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u/Beneficial-Ad-7771

3 theses · first seen Jun 9, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d2200%-5.3%-5.3%
3d33267%+0.3%+3.3%
1w33133%-0.0%-2.3%
1m2200%-22.4%-22.4%
3m000———
6m000———
1y000———

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

Thesis history

$TEYOLObullish
u/Beneficial-Ad-7771 · 8d ago2 prior · awaiting results
Bull call spread on TE

Borrowed $150K From My Wife to Buy TE LEAPS. If I'm Wrong, the Lamborghini Gets Sold.

Author has accumulated 118,000 common shares at ~$9 average and 866 long call contracts (July 31 $7.50 and September 18 $12 strikes) for total exposure exceeding 200,000 shares. Extreme conviction bet financing $150k via personal loan, betting TE will move substantially higher.

At post $5.84Now $5.00-14.4% since postedas of Jul 24, 4:59 PM ET
1d—
3d+3.3%
1w-14.4%
1m—
3m—
6m—
1y—
original post →
$TEYOLObullish
u/Beneficial-Ad-7771 · 40d ago2 prior · awaiting results
Long TE

1M+ bet on T1 Energy (TE) PT 2

T1 Energy is poised to benefit from incoming Section 232 tariffs on polysilicon and solar cells (10-25 cents expected), which will provide a major competitive advantage since they're building domestic solar cell production. Combined with the KORE acquisition for battery storage expertise, they can bid on high-margin datacenter AI campus projects; with ~$200M quarterly revenue growing to $350-450M EBITDA next year, the company trades below historical multiples for this growth profile.

At post $8.92Now $5.00-44.0% since postedas of Jul 24, 4:59 PM ET
1d-3.3%
3d+4.8%
1w+16.6%
1m-25.3%
3m—
6m—
1y—
original post →
$TEYOLObullish
u/Beneficial-Ad-7771 · 47d ago2 prior · awaiting results
“1M bet on $TE”

1M bet on $TE

Author has placed a large $1M bet on TE, indicating bullish conviction. The reference to 'the German kid' suggests confidence in company leadership or a specific catalyst tied to TE's operations or management.

At post $9.13Now $5.00-45.2% since postedas of Jul 24, 4:59 PM ET
1d-7.3%
3d-7.2%
1w-2.3%
1m-19.5%
3m—
6m—
1y—
original post →

End of results.