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u/Akuda

2 theses · first seen Jun 25, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d1100%-0.5%-0.5%
3d2200%-1.8%-1.8%
1w22150%-2.3%-2.3%
1m1100%-7.4%-7.4%
3m000———
6m000———
1y000———

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

Thesis history

$GOOGLDDbullish
u/Akuda · 22d ago1 prior · awaiting results
“Rolled mostly into Aug 21 calls; also holds 4 calls with 7/24 expiration”

GOOGL earnings 7/22 the GAAP number is going to look insane

Google's Q2 GAAP earnings will significantly exceed consensus estimates due to a large mark-to-market gain on its ~5-6% SpaceX stake (~$70B increase from Q1 to Q2), which analysts haven't factored into the $2.89 EPS estimate. A potential 140%+ earnings beat headline will drive investor attention; the asset is now liquid post-IPO and available as collateral, addressing bear case concerns about capex pressuring free cash flow.

At post $351.99Now $354.30+0.7% since postedas of Aug 7, 4:59 PM ET
1d—
3d-1.4%
1w-9.2%
1m—
3m—
6m—
1y—
original post →
$GOOGLDDbullish
u/Akuda · 45d ago1 prior · awaiting results
Long GOOGL $350C exp Aug 21

GOOGL DD and amateur analysis.

GOOGL is trapped in a $341-350 range due to underwriter hedging of a $30B equity raise, but structural catalysts—Dow inclusion (June 26), July 17 call expiration, and Q2 earnings/Gemini 3.5 Pro launch (July 22)—will lift this cap. Author targets $380-390 via August 21 calls, expecting post-earnings breakout after underwriter stabilization period ends.

At post $345.29Now $354.30+2.6% since postedas of Aug 7, 4:59 PM ET
1d-0.5%
3d-2.3%
1w+4.6%
1m-7.4%
3m—
6m—
1y—
original post →

End of results.