u/sanjay_the_gemini

2 theses · first seen Aug 4, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d111100%+19.4%+19.4%
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1w000
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1y000

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

Thesis history

$SNDKYOLObullish
u/sanjay_the_gemini · 2h ago1 prior · awaiting results
Long 144 shares of SNDK

Jus loaded up on $203,332.87 of SNDK

Author has invested over $203k in SNDK stock at an average price of $1412.84 per share. The position is structured as shares rather than options, allowing for recovery potential if the position declines.

Now $1,350.50as of Aug 5, 4:25 PM ET
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original post →
$AAOIYOLObullish
u/sanjay_the_gemini · 45h ago1 prior · awaiting results
Long 1300 shares of AAOI

Big into $AAOI... ~1300 Shares

Author has accumulated ~1,300 shares of AAOI, averaging down from $119 to a blended cost basis around $107, betting on the optics/photonics build-out thesis. Position has recovered from -$30k paper loss to +$4k, suggesting conviction in eventual recovery and upside move.

At post $110.21Now $128.56+16.6% since postedas of Aug 5, 4:24 PM ET
1d+19.4%
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original post →

End of results.