u/Professional-Bus8449 — thesis ledger

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	1	100%	+6.5%	+6.5%
3d	1	1	0	0%	-6.9%	-6.9%
1w	1	1	0	0%	-9.3%	-9.3%
1m	1	1	0	0%	-41.0%	-41.0%
3m	0	0	0	—	—	—
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

Window

Theses

Resolved

Wins

Win rate

Avg return

Median return

100%

+6.5%

-6.9%

-9.3%

-41.0%

—

Thesis history

$ICHRDDbullish

u/Professional-Bus8449 · 45d agono track record yet

Long ICHR

ICHOR Holdings DD: I bought this random semi stock, made 5k€, and now I’m reverse-engineering the thesis before earnings

ICHR is a semiconductor equipment supplier specializing in precision gas and fluid delivery systems for chip fabs. The semi cycle is strengthening with sustained AI capex driving demand, and the stock remains undiscussed, creating upside potential into earnings.

At post $105.46Now $71.19-32.5% since postedas of Aug 13, 4:59 PM ET

1d+6.5%

3d-6.9%

1w-9.3%

1m-41.0%

3m—

6m—

1y—

original post →

End of results.