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u/MeanTimeMeTime

2 theses · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d1100%-0.4%-0.4%
3d1100%-0.7%-0.7%
1w1100%-4.3%-4.3%
1m1100%-11.1%-11.1%
3m000———
6m000———
1y000———

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

Thesis history

$WEATr/wallstreetbetsDiscussionbullish
u/MeanTimeMeTime · 40d ago1 prior · awaiting results
Long WEAT $30C exp Jan 1

Fuck your Crops round 2. Going long WEAT into 2027.

Author holds several hundred Jan 2027 $30 calls on WEAT (wheat ETF), betting on escalating Ukraine-Russia conflict disrupting global wheat supplies from the Black Sea region. Fundamental catalysts include shipping insurance gaps, farmer cash flow collapse, and expected NATO conflict within 5-6 months, all supporting higher wheat prices through 2027.

At post $25.68Now $22.28-13.2% since postedas of Nov 2, 10:45 AM ET
1d-0.4%
3d-0.7%
1w-4.3%
1m-11.1%
3m—
6m—
1y—
original post →
$WEATr/wallstreetbetsDiscussionbullish
u/MeanTimeMeTime · 75d ago1 prior · awaiting results
“235 WEAT calls set to expire at the end of this year at strike 30 dollars. May also buy some of the 12/17/2027 calls.”

Fuck your crops. Going long on WEAT into 2027.

The author is bullish on wheat into 2027 due to a convergence of supply-constrained catalysts: 97% reduction in Black Sea grain shipping capacity from Russia-Ukraine conflict, El Niño pressuring yields in major exporters like Australia and India, Middle East geopolitical tensions triggering food stockpiling demand, and fertilizer supply constraints limiting replanting capacity.

At post $25.34Now $22.28-12.1% since postedas of Nov 2, 10:45 AM ET
1d+0.2%
3d+0.3%
1w+6.5%
1m+2.1%
3m—
6m—
1y—
original post →

End of results.