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▼ 0.30%MTD▼ 0.38%YTD▲ 6.68%
Last rebalance: 2026-11-04Last value update: Nov 4, 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 | $143.42 | $153.72 | $143.31 | $142.57 | 6.86% | $6,865 +10.36% |
Direction LONG Shares 513 Avg. Entry $129.1877 Current $142.57 Market Value $73,138 Weight 6.86% P&L $6,865+10.36% Score 74 No scan data available | ||||||||||
| BABA | LONG | 72 | +2.2σ | $149.9336 | $104.88 | $107.70 | $104.76 | $100.36 | 5.83% | −$30,736 −33.06% |
Direction LONG Shares 620 Avg. Entry $149.9336 Current $100.36 Market Value $62,223 Weight 5.83% P&L −$30,736−33.06% Score 72 No scan data available | ||||||||||
| ETSY | SHORT | 47 | -0.3σ | $61.2983 | $93.09 | $97.85 | $92.67 | $89.86 | 5.05% | −$17,108 −46.59% |
Direction SHORT Shares 599 Avg. Entry $61.2983 Current $89.86 Market Value $53,826 Weight 5.05% P&L −$17,108−46.59% Score 47 No scan data available | ||||||||||
| W | SHORT | 47 | -0.3σ | $106.5600 | $116.17 | $127.92 | $116.17 | $111.32 | 5.04% | −$2,299 −4.47% |
Direction SHORT Shares 483 Avg. Entry $106.5600 Current $111.32 Market Value $53,768 Weight 5.04% P&L −$2,299−4.47% Score 47 No scan data available | ||||||||||
| CVNA | SHORT | 47 | -0.3σ | $400.2500 | $73.24 | $78.48 | $72.90 | $71.28 | 3.82% | $187,842 +82.19% |
Direction SHORT Shares 571 Avg. Entry $400.2500 Current $71.28 Market Value $40,701 Weight 3.82% P&L $187,842+82.19% Score 47 No scan data available | ||||||||||
| TGT | SHORT | 59 | +0.9σ | $133.5665 | $158.00 | $163.37 | $156.41 | $154.40 | 3.30% | $4,750 +15.60% |
Direction SHORT Shares 228 Avg. Entry $133.5665 Current $154.40 Market Value $35,203 Weight 3.30% P&L $4,750+15.60% Score 59 No scan data available | ||||||||||
| TDUP | SHORT | 46 | -0.4σ | $6.0700 | $2.11 | $2.29 | $2.06 | $2.00 | 2.98% | $64,587 +67.05% |
Direction SHORT Shares 15,869 Avg. Entry $6.0700 Current $2.00 Market Value $31,738 Weight 2.98% P&L $64,587+67.05% Score 46 No scan data available | ||||||||||
| WIX | SHORT | 53 | +0.3σ | $100.9700 | $75.78 | $81.02 | $75.78 | $74.70 | 2.96% | $11,086 +26.02% |
Direction SHORT Shares 422 Avg. Entry $100.9700 Current $74.70 Market Value $31,523 Weight 2.96% P&L $11,086+26.02% Score 53 No scan data available | ||||||||||
| NKE | SHORT | 47 | -0.3σ | $63.2800 | $39.62 | $41.10 | $39.48 | $38.48 | 2.94% | $20,187 +39.19% |
Direction SHORT Shares 814 Avg. Entry $63.2800 Current $38.48 Market Value $31,323 Weight 2.94% P&L $20,187+39.19% Score 47 No scan data available | ||||||||||
| WMT | SHORT | 53 | +0.3σ | $118.1608 | $127.00 | $130.94 | $125.84 | $124.86 | 2.22% | −$1,273 −5.67% |
Direction SHORT Shares 190 Avg. Entry $118.1608 Current $124.86 Market Value $23,723 Weight 2.22% P&L −$1,273−5.67% Score 53 No scan data available | ||||||||||