Thesis Street - Stock theses that show their work

Paid subscriptions are coming - writers keep 90%Coming soon: writers keep 90%

The writing platform for serious investors. Interactive charts on real market data, and every call timestamped at publication and tracked against the market - all in one calm canvas.

Start writing - it's free Read the latest thesis

6 theses from 1 writer, every call tracked against the market

UNHNeutral$417.00 −0.5%

UnitedHealth Q3 2026: the margin repair is real, and now it is in the price

Conviction Research· Published Oct 21, 2026Ref $417.45

Price since the call

UNH daily closes with the thesis entry marked
Date	Price	Move since thesis
2026-06-23	$409.25	−2.0%
2026-06-24	$405.80	−2.8%
2026-06-25	$415.53	−0.5%
2026-06-26	$427.89	+2.5%
2026-06-29	$419.82	+0.6%
2026-06-30	$415.63	−0.4%
2026-07-01	$426.54	+2.2%
2026-07-02	$425.36	+1.9%
2026-07-06	$417.99	+0.1%
2026-07-07	$428.19	+2.6%
2026-07-08	$425.60	+2.0%
2026-07-09	$431.68	+3.4%
2026-07-10	$424.62	+1.7%
2026-07-13	$429.09	+2.8%
2026-07-14	$425.19	+1.9%
2026-07-15	$418.52	+0.3%
2026-07-16	$423.38	+1.4%
2026-07-17	$426.09	+2.1%
2026-07-20	$421.55	+1.0%
2026-07-21	$436.35	+4.5%
2026-07-22	$431.31	+3.3%
2026-07-23	$423.56	+1.5%
2026-07-24	$420.74	+0.8%
2026-07-27	$417.64	+0.0%
2026-07-28	$428.79	+2.7%
2026-07-29	$420.57	+0.7%
2026-07-30	$421.47	+1.0%
2026-07-31	$414.40	−0.7%
2026-08-03	$415.36	−0.5%
2026-08-04	$407.55	−2.4%
2026-08-05	$412.75	−1.1%
2026-08-06	$403.97	−3.2%
2026-08-07	$407.08	−2.5%
2026-08-10	$408.74	−2.1%
2026-08-11	$402.19	−3.7%
2026-08-12	$405.59	−2.8%
2026-08-13	$399.06	−4.4%
2026-08-14	$401.73	−3.8%
2026-08-17	$395.62	−5.2%
2026-08-18	$393.93	−5.6%
2026-08-19	$388.61	−6.9%
2026-08-20	$384.85	−7.8%
2026-08-21	$390.11	−6.5%
2026-08-24	$398.76	−4.5%
2026-08-25	$396.59	−5.0%
2026-08-26	$401.01	−3.9%
2026-08-27	$395.05	−5.4%
2026-08-28	$392.95	−5.9%
2026-08-31	$389.41	−6.7%
2026-09-01	$396.30	−5.1%
2026-09-02	$399.66	−4.3%
2026-09-03	$400.94	−4.0%
2026-09-04	$397.14	−4.9%
2026-09-08	$400.84	−4.0%
2026-09-09	$393.06	−5.8%
2026-09-10	$388.28	−7.0%
2026-09-11	$379.09	−9.2%
2026-09-14	$383.55	−8.1%
2026-09-15	$375.93	−9.9%
2026-09-16	$375.26	−10.1%
2026-09-17	$375.21	−10.1%
2026-09-18	$376.90	−9.7%
2026-09-21	$377.56	−9.6%
2026-09-22	$372.95	−10.7%
2026-09-23	$371.29	−11.1%
2026-09-24	$375.01	−10.2%
2026-09-25	$376.59	−9.8%
2026-09-28	$377.83	−9.5%
2026-09-29	$374.94	−10.2%
2026-09-30	$367.08	−12.1%
2026-10-01	$365.20	−12.5%
2026-10-02	$371.90	−10.9%
2026-10-05	$378.58	−9.3%
2026-10-06	$376.32	−9.9%
2026-10-07	$375.98	−9.9%
2026-10-08	$370.95	−11.1%
2026-10-09	$379.30	−9.1%
2026-10-12	$378.52	−9.3%
2026-10-13	$377.76	−9.5%
2026-10-14	$395.62	−5.2%
2026-10-15	$406.67	−2.6%
2026-10-16	$401.43	−3.8%
2026-10-19	$406.88	−2.5%
2026-10-20	$419.26	+0.4%
2026-10-21	$417.00	−0.1%

Market data: Marketstack (end of day) · as of Oct 21, 2026

SPY$773.09+0.5%

QQQ$725.38+1.1%

AAPL$343.99+1.3%

MSFT$532.95+0.2%

NVDA$221.97+2.5%

AMZN$262.37−0.1%

GOOGL$334.76−1.6%

META$697.52+0.5%

JNJ$257.78−0.6%

JPM$335.19−0.0%

NFLX$65.04−5.3%

SPCX$159.31+7.8%

TSM$431.89+1.6%

UNH$417.00−0.5%

SPY$773.09+0.5%

QQQ$725.38+1.1%

AAPL$343.99+1.3%

MSFT$532.95+0.2%

NVDA$221.97+2.5%

AMZN$262.37−0.1%

GOOGL$334.76−1.6%

META$697.52+0.5%

JNJ$257.78−0.6%

JPM$335.19−0.0%

NFLX$65.04−5.3%

SPCX$159.31+7.8%

TSM$431.89+1.6%

UNH$417.00−0.5%

SPY$773.09+0.5%

QQQ$725.38+1.1%

AAPL$343.99+1.3%

MSFT$532.95+0.2%

NVDA$221.97+2.5%

AMZN$262.37−0.1%

GOOGL$334.76−1.6%

META$697.52+0.5%

JNJ$257.78−0.6%

JPM$335.19−0.0%

NFLX$65.04−5.3%

SPCX$159.31+7.8%

TSM$431.89+1.6%

UNH$417.00−0.5%

SPY$773.09+0.5%

QQQ$725.38+1.1%

AAPL$343.99+1.3%

MSFT$532.95+0.2%

NVDA$221.97+2.5%

AMZN$262.37−0.1%

GOOGL$334.76−1.6%

META$697.52+0.5%

JNJ$257.78−0.6%

JPM$335.19−0.0%

NFLX$65.04−5.3%

SPCX$159.31+7.8%

TSM$431.89+1.6%

UNH$417.00−0.5%

Market data: Marketstack (end of day) · as of Oct 21, 2026

tickers priced every trading day

theses published

writer with a public record

of calls timestamped the moment they publish

Why Thesis Street

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

Everything a thesis needs to be read and trusted - without the clutter of a terminal or the blandness of a blog.

01 · Interactive charts

Charts that live inside your writing.

Drop an interactive price chart into any paragraph. The moment you made the call is marked - readers hover to see every close, and the move since is computed for them.

Mark the entry and the target on the timeline
Hover crosshair with date and close for every session
Updated after every close - your thesis ages with the market

UNH$417.00−0.54%Jun '26 - Oct '26

Interactive daily UNH price chart
Date	Price
2026-06-23	$409.25
2026-06-24	$405.80
2026-06-25	$415.53
2026-06-26	$427.89
2026-06-29	$419.82
2026-06-30	$415.63
2026-07-01	$426.54
2026-07-02	$425.36
2026-07-06	$417.99
2026-07-07	$428.19
2026-07-08	$425.60
2026-07-09	$431.68
2026-07-10	$424.62
2026-07-13	$429.09
2026-07-14	$425.19
2026-07-15	$418.52
2026-07-16	$423.38
2026-07-17	$426.09
2026-07-20	$421.55
2026-07-21	$436.35
2026-07-22	$431.31
2026-07-23	$423.56
2026-07-24	$420.74
2026-07-27	$417.64
2026-07-28	$428.79
2026-07-29	$420.57
2026-07-30	$421.47
2026-07-31	$414.40
2026-08-03	$415.36
2026-08-04	$407.55
2026-08-05	$412.75
2026-08-06	$403.97
2026-08-07	$407.08
2026-08-10	$408.74
2026-08-11	$402.19
2026-08-12	$405.59
2026-08-13	$399.06
2026-08-14	$401.73
2026-08-17	$395.62
2026-08-18	$393.93
2026-08-19	$388.61
2026-08-20	$384.85
2026-08-21	$390.11
2026-08-24	$398.76
2026-08-25	$396.59
2026-08-26	$401.01
2026-08-27	$395.05
2026-08-28	$392.95
2026-08-31	$389.41
2026-09-01	$396.30
2026-09-02	$399.66
2026-09-03	$400.94
2026-09-04	$397.14
2026-09-08	$400.84
2026-09-09	$393.06
2026-09-10	$388.28
2026-09-11	$379.09
2026-09-14	$383.55
2026-09-15	$375.93
2026-09-16	$375.26
2026-09-17	$375.21
2026-09-18	$376.90
2026-09-21	$377.56
2026-09-22	$372.95
2026-09-23	$371.29
2026-09-24	$375.01
2026-09-25	$376.59
2026-09-28	$377.83
2026-09-29	$374.94
2026-09-30	$367.08
2026-10-01	$365.20
2026-10-02	$371.90
2026-10-05	$378.58
2026-10-06	$376.32
2026-10-07	$375.98
2026-10-08	$370.95
2026-10-09	$379.30
2026-10-12	$378.52
2026-10-13	$377.76
2026-10-14	$395.62
2026-10-15	$406.67
2026-10-16	$401.43
2026-10-19	$406.88
2026-10-20	$419.26
2026-10-21	$417.00

Market data: Marketstack (end of day) · as of Oct 21, 2026

02 · Verified track record

A track record you can't fake.

Every call is timestamped the moment you hit publish and marked against the market after every close. No quiet edits, no deleted losers, no cherry-picking.

No calls yet. The first published thesis shows up here, marked against the market from its first close.

03 · Thesis Street AI

Coming soon

An editor that argues back.

Thesis Street 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.

Thesis Street AI suggests

Replace "never looked better" with the number: the operating margin, against a year ago.

Unsourced claim

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.

Example draft · META thesis

For writers

The business of being right, handled.

Sourcing, timestamps and discussion are built in, and paid subscriptions are on the way - so the only thing left to do is the thinking.

Paid subscriptions

Coming soon

Get paid for your ideas. Keep 90%.

Readers will subscribe monthly to the writers they trust, at a price each writer sets. Writers keep 90% of their subscription revenue; Thesis Street keeps 10%.

You set your monthly price
Readers subscribe to the writers they trust
Your public track record makes the case for you

Every monthly subscription

To the writer: 90%
To Thesis Street: 10%

Not live yet. Publishing and reading on Thesis Street are free today. The split applies to revenue after taxes and payment fees.

Cite as you write

Attach the source behind a claim - a filing, an earnings call, a report or a PDF - right where you make it, so readers can check your work.

10-K10-QTranscriptPDF

Invite-only, by design

Thesis Street grows through people who vouch for each other. Every member gets a handful of invites to bring in the investors they trust.

Discuss in the open

Readers comment, like and repost, and follow the writers whose calls hold up - with every author's record one click away.

Latest theses

Theses worth your capital.

Browse all

UNHNeutral

Write your first thesis tonight.

Free to start. Bring your conviction - we'll bring the charts, the timestamps, and the track record.

Start writing - it's free Read the latest thesis

UnitedHealth Q3 2026: the margin repair is real, and now it is in the price

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

Charts that live inside your writing.

A track record you can't fake.

An editor that argues back.

The business of being right, handled.

Get paid for your ideas. Keep 90%.

Cite as you write

Invite-only, by design

Discuss in the open

Theses worth your capital.

UnitedHealth Q3 2026: the margin repair is real, and now it is in the price

TSMC 3Q26: above its own guidance again, and still short of capacity

SpaceX Q3 2026: a blowout guide, a $10 billion quarterly cash burn, and lock-ups ahead

Netflix Q3 2026: the ads miss is real, but the earnings engine is intact

JPMorgan 3Q26: a record-setting franchise that the price already reflects

Johnson & Johnson Q3 2026: strong medicines, soft MedTech, a fair price

Write your first thesis tonight.