u/The_Mercutos

1 thesis · first seen May 29, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000
3d111100%+3.2%+3.2%
1w1100%-16.3%-16.3%
1m1100%-14.6%-14.6%
3m000
6m000
1y000

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

Thesis history

$GRRRDDbullish
u/The_Mercutos · 57d agono track record yet
Long 20000 shares of GRRR

$GRRR - The AI Infrastructure Play Nobody’s Talking About (530M MC vs 5B+ Backlog)

Company has $530M market cap against $5B contracted backlog with revenue starting within 90 days. Non-dilutive financing through SPVs ($300M-$800M+) and vendor financing ($500M-$1B) funds 500MW+ capacity by 2027 without shareholder dilution, implying significant upside at current valuation.

At post $20.48Now $12.01-41.4% since postedas of Jul 24, 4:59 PM ET
1d
3d+3.2%
1w-16.3%
1m-14.6%
3m
6m
1y
original post →

End of results.