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u/daddysgirl794

4 theses · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d33133%+0.7%+0.1%
3d55360%-5.5%-1.7%
1w44375%-7.2%-3.6%
1m44250%-0.9%+7.3%
3m33267%-19.4%-5.6%
6m111100%-51.8%-51.8%
1y111100%-19.8%-19.8%

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

Thesis history

$SNDKr/wallstreetbetsDiscussionbearish
u/daddysgirl794 · 76d ago3 prior · 67% at 3mo

Is rapidly increasing volatility among memory stocks not a sign of a potential bubble popping?

Rapidly increasing volatility in memory stocks, exemplified by SNDK's repeated +/- 10% single-day swings since May, mirrors historical patterns preceding bubble bursts and cyclical market tops. This volatility spike suggests a significant downside move may be imminent.

At post $1,568.87Now $1,330.05-15.2% since postedas of Oct 29, 4:01 PM ET
1d+2.0%
3d+1.7%
1w-4.4%
1m+14.2%
3m—
6m—
1y—
original post →
$MUr/wallstreetbetsDiscussionbullish
u/daddysgirl794 · 91d ago3 prior · 67% at 3mo

Forward P/E is a bad metric to use when valuing cyclical stocks.

The author acknowledges cyclical risk in Micron's valuation but concludes the market is irrational enough to drive the stock significantly higher regardless of fundamental concerns. Despite warning that forward P/E multiples are misleading for cyclicals at peak demand-supply imbalance, the author bets on upside because "this market is irrational."

At post $892.67Now $841.95-5.7% since postedas of Nov 2, 2:00 PM ET
1d+0.1%
3d-1.7%
1w-2.7%
1m+7.3%
3m-5.6%
6m—
1y—
original post →
$MUr/ValueInvestingIndustry/Sectorbearish
u/daddysgirl794 · 91d ago3 prior · 67% at 3mo

Forward P/E is a bad metric to use when valuing cyclical stocks.

Micron's low forward P/E of 4 is a valuation trap, not a bargain. If memory semiconductors remain cyclical and we are at peak demand-supply imbalance, forward earnings projections will contract sharply as the cycle turns, similar to 2000 when the stock crashed 90% despite forward multiples eventually rising.

At post $892.67Now $841.95-5.7% since postedas of Nov 2, 2:00 PM ET
1d+0.1%
3d-1.7%
1w-2.7%
1m+7.3%
3m-5.6%
6m—
1y—
original post →
$ASSTr/pennystocksDDbearish
u/daddysgirl794 · 372d ago3 prior · 67% at 3mo

$ASST is not the next $BYND, be careful with this one

Strive's leadership (Vivek Ramaswamy) is suspect, insider trading and rug-pull dynamics are evident, and Ken Griffin's Citadel backing suggests this is a distraction/dump scheme. High risk of collapse.

At post $32.80Now $20.95-36.1% since posted3m ago
1d—
3d-23.8%
1w-18.9%
1m-32.3%
3m-46.9%
6m-51.8%
1y-19.8%
original post →

End of results.