u/PaperHandsTheDip

3 theses · first seen Jul 31, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	1	100%	+1.4%	+1.4%
3d	3	3	3	100%	-0.2%	+1.5%
1w	2	2	1	50%	+13.2%	+13.2%
1m	2	2	1	50%	-5.9%	-5.9%
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

$TLTr/wallstreetbetsYOLObullish

u/PaperHandsTheDip · 5d ago2 prior · awaiting results

“I looked at the options chain... calls have 13% IV... So of course I decided to buy them”

$TLT - Worried about AI? Bonds are cool again

Bonds are offering attractive ~5.6% yields with low IV on call options (13% IV), creating 30:1 leverage opportunity as investors flee equity risk amid AI concerns and market volatility.

At post $78.89Now $77.81-1.4% since postedas of Oct 1, 12:31 PM ET

1d+1.4%

3d+1.5%

1w—

1m—

3m—

6m—

1y—

original post →

$HTZr/wallstreetbetsGainbearish

u/PaperHandsTheDip · 65d ago2 prior · awaiting results

“puts for next Friday, same strike; increased position size towards EOD”

Betting against HTZ meme. Net +15k in a few days

Hertz was trading as a meme and the author successfully bet against it with puts, expecting the stock to fall and profiting from the move despite suboptimal execution timing.

At post $2.16Now $1.84-14.8% since postedas of Oct 19, 4:30 PM ET

1d—

3d-3.7%

1w+4.2%

1m-8.8%

3m—

6m—

1y—

original post →

$SOXLr/wallstreetbetsYOLObullish

u/PaperHandsTheDip · 80d ago2 prior · awaiting results

“full port into CAD hedged SOXL (SOXL.ne) via DCA over Wed, Thurs, Fri”

SOXL YOLO (Cad hedged)

Semiconductor sector is set to rally as AI recession concerns are overblown. Author deployed full portfolio via DCA into CAD-hedged SOXL based on sentiment that AI narrative remains intact.

At post $114.72Now $104.19-9.2% since postedas of Oct 19, 11:31 AM ET

1d—

3d+1.7%

1w+22.3%

1m-2.9%

3m—

6m—

1y—

original post →

End of results.