u/ThatGuyInYourRoom

2 theses · first seen May 20, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	2	2	2	100%	+3.0%	+3.0%
3d	2	2	2	100%	+3.2%	+3.2%
1w	2	2	2	100%	+12.8%	+12.8%
1m	2	2	1	50%	+14.1%	+14.1%
3m	2	2	1	50%	+2.1%	+2.1%
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

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

Thesis history

$OUSTr/wallstreetbetsDDbullish

u/ThatGuyInYourRoom · 103d ago1 prior · 50% at 3mo

Long 1,000 shares of OUST

$OUST DD - last American LiDAR company

Ouster is the last independent American LiDAR company and the primary sensor supplier for autonomous robots and vehicles. NVIDIA's qualification of Ouster's Rev8 sensors as the default on DRIVE Hyperion, combined with Chinese competitors being banned from US federal projects and 13 consecutive quarters of growth, positions Ouster to capture the entire robot economy's sensor layer.

At post $35.09Now $36.37+3.6% since postedas of Aug 24, 1:28 PM ET

1d+5.5%

3d+5.5%

1w+20.6%

1m+32.7%

3m+14.2%

6m—

1y—

original post →

$METAr/wallstreetbetsDDbullish

u/ThatGuyInYourRoom · 104d ago1 prior · 50% at 3mo

Long 1,900 shares of META

$META DD - Why you should bet on the lizard king

Meta's dual-class voting structure insulates management from activist pressure, allowing long-term AI capital investment to pay off. Whether through superior ad targeting with frontier AI models or by pivoting to a valuable GPU/infrastructure rental business, the multi-billion dollar capex in compute assets has no downside scenario—only upside from AI-driven ad improvements or infrastructure monetization.

At post $604.50Now $557.74-7.7% since postedas of Aug 24, 1:28 PM ET

1d+0.4%

3d+0.9%

1w+5.0%

1m-4.5%

3m-10.1%

6m—

1y—

original post →

End of results.