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u/goxpro1

2 theses · first seen Sep 4, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$SONYr/ValueInvestingStock Analysisbullish
u/goxpro1 · 160d ago1 prior · awaiting results

Sony is the next Sandisk and Micron

Sony is undervalued relative to its exposure to AI chip components, sensors, music, and camera technology. The stock is early in a run-up and positioned as the next multibillion-dollar semiconductor success story, with a price target of $40 per share within six months.

At post $22.16Now $24.87+12.2% since postedas of Oct 19, 11:31 AM ET
1d+2.8%
3d+0.7%
1w+2.7%
1m-4.6%
3m+7.5%
6m—
1y—
original post →
$GOOGLr/ValueInvestingDiscussionbullish
u/goxpro1 · 214d ago1 prior · awaiting results

Figma will go bankrupt

Google will benefit from the demise of design software competitors like Figma as they launch superior products like Google Stitch. The author recommends buying Google stock to profit from this market consolidation.

At post $300.63Now $344.18+14.5% since postedas of Oct 19, 4:30 PM ET
1d—
3d+0.4%
1w-8.9%
1m+13.5%
3m+22.3%
6m+14.1%
1y—
original post →

End of results.