📈 Asset-light domestic services platforms are the tariff-immune trade

⚖ Why this verdict

fully deterministic — evaluate.py replays this from daily closes; nothing below is editable or hand-set

1. Window: 2025-05-02 → 2026-05-02 — first mention + 12-month horizon, then the window locks.
2. The call: ▲ LONG UBER (primary play). UBER fell 10.9% over the window → direction-adjusted R = -10.9% (the call lost money).
3. Benchmark: holding SPY over the same window returned +28.6% → α = -10.9 − (+28.6) = -39.5% — what this call made or lost against just owning the index. This is the number the verdict uses.
4. Rule fired:
   · HIT — R ≥ +10% AND α ≥ +5

   · PARTIAL — R ≥ +5% OR α ≥ 0

   ▶ MISS — everything else
5. Credit: supporters of a MISS earn 0 each, opposers the inverse — this feeds the scoreboard weights. supported: Jason | proxy-sensitive: ABNB→PARTIAL (+13.1%)

each voice's total force on the score — supports and opposes from every mention, weighted exactly as the replay applied them · share = % of all mention-driven movement

Jason w=0.97

1 scoring event · 100% of moves

+34.0 → net +34.0

⏳ decay drained -28.4 over the idea's life — that's time passing, attributed to no one