapoint suggesting continued adoption of AI-assisted game development and automated testing workflows, but it contains no financial metrics, customer names, or revenue implications.

Mentioned: Jul 22, 2026, 5:37 PM EDTConviction: 28 / 100
Source: Portals @_portals_ 1h Portals MCP 2.0 is live. The latest version of the Portals MCP helps your AI understand your ga...
RBLXopen

Portals announced “MCP 2.0” (a tooling/update) aimed at helping AI understand and test game mechanics (simulate/playtest/verify). This is an incremental product-release datapoint suggesting continued adoption of AI-assisted game development and automated testing workflows, but it contains no financial metrics, customer names, or revenue implications.

Mentioned: Jul 22, 2026, 5:37 PM EDTConviction: 30 / 100
Source: Portals @_portals_ 1h Portals MCP 2.0 is live. The latest version of the Portals MCP helps your AI understand your ga...
Uopen

Portals announced “MCP 2.0” (a tooling/update) aimed at helping AI understand and test game mechanics (simulate/playtest/verify). This is an incremental product-release datapoint suggesting continued adoption of AI-assisted game development and automated testing workflows, but it contains no financial metrics, customer names, or revenue implications.

Mentioned: Jul 22, 2026, 5:37 PM EDTConviction: 33 / 100
Source: Portals @_portals_ 1h Portals MCP 2.0 is live. The latest version of the Portals MCP helps your AI understand your ga...
Uopen

Anecdotal developer update: increased AI-built logic on the Portals platform is driving demand for better human-readable review/inspection tools (e.g., node/logic visualization). This points to a broader theme: as AI-assisted code/content generation rises, tooling for review, observability, and governance becomes more important.

Mentioned: Jul 14, 2026, 10:26 PM EDTConviction: 18 / 100
Source: Bus | Portals @_bus_bus_bus 1h There has been a massive increase in building with AI on @_portals_ and as a result th...
DDOGopen

Anecdotal developer update: increased AI-built logic on the Portals platform is driving demand for better human-readable review/inspection tools (e.g., node/logic visualization). This points to a broader theme: as AI-assisted code/content generation rises, tooling for review, observability, and governance becomes more important.

Mentioned: Jul 14, 2026, 10:26 PM EDTConviction: 24 / 100
Source: Bus | Portals @_bus_bus_bus 1h There has been a massive increase in building with AI on @_portals_ and as a result th...
TEAMopen

Anecdotal developer update: increased AI-built logic on the Portals platform is driving demand for better human-readable review/inspection tools (e.g., node/logic visualization). This points to a broader theme: as AI-assisted code/content generation rises, tooling for review, observability, and governance becomes more important.

Mentioned: Jul 14, 2026, 10:26 PM EDTConviction: 27 / 100
Source: Bus | Portals @_bus_bus_bus 1h There has been a massive increase in building with AI on @_portals_ and as a result th...
MSFTopen

Anecdotal developer update: increased AI-built logic on the Portals platform is driving demand for better human-readable review/inspection tools (e.g., node/logic visualization). This points to a broader theme: as AI-assisted code/content generation rises, tooling for review, observability, and governance becomes more important.

Mentioned: Jul 14, 2026, 10:26 PM EDTConviction: 33 / 100
Source: Bus | Portals @_bus_bus_bus 1h There has been a massive increase in building with AI on @_portals_ and as a result th...
VSSTopen

Social post praising the game “Heart of Rover” and its voice acting; mentions “@_portals_” as a handle/community. No financial, corporate, or market-moving information is provided.

Mentioned: Jul 13, 2026, 1:14 PM EDTConviction: 32 / 100
Source: Bongbay @BongbaySafire 3h Heart of Rover is a pretty funny game ngl. Voice acting is top notch! 😂 Some solid works ha...
ROVMFopen

Social post praising the game “Heart of Rover” and its voice acting; mentions “@_portals_” as a handle/community. No financial, corporate, or market-moving information is provided.

Mentioned: Jul 13, 2026, 1:14 PM EDTConviction: 32 / 100
Source: Bongbay @BongbaySafire 3h Heart of Rover is a pretty funny game ngl. Voice acting is top notch! 😂 Some solid works ha...
HTLDopen

Social post praising the game “Heart of Rover” and its voice acting; mentions “@_portals_” as a handle/community. No financial, corporate, or market-moving information is provided.

Mentioned: Jul 13, 2026, 1:14 PM EDTConviction: 32 / 100
Source: Bongbay @BongbaySafire 3h Heart of Rover is a pretty funny game ngl. Voice acting is top notch! 😂 Some solid works ha...

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