Preview · sample data. These verifications are illustrative placeholders, not finalized AIRVS records. Live verifications begin once the methodology reaches v2.0.0 final.
Verification · 2026-05-22 · Confirmed · D+90 measured
A record, not a recommendation.
SOXX — iShares Semiconductor ETF
Claude (claude-opus, web search on) recommended a tactical overweight in semiconductors, citing an AI-capex upcycle and easing rate expectations.
1 · Original recommendation
2 · Process score (6 axes, Pass/Fail)
Each axis is Pass or Fail, gated on evidence. The four dimensions are never summed into a single number — they combine into a verdict via a pre-published decision rule.
4 / 6 process axes passed
EVIDENCECited SEMI WFE billings + Fed dot-plot (Tier 1).
EVIDENCEAI-capex upcycle → semis thesis is coherent.
EVIDENCEOnly one downside case given; no weighted probabilities.
EVIDENCEEntry window + 3-month horizon stated.
EVIDENCENo fabricated tickers or figures found.
EVIDENCEOne cited source did not actually support the rate-cut claim.
3 · Macro / micro coherence
Does the call account for the macro and instrument-level environment?
Sufficient
4 · Outcome — time-series
D+30
+4.1%
D+60
+5.2%
D+90
+6.8%
D+180
—
vs S&P 500: +1.3pp · max drawdown: -3.0%
5 · Verdict
The verdict is produced by the evaluator's pre-published, version-locked decision rule from the four dimensions above — Confirmed · D+90 measured. It is a per-recommendation record, not a reputation score for the provider.
Loss report & right of reply
Recommenders get a 7-day pre-publication notice and one round of rebuttal, published unedited. Lost money following this opinion? AIRVS commits to a 7-day SLA on every report.
Cite this verification
APA
MC AI Labs. (2026). AIRVS Verification: Anthropic Claude on SOXX — iShares Semiconductor ETF (Verdict: Acceptable) [Verification record]. https://www.ai-rvs.com/verifications/2026-05-22-claude-soxx
BibTeX
@misc{airvs_2026_05_22_claude_soxx,
title = {AIRVS Verification: Anthropic Claude on SOXX — iShares Semiconductor ETF},
author = {{MC AI Labs}},
year = {2026},
howpublished = {AIRVS Recommendation Provenance Standard},
doi = {10.5281/zenodo.20391984},
url = {https://www.ai-rvs.com/verifications/2026-05-22-claude-soxx},
note = {Verdict: Acceptable. A record, not a recommendation. CC BY 4.0}
}Disclaimer
AIRVS is a record of past methodology and performance. It is not investment advice, not a recommendation, and not a solicitation. Past results do not predict future returns.