u/Secret_Swordfish4121

2 theses · first seen Oct 20, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	0	0	0	—	—	—
3d	2	1	1	100%	-3.7%	-3.7%
1w	2	1	1	100%	-1.9%	-1.9%
1m	2	1	1	100%	-6.9%	-6.9%
3m	1	0	0	—	-20.6%	-20.6%
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

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

Thesis history

$GOOGLr/ValueInvestingStock Analysisbullish

u/Secret_Swordfish4121 · 90d ago1 prior · awaiting results

Google started selling its TPUs to outside data centers last quarter (Q2-2026)

Google's strategic shift to selling TPUs directly to outside data centers represents a new competitive advantage against Nvidia. Combined with 82% Cloud revenue growth, a $520B backlog, and improving Cloud margins (21% to 36% YoY), this positions Google to monetize AI infrastructure at scale without building all data centers internally.

At post $326.35Now $320.21-1.9% since postedas of Oct 23, 4:45 PM ET

1d—

3d+3.1%

1w+9.1%

1m+6.2%

3m—

6m—

1y—

original post →

$RKLBr/ValueInvestingStock Analysisneutral

u/Secret_Swordfish4121 · 111d ago1 prior · awaiting results

An unprofitable Rocket Lab (RKLB) is buying a bigger, profitable company for $8B.

Rocket Lab is acquiring profitable Iridium for ~$8B to gain an operating satellite constellation, spectrum, and recurring revenue—a strategic shortcut but risky given RKLB's current losses and heavy debt burden. Success hinges on whether the company can service the debt load before Neutron rocket launches and generates meaningful returns.

At post $93.09Now $52.70-43.4% since postedas of Oct 23, 3:01 PM ET

1d—

3d-10.5%

1w-12.9%

1m-20.0%

3m-20.6%

6m—

1y—

original post →

End of results.