| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | 0 | 0 | 0 | — | — | — |
| 3d | 4 | 4 | 1 | 25% | -3.1% | -4.4% |
| 1w | 4 | 4 | 0 | 0% | -6.7% | -7.7% |
| 1m | 4 | 4 | 3 | 75% | +4.5% | +4.1% |
| 3m | 4 | 4 | 1 | 25% | -14.2% | -18.7% |
| 6m | 0 | 0 | 0 | — | — | — |
| 1y | 0 | 0 | 0 | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
Author expects SNDK to run to $2000 per share and anticipates a stock split at the next earnings announcement.
Author is bullish on MU with a target price of $1000 and expects a stock split, though acknowledging the stock has already run significantly.
Author expects WDC to run higher, targeting $750 per share, following strong momentum in memory sector stocks and expecting a future stock split.
VIAV has strong revenue growth (42.8% YoY) driven by AI/data center demand and recent acquisitions, with guidance indicating continued momentum. Despite lower GAAP earnings, non-GAAP profitability improved significantly, and the earnings miss is primarily due to one-time charges and restructuring costs rather than operational weakness.
End of results.