Archive mode — the ledger is frozen as of August 24, 2026. Past calls and track records remain browsable; no new data is being ingested.
$SMH
4 thesesbullish 50%neutral 0%bearish 50%
Win rate (1w)
50% (4 resolved)
Past performance does not predict future results. Informational only, not investment advice.
Recent theses
Prices as of Aug 24, 1:28 PM ET
“$150k YOLO into chips (SMH or equivalent semiconductor holdings)”
$150k Chips Yolo
Semiconductor chips will benefit from the AI buildout before the AI bubble bursts. Video generation and AI avatar technology are still in early stages, so the rally has room to run.
At post $659.88·Now $546.38-17.2% since postedas of Aug 24, 1:28 PM ET
1d—
3d—
1w-3.5%
1m-15.7%
3m—
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—
“$450k bearish bet on semiconductors”
Not quite u/EscapeWendys level but 450k bearish bet on semiconductors. We're coming for you Nana!
Author has placed a $450k bearish bet on semiconductors, suggesting expectation of downside in the semiconductor sector.
At post $567.88·Now $546.38-3.8% since postedas of Aug 24, 1:28 PM ET
1d+1.5%
3d+1.5%
1w+5.6%
1m+16.2%
3m-1.2%
6m—
1y—
“Halloween $SMH LEAPS”
464% gains on Halloween $SMH LEAPS
Author achieved 464% gains on SMH LEAPS purchased around Halloween, indicating the semiconductor ETF outperformed significantly over the holding period. The post confirms a bullish bet on semiconductor equities was profitable.
At post $522.69·Now $546.38+4.5% since postedas of Aug 24, 1:28 PM ET
1d+5.2%
3d+8.4%
1w+7.4%
1m+20.1%
3m+4.4%
6m—
1y—