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%
3m1100%+26.7%+26.7%
6m000
1y000

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

Thesis history

$QQQDiscussionbearish
u/bluecandyKayn · 106d agono track record yet
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.

At post $557.67Now $711.74+27.6% since postedas of Jul 13, 4:59 PM ET
1d+3.4%
3d+4.8%
1w+5.4%
1m+18.5%
3m+26.7%
6m
1y
original post →

End of results.