u/VoidAndOcean

2 theses · first seen May 25, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	0	0%	-5.0%	-5.0%
3d	1	1	0	0%	-1.8%	-1.8%
1w	1	1	0	0%	-2.6%	-2.6%
1m	1	1	1	100%	+21.3%	+21.3%
3m	1	1	1	100%	+31.6%	+31.6%
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

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

Thesis history

$MRNAr/wallstreetbetsDiscussionbullish

u/VoidAndOcean · 16d ago1 prior · 100% at 3mo

Long 16,000 shares of MRNA

Moderna Generational Yolo Territory Part 3 and final.

Moderna is undervalued at current $60B market cap relative to Keytruda's $20B annual revenue and profit-sharing arrangement; long-term intersimeran adoption in oncology creates a multi-hundred billion dollar opportunity. The stock should reach $250-300 as the company captures a larger share of the $250B cancer market.

At post $145.13Now $145.55+0.3% since postedas of Sep 4, 4:30 PM ET

original post →

$MRNAr/wallstreetbetsDiscussionbullish

u/VoidAndOcean · 111d ago1 prior · 100% at 3mo

Long 30,000 shares of MRNA

Moderna Generational Yolo Territory Part 2

Moderna has cleared major FDA and regulatory hurdles; Phase 3 Intismeran data coming summer with fall FDA application should drive stock from ~$50 to $100+ on positive data. High short interest (~20%) creates potential for a squeeze to $200–300.

At post $48.11Now $145.55+202.5% since postedas of Sep 4, 4:30 PM ET

1d-5.0%

3d-1.8%

1w-2.6%

1m+21.3%

3m+31.6%

6m—

1y—

original post →

End of results.