u/grantresolve

2 theses · first seen Sep 4, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	0	0%	-0.5%	-0.5%
3d	2	2	1	50%	-4.5%	-4.5%
1w	2	2	1	50%	-3.8%	-3.8%
1m	0	0	0	—	—	—
3m	0	0	0	—	—	—
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

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

Thesis history

$AMDr/ValueInvestingStock Analysisbearish

u/grantresolve · 23d ago1 prior · awaiting results

AMD is way overvalued

AMD is overvalued at 107x EV/FCF, requiring unsustainable 27% annual FCF growth to justify its $829B valuation. The author argues AI adoption faces adoption headwinds—recent research shows AI solutions often increase costs and reduce productivity—and AMD's growth will be insufficient relative to current pricing, especially as competition from new chipmakers intensifies. The stock faces material downside when market expectations reset.

At post $506.00Now $505.74-0.1% since postedas of Sep 8, 4:30 PM ET

1d—

3d-7.8%

1w-6.5%

1m—

3m—

6m—

1y—

original post →

$LULUr/ValueInvestingDiscussionbullish

u/grantresolve · 27d ago1 prior · awaiting results

Anyone else buying LULU?

Lululemon trades at an attractive 11x forward P/E and just broke above its 50-day moving average. Growth is expanding in China and international markets, and the incoming CEO has a track record of global expansion and digital transformation from Nike. These factors suggest upside potential.

At post $120.87Now $103.19-14.6% since postedas of Sep 8, 4:30 PM ET

1d-0.5%

3d-1.1%

1w-1.2%

1m—

3m—

6m—

1y—

original post →

End of results.