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u/100mn

2 theses · first seen Oct 20, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$NVDAr/wallstreetbetsDiscussionbearish
u/100mn · 5d ago1 prior · awaiting results

Shouldn’t we all be worried about Jensen defending CoreWeave?

Jensen Huang's public defense of CoreWeave after just 3 weeks of drawdown signals fragility in the AI infrastructure ecosystem and suggests the market is overvaluing the circularity of the AI trade. If CEOs of mega-cap companies are doing PR damage control for suppliers in normal conditions, systemic stress could cascade more severely.

At post $217.23Now $209.31-3.6% since postedas of Aug 24, 1:28 PM ET
original post →
$GLXYr/wallstreetbetsDiscussionbullish
u/100mn · 14d ago1 prior · awaiting results

GLXY - what the hell is going on this quarter?

Galaxy has strong fundamentals with $2.75B equity, $2.5B cash, and >$70M quarterly project-level EBITDA from Phase I. Crypto exposure and AI infrastructure buildout (Helios/CoreWeave) should drive significant value, yet the stock is undervalued and hit daily despite favorable crypto conditions and substantial capex optionality.

At post $22.15Now $23.04+4.0% since postedas of Aug 24, 1:28 PM ET
original post →

End of results.