u/Away_Cancel_5208

2 theses · first seen May 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d1100%-1.2%-1.2%
3d22150%+0.4%+0.4%
1w22150%+0.5%+0.5%
1m22150%-2.1%-2.1%
3m22150%-0.0%-0.0%
6m000
1y000

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$NFLXr/wallstreetbetsYOLObullish
u/Away_Cancel_5208 · 94d ago1 prior · 50% at 3mo
I got calls

🚀 NFLX IS THE MOST UNDERRATED MONEY PRINTER ON THE MARKET RIGHT NOW AND YOU'RE SLEEPING ON IT 🚀

Netflix is a cash flow machine with $12.5B FCF guidance for 2026, a $25B buyback program, ad revenue expected to double to ~$3B, and 32.3% operating margins. H2 2026 marks peak margin expansion as content amortization headwinds ease, making this an asymmetric play with targets of $100 by Q3 and $120 EOY.

At post $82.64Now $76.77-7.1% since postedas of Sep 8, 4:30 PM ET
1d
3d-1.5%
1w-2.8%
1m-8.0%
3m-4.8%
6m
1y
original post →
$BNTXr/wallstreetbetsYOLObullish
u/Away_Cancel_5208 · 113d ago1 prior · 50% at 3mo
Long BNTX $100C exp Jun 18

BNTX is about to go full send at ASCO and nobody’s talking about it 🚀🧬

BioNTech will present multiple late-stage clinical readouts at ASCO 2026 starting May 29th, with pumitamig (PD-L1 + VEGF-A bispecific) potentially rivaling Keytruda in lung cancer. Positive Phase 2 data would unlock a multi-product oncology empire narrative and phase in $16.8B cash runway, driving upside.

At post $88.85Now $98.66+11.0% since postedas of Sep 8, 4:30 PM ET
1d-1.2%
3d+2.3%
1w+3.7%
1m+3.9%
3m+4.8%
6m
1y
original post →

End of results.