u/1jb

4 theses · first seen May 21, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	4	4	3	75%	-3.1%	-0.3%
3d	4	4	1	25%	-4.7%	-3.0%
1w	3	3	1	33%	-6.5%	-4.9%
1m	3	3	2	67%	-2.9%	-1.9%
3m	3	3	1	33%	+2.0%	+1.0%
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

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

Thesis history

$SPOTr/wallstreetbetsYOLObullish

u/1jb · 6d ago3 prior · 33% at 3mo

Long SPOT calls

Bought $300k worth of $SPOT calls, not selling til $SPOT doubles

Spotify is transitioning from a mature music-streaming app to a dominant global audio platform with inflecting margins, scaling FCF, and under-monetized levers across ads, audiobooks, video/podcasts, and higher-priced tiers. Earnings growth will accelerate faster than revenue growth as margins normalize to software/platform levels, driving the stock to approximately $1,200 within a year.

At post $559.36Now $528.64-5.5% since postedas of Sep 8, 4:30 PM ET

1d+0.1%

3d-3.0%

1w—

1m—

3m—

6m—

1y—

original post →

$SPYr/wallstreetbetsYOLObearish

u/1jb · 98d ago3 prior · 33% at 3mo

Long SPY puts

Ripped a $130k SPY puts YOLO for this week

Author believes the market is due for a collapse because current valuations are unsustainably inflated and cannot continue being artificially propped up.

At post $759.57Now $765.96+0.8% since postedas of Sep 8, 4:30 PM ET

1d-0.7%

3d-2.9%

1w-3.0%

1m-1.9%

3m+1.0%

6m—

1y—

original post →

$SPOTr/wallstreetbetsYOLObullish

u/1jb · 104d ago3 prior · 33% at 3mo

“close to $500,000 of OTM $SPOT calls”

I’m back holding close to $500,000 of OTM $SPOT calls

Spotify is severely underbought and poised for significant growth driven by improving guidance and new revenue streams. The author believes the stock can reach $1500-2000 within a year and is holding $500k of OTM calls.

At post $512.83Now $528.64+3.1% since postedas of Sep 8, 4:30 PM ET

1d+0.8%

3d-3.0%

1w-4.9%

1m-10.3%

3m+7.7%

6m—

1y—

original post →

$SPOTr/wallstreetbetsYOLObullish

u/1jb · 134d ago3 prior · 33% at 3mo

Long SPOT calls

$300k of calls into $SPOT earnings gamble. Music is the future

Spotify should already be at all-time highs; author has $300k in calls (both short-term and long-term leaps) plus margin shares ahead of earnings, betting on meaningful upside.

At post $495.82Now $528.64+6.6% since postedas of Sep 8, 4:30 PM ET

1d-12.4%

3d-9.9%

1w-11.6%

1m+3.4%

3m-2.7%

6m—

1y—

original post →

End of results.