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u/Superb_Use_9535

2 theses · first seen Sep 4, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d22150%-0.2%-0.2%
3d22150%-0.6%-0.6%
1w22150%-0.9%-0.9%
1m22150%+3.3%+3.3%
3m222100%+31.0%+31.0%
6m222100%+71.7%+71.7%
1y222100%+102.6%+102.6%

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

Thesis history

$GOOGr/ValueInvestingStock Analysisbullish
u/Superb_Use_9535 · 453d ago1 prior · 100% at 3mo

GOOG increases CAPEX 85B to keep up with insane AI/Cloud Demand

Google's earnings beat combined with a 10B CAPEX increase (75B to 85B) and a 109B backlog signal explosive demand for cloud and AI services that is outpacing supply. The company's willingness to invest aggressively despite volatility demonstrates that AI adoption is structural, not hype, positioning GOOG for sustained growth.

At post $190.84Now $340.16+78.2% since postedas of Oct 19, 4:30 PM ET
1d+0.9%
3d+1.3%
1w+3.1%
1m+7.9%
3m+31.4%
6m+72.8%
1y+66.7%
original post →
$ASMLr/ValueInvestingStock Analysisbullish
u/Superb_Use_9535 · 461d ago1 prior · 100% at 3mo

ASML amazing earnings beats all metrics but tanks 7-8%

ASML beat all earnings metrics but guidance-driven selloff presents buying opportunity. Company has demonstrated consistent underpromising/overdelivering pattern; net bookings beat 30% shows strong future demand, and as key supplier to NVIDIA and AMD, tariff risks are likely overblown given geopolitical leverage.

At post $747.62Now $1,647.12+120.3% since postedas of Oct 19, 4:30 PM ET
1d-1.3%
3d-2.6%
1w-5.0%
1m-1.4%
3m+30.6%
6m+70.6%
1y+138.4%
original post →

End of results.