Archive mode — the ledger is frozen as of August 24, 2026. Past calls and track records remain browsable; no new data is being ingested.
u/iTouchStuff
2 theses · first seen May 22, 2026
| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|
| 1d | 0 | 0 | 0 | — | — | — |
| 3d | 1 | 1 | 0 | 0% | -1.4% | -1.4% |
| 1w | 2 | 2 | 1 | 50% | +1.2% | +1.2% |
| 1m | 2 | 2 | 0 | 0% | -3.9% | -3.9% |
| 3m | 1 | 1 | 1 | 100% | +16.8% | +16.8% |
| 6m | 0 | 0 | 0 | — | — | — |
| 1y | 0 | 0 | 0 | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
Thesis history
“1.3M YOLO”
SOFI will SO FLY - 1.3M YOLO
SOFI will rally if the Fed holds rates steady at the July 29 FOMC (66% odds expected). Weak jobs data and political timing make a hike unlikely; the surprise no-hike catalyst will benefit SOFI's earnings outlook, and management continues accumulating shares.
At post $18.13·Now $18.42+1.6% since postedas of Aug 24, 1:28 PM ET
1d—
3d-1.4%
1w-4.7%
1m-0.8%
3m—
6m—
1y—
$HPQ - COMPUTER / HARDWARE STOCKS ARE NEXT
HP is positioned to benefit from the AI PC upgrade cycle and enterprise infrastructure spending. With Lenovo posting strong earnings on similar catalysts and Evercore ISI highlighting durable AI infrastructure demand, HPQ should see upside into earnings next week.
At post $25.24·Now $28.54+13.1% since postedas of Aug 24, 1:28 PM ET
1d—
3d—
1w+7.1%
1m-6.9%
3m+16.8%
6m—
1y—