u/theInquisitivePanda

2 theses · first seen May 25, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	2	2	1	50%	-0.7%	-0.7%
3d	2	2	2	100%	+11.0%	+11.0%
1w	2	2	1	50%	-1.0%	-1.0%
1m	2	2	0	0%	-9.3%	-9.3%
3m	0	0	0	—	—	—
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

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

Thesis history

$LITEr/wallstreetbetsNewsbullish

u/theInquisitivePanda · 77d ago1 prior · awaiting results

US drafting ban on Chinese data center devices - Reuters

A Trump administration ban on Chinese data center optical transceivers would likely benefit Lumentum as a U.S.-based alternative to dominant Chinese competitor Zhongji Innolight, forcing major cloud providers like AWS to transition to higher-cost domestic suppliers.

At post $849.47Now $834.51-1.8% since postedas of Oct 19, 4:30 PM ET

1d-2.7%

3d+4.8%

1w-3.4%

1m-0.2%

3m—

6m—

1y—

original post →

$COHRr/wallstreetbetsNewsbullish

u/theInquisitivePanda · 77d ago1 prior · awaiting results

US drafting ban on Chinese data center devices - Reuters

A Trump administration ban on Chinese data center optical transceivers would likely benefit Coherent as a U.S.-based alternative to dominant Chinese competitor Zhongji Innolight, forcing major cloud providers like AWS to transition to higher-cost domestic suppliers.

At post $323.73Now $232.02-28.3% since postedas of Oct 19, 4:30 PM ET

1d+1.4%

3d+17.1%

1w+1.5%

1m-18.3%

3m—

6m—

1y—

original post →

End of results.