u/ButtBubble

2 theses · first seen Jul 21, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	1	100%	+19.8%	+19.8%
3d	1	1	1	100%	+18.0%	+18.0%
1w	2	2	1	50%	+5.6%	+5.6%
1m	2	2	2	100%	+25.2%	+25.2%
3m	1	1	1	100%	+25.9%	+25.9%
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

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

Thesis history

$SMCIr/wallstreetbetsYOLObullish

u/ButtBubble · 49d ago1 prior · 100% at 3mo

“bought mid July, not selling until at least 1/1/27”

Imagine not full porting SMCI at mid $20s

Author bought SMCI at mid-$20s in July and is holding through at least January 1, 2027, with unrealized gains, indicating conviction in a sustained rally.

At post $40.26Now $33.99-15.6% since postedas of Oct 23, 12:00 PM ET

1d—

3d—

1w-0.4%

1m+7.3%

3m—

6m—

1y—

original post →

$SMCIr/wallstreetbetsYOLObullish

u/ButtBubble · 95d ago1 prior · 100% at 3mo

Long SMCI $25C exp Jul 1 · 25 contracts

$360k SMCI full port leap all in

Long-dated call options (July 2027 expiry) on SMCI representing a full portfolio commitment. Author expects significant upside over the next 3+ years, betting on company appreciation to multi-year highs.

At post $25.50Now $33.99+33.3% since postedas of Oct 23, 12:00 PM ET

1d+19.8%

3d+18.0%

1w+11.6%

1m+43.1%

3m+25.9%

6m—

1y—

original post →

End of results.