| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | 2 | 2 | 2 | 100% | +14.1% | +14.1% |
| 3d | 2 | 2 | 2 | 100% | +14.2% | +14.2% |
| 1w | 2 | 2 | 2 | 100% | +11.3% | +11.3% |
| 1m | 2 | 2 | 2 | 100% | +19.4% | +19.4% |
| 3m | 2 | 2 | 2 | 100% | +74.8% | +74.8% |
| 6m | 0 | 0 | 0 | — | — | — |
| 1y | 0 | 0 | 0 | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
Author holds 6 call option contracts with December 18, 2026 expiry at $125 strike, reflecting conviction in significant upside over the next 18+ months as oncology scales and coverage expands.
BillionToOne's QCT platform offers 1000x sensitivity over standard sequencing and is expanding beyond prenatal into oncology and other markets. With 100%+ revenue growth, GAAP profitability, strong FCF, and a founder-scientist CEO with a perfect execution track record, the company could grow to $3-5B+ in revenue long-term and reach $25-40B in market cap.
End of results.