u/blabberboy

1 thesis · first seen May 25, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000———
3d111100%+1.5%+1.5%
1w111100%+17.9%+17.9%
1m111100%+126.4%+126.4%
3m1100%-18.1%-18.1%
6m1100%-1.5%-1.5%
1y000———

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

Thesis history

$DXYZr/wallstreetbetsDDbullish
u/blabberboy · 183d agono track record yet
Long 43,000 shares of DXYZ

$DXYZ = good way to invest in Anthropic?

DXYZ is trading near NAV despite major unrealized gains in Anthropic (up to $1T valuation from $350B), SpaceX (planned $1.75T IPO from $800B), and other high-growth private holdings (Shield AI, Databricks, OpenEvidence, OpenAI). The fund's reported NAV is stale (end 2025) and doesn't reflect these appreciation gains, making the current market price a significant discount to intrinsic value.

At post $29.44Now $27.50-6.6% since postedas of Oct 23, 4:45 PM ET
1d—
3d+1.5%
1w+17.9%
1m+126.4%
3m-18.1%
6m-1.5%
1y—
original post →

End of results.