u/Traditional-Year3847

3 theses · first seen Jun 25, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d111100%-10.5%-10.5%
3d111100%-10.5%-10.5%
1w000
1m000
3m000
6m000
1y000

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

Thesis history

$RDDTDDbullish
u/Traditional-Year3847 · 5h ago2 prior · awaiting results
Long RDDT $300C exp Jun 16

$RDDT Leaps - The most misunderstood stock on Wall Street and the only stock I believe is still mis-priced.

Reddit is a misunderstood growth story driven by international expansion (23 languages), exceptional FCF growth (325%+ YoY), and ARPU expansion potential, especially in rest-of-world markets. The company's data licensing opportunity and LLM-resistant moat—keeping proprietary data off-platform—offer additional upside not captured in DCF valuations.

At post $174.39Now $174.390.0% since postedas of Jun 29, 4:59 PM ET
1d
3d
1w
1m
3m
6m
1y
original post →
$RDDTDDbullish
u/Traditional-Year3847 · 5h ago2 prior · awaiting results
Long RDDT $380C exp Jun 16

$RDDT Leaps - The most misunderstood stock on Wall Street and the only stock I believe is still mis-priced.

Reddit is a misunderstood growth story driven by international expansion (23 languages), exceptional FCF growth (325%+ YoY), and ARPU expansion potential, especially in rest-of-world markets. The company's data licensing opportunity and LLM-resistant moat—keeping proprietary data off-platform—offer additional upside not captured in DCF valuations.

At post $174.39Now $174.390.0% since postedas of Jun 29, 4:59 PM ET
1d
3d
1w
1m
3m
6m
1y
original post →
$SNDKYOLObearish
u/Traditional-Year3847 · 4d ago2 prior · awaiting results
4x $2,100 $SNDK puts expiring tomorrow

$SNDK puts for tomorrow

Author holds 4x puts at $2,100 strike expiring tomorrow as a hedge against a long position, hoping for a major crash. The position is speculative and described as a cheap bet on downside.

At post $2,335.00Now $2,050.39-12.2% since postedas of Jun 29, 4:59 PM ET
1d-10.5%
3d-10.5%
1w
1m
3m
6m
1y
original post →

End of results.