Fire your CTO.
A falsifiable thesis: agent-hostile e-commerce companies are shorts.
Fire Your CTO scores 17 e-commerce sites on agent readiness using the Agent Interaction Hierarchy (AIH) — a 0-100 scale measuring how friction-free each site is for AI agents. We run a simulated $1M long/short portfolio, going long on agent-friendly sites and short on hostile ones. This is a research tool, not investment advice.
Portfolio Performance
1D▲ 0.29%MTD▲ 0.20%YTD▲ 7.78%
Last rebalance: 2026-09-19Last value update: Sep 19, 07:00
This is a simulation, not investment advice.
Current Positions
Active holdings in the simulated portfolio, sorted by weight.
| Ticker | Dir | Norm. | σ | Avg. Entry | Open | High | Low | Close | Weight ↓ | P&L |
|---|---|---|---|---|---|---|---|---|---|---|
| SHOP | LONG | 74 | +2.4σ | $129.1877 | $128.61 | $129.40 | $126.83 | $128.50 | 7.76% | −$448 −0.53% |
Direction LONG Shares 651 Avg. Entry $129.1877 Current $128.50 Market Value $83,654 Weight 7.76% P&L −$448−0.53% Score 74 No scan data available | ||||||||||
| BABA | LONG | 72 | +2.2σ | $149.9336 | $110.99 | $113.77 | $110.86 | $113.24 | 6.51% | −$22,750 −24.47% |
Direction LONG Shares 620 Avg. Entry $149.9336 Current $113.24 Market Value $70,209 Weight 6.51% P&L −$22,750−24.47% Score 72 No scan data available | ||||||||||
| W | SHORT | 47 | -0.3σ | $106.5600 | $103.40 | $103.73 | $100.34 | $102.46 | 4.59% | $1,980 +3.85% |
Direction SHORT Shares 483 Avg. Entry $106.5600 Current $102.46 Market Value $49,488 Weight 4.59% P&L $1,980+3.85% Score 47 No scan data available | ||||||||||
| ETSY | SHORT | 47 | -0.3σ | $61.2983 | $72.75 | $73.47 | $72.27 | $72.60 | 4.03% | −$6,770 −18.44% |
Direction SHORT Shares 599 Avg. Entry $61.2983 Current $72.60 Market Value $43,487 Weight 4.03% P&L −$6,770−18.44% Score 47 No scan data available | ||||||||||
| TDUP | SHORT | 46 | -0.4σ | $6.0700 | $2.39 | $2.49 | $2.36 | $2.48 | 3.65% | $56,970 +59.14% |
Direction SHORT Shares 15,869 Avg. Entry $6.0700 Current $2.48 Market Value $39,355 Weight 3.65% P&L $56,970+59.14% Score 46 No scan data available | ||||||||||
| CVNA | SHORT | 47 | -0.3σ | $400.2500 | $65.94 | $66.57 | $64.75 | $65.11 | 3.45% | $191,365 +83.73% |
Direction SHORT Shares 571 Avg. Entry $400.2500 Current $65.11 Market Value $37,178 Weight 3.45% P&L $191,365+83.73% Score 47 No scan data available | ||||||||||
| TGT | SHORT | 59 | +0.9σ | $127.9801 | $159.81 | $159.82 | $157.13 | $158.19 | 3.30% | $6,797 +23.61% |
Direction SHORT Shares 225 Avg. Entry $127.9801 Current $158.19 Market Value $35,593 Weight 3.30% P&L $6,797+23.61% Score 59 No scan data available | ||||||||||
| WIX | SHORT | 53 | +0.3σ | $100.9700 | $80.16 | $81.92 | $77.84 | $78.49 | 3.07% | $9,487 +22.26% |
Direction SHORT Shares 422 Avg. Entry $100.9700 Current $78.49 Market Value $33,123 Weight 3.07% P&L $9,487+22.26% Score 53 No scan data available | ||||||||||
| NKE | SHORT | 47 | -0.3σ | $63.2800 | $36.27 | $36.68 | $35.50 | $35.51 | 2.68% | $22,605 +43.88% |
Direction SHORT Shares 814 Avg. Entry $63.2800 Current $35.51 Market Value $28,905 Weight 2.68% P&L $22,605+43.88% Score 47 No scan data available | ||||||||||
| WMT | SHORT | 53 | +0.3σ | $118.1608 | $106.57 | $107.71 | $106.53 | $106.73 | 1.88% | $2,172 +9.67% |
Direction SHORT Shares 190 Avg. Entry $118.1608 Current $106.73 Market Value $20,279 Weight 1.88% P&L $2,172+9.67% Score 53 No scan data available | ||||||||||