u/PositionJournal

2 theses · first seen Jun 1, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	1	100%	+2.0%	+2.0%
3d	1	1	1	100%	+6.9%	+6.9%
1w	1	1	0	0%	-0.6%	-0.6%
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

$COURDDbullish

u/PositionJournal · 2h ago1 prior · awaiting results

Long COUR

Corsair - the Localized AI Inference Play

Corsair is pivoting from gaming peripherals to selling complete local AI inference systems (hardware + software) for small and mid-sized businesses, solving the compute constraint problem by enabling cost-effective on-premises AI deployment while preserving data privacy. With GPU rental prices rising and cloud token costs exorbitant, SMBs will adopt Corsair's full-stack solution, driving durable operating income and supporting a re-rating from current levels to 2x P/S (100% upside).

Now $5.31as of Jun 22, 4:25 PM ET

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$RIVNDDbullish

u/PositionJournal · 21d ago1 prior · awaiting results

Long RIVN

The Full Story On Rivian's R2: The Bridge to Monetization

Rivian's R2 launch will flip vehicle economics positive with ~$36K in combined BOM and non-BOM savings, enabling $8.7K gross profit per unit at ~$66.3K ASP. Once R2 scales and gross automotive becomes profitable, the company can monetize higher-margin software, autonomy, and partnership opportunities (Uber robotaxi, VW deal) that justify significantly higher valuation.

At post $16.95Now $15.10-10.9% since postedas of Jun 22, 4:25 PM ET

1d+2.0%

3d+6.9%

1w-0.6%

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End of results.