Archive mode — the ledger is frozen as of August 24, 2026. Past calls and track records remain browsable; no new data is being ingested.
u/Itsallaboutmargin
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% | -0.4% | -0.4% |
| 1w | 2 | 2 | 2 | 100% | +1.8% | +1.8% |
| 1m | 2 | 2 | 1 | 50% | -0.7% | -0.7% |
| 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
Advance money “Destroyer” -> Dollar-maker (AMD)
AMD has recovered from its "money destroyer" reputation, and the author's sustained buying at dips has paid off. The post celebrates gains from this contrarian bet against bearish sentiment.
At post $503.89·Now $459.04-8.9% since postedas of Aug 24, 1:28 PM ET
1d—
3d-1.7%
1w+2.4%
1m+3.2%
3m—
6m—
1y—
Why no one is talking about 🍎?
Apple is a key support for the broader market with 7% SPY weightage and has not yet peaked like other top contributors. Its low IV allows for leveraged upside as it becomes the next large-cap performer to drive market gains.
At post $308.06·Now $312.23+1.4% since postedas of Aug 24, 1:28 PM ET
1d—
3d+0.8%
1w+1.2%
1m-4.6%
3m—
6m—
1y—