u/RoutineRevolution544 — thesis ledger

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	1	100%	+2.4%	+2.4%
3d	1	1	1	100%	+4.7%	+4.7%
1w	1	1	1	100%	+1.1%	+1.1%
1m	1	1	0	0%	-38.3%	-38.3%
3m	0	0	0	—	—	—
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

Window

Theses

Resolved

Wins

Win rate

Avg return

Median return

100%

+2.4%

100%

+4.7%

100%

+1.1%

-38.3%

—

Thesis history

$EOSEr/wallstreetbetsDDbullish

u/RoutineRevolution544 · 46d agono track record yet

EOSE Q3 Earnings play

EOSE has regained execution credibility after the Q4 2025 miss by delivering on Q1-Q2 2026 guidance with conservative tone. Q3 earnings should show margin improvement as Line 2 ramps and Line 1 maintains the higher run rate established in June, with gross profit potentially achievable by Q4 2026, creating asymmetric risk/reward after an 80% drawdown.

At post $3.07Now $1.91-37.7% since postedas of Nov 13, 4:45 PM ET

1d+2.4%

3d+4.7%

1w+1.1%

1m-38.3%

3m—

6m—

1y—

original post →

End of results.