u/Charming-Priority859 — thesis ledger

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	1	100%	+15.7%	+15.7%
3d	1	1	1	100%	+22.8%	+22.8%
1w	1	1	1	100%	+10.4%	+10.4%
1m	0	0	0	—	—	—
3m	0	0	0	—	—	—
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

Window

Theses

Resolved

Wins

Win rate

Avg return

Median return

100%

+15.7%

100%

+22.8%

100%

+10.4%

—

Thesis history

$NBISGainbullish

u/Charming-Priority859 · 29d agono track record yet

“full port leaps holding into earnings”

Nebius full port leaps holding into earnings

Nebius is building a vertically integrated AI infrastructure company with best-in-class management execution, owning compute and building software stack. The author expects significant upside from Nebius positioning as a fourth hyperscaler, with potential tailwinds from OpenAI and Anthropic IPOs.

At post $179.11Now $211.69+18.2% since postedas of Jun 10, 4:11 PM ET

1d+15.7%

3d+22.8%

1w+10.4%

1m—

3m—

6m—

1y—

original post →

End of results.