u/Fakeaccounr6

1 thesis · first seen May 25, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d1100%-8.8%-8.8%
3d111100%+6.2%+6.2%
1w111100%+6.2%+6.2%
1m000
3m000
6m000
1y000

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

Thesis history

$MRAMDiscussionbullish
u/Fakeaccounr6 · 22d agono track record yet

$MRAM Bull Case - Future of Memory

Everspin Technologies (MRAM) is a structural bullish thesis based on dominance in non-volatile MRAM technology for edge AI, space-based computing, and defense applications. The company's 600+ patent portfolio creates a durable moat against competition from mega-foundries, while government defense contracts and emerging orbital AI infrastructure represent massive multi-billion dollar TAM expansion that the market has not yet priced in.

At post $31.72Now $22.86-27.9% since postedas of Jun 10, 4:59 PM ET
1d-8.8%
3d+6.2%
1w+6.2%
1m
3m
6m
1y
original post →

End of results.