| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | — | — | — | — | — | — |
| 3d | — | — | — | — | — | — |
| 1w | — | — | — | — | — | — |
| 1m | — | — | — | — | — | — |
| 3m | — | — | — | — | — | — |
| 6m | — | — | — | — | — | — |
| 1y | — | — | — | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
GPUS's 30MW energy deal expanding to 340MW over 4 years positions it as a critical winner in the energy-constrained data center buildout. Energy scarcity is the real bottleneck for hyperscale expansion, not compute, and GPUS's secured power supply will drive valuation 4-5x in the next couple years.
374Water's successful DoD demonstration of water reclamation technology positions it for significant growth as water scarcity becomes critical for data centers and infrastructure. The author expects 2-3x returns by end of Q2 2026, supported by rapidly growing revenue (37k to 600k quarterly) and an improving balance sheet.
End of results.