u/PositionJournal

2 theses · first seen Jun 1, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	2	2	2	100%	+1.9%	+1.9%
3d	2	2	2	100%	+7.7%	+7.7%
1w	2	2	1	50%	+3.2%	+3.2%
1m	2	2	2	100%	+1.0%	+1.0%
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

$COURDDbullish

u/PositionJournal · 33d ago1 prior · awaiting results

Long COUR

Corsair - the Localized AI Inference Play

Corsair is pivoting from gaming peripherals to selling complete local AI inference systems (hardware + software) for small and mid-sized businesses, solving the compute constraint problem by enabling cost-effective on-premises AI deployment while preserving data privacy. With GPU rental prices rising and cloud token costs exorbitant, SMBs will adopt Corsair's full-stack solution, driving durable operating income and supporting a re-rating from current levels to 2x P/S (100% upside).

At post $5.31Now $5.37+1.1% since postedas of Jul 24, 4:59 PM ET

1d+1.9%

3d+8.5%

1w+7.0%

1m+0.6%

3m—

6m—

1y—

original post →

$RIVNDDbullish

u/PositionJournal · 54d ago1 prior · awaiting results

Long RIVN

The Full Story On Rivian's R2: The Bridge to Monetization

Rivian's R2 launch will flip vehicle economics positive with ~$36K in combined BOM and non-BOM savings, enabling $8.7K gross profit per unit at ~$66.3K ASP. Once R2 scales and gross automotive becomes profitable, the company can monetize higher-margin software, autonomy, and partnership opportunities (Uber robotaxi, VW deal) that justify significantly higher valuation.

At post $16.95Now $15.84-6.5% since postedas of Jul 24, 4:59 PM ET

1d+2.0%

3d+6.9%

1w-0.6%

1m+1.4%

3m—

6m—

1y—

original post →

End of results.