u/caladhun

1 thesis · first seen May 21, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000
3d1100%-30.2%-30.2%
1w1100%-29.7%-29.7%
1m1100%-39.4%-39.4%
3m000
6m000
1y000

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

Thesis history

$MVSTDDbullish
u/caladhun · 32d agono track record yet
June calls; Oct 2025 upside target $5+

$MVST DD: US battery company carving out assets, acting real suspicious

Microvast is carving out US subsidiary assets and restructuring aggressively; CEO is holding ~85M shares plus a convertible loan maturing May 28 and waiting for a major payout, suggesting insider confidence. Q1 earnings Monday (May 11) with rock-bottom expectations provides a catalyst, and evidence points to a potential Oshkosh joint venture or acquisition deal at depressed current stock price of $2.

At post $2.02Now $1.13-44.1% since postedas of Jun 10, 4:59 PM ET
1d
3d-30.2%
1w-29.7%
1m-39.4%
3m
6m
1y
original post →

End of results.