← Feed

u/Conscious-Ad-4136

2 theses · first seen Jun 9, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d2200%+0.0%+0.0%
3d2200%+1.1%+1.1%
1w2200%+1.4%+1.4%
1m22150%+0.5%+0.5%
3m222100%-2.2%-2.2%
6m000———
1y000———

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

Thesis history

$XLUr/wallstreetbetsDDbearish
u/Conscious-Ad-4136 · 92d ago1 prior · 100% at 3mo
“puts on Utilities”

I analyzed which sector is most sensitive to hot CPI reports (24 - 26)

Author's analysis shows Utilities (XLU) is the most CPI-sensitive sector with a -1.29% delta on hot CPI reports. Author plans to buy puts anticipating hot inflation in May.

At post $43.98Now $43.45-1.2% since postedas of Sep 8, 4:31 PM ET
1d+0.0%
3d+1.3%
1w+2.5%
1m+2.6%
3m-2.0%
6m—
1y—
original post →
$XLREr/wallstreetbetsDDbearish
u/Conscious-Ad-4136 · 92d ago1 prior · 100% at 3mo
“puts on Real Estate”

I analyzed which sector is most sensitive to hot CPI reports (24 - 26)

Author analyzed CPI sensitivity across sectors and found Real Estate (XLRE) suffers the most on hot CPI reports, with a -0.88% delta when inflation runs hot vs. cool. Plans to buy puts betting on hot inflation in May.

At post $44.97Now $43.90-2.4% since postedas of Sep 8, 4:31 PM ET
1d+0.0%
3d+0.9%
1w+0.3%
1m-1.6%
3m-2.3%
6m—
1y—
original post →

End of results.