Archive mode — the ledger is frozen as of August 24, 2026. Past calls and track records remain browsable; no new data is being ingested.
u/sarhama072
1 thesis · first seen May 21, 2026
| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|
| 1d | 1 | 1 | 0 | 0% | +5.7% | +5.7% |
| 3d | 1 | 1 | 0 | 0% | +5.7% | +5.7% |
| 1w | 1 | 1 | 0 | 0% | +7.7% | +7.7% |
| 1m | 1 | 1 | 0 | 0% | +9.6% | +9.6% |
| 3m | 1 | 1 | 0 | 0% | +7.8% | +7.8% |
| 6m | 0 | 0 | 0 | — | — | — |
| 1y | 0 | 0 | 0 | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
Thesis history
Fuck Semiconductors
Semiconductor sector rotation is underway as QQQ rises while SOXX falls. The author believes semis have exhausted growth potential and gamma squeeze momentum is over, indicating downside ahead.
At post $492.36·Now $505.73+2.7% since postedas of Aug 24, 1:28 PM ET
1d+5.7%
3d+5.7%
1w+7.7%
1m+9.6%
3m+7.8%
6m—
1y—