← Feed

$WEAT

5 theses
bullish 100%neutral 0%bearish 0%
Avg return (1w)
-0.9%
Win rate (1w)
20% (5 resolved)
1d3d1w1m3m6m1y

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

Recent theses

Prices as of Nov 2, 10:45 AM ET
$WEATr/wallstreetbetsDiscussionbullish
u/MeanTimeMeTime · 40d ago1 prior · awaiting results
Long WEAT $30C exp Jan 1

Fuck your Crops round 2. Going long WEAT into 2027.

Author holds several hundred Jan 2027 $30 calls on WEAT (wheat ETF), betting on escalating Ukraine-Russia conflict disrupting global wheat supplies from the Black Sea region. Fundamental catalysts include shipping insurance gaps, farmer cash flow collapse, and expected NATO conflict within 5-6 months, all supporting higher wheat prices through 2027.

At post $25.68Now $22.28-13.2% since postedas of Nov 2, 10:45 AM ET
1d-0.4%
3d-0.7%
1w-4.3%
1m-11.1%
3m—
6m—
1y—
original post →
$WEATr/wallstreetbetsYOLObullish
u/spwath · 61d agono track record yet
“$50k YOLO into WEAT”

$50k WEAT Yolo

Wheat prices will rise due to oil, diesel, and fertilizer shortages creating supply constraints. The commodity is less subject to manipulation than oil, making it a pure supply-demand play.

At post $27.86Now $22.28-20.0% since postedas of Nov 2, 10:45 AM ET
1d-2.7%
3d-4.9%
1w-5.7%
1m-11.2%
3m—
6m—
1y—
original post →
$WEATr/wallstreetbetsDiscussionbullish
u/MeanTimeMeTime · 75d ago1 prior · awaiting results
“235 WEAT calls set to expire at the end of this year at strike 30 dollars. May also buy some of the 12/17/2027 calls.”

Fuck your crops. Going long on WEAT into 2027.

The author is bullish on wheat into 2027 due to a convergence of supply-constrained catalysts: 97% reduction in Black Sea grain shipping capacity from Russia-Ukraine conflict, El Niño pressuring yields in major exporters like Australia and India, Middle East geopolitical tensions triggering food stockpiling demand, and fertilizer supply constraints limiting replanting capacity.

At post $25.34Now $22.28-12.1% since postedas of Nov 2, 10:45 AM ET
1d+0.2%
3d+0.3%
1w+6.5%
1m+2.1%
3m—
6m—
1y—
original post →
$WEATr/wallstreetbetsDDbullish
u/laurentiisaint · 91d ago1 prior · 0% at 3mo
“1/15/27 $24 & $25 calls”

🌾wheat production is down

Wheat production is down 7 million bushels from June with shortage levels similar to 2022. The author expects rising prices starting next month and is positioning with long call options.

At post $23.86Now $22.28-6.6% since postedas of Nov 2, 10:45 AM ET
1d+0.8%
3d+0.2%
1w-0.6%
1m+13.7%
3m-7.0%
6m—
1y—
original post →
$WEATr/wallstreetbetsDDbullish
u/laurentiisaint · 91d ago1 prior · 0% at 3mo
“1/15/27 $24 & $25 calls”

🌾wheat production is down

Wheat production is down 7 million bushels from June with shortage levels similar to 2022. The author expects rising prices starting next month and is positioning with long call options.

At post $23.86Now $22.28-6.6% since postedas of Nov 2, 10:45 AM ET
1d+0.8%
3d+0.2%
1w-0.6%
1m+13.7%
3m-7.0%
6m—
1y—
original post →

End of results.