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u/BoatDrinks73

3 theses · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d33267%+0.9%+1.0%
3d333100%+4.2%+3.5%
1w333100%+3.9%+1.7%
1m3300%-2.7%-1.2%
3m000———
6m000———
1y000———

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

Thesis history

$ZMr/wallstreetbetsDiscussionbullish
u/BoatDrinks73 · 50d ago2 prior · awaiting results
“I also own SKM, Amazon and Zoom, though Amazon for reasons unrelated to Anthropic”

One Week Left - What is the Best Way to Get into Anthropic Pre-IPo

Zoom is listed as a pre-IPO Anthropic proxy investment option benefiting from redirected retail demand.

At post $94.90Now $99.85+5.2% since postedas of Oct 21, 12:15 PM ET
1d+1.0%
3d+6.8%
1w+1.6%
1m-1.2%
3m—
6m—
1y—
original post →
$SKMr/wallstreetbetsDiscussionbullish
u/BoatDrinks73 · 50d ago2 prior · awaiting results
“owns SKM, Amazon and Zoom, though Amazon for reasons unrelated to Anthropic”

One Week Left - What is the Best Way to Get into Anthropic Pre-IPo

SKM is a pre-IPO proxy for Anthropic exposure and benefits from redirected retail demand that would normally flow to direct IPO offerings.

At post $37.76Now $32.06-15.1% since postedas of Oct 21, 4:46 PM ET
1d-1.8%
3d+2.5%
1w+1.7%
1m-5.7%
3m—
6m—
1y—
original post →
$DXYZr/wallstreetbetsDiscussionbullish
u/BoatDrinks73 · 50d ago2 prior · awaiting results
“owns DXYZ, also owns SKM, Amazon and Zoom, though Amazon for reasons unrelated to Anthropic”

One Week Left - What is the Best Way to Get into Anthropic Pre-IPo

DXYZ trades below NAV and holds ~15% Anthropic exposure; Anthropic's S-1 disclosure will specify a valuation, likely doubling or tripling that holding's value. Small 30M share float and retail demand redirected from IPO offerings should drive DXYZ back to a NAV premium.

At post $31.60Now $29.00-8.2% since postedas of Oct 21, 4:45 PM ET
1d+3.5%
3d+3.5%
1w+8.4%
1m-1.1%
3m—
6m—
1y—
original post →

End of results.