u/Cool_Negotiation_648

2 theses · first seen May 25, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	0	0	0	—	—	—
3d	2	2	1	50%	-0.2%	-0.2%
1w	2	2	1	50%	+0.1%	+0.1%
1m	2	2	1	50%	+10.1%	+10.1%
3m	0	0	0	—	—	—
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

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

Thesis history

$MCHPDiscussionbullish

u/Cool_Negotiation_648 · 31d ago1 prior · awaiting results

Long MCHP $100C exp Sep 18 · 20 contracts

MCHP $300M Whale

MCHP reported strong earnings on May 7th and a ~$300M institutional purchase of ~100,000 ITM Sept 2026 calls suggests major money sees upside. Author is long 20x Sept 2026 100 calls betting on continued strength.

At post $98.54Now $87.91-10.8% since postedas of Jun 10, 4:59 PM ET

1d—

3d-2.3%

1w-5.2%

1m-7.2%

3m—

6m—

1y—

original post →

$RBRKDDbullish

u/Cool_Negotiation_648 · 47d ago1 prior · awaiting results

Long RBRK $60C exp May 15 · 50 contracts

RBRK

RBRK has been beaten down alongside other SaaS names after NOW earnings, but a large block purchase of 20k+ May 15 63 calls with minimal prior open interest suggests informed betting on a significant near-term catalyst. The author is following this signal with long call positions despite no obvious catalyst before earnings in June.

At post $52.28Now $71.32+36.4% since postedas of Jun 10, 4:59 PM ET

1d—

3d+1.9%

1w+5.3%

1m+27.4%

3m—

6m—

1y—

original post →

End of results.