u/firenznguyen

2 theses · first seen May 28, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	1	100%	+9.2%	+9.2%
3d	1	1	1	100%	+9.2%	+9.2%
1w	1	1	1	100%	+4.4%	+4.4%
1m	0	0	0	—	—	—
3m	0	0	0	—	—	—
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

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

Thesis history

$QSYOLObullish

u/firenznguyen · 2h ago1 prior · awaiting results

Long 5000 shares of QS

$QS YOLO

QuantumScape's solid-state battery technology addresses the next-generation power needs of EVs, robotaxis, and AI infrastructure. With $900M liquidity, partnerships from Volkswagen (PowerCo) and Honda, and manufacturing breakthroughs via Eagle Line and Cobra, the company is positioned to capture significant value as the battery market expands to hundreds of billions annually.

Now $7.76just now

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original post →

$VRRMYOLObullish

u/firenznguyen · 21d ago1 prior · awaiting results

Long 10000 shares of VRRM

YOLO $VRRM: Market Overreaction Creates a Massive Dip Buying Opportunity

VRRM is oversold due to Avis cancellation fears despite retaining a profitable core business generating $750M-$800M+ revenue and $250M-$300M+ EBITDA even post-Avis. The market is pricing in complete collapse while the company's recurring traffic enforcement, tolling contracts, and infrastructure assets remain valuable and hard to replicate.

At post $4.13Now $4.40+6.5% since posted1m ago

1d+9.2%

3d+9.2%

1w+4.4%

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original post →

End of results.