u/Chidoba

2 theses · first seen May 28, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	2	2	1	50%	+1.7%	+1.7%
3d	2	2	1	50%	+1.7%	+1.7%
1w	2	2	2	100%	+5.8%	+5.8%
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

$TEMDDbullish

u/Chidoba · 13d ago1 prior · awaiting results

Long TEM $120C exp Jan 1

The next AI rotation - from infrastructure to data reservoirs

Tempus owns continuously updated proprietary clinical datasets and physician interaction workflows that are essential for training medical AI models. The company is positioned as a strategic AI data supplier in healthcare, with the data business representing a multi-billion dollar opportunity.

At post $51.29Now $49.48-3.5% since postedas of Jun 10, 4:10 PM ET

1d-1.6%

3d-1.6%

1w+1.9%

1m—

3m—

6m—

1y—

original post →

$RDDTDDbullish

u/Chidoba · 13d ago1 prior · awaiting results

Long RDDT $300C exp Sep 1

The next AI rotation - from infrastructure to data reservoirs

Reddit owns continuously updated user-generated data (dialogue, emotion, engagement) that is becoming mission-critical training fuel for frontier AI models. As the market reprices data reservoirs from traditional media to strategic AI suppliers, Reddit's data will command premium valuation.

At post $167.69Now $172.25+2.7% since postedas of Jun 10, 4:10 PM ET

1d+5.0%

3d+5.0%

1w+9.7%

1m—

3m—

6m—

1y—

original post →

End of results.