u/No_Presentation9490

2 theses · first seen Jul 23, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	1	100%	+1.7%	+1.7%
3d	1	1	1	100%	+1.7%	+1.7%
1w	0	0	0	—	—	—
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

$IRENDDbearish

u/No_Presentation9490 · 4h ago1 prior · awaiting results

Short 10000 shares of IREN

IREN short position DD

IREN is a failed bitcoin mining business rebranded as an AI datacenter that lacks fundamental credibility. The recent 22% pump is driven by speculative flows from a Citadel acquisition of another portfolio, not company fundamentals, and represents a short opportunity.

Now $38.26as of Jul 30, 4:01 PM ET

1d—

3d—

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6m—

1y—

original post →

$CMCSADDbullish

u/No_Presentation9490 · 7d ago1 prior · awaiting results

Long 2000 shares of CMCSA

Comcast DD

Comcast is oversold on all timeframes after a 7% crash and offers a 6% dividend yield at 4.2 P/E. Near-term mean reversion to $22.50 (0.50 upside) is likely within the next quarter, despite long-term bearish fundamentals and the company being a long-term dead end.

At post $21.92Now $23.67+8.0% since postedas of Jul 30, 4:01 PM ET

1d+1.7%

3d+1.7%

1w—

1m—

3m—

6m—

1y—

original post →

End of results.