| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | — | — | — | — | — | — |
| 3d | — | — | — | — | — | — |
| 1w | — | — | — | — | — | — |
| 1m | — | — | — | — | — | — |
| 3m | — | — | — | — | — | — |
| 6m | — | — | — | — | — | — |
| 1y | — | — | — | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
Author is heavily investing in Amazon as one of their top positions this year.
Author is heavily investing in Google as one of their top positions this year.
Netflix has pulled back and should recover; author is planning to DCA into the position expecting a rebound.
ASML will benefit regardless of who wins the AI race due to its role as a critical supplier of semiconductor manufacturing equipment.
End of results.