Archive mode — the ledger is frozen as of August 24, 2026. Past calls and track records remain browsable; no new data is being ingested.
u/darth_salmon
1 thesis · first seen May 25, 2026
| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|
| 1d | 1 | 1 | 0 | 0% | -8.2% | -8.2% |
| 3d | 1 | 1 | 1 | 100% | +18.2% | +18.2% |
| 1w | 1 | 1 | 0 | 0% | -48.3% | -48.3% |
| 1m | 1 | 1 | 1 | 100% | +14.3% | +14.3% |
| 3m | 1 | 1 | 0 | 0% | -34.5% | -34.5% |
| 6m | 0 | 0 | 0 | — | — | — |
| 1y | 0 | 0 | 0 | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
Thesis history
POET YOLO
POET secured confirmation that Marvell is a customer with purchase orders expected to exceed $5m. CFO guidance on higher margins and additional orders suggests strong revenue growth trajectory.
At post $12.77·Now $7.76-39.2% since postedas of Aug 24, 1:28 PM ET
1d-8.2%
3d+18.2%
1w-48.3%
1m+14.3%
3m-34.5%
6m—
1y—