Archive mode — the ledger is frozen as of August 24, 2026. Past calls and track records remain browsable; no new data is being ingested.
u/Chosoiii
5 theses · first seen May 21, 2026
| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|
| 1d | 3 | 3 | 1 | 33% | -0.4% | -1.0% |
| 3d | 5 | 5 | 1 | 20% | -1.3% | -1.0% |
| 1w | 5 | 5 | 0 | 0% | -4.0% | -3.8% |
| 1m | 5 | 5 | 1 | 20% | -3.5% | -3.2% |
| 3m | 2 | 2 | 2 | 100% | +10.9% | +10.9% |
| 6m | 0 | 0 | 0 | — | — | — |
| 1y | 0 | 0 | 0 | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
Thesis history
Google YOLO.
Recent dilution news has been overblown. The author expects Google to bounce back and rally to $380+, implying near-term upside from current levels.
At post $371.97·Now $349.49-6.0% since postedas of Aug 24, 1:28 PM ET
1d-1.0%
3d-1.0%
1w-3.8%
1m-3.2%
3m—
6m—
1y—
$GLDr/wallstreetbetsYOLObullish u/Chosoiii · 91d ago4 prior · 100% at 3mo “GLD Calls with further out expiry date”
Boring play: GLD Calls
Gold calls positioned for a rally on FOMC news and Iran ceasefire developments. Premiums are attractive and the longer expiry date provides sufficient runway for a move higher.
At post $411.95·Now $425.56+3.3% since postedas of Aug 24, 1:28 PM ET
1d-1.0%
3d-3.8%
1w-5.1%
1m-8.2%
3m—
6m—
1y—
“Bought calls to see how the next few weeks go”
Don’t sleep on Kratos.
Trump's stated interest in drone companies provides a catalyst for Kratos, which has a strong backlog of orders and contracts. The stock has bottomed and is recovering; the author expects upside over the next few weeks.
At post $63.49·Now $53.84-15.2% since postedas of Aug 24, 1:28 PM ET
1d—
3d-8.0%
1w-7.8%
1m-21.5%
3m—
6m—
1y—
$SPYr/wallstreetbetsGainbullish u/Chosoiii · 111d ago4 prior · 100% at 3mo “Bought on the dips yesterday and today. Just closed during my flight with WiFi.”
3K to 16.5K SPY gains. Bought on the dips yesterday and today. Just closed during my flight with WiFi.
Author bought SPY on recent dips and closed positions for significant gains (3K to 16.5K), indicating confidence in near-term upside after market weakness.
At post $742.31·Now $763.69+2.9% since postedas of Aug 24, 1:28 PM ET
1d+0.8%
3d-0.4%
1w-0.1%
1m-0.1%
3m+3.8%
6m—
1y—
$MUr/wallstreetbetsGainbullish u/Chosoiii · 116d ago4 prior · 100% at 3mo Closed yesterday SPY Puts and put them in MU.
Author closed SPY puts and reallocated the gains into MU, indicating a bullish view on Micron. The move suggests confidence in MU's upside relative to broader market hedges.
At post $746.81·Now $913.33+22.3% since postedas of Aug 24, 1:28 PM ET
1d—
3d+6.5%
1w-3.0%
1m+15.7%
3m+18.0%
6m—
1y—