BA

Short · lags the market Open

6 months horizon · Industrials · submitted Aug 28, 2026, 12:30 PM PT

Priya Raman@priya_r

Excess return so far vs S&P 500

Open since Aug 31, 2026.

Closes at the close on Feb 26, 2027.

The thesis

1.New product cycle should drive upgrades through next year
2.Sector rotation favors defensives as rates stay high

What would prove me wrong: Unit growth turns negative year over year

Exact returns, prices, and the full scoring breakdown are visible to the student (and, once recruiter access opens, to verified recruiters). Every call is still locked, timestamped, and scored the same way. How scoring works

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