u/two_beers_left

2 theses · first seen Jun 3, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	2	2	2	100%	-1.9%	-1.9%
3d	2	2	2	100%	-3.3%	-3.3%
1w	2	2	1	50%	-2.8%	-2.8%
1m	1	1	1	100%	-15.0%	-15.0%
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

$NVDAYOLObearish

u/two_beers_left · 24d ago1 prior · awaiting results

“$800k worth of NVDA at the top last Friday”

Sorry for tanking the semi conductor market, i bought $800k worth of NVDA at the top last Friday

Author purchased $800k of NVDA at a market top on Friday, implying the stock has declined since entry and suggesting poor timing on a large position at an unfavorable price.

At post $197.58Now $206.84+4.7% since postedas of Jul 24, 4:59 PM ET

1d-1.4%

3d-1.4%

1w+3.3%

1m—

3m—

6m—

1y—

original post →

$FDDbearish

u/two_beers_left · 52d ago1 prior · awaiting results

Long F $12P exp Jun 26 · 170 contracts

June 03, 2026 - Ford (F) announces a -13.6% decline in vehicles sales and a 420,000 vehicle seatbelt recall

Ford faces structural headwinds including a $4B EV sector loss, $1B in tariff and commodity costs, $420K vehicle recall, and weakening truck demand despite $90k price tags. Monthly payment defaults at Ford Credit are at 32-year highs with subprime borrowers defaulting at record rates, while CEO acknowledges Chinese competitors like BYD have unmatched cost advantages and scale.

At post $15.71Now $14.37-8.5% since postedas of Jul 24, 4:59 PM ET

1d-2.4%

3d-5.2%

1w-9.0%

1m-15.0%

3m—

6m—

1y—

original post →

End of results.