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u/Giant_leaps

2 theses · first seen Jul 6, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000———
3d2200%-0.9%-0.9%
1w222100%+1.3%+1.3%
1m222100%+6.7%+6.7%
3m222100%+27.1%+27.1%
6m000———
1y000———

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

Thesis history

$IGVr/ValueInvestingStock Analysisbullish
u/Giant_leaps · 131d ago1 prior · 100% at 3mo

Software sector Short interest has jumped almost 300% in the last year and MSFT by +70%

Software ETF short interest has surged nearly 300% in the past year to 47.7M shares, indicating extreme bearish positioning that could unwind sharply if sentiment shifts.

At post $87.31Now $104.29+19.4% since postedas of Oct 30, 4:45 PM ET
1d—
3d-1.3%
1w+1.0%
1m+5.2%
3m+19.5%
6m—
1y—
original post →
$MSFTr/ValueInvestingStock Analysisbullish
u/Giant_leaps · 131d ago1 prior · 100% at 3mo

Software sector Short interest has jumped almost 300% in the last year and MSFT by +70%

Massive short interest increase in MSFT (up 73% year-over-year to 88.7M shares) suggests shorts are exposed and vulnerable to a squeeze or reversal, especially as the trend is accelerating rather than slowing.

At post $366.65Now $521.91+42.4% since postedas of Oct 30, 4:45 PM ET
1d—
3d-0.5%
1w+1.5%
1m+8.3%
3m+34.7%
6m—
1y—
original post →

End of results.