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/Past-Collection-4291
2 theses · first seen May 25, 2026
| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|
| 1d | 2 | 1 | 0 | 0% | +0.2% | +0.2% |
| 3d | 2 | 1 | 0 | 0% | +1.4% | +1.4% |
| 1w | 2 | 1 | 0 | 0% | +3.4% | +3.4% |
| 1m | 2 | 1 | 0 | 0% | -5.9% | -5.9% |
| 3m | 2 | 1 | 1 | 100% | +1.5% | +1.5% |
| 6m | 0 | 0 | 0 | — | — | — |
| 1y | 0 | 0 | 0 | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
Thesis history
Amazon's Chip Business Is Bigger Than AMD, Could Soon Pass Broadcom, Intel
The post frames a comparative choice between betting on chip designers (NVDA) versus chip owners (AMZN), implying NVDA may face headwinds as large cloud providers reduce reliance on external GPU suppliers through in-house silicon.
At post $207.59·Now $209.31+0.8% since postedas of Aug 24, 1:28 PM ET
1d+1.8%
3d+3.5%
1w+8.7%
1m-1.2%
3m+2.1%
6m—
1y—
Amazon's Chip Business Is Bigger Than AMD, Could Soon Pass Broadcom, Intel
Amazon's in-house chip business (Trainium, Inferentia) is already larger than AMD's and approaching Broadcom and Intel scale. By decoupling from expensive semiconductor supply chains through custom silicon, Amazon gains significant cost advantages and should continue gaining chip market share.
At post $274.99·Now $261.97-4.7% since postedas of Aug 24, 1:28 PM ET
1d-1.4%
3d-0.8%
1w-1.8%
1m-10.5%
3m+0.9%
6m—
1y—