u/tenfthigher

2 theses · first seen May 23, 2026
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Past performance does not predict future results. Informational only.

Thesis history

$AMDYOLObearish
u/tenfthigher · 6d ago
$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.

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original post →
$SMHYOLObearish
u/tenfthigher · 6d ago
$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.

1d
3d
1w
1m
3m
6m
1y
original post →

End of results.