equitysell

CFO

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

Opportunity
173 / 100
Current score
-3.00
Thesis calls
5
Active decisions
6

Recent proof-backed thesis calls

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

yc989xopen

Post is a negative opinion about private prediction-market company Kalshi, referencing a rumored/claimed CFO departure and skepticism about its pre-IPO valuation/metrics. No public-market ticker is mentioned; Polymarket is referenced but is also not a listed equity. Actionability for trading is low.

Mentioned: Jul 23, 2026, 1:31 PM EDTConviction: 60 / 100
Source: yc @yc989 15h Kalshi is a plague on society and I’m not just saying that because I faded investing in it at $1B (I di...

Post promotes a free write-up of an interview with FuelCell Energy’s CFO, mentioning interview takeaways and an updated valuation/risk model through mid-2028, but provides no directional view or specific catalysts in the post itself. Actionability is low because no investable conclusion is stated.

Mentioned: Jul 23, 2026, 11:32 AM EDTConviction: 60 / 100
Source: Daniel Koss @daniel_koss 16h We interviewed $FCEL CFO Michael Bishop on Monday. Now FREE to read: • Key interview tak...

ASML Boosts Outlook on AI Momentum; Oil Rises on Trump Warning | Bloomberg Brief 07/15/2026 Tech stocks lead equities higher after ASML results show fresh evidence of strong chip demand. Pres. Trump vows to escalate attacks until Iran stops attacking ships in the Strait of Hormuz. Michelle Chang, CFO of Zoom discusses the company's growth as it marks fifteen years, alongside Bloomberg senior editor Nina Trentmann. Cayla Seder of State Street weighs inflationary risks and Fed Chair Warsh's second

Mentioned: Jul 15, 2026, 8:34 AM EDTConviction: 60 / 100
Source: ASML Boosts Outlook on AI Momentum; Oil Rises on Trump Warning | Bloomberg Brief 07/15/2026
All-In Podcastyoutubeopen

OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze (0:00) Bestie intros (3:05) OpenAI misses targets, Codex gains on Claude (20:02) AI cybersecurity: a market that's about to explode (31:03) Elon vs Sam Altman lawsuit (41:00) Big tech smashes earnings, Capex explosion (52:44) Vibecoding nightmare: AI deleted someone's codebase (58:33) Retatrutide craze: peptides go mainstream (1:06:34) Friedberg's Supreme Court experience Apply for Summit 2026: https:

Mentioned: May 1, 2026, 6:08 PM EDTConviction: 60 / 100
Source: OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

The provided 10-Q text is only the cover/header for American Airlines Group Inc. (AAL) for the quarter ended March 31, 2026 and does not include any financial statements, KPIs (RASM/CASM, load factor), guidance, liquidity/debt updates, or risk-factor changes. As a result, there is no source-supported incremental catalyst or thesis to trade on from the excerpt alone.

Mentioned: Apr 23, 2026, 7:02 AM EDTConviction: 80 / 100
Source: AAL 10-Q report for 2026-03-31

Current stance

Recommendationsell
Authors5
Active decisions6
Latest price$80.61

Investment decisions

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