Institutional-style research for US equities — SEC filings, earnings materials, management quality, business model, growth, and risk in one workflow.
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AI-generated informational research only. ThesisLoop is not investment advice, a stock recommendation, or a guarantee of returns.

Watch how it works
The gap
Until now.
What you do today
What analyst teams do
1
Type any NYSE or Nasdaq company, plus major ADRs. Add as many as you want.
2
10-Ks, 10-Qs, investor materials, earnings updates, and live web research — tuned for US equity research.
3
5 specialized AI analysts deliver scored insights with proof traced to source filings and documents. Continuously monitored.
Ask one question and every company's management answers — straight from their own filings, with the exact passage cited.
Ask anything — the right companies answer
Questions like "Who wins from AI capex?", "Who is constrained by GPU supply?", or "Which software companies are monetizing AI agents?" return US Big Tech and AI names with HIGH/MEDIUM confidence and direct vs. indirect exposure tagged.
Answered from SEC filings
10-Ks, 10-Qs, earnings materials, and investor presentations from Big Tech, cloud, semiconductor, and AI software companies — all read end to end.
From answer to full thesis in one click
Every answer is cited to the source document and exact passage. Send any name to your AI analyst team — full thesis in minutes.
2 free questions included on every account.
Macro scenario mapping
AI capex. GPU supply. Cloud demand. Model competition. Every AI cycle impacts Big Tech and its suppliers differently. ThesisLoop maps each scenario to your portfolio — with first, second, and third order effects.
AI Capex Boom
Cloud demand, GPU supply, power constraints, and software adoption mapped across semis, hyperscalers, utilities, and enterprise software.
Fed Rate Cycle
Higher-for-longer or rate cuts traced through banks, insurers, REITs, consumer credit, and long-duration growth stocks.
Tariffs & Reshoring
Policy shifts and supply-chain localization mapped across industrials, consumer goods, semiconductors, and retailers.
Every company tagged as Winner, Loser, or Not Affected — automatically.
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When you upgrade, your unused thesis carry over — you never lose what you’ve paid for.