u/Away_Cancel_5208

2 theses · first seen May 20, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	0	0%	-1.2%	-1.2%
3d	2	2	1	50%	+0.4%	+0.4%
1w	1	1	1	100%	+3.7%	+3.7%
1m	0	0	0	—	—	—
3m	0	0	0	—	—	—
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

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

Thesis history

$NFLXYOLObullish

u/Away_Cancel_5208 · 4d ago1 prior · awaiting results

“I got calls”

🚀 NFLX IS THE MOST UNDERRATED MONEY PRINTER ON THE MARKET RIGHT NOW AND YOU'RE SLEEPING ON IT 🚀

Netflix is a cash flow machine with $12.5B FCF guidance for 2026, a $25B buyback program, ad revenue expected to double to ~$3B, and 32.3% operating margins. H2 2026 marks peak margin expansion as content amortization headwinds ease, making this an asymmetric play with targets of $100 by Q3 and $120 EOY.

At post $82.64Now $82.00-0.8% since postedas of Jun 10, 4:13 PM ET

1d—

3d-1.5%

1w—

1m—

3m—

6m—

1y—

original post →

$BNTXYOLObullish

u/Away_Cancel_5208 · 23d ago1 prior · awaiting results

Long BNTX $100C exp Jun 18

BNTX is about to go full send at ASCO and nobody’s talking about it 🚀🧬

BioNTech will present multiple late-stage clinical readouts at ASCO 2026 starting May 29th, with pumitamig (PD-L1 + VEGF-A bispecific) potentially rivaling Keytruda in lung cancer. Positive Phase 2 data would unlock a multi-product oncology empire narrative and phase in $16.8B cash runway, driving upside.

At post $88.85Now $86.15-3.0% since postedas of Jun 10, 4:13 PM ET

1d-1.2%

3d+2.3%

1w+3.7%

1m—

3m—

6m—

1y—

original post →

End of results.