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u/wanderingtofu

4 theses · first seen May 25, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d22150%-0.3%-0.3%
3d44375%-0.9%+1.4%
1w44375%+1.6%+3.3%
1m44375%+7.9%+8.0%
3m333100%+26.8%+37.0%
6m333100%+24.4%+33.1%
1y333100%+45.2%+48.9%

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

Thesis history

$GOOGLr/wallstreetbetsDiscussionbullish
u/wanderingtofu · 91d ago3 prior · 100% at 3mo
“GOOGL 380C 7/24, many contracts”

Google's recent dump and upcoming earnings play

Google's fundamentals are solid—cloud revenue up 63% with record margins, $462B backlog, and turning away customers due to capacity constraints. The Gemini delay and engineer departures are overblown, expectations have reset, and Buffett's $10B direct investment validates the capex thesis. Earnings Wednesday should trigger a recovery similar to Q1's post-print rally.

At post $351.76Now $344.18-2.2% since postedas of Oct 19, 4:00 PM ET
1d-1.4%
3d-9.7%
1w-7.2%
1m-2.1%
3m—
6m—
1y—
original post →
$AAPLr/wallstreetbetsLossbullish
u/wanderingtofu · 374d ago3 prior · 100% at 3mo
Long AAPL $260C exp Oct 31 · 900 contracts

$2,200,000 loss in one week! Thanks Google!

Author was bullish on Apple through Oct 31 expiry, holding 900 contracts of 260 calls. Position declined significantly as part of broader portfolio collapse.

At post $244.37Now $342.94+40.3% since postedas of Oct 19, 4:00 PM ET
1d—
3d+1.0%
1w+2.9%
1m+9.5%
3m+5.7%
6m+5.8%
1y+37.8%
original post →
$GOOGLr/wallstreetbetsLossbullish
u/wanderingtofu · 374d ago3 prior · 100% at 3mo
Long GOOGL $255C exp Oct 31 · 4000 contracts

$2,200,000 loss in one week! Thanks Google!

Author was bullish on Google through Oct 31 expiry, holding 4000 contracts of 255 calls. Position collapsed from $3.8M peak to $1.6M in 4 days amid market decline.

At post $235.96Now $344.18+45.9% since postedas of Oct 19, 4:00 PM ET
1d—
3d+3.2%
1w+7.1%
1m+17.9%
3m+37.7%
6m+34.3%
1y+49.0%
original post →
$GOOGLr/wallstreetbetsGainbullish
u/wanderingtofu · 411d ago3 prior · 100% at 3mo
Long GOOGL $220C exp Oct 17 · 950 contracts

$10,526 to $1,500,000 in 5 months thanks Google!

Google was undervalued at $148 on P/E fundamentals and strong AI positioning. The author executed a tactical call-selling strategy, repeatedly buying 5% OTM calls 30 days out on weakness and selling into strength to compound gains over five months.

At post $229.86Now $344.18+49.7% since postedas of Oct 19, 4:00 PM ET
1d+0.7%
3d+1.9%
1w+3.8%
1m+6.5%
3m+37.0%
6m+33.1%
1y+48.9%
original post →

End of results.