equitybuy

CBOE · Cboe Global Markets, Inc.

Trust-weighted public proof page for CBOE. See which authors support it, which ticker theses it belongs to, and how thesis calls have performed.

Opportunity
151 / 100
Current score
2.65
Thesis calls
4
Active decisions
5

Recent proof-backed thesis calls

Public preview of asset-level thesis calls linked to source content, observed prices, and outcomes.

Unchainedyoutubeopen

The source discusses Kalshi’s regulatory/legal turmoil: a Michigan lawsuit over sports event contracts, a restraining order, and an unusual CFTC emergency action; plus Kalshi pulling flight-cancellation contracts after backlash and an insider-trading allegation. Key market angle is U.S. prediction-market regulation and federal/state jurisdiction (potential Supreme Court path). Kalshi is private, so actionable implications are indirect via listed exchanges/brokers and crypto/prediction-market-adj

Mentioned: Jul 23, 2026, 7:34 PM EDTConviction: 53 / 100
Source: Why Kalshi's Rough Week Could Reach the Supreme Court: DEX in the City

Markets were range-bound ahead of major Big Tech earnings, with late-session/after-hours reactions to Texas Instruments, Alphabet, Tesla, and IBM. Discussion also flagged an FDA food safety alert pressuring restaurant stocks, positioning in options markets into earnings, Samsung’s foldable-phone launch as a competitive datapoint ahead of Apple, and ongoing themes around AI infrastructure spend vs margin pressure. Mentions of Wells Fargo’s post–asset-cap growth outlook and a Blackstone/alt-manage

Mentioned: Jul 22, 2026, 6:11 PM EDTConviction: 50 / 100
Source: Stocks Churn Before Big-Tech Earnings | The Close 7/22/2026
ARK Investyoutubeopen

Cathie Wood (ARK Invest) discusses macro signals (inflation/jobs/war) and highlights an unexpected divergence between PPI and CPI. The main concrete item is ARK’s announced partnership with Kalshi (a regulated prediction-market platform), framed as a potential catalyst for a broader “financial innovation wave” and new data/signals for markets.

Mentioned: Apr 9, 2026, 8:01 PM EDTConviction: 30 / 100
Source: Inflation, Jobs, War: Kalshi’s Signals | ITK With Cathie Wood
ARK Investyoutubeopen

Podcast episode featuring Kalshi’s Head of Research discussing prediction markets and how they could be used for forecasting and risk management. The excerpt provided contains no concrete corporate news, financial results, partnership announcement, regulatory decision, or product launch tied to a publicly traded company—mostly high-level discussion about the prediction-market category and Kalshi’s mission/background.

Mentioned: Apr 1, 2026, 4:49 PM EDTConviction: 32 / 100
Source: Kalshi Beats Consensus | The Brainstorm EP 125

Current stance

Recommendationbuy
Authors3
Active decisions5
Latest price$300.30

Investment decisions

CBOE
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CBOE
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CBOE
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CBOE
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CBOE
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