The Theso blog
Notes from the desk.
Case studies, signals and product notes from a research desk that never goes home.
Case study · Featured
US fiscal stimulus and direct investment: the overlooked beneficiaries.
$840bn of new programmes. Thirty direct government stakes. Every desk covered the same six household names — so we asked Theso's agents what everyone was missing. Ten minutes per hypothesis later: QUBT, ONDS and LUNR.
Jim Boucherat · 3 Sep 2026 · 9 min
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Latest posts.
7 posts · updated weekly
Product · 6 min
Backtesting episodes: what a contract win is really worth.
The desk · 28 Aug 2026
Pricing power
mentions · Q2 → Q3
Signals · 4 min
Transcript intelligence: the phrase that disappears before the downgrade.
The desk · 19 Aug 2026
Research · 7 min
Nineteen pure plays: mapping the listed quantum ecosystem.
The desk · 11 Aug 2026
40,000 stocks
6 agents · 1 thesis
Inside Theso · 5 min
Six agents, one verdict: how Theso synthesises a call.
The desk · 4 Aug 2026
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Research · 5 min
Compute campuses and the second-order supply chain.
The desk · 28 Jul 2026
Insider buys
as an event class
Signals · 4 min
Insider buying as an event class: what the base rates say.
The desk · 21 Jul 2026
Theso · Research, always on
London · 2026