u/Thisispaartaaa

5 theses · first seen Jul 24, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000———
3d555100%+5.4%+3.0%
1w55120%-3.9%-5.4%
1m55360%+2.8%+1.7%
3m5500%-42.5%-44.4%
6m000———
1y000———

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

Thesis history

$KEELr/wallstreetbetsDDbullish
u/Thisispaartaaa · 93d ago4 prior · 0% at 3mo
Long KEEL

POWER IS THE PLAY, JUST NOT HOW YOU THINK

Crypto-mining-turned-AI-data-center companies like KEEL have already secured massive, long-term power capacity that remains the true bottleneck for AI expansion. With 15+ year leases to hyperscalers and power already approved and operational, these neocloud providers are undervalued relative to their critical infrastructure moat.

At post $3.51Now $1.86-47.0% since postedas of Nov 13, 4:01 PM ET
1d—
3d+7.4%
1w-5.4%
1m+1.7%
3m-44.4%
6m—
1y—
original post →
$HUTr/wallstreetbetsDDbullish
u/Thisispaartaaa · 93d ago4 prior · 0% at 3mo
Long HUT

POWER IS THE PLAY, JUST NOT HOW YOU THINK

Crypto-mining-turned-AI-data-center companies like HUT have already secured massive, long-term power capacity that remains the true bottleneck for AI expansion. With 15+ year leases to hyperscalers and power already approved and operational, these neocloud providers are undervalued relative to their critical infrastructure moat.

At post $85.44Now $57.57-32.6% since postedas of Nov 13, 4:45 PM ET
1d—
3d+3.0%
1w-5.4%
1m+15.4%
3m-27.5%
6m—
1y—
original post →
$CRWVr/wallstreetbetsDDbullish
u/Thisispaartaaa · 93d ago4 prior · 0% at 3mo
Long CRWV

POWER IS THE PLAY, JUST NOT HOW YOU THINK

Crypto-mining-turned-AI-data-center companies like CRWV have already secured massive, long-term power capacity that remains the true bottleneck for AI expansion. With 15+ year leases to hyperscalers and power already approved and operational, these neocloud providers are undervalued relative to their critical infrastructure moat.

At post $105.26Now $53.13-49.5% since postedas of Nov 13, 4:45 PM ET
1d—
3d+0.7%
1w-16.5%
1m-15.5%
3m-46.2%
6m—
1y—
original post →
$IRENr/wallstreetbetsDDbullish
u/Thisispaartaaa · 93d ago4 prior · 0% at 3mo
Long IREN

POWER IS THE PLAY, JUST NOT HOW YOU THINK

Crypto-mining-turned-AI-data-center companies like IREN have already secured massive, long-term power capacity that remains the true bottleneck for AI expansion. With 15+ year leases to hyperscalers and power already approved and operational, these neocloud providers are undervalued relative to their critical infrastructure moat.

At post $44.06Now $18.17-58.8% since postedas of Nov 13, 4:30 PM ET
1d—
3d+1.9%
1w-4.9%
1m-0.5%
3m-55.8%
6m—
1y—
original post →
$HIVEr/wallstreetbetsDDbullish
u/Thisispaartaaa · 93d ago4 prior · 0% at 3mo
Long HIVE

POWER IS THE PLAY, JUST NOT HOW YOU THINK

Crypto-mining-turned-AI-data-center companies like HIVE have already secured massive, long-term power capacity that remains the true bottleneck for AI expansion. With 15+ year leases to hyperscalers and power already approved and operational, these neocloud providers are undervalued relative to their critical infrastructure moat.

At post $2.69Now $1.57-41.6% since postedas of Nov 13, 4:45 PM ET
1d—
3d+14.1%
1w+12.6%
1m+12.6%
3m-38.7%
6m—
1y—
original post →

End of results.