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u/evolflush

2 theses · first seen Jul 30, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$NBISDDbullish
u/evolflush · 4h ago1 prior · awaiting results
Long 1 share of NBIS

Tell me I'm wrong - DD + Crayons on Chips

Chip sector has corrected 60% to the 200-day moving average and represents a mean reversion opportunity. Despite AI hype cooling and market concerns over spending, fundamentals remain intact, and chips remain in structural shortage, setting up for recovery as AI adoption continues.

Now $187.66just now
1d—
3d—
1w—
1m—
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6m—
1y—
original post →
$SNDKDDbullish
u/evolflush · 4h ago1 prior · awaiting results
Long 1 share of SNDK

Tell me I'm wrong - DD + Crayons on Chips

Chip sector has corrected 60% to the 200-day moving average and represents a mean reversion opportunity. Despite AI hype cooling and market concerns over spending, fundamentals remain intact (MSFT beat on Azure), and chips remain in structural shortage, setting up for recovery as AI adoption continues.

Now $1,248.32just now
1d—
3d—
1w—
1m—
3m—
6m—
1y—
original post →

End of results.