u/Pm_your_mushrooms

1 thesis · first seen May 21, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d1100%-5.0%-5.0%
3d1100%-5.0%-5.0%
1w1100%-13.8%-13.8%
1m1100%-20.2%-20.2%
3m000
6m000
1y000

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

Thesis history

$QXODDbullish
u/Pm_your_mushrooms · 35d agono track record yet
Bull call spread on QXO

$QXO - Raise the roof after earnings tomorrow

QXO is a newly public consolidation platform targeting the $800B fragmented building materials distribution industry, led by Brad Jacobs who has a proven track record of massive returns through serial acquisitions at URI, XPO, and GXO. With $1.2B in backing from Apollo and Jacobs' $900M personal stake, the company is positioned to roll up an antiquated, relationship-driven market with low digital adoption and expand margins through standardization and technology.

At post $19.74Now $15.06-23.7% since postedas of Jun 10, 4:59 PM ET
1d-5.0%
3d-5.0%
1w-13.8%
1m-20.2%
3m
6m
1y
original post →

End of results.