The home for stock theses — not another text box Stock theses that show their work

Stock theses that
show their work.

The writing platform for serious investors. Interactive charts, verified track records, and AI that sharpens every argument — all in one beautifully calm canvas.

Join 4,200+ investors publishing with conviction
Conviction AI
"Your margin claim needs a source — Q1 filing shows 41.5% op. margin."
Verified since Aug '24
+125.4%
META BUY · PT $840 12 min read $742.18 +1.4%

Meta's Year of Efficiency was just the warm-up

Sarah Chen · Verified track record +38% avg / 81% win
Interactive chart +125.4% since thesis
▲ Thesis opened
Aug ’24 · $330
Tap or drag across the chart to inspect this embedded thesis chart.
META $742.18 +1.4%
NVDA $1284.50 +2.1%
AAPL $268.40 -0.3%
MSFT $512.90 +0.6%
GOOGL $214.75 +1.1%
AMZN $248.30 -0.8%
TSLA $392.10 +3.2%
AVGO $1842.00 +0.9%
NFLX $1156.20 -1.2%
AMD $214.60 +1.8%
Why Conviction

A research desk and a publisher, in one calm canvas.

Everything a thesis needs to be read, trusted, and paid for — without the clutter of a terminal or the blandness of a blog.

01 · Interactive charts

Charts that live inside your writing.

Drop a live, interactive chart into any paragraph. Mark the exact moment you made the call — readers hover to see every print, and the gain since is computed automatically. No screenshots, no stale images.

  • Annotate entries, targets & stops on the timeline
  • Hover crosshair with date & price for every point
  • Updates live — your thesis ages with the market
META $742.18 +10.42 (1.4%) Jun '24 — Jun '26
Tap or drag across the chart to inspect price points.
Sarah Chen
@semianalyst · 18.2k subscribers
Verified
+93%
Avg return
78%
Win rate
41
Calls
METALong · Aug '24+125.4%
NVDALong · Mar '24+212.0%
PYPLShort · Jan '25+34.8%
RIVNLong · Sep '25−12.1%
02 · Verified track record

A track record you can't fake.

Every call is timestamped the moment you hit publish and scored against the market in real time. No quiet edits, no deleted losers, no cherry-picking. Readers see exactly how your conviction has paid off.

"The first finance platform where being right is actually provable." — early reader

03 · Conviction AI

An editor that argues back.

Conviction AI reads like a sharp colleague, not a chatbot. It stress-tests your claims, surfaces the data point you're missing, and drafts the counterargument before your critics do — always grounded in filings you can cite.

Tighten the prose Stress-test claim Find a counterpoint
Margins have never looked better and the Street is still asleep. Reality Labs is still a money pit, but the core ad engine is firing on every cylinder — the setup into next quarter looks deeply asymmetric.
Conviction AI suggests
Replace "never looked better" with the number: operating margin hit 41.5% in Q1 '26, up from 38% a year ago.

Cite in one keystroke

Pull a figure straight from a 10-K, earnings call, or your own chart. Conviction footnotes the source automatically — readers hover to verify.

Revenue grew 22% YoY10-K

Get paid for ideas

Gate your sharpest theses behind a paywall. Keep 90% of every subscription — Conviction handles billing, taxes, and churn.

$18,400/mo · 1,532 subs

Debate, don't comment

Structured rebuttals, not a comment dumpster. Readers post counter-theses with their own charts — and their own track record attached.

Bear case·14 rebuttals
Trending now

Theses worth your capital.

Browse all

Write your first thesis tonight.

Free to start. Bring your conviction — we'll bring the charts, the receipts, and the audience.