Long 250 shares of MRVL
Hope you degens are ready to buy
Long position (250 shares) in semiconductor sector, positioned for recovery as macroeconomic headwinds ease.
1d—
3d-2.4%
1w-5.2%
1m+18.1%
3m—
6m—
1y—
u/Count-to-3
6 theses · first seen May 25, 2026
| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | 0 | 0 | 0 | — | — | — |
| 3d | 6 | 6 | 3 | 50% | +2.8% | +0.9% |
| 1w | 6 | 6 | 2 | 33% | -0.6% | -2.5% |
| 1m | 6 | 6 | 3 | 50% | +4.8% | -0.5% |
| 3m | 0 | 0 | 0 | — | — | — |
| 6m | 0 | 0 | 0 | — | — | — |
| 1y | 0 | 0 | 0 | — | — | — |
Past performance does not predict future results. Informational only.
Thesis history
Long 250 shares of RDDT
Hope you degens are ready to buy
Long position (250 shares) positioned for market recovery and mean reversion during current correction.
1d—
3d-1.3%
1w-4.7%
1m+1.6%
3m—
6m—
1y—
Long POET
Hope you degens are ready to buy
Long position ($2K) in semiconductor/chip equipment space as part of recovery-focused portfolio during market dip.
1d—
3d+11.2%
1w+2.1%
1m-10.9%
3m—
6m—
1y—
Long LUNR
Hope you degens are ready to buy
Long position ($3K) as part of dip-buying allocation. Positioned for recovery during anticipated market bounce.
1d—
3d+2.0%
1w-2.7%
1m+25.7%
3m—
6m—
1y—
Long 250 shares of MU
Hope you degens are ready to buy
Long position (250 shares) as part of a buy-the-dip portfolio strategy during market correction. Author expects mean reversion and sustained upside once macroeconomic headwinds ease.
1d—
3d+7.5%
1w+9.5%
1m-3.0%
3m—
6m—
1y—
Hope you degens are ready to buy
The S&P 500 is currently correcting but earnings fundamentals remain strong with 80%+ beat rate. Once geopolitical tensions (Strait of Hormuz) ease or oil supply resumes, commodity prices will fall and fuel a sustained bull market lasting at least another year. Historical precedent suggests high VIX levels (>30) mark excellent buying opportunities.
1d—
3d-0.3%
1w-2.4%
1m-2.5%
3m—
6m—
1y—
End of results.