Trust score
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Thesis calls
13
Evaluated calls
0
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Past bets that played out

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

METAopen

ShapesXR announced its spatial design/collaboration app will be available on XREAL AURA (Android XR). This is a small ecosystem-adoption datapoint for AR glasses and Android XR, but involves mostly private companies; public-market actionability is limited.

Mentioned: Jul 3, 2026, 3:23 AM EDTConviction: 25 / 100
Source: ShapesXR @ShapesXR Jul 3 We're excited to bring ShapesXR to @XREAL_Global AURA! 🚀 This marks another step toward maki...
GOOGLopen

ShapesXR announced its spatial design/collaboration app will be available on XREAL AURA (Android XR). This is a small ecosystem-adoption datapoint for AR glasses and Android XR, but involves mostly private companies; public-market actionability is limited.

Mentioned: Jul 3, 2026, 3:23 AM EDTConviction: 36 / 100
Source: ShapesXR @ShapesXR Jul 3 We're excited to bring ShapesXR to @XREAL_Global AURA! 🚀 This marks another step toward maki...
METAopen

ShapesXR announced a partnership with Logitech tied to Logitech’s newly announced “MX Ink,” described as the first mixed-reality stylus for Meta Quest. The product targets creative/collaborative MR use-cases (e.g., sketching/writing in VR/MR), which could modestly support accessory attach rates for Meta Quest and incremental peripheral revenue/brand positioning for Logitech.

Mentioned: Jun 18, 2026, 12:38 AM EDTConviction: 50 / 100
Source: ShapesXR @ShapesXR Jun 17, 2024 We are happy to reveal our partnership with @Logitech which has just announced the #M...

Latest videos and market context

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

ShapesXR @ShapesXR Jul 3 We're excited to bring ShapesXR to @XREAL_Global AURA! 🚀 This marks another step toward maki...

Jul 3, 2026, 3:23 AM EDT

ShapesXR announced its spatial design/collaboration app will be available on XREAL AURA (Android XR). This is a small ecosystem-adoption datapoint for AR glasses and Android XR, but involves mostly private companies; public-market actionability is limited.

🎓One of the biggest challenges in spatial design education is accessibility — and @ucsc is helping change that with @...

May 26, 2026, 11:30 AM EDT

Post highlights accessibility challenges in spatial design education and cites UCSC using ShapesXR to make VR/XR design courses more beginner-friendly. No public-company financials, product launches, or timing catalysts are provided; it mainly supports a broader XR adoption-in-education narrative.

With @ShapesXR, teams can rapidly design, prototype, and test immersive training concepts directly in-headset with SM...

May 21, 2026, 1:13 PM EDT

Post highlights enterprise VR training workflow using ShapesXR to prototype/test immersive training in-headset with SMEs (example: UNMC iEXCEL). Implication: incremental positive signal for enterprise XR/VR adoption and tools ecosystem, but no concrete financial metrics or named public vendors.

Start prototyping in AR—zero code required. With @ShapesXR, you don't need a development pipeline or a single line of...

May 19, 2026, 11:49 AM EDT

Promo post for ShapesXR (no-code AR/spatial prototyping platform). Mentions creating immersive product experiences and interactive walkthroughs; no market, financial, or macro details; no public tickers referenced.

Proof-backed call history

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

METAopen

ShapesXR announced its spatial design/collaboration app will be available on XREAL AURA (Android XR). This is a small ecosystem-adoption datapoint for AR glasses and Android XR, but involves mostly private companies; public-market actionability is limited.

Mentioned: Jul 3, 2026, 3:23 AM EDTConviction: 25 / 100
Source: ShapesXR @ShapesXR Jul 3 We're excited to bring ShapesXR to @XREAL_Global AURA! 🚀 This marks another step toward maki...
GOOGLopen

ShapesXR announced its spatial design/collaboration app will be available on XREAL AURA (Android XR). This is a small ecosystem-adoption datapoint for AR glasses and Android XR, but involves mostly private companies; public-market actionability is limited.

Mentioned: Jul 3, 2026, 3:23 AM EDTConviction: 36 / 100
Source: ShapesXR @ShapesXR Jul 3 We're excited to bring ShapesXR to @XREAL_Global AURA! 🚀 This marks another step toward maki...
METAopen

ShapesXR announced a partnership with Logitech tied to Logitech’s newly announced “MX Ink,” described as the first mixed-reality stylus for Meta Quest. The product targets creative/collaborative MR use-cases (e.g., sketching/writing in VR/MR), which could modestly support accessory attach rates for Meta Quest and incremental peripheral revenue/brand positioning for Logitech.

Mentioned: Jun 18, 2026, 12:38 AM EDTConviction: 50 / 100
Source: ShapesXR @ShapesXR Jun 17, 2024 We are happy to reveal our partnership with @Logitech which has just announced the #M...
LOGIopen

ShapesXR announced a partnership with Logitech tied to Logitech’s newly announced “MX Ink,” described as the first mixed-reality stylus for Meta Quest. The product targets creative/collaborative MR use-cases (e.g., sketching/writing in VR/MR), which could modestly support accessory attach rates for Meta Quest and incremental peripheral revenue/brand positioning for Logitech.

Mentioned: Jun 18, 2026, 12:38 AM EDTConviction: 53 / 100
Source: ShapesXR @ShapesXR Jun 17, 2024 We are happy to reveal our partnership with @Logitech which has just announced the #M...
ADSKopen

ShapesXR (private) highlights support for new stylus controllers to improve sketching/commenting workflows for AR/MR/VR app design. This is a minor ecosystem/productivity signal for immersive creation tools, but contains no financial metrics, partnerships, or launch details tied to a public company.

Mentioned: Jun 18, 2026, 12:38 AM EDTConviction: 18 / 100
Source: ShapesXR @ShapesXR Oct 12, 2022 The new stylus controllers add an additional dimension to the #creative process. Chec...
Uopen

ShapesXR (private) highlights support for new stylus controllers to improve sketching/commenting workflows for AR/MR/VR app design. This is a minor ecosystem/productivity signal for immersive creation tools, but contains no financial metrics, partnerships, or launch details tied to a public company.

Mentioned: Jun 18, 2026, 12:38 AM EDTConviction: 26 / 100
Source: ShapesXR @ShapesXR Oct 12, 2022 The new stylus controllers add an additional dimension to the #creative process. Chec...
MSFTopen

ShapesXR (private) highlights support for new stylus controllers to improve sketching/commenting workflows for AR/MR/VR app design. This is a minor ecosystem/productivity signal for immersive creation tools, but contains no financial metrics, partnerships, or launch details tied to a public company.

Mentioned: Jun 18, 2026, 12:38 AM EDTConviction: 22 / 100
Source: ShapesXR @ShapesXR Oct 12, 2022 The new stylus controllers add an additional dimension to the #creative process. Chec...
METAopen

ShapesXR (private) highlights support for new stylus controllers to improve sketching/commenting workflows for AR/MR/VR app design. This is a minor ecosystem/productivity signal for immersive creation tools, but contains no financial metrics, partnerships, or launch details tied to a public company.

Mentioned: Jun 18, 2026, 12:38 AM EDTConviction: 34 / 100
Source: ShapesXR @ShapesXR Oct 12, 2022 The new stylus controllers add an additional dimension to the #creative process. Chec...
Uopen

Post highlights accessibility challenges in spatial design education and cites UCSC using ShapesXR to make VR/XR design courses more beginner-friendly. No public-company financials, product launches, or timing catalysts are provided; it mainly supports a broader XR adoption-in-education narrative.

Mentioned: May 26, 2026, 11:30 AM EDTConviction: 28 / 100
Source: 🎓One of the biggest challenges in spatial design education is accessibility — and @ucsc is helping change that with @...
NVDAopen

Post highlights accessibility challenges in spatial design education and cites UCSC using ShapesXR to make VR/XR design courses more beginner-friendly. No public-company financials, product launches, or timing catalysts are provided; it mainly supports a broader XR adoption-in-education narrative.

Mentioned: May 26, 2026, 11:30 AM EDTConviction: 30 / 100
Source: 🎓One of the biggest challenges in spatial design education is accessibility — and @ucsc is helping change that with @...
MSFTopen

Post highlights accessibility challenges in spatial design education and cites UCSC using ShapesXR to make VR/XR design courses more beginner-friendly. No public-company financials, product launches, or timing catalysts are provided; it mainly supports a broader XR adoption-in-education narrative.

Mentioned: May 26, 2026, 11:30 AM EDTConviction: 22 / 100
Source: 🎓One of the biggest challenges in spatial design education is accessibility — and @ucsc is helping change that with @...
AAPLopen

Post highlights accessibility challenges in spatial design education and cites UCSC using ShapesXR to make VR/XR design courses more beginner-friendly. No public-company financials, product launches, or timing catalysts are provided; it mainly supports a broader XR adoption-in-education narrative.

Mentioned: May 26, 2026, 11:30 AM EDTConviction: 26 / 100
Source: 🎓One of the biggest challenges in spatial design education is accessibility — and @ucsc is helping change that with @...

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