u/Scared_Step4051

2 theses · first seen May 25, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	1	100%	+6.4%	+6.4%
3d	1	1	0	0%	-8.9%	-8.9%
1w	2	2	0	0%	-19.2%	-19.2%
1m	2	2	0	0%	-56.6%	-56.6%
3m	1	1	0	0%	-58.4%	-58.4%
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

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

Thesis history

$KDKr/wallstreetbetsDDbullish

u/Scared_Step4051 · 34d ago1 prior · 0% at 3mo

Long 50,000 shares of KDK

AUR is worth $13B. KDK is worth $750M. Both run driverless semis, and KDK targets highway driver out in December... ($KDK DD)

Kodiak is vastly undervalued at $750M compared to Aurora's $13B despite having delivered the only proven, customer-owned driverless semi fleet in production (35 trucks, 40,000+ paid hours) and December 2026 highway driver-out incoming. With Texas trucking alone yielding $300-500M recurring revenue on 5% penetration, KDK is positioned for multi-billion valuation growth.

At post $3.60Now $1.20-66.7% since postedas of Oct 19, 4:30 PM ET

1d+6.4%

3d-8.9%

1w-17.5%

1m-62.5%

3m—

6m—

1y—

original post →

$FLYr/wallstreetbetsGainbullish

u/Scared_Step4051 · 150d ago1 prior · 0% at 3mo

“Now loaded to a full tittie [holding screenshot showing accumulated FLY position]”

Two $FLY posts. Two times told I was regarded. Am I still regarded?

Firefly Aerospace is mispriced relative to sector comparables and is transitioning from a struggling launch provider into a diversified space defense platform with launch, lunar, orbital, and defense capabilities. Multiple near-term catalysts including Alpha Flight 8, the SpaceX IPO sector re-rating, Eclipse medium-lift vehicle, and lunar landing awards should drive significant upside.

At post $58.81Now $16.64-71.7% since postedas of Oct 19, 4:30 PM ET

1d—

3d—

1w-20.9%

1m-50.8%

3m-58.4%

6m—

1y—

original post →

End of results.