u/merlin_the_warlock8

4 theses · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d1100%-2.9%-2.9%
3d1100%-2.9%-2.9%
1w111100%+1.2%+1.2%
1m000———
3m000———
6m000———
1y000———

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

Thesis history

$QSr/wallstreetbetsYOLObullish
u/merlin_the_warlock8 · 11d ago3 prior · awaiting results
Long 27,665 shares of QS

$115k YOLO on $QS

QuantumScape has de-risked commercialization with Q3 earnings showing progress toward scaling, announced a 100 MWh production line, and launched its QS Powerblock for 800V data centers at OCP. With $971M cash, no dilution expected, and major tech roadmap news teased for November 11 in Kyoto, the stock is positioned for upside as the company transitions from R&D to production across data centers, aerospace, and EV markets.

At post $4.15Now $4.20+1.2% since postedas of Oct 29, 4:01 PM ET
1d-2.9%
3d-2.9%
1w+1.2%
1m—
3m—
6m—
1y—
original post →
$OBAIr/pennystocksStock Infobullish
u/merlin_the_warlock8 · 138d ago3 prior · awaiting results
Long 2,500 shares of OBAI

[$OBAI] Bond Awarded Government-Funded Contract in the U.S. Delivering More Than $3 Million In Annual Recurring Revenue

OBAI secured a government contract worth $3M in annual recurring revenue (30% of current ARR), with potential to reach $50M over time. Combined with a debt-to-equity conversion at a 200% premium and debt maturity extension, the company has reversed near-bankruptcy to improved revenue visibility and financial flexibility.

At post $1.03live price unavailable
1d-19.4%
3d-19.4%
1w-27.2%
1m-45.6%
3m-72.3%
6m—
1y—
original post →
$OBAIr/pennystocksStock Infobullish
u/merlin_the_warlock8 · 139d ago3 prior · awaiting results

$OBAI: Got a lifeline from beyond

A major investor converted $3.3M of debt into equity at a 200%+ premium to market price, reducing the company's debt burden and resolving a liquidity crisis. This reprieve from short-term debt pressure creates a meaningful catalyst for upside, with the author suggesting $1-2 price targets.

At post $1.11live price unavailable
1d-7.2%
3d-25.2%
1w-22.5%
1m-44.1%
3m-71.6%
6m—
1y—
original post →
$RVSNr/pennystocksStock Infobullish
u/merlin_the_warlock8 · 407d ago3 prior · awaiting results

Don't know how I missed it, but CSX has 2 Shunting Yard Units

Rail Vision's AI vision system for rail safety is being trialed by CSX with bidirectional (front and back) capabilities, potentially doubling the addressable contract from 800 to 1,600 units. The company needs only 500-1,000 units sold to achieve success, making this CSX deployment a major revenue catalyst.

At post $364.50live price unavailable
1d—
3d-6.2%
1w-4.7%
1m+26.7%
3m-13.6%
6m-97.9%
1y-99.0%
original post →

End of results.