Daily Pulse Portfolio Bitcoin Mist Intel Updates Briefs Watchlist

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Recent Updates

Last 30 days of position changes

Auto-screened. Conviction: 6/10

reaffirm 2026-05-10

Rolling monthly deep review. Conviction: 6/10

Auto-screened. Conviction: 6/10

AI Supercycle Phase 3 batch report. Conviction: 6/10.

AI Supercycle Phase 3 batch report. Conviction: 6/10.

AI Supercycle Phase 3 batch report. Conviction: 7/10.

reaffirm 2026-05-10

AI Supercycle Phase 3 batch report. Conviction: 7/10.

AI Supercycle Phase 3 batch report. Conviction: 7/10.

AI Supercycle Phase 3 batch report. Conviction: 6/10.

AI Supercycle Phase 3 batch report. Conviction: 6/10.

AI Supercycle Phase 3 batch report. Conviction: 6/10.

AI Supercycle Phase 3 batch report. Conviction: 7/10.

AI Supercycle Phase 1 batch report. Conviction: 6/10.

AI Supercycle Phase 1 batch report. Conviction: 7/10.

AI Supercycle Phase 1 batch report. Conviction: 7/10.

AI Supercycle Phase 1 batch report. Conviction: 8/10.

AI Supercycle Phase 1 batch report. Conviction: 6/10.

AI Supercycle Phase 1 batch report. Conviction: 7/10.

reaffirm 2026-05-10

AI Supercycle Phase 1 batch report. Conviction: 8/10.

AI Supercycle special report. Conviction: 6/10

reaffirm 2026-05-10

AI Supercycle special report. Conviction: 7/10

reaffirm 2026-05-10

AI Supercycle special report. Conviction: 7/10

reaffirm 2026-05-10

AI Supercycle special report. Conviction: 6/10

reaffirm 2026-05-10

AI Supercycle special report. Conviction: 6/10

reaffirm 2026-05-10

AI Supercycle special report. Conviction: 6/10

reaffirm 2026-05-10

AI Supercycle special report. Conviction: 6/10

reaffirm 2026-05-10

Rolling monthly deep review. Conviction: 5/10

abandoned 2026-05-10

Dropped from 30-name target list — conviction 6/10 is below the threshold needed to maintain a spot as new higher-conviction ideas were added today.

abandoned 2026-05-10

Dropped from 30-name target list — conviction 5/10 is below the threshold needed to maintain a spot as new higher-conviction ideas were added today.

Auto-screened. Conviction: 6/10

Auto-screened. Conviction: 5/10

reaffirm 2026-05-09

Rolling monthly deep review. Conviction: 6/10

abandoned 2026-05-09

Dropped from 30-name target list — conviction 6/10 is below the threshold needed to maintain a spot as new higher-conviction ideas were added today.

abandoned 2026-05-09

Dropped from 30-name target list — conviction 6/10 is below the threshold needed to maintain a spot as new higher-conviction ideas were added today.

Auto-screened. Conviction: 6/10

Auto-screened. Conviction: 6/10

reaffirm 2026-05-08

Rolling monthly deep review. Conviction: 6/10

abandoned 2026-05-08

Dropped from 30-name target list — conviction 6/10 is below the threshold needed to maintain a spot as new higher-conviction ideas were added today.

abandoned 2026-05-08

Dropped from 30-name target list — conviction 6/10 is below the threshold needed to maintain a spot as new higher-conviction ideas were added today.

abandoned 2026-05-08

Dropped from 30-name target list — conviction 6/10 is below the threshold needed to maintain a spot as new higher-conviction ideas were added today.

abandoned 2026-05-08

Dropped from 30-name target list — conviction 6/10 is below the threshold needed to maintain a spot as new higher-conviction ideas were added today.

abandoned 2026-05-08

Dropped from 30-name target list — conviction 6/10 is below the threshold needed to maintain a spot as new higher-conviction ideas were added today.

abandoned 2026-05-08

Dropped from 30-name target list — conviction 6/10 is below the threshold needed to maintain a spot as new higher-conviction ideas were added today.

abandoned 2026-05-08

Dropped from 30-name target list — conviction 6/10 is below the threshold needed to maintain a spot as new higher-conviction ideas were added today.

abandoned 2026-05-08

Dropped from 30-name target list — conviction 6/10 is below the threshold needed to maintain a spot as new higher-conviction ideas were added today.

Auto-screened. Conviction: 6/10

AI Supercycle special report. Conviction: 6/10

AI Supercycle special report. Conviction: 7/10

AI Supercycle special report. Conviction: 7/10

reaffirm 2026-05-07

AI Supercycle special report. Conviction: 6/10

AI Supercycle special report. Conviction: 6/10

AI Supercycle special report. Conviction: 6/10

AI Supercycle special report. Conviction: 6/10

reaffirm 2026-05-07

Rolling monthly deep review. Conviction: 7/10

abandoned 2026-05-07

Dropped from 30-name target list — conviction 6/10 is below the threshold needed to maintain a spot as new higher-conviction ideas were added today.

abandoned 2026-05-07

Dropped from 30-name target list — conviction 6/10 is below the threshold needed to maintain a spot as new higher-conviction ideas were added today.

abandoned 2026-05-07

Dropped from 30-name target list — conviction 6/10 is below the threshold needed to maintain a spot as new higher-conviction ideas were added today.

abandoned 2026-05-07

Dropped from 30-name target list — conviction 6/10 is below the threshold needed to maintain a spot as new higher-conviction ideas were added today.

abandoned 2026-05-07

Dropped from 30-name target list — conviction 6/10 is below the threshold needed to maintain a spot as new higher-conviction ideas were added today.

abandoned 2026-05-07

Dropped from 30-name target list — conviction 6/10 is below the threshold needed to maintain a spot as new higher-conviction ideas were added today.

abandoned 2026-05-07

Dropped from 30-name target list — conviction 6/10 is below the threshold needed to maintain a spot as new higher-conviction ideas were added today.

abandoned 2026-05-07

Dropped from 30-name target list — conviction 6/10 is below the threshold needed to maintain a spot as new higher-conviction ideas were added today.

abandoned 2026-05-07

Dropped from 30-name target list — conviction 6/10 is below the threshold needed to maintain a spot as new higher-conviction ideas were added today.

abandoned 2026-05-07

Dropped from 30-name target list — conviction 6/10 is below the threshold needed to maintain a spot as new higher-conviction ideas were added today.

abandoned 2026-05-07

Dropped from 30-name target list — conviction 6/10 is below the threshold needed to maintain a spot as new higher-conviction ideas were added today.

abandoned 2026-05-07

Dropped from 30-name target list — conviction 6/10 is below the threshold needed to maintain a spot as new higher-conviction ideas were added today.

abandoned 2026-05-07

Dropped from 30-name target list — conviction 5/10 is below the threshold needed to maintain a spot as new higher-conviction ideas were added today.

abandoned 2026-05-07

Dropped from 30-name target list — conviction 5/10 is below the threshold needed to maintain a spot as new higher-conviction ideas were added today.

abandoned 2026-05-07

Dropped from 30-name target list — conviction 5/10 is below the threshold needed to maintain a spot as new higher-conviction ideas were added today.

abandoned 2026-05-07

Dropped from 30-name target list — conviction 5/10 is below the threshold needed to maintain a spot as new higher-conviction ideas were added today.

abandoned 2026-05-07

Dropped from 30-name target list — conviction 5/10 is below the threshold needed to maintain a spot as new higher-conviction ideas were added today.

abandoned 2026-05-07

Dropped from 30-name target list — conviction 5/10 is below the threshold needed to maintain a spot as new higher-conviction ideas were added today.

abandoned 2026-05-07

Dropped from 30-name target list — conviction 5/10 is below the threshold needed to maintain a spot as new higher-conviction ideas were added today.

abandoned 2026-05-07

Dropped from 30-name target list — conviction 5/10 is below the threshold needed to maintain a spot as new higher-conviction ideas were added today.

Auto-screened. Conviction: 6/10

Auto-screened. Conviction: 6/10

Auto-screened. Conviction: 6/10

Auto-screened. Conviction: 7/10

Auto-screened. Conviction: 6/10

Auto-screened. Conviction: 6/10

Auto-screened. Conviction: 6/10

Auto-screened. Conviction: 6/10

Auto-screened. Conviction: 6/10

Auto-screened. Conviction: 6/10

Auto-screened. Conviction: 7/10

Auto-screened. Conviction: 6/10

Auto-screened. Conviction: 6/10

Auto-screened. Conviction: 6/10

Auto-screened. Conviction: 5/10

Auto-screened. Conviction: 6/10

Auto-screened. Conviction: 5/10

Auto-screened. Conviction: 6/10

Auto-screened. Conviction: 6/10

Auto-screened. Conviction: 6/10

Auto-screened. Conviction: 7/10

Deep dive complete. Overall conviction: 5/10

Deep dive complete. Overall conviction: 5/10

Deep dive complete. Overall conviction: 6/10

Deep dive complete. Overall conviction: 6/10

Deep dive complete. Overall conviction: 5/10

Deep dive complete. Overall conviction: 5/10

Deep dive complete. Overall conviction: 6/10

Deep dive complete. Overall conviction: 6/10

Deep dive complete. Overall conviction: 7/10

Deep dive complete. Overall conviction: 5/10

Deep dive complete. Overall conviction: 6/10

Deep dive complete. Overall conviction: 6/10

Deep dive complete. Overall conviction: 7/10

Deep dive complete. Overall conviction: 5/10

Deep dive complete. Overall conviction: 6/10

Deep dive complete. Overall conviction: 6/10

Deep dive complete. Overall conviction: 6/10

Deep dive complete. Overall conviction: 6/10

Deep dive complete. Overall conviction: 6/10

Deep dive complete. Overall conviction: 6/10

Deep dive complete. Overall conviction: 6/10

Deep dive complete. Overall conviction: 6/10

Deep dive complete. Overall conviction: 6/10

Deep dive complete. Overall conviction: 6/10

Deep dive complete. Overall conviction: 7/10

Deep dive complete. Overall conviction: 8/10

Deep dive complete. Overall conviction: 7/10

Deep dive complete. Overall conviction: 6/10

Deep dive complete. Overall conviction: 8/10

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