| 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.
The author is long SKM and tracking it against QQQ during the Anthropic investor day, monitoring relative volume to identify conviction in the move.
The author is long Zoom and is tracking it against the QQQ benchmark during the Anthropic investor day event, monitoring volume versus normal patterns as a signal of directional conviction.
The author is long DXYZ and notes the stock as a proxy play on the Anthropic investor day event. Watching for a breakout above $2.25T valuation brackets suggests upside expectation if Anthropic's investor day generates positive momentum.
End of results.