u/bluecandyKayn

1 thesis · first seen May 25, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d1100%+3.4%+3.4%
3d1100%+4.8%+4.8%
1w1100%+5.4%+5.4%
1m1100%+18.5%+18.5%
3m000
6m000
1y000

Past performance does not predict future results. Informational only.

Thesis history

$QQQDiscussionbearish
u/bluecandyKayn · 60d ago
Long QQQ $450P exp Jan 17

The entire AI play, and most US stocks are dead

Iran war will drive oil prices higher, increasing energy costs and inflation, forcing rate hikes that crush AI stock valuations. Data center opex balloons on thin margins, delaying AI progress and killing earnings across the sector.

1d+3.4%
3d+4.8%
1w+5.4%
1m+18.5%
3m
6m
1y
original post →

End of results.