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/tenfthigher
2 theses · first seen May 23, 2026
| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|
| 1d | 0 | 0 | 0 | — | — | — |
| 3d | 0 | 0 | 0 | — | — | — |
| 1w | 2 | 2 | 1 | 50% | +0.9% | +0.9% |
| 1m | 2 | 2 | 0 | 0% | +10.3% | +10.3% |
| 3m | 2 | 2 | 2 | 100% | -6.5% | -6.5% |
| 6m | 0 | 0 | 0 | — | — | — |
| 1y | 0 | 0 | 0 | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
Thesis history
“$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 $503.89·Now $459.04-8.9% since postedas of Aug 24, 1:28 PM ET
1d—
3d—
1w+2.4%
1m+9.5%
3m-6.1%
6m—
1y—
“$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 $602.14·Now $546.38-9.3% since postedas of Aug 24, 1:28 PM ET
1d—
3d—
1w-0.5%
1m+11.1%
3m-6.9%
6m—
1y—