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Archived runs · Real returns
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
Supply chain traceRun 2025-10-28
Japanese small caps that are near-sole-suppliers of critical components into US AI data center buildout
company_search market:japan
6777.Tsantec Holdings+214.1%
6834.TSEIKOH GIKEN+203.2%
+ 2 more names
Use this query4 names · near-sole suppliers
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
Alt-data: gov contractsRun 2026-02-04
Small/mid-cap defense companies with largest Q1 2025 federal contract obligations
run_sql table:gov_contract
VSATViasat (defense satcom)+117.1%
HIIHuntington Ingalls−21.6%
Use this query2 names · Q1 obligations ranked

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