Jun 22, 202682/100 average confidence across 3 covered companies
Daily AI Disruption Report #3
Report #3 updates Stock Shorter's AI-disruption short watchlist for the next 90 days. The platform review is simple: SSOT governance, RIOS persistence, ARP, ATG, ACE, Daily Short publishing, Beehiiv handoff, self-improvement, and the learning-loop are all in place. Supabase-backed RIOS storage is ready with zero pending migrations. Live market-data providers are not active in the local runtime, so this report combines platform history with current public-source verification.
The top three 90-day short-asymmetry candidates are Fiverr, Adobe, and Salesforce. This is research intelligence only, not investment advice.
Jun 18, 202684/100 average confidence across 5 covered companies
Daily AI Disruption Report #2
Stock Shorter reran Report #2 through the upgraded thesis-quality system and then applied institutional evidence review to the highest-ranked market-universe candidates. The broad screen scored 233 report-quality-eligible opportunities, but the public thesis set now promotes only five evidence-backed candidates with at least two independent sources, explicit disruption mechanisms, catalysts, timelines, and counterarguments.
The key outcome is quality discipline: several high-ranked screen outputs were demoted or excluded, while Adobe, Salesforce, Intuit, Autodesk, and Gen Digital remain publishable AI disruption theses for founder/operator review. Research only. Not investment advice.
Jun 4, 202677/100 average confidence across 11 covered companies
Stock Shorter AI Disruption Report #1
AI disruption is splitting the software market into two baskets: companies whose legacy traffic, seat, or service economics are being compressed by AI substitution, and companies whose infrastructure or platform position converts AI adoption into revenue. This launch report is a research watchlist, not a trade instruction. The highest-conviction disruption signal is Chegg; the highest-conviction beneficiary signal is NVIDIA.