u/Serve_me_the_pizza

5 theses · first seen May 21, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	5	5	5	100%	+5.5%	+5.7%
3d	5	5	5	100%	+6.6%	+5.5%
1w	5	5	5	100%	+9.8%	+10.3%
1m	5	5	3	60%	+41.6%	+36.9%
3m	5	5	2	40%	-4.6%	-5.2%
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$CCJr/wallstreetbetsDDbullish

u/Serve_me_the_pizza · 132d ago4 prior · 40% at 3mo

“positions are basically CCJ NEE FSLR NXT ENPH”

the market hates solar so naturally i am buying all the vitamin d

Nuclear power is becoming socially acceptable as a solution to meet AI's massive electricity requirements and energy security concerns amid oil geopolitical risks. The author is positioning in nuclear exposure via CCJ.

At post $114.29Now $101.97-10.8% since postedas of Sep 8, 4:30 PM ET

1d+7.7%

3d+5.5%

1w+8.3%

1m-1.4%

3m-23.9%

6m—

1y—

original post →

$NEEr/wallstreetbetsDDbullish

u/Serve_me_the_pizza · 132d ago4 prior · 40% at 3mo

“positions are basically CCJ NEE FSLR NXT ENPH”

the market hates solar so naturally i am buying all the vitamin d

NextEra Energy trades at beaten-down levels despite being a core infrastructure play for AI-driven electricity demand and energy security transitions away from oil. The author sees mean reversion upside.

At post $94.17Now $83.83-11.0% since postedas of Sep 8, 4:30 PM ET

1d+3.9%

3d+3.0%

1w+1.3%

1m-7.6%

3m-5.2%

6m—

1y—

original post →

$NXTr/wallstreetbetsDDbullish

u/Serve_me_the_pizza · 132d ago4 prior · 40% at 3mo

“positions are basically CCJ NEE FSLR NXT ENPH”

the market hates solar so naturally i am buying all the vitamin d

NextEra Energy's beaten-down valuation presents upside as AI-driven electricity demand accelerates and clean energy becomes essential for energy security. The author is buying the utility on weakness.

At post $114.27Now $85.45-25.2% since postedas of Sep 8, 4:30 PM ET

1d+4.3%

3d+5.0%

1w+10.3%

1m+36.9%

3m-16.6%

6m—

1y—

original post →

$FSLRr/wallstreetbetsDDbullish

u/Serve_me_the_pizza · 132d ago4 prior · 40% at 3mo

“positions are basically CCJ NEE FSLR NXT ENPH”

the market hates solar so naturally i am buying all the vitamin d

Solar stocks are oversold relative to growing electricity demand from AI and data centers, creating an asymmetric opportunity. The author is accumulating beaten-down solar names including First Solar ahead of a recovery.

At post $190.61Now $213.25+11.9% since postedas of Sep 8, 4:30 PM ET

1d+5.9%

3d+11.1%

1w+14.4%

1m+61.0%

3m+6.3%

6m—

1y—

original post →

$ENPHr/wallstreetbetsDDbullish

u/Serve_me_the_pizza · 132d ago4 prior · 40% at 3mo

“positions are basically CCJ NEE FSLR NXT ENPH”

the market hates solar so naturally i am buying all the vitamin d

Solar energy stocks have been heavily sold off despite surging AI-driven electricity demand and aging grid infrastructure. The author expects solar names like Enphase to recover as the massive power requirements of AI infrastructure drive long-term demand for clean energy solutions.

At post $31.19Now $38.83+24.5% since postedas of Sep 8, 4:30 PM ET

1d+5.7%

3d+8.5%

1w+14.8%

1m+119.2%

3m+16.4%

6m—

1y—

original post →

End of results.