Public Teardowns: Dated Thesis Ledgers
Each teardown is a full ThesisCheck ledger published as a dated artifact: one ticker, one written thesis, source-linked receipts, a forced bear case, and explicit evidence gaps.
A dated ThesisCheck ledger for an NVDA thesis on durable data-center growth, the CUDA moat, and 70%+ gross margins. Every claim is checked against SEC filings, with source receipts, unsupported claims, and a forced bear case.
Oklo (OKLO) thesis teardown: the default SMR pick claim checked against SEC filingsA dated ThesisCheck ledger for an OKLO thesis built on Aurora reactors and a large signed pipeline before revenue. Filing evidence, unsupported claims, and the forced bear case are laid out with source receipts.
Rocket Lab (RKLB) thesis teardown: the Neutron cash-flow path checked against SEC filingsA dated ThesisCheck ledger for an RKLB thesis on Electron cadence, the reusable Neutron rocket, and the path to positive margins. Each claim is mapped to filing evidence, gaps, and the forced bear case.
AST SpaceMobile (ASTS) thesis teardown: the direct-to-cell moat checked against SEC filingsA dated ThesisCheck ledger for an ASTS thesis on BlueBird, carrier agreements, and a first-mover network moat funded by dilution. Filing evidence, unsupported claims, and the forced bear case with source receipts.
NuScale (SMR) thesis teardown: the NRC approval and order book checked against SEC filingsA dated ThesisCheck ledger for an SMR thesis on the only NRC-approved reactor design, DOE backing, and a locked-in module order book. Every claim is checked against the filings, with receipts and the forced bear case.
SoundHound (SOUN) thesis teardown: the independent voice-AI platform checked against SEC filingsA dated ThesisCheck ledger for a SOUN thesis on an independent voice-AI platform with automotive and restaurant deployments. Filing evidence, unsupported claims, and the forced bear case with source receipts.
Joby (JOBY) thesis teardown: the eVTOL certification lead checked against SEC filingsA dated ThesisCheck ledger for a JOBY thesis on vertical integration, cash position, and an FAA certification lead in air taxis. Each claim is mapped to filing evidence, gaps, and the forced bear case.
IonQ (IONQ) thesis teardown: the quantum advantage race checked against SEC filingsA dated ThesisCheck ledger for an IONQ thesis on trapped-ion architecture and enterprise and government contracts. Filing evidence, unsupported claims, and the forced bear case with source receipts.
Centrus (LEU) thesis teardown: the sole HALEU supplier claim checked against SEC filingsA dated ThesisCheck ledger for an LEU thesis on domestic HALEU enrichment, the Russian import ban, and DOE contracts. Every claim is checked against the filings, with receipts and the forced bear case.
Archer (ACHR) thesis teardown: the near-term air-taxi revenue path checked against SEC filingsA dated ThesisCheck ledger for an ACHR thesis on Midnight, FAA certification progress, and United and military orders. Filing evidence, unsupported claims, and the forced bear case with source receipts.