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/Legitimate_Watch_519
2 theses · first seen May 21, 2026
| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|
| 1d | 2 | 2 | 0 | 0% | -3.7% | -3.7% |
| 3d | 2 | 2 | 2 | 100% | +10.2% | +10.2% |
| 1w | 2 | 2 | 2 | 100% | +16.3% | +16.3% |
| 1m | 2 | 2 | 2 | 100% | +22.1% | +22.1% |
| 3m | 2 | 2 | 2 | 100% | +23.3% | +23.3% |
| 6m | 0 | 0 | 0 | — | — | — |
| 1y | 0 | 0 | 0 | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
Thesis history
“long $DRAM”
DD: Why Micron (MU) and Memory (DRAM ETF) is still an Undervalued Play in the AI Supercycle
DRAM ETF benefits from the same structural shift in memory demand toward enterprise/AI infrastructure. With memory chips requiring replacement every 3-5 years and commercial contracts driving sustained capex, DRAM should outperform as the commodity label becomes outdated.
At post $48.68·Now $54.24+11.4% since postedas of Aug 24, 1:28 PM ET
1d-4.4%
3d+8.5%
1w+12.0%
1m+14.6%
3m+12.8%
6m—
1y—
“long $MU”
DD: Why Micron (MU) and Memory (DRAM ETF) is still an Undervalued Play in the AI Supercycle
Micron is structurally undervalued because memory demand has shifted from cyclical consumer spending to sticky commercial AI contracts. With a 3-5 year chip replacement cycle and projected $80 EPS, MU trades at 8.1x forward P/E versus 40+ multiples for big tech, implying significant upside if re-rated to 15-25x.
At post $666.59·Now $913.33+37.0% since postedas of Aug 24, 1:28 PM ET
1d-3.0%
3d+12.0%
1w+20.6%
1m+29.6%
3m+33.9%
6m—
1y—