| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | — | — | — | — | — | — |
| 3d | — | — | — | — | — | — |
| 1w | — | — | — | — | — | — |
| 1m | — | — | — | — | — | — |
| 3m | — | — | — | — | — | — |
| 6m | — | — | — | — | — | — |
| 1y | — | — | — | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
Long RDDT is one of the author's favorite positions, indicating a bullish stance on Reddit stock.
Long GME is one of the author's favorite positions, indicating a bullish stance on the stock.
Author bought CBRS stock for exposure, though confidence in the thesis rationale is low given lack of detail.
Author bought NBIS stock as a way to maintain some exposure after exiting broader AI positioning.
Author sold all MU shares, exiting the AI narrative entirely.
End of results.