u/tenfthigher

2 theses · first seen May 23, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000
3d000
1w22150%+0.9%+0.9%
1m2200%+10.3%+10.3%
3m000
6m000
1y000

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

Thesis history

$AMDYOLObearish
u/tenfthigher · 51d ago1 prior · awaiting results
$45k Puts on AMD

$45k Puts on SMH and AMD

Author is taking a large put position on AMD as a bearish hedge, expecting downside movement. The metaphor of 'fire insurance for a burning house' suggests conviction that the stock is in trouble.

At post $503.89Now $534.39+6.0% since postedas of Jul 13, 4:59 PM ET
1d
3d
1w+2.4%
1m+9.5%
3m
6m
1y
original post →
$SMHYOLObearish
u/tenfthigher · 51d ago1 prior · awaiting results
$45k Puts on SMH

$45k Puts on SMH and AMD

Author is taking a large put position on the semiconductor ETF as a bearish hedge, expecting downside movement. The metaphor of 'fire insurance for a burning house' suggests conviction that the sector is in trouble.

At post $602.14Now $585.62-2.7% since postedas of Jul 13, 4:59 PM ET
1d
3d
1w-0.5%
1m+11.1%
3m
6m
1y
original post →

End of results.