| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | 2 | 2 | 0 | 0% | -7.0% | -7.0% |
| 3d | 3 | 3 | 0 | 0% | -4.9% | -3.7% |
| 1w | 3 | 3 | 0 | 0% | -12.0% | -13.5% |
| 1m | 3 | 3 | 2 | 67% | -2.4% | +8.5% |
| 3m | 1 | 1 | 0 | 0% | -10.8% | -10.8% |
| 6m | 0 | 0 | 0 | — | — | — |
| 1y | 0 | 0 | 0 | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
Author is riding a $450k position up 17% and expects Marvell stock to reach $500 by next June, approximately 10 months out.
Author has $90k in short-term options expiring this week, betting on a sharp rally to $250+ per share within days to achieve 5-6x returns on the position.
Foundational AI infrastructure play positioned to capture memory bottleneck demand. Strong earnings momentum (111% integrated memory growth YoY, rev swung from -6% to +30%), Nvidia partnership, and industry-first CXL cache server position the company for 3x upside by December.
End of results.