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Archived runs · Real returnsfrozen +6 months after run

Thematic discoveryRun 2025-09-22

“Small-cap AI infrastructure picks-and-shovels under $5B mcap, direct hyperscaler capex exposure”

↳ company_search

APLDApplied Digital+6.1%

IRENIris Energy−1.5%

+ 2 more names

Use this query4 names · sub-$10B at run

Signal interpretationRun 2026-03-02

“US nitrogen fertilizer plays if Iran retaliation hits Qatar's gas-to-urea chain”

↳ news_search theme:middle_east_conflict

CFCF Industries+20.6%

UANCVR Partners+18.3%

Use this query2 names · frozen 2026-08-28

— Returns: adjusted close, dividends reinvested · entry = run-day close · frozen 6 months after run · pick a card’s query, edit it, run your own.