ThesisCheck
Verify stock theses against source evidence
What it does
ThesisCheck turns a stock-investment thesis into a verified-claims ledger. Submit a ticker, listing market, and thesis. ThesisCheck builds a source packet from filings, transcripts, market data and issuer materials, then shows which claims are supported, contradicted or missing evidence.
Stress-test a written stock thesis against company filings: claim-level source receipts, a forced bear case, named evidence gaps, and no buy or sell calls.
ThesisCheck reads your thesis against the company’s filings and returns the evidence. Support, bear case, and gaps. “ Meridian’s interconnection backlog converts to revenue by FY27 as utilities race to upgrade. Pricing power holds because switching costs are high. The market undervalues the services segment, which is quietly becoming the margin driver. ” SUPPORTING · “ Backlog grew 38% YoY to $2.1B; approximately 60% carries FY26–FY27 delivery windows. ” 10-K FY2025 · ITEM 7 (MD&A) · P. 41 · FILED 2026-02-19 CONTRADICTING · “ Two utility customers represented 41% of FY2025 revenue. ” 10-K FY2025 · ITEM 1 · P. 9 NOT FOUND · “ No disclosure of services-segment gross margin in any filing…from thesischeck.io
Does the same job
all alternatives →
VC Firm Investment Thesis Worksheet2020 · ▲133Simple fill-in-the-blank template for creating a VC thesis
Thesis Lock3d ago · apps.microsoft.com · ▲1Lock your investment thesis before hindsight rewrites it.
More ai this month
the category →
I trained a 125M-parameter transformer to autocomplete piano performances in real time (~108 notes/sec on an iPhone 15). The idea is basically GitHub Copilot or Tabnine, except instead of prompting it with code, you prompt it by playing a few notes on a MIDI piano. The model then continues what you played, entirely on-device. The app is free if anyone wants to try it. Happy to answer questions about the model, training, Core ML, or the many things that didn't work.
AI · 17d ago · simedw.com
Astute▲585Automate your B2B brand going viral, with new media creators
AI · 18d ago · company-app.joinastute.com
Hey HN, Henry from Cactus here! We previously released Cactus Needle, a 14MB agentic LLM for tool call, device use, and structured extraction for phones, wearables, smart homes, small robots and microcontrollers. We got really great feedback here, and have now incorporated the suggestions to release Needle 2. The whole model is a single 14MB binary that runs a full session in 28MB of RAM; 45m parameters at 2bit compression. Needle hits 500 tokens/sec decode speed on a Raspberry Pi 5, sits between 400-1,500 tokens/sec on VR devices like Meta Quest 3S and Apple Vision Pro, and ranges…
AI · 26d ago · cactuscompute.com
Launched alongside, September 2026
the whole month →
OpenTrailPaper is open-source bike computer firmware for the LilyGO T5S3 4.7" E-Paper PRO. It supports offline maps, GPX routes, FIT recording and Bluetooth sensors.
Dev tools · 1d ago · opentrailpaper.com
Run Qwen3.8-Flash-Next (125B MoE, 104 GB at 4-bit) on Macs with a fraction of that RAM by streaming experts from SSD. MLX + Swift, Ollama-compatible API. - carloslfu/slotstream
Dev tools · 4d ago · github.com
NPC-Forge is a framework for building conversational agents that run on the CPU without relying on machine learning or LLMs. - NPC-Forge/docs/development.md at main · gioblu/NPC-Forge
AI · 2d ago · github.com
Weedout is a Safari extension that filters out videos YouTube labels as “Made with AI”.
AI · 4d ago · masteranza.github.io
Find your next hire or your next role from Hacker News monthly threads. AI-powered matching between candidates and job postings.
AI · 4d ago · hnmatchmaker.com
I made OwnTime to balance between competing priorities in my life. The idea is based on two main influences: the concept of "roles" from "The 5 Choices" (2015), and my repeated failure to effectively implement time blocking due to the necessary flexibility in my role. The app allows you to define time budgets, which are not much more than a few mutually exclusive countdown timers. The UX is essentially that of a chess clock for an arbitrary number of players with configurable time. The whole point of the app is to kick you out of the running role/priority when its time is up. One…
Life & fun · 4d ago · owntime.app