u/the_average_no_one

2 theses · first seen May 21, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	0	0	0	—	—	—
3d	2	2	0	0%	-2.4%	-2.4%
1w	2	2	1	50%	+3.4%	+3.4%
1m	2	2	1	50%	+12.0%	+12.0%
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

$AKAMDDbullish

u/the_average_no_one · 32d ago1 prior · awaiting results

$AKAM - The CDN Boomer That Just Became an AI Infrastructure Chad (and nobody's talking about it)

Akamai is a legacy CDN company with 4,300 global points of presence that has transformed into an AI infrastructure play. The $1.8B Anthropic deal validates Akamai's ability to run inference 40%+ cheaper than hyperscalers, it trades at 2.7x sales vs Cloudflare at 26x, and the security business alone is best-in-class with 93% NPS and gartner recognition.

At post $153.01Now $129.97-15.1% since postedas of Jun 10, 4:59 PM ET

1d—

3d-2.3%

1w-1.4%

1m-7.3%

3m—

6m—

1y—

original post →

$FIGDDbullish

u/the_average_no_one · 46d ago1 prior · awaiting results

Long 50000 shares of FIG

What market has wrong about Figma and Claude Design

Claude Design and Google Stitch are fundamentally limited AI wrappers that lack rendering engines required for professional design work. They will disrupt the Canva segment at best, not Figma's professional design platform, making current market pessimism an opportunity to buy Figma at depressed valuations.

At post $17.31Now $19.79+14.3% since postedas of Jun 10, 4:59 PM ET

1d—

3d-2.6%

1w+8.3%

1m+31.2%

3m—

6m—

1y—

original post →

End of results.