u/Dixon232

1 thesis · first seen Jul 22, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d111100%+2.1%+2.1%
3d1100%-1.5%-1.5%
1w1100%-15.9%-15.9%
1m111100%+21.9%+21.9%
3m111100%+6.3%+6.3%
6m000———
1y000———

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

Thesis history

$SMCIr/wallstreetbetsYOLObullish
u/Dixon232 · 94d agono track record yet
Long 4,200 shares of SMCI

SMCI 100k in

Super Micro Computer has doubled margins to 15%, secured 3 years of 2025 revenue in a single quarter ($60B backlog), and trades at a forward PE of 12. With 18% of float shorted, the author expects a short squeeze and upside to $124 on the back of strong data center demand and improving fundamentals.

At post $30.56Now $33.99+11.2% since postedas of Oct 23, 12:00 PM ET
1d+2.1%
3d-1.5%
1w-15.9%
1m+21.9%
3m+6.3%
6m—
1y—
original post →

End of results.