u/Thelakefeben

2 theses · first seen Aug 12, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d1100%-4.4%-4.4%
3d1100%-4.1%-4.1%
1w1100%-1.7%-1.7%
1m000
3m000
6m000
1y000

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

Thesis history

$METAr/wallstreetbetsYOLObullish
u/Thelakefeben · 9d ago1 prior · awaiting results
80k sitting next to me if meta dips back to 530-520. Past week trades that broke even. LEAP calls, approaching by averaging down at better option prices rather than going all in.

Being flipping so many $META leaps that I finally broke even.

Author is positioning for upside on Meta through LEAP calls, expecting AI monetization announcements at next earnings to drive the stock higher. They have 80k dry powder to average down on any dip to 530-520 price levels.

At post $571.10Now $616.77+8.0% since postedas of Sep 4, 4:30 PM ET
original post →
$METAr/wallstreetbetsYOLObullish
u/Thelakefeben · 19d ago1 prior · awaiting results
100k on 155 meta call (100 contracts implied from $100k deployment)

Sold my previous calls for a gain

Author expects Meta to rally to $600 by December due to sector rotation when Nvidia delivers, combined with anticipated capex reduction of 10-20%. Plans to deploy $100k into $155 calls if Meta dips to $565.

At post $568.97Now $616.77+8.4% since postedas of Sep 4, 4:30 PM ET
1d-4.4%
3d-4.1%
1w-1.7%
1m
3m
6m
1y
original post →

End of results.